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:
41.27%
Gain +0.42%
Monthly
1.26%
Yearly
16.24%
Drawdown
13.48%
$165.09M
Equity
Holdings
$165.09M
Investment
$119.74M
$48.01M
Profit +$682,463.37
Realized
$2.67M
Unrealized
$45.35M
Dividends
$7.53M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$682,463.37
Win %
69%
This Week
Compared To Last Week
Gain
1.98%
Profit
$3.21M
Win %
69%
This Month
Compared to last month
Gain
4.55%
Profit
$7.18M
Win %
69%
This Year
Compared to last year
Gain
3.94%
Profit
$6.26M
Win %
72%
HONA Honeywell Aerospace Inc.
+3.77%
+$1,364.86 
VSNT Versant Media Group, Inc.
+2.91%
+$195.65 
CBRL Cracker Barrel Old Country Store, Inc.
+2.86%
+$787.44 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$26 
TTE TotalEnergies SE
+2.73%
+$12,387.98 
BP BP p.l.c. Sponsored ADR
+2.66%
+$4,133.16 
SLB Schlumberger Limited
+2.6%
+$3,894.26 
BTI British American Tobacco p.l.c. ADR
+2.59%
+$16,797 
FDXF FedEx Freight Holding Company Inc.
+2.57%
+$389.08 
COP ConocoPhillips
+2.5%
+$10,234.65 
LMT Lockheed Martin Corporation
+2.42%
+$2,663.05 
NOC Northrop Grumman Corporation
+2.36%
+$601.8 
RTX RTX Corporation
+2.31%
+$2,985.12 
SMG Scotts Miracle-Gro Co.
+2.27%
+$43.05 
TRP TC Energy Corporation
+2.23%
+$3,505.88 
F Ford Motor Company
+2.19%
+$8,212.59 
PEP PepsiCo, Inc.
+2.1%
+$24,024.6 
AEP American Electric Power Company, Inc.
+1.96%
+$15,174.36 
PEG Public Service Enterprise Group Incorporated
+1.94%
+$191.76 
AEE Ameren Corporation
+1.86%
+$55,818.94 
CMCSA Comcast Corp
+1.86%
+$2,658.42 
PPC Pilgrim's Pride Corporation
+1.85%
+$88.81 
CVX Chevron Corporation
+1.85%
+$44,108.44 
WEC WEC Energy Group Inc.
+1.84%
+$18,080.39 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.83%
+$113.97 
DAN Dana Inc.
+1.81%
+$227.63 
SO The Southern Company
+1.79%
+$21,118.4 
EXC Exelon Corporation
+1.79%
+$5,339.76 
NUE Nucor Corporation
+1.73%
+$28,894.32 
XLE Energy Select Sector SPDR Fund
+1.72%
+$153.43 
FCNCA First Citizens BancShares, Inc.
+1.72%
+$3,893.92 
NEM Newmont Corporation
+1.72%
+$99.5 
USB U.S. Bancorp
+1.7%
+$10,639.2 
OXY Occidental Petroleum Corporation
+1.7%
+$399.64 
AMT American Tower Corporation
+1.64%
+$262.24 
EVRG Evergy Inc.
+1.64%
+$5,104.06 
PPL PPL Corporation
+1.64%
+$12,704.02 
SW Smurfit WestRock PLC
+1.62%
+$1,721.9 
DUK Duke Energy Corporation
+1.62%
+$43,430.79 
MCHP Microchip Technology Incorporated
+1.62%
+$1,089.6 
AM Antero Midstream Corporation
+1.53%
+$128.1 
C Citigroup Inc.
+1.52%
+$60,114.89 
HE Hawaiian Electric Industries Inc.
+1.47%
+$61.12 
JPM JPMorgan Chase & Co.
+1.46%
+$16,577.1 
XOM Exxon Mobil Corporation
+1.45%
+$52,471.53 
COF Capital One Financial Corporation
+1.42%
+$14,362.25 
WFC Wells Fargo & Company
+1.41%
+$2,383.29 
VRAI Virtus Real Asset Income ETF
+1.41%
+$221.13 
TAP Molson Coors Beverage Company
+1.4%
+$137.88 
KO The Coca-Cola Company
+1.39%
+$25,396.48 
AIG American International Group Inc.
+1.39%
+$10,166.2 
VALE Vale S.A.
+1.38%
+$36 
LNT Alliant Energy Corporation
+1.37%
+$14,416.43 
TSN Tyson Foods Inc.
+1.37%
+$4,352.68 
CASY Casey's General Stores Inc.
+1.33%
+$931.84 
RGLD Royal Gold Inc.
+1.33%
+$434 
OGE Oge Energy Corp.
+1.32%
+$5,588.69 
VTRS Viatris Inc.
+1.32%
+$253.68 
MET MetLife Inc.
+1.32%
+$726 
GD General Dynamics Corporation
+1.29%
+$182.7 
ALL Allstate Corporation
+1.28%
+$30,725.4 
D Dominion Energy, Inc.
+1.27%
+$3,835.2 
COST Costco Wholesale Corporation
+1.25%
+$988.2 
PSX Phillips 66
+1.24%
+$776.86 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$291.93 
NEE NextEra Energy, Inc.
+1.22%
+$84.92 
GSK GSK plc Sponsored ADR
+1.21%
+$1,118.01 
TFC Truist Financial Corporation
+1.21%
+$18,676.08 
MAR Marriott International Inc. - Class A
+1.2%
+$2,754.49 
TMUS T-Mobile US, Inc.
+1.2%
+$209.79 
GM General Motors Company
+1.18%
+$396.99 
HLN Haleon Plc - ADR
+1.16%
+$18.75 
FE FirstEnergy Corp.
+1.14%
+$1,470.04 
MRK Merck & Co., Inc.
+1.13%
+$23,481.52 
WMB The Williams Companies, Inc.
+1.08%
+$12,852.74 
ES Eversource Energy
+1.06%
+$5,221.3 
ACN Accenture plc Class A
+1.06%
+$3,229.66 
ETR Entergy Corporation
+1.06%
+$1,749 
ZTS Zoetis Inc.
+1.05%
+$8.2 
GNR SPDR S&P Global Natural Resources ETF
+1%
+$83.6 
HD The Home Depot, Inc.
+0.99%
+$11,559.54 
ORI Old Republic International Corp.
+0.98%
+$38,715.54 
VZ Verizon Communications Inc.
+0.98%
+$21,111.85 
RCL Royal Caribbean Group
+0.97%
+$6,370.25 
SR Spire Inc.
+0.97%
+$6,492.72 
PG Procter & Gamble Co
+0.96%
+$6,603.88 
CINF Cincinnati Financial Corporation
+0.96%
+$6,240.36 
ITIC Investors Title Company
+0.96%
+$60.94 
LOW Lowe's Companies Inc.
+0.94%
+$106.72 
WHR Whirlpool Corporation
+0.93%
+$769.34 
LLY Eli Lilly and Company
+0.9%
+$112,805.98 
CBOE Cboe Global Markets Inc.
+0.86%
+$148.4 
VTR Ventas Inc.
+0.86%
+$257.69 
OTTR Otter Tail Corporation
+0.86%
+$90,317.15 
AAPL Apple Inc.
+0.85%
+$37,090.74 
CDE Coeur Mining, Inc.
+0.84%
+$33.8 
CL Colgate-Palmolive Company
+0.79%
+$613.2 
DOW Dow Inc.
+0.72%
+$1,781.7 
ITW Illinois Tool Works Inc.
+0.72%
+$19,877.94 
ABBV AbbVie Inc.
+0.72%
+$11,952.7 
CTVA Corteva Inc.
+0.7%
+$81.18 
AFL Aflac Inc.
+0.69%
+$656 
CHDN Churchill Downs Incorporated
+0.69%
+$342 
KHC The Kraft Heinz Company
+0.69%
+$282.72 
POR Portland General Electric Company
+0.68%
+$3,192.9 
CI The Cigna Group
+0.68%
+$78.97 
EIX Edison International
+0.65%
+$2,597.76 
DIS The Walt Disney Company
+0.63%
+$449.4 
ASML ASML Holding N.V. New York Registry Shares
+0.61%
+$81.04 
PAAS Pan American Silver Corp.
+0.59%
+$27.3 
CLX The Clorox Company
+0.59%
+$122.4 
JNJ Johnson & Johnson
+0.59%
+$15,189 
V Visa Inc. Class A
+0.59%
+$717.57 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$4,177.55 
T AT&T Inc.
+0.57%
+$7,034.18 
BAC Bank of America Corporation
+0.57%
+$3,496.64 
PYPL PayPal Holdings Inc
+0.56%
+$251.84 
WMT Walmart Inc.
+0.56%
+$19,979.52 
CB Chubb Limited
+0.56%
+$244.28 
FITB Fifth Third Bancorp
+0.55%
+$5,964.75 
VLO Valero Energy Corporation
+0.54%
+$34,226.85 
IVT InvenTrust Properties Corp.
+0.54%
+$57.6 
DRI Darden Restaurants, Inc.
+0.53%
+$1,963.94 
SDY SPDR S&P Dividend ETF
+0.53%
+$40.5 
DINO HF Sinclair Corporation
+0.51%
+$3,060.7 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.5%
+$85.05 
VFC V.F. Corporation
+0.5%
+$215.9 
GLPI Gaming and Leisure Properties, Inc.
+0.47%
+$18.5 
LVS Las Vegas Sands Corp.
+0.46%
+$40.25 
KEY KeyCorp
+0.45%
+$6,171.75 
KMB Kimberly-Clark Corporation
+0.45%
+$3,057.37 
PFE Pfizer Inc.
+0.44%
+$5,282.03 
BMO Bank of Montreal
+0.42%
+$181.47 
SOLS Sollensys Corp
+0.41%
+$8.57 
CF CF Industries Holdings, Inc.
+0.4%
+$1,764.48 
ADM Archer-Daniels-Midland Co
+0.37%
+$3,252.52 
RF Regions Financial Corporation
+0.37%
+$3,333.8 
OR OR ROYALTIES INC COMMON STOCK
+0.36%
+$13.62 
CME CME Group Inc.
+0.34%
+$374.42 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.32%
+$9.9 
MPC Marathon Petroleum Corporation
+0.31%
+$16,593.25 
FXO First Trust Financials AlphaDEX Fund
+0.3%
+$34.39 
FBIN Fortune Brands Innovations Inc.
+0.3%
+$36 
MCY Mercury General Corporation
+0.3%
+$5,818.79 
ADP Automatic Data Processing Inc.
+0.29%
+$3,243.68 
TRV The Travelers Companies, Inc.
+0.29%
+$8,727.93 
AMGN Amgen Inc.
+0.28%
+$35.67 
MCD McDonald's Corporation
+0.25%
+$4,003.65 
CPB The Campbell's Company
+0.25%
+$23.65 
WM Waste Management, Inc.
+0.24%
+$154.62 
IEFA iShares Core MSCI EAFE ETF
+0.24%
+$43.24 
DG Dollar General Corporation
+0.23%
+$63 
NWBI Northwest Bancshares Inc.
+0.23%
+$500.88 
TFPM Triple Flag Precious Metals Corp
+0.23%
+$9.03 
MSBI Midland States Bancorp Inc.
+0.22%
+$91.98 
BIP Brookfield Infrastructure Partners L.P.
+0.21%
+$90 
TEL TE Connectivity plc
+0.21%
+$65.42 
UNM Unum Group
+0.21%
+$608.38 
SNY Sanofi American Depositary Receipt
+0.2%
+$105.04 
EFA iShares MSCI EAFE ETF
+0.18%
+$25.65 
MS Morgan Stanley
+0.14%
+$64.92 
SBUX Starbucks Corporation
+0.12%
+$860.4 
TXNM TxnM Energy Inc.
+0.11%
+$715.2 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$7.8 
UAA Under Armour Inc.
+0.1%
+$1.31 
OGN Organon & Co.
+0.1%
+$2.88 
CAH Cardinal Health Inc.
+0.1%
+$106.25 
CVS CVS Health Corporation
+0.09%
+$24.23 
IFF International Flavors & Fragrances Inc.
+0.09%
+$27.44 
FNV Franco-Nevada Corporation
+0.09%
+$3.99 
JFLX JPMorgan Flexible Debt ETF
+0.06%
+$3.78 
ABT Abbott Laboratories
+0.06%
+$148.26 
BIPC Brookfield Infrastructure Partners L.P.
+0.05%
+$2.48 
CAT Caterpillar Inc.
+0.04%
+$878.82 
NVDA NVIDIA Corporation
+0.03%
+$414.05 
MA Mastercard Incorporated
+0.01%
+$22.2 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SATS EchoStar Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 931C
931CVR013
0%
$0 OKE
OKE
0%
$0 
MRNA Moderna, Inc.
-9.67%
-$6,998.22 
PLTR Palantir Technologies Inc.
-6.54%
-$1,009.47 
RKLB Rocket Lab Corporation
-6.14%
-$339 
HPE Hewlett Packard Enterprise Company
-5.46%
-$1,971.2 
PETS PetMed Express Inc.
-5.33%
-$53.49 
DOCU DocuSign Inc.
-4.27%
-$1,016.17 
RDW Redwire Corporation
-4.21%
-$225 
INTC Intel Corporation
-3.92%
-$53,403.46 
ORCL Oracle Corporation
-3.71%
-$23,083.74 
AMD Advanced Micro Devices, Inc.
-3.38%
-$11,075.45 
HUM Humana Inc.
-3.06%
-$66.12 
AVGO Broadcom Inc.
-3.06%
-$13,602.35 
LRCX Lam Research Corporation
-2.92%
-$429.83 
CRM Salesforce Inc
-2.83%
-$2,084.03 
RIVN Rivian Automotive, Inc.
-2.69%
-$35 
ADBE Adobe Inc.
-2.67%
-$1,740.48 
NFLX Netflix, Inc.
-2.63%
-$1,317.9 
SOLV Solventum Corporation
-2.61%
-$1,003.02 
AMAT Applied Materials, Inc.
-2.53%
-$381.15 
META Meta Platforms Inc Class A
-2.52%
-$22,556.08 
HPQ HP Inc.
-2.51%
-$477.4 
TXRH Texas Roadhouse Inc.
-2.31%
-$1,208.7 
TTD The Trade Desk, Inc. Class A
-2.3%
-$290.4 
LMND Lemonade Inc.
-2.25%
-$56.65 
MTB M&T Bank Corporation
-2.08%
-$2,097.48 
MSFT Microsoft Corp.
-1.92%
-$163,988.75 
IWP iShares Russell Mid-Cap Growth ETF
-1.85%
-$340.36 
NMFC New Mountain Finance Corporation
-1.74%
-$50.64 
Q Qnity Electronics Inc.
-1.74%
-$541.76 
CSCO Cisco Systems, Inc.
-1.71%
-$48,584.84 
SPCX Space Exploration Technologies Corp. Class A
-1.71%
-$50.7 
GOOGL Alphabet Inc
-1.69%
-$78,638.46 
AVT Avnet Inc.
-1.68%
-$3,976.44 
SMH VanEck Semiconductor ETF
-1.62%
-$7,256.02 
GOOG Alphabet Inc
-1.59%
-$8,075.79 
QQQM Invesco NASDAQ 100 ETF
-1.56%
-$842.9 
DKNG DraftKings Inc.
-1.55%
-$33.3 
TSLA Tesla, Inc.
-1.54%
-$2,176.2 
ETN Eaton Corporation plc
-1.53%
-$1,693.32 
DE Deere & Company
-1.53%
-$189.05 
PWB Invesco Large Cap Growth ETF
-1.4%
-$314.64 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$569.94 
PFXF VanEck Preferred Securities ex Financials ETF
-1.33%
-$5,810.72 
BDX Becton, Dickinson and Company
-1.32%
-$135.68 
TRN Trinity Industries Inc.
-1.22%
-$2,926.4 
UNH UnitedHealth Group Incorporated
-1.21%
-$231.01 
GOF Guggenheim Strategic Opportunities Fund
-1.16%
-$3.2 
DXC Dxc Technology Co.
-1.12%
-$8.06 
TGT Target Corporation
-1.1%
-$6,146.69 
HL Hecla Mining Company
-1.09%
-$57.8 
QCOM QUALCOMM Incorporated
-1.09%
-$2,341.94 
CAKE The Cheesecake Factory Incorporated
-1.08%
-$196.56 
BX Blackstone Inc.
-1.04%
-$536.86 
FIS Fidelity National Information Services, Inc.
-1.02%
-$574.61 
AMZN Amazon.com Inc
-1.02%
-$19,353.44 
AAL American Airlines Group Inc.
-0.98%
-$12 
BJRI BJ's Restaurants, Inc.
-0.96%
-$29 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.94%
-$120.64 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.93%
-$695.89 
BABA Alibaba Group Holding Limited SP ADR
-0.9%
-$305.52 
CEG Constellation Energy Corporation
-0.84%
-$4,019.92 
FDX FedEx Corporation
-0.82%
-$1,391.51 
NXTG First Trust Indxx NextG ETF
-0.82%
-$82.38 
UPS United Parcel Service, Inc.
-0.78%
-$1,548.88 
GNRC Generac Holdings Inc.
-0.77%
-$608 
IBM International Business Machines Corporation
-0.71%
-$492.84 
MDT Medtronic plc
-0.7%
-$3,287.69 
JHMM John Hancock Multifactor Mid Cap ETF
-0.67%
-$582.12 
BAX Baxter International Inc.
-0.66%
-$34 
EMR Emerson Electric Co.
-0.64%
-$833.17 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$50.19 
TROW T. Rowe Price Group, Inc.
-0.62%
-$197.79 
PRU Prudential Financial, Inc.
-0.62%
-$228.96 
LUV Southwest Airlines Co.
-0.61%
-$324 
SYY Sysco Corporation
-0.6%
-$4,002.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$371.46 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$535.72 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$201.6 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$263.92 
YUM Yum! Brands, Inc.
-0.58%
-$144.42 
IVV iShares Core S&P 500 ETF
-0.57%
-$1,478.51 
VOO Vanguard S&P 500 ETF
-0.57%
-$693.16 
DHR Danaher Corporation
-0.52%
-$93.6 
GILD Gilead Sciences Inc.
-0.51%
-$4,873.47 
JHML John Hancock Multifactor Large Cap ETF
-0.51%
-$659.84 
PJP Invesco Pharmaceuticals ETF
-0.49%
-$37.2 
BBY Best Buy Co., Inc.
-0.48%
-$1,154.7 
BKNG Booking Holdings Inc.
-0.45%
-$225 
KSS Kohl's Corporation
-0.45%
-$38.3 
UNP Union Pacific Corporation
-0.44%
-$1,149.43 
PAYX Paychex Inc.
-0.43%
-$2,794.9 
MMM 3M Company
-0.42%
-$1,331.01 
ECL Ecolab Inc.
-0.41%
-$120.19 
VO Vanguard Mid-Cap ETF
-0.41%
-$26.4 
KD Kyndryl Holdings Inc.
-0.38%
-$2.2 
PSLV Sprott Physical Silver Trust
-0.35%
-$97.5 
UTHR United Therapeutics Corporation
-0.33%
-$2,138.4 
AMP Ameriprise Financial, Inc.
-0.31%
-$87.78 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.28%
-$46.4 
WAB Wabtec Corporation
-0.27%
-$7.65 
SGI Somnigroup International Inc.
-0.25%
-$40.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.23%
-$15.6 
NSC Norfolk Southern Corporation
-0.21%
-$317.8 
BG Bunge Global S.A.
-0.2%
-$21.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.2%
-$237.6 
CC Chemours Co.
-0.19%
-$2.42 
PHYS Sprott Physical Gold Trust
-0.19%
-$44.16 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$15.14 
GS The Goldman Sachs Group, Inc.
-0.17%
-$47.04 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$34.88 
BAC-PL Bank of America Corporation
-0.15%
-$324.5 
CP Canadian Pacific Kansas City Limited
-0.13%
-$27.83 
ELV Elevance Health, Inc.
-0.12%
-$25.25 
RITM Rithm Capital Corp.
-0.12%
-$119.59 
ABNB Airbnb, Inc.
-0.11%
-$122.93 
GIS General Mills, Inc.
-0.11%
-$3.85 
EWJ iShares MSCI Japan ETF
-0.1%
-$23.6 
FTV Fortive Corporation
-0.09%
-$9.5 
GL Globe Life Inc.
-0.08%
-$169.82 
DD DuPont de Nemours, Inc.
-0.07%
-$14.04 
WPM Wheaton Precious Metals Corp.
-0.06%
-$10.8 
BMY Bristol-Myers Squibb Company
-0.06%
-$707.35 
ACA Arcosa Inc.
-0.03%
-$105.92 
WELL Welltower Inc.
-0.02%
-$30.25 
AEM Agnico Eagle Mines Limited
-0.02%
-$1 Events
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Dividends
Dividend Analysis
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| Trades 1008 | Longs Won 712/1008 70% | Profit Factor 19.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $264,453.92 |
| Average Win $71,109.2 | Best Trade (Oct 15) $4.3M | Sharpe Ratio -10.12 |
| Average Loss -$8,835.4 | Worst Trade (Oct 15) -$206,257.54 | Z-Score 5.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $47,633.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 931C 931CVR013 | 1,607 | $1 | $1 | - | - | - | 0.0 |
| AAL American Airlines Group Inc. | 100 | $1,133 | $1,216 | - | $83 | 7.33% | -0.977% |
| AAPL Apple Inc. | 12,812 | $2.72M | $4.42M | - | $1.7M | 62.32% | +0.846% |
| ABBV AbbVie Inc. | 5,888 | $1.01M | $1.68M | - | $669,560.42 | 66.22% | +0.716% |
| ABNB Airbnb, Inc. | 647 | $96,293.12 | $112,636.23 | - | $16,343.11 | 16.97% | -0.109% |
| ABT Abbott Laboratories | 2,471 | $256,762 | $258,812.54 | - | $2,050.54 | 0.8% | +0.057% |
| ACA Arcosa Inc. | 2,354 | $196,347 | $345,955.61 | - | $149,608.61 | 76.2% | -0.031% |
| ACN Accenture plc Class A | 1,357 | $300,152.88 | $308,446.1 | - | $8,293.22 | 2.76% | +1.058% |
| ADBE Adobe Inc. | 259 | $108,198.63 | $63,442.05 | - | -$44,756.58 | -41.37% | -2.67% |
| ADM Archer-Daniels-Midland Co | 10,492 | $634,241.7 | $873,354.08 | - | $239,112.38 | 37.7% | +0.374% |
| ADP Automatic Data Processing Inc. | 3,908 | $909,017.71 | $1.12M | - | $210,546.13 | 23.16% | +0.291% |
| AEE Ameren Corporation | 28,847 | $2.06M | $3.05M | - | $993,782.5 | 48.35% | +1.865% |
| AEM Agnico Eagle Mines Limited | 25 | $4,214 | $4,688 | - | $474 | 11.25% | -0.021% |
| AEP American Electric Power Company, Inc. | 6,219 | $545,654.88 | $788,133.87 | - | $242,478.99 | 44.44% | +1.963% |
| AFL Aflac Inc. | 800 | $71,448 | $95,096 | - | $23,648 | 33.1% | +0.695% |
| AIG American International Group Inc. | 9,242 | $686,126.16 | $741,393.24 | - | $55,267.08 | 8.05% | +1.39% |
| ALL Allstate Corporation | 9,992 | $1.6M | $2.42M | - | $829,485.49 | 51.99% | +1.283% |
| AM Antero Midstream Corporation | 420 | $6,696 | $8,494.5 | - | $1,798.5 | 26.86% | +1.531% |
| AMAT Applied Materials, Inc. | 35 | $17,898 | $14,669.2 | - | -$3,228.8 | -18.04% | -2.533% |
| AMD Advanced Micro Devices, Inc. | 582 | $122,623.76 | $316,142.4 | - | $193,518.64 | 157.81% | -3.385% |
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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 - $652,009.39, Exxon Mobil Corporation - $635,614.05, Caterpillar Inc - $598,707.07, Otter Tail Corporation - $540,056.96, and Eli Lilly and Company - $421,612.19. 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 - $11,441.51, Zoetis Inc - $11,154.17, Adobe Inc - $3,425.97, and Dow Inc - $3,275.38. 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 $7.53M earned over time. The largest contributors to dividend income include Old Republic International Corp - $645,305.06, Otter Tail Corporation - $586,411.26, Verizon Communications Inc - $304,772.73, Duke Energy Corporation - $218,703.66, and Ameren Corporation - $192,494.88. 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.
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