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:
4.03%
Gain
Monthly
0.13%
Yearly
1.57%
Drawdown
36.32%
$269.79M
Equity
Holdings
$269.79M
Investment
$195.66M
$79.42M
Profit -$613,595.96
Realized
$5.29M
Unrealized
$74.12M
Dividends
$8.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$613,595.96
Win %
83%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$550,150.2
Win %
83%
This Month
Compared to last month
Gain
0.14%
Profit
$372,075.11
Win %
83%
This Year
Compared to last year
Gain
13.38%
Profit
$31.84M
Win %
84%
UNP Union Pacific Corporation
+3.68%
+$12,169.67 
AMGN Amgen Inc.
+2.67%
+$7,346.76 
WMT Walmart Inc.
+2.21%
+$11,172.63 
MSFT Microsoft Corp.
+1.89%
+$31,973.76 
DFAT Dimensional US Targeted Value ETF
+1.6%
+$6,972 
IJS iShares S&P Small-Cap 600 Value ETF
+1.55%
+$4,773.56 
AAPL Apple Inc.
+1.4%
+$49,007.4 
LLY Eli Lilly and Company
+1.06%
+$7,864.5 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$231,406.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$10,840.83 
XOM Exxon Mobil Corporation
+0.89%
+$25,054.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$27,562.28 
VTV Vanguard Value ETF
+0.41%
+$5,310.9 
NULV Nuveen ESG Large-Cap Value ETF
+0.41%
+$1,038.03 
VB Vanguard Small-Cap ETF
+0.31%
+$1,401.37 
GOOG Alphabet Inc
+0.28%
+$755.09 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$55,405.68 
GOOGL Alphabet Inc
+0.21%
+$1,278.36 
DDM ProShares Ultra Dow30
+0.19%
+$688.75 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$670.6 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$326.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.04%
+$1,447.45 
AMD Advanced Micro Devices, Inc.
-5.4%
-$57,437.31 
AVGO Broadcom Inc.
-4.2%
-$10,952.77 
NVDA NVIDIA Corporation
-2.56%
-$39,094.85 
ESGE iShares ESG Aware MSCI EM ETF
-2.03%
-$6,875.64 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$6,020.36 
HLT Hilton Worldwide Holdings Inc.
-1.23%
-$2,924.96 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$5,760.17 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$4,923.36 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$167,881.35 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.96%
-$48,287.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$537,557.08 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$4,485.65 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.67%
-$2,037.57 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$4,566.01 
JPM JPMorgan Chase & Co.
-0.35%
-$3,103.65 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.3%
-$1,135.07 
IVV iShares Core S&P 500 ETF
-0.29%
-$3,884.16 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$819.06 
VOO Vanguard S&P 500 ETF
-0.28%
-$1,745.25 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$1,680.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$2,823.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$16,839.51 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.17%
-$173,870.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$762.25 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$511.49 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$430.16 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.07%
-$184.88 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$256.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$397.69 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$271.32 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$178.15 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$134.42 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$67.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$50.7 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$27.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$38.45 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 543/776 69% | Profit Factor 197.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,511.32 |
| Average Win $147,002.86 | Best Trade (Jul 16) $22.17M | Sharpe Ratio -15.83 |
| Average Loss -$1,738.93 | Worst Trade (Jul 10) -$76,727.98 | Z-Score 4.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $102,341.99 |
| 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% | 0.09% |
| Consecutive Losing Trades | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
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Returns
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