KFT
Kelly F. Taylor Portfolio
Invests via Whitaker-Myers Wealth Managers Ltd. | Managed by Kelly F. Taylor, John-Mark Collier Young
Invests via Whitaker-Myers Wealth Managers Ltd.
Managed by Kelly F. Taylor, John-Mark Collier Young
Automatically Tracked
Kelly F. Taylor Profile
With a rich career steeped in the financial sector, Kelly F. Taylor has garnered extensive expertise as an investor-operator, known for driving growth in various businesses. Having held key executive positions at notable firms, Taylor leverages insights from both operational and strategic vantage points to enhance company performance. Notably active in startup ecosystems, their focus on innovation aligns with evolving market demands while fostering robust financial frameworks. Taylor's leadership is characterized by a unique ability to blend investment acumen with practical implementation strategies that lead to sustainable business success.
With a rich career steeped in the financial sector, Kelly F. Taylor has garnered extensive expertise as an investor-operator, known for driving growth in various businesses. Having held key executive positions at notable firms, Taylor leverages insights from both operational and strategic vantage points to enhance company performance. Notably active in startup ecosystems, their focus on innovation aligns with evolving market demands while fostering robust financial frameworks. Taylor's leadership is characterized by a unique ability to blend investment acumen with practical implementation strategies that lead to sustainable business success.
Investment Philosophy & Strategy
In navigating the complexities of investment opportunities, Kelly F. Taylor embodies a forward-thinking entrepreneurial approach. Drawing from a rich foundation in operational leadership, they actively pursue ventures with transformative potential across various sectors. Their capacity to identify and cultivate innovation is pivotal in shaping competitive advantages that resonate within rapidly changing markets. By prioritizing adaptive strategies that align with emerging trends, decision-making reflects both long-term vision and pragmatic execution. This distinctive blend of insight fosters dynamic partnerships and drives sustainable growth while managing resource allocation effectively.
In navigating the complexities of investment opportunities, Kelly F. Taylor embodies a forward-thinking entrepreneurial approach. Drawing from a rich foundation in operational leadership, they actively pursue ventures with transformative potential across various sectors. Their capacity to identify and cultivate innovation is pivotal in shaping competitive advantages that resonate within rapidly changing markets. By prioritizing adaptive strategies that align with emerging trends, decision-making reflects both long-term vision and pragmatic execution. This distinctive blend of insight fosters dynamic partnerships and drives sustainable growth while managing resource allocation effectively.
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:
26.49%
Gain +0.01%
Monthly
0.8%
Yearly
10.11%
Drawdown
17.53%
$557.82M
Equity
Holdings
$557.82M
Investment
$448.93M
$158.76M
Profit +$40,474.23
Realized
$47.37M
Unrealized
$111.39M
Dividends
$15.65M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$40,474.23
Win %
89%
This Week
Compared To Last Week
Gain
0.01%
Profit
$40,474.23
Win %
89%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.48M
Win %
89%
This Year
Compared to last year
Gain
2.74%
Profit
$19.83M
Win %
89%
ANET Arista Networks, Inc.
+4.37%
+$17,353.13 
GEV GE Vernova Inc.
+3.73%
+$79,899.31 
PWR Quanta Services Inc.
+3.58%
+$92,103.19 
JPM JPMorgan Chase & Co.
+2.31%
+$31,146.88 
AXP American Express Company
+2.18%
+$48,650.07 
NUE Nucor Corporation
+2.09%
+$14,284.5 
CLS Celestica Inc.
+1.88%
+$51,357.31 
TSLA Tesla, Inc.
+1.82%
+$48,135.36 
MTB M&T Bank Corporation
+1.78%
+$40,417.2 
BIBL Inspire 100 ETF
+1.54%
+$11,248.9 
BG Bunge Global S.A.
+1.51%
+$33,676.02 
CAT Caterpillar Inc.
+1.44%
+$3,726.72 
XLF Financial Select Sector SPDR Fund
+1.37%
+$36,990 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$318,179.08 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$404,456.8 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$10,348.4 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$76,053.31 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$18,710.67 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.13%
+$173,424.8 
VST Vistra Corp
+1.12%
+$22,440.17 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$16,586.82 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.09%
+$2,894.48 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.08%
+$4,377.87 
ISRA VanEck Israel ETF
+1.01%
+$23,204.11 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$196,299 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$3,912.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$7,156.7 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$5,056 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$284,404.45 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$35,690.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$225,453.56 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,898.55 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$5,101.2 
PTMC Pacer Trendpilot US Mid Cap ETF
+0.83%
+$12,057.76 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$10,105.66 
TPSC Timothy Plan US Small Cap Core ETF
+0.78%
+$1,904.66 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$2,308 
PTL Inspire 500 ETF
+0.77%
+$4,667.69 
SLV iShares Silver Trust
+0.77%
+$2,955.36 
ESLG Eventide Large Cap Growth ETF
+0.77%
+$3,154.2 
XLE Energy Select Sector SPDR Fund
+0.75%
+$9,390.34 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$11,737.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,890.09 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$16,915.94 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$236,275.19 
EPI WisdomTree India Earnings Fund
+0.65%
+$7,686.09 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$6,545.27 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$16,394.51 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$8,017.05 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$23,380.5 
VOO Vanguard S&P 500 ETF
+0.55%
+$109,011.76 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,875.3 
GOOGL Alphabet Inc
+0.53%
+$3,004.43 
RECS Columbia Research Enhanced Core ETF
+0.53%
+$48,404.21 
PTLC Pacer Trendpilot US Large Cap ETF
+0.52%
+$14,487.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$1,359.85 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$53,052.48 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$6,439.86 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$1,989.73 
GOOG Alphabet Inc
+0.45%
+$2,572.8 
WMT Walmart Inc.
+0.45%
+$9,427.88 
CSX CSX Corporation
+0.42%
+$9,430.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$170,297.82 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$2,856.6 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+0.4%
+$1,555.15 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.4%
+$2,346.48 
FTCS First Trust Capital Strength ETF
+0.39%
+$4,317.9 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$128,787.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$25,962 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$87,491.43 
AMGN Amgen Inc.
+0.32%
+$6,816.13 
QXO Qxo Inc.
+0.3%
+$4,993.25 
WWJD Inspire International ETF
+0.23%
+$2,215.08 
VUG Vanguard Growth ETF
+0.18%
+$972 
NVDA NVIDIA Corporation
+0.16%
+$4,503.36 
PH Parker-Hannifin Corporation
+0.12%
+$2,291 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$22,896.16 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,804.53 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$626.1 
KO The Coca-Cola Company
+0.11%
+$2,622.06 
MSFT Microsoft Corp.
+0.1%
+$1,269.97 
BTCW WisdomTree Bitcoin Fund
+0.07%
+$1,934.8 
OUNZ VanEck Merk Gold Trust
+0.07%
+$415.26 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$11,464.24 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.05%
+$123.62 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,183.32 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,753.33 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$80.45 
ORCL Oracle Corporation
+0.02%
+$465.62 
ESSC
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
JCI
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$45,036 
FSLR First Solar, Inc.
-1.42%
-$37,978.64 
MRK Merck & Co., Inc.
-1.42%
-$30,265.24 
AMZN Amazon.com Inc
-1.23%
-$40,249.94 
HII Huntington Ingalls Industries Inc.
-1.09%
-$15,084.6 
ETHA iShares Ethereum Trust
-1.02%
-$16,434.99 
RPM RPM International Inc.
-0.45%
-$4,787.01 
TT Trane Technologies plc
-0.41%
-$8,378.41 
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$3,180.69 
META Meta Platforms Inc Class A
-0.26%
-$796.06 
ISMD Inspire Small/Mid Cap ETF
-0.23%
-$967.23 
GILD Gilead Sciences Inc.
-0.22%
-$4,030.32 
CRS Carpenter Technology Corporation
-0.17%
-$5,033.38 
PTIN Pacer Trendpilot International ETF
-0.1%
-$1,556.44 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.09%
-$13,630.77 Events
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Dividends
Dividend Analysis
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| Trades 1327 | Longs Won 1048/1327 78% | Profit Factor 28.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,910.49 |
| Average Win $156,539.08 | Best Trade (Sep 30) $8.45M | Sharpe Ratio -2.75 |
| Average Loss -$20,911.12 | Worst Trade (Jun 14) -$679,718.91 | Z-Score 12.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $119,640.51 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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