KRS
Kenneth R. Skarbeck Portfolio
Invests via Aldebaran Capital LLC | Managed by Kenneth R. Skarbeck
Invests via Aldebaran Capital LLC
Managed by Kenneth R. Skarbeck
Automatically Tracked
Kenneth R. Skarbeck Profile
With a distinguished career in the financial services industry, Kenneth R. Skarbeck has held prominent roles that merge investment management with corporate leadership. As an adept executive, he leverages extensive experience across various sectors to identify growth opportunities and optimize operational performance within firms he guides. His proven track record includes facilitating mergers and acquisitions that enhance organizational capabilities and market position. A notable figure in public finance, his insights contribute significantly to strategic discussions at board levels, positioning him as an influential voice in shaping financial policy and governance standards.
With a distinguished career in the financial services industry, Kenneth R. Skarbeck has held prominent roles that merge investment management with corporate leadership. As an adept executive, he leverages extensive experience across various sectors to identify growth opportunities and optimize operational performance within firms he guides. His proven track record includes facilitating mergers and acquisitions that enhance organizational capabilities and market position. A notable figure in public finance, his insights contribute significantly to strategic discussions at board levels, positioning him as an influential voice in shaping financial policy and governance standards.
Investment Philosophy & Strategy
Opportunity and innovation drive Kenneth R. Skarbeck's investment outlook. His multifaceted expertise empowers him to discern emerging trends while enhancing operational efficacy in diverse sectors. By utilizing strategic partnerships and capitalizing on synergies during mergers, he positions firms for sustainable growth amid evolving market conditions. The focus remains not only on financial returns but also on fostering robust governance practices that ensure organizational resilience and stakeholder alignment. His comprehensive approach melds leadership acumen with a keen understanding of market dynamics, establishing a foundation for transformative investments.
Opportunity and innovation drive Kenneth R. Skarbeck's investment outlook. His multifaceted expertise empowers him to discern emerging trends while enhancing operational efficacy in diverse sectors. By utilizing strategic partnerships and capitalizing on synergies during mergers, he positions firms for sustainable growth amid evolving market conditions. The focus remains not only on financial returns but also on fostering robust governance practices that ensure organizational resilience and stakeholder alignment. His comprehensive approach melds leadership acumen with a keen understanding of market dynamics, establishing a foundation for transformative investments.
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:
50.87%
Gain +0.25%
Monthly
0.89%
Yearly
11.26%
Drawdown
19.68%
$139.77M
Equity
Holdings
$139.77M
Investment
$98.05M
$45.14M
Profit +$327,540.41
Realized
$3.43M
Unrealized
$41.71M
Dividends
$7.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.25%
Profit
$327,540.41
Win %
70%
This Week
Compared To Last Week
Gain
0.24%
Profit
$327,540.41
Win %
70%
This Month
Compared to last month
Gain
2.24%
Profit
$3.06M
Win %
70%
This Year
Compared to last year
Gain
6.23%
Profit
$8.19M
Win %
71%
AVIR Atea Pharmaceuticals, Inc.
+3.09%
+$11,022.5 
RELL Richardson Electronics, Ltd.
+2.88%
+$47,924.19 
GEV GE Vernova Inc.
+2.52%
+$6,819.27 
MBIN Merchants Bancorp
+2.1%
+$10,428.75 
MOH Molina Healthcare Inc.
+2.06%
+$53,773.75 
CENX Century Aluminum Company
+1.78%
+$29,117.2 
PATK Patrick Industries, Inc.
+1.64%
+$15,379.3 
EWJV iShares MSCI Japan Value ETF
+1.11%
+$34,290.54 
JPM JPMorgan Chase & Co.
+1.05%
+$39,430.59 
BAC Bank of America Corporation
+1.04%
+$53,446.57 
GE General Electric Company
+1%
+$3,571.61 
MSFT Microsoft Corporation Common Stock
+0.93%
+$98,161.48 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$208,577.7 
IMA ImageneBio Inc.
+0.71%
+$543.72 
BMO Bank of Montreal
+0.7%
+$2,014.5 
F Ford Motor Co.
+0.65%
+$2,062.5 
LLY Eli Lilly and Company
+0.58%
+$66,471.66 
CATO The Cato Corporation Class A Common Stock
+0.43%
+$11,699.86 
IWS iShares Russell Mid-Cap Value ETF
+0.36%
+$23,784.4 
BRK-A Berkshire Hathaway Inc.
+0.3%
+$4,810 
TECX Tectonic Therapeutic, Inc.
+0.27%
+$1,983.36 
BG Bunge Global SA
+0.21%
+$14,659.48 
ACRS Aclaris Therapeutics, Inc.
+0.13%
+$4,683.65 
FCX Freeport-McMoRan Inc.
+0.11%
+$3,375.33 
ZD Ziff Davis, Inc.
+0.1%
+$2,264.46 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 3732
373261056
0%
$0 
OKUR OnKure Therapeutics, Inc. Class A Common Stock
-3.77%
-$3,787.55 
AMLX Amylyx Pharmaceuticals, Inc.
-2.43%
-$129,288.72 
PMVP PMV Pharmaceuticals, Inc.
-1.57%
-$9,348.64 
LKQ LKQ Corporation
-1.55%
-$42,637.86 
GLNCY Glencore plc
-1.15%
-$54,585.46 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.01%
-$37,517.64 
OXY Occidental Petroleum Corp.
-0.76%
-$64,652.44 
SU Suncor Energy Inc.
-0.56%
-$45,509.71 
CVX Chevron Corporation
-0.5%
-$30,302.68 
DUK Duke Energy Corporation
-0.4%
-$1,800 
SIRI Sirius XM Holdings Inc.
-0.19%
-$5,891.79 
HURC Hurco Companies Inc.
-0.09%
-$273.98 Events
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Dividends
Dividend Analysis
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| Trades 407 | Longs Won 242/407 59% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,416.65 |
| Average Win $242,779.2 | Best Trade (Oct 22) $9.64M | Sharpe Ratio -271.25 |
| Average Loss -$82,481.15 | Worst Trade (Oct 20) -$3.27M | Z-Score 0.13 (10.51%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 1d | Expectancy $110,916.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.47% |
| Consecutive Losing Trades | 1,695 | 1,525 | 1,356 | 1,186 | 1,017 | 847 | 678 | 508 | 339 | 169 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3732 373261056 | 367,435 | $389,480.88 | $1.78M | - | $1.39M | 356.6% | 0.0 |
| ACRS Aclaris Therapeutics, Inc. | 936,731 | $1.04M | $3.52M | - | $2.48M | 238.33% | +0.133% |
| AMLX Amylyx Pharmaceuticals, Inc. | 195,892 | $372,195.02 | $5.2M | - | $4.83M | 1,296.84% | -2.426% |
| AVIR Atea Pharmaceuticals, Inc. | 88,180 | $314,803.06 | $367,269.7 | - | $52,466.64 | 16.67% | +3.094% |
| BAC Bank of America Corporation | 101,803 | $3.37M | $5.2M | - | $1.83M | 54.24% | +1.038% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 141,576 | $3.12M | $3.69M | - | $565,631.17 | 18.11% | -1.007% |
| BG Bunge Global SA | 66,634 | $7.11M | $6.89M | - | -$213,864.64 | -3.01% | +0.213% |
| BMO Bank of Montreal | 1,700 | $230,078 | $289,501.5 | - | $59,423.5 | 25.83% | +0.701% |
| BRK-A Berkshire Hathaway Inc. | 2 | $937,422 | $1.63M | - | $694,578 | 74.09% | +0.296% |
| BRK-B Berkshire Hathaway Inc. | 41,508 | $13.08M | $22.71M | - | $9.64M | 73.69% | +0.927% |
| CATO The Cato Corporation Class A Common Stock | 1.17M | $8.56M | $2.74M | - | -$5.82M | -68.01% | +0.429% |
| CENX Century Aluminum Company | 51,995 | $425,319.17 | $1.66M | - | $1.24M | 290.95% | +1.782% |
| CVX Chevron Corporation | 26,123 | $4.58M | $6.06M | - | $1.48M | 32.42% | -0.497% |
| DUK Duke Energy Corporation | 3,600 | $370,764 | $448,128 | - | $77,364 | 20.87% | -0.4% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 39,425 | $439,194.5 | $611,087.5 | - | $171,893 | 39.14% | 0.0 |
| EWJV iShares MSCI Japan Value ETF | 65,880 | $2.87M | $3.12M | - | $249,897.74 | 8.69% | +1.11% |
| F Ford Motor Co. | 27,500 | $313,375.21 | $321,062.5 | - | $7,687.29 | 2.45% | +0.647% |
| FCX Freeport-McMoRan Inc. | 48,219 | $1.85M | $3.15M | - | $1.3M | 70.22% | +0.107% |
| GE General Electric Company | 1,251 | $198,871.4 | $360,907.24 | - | $162,035.84 | 81.48% | +1% |
| GEV GE Vernova Inc. | 332 | $204,147 | $277,399.27 | - | $73,252.27 | 35.88% | +2.52% |
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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 Kenneth R. Skarbeck?
The largest contributions to the portfolio's profits come from the following stocks: Bunge Global SA - $1.63M, Microsoft Corporation Common Stock - $1.43M, Suncor Energy Inc - $1.33M, Bank of America Corporation - $1.19M, and Verizon Communications Inc - $1M. 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: Richardson Electronics, Ltd - $632,926.98, Hillenbrand Inc - $620,238.63, Wells Fargo & Company - $359,621.19, HP Inc - $242,168.55, and Occidental Petroleum Corporation - $228,546.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenneth R. Skarbeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.97M earned over time. The largest contributors to dividend income include Bunge Global SA - $981,927.76, The Cato Corporation Class A Common Stock - $938,560.99, Suncor Energy Inc - $755,004.04, Chevron Corporation - $711,911.7, and abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $709,430.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenneth R. Skarbeck's monthly returns?
Kenneth R. Skarbeck's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kenneth R. Skarbeck's strategy be considered aggressive or moderate?
Kenneth R. Skarbeck'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 Kenneth R. Skarbeck's strategy?
Kenneth R. Skarbeck'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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