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:
99.29%
Gain +2.49%
Monthly
1.34%
Yearly
17.37%
Drawdown
23.4%
$314.34M
Equity
Holdings
$314.34M
Investment
$206.93M
$170.46M
Profit +$7.19M
Realized
$63.05M
Unrealized
$107.41M
Dividends
$20.26M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.49%
Profit
$7.19M
Win %
67%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.82M
Win %
67%
This Month
Compared to last month
Gain
-4.31%
Profit
-$14.15M
Win %
67%
This Year
Compared to last year
Gain
-4.31%
Profit
-$14.15M
Win %
71%
SNDK SanDisk Corporation
+25.99%
+$129,394.3 
UEC Uranium Energy Corp.
+7.74%
+$31,920 
AMZN Amazon.com Inc
+3.9%
+$805,908.46 
TSLA Tesla, Inc.
+3.53%
+$167,374.19 
BMY Bristol-Myers Squibb Company
+2.79%
+$7,298.73 
NVDA NVIDIA Corporation
+2.65%
+$558,768.22 
VRT Vertiv Holdings Co
+2%
+$4,906.01 
GLD SPDR Gold Shares
+1.64%
+$43,435.61 
WES Western Midstream Partners, LP
+1.13%
+$11,660 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.37%
+$5,049.44 
BRK-A Berkshire Hathaway Inc.
+0.11%
+$833 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$1,288.36 
CVX Chevron Corporation
+0.02%
+$254.43 
BX Blackstone Inc.
+0.01%
+$549.47 
GLW Corning Incorporated
+0.01%
+$70.53 
ABBV AbbVie Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$0.82 
AGI Alamos Gold Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALG Alamo Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BA Boeing Company
0%
+$0.02 
BE Bloom Energy Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DBL DoubleLine Opportunistic Credit Fund
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
+$0.57 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
GRMN Garmin Ltd.
0%
+$0.02 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IQI Invesco Quality Municipal Income Trust
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.04 
LLY Eli Lilly and Company
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MCD McDonald's Corporation
0%
+$0.05 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MPLX MPLX LP
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NMZ Nuveen Municipal High Income Opportunity Fund
0%
$0 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.03 
PLTR Palantir Technologies Inc.
0%
$0 
PML PIMCO Municipal Income Fund II
0%
$0 
PSNL Personalis Inc.
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
RCL Royal Caribbean Group
0%
+$0.01 
SBUX Starbucks Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
+$0.01 
SUN Sunoco L.P.
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
TT Trane Technologies plc
0%
+$0.01 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
UPST Upstart Holdings, Inc.
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VCV Invesco California Value Municipal Income Trust
0%
$0 
VGM Invesco Trust for Investment Grade Municipals
0%
$0 
VLO Valero Energy Corporation
0%
-$0.02 
VMO Invesco Municipal Opportunity Trust
0%
$0 
VPV Invesco Pennsylvania Value Municipal Income Trust
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDC Western Digital Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1829 | Longs Won 1070/1829 58% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $665,744.02 |
| Average Win $207,041.54 | Best Trade (Jul 31) $13.48M | Sharpe Ratio -12.45 |
| Average Loss -$67,292.73 | Worst Trade (Sep 29) -$5.08M | Z-Score 1.03 (69.83%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $93,198.07 |
| 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 | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 PayPal Holdings Inc - $1.09M. 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 $20.26M earned over time. The largest contributors to dividend income include MPLX LP - $2.9M, Hess Midstream LP - $2.21M, NuStar Energy LP - $1.99M, Exxon Mobil Corporation - $1.34M, and Blackstone Inc - $1.14M. 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.
