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
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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:
77.38%
Gain +4.2%
Monthly
1.09%
Yearly
13.92%
Drawdown
19.63%
$221.57M
Equity
Holdings
$221.57M
Investment
$142.3M
$87.08M
Profit +$6.93M
Realized
$7.81M
Unrealized
$79.27M
Dividends
$9.39M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.2%
Profit
$6.93M
Win %
95%
This Week
Compared To Last Week
Gain
3.23%
Profit
$6.93M
Win %
95%
This Month
Compared to last month
Gain
3.23%
Profit
$6.93M
Win %
95%
This Year
Compared to last year
Gain
3.5%
Profit
$7.49M
Win %
95%
AMZN Amazon.com Inc
+15.32%
+$168,132.75 
GOOG Alphabet Inc
+6.88%
+$110,256 
GOOGL Alphabet Inc
+6.73%
+$107,856 
MSFT Microsoft Corp.
+3.02%
+$58,634.06 
OXY Occidental Petroleum Corporation
+2%
+$12,732.16 
JCI Johnson Controls International plc
+1.93%
+$9,382.5 
WFC Wells Fargo & Company
+1.19%
+$3,264 
VUG Vanguard Growth ETF
+1.1%
+$23,818.23 
BKR Baker Hughes Company
+0.98%
+$2,212.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$70,021.28 
SCHW Charles Schwab Corporation
+0.87%
+$8,190 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$8,261.16 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$48,215.12 
VOO Vanguard S&P 500 ETF
+0.71%
+$438,501.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,097.6 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,339.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$342,247.04 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$5,100.04 
AVGO Broadcom Inc.
+0.37%
+$1,440 
BAC Bank of America Corporation
+0.36%
+$4,290 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$4,378.35 
JPM JPMorgan Chase & Co.
+0.27%
+$1,848.98 
MS Morgan Stanley
+0.17%
+$540 
AAPL Apple Inc.
-7.35%
-$508,618.36 
SYK Stryker Corporation
-6.42%
-$16,084.8 
EQIX Equinix, Inc.
-2.7%
-$9,548.5 
QCOM QUALCOMM Incorporated
-2.63%
-$7,600.97 
GLD SPDR Gold Shares
-1.49%
-$3,849.69 
RPRX Royalty Pharma plc
-1%
-$34,361.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$154,484.87 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,479.99 
SCHF Schwab International Equity ETF
-0.58%
-$15,004.96 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,832.3 
COF Capital One Financial Corporation
-0.54%
-$1,226.06 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,336.65 
AXP American Express Company
-0.38%
-$3,555.97 
FBND Fidelity Total Bond ETF
-0.27%
-$4,294.2 
VB Vanguard Small-Cap ETF
-0.22%
-$25,981.43 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$261 
V Visa Inc. Class A
-0.04%
-$447.97 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$232.26 Events
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Dividends
Dividend Analysis
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| Trades 240 | Longs Won 182/240 75% | Profit Factor 42.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $489,899.26 | Best Trade (Aug 10) $24.67M | Sharpe Ratio -14.75 |
| Average Loss -$35,871.93 | Worst Trade (Jun 30) -$551,652.08 | Z-Score 15.47 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 1d | Expectancy $362,837.89 |
| 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% | 0.92% |
| Consecutive Losing Trades | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $3.17M, VANGUARD TOTAL STOCK MKT ETF - $1.59M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M, and Vanguard FTSE Emerging Markets ETF - $497,785.8. 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 $9.39M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.79M, VANGUARD TOTAL STOCK MKT ETF - $2.18M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.65M, Vanguard FTSE Emerging Markets ETF - $642,585.1, and Vanguard Small-Cap ETF - $527,433.24. 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.
