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:
76.83%
Gain +0.54%
Monthly
0.76%
Yearly
9.56%
Drawdown
17.06%
$165.34M
Equity
Holdings
$165.34M
Investment
$114.65M
$53.04M
Profit +$681,444.44
Realized
$2.35M
Unrealized
$50.69M
Dividends
$9.35M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$681,444.44
Win %
72%
This Week
Compared To Last Week
Gain
0.41%
Profit
$681,444.44
Win %
72%
This Month
Compared to last month
Gain
0.63%
Profit
$1.04M
Win %
72%
This Year
Compared to last year
Gain
0.63%
Profit
$1.04M
Win %
71%
TSLA Tesla, Inc.
+5.7%
+$12,650.1 
GEV GE Vernova Inc.
+5.47%
+$14,803.88 
INTC Intel Corporation
+5.05%
+$38,943.69 
WDC Western Digital Corp.
+4.81%
+$55,341.97 
LRCX Lam Research Corp.
+3.61%
+$65,649 
PWR Quanta Services, Inc.
+3.47%
+$12,871.84 
CSCO Cisco Systems, Inc.
+3.46%
+$19,542.24 
MU Micron Technology Inc.
+3.36%
+$30,532.51 
AMAT Applied Materials Inc.
+3.25%
+$3,604.44 
DAL Delta Air Lines, Inc.
+3.18%
+$5,670.56 
RTX RTX Corporation
+2.91%
+$19,502.72 
PH Parker-Hannifin Corporation
+2.67%
+$30,032.99 
NVDA NVIDIA Corporation
+2.54%
+$108,657.72 
GS The Goldman Sachs Group, Inc.
+2.17%
+$4,572 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$74,468.31 
SNDK Sandisk Corp.
+1.91%
+$26,037 
BNY Bank of New York Mellon Corp.
+1.72%
+$8,762.11 
NKE Nike, Inc. Class B Common Stock
+1.7%
+$2,933.7 
FWD AB Disruptors ETF
+1.61%
+$5,972.85 
VLO Valero Energy Corporation
+1.59%
+$30,313.84 
NVS Novartis AG Sponsored ADR
+1.58%
+$5,896.13 
MSFT Microsoft Corporation Common Stock
+1.49%
+$68,575.05 
TMO Thermo Fisher Scientific Inc.
+1.37%
+$20,260.88 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$4,223.7 
GE General Electric Company
+1.2%
+$4,533.91 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.17%
+$4,042.02 
PM Philip Morris International Inc.
+1.15%
+$6,011.25 
VUG Vanguard Morningstar Growth ETF
+1.01%
+$76,560 
BRK-A Berkshire Hathaway Inc.
+0.97%
+$7,879 
BRK-B Berkshire Hathaway Inc.
+0.96%
+$39,427.87 
JNJ Johnson & Johnson
+0.94%
+$11,853.45 
CAH Cardinal Health, Inc.
+0.92%
+$3,462.48 
FDX FedEx Corp.
+0.85%
+$4,743 
JPM JPMorgan Chase & Co.
+0.85%
+$8,604.98 
XLG Invesco S&P 500 Top 50 ETF
+0.83%
+$36,948.08 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.8%
+$4,841.43 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.8%
+$3,193.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.75%
+$1,701.27 
CAT Caterpillar Inc.
+0.75%
+$4,683.69 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$43,998.54 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.73%
+$5,126.17 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.73%
+$3,423.55 
WPC W. P. Carey Inc.
+0.72%
+$4,255.46 
VOO Vanguard S&P 500 ETF
+0.72%
+$2,977.76 
HIDV AB US High Dividend ETF
+0.6%
+$1,954.8 
SCHA Schwab U.S. Small-Cap ETF
+0.57%
+$8,716.09 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.56%
+$11,865.58 
TM Toyota Motor Corporation Sponsored ADR
+0.56%
+$1,220.99 
VYM Vanguard High Dividend Yield ETF
+0.53%
+$3,386.68 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.53%
+$2,407.97 
LRGC AB US Large Cap Strategic Equities ETF
+0.53%
+$1,138.05 
ITW Illinois Tool Works Inc.
+0.5%
+$2,977.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.5%
+$2,542.04 
SCHH Schwab U.S. REIT ETF
+0.48%
+$1,830.51 
RDVY First Trust Rising Dividend Achievers ETF
+0.47%
+$2,325.45 
LLY Eli Lilly and Company
+0.46%
+$13,918.19 
VTV Vanguard Morningstar Value ETF
+0.46%
+$35,718.24 
AFL Aflac Incorporated
+0.43%
+$1,768 
XOM ExxonMobil Holdings Corporation
+0.41%
+$1,208.23 
JEPI JPMorgan Equity Premium Income ETF
+0.41%
+$3,229.89 
VEA Vanguard FTSE Developed Markets ETF
+0.38%
+$20,304.6 
COF Capital One Financial Corp.
+0.34%
+$2,546.6 
EMR Emerson Electric Co.
+0.32%
+$916.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.31%
+$8,702.09 
IAU iShares Gold Trust
+0.31%
+$598 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.3%
+$4,463.86 
LOWV AB US Low Volatility Equity ETF
+0.3%
+$659.94 
AMZN Amazon.com Inc
+0.29%
+$6,547.97 
XLE State Street Energy Select Sector SPDR ETF
+0.29%
+$1,801.8 
ABBV AbbVie Inc.
+0.28%
+$1,207.7 
CWI State Street SPDR MSCI ACWI ex-US ETF
+0.28%
+$3,997.73 
RIGS ALPS Strategic Income Fund
+0.27%
+$841.38 
ORCL Oracle Corporation
+0.27%
+$2,298.4 
USB U.S. Bancorp
+0.23%
+$893.29 
CWB SPDR Bloomberg Convertible Securities ETF
+0.23%
+$1,585.62 
XLF State Street Financial Select Sector SPDR ETF
+0.21%
+$6,678.4 
WMT Walmart Inc.
+0.16%
+$2,998.39 
HTRB Hartford Total Return Bond ETF
+0.14%
+$1,572.03 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.13%
+$1,203.51 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
+0.1%
+$1,509.8 
SPLV Invesco S&P 500 Low Volatility ETF
+0.1%
+$1,346.47 
WFC Wells Fargo & Company
+0.1%
+$303.12 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$502.98 
BND Vanguard Total Bond Market ETF
+0.06%
+$442.26 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.06%
+$203.49 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$195.25 
COST Costco Wholesale Corp
+0.05%
+$796.98 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$308.65 
SPBO State Street SPDR Portfolio Corporate Bond ETF
+0.02%
+$108.87 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$68.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TOTL State Street DoubleLine Total Return Tactical ETF
0%
$0 3771
37717W315
0%
$0 
MRK Merck & Co., Inc.
-3.49%
-$13,822.39 
VZ Verizon Communications Inc.
-3.48%
-$12,679.47 
NFLX Netflix Inc.
-3.29%
-$37,758 
CMCSA Comcast Corp. Class A Common Stock
-2.91%
-$7,448.1 
STZ Constellation Brands Inc. Class A
-2.45%
-$8,581.57 
UNH UnitedHealth Group Inc.
-2.02%
-$23,258.36 
DIS The Walt Disney Company
-1.86%
-$6,226.34 
META Meta Platforms Inc Class A
-1.77%
-$26,151 
CVS CVS Health Corporation Common Stock
-1.36%
-$3,119.12 
CDW CDW Corporation
-1.34%
-$5,237.7 
ADP Automatic Data Processing Inc.
-1.29%
-$4,125.05 
GOOG Alphabet Inc
-1.12%
-$23,817.12 
GOOGL Alphabet Inc
-1.03%
-$47,424.79 
PFE Pfizer Inc.
-0.97%
-$2,076.12 
MDT Medtronic plc
-0.92%
-$1,610.87 
AAPL Apple Inc.
-0.9%
-$137,221.16 
V Visa Inc. Class A
-0.89%
-$7,862.42 
TJX The TJX Companies, Inc.
-0.86%
-$9,093.74 
PG The Procter & Gamble Company
-0.81%
-$4,329.01 
FEGE First Eagle Global Equity ETF
-0.76%
-$3,793.97 
UHS Universal Health Services Inc. Class B Common Stock
-0.75%
-$3,990 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.7%
-$2,329.89 
BALL Ball Corporation
-0.68%
-$1,551.44 
CVX Chevron Corporation
-0.68%
-$4,281.83 
ERIE Erie Indemnity Company Class A Common Stock
-0.67%
-$3,162 
DKS DICK'S Sporting Goods, Inc.
-0.55%
-$1,716.8 
MMM 3M Company
-0.55%
-$1,801.22 
BA The Boeing Company
-0.55%
-$1,172.15 
XEL Xcel Energy Inc.
-0.55%
-$3,338.4 
SCHE Schwab Emerging Markets Equity ETF
-0.52%
-$2,874.42 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.46%
-$990.23 
LOW Lowe's Companies, Inc.
-0.44%
-$2,672.61 
PEP PepsiCo, Inc.
-0.42%
-$2,025.78 
HD The Home Depot, Inc.
-0.36%
-$1,735.06 
KO The Coca-Cola Company
-0.29%
-$2,113.64 
INGR Ingredion Incorporated
-0.25%
-$347.8 
XLV State Street Health Care Select Sector SPDR ETF
-0.17%
-$6,713.1 
SCHD Schwab U.S. Dividend Equity ETF
-0.16%
-$1,093.79 
XLU State Street Utilities Select Sector SPDR ETF
-0.14%
-$2,466.66 
COR Cencora Inc.
-0.14%
-$1,334 
NVO Novo Nordisk A/S Sponsored ADR
-0.1%
-$316.23 
NEE NextEra Energy Inc.
-0.1%
-$725.18 
VGSH Vanguard Short-Term Treasury ETF
-0.05%
-$144.36 
YEAR AB Ultra Short Income ETF
-0.05%
-$283.95 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.04%
-$292.77 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$644.16 
SCHP Schwab U.S. TIPS ETF
-0.01%
-$86.76 Events
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Dividends
Dividend Analysis
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| Trades 1630 | Longs Won 852/1630 52% | Profit Factor 6.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,649.89 |
| Average Win $74,135.05 | Best Trade (Oct 23) $6.52M | Sharpe Ratio -9.77 |
| Average Loss -$13,014.85 | Worst Trade (Mar 30) -$410,130 | Z-Score 5.42 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m | Expectancy $32,538.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3771 37717W315 | 4,158 | $223.63 | $223.63 | - | - | - | 0.0 |
| AAPL Apple Inc. | 43,981 | $7.79M | $15.16M | - | $7.36M | 94.49% | -0.897% |
| ABBV AbbVie Inc. | 1,491 | $206,080.97 | $427,096.95 | - | $221,015.98 | 107.25% | +0.284% |
| ADP Automatic Data Processing Inc. | 1,055 | $257,878.9 | $316,763.75 | - | $58,884.85 | 22.83% | -1.286% |
| AFL Aflac Incorporated | 3,400 | $219,368 | $411,502 | - | $192,134 | 87.59% | +0.431% |
| AMAT Applied Materials Inc. | 294 | $212,562 | $114,513 | - | -$98,049 | -46.13% | +3.25% |
| AMZN Amazon.com Inc | 9,158 | $1.52M | $2.28M | - | $757,428.53 | 49.82% | +0.288% |
| BA The Boeing Company | 1,138 | $228,200.73 | $213,170.16 | - | -$15,030.57 | -6.59% | -0.547% |
| BALL Ball Corporation | 3,526 | $180,319.64 | $226,792.32 | - | $46,472.68 | 25.77% | -0.679% |
| BND Vanguard Total Bond Market ETF | 9,828 | $718,418.91 | $700,195.86 | - | -$18,223.05 | -2.54% | +0.063% |
| BNY Bank of New York Mellon Corp. | 3,526 | $205,755.49 | $518,762.75 | - | $313,007.26 | 152.13% | +1.718% |
| BRK-A Berkshire Hathaway Inc. | 1 | $754,200 | $821,474 | - | $67,274 | 8.92% | +0.968% |
| BRK-B Berkshire Hathaway Inc. | 7,575 | $2.69M | $4.15M | - | $1.46M | 54.31% | +0.96% |
| CAH Cardinal Health, Inc. | 1,512 | $169,253.89 | $380,812.32 | - | $211,558.43 | 124.99% | +0.918% |
| CAT Caterpillar Inc. | 913 | $342,638.89 | $631,914.69 | - | $289,275.8 | 84.43% | +0.747% |
| CDW CDW Corporation | 2,370 | $485,328.6 | $386,073 | - | -$99,255.6 | -20.45% | -1.339% |
| CMCSA Comcast Corp. Class A Common Stock | 11,285 | $559,183.57 | $248,608.55 | - | -$310,575.02 | -55.54% | -2.909% |
| COF Capital One Financial Corp. | 3,745 | $796,786.2 | $756,564.9 | - | -$40,221.3 | -5.05% | +0.338% |
| COR Cencora Inc. | 2,900 | $405,306.34 | $958,566 | - | $553,259.66 | 136.5% | -0.139% |
| COST Costco Wholesale Corp | 1,594 | $905,738.45 | $1.6M | - | $694,350.63 | 76.66% | +0.05% |
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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 - $2.24M, NVIDIA Corporation - $1.03M, Vanguard FTSE Developed Markets ETF - $579,756.19, Vanguard Morningstar Value ETF - $520,966.71, and Apple Inc - $452,303.13. 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 - $206,872.45, SPDR S&P 600 Small Cap ETF - $193,295.62, and Nike, Inc. Class B Common Stock - $144,303.59. 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 $9.35M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $512,606.72, Vanguard Morningstar Value ETF - $497,179.86, State Street SPDR Portfolio Short Term Corporate Bond ETF - $392,653.98, State Street SPDR Portfolio Aggregate Bond ETF - $272,228.13, and State Street Health Care Select Sector SPDR ETF - $267,016.13. 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.
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