Kenyon Lederer Portfolio
Invests via Pinnacle Wealth Management LLC | Managed by Kenyon L. Lederer, Jack Zboralske, Chase Kenyon Lederer
Invests via Pinnacle Wealth Management LLC
Managed by Kenyon L. Lederer, Jack Zboralske, Chase Kenyon Lederer
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Kenyon Lederer Profile
With a robust background in technology and finance, Kenyon Lederer has established himself as a pivotal figure in the entrepreneurial landscape. Leveraging his extensive experience as both an investor-operator and founding leader of several startups, he brings keen insight into market dynamics that drive innovation. His leadership has propelled numerous ventures through critical growth stages while cultivating strategic partnerships across various sectors. Known for his hands-on approach, Lederer's impact extends beyond traditional investing; he actively mentors emerging entrepreneurs to foster their development within competitive industries. This multifaceted involvement positions him uniquely at the intersection of capital markets and technological advancement.
With a robust background in technology and finance, Kenyon Lederer has established himself as a pivotal figure in the entrepreneurial landscape. Leveraging his extensive experience as both an investor-operator and founding leader of several startups, he brings keen insight into market dynamics that drive innovation. His leadership has propelled numerous ventures through critical growth stages while cultivating strategic partnerships across various sectors. Known for his hands-on approach, Lederer's impact extends beyond traditional investing; he actively mentors emerging entrepreneurs to foster their development within competitive industries. This multifaceted involvement positions him uniquely at the intersection of capital markets and technological advancement.
Investment Philosophy & Strategy
Innovation serves as a cornerstone in the approach adopted by Kenyon Lederer. His strategic vision focuses on identifying and nurturing transformative technologies that align with evolving consumer demands. Leveraging an entrepreneurial mindset, he seeks out high-potential startups poised for disruption across various sectors, fostering environments conducive to rapid growth. His decision-making reflects an acute awareness of industry trends and competitive landscapes, ensuring investments resonate with market opportunities. Through mentorship, he not only channels resources effectively but also cultivates future leaders equipped to thrive in dynamic ecosystems.
Innovation serves as a cornerstone in the approach adopted by Kenyon Lederer. His strategic vision focuses on identifying and nurturing transformative technologies that align with evolving consumer demands. Leveraging an entrepreneurial mindset, he seeks out high-potential startups poised for disruption across various sectors, fostering environments conducive to rapid growth. His decision-making reflects an acute awareness of industry trends and competitive landscapes, ensuring investments resonate with market opportunities. Through mentorship, he not only channels resources effectively but also cultivates future leaders equipped to thrive in dynamic ecosystems.
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:
62.44%
Gain -0.56%
Monthly
1.1%
Yearly
14.09%
Drawdown
23.01%
$158.4M
Equity
Holdings
$158.4M
Investment
$141.77M
$57.5M
Profit -$692,129.92
Realized
$40.87M
Unrealized
$16.63M
Dividends
$9.23M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$692,129.92
Win %
69%
This Week
Compared To Last Week
Gain
-2.39%
Profit
-$3.87M
Win %
69%
This Month
Compared to last month
Gain
-1.06%
Profit
-$1.69M
Win %
69%
This Year
Compared to last year
Gain
-1.85%
Profit
-$2.98M
Win %
73%
ALLW SPDR Bridgewater All Weather Mutual Fund
+1.13%
+$150,456.97 
VGK Vanguard FTSE Europe ETF
+1.1%
+$2,209.7 
MSFT Microsoft Corp.
+0.72%
+$12,452.36 
JBND JPMorgan Active Bond ETF
+0.71%
+$104,190.35 
IGV iShares Expanded Tech-Software Sector ETF
+0.62%
+$19,950.59 
AAPL Apple Inc.
+0.53%
+$13,133.19 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$1,100.07 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$72,997.99 
GOOG Alphabet Inc
+0.31%
+$8,855.78 
SPHY SPDR Portfolio High Yield Bond ETF
+0.29%
+$24,502.85 
CGDV Capital Group Dividend Value ETF
+0.14%
+$18,286.52 
RKLB Rocket Lab Corporation
-10.21%
-$80,887.68 
ANET Arista Networks, Inc.
-7%
-$224,789.48 
AMD Advanced Micro Devices, Inc.
-4.33%
-$100,675.83 
GEV GE Vernova Inc.
-3.68%
-$43,309.66 
CAT Caterpillar Inc.
-2.7%
-$51,687.6 
CRS Carpenter Technology Corporation
-2.24%
-$30,540.5 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-2.09%
-$192,610.46 
NVDA NVIDIA Corporation
-1.94%
-$67,953.6 
AXON Axon Enterprise, Inc.
-1.68%
-$29,536.22 
TSLA Tesla, Inc.
-1.56%
-$23,394.8 
PLTR Palantir Technologies Inc.
-1.54%
-$51,392.88 
AVGO Broadcom Inc.
-1.51%
-$19,214.82 
XLK State Street Technology Select Sector SPDR ETF
-1.36%
-$4,976.38 
META Meta Platforms Inc Class A
-0.74%
-$17,261.23 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.7%
-$139,495.2 
QQQ Invesco QQQ Trust, Series 1
-0.7%
-$1,578.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$18,263.87 
AMZN Amazon.com Inc
-0.47%
-$9,744.02 
IDEQ Lazard International Dynamic Equity ETF
-0.09%
-$12,218.25 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.01%
-$920.16 Events
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Dividends
Dividend Analysis
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No Data
| Trades 675 | Longs Won 429/675 63% | Profit Factor 2.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $345,174.73 |
| Average Win $198,372 | Best Trade (Oct 14) $2.59M | Sharpe Ratio -8.83 |
| Average Loss -$139,661.89 | Worst Trade (Jun 29) -$1.61M | Z-Score -4.26 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $85,182.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,134 | 1,020 | 907 | 794 | 680 | 567 | 454 | 340 | 227 | 113 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,216 | $1.45M | $2.49M | - | $1.04M | 72.07% | +0.531% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 463,515 | $13.37M | $13.52M | - | $145,460.26 | 1.09% | +1.126% |
| AMD Advanced Micro Devices, Inc. | 4,071 | $2.36M | $2.22M | - | -$141,752.1 | -5.99% | -4.332% |
| AMZN Amazon.com Inc | 8,120 | $1.07M | $2.05M | - | $986,585.47 | 92.48% | -0.472% |
| ANET Arista Networks, Inc. | 16,444 | $1.76M | $2.99M | - | $1.23M | 69.93% | -6.995% |
| AVGO Broadcom Inc. | 3,681 | $1.39M | $1.26M | - | -$135,166.32 | -9.72% | -1.508% |
| AXON Axon Enterprise, Inc. | 4,315 | $2.42M | $1.73M | - | -$686,235.99 | -28.37% | -1.676% |
| CAT Caterpillar Inc. | 2,555 | $1.46M | $1.86M | - | $398,273.4 | 27.21% | -2.701% |
| CGDV Capital Group Dividend Value ETF | 261,236 | $11.11M | $12.86M | - | $1.74M | 15.68% | +0.142% |
| CRS Carpenter Technology Corporation | 3,593 | $2.22M | $1.33M | - | -$882,476.84 | -39.82% | -2.238% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 184,032 | $6.99M | $7.86M | - | $872,960.07 | 12.49% | -0.012% |
| GEV GE Vernova Inc. | 1,251 | $1.47M | $1.13M | - | -$334,892.69 | -22.79% | -3.676% |
| GOOG Alphabet Inc | 8,434 | $1.15M | $2.91M | - | $1.76M | 152.75% | +0.306% |
| GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 332,087 | $8.32M | $9.02M | - | $699,621.56 | 8.41% | -2.092% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 715,360 | $17.87M | $19.65M | - | $1.78M | 9.94% | -0.705% |
| IDEQ Lazard International Dynamic Equity ETF | 405,922 | $12.89M | $13.86M | - | $970,112.99 | 7.53% | -0.088% |
| IGV iShares Expanded Tech-Software Sector ETF | 29,777 | $2.57M | $3.23M | - | $659,560.55 | 25.71% | +0.622% |
| JBND JPMorgan Active Bond ETF | 285,453 | $15.31M | $14.72M | - | -$585,745 | -3.83% | +0.713% |
| JEPI JPMorgan Equity Premium Income Fund | 4,314 | $246,461.42 | $246,437.25 | - | -$24.17 | -0.01% | +0.448% |
| META Meta Platforms Inc Class A | 3,147 | $1.09M | $2.3M | - | $1.21M | 111.21% | -0.744% |
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FAQ
Which stocks have generated the highest profits for Kenyon Lederer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.97M, Meta Platforms Inc Class A - $4.54M, Palantir Technologies Inc - $4.33M, Rocket Lab Corporation - $2.31M, and Axon Enterprise, Inc - $2.09M. 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: PayPal Holdings Inc - $1.92M, Super Micro Computer Inc - $1.65M, Strategy Inc - $1.54M, ProShares Bitcoin ETF - $986,651.37, and CF Industries Holdings, Inc - $822,961.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenyon Lederer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.23M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.64M, JPMorgan Equity Premium Income Fund - $1.5M, JPMorgan Active Bond ETF - $957,602.73, SPDR Portfolio High Yield Bond ETF - $667,309.41, and ProShares Bitcoin ETF - $416,217.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenyon Lederer's monthly returns?
Kenyon Lederer'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 Kenyon Lederer's strategy be considered aggressive or moderate?
Kenyon Lederer'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 Kenyon Lederer's strategy?
Kenyon Lederer'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.
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