BK
Bud Kahn Portfolio
Invests via Wealth Management Strategies Inc. | Managed by Herman "Bud" Kahn
Invests via Wealth Management Strategies Inc.
Managed by Herman "Bud" Kahn
Automatically Tracked
Seasoned investor and operating executive with extensive experience leading consumer-facing businesses, specializing in growth, turnaround and value-creation strategies across retail and hospitality sectors. Known for directing capital allocation, restructuring initiatives and commercial strategy while partnering with private equity sponsors and strategic acquirers. Bud Kahn has held senior management roles and multiple board seats, with a focus on margin expansion, brand repositioning and scalable operations. Market-relevant strengths include deal execution, operational integration and investor relations.
Seasoned investor and operating executive with extensive experience leading consumer-facing businesses, specializing in growth, turnaround and value-creation strategies across retail and hospitality sectors. Known for directing capital allocation, restructuring initiatives and commercial strategy while partnering with private equity sponsors and strategic acquirers. Bud Kahn has held senior management roles and multiple board seats, with a focus on margin expansion, brand repositioning and scalable operations. Market-relevant strengths include deal execution, operational integration and investor relations.
Investment Philosophy & Strategy
Prioritizes operationally-driven value investing in consumer sectors, backing companies where hands-on management, margin expansion and brand repositioning unlock growth. Favors control or influential minority stakes that enable restructuring, commercial strategy and integration plans with a three- to seven-year horizon to realize exits. Capital allocation emphasizes disciplined underwriting, cash-flow restoration and scalable cost architecture. Risk-managed through active governance, milestone-based capital tranches and alignment with private equity partners and strategic acquirers.
Prioritizes operationally-driven value investing in consumer sectors, backing companies where hands-on management, margin expansion and brand repositioning unlock growth. Favors control or influential minority stakes that enable restructuring, commercial strategy and integration plans with a three- to seven-year horizon to realize exits. Capital allocation emphasizes disciplined underwriting, cash-flow restoration and scalable cost architecture. Risk-managed through active governance, milestone-based capital tranches and alignment with private equity partners and strategic acquirers.
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:
1.37%
Gain
Monthly
0.07%
Yearly
0.89%
Drawdown
23.59%
$242.22M
Equity
Holdings
$242.22M
Investment
$206.35M
$37.55M
Profit -$1.33M
Realized
$1.68M
Unrealized
$35.87M
Dividends
$5.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.33M
Win %
81%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.44M
Win %
81%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.37M
Win %
81%
This Year
Compared to last year
Gain
9.6%
Profit
$21.21M
Win %
81%
LLY Eli Lilly and Company
+1.56%
+$22,599.92 
XOM Exxon Mobil Corporation
+1.51%
+$2,897.31 
WPC W. P. Carey Inc.
+1.01%
+$2,921.82 
GLD SPDR Gold Shares
+0.87%
+$2,031.88 
AAPL Apple Inc.
+0.4%
+$23,543.34 
VTV Vanguard Value ETF
+0.35%
+$43,254.52 
MDT Medtronic plc
+0.28%
+$754.4 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$863.53 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.1%
+$13,317.7 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.09%
+$10,960.82 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$7,133.69 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IBM International Business Machines Corporation
-3.64%
-$18,785.29 
MSFT Microsoft Corp.
-2.49%
-$24,930.02 
GOOG Alphabet Inc
-2.02%
-$6,174.58 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$94,508.44 
BNY BlackRock New York Municipal Income Trust
-1.8%
-$7,516.77 
NVDA NVIDIA Corporation
-1.65%
-$7,329.06 
VUG Vanguard Growth ETF
-1.5%
-$716,110.2 
BN Brookfield Corporation
-1.39%
-$3,303.78 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.3%
-$4,455 
VSGX Vanguard ESG International Stock ETF
-1.3%
-$5,702.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.2%
-$4,975.12 
ESGV Vanguard ESG U.S. Stock ETF
-0.99%
-$5,247 
COHR Coherent Corp.
-0.95%
-$4,960.54 
SMA SmartStop Self Storage REIT Inc.
-0.86%
-$2,942.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.83%
-$3,892.7 
DFSU Dimensional US Sustainability Core 1 ETF
-0.77%
-$45,312.19 
DFSI Dimensional International Sustainability Core 1 ETF
-0.7%
-$8,024 
VOO Vanguard S&P 500 ETF
-0.7%
-$8,030.37 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$2,937.63 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$19,765.6 
DUHP Dimensional US High Profitability ETF
-0.56%
-$26,341.85 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$157,682.25 
VB Vanguard Small-Cap ETF
-0.52%
-$56,079.1 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$3,696.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$223,793.07 
PNC The PNC Financial Services Group, Inc.
-0.31%
-$5,693.22 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$204.27 Events
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Dividends
Dividend Analysis
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| Trades 181 | Longs Won 140/181 77% | Profit Factor 54.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $764,746.26 |
| Average Win $273,251.96 | Best Trade (Jul 15) $6.73M | Sharpe Ratio -31.94 |
| Average Loss -$17,229.97 | Worst Trade (Jul 14) -$273,062.5 | Z-Score 14.94 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $207,452.19 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
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Returns
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