John Keene Portfolio
Invests via Keene & Associates Inc. | Managed by Cary Street Partners Investment Advisory LLC, John Hart Keene
Invests via Keene & Associates Inc.
Managed by Cary Street Partners Investment Advisory LLC, John Hart Keene
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John Keene Profile
With a robust background in technology and finance, John Keene has established himself as a prominent figure in the entrepreneurial landscape. His career trajectory encompasses leadership roles that blend operational expertise with strategic vision, most notably within innovative startups. Known for driving growth through technology commercialization, he has successfully launched products that resonate within competitive markets. Beyond his operational acumen, he plays a pivotal role in mentoring emerging talent and fostering investment opportunities across sectors. This unique combination of skills makes him an influential player poised to shape future ventures and attract capital into promising ideas.
With a robust background in technology and finance, John Keene has established himself as a prominent figure in the entrepreneurial landscape. His career trajectory encompasses leadership roles that blend operational expertise with strategic vision, most notably within innovative startups. Known for driving growth through technology commercialization, he has successfully launched products that resonate within competitive markets. Beyond his operational acumen, he plays a pivotal role in mentoring emerging talent and fostering investment opportunities across sectors. This unique combination of skills makes him an influential player poised to shape future ventures and attract capital into promising ideas.
Investment Philosophy & Strategy
John Keene leverages his deep expertise in technology to identify and capitalize on emerging opportunities. His investment approach revolves around identifying innovative startups that are ripe for growth, focusing on those with disruptive potential and scalable business models. Through strategic mentoring, he cultivates talent within these enterprises, fostering a collaborative environment that encourages creativity and resilience. With a keen eye for market dynamics, he navigates competitive landscapes effectively while enhancing operational efficiencies across various ventures. This multifaceted strategy underlines his commitment to driving value creation through technological advancements.
John Keene leverages his deep expertise in technology to identify and capitalize on emerging opportunities. His investment approach revolves around identifying innovative startups that are ripe for growth, focusing on those with disruptive potential and scalable business models. Through strategic mentoring, he cultivates talent within these enterprises, fostering a collaborative environment that encourages creativity and resilience. With a keen eye for market dynamics, he navigates competitive landscapes effectively while enhancing operational efficiencies across various ventures. This multifaceted strategy underlines his commitment to driving value creation through technological advancements.
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:
59.53%
Gain +0.57%
Monthly
0.64%
Yearly
7.93%
Drawdown
15.12%
$153.43M
Equity
Holdings
$153.43M
Investment
$109.03M
$42.61M
Profit +$723,004.58
Realized
-$1.78M
Unrealized
$44.39M
Dividends
$15.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$723,004.58
Win %
73%
This Week
Compared To Last Week
Gain
0.47%
Profit
$723,004.58
Win %
73%
This Month
Compared to last month
Gain
1.95%
Profit
$2.93M
Win %
73%
This Year
Compared to last year
Gain
13.15%
Profit
$17.83M
Win %
73%
GEV GE Vernova Inc.
+4.69%
+$80,860.5 
CSCO Cisco Systems, Inc.
+3.14%
+$248,693.06 
GLW Corning Incorporated
+3.08%
+$324,615.81 
DAR Darling Ingredients Inc.
+2.69%
+$15,354.52 
RGLD Royal Gold, Inc.
+2.67%
+$14,149.65 
RL Ralph Lauren Corp. Class A Common Stock
+2.67%
+$17,784.87 
HP Helmerich & Payne, Inc.
+2.16%
+$8,517.6 
AGX Argan Inc.
+1.9%
+$20,556.9 
RPRX Royalty Pharma plc Class A Ordinary Shares
+1.75%
+$21,750.4 
BWA BorgWarner Inc.
+1.73%
+$64,228.55 
GD General Dynamics Corp.
+1.48%
+$63,369.96 
CFR Cullen/Frost Bankers, Inc.
+1.46%
+$12,033.58 
RRR Red Rock Resorts, Inc.
+1.38%
+$8,115.19 
MTRX Matrix Service Company
+1.29%
+$7,706.37 
J Jacobs Solutions Inc.
+1.29%
+$41,905.56 
RVTY Revvity Inc.
+1.18%
+$8,724.47 
LNG Cheniere Energy Inc.
+1.12%
+$5,981.95 
MSFT Microsoft Corporation Common Stock
+1.12%
+$59,586.37 
CSW CSW Industrials Inc.
+1.01%
+$4,462.5 
NG NovaGold Resources Inc.
+1%
+$600 
ERII Energy Recovery, Inc.
+0.97%
+$2,119.26 
UGL ProShares Ultra Gold
+0.95%
+$6,400 
FDX FedEx Corp.
+0.94%
+$41,301.38 
ORCL Oracle Corporation
+0.9%
+$28,025.13 
NEM Newmont Corporation
+0.87%
+$61,363.57 
JNJ Johnson & Johnson
+0.84%
+$45,128.16 
ZBRA Zebra Technologies Corp. Class A Common Stock
+0.66%
+$6,486.02 
NFG National Fuel Gas Company
+0.65%
+$3,291.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$11,732.78 
GLD SPDR Gold Shares
+0.43%
+$8,164.7 
ELAN Elanco Animal Health Incorporated
+0.4%
+$2,630.7 
WMT Walmart Inc.
+0.38%
+$25,033.55 
DVN Devon Energy Corporation
+0.35%
+$8,519.4 
INGR Ingredion Incorporated
+0.3%
+$8,714.73 
HAE Haemonetics Corporation
+0.28%
+$3,652.84 
PEP PepsiCo, Inc.
+0.27%
+$7,155.72 
NI NiSource Inc.
+0.25%
+$1,141.03 
EVRG Evergy Inc.
+0.06%
+$3,211.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$105.75 
BILZ PIMCO Ultra Short Government Active ETF
+0.01%
+$183.45 
GOOGL Alphabet Inc
0%
+$11.49 
HSII Heidrick & Struggles International Inc.
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
NGD New Gold Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
THS TreeHouse Foods Inc.
0%
$0 GOLD
GOLD
0%
$0 
FMC FMC Corporation
-4.16%
-$1,040.34 
CAG Conagra Brands Inc.
-2.56%
-$32,889 
VZ Verizon Communications Inc.
-2.48%
-$94,764.03 
MRK Merck & Co., Inc.
-1.96%
-$83,334 
TGT Target Corp.
-1.87%
-$12,046.91 
DIS The Walt Disney Company
-1.78%
-$60,530 
SLB SLB N.V.
-1.66%
-$71,699.84 
KMI Kinder Morgan Inc.
-1.35%
-$80,225.52 
SNN Smith & Nephew plc Sponsored ADR
-1.12%
-$4,721.67 
FLO Flowers Foods, Inc.
-1.06%
-$935.41 
TMV Direxion Daily 20+ Year Treasury Bear 3x Shares
-1.06%
-$3,438.96 
SMG The Scotts Miracle-Gro Company
-0.95%
-$6,706.55 
TSN Tyson Foods, Inc. Class A Common Stock
-0.83%
-$28,257.81 
MDT Medtronic plc
-0.78%
-$29,340.26 
AAPL Apple Inc.
-0.65%
-$5,170.72 
PFE Pfizer Inc.
-0.63%
-$18,063.97 
SCHW The Charles Schwab Corporation
-0.58%
-$4,926.88 
KMB Kimberly-Clark Corporation
-0.46%
-$12,930.54 
HD The Home Depot, Inc.
-0.37%
-$1,819.54 
BMY Bristol-Myers Squibb Company
-0.36%
-$13,613.82 
DUK Duke Energy Corporation
-0.35%
-$14,638.8 
CVX Chevron Corporation
-0.27%
-$11,805.57 
UVV Universal Corp.
-0.27%
-$719.04 
HSIC Henry Schein, Inc.
-0.23%
-$991.77 
VGZ Vista Gold Corp.
-0.19%
-$56 
CTVA Corteva Inc.
-0.16%
-$311.72 
BA The Boeing Company
-0.11%
-$712.44 
OXY Occidental Petroleum Corp.
-0.1%
-$675.28 
VGSH Vanguard Short-Term Treasury ETF
-0.02%
-$88.19 Events
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Dividends
Dividend Analysis
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| Trades 892 | Longs Won 557/892 62% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,822.22 |
| Average Win $114,165.83 | Best Trade (Oct 14) $6.7M | Sharpe Ratio -11.82 |
| Average Loss -$62,626.86 | Worst Trade (Oct 14) -$1.21M | Z-Score 3.22 (99.87%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w | Expectancy $47,769.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,451 | 2,206 | 1,961 | 1,716 | 1,471 | 1,225 | 980 | 735 | 490 | 245 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,293 | $416,868.37 | $792,162.71 | - | $375,294.34 | 90.03% | -0.649% |
| AGX Argan Inc. | 3,263 | $141,959.1 | $1.1M | - | $958,748.69 | 675.37% | +1.903% |
| BA The Boeing Company | 3,562 | $673,231.46 | $670,190.3 | - | -$3,041.16 | -0.45% | -0.106% |
| BILZ PIMCO Ultra Short Government Active ETF | 18,345 | $1.85M | $1.85M | - | $2,217.45 | 0.12% | +0.01% |
| BMY Bristol-Myers Squibb Company | 61,881 | $3.75M | $3.79M | - | $44,048.57 | 1.18% | -0.358% |
| BWA BorgWarner Inc. | 67,609 | $2.64M | $3.78M | - | $1.14M | 42.96% | +1.729% |
| CAG Conagra Brands Inc. | 86,550 | $2.4M | $1.25M | - | -$1.15M | -47.82% | -2.557% |
| CFR Cullen/Frost Bankers, Inc. | 5,232 | $612,902.06 | $833,719.2 | - | $220,817.14 | 36.03% | +1.464% |
| CSCO Cisco Systems, Inc. | 74,459 | $4.36M | $8.18M | - | $3.82M | 87.45% | +3.136% |
| CSW CSW Industrials Inc. | 1,500 | $529,200 | $448,192.51 | - | -$81,007.49 | -15.31% | +1.006% |
| CTVA Corteva Inc. | 15,586 | $763,783.33 | $193,733.98 | - | -$570,049.35 | -74.63% | -0.161% |
| CVX Chevron Corporation | 18,739 | $2.32M | $4.36M | - | $2.04M | 88.08% | -0.27% |
| DAR Darling Ingredients Inc. | 10,135 | $376,616.6 | $585,346.92 | - | $208,730.32 | 55.42% | +2.694% |
| DIS The Walt Disney Company | 30,265 | $3.3M | $3.34M | - | $49,473.73 | 1.5% | -1.777% |
| DUK Duke Energy Corporation | 33,270 | $3.47M | $4.14M | - | $672,913.45 | 19.39% | -0.352% |
| DVN Devon Energy Corporation | 47,330 | $2.14M | $2.44M | - | $297,946.44 | 13.9% | +0.35% |
| ELAN Elanco Animal Health Incorporated | 29,230 | $302,577.67 | $660,890.3 | - | $358,312.63 | 118.42% | +0.4% |
| ERII Energy Recovery, Inc. | 32,604 | $498,385.91 | $219,913.98 | - | -$278,471.93 | -55.87% | +0.973% |
| EVRG Evergy Inc. | 64,239 | $3.43M | $5.43M | - | $2M | 58.14% | +0.059% |
| FDX FedEx Corp. | 14,698 | $2.87M | $4.43M | - | $1.56M | 54.18% | +0.941% |
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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 John Keene?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $1.39M, Molson Coors Beverage Company Class B Common Stock - $1.29M, Merck & Co., Inc - $1.14M, The Kroger Co - $1.13M, and Archer-Daniels-Midland Company - $1.12M. 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: Walgreens Boots Alliance Inc - $1.73M, Intel Corporation - $1.65M, Organon & Co - $1.33M, The Walt Disney Company - $1.06M, and 3M Company - $819,289.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Keene's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.19M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $867,190.59, Chevron Corporation - $687,798.34, Pfizer Inc - $663,918.83, Bristol-Myers Squibb Company - $653,027.85, and Duke Energy Corporation - $629,632.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Keene's monthly returns?
John Keene'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 John Keene's strategy be considered aggressive or moderate?
John Keene's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Keene's strategy?
John Keene'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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