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:
58.85%
Gain -1.48%
Monthly
0.76%
Yearly
9.55%
Drawdown
17.05%
$159.62M
Equity
Holdings
$159.62M
Investment
$111.45M
$49.67M
Profit -$1.99M
Realized
$1.5M
Unrealized
$48.18M
Dividends
$8.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.48%
Profit
-$1.99M
Win %
75%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$797,213.86
Win %
75%
This Month
Compared to last month
Gain
-1.42%
Profit
-$2.3M
Win %
75%
This Year
Compared to last year
Gain
12.49%
Profit
$17.72M
Win %
73%
SNDK SanDisk Corporation
+4.92%
+$73,593.06 
MU Micron Technology, Inc.
+3.63%
+$41,184.74 
INTC Intel Corporation
+3.52%
+$31,057.84 
WDC Western Digital Corporation
+3.39%
+$54,445.7 
MSFT Microsoft Corp.
+2.09%
+$74,036.99 
VLO Valero Energy Corporation
+1.9%
+$27,317.87 
GOOG Alphabet Inc
+1.62%
+$40,191.2 
CVX Chevron Corporation
+1.5%
+$7,642.2 
GOOGL Alphabet Inc
+1.5%
+$75,351.68 
AMZN Amazon.com Inc
+1.23%
+$27,748.74 
RTX RTX Corporation
+1.14%
+$7,746.2 
XLE Energy Select Sector SPDR Fund
+1.05%
+$5,302.82 
XOM Exxon Mobil Corporation
+1.02%
+$2,719.53 
V Visa Inc. Class A
+0.96%
+$7,443.1 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$33,566.4 
CWB SPDR Bloomberg Convertible Securities ETF
+0.85%
+$6,342.5 
NVDA NVIDIA Corporation
+0.74%
+$31,667.72 
MDT Medtronic plc
+0.73%
+$1,399.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$2,354.62 
MMM 3M Company
+0.68%
+$2,064.46 
STZ Constellation Brands, Inc.
+0.67%
+$2,247.25 
TJX The TJX Companies, Inc.
+0.6%
+$6,692.93 
RIGS RiverFront Strategic Income Fund
+0.56%
+$1,759.26 
SCHE Schwab Emerging Markets Equity ETF
+0.55%
+$3,113.95 
FWD AB Disruptors ETF
+0.53%
+$1,834.64 
TM Toyota Motor Corporation
+0.51%
+$1,001 
CMCSA Comcast Corp
+0.48%
+$1,320.78 
VUG Vanguard Growth ETF
+0.45%
+$33,285.72 
BNY BlackRock New York Municipal Income Trust
+0.39%
+$2,133.23 
META Meta Platforms Inc Class A
+0.36%
+$5,301.48 
XLG Invesco S&P 500 Top 50 ETF
+0.23%
+$9,960.02 
USB U.S. Bancorp
+0.22%
+$925.96 
BRK-A Berkshire Hathaway Inc.
+0.2%
+$1,493.88 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$7,090.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.18%
+$852.8 
VOO Vanguard S&P 500 ETF
+0.17%
+$698.57 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.17%
+$1,079.7 
COF Capital One Financial Corporation
+0.16%
+$1,274.32 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$9,502.31 
SCHA Schwab U.S. Small-Cap ETF
+0.15%
+$2,383.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$351.56 
CVS CVS Health Corporation
+0.1%
+$268.38 
KO The Coca-Cola Company
+0.09%
+$559.44 
INGR Ingredion Inc.
+0.07%
+$103.53 
VO Vanguard Mid-Cap ETF
+0.06%
+$1,186.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$204.15 
CWI SPDR MSCI ACWI ex-US ETF
+0.04%
+$552.71 
FEGE First Eagle Global Equity ETF
+0.03%
+$119.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YEAR AB Ultra Short Income ETF
0%
$0 
ORCL Oracle Corporation
-2.43%
-$20,906.7 
NFLX Netflix, Inc.
-2.35%
-$28,350 
AAPL Apple Inc.
-2.33%
-$347,073.31 
TSLA Tesla, Inc.
-2.15%
-$4,887.2 
EMR Emerson Electric Co.
-2.06%
-$5,301.48 
NVS Novartis AG Sponsored ADR
-1.99%
-$7,549.02 
MRK Merck & Co., Inc.
-1.99%
-$6,902.81 
LOW Lowe's Companies Inc.
-1.98%
-$12,683.23 
LLY Eli Lilly and Company
-1.96%
-$54,882.03 
FDX FedEx Corporation
-1.95%
-$11,364.62 
HD The Home Depot, Inc.
-1.91%
-$9,824.51 
LRCX Lam Research Corporation
-1.73%
-$43,820.92 
PEP PepsiCo, Inc.
-1.68%
-$8,910.2 
CAT Caterpillar Inc.
-1.66%
-$13,338.96 
WMT Walmart Inc.
-1.63%
-$29,343.36 
ITW Illinois Tool Works Inc.
-1.55%
-$9,641.25 
BA Boeing Company
-1.43%
-$3,470.9 
JNJ Johnson & Johnson
-1.39%
-$16,741.09 
CDW CDW Corporation
-1.37%
-$4,449.9 
DIS The Walt Disney Company
-1.33%
-$3,928.6 
NKE Nike, Inc. - Class B
-1.22%
-$2,628.99 
DKS Dick's Sporting Goods, Inc.
-1.21%
-$5,643.98 
WFC Wells Fargo & Company
-1.03%
-$3,425.43 
NVO Novo Nordisk A/S Sponsored ADR
-1.01%
-$3,879.06 
PFE Pfizer Inc.
-0.8%
-$1,431.79 
PG Procter & Gamble Co
-0.77%
-$3,846.15 
CAH Cardinal Health Inc.
-0.74%
-$2,570.4 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$8,576.92 
COST Costco Wholesale Corporation
-0.73%
-$11,171.1 
PH Parker-Hannifin Corporation
-0.7%
-$9,031.6 
BALL Ball Corp.
-0.7%
-$1,573.44 
XLV Health Care Select Sector SPDR Fund
-0.68%
-$24,677.31 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,612.79 
COR Cencora, Inc.
-0.55%
-$5,099.94 
SPLV Invesco S&P 500 Low Volatility ETF
-0.54%
-$7,509.43 
JPM JPMorgan Chase & Co.
-0.54%
-$5,619.9 
ERIE Erie Indemnity Company
-0.51%
-$2,268.31 
SCHH Schwab U.S. REIT ETF
-0.43%
-$1,764.94 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.41%
-$2,160.72 
UNH UnitedHealth Group Incorporated
-0.41%
-$4,977.17 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.4%
-$6,272.7 
XLU Utilities Select Sector SPDR Fund
-0.4%
-$7,356.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.36%
-$1,186.59 
ABBV AbbVie Inc.
-0.35%
-$1,321.21 
UHS Universal Health Services, Inc.
-0.34%
-$1,586.03 
SPBO SPDR Portfolio Corporate Bond ETF
-0.33%
-$1,909.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$18,261.54 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$1,895.47 
AFL Aflac Inc.
-0.3%
-$1,292 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.3%
-$1,898 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$1,072.08 
WPC W. P. Carey Inc.
-0.29%
-$2,035.22 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.28%
-$455.73 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$1,854.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$995.31 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.25%
-$2,288.33 
HTRB Hartford Total Return Bond ETF
-0.25%
-$2,875.89 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.23%
-$1,602.72 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$1,341 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$1,055.87 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.22%
-$3,339.49 
IAU iShares Gold Trust
-0.2%
-$403 
XEL Xcel Energy Inc.
-0.2%
-$1,256.8 
XLF Financial Select Sector SPDR Fund
-0.17%
-$5,536.69 
VTV Vanguard Value ETF
-0.16%
-$11,765.7 
PM Philip Morris International Inc.
-0.15%
-$761.25 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$840.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$3,611.44 
VZ Verizon Communications Inc.
-0.13%
-$449.79 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$811.86 
CSCO Cisco Systems, Inc.
-0.09%
-$556.08 
HIDV AB Active ETFs, Inc. AB US High Dividend ETF
-0.09%
-$300.8 
ADP Automatic Data Processing Inc.
-0.09%
-$219.65 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$221 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.07%
-$295.12 
RDVY First Trust Rising Dividend Achievers ETF
-0.05%
-$255 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$117.84 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$278.61 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$322.38 Events
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Dividends
Dividend Analysis
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| Trades 1521 | Longs Won 791/1521 52% | Profit Factor 6.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,908.65 |
| Average Win $75,157.48 | Best Trade (Jul 19) $6.1M | Sharpe Ratio -9.73 |
| Average Loss -$13,390.97 | Worst Trade (Mar 30) -$410,130 | Z-Score -0.81 (58.24%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w | Expectancy $32,658.88 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
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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 - $2.23M, NVIDIA Corporation - $903,118.41, VANGUARD FTSE DEVELOPED MARKETS ETF - $510,108.34, Vanguard Value ETF - $486,987.34, and Walmart Inc - $439,385.36. 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 - $228,817.74, W. P. Carey Inc - $206,959.38, 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 $8.86M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $499,006.31, Vanguard Value ETF - $463,200.49, SPDR Portfolio Short Term Corporate Bond ETF - $371,572.63, SPDR Portfolio Aggregate Bond ETF - $256,115.98, 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.
