Kimberly Foster Portfolio
Invests via Laraway Financial Advisors Inc. | Managed by Kimberly Foster, Steven A. Laraway
Invests via Laraway Financial Advisors Inc.
Managed by Kimberly Foster, Steven A. Laraway
Automatically Tracked
Kimberly Foster Profile
With a proven track record in corporate leadership and innovation, Kimberly Foster is recognized for her transformative impact in the technology sector. Her expertise spans product development and market expansion, having played pivotal roles at various tech companies that bridge consumer needs with advanced solutions. She has been instrumental in scaling startups to achieve significant growth while maintaining operational efficiency. Beyond her entrepreneurial ventures, she actively engages with emerging businesses as an advisor, providing insights on strategic direction and business model optimization. As a thought leader within her industry, she continues to shape the dialogue around technological advancement and market trends.
With a proven track record in corporate leadership and innovation, Kimberly Foster is recognized for her transformative impact in the technology sector. Her expertise spans product development and market expansion, having played pivotal roles at various tech companies that bridge consumer needs with advanced solutions. She has been instrumental in scaling startups to achieve significant growth while maintaining operational efficiency. Beyond her entrepreneurial ventures, she actively engages with emerging businesses as an advisor, providing insights on strategic direction and business model optimization. As a thought leader within her industry, she continues to shape the dialogue around technological advancement and market trends.
Investment Philosophy & Strategy
Opportunities in the technology landscape drive Kimberly Foster's investment mindset, fueled by her rich background in corporate leadership and innovation. By leveraging her extensive experience in product development, she identifies startups poised for disruption and exceptional growth potential. A keen focus on operational efficiency underpins her decision-making, ensuring that investments not only yield strong returns but also align with market demands. As an advisor to emerging enterprises, she champions forward-thinking strategies while navigating competitive dynamics within the tech ecosystem. Her entrepreneurial spirit propels a commitment to enhancing business models that resonate with consumer trends.
Opportunities in the technology landscape drive Kimberly Foster's investment mindset, fueled by her rich background in corporate leadership and innovation. By leveraging her extensive experience in product development, she identifies startups poised for disruption and exceptional growth potential. A keen focus on operational efficiency underpins her decision-making, ensuring that investments not only yield strong returns but also align with market demands. As an advisor to emerging enterprises, she champions forward-thinking strategies while navigating competitive dynamics within the tech ecosystem. Her entrepreneurial spirit propels a commitment to enhancing business models that resonate with consumer trends.
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:
64.91%
Gain -0.27%
Monthly
0.78%
Yearly
9.82%
Drawdown
17.05%
$162.98M
Equity
Holdings
$162.98M
Investment
$111.45M
$52.94M
Profit -$294,384.26
Realized
$1.4M
Unrealized
$51.53M
Dividends
$9.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$294,384.26
Win %
76%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$1.93M
Win %
76%
This Month
Compared to last month
Gain
-0.41%
Profit
-$666,295.27
Win %
76%
This Year
Compared to last year
Gain
14.85%
Profit
$21.08M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$330,420.55 
GOOG Alphabet Inc
+6.88%
+$164,855.69 
GOOGL Alphabet Inc
+6.73%
+$324,669.03 
ERIE Erie Indemnity Company
+3.58%
+$16,405.19 
META Meta Platforms Inc Class A
+3.28%
+$40,663.98 
UHS Universal Health Services, Inc.
+3.15%
+$15,707.53 
MSFT Microsoft Corp.
+3.02%
+$122,525.43 
NVDA NVIDIA Corporation
+2.93%
+$119,750.27 
CVX Chevron Corporation
+2.35%
+$12,249.2 
WDC Western Digital Corporation
+2.21%
+$39,707.17 
CSCO Cisco Systems, Inc.
+2.14%
+$12,869.28 
ORCL Oracle Corporation
+1.81%
+$15,731.1 
CDW CDW Corporation
+1.55%
+$5,501.25 
VZ Verizon Communications Inc.
+1.52%
+$5,724.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,884.75 
PH Parker-Hannifin Corporation
+1.43%
+$18,521.59 
CAH Cardinal Health Inc.
+1.3%
+$4,475.51 
CMCSA Comcast Corp
+1.23%
+$3,330.65 
FWD AB Disruptors ETF
+1.2%
+$4,020.02 
WFC Wells Fargo & Company
+1.19%
+$3,860.7 
ITW Illinois Tool Works Inc.
+1.15%
+$7,312.5 
VUG Vanguard Growth ETF
+1.1%
+$81,462.42 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$45,531.52 
XLE Energy Select Sector SPDR Fund
+1%
+$5,171.35 
ADP Automatic Data Processing Inc.
+0.98%
+$2,473.44 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,950.37 
EMR Emerson Electric Co.
+0.79%
+$2,175.94 
TSLA Tesla, Inc.
+0.76%
+$1,406.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$42,640.13 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,877.14 
CAT Caterpillar Inc.
+0.7%
+$5,176.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,144.7 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$4,030.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,436.17 
PFE Pfizer Inc.
+0.4%
+$715.9 
RTX RTX Corporation
+0.39%
+$2,950.92 
VLO Valero Energy Corporation
+0.38%
+$5,519.22 
PG Procter & Gamble Co
+0.37%
+$1,764.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,573.1 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,848.72 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,655 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,570.89 
MRK Merck & Co., Inc.
+0.32%
+$1,116.46 
HIDV AB Active ETFs, Inc. AB US High Dividend ETF
+0.31%
+$1,011.08 
JPM JPMorgan Chase & Co.
+0.27%
+$2,863.24 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$2,520.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$663.54 
USB U.S. Bancorp
+0.17%
+$727.53 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$881.49 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,163 
MMM 3M Company
+0.12%
+$397.73 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$600.2 
AFL Aflac Inc.
+0.09%
+$408 
WMT Walmart Inc.
+0.09%
+$1,577.63 
FEGE First Eagle Global Equity ETF
+0.08%
+$319.88 
DIS The Walt Disney Company
+0.03%
+$90.66 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$64.14 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$34,455.16 
AAPL Apple Inc.
-7.35%
-$1.1M 
MU Micron Technology, Inc.
-5.9%
-$68,925.97 
SNDK SanDisk Corporation
-5.09%
-$71,968.65 
ABBV AbbVie Inc.
-2.51%
-$9,497.96 
BA Boeing Company
-2.15%
-$5,416.87 
DKS Dick's Sporting Goods, Inc.
-2%
-$8,584 
NFLX Netflix, Inc.
-2%
-$25,550 
UNH UnitedHealth Group Incorporated
-1.68%
-$20,050.55 
LRCX Lam Research Corporation
-1.58%
-$38,070.09 
IAU iShares Gold Trust
-1.46%
-$2,938 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,649.45 
NKE Nike, Inc. - Class B
-1.37%
-$2,850.12 
TM Toyota Motor Corporation
-1.28%
-$2,705.99 
TJX The TJX Companies, Inc.
-1.21%
-$13,967.93 
LOW Lowe's Companies Inc.
-1.08%
-$6,971.18 
INTC Intel Corporation
-1.02%
-$8,622.03 
KO The Coca-Cola Company
-1.02%
-$7,192.8 
XOM Exxon Mobil Corporation
-0.97%
-$2,764.71 
INGR Ingredion Inc.
-0.87%
-$1,286.73 
CVS CVS Health Corporation
-0.75%
-$2,019.24 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$12,670.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$37,316.74 
WPC W. P. Carey Inc.
-0.65%
-$4,440.5 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,555.2 
BALL Ball Corp.
-0.63%
-$1,466.16 
PM Philip Morris International Inc.
-0.61%
-$3,097.47 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$21,760.98 
COF Capital One Financial Corporation
-0.54%
-$4,235.26 
LLY Eli Lilly and Company
-0.53%
-$14,595.53 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,017.08 
PEP PepsiCo, Inc.
-0.46%
-$2,479.36 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,404.43 
HD The Home Depot, Inc.
-0.42%
-$2,115.61 
RIGS RiverFront Strategic Income Fund
-0.4%
-$1,261.62 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$6,197.36 
FDX FedEx Corporation
-0.37%
-$2,139 
MDT Medtronic plc
-0.37%
-$734.08 
HTRB Hartford Total Return Bond ETF
-0.32%
-$3,552.64 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,769.11 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$4,421.64 
COR Cencora, Inc.
-0.28%
-$2,670.03 
VTV Vanguard Value ETF
-0.27%
-$20,416.6 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,761.49 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,180.5 
COST Costco Wholesale Corporation
-0.24%
-$3,691.27 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,971.81 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$1,206.24 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$331.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$3,035.9 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,714.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,772.33 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,187.2 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,456.21 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$536.04 
STZ Constellation Brands, Inc.
-0.12%
-$378.75 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$670.5 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,496.86 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$314.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$474.49 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,289.54 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$147.34 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,054.4 
V Visa Inc. Class A
-0.04%
-$303.78 
XEL Xcel Energy Inc.
-0.04%
-$235.65 
YEAR AB Ultra Short Income ETF
-0.04%
-$195.57 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1521 | Longs Won 796/1521 52% | Profit Factor 6.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,606.03 |
| Average Win $78,725.74 | Best Trade (Sep 04) $5.88M | Sharpe Ratio -9.53 |
| Average Loss -$13,419.2 | Worst Trade (Mar 30) -$410,130 | Z-Score -1.46 (85.91%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 3d | Expectancy $34,803.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,726 | $7.93M | $13.82M | - | $5.89M | 74.33% | -7.354% |
| ABBV AbbVie Inc. | 1,468 | $200,231.84 | $368,379.92 | - | $168,148.08 | 83.98% | -2.513% |
| ADP Automatic Data Processing Inc. | 955 | $235,483.9 | $254,469.29 | - | $18,985.39 | 8.06% | +0.982% |
| AFL Aflac Inc. | 3,400 | $219,368 | $433,432 | - | $214,064 | 97.58% | +0.094% |
| AMZN Amazon.com Inc | 9,158 | $1.52M | $2.49M | - | $966,826.11 | 63.59% | +15.321% |
| BA Boeing Company | 1,138 | $228,200.73 | $245,967.32 | - | $17,766.59 | 7.79% | -2.155% |
| BALL Ball Corp. | 3,576 | $182,876.64 | $232,082.4 | - | $49,205.76 | 26.91% | -0.628% |
| BND Vanguard Total Bond Market Index Fund | 9,271 | $677,529.54 | $669,644.33 | - | -$7,885.21 | -1.16% | -0.262% |
| BNY BlackRock New York Municipal Income Trust | 3,526 | $205,755.49 | $551,219.58 | - | $345,464.09 | 167.9% | +0.16% |
| BRK-A Berkshire Hathaway Inc. | 1 | $754,200 | $766,600 | - | $12,400 | 1.64% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 7,835 | $2.76M | $4.01M | - | $1.24M | 44.96% | +0.365% |
| CAH Cardinal Health Inc. | 1,512 | $169,253.89 | $347,805.36 | - | $178,551.47 | 105.49% | +1.304% |
| CAT Caterpillar Inc. | 913 | $342,638.89 | $743,921.53 | - | $401,282.64 | 117.12% | +0.701% |
| CDW CDW Corporation | 2,445 | $500,687.1 | $361,395.45 | - | -$139,291.65 | -27.82% | +1.546% |
| CMCSA Comcast Corp | 11,485 | $569,249.57 | $275,180.6 | - | -$294,068.97 | -51.66% | +1.225% |
| COF Capital One Financial Corporation | 3,748 | $797,424.48 | $783,369.46 | - | -$14,055.02 | -1.76% | -0.538% |
| COR Cencora, Inc. | 3,000 | $418,595.34 | $934,020 | - | $515,424.66 | 123.13% | -0.285% |
| COST Costco Wholesale Corporation | 1,619 | $919,930.95 | $1.54M | - | $621,178.98 | 67.52% | -0.239% |
| CSCO Cisco Systems, Inc. | 5,296 | $324,711.17 | $614,283.04 | - | $289,571.87 | 89.18% | +2.14% |
| CVS CVS Health Corporation | 2,556 | $218,502.04 | $266,923.08 | - | $48,421.04 | 22.16% | -0.751% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kimberly Foster?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $2.23M, NVIDIA Corporation - $903,174.33, VANGUARD FTSE DEVELOPED MARKETS ETF - $510,108.34, Vanguard Value ETF - $485,685.31, and Walmart Inc - $440,932.48. 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 - $529,942.5, Diageo plc Sponsored ADR - $228,640.54, W. P. Carey Inc - $215,660.9, SPDR S&P 600 Small Cap ETF - $193,295.62, and Intel Corporation - $166,370.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Foster's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.02M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $499,006.31, Vanguard Value ETF - $461,898.46, SPDR Portfolio Short Term Corporate Bond ETF - $385,628.62, SPDR Portfolio Aggregate Bond ETF - $266,923.78, and Health Care Select Sector SPDR Fund - $252,644.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Foster's monthly returns?
Kimberly Foster'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 Kimberly Foster's strategy be considered aggressive or moderate?
Kimberly Foster'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 Kimberly Foster's strategy?
Kimberly Foster'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.
