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:
1.9%
Gain
Monthly
0.12%
Yearly
1.46%
Drawdown
12.45%
$151.39M
Equity
Holdings
$151.39M
Investment
$137.72M
$15.66M
Profit -$406,115.29
Realized
$1.99M
Unrealized
$13.66M
Dividends
$4.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$406,115.29
Win %
75%
This Week
Compared To Last Week
Gain
-1.7%
Profit
-$2.62M
Win %
75%
This Month
Compared to last month
Gain
-1.55%
Profit
-$2.39M
Win %
75%
This Year
Compared to last year
Gain
8.36%
Profit
$11.68M
Win %
72%
F Ford Motor Company
+1.3%
+$2,464.76 
EPD Enterprise Products Partners L.P.
+1.12%
+$4,179.02 
IYZ iShares U.S. Telecommunications ETF
+1.04%
+$92,345.38 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$2,702.04 
TLT iShares 20+ Year Treasury Bond ETF
+0.5%
+$5,270.22 
XLU Utilities Select Sector SPDR Fund
+0.3%
+$3,958.87 
DTE DTE Energy Company
+0.27%
+$973.2 
USRT iShares Core U.S. REIT ETF
+0.22%
+$1,215.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.14%
+$31,665.42 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$1,393.57 
NZF Nuveen Municipal Credit Income Fund
+0.12%
+$598.51 
IYM iShares U.S. Basic Materials ETF
+0.11%
+$4,012.47 
IYJ iShares U.S. Industrials ETF
+0.08%
+$5,898.25 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$152.52 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
-$1.83 
MSFT Microsoft Corp.
-2.11%
-$18,465.74 
TSLA Tesla, Inc.
-2.07%
-$5,226.14 
V Visa Inc. Class A
-1.8%
-$4,362.58 
ITB iShares U.S. Home Construction ETF
-1.32%
-$8,589.24 
NVDA NVIDIA Corporation
-1.09%
-$3,125.43 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.07%
-$4,093.68 
IYW iShares U.S. Technology ETF
-1.04%
-$4,543.56 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$75,733.95 
IJS iShares S&P Small-Cap 600 Value ETF
-0.88%
-$76,899.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.84%
-$70,148.85 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$69,716.4 
XLG Invesco S&P 500 Top 50 ETF
-0.66%
-$25,614.63 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.6%
-$2,899.05 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$121,225.51 
COST Costco Wholesale Corporation
-0.55%
-$2,275.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.5%
-$5,752.56 
AMZN Amazon.com Inc
-0.48%
-$2,662.8 
SPGP Invesco S&P 500 GARP ETF
-0.47%
-$1,616.9 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$8,212.75 
VTWO Vanguard Russell 2000 ETF
-0.41%
-$35,756.23 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.36%
-$3,603.24 
AAPL Apple Inc.
-0.31%
-$3,267.09 
NAD Nuveen Quality Municipal Income Fund
-0.21%
-$790.12 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$1,309.11 
MUB iShares National Muni Bond ETF
-0.07%
-$144.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$6,984.65 Events
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Dividends
Dividend Analysis
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| Trades 195 | Longs Won 128/195 65% | Profit Factor 8.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,080.08 |
| Average Win $138,786.17 | Best Trade (Jul 10) $2.96M | Sharpe Ratio -10.05 |
| Average Loss -$31,481.1 | Worst Trade (Jul 14) -$750,311.35 | Z-Score 4.39 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $80,284.08 |
| 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 | 4,808 | 4,327 | 3,846 | 3,365 | 2,885 | 2,404 | 1,923 | 1,442 | 962 | 481 |
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