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:
56.46%
Gain -1.47%
Monthly
0.74%
Yearly
9.28%
Drawdown
15.12%
$159.34M
Equity
Holdings
$159.34M
Investment
$109.03M
$48.52M
Profit -$1.84M
Realized
-$1.78M
Unrealized
$50.3M
Dividends
$14.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.47%
Profit
-$1.84M
Win %
77%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$672,246.16
Win %
77%
This Month
Compared to last month
Gain
-0.08%
Profit
-$121,408.25
Win %
77%
This Year
Compared to last year
Gain
17.51%
Profit
$23.74M
Win %
77%
GOOGL Alphabet Inc
+6.73%
+$89,003.67 
MSFT Microsoft Corp.
+3.02%
+$138,256.52 
ERII Energy Recovery Inc.
+2.61%
+$7,172.88 
CVX Chevron Corporation
+2.37%
+$85,449.84 
HP Helmerich & Payne Inc.
+2.37%
+$8,112 
GLW Corning Incorporated
+2.24%
+$258,159.03 
DVN Devon Energy Corporation
+2.17%
+$45,436.8 
CSCO Cisco Systems, Inc.
+2.14%
+$180,935.37 
LNG Cheniere Energy Inc.
+2.13%
+$9,824.35 
OXY Occidental Petroleum Corporation
+2%
+$11,635.68 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+1.99%
+$6,279.84 
MTRX Matrix Service Company
+1.93%
+$13,563.22 
ZBRA Zebra Technologies Corporation
+1.82%
+$13,440 
ORCL Oracle Corporation
+1.81%
+$57,290.31 
CSW CSW Industrials Inc.
+1.76%
+$8,295 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$14,911.15 
J Jacobs Solutions Inc.
+1.64%
+$48,983.44 
KMI Kinder Morgan, Inc.
+1.64%
+$89,714.56 
VZ Verizon Communications Inc.
+1.52%
+$59,761.1 
SLB Schlumberger Limited
+1.39%
+$55,404.36 
SCHW Charles Schwab Corporation
+0.87%
+$8,459.36 
HAE Haemonetics Corporation
+0.85%
+$7,850.88 
GEV GE Vernova Inc.
+0.85%
+$17,567.34 
BMY Bristol-Myers Squibb Company
+0.69%
+$27,846.45 
HSIC Henry Schein, Inc.
+0.68%
+$2,949.88 
PFE Pfizer Inc.
+0.4%
+$9,507.3 
GD General Dynamics Corporation
+0.32%
+$14,982.82 
MRK Merck & Co., Inc.
+0.32%
+$11,988.69 
JNJ Johnson & Johnson
+0.21%
+$10,773.84 
WMT Walmart Inc.
+0.09%
+$5,479.11 
DIS The Walt Disney Company
+0.06%
+$1,664.58 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$458.62 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$42.3 
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 
CTVA Corteva Inc.
-11.9%
-$165,679.18 
FMC FMC Corporation
-9.47%
-$5,548.48 
AAPL Apple Inc.
-7.35%
-$56,224.36 
TSN Tyson Foods Inc.
-4.43%
-$161,730.87 
NG NovaGold Resources Inc.
-3.95%
-$2,400 
SMG Scotts Miracle-Gro Co.
-3.85%
-$31,218.1 
CAG Conagra Brands Inc.
-3.46%
-$45,006 
VGZ Vista Gold Corp.
-3.37%
-$672 
UGL ProShares Ultra Gold
-2.99%
-$21,760 
SNN Smith & Nephew plc ADR
-2.38%
-$10,538.22 
RGLD Royal Gold Inc.
-2.31%
-$10,941.73 
BA Boeing Company
-2.15%
-$16,955.08 
NEM Newmont Corporation
-2.14%
-$133,116.75 
FLO Flowers Foods, Inc.
-1.68%
-$1,726.92 
AGX Argan Inc.
-1.63%
-$30,802.75 
GLD SPDR Gold Shares
-1.49%
-$28,858.65 
RL Ralph Lauren Corporation
-1.44%
-$9,842.19 
NI NiSource Inc.
-1.42%
-$6,638.72 
UVV Universal Corporation
-1.09%
-$3,971.84 
BWA BorgWarner Inc.
-1.04%
-$45,298.03 
RPRX Royalty Pharma plc
-1%
-$11,457.8 
RVTY Revvity Inc.
-0.9%
-$4,771.56 
INGR Ingredion Inc.
-0.87%
-$26,602.86 
KMB Kimberly-Clark Corporation
-0.8%
-$22,311.52 
RRR Red Rock Resorts Inc.
-0.76%
-$5,805.03 
DUK Duke Energy Corporation
-0.67%
-$27,946.8 
DAR Darling Ingredients Inc.
-0.59%
-$3,648.6 
PEP PepsiCo, Inc.
-0.46%
-$12,721.28 
HD The Home Depot, Inc.
-0.42%
-$2,143.41 
FDX FedEx Corporation
-0.37%
-$16,902.7 
MDT Medtronic plc
-0.37%
-$12,687.68 
EVRG Evergy Inc.
-0.29%
-$15,417.23 
ELAN Elanco Animal Health Incorporated
-0.27%
-$2,046.1 
NFG National Fuel Gas Company
-0.19%
-$1,012.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,663.42 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$264.57 
TGT Target Corporation
-0.01%
-$84.46 Events
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Dividends
Dividend Analysis
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| Trades 892 | Longs Won 575/892 64% | Profit Factor 3.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,631.27 |
| Average Win $120,625.79 | Best Trade (Aug 18) $8.8M | Sharpe Ratio -11.82 |
| Average Loss -$65,738.84 | Worst Trade (Aug 03) -$1.38M | Z-Score 8.69 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 3d | Expectancy $54,395.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,421 | 2,179 | 1,937 | 1,695 | 1,453 | 1,211 | 969 | 726 | 484 | 242 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,293 | $416,868.37 | $708,330.63 | - | $291,462.26 | 69.92% | -7.354% |
| AGX Argan Inc. | 3,263 | $141,959.1 | $1.86M | - | $1.72M | 1,211.16% | -1.628% |
| BA Boeing Company | 3,562 | $673,231.46 | $769,890.68 | - | $96,659.22 | 14.36% | -2.155% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 18,345 | $1.85M | $1.85M | - | $3,593.32 | 0.19% | +0.025% |
| BMY Bristol-Myers Squibb Company | 61,881 | $3.75M | $4.04M | - | $294,666.62 | 7.86% | +0.694% |
| BWA BorgWarner Inc. | 67,609 | $2.64M | $4.31M | - | $1.67M | 62.98% | -1.04% |
| CAG Conagra Brands Inc. | 86,550 | $2.4M | $1.26M | - | -$1.15M | -47.71% | -3.46% |
| CFR Cullen/Frost Bankers Inc. | 5,232 | $612,902.06 | $870,290.88 | - | $257,388.82 | 42% | +1.743% |
| CSCO Cisco Systems, Inc. | 74,459 | $4.36M | $8.64M | - | $4.27M | 97.95% | +2.14% |
| CSW CSW Industrials Inc. | 1,500 | $529,200 | $478,395 | - | -$50,805 | -9.6% | +1.765% |
| CTVA Corteva Inc. | 15,586 | $763,783.33 | $1.23M | - | $462,990.73 | 60.62% | -11.898% |
| CVX Chevron Corporation | 18,739 | $2.32M | $3.69M | - | $1.37M | 59.2% | +2.371% |
| DAR Darling Ingredients Inc. | 10,135 | $376,616.6 | $614,586.4 | - | $237,969.8 | 63.19% | -0.59% |
| DIS The Walt Disney Company | 30,265 | $3.3M | $2.91M | - | -$383,467.1 | -11.64% | +0.057% |
| DUK Duke Energy Corporation | 33,270 | $3.47M | $4.17M | - | $702,523.75 | 20.24% | -0.665% |
| DVN Devon Energy Corporation | 47,330 | $2.14M | $2.14M | - | -$6,858.76 | -0.32% | +2.173% |
| ELAN Elanco Animal Health Incorporated | 29,230 | $302,577.67 | $771,379.7 | - | $468,802.03 | 154.94% | -0.265% |
| ERII Energy Recovery Inc. | 32,604 | $498,385.91 | $282,024.6 | - | -$216,361.31 | -43.41% | +2.61% |
| EVRG Evergy Inc. | 64,239 | $3.43M | $5.33M | - | $1.9M | 55.39% | -0.288% |
| FDX FedEx Corporation | 14,698 | $2.87M | $4.52M | - | $1.64M | 57.18% | -0.373% |
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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 - $1.29M, Kroger Co - $1.13M, Archer-Daniels-Midland Co - $1.12M, and Merck & Co., Inc - $1.11M. 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 $14.61M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $806,789.19, Chevron Corporation - $687,798.34, Pfizer Inc - $663,918.83, Bristol-Myers Squibb Company - $614,042.82, and Duke Energy Corporation - $593,534.44. 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.
