J. Kemp Sawers Portfolio
Invests via Uptown Financial Advisors LLC | Managed by J. Kemp Sawers, Chris J. Carrie
Invests via Uptown Financial Advisors LLC
Managed by J. Kemp Sawers, Chris J. Carrie
Automatically Tracked
Senior investor and operator focused on growth-stage technology and financial-services businesses, with experience spanning venture capital, corporate development and board roles. J. Kemp Sawers brings a track record of sourcing and scaling software-enabled services, leading strategic M&A and advising management teams on commercial expansion and capital strategy. Market-oriented, relationship-driven profile useful to limited partners, founders and corporate acquirers seeking growth capital or exit support.
Senior investor and operator focused on growth-stage technology and financial-services businesses, with experience spanning venture capital, corporate development and board roles. J. Kemp Sawers brings a track record of sourcing and scaling software-enabled services, leading strategic M&A and advising management teams on commercial expansion and capital strategy. Market-oriented, relationship-driven profile useful to limited partners, founders and corporate acquirers seeking growth capital or exit support.
Investment Philosophy & Strategy
Focused on growth-stage technology and fintech, prefers software-enabled services and scalable business models. Employs a market-oriented, relationship-driven sourcing approach, blending operational playbooks with strategic M&A to accelerate commercial expansion. Allocates growth capital with conviction around unit economics, customer retention, and go-to-market leverage, favoring board-active, hands-on partnerships across 3–5 year horizons. Risk discipline emphasizes staged financings, value-creating milestones, and alignment with founders and corporate acquirers.
Focused on growth-stage technology and fintech, prefers software-enabled services and scalable business models. Employs a market-oriented, relationship-driven sourcing approach, blending operational playbooks with strategic M&A to accelerate commercial expansion. Allocates growth capital with conviction around unit economics, customer retention, and go-to-market leverage, favoring board-active, hands-on partnerships across 3–5 year horizons. Risk discipline emphasizes staged financings, value-creating milestones, and alignment with founders and corporate acquirers.
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:
30.06%
Gain +0.25%
Monthly
1.32%
Yearly
17.09%
Drawdown
15.86%
$139.34M
Equity
Holdings
$139.34M
Investment
$112.69M
$27.43M
Profit +$292,758.82
Realized
$784,366.33
Unrealized
$26.64M
Dividends
$3.77M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$292,758.82
Win %
77%
This Week
Compared To Last Week
Gain
0.21%
Profit
$292,758.82
Win %
77%
This Month
Compared to last month
Gain
2.14%
Profit
$2.92M
Win %
77%
This Year
Compared to last year
Gain
1.84%
Profit
$2.56M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$36,476.87 
GOOGL Alphabet Inc
+6.73%
+$17,481.66 
META Meta Platforms Inc Class A
+3.28%
+$22,506.63 
MSFT Microsoft Corp.
+3.02%
+$26,177.62 
NVDA NVIDIA Corporation
+2.93%
+$60,788.73 
CVX Chevron Corporation
+2.35%
+$6,079.4 
CSCO Cisco Systems, Inc.
+2.14%
+$10,660.41 
KMI Kinder Morgan, Inc.
+1.64%
+$3,615.04 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$79,824.33 
WFC Wells Fargo & Company
+1.19%
+$2,998.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,360.88 
VUG Vanguard Growth ETF
+1.1%
+$173,581.71 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$7,904.46 
VDE Vanguard Energy ETF
+1.02%
+$42,753.62 
XLE Energy Select Sector SPDR Fund
+1%
+$3,305.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,459.84 
IBM International Business Machines Corporation
+0.86%
+$1,419.12 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$60,836.88 
TSLA Tesla, Inc.
+0.76%
+$1,201.23 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,571.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,352.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,567.27 
CAT Caterpillar Inc.
+0.7%
+$1,417.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,470.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,030.08 
ET Energy Transfer L.P.
+0.59%
+$15,452.88 
AVGO Broadcom Inc.
+0.37%
+$2,743.2 
JPM JPMorgan Chase & Co.
+0.27%
+$900.52 
JNJ Johnson & Johnson
+0.21%
+$973.61 
MIDD The Middleby Corporation
+0.2%
+$311.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$765 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$114.99 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$524.56 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$219.3 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$156.46 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$49.56 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$19.35 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$38,300.24 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$122.56 
ABBV AbbVie Inc.
-2.51%
-$12,377.11 
NFLX Netflix, Inc.
-2%
-$5,256 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$3,659.66 
TXN Texas Instruments Inc
-1.08%
-$4,046.83 
XOM Exxon Mobil Corporation
-0.97%
-$2,343.96 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$7,223.74 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$16,730.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$24,953.97 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,974.86 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,146.98 
SCHF Schwab International Equity ETF
-0.58%
-$28,984.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,129.46 
IWM iShares Russell 2000 ETF
-0.47%
-$5,215.24 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,192.2 
VGT Vanguard Information Technology ETF
-0.38%
-$1,761.71 
AXP American Express Company
-0.38%
-$1,431.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,231.76 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$682.4 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$2,951.37 
VTV Vanguard Value ETF
-0.27%
-$11,039.89 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,831.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,478.5 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,277.34 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$7,910.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$858.24 
EPD Enterprise Products Partners L.P.
-0.18%
-$3,363.62 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$16,431.94 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$5,015.55 
BSL Blackstone Senior Floating Rate Fund
-0.15%
-$346.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2,605.12 
MUB iShares National Muni Bond ETF
-0.11%
-$662.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,146.64 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$6,010.74 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$175.65 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$142.3 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,588.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,175.37 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 316 | Longs Won 254/316 80% | Profit Factor 46.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,784.7 |
| Average Win $110,355.34 | Best Trade (Aug 14) $3.33M | Sharpe Ratio -15.88 |
| Average Loss -$9,699.86 | Worst Trade (Sep 01) -$73,404 | Z-Score 14.47 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $86,800.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,562 | $386,660.41 | $482,517.42 | - | $95,857.01 | 24.79% | -7.354% |
| ABBV AbbVie Inc. | 1,913 | $339,940.02 | $480,048.22 | - | $140,108.2 | 41.22% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,914 | $586,686.43 | $575,846.18 | - | -$10,840.25 | -1.85% | -0.256% |
| AMZN Amazon.com Inc | 1,011 | $215,686.1 | $274,567.37 | - | $58,881.27 | 27.3% | +15.321% |
| AVGO Broadcom Inc. | 1,905 | $405,327.48 | $741,578.4 | - | $336,250.92 | 82.96% | +0.371% |
| AXP American Express Company | 1,127 | $334,483 | $378,953.75 | - | $44,470.75 | 13.3% | -0.376% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 52,739 | $3.97M | $3.98M | - | $10,210.54 | 0.26% | -0.198% |
| BNDX Vanguard Total International Bond ETF | 29,794 | $1.46M | $1.42M | - | -$32,274.35 | -2.22% | -0.23% |
| BSL Blackstone Senior Floating Rate Fund | 17,320 | $247,638.48 | $224,294 | - | -$23,344.48 | -9.43% | -0.154% |
| BSV Vanguard Short-Term Bond ETF | 100,179 | $7.78M | $7.77M | - | -$3,402.4 | -0.04% | -0.077% |
| CAT Caterpillar Inc. | 250 | $266,225 | $203,702.5 | - | -$62,522.5 | -23.48% | +0.701% |
| CSCO Cisco Systems, Inc. | 4,387 | $270,722 | $508,848.13 | - | $238,126.13 | 87.96% | +2.14% |
| CVX Chevron Corporation | 1,345 | $208,865 | $264,736.35 | - | $55,871.35 | 26.75% | +2.35% |
| EFA iShares MSCI EAFE ETF | 3,253 | $245,959.88 | $343,451.74 | - | $97,491.86 | 39.64% | -0.621% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 8,409 | $540,731.12 | $774,637.08 | - | $233,905.96 | 43.26% | +1.031% |
| EPD Enterprise Products Partners L.P. | 48,051 | $1.51M | $1.83M | - | $321,460.5 | 21.33% | -0.184% |
| ET Energy Transfer L.P. | 128,774 | $2.46M | $2.62M | - | $159,349.93 | 6.47% | +0.593% |
| GOOGL Alphabet Inc | 778 | $243,514 | $277,069.14 | - | $33,555.14 | 13.78% | +6.734% |
| IBM International Business Machines Corporation | 743 | $208,939 | $166,171.94 | - | -$42,767.06 | -20.47% | +0.861% |
| IEFA iShares Core MSCI EAFE ETF | 4,722 | $395,531.58 | $463,936.5 | - | $68,404.92 | 17.29% | -0.637% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for J. Kemp Sawers?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $346,182.74, Vanguard Short-Term Bond ETF - $307,672.12, SPDR Portfolio Emerging Markets ETF - $280,479.18, Energy Transfer L.P - $274,836.77, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $243,665.18. 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: The Home Depot, Inc - $29,865.8, Chevron Corporation - $23,026.35, Barings Corporate Investors - $18,740.44, PIMCO Corporate & Income Strategy Fund - $8,259.87, and Apple Inc - $4,466.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. Kemp Sawers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.77M earned over time. The largest contributors to dividend income include Vanguard Short-Term Bond ETF - $305,454.01, Energy Transfer L.P - $275,247.69, SPDR Portfolio Emerging Markets ETF - $266,580.51, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $234,925.9, and SPDR Portfolio S&P 500 Value ETF - $211,563. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Kemp Sawers's monthly returns?
J. Kemp Sawers's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can J. Kemp Sawers's strategy be considered aggressive or moderate?
J. Kemp Sawers's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow J. Kemp Sawers's strategy?
J. Kemp Sawers's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
