Kenny Tang Portfolio
Invests via Trans-Canada Capital Inc. | Managed by Kenny Tang
Invests via Trans-Canada Capital Inc.
Managed by Kenny Tang
Automatically Tracked
Kenny Tang Profile
Kenny Tang has carved out a distinguished career as an operating executive with a strong focus on corporate strategy and innovation. With extensive experience in leading technology-driven enterprises, he has played pivotal roles in transforming organizations through digital advancements. His unique expertise lies in identifying emerging trends that impact growth across various sectors, making him an influential figure within the investment community. Kenny is recognized for fostering strategic partnerships that enhance competitive positioning, ensuring businesses remain at the forefront of their industries. His thought leadership serves to inspire future entrepreneurs and investors alike.
Kenny Tang has carved out a distinguished career as an operating executive with a strong focus on corporate strategy and innovation. With extensive experience in leading technology-driven enterprises, he has played pivotal roles in transforming organizations through digital advancements. His unique expertise lies in identifying emerging trends that impact growth across various sectors, making him an influential figure within the investment community. Kenny is recognized for fostering strategic partnerships that enhance competitive positioning, ensuring businesses remain at the forefront of their industries. His thought leadership serves to inspire future entrepreneurs and investors alike.
Investment Philosophy & Strategy
Growth opportunities abound in sectors ripe for innovation, an insight that drives Kenny Tang's investment philosophy. His deep expertise as an operating executive informs a strategic focus on technology-enabled companies poised to leverage digital transformations. By aligning with dynamic startups, he aims to uncover unique value propositions and scalability potential while fostering synergies through partnerships. This approach not only prioritizes disruptive business models but also emphasizes long-term growth trajectories shaped by market dynamics. The emphasis on understanding consumer needs allows him to navigate competitive landscapes effectively, ensuring impactful capital deployment.
Growth opportunities abound in sectors ripe for innovation, an insight that drives Kenny Tang's investment philosophy. His deep expertise as an operating executive informs a strategic focus on technology-enabled companies poised to leverage digital transformations. By aligning with dynamic startups, he aims to uncover unique value propositions and scalability potential while fostering synergies through partnerships. This approach not only prioritizes disruptive business models but also emphasizes long-term growth trajectories shaped by market dynamics. The emphasis on understanding consumer needs allows him to navigate competitive landscapes effectively, ensuring impactful capital deployment.
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:
29.77%
Gain
Monthly
1.26%
Yearly
16.21%
Drawdown
19.12%
$1.82B
Equity
Holdings
$1.82B
Investment
$1.54B
$304.08M
Profit +$2.79
Realized
$32.25M
Unrealized
$271.83M
Dividends
$29.14M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.79
Win %
57%
This Week
Compared To Last Week
Gain
1.12%
Profit
$20.04M
Win %
57%
This Month
Compared to last month
Gain
0.41%
Profit
$7.48M
Win %
57%
This Year
Compared to last year
Gain
0.94%
Profit
$16.89M
Win %
59%
META Meta Platforms Inc Class A
+4.5%
+$1.28M 
GOOGL Alphabet Inc
+1.34%
+$269,063.88 
MU Micron Technology, Inc.
+0.81%
+$272,994.95 
NFLX Netflix, Inc.
+0.5%
+$98,006.4 
KBE SPDR S&P Bank ETF
+0.45%
+$20,300 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
-2.98%
-$259,863.2 
WMT Walmart Inc.
-2.66%
-$508,355.4 
ICLN iShares Global Clean Energy ETF
-2.58%
-$100,552.5 
QCOM QUALCOMM Incorporated
-1.51%
-$366,379.08 
AVGO Broadcom Inc.
-1.3%
-$285,587.66 
GDX VanEck Gold Miners ETF
-1.29%
-$19,420.5 
ASML ASML Holding N.V. New York Registry Shares
-1.27%
-$318,295.56 
COST Costco Wholesale Corporation
-0.91%
-$185,673.36 
TXN Texas Instruments Inc
-0.72%
-$177,627.92 
SBUX Starbucks Corporation
-0.52%
-$119,978.95 
EFA iShares MSCI EAFE ETF
-0.29%
-$833.7 
VOO Vanguard S&P 500 ETF
-0.09%
-$1.17M 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$107,455.77 
AMAT Applied Materials, Inc.
-0.03%
-$7,973.94 
CM Canadian Imperial Bank of Commerce
-0.03%
-$1,973.7 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 67 | Longs Won 43/67 64% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $20.52M |
| Average Win $8.87M | Best Trade (Sep 23) $153.61M | Sharpe Ratio -15.79 |
| Average Loss -$3.23M | Worst Trade (Sep 29) -$23.3M | Z-Score -0.62 (46.35%) |
| Commissions $0 | Avg. Trade Length 7m 3w 4d | Expectancy $4.54M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.65% |
| Consecutive Losing Trades | 563 | 506 | 450 | 394 | 338 | 281 | 225 | 169 | 113 | 56 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMAT Applied Materials, Inc. | 61,338 | $44.35M | $29.09M | - | -$15.26M | -34.41% | -0.027% |
| ASML ASML Holding N.V. New York Registry Shares | 14,396 | $28.64M | $24.8M | - | -$3.84M | -13.42% | -1.267% |
| AVGO Broadcom Inc. | 61,682 | $23.3M | $21.61M | - | -$1.69M | -7.25% | -1.304% |
| CM Canadian Imperial Bank of Commerce | 65,790 | $7.62M | $7.33M | - | -$292,739.2 | -3.84% | -0.027% |
| COST Costco Wholesale Corporation | 22,588 | $21.13M | $20.25M | - | -$880,705.76 | -4.17% | -0.909% |
| EFA iShares MSCI EAFE ETF | 2,779 | $212,517.78 | $290,405.5 | - | $77,887.72 | 36.65% | -0.286% |
| GDX VanEck Gold Miners ETF | 16,050 | $1.38M | $1.48M | - | $105,608.64 | 7.67% | -1.293% |
| GOOGL Alphabet Inc | 59,396 | $21.23M | $20.33M | - | -$891,535.03 | -4.2% | +1.341% |
| HONA Honeywell Aerospace Inc. | 53,360 | $11.8M | $8.46M | - | -$3.34M | -28.32% | -2.982% |
| HONIV Honeywell International Inc. | 53,361 | $11.95M | $11.95M | - | - | - | 0.0 |
| ICLN iShares Global Clean Energy ETF | 223,450 | $4.09M | $3.79M | - | -$294,954.49 | -7.22% | -2.583% |
| KBE SPDR S&P Bank ETF | 70,000 | $3.88M | $4.54M | - | $653,100 | 16.82% | +0.45% |
| META Meta Platforms Inc Class A | 38,306 | $21.58M | $29.79M | - | $8.21M | 38.04% | +4.501% |
| MU Micron Technology, Inc. | 31,560 | $36.43M | $34.1M | - | -$2.33M | -6.39% | +0.807% |
| NFLX Netflix, Inc. | 272,240 | $19.44M | $19.53M | - | $87,116.8 | 0.45% | +0.504% |
| QCOM QUALCOMM Incorporated | 122,946 | $22.72M | $23.88M | - | $1.16M | 5.12% | -1.511% |
| SBUX Starbucks Corporation | 244,855 | $25.02M | $22.93M | - | -$2.09M | -8.36% | -0.521% |
| SPY SPDR S&P 500 ETF Trust | 170,562 | $100.22M | $130.85M | - | $30.63M | 30.56% | -0.082% |
| TXN Texas Instruments Inc | 90,166 | $26.88M | $24.4M | - | -$2.47M | -9.2% | -0.723% |
| VOO Vanguard S&P 500 ETF | 1.92M | $1.09B | $1.36B | - | $265.26M | 24.27% | -0.086% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kenny Tang?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $70.2M, Fidelity Wise Origin Bitcoin Index Fund - $15.21M, Vanguard Short-Term Corporate Bond ETF - $6.9M, Brookfield Corporation - $2.88M, and SPDR S&P 500 ETF Trust - $1.88M. 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: Cboe(R) Validus S&P 500(R) Dynamic Putwrite Index ETF - $22.99M, iShares Bitcoin Trust - $17.33M, Carnival plc - $465,630, iShares Core S&P Small-Cap ETF - $429,513.13, and Southern Copper Corporation - $234,249.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenny Tang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.14M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $20.8M, Vanguard Short-Term Corporate Bond ETF - $4.83M, SPDR S&P 500 ETF Trust - $1.87M, Cboe(R) Validus S&P 500(R) Dynamic Putwrite Index ETF - $307,400, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $257,488.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenny Tang's monthly returns?
Kenny Tang's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kenny Tang's strategy be considered aggressive or moderate?
Kenny Tang's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kenny Tang's strategy?
Kenny Tang'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.
