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:
27.89%
Gain +0.3%
Monthly
1.15%
Yearly
14.74%
Drawdown
15.9%
$141.5M
Equity
Holdings
$141.5M
Investment
$117.37M
$25.52M
Profit +$354,031.34
Realized
$682,050.62
Unrealized
$24.84M
Dividends
$4.15M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$354,031.34
Win %
73%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$936,144.64
Win %
73%
This Month
Compared to last month
Gain
1%
Profit
$1.4M
Win %
73%
This Year
Compared to last year
Gain
0.75%
Profit
$1.12M
Win %
74%
NFLX Netflix, Inc.
+2.89%
+$7,344 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+2.53%
+$2,851.75 
WFC Wells Fargo & Company
+2.29%
+$6,574.9 
AXP American Express Company
+2.25%
+$8,622.32 
NAD Nuveen Quality Municipal Income Fund
+1.88%
+$4,166.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$6,779.6 
IJS iShares S&P Small-Cap 600 Value ETF
+1.47%
+$8,217.48 
IWM iShares Russell 2000 ETF
+1.37%
+$13,853.09 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$143,058.6 
VNQ Vanguard Real Estate ETF
+1.21%
+$10,410.59 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$5,875.71 
MSFT Microsoft Corp.
+1.08%
+$18,348.25 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.07%
+$3,279.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.06%
+$2,353.71 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$10,893.07 
VO Vanguard Mid-Cap ETF
+1.01%
+$115,295.4 
EFA iShares MSCI EAFE ETF
+0.9%
+$2,992.76 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$4,206.25 
VTV Vanguard Value ETF
+0.83%
+$33,794.61 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.82%
+$13,810.44 
MUB iShares National Muni Bond ETF
+0.82%
+$4,389.87 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$4,103.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$4,918.08 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$72,989.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$25,174.61 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$3,611.39 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$2,220.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$5,744.61 
ABBV AbbVie Inc.
+0.59%
+$3,229.03 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$5,949.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$19,066.68 
SCHF Schwab International Equity ETF
+0.48%
+$23,944.44 
GOOGL Alphabet Inc
+0.45%
+$1,229.23 
JNK SPDR Bloomberg High Yield Bond ETF
+0.43%
+$3,022.8 
BNDX Vanguard Total International Bond ETF
+0.34%
+$4,641.76 
JBBB Janus Henderson B-BBB CLO ETF
+0.3%
+$597.1 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$8,757.73 
VOO Vanguard S&P 500 ETF
+0.28%
+$3,763.98 
SUB iShares Short-Term National Muni Bond ETF
+0.28%
+$561.15 
AMZN Amazon.com Inc
+0.27%
+$687.47 
IVV iShares Core S&P 500 ETF
+0.27%
+$6,352.74 
BSL Blackstone Senior Floating Rate Fund
+0.23%
+$519.6 
SCHC Schwab International Small-Cap Equity ETF
+0.21%
+$569 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$14,921.25 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$227.28 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$213.45 
JPM JPMorgan Chase & Co.
+0.07%
+$246.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$229.52 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$315.55 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$173.61 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
-3.33%
-$21,709.12 
PSX Phillips 66
-2.72%
-$6,471.99 
NVDA NVIDIA Corporation
-1.84%
-$44,342.65 
ET Energy Transfer L.P.
-1.83%
-$46,210.78 
KMI Kinder Morgan, Inc.
-1.59%
-$3,734.91 
XLE Energy Select Sector SPDR Fund
-1.58%
-$5,965.25 
VDE Vanguard Energy ETF
-1.54%
-$72,725.95 
XOM Exxon Mobil Corporation
-1.32%
-$3,627.83 
CVX Chevron Corporation
-1.23%
-$3,769.91 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.1%
-$8,829.47 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$2,525.62 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$1,755.83 
EPD Enterprise Products Partners L.P.
-0.61%
-$10,484.76 
AVGO Broadcom Inc.
-0.56%
-$3,738.26 
TXN Texas Instruments Inc
-0.55%
-$2,480.13 
VGT Vanguard Information Technology ETF
-0.41%
-$2,068.99 
AAPL Apple Inc.
-0.28%
-$1,499.5 
JNJ Johnson & Johnson
-0.25%
-$1,120.14 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$17,390.89 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$885.94 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$2,937.34 
VPU Vanguard Utilities ETF
-0.17%
-$899.99 
META Meta Platforms Inc Class A
-0.11%
-$1,071.75 
VUG Vanguard Growth ETF
-0.1%
-$17,087.49 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.05%
-$2,858.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$614.97 Events
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Dividends
Dividend Analysis
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| Trades 373 | Longs Won 284/373 76% | Profit Factor 26.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,422.02 |
| Average Win $93,413.16 | Best Trade (Oct 16) $3.34M | Sharpe Ratio -10.66 |
| Average Loss -$11,287.45 | Worst Trade (Sep 29) -$82,116 | Z-Score 10.99 (100%) |
| Commissions $0 | Avg. Trade Length 12m 2d | Expectancy $68,430.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,562 | $386,660.41 | $534,204 | - | $147,543.59 | 38.16% | -0.28% |
| ABBV AbbVie Inc. | 1,957 | $351,449.99 | $554,613.78 | - | $203,163.79 | 57.81% | +0.586% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,121 | $606,258.8 | $584,004.61 | - | -$22,254.19 | -3.67% | +0.622% |
| AMZN Amazon.com Inc | 1,011 | $215,686.1 | $257,562.35 | - | $41,876.25 | 19.42% | +0.268% |
| AVGO Broadcom Inc. | 1,947 | $420,077.46 | $670,410.49 | - | $250,333.03 | 59.59% | -0.555% |
| AXP American Express Company | 1,246 | $370,670.94 | $391,082.02 | - | $20,411.08 | 5.51% | +2.254% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 53,563 | $4.03M | $3.94M | - | -$94,707.61 | -2.35% | +0.643% |
| BNDX Vanguard Total International Bond ETF | 29,011 | $1.42M | $1.37M | - | -$47,516.41 | -3.35% | +0.34% |
| BSL Blackstone Senior Floating Rate Fund | 17,320 | $247,638.48 | $223,947.6 | - | -$23,690.88 | -9.57% | +0.233% |
| BSV Vanguard Short-Term Bond ETF | 99,475 | $7.72M | $7.62M | - | -$105,083.68 | -1.36% | +0.196% |
| CAT Caterpillar Inc. | 250 | $266,225 | $187,244.99 | - | -$78,980.01 | -29.67% | 0.0 |
| CSCO Cisco Systems, Inc. | 5,728 | $415,053.91 | $629,220.8 | - | $214,166.89 | 51.6% | -3.335% |
| CVX Chevron Corporation | 1,386 | $217,237.61 | $303,977.53 | - | $86,739.92 | 39.93% | -1.225% |
| EFA iShares MSCI EAFE ETF | 3,253 | $245,959.88 | $337,238.51 | - | $91,278.63 | 37.11% | +0.895% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 8,409 | $540,731.12 | $790,950.52 | - | $250,219.4 | 46.27% | -1.104% |
| EPD Enterprise Products Partners L.P. | 47,658 | $1.49M | $1.7M | - | $200,639.55 | 13.42% | -0.615% |
| ET Energy Transfer L.P. | 124,894 | $2.39M | $2.48M | - | $96,413.19 | 4.04% | -1.827% |
| GOOGL Alphabet Inc | 778 | $243,514 | $271,693.16 | - | $28,179.16 | 11.57% | +0.454% |
| IEFA iShares Core MSCI EAFE ETF | 5,471 | $468,107.77 | $528,608.02 | - | $60,500.25 | 12.92% | +0.782% |
| IEMG iShares Core MSCI Emerging Markets ETF | 4,592 | $240,020.87 | $358,589.26 | - | $118,568.39 | 49.4% | -0.699% |
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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 - $363,167.62, Vanguard Short-Term Bond ETF - $333,946.47, SPDR Portfolio Emerging Markets ETF - $280,479.18, Energy Transfer L.P - $275,535.18, and SPDR Portfolio S&P 500 Value ETF - $261,616.46. 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 Middleby Corporation - $82,116, Exxon Mobil Corporation - $47,308.08, International Business Machines Corporation - $39,468.63, Tesla, Inc - $30,901.96, and The Home Depot, Inc - $29,865.8. 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 $4.15M earned over time. The largest contributors to dividend income include Vanguard Short-Term Bond ETF - $332,342.05, Energy Transfer L.P - $275,247.69, SPDR Portfolio Emerging Markets ETF - $266,580.51, SPDR Portfolio S&P 500 Value ETF - $255,601.03, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $249,977.61. 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.
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