Kevin Gray Portfolio
Invests via Lodestar Private Asset Management LLC | Managed by Kevin L. Gray, Joe Harrison, Tony Jurado, Mishaela Albright, Jason McCoy
Invests via Lodestar Private Asset Management LLC
Managed by Kevin L. Gray, Joe Harrison, Tony Jurado, Mishaela Albright, Jason McCoy
Automatically Tracked
Kevin Gray Profile
Kevin Gray has carved out a significant niche in the real estate investment sector, leveraging his extensive experience to drive value across diverse properties. With a robust track record as an investor-operator, he excels at identifying high-potential opportunities that align with market demand. His deep understanding of asset performance metrics informs strategic decisions, enhancing operational efficiency and driving revenue growth. As a thought leader within the industry, Kevin advocates for innovative approaches that not only maximize returns but also promote sustainable practices within urban development. His contributions position him as a pivotal figure in shaping modern investment landscapes.
Kevin Gray has carved out a significant niche in the real estate investment sector, leveraging his extensive experience to drive value across diverse properties. With a robust track record as an investor-operator, he excels at identifying high-potential opportunities that align with market demand. His deep understanding of asset performance metrics informs strategic decisions, enhancing operational efficiency and driving revenue growth. As a thought leader within the industry, Kevin advocates for innovative approaches that not only maximize returns but also promote sustainable practices within urban development. His contributions position him as a pivotal figure in shaping modern investment landscapes.
Investment Philosophy & Strategy
In the competitive realm of real estate, Kevin Gray stands out for his unique blend of operational expertise and strategic insight. His investment philosophy centers on recognizing underutilized assets ripe for transformation, guided by a keen awareness of urban trends and consumer needs. The ability to enhance property value through innovative strategies underscores a commitment to sustainable growth while generating attractive returns. By focusing on collaborative partnerships with stakeholders, he not only addresses market demands but also fosters community enrichment. This approach encapsulates a forward-thinking mindset essential for navigating today’s dynamic investment environment.
In the competitive realm of real estate, Kevin Gray stands out for his unique blend of operational expertise and strategic insight. His investment philosophy centers on recognizing underutilized assets ripe for transformation, guided by a keen awareness of urban trends and consumer needs. The ability to enhance property value through innovative strategies underscores a commitment to sustainable growth while generating attractive returns. By focusing on collaborative partnerships with stakeholders, he not only addresses market demands but also fosters community enrichment. This approach encapsulates a forward-thinking mindset essential for navigating today’s dynamic investment environment.
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:
62.37%
Gain -0.64%
Monthly
1.35%
Yearly
17.47%
Drawdown
17.76%
$1.16B
Equity
Holdings
$1.16B
Investment
$786.34M
$403.32M
Profit -$5.28M
Realized
$34.17M
Unrealized
$369.15M
Dividends
$54.11M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$5.28M
Win %
75%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$5.28M
Win %
75%
This Month
Compared to last month
Gain
-0.95%
Profit
-$11.11M
Win %
75%
This Year
Compared to last year
Gain
-0.07%
Profit
-$644,085.25
Win %
77%
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$97,206.37 
PANW Palo Alto Networks, Inc.
+14.15%
+$96,782.42 
WCLD WisdomTree Cloud Computing Fund
+6.47%
+$32,888.53 
IGV iShares Expanded Tech-Software Sector ETF
+5.14%
+$54,324.65 
ADBE Adobe Inc.
+4.6%
+$12,945.6 
CRM Salesforce Inc
+4.53%
+$35,601.06 
NFLX Netflix, Inc.
+3.92%
+$18,240.6 
TRVG Trivago N.V. ADR
+3.2%
+$1,918.98 
GOOGL Alphabet Inc
+3.11%
+$114,685.74 
GOOG Alphabet Inc
+2.97%
+$96,890.78 
META Meta Platforms Inc Class A
+2.91%
+$39,166.34 
IBM International Business Machines Corporation
+2.81%
+$20,156.44 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.28%
+$6,901.32 
MSFT Microsoft Corp.
+2.25%
+$99,491.45 
WMT Walmart Inc.
+2.19%
+$21,796.78 
GILD Gilead Sciences Inc.
+2.07%
+$6,810.21 
LLY Eli Lilly and Company
+2.06%
+$20,236.61 
DIS The Walt Disney Company
+2.03%
+$6,060.96 
MCD McDonald's Corporation
+2.01%
+$9,916.92 
PM Philip Morris International Inc.
+1.8%
+$4,038.56 
ABBV AbbVie Inc.
+1.7%
+$18,387.24 
NVS Novartis AG Sponsored ADR
+1.65%
+$3,141.4 
COST Costco Wholesale Corporation
+1.59%
+$25,782.92 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$23,020.32 
VHT Vanguard Health Care ETF
+1.37%
+$3,442.09 
AMGN Amgen Inc.
+1.12%
+$4,052.33 
V Visa Inc. Class A
+1.06%
+$8,980.99 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$43,759.17 
HD The Home Depot, Inc.
+0.97%
+$10,414.2 
ABT Abbott Laboratories
+0.89%
+$2,472.47 
OZEM Roundhill GLP-1 & Weight Loss ETF
+0.86%
+$2,806.51 
SCHY Schwab International Dividend Equity ETF
+0.84%
+$7,712.65 
TRV The Travelers Companies, Inc.
+0.78%
+$1,793.02 
DE Deere & Company
+0.78%
+$5,075.91 
SDY SPDR S&P Dividend ETF
+0.66%
+$9,275.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$13,834.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$122,737.65 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.59%
+$17,531.59 
JNJ Johnson & Johnson
+0.55%
+$5,348.02 
PG Procter & Gamble Co
+0.5%
+$2,562.3 
AAPL Apple Inc.
+0.49%
+$227,792.32 
HDV iShares Core High Dividend ETF
+0.46%
+$2,451.87 
SBUX Starbucks Corporation
+0.4%
+$912.21 
GD General Dynamics Corporation
+0.38%
+$1,661.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$7,250.49 
TLT iShares 20+ Year Treasury Bond ETF
+0.17%
+$865.76 
PKW Invesco BuyBack Achievers ETF
+0.12%
+$468.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$218.44 
EAOR iShares ESG Aware Growth Allocation Fund
+0.07%
+$188.3 
PEP PepsiCo, Inc.
+0.03%
+$306.96 
TIP iShares TIPS Bond ETF
+0.03%
+$1,800.12 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$11.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
GLW Corning Incorporated
-14%
-$74,420.17 
UCTT Ultra Clean Holdings, Inc.
-10.25%
-$43,263.01 
GEV GE Vernova Inc.
-8.67%
-$53,681.6 
LRCX Lam Research Corporation
-7.84%
-$107,804.85 
CEG Constellation Energy Corporation
-6.72%
-$24,467.27 
AMAT Applied Materials, Inc.
-6.67%
-$8,678.25 
BAC Bank of America Corporation
-5.39%
-$24,518.52 
SOXX iShares Semiconductor ETF
-5.34%
-$59,326.03 
INTC Intel Corporation
-5.25%
-$115,113.98 
NBIS Nebius Group N.V.
-5.16%
-$54,032.28 
AVGO Broadcom Inc.
-4.79%
-$28,170.43 
MU Micron Technology, Inc.
-4.76%
-$27,742.6 
SMH VanEck Semiconductor ETF
-4.52%
-$54,428.13 
ORCL Oracle Corporation
-4.47%
-$32,399.87 
CAT Caterpillar Inc.
-4.18%
-$32,744.45 
AMD Advanced Micro Devices, Inc.
-3.88%
-$52,866.42 
NVDA NVIDIA Corporation
-2.84%
-$135,423.91 
CGXU Capital Group International Focus Equity ETF
-2.6%
-$9,334.32 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$25,008.75 
EEMA iShares MSCI Emerging Markets Asia ETF
-2.43%
-$6,393.29 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$97,166.55 
ESGE iShares ESG Aware MSCI EM ETF
-2.33%
-$5,916.16 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.25%
-$191,442.45 
STX Seagate Technology Holdings plc
-2.24%
-$49,024.75 
MGNR American Beacon GLG Natural Resources ETF
-2.03%
-$5,124.9 
FUND Sprott Focus Trust, Inc.
-1.98%
-$6,113.94 
QS QuantumScape Corp
-1.89%
-$1,033.5 
WFC Wells Fargo & Company
-1.84%
-$20,615.54 
JPM JPMorgan Chase & Co.
-1.71%
-$47,531.28 
CSCO Cisco Systems, Inc.
-1.69%
-$17,321.85 
CEF Sprott Physical Gold and Silver Trust
-1.62%
-$33,165.28 
VIS Vanguard Industrials ETF
-1.58%
-$4,290.85 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$233,881.2 
TSLA Tesla, Inc.
-1.47%
-$11,261.36 
GLD SPDR Gold Shares
-1.39%
-$70,856.72 
GLDM SPDR Gold MiniShares Trust
-1.38%
-$103,224.16 
RTX RTX Corporation
-1.35%
-$6,132.97 
BLK BlackRock, Inc.
-1.29%
-$3,567.17 
AMZN Amazon.com Inc
-1.28%
-$148,994 
VGT Vanguard Information Technology ETF
-1.24%
-$43,296 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$206,964.16 
VAW Vanguard Materials ETF
-1.16%
-$2,835.54 
EFG iShares MSCI EAFE Growth ETF
-1.16%
-$92,108.25 
VSGX Vanguard ESG International Stock ETF
-1.15%
-$14,056.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$220,795.24 
XLE Energy Select Sector SPDR Fund
-1.15%
-$10,927.5 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$33,413.5 
IXUS iShares Core International Stock ETF
-1.14%
-$454,991.22 
IYE iShares U.S. Energy ETF
-1.14%
-$3,256.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$7,587.45 
VEU Vanguard FTSE All-World ex-US ETF
-1.13%
-$121,629.12 
SCHF Schwab International Equity ETF
-1.12%
-$111,892.1 
ITA iShares U.S. Aerospace & Defense ETF
-1.07%
-$20,682.3 
RYT Invesco S&P 500 Equal Weight ETF
-1.06%
-$3,754.97 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.06%
-$3,538.88 
CWI SPDR MSCI ACWI ex-US ETF
-1.04%
-$385,085.64 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$69,819.09 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$12,531.21 
CVX Chevron Corporation
-0.97%
-$15,011.63 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$11,696.26 
XOM Exxon Mobil Corporation
-0.9%
-$15,588.48 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$148,477.2 
XLB Materials Select Sector SPDR Fund
-0.85%
-$3,260.76 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.84%
-$2,612.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$64,772.87 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$159,769.01 
FNDF Schwab Fundamental International Large Company Index ETF
-0.77%
-$5,511.31 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$1,912.37 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$17,845.37 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.7%
-$144,475.48 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$36,837.94 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$6,850 
IWP iShares Russell Mid-Cap Growth ETF
-0.66%
-$2,952.95 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$4,777.95 
EFA iShares MSCI EAFE ETF
-0.65%
-$65,756.31 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.64%
-$2,386.8 
FNDC Schwab Fundamental International Small Company Index ETF
-0.64%
-$2,698.15 
AOA iShares Core Aggressive Allocation ETF
-0.6%
-$13,108.44 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.59%
-$4,074.25 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$254,716.62 
JPIN JPMorgan Diversified Return International Equity ETF
-0.56%
-$3,011.02 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$254,850.05 
CGDV Capital Group Dividend Value ETF
-0.54%
-$14,684.44 
WOOD iShares Global Timber & Forestry ETF
-0.53%
-$1,786.87 
SPEU SPDR Portfolio Europe ETF
-0.52%
-$1,744.95 
MTD Mettler-Toledo International Inc.
-0.52%
-$1,752.4 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$124,413.9 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$1,325.88 
FREL Fidelity MSCI Real Estate Index ETF
-0.5%
-$12,616.59 
F Ford Motor Company
-0.5%
-$1,648.01 
BP BP p.l.c. Sponsored ADR
-0.5%
-$1,609.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.49%
-$1,315.4 
VNQ Vanguard Real Estate ETF
-0.49%
-$19,157.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$3,381.89 
BMRC Bank of Marin Bancorp
-0.48%
-$1,360.9 
VO Vanguard Mid-Cap ETF
-0.48%
-$14,713.49 
SCHH Schwab U.S. REIT ETF
-0.47%
-$2,901.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.47%
-$8,621.7 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.45%
-$43,568.6 
VTV Vanguard Value ETF
-0.45%
-$187,053.01 
XLF Financial Select Sector SPDR Fund
-0.45%
-$952.93 
JPEF JPMorgan Equity Focus ETF
-0.41%
-$1,518.1 
FXE Invesco CurrencyShares Euro Trust
-0.4%
-$925.65 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$2,031.87 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$59,096.21 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.35%
-$3,851.1 
FPE First Trust Preferred Securities and Income ETF
-0.34%
-$944.94 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$23,961.63 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$96,697.68 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$2,827.15 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$74,127.99 
VOO Vanguard S&P 500 ETF
-0.34%
-$62,643.84 
IVV iShares Core S&P 500 ETF
-0.33%
-$351,019.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$1,777.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$1,348.74 
IWB iShares Russell 1000 ETF
-0.32%
-$18,415.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$91,661.13 
VB Vanguard Small-Cap ETF
-0.31%
-$5,841.96 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.29%
-$21,063.28 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$36,284.41 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$46,816.64 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.28%
-$5,814.51 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.27%
-$2,551.32 
AOK iShares Core Conservative Allocation ETF
-0.23%
-$466.17 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$23,241 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$468 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$2,344.85 
IWM iShares Russell 2000 ETF
-0.18%
-$27,524.66 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$539.4 
VTWO Vanguard Russell 2000 ETF
-0.17%
-$22,683 
VUG Vanguard Growth ETF
-0.17%
-$8,551.18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$6,693.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,442.57 
ESGV Vanguard ESG U.S. Stock ETF
-0.15%
-$1,573.8 
VYMI Vanguard International High Dividend Yield Index Fund
-0.15%
-$414.62 
DFCA Dimensional California Municipal Bond ETF
-0.14%
-$1,550.22 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$682.77 
JPIE JPMorgan Income ETF
-0.12%
-$35,325.24 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.11%
-$8,551.92 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$1,337.25 
VOOV Vanguard S&P 500 Value ETF
-0.1%
-$275 
BNDX Vanguard Total International Bond ETF
-0.1%
-$8,598.78 
JNK SPDR Bloomberg High Yield Bond ETF
-0.1%
-$686.07 
MBB iShares MBS ETF
-0.09%
-$1,100.48 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$894.48 
CMF iShares California Muni Bond ETF
-0.07%
-$2,321.84 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$379.23 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$4,909.59 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$3,843.73 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.07%
-$180 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$18,961.07 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$21,155.03 
SMBS Schwab Mortgage-Backed Securities ETF
-0.06%
-$120 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$8,867.23 
MUB iShares National Muni Bond ETF
-0.05%
-$434.67 
SUSL iShares ESG MSCI USA Leaders ETF
-0.04%
-$133.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$332.92 
SCHW Charles Schwab Corporation
-0.04%
-$107.24 
IWD iShares Russell 1000 Value ETF
-0.03%
-$170.72 
CLSE Convergence Long/Short Equity Fund
-0.03%
-$289.55 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$60.16 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$52.76 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$326.65 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$129.04 
NULV Nuveen ESG Large-Cap Value ETF
-0.02%
-$88.81 
DVY iShares Select Dividend ETF
-0.02%
-$148.95 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$52.68 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$83.32 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$29.14 
JCPB JPMorgan Core Plus Bond ETF
-0.01%
-$756.51 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$471.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$263.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$61.37 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$44.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2830 | Longs Won 2196/2830 77% | Profit Factor 41.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $188,191.16 | Best Trade (Aug 14) $38.37M | Sharpe Ratio -10.57 |
| Average Loss -$15,694.35 | Worst Trade (Sep 14) -$427,813.22 | Z-Score 26.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 1d | Expectancy $142,515.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 141,047 | $19.93M | $47.09M | - | $27.17M | 136.34% | +0.486% |
| ABBV AbbVie Inc. | 4,198 | $606,791.28 | $1.1M | - | $490,985.72 | 80.92% | +1.703% |
| ABT Abbott Laboratories | 2,717 | $296,294 | $279,470.62 | - | -$16,823.38 | -5.68% | +0.893% |
| ADBE Adobe Inc. | 1,116 | $444,165.49 | $294,434.28 | - | -$149,731.21 | -33.71% | +4.599% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,323 | $819,730.52 | $798,508.62 | - | -$21,221.9 | -2.59% | -0.042% |
| AMAT Applied Materials, Inc. | 285 | $206,055 | $121,421.4 | - | -$84,633.6 | -41.07% | -6.67% |
| AMD Advanced Micro Devices, Inc. | 2,642 | $331,557.82 | $1.31M | - | $979,191.22 | 295.33% | -3.877% |
| AMGN Amgen Inc. | 958 | $255,165.41 | $365,553.64 | - | $110,388.23 | 43.26% | +1.121% |
| AMZN Amazon.com Inc | 45,425 | $3.99M | $11.52M | - | $7.52M | 188.36% | -1.277% |
| AOA iShares Core Aggressive Allocation ETF | 22,031 | $1.69M | $2.15M | - | $466,304.61 | 27.63% | -0.605% |
| AOK iShares Core Conservative Allocation ETF | 4,907 | $203,542 | $199,984.78 | - | -$3,557.22 | -1.75% | -0.233% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 145,264 | $6.05M | $7.15M | - | $1.09M | 18.06% | -0.294% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 138,313 | $7.82M | $9.55M | - | $1.72M | 22.04% | -0.454% |
| AVGO Broadcom Inc. | 1,626 | $386,324.13 | $560,425.29 | - | $174,101.16 | 45.07% | -4.786% |
| BAC Bank of America Corporation | 7,254 | $254,388.59 | $430,234.74 | - | $175,846.15 | 69.13% | -5.392% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 387,752 | $29.54M | $28.7M | - | -$841,185.65 | -2.85% | -0.066% |
| BLK BlackRock, Inc. | 257 | $269,104.19 | $273,902.89 | - | $4,798.7 | 1.78% | -1.286% |
| BMRC Bank of Marin Bancorp | 10,156 | $247,836.72 | $280,874.34 | - | $33,037.62 | 13.33% | -0.482% |
| BND Vanguard Total Bond Market Index Fund | 8,603 | $629,753.02 | $612,576.61 | - | -$17,176.41 | -2.73% | -0.021% |
| BNDX Vanguard Total International Bond ETF | 191,084 | $9.16M | $8.97M | - | -$190,882.25 | -2.08% | -0.096% |
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FAQ
Which stocks have generated the highest profits for Kevin Gray?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $4.62M, Invesco QQQ Trust, Series 1 - $3.45M, SPDR Portfolio Aggregate Bond ETF - $3.23M, iShares Core S&P 500 ETF - $3.06M, and SPDR MSCI ACWI ex-US ETF - $2.64M. 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: Core Alternative ETF - $484,489.14, Pfizer Inc - $259,112.08, Ultra Clean Holdings, Inc - $247,645.26, Salesforce Inc - $237,455.32, and iShares 20+ Year Treasury Bond ETF - $156,711.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Gray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $54.11M earned over time. The largest contributors to dividend income include SPDR Portfolio Aggregate Bond ETF - $3.18M, iShares Core S&P 500 ETF - $3.03M, JPMorgan Income ETF - $2.55M, Schwab U.S. Dividend Equity ETF - $2.48M, and SPDR MSCI ACWI ex-US ETF - $2.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Gray's monthly returns?
Kevin Gray's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Gray's strategy be considered aggressive or moderate?
Kevin Gray's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Gray's strategy?
Kevin Gray'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.
