KRH
Kenneth R. Herold Portfolio
Invests via FinDec Wealth Services Inc. | Managed by Kenneth R. Herold
Invests via FinDec Wealth Services Inc.
Managed by Kenneth R. Herold
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Kenneth R. Herold Profile
With a substantial career as an operating executive, Kenneth R. Herold has leveraged his expertise to drive strategic initiatives across various sectors. His leadership spans technology and finance, where he has successfully implemented innovative solutions that align with market needs. Recognized for fostering growth in both established enterprises and startups, he plays a pivotal role in navigating complex business landscapes. Kenneth's experience underscores his capacity for cultivating productive partnerships, ensuring long-term organizational resilience and relevance in rapidly evolving markets.
With a substantial career as an operating executive, Kenneth R. Herold has leveraged his expertise to drive strategic initiatives across various sectors. His leadership spans technology and finance, where he has successfully implemented innovative solutions that align with market needs. Recognized for fostering growth in both established enterprises and startups, he plays a pivotal role in navigating complex business landscapes. Kenneth's experience underscores his capacity for cultivating productive partnerships, ensuring long-term organizational resilience and relevance in rapidly evolving markets.
Investment Philosophy & Strategy
Growth in dynamic markets often requires a nuanced understanding of operational excellence and strategic foresight. Drawing from extensive experience in technology and finance, Kenneth R. Herold excels at identifying transformative opportunities that drive competitive advantages. His ability to bridge gaps between innovative ideas and practical execution positions him favorably within the startup ecosystem as well as established enterprises. Known for nurturing collaborative relationships, he strategically navigates complex landscapes while prioritizing sustainable growth. This forward-looking mindset allows for effective capital allocation toward initiatives that resonate with market demands.
Growth in dynamic markets often requires a nuanced understanding of operational excellence and strategic foresight. Drawing from extensive experience in technology and finance, Kenneth R. Herold excels at identifying transformative opportunities that drive competitive advantages. His ability to bridge gaps between innovative ideas and practical execution positions him favorably within the startup ecosystem as well as established enterprises. Known for nurturing collaborative relationships, he strategically navigates complex landscapes while prioritizing sustainable growth. This forward-looking mindset allows for effective capital allocation toward initiatives that resonate with market demands.
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:
49.86%
Gain +0.31%
Monthly
1.15%
Yearly
14.65%
Drawdown
9.53%
$89.19M
Equity
Holdings
$89.19M
Investment
$68.03M
$53.43M
Profit +$312,102.53
Realized
$32.27M
Unrealized
$21.16M
Dividends
$10.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$312,102.53
Win %
82%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$105,752.88
Win %
82%
This Month
Compared to last month
Gain
-0.68%
Profit
-$613,222.54
Win %
82%
This Year
Compared to last year
Gain
3.89%
Profit
$2.98M
Win %
85%
TSLA Tesla, Inc.
+1.88%
+$6,762.01 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$2,371.2 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$3,522.95 
VO Vanguard Mid-Cap ETF
+0.97%
+$44,585.91 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$9,430.52 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$91,208.64 
VB Vanguard Small-Cap ETF
+0.73%
+$32,236.95 
CGDV Capital Group Dividend Value ETF
+0.68%
+$3,958.35 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$66,545.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$16,362.91 
DFIV Dimensional International Value ETF
+0.58%
+$1,780.35 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,961.46 
CGUS Capital Group Core Equity ETF
+0.51%
+$1,195.04 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,684.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$11,129.94 
PEP PepsiCo, Inc.
+0.4%
+$2,092.64 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$30,221.9 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$816.53 
SCHF Schwab International Equity ETF
+0.29%
+$5,723.84 
NVDA NVIDIA Corporation
+0.18%
+$1,023.42 
CGGR Capital Group Growth ETF
+0.15%
+$415.17 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$18,464.7 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$93.12 
CRDF Cardiff Oncology Inc.
-3.15%
-$800 
AAPL Apple Inc.
-1.52%
-$37,507.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$1,415.88 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$4,848.66 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$9,667.83 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$72.54 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 434/496 87% | Profit Factor 83.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,627.61 |
| Average Win $124,593.36 | Best Trade (Jun 12) $3.33M | Sharpe Ratio -67.64 |
| Average Loss -$10,383.82 | Worst Trade (Jun 11) -$152,628 | Z-Score 5.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $107,721.21 |
| 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 | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
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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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