Kevin Warman Portfolio

Invests via INVESTMENT MANAGEMENT Corp. /VA/ /ADV | Managed by Kevin Warman

Invests via INVESTMENT MANAGEMENT Corp. /VA/ /ADV

Managed by Kevin Warman

Automatically Tracked

Tracking: 0 Updated: Jul 15 at 03:45 PM

Kevin Warman Profile

Kevin Warman is a seasoned entrepreneur and business strategist renowned for his leadership in technology-driven ventures. With an extensive background in launching innovative products, he has significantly contributed to the growth of several startups in the software development sector. His adeptness at navigating market dynamics and building collaborative teams positions him as a vital figure within the entrepreneurial ecosystem. Warman's experience spans operational roles where he oversaw critical stages of company evolution, fostering resilience during challenging economic climates. His commitment to transforming ideas into scalable businesses highlights his relevance as both a founder and thought leader.

Investment Philosophy & Strategy

With a keen eye for innovation, Kevin Warman thrives in identifying and leveraging emerging market opportunities. His entrepreneurial spirit is complemented by a robust understanding of technology's role in business evolution, enabling him to develop forward-thinking strategies that drive growth. Prioritizing operational excellence, he emphasizes scalability and adaptability within his ventures, ensuring they not only survive but also flourish amid competition. Warman's track record reflects a commitment to fostering teamwork and cultivating an environment conducive to creativity, establishing him as both a formidable entrepreneur and strategist dedicated to transforming industries through disruptive technologies.

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:

1.43%

Gain

Monthly

0.08%

Yearly

0.93%

Drawdown

19.47%

$124.07M

Equity

Holdings

$124.07M

Investment

$104.09M

$21.58M

Profit +$198,052.87

Realized

$1.6M

Unrealized

$19.97M

Dividends

$1.91M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

Profit

$198,052.87

Win %

83%

This Week

Compared To Last Week

Gain

-0.27%

Profit

-$333,225.71

Win %

83%

This Month

Compared to last month

Gain

-0.89%

Profit

-$1.11M

Win %

83%

This Year

Compared to last year

Gain

6.56%

Profit

$7.64M

Win %

82%

Gainers
Losers

CTAS Cintas Corporation

+4.13%

+$24,139.58

TOST Toast Inc.

+3.85%

+$16,911.51

AAPL Apple Inc.

+3.72%

+$29,579.49

GOOG Alphabet Inc

+3.52%

+$33,347.07

AMZN Amazon.com Inc

+3.28%

+$37,309.95

SEIC SEI Investments Company

+3.23%

+$23,834.34

MSFT Microsoft Corp.

+3.18%

+$27,980.66

META Meta Platforms Inc Class A

+2.38%

+$15,031.72

MRK Merck & Co., Inc.

+2.16%

+$17,581.15

COF Capital One Financial Corporation

+2.03%

+$20,137.78

XLC Communication Services Select Sector SPDR Fund

+1.79%

+$24,888

LOW Lowe's Companies Inc.

+1.41%

+$284,259.81

CRH CRH plc

+1.21%

+$5,557.14

VZ Verizon Communications Inc.

+1.13%

+$2,436.96

XHB SPDR S&P Homebuilders ETF

+0.84%

+$5,025.47

VRTX Vertex Pharmaceuticals Incorporated

+0.57%

+$2,883.44

RS Reliance Inc.

+0.56%

+$3,628.24

V Visa Inc. Class A

+0.49%

+$2,750.94

KJAN Innovator U.S. Small Cap Power Buffer ETF January

+0.23%

+$5,432.6

IVV iShares Core S&P 500 ETF

+0.2%

+$22,144.15

IJH iShares Core S&P Mid-Cap ETF

+0.16%

+$1,457.76

IAPR Innovator International Developed Power Buffer ETF

+0.15%

+$2,959.06

DDTL Innovator Equity Dual Directional 10 Buffer ETF - July

+0.11%

+$11,698.41

TJX The TJX Companies, Inc.

+0.1%

+$696.2

PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)

+0.08%

+$11,410.88

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.06%

+$1,366.13

MU Micron Technology, Inc.

-8.2%

-$117,236.02

GEV GE Vernova Inc.

-4.39%

-$34,358.55

LRCX Lam Research Corporation

-4.25%

-$44,821.4

SMH VanEck Semiconductor ETF

-2.72%

-$43,335.72

SPMO Invesco S&P 500 Momentum ETF

-2.68%

-$27,379.8

XLK State Street Technology Select Sector SPDR ETF

-1.79%

-$31,360.28

SLV iShares Silver Trust

-1.77%

-$5,095.74

CRWD CrowdStrike Holdings, Inc.

-1.72%

-$28,981.92

CIBR First Trust NASDAQ Cybersecurity ETF

-1.67%

-$18,284.56

URI United Rentals, Inc.

-1.51%

-$11,187.28

NVDA NVIDIA Corporation

-1.37%

-$15,169.9

HESM Hess Midstream LP

-0.68%

-$3,514.32

QQQ Invesco QQQ Trust, Series 1

-0.58%

-$6,504.45

EEM iShares MSCI Emerging Markets ETF

-0.55%

-$8,867.88

VMC Vulcan Materials Company

-0.48%

-$2,649.11

AME Ametek Inc.

-0.33%

-$1,878.72

GD General Dynamics Corporation

-0.29%

-$1,636.64

XBI SPDR S&P Biotech ETF

-0.26%

-$3,408.4

BRK-B Berkshire Hathaway Inc.

-0.23%

-$1,888.23

XLU Utilities Select Sector SPDR Fund

-0.2%

-$8,048.07

IAU iShares Gold Trust

-0.15%

-$785.57

GLD SPDR Gold Shares

-0.15%

-$9,563.12

FUTY Fidelity MSCI Utilities Index ETF

-0.14%

-$1,892.24

BAR GraniteShares Gold Trust

-0.07%

-$147.78

NOCT Innovator Growth-100 Power Buffer ETF

-0.06%

-$7,235.34

VYM Vanguard High Dividend Yield ETF

-0.03%

-$907.1

Events

Dividends

Dividend Analysis

No Data

Trades 562	Longs Won 347/562 61%	Profit Factor 5.49
Profitability	Shorts Won 0/0 0%	Standard Deviation $319,442.1
Average Win $76,019.72	Best Trade (Jul 10) $5.24M	Sharpe Ratio -1,139.01
Average Loss -$22,341.05	Worst Trade (Jul 14) -$3.78M	Z-Score 2.06 (96.02%)
Commissions $0	Avg. Trade Length 8m 3d	Expectancy $38,390.6

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	5,556	5,000	4,444	3,889	3,333	2,778	2,222	1,667	1,111	556