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:
42.06%
Gain +0.54%
Monthly
0.69%
Yearly
8.61%
Drawdown
13.36%
$338.44M
Equity
Holdings
$338.44M
Investment
$197.84M
$172.12M
Profit +$2.45M
Realized
$31.52M
Unrealized
$140.6M
Dividends
$19.85M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$2.45M
Win %
73%
This Week
Compared To Last Week
Gain
-3.45%
Profit
-$12.09M
Win %
73%
This Month
Compared to last month
Gain
-4.88%
Profit
-$17.36M
Win %
73%
This Year
Compared to last year
Gain
-0.21%
Profit
-$1.51M
Win %
74%
STX Seagate Technology Holdings plc
+7.25%
+$59,802.5 
WDC Western Digital Corporation
+6.36%
+$40,362 
AMD Advanced Micro Devices, Inc.
+4.73%
+$419,050 
BE Bloom Energy Corporation
+4.58%
+$363,147 
UEC Uranium Energy Corp.
+3.76%
+$24,220 
GEV GE Vernova Inc.
+3.65%
+$253,013.81 
GDXJ VanEck Junior Gold Miners ETF
+3.19%
+$274,894.45 
AEM Agnico Eagle Mines Limited
+3.16%
+$516,804.32 
FCX Freeport-McMoRan Inc.
+3.1%
+$7,256.2 
GDX VanEck Gold Miners ETF
+2.98%
+$301,166.16 
KGC Kinross Gold Corporation
+2.82%
+$7,560 
CELH Celsius Holdings Inc.
+2.75%
+$137,833.8 
LUV Southwest Airlines Co.
+2.69%
+$107,307.06 
GS The Goldman Sachs Group, Inc.
+2.61%
+$10,128.75 
T AT&T Inc.
+2.46%
+$9,037.17 
VZ Verizon Communications Inc.
+2.45%
+$6,747.05 
MUX McEwen Mining Inc.
+2.33%
+$4,730 
UTG Reaves Utility Income Fund
+2.04%
+$39,068.9 
CCJ Cameco Corporation
+2.01%
+$86,021.73 
AGI Alamos Gold Inc.
+1.97%
+$52,444.32 
TSLA Tesla, Inc.
+1.82%
+$115,133.2 
ET Energy Transfer L.P.
+1.63%
+$23,786.95 
GLW Corning Incorporated
+1.62%
+$8,951.8 
SUN Sunoco L.P.
+1.59%
+$157,166.7 
BX Blackstone Inc.
+1.56%
+$53,222.4 
DE Deere & Company
+1.55%
+$19,978.4 
CAT Caterpillar Inc.
+1.49%
+$38,190.45 
WES Western Midstream Partners, LP
+1.39%
+$11,773 
ABBV AbbVie Inc.
+1.29%
+$4,089.35 
XEL Xcel Energy Inc.
+1.21%
+$3,458.95 
VLO Valero Energy Corporation
+1.2%
+$5,492.89 
TEI Templeton Emerging Markets Income Fund
+1.17%
+$4,769.02 
STLD Steel Dynamics Inc.
+1.15%
+$7,646.22 
DELL Dell Technologies Inc.
+1.13%
+$25,038.36 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$4,608 
V Visa Inc. Class A
+1.03%
+$3,715.34 
MPC Marathon Petroleum Corporation
+1.01%
+$2,280.21 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
AKAM Akamai Technologies Inc.
+0.79%
+$7,228 
SLV iShares Silver Trust
+0.77%
+$10,257.75 
XBI SPDR S&P Biotech ETF
+0.75%
+$5,869.94 
FNV Franco-Nevada Corporation
+0.75%
+$2,838.05 
SBUX Starbucks Corporation
+0.74%
+$25,136.24 
CVX Chevron Corporation
+0.74%
+$12,573.86 
HD The Home Depot, Inc.
+0.72%
+$7,429.5 
MO Altria Group, Inc.
+0.71%
+$2,248.08 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$15,798.65 
COST Costco Wholesale Corporation
+0.68%
+$83,116.8 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.56%
+$5,544 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$1,326 
GOOGL Alphabet Inc
+0.53%
+$51,659.77 
MPLX MPLX LP
+0.48%
+$36,540.72 
GOOG Alphabet Inc
+0.45%
+$87,266.65 
VGM Invesco Trust for Investment Grade Municipals
+0.44%
+$996.43 
WMT Walmart Inc.
+0.41%
+$31,772 
BMY Bristol-Myers Squibb Company
+0.4%
+$908.33 
IQI Invesco Quality Municipal Income Trust
+0.39%
+$819 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$703.16 
SLB Schlumberger Limited
+0.31%
+$3,745 
FANG Diamondback Energy Inc
+0.28%
+$2,160 
XOM Exxon Mobil Corporation
+0.28%
+$25,566.78 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.26%
+$675.45 
NVDA NVIDIA Corporation
+0.14%
+$31,526.38 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$1,689.9 
MSFT Microsoft Corp.
+0.1%
+$5,992.8 
LVS Las Vegas Sands Corp.
+0.1%
+$784.2 
GLD SPDR Gold Shares
+0.06%
+$1,756.89 
VMO Invesco Municipal Opportunity Trust
+0.05%
+$92.83 
DBL DoubleLine Opportunistic Credit Fund
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$24,253.5 
UPST Upstart Holdings, Inc.
-4.06%
-$19,350 
LLY Eli Lilly and Company
-2.41%
-$57,241.6 
PLTR Palantir Technologies Inc.
-2.36%
-$76,715.43 
SHOP Shopify Inc.
-2.02%
-$15,275.5 
AAPL Apple Inc.
-1.52%
-$315,616.5 
MU Micron Technology, Inc.
-1.43%
-$176,182.3 
MRK Merck & Co., Inc.
-1.42%
-$6,885.16 
IBRX ImmunityBio, Inc.
-1.39%
-$64,313.7 
AMZN Amazon.com Inc
-1.23%
-$270,686.08 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.22%
-$1,400 
NFLX Netflix, Inc.
-1.14%
-$78,478.98 
BA Boeing Company
-1.12%
-$6,882.36 
UBER Uber Technologies, Inc.
-1.01%
-$25,102.7 
AVGO Broadcom Inc.
-0.91%
-$6,965 
PML PIMCO Municipal Income Fund II
-0.86%
-$1,691.43 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.77%
-$13,143.15 
EWY iShares MSCI South Korea ETF
-0.75%
-$2,831 
CSCO Cisco Systems, Inc.
-0.6%
-$9,281.95 
SOFI SoFi Technologies, Inc.
-0.54%
-$1,106.1 
BKR Baker Hughes Company
-0.54%
-$2,550 
SNPS Synopsys, Inc.
-0.53%
-$11,954.4 
UPS United Parcel Service, Inc.
-0.52%
-$3,175.3 
HAL Halliburton Company
-0.44%
-$2,983.75 
TT Trane Technologies plc
-0.42%
-$2,231.08 
NAD Nuveen Quality Municipal Income Fund
-0.4%
-$4,430.45 
ALG Alamo Group Inc.
-0.34%
-$3,127 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$2,331 
AMLP Alerian MLP ETF
-0.27%
-$1,141 
META Meta Platforms Inc Class A
-0.26%
-$25,438.8 
GRMN Garmin Ltd.
-0.2%
-$970 
VCV Invesco California Value Municipal Income Trust
-0.16%
-$221 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.09%
-$123.16 
EPD Enterprise Products Partners L.P.
-0.07%
-$2,333 
MCD McDonald's Corporation
-0.02%
-$305.64 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$51.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1741 | Longs Won 1022/1741 58% | Profit Factor 4.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $698,855.76 |
| Average Win $210,700.7 | Best Trade (Jun 10) $13.05M | Sharpe Ratio -13.81 |
| Average Loss -$60,101.21 | Worst Trade (Sep 29) -$5.08M | Z-Score -4.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 4d | Expectancy $98,864.64 |
| 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 | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
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
