Kalon Hoard Portfolio
Invests via Holland Advisory Services Inc. | Managed by Kalon M. Hoard, David D. Holland
Invests via Holland Advisory Services Inc.
Managed by Kalon M. Hoard, David D. Holland
Automatically Tracked
Kalon Hoard Profile
Kalon Hoard is an influential entrepreneur and the founder of a dynamic startup specializing in innovative fintech solutions. With a background rooted in technology and finance, he has built a company that leverages cutting-edge algorithms to enhance financial decision-making for businesses and consumers alike. His leadership reflects a deep understanding of market trends, allowing his firm to rapidly scale while addressing key pain points within capital markets. By fostering collaboration between tech developers and financial professionals, Kalon drives initiatives aimed at transforming traditional investing paradigms through digitalization. This commitment to innovation positions him as a pivotal figure in shaping the future landscape of investment technologies.
Kalon Hoard is an influential entrepreneur and the founder of a dynamic startup specializing in innovative fintech solutions. With a background rooted in technology and finance, he has built a company that leverages cutting-edge algorithms to enhance financial decision-making for businesses and consumers alike. His leadership reflects a deep understanding of market trends, allowing his firm to rapidly scale while addressing key pain points within capital markets. By fostering collaboration between tech developers and financial professionals, Kalon drives initiatives aimed at transforming traditional investing paradigms through digitalization. This commitment to innovation positions him as a pivotal figure in shaping the future landscape of investment technologies.
Investment Philosophy & Strategy
Capitalizing on emerging technological advancements, Kalon Hoard champions a transformative approach to finance through his startup. By integrating sophisticated algorithms with user-centric designs, the firm addresses gaps in conventional financial services while enhancing user experience. His entrepreneurial vision prioritizes scalability and rapid adaptation to shifting market dynamics, allowing the business to flourish amid evolving consumer demands. The focus remains not just on fintech innovation but also on creating tangible impacts for clients navigating capital markets. With this forward-thinking mindset, he aspires to redefine the boundaries of investment methodologies.
Capitalizing on emerging technological advancements, Kalon Hoard champions a transformative approach to finance through his startup. By integrating sophisticated algorithms with user-centric designs, the firm addresses gaps in conventional financial services while enhancing user experience. His entrepreneurial vision prioritizes scalability and rapid adaptation to shifting market dynamics, allowing the business to flourish amid evolving consumer demands. The focus remains not just on fintech innovation but also on creating tangible impacts for clients navigating capital markets. With this forward-thinking mindset, he aspires to redefine the boundaries of investment methodologies.
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:
52.33%
Gain +0.04%
Monthly
0.56%
Yearly
6.9%
Drawdown
15.76%
$90.86M
Equity
Holdings
$90.86M
Investment
$61.48M
$26.22M
Profit +$35,284.54
Realized
-$3.17M
Unrealized
$29.38M
Dividends
$6.48M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$35,284.54
Win %
82%
This Week
Compared To Last Week
Gain
0.9%
Profit
$807,173.94
Win %
82%
This Month
Compared to last month
Gain
-0.45%
Profit
-$413,587.73
Win %
82%
This Year
Compared to last year
Gain
0.62%
Profit
$560,109.38
Win %
80%
INTC Intel Corporation
+9.85%
+$21,999.62 
SOXX iShares Semiconductor ETF
+3.03%
+$6,302.4 
SMH VanEck Semiconductor ETF
+2.03%
+$21,780.36 
QQQ Invesco QQQ Trust, Series 1
+1.6%
+$4,096.7 
AMGN Amgen Inc.
+1.43%
+$7,487.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.3%
+$6,834.1 
AMZN Amazon.com Inc
+1.1%
+$2,444.03 
IWP iShares Russell Mid-Cap Growth ETF
+1%
+$10,980.06 
DIS The Walt Disney Company
+0.96%
+$2,469.06 
MRK Merck & Co., Inc.
+0.89%
+$3,068 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.83%
+$23,457.78 
IVV iShares Core S&P 500 ETF
+0.82%
+$196,270.41 
JNJ Johnson & Johnson
+0.76%
+$4,957.22 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$7,821.36 
IWO iShares Russell 2000 Growth ETF
+0.69%
+$2,253.45 
DELL Dell Technologies Inc.
+0.57%
+$8,793.83 
JPM JPMorgan Chase & Co.
+0.55%
+$7,051.24 
CAT Caterpillar Inc.
+0.46%
+$3,209.16 
NVDA NVIDIA Corporation
+0.45%
+$3,252 
FIVA Fidelity International Value Factor ETF
+0.42%
+$30,392.51 
HUBB Hubbell Inc.
+0.34%
+$1,165.84 
IBM International Business Machines Corporation
+0.34%
+$789.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$726.7 
TRV The Travelers Companies, Inc.
+0.32%
+$1,032 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$47,312.46 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$23,763.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.21%
+$711 
AAPL Apple Inc.
+0.19%
+$4,815.36 
IWS iShares Russell Mid-Cap Value ETF
+0.19%
+$818.9 
WMT Walmart Inc.
+0.14%
+$1,029.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.11%
+$252.19 
MSFT Microsoft Corp.
+0.1%
+$1,617.98 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$255 
PNW Pinnacle West Capital Corporation
+0.06%
+$178.56 
VTV Vanguard Value ETF
+0.02%
+$140.45 G200
G2004J103
0%
$0 
XOM Exxon Mobil Corporation
-2.63%
-$21,263.45 
CVX Chevron Corporation
-1.86%
-$10,487.07 
MO Altria Group, Inc.
-1.24%
-$6,630.6 
PM Philip Morris International Inc.
-1.2%
-$15,166.86 
BRO Brown & Brown Inc.
-0.72%
-$3,027.74 
MCD McDonald's Corporation
-0.45%
-$2,800.56 
MMM 3M Company
-0.3%
-$793 
MDLZ Mondelez International, Inc.
-0.29%
-$1,351.53 
PG Procter & Gamble Co
-0.23%
-$1,234.86 
CSCO Cisco Systems, Inc.
-0.12%
-$528.58 
V Visa Inc. Class A
-0.12%
-$398.65 
XLF Financial Select Sector SPDR Fund
-0.04%
-$159.25 
BAC Bank of America Corporation
-0.04%
-$110.28 Events
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Dividends
Dividend Analysis
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| Trades 607 | Longs Won 405/607 66% | Profit Factor 3.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $423,603.03 |
| Average Win $93,606.86 | Best Trade (Aug 17) $8.41M | Sharpe Ratio -10.77 |
| Average Loss -$57,888.49 | Worst Trade (Dec 31) -$1.29M | Z-Score 10.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w | Expectancy $43,191.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.01% |
| Consecutive Losing Trades | 1,570 | 1,413 | 1,256 | 1,099 | 942 | 785 | 628 | 471 | 314 | 157 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,524 | $1.35M | $2.53M | - | $1.19M | 88.18% | +0.19% |
| AMGN Amgen Inc. | 1,354 | $317,065.05 | $529,657.72 | - | $212,592.67 | 67.05% | +1.434% |
| AMZN Amazon.com Inc | 876 | $208,785.84 | $224,694 | - | $15,908.16 | 7.62% | +1.1% |
| BAC Bank of America Corporation | 4,411 | $208,813 | $254,536.75 | - | $45,723.75 | 21.9% | -0.043% |
| BRO Brown & Brown Inc. | 6,442 | $453,946.7 | $415,831.1 | - | -$38,115.6 | -8.4% | -0.723% |
| CAT Caterpillar Inc. | 865 | $238,876.91 | $702,985.5 | - | $464,108.59 | 194.29% | +0.459% |
| CSCO Cisco Systems, Inc. | 4,066 | $220,258.87 | $444,739.08 | - | $224,480.21 | 101.92% | -0.119% |
| CVX Chevron Corporation | 2,689 | $414,805.56 | $552,885.29 | - | $138,079.73 | 33.29% | -1.861% |
| DELL Dell Technologies Inc. | 2,731 | $346,859.37 | $1.56M | - | $1.21M | 349.8% | +0.567% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 430 | $224,627.7 | $222,555.1 | - | -$2,072.6 | -0.92% | +0.328% |
| DIS The Walt Disney Company | 2,494 | $295,660.78 | $258,528.04 | - | -$37,132.74 | -12.56% | +0.964% |
| FIVA Fidelity International Value Factor ETF | 184,197 | $7.06M | $7.2M | - | $140,910.7 | 2% | +0.424% |
| G200 G2004J103 | 9,036 | $258.15 | $258.15 | - | - | - | 0.0 |
| HUBB Hubbell Inc. | 767 | $171,041 | $343,953.48 | - | $172,912.48 | 101.09% | +0.34% |
| IBM International Business Machines Corporation | 1,025 | $165,051.18 | $236,078 | - | $71,026.82 | 43.03% | +0.335% |
| IEFA iShares Core MSCI EAFE ETF | 11,016 | $750,255.14 | $1.09M | - | $337,024.06 | 44.92% | +0.725% |
| IJH iShares Core S&P Mid-Cap ETF | 262,847 | $13.76M | $19.23M | - | $5.47M | 39.79% | +0.247% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 1,627 | $180,601.97 | $230,505.22 | - | $49,903.25 | 27.63% | +0.11% |
| IJR iShares Core S&P Small-Cap ETF | 76,654 | $8.16M | $10.67M | - | $2.52M | 30.85% | +0.223% |
| INTC Intel Corporation | 2,057 | $287,218.91 | $245,389.81 | - | -$41,829.1 | -14.56% | +9.848% |
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FAQ
Which stocks have generated the highest profits for Kalon Hoard?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.02M, iShares Core S&P Mid-Cap ETF - $1.51M, Vanguard Intermediate-Term Corporate Bond Fund - $1.11M, iShares Core S&P Small-Cap ETF - $1.08M, and Pacer US Cash Cows 100 ETF - $870,591.43. 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: iShares Core MSCI Emerging Markets ETF - $858,653.23, ISHARES S&P 500 VALUE ETF - $771,281.14, iShares iBoxx $ Investment Grade Corporate Bond ETF - $767,441.4, iShares Russell Mid-Cap Growth ETF - $747,740.7, and iShares S&P Mid-Cap 400 Value ETF - $651,585.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kalon Hoard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.48M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.15M, iShares Core MSCI EAFE ETF - $712,927.05, iShares Core S&P Mid-Cap ETF - $630,294.21, Vanguard Intermediate-Term Corporate Bond Fund - $587,467.14, and iShares Core S&P Small-Cap ETF - $427,977. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kalon Hoard's monthly returns?
Kalon Hoard'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 Kalon Hoard's strategy be considered aggressive or moderate?
Kalon Hoard's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kalon Hoard's strategy?
Kalon Hoard'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.
