Kimberly I. Swope Portfolio
Invests via Zimmermann Investment Management & Planning LLC | Managed by Merit Financial Group LLC (dba Merit Financial Advisors)
Invests via Zimmermann Investment Management & Planning LLC
Managed by Merit Financial Group LLC (dba Merit Financial Advisors)
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Kimberly I. Swope Profile
With a notable career in corporate leadership, Kimberly I. Swope has established herself as a dynamic force in the finance and investment sectors. She currently serves in executive roles where she drives operational strategies and innovation for portfolio companies. Leveraging her extensive experience across various industries, Swope is adept at identifying growth opportunities and enhancing organizational performance. Her academic background complements her professional endeavors, ensuring that she integrates cutting-edge practices within her teams. Recognized for her contributions to business development and strategic planning, she continues to impact how organizations navigate complex market challenges.
With a notable career in corporate leadership, Kimberly I. Swope has established herself as a dynamic force in the finance and investment sectors. She currently serves in executive roles where she drives operational strategies and innovation for portfolio companies. Leveraging her extensive experience across various industries, Swope is adept at identifying growth opportunities and enhancing organizational performance. Her academic background complements her professional endeavors, ensuring that she integrates cutting-edge practices within her teams. Recognized for her contributions to business development and strategic planning, she continues to impact how organizations navigate complex market challenges.
Investment Philosophy & Strategy
Operating from a foundation of innovation and leadership, Kimberly I. Swope excels in the competitive landscape of investments. Her extensive experience across multiple sectors empowers her to pinpoint promising ventures that align with strategic growth objectives. A key focus lies on transforming underperforming assets into market leaders through methodical operational enhancements and rigorous performance tracking. By fostering an entrepreneurial spirit within teams, she cultivates environments conducive to creativity and agility in decision-making. Swope's investment approach reflects a commitment to unlocking value while navigating dynamic industry shifts.
Operating from a foundation of innovation and leadership, Kimberly I. Swope excels in the competitive landscape of investments. Her extensive experience across multiple sectors empowers her to pinpoint promising ventures that align with strategic growth objectives. A key focus lies on transforming underperforming assets into market leaders through methodical operational enhancements and rigorous performance tracking. By fostering an entrepreneurial spirit within teams, she cultivates environments conducive to creativity and agility in decision-making. Swope's investment approach reflects a commitment to unlocking value while navigating dynamic industry shifts.
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:
41.94%
Gain +1.54%
Monthly
0.49%
Yearly
6.01%
Drawdown
16.32%
$2.93M
Equity
Holdings
$2.93M
Investment
$2.14M
$50.9M
Profit +$74,855.69
Realized
$50.1M
Unrealized
$790,929.28
Dividends
$12.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.54%
Profit
$74,855.69
Win %
90%
This Week
Compared To Last Week
Gain
1.87%
Profit
$53,818.8
Win %
90%
This Month
Compared to last month
Gain
6.06%
Profit
$167,319.99
Win %
90%
This Year
Compared to last year
Gain
11.9%
Profit
$311,271.2
Win %
90%
Events
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Dividends
Dividend Analysis
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| Trades 1264 | Longs Won 759/1264 60% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $341,388.43 |
| Average Win $110,272.17 | Best Trade (Dec 31) $8.27M | Sharpe Ratio -8.85 |
| Average Loss -$64,953.31 | Worst Trade (Mar 31) -$2.42M | Z-Score -12.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $40,265.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1.25% | 4.68% | 10.12% | 17.5% | 26.75% | 37.84% | 50.74% | 65.41% | 81.84% |
| Consecutive Losing Trades | 45 | 41 | 36 | 32 | 27 | 23 | 18 | 14 | 9 | 5 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 964 | $192,376.13 | $297,789.24 | - | $105,413.11 | 54.8% | -7.354% |
 BX Blackstone Inc. | 2,061 | $355,358 | $263,292.75 | - | -$92,065.25 | -25.91% | -0.25% |
 IWY iShares Russell Top 200 Growth ETF | 1,445 | $317,972.25 | $399,369.1 | - | $81,396.85 | 25.6% | +0.85% |
 NVDA NVIDIA Corporation | 2,000 | $242,880 | $401,500 | - | $158,620 | 65.31% | +2.928% |
 OEF iShares S&P 100 ETF | 924 | $255,726.24 | $340,983.72 | - | $85,257.48 | 33.34% | +0.946% |
 QQQ Invesco QQQ Trust, Series 1 | 996 | $486,117.72 | $685,238.03 | - | $199,120.31 | 40.96% | +0.65% |
 RWL Invesco S&P 500 Revenue ETF | 2,919 | $285,828 | $384,461.52 | - | $98,633.52 | 34.51% | +0.465% |
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FAQ
Which stocks have generated the highest profits for Kimberly I. Swope?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.11M, Invesco QQQ Trust, Series 1 - $6.06M, Apple Inc - $4.23M, iShares S&P 100 ETF - $3.92M, and VanEck Semiconductor ETF - $3.71M. 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: GLOBAL X LITHIUM & BATTERY T - $2.78M, Global X Robotics & Artificial Intelligence ETF - $2.11M, First Trust Rising Dividend Achievers ETF - $2.02M, iShares MSCI USA ESG Select ETF - $1.31M, and Schwab U.S. TIPS ETF - $855,606.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly I. Swope's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.08M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.85M, Pacer Global Cash Cows Dividend ETF - $562,825.48, VanEck Fallen Angel High Yield Bond ETF - $527,130.83, JPMorgan Ultra-Short Income ETF - $526,411.97, and Invesco S&P MidCap Quality ETF - $462,957.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly I. Swope's monthly returns?
Kimberly I. Swope's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly I. Swope's strategy be considered aggressive or moderate?
Kimberly I. Swope's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kimberly I. Swope's strategy?
Kimberly I. Swope'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.
