KAL
KDT Advisors LLC Portfolio
Invests via KDT Advisors LLC | Managed by Peter Dowdeswell, Timothy Dowdeswell
Invests via KDT Advisors LLC
Managed by Peter Dowdeswell, Timothy Dowdeswell
Automatically Tracked
Company Profile
Boutique investment advisory firm focused on delivering discretionary portfolio management and wealth-planning solutions for high-net-worth individuals and institutions. KDT Advisors LLC combines quantitative analytics with fundamental research to construct diversified equity and fixed-income strategies and offers direct-sleeve management, model portfolios and fiduciary advisory services. Capital focus is taxable and tax-aware U.S. strategies with the ability to scale to separate accounts and SMA platforms. Market positioning emphasizes customized risk management, fee transparency and mid-market client servicing.
Boutique investment advisory firm focused on delivering discretionary portfolio management and wealth-planning solutions for high-net-worth individuals and institutions. KDT Advisors LLC combines quantitative analytics with fundamental research to construct diversified equity and fixed-income strategies and offers direct-sleeve management, model portfolios and fiduciary advisory services. Capital focus is taxable and tax-aware U.S. strategies with the ability to scale to separate accounts and SMA platforms. Market positioning emphasizes customized risk management, fee transparency and mid-market client servicing.
Investment Philosophy & Strategy
Combines quantitative analytics with fundamental research to run tax‑aware U.S. equity and fixed‑income portfolios tailored to high‑net‑worth and institutional separate accounts. The firm favors active, bottom‑up security selection within diversified sleeves, pragmatic duration and tax‑lot management, and model-driven risk controls to preserve capital through market cycles. Capital allocation emphasizes after‑tax total return, liquidity for SMA scalability, and fee transparency. Portfolio construction is customization-first, fiduciary-aligned, and oriented to multi-year horizons with disciplined rebalancing and scenario-based stress testing.
Combines quantitative analytics with fundamental research to run tax‑aware U.S. equity and fixed‑income portfolios tailored to high‑net‑worth and institutional separate accounts. The firm favors active, bottom‑up security selection within diversified sleeves, pragmatic duration and tax‑lot management, and model-driven risk controls to preserve capital through market cycles. Capital allocation emphasizes after‑tax total return, liquidity for SMA scalability, and fee transparency. Portfolio construction is customization-first, fiduciary-aligned, and oriented to multi-year horizons with disciplined rebalancing and scenario-based stress testing.
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:
4.8%
Gain
Monthly
0.25%
Yearly
3.08%
Drawdown
17.04%
$68.62M
Equity
Holdings
$68.62M
Investment
$56.21M
$15.65M
Profit -$389,182.47
Realized
$3.24M
Unrealized
$12.41M
Dividends
$1.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$389,182.47
Win %
66%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$27,266.27
Win %
66%
This Month
Compared to last month
Gain
0.66%
Profit
$451,689.23
Win %
66%
This Year
Compared to last year
Gain
10.03%
Profit
$6.25M
Win %
65%
ABT Abbott Laboratories
+2.9%
+$7,654.29 
MRK Merck & Co., Inc.
+2.55%
+$19,318.76 
CSCO Cisco Systems, Inc.
+2.24%
+$21,283.92 
MO Altria Group, Inc.
+1.82%
+$8,305.85 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$27,206.35 
XOM Exxon Mobil Corporation
+1.55%
+$21,874.64 
CVX Chevron Corporation
+1.53%
+$13,863.07 
VLO Valero Energy Corporation
+1.53%
+$6,618.78 
JNJ Johnson & Johnson
+1.49%
+$20,170.93 
ABBV AbbVie Inc.
+1.33%
+$3,481.53 
APD Air Products and Chemicals, Inc.
+1.28%
+$7,693.46 
PM Philip Morris International Inc.
+1.11%
+$8,323.17 
WMT Walmart Inc.
+1.08%
+$3,583.31 
ORCL Oracle Corporation
+1.03%
+$8,433.92 
HON Honeywell International Inc.
+0.92%
+$2,868.92 
UNP Union Pacific Corporation
+0.85%
+$7,595.52 
MDLZ Mondelez International, Inc.
+0.81%
+$2,783.5 
GEV GE Vernova Inc.
+0.71%
+$5,291 
PG Procter & Gamble Co
+0.66%
+$6,878.22 
EQIX Equinix, Inc.
+0.65%
+$2,004.88 
MRP Millrose Properties Inc.
+0.56%
+$2,211.16 
NEE NextEra Energy, Inc.
+0.55%
+$2,540.34 
OKE ONEOK, Inc.
+0.46%
+$1,870.5 
JPM JPMorgan Chase & Co.
+0.44%
+$5,639.23 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$12,106.14 
AMGN Amgen Inc.
+0.18%
+$425.75 
AZN AstraZeneca PLC American Depositary Shares
+0.14%
+$458.85 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$707.62 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$422.68 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$530.82 
SHV iShares Short Treasury Bond ETF
+0.04%
+$423.4 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.73%
-$18,236.9 
META Meta Platforms Inc Class A
-4.6%
-$20,060.49 
GLW Corning Incorporated
-2.88%
-$24,829.2 
LRCX Lam Research Corporation
-2.6%
-$10,412.5 
SMH VanEck Semiconductor ETF
-2.41%
-$8,774.4 
MSFT Microsoft Corp.
-2.36%
-$62,056.84 
GOOG Alphabet Inc
-2.13%
-$10,904.89 
GOOGL Alphabet Inc
-2.1%
-$77,338.87 
NVDA NVIDIA Corporation
-2.01%
-$35,875.84 
PLTR Palantir Technologies Inc.
-1.82%
-$8,819.64 
ANET Arista Networks, Inc.
-1.8%
-$7,908.3 
V Visa Inc. Class A
-1.78%
-$17,328.33 
GS The Goldman Sachs Group, Inc.
-1.64%
-$22,082.97 
LEN Lennar Corporation
-1.46%
-$6,379.38 
QCOM QUALCOMM Incorporated
-1.42%
-$8,249.78 
RIO Rio Tinto Plc Sponsored ADR
-1.03%
-$4,348.69 
IXUS iShares Core International Stock ETF
-0.98%
-$6,637.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$9,012.85 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$2,636.38 
VOO Vanguard S&P 500 ETF
-0.69%
-$68,181.5 
URTH iShares MSCI World ETF
-0.68%
-$4,293.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$7,895.97 
ADP Automatic Data Processing Inc.
-0.51%
-$3,582.85 
INTU Intuit Inc.
-0.44%
-$767.39 
VGK Vanguard FTSE Europe ETF
-0.39%
-$2,362.5 
CAT Caterpillar Inc.
-0.23%
-$1,307.43 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$1,441.75 
ZTS Zoetis Inc.
-0.16%
-$510.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,035 
CMCSA Comcast Corp
-0.12%
-$265.65 
PEP PepsiCo, Inc.
-0.1%
-$422.92 
AMZN Amazon.com Inc
-0.1%
-$521.56 
HD The Home Depot, Inc.
-0.08%
-$245.97 
AAPL Apple Inc.
-0.07%
-$3,535.62 
MCD McDonald's Corporation
-0.06%
-$336.16 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$1,391.6 Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 183/296 61% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,725.47 |
| Average Win $103,105.14 | Best Trade (Jul 15) $1.92M | Sharpe Ratio -230.84 |
| Average Loss -$28,473.19 | Worst Trade (Jul 15) -$324,694.78 | Z-Score 2.07 (96.15%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $52,874.22 |
| 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 | 2,410 | 2,169 | 1,928 | 1,687 | 1,446 | 1,205 | 964 | 723 | 482 | 241 |
Hover over the desired column for a detailed explanation.
Returns
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