JSD
Jeffrey S. Dabbs Portfolio
Invests via Kercheville Advisors LLC | Managed by Joe Kercheville, Josh Kercheville
Invests via Kercheville Advisors LLC
Managed by Joe Kercheville, Josh Kercheville
Automatically Tracked
Jeffrey S. Dabbs Profile
With an extensive background in corporate finance and capital markets, Jeffrey S. Dabbs stands out as a dynamic investor-operator in the financial services sector. His career has encompassed senior roles within prominent investment firms, where he played critical parts in deal structuring and execution. Dabbs possesses a keen understanding of market dynamics and fosters relationships with strategic stakeholders to drive business growth. He also actively engages with emerging technologies, positioning himself at the forefront of industry trends that influence investment strategies today. Through his leadership and expertise, he continues to shape conversations around innovation in finance.
With an extensive background in corporate finance and capital markets, Jeffrey S. Dabbs stands out as a dynamic investor-operator in the financial services sector. His career has encompassed senior roles within prominent investment firms, where he played critical parts in deal structuring and execution. Dabbs possesses a keen understanding of market dynamics and fosters relationships with strategic stakeholders to drive business growth. He also actively engages with emerging technologies, positioning himself at the forefront of industry trends that influence investment strategies today. Through his leadership and expertise, he continues to shape conversations around innovation in finance.
Investment Philosophy & Strategy
In the rapidly evolving landscape of finance, understanding market shifts is paramount for success. Jeffrey S. Dabbs exemplifies this insight through a proactive approach to investing that leverages his deep expertise in corporate finance and capital markets. By emphasizing innovative technology adoption, he seeks opportunities that traditional investors may overlook, positioning his investments at the forefront of industry disruption. The focus on strategic partnerships reflects an intention to drive meaningful growth while enhancing competitive advantages within the sector. His ability to navigate complex financial environments and identify trends establishes him as a forward-thinking leader committed to shaping future investment trajectories.
In the rapidly evolving landscape of finance, understanding market shifts is paramount for success. Jeffrey S. Dabbs exemplifies this insight through a proactive approach to investing that leverages his deep expertise in corporate finance and capital markets. By emphasizing innovative technology adoption, he seeks opportunities that traditional investors may overlook, positioning his investments at the forefront of industry disruption. The focus on strategic partnerships reflects an intention to drive meaningful growth while enhancing competitive advantages within the sector. His ability to navigate complex financial environments and identify trends establishes him as a forward-thinking leader committed to shaping future investment trajectories.
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:
123.01%
Gain -0.89%
Monthly
1.44%
Yearly
18.72%
Drawdown
23.58%
$335.12M
Equity
Holdings
$335.12M
Investment
$206.93M
$191.38M
Profit -$2.73M
Realized
$63.19M
Unrealized
$128.19M
Dividends
$20.86M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$2.73M
Win %
63%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$2.73M
Win %
63%
This Month
Compared to last month
Gain
0.09%
Profit
$298,967.52
Win %
63%
This Year
Compared to last year
Gain
2.02%
Profit
$6.63M
Win %
67%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$41,248.79 
PANW Palo Alto Networks, Inc.
+13.09%
+$138,528.03 
IBRX ImmunityBio, Inc.
+5.82%
+$296,555.1 
AVAV AeroVironment Inc.
+4.56%
+$11,874.75 
CELH Celsius Holdings Inc.
+4.52%
+$130,785.9 
SHOP Shopify Inc.
+3.96%
+$31,263 
NFLX Netflix, Inc.
+3.77%
+$168,735.12 
PLTR Palantir Technologies Inc.
+3.64%
+$99,936.9 
GOOGL Alphabet Inc
+3.22%
+$282,617.28 
GOOG Alphabet Inc
+3.06%
+$551,803.32 
META Meta Platforms Inc Class A
+2.71%
+$239,549.38 
MO Altria Group, Inc.
+2.38%
+$7,073.32 
UPS United Parcel Service, Inc.
+2.15%
+$13,366.08 
UPST Upstart Holdings, Inc.
+1.99%
+$7,650 
MCD McDonald's Corporation
+1.98%
+$24,909.72 
MSFT Microsoft Corp.
+1.97%
+$120,235.32 
SUN Sunoco L.P.
+1.93%
+$238,629 
LLY Eli Lilly and Company
+1.92%
+$128,721.45 
SOFI SoFi Technologies, Inc.
+1.91%
+$4,055.7 
WMT Walmart Inc.
+1.8%
+$120,430.07 
T AT&T Inc.
+1.78%
+$7,608.8 
ABBV AbbVie Inc.
+1.78%
+$6,485.28 
COST Costco Wholesale Corporation
+1.56%
+$172,097.94 
VZ Verizon Communications Inc.
+1.35%
+$3,978.48 
UBER Uber Technologies, Inc.
+1.35%
+$32,289.87 
V Visa Inc. Class A
+1.32%
+$5,031.28 
XBI SPDR S&P Biotech ETF
+0.9%
+$34,960.95 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$18,868.24 
DE Deere & Company
+0.87%
+$13,311.4 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$6,340.95 
LUV Southwest Airlines Co.
+0.79%
+$27,860.94 
BMY Bristol-Myers Squibb Company
+0.72%
+$1,907.62 
HD The Home Depot, Inc.
+0.7%
+$6,889.75 
MRK Merck & Co., Inc.
+0.63%
+$3,642.73 
PSNL Personalis Inc.
+0.49%
+$7,504 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.45%
+$603.13 
SBUX Starbucks Corporation
+0.32%
+$13,397.76 
AAPL Apple Inc.
+0.24%
+$56,437.56 
MPC Marathon Petroleum Corporation
+0.15%
+$511.54 
GLW Corning Incorporated
-13.63%
-$160,007.33 
GEV GE Vernova Inc.
-8.62%
-$670,643.7 
CRDO Credo Technology Group Holding Ltd.
-7.92%
-$18,525.85 
VRT Vertiv Holdings Co
-7.64%
-$21,593 
MRVL Marvell Technology, Inc.
-7.32%
-$86,641.92 
AMAT Applied Materials, Inc.
-7.07%
-$9,038.4 
BE Bloom Energy Corporation
-6.81%
-$352,219.05 
DELL Dell Technologies Inc.
-5.81%
-$545,488 
INTC Intel Corporation
-5.59%
-$203,440.75 
MU Micron Technology, Inc.
-5.25%
-$307,277.54 
SNDK SanDisk Corporation
-4.98%
-$39,866.4 
AVGO Broadcom Inc.
-4.77%
-$33,072.05 
WDC Western Digital Corporation
-4.5%
-$16,099.99 
AMD Advanced Micro Devices, Inc.
-4.4%
-$388,512 
CAT Caterpillar Inc.
-4.27%
-$181,338.6 
SNPS Synopsys, Inc.
-3.99%
-$35,394.82 
GS The Goldman Sachs Group, Inc.
-3.97%
-$22,197.84 
TT Trane Technologies plc
-3.75%
-$19,189.6 
GDXJ VanEck Junior Gold Miners ETF
-3.58%
-$288,801.29 
CCJ Cameco Corporation
-3.53%
-$142,203.82 
NVDA NVIDIA Corporation
-3.35%
-$813,156.84 
UTG Reaves Utility Income Fund
-3.3%
-$61,691.25 
GDX VanEck Gold Miners ETF
-3.04%
-$306,139.2 
STX Seagate Technology Holdings plc
-2.96%
-$19,687.98 
FCX Freeport-McMoRan Inc.
-2.43%
-$6,092.7 
WES Western Midstream Partners, LP
-2.35%
-$25,300 
STLD Steel Dynamics Inc.
-2.19%
-$12,529.32 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$27,203.49 
VLO Valero Energy Corporation
-1.95%
-$13,718.76 
RCL Royal Caribbean Group
-1.86%
-$3,463.11 
CSCO Cisco Systems, Inc.
-1.85%
-$26,527.05 
TSLA Tesla, Inc.
-1.77%
-$102,840.65 
UEC Uranium Energy Corp.
-1.77%
-$8,436 
XEL Xcel Energy Inc.
-1.76%
-$4,842.53 
FNV Franco-Nevada Corporation
-1.64%
-$7,987.52 
MPLX MPLX LP
-1.59%
-$130,774.15 
GLD SPDR Gold Shares
-1.51%
-$43,006.88 
AEM Agnico Eagle Mines Limited
-1.4%
-$230,074.37 
XLU Utilities Select Sector SPDR Fund
-1.36%
-$5,520 
AMZN Amazon.com Inc
-1.26%
-$295,044.12 
NMZ Nuveen Municipal High Income Opportunity Fund
-1.15%
-$3,230.04 
AKAM Akamai Technologies Inc.
-1.14%
-$10,004 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.06%
-$15,770.41 
TEI Templeton Emerging Markets Income Fund
-1.06%
-$4,524.73 
PML PIMCO Municipal Income Fund II
-1%
-$1,821.54 
CVX Chevron Corporation
-0.89%
-$16,071.5 
VCV Invesco California Value Municipal Income Trust
-0.81%
-$1,040 
AMLP Alerian MLP ETF
-0.79%
-$3,586 
DBL DoubleLine Opportunistic Credit Fund
-0.78%
-$1,309 
GRMN Garmin Ltd.
-0.78%
-$4,390.02 
NAD Nuveen Quality Municipal Income Fund
-0.77%
-$7,850.77 
AGI Alamos Gold Inc.
-0.68%
-$16,274.12 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.62%
-$1,330 
VGM Invesco Trust for Investment Grade Municipals
-0.61%
-$1,330.44 
EPD Enterprise Products Partners L.P.
-0.51%
-$20,584 
VPV Invesco Pennsylvania Value Municipal Income Trust
-0.46%
-$500 
ALG Alamo Group Inc.
-0.4%
-$4,012 
GPIX S&P 500 Core Premium Income Fund
-0.38%
-$1,022.7 
IWM iShares Russell 2000 ETF
-0.35%
-$4,403.6 
ET Energy Transfer L.P.
-0.33%
-$7,032.13 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.26%
-$1,773.69 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.23%
-$3,155.9 
VMO Invesco Municipal Opportunity Trust
-0.21%
-$371.34 
BX Blackstone Inc.
-0.16%
-$5,492 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$2,281.2 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.15%
-$396.15 
CGSD Capital Group Short Duration Income ETF
-0.12%
-$318.6 
BA Boeing Company
-0.07%
-$451.67 
IQI Invesco Quality Municipal Income Trust
-0.07%
-$131.1 Events
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Dividends
Dividend Analysis
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| Trades 1829 | Longs Won 1081/1829 59% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $719,122.83 |
| Average Win $224,307.98 | Best Trade (Aug 03) $15.91M | Sharpe Ratio -11.82 |
| Average Loss -$68,304.79 | Worst Trade (Sep 29) -$5.08M | Z-Score -4.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $104,639.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 69,676 | $9.43M | $23.21M | - | $13.78M | 146.24% | +0.244% |
| ABBV AbbVie Inc. | 1,416 | $255,450.2 | $370,567.2 | - | $115,117 | 45.06% | +1.781% |
| AEM Agnico Eagle Mines Limited | 81,877 | $4.48M | $16.17M | - | $11.69M | 260.87% | -1.402% |
| AGI Alamos Gold Inc. | 66,425 | $1.24M | $2.37M | - | $1.13M | 91.31% | -0.682% |
| AKAM Akamai Technologies Inc. | 8,200 | $917,651.5 | $865,674 | - | -$51,977.5 | -5.66% | -1.142% |
| ALG Alamo Group Inc. | 5,900 | $835,440 | $993,560 | - | $158,120 | 18.93% | -0.402% |
| AMAT Applied Materials, Inc. | 280 | $202,440 | $118,778.8 | - | -$83,661.2 | -41.33% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 17,100 | $2.75M | $8.44M | - | $5.68M | 206.42% | -4.402% |
| AMLP Alerian MLP ETF | 8,150 | $369,052.95 | $452,080.5 | - | $83,027.55 | 22.5% | -0.787% |
| AMZN Amazon.com Inc | 91,063 | $8.75M | $23.09M | - | $14.34M | 164.01% | -1.262% |
| AVAV AeroVironment Inc. | 1,775 | $429,354.75 | $272,285 | - | -$157,069.75 | -36.58% | +4.56% |
| AVGO Broadcom Inc. | 1,915 | $541,043.9 | $660,138.8 | - | $119,094.9 | 22.01% | -4.771% |
| BA Boeing Company | 2,914 | $611,611.42 | $612,799.63 | - | $1,188.21 | 0.19% | -0.074% |
| BE Bloom Energy Corporation | 18,765 | $1.63M | $4.82M | - | $3.19M | 196.07% | -6.807% |
| BMY Bristol-Myers Squibb Company | 4,147 | $224,093.98 | $265,822.7 | - | $41,728.72 | 18.62% | +0.723% |
| BRK-A Berkshire Hathaway Inc. | 1 | $347,815 | $772,340.95 | - | $424,525.95 | 122.06% | +0.828% |
| BRK-B Berkshire Hathaway Inc. | 4,156 | $1.42M | $2.14M | - | $715,141.7 | 50.19% | +0.89% |
| BX Blackstone Inc. | 27,460 | $3.68M | $3.52M | - | -$159,899.65 | -4.34% | -0.156% |
| CAT Caterpillar Inc. | 5,190 | $3.1M | $4.07M | - | $965,235.72 | 31.12% | -4.268% |
| CCJ Cameco Corporation | 41,702 | $3M | $3.89M | - | $894,471.45 | 29.86% | -3.527% |
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FAQ
Which stocks have generated the highest profits for Jeffrey S. Dabbs?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $9.38M, NVIDIA Corporation - $5.41M, NuStar Energy LP - $5.35M, Micron Technology, Inc - $4.6M, and Netflix, Inc - $4.45M. 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: Amazon.com Inc - $6.08M, Celsius Holdings Inc - $1.92M, Nio Inc - $1.67M, Upstart Holdings, Inc - $1.2M, and SoFi Technologies, Inc - $1.11M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey S. Dabbs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.86M earned over time. The largest contributors to dividend income include MPLX LP - $3.05M, Hess Midstream LP - $2.21M, NuStar Energy LP - $1.99M, Exxon Mobil Corporation - $1.34M, and Sunoco L.P - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey S. Dabbs's monthly returns?
Jeffrey S. Dabbs'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 Jeffrey S. Dabbs's strategy be considered aggressive or moderate?
Jeffrey S. Dabbs'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 Jeffrey S. Dabbs's strategy?
Jeffrey S. Dabbs'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.
