Kevin Batstone Portfolio
Invests via BayBridge Capital Group LLC | Managed by Kevin C. Batstone, Eugene M. Gurevich
Invests via BayBridge Capital Group LLC
Managed by Kevin C. Batstone, Eugene M. Gurevich
Automatically Tracked
Kevin Batstone Profile
Kevin Batstone has developed a notable reputation as a seasoned investor-operator within the private equity landscape. With extensive experience in identifying and nurturing high-potential companies, he brings forth a strong entrepreneurial background that supports innovative growth trajectories. His involvement encompasses not just financial oversight but also hands-on operational leadership, ensuring that portfolio entities align with market demands while maximizing value creation. Leveraging his insights into emerging trends, Kevin plays a pivotal role in strategic decisions that drive both company performance and investment returns. This unique blend of skills establishes him as an influential figure in shaping the next generation of successful businesses.
Kevin Batstone has developed a notable reputation as a seasoned investor-operator within the private equity landscape. With extensive experience in identifying and nurturing high-potential companies, he brings forth a strong entrepreneurial background that supports innovative growth trajectories. His involvement encompasses not just financial oversight but also hands-on operational leadership, ensuring that portfolio entities align with market demands while maximizing value creation. Leveraging his insights into emerging trends, Kevin plays a pivotal role in strategic decisions that drive both company performance and investment returns. This unique blend of skills establishes him as an influential figure in shaping the next generation of successful businesses.
Investment Philosophy & Strategy
Opportunities abound in the rapidly evolving sectors where Kevin Batstone actively invests. His approach intertwines robust operational expertise with an entrepreneurial mindset, allowing him to pinpoint firms that exhibit significant growth potential and strategic differentiation. With a focus on innovation-driven initiatives, he seeks to amplify value through targeted enhancements within portfolio companies. Rather than merely driving returns, emphasis is placed on nurturing sustainable business models that respond effectively to market dynamics. Through this distinctive lens, he enhances competitive positioning while fostering long-term relationships built upon shared visions for success.
Opportunities abound in the rapidly evolving sectors where Kevin Batstone actively invests. His approach intertwines robust operational expertise with an entrepreneurial mindset, allowing him to pinpoint firms that exhibit significant growth potential and strategic differentiation. With a focus on innovation-driven initiatives, he seeks to amplify value through targeted enhancements within portfolio companies. Rather than merely driving returns, emphasis is placed on nurturing sustainable business models that respond effectively to market dynamics. Through this distinctive lens, he enhances competitive positioning while fostering long-term relationships built upon shared visions for success.
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:
50.91%
Gain -1.33%
Monthly
1.35%
Yearly
17.45%
Drawdown
12.91%
$187.47M
Equity
Holdings
$187.47M
Investment
$153.18M
$52.7M
Profit -$1.91M
Realized
$18.42M
Unrealized
$34.28M
Dividends
$8.52M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.33%
Profit
-$1.91M
Win %
68%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$763,870.8
Win %
68%
This Month
Compared to last month
Gain
-1.52%
Profit
-$2.88M
Win %
68%
This Year
Compared to last year
Gain
-1.59%
Profit
-$3.01M
Win %
69%
MU Micron Technology, Inc.
+4.57%
+$33,104.93 
INTC Intel Corporation
+3.71%
+$19,143.19 
AVGO Broadcom Inc.
+3.05%
+$69,988.5 
PLTR Palantir Technologies Inc.
+2.79%
+$52,988.4 
FIX Comfort Systems USA, Inc.
+2.71%
+$11,221.21 
QBTS D-Wave Quantum Inc.
+2.66%
+$12,129.81 
MSFT Microsoft Corp.
+2.04%
+$42,809.9 
GOOG Alphabet Inc
+1.97%
+$6,700.23 
JBL Jabil Inc.
+1.94%
+$10,453.19 
GOOGL Alphabet Inc
+1.83%
+$62,639.64 
MELI MercadoLibre, Inc.
+1.72%
+$3,829.61 
VST Vistra Corp
+1.58%
+$8,906.74 
RTX RTX Corporation
+1.57%
+$11,491.2 
WMB The Williams Companies, Inc.
+1.56%
+$10,326.75 
LNG Cheniere Energy Inc.
+1.54%
+$9,938.7 
ASTS AST SpaceMobile, Inc.
+1.52%
+$2,134 
AMZN Amazon.com Inc
+1.37%
+$40,066.52 
IBM International Business Machines Corporation
+1.31%
+$18,587.08 
FLEX Flex Ltd.
+1.25%
+$5,141.07 
SCHW Charles Schwab Corporation
+1.04%
+$17,656.42 
MDT Medtronic plc
+0.9%
+$15,322.5 
NVDA NVIDIA Corporation
+0.87%
+$33,881.76 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$39,191.1 
OKLO Oklo Inc.
+0.72%
+$1,447.57 
MMM 3M Company
+0.66%
+$12,357.22 
CEG Constellation Energy Corporation
+0.64%
+$4,008.9 
TJX The TJX Companies, Inc.
+0.49%
+$9,120.75 
DUK Duke Energy Corporation
+0.47%
+$2,676.83 
CME CME Group Inc.
+0.42%
+$1,357.1 
META Meta Platforms Inc Class A
+0.37%
+$2,008.8 
SPEM SPDR Portfolio Emerging Markets ETF
+0.3%
+$9,993.15 
TTE TotalEnergies SE
+0.22%
+$2,547.18 
PANW Palo Alto Networks, Inc.
+0.21%
+$2,361.05 
HIG The Hartford Insurance Group, Inc.
+0.21%
+$3,071.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$22,338.73 
IWB iShares Russell 1000 ETF
+0.18%
+$1,100.38 
HYBL SPDR Blackstone High Income Fund
+0.18%
+$849 
LEU Centrus Energy Corp.
+0.15%
+$359.52 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$2,213.68 
QCOM QUALCOMM Incorporated
+0.11%
+$388.74 
RHI Robert Half Inc.
+0.07%
+$417.6 
MFG Mizuho Financial Group Inc. ADR
+0.05%
+$273.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$308.58 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$79.25 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$155.57 
JPST JPMorgan Ultra-Short Income ETF
0%
+$23.96 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNEX StoneX Group Inc.
-31.81%
-$204,712.24 
ORCL Oracle Corporation
-2.72%
-$30,526.56 
AAPL Apple Inc.
-2.69%
-$43,429.07 
ALB Albemarle Corporation
-2.53%
-$7,090.02 
LOW Lowe's Companies Inc.
-2.03%
-$6,865.29 
TSLA Tesla, Inc.
-1.96%
-$13,057.54 
RY Royal Bank of Canada
-1.89%
-$14,120.68 
WMT Walmart Inc.
-1.75%
-$34,016 
FWONA Liberty Media Corporation
-1.6%
-$6,553.5 
WSM Williams-Sonoma, Inc.
-1.58%
-$5,799.24 
CAT Caterpillar Inc.
-1.56%
-$44,981.37 
MFC Manulife Financial Corporation
-1.45%
-$33,719.49 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
-1.44%
-$4,138.81 
LQDA Liquidia Corporation
-1.41%
-$8,646.76 
MDLZ Mondelez International, Inc.
-1.31%
-$8,090.4 
JNJ Johnson & Johnson
-1.29%
-$20,726.28 
DX Dynex Capital Inc.
-1.16%
-$4,653.1 
EXPE Expedia Group, Inc.
-1.12%
-$12,672.29 
VSH Vishay Intertechnology Inc.
-1.11%
-$4,222.68 
ADBE Adobe Inc.
-1.04%
-$3,316.08 
CSV Carriage Services Inc.
-0.98%
-$3,744.4 
JXN Jackson Financial Inc.
-0.91%
-$6,493.44 
COST Costco Wholesale Corporation
-0.68%
-$11,644.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$14,962.8 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$10,774.43 
JPM JPMorgan Chase & Co.
-0.51%
-$10,689.67 
MCK McKesson Corporation
-0.49%
-$7,946.87 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.4%
-$971.29 
CDX Simplify High Yield ETF
-0.4%
-$2,106.93 
MAR Marriott International Inc. - Class A
-0.33%
-$1,484.74 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.32%
-$2,368.52 
CSCO Cisco Systems, Inc.
-0.3%
-$4,968.42 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$23,142.6 
EG Everest Group, Ltd.
-0.3%
-$2,134.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.29%
-$23,335.72 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,315.45 
WM Waste Management, Inc.
-0.27%
-$3,232.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$86,664.27 
COR Cencora, Inc.
-0.27%
-$5,075.04 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.24%
-$2,712.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$7,767.19 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.16%
-$375.2 
KO The Coca-Cola Company
-0.1%
-$1,683.52 
REGN Regeneron Pharmaceuticals, Inc.
-0.08%
-$420.16 
VZ Verizon Communications Inc.
-0.06%
-$945.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$5,626.62 
IWM iShares Russell 2000 ETF
-0.05%
-$4,151.25 
GLW Corning Incorporated
-0.02%
-$30.91 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 874 | Longs Won 568/874 64% | Profit Factor 9.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,804.67 |
| Average Win $103,553.14 | Best Trade (Jul 22) $2.33M | Sharpe Ratio -12.08 |
| Average Loss -$20,005.17 | Worst Trade (Dec 30) -$544,772.48 | Z-Score 3.11 (99.81%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $60,293.59 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kevin Batstone?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $2.54M, iShares Core U.S. Aggregate Bond ETF - $2.26M, Comfort Systems USA, Inc - $1.58M, Micron Technology, Inc - $1.44M, and Netflix, Inc - $1.04M. 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: Intel Corporation - $623,041.42, American Tower Corporation - $236,429.71, Bunge Global S.A - $192,101.33, Nucor Corporation - $141,577.96, and Mohawk Industries, Inc - $124,815.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Batstone's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.52M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.27M, SPDR Bloomberg Short Term High Yield Bond ETF - $666,175.37, SPDR Portfolio Developed World ex-US ETF - $613,695.64, iShares 1-3 Year Treasury Bond ETF - $592,885.65, and JPMorgan Ultra-Short Income ETF - $342,731.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Batstone's monthly returns?
Kevin Batstone'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 Kevin Batstone's strategy be considered aggressive or moderate?
Kevin Batstone'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 Kevin Batstone's strategy?
Kevin Batstone'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.
