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:
35.65%
Gain -0.46%
Monthly
0.13%
Yearly
1.54%
Drawdown
24.88%
$329.71M
Equity
Holdings
$329.71M
Investment
$266.68M
$38.79M
Profit -$1.41M
Realized
-$24.24M
Unrealized
$63.02M
Dividends
$43.64M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$1.41M
Win %
87%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.41M
Win %
87%
This Month
Compared to last month
Gain
-1.17%
Profit
-$3.9M
Win %
87%
This Year
Compared to last year
Gain
0.57%
Profit
$1.87M
Win %
85%
FTNT Fortinet Inc.
+9.04%
+$65,146.33 
TNET TriNet Group, Inc.
+4.16%
+$11,559.19 
GOOGL Alphabet Inc
+3.08%
+$10,544.4 
GOOG Alphabet Inc
+2.97%
+$24,486.93 
SYK Stryker Corporation
+2.45%
+$27,485.87 
MO Altria Group, Inc.
+2.32%
+$5,347.2 
MSFT Microsoft Corp.
+2.27%
+$58,179 
WMT Walmart Inc.
+2.27%
+$15,962.67 
T AT&T Inc.
+2.07%
+$10,412.84 
GM General Motors Company
+2.04%
+$28,934.5 
LLY Eli Lilly and Company
+2.04%
+$4,517.31 
ABBV AbbVie Inc.
+1.73%
+$5,225.88 
AFL Aflac Inc.
+1.5%
+$4,508.38 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$8,517.6 
IYH iShares U.S. Healthcare ETF
+1.39%
+$3,588.97 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$12,859.68 
AMGN Amgen Inc.
+1.18%
+$7,191.18 
LMT Lockheed Martin Corporation
+1.14%
+$4,096.3 
KO The Coca-Cola Company
+1.1%
+$6,409.76 
V Visa Inc. Class A
+1.05%
+$2,983.71 
HD The Home Depot, Inc.
+1%
+$4,115.89 
FTCS First Trust Capital Strength ETF
+0.86%
+$9,154.32 
IBB iShares Biotechnology ETF
+0.83%
+$2,204.16 
DE Deere & Company
+0.69%
+$8,249.94 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.67%
+$1,398.35 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$4,634.17 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$9,091.87 
SDY SPDR S&P Dividend ETF
+0.62%
+$4,634.28 
MA Mastercard Incorporated
+0.61%
+$2,345.88 
JNJ Johnson & Johnson
+0.58%
+$5,038.32 
AAPL Apple Inc.
+0.54%
+$18,814.8 
PG Procter & Gamble Co
+0.52%
+$1,818.04 
MRK Merck & Co., Inc.
+0.44%
+$1,842.78 
FVD First Trust Value Line Dividend Index Fund
+0.27%
+$11,296.61 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.22%
+$19,218.98 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$10,319.26 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$19,464.6 
FV First Trust Dorsey Wright Focus 5 ETF
+0.03%
+$141.14 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$2,061.93 
CDNMF EGR Exploration Ltd.
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BKCG BNY Mellon Concentrated Growth ETF
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$28,103.11 
ETN Eaton Corporation plc
-7.5%
-$22,680.9 
BAC Bank of America Corporation
-5.3%
-$13,316.62 
SMH VanEck Semiconductor ETF
-4.52%
-$12,906.43 
ORCL Oracle Corporation
-4.42%
-$27,269.85 
CAT Caterpillar Inc.
-4.15%
-$56,083.52 
NVDA NVIDIA Corporation
-2.85%
-$12,935.41 
CMI Cummins Inc.
-2.83%
-$9,057.72 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$396,453.42 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$24,690.6 
GE General Electric Company
-1.98%
-$8,737.62 
TXN Texas Instruments Inc
-1.96%
-$8,140.01 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$5,988.01 
JPM JPMorgan Chase & Co.
-1.72%
-$25,548.58 
CSCO Cisco Systems, Inc.
-1.65%
-$9,660.7 
RJF Raymond James Financial Inc.
-1.58%
-$58,231.25 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$24,209.7 
OSK Oshkosh Corporation
-1.46%
-$17,014.44 
RTX RTX Corporation
-1.32%
-$5,048.72 
IAU iShares Gold Trust
-1.29%
-$5,249.68 
AMZN Amazon.com Inc
-1.22%
-$4,578.12 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.18%
-$41,293.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$377,478.4 
ILCG iShares Morningstar Growth ETF
-1.12%
-$3,533.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$17,828.6 
DTE DTE Energy Company
-0.98%
-$3,636.1 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.93%
-$2,708.34 
XOM Exxon Mobil Corporation
-0.85%
-$6,754.99 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.83%
-$9,198.7 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$60,549.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$6,646.51 
RYT Invesco S&P 500 Equal Weight ETF
-0.8%
-$6,467.24 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.74%
-$3,514.5 
FEX First Trust Large Cap Core Fund A
-0.72%
-$10,396.5 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$39,627.35 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$6,598.4 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,547.18 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$26,761.14 
IYW iShares U.S. Technology ETF
-0.56%
-$10,130.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$16,087.61 
EZM WisdomTree U.S. MidCap Fund
-0.55%
-$1,414.5 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,444.18 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$8,633.54 
F Ford Motor Company
-0.5%
-$2,574.25 
VTV Vanguard Value ETF
-0.46%
-$175,768.47 
XLF Financial Select Sector SPDR Fund
-0.45%
-$2,918.47 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$3,517.59 
SO The Southern Company
-0.43%
-$1,144.12 
CSX CSX Corporation
-0.38%
-$2,099.57 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$16,903.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$907.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$59,645.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$44,601.98 
IVV iShares Core S&P 500 ETF
-0.32%
-$16,176.91 
LRGF iShares U.S. Equity Factor ETF
-0.32%
-$3,015.75 
IYY iShares Dow Jones U.S. ETF
-0.31%
-$5,378.34 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$2,663.52 
OEF iShares S&P 100 ETF
-0.29%
-$21,240.8 
CTAS Cintas Corporation
-0.29%
-$1,041.68 
IMCB iShares Morningstar Mid-Cap ETF
-0.29%
-$1,511.38 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$4,769.74 
DON WisdomTree U.S. MidCap Dividend Fund
-0.26%
-$3,006.75 
IWM iShares Russell 2000 ETF
-0.19%
-$38,382.87 
PRF Invesco FTSE RAFI US 1000 ETF
-0.19%
-$2,258.03 
VUG Vanguard Growth ETF
-0.16%
-$7,488.86 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$959.02 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$429 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.1%
-$1,064.43 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.08%
-$227.43 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$123.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$4,770.48 
DVY iShares Select Dividend ETF
-0.03%
-$809.88 Events
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Dividends
Dividend Analysis
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| Trades 1446 | Longs Won 857/1446 59% | Profit Factor 1.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $603,256.68 |
| Average Win $133,268.13 | Best Trade (Dec 31) $8.47M | Sharpe Ratio -11.16 |
| Average Loss -$128,056.49 | Worst Trade (Apr 09) -$8.31M | Z-Score 3.51 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $26,822.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.61% |
| Consecutive Losing Trades | 2,577 | 2,320 | 2,062 | 1,804 | 1,546 | 1,289 | 1,031 | 773 | 515 | 258 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,511 | $1.91M | $3.51M | - | $1.6M | 84.16% | +0.539% |
| ABBV AbbVie Inc. | 1,177 | $234,610.35 | $307,856.12 | - | $73,245.77 | 31.22% | +1.727% |
| AFL Aflac Inc. | 2,606 | $215,021.45 | $304,928.06 | - | $89,906.61 | 41.81% | +1.501% |
| AMGN Amgen Inc. | 1,616 | $473,288.07 | $616,988.8 | - | $143,700.73 | 30.36% | +1.179% |
| AMZN Amazon.com Inc | 1,458 | $250,154.43 | $369,807.12 | - | $119,652.69 | 47.83% | -1.223% |
| BAC Bank of America Corporation | 4,005 | $228,205 | $237,756.82 | - | $9,551.82 | 4.19% | -5.304% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 21,513 | $163,714 | $209,859.31 | - | $46,145.31 | 28.19% | +0.671% |
| BKCG BNY Mellon Concentrated Growth ETF | 20,193 | $698,637 | $784,498.05 | - | $85,861.05 | 12.29% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 653 | $232,252.02 | $327,283.6 | - | $95,031.58 | 40.92% | -1.797% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 13,729 | $267,792.5 | $268,470.59 | - | $678.09 | 0.25% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 12,287 | $237,290.44 | $240,948.07 | - | $3,657.63 | 1.54% | 0.0 |
| CAT Caterpillar Inc. | 1,650 | $347,128.45 | $1.29M | - | $947,428.55 | 272.93% | -4.152% |
| CDNMF EGR Exploration Ltd. | 2,592 | $156.82 | $259.2 | - | $102.38 | 65.29% | 0.0 |
| CMI Cummins Inc. | 574 | $243,019.1 | $310,516.78 | - | $67,497.68 | 27.77% | -2.834% |
| CSCO Cisco Systems, Inc. | 5,222 | $329,858.54 | $575,882.16 | - | $246,023.62 | 74.58% | -1.65% |
| CSX CSX Corporation | 11,349 | $426,722 | $553,433.98 | - | $126,711.98 | 29.69% | -0.378% |
| CTAS Cintas Corporation | 1,796 | $368,646.96 | $360,852.32 | - | -$7,794.64 | -2.11% | -0.288% |
| DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 22,991 | $774,336.95 | $1.09M | - | $319,344.92 | 41.24% | -0.834% |
| DE Deere & Company | 1,778 | $744,441.35 | $1.21M | - | $465,274.29 | 62.5% | +0.687% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,184 | $430,171 | $621,576.32 | - | $191,405.32 | 44.5% | -0.154% |
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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 - $16.11M, iShares Silver Trust - $11.11M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.54M, Vanguard Value ETF - $4.17M, and Invesco S&P 500 Equal Weight ETF - $3.29M. 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 - $9.93M, ProShares Short S&P500 - $5.34M, Direxion Daily S&P 500 Bear 1X Shares - $3.6M, First Trust Value Line Dividend Index Fund - $3.45M, and iShares MSCI USA Min Vol Factor ETF - $3.35M. 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 $43.64M earned over time. The largest contributors to dividend income include ProShares Short QQQ - $12.96M, ProShares Short S&P500 - $7.83M, Vanguard Value ETF - $2.3M, iShares 7-10 Year Treasury Bond ETF - $1.98M, and iShares 20+ Year Treasury Bond ETF - $1.88M. 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 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 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.
