KK
Kristen Kline Portfolio
Invests via Southern Style Financial Inc. | Managed by NewEdge Advisors LLC
Invests via Southern Style Financial Inc.
Managed by NewEdge Advisors LLC
Automatically Tracked
Kristen Kline Profile
Kristen Kline is an accomplished entrepreneur and innovative leader with a track record of building successful ventures across diverse sectors. With extensive experience in launching and scaling businesses, she brings a unique blend of strategic insight and operational expertise. Her ventures have focused on transforming customer experiences through cutting-edge technology solutions, establishing her as a key figure in the startup ecosystem. Committed to fostering entrepreneurship, she actively engages in mentorship and investment activities that support emerging companies, contributing to economic development. Kline's leadership has garnered recognition for driving growth while promoting sustainable business practices.
Kristen Kline is an accomplished entrepreneur and innovative leader with a track record of building successful ventures across diverse sectors. With extensive experience in launching and scaling businesses, she brings a unique blend of strategic insight and operational expertise. Her ventures have focused on transforming customer experiences through cutting-edge technology solutions, establishing her as a key figure in the startup ecosystem. Committed to fostering entrepreneurship, she actively engages in mentorship and investment activities that support emerging companies, contributing to economic development. Kline's leadership has garnered recognition for driving growth while promoting sustainable business practices.
Investment Philosophy & Strategy
In the rapidly evolving landscape of technology-driven businesses, Kristen Kline excels in harnessing innovation to shape competitive advantage. Her entrepreneurial spirit fuels a focus on identifying gaps in customer experience, allowing her to pioneer solutions that resonate with modern demands. She strategically employs a hands-on approach to mentorship and investment, promoting sustainable practices while enabling startups to thrive. By cultivating meaningful relationships within the ecosystem, Kline seeks out opportunities that drive growth and transformation across sectors. This proactive engagement not only accelerates business success but also underscores her commitment to building resilient communities.
In the rapidly evolving landscape of technology-driven businesses, Kristen Kline excels in harnessing innovation to shape competitive advantage. Her entrepreneurial spirit fuels a focus on identifying gaps in customer experience, allowing her to pioneer solutions that resonate with modern demands. She strategically employs a hands-on approach to mentorship and investment, promoting sustainable practices while enabling startups to thrive. By cultivating meaningful relationships within the ecosystem, Kline seeks out opportunities that drive growth and transformation across sectors. This proactive engagement not only accelerates business success but also underscores her commitment to building resilient communities.
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:
12.14%
Gain +0.72%
Monthly
0.66%
Yearly
8.19%
Drawdown
10.18%
$138.52M
Equity
Holdings
$138.52M
Investment
$123.52M
$15M
Profit +$984,689.91
Realized
-$0
Unrealized
$15M
Dividends
$4.75M
Goals
Avg. 97.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$984,689.91
Win %
67%
This Week
Compared To Last Week
Gain
0.72%
Profit
$984,689.91
Win %
67%
This Month
Compared to last month
Gain
-0.61%
Profit
-$844,917.57
Win %
67%
This Year
Compared to last year
Gain
4.74%
Profit
$6.27M
Win %
67%
FBTC Fidelity Wise Origin Bitcoin Index Fund
+4.84%
+$7,482.56 
ORCL Oracle Corporation
+4.59%
+$16,681.72 
AMZN Amazon.com Inc
+3.11%
+$7,152.88 
IAU iShares Gold Trust
+2.59%
+$180,697.25 
MSFT Microsoft Corp.
+2.34%
+$74,425.08 
NOW ServiceNow, Inc.
+2.14%
+$9,570.3 
ESGV Vanguard ESG U.S. Stock ETF
+2.01%
+$6,167.35 
NDSN Nordson Corporation
+1.82%
+$9,997.92 
AAPL Apple Inc.
+1.75%
+$11,924.33 
VOO Vanguard S&P 500 ETF
+1.71%
+$10,193.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$19,209.87 
IVV iShares Core S&P 500 ETF
+1.45%
+$742,124.72 
TSLA Tesla, Inc.
+0.64%
+$5,946.92 
V Visa Inc. Class A
+0.57%
+$1,357.89 
HD The Home Depot, Inc.
+0.52%
+$1,366.28 
PG Procter & Gamble Co
+0.39%
+$8,921.39 
FBND Fidelity Total Bond ETF
+0.1%
+$15,865.97 
CGCB Capital Group Core Bond ETF
+0.1%
+$17,719.88 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.06%
+$203.29 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$5,587.64 
VZ Verizon Communications Inc.
-2.02%
-$74,181.72 
LAND Gladstone Land Corporation
-1.9%
-$29,653.1 
DOW Dow Inc.
-1.7%
-$29,391.12 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$4,545.97 
STZ Constellation Brands, Inc.
-0.63%
-$12,918.63 
COST Costco Wholesale Corporation
-0.26%
-$11,954.75 
IJR iShares Core S&P Small-Cap ETF
-0.16%
-$7,815.37 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.09%
-$116.49 Events
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Dividends
Dividend Analysis
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| Trades 28 | Longs Won 19/28 67% | Profit Factor 6.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.24M |
| Average Win $934,940.23 | Best Trade (Jun 15) $11.62M | Sharpe Ratio -211.72 |
| Average Loss -$307,333.79 | Worst Trade (Jun 10) -$1.12M | Z-Score 2.79 (99.47%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $535,637.86 |
| 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% | 0.14% | 4.52% |
| Consecutive Losing Trades | 451 | 406 | 361 | 315 | 270 | 225 | 180 | 135 | 90 | 45 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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