EJK
Edward J. King Portfolio
Invests via Graney & King LLC | Managed by Edward J. King, Timothy P. Graney
Invests via Graney & King LLC
Managed by Edward J. King, Timothy P. Graney
Automatically Tracked
Former Massachusetts governor and ex-professional athlete with a background in law and business, known for steering state fiscal policy and economic development in the late 1970s and early 1980s. Edward J. King leveraged public-sector executive experience into private-sector roles tied to real estate and civic enterprises, making him a notable political figure with practical governance credentials relevant to policy-sensitive investments and regional public-private partnerships.
Former Massachusetts governor and ex-professional athlete with a background in law and business, known for steering state fiscal policy and economic development in the late 1970s and early 1980s. Edward J. King leveraged public-sector executive experience into private-sector roles tied to real estate and civic enterprises, making him a notable political figure with practical governance credentials relevant to policy-sensitive investments and regional public-private partnerships.
Investment Philosophy & Strategy
Former Massachusetts governor and ex-professional athlete with a background in law and business, known for steering state fiscal policy and economic development in the late 1970s and early 1980s. Edward J. King leveraged public-sector executive experience into private-sector roles tied to real estate and civic enterprises, making him a notable political figure with practical governance credentials relevant to policy-sensitive investments and regional public-private partnerships.
Former Massachusetts governor and ex-professional athlete with a background in law and business, known for steering state fiscal policy and economic development in the late 1970s and early 1980s. Edward J. King leveraged public-sector executive experience into private-sector roles tied to real estate and civic enterprises, making him a notable political figure with practical governance credentials relevant to policy-sensitive investments and regional public-private partnerships.
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:
25.83%
Gain -0.7%
Monthly
1.07%
Yearly
13.68%
Drawdown
17.94%
$274.65M
Equity
Holdings
$274.65M
Investment
$246.12M
$33.28M
Profit -$1.35M
Realized
$4.75M
Unrealized
$28.53M
Dividends
$8.12M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$1.35M
Win %
68%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$2.91M
Win %
68%
This Month
Compared to last month
Gain
0.1%
Profit
$259,846.4
Win %
68%
This Year
Compared to last year
Gain
-1.48%
Profit
-$3.95M
Win %
69%
NOG Northern Oil and Gas Inc.
+4.74%
+$4.88 
FMC FMC Corporation
+4.71%
+$28.09 
HONA Honeywell Aerospace Inc.
+3.67%
+$227.62 
CAVA Cava Group Inc.
+3.52%
+$300.3 
BP BP p.l.c. Sponsored ADR
+3.17%
+$162.71 
KMI Kinder Morgan, Inc.
+3.06%
+$1,721.57 
BKR Baker Hughes Company
+3.03%
+$415.8 
COP ConocoPhillips
+2.9%
+$2,152.14 
OXY Occidental Petroleum Corporation
+2.74%
+$687.64 
NGG National Grid plc Sponsored ADR
+2.59%
+$7,049.11 
LMT Lockheed Martin Corporation
+2.45%
+$443.36 
RTX RTX Corporation
+2.39%
+$509.01 
VSNT Versant Media Group, Inc.
+2.37%
+$0.74 
PODD Insulet Corporation
+2.28%
+$158.25 
PEP PepsiCo, Inc.
+2.16%
+$3,316.12 
F Ford Motor Company
+2.07%
+$1,962.22 
PM Philip Morris International Inc.
+2.03%
+$413.61 
XLE Energy Select Sector SPDR Fund
+1.98%
+$334.01 
AEP American Electric Power Company, Inc.
+1.96%
+$1,540.62 
CVX Chevron Corporation
+1.9%
+$1,805.44 
DUK Duke Energy Corporation
+1.77%
+$210 
CMCSA Comcast Corp
+1.72%
+$15.75 
WY Weyerhaeuser Company
+1.7%
+$516.45 
ED Consolidated Edison, Inc.
+1.69%
+$6,251.46 
NUE Nucor Corporation
+1.62%
+$94.99 
AMT American Tower Corporation
+1.59%
+$130.05 
XOM Exxon Mobil Corporation
+1.55%
+$6,533.83 
LNT Alliant Energy Corporation
+1.5%
+$1,194.83 
RGLD Royal Gold Inc.
+1.44%
+$208.32 
KO The Coca-Cola Company
+1.38%
+$133.35 
D Dominion Energy, Inc.
+1.37%
+$18.92 
LHX L3Harris Technologies, Inc.
+1.36%
+$1,880.25 
MO Altria Group, Inc.
+1.35%
+$405 
DMLP Dorchester Minerals, L.P.
+1.34%
+$342 
FE FirstEnergy Corp.
+1.29%
+$190.57 
GSK GSK plc Sponsored ADR
+1.27%
+$1,553.12 
GE General Electric Company
+1.26%
+$11,424.72 
CHMG Chemung Financial Corp.
+1.26%
+$105 
OTIS Otis Worldwide Corporation
+1.25%
+$28.16 
HDB HDFC Bank Limited ADR
+1.23%
+$348 
COST Costco Wholesale Corporation
+1.23%
+$2,158.2 
KNF Knife River Corporation
+1.22%
+$83.57 
MRK Merck & Co., Inc.
+1.22%
+$442.5 
PSX Phillips 66
+1.21%
+$900.42 
VTRS Viatris Inc.
+1.21%
+$38.94 
AVA Avista Corp.
+1.2%
+$2.17 
NEE NextEra Energy, Inc.
+1.18%
+$616.59 
AWK American Water Works Company, Inc.
+1.17%
+$155 
SYK Stryker Corporation
+1.15%
+$1,095.12 
HLN Haleon Plc - ADR
+1.11%
+$223.41 
MAR Marriott International Inc. - Class A
+1.1%
+$1,258 
MET MetLife Inc.
+1.1%
+$8.84 
DOW Dow Inc.
+1.1%
+$70.53 
AIG American International Group Inc.
+1.07%
+$42.5 
JPM JPMorgan Chase & Co.
+1.05%
+$4,659.6 
YUMC Yum China Holdings Inc.
+1.03%
+$370.76 
CTVA Corteva Inc.
+1.01%
+$28.21 
VZ Verizon Communications Inc.
+0.99%
+$292.16 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.98%
+$365 
LLY Eli Lilly and Company
+0.97%
+$2,454.3 
H Hyatt Hotels Corporation
+0.95%
+$243.2 
HII Huntington Ingalls Industries Inc.
+0.94%
+$10.02 
HD The Home Depot, Inc.
+0.91%
+$435.24 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$408.88 
LOW Lowe's Companies Inc.
+0.87%
+$93.5 
C Citigroup Inc.
+0.87%
+$32.1 
VDC VANGUARD CONSUMER STAPLES ETF
+0.86%
+$2,373.81 
PG Procter & Gamble Co
+0.81%
+$2,498.56 
VAW Vanguard Materials ETF
+0.78%
+$90.22 
HLT Hilton Worldwide Holdings Inc.
+0.77%
+$560.19 
AAPL Apple Inc.
+0.77%
+$21,756.48 
MRP Millrose Properties Inc.
+0.77%
+$19.04 
HXL Hexcel Corporation
+0.76%
+$39.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$7,758.46 
TT Trane Technologies plc
+0.71%
+$52 
SPLV Invesco S&P 500 Low Volatility ETF
+0.69%
+$147.9 
CARR Carrier Global Corporation
+0.69%
+$23.94 
CI The Cigna Group
+0.69%
+$4.13 
WMT Walmart Inc.
+0.68%
+$1,314.57 
KVUE Kenvue Inc.
+0.67%
+$571.62 
FVD First Trust Value Line Dividend Index Fund
+0.67%
+$388.05 
V Visa Inc. Class A
+0.66%
+$3,343.82 
GEV GE Vernova Inc.
+0.65%
+$4,311.16 
L Loews Corporation
+0.65%
+$472.15 
ABBV AbbVie Inc.
+0.63%
+$655.18 
JNJ Johnson & Johnson
+0.63%
+$2,539.17 
FXZ First Trust Materials AlphaDEX Fund
+0.6%
+$140.76 
POR Portland General Electric Company
+0.59%
+$78 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$2,918.37 
T AT&T Inc.
+0.49%
+$1,282.71 
PFE Pfizer Inc.
+0.48%
+$259.84 
VYX NCR Voyix Corp
+0.46%
+$0.1 
MFC Manulife Financial Corporation
+0.45%
+$294.64 
VLU SPDR S&P 1500 Value Tilt ETF
+0.44%
+$41,291.27 
BNY BlackRock New York Municipal Income Trust
+0.41%
+$266.68 
PH Parker-Hannifin Corporation
+0.4%
+$96 
ACR Acres Commercial Realty Corp.
+0.38%
+$44 
SCHH Schwab U.S. REIT ETF
+0.36%
+$1.12 
FXA Invesco CurrencyShares Australian Dollar Trust
+0.36%
+$514.91 
FNDF Schwab Fundamental International Large Company Index ETF
+0.32%
+$8.33 
DIS The Walt Disney Company
+0.31%
+$136.68 
RCL Royal Caribbean Group
+0.28%
+$237 
IFF International Flavors & Fragrances Inc.
+0.27%
+$19.44 
MGV Vanguard Mega Cap Value ETF
+0.26%
+$77,945.04 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$173.88 
EFV iShares MSCI EAFE Value ETF
+0.25%
+$1.4 
KEY KeyCorp
+0.25%
+$16.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.24%
+$1,383.08 
SCHC Schwab International Small-Cap Equity ETF
+0.24%
+$2.07 
VTV Vanguard Value ETF
+0.21%
+$3,862.16 
AMGN Amgen Inc.
+0.2%
+$133.5 
VNQ Vanguard Real Estate ETF
+0.2%
+$142.74 
MCK McKesson Corporation
+0.2%
+$130.65 
GDX VanEck Gold Miners ETF
+0.2%
+$16.66 
RWR SPDR Dow Jones REIT ETF
+0.19%
+$173.63 
RF Regions Financial Corporation
+0.18%
+$4.85 
GEHC GE HealthCare Technologies Inc.
+0.17%
+$103.32 
SPIP SPDR Portfolio TIPS ETF
+0.14%
+$2.62 
VOE Vanguard Mid-Cap Value ETF
+0.14%
+$7.54 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.14%
+$0.54 
MCD McDonald's Corporation
+0.13%
+$6.4 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.13%
+$36.66 
AXP American Express Company
+0.12%
+$113.19 
FNDC Schwab Fundamental International Small Company Index ETF
+0.11%
+$1.87 
OGN Organon & Co.
+0.11%
+$0.18 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$0.49 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.1%
+$1,015.92 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.1%
+$178.6 
FBRT Franklin BSP Realty Trust Inc.
+0.08%
+$0.17 
TRST TrustCo Bank Corp NY
+0.07%
+$180.02 
CAT Caterpillar Inc.
+0.07%
+$163.62 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.06%
+$118.98 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$18.81 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.05%
+$6,302.56 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$32.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.04%
+$490.45 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$26.54 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.04%
+$88.08 
BAC Bank of America Corporation
+0.04%
+$11.34 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$1.02 
BIIB Biogen Inc.
+0.04%
+$9.54 
NATL NCR Atleos Corporation
+0.02%
+$0.01 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$29.64 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$1.55 
BA Boeing Company
+0.02%
+$31.32 
SBUX Starbucks Corporation
+0.01%
+$2.85 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
REE Ree Automotive Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IXJ iShares Global Healthcare ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
NBIS Nebius Group N.V.
-10.19%
-$460.8 
APLD Applied Digital Corporation
-9.05%
-$907.74 
SLNH Soluna Holdings Inc.
-8.39%
-$2.62 
RIOT Riot Platforms, Inc.
-8.29%
-$2.57 
SNOW Snowflake Inc.
-7.62%
-$1,277.25 
FTNT Fortinet Inc.
-7.62%
-$6,264.72 
PANW Palo Alto Networks, Inc.
-7.45%
-$22,615.59 
UNIT Uniti Group Inc.
-6.99%
-$76.86 
PLTR Palantir Technologies Inc.
-6.94%
-$1,877.27 
CRWD CrowdStrike Holdings, Inc.
-6.81%
-$10,859.07 
ABTC Gryphon Digital Mining, Inc
-6.51%
-$40.34 
HPE Hewlett Packard Enterprise Company
-5.56%
-$296.66 
BYND Beyond Meat Inc.
-5.02%
-$0.53 
DJT Trump Media & Technology Group Corp.
-5%
-$74 
PLUG Plug Power Inc.
-4.7%
-$318.85 
BE Bloom Energy Corporation
-4.59%
-$227.85 
U Unity Software Inc.
-4.56%
-$197.5 
RGEN Repligen Corporation
-4.41%
-$1,300.8 
SPCE Virgin Galactic Holdings Inc.
-4.36%
-$2.47 
JBLU JetBlue Airways Corporation
-4.29%
-$135 
INTC Intel Corporation
-4.15%
-$17,119.08 
ZM Zoom Video Communications, Inc.
-4.07%
-$160.4 
IHAK iShares Cybersecurity and Tech ETF
-4.04%
-$314.16 
AMD Advanced Micro Devices, Inc.
-3.76%
-$3,823.62 
MU Micron Technology, Inc.
-3.71%
-$69.18 
ARKK ARK Innovation ETF Fund
-3.68%
-$3,143.7 
DOCU DocuSign Inc.
-3.58%
-$277.5 
TTD The Trade Desk, Inc. Class A
-3.54%
-$167.4 
HOOD Robinhood Markets, Inc.
-3.53%
-$139.46 
COIN Coinbase Global, Inc.
-3.49%
-$160.25 
ORCL Oracle Corporation
-3.47%
-$1,069.43 
APP AppLovin Corporation Class A Common Stock
-3.46%
-$483.5 
MRVL Marvell Technology, Inc.
-3.37%
-$569.1 
SNPS Synopsys, Inc.
-3.22%
-$15.09 
GLW Corning Incorporated
-3.16%
-$1,533 
AVGO Broadcom Inc.
-3.06%
-$389.2 
SE Sea Ltd.
-2.98%
-$189.15 
RIVN Rivian Automotive, Inc.
-2.96%
-$49.66 
META Meta Platforms Inc Class A
-2.75%
-$25,836.72 
RBLX Roblox Corporation
-2.7%
-$138 
RBA Rb Global Inc.
-2.69%
-$234 
ELF Elf Beauty Inc.
-2.66%
-$309 
HPQ HP Inc.
-2.66%
-$81.18 
GFS GlobalFoundries Inc.
-2.6%
-$1,783.08 
QTUM Defiance Quantum ETF
-2.54%
-$3,207.6 
CRM Salesforce Inc
-2.5%
-$1,000.93 
NFLX Netflix, Inc.
-2.47%
-$2,346.07 
HOG Harley-Davidson Inc.
-2.46%
-$456.96 
IGM iShares Expanded Tech Sector ETF
-2.43%
-$401 
SCHW Charles Schwab Corporation
-2.39%
-$2,540.25 
SWIM Latham Group, Inc.
-2.32%
-$29 
VRT Vertiv Holdings Co
-2.31%
-$531.79 
FITE SPDR S&P Kensho Future Security ETF
-2.28%
-$14.7 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.19%
-$1,474.36 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-2.19%
-$10,380.16 
XLK State Street Technology Select Sector SPDR ETF
-2.15%
-$2,760.8 
NAVI Navient Corporation
-2.14%
-$68.88 
EWY iShares MSCI South Korea ETF
-2.11%
-$26.32 
MSFT Microsoft Corp.
-2.09%
-$21,087.62 
VGT Vanguard Information Technology ETF
-2.08%
-$545.7 
TSLA Tesla, Inc.
-2.07%
-$6,999.32 
FTEC Fidelity MSCI Information Technology Index ETF
-2.07%
-$3,146.84 
VTWG Vanguard Russell 2000 Growth ETF
-2.04%
-$4,017.2 
VBK Vanguard Small-Cap Growth ETF
-2.02%
-$7,375.16 
KFRC Kforce Inc.
-1.93%
-$30 
SHOP Shopify Inc.
-1.93%
-$778.61 
NLR VanEck Uranium and Nuclear ETF
-1.89%
-$10.92 
GOOGL Alphabet Inc
-1.86%
-$1,171.8 
DAL Delta Air Lines, Inc.
-1.86%
-$820.7 
SMH VanEck Semiconductor ETF
-1.84%
-$61.8 
DKNG DraftKings Inc.
-1.84%
-$48.28 
EBAY eBay Inc.
-1.82%
-$112 
CSCO Cisco Systems, Inc.
-1.8%
-$520.74 
Q Qnity Electronics Inc.
-1.78%
-$108.63 
MEDP Medpace Holdings Inc.
-1.75%
-$220.2 
QQQM Invesco NASDAQ 100 ETF
-1.75%
-$160,396.71 
NVMI Nova Ltd.
-1.73%
-$568.5 
QQQ Invesco QQQ Trust, Series 1
-1.72%
-$6,039.46 
GOOG Alphabet Inc
-1.72%
-$5,669.08 
SPCX Space Exploration Technologies Corp. Class A
-1.71%
-$2,748.28 
CMG Chipotle Mexican Grill, Inc.
-1.65%
-$327.75 
MGK Vanguard Mega Cap Growth ETF
-1.62%
-$23,492.43 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.57%
-$23,633.95 
BLNK Blink Charging Co.
-1.53%
-$0.68 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$60.8 
LH Labcorp Holdings Inc.
-1.53%
-$565.44 
LPLA LPL Financial Holdings Inc.
-1.49%
-$1,882.65 
XCEM Columbia EM Core ex-China ETF
-1.47%
-$784.8 
VUG Vanguard Growth ETF
-1.47%
-$24,856.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.45%
-$1,456.38 
AMZN Amazon.com Inc
-1.43%
-$9,067.24 
DXC Dxc Technology Co.
-1.41%
-$0.97 
VTWO Vanguard Russell 2000 ETF
-1.41%
-$809.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.41%
-$1,131.16 
SNDA Sonida Senior Living Inc.
-1.39%
-$34 
JETS U.S. Global Jets ETF
-1.39%
-$370 
UNH UnitedHealth Group Incorporated
-1.38%
-$157.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.38%
-$416,000.26 
IWM iShares Russell 2000 ETF
-1.34%
-$125.8 
IUSG iShares Core S&P U.S. Growth ETF
-1.33%
-$17,838.08 
JBTM JBT Marel Corporation
-1.3%
-$26.22 
TMFC Motley Fool 100 Index ETF
-1.29%
-$349.83 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$31.57 
FV First Trust Dorsey Wright Focus 5 ETF
-1.25%
-$185.93 
AVAV AeroVironment Inc.
-1.22%
-$6 
UBER Uber Technologies, Inc.
-1.21%
-$482.4 
KTOS Kratos Defense & Security Solutions, Inc.
-1.19%
-$4.85 
IEMG iShares Core MSCI Emerging Markets ETF
-1.17%
-$166.53 
TGT Target Corporation
-1.17%
-$1,186.25 
IBIT iShares Bitcoin Trust
-1.16%
-$438.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.15%
-$58,179.56 
GBTC Grayscale Bitcoin Trust ETF
-1.15%
-$73 
BHF Brighthouse Financial Inc.
-1.14%
-$11.65 
SLM SLM Corporation
-1.12%
-$84 
BABA Alibaba Group Holding Limited SP ADR
-1.12%
-$66.96 
SAN Banco Santander S.A. Sponsored ADR
-1.11%
-$1.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.08%
-$1,006.77 
VB Vanguard Small-Cap ETF
-1.08%
-$14,997.8 
DECK Deckers Outdoor Corporation
-1.07%
-$44.64 
ESGV Vanguard ESG U.S. Stock ETF
-1.06%
-$1,655.9 
SCHE Schwab Emerging Markets Equity ETF
-1.05%
-$10.64 
CSGP CoStar Group, Inc.
-1.05%
-$11.72 
BR Broadridge Financial Solutions, Inc.
-1%
-$122.15 
LUV Southwest Airlines Co.
-0.93%
-$274.36 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
-0.92%
-$5,882.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.89%
-$47,067.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.87%
-$19.8 
UPS United Parcel Service, Inc.
-0.86%
-$316.87 
OEF iShares S&P 100 ETF
-0.85%
-$335.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$908.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.8%
-$10,305.63 
VTHR Vanguard Russell 3000 ETF
-0.8%
-$170.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.79%
-$1,375.2 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$38.64 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.79%
-$4,875.36 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$422.65 
SCWO 374Water Inc.
-0.76%
-$14.25 
IJH iShares Core S&P Mid-Cap ETF
-0.75%
-$504.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$567.36 
PRU Prudential Financial, Inc.
-0.74%
-$411.74 
VOO Vanguard S&P 500 ETF
-0.74%
-$6,816.95 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$152,614.98 
IVV iShares Core S&P 500 ETF
-0.73%
-$4,278.86 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.72%
-$14.28 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$8,340.69 
CFG Citizens Financial Group, Inc.
-0.68%
-$331.53 
VOLT Tema Electrification Fund
-0.67%
-$512.44 
LEN-B Lennar Corporation
-0.66%
-$2.02 
MDT Medtronic plc
-0.63%
-$109.5 
FLG Flagstar Bank, National Association
-0.62%
-$3.43 
VSGX Vanguard ESG International Stock ETF
-0.61%
-$352.11 
KD Kyndryl Holdings Inc.
-0.61%
-$3.84 
IBM International Business Machines Corporation
-0.59%
-$337.77 
GPIX S&P 500 Core Premium Income Fund
-0.59%
-$130,808.37 
XRT SPDR S&P Retail ETF
-0.58%
-$12.24 
GS The Goldman Sachs Group, Inc.
-0.57%
-$254 
LEN Lennar Corporation
-0.55%
-$94.6 
YUM Yum! Brands, Inc.
-0.53%
-$688.8 
GILD Gilead Sciences Inc.
-0.52%
-$70.47 
VO Vanguard Mid-Cap ETF
-0.49%
-$4,258.8 
ECL Ecolab Inc.
-0.48%
-$152.9 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.47%
-$14.8 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$792.33 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.45%
-$2,034.5 
NVDA NVIDIA Corporation
-0.45%
-$5,352.76 
ABNB Airbnb, Inc.
-0.43%
-$180 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.42%
-$4,899.4 
SLV iShares Silver Trust
-0.42%
-$221.1 
INDA ISHARES MSCI INDIA ETF
-0.41%
-$390.98 
INCY Incyte Corporation
-0.41%
-$23 
NVO Novo Nordisk A/S Sponsored ADR
-0.4%
-$31 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$223.36 
IJS iShares S&P Small-Cap 600 Value ETF
-0.39%
-$10.5 
IXUS iShares Core International Stock ETF
-0.36%
-$135,188.76 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.36%
-$29,952.6 
WAB Wabtec Corporation
-0.35%
-$74.46 
NDAQ Nasdaq, Inc.
-0.35%
-$6.93 
GLD SPDR Gold Shares
-0.34%
-$26.4 
IAU iShares Gold Trust
-0.33%
-$983.58 
EQWL Invesco S&P 100 Equal Weight ETF
-0.33%
-$331.47 
GLDM SPDR Gold MiniShares Trust
-0.33%
-$2.43 
RDVY First Trust Rising Dividend Achievers ETF
-0.31%
-$19,415.25 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$30.59 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$9,172.07 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$205.52 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.27%
-$22,454.92 
NVRI Enviri Corp.
-0.26%
-$6.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.26%
-$1,116.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$286.72 
SPBO SPDR Portfolio Corporate Bond ETF
-0.23%
-$19.43 
TLH iShares 10-20 Year Treasury Bond ETF
-0.23%
-$0.43 
SOLS Sollensys Corp
-0.23%
-$3.51 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$6,902 
INCO Columbia India Consumer ETF
-0.2%
-$54.86 
DD DuPont de Nemours, Inc.
-0.19%
-$8.5 
FTLS First Trust Long/Short Equity ETF
-0.19%
-$408.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$244.03 
EIS iShares MSCI Israel ETF
-0.17%
-$205.8 
PFG Principal Financial Group, Inc.
-0.17%
-$19 
CEF Sprott Physical Gold and Silver Trust
-0.17%
-$845.11 
FBND Fidelity Total Bond ETF
-0.17%
-$26,035.87 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$120.75 
REGN Regeneron Pharmaceuticals, Inc.
-0.16%
-$87.7 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.15%
-$837 
CW Curtiss-Wright Corporation
-0.14%
-$35.5 
PHO Invesco Water Resources ETF
-0.14%
-$10 
FTNY Franklin New York Municipal Income ETF
-0.13%
-$262.76 
SIRI Sirius XM Holdings Inc.
-0.13%
-$0.07 
CNO CNO Financial Group Inc.
-0.13%
-$2.17 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.12%
-$72.92 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.12%
-$58.88 
CGUI Capital Group Ultra Short Income ETF
-0.08%
-$115 
SCHF Schwab International Equity ETF
-0.07%
-$1.28 
JPLD JPMorgan Limited Duration ETF
-0.06%
-$32.97 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.05%
-$9.3 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.05%
-$0.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$111.58 
CVS CVS Health Corporation
-0.04%
-$1.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.04%
-$57.08 
XSHD Invesco S&P SmallCap High Dividend ETF
-0.04%
-$19.46 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.03%
-$7.41 
MA Mastercard Incorporated
-0.02%
-$3.51 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$17.32 
NYF iShares New York Muni Bond ETF
-0.01%
-$21.99 Events
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Dividends
Dividend Analysis
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| Trades 1243 | Longs Won 845/1243 67% | Profit Factor 9.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,713.12 |
| Average Win $44,282.31 | Best Trade (Oct 16) $4.23M | Sharpe Ratio -9.83 |
| Average Loss -$10,396.83 | Worst Trade (Oct 16) -$751,445.29 | Z-Score 13.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $26,774.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,304 | $2.08M | $2.86M | - | $782,927.05 | 37.66% | +0.766% |
| ABBV AbbVie Inc. | 365 | $65,327.74 | $104,096.17 | - | $38,768.43 | 59.34% | +0.633% |
| ABNB Airbnb, Inc. | 240 | $31,539 | $41,647.2 | - | $10,108.2 | 32.05% | -0.43% |
| ABTC Gryphon Digital Mining, Inc | 76.11 | $1,931.04 | $579.21 | - | -$1,351.83 | -70.01% | -6.511% |
| ACR Acres Commercial Realty Corp. | 1,100 | $17,765 | $11,561 | - | -$6,204 | -34.92% | +0.382% |
| AEP American Electric Power Company, Inc. | 634 | $58,474 | $80,340.48 | - | $21,866.48 | 37.4% | +1.955% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 2,936 | $73,733.72 | $73,605.52 | - | -$128.2 | -0.17% | -0.278% |
| AIG American International Group Inc. | 50 | $3,640 | $3,998.5 | - | $358.5 | 9.85% | +1.074% |
| AMD Advanced Micro Devices, Inc. | 181 | $48,523.26 | $97,940 | - | $49,416.74 | 101.84% | -3.757% |
| AMGN Amgen Inc. | 150 | $39,096 | $65,238 | - | $26,142 | 66.87% | +0.205% |
| AMT American Tower Corporation | 45 | $8,278.75 | $8,291.25 | - | $12.5 | 0.15% | +1.594% |
| AMZN Amazon.com Inc | 2,491 | $548,253.45 | $625,539.92 | - | $77,286.47 | 14.1% | -1.429% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 299,399 | $8.72M | $8.2M | - | -$515,354.4 | -5.91% | -0.273% |
| APLD Applied Digital Corporation | 492 | $3,759 | $9,124.14 | - | $5,365.14 | 142.73% | -9.049% |
| APP AppLovin Corporation Class A Common Stock | 50 | $35,927 | $13,481 | - | -$22,446 | -62.48% | -3.462% |
| ARKK ARK Innovation ETF Fund | 998 | $60,834 | $82,374.92 | - | $21,540.92 | 35.41% | -3.676% |
| AVA Avista Corp. | 5 | $183 | $183.07 | - | $0.07 | 0.04% | +1.202% |
| AVAV AeroVironment Inc. | 4 | $616 | $486.88 | - | -$129.12 | -20.96% | -1.217% |
| AVGO Broadcom Inc. | 37 | $10,199 | $12,351.01 | - | $2,152.01 | 21.1% | -3.055% |
| AWK American Water Works Company, Inc. | 100 | $12,449 | $13,459 | - | $1,010 | 8.11% | +1.165% |
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FAQ
Which stocks have generated the highest profits for Edward J. King?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $2.81M, S&P 500 Core Premium Income Fund - $2.69M, FT Energy Income Partners Strategy ETF - $729,073.35, SPDR Portfolio S&P 500 Value ETF - $714,276.84, and Vanguard Mega Cap Value ETF - $646,990.9. 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: The Trade Desk, Inc. Class A - $96,327.69, Novo Nordisk A/S Sponsored ADR - $13,166.7, eXp World Holdings Inc - $12,300, UnitedHealth Group Incorporated - $9,816.65, and The Kraft Heinz Company - $8,730.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward J. King's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.12M earned over time. The largest contributors to dividend income include S&P 500 Core Premium Income Fund - $2.64M, Vanguard Mega Cap Value ETF - $646,990.9, Fidelity Total Bond ETF - $635,739.67, VanEck Fallen Angel High Yield Bond ETF - $595,574.38, and SPDR Portfolio Long Term Corporate Bond ETF - $555,921.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward J. King's monthly returns?
Edward J. King'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 Edward J. King's strategy be considered aggressive or moderate?
Edward J. King'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 Edward J. King's strategy?
Edward J. King's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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