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

Tracking: 0 Updated: Jun 12 at 08:02 PM

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.

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.

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:

44.41%

Gain +0.52%

Monthly

0.53%

Yearly

6.52%

Drawdown

15.39%

$84.03M

Equity

Holdings

$84.03M

Investment

$55.31M

$24.97M

Profit +$546,344.79

Realized

-$3.75M

Unrealized

$28.72M

Dividends

$6.18M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.52%

Profit

$546,344.79

Win %

81%

This Week

Compared To Last Week

Gain

-0.36%

Profit

-$302,971.86

Win %

81%

This Month

Compared to last month

Gain

0.2%

Profit

$165,100.93

Win %

81%

This Year

Compared to last year

Gain

8.49%

Profit

$6.7M

Win %

81%

Gainers
Losers

CCL Carnival Corporation Ltd.

+3.72%

+$10,906.67

JPM JPMorgan Chase & Co.

+2.3%

+$27,864.33

CMCSA Comcast Corp

+2.21%

+$3,927.83

PM Philip Morris International Inc.

+2.04%

+$25,656.96

RIO Rio Tinto Plc Sponsored ADR

+1.65%

+$3,936.84

HUBB Hubbell Inc.

+1.61%

+$5,790.85

BAC Bank of America Corporation

+1.5%

+$3,657.81

CAT Caterpillar Inc.

+1.49%

+$11,530.45

XLF Financial Select Sector SPDR Fund

+1.4%

+$4,681.95

DELL Dell Technologies Inc.

+1.13%

+$12,554.62

IWS iShares Russell Mid-Cap Value ETF

+1.12%

+$5,062.57

JNJ Johnson & Johnson

+1.05%

+$6,072.5

V Visa Inc. Class A

+1.03%

+$2,710.12

PNW Pinnacle West Capital Corporation

+1.01%

+$3,065.28

IJR iShares Core S&P Small-Cap ETF

+0.99%

+$111,931.44

VTV Vanguard Value ETF

+0.94%

+$5,945.39

IJJ iShares S&P Mid-Cap 400 Value ETF

+0.94%

+$2,211.36

VBR VANGUARD SMALL-CAP VALUE ETF

+0.92%

+$3,138.2

PG Procter & Gamble Co

+0.86%

+$4,787.2

SO The Southern Company

+0.79%

+$1,761.94

IJH iShares Core S&P Mid-Cap ETF

+0.74%

+$148,227.52

CVX Chevron Corporation

+0.74%

+$3,598.99

MO Altria Group, Inc.

+0.71%

+$3,932.1

IWO iShares Russell 2000 Growth ETF

+0.68%

+$2,570.4

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$16,986.14

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$1,498.1

IVV iShares Core S&P 500 ETF

+0.58%

+$141,500.49

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$2,367.4

WMT Walmart Inc.

+0.41%

+$3,496.5

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$2,251.15

AMGN Amgen Inc.

+0.32%

+$1,678.08

XOM Exxon Mobil Corporation

+0.28%

+$2,012.28

MMM 3M Company

+0.27%

+$666.12

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$2,403.06

TRV The Travelers Companies, Inc.

+0.2%

+$533.2

NVDA NVIDIA Corporation

+0.14%

+$556.69

FBTC Fidelity Wise Origin Bitcoin Index Fund

+0.12%

+$1,108.9

MSFT Microsoft Corp.

+0.1%

+$1,328.8

IWP iShares Russell Mid-Cap Growth ETF

+0.04%

+$441.25

BRO Brown & Brown Inc.

+0.03%

+$128.54

AAPL Apple Inc.

-1.52%

-$34,434

MRK Merck & Co., Inc.

-1.42%

-$4,059.2

IBM International Business Machines Corporation

-0.96%

-$3,110.52

CSCO Cisco Systems, Inc.

-0.6%

-$3,137.54

MDLZ Mondelez International, Inc.

-0.58%

-$2,851.96

DIS The Walt Disney Company

-0.31%

-$773.14

MCD McDonald's Corporation

-0.02%

-$149.76

Events

Dividends

Dividend Analysis

No Data

Trades 568	Longs Won 374/568 65%	Profit Factor 3.22
Profitability	Shorts Won 0/0 0%	Standard Deviation $425,850.39
Average Win $96,857.97	Best Trade (Jun 12) $7.72M	Sharpe Ratio -10.77
Average Loss -$58,037.97	Worst Trade (Dec 31) -$1.29M	Z-Score 8.97 (100%)
Commissions $0	Avg. Trade Length 1y 9m 4d	Expectancy $43,953.37

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%	1.38%
Consecutive Losing Trades	1,447	1,302	1,158	1,013	868	724	579	434	289	145