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:
40.92%
Gain +0.59%
Monthly
0.61%
Yearly
7.58%
Drawdown
14.78%
$572.01M
Equity
Holdings
$572.01M
Investment
$495.12M
$237.18M
Profit +$3.5M
Realized
$160.3M
Unrealized
$76.88M
Dividends
$54.65M
Goals
Avg. 27.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$3.5M
Win %
77%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.46M
Win %
77%
This Month
Compared to last month
Gain
-0.33%
Profit
-$1.92M
Win %
77%
This Year
Compared to last year
Gain
-9%
Profit
-$37.78M
Win %
79%
SLVP iShares MSCI Global Silver and Metals Miners ETF
+3.36%
+$200,248.49 
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$157,483.44 
VFMO Vanguard U.S. Momentum Factor Fund
+1.52%
+$368,396.6 
URA Global X Uranium ETF
+1.5%
+$20,209.88 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$132,108.28 
ICVT iShares Convertible Bond ETF
+1.34%
+$237,151.68 
FPX First Trust US Equity Opportunities ETF
+1.33%
+$256,838.4 
VLU SPDR S&P 1500 Value Tilt ETF
+1.19%
+$164,527.69 
ZAP Global X U.S. Electrification ETF
+1.12%
+$27,816.6 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
+1.05%
+$190,729.85 
VTWG Vanguard Russell 2000 Growth ETF
+1.01%
+$206,155.94 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$20,737.92 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.96%
+$177,057.44 
VFMF Vanguard U.S. Multifactor ETF
+0.93%
+$176,504.79 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$114,208.87 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$35,673.87 
DGT SPDR Global Dow ETF
+0.88%
+$154,664.46 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$27,707 
WTV WisdomTree U.S. Value Fund
+0.76%
+$172,879.98 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.73%
+$56,399.42 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
+0.66%
+$74,860.77 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$62,000.99 
VGT Vanguard Information Technology ETF
+0.6%
+$15,170.4 
VOO Vanguard S&P 500 ETF
+0.58%
+$82,640.46 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.56%
+$105,523.39 
EPS WisdomTree U.S. LargeCap Fund
+0.51%
+$55,957.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$59,126.1 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$33,823.34 
VT Vanguard Total World Stock ETF
+0.46%
+$86,323.68 
MGC Vanguard Mega Cap ETF
+0.41%
+$49,857.42 
FENI Fidelity Enhanced International ETF
+0.31%
+$25,118.62 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.27%
+$19,854.84 
VUG Vanguard Growth ETF
+0.22%
+$38,970.9 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.21%
+$16,536.1 
JPIB JPMorgan International Bond ETF
+0.19%
+$5,100.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$25,494.55 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.09%
+$23,629.2 
IAU iShares Gold Trust
+0.09%
+$2,481.99 
AIQ Global X Artificial Intelligence & Technology ETF
+0.06%
+$1,474.36 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.05%
+$5,627.62 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,795.78 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.04%
+$1,976.6 
JKK iShares Morningstar Small-Cap Growth ETF
-1.36%
-$218,819.16 
JKF iShares Morningstar Large-Cap Value ETF
-0.88%
-$108,745.3 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$27,471.9 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$17,906.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$11,131.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.15%
-$9,265.06 
EVTR Eaton Vance Total Return Fund
-0.15%
-$15,341.02 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$10,167.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$5,587.33 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$934.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$3,019.07 
EVSD Eaton Vance Short Duration Income Fund
-0.02%
-$986.32 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$229.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$258.4 Events
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Dividends
Dividend Analysis
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| Trades 1148 | Longs Won 740/1148 64% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,162.91 |
| Average Win $405,784.84 | Best Trade (Jun 10) $65.81M | Sharpe Ratio -8.93 |
| Average Loss -$154,646.55 | Worst Trade (Mar 31) -$2.92M | Z-Score -9.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $206,607.14 |
| 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 | 3,704 | 3,333 | 2,963 | 2,593 | 2,222 | 1,852 | 1,481 | 1,111 | 741 | 370 |
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Returns
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