Jeffrey Kearns Portfolio
Invests via Kearns & Associates LLC | Managed by Jeffrey Joseph Kearns, Joseph James Kearns
Invests via Kearns & Associates LLC
Managed by Jeffrey Joseph Kearns, Joseph James Kearns
Automatically Tracked
Jeffrey Kearns Profile
With a distinguished career in financial services, Jeffrey Kearns has established himself as a notable leader in investment strategy and business development. His expertise spans over two decades of building successful teams that drive market innovation and enhance operational efficiencies across various asset classes. Kearns’s background includes senior roles at major firms where he played pivotal parts in strategic decision-making processes that foster growth and navigate complex market environments. His extensive network and insight into emerging trends position him uniquely within the investing landscape, making him an influential figure among peers.
With a distinguished career in financial services, Jeffrey Kearns has established himself as a notable leader in investment strategy and business development. His expertise spans over two decades of building successful teams that drive market innovation and enhance operational efficiencies across various asset classes. Kearns’s background includes senior roles at major firms where he played pivotal parts in strategic decision-making processes that foster growth and navigate complex market environments. His extensive network and insight into emerging trends position him uniquely within the investing landscape, making him an influential figure among peers.
Investment Philosophy & Strategy
Market dynamics are continuously evolving, offering distinctive avenues for strategic investments. Drawing on extensive experience, Jeffrey Kearns seeks opportunities that not only align with market trends but also enhance portfolio resilience through diversification. His entrepreneurial mindset fosters a proactive approach to identifying undervalued assets with growth potential while leveraging established relationships within the industry. By focusing on innovative sectors and operational efficiencies, he adeptly navigates challenges, capitalizing on emerging market shifts to create lasting value.
Market dynamics are continuously evolving, offering distinctive avenues for strategic investments. Drawing on extensive experience, Jeffrey Kearns seeks opportunities that not only align with market trends but also enhance portfolio resilience through diversification. His entrepreneurial mindset fosters a proactive approach to identifying undervalued assets with growth potential while leveraging established relationships within the industry. By focusing on innovative sectors and operational efficiencies, he adeptly navigates challenges, capitalizing on emerging market shifts to create lasting value.
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:
83.92%
Gain +0.76%
Monthly
1.05%
Yearly
13.35%
Drawdown
19.63%
$221.3M
Equity
Holdings
$221.3M
Investment
$142.3M
$86.81M
Profit +$1.3M
Realized
$7.81M
Unrealized
$79M
Dividends
$9.89M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.3M
Win %
89%
This Week
Compared To Last Week
Gain
1.2%
Profit
$2.62M
Win %
89%
This Month
Compared to last month
Gain
2.04%
Profit
$4.42M
Win %
89%
This Year
Compared to last year
Gain
3.38%
Profit
$7.22M
Win %
90%
AVGO Broadcom Inc.
+4.4%
+$15,959.99 
EQIX Equinix, Inc.
+2.05%
+$7,103.07 
AMZN Amazon.com Inc
+1.53%
+$17,987.65 
MSFT Microsoft Corp.
+1.33%
+$30,113.52 
VNQ Vanguard Real Estate ETF
+1.19%
+$5,559.7 
JCI Johnson Controls International plc
+1.12%
+$5,906.22 
COF Capital One Financial Corporation
+1.03%
+$2,191.7 
OXY Occidental Petroleum Corporation
+0.89%
+$5,911.36 
VUG Vanguard Growth ETF
+0.88%
+$20,744.96 
IGM iShares Expanded Tech Sector ETF
+0.82%
+$11,639.79 
IVV iShares Core S&P 500 ETF
+0.8%
+$3,763.1 
SPY SPDR S&P 500 ETF Trust
+0.8%
+$55,799.04 
VOO Vanguard S&P 500 ETF
+0.74%
+$478,196.9 
IWV ISHARES RUSSELL 3000 ETF
+0.74%
+$1,784.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$486,026.08 
GS The Goldman Sachs Group, Inc.
+0.69%
+$6,199.98 
MDY SPDR S&P MidCap 400 ETF Trust
+0.68%
+$1,373.99 
GLD SPDR Gold Shares
+0.56%
+$1,459.06 
MS Morgan Stanley
+0.54%
+$1,545 
AXP American Express Company
+0.51%
+$4,368.03 
GOOGL Alphabet Inc
+0.49%
+$8,160 
V Visa Inc. Class A
+0.43%
+$5,120.03 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.42%
+$5,485.81 
SCHF Schwab International Equity ETF
+0.36%
+$9,378.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$78,886.56 
VB Vanguard Small-Cap ETF
+0.33%
+$37,792.32 
GOOG Alphabet Inc
+0.33%
+$5,424.05 
BAC Bank of America Corporation
+0.3%
+$3,120 
IJR iShares Core S&P Small-Cap ETF
+0.24%
+$1,916.62 
FBND Fidelity Total Bond ETF
+0.2%
+$3,041.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$5,626.71 
RPRX Royalty Pharma plc
+0.04%
+$1,164.8 
AAPL Apple Inc.
+0.02%
+$1,244.37 
WFC Wells Fargo & Company
+0.01%
+$32 
TMO Thermo Fisher Scientific Inc.
-2.41%
-$15,452.92 
SYK Stryker Corporation
-1.46%
-$2,988 
SCHW Charles Schwab Corporation
-1.01%
-$8,865 
QCOM QUALCOMM Incorporated
-0.24%
-$819.13 
JPM JPMorgan Chase & Co.
-0.16%
-$1,042.51 
SCHE Schwab Emerging Markets Equity ETF
-0.03%
-$266.49 
BKR Baker Hughes Company
-0.03%
-$56.25 Events
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Dividends
Dividend Analysis
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| Trades 240 | Longs Won 174/240 72% | Profit Factor 41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.93M |
| Average Win $511,407.11 | Best Trade (Oct 06) $25.31M | Sharpe Ratio -14.75 |
| Average Loss -$32,888.3 | Worst Trade (Jun 30) -$551,652.08 | Z-Score 11.66 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 5d | Expectancy $361,725.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.12% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,743 | $2.92M | $6.91M | - | $3.99M | 136.72% | +0.018% |
| AMZN Amazon.com Inc | 4,660 | $391,440 | $1.19M | - | $798,071.6 | 203.88% | +1.535% |
| AVGO Broadcom Inc. | 1,000 | $377,750 | $378,470 | - | $720 | 0.19% | +4.403% |
| AXP American Express Company | 2,800 | $413,700 | $855,624 | - | $441,924 | 106.82% | +0.513% |
| BAC Bank of America Corporation | 19,500 | $645,840 | $1.06M | - | $410,280 | 63.53% | +0.296% |
| BKR Baker Hughes Company | 3,750 | $228,937.5 | $215,118.75 | - | -$13,818.75 | -6.04% | -0.026% |
| COF Capital One Financial Corporation | 1,085 | $100,861.6 | $213,918.6 | - | $113,057 | 112.09% | +1.035% |
| EQIX Equinix, Inc. | 338 | $221,400.14 | $353,025.79 | - | $131,625.65 | 59.45% | +2.053% |
| FBND Fidelity Total Bond ETF | 35,785 | $1.63M | $1.55M | - | -$82,708.73 | -5.06% | +0.196% |
| GLD SPDR Gold Shares | 685 | $208,808.55 | $261,450.8 | - | $52,642.25 | 25.21% | +0.561% |
| GOOG Alphabet Inc | 4,800 | $425,904 | $1.66M | - | $1.23M | 288.77% | +0.329% |
| GOOGL Alphabet Inc | 4,800 | $423,504 | $1.67M | - | $1.25M | 294.62% | +0.491% |
| GS The Goldman Sachs Group, Inc. | 1,000 | $343,380 | $899,660 | - | $556,280 | 162% | +0.694% |
| IGM iShares Expanded Tech Sector ETF | 8,226 | $601,896.42 | $1.44M | - | $834,486.57 | 138.64% | +0.817% |
| IJR iShares Core S&P Small-Cap ETF | 5,808 | $665,074.08 | $809,344.8 | - | $144,270.72 | 21.69% | +0.237% |
| IVV iShares Core S&P 500 ETF | 605 | $288,850.85 | $474,604.35 | - | $185,753.5 | 64.31% | +0.799% |
| IWV ISHARES RUSSELL 3000 ETF | 549 | $208,038.06 | $242,773.28 | - | $34,735.22 | 16.7% | +0.74% |
| JCI Johnson Controls International plc | 3,375 | $216,000 | $535,275 | - | $319,275 | 147.81% | +1.116% |
| JPM JPMorgan Chase & Co. | 1,967 | $265,044.03 | $652,748.95 | - | $387,704.92 | 146.28% | -0.159% |
| MDY SPDR S&P MidCap 400 ETF Trust | 300 | $211,002.01 | $203,055 | - | -$7,947.01 | -3.77% | +0.681% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Kearns?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $7.83M, Vanguard S&P 500 ETF - $3.33M, VANGUARD TOTAL STOCK MKT ETF - $1.75M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.55M, and Vanguard FTSE Emerging Markets ETF - $512,002.62. 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: iShares Russell 1000 Growth ETF - $142,784.49, Bristol-Myers Squibb Company - $89,462.1, ConocoPhillips - $48,374.18, UnitedHealth Group Incorporated - $38,120, and Johnson & Johnson - $29,652. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Kearns's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.89M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.96M, VANGUARD TOTAL STOCK MKT ETF - $2.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.71M, Vanguard FTSE Emerging Markets ETF - $656,801.92, and Vanguard Small-Cap ETF - $560,847.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Kearns's monthly returns?
Jeffrey Kearns'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 Jeffrey Kearns's strategy be considered aggressive or moderate?
Jeffrey Kearns'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 Jeffrey Kearns's strategy?
Jeffrey Kearns'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.
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