Joshua Kirby Portfolio

Invests via Guardian Wealth Management Inc. | Managed by Joshua Kirby

Invests via Guardian Wealth Management Inc.

Managed by Joshua Kirby

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Tracking: 0 Updated: 19 hours ago

Joshua Kirby Profile

Joshua Kirby has cultivated a strong profile as an entrepreneurial founder with expertise in technology innovation and business development. He co-founded several successful startups, focusing on leveraging cutting-edge solutions to drive market expansion and consumer engagement. His leadership emphasizes the integration of technology into everyday processes, establishing efficient operational frameworks that attract investment interest. With a rich educational background in engineering and business management, he remains actively involved in mentoring emerging entrepreneurs while seeking collaborative opportunities across various sectors. Joshua's ability to navigate complex market dynamics positions him as a key player within the startup ecosystem.

Investment Philosophy & Strategy

Growth opportunities within the technology sector captivate Joshua Kirby, whose entrepreneurial journey reflects a profound commitment to innovation and transformation. By blending engineering insights with strategic acumen, he identifies emerging trends that can drive significant market shifts. His focus on building scalable platforms enables disruptive solutions that resonate with consumers, positioning his ventures for rapid adoption. Continually exploring synergies across different industries allows him to foster collaboration and enhance value creation in new markets. This multifaceted approach underscores his adaptability in the face of evolving technological landscapes.

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:

42.21%

Gain +1.66%

Monthly

0.49%

Yearly

6.1%

Drawdown

15.11%

$196.5M

Equity

Holdings

$196.5M

Investment

$141.61M

$56.67M

Profit +$3.79M

Realized

$1.77M

Unrealized

$54.89M

Dividends

$9.34M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.66%

Profit

$3.79M

Win %

67%

This Week

Compared To Last Week

Gain

0.06%

Profit

$111,979.7

Win %

67%

This Month

Compared to last month

Gain

0.47%

Profit

$925,633.54

Win %

67%

This Year

Compared to last year

Gain

6.72%

Profit

$13.28M

Win %

67%

Gainers
Losers

ASML ASML Holding N.V. New York Registry Shares

+9.71%

+$643,077.9

STRL Sterling Infrastructure, Inc.

+8.88%

+$2.28M

CAT Caterpillar Inc.

+4.73%

+$263,475.52

AMCR Amcor plc

+4.62%

+$88,219.99

GPN Global Payments Inc.

+4.59%

+$71,434.3

LMT Lockheed Martin Corporation

+4.4%

+$59,272.03

ANET Arista Networks, Inc.

+2.94%

+$303,570.58

GRMN Garmin Ltd.

+2.81%

+$7,995

UTI Universal Technical Institute Inc.

+2.72%

+$154,575

AYI Acuity Brands Inc.

+2.62%

+$79,587.51

LLY Eli Lilly and Company

+2.37%

+$202,820.08

NVDA NVIDIA Corporation

+2.32%

+$13,038.51

WBD Warner Bros. Discovery, Inc.

+2.17%

+$35,424.36

VBR VANGUARD SMALL-CAP VALUE ETF

+1.93%

+$11,346.57

DIS The Walt Disney Company

+1.92%

+$24,811.24

EXP Eagle Materials Inc.

+1.91%

+$14,306.05

SCHB Schwab U.S. Broad Market ETF

+1.85%

+$22,969.92

LKQ LKQ Corporation

+1.75%

+$75,698.06

VTV Vanguard Value ETF

+1.68%

+$6,123.22

CASH Pathward Financial, Inc.

+1.59%

+$72,066.8

NPK National Presto Industries Inc.

+1.58%

+$50,554.62

SFM Sprouts Farmers Market, Inc.

+1.37%

+$39,105.78

AAPL Apple Inc.

+1.19%

+$17,177.33

VOOV Vanguard S&P 500 Value ETF

+1.05%

+$2,877.36

MMM 3M Company

+0.94%

+$15,659.8

SCHD Schwab U.S. Dividend Equity ETF

+0.9%

+$11,062.05

BN Brookfield Corporation

+0.72%

+$29,643.2

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.67%

+$27,722.2

GOOG Alphabet Inc

+0.54%

+$1,679.59

ABT Abbott Laboratories

+0.49%

+$11,194.04

PLTR Palantir Technologies Inc.

+0.47%

+$1,434.09

APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053

+0.43%

+$5,234.35

VCSH Vanguard Short-Term Corporate Bond ETF

+0.27%

+$11,905.19

STAG Stag Industrial Inc.

+0.21%

+$4,305.04

ABBV AbbVie Inc.

+0.11%

+$7,100.25

JNJ Johnson & Johnson

+0.09%

+$2,979.97

KKR KKR & Co. Inc.

+0.08%

+$2,365.77

KMB Kimberly-Clark Corporation

+0.05%

+$851.6

VBIL Vanguard 3-Month Treasury Bill ETF

+0.01%

+$383.77

AZN

SIRI

COP ConocoPhillips

-3.69%

-$144,892.01

OXY Occidental Petroleum Corporation

-2.69%

-$164,892.56

PINE Alpine Income Property Trust, Inc.

-2.67%

-$39,887.64

WM Waste Management, Inc.

-2.38%

-$81,266.51

VNOM Viper Energy Inc. Class A Common Stock

-2.22%

-$138,486.09

PSX Phillips 66

-2.04%

-$14,100.7

MSFT Microsoft Corp.

-1.85%

-$5,093.54

NNI Nelnet, Inc.

-1.65%

-$110,415.4

BR Broadridge Financial Solutions, Inc.

-1.39%

-$4,355.4

FRPH FRP Holdings, Inc.

-1.12%

-$25,145.19

AZO AutoZone Inc.

-0.83%

-$54,444.98

RPC P10 Inc.

-0.79%

-$23,982.47

SSNC SS&C Technologies Holdings Inc.

-0.65%

-$33,194.92

MA Mastercard Incorporated

-0.46%

-$9,958.98

PEP PepsiCo, Inc.

-0.42%

-$9,956.57

PG Procter & Gamble Co

-0.41%

-$10,253.33

UL Unilever PLC Sponsored American Depositary Receipt

-0.41%

-$6,796.32

BSM Black Stone Minerals, L.P.

-0.14%

-$248.14

NICE Nice Ltd. Sponsored ADR

-0.04%

-$1,025.16

Events

Dividends

Dividend Analysis

No Data

Trades 2553	Longs Won 1341/2553 52%	Profit Factor 3.72
Profitability	Shorts Won 0/0 0%	Standard Deviation $289,153.1
Average Win $57,804.71	Best Trade (Jun 11) $8.12M	Sharpe Ratio -8.02
Average Loss -$17,203.19	Worst Trade (Jun 10) -$1.12M	Z-Score -6.1 (100%)
Commissions $0	Avg. Trade Length 1y 9m 3w	Expectancy $22,195.79

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	11,364	10,227	9,091	7,955	6,818	5,682	4,545	3,409	2,273	1,136