KB
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:
17.92%
Gain +0.55%
Monthly
0.95%
Yearly
12.07%
Drawdown
14.72%
$206.91M
Equity
Holdings
$206.91M
Investment
$174.98M
$32.92M
Profit +$1.17M
Realized
$988,820.89
Unrealized
$31.93M
Dividends
$3.55M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.17M
Win %
74%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$620,023.9
Win %
74%
This Month
Compared to last month
Gain
0.08%
Profit
$155,372.53
Win %
74%
This Year
Compared to last year
Gain
4.04%
Profit
$10.64M
Win %
74%
AMD Advanced Micro Devices, Inc.
+4.75%
+$25,177.41 
ANET Arista Networks, Inc.
+4.38%
+$15,124.8 
CEG Constellation Energy Corporation
+2.85%
+$6,197.83 
JPM JPMorgan Chase & Co.
+2.3%
+$6,969.69 
TSLA Tesla, Inc.
+1.88%
+$10,131.76 
MTB M&T Bank Corporation
+1.76%
+$5,346.6 
CVS CVS Health Corporation
+1.49%
+$4,044 
CAT Caterpillar Inc.
+1.49%
+$13,330 
SPGI S&P Global Inc.
+1.36%
+$2,842.56 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$11,089.62 
NEE NextEra Energy, Inc.
+1.3%
+$3,700.64 
ABBV AbbVie Inc.
+1.3%
+$5,555.99 
C Citigroup Inc.
+1.24%
+$3,260.22 
VLO Valero Energy Corporation
+1.2%
+$9,571.32 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$30,716.55 
ABNB Airbnb, Inc.
+1.08%
+$2,490.06 
JNJ Johnson & Johnson
+1.05%
+$3,462.5 
V Visa Inc. Class A
+1.05%
+$5,440.88 
MPC Marathon Petroleum Corporation
+1.03%
+$3,580.48 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,185 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$109,235.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,547.35 
VO Vanguard Mid-Cap ETF
+0.97%
+$405,286.38 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$38,259.18 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$17,849.89 
IWM iShares Russell 2000 ETF
+0.9%
+$3,568.44 
PG Procter & Gamble Co
+0.85%
+$2,772.3 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$6,949.34 
GE General Electric Company
+0.81%
+$2,014.19 
CVX Chevron Corporation
+0.75%
+$1,566.59 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$8,713.5 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,055.46 
MA Mastercard Incorporated
+0.7%
+$1,705.16 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,473.96 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$163,183.5 
ROP Roper Technologies Inc.
+0.68%
+$1,450.92 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$1,939.48 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$2,871.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,399.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$13,083.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$4,393.48 
IVV iShares Core S&P 500 ETF
+0.58%
+$36,016.9 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,504.15 
GOOGL Alphabet Inc
+0.53%
+$3,455.19 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$70,319.7 
LEO BNY Mellon Strategic Municipals, Inc.
+0.47%
+$1,557 
DFEV Dimensional Emerging Markets Value ETF
+0.47%
+$2,364 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$21,466.8 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$65,388.04 
WMT Walmart Inc.
+0.41%
+$918 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$10,062.44 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$12,007.71 
DUHP Dimensional US High Profitability ETF
+0.39%
+$9,954.08 
GD General Dynamics Corporation
+0.38%
+$1,089.45 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$3,620.22 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.35%
+$771.85 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$2,440.8 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$18,205.22 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.21%
+$1,609.11 
NVDA NVIDIA Corporation
+0.14%
+$1,283.4 
MSFT Microsoft Corp.
+0.1%
+$442.8 
PEN Penumbra Inc.
+0.09%
+$206.82 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$1,650 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$332.16 
PANW Palo Alto Networks, Inc.
+0.03%
+$113.7 
SHV iShares Short Treasury Bond ETF
+0.03%
+$63 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$144.94 
GSY Invesco Ultra Short Duration ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$19,341.4 
AAPL Apple Inc.
-1.52%
-$19,255.5 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$4,962.27 
BURL Burlington Stores Inc.
-1.23%
-$3,124.8 
AMZN Amazon.com Inc
-1.23%
-$14,847.36 
UBER Uber Technologies, Inc.
-1.01%
-$2,207.1 
AVGO Broadcom Inc.
-0.94%
-$2,486.95 
ETN Eaton Corporation plc
-0.55%
-$1,493.31 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.36%
-$816.68 
MRVL Marvell Technology, Inc.
-0.36%
-$3,087.57 
META Meta Platforms Inc Class A
-0.26%
-$1,286.15 
CRM Salesforce Inc
-0.25%
-$518.65 
GILD Gilead Sciences Inc.
-0.21%
-$406.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$262.2 
IPKW Invesco International Buyback Achievers ETF
-0.11%
-$837.55 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$643.62 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$13,923.54 
VCRB Vanguard Core Bond ETF
-0.04%
-$313.02 
MCD McDonald's Corporation
-0.02%
-$168.06 Events
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Dividends
Dividend Analysis
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| Trades 377 | Longs Won 266/377 70% | Profit Factor 23.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,834.26 |
| Average Win $129,168.29 | Best Trade (Jun 12) $3.78M | Sharpe Ratio -11.37 |
| Average Loss -$12,986.78 | Worst Trade (Sep 30) -$307,479.44 | Z-Score 5.82 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $87,313.62 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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