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:
50.08%
Gain -0.9%
Monthly
0.75%
Yearly
9.41%
Drawdown
13.72%
$592.45M
Equity
Holdings
$592.45M
Investment
$537.99M
$228.41M
Profit -$4.81M
Realized
$173.95M
Unrealized
$54.46M
Dividends
$57.87M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$4.81M
Win %
67%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$4.81M
Win %
67%
This Month
Compared to last month
Gain
-1.06%
Profit
-$6.35M
Win %
67%
This Year
Compared to last year
Gain
-1.35%
Profit
-$7.82M
Win %
70%
UDIV Franklin U.S. Core Dividend Tilt Index ETF
+0.92%
+$32,370.16 
VLU SPDR S&P 1500 Value Tilt ETF
+0.87%
+$131,700.09 
ILCV iShares Morningstar Value ETF
+0.32%
+$7,605.52 
WTV WisdomTree U.S. Value Fund
+0.25%
+$43,331.49 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$3,263.07 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.09%
+$24,072.84 
IGEB iShares Investment Grade Corporate Bond ETF
+0.09%
+$5,867.98 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$5,021.16 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.04%
+$4,364.94 
TLH iShares 10-20 Year Treasury Bond ETF
+0.04%
+$1,206 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.02%
+$786 
SMH VanEck Semiconductor ETF
-4.89%
-$97,341.19 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.91%
-$347,811.84 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.41%
-$261,249.38 
URA Global X Uranium ETF
-3.09%
-$50,335.28 
RING iShares MSCI Global Gold Miners ETF
-2.98%
-$228,161.25 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
-2.93%
-$344,532.55 
ZAP Global X U.S. Electrification ETF
-2.55%
-$65,369.43 
AVEM Avantis Emerging Markets Equity ETF
-2.31%
-$144,006.35 
SIVR abrdn Physical Silver Shares ETF
-2.22%
-$97,971.92 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$41,105.59 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.98%
-$359,121.96 
FPX First Trust US Equity Opportunities ETF
-1.87%
-$346,112.48 
IDMO Invesco S&P International Developed Momentum ETF
-1.53%
-$150,406.08 
IAU iShares Gold Trust
-1.44%
-$51,636.8 
VLUE iShares MSCI USA Value Factor ETF
-1.28%
-$205,617.86 
ICVT iShares Convertible Bond ETF
-1.28%
-$241,936.6 
VFMO Vanguard U.S. Momentum Factor Fund
-1.25%
-$267,834.53 
SCHC Schwab International Small-Cap Equity ETF
-1.22%
-$93,579.08 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$23,870.79 
AVDV Avantis International Small Cap Value ETF
-0.92%
-$50,893.33 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$16,513.8 
VT Vanguard Total World Stock ETF
-0.76%
-$140,021.84 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.75%
-$8,282.45 
IUSG iShares Core S&P U.S. Growth ETF
-0.74%
-$157,619 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.7%
-$150,943 
FENI Fidelity Enhanced International ETF
-0.66%
-$62,013.87 
VBK Vanguard Small-Cap Growth ETF
-0.64%
-$116,847.99 
VTWG Vanguard Russell 2000 Growth ETF
-0.56%
-$101,872.5 
DGT SPDR Global Dow ETF
-0.56%
-$84,073.9 
IVLU iShares MSCI International Value Factor ETF
-0.54%
-$57,063.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.48%
-$8,897.85 
VOO Vanguard S&P 500 ETF
-0.46%
-$70,720.86 
MGC Vanguard Mega Cap ETF
-0.42%
-$14,253.22 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.42%
-$77,354.62 
FESM Fidelity Enhanced Small Cap ETF
-0.41%
-$76,091.39 
EPS WisdomTree U.S. LargeCap Fund
-0.41%
-$11,956.89 
EFIV SPDR S&P 500 ESG ETF
-0.41%
-$85,409.43 
VUG Vanguard Growth ETF
-0.36%
-$16,540.96 
VFMF Vanguard U.S. Multifactor ETF
-0.28%
-$81,945.78 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.26%
-$11,566.27 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.25%
-$36,535.84 
JPIB JPMorgan International Bond ETF
-0.19%
-$4,444.37 
SPHY SPDR Portfolio High Yield Bond ETF
-0.13%
-$5,551.59 
EVTR Eaton Vance Total Return Fund
-0.12%
-$11,534.88 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
-0.11%
-$7,046.02 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.09%
-$6,127.94 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$5,748.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$4,207.98 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$225.57 
EVSD Eaton Vance Short Duration Income Fund
-0.03%
-$1,131.26 
CRUX Columbia Core Bond ETF
-0.02%
-$1,176.51 Events
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Dividends
Dividend Analysis
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| Trades 1209 | Longs Won 796/1209 65% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $631,340.08 |
| Average Win $394,492.37 | Best Trade (Aug 28) $4.62M | Sharpe Ratio -9.31 |
| Average Loss -$207,278.83 | Worst Trade (Mar 31) -$2.92M | Z-Score -13.13 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $188,924.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,857 | 2,571 | 2,286 | 2,000 | 1,714 | 1,429 | 1,143 | 857 | 571 | 286 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIQ Global X Artificial Intelligence & Technology ETF | 32,380 | $1.61M | $2.06M | - | $445,439.59 | 27.67% | -0.797% |
| AVDV Avantis International Small Cap Value ETF | 49,411 | $4.97M | $5.46M | - | $494,430.01 | 9.95% | -0.923% |
| AVEM Avantis Emerging Markets Equity ETF | 65,309 | $5.03M | $6.08M | - | $1.05M | 20.94% | -2.313% |
| CRUX Columbia Core Bond ETF | 235,301 | $7.08M | $6.83M | - | -$252,948.58 | -3.57% | -0.017% |
| DGT SPDR Global Dow ETF | 79,315 | $12.08M | $15.06M | - | $2.98M | 24.67% | -0.555% |
| EFIV SPDR S&P 500 ESG ETF | 284,700 | $20.76M | $21.01M | - | $247,689 | 1.19% | -0.405% |
| EMHY iShares J.P. Morgan EM High Yield Bond ETF | 110,155 | $4.48M | $4.37M | - | -$117,315.08 | -2.62% | -0.264% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 76,166 | $7.79M | $7.4M | - | -$391,493.24 | -5.02% | -3.41% |
| EPS WisdomTree U.S. LargeCap Fund | 36,233 | $2.5M | $2.91M | - | $412,331.54 | 16.51% | -0.409% |
| EVSD Eaton Vance Short Duration Income Fund | 75,417 | $3.88M | $3.8M | - | -$82,336.71 | -2.12% | -0.03% |
| EVTR Eaton Vance Total Return Fund | 192,248 | $9.89M | $9.47M | - | -$418,706.49 | -4.23% | -0.122% |
| FENI Fidelity Enhanced International ETF | 229,681 | $8.15M | $9.35M | - | $1.19M | 14.61% | -0.659% |
| FESM Fidelity Enhanced Small Cap ETF | 400,481 | $19.34M | $18.49M | - | -$849,019.72 | -4.39% | -0.41% |
| FLRT Pacer Pacific Asset Floating Rate High Income ETF | 218,247 | $10.15M | $10.21M | - | $58,078.98 | 0.57% | +0.043% |
| FLTR VanEck IG Floating Rate ETF | 251,058 | $6.42M | $6.42M | - | $1,037.71 | 0.02% | +0.078% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 456,698 | $11.88M | $14.79M | - | $2.91M | 24.48% | -0.246% |
| FPX First Trust US Equity Opportunities ETF | 102,704 | $16.83M | $18.19M | - | $1.36M | 8.06% | -1.867% |
| HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 281,841 | $6.2M | $6.36M | - | $160,649.37 | 2.59% | -0.111% |
| IAU iShares Gold Trust | 43,760 | $3.37M | $3.52M | - | $158,897.36 | 4.72% | -1.444% |
| ICVT iShares Convertible Bond ETF | 165,710 | $16.58M | $18.68M | - | $2.09M | 12.62% | -1.279% |
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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, iShares Gold Trust - $9.55M, Schwab U.S. Dividend Equity ETF - $9M, SPDR Global Dow ETF - $8.19M, and Invesco QQQ Trust, Series 1 - $8.14M. 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, ProShares VIX Short-Term Futures ETF - $2.76M, Alps International Sector Dividend Dogs ETF - $2.5M, Schwab U.S. TIPS ETF - $2.44M, and SPDR Russell 1000 Yield Focus ETF - $2.17M. 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 $57.87M earned over time. The largest contributors to dividend income include Franklin Senior Loan ETF - $2.84M, SPDR Portfolio High Yield Bond ETF - $2.22M, VanEck IG Floating Rate ETF - $1.58M, SPDR Global Dow ETF - $1.55M, 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.
