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:
36.35%
Gain +3.82%
Monthly
1.61%
Yearly
21.15%
Drawdown
16%
$250.31M
Equity
Holdings
$250.31M
Investment
$206.35M
$45.62M
Profit +$6.15M
Realized
$1.66M
Unrealized
$43.96M
Dividends
$5.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.82%
Profit
$6.15M
Win %
84%
This Week
Compared To Last Week
Gain
2.82%
Profit
$6.87M
Win %
84%
This Month
Compared to last month
Gain
3.2%
Profit
$7.77M
Win %
84%
This Year
Compared to last year
Gain
13.26%
Profit
$29.3M
Win %
83%
GOOG Alphabet Inc
+6.88%
+$19,892.02 
COHR Coherent Corp.
+5.55%
+$25,986.59 
MSFT Microsoft Corp.
+3.02%
+$34,022.74 
NVDA NVIDIA Corporation
+2.93%
+$12,236.55 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$4,151.25 
BN Brookfield Corporation
+1.19%
+$2,686.01 
VUG Vanguard Growth ETF
+1.1%
+$512,294.22 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$47,895.68 
IBM International Business Machines Corporation
+0.86%
+$4,501.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,027.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,028.79 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,537.77 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$38,980.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,461.8 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$8,466.77 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$100,916.64 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,313 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$647.99 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$437,338.72 
GLD SPDR Gold Shares
-1.49%
-$3,613.65 
XOM Exxon Mobil Corporation
-0.97%
-$2,005.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$313,975.66 
WPC W. P. Carey Inc.
-0.65%
-$1,845.13 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$7,021 
LLY Eli Lilly and Company
-0.53%
-$7,582.81 
MDT Medtronic plc
-0.37%
-$1,049.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,101.82 
VTV Vanguard Value ETF
-0.27%
-$32,929.11 
DUHP Dimensional US High Profitability ETF
-0.27%
-$12,330.23 
VB Vanguard Small-Cap ETF
-0.22%
-$24,033.17 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,000.98 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,145.43 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$19,976.55 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$657.96 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$10,852.3 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$196.14 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$4,756.27 Events
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Dividends
Dividend Analysis
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| Trades 181 | Longs Won 143/181 79% | Profit Factor 71.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $929,073 |
| Average Win $323,556.47 | Best Trade (Aug 14) $7.63M | Sharpe Ratio -10.06 |
| Average Loss -$17,017.49 | Worst Trade (Aug 07) -$305,187.5 | Z-Score 17.68 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $252,054.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,836 | $4.47M | $5.51M | - | $1.04M | 23.36% | -7.354% |
| BN Brookfield Corporation | 5,372 | $245,607.84 | $228,471.16 | - | -$17,136.68 | -6.98% | +1.19% |
| BNY BlackRock New York Municipal Income Trust | 2,592 | $218,897.32 | $405,207.36 | - | $186,310.04 | 85.11% | +0.16% |
| COHR Coherent Corp. | 1,879 | $202,405.88 | $493,970.33 | - | $291,564.45 | 144.05% | +5.553% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 630,729 | $22.35M | $28.06M | - | $5.71M | 25.56% | +0.361% |
| DFAT Dimensional US Targeted Value ETF | 10,413 | $580,054.15 | $736,511.49 | - | $156,457.34 | 26.97% | -0.155% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 8,932 | $314,433.78 | $411,774.13 | - | $97,340.35 | 30.96% | +0.32% |
| DFSI Dimensional International Sustainability Core 1 ETF | 25,075 | $909,964.97 | $1.15M | - | $241,980.53 | 26.59% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 124,143 | $4.75M | $5.85M | - | $1.1M | 23.17% | +0.671% |
| DUHP Dimensional US High Profitability ETF | 112,093 | $3.82M | $4.61M | - | $793,446.82 | 20.76% | -0.266% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,975 | $431,987.79 | $524,779.52 | - | $92,791.73 | 21.48% | +0.679% |
| GLD SPDR Gold Shares | 643 | $231,017.61 | $238,900.23 | - | $7,882.62 | 3.41% | -1.49% |
| GOOG Alphabet Inc | 866 | $210,984.55 | $308,858.89 | - | $97,874.34 | 46.39% | +6.884% |
| IBM International Business Machines Corporation | 2,357 | $521,301.42 | $527,143.03 | - | $5,841.61 | 1.12% | +0.861% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 515,825 | $11.79M | $11.81M | - | $22,959.89 | 0.19% | 0.0 |
| IBTH iShares iBonds Dec 2027 Term | 537,218 | $11.98M | $12.01M | - | $36,751.5 | 0.31% | 0.0 |
| IBTI iShares iBonds Dec 2028 Term ETF | 475,579 | $10.48M | $10.51M | - | $22,979.31 | 0.22% | -0.045% |
| IBTJ iShares iBonds Dec 2029 Term Fund | 542,615 | $11.84M | $11.7M | - | -$146,991.77 | -1.24% | -0.093% |
| IBTK iShares iBonds Dec 2030 Treasury ETF | 665,885 | $13.21M | $12.91M | - | -$299,937.63 | -2.27% | -0.154% |
| LLY Eli Lilly and Company | 1,237 | $955,927.72 | $1.42M | - | $465,187.32 | 48.66% | -0.531% |
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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: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.23M, Dimensional US High Profitability ETF - $1.05M, Vanguard FTSE Emerging Markets ETF - $943,070.34, iShares iBonds Dec 2026 Term Treasury ETF - $649,382.55, and iShares iBonds Dec 2027 Term - $623,001.59. 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: Brookfield Corporation - $16,656.27, iShares Core S&P Total U.S. Stock Market ETF - $16,654.85, Procter & Gamble Co - $16,039.62, and Vanguard Mid-Cap ETF - $2,888.02. 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 $5.92M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.23M, iShares iBonds Dec 2026 Term Treasury ETF - $649,143.88, iShares iBonds Dec 2027 Term - $623,001.59, iShares iBonds Dec 2028 Term ETF - $548,193.09, and iShares iBonds Dec 2029 Term Fund - $511,811.58. 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.
