Cindi Hill Portfolio
Invests via Keener Financial Planning LLC | Managed by Keener Financial Planning, LLC
Invests via Keener Financial Planning LLC
Managed by Keener Financial Planning, LLC
Automatically Tracked
Cindi Hill Profile
A seasoned private markets executive with operating and investment experience across healthcare and consumer sectors, Cindi Hill combines corporate development, M&A and portfolio management expertise. She has led deal sourcing, diligence and post-acquisition integration at growth-stage companies and PE-backed platforms, and is known for strategic value creation and operational turnaround work supporting revenue expansion and margin improvement.
A seasoned private markets executive with operating and investment experience across healthcare and consumer sectors, Cindi Hill combines corporate development, M&A and portfolio management expertise. She has led deal sourcing, diligence and post-acquisition integration at growth-stage companies and PE-backed platforms, and is known for strategic value creation and operational turnaround work supporting revenue expansion and margin improvement.
Investment Philosophy & Strategy
Deploys an operationally driven private markets approach, prioritizing growth-stage healthcare and consumer companies where active corporate development and hands-on portfolio management accelerate revenue and margin expansion. Focuses on sourcing differentiated proprietary deals, rigorous diligence on commercial and integration risk, and pragmatic capital allocation into buy-and-build and turnarounds. Time horizon is medium-to-long, with disciplined value creation plans and measurable KPIs guiding exit timing.
Deploys an operationally driven private markets approach, prioritizing growth-stage healthcare and consumer companies where active corporate development and hands-on portfolio management accelerate revenue and margin expansion. Focuses on sourcing differentiated proprietary deals, rigorous diligence on commercial and integration risk, and pragmatic capital allocation into buy-and-build and turnarounds. Time horizon is medium-to-long, with disciplined value creation plans and measurable KPIs guiding exit timing.
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:
63.78%
Gain +0.27%
Monthly
1.48%
Yearly
19.35%
Drawdown
17.88%
$280.48M
Equity
Holdings
$280.48M
Investment
$206.72M
$79.93M
Profit +$468,403.36
Realized
$6.17M
Unrealized
$73.76M
Dividends
$9.31M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$468,403.36
Win %
71%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.41M
Win %
71%
This Month
Compared to last month
Gain
0.46%
Profit
$1.28M
Win %
71%
This Year
Compared to last year
Gain
0.32%
Profit
$894,045.29
Win %
73%
LLY Eli Lilly and Company
+4.86%
+$36,007.63 
HLT Hilton Worldwide Holdings Inc.
+3.82%
+$9,078.96 
AMGN Amgen Inc.
+3.26%
+$10,174.05 
WMT Walmart Inc.
+2.06%
+$8,278.96 
FITB Fifth Third Bancorp
+1.56%
+$2,841.93 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.15%
+$3,066.91 
MSFT Microsoft Corp.
+1.1%
+$13,882.73 
IJS iShares S&P Small-Cap 600 Value ETF
+0.95%
+$2,730.97 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.94%
+$2,200.93 
DFAT Dimensional US Targeted Value ETF
+0.86%
+$3,610.5 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$187,604.17 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$8,586.8 
VB Vanguard Small-Cap ETF
+0.74%
+$3,212.98 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$5,705.35 
VTV Vanguard Value ETF
+0.68%
+$8,851.5 
VTWO Vanguard Russell 2000 ETF
+0.68%
+$4,877.34 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.66%
+$3,080.67 
AGG iShares Core U.S. Aggregate Bond ETF
+0.6%
+$1,155.96 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$2,856 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.59%
+$19,681.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.57%
+$3,700.18 
UNP Union Pacific Corporation
+0.56%
+$1,846.68 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.55%
+$2,562.66 
NULV Nuveen ESG Large-Cap Value ETF
+0.49%
+$1,535.94 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.47%
+$1,901.01 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.44%
+$1,606.67 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$2,285.01 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$2,972.91 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$95,681.04 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.36%
+$1,123.19 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.33%
+$656.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.32%
+$10,546.72 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.28%
+$1,513.61 
AAPL Apple Inc.
+0.25%
+$9,833.72 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$1,810.87 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$669.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$82,406.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.13%
+$6,333.86 
ESGU iShares ESG Aware MSCI USA ETF
+0.13%
+$1,591.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$9,862.96 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$172.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$85,754.85 
SCHB Schwab U.S. Broad Market ETF
+0.07%
+$420.12 
GOOGL Alphabet Inc
+0.07%
+$382.71 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$123.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.04%
+$585.6 
GOOG Alphabet Inc
+0.03%
+$104.51 
VOO Vanguard S&P 500 ETF
+0.01%
+$33.09 
AMD Advanced Micro Devices, Inc.
-4.19%
-$18,004.24 
MRVL Marvell Technology, Inc.
-3.97%
-$8,444.58 
AVGO Broadcom Inc.
-2.01%
-$6,083.82 
NVDA NVIDIA Corporation
-1.78%
-$28,461.06 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.61%
-$3,682.71 
XOM Exxon Mobil Corporation
-1.34%
-$46,390.27 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$3,807.9 
ESGE iShares ESG Aware MSCI EM ETF
-1.09%
-$3,677.07 
JPM JPMorgan Chase & Co.
-0.53%
-$5,088.97 
SPEM SPDR Portfolio Emerging Markets ETF
-0.5%
-$2,252.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.43%
-$68,344.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.42%
-$1,946.88 
IVV iShares Core S&P 500 ETF
0%
-$53.48 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 597/822 72% | Profit Factor 118.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,305.34 |
| Average Win $135,028.44 | Best Trade (Oct 14) $23.36M | Sharpe Ratio -15.05 |
| Average Loss -$3,017.24 | Worst Trade (Oct 15) -$54,057.46 | Z-Score 3.22 (99.87%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $97,242.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,303 | $2.7M | $3.89M | - | $1.18M | 43.86% | +0.254% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,028 | $202,556.64 | $193,450.92 | - | -$9,105.72 | -4.5% | +0.601% |
| AMD Advanced Micro Devices, Inc. | 753 | $107,501.04 | $411,823.23 | - | $304,322.19 | 283.09% | -4.189% |
| AMGN Amgen Inc. | 733 | $204,660.93 | $322,512.67 | - | $117,851.74 | 57.58% | +3.257% |
| AVGO Broadcom Inc. | 876 | $268,894.25 | $297,231.18 | - | $28,336.93 | 10.54% | -2.006% |
| AVLV Avantis U.S. Large Cap Value ETF | 245,336 | $16.7M | $22.82M | - | $6.13M | 36.68% | +0.421% |
| BND Vanguard Total Bond Market Index Fund | 6,800 | $500,082 | $481,576 | - | -$18,506 | -3.7% | +0.597% |
| BRK-B Berkshire Hathaway Inc. | 1,000 | $383,737.96 | $528,635.01 | - | $144,897.05 | 37.76% | +0.434% |
| BSV Vanguard Short-Term Bond ETF | 4,465 | $349,733.29 | $341,840.4 | - | -$7,892.89 | -2.26% | +0.196% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 72,736 | $2.44M | $3.28M | - | $837,992.28 | 34.38% | +0.323% |
| DFAT Dimensional US Targeted Value ETF | 6,225 | $332,574.91 | $421,806 | - | $89,231.09 | 26.83% | +0.863% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 2,430 | $205,578 | $202,540.5 | - | -$3,037.5 | -1.48% | +0.325% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2,407 | $246,236.1 | $225,247.06 | - | -$20,989.04 | -8.52% | -1.609% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 3,977 | $354,162.52 | $407,435.7 | - | $53,273.18 | 15.04% | +0.469% |
| ESGE iShares ESG Aware MSCI EM ETF | 6,451 | $222,563.29 | $333,323.17 | - | $110,759.88 | 49.77% | -1.091% |
| ESGU iShares ESG Aware MSCI USA ETF | 7,236 | $852,874.11 | $1.22M | - | $364,799.97 | 42.77% | +0.131% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 4,538 | $182,696.35 | $237,042.43 | - | $54,346.08 | 29.75% | +0.937% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 11,142 | $481,447.67 | $467,184.06 | - | -$14,263.61 | -2.96% | +0.552% |
| FITB Fifth Third Bancorp | 3,667 | $206,708.79 | $184,871.8 | - | -$21,836.99 | -10.56% | +1.561% |
| GOOG Alphabet Inc | 950 | $220,569.25 | $326,572 | - | $106,002.75 | 48.06% | +0.032% |
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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 Cindi Hill?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $3.22M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.18M, SPDR Portfolio S&P 500 Value ETF - $1.33M, Vanguard FTSE Emerging Markets ETF - $770,632.97, and iShares Core S&P Small-Cap ETF - $751,273.39. 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: Boeing Company - $15,472, American Airlines Group Inc - $13,781.98, PepsiCo, Inc - $9,613.14, Chipotle Mexican Grill, Inc - $6,222.5, and Merck & Co., Inc - $5,422.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cindi Hill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.31M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.96M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.37M, iShares Core S&P Small-Cap ETF - $701,317.42, Vanguard FTSE Emerging Markets ETF - $622,005.79, and Avantis U.S. Large Cap Value ETF - $425,941.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cindi Hill's monthly returns?
Cindi Hill's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Cindi Hill's strategy be considered aggressive or moderate?
Cindi Hill'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 Cindi Hill's strategy?
Cindi Hill's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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