JK
Jessica Kardos Portfolio
Invests via Towle & Co | Managed by Jessica Kardos
Invests via Towle & Co
Managed by Jessica Kardos
Automatically Tracked
Jessica Kardos Profile
With a robust foundation in venture capital and entrepreneurship, Jessica Kardos has emerged as a significant player in the startup ecosystem. Her experience encompasses founding multiple tech-focused ventures that have navigated competitive landscapes, demonstrating her ability to drive innovation and operational growth. Recognized for fostering dynamic teams and facilitating strategic partnerships, she plays an essential role in connecting entrepreneurs with necessary resources for success. Beyond her own enterprises, Jessica actively engages with other startups by offering mentorship and advisory services, contributing to the wider entrepreneurial community's development.
With a robust foundation in venture capital and entrepreneurship, Jessica Kardos has emerged as a significant player in the startup ecosystem. Her experience encompasses founding multiple tech-focused ventures that have navigated competitive landscapes, demonstrating her ability to drive innovation and operational growth. Recognized for fostering dynamic teams and facilitating strategic partnerships, she plays an essential role in connecting entrepreneurs with necessary resources for success. Beyond her own enterprises, Jessica actively engages with other startups by offering mentorship and advisory services, contributing to the wider entrepreneurial community's development.
Investment Philosophy & Strategy
The startup landscape is rapidly evolving, creating unprecedented opportunities for innovation and disruption. Jessica Kardos leverages her extensive entrepreneurial background to identify and nurture groundbreaking tech ventures. With a focus on scalable business models, she strategically aligns resources to maximize growth potential within dynamic markets. By actively mentoring emerging companies, she cultivates an ecosystem where visionary ideas can thrive while fostering collaboration among founders. Her commitment to enhancing operational capabilities enables startups not only to survive but also excel in highly competitive arenas.
The startup landscape is rapidly evolving, creating unprecedented opportunities for innovation and disruption. Jessica Kardos leverages her extensive entrepreneurial background to identify and nurture groundbreaking tech ventures. With a focus on scalable business models, she strategically aligns resources to maximize growth potential within dynamic markets. By actively mentoring emerging companies, she cultivates an ecosystem where visionary ideas can thrive while fostering collaboration among founders. Her commitment to enhancing operational capabilities enables startups not only to survive but also excel in highly competitive arenas.
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:
31.82%
Gain +0.27%
Monthly
0.4%
Yearly
4.94%
Drawdown
22%
$466.41M
Equity
Holdings
$466.41M
Investment
$157.39M
$309.02M
Profit +$1.27M
Realized
-$0
Unrealized
$309.02M
Dividends
$77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.27%
Profit
$1.27M
Win %
75%
This Week
Compared To Last Week
Gain
0.27%
Profit
$1.27M
Win %
75%
This Month
Compared to last month
Gain
1.68%
Profit
$7.71M
Win %
75%
This Year
Compared to last year
Gain
21.65%
Profit
$83M
Win %
75%
FSTR L.B. Foster Company
+0.55%
+$128,193.26 
IIIN Insteel Industries Inc.
+0.45%
+$247,020 
VLO Valero Energy Corporation
+0.11%
+$122,030.23 
FLXS Flexsteel Industries, Inc.
+0.03%
+$3,608.84 
055652101
0%
$0 
365235100
0%
$0 
903898401
0%
$0 
ABFS
0%
$0 
AHC
0%
$0 
AICOQ
0%
$0 
ANE
0%
$0 
APWRQ
0%
$0 
ASRV AmeriServ Financial Inc.
0%
$0 
BBR
0%
$0 
BL
0%
$0 
BONTQ The Bon-Ton Stores Inc.
0%
$0 
CHRS
0%
$0 
CMIN
0%
$0 
COHM
0%
$0 
DLWI
0%
$0 
ENCZQ
0%
$0 
EPEXQ
0%
$0 
FAVS
0%
$0 
FRDMQ
0%
$0 
FSII
0%
$0 
FTSTQ
0%
$0 
GAI
0%
$0 
HBCSF
0%
$0 
HOFF
0%
$0 
HRP
0%
$0 
HTG
0%
$0 
HURC Hurco Companies, Inc.
0%
$0 
IN
0%
$0 
KWD
0%
$0 
LFGRQ
0%
$0 
LIBHA
0%
$0 
MAXW
0%
$0 
MCX
0%
$0 
OCAS
0%
$0 
OMM
0%
$0 
PBY
0%
$0 
PETD
0%
$0 
PSITY
0%
$0 
QCBC
0%
$0 
QFABQ
0%
$0 
RYI Ryerson Holding Corporation
0%
$0 
RYL
0%
$0 
SATH
0%
$0 
SCRA
0%
$0 
SPTN SpartanNash Company
0%
$0 
SSS
0%
$0 
TECUA
0%
$0 
TORCQ
0%
$0 
TOY
0%
$0 
TPR
0%
$0 
TSO
0%
$0 
ULTEQ
0%
$0 
URGI
0%
$0 
VIRC Virco Mfg. Corporation
0%
$0 
WLM
0%
$0 
ZEUS Olympic Steel Inc.
0%
$0 
GIGA Giga-tronics Inc.
-22%
-$14.74 
NTZ Natuzzi S.p.A.
-4.29%
-$2,930.2 
BESIY BE Semiconductor Industries N.V.
-3.4%
-$907,999 
VC Visteon Corporation
-2.34%
-$919,730 
BZH Beazer Homes USA Inc.
-1.44%
-$14,651.46 
MHO M/I Homes Inc.
-0.78%
-$170,064.18 
FCNCA First Citizens BancShares, Inc.
-0.54%
-$194,063.64 
CNA CNA Financial Corporation
-0.45%
-$26,014.5 
UNM Unum Group
-0.19%
-$3,400 
KEP Korea Electric Power Corporation Sponsored ADR
-0.18%
-$4,276 
FR First Industrial Realty Trust Inc.
-0.17%
-$1,200 Events
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Dividends
Dividend Analysis
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| Trades 72 | Longs Won 14/72 19% | Profit Factor 36.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.4M |
| Average Win $22.7M | Best Trade (Jul 20) $105.6M | Sharpe Ratio -38.97 |
| Average Loss -$151,438.04 | Worst Trade (Jul 20) -$4.04M | Z-Score -3.46 (100%) |
| Commissions $0 | Avg. Trade Length 22y 6m 3w 6d | Expectancy $4.29M |
| 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% | 0.02% | 0.27% | 2.46% | 17.39% |
| Consecutive Losing Trades | 3,077 | 2,769 | 2,462 | 2,154 | 1,846 | 1,538 | 1,231 | 923 | 615 | 308 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jessica Kardos?
The largest contributions to the portfolio's profits come from the following stocks: Visteon Corporation - $16.78M, Insteel Industries Inc - $16.04M, Valero Energy Corporation - $14.8M, SpartanNash Company - $8.24M, and Ryerson Holding Corporation - $4.33M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jessica Kardos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $77M earned over time. The largest contributors to dividend income include Visteon Corporation - $16.78M, Insteel Industries Inc - $16.04M, Valero Energy Corporation - $14.8M, SpartanNash Company - $8.24M, and Ryerson Holding Corporation - $4.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Kardos's monthly returns?
Jessica Kardos'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 Jessica Kardos's strategy be considered aggressive or moderate?
Jessica Kardos's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jessica Kardos's strategy?
Jessica Kardos's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
