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:
89.07%
Gain +1%
Monthly
1.89%
Yearly
25.28%
Drawdown
29.97%
$586.89M
Equity
Holdings
$586.89M
Investment
$485.1M
$150.6M
Profit +$4.84M
Realized
$48.81M
Unrealized
$101.79M
Dividends
$17.35M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$4.84M
Win %
83%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$3.78M
Win %
83%
This Month
Compared to last month
Gain
-1.98%
Profit
-$11.88M
Win %
83%
This Year
Compared to last year
Gain
-2%
Profit
-$11.94M
Win %
84%
APLD Applied Digital Corporation
+7.44%
+$102,212.13 
DELL Dell Technologies Inc.
+5.77%
+$124,812.52 
CRWV CoreWeave, Inc.
+5.6%
+$91,198.82 
AMD Advanced Micro Devices, Inc.
+5.21%
+$137,602.51 
SLV iShares Silver Trust
+4.56%
+$13,408.27 
CLS Celestica Inc.
+4.56%
+$78,133.77 
SIVR abrdn Physical Silver Shares ETF
+4.53%
+$11,024.91 
ANET Arista Networks, Inc.
+4.13%
+$117,844.6 
CRS Carpenter Technology Corporation
+3.81%
+$88,069.24 
TSLA Tesla, Inc.
+3.69%
+$84,103.44 
ORCL Oracle Corporation
+3.03%
+$50,298.24 
SPMO Invesco S&P 500 Momentum ETF
+2.79%
+$891,910.8 
BTCW WisdomTree Bitcoin Fund
+2.7%
+$82,390.56 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.7%
+$19,479.96 
CAT Caterpillar Inc.
+2.59%
+$6,104.28 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$68,231.04 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
+2.14%
+$4,466.42 
ETHA iShares Ethereum Trust
+1.92%
+$39,810.37 
IDMO Invesco S&P International Developed Momentum ETF
+1.89%
+$477,804.21 
VST Vistra Corp
+1.81%
+$39,187.72 
GS The Goldman Sachs Group, Inc.
+1.64%
+$41,059.25 
PTIN Pacer Trendpilot International ETF
+1.57%
+$20,924.86 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+1.57%
+$5,359.67 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$542,538.83 
OUNZ VanEck Merk Gold Trust
+1.52%
+$7,168.01 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$14,984.64 
SCHA Schwab U.S. Small-Cap ETF
+1.48%
+$12,886.5 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+1.44%
+$8,334.72 
JCI Johnson Controls International plc
+1.43%
+$33,445.93 
IWP iShares Russell Mid-Cap Growth ETF
+1.41%
+$300,366.35 
NUE Nucor Corporation
+1.4%
+$7,584.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$102,873.65 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.23%
+$128,215.29 
DIVI Franklin International Core Dividend Tilt Index ETF
+1.22%
+$7,337.2 
BIBL Inspire 100 ETF
+1.17%
+$8,620.8 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$291,365.28 
JPM JPMorgan Chase & Co.
+1.08%
+$24,306.41 
NVDA NVIDIA Corporation
+1.06%
+$29,558.2 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.05%
+$404,603.67 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.05%
+$14,889.54 
PTL Inspire 500 ETF
+0.98%
+$6,273.65 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$187,327.73 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.9%
+$37,267.99 
PH Parker-Hannifin Corporation
+0.9%
+$19,821.39 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.88%
+$5,442.53 
ESLG Eventide Large Cap Growth ETF
+0.83%
+$3,812.46 
VUG Vanguard Growth ETF
+0.77%
+$4,307.82 
PTLC Pacer Trendpilot US Large Cap ETF
+0.71%
+$19,976.02 
MRK Merck & Co., Inc.
+0.7%
+$17,404.35 
GEV GE Vernova Inc.
+0.68%
+$16,757.11 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$8,369.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$1,698.84 
IVV iShares Core S&P 500 ETF
+0.64%
+$1,729 
AMGN Amgen Inc.
+0.62%
+$15,143.1 
PTMC Pacer Trendpilot US Mid Cap ETF
+0.61%
+$8,378.75 
BG Bunge Global S.A.
+0.61%
+$14,423.89 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$2,114.99 
VOO Vanguard S&P 500 ETF
+0.58%
+$119,885.46 
RECS Columbia Research Enhanced Core ETF
+0.56%
+$57,931.72 
ELCV Eventide High Dividend ETF
+0.54%
+$1,065.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$6,620.7 
ISMD Inspire Small/Mid Cap ETF
+0.52%
+$2,327.39 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$1,989.68 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$5,814.44 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$8,190.18 
AVUV Avantis U.S. Small Cap Value ETF
+0.46%
+$3,015.87 
PWR Quanta Services Inc.
+0.45%
+$10,318.38 
EPI WisdomTree India Earnings Fund
+0.43%
+$4,712.76 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$2,601.69 
MAR Marriott International Inc. - Class A
+0.36%
+$8,055.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.33%
+$887.67 
WWJD Inspire International ETF
+0.32%
+$3,259.62 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.32%
+$982.61 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$52,138.35 
AAPL Apple Inc.
+0.23%
+$7,611.64 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$34,977.71 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.1%
+$4,392.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$18,026.82 
FDM First Trust Dow Jones Select MicroCap Index Fund
+0.04%
+$111.33 
XLF Financial Select Sector SPDR Fund
+0.04%
+$632.55 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$219.97 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$27.3 
TT Trane Technologies plc
+0.01%
+$148.17 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$582.04 
ESSC
0%
$0 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
0%
$0 
ISRA VanEck Israel ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$6,339.61 
BABA Alibaba Group Holding Limited SP ADR
-1.87%
-$39,998.25 
GILD Gilead Sciences Inc.
-1.5%
-$36,568.18 
WMT Walmart Inc.
-1.34%
-$30,709.5 
GOOGL Alphabet Inc
-1.09%
-$30,054.82 
GOOG Alphabet Inc
-1.06%
-$6,212.14 
MTB M&T Bank Corporation
-0.98%
-$27,352.4 
MOAT VanEck Morningstar Wide Moat Fund
-0.93%
-$426,393.99 
AMZN Amazon.com Inc
-0.91%
-$24,740.84 
CSX CSX Corporation
-0.76%
-$18,068.24 
MSFT Microsoft Corp.
-0.54%
-$6,946.98 
FVD First Trust Value Line Dividend Index Fund
-0.54%
-$8,140.53 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$12,394.43 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.43%
-$1,635.03 
FTCS First Trust Capital Strength ETF
-0.38%
-$4,239.83 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.28%
-$1,410.72 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.2%
-$461.66 
COWZ Pacer US Cash Cows 100 ETF
-0.17%
-$1,784.75 
RPM RPM International Inc.
-0.16%
-$1,595.68 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.15%
-$28,111.27 
NUV Nuveen Municipal Value Fund, Inc.
-0.06%
-$553.21 
TPSC Timothy Plan US Small Cap Core ETF
-0.05%
-$124.33 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$2,886.24 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.04%
-$6,928.95 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,651.98 Events
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Dividends
Dividend Analysis
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| Trades 1438 | Longs Won 1115/1438 77% | Profit Factor 17.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,911.4 |
| Average Win $143,107.45 | Best Trade (Sep 30) $8.45M | Sharpe Ratio -9.98 |
| Average Loss -$27,767.86 | Worst Trade (Jul 30) -$863,378.64 | Z-Score 11.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $104,725.86 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kelly F. Taylor?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Morningstar Wide Moat Fund - $10.61M, VanEck Israel ETF - $5.42M, Invesco NASDAQ 100 ETF - $5.06M, Xtrackers MSCI EAFE Hedged Equity ETF - $4.59M, and Sprott Physical Gold Trust - $3.59M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: First Solar, Inc - $209,383.25, Palo Alto Networks, Inc - $207,054.21, Progressive Corporation - $141,427.91, Lucid Group, Inc - $66,348.78, and Monster Beverage Corporation - $36,406.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kelly F. Taylor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.35M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $2.56M, Schwab U.S. Dividend Equity ETF - $1.95M, VanEck Morningstar Wide Moat Fund - $1.55M, JPMorgan Ultra-Short Income ETF - $1.14M, and VANGUARD SMALL-CAP VALUE ETF - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelly F. Taylor's monthly returns?
Kelly F. Taylor'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 Kelly F. Taylor's strategy be considered aggressive or moderate?
Kelly F. Taylor's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kelly F. Taylor's strategy?
Kelly F. Taylor's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
