KR
Kevin Rutherford Portfolio
Invests via 1607 Capital Partners LLC | Managed by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall
Invests via 1607 Capital Partners LLC
Managed by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall
Automatically Tracked
Kevin Rutherford Profile
With a career that highlights significant achievements in entrepreneurial ventures, Kevin Rutherford has established himself as a distinguished leader in the technology sector. His journey includes founding and scaling successful startups, demonstrating expertise in product innovation and market disruption. Leveraging a strong background in software development and business strategy, he actively contributes to advancements that bridge gaps within digital landscapes. Kevin's acumen for identifying growth opportunities has positioned him as an influential figure among investors and peers alike, particularly within networks focusing on technology commercialization. As the driving force behind transformative ideas, his reputation continues to resonate within investment communities.
With a career that highlights significant achievements in entrepreneurial ventures, Kevin Rutherford has established himself as a distinguished leader in the technology sector. His journey includes founding and scaling successful startups, demonstrating expertise in product innovation and market disruption. Leveraging a strong background in software development and business strategy, he actively contributes to advancements that bridge gaps within digital landscapes. Kevin's acumen for identifying growth opportunities has positioned him as an influential figure among investors and peers alike, particularly within networks focusing on technology commercialization. As the driving force behind transformative ideas, his reputation continues to resonate within investment communities.
Investment Philosophy & Strategy
In an evolving technology landscape, Kevin Rutherford embodies an entrepreneurial mindset that propels innovation and growth. His track record of founding successful startups informs a strategy rooted in harnessing disruptive technologies to create market value. With an emphasis on strategic scalability and product development, he identifies emerging trends that captivate consumer demand. This proactive stance allows him to forge valuable partnerships while influencing investment narratives within the tech community. His ability to navigate complex digital environments positions him as a sought-after leader who not only anticipates challenges but also envisions transformative solutions.
In an evolving technology landscape, Kevin Rutherford embodies an entrepreneurial mindset that propels innovation and growth. His track record of founding successful startups informs a strategy rooted in harnessing disruptive technologies to create market value. With an emphasis on strategic scalability and product development, he identifies emerging trends that captivate consumer demand. This proactive stance allows him to forge valuable partnerships while influencing investment narratives within the tech community. His ability to navigate complex digital environments positions him as a sought-after leader who not only anticipates challenges but also envisions transformative solutions.
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:
22.15%
Gain -0.49%
Monthly
0.23%
Yearly
2.83%
Drawdown
26.88%
$1.1B
Equity
Holdings
$1.1B
Investment
$1.07B
$395.03M
Profit -$6.51M
Realized
$360.59M
Unrealized
$34.44M
Dividends
$745.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$6.51M
Win %
41%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$8.45M
Win %
41%
This Month
Compared to last month
Gain
-1.93%
Profit
-$21.68M
Win %
41%
This Year
Compared to last year
Gain
-4.25%
Profit
-$48.83M
Win %
47%
XLE State Street Energy Select Sector SPDR ETF
+2.66%
+$74,259.15 
JMM Nuveen Multi-Market Income Fund
+2.11%
+$35,501.44 
KF The Korea Fund, Inc.
+1.6%
+$111,783.66 
EWY iShares MSCI South Korea ETF
+1.41%
+$11,025.01 
PDX PIMCO Dynamic Income Strategy Fund
+1.2%
+$10,900.56 
PIM Franklin Master Intermediate Income Trust
+1.07%
+$7,100.58 
EWT iShares MSCI Taiwan ETF
+0.72%
+$4,686.05 
TWN The Taiwan Fund, Inc.
+0.69%
+$69,923.07 
FMY First Trust Mortgage Income Fund
+0.67%
+$4,507.8 
FTHY First Trust High Yield Opportunities 2027 Term Fund
+0.63%
+$8,840.4 
EMF Templeton Emerging Markets Fund
+0.55%
+$43,906.89 
GDO Western Asset Global Corporate Opportunity Fund Inc.
+0.54%
+$7,042.41 
TSI TCW Strategic Income Fund, Inc.
+0.48%
+$36,195.84 
XLK State Street Technology Select Sector SPDR ETF
+0.47%
+$20,485.2 
MXF The Mexico Fund, Inc.
+0.4%
+$10,335.12 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
+0.38%
+$6,345.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.29%
+$1,722.6 
GLQ Clough Global Equity Fund
+0.14%
+$2,903.41 
TDF Templeton Dragon Fund Inc.
+0.11%
+$3,416.57 
PAI Western Asset Investment Grade Income Fund Inc.
+0.11%
+$6,979.59 
BMEZ BlackRock Health Sciences Term Trust
+0.06%
+$4,422.13 
BHK BlackRock Core Bond Trust
+0.06%
+$2,427.66 
WEA Western Asset Premier Bond Fund
+0.05%
+$1,305.28 
EFT Eaton Vance Floating-Rate Income Trust
+0.05%
+$2,156.99 
BIT BlackRock Multi-Sector Income Trust
+0.04%
+$1,788.38 
IGI Western Asset Investment Grade Opportunity Trust Inc.
+0.01%
+$331.56 
BSTZ BlackRock Science and Technology Term Trust
0%
$0 
ASG Liberty All-Star Growth Fund, Inc.
0%
$0 BKT
BKT
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
ACP abrdn Income Credit Strategies Fund
-2.47%
-$20,626.1 
GAB Gabelli Equity Trust Inc.
-2.4%
-$50,000 
MFM Aberdeen Municipal Income Fund
-2.15%
-$1,498.97 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-2.1%
-$15,357.09 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2%
-$82,548 
HQL abrdn Life Sciences Investors
-1.78%
-$24,443.84 
XLC State Street Communication Services Select Sector SPDR ETF
-1.72%
-$55,534.5 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.68%
-$27,985.03 
STEW SRH Total Return Fund, Inc.
-1.58%
-$260,832.09 
MMU Western Asset Managed Municipals Fund Inc.
-1.58%
-$127,783.2 
PPT Franklin Premier Income Trust
-1.46%
-$54,134.78 
JCE Nuveen Core Equity Alpha Fund
-1.35%
-$115,747.5 
NBH Neuberger Municipal Fund Inc.
-1.28%
-$96,795.6 
PMO Franklin Municipal Opportunities Trust
-1.26%
-$26,451.12 
HYI Western Asset High Yield Opportunity Fund Inc.
-1.24%
-$19,988.04 
CET Central Securities Corporation
-1.21%
-$128,141.24 
BGX Blackstone Long-Short Credit Income Fund
-1.19%
-$12,351.87 
MMT Aberdeen Multi-Market Income Fund
-1.19%
-$37,638.8 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.13%
-$32,757.69 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.12%
-$230,618.33 
JFR Nuveen Floating Rate Income Fund
-1.11%
-$97,488.64 
JOF Japan Smaller Capitalization Fund, Inc.
-1.11%
-$354,134.17 
EWL iShares MSCI Switzerland ETF
-1.1%
-$620,022.9 
BME BlackRock Health Sciences Trust
-1.05%
-$78,505.6 
EEA The European Equity Fund, Inc.
-1.03%
-$136,448.23 
IIF Morgan Stanley India Investment Fund, Inc.
-1.03%
-$2,465.32 
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund
-1.01%
-$7,124.04 
AEF abrdn Emerging Markets ex-China Fund, Inc.
-0.96%
-$63,459.6 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-0.95%
-$9,297.12 
SBI Western Asset Intermediate Muni Fund Inc.
-0.94%
-$20,197.9 
FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
-0.93%
-$23,098.37 
ERH Allspring Utilities & High Income Fund
-0.89%
-$29,877.03 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.89%
-$34,960.24 
NUW Nuveen AMT-Free Municipal Value Fund
-0.89%
-$96,529.2 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.89%
-$40,223.65 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.87%
-$49,751.46 
RVT Royce Small-Cap Trust, Inc.
-0.84%
-$9,800 
FEZ State Street SPDR EURO STOXX 50 ETF
-0.82%
-$986,016.29 
GAM General American Investors Company, Inc.
-0.81%
-$57,348.34 
EUFN iShares MSCI Europe Financials ETF
-0.8%
-$695,886.33 
NRO Neuberger Berman Real Estate Securities Income Fund, Inc.
-0.78%
-$14,644.78 
CSQ Calamos Strategic Total Return Fund
-0.76%
-$95,319.9 
BST BlackRock Science and Technology Trust
-0.75%
-$164,013.5 
DTF DTF Tax-Free Income 2028 Term Fund Inc.
-0.74%
-$5,447.73 
DHY Credit Suisse High Yield Credit Fund
-0.74%
-$4,363.51 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.73%
-$189,390.4 
FMN Federated Hermes Premier Municipal Income Fund
-0.72%
-$6,810.3 
PFD Flaherty & Crumrine Preferred Income Fund Inc.
-0.72%
-$3,660.6 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.72%
-$9,855.71 
ITA iShares U.S. Aerospace & Defense ETF
-0.71%
-$6,781.7 
CHW Calamos Global Dynamic Income Fund
-0.71%
-$41,748.57 
ADX Adams Diversified Equity Fund, Inc.
-0.67%
-$24,367.63 
HEQ John Hancock Diversified Income Fund
-0.62%
-$5,558.91 
XLB State Street Materials Select Sector SPDR ETF
-0.6%
-$2,596.25 
ERC Allspring Multi-Sector Income Fund
-0.59%
-$15,596 
BTZ BlackRock Credit Allocation Income Trust
-0.58%
-$2,960.32 
IAF abrdn Australia Equity Fund, Inc.
-0.56%
-$23,638.09 
STK Columbia Seligman Premium Technology Growth Fund
-0.54%
-$2,184 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.53%
-$6,156.68 
MIN Aberdeen Intermediate Income Fund
-0.53%
-$55,722.67 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-0.53%
-$39,220.8 
EVF Eaton Vance Senior Income Trust
-0.52%
-$16,009.42 
EFA iShares MSCI EAFE ETF
-0.52%
-$35,162.87 
MGF Aberdeen Government Markets Income Fund
-0.52%
-$33,497.77 
BBJP JPMorgan BetaBuilders Japan ETF
-0.48%
-$375,920 
VBF Invesco Bond Fund
-0.48%
-$25,394.53 
MHD BlackRock MuniHoldings Fund, Inc.
-0.47%
-$5,300.85 
NIM Nuveen Select Maturities Municipal Fund
-0.47%
-$26,689.92 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.46%
-$12,582.75 
BTT BlackRock Municipal 2030 Target Term Trust
-0.45%
-$28,723.81 
RA Brookfield Real Assets Income Fund Inc.
-0.43%
-$11,585.15 
USA Liberty All Star Equity Fund
-0.42%
-$37,118.47 
BBN BlackRock Taxable Municipal Bond Trust
-0.41%
-$6,118.5 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-0.39%
-$12,930.84 
GF The New Germany Fund, Inc.
-0.39%
-$32,455.88 
PSF Cohen & Steers Select Preferred and Income Fund, Inc.
-0.39%
-$4,397.54 
EOT Eaton Vance National Municipal Opportunities Trust
-0.38%
-$25,366.26 
JHI John Hancock Investors Trust
-0.38%
-$15,764.9 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.37%
-$3,188.02 
AWF AllianceBernstein Global High Income Fund
-0.37%
-$2,366.66 
EWC iShares MSCI Canada ETF
-0.36%
-$24,364.34 
WIW Western Asset Inflation-Linked Opportunities & Income Fund
-0.35%
-$19,471.43 
SDHY PGIM Short Duration High Yield Opportunities Fund
-0.33%
-$48,958.5 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.31%
-$23,794.75 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.31%
-$3,806.55 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$142,530.97 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-0.3%
-$26,573.67 
VGI Virtus Global Multi-Sector Income Fund
-0.3%
-$1,611.54 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.29%
-$8,133.12 
FUND Sprott Focus Trust, Inc.
-0.27%
-$2,756.23 
CAF Morgan Stanley China A Share Fund, Inc.
-0.25%
-$16,240.28 
DHF BNY Mellon High Yield Strategies Fund
-0.23%
-$5,323.97 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$8,047.65 
EFR Eaton Vance Senior Floating-Rate Trust
-0.2%
-$17,792.36 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.19%
-$22,528.4 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$91,808.88 
VVR Invesco Senior Income Trust
-0.18%
-$1,266.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$17,970.56 
LEO BNY Mellon Strategic Municipals, Inc.
-0.17%
-$2,061.45 
DSL DoubleLine Income Solutions Fund
-0.15%
-$4,730.18 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
-0.14%
-$1,987.49 
BTO John Hancock Financial Opportunities Fund
-0.14%
-$2,955.44 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.13%
-$8,453.02 
BKLN Invesco Senior Loan ETF
-0.12%
-$23,545.37 
JHS John Hancock Income Securities Trust
-0.08%
-$6,329.34 
DLY DoubleLine Yield Opportunities Fund
-0.08%
-$3,548.13 
RGT Royce Global Trust, Inc.
-0.07%
-$1,834.19 
KTF DWS Municipal Income Trust
-0.06%
-$3,478.96 
JQC Nuveen Credit Strategies Income Fund
-0.05%
-$1,322.18 
PDT John Hancock Premium Dividend Fund
-0.04%
-$931.37 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.01%
-$2,502 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7836 | Longs Won 4374/7836 55% | Profit Factor 1.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $616,686.71 |
| Average Win $192,908.81 | Best Trade (Sep 30) $19.96M | Sharpe Ratio -11.91 |
| Average Loss -$158,916.73 | Worst Trade (Dec 31) -$14.35M | Z-Score -18.77 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 2w 6d | Expectancy $50,411.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACP abrdn Income Credit Strategies Fund | 196,439 | $1.15M | $814,239.65 | - | -$340,084.03 | -29.46% | -2.471% |
| ADX Adams Diversified Equity Fund, Inc. | 143,339 | $2.92M | $3.63M | - | $702,961.46 | 24.03% | -0.667% |
| AEF abrdn Emerging Markets ex-China Fund, Inc. | 793,245 | $5.08M | $6.56M | - | $1.48M | 29.19% | -0.958% |
| AGG iShares Core U.S. Aggregate Bond ETF | 41,270 | $4.08M | $3.96M | - | -$123,603.68 | -3.03% | -0.203% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 143,676 | $3.9M | $3.28M | - | -$616,774.13 | -15.82% | -0.392% |
| ASG Liberty All-Star Growth Fund, Inc. | 1.34M | $7.14M | $6.6M | - | -$538,004.24 | -7.54% | 0.0 |
| AWF AllianceBernstein Global High Income Fund | 67,619 | $696,476 | $640,690.02 | - | -$55,785.98 | -8.01% | -0.368% |
| BBJP JPMorgan BetaBuilders Japan ETF | 1.02M | $66.98M | $77.24M | - | $10.26M | 15.31% | -0.484% |
| BBN BlackRock Taxable Municipal Bond Trust | 101,975 | $1.65M | $1.5M | - | -$150,922.98 | -9.15% | -0.407% |
| BGX Blackstone Long-Short Credit Income Fund | 98,815 | $1.08M | $1.02M | - | -$53,854.33 | -5% | -1.193% |
| BHK BlackRock Core Bond Trust | 485,533 | $4.62M | $4.08M | - | -$542,985.19 | -11.76% | +0.06% |
| BIT BlackRock Multi-Sector Income Trust | 357,676 | $4.52M | $3.99M | - | -$531,016.47 | -11.74% | +0.045% |
| BKLN Invesco Senior Loan ETF | 941,815 | $19.55M | $19.09M | - | -$460,446.53 | -2.36% | -0.123% |
| BKT BKT | 258,316 | $2.95M | $2.77M | - | -$181,927.99 | -6.16% | 0.0 |
| BME BlackRock Health Sciences Trust | 163,553 | $6.68M | $7.37M | - | $688,897.78 | 10.31% | -1.054% |
| BMEZ BlackRock Health Sciences Term Trust | 442,213 | $6.35M | $7.42M | - | $1.07M | 16.92% | +0.06% |
| BST BlackRock Science and Technology Trust | 468,610 | $18.73M | $21.8M | - | $3.07M | 16.4% | -0.747% |
| BSTZ BlackRock Science and Technology Term Trust | 66,250 | $1.52M | $1.78M | - | $263,055.54 | 17.35% | 0.0 |
| BTO John Hancock Financial Opportunities Fund | 56,187 | $2.21M | $2.1M | - | -$118,139.25 | -5.33% | -0.141% |
| BTT BlackRock Municipal 2030 Target Term Trust | 287,241 | $6.13M | $6.3M | - | $178,032.37 | 2.91% | -0.454% |
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FAQ
Which stocks have generated the highest profits for Kevin Rutherford?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI Japan ETF - $203.58M, The New Germany Fund, Inc - $48.77M, Adams Diversified Equity Fund, Inc - $41.76M, iShares MSCI Eurozone ETF - $35.83M, and General American Investors Company, Inc - $34.63M. 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: BlackRock Enhanced Global Dividend Trust - $14.15M, Vanguard FTSE Europe ETF - $13.2M, Nuveen Core Plus Impact Fund - $11.88M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $9.94M, and Western Asset Inflation-Linked Opportunities & Income Fund - $7.7M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Rutherford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $745.06M earned over time. The largest contributors to dividend income include iShares MSCI Japan ETF - $60.77M, Total Return Securities Fund - $41.24M, The New Germany Fund, Inc - $32.41M, iShares MSCI Germany ETF - $32.14M, and abrdn Asia-Pacific Income Fund, Inc - $28.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Rutherford's monthly returns?
Kevin Rutherford'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 Kevin Rutherford's strategy be considered aggressive or moderate?
Kevin Rutherford's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kevin Rutherford's strategy?
Kevin Rutherford's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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