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:
29.51%
Gain +0.75%
Monthly
1.3%
Yearly
16.79%
Drawdown
17.94%
$280.13M
Equity
Holdings
$280.13M
Investment
$246.12M
$38.76M
Profit +$1.59M
Realized
$4.75M
Unrealized
$34.01M
Dividends
$7.37M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.59M
Win %
75%
This Week
Compared To Last Week
Gain
0.57%
Profit
$1.59M
Win %
75%
This Month
Compared to last month
Gain
1.83%
Profit
$5.02M
Win %
75%
This Year
Compared to last year
Gain
0.49%
Profit
$1.53M
Win %
75%
ABNB Airbnb, Inc.
+17.44%
+$6,348 
SPCX Space Exploration Technologies Corp. Class A
+15.82%
+$19,672.17 
BLNK Blink Charging Co.
+12.06%
+$6.51 
PLTR Palantir Technologies Inc.
+10.31%
+$2,170.8 
AVAV AeroVironment Inc.
+9.05%
+$61.92 
DKNG DraftKings Inc.
+8.39%
+$252.96 
HONA Honeywell Aerospace Inc.
+7.84%
+$466.26 
GDX VanEck Gold Miners ETF
+7.1%
+$584.08 
GFS GlobalFoundries Inc.
+6.99%
+$4,942.08 
ELF Elf Beauty Inc.
+6.67%
+$616 
HPQ HP Inc.
+6.62%
+$184.63 
NOG Northern Oil and Gas Inc.
+6.51%
+$5.28 
UBER Uber Technologies, Inc.
+6.44%
+$2,546.94 
SPCE Virgin Galactic Holdings Inc.
+5.97%
+$3.85 
DOCU DocuSign Inc.
+5.91%
+$336 
KTOS Kratos Defense & Security Solutions, Inc.
+5.87%
+$33.7 
COIN Coinbase Global, Inc.
+5.65%
+$205.25 
PLUG Plug Power Inc.
+5.56%
+$523.83 
GLW Corning Incorporated
+5.41%
+$2,978.5 
RGLD Royal Gold Inc.
+5.4%
+$729.74 
U Unity Software Inc.
+5.33%
+$217.5 
ARKK ARK Innovation ETF Fund
+4.9%
+$3,702.58 
RBLX Roblox Corporation
+4.87%
+$175.5 
ABTC Gryphon Digital Mining, Inc
+4.36%
+$20.55 
RIVN Rivian Automotive, Inc.
+4.03%
+$79.98 
LEN Lennar Corporation
+3.96%
+$739.2 
SNOW Snowflake Inc.
+3.93%
+$625.5 
MRVL Marvell Technology, Inc.
+3.87%
+$570.5 
LEN-B Lennar Corporation
+3.84%
+$12.8 
SWIM Latham Group, Inc.
+3.6%
+$52 
ACR Acres Commercial Realty Corp.
+3.56%
+$572 
FBRT Franklin BSP Realty Trust Inc.
+3.53%
+$8.91 
NLR VanEck Uranium and Nuclear ETF
+3.49%
+$23.82 
Q Qnity Electronics Inc.
+3.45%
+$234.6 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$4,564 
APP AppLovin Corporation Class A Common Stock
+3.32%
+$557 
CRM Salesforce Inc
+3.19%
+$963.9 
DJT Trump Media & Technology Group Corp.
+3.19%
+$63 
ZM Zoom Video Communications, Inc.
+3.17%
+$128.4 
SLV iShares Silver Trust
+2.97%
+$1,668.3 
NVMI Nova Ltd.
+2.96%
+$1,129 
CEF Sprott Physical Gold and Silver Trust
+2.95%
+$15,091.25 
TSLA Tesla, Inc.
+2.83%
+$8,439.25 
HOOD Robinhood Markets, Inc.
+2.83%
+$97.47 
QTUM Defiance Quantum ETF
+2.83%
+$3,760.02 
RGEN Repligen Corporation
+2.8%
+$715.2 
SHOP Shopify Inc.
+2.79%
+$935.24 
NVO Novo Nordisk A/S Sponsored ADR
+2.76%
+$254 
FXZ First Trust Materials AlphaDEX Fund
+2.76%
+$682.38 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+2.62%
+$1,746.61 
CI The Cigna Group
+2.59%
+$14.24 
SNPS Synopsys, Inc.
+2.47%
+$10.02 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$9,458.98 
EIS iShares MSCI Israel ETF
+2.43%
+$2,881.2 
ORCL Oracle Corporation
+2.42%
+$794.63 
GLDM SPDR Gold MiniShares Trust
+2.3%
+$17.37 
NVDA NVIDIA Corporation
+2.28%
+$27,255.33 
GLD SPDR Gold Shares
+2.27%
+$176.8 
IAU iShares Gold Trust
+2.25%
+$6,809.4 
LOW Lowe's Companies Inc.
+2.25%
+$270.6 
CSGP CoStar Group, Inc.
+2.25%
+$23.27 
RBA Rb Global Inc.
+2.19%
+$203 
SE Sea Ltd.
+2.11%
+$152.1 
PFE Pfizer Inc.
+2.1%
+$1,020.8 
FITE SPDR S&P Kensho Future Security ETF
+2.08%
+$14.17 
GEHC GE HealthCare Technologies Inc.
+2.08%
+$1,257.06 
SMH VanEck Semiconductor ETF
+1.98%
+$67.99 
FV First Trust Dorsey Wright Focus 5 ETF
+1.9%
+$271.35 
BYND Beyond Meat Inc.
+1.87%
+$0.45 
INTC Intel Corporation
+1.84%
+$7,954.32 
INCY Incyte Corporation
+1.84%
+$109 
TGT Target Corporation
+1.77%
+$1,696.5 
GILD Gilead Sciences Inc.
+1.77%
+$201.84 
HD The Home Depot, Inc.
+1.74%
+$946.92 
IHAK iShares Cybersecurity and Tech ETF
+1.69%
+$122.08 
AVGO Broadcom Inc.
+1.65%
+$257.33 
EBAY eBay Inc.
+1.65%
+$91 
IBM International Business Machines Corporation
+1.59%
+$903.96 
GSK GSK plc Sponsored ADR
+1.57%
+$2,037.7 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$836.97 
VAW Vanguard Materials ETF
+1.56%
+$189.14 
IFF International Flavors & Fragrances Inc.
+1.55%
+$106.52 
FTEC Fidelity MSCI Information Technology Index ETF
+1.53%
+$2,274.16 
AMGN Amgen Inc.
+1.51%
+$919.5 
VGT Vanguard Information Technology ETF
+1.51%
+$387.34 
HPE Hewlett Packard Enterprise Company
+1.51%
+$71.89 
MDT Medtronic plc
+1.43%
+$222.63 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$1,795.2 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.41%
+$7,104.58 
VTWG Vanguard Russell 2000 Growth ETF
+1.4%
+$3,047.76 
WBD Warner Bros. Discovery, Inc.
+1.38%
+$966.15 
F Ford Motor Company
+1.38%
+$1,462.05 
SCHM Schwab U.S. Mid-Cap ETF
+1.38%
+$32.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$1,087.44 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$959.31 
VB Vanguard Small-Cap ETF
+1.32%
+$19,303.72 
IGM iShares Expanded Tech Sector ETF
+1.28%
+$207 
INCO Columbia India Consumer ETF
+1.27%
+$379.2 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$85.59 
PODD Insulet Corporation
+1.25%
+$87 
UPS United Parcel Service, Inc.
+1.24%
+$480 
APLD Applied Digital Corporation
+1.24%
+$175.69 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.23%
+$26.04 
XCEM Columbia EM Core ex-China ETF
+1.23%
+$654 
PANW Palo Alto Networks, Inc.
+1.19%
+$3,517.81 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$10.62 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$4,031.93 
EWY iShares MSCI South Korea ETF
+1.17%
+$15.36 
HOG Harley-Davidson Inc.
+1.17%
+$201.6 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$104,685.59 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$30.41 
VSGX Vanguard ESG International Stock ETF
+1.14%
+$675.18 
BBIN JPMorgan BetaBuilders International Equity Fund
+1.14%
+$144,171.06 
FNDC Schwab Fundamental International Small Company Index ETF
+1.13%
+$19.38 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.1%
+$11,513.76 
VSNT Versant Media Group, Inc.
+1.1%
+$0.42 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$682.44 
XRT SPDR S&P Retail ETF
+1.09%
+$23.52 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$372.78 
IWM iShares Russell 2000 ETF
+1.09%
+$110.5 
XSHD Invesco S&P SmallCap High Dividend ETF
+1.08%
+$580.16 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.08%
+$16,198.55 
POR Portland General Electric Company
+1.07%
+$156 
KFRC Kforce Inc.
+1.06%
+$18.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$1,541.16 
DMLP Dorchester Minerals, L.P.
+1.05%
+$230.85 
SCHF Schwab International Equity ETF
+1.04%
+$18.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$33,318.93 
BR Broadridge Financial Solutions, Inc.
+1.03%
+$118.3 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$600.28 
IXUS iShares Core International Stock ETF
+1.01%
+$385,685.58 
LPLA LPL Financial Holdings Inc.
+1%
+$1,378.3 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$934.21 
JHMM John Hancock Multifactor Mid Cap ETF
+0.99%
+$211,926 
IXJ iShares Global Healthcare ETF
+0.99%
+$10 
SCHE Schwab Emerging Markets Equity ETF
+0.98%
+$10.08 
FNDF Schwab Fundamental International Large Company Index ETF
+0.97%
+$25.97 
BA Boeing Company
+0.95%
+$2,296.8 
IJS iShares S&P Small-Cap 600 Value ETF
+0.91%
+$26.25 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$35.84 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.89%
+$10,856.66 
JNJ Johnson & Johnson
+0.88%
+$3,604.5 
C Citigroup Inc.
+0.87%
+$34.95 
LMT Lockheed Martin Corporation
+0.87%
+$172.38 
MEDP Medpace Holdings Inc.
+0.87%
+$101.4 
EQWL Invesco S&P 100 Equal Weight ETF
+0.87%
+$876.3 
SLNH Soluna Holdings Inc.
+0.86%
+$0.42 
MGK Vanguard Mega Cap Growth ETF
+0.85%
+$12,099.75 
D Dominion Energy, Inc.
+0.85%
+$12.54 
MO Altria Group, Inc.
+0.85%
+$232.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$121.94 
AVA Avista Corp.
+0.83%
+$1.6 
ABBV AbbVie Inc.
+0.83%
+$737.3 
BIIB Biogen Inc.
+0.81%
+$178.08 
HII Huntington Ingalls Industries Inc.
+0.81%
+$10.48 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$1,256.21 
VTHR Vanguard Russell 3000 ETF
+0.8%
+$171.65 
JBTM JBT Marel Corporation
+0.8%
+$18.62 
GBTC Grayscale Bitcoin Trust ETF
+0.8%
+$40 
AMZN Amazon.com Inc
+0.8%
+$5,430.36 
VUG Vanguard Growth ETF
+0.8%
+$13,370.01 
IBIT iShares Bitcoin Trust
+0.8%
+$235.48 
DUK Duke Energy Corporation
+0.78%
+$96.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.78%
+$143.84 
LH Labcorp Holdings Inc.
+0.77%
+$279.3 
AMT American Tower Corporation
+0.77%
+$59.4 
VTRS Viatris Inc.
+0.77%
+$22.12 
UNH UnitedHealth Group Incorporated
+0.77%
+$86.52 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$4.34 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$442.4 
TT Trane Technologies plc
+0.76%
+$57.92 
CMCSA Comcast Corp
+0.76%
+$7.98 
PM Philip Morris International Inc.
+0.76%
+$144.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$4,991.44 
PHO Invesco Water Resources ETF
+0.74%
+$54 
COP ConocoPhillips
+0.73%
+$444.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.72%
+$774.4 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.72%
+$2.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$9,186.88 
RECS Columbia Research Enhanced Core ETF
+0.71%
+$1,207.36 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$34.62 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$9,476.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$206,769.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$549.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$669.6 
VO Vanguard Mid-Cap ETF
+0.67%
+$5,855.85 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$36,596.82 
MRP Millrose Properties Inc.
+0.66%
+$21.28 
GS The Goldman Sachs Group, Inc.
+0.64%
+$330.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.62%
+$233.6 
IVV iShares Core S&P 500 ETF
+0.6%
+$3,504.3 
TMFC Motley Fool 100 Index ETF
+0.6%
+$162.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$1,031.4 
VOO Vanguard S&P 500 ETF
+0.59%
+$5,443.15 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$6,890.16 
NFLX Netflix, Inc.
+0.58%
+$562.01 
NGG National Grid plc Sponsored ADR
+0.57%
+$1,585.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$5,669.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$2,583 
ECL Ecolab Inc.
+0.55%
+$172.7 
FXA Invesco CurrencyShares Australian Dollar Trust
+0.55%
+$809.74 
OEF iShares S&P 100 ETF
+0.55%
+$216.3 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.52%
+$15.91 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.52%
+$3,073.5 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$356.15 
VLU SPDR S&P 1500 Value Tilt ETF
+0.51%
+$47,335.38 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$225.81 
INDA ISHARES MSCI INDIA ETF
+0.49%
+$491.23 
GPIX S&P 500 Core Premium Income Fund
+0.48%
+$107,025.03 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$5,885.4 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
+0.47%
+$3,266.91 
RWR SPDR Dow Jones REIT ETF
+0.47%
+$457.38 
WY Weyerhaeuser Company
+0.47%
+$187.8 
FTLS First Trust Long/Short Equity ETF
+0.46%
+$987 
SYK Stryker Corporation
+0.46%
+$505.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.45%
+$25,925.45 
CSCO Cisco Systems, Inc.
+0.45%
+$142.02 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.45%
+$129.72 
MGV Vanguard Mega Cap Value ETF
+0.43%
+$129,011.94 
VTV Vanguard Value ETF
+0.43%
+$8,018.18 
HXL Hexcel Corporation
+0.43%
+$25.08 
PEP PepsiCo, Inc.
+0.42%
+$695.49 
SCHH Schwab U.S. REIT ETF
+0.42%
+$1.4 
SBUX Starbucks Corporation
+0.41%
+$122.55 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.41%
+$1,815.4 
VNQ Vanguard Real Estate ETF
+0.41%
+$317.2 
OGN Organon & Co.
+0.41%
+$0.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$236.99 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.4%
+$346.3 
AEP American Electric Power Company, Inc.
+0.39%
+$310.66 
PH Parker-Hannifin Corporation
+0.38%
+$101.5 
FMC FMC Corporation
+0.38%
+$4.24 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.37%
+$189.44 
T AT&T Inc.
+0.36%
+$948.09 
AWK American Water Works Company, Inc.
+0.35%
+$47 
SAN Banco Santander S.A. Sponsored ADR
+0.34%
+$0.5 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$202.98 
JPM JPMorgan Chase & Co.
+0.33%
+$1,544.41 
META Meta Platforms Inc Class A
+0.33%
+$2,439.68 
CAVA Cava Group Inc.
+0.32%
+$30.8 
KEY KeyCorp
+0.31%
+$22.68 
CFG Citizens Financial Group, Inc.
+0.3%
+$169.62 
AAPL Apple Inc.
+0.29%
+$7,639.68 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.29%
+$70.39 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$11.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.26%
+$315.84 
KVUE Kenvue Inc.
+0.26%
+$228.65 
SPHY SPDR Portfolio High Yield Bond ETF
+0.26%
+$26.22 
FTNY Franklin New York Municipal Income ETF
+0.26%
+$525.52 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.26%
+$21,965.24 
BAC Bank of America Corporation
+0.25%
+$90.72 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.24%
+$20,957.93 
IEF iShares 7-10 Year Treasury Bond ETF
+0.24%
+$177.1 
KO The Coca-Cola Company
+0.24%
+$21.52 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.23%
+$176.16 
TLH iShares 10-20 Year Treasury Bond ETF
+0.23%
+$0.45 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$12.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$8,092 
KD Kyndryl Holdings Inc.
+0.21%
+$1.44 
FBND Fidelity Total Bond ETF
+0.21%
+$32,978.43 
NUE Nucor Corporation
+0.21%
+$13.11 
DIS The Walt Disney Company
+0.2%
+$86.43 
FE FirstEnergy Corp.
+0.2%
+$30.68 
SPIP SPDR Portfolio TIPS ETF
+0.2%
+$3.75 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.2%
+$1,121.56 
LUV Southwest Airlines Co.
+0.19%
+$64.98 
OTIS Otis Worldwide Corporation
+0.19%
+$4.48 
NYF iShares New York Muni Bond ETF
+0.19%
+$439.8 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$4.59 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$235.62 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$296.35 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$414.44 
VDC VANGUARD CONSUMER STAPLES ETF
+0.17%
+$448.79 
MRK Merck & Co., Inc.
+0.16%
+$50 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$13.95 
NATL NCR Atleos Corporation
+0.15%
+$0.07 
SPBO SPDR Portfolio Corporate Bond ETF
+0.14%
+$11.96 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.13%
+$1.3 
VZ Verizon Communications Inc.
+0.13%
+$39.84 
RF Regions Financial Corporation
+0.13%
+$3.88 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$7,766.1 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.11%
+$205.39 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$25.8 
CGUI Capital Group Ultra Short Income ETF
+0.1%
+$143.75 
JPLD JPMorgan Limited Duration ETF
+0.1%
+$54.95 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.09%
+$185.09 
CARR Carrier Global Corporation
+0.06%
+$2.52 
NEE NextEra Energy, Inc.
+0.06%
+$33.15 
HLN Haleon Plc - ADR
+0.05%
+$10.15 
SIRI Sirius XM Holdings Inc.
+0.05%
+$0.03 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$32.4 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$26.54 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.04%
+$88.08 
VOLT Tema Electrification Fund
+0.03%
+$22.28 
SNDA Sonida Senior Living Inc.
+0.03%
+$0.68 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$5.38 
MSFT Microsoft Corp.
+0.01%
+$56.14 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
REE Ree Automotive Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EMTL SPDR Bloomberg Barclays Emerging Markets Local 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 
TTD The Trade Desk, Inc. Class A
-21.93%
-$1,395 
BE Bloom Energy Corporation
-4.32%
-$207.9 
NAVI Navient Corporation
-4.32%
-$137.76 
SCWO 374Water Inc.
-3.59%
-$60 
RIOT Riot Platforms, Inc.
-3.3%
-$1.4 
CW Curtiss-Wright Corporation
-3.22%
-$1,151 
DOW Dow Inc.
-3.17%
-$208.32 
CMG Chipotle Mexican Grill, Inc.
-2.7%
-$590.59 
DXC Dxc Technology Co.
-2.3%
-$1.27 
MA Mastercard Incorporated
-2.29%
-$356.4 
BHF Brighthouse Financial Inc.
-2.2%
-$28.77 
MET MetLife Inc.
-2.18%
-$17.44 
V Visa Inc. Class A
-2.18%
-$10,240.84 
TRST TrustCo Bank Corp NY
-2.08%
-$5,226.38 
SOLS Sollensys Corp
-1.96%
-$31.72 
JBLU JetBlue Airways Corporation
-1.94%
-$120 
CHMG Chemung Financial Corp.
-1.92%
-$166.95 
BKR Baker Hughes Company
-1.9%
-$301.14 
PFG Principal Financial Group, Inc.
-1.73%
-$200 
CAT Caterpillar Inc.
-1.72%
-$4,463.2 
NVRI Enviri Corp.
-1.7%
-$47.5 
VYX NCR Voyix Corp
-1.61%
-$0.41 
MAR Marriott International Inc. - Class A
-1.58%
-$1,682.77 
AIG American International Group Inc.
-1.5%
-$60 
FLG Flagstar Bank, National Association
-1.48%
-$10.29 
BP BP p.l.c. Sponsored ADR
-1.44%
-$64.66 
CVX Chevron Corporation
-1.42%
-$1,163.12 
KMI Kinder Morgan, Inc.
-1.41%
-$753.72 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$937.2 
XOM Exxon Mobil Corporation
-1.22%
-$4,568.82 
GE General Electric Company
-1.2%
-$13,032.01 
AMD Advanced Micro Devices, Inc.
-1.19%
-$1,049.8 
WAB Wabtec Corporation
-1.17%
-$252.58 
XLE Energy Select Sector SPDR Fund
-1.17%
-$172.72 
DD DuPont de Nemours, Inc.
-1.12%
-$54.74 
KNF Knife River Corporation
-1.05%
-$97.27 
YUM Yum! Brands, Inc.
-1.04%
-$1,368.99 
LHX L3Harris Technologies, Inc.
-1.04%
-$1,730.76 
VRT Vertiv Holdings Co
-1.03%
-$302.81 
GEV GE Vernova Inc.
-1.02%
-$7,248.15 
NBIS Nebius Group N.V.
-1.01%
-$46.08 
GOOGL Alphabet Inc
-0.98%
-$630 
YUMC Yum China Holdings Inc.
-0.93%
-$362.7 
GOOG Alphabet Inc
-0.91%
-$3,087.87 
ED Consolidated Edison, Inc.
-0.9%
-$3,293.78 
PG Procter & Gamble Co
-0.82%
-$2,352.16 
PSX Phillips 66
-0.79%
-$420.54 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$555.96 
UNIT Uniti Group Inc.
-0.73%
-$12.81 
DAL Delta Air Lines, Inc.
-0.72%
-$373.56 
H Hyatt Hotels Corporation
-0.69%
-$187.72 
HDB HDFC Bank Limited ADR
-0.65%
-$186 
MCD McDonald's Corporation
-0.64%
-$35.5 
CNO CNO Financial Group Inc.
-0.61%
-$10.54 
LLY Eli Lilly and Company
-0.58%
-$1,385.72 
CVS CVS Health Corporation
-0.56%
-$16.2 
MFC Manulife Financial Corporation
-0.54%
-$362.64 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,003.89 
AXP American Express Company
-0.47%
-$470.4 
MU Micron Technology, Inc.
-0.44%
-$7.82 
DECK Deckers Outdoor Corporation
-0.44%
-$20.64 
L Loews Corporation
-0.4%
-$305.9 
FTNT Fortinet Inc.
-0.3%
-$220.12 
JETS U.S. Global Jets ETF
-0.29%
-$95 
OXY Occidental Petroleum Corporation
-0.22%
-$51.63 
WMT Walmart Inc.
-0.22%
-$408.25 
LNT Alliant Energy Corporation
-0.22%
-$177.45 
MCK McKesson Corporation
-0.21%
-$121.27 
RCL Royal Caribbean Group
-0.18%
-$170.99 
PRU Prudential Financial, Inc.
-0.17%
-$99.96 
SLM SLM Corporation
-0.15%
-$13.44 
COST Costco Wholesale Corporation
-0.14%
-$244.81 
RTX RTX Corporation
-0.12%
-$30.78 
NDAQ Nasdaq, Inc.
-0.11%
-$2.21 
SPLV Invesco S&P 500 Low Volatility ETF
-0.08%
-$17.4 
SCHW Charles Schwab Corporation
-0.07%
-$79.03 
CTVA Corteva Inc.
-0.05%
-$8.68 Events
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Dividends
Dividend Analysis
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| Trades 1243 | Longs Won 906/1243 72% | Profit Factor 21.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,162.53 |
| Average Win $44,848.28 | Best Trade (Aug 17) $4.61M | Sharpe Ratio -43.2 |
| Average Loss -$5,564.76 | Worst Trade (Sep 01) -$260,936.84 | Z-Score 22.85 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $31,180.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,304 | $2.08M | $2.6M | - | $523,094.89 | 25.16% | +0.294% |
| ABBV AbbVie Inc. | 365 | $65,327.74 | $89,749.85 | - | $24,422.11 | 37.38% | +0.828% |
| ABNB Airbnb, Inc. | 240 | $31,539 | $42,741.6 | - | $11,202.6 | 35.52% | +17.443% |
| ABTC Gryphon Digital Mining, Inc | 76.11 | $1,931.04 | $491.68 | - | -$1,439.36 | -74.54% | +4.362% |
| ACR Acres Commercial Realty Corp. | 1,100 | $17,765 | $16,632 | - | -$1,133 | -6.38% | +3.562% |
| AEP American Electric Power Company, Inc. | 634 | $58,474 | $79,725.5 | - | $21,251.5 | 36.34% | +0.391% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 2,936 | $73,733.72 | $75,249.68 | - | $1,515.96 | 2.06% | +0.235% |
| AIG American International Group Inc. | 50 | $3,640 | $3,938.5 | - | $298.5 | 8.2% | -1.501% |
| AMD Advanced Micro Devices, Inc. | 181 | $48,523.26 | $87,509.88 | - | $38,986.62 | 80.35% | -1.185% |
| AMGN Amgen Inc. | 150 | $39,096 | $61,647 | - | $22,551 | 57.68% | +1.514% |
| AMT American Tower Corporation | 45 | $8,278.75 | $7,763.4 | - | -$515.35 | -6.22% | +0.771% |
| AMZN Amazon.com Inc | 2,491 | $548,253.45 | $683,630.04 | - | $135,376.59 | 24.69% | +0.801% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 299,399 | $8.72M | $8.69M | - | -$28,831.02 | -0.33% | +0.242% |
| APLD Applied Digital Corporation | 492 | $3,759 | $14,374.81 | - | $10,615.81 | 282.41% | +1.237% |
| APP AppLovin Corporation Class A Common Stock | 50 | $35,927 | $17,340.5 | - | -$18,586.5 | -51.73% | +3.319% |
| ARKK ARK Innovation ETF Fund | 998 | $60,834 | $79,281.12 | - | $18,447.12 | 30.32% | +4.899% |
| AVA Avista Corp. | 5 | $183 | $193.7 | - | $10.7 | 5.85% | +0.833% |
| AVAV AeroVironment Inc. | 4 | $616 | $746.4 | - | $130.4 | 21.17% | +9.046% |
| AVGO Broadcom Inc. | 37 | $10,199 | $15,818.42 | - | $5,619.42 | 55.1% | +1.654% |
| AWK American Water Works Company, Inc. | 100 | $12,449 | $13,529 | - | $1,080 | 8.68% | +0.349% |
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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 - $2.78M, S&P 500 Core Premium Income Fund - $2.53M, FT Energy Income Partners Strategy ETF - $729,073.35, SPDR Portfolio S&P 500 Value ETF - $709,019.22, and Fidelity Total Bond ETF - $635,739.67. 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 - $13,166.82, eXp World Holdings Inc - $12,300, UnitedHealth Group Incorporated - $9,881.61, and Vanguard Russell 2000 ETF - $8,840.73. 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 $7.37M earned over time. The largest contributors to dividend income include S&P 500 Core Premium Income Fund - $2.48M, Fidelity Total Bond ETF - $635,739.67, VanEck Fallen Angel High Yield Bond ETF - $547,969.94, Vanguard Mega Cap Value ETF - $517,190.01, and SPDR Portfolio Long Term Corporate Bond ETF - $474,769.85. 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.
