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:
23.27%
Gain +0.61%
Monthly
1.11%
Yearly
14.18%
Drawdown
14.72%
$205.69M
Equity
Holdings
$205.69M
Investment
$174.82M
$31.82M
Profit +$931,641.44
Realized
$946,688.27
Unrealized
$30.87M
Dividends
$4.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$931,641.44
Win %
73%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$879,392.69
Win %
73%
This Month
Compared to last month
Gain
-1.22%
Profit
-$2.53M
Win %
73%
This Year
Compared to last year
Gain
11.99%
Profit
$21.64M
Win %
73%
MRVL Marvell Technology, Inc.
+5.43%
+$32,373.66 
AMD Advanced Micro Devices, Inc.
+4.71%
+$25,714.51 
ORLY O'Reilly Automotive Inc.
+4.41%
+$8,858.75 
ANET Arista Networks, Inc.
+3.47%
+$12,960.96 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$37,665.52 
CAT Caterpillar Inc.
+1.98%
+$17,150.01 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$10,030.68 
DFAE Dimensional Emerging Core Equity Market ETF
+1.89%
+$84,078.3 
DFEV Dimensional Emerging Markets Value ETF
+1.86%
+$8,746.8 
TSLA Tesla, Inc.
+1.83%
+$9,112.49 
NVDA NVIDIA Corporation
+1.73%
+$16,368 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.71%
+$16,103.72 
MPC Marathon Petroleum Corporation
+1.57%
+$6,613.2 
BURL Burlington Stores Inc.
+1.43%
+$3,742.32 
C Citigroup Inc.
+1.41%
+$3,450.32 
IDMO Invesco S&P International Developed Momentum ETF
+1.33%
+$10,812.36 
CEG Constellation Energy Corporation
+1.31%
+$2,916.11 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$5,410.04 
AVGO Broadcom Inc.
+1.14%
+$2,950.66 
UNH UnitedHealth Group Incorporated
+1.11%
+$3,322.81 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$28,380 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.84%
+$6,073.34 
ETN Eaton Corporation plc
+0.83%
+$2,287.9 
VLO Valero Energy Corporation
+0.62%
+$6,062.35 
CVX Chevron Corporation
+0.53%
+$1,118.99 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$39,306.72 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$14,190.86 
IPKW Invesco International Buyback Achievers ETF
+0.47%
+$3,508.75 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.45%
+$108,788.46 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.42%
+$65,388.04 
DFIC Dimensional International Core Equity Market ETF
+0.4%
+$9,737.85 
IVV iShares Core S&P 500 ETF
+0.35%
+$21,610.16 
META Meta Platforms Inc Class A
+0.34%
+$1,969.16 
CVS CVS Health Corporation
+0.34%
+$970.56 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$1,408.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$6,808 
DIHP Dimensional International High Profitability Portfolio
+0.3%
+$2,440.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$42,618.43 
IWM iShares Russell 2000 ETF
+0.26%
+$1,048.74 
DUHP Dimensional US High Profitability ETF
+0.21%
+$5,288.1 
VO Vanguard Mid-Cap ETF
+0.2%
+$84,215.68 
DISV Dimensional International Small Cap Equity Fund
+0.18%
+$1,510.72 
LEO BNY Mellon Strategic Municipals, Inc.
+0.16%
+$519 
DFAS Dimensional U.S. Small Cap ETF
+0.1%
+$10,923.52 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,099 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.09%
+$204.17 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$690.9 
GE General Electric Company
+0.07%
+$171.59 
GTO Invesco Total Return Bond ETF
+0.07%
+$3,959.73 
IWR iShares Russell Mid-Cap ETF
+0.04%
+$1,500.36 
LLY Eli Lilly and Company
+0.03%
+$228.35 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$130.45 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$553.71 
SHV iShares Short Treasury Bond ETF
+0.01%
+$21.21 
DEHP Dimensional Emerging Markets High Profitability ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPGI S&P Global Inc.
-2.99%
-$6,748.56 
GILD Gilead Sciences Inc.
-2.94%
-$6,123.06 
ROP Roper Technologies Inc.
-1.6%
-$3,736.44 
V Visa Inc. Class A
-1.48%
-$8,666.3 
MA Mastercard Incorporated
-1.38%
-$3,792.62 
CRM Salesforce Inc
-1.29%
-$2,846.24 
PG Procter & Gamble Co
-1.2%
-$3,965.16 
DFGP Dimensional Global Core Fixed Income Fund
-1.11%
-$6,453.36 
MCD McDonald's Corporation
-1.08%
-$8,108.92 
WMT Walmart Inc.
-0.92%
-$1,900.26 
ABNB Airbnb, Inc.
-0.89%
-$2,286.97 
MTB M&T Bank Corporation
-0.85%
-$2,806.3 
AMZN Amazon.com Inc
-0.81%
-$10,182.53 
GD General Dynamics Corporation
-0.66%
-$1,973.12 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$3,162.85 
GOOGL Alphabet Inc
-0.62%
-$3,943.6 
MSFT Microsoft Corp.
-0.59%
-$2,618.07 
AAPL Apple Inc.
-0.54%
-$7,573.83 
NEE NextEra Energy, Inc.
-0.5%
-$1,473.56 
DFCF Dimensional Core Fixed Income ETF
-0.45%
-$58,788.28 
UBER Uber Technologies, Inc.
-0.42%
-$945.9 
JNJ Johnson & Johnson
-0.37%
-$1,281.14 
CRWD CrowdStrike Holdings, Inc.
-0.37%
-$1,679.02 
PEN Penumbra Inc.
-0.24%
-$597.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$524.4 
VCRB Vanguard Core Bond ETF
-0.23%
-$1,825.95 
PANW Palo Alto Networks, Inc.
-0.15%
-$803.48 
DFSV Dimensional US Small Cap Value ETF
-0.08%
-$2,047.77 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$221.44 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.02%
-$35.9 
JPM JPMorgan Chase & Co.
-0.01%
-$48.3 
ABBV AbbVie Inc.
-0.01%
-$57.18 Events
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Dividends
Dividend Analysis
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| Trades 377 | Longs Won 263/377 69% | Profit Factor 21.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,625.79 |
| Average Win $126,891.33 | Best Trade (Jul 22) $3.95M | Sharpe Ratio -11.12 |
| Average Loss -$13,632.57 | Worst Trade (Sep 30) -$307,479.44 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $84,398.69 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
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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FAQ
Which stocks have generated the highest profits for Kellie Borror?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $766,446.21, iShares Core MSCI EAFE ETF - $620,288.06, Vanguard Large-Cap Index Fund ETF Shares - $438,684.91, Invesco Russell 1000 Dynamic Multifactor ETF - $402,916.74, and Dimensional U.S. Core Equity 2 ETF - $372,234.26. 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, Chipotle Mexican Grill, Inc - $84,630.4, Accenture plc Class A - $79,466.75, DexCom, Inc - $54,870.19, and Costco Wholesale Corporation - $20,571.68. 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 $4.36M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $759,664.19, iShares Core MSCI EAFE ETF - $415,869.61, Invesco Total Return Bond ETF - $364,914.8, Vanguard Mid-Cap ETF - $294,145.59, and Dimensional U.S. Core Equity 2 ETF - $291,531.94. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
