JK
Joshua Kirby Portfolio
Invests via Guardian Wealth Management Inc. | Managed by Joshua Kirby
Invests via Guardian Wealth Management Inc.
Managed by Joshua Kirby
Automatically Tracked
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.
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.
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:
81.11%
Gain 0%
Monthly
1%
Yearly
12.67%
Drawdown
22.67%
$201.09M
Equity
Holdings
$201.09M
Investment
$160.86M
$58.3M
Profit -$16,542.44
Realized
$18.07M
Unrealized
$40.23M
Dividends
$10.45M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
-$16,542.44
Win %
71%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$442,918.05
Win %
71%
This Month
Compared to last month
Gain
-1.36%
Profit
-$2.77M
Win %
71%
This Year
Compared to last year
Gain
-1.36%
Profit
-$2.77M
Win %
71%
GPN Global Payments Inc.
+5.72%
+$114,747.7 
MSFT Microsoft Corp.
+1.71%
+$3,800.69 
GOOG Alphabet Inc
+1.53%
+$4,763.07 
STRL Sterling Infrastructure, Inc.
+1.52%
+$97,264.64 
PSX Phillips 66
+1.42%
+$11,254.32 
COP ConocoPhillips
+1.29%
+$50,311.12 
VNOM Viper Energy Inc. Class A Common Stock
+0.96%
+$60,562.36 
OXY Occidental Petroleum Corporation
+0.93%
+$54,924.45 
ABT Abbott Laboratories
+0.89%
+$23,486.4 
ANET Arista Networks, Inc.
+0.61%
+$70,538.35 
MA Mastercard Incorporated
+0.53%
+$13,164.6 
NICE Nice Ltd. Sponsored ADR
+0.51%
+$12,267.54 
SIRI Sirius XM Holdings Inc.
+0.39%
+$4,605.24 
NPK National Presto Industries Inc.
+0.36%
+$10,105.92 
NVDA NVIDIA Corporation
+0.26%
+$1,459.65 
MMM 3M Company
+0.25%
+$4,427.6 
STAG Stag Industrial Inc.
+0.24%
+$5,634.2 
LMT Lockheed Martin Corporation
+0.11%
+$1,449.42 
SSNC SS&C Technologies Holdings Inc.
+0.04%
+$1,972.28 
BR Broadridge Financial Solutions, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UTI Universal Technical Institute Inc.
-3.9%
-$222,224.08 
KKR KKR & Co. Inc.
-3.82%
-$110,654.62 
WBD Warner Bros. Discovery, Inc.
-3.56%
-$54,956.67 
PINE Alpine Income Property Trust, Inc.
-2.78%
-$48,044.26 
EXP Eagle Materials Inc.
-2.63%
-$13,714.35 
RPC P10 Inc.
-2.51%
-$83,750.7 
APO Apollo Global Management, Inc.
-2.39%
-$140,573.12 
AZN AstraZeneca PLC American Depositary Shares
-2.26%
-$5,310.47 
BN Brookfield Corporation
-2.25%
-$93,466.52 
AAPL Apple Inc.
-2.09%
-$33,873.89 
DE Deere & Company
-2.05%
-$3,895.5 
LLY Eli Lilly and Company
-2.04%
-$187,986.92 
AMCR Amcor plc
-1.91%
-$43,561.56 
CAT Caterpillar Inc.
-1.9%
-$109,771.08 
PEP PepsiCo, Inc.
-1.68%
-$39,539.88 
AZO AutoZone Inc.
-1.62%
-$106,651.46 
LKQ LKQ Corporation
-1.6%
-$71,592.66 
KLAC KLA Corporation
-1.48%
-$2,429.35 
JNJ Johnson & Johnson
-1.43%
-$52,874.36 
LH Labcorp Holdings Inc.
-1.42%
-$26,029.85 
AYI Acuity Brands Inc.
-1.38%
-$52,166.76 
DIS The Walt Disney Company
-1.35%
-$17,785.37 
GRMN Garmin Ltd.
-1.32%
-$4,046.7 
SFM Sprouts Farmers Market, Inc.
-1.27%
-$62,115.84 
PG Procter & Gamble Co
-0.96%
-$24,890.12 
FRPH FRP Holdings, Inc.
-0.88%
-$16,526.04 
ZTS Zoetis Inc.
-0.85%
-$41,680.6 
JPM JPMorgan Chase & Co.
-0.77%
-$1,774.09 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$4,202.55 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$44,192.83 
NNI Nelnet, Inc.
-0.59%
-$42,212.07 
CASH Pathward Financial, Inc.
-0.58%
-$30,090.86 
VOOV Vanguard S&P 500 Value ETF
-0.58%
-$1,679.49 
ABBV AbbVie Inc.
-0.52%
-$38,332.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$5,948.9 
VTV Vanguard Value ETF
-0.39%
-$1,465.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$14,664.63 
POOL Pool Corporation
-0.3%
-$14,802.87 
WM Waste Management, Inc.
-0.27%
-$10,001.28 
UL Unilever PLC Sponsored American Depositary Receipt
-0.25%
-$4,676.66 
BSM Black Stone Minerals, L.P.
-0.21%
-$353.34 
KMB Kimberly-Clark Corporation
-0.17%
-$3,375.73 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$1,293.36 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$4,968.77 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$272.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2618 | Longs Won 1407/2618 53% | Profit Factor 3.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $289,085.3 |
| Average Win $58,505.99 | Best Trade (Jun 30) $8.02M | Sharpe Ratio -18.74 |
| Average Loss -$19,830.12 | Worst Trade (Dec 31) -$959,415.36 | Z-Score -5.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 6d | Expectancy $22,270.3 |
| 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 | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Joshua Kirby?
The largest contributions to the portfolio's profits come from the following stocks: Sterling Infrastructure, Inc - $22.96M, Check Point Software Technologies Ltd - $2.07M, Enstar Group Ltd - $1.39M, AbbVie Inc - $916,843.52, and Phillips 66 - $712,335.82. 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: LKQ Corporation - $1.8M, Revvity Inc - $1.13M, Sitio Royalties Corp - $982,510.93, Nice Ltd. Sponsored ADR - $974,467.07, and Medical Properties Trust, Inc - $801,416.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Kirby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.45M earned over time. The largest contributors to dividend income include AbbVie Inc - $756,820.66, Sitio Royalties Corp - $709,259.48, LKQ Corporation - $377,794.66, ConocoPhillips - $375,135.88, and PepsiCo, Inc - $350,232.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Kirby's monthly returns?
Joshua Kirby'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 Joshua Kirby's strategy be considered aggressive or moderate?
Joshua Kirby'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 Joshua Kirby's strategy?
Joshua Kirby'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.
