KT
Karen Tatman Portfolio
Invests via KMT Wealth Management LLC | Managed by Karen Tatman
Invests via KMT Wealth Management LLC
Managed by Karen Tatman
Automatically Tracked
Seasoned investor and operator with a focus on growth-stage technology and healthcare opportunities, bringing experience across venture capital, corporate strategy and board advisory roles. Karen Tatman combines deal-sourcing and portfolio-management skills with operational insight to support scaling companies, capital raises and M&A execution. Regularly engages with founders and management teams on go-to-market, financial planning and governance; known for constructing syndicates and advising on exit pathways. Market-facing profile appeals to LPs seeking experienced GP collaboration and strategic value-add in complex sectors.
Seasoned investor and operator with a focus on growth-stage technology and healthcare opportunities, bringing experience across venture capital, corporate strategy and board advisory roles. Karen Tatman combines deal-sourcing and portfolio-management skills with operational insight to support scaling companies, capital raises and M&A execution. Regularly engages with founders and management teams on go-to-market, financial planning and governance; known for constructing syndicates and advising on exit pathways. Market-facing profile appeals to LPs seeking experienced GP collaboration and strategic value-add in complex sectors.
Investment Philosophy & Strategy
Targets growth-stage technology and healthcare companies, applying an operator-investor mindset that prioritizes revenue acceleration, capital efficiency and durable unit economics. Deploys conviction-led, staged capital with active board-level governance and hands-on go-to-market and financial planning support. Emphasizes syndicate construction, exit pathway optimization and LP alignment, favoring scalable models where operational leverage and M&A optionality shorten time to liquidity.
Targets growth-stage technology and healthcare companies, applying an operator-investor mindset that prioritizes revenue acceleration, capital efficiency and durable unit economics. Deploys conviction-led, staged capital with active board-level governance and hands-on go-to-market and financial planning support. Emphasizes syndicate construction, exit pathway optimization and LP alignment, favoring scalable models where operational leverage and M&A optionality shorten time to liquidity.
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:
44.47%
Gain +0.82%
Monthly
1.75%
Yearly
23.18%
Drawdown
20.46%
$218.71M
Equity
Holdings
$218.71M
Investment
$165.48M
$54.18M
Profit +$1.34M
Realized
$953,630.48
Unrealized
$53.23M
Dividends
$3.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$1.34M
Win %
94%
This Week
Compared To Last Week
Gain
1.3%
Profit
$2.8M
Win %
94%
This Month
Compared to last month
Gain
2.28%
Profit
$4.87M
Win %
94%
This Year
Compared to last year
Gain
18.84%
Profit
$34.67M
Win %
90%
AVGO Broadcom Inc.
+4.61%
+$13,208.79 
HD The Home Depot, Inc.
+1.34%
+$2,341.18 
MSFT Microsoft Corp.
+1.22%
+$9,490.19 
IVV iShares Core S&P 500 ETF
+0.69%
+$540,476.69 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$17,796.11 
VOO Vanguard S&P 500 ETF
+0.68%
+$19,253.59 
CGDV Capital Group Dividend Value ETF
+0.65%
+$2,000.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$711,105.81 
NVDA NVIDIA Corporation
+0.53%
+$1,791.39 
SCHM Schwab U.S. Mid-Cap ETF
+0.4%
+$1,338.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$24,635.06 
CGGO Capital Group Global Growth Equity ETF
+0.15%
+$617.16 
DFAS Dimensional U.S. Small Cap ETF
+0.03%
+$2,261.53 
AAPL Apple Inc.
+0.02%
+$136.41 Events
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Dividends
Dividend Analysis
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| Trades 55 | Longs Won 48/55 87% | Profit Factor 235.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.33M |
| Average Win $1.13M | Best Trade (Oct 06) $18.04M | Sharpe Ratio -59.44 |
| Average Loss -$33,041.65 | Worst Trade (Mar 30) -$63,766.3 | Z-Score 17.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $985,117.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.73% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,949 | $460,740.57 | $648,939.04 | - | $188,198.47 | 40.85% | +0.021% |
| AVGO Broadcom Inc. | 790 | $217,763.9 | $299,591.7 | - | $81,827.8 | 37.58% | +4.612% |
| CGDV Capital Group Dividend Value ETF | 6,187 | $220,505 | $308,628.6 | - | $88,123.6 | 39.96% | +0.653% |
| CGGO Capital Group Global Growth Equity ETF | 10,286 | $291,402 | $414,011.5 | - | $122,609.5 | 42.08% | +0.149% |
| DFAS Dimensional U.S. Small Cap ETF | 90,461 | $5.89M | $7.16M | - | $1.27M | 21.54% | +0.032% |
| HD The Home Depot, Inc. | 621 | $227,590 | $176,935.32 | - | -$50,654.68 | -22.26% | +1.341% |
 IJR iShares Core S&P Small-Cap ETF | 8,383 | $961,739.4 | $1.16M | - | $202,575.47 | 21.06% | -0.094% |
| IVV iShares Core S&P 500 ETF | 100,107 | $59.18M | $78.45M | - | $19.26M | 32.55% | +0.694% |
| MSFT Microsoft Corp. | 1,484 | $586,404.64 | $788,857.3 | - | $202,452.66 | 34.52% | +1.218% |
| NVDA NVIDIA Corporation | 1,405 | $188,677.76 | $337,445.87 | - | $148,768.11 | 78.85% | +0.534% |
 SCHA Schwab U.S. Small-Cap ETF | 7,311 | $212,604 | $242,176.87 | - | $29,572.87 | 13.91% | -0.346% |
| SCHM Schwab U.S. Mid-Cap ETF | 9,559 | $295,947 | $333,704.69 | - | $37,757.69 | 12.76% | +0.403% |
| SPY SPDR S&P 500 ETF Trust | 3,314 | $1.97M | $2.59M | - | $612,484.84 | 31.04% | +0.693% |
| VOO Vanguard S&P 500 ETF | 4,007 | $2.16M | $2.87M | - | $717,763.29 | 33.3% | +0.675% |
 VTEB Vanguard Tax-Exempt Bond ETF | 20,300 | $1.01M | $960,393 | - | -$52,374 | -5.17% | -0.127% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 291,438 | $84.53M | $111.63M | - | $27.11M | 32.07% | +0.641% |
| VXUS Vanguard Total International Stock Index Fund Investor Shares | 120,171 | $7.08M | $10.34M | - | $3.26M | 46.03% | +0.239% |
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FAQ
Which stocks have generated the highest profits for Karen Tatman?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.76M, iShares Core S&P 500 ETF - $1.43M, Vanguard Total International Stock Index Fund Investor Shares - $540,731.22, SPDR S&P 500 ETF Trust - $463,981.87, and Vanguard S&P 500 ETF - $181,228.17. 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: Broadcom Inc - $53,512.18 and Amazon.com Inc - $20,430.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Karen Tatman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.66M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.76M, iShares Core S&P 500 ETF - $1.18M, Vanguard Total International Stock Index Fund Investor Shares - $385,537.24, Dimensional U.S. Small Cap ETF - $117,987.48, and Vanguard S&P 500 ETF - $52,871.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Karen Tatman's monthly returns?
Karen Tatman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Karen Tatman's strategy be considered aggressive or moderate?
Karen Tatman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Karen Tatman's strategy?
Karen Tatman'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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