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
Automatically Tracked
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:
42.49%
Gain +1.68%
Monthly
0.97%
Yearly
12.25%
Drawdown
12.54%
$86.74M
Equity
Holdings
$86.74M
Investment
$65.68M
$55.48M
Profit +$2.08M
Realized
$34.43M
Unrealized
$21.05M
Dividends
$10.7M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.68%
Profit
$2.08M
Win %
74%
This Week
Compared To Last Week
Gain
2.4%
Profit
$2.03M
Win %
74%
This Month
Compared to last month
Gain
2.57%
Profit
$2.17M
Win %
74%
This Year
Compared to last year
Gain
2.28%
Profit
$1.92M
Win %
80%
IHI iShares U.S. Medical Devices ETF
+0.73%
+$3,552.51 
AAPL Apple Inc.
+0.45%
+$3,100.57 
GOOG Alphabet Inc
+0.43%
+$895.9 
PEP PepsiCo, Inc.
+0.23%
+$1,154.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$23,417.31 
DFLV Dimensional US Large Cap Value ETF
+0.06%
+$6,913.3 
SOUN SoundHound AI Inc.
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
CGGR Capital Group Growth ETF
-4.08%
-$10,781.95 
DFAE Dimensional Emerging Core Equity Market ETF
-3.12%
-$64,134.84 
CGDV Capital Group Dividend Value ETF
-3.03%
-$16,775.65 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$10,185.32 
CGUS Capital Group Core Equity ETF
-2.97%
-$7,411.71 
DFAU Dimensional US Core Equity Market ETF
-2.8%
-$301,561.1 
SCHF Schwab International Equity ETF
-2.17%
-$43,455.86 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$6,620.26 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$126,730.54 
DFCF Dimensional Core Fixed Income ETF
-0.72%
-$37,912.5 
TSLA Tesla, Inc.
-0.63%
-$1,866.47 
VO Vanguard Mid-Cap ETF
-0.51%
-$23,323.02 
DFIV Dimensional International Value ETF
-0.43%
-$1,358 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.34%
-$771.2 
PSA Public Storage Common Stock
-0.21%
-$503.01 
NVDA NVIDIA Corporation
-0.1%
-$591.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$513.99 Events
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Dividends
Dividend Analysis
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| Trades 527 | Longs Won 455/527 86% | Profit Factor 52.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,196.92 |
| Average Win $124,298.3 | Best Trade (Aug 13) $3.41M | Sharpe Ratio -214.42 |
| Average Loss -$14,906.8 | Worst Trade (Mar 30) -$167,370.56 | Z-Score 3.55 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 1d | Expectancy $105,279.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,814 | 5,233 | 4,651 | 4,070 | 3,488 | 2,907 | 2,326 | 1,744 | 1,163 | 581 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,199 | $364,085.99 | $686,989.59 | - | $322,903.6 | 88.69% | +0.453% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 17,133 | $1.32M | $1.3M | - | -$19,954.14 | -1.51% | -0.04% |
| CGCP Capital Group Core Plus Income ETF | 676,714 | $15.18M | $14.93M | - | -$256,291.99 | -1.69% | 0.0 |
| CGDV Capital Group Dividend Value ETF | 10,823 | $394,390.06 | $536,171.42 | - | $141,781.36 | 35.95% | -3.034% |
| CGGO Capital Group Global Growth Equity ETF | 6,001 | $180,929.94 | $244,840.8 | - | $63,910.86 | 35.32% | 0.0 |
| CGGR Capital Group Growth ETF | 5,645 | $179,425.51 | $253,178.25 | - | $73,752.74 | 41.1% | -4.085% |
| CGUS Capital Group Core Equity ETF | 5,410 | $161,762.05 | $241,772.9 | - | $80,010.85 | 49.46% | -2.974% |
| DFAE Dimensional Emerging Core Equity Market ETF | 53,004 | $1.28M | $1.99M | - | $707,882.33 | 55.27% | -3.124% |
| DFAI Dimensional International Core Equity Market ETF | 173,603 | $5.41M | $7.31M | - | $1.9M | 35.21% | -1.704% |
| DFAS Dimensional U.S. Small Cap ETF | 2,495 | $140,339.67 | $207,559.05 | - | $67,219.38 | 47.9% | 0.0 |
| DFAT Dimensional US Targeted Value ETF | 5,132 | $260,308.02 | $362,986.36 | - | $102,678.34 | 39.44% | -1.791% |
| DFAU Dimensional US Core Equity Market ETF | 202,390 | $6.14M | $10.48M | - | $4.34M | 70.62% | -2.797% |
| DFCF Dimensional Core Fixed Income ETF | 126,375 | $5.31M | $5.24M | - | -$62,394.85 | -1.18% | -0.718% |
| DFIV Dimensional International Value ETF | 5,432 | $205,790.78 | $311,090.64 | - | $105,299.86 | 51.17% | -0.435% |
| DFLV Dimensional US Large Cap Value ETF | 276,532 | $7.53M | $11.44M | - | $3.91M | 51.89% | +0.06% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 4,820 | $230,106.53 | $228,034.2 | - | -$2,072.33 | -0.9% | -0.337% |
| GOOG Alphabet Inc | 578 | $204,159 | $209,051.04 | - | $4,892.04 | 2.4% | +0.43% |
| IHI iShares U.S. Medical Devices ETF | 9,109 | $485,775.4 | $492,887.99 | - | $7,112.59 | 1.46% | +0.726% |
| NVDA NVIDIA Corporation | 2,570 | $321,940.02 | $562,804.3 | - | $240,864.28 | 74.82% | -0.105% |
| PEP PepsiCo, Inc. | 3,608 | $650,389.08 | $501,872.84 | - | -$148,516.24 | -22.83% | +0.231% |
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FAQ
Which stocks have generated the highest profits for Kenneth R. Herold?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Dividend Value ETF - $4.31M, Dimensional US Core Equity Market ETF - $3.46M, Schwab U.S. Large-Cap Growth ETF - $3.09M, Capital Group Core Plus Income ETF - $3.04M, and Apple Inc - $2.87M. 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: iShares Ethereum Trust - $167,370.56, Berkshire Hathaway Inc - $160,604, iShares Bitcoin Trust - $71,103, Alpine 4 Holdings, Inc - $14,064.08, and Eli Lilly and Company - $6,786.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenneth R. Herold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.7M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $2.98M, Dimensional Core Fixed Income ETF - $1.02M, Dimensional US Large Cap Value ETF - $654,618.27, Dimensional Short-Duration Fixed Income ETF - $633,840.45, and iShares 0-5 Year High Yield Corporate Bond ETF - $616,887.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenneth R. Herold's monthly returns?
Kenneth R. Herold'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 Kenneth R. Herold's strategy be considered aggressive or moderate?
Kenneth R. Herold'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 Kenneth R. Herold's strategy?
Kenneth R. Herold's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
