JK
Johnathan Kasting Portfolio
Invests via DDFG Inc. | Managed by Johnathan Kasting
Invests via DDFG Inc.
Managed by Johnathan Kasting
Automatically Tracked
Johnathan Kasting Profile
Johnathan Kasting possesses a rich background in entrepreneurial ventures and business leadership, making significant strides within the technology sector. With extensive experience in scaling innovative solutions, he has become a prominent figure in fostering disruptive ideas that align with market demand. His track record reflects success in navigating competitive landscapes and driving organizational growth through strategic execution. This expertise positions him uniquely as an influential player not only among startups but also across broader capital markets where his insights on emerging technologies continue to shape investment dialogues.
Johnathan Kasting possesses a rich background in entrepreneurial ventures and business leadership, making significant strides within the technology sector. With extensive experience in scaling innovative solutions, he has become a prominent figure in fostering disruptive ideas that align with market demand. His track record reflects success in navigating competitive landscapes and driving organizational growth through strategic execution. This expertise positions him uniquely as an influential player not only among startups but also across broader capital markets where his insights on emerging technologies continue to shape investment dialogues.
Investment Philosophy & Strategy
Focused on identifying and cultivating transformative opportunities, Johnathan Kasting leverages his entrepreneurial acumen to steer investments towards innovative technologies with scalable potential. His ability to assess market dynamics enables strategic allocation of resources where disruptive concepts can flourish. With a keen eye for growth trajectories, he champions ventures that align closely with evolving consumer needs and industry trends. The emphasis on execution drives his investment choices as he seeks to harness the next wave of technological advancements while maintaining agility in a competitive landscape.
Focused on identifying and cultivating transformative opportunities, Johnathan Kasting leverages his entrepreneurial acumen to steer investments towards innovative technologies with scalable potential. His ability to assess market dynamics enables strategic allocation of resources where disruptive concepts can flourish. With a keen eye for growth trajectories, he champions ventures that align closely with evolving consumer needs and industry trends. The emphasis on execution drives his investment choices as he seeks to harness the next wave of technological advancements while maintaining agility in a competitive landscape.
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:
27.96%
Gain -0.01%
Monthly
0.79%
Yearly
9.9%
Drawdown
11.05%
$499.9M
Equity
Holdings
$499.9M
Investment
$369.27M
$158.95M
Profit -$44,291.87
Realized
$28.04M
Unrealized
$130.92M
Dividends
$24.36M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$44,291.87
Win %
85%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$44,291.87
Win %
85%
This Month
Compared to last month
Gain
-0.7%
Profit
-$3.53M
Win %
85%
This Year
Compared to last year
Gain
4.44%
Profit
$21.97M
Win %
85%
AMD Advanced Micro Devices, Inc.
+4.73%
+$92,480 
TTRX Turn Therapeutics Inc.
+3.16%
+$13,048.79 
PM Philip Morris International Inc.
+1.95%
+$32,892.54 
TSLA Tesla, Inc.
+1.82%
+$4,695.6 
BAC Bank of America Corporation
+1.56%
+$7,371.06 
DVY iShares Select Dividend ETF
+1.19%
+$2,520.3 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$12,463.11 
PRAA Pra Group Inc.
+1.09%
+$3,360.05 
V Visa Inc. Class A
+1.05%
+$2,291.26 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$45,312.85 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,113.3 
HWKN Hawkins Inc.
+0.92%
+$3,103 
JKI iShares Morningstar Mid-Cap Value ETF
+0.91%
+$41,383.79 
IYR iShares U.S. Real Estate ETF
+0.89%
+$91,103 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$75,464.41 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$60,513.18 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$2,864.06 
SLV iShares Silver Trust
+0.77%
+$7,822.68 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$249,784.62 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$4,378.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$41,553.63 
CVX Chevron Corporation
+0.75%
+$2,010.39 
MO Altria Group, Inc.
+0.74%
+$4,228.87 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,676.86 
NULV Nuveen ESG Large-Cap Value ETF
+0.72%
+$4,635 
MA Mastercard Incorporated
+0.71%
+$6,658.93 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,238.26 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$193,886.19 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$38,948 
COST Costco Wholesale Corporation
+0.68%
+$2,877.11 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$22,223 
IYW iShares U.S. Technology ETF
+0.61%
+$1,962.47 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,853.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$57,295.45 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$65,982.18 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$74,569.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,057.94 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$3,652.74 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$2,318.76 
IVV iShares Core S&P 500 ETF
+0.55%
+$6,175.93 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$72,491.25 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$39,706.74 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$62,426.59 
GOOG Alphabet Inc
+0.45%
+$10,993.6 
WMT Walmart Inc.
+0.45%
+$1,681.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$161,188.69 
BMY Bristol-Myers Squibb Company
+0.4%
+$895.62 
TDY Teledyne Technologies Incorporated
+0.37%
+$3,435.06 
INTF iShares International Equity Factor ETF
+0.36%
+$48,439.2 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$180,508.77 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.35%
+$2,844.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$22,578.24 
AMGN Amgen Inc.
+0.32%
+$3,117.93 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$30,045.18 
XOM Exxon Mobil Corporation
+0.28%
+$12,506.58 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,653.56 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$1,399.32 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,025.1 
EGY Vaalco Energy Inc.
+0.18%
+$302.5 
VUG Vanguard Growth ETF
+0.18%
+$30,660.3 
NVDA NVIDIA Corporation
+0.16%
+$3,081.6 
CW Curtiss-Wright Corporation
+0.1%
+$2,202.26 
MSFT Microsoft Corp.
+0.1%
+$830.78 
GLD SPDR Gold Shares
+0.06%
+$6,811.2 
FALN iShares Fallen Angels USD Bond ETF
+0.06%
+$787.81 
ORCL Oracle Corporation
+0.02%
+$66.25 
ARWR
0%
$0 
SNBR Sleep Number Corporation
-40.91%
-$3,425.76 
LLY Eli Lilly and Company
-2.41%
-$7,378.79 
PLTR Palantir Technologies Inc.
-2.36%
-$6,516.81 
AAPL Apple Inc.
-1.52%
-$105,327 
MRK Merck & Co., Inc.
-1.42%
-$3,337.91 
AMZN Amazon.com Inc
-1.23%
-$10,513.88 
EW Edwards Lifesciences Corporation
-0.76%
-$2,145 
MDLZ Mondelez International, Inc.
-0.58%
-$1,606.54 
ATI ATI Inc.
-0.51%
-$2,547.96 
UWMC UWM Holdings Corporation
-0.42%
-$208.61 
AMLP Alerian MLP ETF
-0.34%
-$2,583.18 
DIS The Walt Disney Company
-0.3%
-$867 
META Meta Platforms Inc Class A
-0.26%
-$868.56 
GILD Gilead Sciences Inc.
-0.22%
-$640.64 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$51,948.26 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$25,124.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$12,875.31 
CAM AB California Intermediate Municipal ETF
-0.04%
-$4,463.41 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$3,840.3 Events
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Dividends
Dividend Analysis
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| Trades 863 | Longs Won 722/863 83% | Profit Factor 77.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $222,696.6 | Best Trade (Jun 14) $25.72M | Sharpe Ratio -8.8 |
| Average Loss -$14,680.3 | Worst Trade (Jun 14) -$324,685.68 | Z-Score 28.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $184,188.35 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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