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

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:09 PM

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.

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.

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:

43.4%

Gain -0.02%

Monthly

0.65%

Yearly

8.06%

Drawdown

18.68%

$150.1M

Equity

Holdings

$150.1M

Investment

$127.88M

$42.54M

Profit -$40,709.56

Realized

$20.32M

Unrealized

$22.22M

Dividends

$8.67M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.02%

Profit

-$40,709.56

Win %

68%

This Week

Compared To Last Week

Gain

-1.74%

Profit

-$2.66M

Win %

68%

This Month

Compared to last month

Gain

-4.09%

Profit

-$6.41M

Win %

68%

This Year

Compared to last year

Gain

1.45%

Profit

$2.15M

Win %

68%

Gainers
Losers

ANET Arista Networks, Inc.

+4.37%

+$193,962.16

APP AppLovin Corporation Class A Common Stock

+3.8%

+$110,655.24

GEV GE Vernova Inc.

+3.65%

+$90,809.33

GS The Goldman Sachs Group, Inc.

+2.61%

+$68,162.23

JPM JPMorgan Chase & Co.

+2.3%

+$62,236.59

IBKR Interactive Brokers Group Inc.

+2.25%

+$27,052

AXP American Express Company

+2.18%

+$55,363.78

TSLA Tesla, Inc.

+1.88%

+$50,726.36

DE Deere & Company

+1.53%

+$34,618.36

CAT Caterpillar Inc.

+1.48%

+$44,955

GRNY Fundstrat Granny Shots US Large Cap ETF

+1.15%

+$251,946.61

VST Vistra Corp

+1.13%

+$15,049.56

HOOD Robinhood Markets, Inc.

+1.08%

+$22,315

XLK State Street Technology Select Sector SPDR ETF

+0.92%

+$3,215.5

FNDE Schwab Fundamental Emerging Markets Large Company Index ETF

+0.76%

+$2,265.17

STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock

+0.58%

+$2,862.62

BKLC BNY Mellon US Large Cap Core Equity ETF

+0.47%

+$3,181.25

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$42,911.18

GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF

+0.46%

+$16,488

GOOG Alphabet Inc

+0.46%

+$18,556.6

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.45%

+$16,423.05

NVDA NVIDIA Corporation

+0.14%

+$6,190.13

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$19,682.79

MSFT Microsoft Corp.

+0.1%

+$1,908

SPHY SPDR Portfolio High Yield Bond ETF

+0.04%

+$3,602.11

RKLB Rocket Lab Corporation

-10.76%

-$758,870.45

HIMS Hims & Hers Health, Inc.

-7.08%

-$81,065.85

CVNA Carvana Co.

-5.46%

-$103,119

BMNR Bitmine Immersion Technologies, Inc.

-2.6%

-$17,204.3

PLTR Palantir Technologies Inc.

-2.35%

-$74,514.49

KTOS Kratos Defense & Security Solutions, Inc.

-1.75%

-$22,306.71

AAPL Apple Inc.

-1.52%

-$45,261

AMZN Amazon.com Inc

-1.21%

-$36,651.24

NFLX Netflix, Inc.

-1.14%

-$17,656.05

AXON Axon Enterprise, Inc.

-0.92%

-$15,581.88

SPOT Spotify Technology S.A.

-0.83%

-$9,562.05

SOFI SoFi Technologies, Inc.

-0.54%

-$6,401.43

META Meta Platforms Inc Class A

-0.23%

-$5,524.96

JBND JPMorgan Active Bond ETF

-0.08%

-$12,128.67

Events

Dividends

Dividend Analysis

No Data

Trades 621	Longs Won 322/621 51%	Profit Factor 3.01
Profitability	Shorts Won 0/0 0%	Standard Deviation $350,326.94
Average Win $197,739.75	Best Trade (Jun 11) $4.85M	Sharpe Ratio -10.98
Average Loss -$70,692.21	Worst Trade (Dec 30) -$1.51M	Z-Score -7.37 (100%)
Commissions $0	Avg. Trade Length 1y 1w 2d	Expectancy $68,494.74

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	2,123	1,911	1,699	1,486	1,274	1,062	849	637	425	212