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:
70.5%
Gain +4.08%
Monthly
1.71%
Yearly
22.65%
Drawdown
17.88%
$287.87M
Equity
Holdings
$287.87M
Investment
$206.72M
$87.31M
Profit +$7.53M
Realized
$6.17M
Unrealized
$81.14M
Dividends
$8.56M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.08%
Profit
$7.53M
Win %
79%
This Week
Compared To Last Week
Gain
2.67%
Profit
$7.49M
Win %
79%
This Month
Compared to last month
Gain
3.17%
Profit
$8.84M
Win %
79%
This Year
Compared to last year
Gain
2.96%
Profit
$8.28M
Win %
80%
GOOG Alphabet Inc
+6.88%
+$21,821.5 
GOOGL Alphabet Inc
+6.73%
+$38,221.47 
MSFT Microsoft Corp.
+3.02%
+$32,102.32 
NVDA NVIDIA Corporation
+2.93%
+$41,351.87 
MRVL Marvell Technology, Inc.
+2.32%
+$3,693.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,252.48 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,262.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$150,088.96 
UNP Union Pacific Corporation
+0.92%
+$3,062.5 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,031.98 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,444.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,369.35 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,997.17 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,019.25 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$8,321.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$9,118.72 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$640,302.88 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,571.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$9,369.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$39,451.84 
AVGO Broadcom Inc.
+0.37%
+$1,261.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,860 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$11,637.76 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$985.32 
JPM JPMorgan Chase & Co.
+0.27%
+$2,672.42 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$31,893.93 
WMT Walmart Inc.
+0.09%
+$346.41 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$270.86 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$277,149.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,957.74 
XOM Exxon Mobil Corporation
-0.97%
-$29,948.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$35,079.74 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,363.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$387,307.25 
AMGN Amgen Inc.
-0.64%
-$1,817.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,568.13 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,545.28 
LLY Eli Lilly and Company
-0.53%
-$3,757.69 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,107.72 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,295.5 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$1,323.14 
VTV Vanguard Value ETF
-0.27%
-$3,481.53 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,292 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$507 
VB Vanguard Small-Cap ETF
-0.22%
-$1,009.77 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$546.24 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$849.84 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$408.42 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$779.94 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,319.25 
FITB Fifth Third Bancorp
-0.16%
-$330.03 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$684.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$997.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$815.05 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$445.18 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$267.9 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$138.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$548.75 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,011.49 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 617/822 75% | Profit Factor 190.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $961,414.1 |
| Average Win $142,253.76 | Best Trade (Aug 13) $23.77M | Sharpe Ratio -12.96 |
| Average Loss -$2,247.22 | Worst Trade (Aug 02) -$95,656.12 | Z-Score 7.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $106,216.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,303 | $2.7M | $3.49M | - | $790,123.85 | 29.25% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,028 | $202,556.64 | $197,466.36 | - | -$5,090.28 | -2.51% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 753 | $107,501.04 | $358,540.94 | - | $251,039.9 | 233.52% | -1.904% |
| AMGN Amgen Inc. | 733 | $204,660.93 | $282,322.28 | - | $77,661.35 | 37.95% | -0.64% |
| AVGO Broadcom Inc. | 876 | $268,894.25 | $341,009.28 | - | $72,115.03 | 26.82% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 245,336 | $16.7M | $22.61M | - | $5.91M | 35.4% | +0.141% |
| BND Vanguard Total Bond Market Index Fund | 6,800 | $500,082 | $491,164 | - | -$8,918 | -1.78% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 1,000 | $383,737.96 | $511,540 | - | $127,802.04 | 33.3% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 4,465 | $349,733.29 | $346,394.7 | - | -$3,338.59 | -0.95% | -0.077% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 72,736 | $2.44M | $3.24M | - | $798,714.84 | 32.77% | +0.361% |
| DFAT Dimensional US Targeted Value ETF | 6,225 | $332,574.91 | $440,294.25 | - | $107,719.34 | 32.39% | -0.155% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 2,430 | $205,578 | $204,192.9 | - | -$1,385.1 | -0.67% | -0.663% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2,407 | $246,236.1 | $221,732.84 | - | -$24,503.26 | -9.95% | +1.031% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 3,977 | $354,162.52 | $416,391.9 | - | $62,229.38 | 17.57% | -0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 6,451 | $222,563.29 | $332,355.52 | - | $109,792.23 | 49.33% | +0.921% |
| ESGU iShares ESG Aware MSCI USA ETF | 7,236 | $852,874.11 | $1.18M | - | $331,297.22 | 38.84% | +0.708% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 4,538 | $182,696.35 | $243,781.36 | - | $61,085.01 | 33.44% | -0.167% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 11,142 | $481,447.67 | $476,877.6 | - | -$4,570.07 | -0.95% | -0.163% |
| FITB Fifth Third Bancorp | 3,667 | $206,708.79 | $207,185.5 | - | $476.71 | 0.23% | -0.159% |
| GOOG Alphabet Inc | 950 | $220,569.25 | $338,817.49 | - | $118,248.24 | 53.61% | +6.884% |
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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 - $3.07M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.9M, SPDR Portfolio S&P 500 Value ETF - $1.32M, Vanguard FTSE Emerging Markets ETF - $740,159.55, and iShares Core S&P Small-Cap ETF - $661,954.52. 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, NXG Cushing Midstream Energy Fund - $7,617.6, and Chipotle Mexican Grill, Inc - $6,222.5. 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 $8.56M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.81M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.09M, iShares Core S&P Small-Cap ETF - $611,998.55, Vanguard FTSE Emerging Markets ETF - $591,532.37, and Avantis U.S. Large Cap Value ETF - $369,122.15. 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.
