KRB
Kyle R. Bubeck Portfolio
Invests via Systelligence LLC | Managed by Kyle R. Bubeck
Invests via Systelligence LLC
Managed by Kyle R. Bubeck
Automatically Tracked
Kyle R. Bubeck Profile
With a background in technology-driven financial solutions, Kyle R. Bubeck has emerged as a prominent figure in the investment sector. He combines extensive operational experience with a strong focus on innovation, leading initiatives that enhance capital efficiency and market access for diverse clients. His career highlights include pivotal roles at high-growth firms where he spearheaded product development efforts and strategic partnerships, positioning them for sustained expansion in competitive landscapes. Known for his ability to navigate complex market dynamics, he brings valuable insights into investor relations and client engagement practices that foster lasting business relationships.
With a background in technology-driven financial solutions, Kyle R. Bubeck has emerged as a prominent figure in the investment sector. He combines extensive operational experience with a strong focus on innovation, leading initiatives that enhance capital efficiency and market access for diverse clients. His career highlights include pivotal roles at high-growth firms where he spearheaded product development efforts and strategic partnerships, positioning them for sustained expansion in competitive landscapes. Known for his ability to navigate complex market dynamics, he brings valuable insights into investor relations and client engagement practices that foster lasting business relationships.
Investment Philosophy & Strategy
In an era where innovation drives competitive advantage, Kyle R. Bubeck leverages his comprehensive understanding of technology and finance to identify high-potential investment opportunities. His entrepreneurial mindset is instrumental in formulating strategies that prioritize capital efficiency while targeting growth across sectors poised for transformation. By emphasizing the importance of market adaptation, he aligns investments with evolving consumer demands, ensuring relevance amidst shifting dynamics. This approach enables him to create robust frameworks for financial success and foster strategic partnerships that enhance value creation.
In an era where innovation drives competitive advantage, Kyle R. Bubeck leverages his comprehensive understanding of technology and finance to identify high-potential investment opportunities. His entrepreneurial mindset is instrumental in formulating strategies that prioritize capital efficiency while targeting growth across sectors poised for transformation. By emphasizing the importance of market adaptation, he aligns investments with evolving consumer demands, ensuring relevance amidst shifting dynamics. This approach enables him to create robust frameworks for financial success and foster strategic partnerships that enhance value creation.
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:
40.36%
Gain +1.13%
Monthly
0.75%
Yearly
9.35%
Drawdown
13.67%
$578.13M
Equity
Holdings
$578.13M
Investment
$537.99M
$214.71M
Profit +$6.03M
Realized
$174.57M
Unrealized
$40.14M
Dividends
$56.97M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$6.03M
Win %
59%
This Week
Compared To Last Week
Gain
-1.89%
Profit
-$11.15M
Win %
59%
This Month
Compared to last month
Gain
-3.39%
Profit
-$20.28M
Win %
59%
This Year
Compared to last year
Gain
-3.73%
Profit
-$22.15M
Win %
69%
AIQ Global X Artificial Intelligence & Technology ETF
+1.6%
+$30,437.2 
SIVR abrdn Physical Silver Shares ETF
+1.22%
+$46,997.6 
SMH VanEck Semiconductor ETF
+1.1%
+$21,374.4 
FPX First Trust US Equity Opportunities ETF
+0.86%
+$162,272.32 
ICVT iShares Convertible Bond ETF
+0.81%
+$153,281.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$134,960.8 
IUSG iShares Core S&P U.S. Growth ETF
+0.6%
+$123,280.57 
VLUE iShares MSCI USA Value Factor ETF
+0.56%
+$83,667.92 
AVEM Avantis Emerging Markets Equity ETF
+0.55%
+$32,001.41 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.46%
+$31,989.72 
VUG Vanguard Growth ETF
+0.39%
+$17,058.03 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$3,451.17 
EFIV SPDR S&P 500 ESG ETF
+0.24%
+$49,822.5 
VBK Vanguard Small-Cap Growth ETF
+0.24%
+$44,693.01 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.22%
+$57,173 
MGC Vanguard Mega Cap ETF
+0.17%
+$5,495.94 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.16%
+$2,931.04 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.15%
+$9,892.62 
VOO Vanguard S&P 500 ETF
+0.11%
+$16,032.99 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
+0.07%
+$7,146.86 
EPS WisdomTree U.S. LargeCap Fund
+0.06%
+$1,818.9 
DGT SPDR Global Dow ETF
+0.05%
+$6,987.65 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,850.53 
VFMO Vanguard U.S. Momentum Factor Fund
+0.04%
+$7,946.23 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.03%
+$5,034.42 
VT Vanguard Total World Stock ETF
+0.03%
+$4,590.88 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.01%
+$1,091.23 
FLTR VanEck IG Floating Rate ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
-1.03%
-$21,478.56 
ZAP Global X U.S. Electrification ETF
-0.69%
-$18,553.62 
TLH iShares 10-20 Year Treasury Bond ETF
-0.62%
-$21,192.28 
URA Global X Uranium ETF
-0.44%
-$6,362.08 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$41,609.05 
IDMO Invesco S&P International Developed Momentum ETF
-0.41%
-$37,601.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.37%
-$24,788.6 
FENI Fidelity Enhanced International ETF
-0.36%
-$33,303.75 
SCHC Schwab International Small-Cap Equity ETF
-0.3%
-$21,885.43 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.29%
-$55,130.24 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$19,915.81 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$16,481.26 
IGEB iShares Investment Grade Corporate Bond ETF
-0.28%
-$19,824.25 
ITA iShares U.S. Aerospace & Defense ETF
-0.26%
-$6,249.45 
EVTR Eaton Vance Total Return Fund
-0.26%
-$24,992.24 
CRUX Columbia Core Bond ETF
-0.24%
-$16,800.49 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.22%
-$8,253 
WTV WisdomTree U.S. Value Fund
-0.21%
-$35,307.14 
ILCV iShares Morningstar Value ETF
-0.2%
-$4,567.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$25,118.39 
AVDV Avantis International Small Cap Value ETF
-0.17%
-$8,399.87 
JPIB JPMorgan International Bond ETF
-0.16%
-$3,703.72 
VLU SPDR S&P 1500 Value Tilt ETF
-0.13%
-$19,915.77 
EVSD Eaton Vance Short Duration Income Fund
-0.11%
-$4,147.94 
IAU iShares Gold Trust
-0.11%
-$3,500.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$263.17 
VTWG Vanguard Russell 2000 Growth ETF
-0.06%
-$10,187.25 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.05%
-$3,409.92 
RING iShares MSCI Global Gold Miners ETF
-0.04%
-$2,236.87 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
-0.03%
-$1,182.32 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.03%
-$376.48 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.01%
-$550.77 
FESM Fidelity Enhanced Small Cap ETF
-0.01%
-$2,002.4 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$1,606.78 Events
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Dividends
Dividend Analysis
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| Trades 1209 | Longs Won 759/1209 62% | Profit Factor 3.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $578,728.89 |
| Average Win $377,620.8 | Best Trade (Jul 20) $3.77M | Sharpe Ratio -9.23 |
| Average Loss -$159,781.68 | Worst Trade (Mar 31) -$2.92M | Z-Score -15.18 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $177,595.07 |
| 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 | 3,623 | 3,261 | 2,899 | 2,536 | 2,174 | 1,812 | 1,449 | 1,087 | 725 | 362 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kyle R. Bubeck?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Growth ETF - $21.11M, Schwab U.S. Dividend Equity ETF - $9M, SPDR Global Dow ETF - $8.19M, Invesco QQQ Trust, Series 1 - $8.12M, and Schwab Fundamental U.S. Large Company Index ETF - $7.99M. 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: VANGUARD FTSE DEVELOPED MARKETS ETF - $3.32M, SPDR Portfolio High Yield Bond ETF - $1.73M, iShares Inflation Hedged Corporate Bond ETF - $1.69M, Vanguard Emerging Markets Government Bond Fund - $1.42M, and WisdomTree Global ex-U.S. Quality Dividend Growth Fund - $1.33M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle R. Bubeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.97M earned over time. The largest contributors to dividend income include Franklin Senior Loan ETF - $2.84M, SPDR Portfolio High Yield Bond ETF - $2.17M, SPDR Global Dow ETF - $1.55M, VanEck IG Floating Rate ETF - $1.53M, and Principal Active High Yield ETF - $1.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle R. Bubeck's monthly returns?
Kyle R. Bubeck'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 Kyle R. Bubeck's strategy be considered aggressive or moderate?
Kyle R. Bubeck'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 Kyle R. Bubeck's strategy?
Kyle R. Bubeck'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.
