JK
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:
50.13%
Gain
Monthly
0.7%
Yearly
8.8%
Drawdown
16.47%
$212.22M
Equity
Holdings
$212.22M
Investment
$139.51M
$80.09M
Profit -$0.21
Realized
$7.38M
Unrealized
$72.72M
Dividends
$8.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$0.21
Win %
92%
This Week
Compared To Last Week
Gain
0%
Profit
-$0.21
Win %
92%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.15M
Win %
92%
This Year
Compared to last year
Gain
7.11%
Profit
$14.42M
Win %
92%
QCOM QUALCOMM Incorporated
+6.17%
+$25,031.7 
IGM iShares Expanded Tech Sector ETF
+2.91%
+$38,333.24 
AMZN Amazon.com Inc
+2.9%
+$32,107.4 
SYK Stryker Corporation
+2.21%
+$4,795.19 
IJR iShares Core S&P Small-Cap ETF
+1.81%
+$14,752.38 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$110,770.56 
VUG Vanguard Growth ETF
+1.6%
+$35,074.74 
SCHE Schwab Emerging Markets Equity ETF
+1.51%
+$14,381.4 
GOOG Alphabet Inc
+1.48%
+$25,727.9 
VB Vanguard Small-Cap ETF
+1.17%
+$134,387.16 
GOOGL Alphabet Inc
+1.17%
+$20,351.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.16%
+$734,392.21 
IWV ISHARES RUSSELL 3000 ETF
+1.12%
+$2,580.29 
SCHF Schwab International Equity ETF
+1.11%
+$27,986.8 
IVV iShares Core S&P 500 ETF
+1.01%
+$4,530 
VOO Vanguard S&P 500 ETF
+0.98%
+$607,678.41 
SPY SPDR S&P 500 ETF Trust
+0.78%
+$53,984.92 
AAPL Apple Inc.
+0.7%
+$42,730.58 
TMO Thermo Fisher Scientific Inc.
+0.63%
+$2,762.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.43%
+$100,756.51 
EQIX Equinix, Inc.
+0.34%
+$1,240.43 
COF Capital One Financial Corporation
+0.33%
+$1,432.2 
FBND Fidelity Total Bond ETF
+0.29%
+$2,370.55 
MSFT Microsoft Corp.
+0.13%
+$2,109.41 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.12%
+$1,545.3 
JCI
0%
$0 
SCHW Charles Schwab Corporation
-2.97%
-$25,290 
BKR Baker Hughes Company
-2.76%
-$6,225 
JPM JPMorgan Chase & Co.
-2.47%
-$16,208.06 
OXY Occidental Petroleum Corporation
-2.3%
-$13,868.97 
WFC Wells Fargo & Company
-1.92%
-$8,452.5 
RPRX Royalty Pharma plc
-1.38%
-$43,097.6 
MRSH Marsh & McLennan Companies, Inc.
-1.1%
-$3,882.45 
V Visa Inc. Class A
-0.95%
-$10,048.03 
MS Morgan Stanley
-0.8%
-$2,685.01 
AXP American Express Company
-0.75%
-$7,112.03 
BAC Bank of America Corporation
-0.58%
-$6,435 
GLD SPDR Gold Shares
-0.38%
-$1,013.81 
GS The Goldman Sachs Group, Inc.
-0.23%
-$2,579.95 
VNQ Vanguard Real Estate ETF
-0.05%
-$260.6 Events
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Dividends
Dividend Analysis
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| Trades 223 | Longs Won 159/223 71% | Profit Factor 39.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.82M |
| Average Win $516,950.8 | Best Trade (Jun 15) $23.41M | Sharpe Ratio -5.9 |
| Average Loss -$32,836.56 | Worst Trade (Jun 30) -$551,652.08 | Z-Score 9.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4d | Expectancy $359,164.29 |
| 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% | 0.82% |
| Consecutive Losing Trades | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
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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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