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:
43.26%
Gain +0.25%
Monthly
0.65%
Yearly
8.07%
Drawdown
15.14%
$152.17M
Equity
Holdings
$152.17M
Investment
$109.03M
$40.96M
Profit +$349,285.37
Realized
-$2.18M
Unrealized
$43.14M
Dividends
$14.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$349,285.37
Win %
71%
This Week
Compared To Last Week
Gain
0.41%
Profit
$613,343.74
Win %
71%
This Month
Compared to last month
Gain
-5.22%
Profit
-$8.38M
Win %
71%
This Year
Compared to last year
Gain
12.23%
Profit
$16.58M
Win %
71%
AGX Argan Inc.
+8.82%
+$158,663.37 
VGZ Vista Gold Corp.
+2.6%
+$448 
GEV GE Vernova Inc.
+2.28%
+$50,968.43 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+2.28%
+$6,728.4 
MSFT Microsoft Corp.
+2.09%
+$83,542.63 
CAG Conagra Brands Inc.
+1.72%
+$21,204.75 
GOOGL Alphabet Inc
+1.53%
+$20,953.69 
CVX Chevron Corporation
+1.5%
+$52,843.98 
NG NovaGold Resources Inc.
+1.45%
+$750 
HAE Haemonetics Corporation
+1.36%
+$11,558.24 
LNG Cheniere Energy Inc.
+1.28%
+$6,008.69 
KMI Kinder Morgan, Inc.
+1.27%
+$70,736.48 
OXY Occidental Petroleum Corporation
+1.19%
+$6,804.8 
RRR Red Rock Resorts Inc.
+0.97%
+$7,430.44 
SCHW Charles Schwab Corporation
+0.96%
+$9,110.08 
GD General Dynamics Corporation
+0.93%
+$42,001.14 
DAR Darling Ingredients Inc.
+0.9%
+$5,776.95 
DVN Devon Energy Corporation
+0.79%
+$16,328.85 
MDT Medtronic plc
+0.77%
+$25,375.36 
TSN Tyson Foods Inc.
+0.74%
+$25,852.89 
DUK Duke Energy Corporation
+0.62%
+$25,950.53 
FMC FMC Corporation
+0.49%
+$272.47 
NFG National Fuel Gas Company
+0.48%
+$2,437.05 
UVV Universal Corporation
+0.41%
+$1,506.56 
FLO Flowers Foods, Inc.
+0.29%
+$359.77 
NEM Newmont Corporation
+0.23%
+$13,636.35 
TGT Target Corporation
+0.09%
+$549.51 
INGR Ingredion Inc.
+0.07%
+$2,140.46 
GLW Corning Incorporated
+0.04%
+$5,538.06 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$275.18 
HP Helmerich & Payne Inc.
+0.01%
+$50.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$42.3 
GOLD
0%
$0 
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 
RVTY Revvity Inc.
-2.98%
-$15,343.84 
ORCL Oracle Corporation
-2.48%
-$77,627.13 
AAPL Apple Inc.
-2.33%
-$17,793.66 
MRK Merck & Co., Inc.
-1.99%
-$74,123.4 
CSW CSW Industrials Inc.
-1.99%
-$8,325 
FDX FedEx Corporation
-1.95%
-$89,804.93 
SMG Scotts Miracle-Gro Co.
-1.93%
-$16,261.9 
HSIC Henry Schein, Inc.
-1.91%
-$8,519.05 
HD The Home Depot, Inc.
-1.9%
-$9,899.64 
PEP PepsiCo, Inc.
-1.7%
-$46,313.41 
WMT Walmart Inc.
-1.64%
-$102,457.3 
BA Boeing Company
-1.43%
-$10,935.34 
JNJ Johnson & Johnson
-1.39%
-$71,554.42 
ELAN Elanco Animal Health Incorporated
-1.37%
-$10,376.65 
DIS The Walt Disney Company
-1.3%
-$38,436.55 
RL Ralph Lauren Corporation
-1.2%
-$8,039.85 
NI NiSource Inc.
-1.04%
-$4,979.04 
BWA BorgWarner Inc.
-0.86%
-$36,508.86 
PFE Pfizer Inc.
-0.8%
-$19,014.5 
CFR Cullen/Frost Bankers Inc.
-0.77%
-$6,540 
ERII Energy Recovery Inc.
-0.75%
-$2,119.26 
J Jacobs Solutions Inc.
-0.72%
-$21,346 
RGLD Royal Gold Inc.
-0.52%
-$2,286.34 
SLB Schlumberger Limited
-0.44%
-$16,702.78 
UGL ProShares Ultra Gold
-0.44%
-$3,040 
BMY Bristol-Myers Squibb Company
-0.37%
-$13,923.23 
EVRG Evergy Inc.
-0.35%
-$19,271.7 
SNN Smith & Nephew plc ADR
-0.34%
-$1,437.03 
ZBRA Zebra Technologies Corporation
-0.34%
-$2,304 
MTRX Matrix Service Company
-0.33%
-$2,466.04 
GLD SPDR Gold Shares
-0.21%
-$4,005.3 
RPRX Royalty Pharma plc
-0.21%
-$2,330.4 
CTVA Corteva Inc.
-0.14%
-$1,870.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$2,772.28 
VZ Verizon Communications Inc.
-0.13%
-$4,695.52 
KMB Kimberly-Clark Corporation
-0.12%
-$3,169.25 
CSCO Cisco Systems, Inc.
-0.09%
-$7,818.19 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$396.86 Events
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Dividends
Dividend Analysis
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| Trades 892 | Longs Won 550/892 61% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,436.65 |
| Average Win $112,914.06 | Best Trade (Jul 22) $8.1M | Sharpe Ratio -11.82 |
| Average Loss -$61,819.58 | Worst Trade (Jul 21) -$1.39M | Z-Score 6.64 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 5d | Expectancy $45,919.54 |
| 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 | 2,463 | 2,217 | 1,970 | 1,724 | 1,478 | 1,232 | 985 | 739 | 493 | 246 |
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 John Keene?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $1.36M, Molson Coors Beverage Company - $1.29M, Merck & Co., Inc - $1.13M, Kroger Co - $1.13M, and Archer-Daniels-Midland Co - $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 $14.38M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $746,387.79, Chevron Corporation - $654,442.92, Pfizer Inc - $623,037.44, Duke Energy Corporation - $593,534.44, and Bristol-Myers Squibb Company - $574,557.75. 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.
