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:
2.35%
Gain -0.07%
Monthly
0.4%
Yearly
2.35%
Drawdown
10.18%
$0
Equity
Holdings
$0
Investment
$0
$2.9M
Profit -$91,211.7
Realized
$2.9M
Unrealized
$0
Dividends
$1.58M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$91,211.7
Win %
64%
This Week
Compared To Last Week
Gain
1.55%
Profit
$1.93M
Win %
64%
This Month
Compared to last month
Gain
1.48%
Profit
$1.85M
Win %
64%
This Year
Compared to last year
Gain
2.38%
Profit
$2.94M
Win %
64%
IVV iShares Core S&P 500 ETF
+$2.46M
IAU iShares Gold Trust
+$1.13M
CGCB Capital Group Core Bond ETF
+$718,549.09
FBND Fidelity Total Bond ETF
+$674,422.79
MSFT Microsoft Corp.
+$621,857.75
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+$474,402.37
VZ Verizon Communications Inc.
+$354,646.98
COST Costco Wholesale Corporation
+$344,479.6
ORCL Oracle Corporation
+$104,413.69
IEFA iShares Core MSCI EAFE ETF
+$70,143.31
VTI VANGUARD TOTAL STOCK MKT ETF
+$47,489.76
FBTC Fidelity Wise Origin Bitcoin Index Fund
+$34,710.08
V Visa Inc. Class A
+$29,168.82
VOO Vanguard S&P 500 ETF
+$26,843.75
NDSN Nordson Corporation
+$14,194.68
ESGV Vanguard ESG U.S. Stock ETF
+$12,368.93
SPTL SPDR Portfolio Long Term Treasury ETF
+$9,025.61
STZ Constellation Brands, Inc.
-$786,037.39
DOW Dow Inc.
-$626,132.8
TSLA Tesla, Inc.
-$198,739.7
IJR iShares Core S&P Small-Cap ETF
-$182,016.26
AAPL Apple Inc.
-$105,214.4
PG Procter & Gamble Co
-$94,049.97
LAND Gladstone Land Corporation
-$69,691.63
NOW ServiceNow, Inc.
-$27,689.6
HD The Home Depot, Inc.
-$14,372.24
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-$3,264.85
AMZN Amazon.com Inc
-$170.04
Events
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Dividends
Dividend Analysis
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| Trades 28 | Longs Won 17/28 60% | Profit Factor 2.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $539,527.95 |
| Average Win $338,840.39 | Best Trade (Jun 29) $2.21M | Sharpe Ratio 0 |
| Average Loss -$210,616.45 | Worst Trade (Jun 29) -$814,236.12 | Z-Score 0.06 (4.61%) |
| Commissions $0 | Avg. Trade Length 6m | Expectancy $103,660.9 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kristen Kline?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.46M, iShares Gold Trust - $1.13M, Capital Group Core Bond ETF - $718,549.09, Fidelity Total Bond ETF - $674,422.79, and Microsoft Corp - $621,857.75. 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: Constellation Brands, Inc - $786,037.39, Dow Inc - $626,132.8, Tesla, Inc - $198,739.7, iShares Core S&P Small-Cap ETF - $182,016.26, and Apple Inc - $105,214.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristen Kline's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.58M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $364,212.04, Capital Group Core Bond ETF - $362,769.17, iShares Core S&P 500 ETF - $249,773.69, iShares 0-5 Year Investment Grade Corporate Bond ETF - $236,982.99, and Verizon Communications Inc - $103,701.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristen Kline's monthly returns?
Kristen Kline's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kristen Kline's strategy be considered aggressive or moderate?
It is difficult to clearly classify Kristen Kline's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Kristen Kline's strategy?
It is difficult to determine whether Kristen Kline's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
