KRW
Kenneth R. Wink Portfolio
Invests via Summit Financial Consulting LLC | Managed by Robert L. Wink Jr., Kenneth R. Wink, James D. Wink
Invests via Summit Financial Consulting LLC
Managed by Robert L. Wink Jr., Kenneth R. Wink, James D. Wink
Automatically Tracked
Veteran finance executive and private investor focused on corporate governance, strategic M&A and capital allocation across middle-market companies. Kenneth R. Wink combines operating leadership, board-level experience and deal execution skills to support growth-oriented businesses and portfolio optimization. Typical involvement spans minority equity investments, restructuring assignments and board advisory roles; investment style emphasizes value creation and disciplined capital deployment.
Veteran finance executive and private investor focused on corporate governance, strategic M&A and capital allocation across middle-market companies. Kenneth R. Wink combines operating leadership, board-level experience and deal execution skills to support growth-oriented businesses and portfolio optimization. Typical involvement spans minority equity investments, restructuring assignments and board advisory roles; investment style emphasizes value creation and disciplined capital deployment.
Investment Philosophy & Strategy
Combines operational leadership and board experience to pursue disciplined, value‑oriented investments in middle‑market companies. Emphasizes rigorous capital allocation, strategic M&A and governance-led value creation through minority equity, restructuring assignments and board advisory roles. Prefers hands-on stewardship: active oversight of capital structure, performance metrics and exit readiness while working with management on operational improvements and portfolio optimization. Investment horizon is multi-year, focused on risk‑adjusted returns via selective deal execution, tight downside protection and opportunistic participation in turnaround or growth acceleration scenarios.
Combines operational leadership and board experience to pursue disciplined, value‑oriented investments in middle‑market companies. Emphasizes rigorous capital allocation, strategic M&A and governance-led value creation through minority equity, restructuring assignments and board advisory roles. Prefers hands-on stewardship: active oversight of capital structure, performance metrics and exit readiness while working with management on operational improvements and portfolio optimization. Investment horizon is multi-year, focused on risk‑adjusted returns via selective deal execution, tight downside protection and opportunistic participation in turnaround or growth acceleration scenarios.
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:
14.57%
Gain -0.4%
Monthly
0.97%
Yearly
12.27%
Drawdown
9.48%
$151.18M
Equity
Holdings
$151.18M
Investment
$134.01M
$19.34M
Profit -$625,923.24
Realized
$2.17M
Unrealized
$17.18M
Dividends
$3.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$625,923.24
Win %
75%
This Week
Compared To Last Week
Gain
0.21%
Profit
$313,362.9
Win %
75%
This Month
Compared to last month
Gain
0.21%
Profit
$313,362.9
Win %
75%
This Year
Compared to last year
Gain
9.68%
Profit
$13.35M
Win %
75%
XLE Energy Select Sector SPDR Fund
+1.35%
+$4,958.85 
IYE iShares U.S. Energy ETF
+1.26%
+$118,750.93 
IYH iShares U.S. Healthcare ETF
+0.91%
+$61,514.32 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$4,706.78 
COST Costco Wholesale Corporation
+0.79%
+$3,099.6 
EPD Enterprise Products Partners L.P.
+0.74%
+$2,753.24 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.07%
+$510.86 
USRT iShares Core U.S. REIT ETF
+0.05%
+$205.98 
F-PD Ford Motor Company 6.500% Notes
+0.04%
+$132.21 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$63.64 
TSLA Tesla, Inc.
0%
+$8.93 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
MSFT Microsoft Corp.
-3.11%
-$30,307.48 
IYZ iShares U.S. Telecommunications ETF
-2.93%
-$307,002.97 
AMZN Amazon.com Inc
-2.53%
-$13,539.5 
AAPL Apple Inc.
-1.58%
-$16,782.63 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.27%
-$4,896.34 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$117,995.44 
XLG Invesco S&P 500 Top 50 ETF
-1.19%
-$41,293.93 
V Visa Inc. Class A
-1.16%
-$2,281.6 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$17,970.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$82,621.36 
IYW iShares U.S. Technology ETF
-0.91%
-$92,202.48 
EFA iShares MSCI EAFE ETF
-0.84%
-$67,255.57 
NZF Nuveen Municipal Credit Income Fund
-0.79%
-$2,875.7 
SCHX Schwab U.S. Large-Cap ETF
-0.75%
-$61,605.45 
ITB iShares U.S. Home Construction ETF
-0.75%
-$3,157 
NAD Nuveen Quality Municipal Income Fund
-0.59%
-$2,212.35 
SPGP Invesco S&P 500 GARP ETF
-0.59%
-$2,008.59 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.58%
-$2,315.67 
DTE DTE Energy Company
-0.53%
-$1,760.25 
XLU Utilities Select Sector SPDR Fund
-0.49%
-$4,153.37 
PSCC Invesco S&P SmallCap Consumer Discretionary ETF
-0.4%
-$1,499.55 
TLT iShares 20+ Year Treasury Bond ETF
-0.4%
-$4,102.78 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.3%
-$2,671.57 
QQQM Invesco NASDAQ 100 ETF
-0.26%
-$23,860.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$56,307.45 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.26%
-$54,979.15 
IDU iShares U.S. Utilities ETF
-0.22%
-$15,714.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$1,958.9 
MUB iShares National Muni Bond ETF
-0.09%
-$220.4 
FLMI Franklin Dynamic Municipal Bond ETF
-0.06%
-$486.84 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$161.72 Events
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Dividends
Dividend Analysis
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| Trades 156 | Longs Won 109/156 69% | Profit Factor 13.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $424,063.81 |
| Average Win $191,128.36 | Best Trade (Jun 02) $3.92M | Sharpe Ratio -22.61 |
| Average Loss -$31,725.9 | Worst Trade (Mar 30) -$808,172 | Z-Score 4.93 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $123,986.37 |
| 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 | 4,762 | 4,286 | 3,810 | 3,333 | 2,857 | 2,381 | 1,905 | 1,429 | 952 | 476 |
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Returns
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