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:
103.5%
Gain -0.71%
Monthly
1.91%
Yearly
25.47%
Drawdown
30.01%
$599.3M
Equity
Holdings
$599.3M
Investment
$485.1M
$159.84M
Profit -$3.33M
Realized
$45.63M
Unrealized
$114.2M
Dividends
$17.5M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$3.33M
Win %
86%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$3.33M
Win %
86%
This Month
Compared to last month
Gain
-1.38%
Profit
-$8.38M
Win %
86%
This Year
Compared to last year
Gain
0.08%
Profit
$473,547.64
Win %
84%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$31,676.39 
GOOG Alphabet Inc
+3.02%
+$16,809.32 
ISRA VanEck Israel ETF
+2.98%
+$65,401.28 
GOOGL Alphabet Inc
+2.9%
+$76,880.97 
BTCW WisdomTree Bitcoin Fund
+2.51%
+$90,806.8 
WMT Walmart Inc.
+2.39%
+$52,513.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$20,498.52 
MSFT Microsoft Corp.
+2.27%
+$35,900.56 
GILD Gilead Sciences Inc.
+1.85%
+$48,544.02 
MAR Marriott International Inc. - Class A
+1.61%
+$33,055.9 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.36%
+$3,344.76 
MOAT VanEck Morningstar Wide Moat Fund
+1.3%
+$609,441.92 
AMGN Amgen Inc.
+1.16%
+$29,285.62 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$24,690 
COWZ Pacer US Cash Cows 100 ETF
+0.89%
+$10,140.62 
FTCS First Trust Capital Strength ETF
+0.87%
+$9,740.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$218,822.73 
RPM RPM International Inc.
+0.55%
+$5,485.15 
AAPL Apple Inc.
+0.47%
+$16,046.26 
MRK Merck & Co., Inc.
+0.46%
+$13,203.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$72,414.37 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$3,686.28 
ESLG Eventide Large Cap Growth ETF
+0.23%
+$1,064.06 
ETHA iShares Ethereum Trust
+0.2%
+$5,414.21 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$3,288.74 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.17%
+$30,666.84 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.1%
+$302.34 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$2,211.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FDM First Trust Dow Jones Select MicroCap Index Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 ESSC
ESSC
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$188,564.43 
CLS Celestica Inc.
-8.45%
-$163,294.56 
APLD Applied Digital Corporation
-6.51%
-$84,888.88 
CRWV CoreWeave, Inc.
-6.24%
-$123,753.9 
JCI Johnson Controls International plc
-5.81%
-$142,523.36 
ANET Arista Networks, Inc.
-5.56%
-$187,001.53 
CRS Carpenter Technology Corporation
-5.45%
-$100,525.58 
VST Vistra Corp
-5.03%
-$102,353.94 
DELL Dell Technologies Inc.
-5.03%
-$161,678.54 
PWR Quanta Services Inc.
-4.62%
-$110,044.5 
ORCL Oracle Corporation
-4.5%
-$92,532.36 
CAT Caterpillar Inc.
-4.14%
-$9,251.97 
GS The Goldman Sachs Group, Inc.
-3.95%
-$96,445.52 
AMD Advanced Micro Devices, Inc.
-3.9%
-$105,589.76 
TT Trane Technologies plc
-3.77%
-$82,382.47 
NVDA NVIDIA Corporation
-2.85%
-$85,443.68 
SPMO Invesco S&P 500 Momentum ETF
-2.57%
-$841,133.7 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-2.56%
-$5,454.89 
PH Parker-Hannifin Corporation
-2.51%
-$55,309.43 
BIBL Inspire 100 ETF
-1.98%
-$14,680.95 
NUE Nucor Corporation
-1.89%
-$11,494.29 
SIVR abrdn Physical Silver Shares ETF
-1.73%
-$4,791.07 
JPM JPMorgan Chase & Co.
-1.69%
-$39,870.53 
SLV iShares Silver Trust
-1.65%
-$5,536.32 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$46,747.46 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$23,346.72 
IDMO Invesco S&P International Developed Momentum ETF
-1.38%
-$376,189.74 
ELCV Eventide High Dividend ETF
-1.37%
-$2,681.05 
TSLA Tesla, Inc.
-1.36%
-$30,689.75 
OUNZ VanEck Merk Gold Trust
-1.33%
-$6,800.41 
PTL Inspire 500 ETF
-1.31%
-$8,452.07 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$18,807.84 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$50,182.64 
AMZN Amazon.com Inc
-1.21%
-$33,732.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$128,915.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$90,898.93 
PTIN Pacer Trendpilot International ETF
-1.14%
-$15,901.4 
MTB M&T Bank Corporation
-1.05%
-$28,361.3 
BG Bunge Global S.A.
-0.98%
-$23,542.8 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$9,404.57 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$8,376.23 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$181,563.8 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.91%
-$12,232.98 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.89%
-$5,293.85 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.83%
-$2,921.93 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$3,246.32 
WWJD Inspire International ETF
-0.74%
-$7,823.1 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.74%
-$4,595.19 
XLRE The Real Estate Select Sector SPDR Fund
-0.71%
-$10,654.7 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$138,987 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$4,060.39 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$212,084.11 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.57%
-$98,160.12 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$5,612.15 
VBK Vanguard Small-Cap Growth ETF
-0.54%
-$144,899.4 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$6,483.68 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$20,790.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$2,174.86 
XLF Financial Select Sector SPDR Fund
-0.43%
-$7,749.1 
TPSC Timothy Plan US Small Cap Core ETF
-0.4%
-$919.51 
CSX CSX Corporation
-0.39%
-$9,034.12 
ISMD Inspire Small/Mid Cap ETF
-0.35%
-$1,551.59 
VOO Vanguard S&P 500 ETF
-0.35%
-$74,589.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$4,375.75 
EPI WisdomTree India Earnings Fund
-0.34%
-$3,796.39 
IVV iShares Core S&P 500 ETF
-0.34%
-$953.67 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$4,528.42 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,221.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$914.76 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$113,571.75 
PTLC Pacer Trendpilot US Large Cap ETF
-0.28%
-$8,282.74 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,835.75 
VUG Vanguard Growth ETF
-0.19%
-$1,109.57 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$1,000.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$39,564.94 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$324.07 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$6,390.96 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.02%
-$66.27 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$50.51 
RECS Columbia Research Enhanced Core ETF
-0.01%
-$1,182.28 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1438 | Longs Won 1164/1438 80% | Profit Factor 14.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,490.05 |
| Average Win $147,582.73 | Best Trade (Sep 30) $8.45M | Sharpe Ratio -10 |
| Average Loss -$43,614.01 | Worst Trade (Mar 30) -$691,757 | Z-Score 21.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $111,151.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,286 | $2.11M | $3.43M | - | $1.32M | 62.52% | +0.47% |
| AMD Advanced Micro Devices, Inc. | 5,248 | $3.05M | $2.6M | - | -$445,813.52 | -14.62% | -3.898% |
| AMGN Amgen Inc. | 6,671 | $2.35M | $2.55M | - | $192,160.03 | 8.16% | +1.163% |
| AMZN Amazon.com Inc | 10,899 | $2.19M | $2.76M | - | $574,136.78 | 26.21% | -1.205% |
| ANET Arista Networks, Inc. | 16,847 | $2.8M | $3.18M | - | $374,845.34 | 13.38% | -5.561% |
| APLD Applied Digital Corporation | 49,354 | $1.84M | $1.22M | - | -$621,860.2 | -33.78% | -6.51% |
| AVUV Avantis U.S. Small Cap Value ETF | 5,245 | $449,713.86 | $651,166.75 | - | $201,452.89 | 44.8% | -0.281% |
| BABA Alibaba Group Holding Limited SP ADR | 17,777 | $2.47M | $1.95M | - | -$527,631.5 | -21.33% | +0.169% |
| BG Bunge Global S.A. | 19,619 | $2.46M | $2.38M | - | -$80,652.67 | -3.28% | -0.98% |
| BIBL Inspire 100 ETF | 13,470 | $423,536.61 | $725,359.5 | - | $301,822.89 | 71.26% | -1.984% |
| BRK-B Berkshire Hathaway Inc. | 4,938 | $2.45M | $2.54M | - | $91,809.33 | 3.74% | +0.98% |
| BTCW WisdomTree Bitcoin Fund | 44,296 | $3.73M | $3.71M | - | -$23,720.09 | -0.64% | +2.512% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 4,401 | $191,960.92 | $249,536.7 | - | $57,575.78 | 29.99% | +1.359% |
| CAT Caterpillar Inc. | 273 | $156,343.16 | $214,217.64 | - | $57,874.48 | 37.02% | -4.14% |
| CLS Celestica Inc. | 5,577 | $1.53M | $1.77M | - | $237,807.52 | 15.53% | -8.449% |
| COWZ Pacer US Cash Cows 100 ETF | 16,225 | $911,279.05 | $1.14M | - | $233,638.07 | 25.64% | +0.894% |
| CRS Carpenter Technology Corporation | 4,166 | $1.21M | $1.75M | - | $537,304.22 | 44.46% | -5.445% |
| CRWD CrowdStrike Holdings, Inc. | 1,080 | $206,047.8 | $254,955.6 | - | $48,907.8 | 23.74% | +14.187% |
| CRWV CoreWeave, Inc. | 22,298 | $2.22M | $1.86M | - | -$358,997.88 | -16.17% | -6.237% |
| CSX CSX Corporation | 47,548 | $1.74M | $2.32M | - | $575,611.84 | 33.03% | -0.388% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: AppLovin Corporation Class A Common Stock - $691,757, Stride, Inc - $597,143.56, Shopify Inc - $504,979.98, Coinbase Global, Inc - $366,008.62, and Galaxy Digital Inc. Class A Common Stock - $270,306.6. 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 $17.5M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $2.56M, Schwab U.S. Dividend Equity ETF - $1.94M, VanEck Morningstar Wide Moat Fund - $1.55M, JPMorgan Ultra-Short Income ETF - $1.21M, and VANGUARD SMALL-CAP VALUE ETF - $1.02M. 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kelly F. Taylor's strategy?
Kelly F. Taylor'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.
