JAK
Joyce A. Kruzan Portfolio
Invests via Kaydan Wealth Management Inc. | Managed by Joyce A. Kruzan
Invests via Kaydan Wealth Management Inc.
Managed by Joyce A. Kruzan
Automatically Tracked
Joyce A. Kruzan Profile
Joyce A. Kruzan is a distinguished leader with extensive experience in corporate finance and operational excellence. Her career has been characterized by impactful roles in various sectors, where she has successfully navigated complex financial environments to drive organizational growth. With a strong focus on developing innovative strategies, she effectively manages cross-functional teams towards achieving key business objectives. Having held prominent positions at several well-known companies, her insight into market dynamics makes her a valued asset in capital allocation discussions and investment decisions. Joyce's proven ability to lead high-stakes initiatives highlights her importance within the corporate landscape.
Joyce A. Kruzan is a distinguished leader with extensive experience in corporate finance and operational excellence. Her career has been characterized by impactful roles in various sectors, where she has successfully navigated complex financial environments to drive organizational growth. With a strong focus on developing innovative strategies, she effectively manages cross-functional teams towards achieving key business objectives. Having held prominent positions at several well-known companies, her insight into market dynamics makes her a valued asset in capital allocation discussions and investment decisions. Joyce's proven ability to lead high-stakes initiatives highlights her importance within the corporate landscape.
Investment Philosophy & Strategy
With a keen understanding of corporate finance, Joyce A. Kruzan approaches investment opportunities through the lens of operational efficiency and strategic growth. Her ability to synthesize complex data informs her decision-making process, allowing for timely capital deployment in high-potential areas. Having navigated diverse sectors, she leverages her leadership experience to optimize team performance while aligning investments with organizational goals. A focus on innovative strategy development positions her as a transformative leader in competitive environments where agility and foresight are paramount.
With a keen understanding of corporate finance, Joyce A. Kruzan approaches investment opportunities through the lens of operational efficiency and strategic growth. Her ability to synthesize complex data informs her decision-making process, allowing for timely capital deployment in high-potential areas. Having navigated diverse sectors, she leverages her leadership experience to optimize team performance while aligning investments with organizational goals. A focus on innovative strategy development positions her as a transformative leader in competitive environments where agility and foresight are paramount.
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:
29.59%
Gain +0.36%
Monthly
0.12%
Yearly
1.48%
Drawdown
22.76%
$321.18M
Equity
Holdings
$321.18M
Investment
$259.66M
$42.61M
Profit +$1.31M
Realized
-$18.92M
Unrealized
$61.52M
Dividends
$41.97M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$1.31M
Win %
86%
This Week
Compared To Last Week
Gain
0.41%
Profit
$1.3M
Win %
86%
This Month
Compared to last month
Gain
0.4%
Profit
$1.27M
Win %
86%
This Year
Compared to last year
Gain
3.35%
Profit
$9.12M
Win %
87%
GEV GE Vernova Inc.
+3.73%
+$13,378.65 
RJF Raymond James Financial Inc.
+2.65%
+$84,276.5 
T AT&T Inc.
+2.52%
+$11,144.7 
JPM JPMorgan Chase & Co.
+2.31%
+$30,315.39 
SYK Stryker Corporation
+2.15%
+$37,254.24 
SMH VanEck Semiconductor ETF
+1.73%
+$5,801.52 
DE Deere & Company
+1.55%
+$15,717.52 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$11,009.7 
CAT Caterpillar Inc.
+1.44%
+$21,260.42 
COP ConocoPhillips
+1.4%
+$3,097.44 
XLF Financial Select Sector SPDR Fund
+1.37%
+$8,084.16 
TXN Texas Instruments Inc
+1.35%
+$6,110.4 
ABBV AbbVie Inc.
+1.32%
+$3,735.52 
DVY iShares Select Dividend ETF
+1.19%
+$30,126.42 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.18%
+$3,333.22 
AFL Aflac Inc.
+1.16%
+$3,518.1 
DTE DTE Energy Company
+1.12%
+$4,559.11 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$16,866.32 
JNJ Johnson & Johnson
+1.07%
+$8,084.82 
V Visa Inc. Class A
+1.05%
+$2,217.76 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$11,164.55 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,387.05 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$33,644.69 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$6,956.4 
VTV Vanguard Value ETF
+0.94%
+$333,680.1 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$15,934.84 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$4,755.15 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$182,149.2 
EZM WisdomTree U.S. MidCap Fund
+0.88%
+$2,277 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+0.88%
+$2,622.55 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$10,107.33 
IWM iShares Russell 2000 ETF
+0.87%
+$43,111.42 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$13,836.18 
FEX First Trust Large Cap Core Fund A
+0.87%
+$12,525.21 
PG Procter & Gamble Co
+0.86%
+$2,622.55 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$3,861 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$71,059.2 
SDY SPDR S&P Dividend ETF
+0.83%
+$6,253.75 
OSK Oshkosh Corporation
+0.81%
+$8,706.92 
GM General Motors Company
+0.8%
+$10,968.75 
SO The Southern Company
+0.78%
+$2,227.23 
GE General Electric Company
+0.76%
+$4,023.36 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$6,055.59 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$30,114.7 
HD The Home Depot, Inc.
+0.73%
+$3,215.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$4,380.81 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$51,536.52 
MA Mastercard Incorporated
+0.71%
+$2,383.89 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,259.38 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$5,965.81 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.68%
+$6,801.52 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$1,290.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$6,139 
IYW iShares U.S. Technology ETF
+0.61%
+$10,633.73 
CNI Canadian National Railway Company
+0.6%
+$1,840.32 
CMI Cummins Inc.
+0.59%
+$2,232.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$97,987.75 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$5,169.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$33,227.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$26,106.61 
GOOGL Alphabet Inc
+0.53%
+$1,917.64 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$24,343.75 
JKE iShares Morningstar Large-Cap Growth ETF
+0.48%
+$3,715.25 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$7,789.41 
GOOG Alphabet Inc
+0.45%
+$4,105.57 
WMT Walmart Inc.
+0.45%
+$3,659.04 
CSX CSX Corporation
+0.43%
+$2,326.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$6,325.89 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$3,699.36 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+0.4%
+$4,449.23 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$5,528.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$10,229 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$106,423.92 
AMGN Amgen Inc.
+0.32%
+$1,842.24 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,095.61 
XOM Exxon Mobil Corporation
+0.28%
+$1,926.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$649 
OEF iShares S&P 100 ETF
+0.24%
+$16,046.37 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$629.85 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$10,516.68 
VUG Vanguard Growth ETF
+0.18%
+$7,979.4 
NVDA NVIDIA Corporation
+0.16%
+$742.08 
KO The Coca-Cola Company
+0.11%
+$594.72 
MSFT Microsoft Corp.
+0.1%
+$2,177.6 
IBB iShares Biotechnology ETF
+0.1%
+$221.68 
IAU iShares Gold Trust
+0.08%
+$10,678.5 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$330.08 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$41.27 
ORCL Oracle Corporation
+0.02%
+$123.69 
CTAS Cintas Corporation
-3.08%
-$10,057.6 
ABT Abbott Laboratories
-1.64%
-$2,928.24 
AAPL Apple Inc.
-1.52%
-$46,872 
LMT Lockheed Martin Corporation
-1.52%
-$5,502.65 
MRK Merck & Co., Inc.
-1.42%
-$5,001.75 
AMZN Amazon.com Inc
-1.23%
-$4,614.64 
CSCO Cisco Systems, Inc.
-0.6%
-$3,812.06 
ETN Eaton Corporation plc
-0.57%
-$1,633.5 
SH ProShares Short S&P500
-0.5%
-$65,912.91 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$31,160.01 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,771.1 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$1,494.99 
JKG iShares Morningstar Mid-Cap ETF
-0.21%
-$2,803.84 
IYH iShares U.S. Healthcare ETF
-0.2%
-$478.53 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$902.15 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$31,014.56 
BKCG BNY Mellon Concentrated Growth ETF
-0.14%
-$1,050.02 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$77.17 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$62.73 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$2,097.73 Events
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Dividends
Dividend Analysis
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| Trades 1361 | Longs Won 799/1361 58% | Profit Factor 1.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $608,791.14 |
| Average Win $138,606.64 | Best Trade (Dec 31) $8.47M | Sharpe Ratio -13.28 |
| Average Loss -$121,246.89 | Worst Trade (Apr 09) -$8.31M | Z-Score 5.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 4d | Expectancy $31,304.89 |
| 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% | 0.34% |
| Consecutive Losing Trades | 2,653 | 2,387 | 2,122 | 1,857 | 1,592 | 1,326 | 1,061 | 796 | 531 | 265 |
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Returns
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