KF
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:
45.09%
Gain +0.34%
Monthly
0.52%
Yearly
6.48%
Drawdown
14.16%
$166.07M
Equity
Holdings
$166.07M
Investment
$116.21M
$50M
Profit +$673,163.71
Realized
$134,658.12
Unrealized
$49.86M
Dividends
$8.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$673,163.71
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$15,371.9
Win %
75%
This Month
Compared to last month
Gain
-0.85%
Profit
-$1.43M
Win %
75%
This Year
Compared to last year
Gain
9.51%
Profit
$14.42M
Win %
75%
INTC Intel Corporation
+6.48%
+$92,256.18 
WDC Western Digital Corporation
+6.36%
+$140,426.12 
AMD Advanced Micro Devices, Inc.
+4.75%
+$25,711.13 
STZ Constellation Brands, Inc.
+3.73%
+$14,017.5 
GS The Goldman Sachs Group, Inc.
+2.61%
+$9,183.4 
VZ Verizon Communications Inc.
+2.46%
+$10,587.89 
CDW CDW Corporation
+2.37%
+$8,093.7 
JPM JPMorgan Chase & Co.
+2.3%
+$23,977.65 
USB U.S. Bancorp
+2.27%
+$9,429.38 
CMCSA Comcast Corp
+2.23%
+$6,841.58 
PM Philip Morris International Inc.
+2.04%
+$10,764 
TSLA Tesla, Inc.
+1.88%
+$4,660.61 
HIDV AB Active ETFs, Inc. AB US High Dividend ETF
+1.66%
+$4,878.38 
WFC Wells Fargo & Company
+1.64%
+$5,644.35 
WPC W. P. Carey Inc.
+1.5%
+$10,453.63 
CAT Caterpillar Inc.
+1.49%
+$12,170.29 
COF Capital One Financial Corporation
+1.47%
+$10,588.68 
CVS CVS Health Corporation
+1.46%
+$4,786.32 
XLF Financial Select Sector SPDR Fund
+1.39%
+$44,114.63 
NEE NextEra Energy, Inc.
+1.3%
+$11,208.01 
ABBV AbbVie Inc.
+1.29%
+$5,106.63 
XEL Xcel Energy Inc.
+1.21%
+$7,462.25 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$9,455.36 
VLO Valero Energy Corporation
+1.2%
+$15,238.34 
CAH Cardinal Health Inc.
+1.19%
+$4,820.64 
LRCX Lam Research Corporation
+1.19%
+$39,403.09 
AFL Aflac Inc.
+1.17%
+$4,624 
ITW Illinois Tool Works Inc.
+1.16%
+$6,909 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$20,716.17 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$5,352.64 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$19,457.47 
JNJ Johnson & Johnson
+1.07%
+$12,632.7 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$18,021.49 
V Visa Inc. Class A
+1.03%
+$8,048.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$4,560.3 
VO Vanguard Mid-Cap ETF
+0.97%
+$20,706.76 
SCHH Schwab U.S. REIT ETF
+0.96%
+$3,877.11 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$4,230.8 
VTV Vanguard Value ETF
+0.94%
+$69,319.73 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$25,078.42 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$37,077.38 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$5,573.1 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$4,735 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,203.92 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$11,637.09 
PG Procter & Gamble Co
+0.85%
+$4,492.9 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$2,594.89 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$4,772.31 
XLE Energy Select Sector SPDR Fund
+0.77%
+$3,233.12 
CVX Chevron Corporation
+0.74%
+$2,592.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,410.24 
HD The Home Depot, Inc.
+0.72%
+$3,795.48 
COST Costco Wholesale Corporation
+0.72%
+$12,714.81 
FWD AB Disruptors ETF
+0.71%
+$2,122.31 
UNH UnitedHealth Group Incorporated
+0.71%
+$8,679.24 
PYPL PayPal Holdings Inc
+0.7%
+$1,139.12 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$27,922.33 
INGR Ingredion Inc.
+0.66%
+$990.26 
EMR Emerson Electric Co.
+0.64%
+$1,983.8 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,794.72 
VOO Vanguard S&P 500 ETF
+0.58%
+$2,322.64 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$34,990.48 
GOOGL Alphabet Inc
+0.56%
+$31,426.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$3,031.68 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$3,261.96 
GOOG Alphabet Inc
+0.46%
+$11,893.28 
WMT Walmart Inc.
+0.45%
+$9,087.33 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,554 
FEGE First Eagle Global Equity ETF
+0.42%
+$1,533 
PEP PepsiCo, Inc.
+0.4%
+$2,527.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$20,250.75 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$4,799.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,286.22 
ERIE Erie Indemnity Company
+0.29%
+$1,293.6 
MMM 3M Company
+0.29%
+$1,054.32 
UHS Universal Health Services, Inc.
+0.29%
+$1,322.99 
XOM Exxon Mobil Corporation
+0.28%
+$945.87 
VUG Vanguard Growth ETF
+0.22%
+$16,641.72 
ADP Automatic Data Processing Inc.
+0.2%
+$420.2 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.17%
+$269.23 
PFE Pfizer Inc.
+0.15%
+$390.36 
NVDA NVIDIA Corporation
+0.14%
+$6,968.17 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$5,677.04 
PH Parker-Hannifin Corporation
+0.12%
+$1,606 
MSFT Microsoft Corp.
+0.1%
+$3,828.4 
KO The Coca-Cola Company
+0.1%
+$706.56 
IAU iShares Gold Trust
+0.09%
+$182 
TM Toyota Motor Corporation
+0.06%
+$130 
FDX FedEx Corporation
+0.05%
+$370.8 
ORCL Oracle Corporation
+0.05%
+$657.83 
TJX The TJX Companies, Inc.
+0.05%
+$606 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$388.83 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$81.01 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$114.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$321.83 
ABC AmerisourceBergen Corporation
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLL Ball Corp
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$71,145.35 
NKE Nike, Inc. - Class B
-2.32%
-$5,702.01 
AAPL Apple Inc.
-1.52%
-$210,712.5 
MU Micron Technology, Inc.
-1.43%
-$19,037.1 
MRK Merck & Co., Inc.
-1.41%
-$5,870.31 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$14,537.2 
DKS Dick's Sporting Goods, Inc.
-1.3%
-$7,142.32 
AMZN Amazon.com Inc
-1.23%
-$29,475.68 
NFLX Netflix, Inc.
-1.14%
-$18,274.5 
BA Boeing Company
-1.13%
-$3,107.38 
CSCO Cisco Systems, Inc.
-0.6%
-$4,596.08 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,170.96 
FICO Fair Isaac Corporation
-0.57%
-$676.5 
RIGS RiverFront Strategic Income Fund
-0.44%
-$1,402.9 
RTX RTX Corporation
-0.33%
-$2,386.32 
DIS The Walt Disney Company
-0.3%
-$982.71 
META Meta Platforms Inc Class A
-0.23%
-$3,366.97 
MDT Medtronic plc
-0.21%
-$389.98 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$6,292.8 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$560.42 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$760.02 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$786.51 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$846.51 
LOW Lowe's Companies Inc.
-0.1%
-$730.62 
HTRB Hartford Total Return Bond ETF
-0.09%
-$1,067.76 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$1,214.66 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$266.04 
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$400.06 
YEAR AB Ultra Short Income ETF
-0.04%
-$170.44 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.03%
-$310.62 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$51.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1404 | Longs Won 715/1404 50% | Profit Factor 6.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,966 |
| Average Win $83,004.46 | Best Trade (Jun 11) $4.85M | Sharpe Ratio -11.65 |
| Average Loss -$13,570.52 | Worst Trade (Jun 11) -$467,145 | Z-Score -0.98 (67.08%) |
| Commissions $0 | Avg. Trade Length 2y 2w | Expectancy $35,611.18 |
| 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, MonthlyNo 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
