Kellie Borror Portfolio
Invests via Daner Wealth Management LLC | Managed by Kellie Borror, Marc Steven Daner
Invests via Daner Wealth Management LLC
Managed by Kellie Borror, Marc Steven Daner
Automatically Tracked
Kellie Borror Profile
Kellie Borror is a seasoned operating executive with extensive experience in driving business growth within the technology sector. She has held pivotal leadership roles in both startup environments and established organizations, effectively bridging innovative product development with market needs. With a robust background in managing cross-functional teams, she excels at fostering collaboration to achieve strategic goals and enhance operational efficiency. Her insights into emerging technologies have made her a valued participant in corporate discussions surrounding digital transformation. Recognized for her ability to scale operations and deliver impactful results, she continues to influence organizational success through effective decision-making and vision alignment.
Kellie Borror is a seasoned operating executive with extensive experience in driving business growth within the technology sector. She has held pivotal leadership roles in both startup environments and established organizations, effectively bridging innovative product development with market needs. With a robust background in managing cross-functional teams, she excels at fostering collaboration to achieve strategic goals and enhance operational efficiency. Her insights into emerging technologies have made her a valued participant in corporate discussions surrounding digital transformation. Recognized for her ability to scale operations and deliver impactful results, she continues to influence organizational success through effective decision-making and vision alignment.
Investment Philosophy & Strategy
Opportunity within the technology landscape is vast, and Kellie Borror's expertise aligns with this dynamic environment. Drawing from her extensive leadership in both startups and established firms, she strategically evaluates growth avenues that bridge product innovation with evolving market demands. Her focus lies not just on identifying promising ventures but also on operational scalability—ensuring resources are effectively aligned to drive sustainable success. By leveraging her strong grasp of cross-functional dynamics, she enhances team collaboration to accelerate development timelines while maintaining quality standards. With a vision for integrating emerging technologies into business strategies, she actively champions initiatives that position organizations for transformative outcomes.
Opportunity within the technology landscape is vast, and Kellie Borror's expertise aligns with this dynamic environment. Drawing from her extensive leadership in both startups and established firms, she strategically evaluates growth avenues that bridge product innovation with evolving market demands. Her focus lies not just on identifying promising ventures but also on operational scalability—ensuring resources are effectively aligned to drive sustainable success. By leveraging her strong grasp of cross-functional dynamics, she enhances team collaboration to accelerate development timelines while maintaining quality standards. With a vision for integrating emerging technologies into business strategies, she actively champions initiatives that position organizations for transformative outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.26%
Gain -0.23%
Monthly
1.19%
Yearly
15.2%
Drawdown
14.72%
$181.57M
Equity
Holdings
$181.57M
Investment
$151.4M
$37.17M
Profit -$383,826.73
Realized
$7M
Unrealized
$30.17M
Dividends
$4.52M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$383,826.73
Win %
67%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$383,826.73
Win %
67%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.7M
Win %
67%
This Year
Compared to last year
Gain
0.1%
Profit
-$165,794.28
Win %
69%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$275,672.79 
PANW Palo Alto Networks, Inc.
+14.01%
+$71,023.91 
NOW ServiceNow, Inc.
+7.69%
+$21,205.39 
ADBE Adobe Inc.
+4.59%
+$9,685.06 
CRM Salesforce Inc
+4.5%
+$14,216.25 
GOOGL Alphabet Inc
+3.08%
+$18,969.48 
META Meta Platforms Inc Class A
+2.91%
+$17,229.42 
MSFT Microsoft Corp.
+2.27%
+$12,785.85 
WMT Walmart Inc.
+2.27%
+$4,483.35 
LLY Eli Lilly and Company
+2.04%
+$15,821.93 
MCD McDonald's Corporation
+1.96%
+$13,897.92 
GILD Gilead Sciences Inc.
+1.86%
+$4,205.25 
SPGI S&P Global Inc.
+1.85%
+$3,860.8 
ABBV AbbVie Inc.
+1.73%
+$8,462.64 
ROP Roper Technologies Inc.
+1.64%
+$4,105.33 
ORLY O'Reilly Automotive Inc.
+1.54%
+$3,217.1 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,610.8 
UBER Uber Technologies, Inc.
+1.27%
+$2,882.88 
CVS CVS Health Corporation
+1.09%
+$2,825.29 
V Visa Inc. Class A
+1.05%
+$6,374.82 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$5,511.65 
AXP American Express Company
+0.89%
+$1,872 
BKNG Booking Holdings Inc.
+0.86%
+$1,420.5 
PEN Penumbra Inc.
+0.75%
+$1,864.2 
MA Mastercard Incorporated
+0.61%
+$1,754.22 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.59%
+$1,346.25 
JNJ Johnson & Johnson
+0.58%
+$2,149.66 
AAPL Apple Inc.
+0.54%
+$7,723.89 
PG Procter & Gamble Co
+0.52%
+$1,667.8 
DAL Delta Air Lines, Inc.
+0.39%
+$775.31 
GD General Dynamics Corporation
+0.36%
+$986.86 
NSC Norfolk Southern Corporation
+0.16%
+$314.51 
GSY Invesco Ultra Short Duration ETF
+0.07%
+$3,819.55 
ABNB Airbnb, Inc.
+0.07%
+$198.11 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.05%
+$7,734.65 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$134.03 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$1,542.78 
VCRB Vanguard Core Bond ETF
+0.01%
+$76.16 
SHV iShares Short Treasury Bond ETF
0%
+$4.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ETN Eaton Corporation plc
-7.5%
-$22,170.5 
CEG Constellation Energy Corporation
-6.79%
-$16,226.26 
MRVL Marvell Technology, Inc.
-6.59%
-$47,971.2 
ANET Arista Networks, Inc.
-5.51%
-$24,617.6 
AVGO Broadcom Inc.
-4.79%
-$12,072.03 
CAT Caterpillar Inc.
-4.15%
-$34,125.97 
AMD Advanced Micro Devices, Inc.
-3.9%
-$22,108.23 
NVDA NVIDIA Corporation
-2.85%
-$28,994.44 
BURL Burlington Stores Inc.
-2.64%
-$4,796.88 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.62%
-$22,595.1 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$13,343.22 
VLO Valero Energy Corporation
-2.24%
-$27,560.77 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$105,944.12 
GE General Electric Company
-1.98%
-$4,892.04 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$21,925.05 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$11,317.05 
JPM JPMorgan Chase & Co.
-1.72%
-$6,023.35 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$28,950.12 
C Citigroup Inc.
-1.47%
-$3,953.54 
IDMO Invesco S&P International Developed Momentum ETF
-1.41%
-$11,751.03 
TSLA Tesla, Inc.
-1.4%
-$6,952.96 
AMZN Amazon.com Inc
-1.22%
-$15,800.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$8,593.13 
MTB M&T Bank Corporation
-1.07%
-$3,441.23 
LEO BNY Mellon Strategic Municipals, Inc.
-1.01%
-$3,114 
CVX Chevron Corporation
-0.94%
-$2,257.23 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$9,734 
NEE NextEra Energy, Inc.
-0.69%
-$1,942.56 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.68%
-$1,429.19 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$7,007.1 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$54,885.78 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$4,400 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$17,296.46 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$17,403.33 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$2,580.84 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$4,066.74 
DFSV Dimensional US Small Cap Value ETF
-0.45%
-$14,124.78 
VO Vanguard Mid-Cap ETF
-0.43%
-$45,753.05 
ECL Ecolab Inc.
-0.43%
-$912.73 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$3,967.04 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$42,024.53 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$97,958.93 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$50,806.69 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,527.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$7,221.42 
IVV iShares Core S&P 500 ETF
-0.32%
-$20,435.04 
DUHP Dimensional US High Profitability ETF
-0.3%
-$9,030 
MPC Marathon Petroleum Corporation
-0.28%
-$1,475.09 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$9,153 
IWM iShares Russell 2000 ETF
-0.19%
-$742.3 
IPKW Invesco International Buyback Achievers ETF
-0.17%
-$1,287.72 
IWD iShares Russell 1000 Value ETF
-0.03%
-$67.92 
DFGP Dimensional Global Core Fixed Income Fund
-0.03%
-$196.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$45.6 
GTO Invesco Total Return Bond ETF
-0.01%
-$669.82 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$107.09 Events
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Dividends
Dividend Analysis
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| Trades 461 | Longs Won 314/461 68% | Profit Factor 19.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,164.24 |
| Average Win $124,869.2 | Best Trade (Aug 15) $4.72M | Sharpe Ratio -12 |
| Average Loss -$13,901.49 | Worst Trade (Sep 30) -$307,479.44 | Z-Score 4.43 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $80,619.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,315 | $1.04M | $1.44M | - | $401,006.73 | 38.54% | +0.539% |
| ABBV AbbVie Inc. | 1,906 | $423,970.92 | $498,533.36 | - | $74,562.44 | 17.59% | +1.727% |
| ABNB Airbnb, Inc. | 1,801 | $229,258.9 | $306,710.3 | - | $77,451.4 | 33.78% | +0.065% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 1,795 | $202,512 | $227,462.4 | - | $24,950.4 | 12.32% | +0.595% |
| ADBE Adobe Inc. | 836 | $171,396.72 | $220,549.34 | - | $49,152.62 | 28.68% | +4.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,280 | $225,743.29 | $218,788.8 | - | -$6,954.49 | -3.08% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 1,098 | $228,273.38 | $544,602.51 | - | $316,329.13 | 138.57% | -3.901% |
| AMZN Amazon.com Inc | 5,032 | $1.11M | $1.28M | - | $170,950.05 | 15.47% | -1.223% |
| ANET Arista Networks, Inc. | 2,240 | $251,098.67 | $422,464 | - | $171,365.33 | 68.25% | -5.506% |
| AVGO Broadcom Inc. | 697 | $202,210.47 | $240,234.99 | - | $38,024.52 | 18.8% | -4.785% |
| AXP American Express Company | 650 | $223,425 | $212,920.5 | - | -$10,504.5 | -4.7% | +0.887% |
| BKNG Booking Holdings Inc. | 947 | $168,793.29 | $166,122.74 | - | -$2,670.55 | -1.58% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 1,037 | $489,827 | $534,765.34 | - | $44,938.34 | 9.17% | +1.041% |
| BURL Burlington Stores Inc. | 759 | $186,495.4 | $176,634.48 | - | -$9,860.92 | -5.29% | -2.644% |
| C Citigroup Inc. | 1,938 | $220,726.21 | $265,079.64 | - | $44,353.43 | 20.09% | -1.47% |
| CAT Caterpillar Inc. | 1,004 | $404,349.73 | $787,718.32 | - | $383,368.59 | 94.81% | -4.152% |
| CEG Constellation Energy Corporation | 839 | $296,393.53 | $222,678.99 | - | -$73,714.54 | -24.87% | -6.792% |
| CRM Salesforce Inc | 1,275 | $303,698.56 | $330,059.25 | - | $26,360.69 | 8.68% | +4.501% |
| CRWD CrowdStrike Holdings, Inc. | 9,296 | $1.61M | $2.2M | - | $584,854.31 | 36.27% | +14.344% |
| CVS CVS Health Corporation | 2,743 | $198,488.87 | $262,477.67 | - | $63,988.8 | 32.24% | +1.088% |
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FAQ
Which stocks have generated the highest profits for Kellie Borror?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mid-Cap ETF - $6.04M, Dimensional Core Fixed Income ETF - $818,025.53, iShares Core MSCI EAFE ETF - $626,968.84, Vanguard Large-Cap Index Fund ETF Shares - $496,296.18, and Invesco Russell 1000 Dynamic Multifactor ETF - $469,847.41. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: United Parcel Service, Inc - $390,136.3, Floor & Decor Holdings, Inc - $129,383.4, Chipotle Mexican Grill, Inc - $84,630.4, Accenture plc Class A - $79,466.75, and DexCom, Inc - $54,870.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kellie Borror's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.52M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $811,029.51, iShares Core MSCI EAFE ETF - $415,869.61, Invesco Total Return Bond ETF - $391,687.28, Vanguard Mid-Cap ETF - $295,689.76, and Invesco Ultra Short Duration ETF - $294,179.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kellie Borror's monthly returns?
Kellie Borror's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kellie Borror's strategy be considered aggressive or moderate?
Kellie Borror's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kellie Borror's strategy?
Kellie Borror's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
