Kasey Fegan Portfolio
Invests via Corsicana & Co. | Managed by Kasey Fegan
Invests via Corsicana & Co.
Managed by Kasey Fegan
Automatically Tracked
Kasey Fegan Profile
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Investment Philosophy & Strategy
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
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:
52.11%
Gain -0.59%
Monthly
0.73%
Yearly
9.07%
Drawdown
19.73%
$210.46M
Equity
Holdings
$210.46M
Investment
$145.59M
$83M
Profit -$1.14M
Realized
$18.12M
Unrealized
$64.87M
Dividends
$15.7M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.14M
Win %
70%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.14M
Win %
70%
This Month
Compared to last month
Gain
-1.04%
Profit
-$2.21M
Win %
70%
This Year
Compared to last year
Gain
1.73%
Profit
$3.63M
Win %
68%
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$6,873.6 
PANW Palo Alto Networks, Inc.
+13.09%
+$1,038.96 
RBLX Roblox Corporation
+12.66%
+$86.4 
ADSK Autodesk, Inc.
+7.78%
+$165.3 
NOW ServiceNow, Inc.
+7.41%
+$294.6 
ACN Accenture plc Class A
+6.05%
+$222.5 
INTU Intuit Inc.
+5.5%
+$3,838.73 
ADBE Adobe Inc.
+5.29%
+$267.1 
BSX Boston Scientific Corporation
+4.83%
+$51.87 
CRM Salesforce Inc
+4.68%
+$1,193.15 
BAH Booz Allen Hamilton Holding Corporation
+4.22%
+$960 
GSK GSK plc Sponsored ADR
+3.99%
+$192 
BR Broadridge Financial Solutions, Inc.
+3.94%
+$52.8 
YUM Yum! Brands, Inc.
+3.89%
+$471.71 
NFLX Netflix, Inc.
+3.79%
+$12,965.25 
PLTR Palantir Technologies Inc.
+3.65%
+$5,063 
CI The Cigna Group
+3.35%
+$291.71 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.34%
+$93 
ZBH Zimmer Biomet Holdings, Inc.
+3.27%
+$798.66 
GOOGL Alphabet Inc
+3.22%
+$2,439.36 
KD Kyndryl Holdings Inc.
+3.16%
+$4.15 
ADP Automatic Data Processing Inc.
+3.13%
+$537.28 
GOOG Alphabet Inc
+3.07%
+$44,359.16 
AZO AutoZone Inc.
+3.02%
+$173.98 
AON Aon plc
+2.91%
+$70.56 
BDX Becton, Dickinson and Company
+2.84%
+$24,310.7 
META Meta Platforms Inc Class A
+2.71%
+$22,718.01 
SOLV Solventum Corporation
+2.7%
+$417.72 
TSCO Tractor Supply Company
+2.48%
+$41 
ISRG Intuitive Surgical, Inc.
+2.38%
+$87.9 
MO Altria Group, Inc.
+2.38%
+$2,648.6 
IBM International Business Machines Corporation
+2.38%
+$2,335.12 
SYK Stryker Corporation
+2.31%
+$33,245.03 
VOX Vanguard Communication Services ETF
+2.31%
+$42,904.7 
AZN AstraZeneca PLC American Depositary Shares
+2.22%
+$356 
DJT Trump Media & Technology Group Corp.
+2.19%
+$65.55 
WM Waste Management, Inc.
+2.18%
+$5,944.44 
HLN Haleon Plc - ADR
+2.18%
+$25 
UPS United Parcel Service, Inc.
+2.16%
+$4,611.25 
IONQ IonQ, Inc.
+2.04%
+$750 
MSFT Microsoft Corp.
+2.04%
+$144,095.29 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$50.4 
LLY Eli Lilly and Company
+2.02%
+$5,127.73 
SPGI S&P Global Inc.
+2%
+$114.8 
MCD McDonald's Corporation
+1.98%
+$4,495.99 
NERD Roundhill Video Games ETF
+1.92%
+$303.38 
GILD Gilead Sciences Inc.
+1.89%
+$67.75 
ALL Allstate Corporation
+1.87%
+$2,047.25 
TGT Target Corporation
+1.83%
+$7,393.1 
WMT Walmart Inc.
+1.81%
+$26,100.76 
T AT&T Inc.
+1.78%
+$1,663.77 
ABBV AbbVie Inc.
+1.78%
+$54,167.66 
CLX The Clorox Company
+1.78%
+$265.2 
ROKU Roku, Inc.
+1.62%
+$2,510.01 
DHR Danaher Corporation
+1.58%
+$47.4 
ROP Roper Technologies Inc.
+1.57%
+$24.4 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$48.32 
COST Costco Wholesale Corporation
+1.54%
+$47,988.78 
HLLY Holley Inc.
+1.49%
+$8 
HLT Hilton Worldwide Holdings Inc.
+1.46%
+$75.99 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$2,607 
HRB H&R Block Inc.
+1.4%
+$661.5 
LHX L3Harris Technologies, Inc.
+1.39%
+$170.5 
NVS Novartis AG Sponsored ADR
+1.36%
+$29.76 
VZ Verizon Communications Inc.
+1.35%
+$11,933.39 
UBER Uber Technologies, Inc.
+1.35%
+$56.94 
V Visa Inc. Class A
+1.32%
+$38,610.56 
CL Colgate-Palmolive Company
+1.27%
+$187.85 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$1,326 
CAG Conagra Brands Inc.
+1.23%
+$18 
KO The Coca-Cola Company
+1.22%
+$3,306.7 
UNH UnitedHealth Group Incorporated
+1.19%
+$8,991.99 
ODFL Old Dominion Freight Line, Inc.
+1.18%
+$16.96 
AMGN Amgen Inc.
+1.12%
+$67.84 
ABT Abbott Laboratories
+1.12%
+$1,193.58 
EBC Eastern Bankshares, Inc.
+1.11%
+$480 
BB BlackBerry Ltd.
+1.11%
+$425 
LMT Lockheed Martin Corporation
+1.01%
+$1,296.05 
VSNT Versant Media Group, Inc.
+1.01%
+$15 
ZTS Zoetis Inc.
+0.99%
+$2,351.9 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.97%
+$41.7 
KMB Kimberly-Clark Corporation
+0.96%
+$6,090.26 
AXP American Express Company
+0.95%
+$110.88 
LTC LTC Properties Inc.
+0.95%
+$800 
CVS CVS Health Corporation
+0.93%
+$4,136 
MA Mastercard Incorporated
+0.92%
+$1,241.37 
VTRS Viatris Inc.
+0.91%
+$2.4 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$6,201.64 
AWK American Water Works Company, Inc.
+0.89%
+$10.98 
DE Deere & Company
+0.87%
+$58.9 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$6,340.95 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$25.5 
BKNG Booking Holdings Inc.
+0.82%
+$35.75 
FVAL Fidelity Value Factor ETF
+0.82%
+$240.48 
EOG EOG Resources, Inc.
+0.81%
+$58.8 
TRV The Travelers Companies, Inc.
+0.77%
+$17,469.6 
LUV Southwest Airlines Co.
+0.77%
+$259.29 
IYC iShares U.S. Consumer Discretionary ETF
+0.76%
+$18.75 
NKE Nike, Inc. - Class B
+0.75%
+$2,905.93 
OMF OneMain Holdings Inc.
+0.72%
+$136.5 
BMY Bristol-Myers Squibb Company
+0.72%
+$142.6 
LOW Lowe's Companies Inc.
+0.71%
+$95.2 
HD The Home Depot, Inc.
+0.71%
+$19,493.65 
UDR UDR Inc.
+0.7%
+$27,124.69 
MET MetLife Inc.
+0.66%
+$1,153.92 
MCO Moody's Corporation
+0.66%
+$21.84 
MRK Merck & Co., Inc.
+0.64%
+$2,451.83 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$27.09 
SDY SPDR S&P Dividend ETF
+0.63%
+$55,771.12 
PFG Principal Financial Group, Inc.
+0.63%
+$23.52 
PG Procter & Gamble Co
+0.61%
+$8,957.52 
KDP Keurig Dr Pepper Inc.
+0.6%
+$38 
PYPL PayPal Holdings Inc
+0.58%
+$18.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$480.12 
OXY Occidental Petroleum Corporation
+0.55%
+$682.72 
GEHC GE HealthCare Technologies Inc.
+0.5%
+$47.36 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.48%
+$1,383.05 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.46%
+$16,242.82 
WAT Waters Corporation
+0.42%
+$967.86 
TAP Molson Coors Beverage Company
+0.41%
+$9.12 
SYY Sysco Corporation
+0.39%
+$51.84 
SHW The Sherwin-Williams Company
+0.37%
+$14.28 
ITW Illinois Tool Works Inc.
+0.36%
+$71.62 
OKE ONEOK, Inc.
+0.35%
+$261.8 
SWX Southwest Gas Holdings Inc.
+0.35%
+$16.5 
ULTA Ulta Beauty Inc.
+0.34%
+$56.1 
KMI Kinder Morgan, Inc.
+0.34%
+$2,190.82 
SBUX Starbucks Corporation
+0.32%
+$95.04 
FFIN First Financial Bankshares Inc.
+0.3%
+$79.6 
JNJ Johnson & Johnson
+0.3%
+$11,848.83 
CFR Cullen/Frost Bankers Inc.
+0.29%
+$470 
AAPL Apple Inc.
+0.24%
+$26,061.75 
UNP Union Pacific Corporation
+0.23%
+$4,764.57 
ICE Intercontinental Exchange, Inc.
+0.22%
+$13.26 
WBD Warner Bros. Discovery, Inc.
+0.21%
+$12.18 
FDX FedEx Corporation
+0.2%
+$447.65 
AMP Ameriprise Financial, Inc.
+0.2%
+$13.2 
D Dominion Energy, Inc.
+0.17%
+$79.75 
MPC Marathon Petroleum Corporation
+0.15%
+$21.83 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.12%
+$156 
MFC Manulife Financial Corporation
+0.12%
+$6.3 
CFG Citizens Financial Group, Inc.
+0.1%
+$140 
SCHW Charles Schwab Corporation
+0.07%
+$120 
OGN Organon & Co.
+0.04%
+$0.13 
PFE Pfizer Inc.
+0.04%
+$26.15 
PPC Pilgrim's Pride Corporation
+0.03%
+$340 
DVY iShares Select Dividend ETF
+0.01%
+$6.82 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
COLB Columbia Banking System, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.07 
RNA Avidity Biosciences Inc.
0%
$0 
SQ Block, Inc.
0%
$0 FSSL
FSSL
0%
$0 
GLW Corning Incorporated
-13.61%
-$32,842.5 
HPE Hewlett Packard Enterprise Company
-10.77%
-$11,163.95 
LITE Lumentum Holdings Inc.
-9.92%
-$4,600 
GEV GE Vernova Inc.
-8.62%
-$13,940.81 
SMCI Super Micro Computer Inc
-8.4%
-$353.85 
LRCX Lam Research Corporation
-8.29%
-$2,967.6 
ETN Eaton Corporation plc
-7.59%
-$580.86 
CEG Constellation Energy Corporation
-7.09%
-$807.2 
AMAT Applied Materials, Inc.
-7.07%
-$936.12 
ECG Everus Construction Group, Inc.
-6.92%
-$744.3 
SOLS Sollensys Corp
-6.09%
-$6,022.5 
DELL Dell Technologies Inc.
-5.81%
-$2,966.4 
INTC Intel Corporation
-5.63%
-$23,925 
MU Micron Technology, Inc.
-5.27%
-$24,354.12 
BAC Bank of America Corporation
-5.14%
-$7,323.98 
DLR Digital Realty Trust, Inc.
-5.02%
-$1,325.8 
SLB Schlumberger Limited
-4.89%
-$2,433.12 
AVGO Broadcom Inc.
-4.77%
-$3,108.6 
WDC Western Digital Corporation
-4.5%
-$805 
AMD Advanced Micro Devices, Inc.
-4.4%
-$10,269.44 
PWR Quanta Services Inc.
-4.4%
-$87,659 
CAT Caterpillar Inc.
-4.27%
-$10,796.46 
HPQ HP Inc.
-4.09%
-$1,740 
SNPS Synopsys, Inc.
-4.01%
-$143.55 
ORCL Oracle Corporation
-3.72%
-$324.22 
MS Morgan Stanley
-3.63%
-$3,895 
EARN Ellington Financial Inc.
-3.58%
-$341 
CDNS Cadence Design Systems, Inc.
-3.56%
-$144.34 
NVDA NVIDIA Corporation
-3.35%
-$413,426.28 
CMI Cummins Inc.
-2.83%
-$38,881.92 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$329 
IRM Iron Mountain Inc.
-2.71%
-$1,404 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$66,122.67 
DFAE Dimensional Emerging Core Equity Market ETF
-2.43%
-$302.25 
RIOT Riot Platforms, Inc.
-2.42%
-$520 
MDU MDU Resources Group, Inc.
-2.34%
-$162.45 
AVEM Avantis Emerging Markets Equity ETF
-2.34%
-$7,341.16 
PH Parker-Hannifin Corporation
-2.25%
-$213.3 
SLV iShares Silver Trust
-2.2%
-$640 
ROK Rockwell Automation, Inc.
-2.19%
-$65.66 
IYZ iShares U.S. Telecommunications ETF
-2%
-$78.72 
TXN Texas Instruments Inc
-1.99%
-$88,243.06 
KNF Knife River Corporation
-1.96%
-$101.7 
VLO Valero Energy Corporation
-1.93%
-$61,315.28 
CCI Crown Castle Inc.
-1.9%
-$731.52 
ARR Armour Residential REIT Inc.
-1.9%
-$780 
C Citigroup Inc.
-1.89%
-$1,726.59 
GE General Electric Company
-1.89%
-$4,611.6 
CSCO Cisco Systems, Inc.
-1.84%
-$3,090 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$148,361.26 
MMM 3M Company
-1.78%
-$2,087.4 
MLM Martin Marietta Materials, Inc.
-1.77%
-$6,328 
TSLA Tesla, Inc.
-1.77%
-$1,222.83 
JPM JPMorgan Chase & Co.
-1.71%
-$43,214.64 
IFRA iShares U.S. Infrastructure
-1.7%
-$342.54 
PHYS Sprott Physical Gold Trust
-1.54%
-$688.82 
APD Air Products and Chemicals, Inc.
-1.5%
-$35,376.17 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$2,698.3 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.34%
-$223.65 
ILCG iShares Morningstar Growth ETF
-1.33%
-$69,289.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$270.63 
LEG Leggett & Platt, Inc.
-1.29%
-$11.64 
CMCSA Comcast Corp
-1.27%
-$324.8 
AMZN Amazon.com Inc
-1.25%
-$23,513.25 
WMB The Williams Companies, Inc.
-1.22%
-$4,031.7 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.18%
-$996.29 
RTX RTX Corporation
-1.17%
-$30,482.35 
FISV Fiserv, Inc.
-1.12%
-$29 
TPL Texas Pacific Land Corporation
-1.1%
-$20,584.2 
QCOM QUALCOMM Incorporated
-1.02%
-$8,864.76 
DVN Devon Energy Corporation
-0.99%
-$107.5 
PSX Phillips 66
-0.94%
-$16,328.48 
AVDV Avantis International Small Cap Value ETF
-0.93%
-$480.48 
XLE Energy Select Sector SPDR Fund
-0.92%
-$210 
SSO ProShares Ultra S&P500
-0.91%
-$579.6 
PSEC Prospect Capital Corporation
-0.9%
-$200 
AEP American Electric Power Company, Inc.
-0.89%
-$610.5 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.89%
-$217.19 
CVX Chevron Corporation
-0.89%
-$17,939.37 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$24,930.84 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$107,657.76 
DX Dynex Capital Inc.
-0.88%
-$55 
F Ford Motor Company
-0.86%
-$208.8 
VONG Vanguard Russell 1000 Growth Fund
-0.86%
-$68.04 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$31,312.87 
IYW iShares U.S. Technology ETF
-0.82%
-$52 
NEE NextEra Energy, Inc.
-0.81%
-$14,141.02 
EFA iShares MSCI EAFE ETF
-0.81%
-$1,830.94 
TTE TotalEnergies SE
-0.81%
-$1,300.18 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$6,840 
AMLP Alerian MLP ETF
-0.79%
-$31.24 
COF Capital One Financial Corporation
-0.76%
-$65.19 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$450 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$736 
VOOG Vanguard S&P 500 Growth ETF
-0.72%
-$107.87 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$158.6 
OGE Oge Energy Corp.
-0.71%
-$50.16 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$30.25 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-0.7%
-$72 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$193.2 
FENI Fidelity Enhanced International ETF
-0.66%
-$1,054.89 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$11,114.34 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$7,119.87 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.65%
-$146.16 
MTD Mettler-Toledo International Inc.
-0.63%
-$24.42 
FITB Fifth Third Bancorp
-0.6%
-$3,738.9 
QDF FlexShares Quality Dividend Index Fund
-0.57%
-$3,828.24 
XOM Exxon Mobil Corporation
-0.55%
-$25,028.87 
EPD Enterprise Products Partners L.P.
-0.54%
-$2,594.55 
FELC Fidelity Enhanced Large Cap Core ETF
-0.53%
-$705.64 
VO Vanguard Mid-Cap ETF
-0.52%
-$257.04 
VNQ Vanguard Real Estate ETF
-0.51%
-$123.36 
COP ConocoPhillips
-0.49%
-$145.52 
VTV Vanguard Value ETF
-0.49%
-$778.8 
DOW Dow Inc.
-0.48%
-$84 
HON Honeywell International Inc.
-0.47%
-$2,880.96 
DFAS Dimensional U.S. Small Cap ETF
-0.47%
-$191.52 
IVV iShares Core S&P 500 ETF
-0.47%
-$23,941.58 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$38,612.59 
DFIV Dimensional International Value ETF
-0.46%
-$1,032.75 
DFLV Dimensional US Large Cap Value ETF
-0.46%
-$13.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$918 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$14,870.8 
DFAU Dimensional US Core Equity Market ETF
-0.45%
-$42.3 
AMT American Tower Corporation
-0.44%
-$14.04 
OEF iShares S&P 100 ETF
-0.43%
-$157.14 
SRE Sempra
-0.42%
-$426.3 
IJS iShares S&P Small-Cap 600 Value ETF
-0.42%
-$120.96 
CRGY Crescent Energy Inc.
-0.41%
-$10.8 
VB Vanguard Small-Cap ETF
-0.4%
-$5,185.48 
LIN Linde plc
-0.39%
-$18.1 
O Realty Income Corporation
-0.39%
-$75.9 
XLF Financial Select Sector SPDR Fund
-0.37%
-$12,824.49 
VUG Vanguard Growth ETF
-0.36%
-$554.87 
BP BP p.l.c. Sponsored ADR
-0.36%
-$1,698.84 
IWM iShares Russell 2000 ETF
-0.35%
-$44,565.45 
SHEL Shell plc
-0.33%
-$40.32 
ET Energy Transfer L.P.
-0.33%
-$3,586.8 
DUK Duke Energy Corporation
-0.32%
-$2,547.14 
ROST Ross Stores, Inc.
-0.3%
-$10.5 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$303.36 
USB U.S. Bancorp
-0.26%
-$47.04 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$321.1 
HESM Hess Midstream LP
-0.2%
-$16 
SO The Southern Company
-0.2%
-$479.4 
MSCI MSCI Inc.
-0.15%
-$3.28 
SU Suncor Energy Inc.
-0.14%
-$95 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.13%
-$58.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$1,498.9 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$171 
MDLZ Mondelez International, Inc.
-0.08%
-$95 
BA Boeing Company
-0.08%
-$282.72 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.07%
-$1.7 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.06%
-$46.47 
CSX CSX Corporation
-0.04%
-$42.96 Events
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Dividends
Dividend Analysis
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| Trades 1124 | Longs Won 683/1124 60% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,936.24 |
| Average Win $138,584.46 | Best Trade (Sep 04) $9.72M | Sharpe Ratio -47.78 |
| Average Loss -$26,434.61 | Worst Trade (Sep 10) -$1.56M | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 2d | Expectancy $73,839.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,175 | $4.58M | $10.72M | - | $6.14M | 134.05% | +0.244% |
| ABBV AbbVie Inc. | 11,827 | $1.41M | $3.1M | - | $1.69M | 119.49% | +1.781% |
| ABT Abbott Laboratories | 1,047 | $122,117.12 | $107,935.23 | - | -$14,181.89 | -11.61% | +1.118% |
| ACN Accenture plc Class A | 20 | $4,932 | $3,900.5 | - | -$1,031.5 | -20.91% | +6.049% |
| ADBE Adobe Inc. | 20 | $8,452.34 | $5,311.7 | - | -$3,140.64 | -37.16% | +5.295% |
| ADP Automatic Data Processing Inc. | 64 | $15,306.5 | $17,705.92 | - | $2,399.42 | 15.68% | +3.129% |
| ADSK Autodesk, Inc. | 10 | $3,176.7 | $2,289.3 | - | -$887.4 | -27.93% | +7.782% |
| AEP American Electric Power Company, Inc. | 555 | $46,947.45 | $67,837.65 | - | $20,890.2 | 44.5% | -0.892% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 5,500 | $139,700 | $141,295 | - | $1,595 | 1.14% | 0.0 |
| ALL Allstate Corporation | 431 | $56,219.64 | $111,396.26 | - | $55,176.62 | 98.14% | +1.872% |
| AMAT Applied Materials, Inc. | 29 | $5,937.46 | $12,302.09 | - | $6,364.63 | 107.19% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 452 | $190,482.67 | $223,021.32 | - | $32,538.65 | 17.08% | -4.402% |
| AMGN Amgen Inc. | 16 | $4,515.2 | $6,105.44 | - | $1,590.24 | 35.22% | +1.124% |
| AMLP Alerian MLP ETF | 71 | $3,332.03 | $3,938.37 | - | $606.34 | 18.2% | -0.787% |
| AMP Ameriprise Financial, Inc. | 12 | $5,895 | $6,704.52 | - | $809.52 | 13.73% | +0.197% |
| AMT American Tower Corporation | 18 | $2,944.26 | $3,187.26 | - | $243 | 8.25% | -0.439% |
| AMZN Amazon.com Inc | 7,325 | $1.32M | $1.86M | - | $534,627.35 | 40.42% | -1.25% |
| AON Aon plc | 8 | $2,852.64 | $2,492.08 | - | -$360.56 | -12.64% | +2.914% |
| APD Air Products and Chemicals, Inc. | 8,086 | $2.32M | $2.32M | - | $704.11 | 0.03% | -1.501% |
| ARR Armour Residential REIT Inc. | 2,600 | $45,370 | $40,300 | - | -$5,070 | -11.17% | -1.899% |
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FAQ
Which stocks have generated the highest profits for Kasey Fegan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.99M, Texas Pacific Land Corporation - $3.83M, State Street Technology Select Sector SPDR ETF - $2.19M, SPDR S&P 500 ETF Trust - $1.66M, and SPDR S&P Dividend ETF - $1.34M. 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: The Walt Disney Company - $628,982.81, Comcast Corp - $586,745.82, United Parcel Service, Inc - $484,166.24, iShares Core Universal USD Bond ETF - $385,123.19, and Nike, Inc. - Class B - $246,281.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kasey Fegan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.7M earned over time. The largest contributors to dividend income include SPDR S&P Dividend ETF - $1.15M, UDR Inc - $839,093.86, iShares Russell 2000 ETF - $666,454.66, SPDR S&P MidCap 400 ETF Trust - $663,649.97, and Exxon Mobil Corporation - $649,760.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kasey Fegan's monthly returns?
Kasey Fegan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kasey Fegan's strategy be considered aggressive or moderate?
Kasey Fegan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kasey Fegan's strategy?
Kasey Fegan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
