KB
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:
39.39%
Gain +1.74%
Monthly
1.14%
Yearly
14.56%
Drawdown
11.27%
$175.75M
Equity
Holdings
$175.75M
Investment
$131.06M
$57.35M
Profit +$3.49M
Realized
$12.66M
Unrealized
$44.69M
Dividends
$7.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.74%
Profit
$3.49M
Win %
72%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$1.64M
Win %
72%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.53M
Win %
72%
This Year
Compared to last year
Gain
6.59%
Profit
$10.98M
Win %
72%
MU Micron Technology, Inc.
+11.51%
+$202,773.25 
MRVL Marvell Technology, Inc.
+11.17%
+$104,912.99 
LQDA Liquidia Corporation
+10.15%
+$57,858.8 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$68,531.78 
INTC Intel Corporation
+9.4%
+$61,013.89 
FLEX Flex Ltd.
+8.75%
+$92,341.72 
LEU Centrus Energy Corp.
+8.61%
+$19,800.78 
ALB Albemarle Corporation
+7.92%
+$35,551.34 
FIX Comfort Systems USA, Inc.
+7.38%
+$109,904.08 
JBL Jabil Inc.
+7.04%
+$58,202.9 
OKLO Oklo Inc.
+6.83%
+$21,494.25 
PANW Palo Alto Networks, Inc.
+6.12%
+$43,948.08 
QCOM QUALCOMM Incorporated
+6.11%
+$109,394.88 
WSM Williams-Sonoma, Inc.
+5.57%
+$18,455.04 
VST Vistra Corp
+5.46%
+$16,095.26 
CAT Caterpillar Inc.
+4.92%
+$183,899.09 
TSLA Tesla, Inc.
+4.64%
+$68,003.4 
SNEX StoneX Group Inc.
+4.25%
+$20,997.19 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+3.95%
+$4,465.41 
RTX RTX Corporation
+3.81%
+$35,530.56 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$286,580 
ICLR ICON plc
+3.6%
+$7,332 
AVGO Broadcom Inc.
+3.54%
+$85,920.35 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$178,590.15 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.28%
+$7,761.11 
GS The Goldman Sachs Group, Inc.
+3.24%
+$76,381.57 
IWM iShares Russell 2000 ETF
+3.07%
+$211,890.69 
MAR Marriott International Inc. - Class A
+2.69%
+$13,628.93 
EXPE Expedia Group, Inc.
+2.67%
+$33,619.95 
QBTS D-Wave Quantum Inc.
+2.58%
+$11,410.8 
CSCO Cisco Systems, Inc.
+2.57%
+$58,770.45 
IJH iShares Core S&P Mid-Cap ETF
+2.55%
+$179,769.36 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$67,260.18 
SPEM SPDR Portfolio Emerging Markets ETF
+2.36%
+$73,827.6 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.35%
+$25,450.86 
NVDA NVIDIA Corporation
+2.33%
+$96,392.9 
PFE Pfizer Inc.
+2.29%
+$5,374.98 
FWONA Liberty Media Corporation
+2.12%
+$4,676.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$185,746.25 
CEG Constellation Energy Corporation
+1.72%
+$6,692.85 
MFG Mizuho Financial Group Inc. ADR
+1.71%
+$7,414.24 
MELI MercadoLibre, Inc.
+1.55%
+$2,865.2 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$3,911.08 
AMZN Amazon.com Inc
+1.54%
+$38,682.54 
JPM JPMorgan Chase & Co.
+1.53%
+$27,074.46 
AAPL Apple Inc.
+1.41%
+$19,588.31 
MFC Manulife Financial Corporation
+1.34%
+$27,419.7 
JXN Jackson Financial Inc.
+1.25%
+$3,278.45 
DX Dynex Capital Inc.
+1.14%
+$3,584.4 
IBM International Business Machines Corporation
+1.05%
+$17,365.98 
MMM 3M Company
+0.77%
+$12,622.69 
GOOG Alphabet Inc
+0.76%
+$2,450.58 
PLTR Palantir Technologies Inc.
+0.71%
+$8,448.03 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$2,202.42 
CDX Simplify High Yield ETF
+0.64%
+$1,379.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$147,376.86 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$2,425.26 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.55%
+$3,721.68 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$18,535.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.44%
+$2,825.14 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$7,996.17 
VZ Verizon Communications Inc.
+0.41%
+$6,474.25 
FOXA Fox Corporation
+0.37%
+$1,032.75 
GOOGL Alphabet Inc
+0.35%
+$13,021.25 
TJX The TJX Companies, Inc.
+0.23%
+$4,569.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$12,856.42 
HYBL SPDR Blackstone High Income Fund
+0.12%
+$534.98 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,842.66 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,116.57 
MDT Medtronic plc
+0.06%
+$868.9 
JNJ Johnson & Johnson
+0.05%
+$700.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$103.06 
ABC AmerisourceBergen Corporation
0%
$0 
HPQ HP Inc.
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
ORCL Oracle Corporation
-8.32%
-$69,454.22 
WM Waste Management, Inc.
-2.4%
-$28,530.14 
MSFT Microsoft Corp.
-1.81%
-$29,845.65 
KO The Coca-Cola Company
-1.16%
-$19,349.56 
LNG Cheniere Energy Inc.
-0.94%
-$16,185.1 
CSV Carriage Services Inc.
-0.93%
-$3,051.02 
WMB The Williams Companies, Inc.
-0.78%
-$3,193.68 
COST Costco Wholesale Corporation
-0.75%
-$12,878.1 
SCHW Charles Schwab Corporation
-0.73%
-$3,470.35 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$2,653.2 
DUK Duke Energy Corporation
-0.64%
-$2,201.6 
TTE TotalEnergies SE
-0.62%
-$2,809.4 
MA Mastercard Incorporated
-0.5%
-$901.53 
UNH UnitedHealth Group Incorporated
-0.49%
-$1,582.03 
CME CME Group Inc.
-0.42%
-$1,052.79 
META Meta Platforms Inc Class A
-0.4%
-$5,876.09 
ORLY O'Reilly Automotive Inc.
-0.35%
-$4,956.21 
MCK McKesson Corporation
-0.22%
-$900.24 
WMT Walmart Inc.
-0.12%
-$2,591.01 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$311.15 Events
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Dividends
Dividend Analysis
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| Trades 780 | Longs Won 520/780 66% | Profit Factor 16.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,194.71 |
| Average Win $117,610.86 | Best Trade (Jun 10) $2.36M | Sharpe Ratio -12.21 |
| Average Loss -$14,639.97 | Worst Trade (Dec 30) -$544,772.48 | Z-Score 3.05 (99.77%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $73,527.25 |
| 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 | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
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