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:
48.55%
Gain +0.18%
Monthly
0.34%
Yearly
4.15%
Drawdown
29.16%
$623.25M
Equity
Holdings
$623.25M
Investment
$522.87M
$78.12M
Profit +$667,286.15
Realized
-$22.27M
Unrealized
$100.38M
Dividends
$62.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$667,286.15
Win %
83%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$63,488.68
Win %
83%
This Month
Compared to last month
Gain
0.57%
Profit
$3.52M
Win %
83%
This Year
Compared to last year
Gain
15.64%
Profit
$46.9M
Win %
84%
T AT&T Inc.
+5.1%
+$22,481.55 
SYK Stryker Corporation
+3.54%
+$128,073.12 
AAPL Apple Inc.
+3.53%
+$243,206.24 
DE Deere & Company
+2.97%
+$50,483.48 
HD The Home Depot, Inc.
+2.55%
+$21,981.71 
LMT Lockheed Martin Corporation
+2.46%
+$18,829.37 
GM General Motors Company
+2.44%
+$55,114.69 
TNET TriNet Group, Inc.
+2.32%
+$5,973.8 
ABT Abbott Laboratories
+2.29%
+$9,750.5 
OSK Oshkosh Corporation
+2.09%
+$50,643.92 
RJF Raymond James Financial Inc.
+1.9%
+$134,458 
MA Mastercard Incorporated
+1.77%
+$13,230.43 
CMCSA Comcast Corp
+1.71%
+$3,276.22 
JNJ Johnson & Johnson
+1.59%
+$31,536.68 
F Ford Motor Company
+1.55%
+$16,639.04 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.54%
+$135,314.48 
GE General Electric Company
+1.35%
+$7,492.34 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.34%
+$15,912.54 
KO The Coca-Cola Company
+1.33%
+$13,487.04 
DVY iShares Select Dividend ETF
+1.31%
+$68,134.33 
FTCS First Trust Capital Strength ETF
+1.31%
+$49,772.52 
CTAS Cintas Corporation
+1.31%
+$4,777.36 
PEP PepsiCo, Inc.
+1.25%
+$2,575.56 
CSCO Cisco Systems, Inc.
+1.25%
+$14,821.92 
PSQ ProShares Short QQQ
+1.24%
+$202,202.75 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$105,412.88 
AMGN Amgen Inc.
+1.22%
+$10,877.86 
V Visa Inc. Class A
+1.18%
+$2,748.95 
SDY SPDR S&P Dividend ETF
+1.18%
+$18,639.38 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$7,825.95 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$23,869.32 
AFL Aflac Inc.
+1.01%
+$3,283.56 
WMT Walmart Inc.
+0.99%
+$14,492.08 
ABBV AbbVie Inc.
+0.95%
+$3,079.25 
JPM JPMorgan Chase & Co.
+0.95%
+$27,138.69 
DTE DTE Energy Company
+0.9%
+$7,440.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$30,314.76 
XLF Financial Select Sector SPDR Fund
+0.86%
+$11,874.24 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$5,124.48 
CSX CSX Corporation
+0.8%
+$9,533.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$366,688.32 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.72%
+$14,291.94 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$7,802.72 
MOAT VanEck Morningstar Wide Moat Fund
+0.67%
+$12,653.2 
SO The Southern Company
+0.67%
+$1,983.15 
GOOGL Alphabet Inc
+0.65%
+$2,058.19 
IYH iShares U.S. Healthcare ETF
+0.63%
+$1,582.83 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$184,928.94 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$54,419.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$9,405.57 
FTNT Fortinet Inc.
+0.55%
+$7,182.08 
VTV Vanguard Value ETF
+0.53%
+$331,329.62 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$12,560.8 
EFA iShares MSCI EAFE ETF
+0.5%
+$107,701.29 
EZM WisdomTree U.S. MidCap Fund
+0.49%
+$1,276.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$5,920 
IMCB iShares Morningstar Mid-Cap ETF
+0.46%
+$5,236.23 
MRK Merck & Co., Inc.
+0.45%
+$1,725.77 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$90,080.96 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$12,510.96 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$6,619.25 
XLE Energy Select Sector SPDR Fund
+0.4%
+$158,817.12 
PG Procter & Gamble Co
+0.3%
+$1,800.04 
BKCG BNY Mellon Concentrated Growth ETF
+0.29%
+$2,201.04 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.27%
+$10,267.21 
GOOG Alphabet Inc
+0.24%
+$3,155.98 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$33,922.56 
VGLT Vanguard Long-Term Treasury Fund
+0.17%
+$20,838.51 
IYY iShares Dow Jones U.S. ETF
+0.12%
+$4,084.3 
IAU iShares Gold Trust
+0.1%
+$14,238 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.1%
+$430.26 
IVV iShares Core S&P 500 ETF
+0.1%
+$6,343.19 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$11,870.48 
LRGF iShares U.S. Equity Factor ETF
+0.09%
+$2,029.37 
FMB First Trust Managed Municipal Fund
+0.08%
+$470.24 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$143.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$11,770.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$147.5 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$320.84 
COP ConocoPhillips
+0.05%
+$218.1 
OEF iShares S&P 100 ETF
+0.04%
+$2,612.52 
XOM Exxon Mobil Corporation
+0.03%
+$435.25 
MSFT Microsoft Corp.
+0.03%
+$1,251.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$3,817.53 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$6,293.19 
BSCN Invesco BulletShares 2023 Corporate Bond ETF
0%
$0 
BSCO Invesco BulletShares 2024 Corporate Bond ETF
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
DNA
0%
$0 
SPDN Direxion Daily S&P 500 Bear 1X Shares
0%
$0 
ORCL Oracle Corporation
-4.21%
-$42,207.91 
SMH VanEck Semiconductor ETF
-3.28%
-$10,512.83 
ETN Eaton Corporation plc
-2.66%
-$8,029.55 
TXN Texas Instruments Inc
-1.9%
-$18,269.57 
PFE Pfizer Inc.
-1.88%
-$7,995.17 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$17,189.16 
GEV GE Vernova Inc.
-1.59%
-$6,493.78 
FV First Trust Dorsey Wright Focus 5 ETF
-1.49%
-$16,207.8 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$44,918.46 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$50,527.05 
IYW iShares U.S. Technology ETF
-1.03%
-$35,347.57 
NVDA NVIDIA Corporation
-0.92%
-$4,452.46 
RYT Invesco S&P 500 Equal Weight ETF
-0.84%
-$14,983 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$15,964.96 
ILCG iShares Morningstar Growth ETF
-0.75%
-$2,310 
UNH UnitedHealth Group Incorporated
-0.67%
-$2,397.01 
AMZN Amazon.com Inc
-0.66%
-$2,416.45 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.66%
-$1,831.59 
CAT Caterpillar Inc.
-0.65%
-$19,289.2 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.61%
-$4,026.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$30,796.72 
IBB iShares Biotechnology ETF
-0.44%
-$1,095.36 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.37%
-$9,499.87 
VUG Vanguard Growth ETF
-0.36%
-$23,886 
IWM iShares Russell 2000 ETF
-0.32%
-$23,435.72 
FEX First Trust Large Cap Core Fund A
-0.3%
-$9,678.46 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$2,772.02 
MGK Vanguard Mega Cap Growth ETF
-0.29%
-$828.74 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$7,880.84 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.16%
-$10,576.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$31,040.31 
SH ProShares Short S&P500
-0.06%
-$14,845.28 
CMI Cummins Inc.
-0.06%
-$218.13 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$108.32 Events
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Dividends
Dividend Analysis
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| Trades 1332 | Longs Won 787/1332 59% | Profit Factor 1.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $820,523.3 |
| Average Win $215,143.6 | Best Trade (Mar 31) $9.93M | Sharpe Ratio -12.06 |
| Average Loss -$167,336.98 | Worst Trade (Jun 29) -$8.55M | Z-Score 5.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 5d | Expectancy $58,648.17 |
| 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 | 3,731 | 3,358 | 2,985 | 2,612 | 2,239 | 1,866 | 1,493 | 1,119 | 746 | 373 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Joyce A. Kruzan?
The largest contributions to the portfolio's profits come from the following stocks: iShares Gold Trust - $13.23M, iShares Silver Trust - $11.11M, Vanguard Value ETF - $5.22M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.54M, and Invesco S&P 500 Equal Weight ETF - $4.01M. 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: ProShares Short QQQ - $8.69M, iShares MSCI USA Min Vol Factor ETF - $3.3M, First Trust Value Line Dividend Index Fund - $3.26M, Direxion Daily S&P 500 Bear 1X Shares - $2.77M, and iShares Russell 2000 ETF - $1.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joyce A. Kruzan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.18M earned over time. The largest contributors to dividend income include ProShares Short QQQ - $15.48M, ProShares Short S&P500 - $11.11M, Vanguard Value ETF - $3.37M, iShares Core MSCI EAFE ETF - $3.22M, and Energy Select Sector SPDR Fund - $2.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joyce A. Kruzan's monthly returns?
Joyce A. Kruzan'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 Joyce A. Kruzan's strategy be considered aggressive or moderate?
Joyce A. Kruzan'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 Joyce A. Kruzan's strategy?
Joyce A. Kruzan'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.
