Roger Krabbe Portfolio
Invests via Bank & Trust Co | Managed by Trisha Bradley
Invests via Bank & Trust Co
Managed by Trisha Bradley
Automatically Tracked
Roger Krabbe Profile
A European investor and entrepreneur focused on private equity and growth-stage technology ventures. Roger Krabbe has led growth investments and held board roles across fintech, SaaS and industrial tech, combining operational turnaround experience with corporate finance and M&A expertise. Capital deployment emphasis is on mid-market buyouts and founder-led scale-ups, pursuing value creation through commercial strategy, governance and exit preparation; engages with LPs and co-investors to structure cross-border transactions.
A European investor and entrepreneur focused on private equity and growth-stage technology ventures. Roger Krabbe has led growth investments and held board roles across fintech, SaaS and industrial tech, combining operational turnaround experience with corporate finance and M&A expertise. Capital deployment emphasis is on mid-market buyouts and founder-led scale-ups, pursuing value creation through commercial strategy, governance and exit preparation; engages with LPs and co-investors to structure cross-border transactions.
Investment Philosophy & Strategy
Typically allocates capital to mid-market private equity and growth-stage technology ventures with a bias toward founder-led scale-ups and fintech, SaaS and industrial-tech opportunities. Investment style blends operational turnarounds with rigorous corporate finance and M&A underwriting, emphasizing governance, commercial repositioning and exit-readiness to drive value. Prefers control or influential minority stakes, multi-year horizon, active board-level engagement, co-investor syndication for cross-border deals and disciplined downside protection via KPI-driven performance milestones.
Typically allocates capital to mid-market private equity and growth-stage technology ventures with a bias toward founder-led scale-ups and fintech, SaaS and industrial-tech opportunities. Investment style blends operational turnarounds with rigorous corporate finance and M&A underwriting, emphasizing governance, commercial repositioning and exit-readiness to drive value. Prefers control or influential minority stakes, multi-year horizon, active board-level engagement, co-investor syndication for cross-border deals and disciplined downside protection via KPI-driven performance milestones.
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:
39.09%
Gain +0.06%
Monthly
1.27%
Yearly
16.4%
Drawdown
13.48%
$163.33M
Equity
Holdings
$163.33M
Investment
$119.69M
$45.44M
Profit +$97,307.88
Realized
$1.8M
Unrealized
$43.64M
Dividends
$6.84M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$97,307.88
Win %
75%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.21M
Win %
75%
This Month
Compared to last month
Gain
0.06%
Profit
$97,307.88
Win %
75%
This Year
Compared to last year
Gain
3.8%
Profit
$5.97M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$265,909.53 
ETN Eaton Corporation plc
+7.32%
+$7,756.94 
GOOG Alphabet Inc
+6.88%
+$33,903.72 
GOOGL Alphabet Inc
+6.73%
+$299,884.62 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$1,802.72 
SOLS Sollensys Corp
+4.84%
+$97.3 
CBOE Cboe Global Markets Inc.
+4.62%
+$767.76 
META Meta Platforms Inc Class A
+3.28%
+$20,579.51 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$3,633.74 
MSFT Microsoft Corp.
+3.02%
+$218,546.36 
NVDA NVIDIA Corporation
+2.93%
+$36,481.23 
GNRC Generac Holdings Inc.
+2.71%
+$2,080 
AVT Avnet Inc.
+2.35%
+$5,199.96 
CVX Chevron Corporation
+2.35%
+$49,227.32 
BP BP p.l.c. Sponsored ADR
+2.26%
+$2,648 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$408.26 
CSCO Cisco Systems, Inc.
+2.14%
+$62,798.49 
OXY Occidental Petroleum Corporation
+2%
+$434.56 
OKE ONEOK, Inc.
+1.95%
+$2,569.98 
AM Antero Midstream Corporation
+1.95%
+$176.4 
CHDN Churchill Downs Incorporated
+1.95%
+$966 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$19.5 
CRM Salesforce Inc
+1.83%
+$989.69 
ORCL Oracle Corporation
+1.81%
+$10,686.06 
RDW Redwire Corporation
+1.77%
+$90 
VTR Ventas Inc.
+1.73%
+$561.27 
CINF Cincinnati Financial Corporation
+1.69%
+$11,835.36 
ZTS Zoetis Inc.
+1.66%
+$154.98 
HPE Hewlett Packard Enterprise Company
+1.61%
+$468.16 
ACN Accenture plc Class A
+1.61%
+$3,134.97 
HPQ HP Inc.
+1.53%
+$252.56 
VZ Verizon Communications Inc.
+1.52%
+$33,458.6 
LMT Lockheed Martin Corporation
+1.5%
+$1,786.41 
NOC Northrop Grumman Corporation
+1.43%
+$389.13 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,285.35 
SLB Schlumberger Limited
+1.39%
+$2,295.68 
CAH Cardinal Health Inc.
+1.3%
+$1,258 
FTV Fortive Corporation
+1.25%
+$138.7 
CMCSA Comcast Corp
+1.23%
+$1,680.84 
COP ConocoPhillips
+1.22%
+$4,180.35 
WFC Wells Fargo & Company
+1.19%
+$2,077.74 
HONA Honeywell Aerospace Inc.
+1.18%
+$384.78 
MSBI Midland States Bancorp Inc.
+1.17%
+$512.46 
ITW Illinois Tool Works Inc.
+1.15%
+$32,877 
BG Bunge Global S.A.
+1.1%
+$116 
ADBE Adobe Inc.
+1.01%
+$650.09 
XLE Energy Select Sector SPDR Fund
+1%
+$79.06 
DOCU DocuSign Inc.
+0.99%
+$192.78 
ADP Automatic Data Processing Inc.
+0.98%
+$10,121.68 
TTE TotalEnergies SE
+0.95%
+$4,248.78 
UNP Union Pacific Corporation
+0.92%
+$2,397.67 
WMB The Williams Companies, Inc.
+0.89%
+$11,157.93 
IBM International Business Machines Corporation
+0.86%
+$565.35 
PWB Invesco Large Cap Growth ETF
+0.86%
+$187.2 
CP Canadian Pacific Kansas City Limited
+0.83%
+$176.66 
MCD McDonald's Corporation
+0.82%
+$14,520.07 
EMR Emerson Electric Co.
+0.79%
+$949.91 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$480.18 
AEE Ameren Corporation
+0.79%
+$24,902.16 
TSLA Tesla, Inc.
+0.76%
+$920.39 
MPC Marathon Petroleum Corporation
+0.76%
+$26,978.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$630.12 
VOO Vanguard S&P 500 ETF
+0.71%
+$835.93 
CAT Caterpillar Inc.
+0.7%
+$16,074.42 
BMY Bristol-Myers Squibb Company
+0.69%
+$9,174.15 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$349.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,704.96 
DOW Dow Inc.
+0.67%
+$1,718.6 
PLTR Palantir Technologies Inc.
+0.65%
+$61.6 
SYY Sysco Corporation
+0.63%
+$4,557.47 
IVT InvenTrust Properties Corp.
+0.6%
+$75.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$40.74 
EXC Exelon Corporation
+0.53%
+$1,686.24 
GM General Motors Company
+0.52%
+$184.46 
PSX Phillips 66
+0.51%
+$234.36 
Q Qnity Electronics Inc.
+0.51%
+$172.26 
VALE Vale S.A.
+0.47%
+$14 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$154.28 
BMO Bank of Montreal
+0.47%
+$218.29 
NSC Norfolk Southern Corporation
+0.46%
+$703.71 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$567.6 
SNY Sanofi American Depositary Receipt
+0.44%
+$295.45 
PAYX Paychex Inc.
+0.44%
+$3,000.84 
RKLB Rocket Lab Corporation
+0.42%
+$27 
CASY Casey's General Stores Inc.
+0.4%
+$364 
PFE Pfizer Inc.
+0.4%
+$4,093.1 
RTX RTX Corporation
+0.39%
+$580.44 
VLO Valero Energy Corporation
+0.38%
+$16,956.31 
AVGO Broadcom Inc.
+0.37%
+$1,861.92 
PG Procter & Gamble Co
+0.37%
+$2,310.27 
MCY Mercury General Corporation
+0.36%
+$7,570.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,397.54 
VRAI Virtus Real Asset Income ETF
+0.36%
+$57.83 
BAC Bank of America Corporation
+0.36%
+$2,607.66 
RF Regions Financial Corporation
+0.32%
+$3,333.8 
GD General Dynamics Corporation
+0.32%
+$51.24 
NWBI Northwest Bancshares Inc.
+0.32%
+$764.35 
MRK Merck & Co., Inc.
+0.32%
+$5,920.13 
SMH VanEck Semiconductor ETF
+0.3%
+$1,304.01 
KD Kyndryl Holdings Inc.
+0.3%
+$1.76 
BAC-PL Bank of America Corporation
+0.29%
+$671.58 
VSNT Versant Media Group, Inc.
+0.28%
+$21.5 
JPM JPMorgan Chase & Co.
+0.27%
+$3,231.72 
AMP Ameriprise Financial, Inc.
+0.25%
+$78.66 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.25%
+$191.03 
CME CME Group Inc.
+0.21%
+$220.02 
SO The Southern Company
+0.21%
+$2,683.8 
JNJ Johnson & Johnson
+0.21%
+$5,366.78 
OGE Oge Energy Corp.
+0.19%
+$811.26 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$23.2 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$8 
USB U.S. Bancorp
+0.17%
+$1,200.3 
T AT&T Inc.
+0.17%
+$2,066.6 
MS Morgan Stanley
+0.17%
+$95.4 
CB Chubb Limited
+0.15%
+$65.72 
MMM 3M Company
+0.12%
+$405.08 
CAKE The Cheesecake Factory Incorporated
+0.11%
+$17.16 
BDX Becton, Dickinson and Company
+0.1%
+$9.01 
RITM Rithm Capital Corp.
+0.1%
+$119.59 
C Citigroup Inc.
+0.1%
+$4,193.87 
NUE Nucor Corporation
+0.1%
+$1,656.26 
WM Waste Management, Inc.
+0.1%
+$63.58 
AFL Aflac Inc.
+0.09%
+$96 
WMT Walmart Inc.
+0.09%
+$3,032.16 
ABT Abbott Laboratories
+0.09%
+$222.39 
AEP American Electric Power Company, Inc.
+0.06%
+$445.97 
DIS The Walt Disney Company
+0.03%
+$19.26 
TAP Molson Coors Beverage Company
+0.02%
+$2.53 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$3 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
JFLX JPMorgan Flexible Debt ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 931C
931CVR013
0%
$0 
CTVA Corteva Inc.
-11.9%
-$10,279.21 
RIVN Rivian Automotive, Inc.
-9.57%
-$161 
TRN Trinity Industries Inc.
-8.97%
-$21,806.4 
BJRI BJ's Restaurants, Inc.
-8.96%
-$332.5 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,055.49 
AAPL Apple Inc.
-7.35%
-$314,101.2 
EIX Edison International
-6.81%
-$33,687.6 
PPC Pilgrim's Pride Corporation
-6.75%
-$328.68 
TROW T. Rowe Price Group, Inc.
-6.31%
-$2,364.42 
HL Hecla Mining Company
-5.42%
-$275.4 
MRNA Moderna, Inc.
-5.35%
-$948.6 
TSN Tyson Foods Inc.
-4.43%
-$16,287.95 
VFC V.F. Corporation
-4.28%
-$1,625.6 
SMG Scotts Miracle-Gro Co.
-3.85%
-$92.05 
WPM Wheaton Precious Metals Corp.
-3.84%
-$587.25 
FNV Franco-Nevada Corporation
-3.81%
-$160.36 
AEM Agnico Eagle Mines Limited
-3.63%
-$137 
SW Smurfit WestRock PLC
-3.26%
-$3,983.5 
CDE Coeur Mining, Inc.
-3.18%
-$127.4 
ES Eversource Energy
-3.05%
-$16,782.75 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$101.37 
CI The Cigna Group
-2.99%
-$335.79 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$112.23 
CC Chemours Co.
-2.92%
-$48.5 
UAA Under Armour Inc.
-2.63%
-$47.34 
QCOM QUALCOMM Incorporated
-2.63%
-$4,792 
ABBV AbbVie Inc.
-2.51%
-$38,321.81 
HLN Haleon Plc - ADR
-2.37%
-$39.12 
SATS EchoStar Corporation
-2.37%
-$432.48 
YUM Yum! Brands, Inc.
-2.37%
-$617.52 
RGLD Royal Gold Inc.
-2.31%
-$656.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$141.48 
BAX Baxter International Inc.
-2.21%
-$118 
LEG Leggett & Platt, Inc.
-2.2%
-$471.68 
NEM Newmont Corporation
-2.14%
-$102.5 
PAAS Pan American Silver Corp.
-2.09%
-$96.6 
HE Hawaiian Electric Industries Inc.
-2.05%
-$132.03 
KHC The Kraft Heinz Company
-2.01%
-$936.51 
NFLX Netflix, Inc.
-2%
-$1,007.4 
PSLV Sprott Physical Silver Trust
-1.98%
-$570 
LVS Las Vegas Sands Corp.
-1.97%
-$225.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,377.69 
KSS Kohl's Corporation
-1.85%
-$137.88 
GIS General Mills, Inc.
-1.84%
-$73.7 
BBY Best Buy Co., Inc.
-1.78%
-$4,002.96 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$11,273.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$332.29 
ADM Archer-Daniels-Midland Co
-1.66%
-$14,411.7 
DRI Darden Restaurants, Inc.
-1.64%
-$5,891.82 
PHYS Sprott Physical Gold Trust
-1.61%
-$368 
SOLV Solventum Corporation
-1.59%
-$604.44 
UTHR United Therapeutics Corporation
-1.54%
-$9,853.64 
POR Portland General Electric Company
-1.52%
-$7,687.4 
PETS PetMed Express Inc.
-1.51%
-$24.69 
WHR Whirlpool Corporation
-1.5%
-$1,686.63 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$708.75 
LUV Southwest Airlines Co.
-1.38%
-$816.48 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$179.52 
TXRH Texas Roadhouse Inc.
-1.33%
-$850.68 
DD DuPont de Nemours, Inc.
-1.32%
-$320.16 
TTD The Trade Desk, Inc. Class A
-1.31%
-$230.4 
CLX The Clorox Company
-1.24%
-$288 
F Ford Motor Company
-1.21%
-$5,699.7 
CBRL Cracker Barrel Old Country Store, Inc.
-1.21%
-$318.78 
NEE NextEra Energy, Inc.
-1.15%
-$88.88 
DE Deere & Company
-1.13%
-$129.2 
RCL Royal Caribbean Group
-1.13%
-$8,572.22 
VTRS Viatris Inc.
-1.13%
-$211.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$122.67 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$81 
OTTR Otter Tail Corporation
-1.1%
-$117,248.18 
LOW Lowe's Companies Inc.
-1.08%
-$131.66 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$85.8 
DINO HF Sinclair Corporation
-1.05%
-$4,675.4 
AAL American Airlines Group Inc.
-1.04%
-$16 
INTC Intel Corporation
-1.02%
-$13,167.87 
KO The Coca-Cola Company
-1.02%
-$18,082.8 
DKNG DraftKings Inc.
-1.01%
-$26.64 
UPS United Parcel Service, Inc.
-1%
-$2,139.9 
PPL PPL Corporation
-0.98%
-$8,030.05 
XOM Exxon Mobil Corporation
-0.97%
-$31,700.07 
TRP TC Energy Corporation
-0.97%
-$1,739.75 
MET MetLife Inc.
-0.97%
-$517 
EWJ iShares MSCI Japan ETF
-0.96%
-$212.4 
MCHP Microchip Technology Incorporated
-0.96%
-$653.76 
SR Spire Inc.
-0.83%
-$5,577.08 
FE FirstEnergy Corp.
-0.82%
-$1,130.8 
GILD Gilead Sciences Inc.
-0.81%
-$6,516.24 
D Dominion Energy, Inc.
-0.8%
-$2,684.64 
KMB Kimberly-Clark Corporation
-0.8%
-$5,378.56 
HUM Humana Inc.
-0.76%
-$14 
PYPL PayPal Holdings Inc
-0.76%
-$346.28 
UNM Unum Group
-0.76%
-$2,113.32 
CVS CVS Health Corporation
-0.75%
-$225.15 
MA Mastercard Incorporated
-0.74%
-$1,572.5 
GSK GSK plc Sponsored ADR
-0.73%
-$714.02 
MAR Marriott International Inc. - Class A
-0.71%
-$1,571.46 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$35.96 
DUK Duke Energy Corporation
-0.67%
-$18,957.96 
NXTG First Trust Indxx NextG ETF
-0.64%
-$62.98 
AMGN Amgen Inc.
-0.64%
-$71.92 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$118.44 
GS The Goldman Sachs Group, Inc.
-0.63%
-$207.36 
AMT American Tower Corporation
-0.63%
-$96.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$89.1 
ECL Ecolab Inc.
-0.61%
-$172.71 
DHR Danaher Corporation
-0.61%
-$92.82 
WEC WEC Energy Group Inc.
-0.57%
-$5,899.98 
SBUX Starbucks Corporation
-0.57%
-$4,302 
PRU Prudential Financial, Inc.
-0.56%
-$219.42 
WAB Wabtec Corporation
-0.55%
-$16 
COF Capital One Financial Corporation
-0.54%
-$5,776.59 
LMND Lemonade Inc.
-0.54%
-$14.3 
LLY Eli Lilly and Company
-0.53%
-$67,436.13 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$89.1 
WELL Welltower Inc.
-0.51%
-$654.5 
ALL Allstate Corporation
-0.49%
-$12,989.73 
DAN Dana Inc.
-0.48%
-$57.46 
CF CF Industries Holdings, Inc.
-0.46%
-$2,132.08 
PEP PepsiCo, Inc.
-0.46%
-$5,420.8 
CPB The Campbell's Company
-0.45%
-$47.3 
TRV The Travelers Companies, Inc.
-0.43%
-$12,868.85 
TEL TE Connectivity plc
-0.43%
-$130.83 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$145.73 
HD The Home Depot, Inc.
-0.42%
-$5,268.18 
GL Globe Life Inc.
-0.4%
-$885.49 
AIG American International Group Inc.
-0.39%
-$2,877.11 
ORI Old Republic International Corp.
-0.39%
-$17,293.93 
ETR Entergy Corporation
-0.38%
-$651.9 
FDX FedEx Corporation
-0.37%
-$661.25 
MDT Medtronic plc
-0.37%
-$1,399.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$26.7 
ABNB Airbnb, Inc.
-0.37%
-$362.32 
TMUS T-Mobile US, Inc.
-0.36%
-$69.93 
DG Dollar General Corporation
-0.35%
-$90 
CL Colgate-Palmolive Company
-0.33%
-$252 
IFF International Flavors & Fragrances Inc.
-0.33%
-$89.18 
TFC Truist Financial Corporation
-0.33%
-$5,508.45 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$58.96 
CEG Constellation Energy Corporation
-0.31%
-$1,682.37 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.29%
-$9.24 
NMFC New Mountain Finance Corporation
-0.29%
-$8.44 
EVRG Evergy Inc.
-0.29%
-$914.15 
MTB M&T Bank Corporation
-0.29%
-$328.02 
SDY SPDR S&P Dividend ETF
-0.28%
-$22 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$32.58 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$61.37 
BX Blackstone Inc.
-0.25%
-$168 
ITIC Investors Title Company
-0.25%
-$15.84 
COST Costco Wholesale Corporation
-0.24%
-$184.68 
BKNG Booking Holdings Inc.
-0.18%
-$102.01 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$757.92 
FITB Fifth Third Bancorp
-0.16%
-$1,972.44 
LNT Alliant Energy Corporation
-0.15%
-$1,723.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$10.4 
ELV Elevance Health, Inc.
-0.15%
-$28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$49.68 
KEY KeyCorp
-0.09%
-$1,371.5 
TXNM TxnM Energy Inc.
-0.09%
-$554.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$3.2 
V Visa Inc. Class A
-0.04%
-$42.84 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$10.08 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$4.64 
ACA Arcosa Inc.
-0.02%
-$70.62 
TGT Target Corporation
-0.01%
-$70.99 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$11.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 929 | Longs Won 685/929 73% | Profit Factor 22.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,483.85 |
| Average Win $69,395.81 | Best Trade (Aug 20) $4.12M | Sharpe Ratio -10.13 |
| Average Loss -$8,581.7 | Worst Trade (Aug 19) -$161,025.84 | Z-Score 16.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $48,915.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 931C 931CVR013 | 1,607 | $1 | $1 | - | - | - | 0.0 |
| AAL American Airlines Group Inc. | 100 | $1,133 | $1,527 | - | $394 | 34.77% | -1.037% |
| AAPL Apple Inc. | 12,810 | $2.72M | $3.96M | - | $1.24M | 45.4% | -7.354% |
| ABBV AbbVie Inc. | 5,923 | $1.02M | $1.49M | - | $469,263 | 46.14% | -2.513% |
| ABNB Airbnb, Inc. | 647 | $96,293.12 | $98,033.44 | - | $1,740.32 | 1.81% | -0.368% |
| ABT Abbott Laboratories | 2,471 | $256,762 | $261,184.7 | - | $4,422.7 | 1.72% | +0.085% |
| ACA Arcosa Inc. | 2,354 | $196,347 | $341,800.8 | - | $145,453.8 | 74.08% | -0.021% |
| ACN Accenture plc Class A | 1,192 | $269,896.85 | $197,776.64 | - | -$72,120.21 | -26.72% | +1.611% |
| ADBE Adobe Inc. | 259 | $108,198.63 | $64,856.19 | - | -$43,342.44 | -40.06% | +1.013% |
| ADM Archer-Daniels-Midland Co | 10,755 | $650,140.06 | $852,548.85 | - | $202,408.79 | 31.13% | -1.662% |
| ADP Automatic Data Processing Inc. | 3,908 | $909,017.71 | $1.04M | - | $132,307.93 | 14.56% | +0.982% |
| AEE Ameren Corporation | 28,956 | $2.06M | $3.17M | - | $1.11M | 53.85% | +0.791% |
| AEM Agnico Eagle Mines Limited | 25 | $4,214 | $3,631.75 | - | -$582.25 | -13.82% | -3.635% |
| AEP American Electric Power Company, Inc. | 6,371 | $558,991.35 | $814,532.35 | - | $255,541 | 45.71% | +0.055% |
| AFL Aflac Inc. | 800 | $71,448 | $101,984 | - | $30,536 | 42.74% | +0.094% |
| AIG American International Group Inc. | 9,281 | $689,021.52 | $729,300.98 | - | $40,279.46 | 5.85% | -0.393% |
| ALL Allstate Corporation | 9,992 | $1.6M | $2.64M | - | $1.04M | 65.4% | -0.49% |
| AM Antero Midstream Corporation | 420 | $6,696 | $9,227.4 | - | $2,531.4 | 37.8% | +1.949% |
| AMD Advanced Micro Devices, Inc. | 582 | $122,623.76 | $277,119.29 | - | $154,495.53 | 125.99% | -1.904% |
| AMGN Amgen Inc. | 29 | $10,204 | $11,169.64 | - | $965.64 | 9.46% | -0.64% |
No 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
FAQ
Which stocks have generated the highest profits for Roger Krabbe?
The largest contributions to the portfolio's profits come from the following stocks: Old Republic International Corp - $619,964.75, Caterpillar Inc - $598,707.07, Otter Tail Corporation - $469,908.57, Mercury General Corporation - $274,753.6, and Verizon Communications Inc - $271,501.45. 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: Conagra Brands Inc - $44,013, TotalEnergies SE - $16,688.49, Leggett & Platt, Inc - $3,492.33, Adobe Inc - $3,425.97, and Spirit Airlines Inc - $2,979. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roger Krabbe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.84M earned over time. The largest contributors to dividend income include Old Republic International Corp - $613,260.42, Otter Tail Corporation - $517,318.58, Verizon Communications Inc - $270,435.63, Duke Energy Corporation - $194,216.29, and Ameren Corporation - $170,777.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roger Krabbe's monthly returns?
Roger Krabbe's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Roger Krabbe's strategy be considered aggressive or moderate?
Roger Krabbe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Roger Krabbe's strategy?
Roger Krabbe's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
