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:
33.12%
Gain +0.26%
Monthly
1.34%
Yearly
17.34%
Drawdown
16%
$257.01M
Equity
Holdings
$257.01M
Investment
$217.9M
$41.36M
Profit +$437,030.89
Realized
$2.24M
Unrealized
$39.12M
Dividends
$6.7M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$437,030.89
Win %
75%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$2.28M
Win %
75%
This Month
Compared to last month
Gain
0.09%
Profit
$233,735.68
Win %
75%
This Year
Compared to last year
Gain
0.43%
Profit
$1.09M
Win %
75%
LLY Eli Lilly and Company
+4.8%
+$71,911.57 
SMA SmartStop Self Storage REIT Inc.
+3.91%
+$12,503.92 
BNY BlackRock New York Municipal Income Trust
+2.88%
+$10,316.93 
IBM International Business Machines Corporation
+1.78%
+$9,602.55 
WPC W. P. Carey Inc.
+1.32%
+$3,270.96 
ABBV AbbVie Inc.
+1.31%
+$3,138.65 
GLD SPDR Gold Shares
+1.12%
+$2,713.47 
DFAT Dimensional US Targeted Value ETF
+0.95%
+$6,684.8 
MSFT Microsoft Corp.
+0.87%
+$11,667.17 
MDT Medtronic plc
+0.87%
+$2,468.2 
VB Vanguard Small-Cap ETF
+0.86%
+$93,180.4 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$2,361.7 
DFSI Dimensional International Sustainability Core 1 ETF
+0.78%
+$8,734.95 
BN Brookfield Corporation
+0.72%
+$1,396.72 
VTV Vanguard Value ETF
+0.71%
+$99,636.38 
DUHP Dimensional US High Profitability ETF
+0.61%
+$30,218.24 
DFSU Dimensional US Sustainability Core 1 ETF
+0.56%
+$32,865.83 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$1,039.6 
GOOG Alphabet Inc
+0.52%
+$1,444.54 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$1,699.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.4%
+$116,467.92 
IBTL iShares iBonds Dec 2031 Term Fund
+0.36%
+$1,397.2 
ESGV Vanguard ESG U.S. Stock ETF
+0.3%
+$1,640 
VSGX Vanguard ESG International Stock ETF
+0.29%
+$1,276.96 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.24%
+$30,909.24 
SCHB Schwab U.S. Broad Market ETF
+0.22%
+$455.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$5,775.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$81,272.57 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.17%
+$20,215.12 
VOO Vanguard S&P 500 ETF
+0.12%
+$1,391.9 
IBTI iShares iBonds Dec 2028 Term ETF
+0.11%
+$12,658.3 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$477.97 
AAPL Apple Inc.
+0.06%
+$3,570.38 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$2,993.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$88.19 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
COHR Coherent Corp.
-6.35%
-$30,313.38 
GLW Corning Incorporated
-3.25%
-$3,824.3 
NVDA NVIDIA Corporation
-1.59%
-$6,862.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.99%
-$4,167.65 
PNC The PNC Financial Services Group, Inc.
-0.52%
-$8,202.88 
VUG Vanguard Growth ETF
-0.34%
-$180,289.18 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.28%
-$979.91 
USXF iShares ESG Aware MSCI USA ETF
-0.23%
-$439.35 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$12,424.36 Events
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Dividends
Dividend Analysis
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| Trades 258 | Longs Won 192/258 74% | Profit Factor 30.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $714,008.74 |
| Average Win $222,830.65 | Best Trade (Oct 14) $8.04M | Sharpe Ratio -37.45 |
| Average Loss -$21,593.96 | Worst Trade (Oct 14) -$584,675 | Z-Score 11.85 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $160,303.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,851 | $4.47M | $6.13M | - | $1.65M | 37.02% | +0.058% |
| ABBV AbbVie Inc. | 846 | $215,146.26 | $242,962.74 | - | $27,816.48 | 12.93% | +1.309% |
| BN Brookfield Corporation | 5,372 | $221,487.56 | $194,520.12 | - | -$26,967.44 | -12.18% | +0.723% |
| BNY BlackRock New York Municipal Income Trust | 2,602 | $220,062.07 | $368,469.22 | - | $148,407.15 | 67.44% | +2.881% |
| COHR Coherent Corp. | 1,813 | $195,296.36 | $447,085.8 | - | $251,789.44 | 128.93% | -6.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 647,044 | $22.82M | $29.16M | - | $6.34M | 27.77% | +0.401% |
| DFAT Dimensional US Targeted Value ETF | 10,445 | $582,108.2 | $708,379.9 | - | $126,271.7 | 21.69% | +0.953% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 8,982 | $311,528.46 | $417,303.72 | - | $105,775.26 | 33.95% | -0.989% |
| DFSI Dimensional International Sustainability Core 1 ETF | 24,957 | $896,871.77 | $1.12M | - | $227,441.08 | 25.36% | +0.783% |
| DFSU Dimensional US Sustainability Core 1 ETF | 124,022 | $4.64M | $5.94M | - | $1.31M | 28.21% | +0.556% |
| DUHP Dimensional US High Profitability ETF | 116,224 | $4.14M | $4.95M | - | $814,442.3 | 19.67% | +0.614% |
| ESGV Vanguard ESG U.S. Stock ETF | 4,000 | $434,545.79 | $545,000 | - | $110,454.21 | 25.42% | +0.302% |
| GLD SPDR Gold Shares | 643 | $201,494.49 | $244,475.03 | - | $42,980.54 | 21.33% | +1.122% |
| GLW Corning Incorporated | 835 | $213,284.04 | $113,818.85 | - | -$99,465.19 | -46.64% | -3.251% |
| GOOG Alphabet Inc | 807 | $196,615.1 | $278,770.08 | - | $82,154.98 | 41.78% | +0.521% |
| IBM International Business Machines Corporation | 2,371 | $525,415.04 | $549,906.03 | - | $24,490.99 | 4.66% | +1.777% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 495,686 | $11.33M | $11.33M | - | $276.59 | - | 0.0 |
| IBTH iShares iBonds Dec 2027 Term | 564,719 | $12.59M | $12.59M | - | -$3,609.56 | -0.03% | +0.024% |
| IBTI iShares iBonds Dec 2028 Term ETF | 506,332 | $11.16M | $11.1M | - | -$67,865.15 | -0.61% | +0.114% |
| IBTJ iShares iBonds Dec 2029 Term Fund | 577,575 | $12.6M | $12.28M | - | -$314,923.72 | -2.5% | +0.165% |
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FAQ
Which stocks have generated the highest profits for Bud Kahn?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US High Profitability ETF - $1.39M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M, Vanguard FTSE Emerging Markets ETF - $1.17M, iShares iBonds Dec 2026 Term Treasury ETF - $700,683.55, and iShares iBonds Dec 2027 Term - $680,566.29. 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: Exxon Mobil Corporation - $41,834.01, Procter & Gamble Co - $16,062.69, Brookfield Corporation - $15,953.36, and AdaptHealth Corp - $7,128.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bud Kahn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.7M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M, iShares iBonds Dec 2026 Term Treasury ETF - $698,833.76, iShares iBonds Dec 2027 Term - $680,566.29, iShares iBonds Dec 2028 Term ETF - $600,450.36, and iShares iBonds Dec 2029 Term Fund - $572,230.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bud Kahn's monthly returns?
Bud Kahn'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 Bud Kahn's strategy be considered aggressive or moderate?
Bud Kahn'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 Bud Kahn's strategy?
Bud Kahn'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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