MKP
M. Katherine Pieper Portfolio
Invests via Unionview LLC | Managed by Composition Wealth LLC
Invests via Unionview LLC
Managed by Composition Wealth LLC
Automatically Tracked
M. Katherine Pieper Profile
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
Investment Philosophy & Strategy
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
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:
44.76%
Gain +0.43%
Monthly
0.52%
Yearly
6.48%
Drawdown
17.41%
$167.11M
Equity
Holdings
$167.11M
Investment
$117.6M
$46.56M
Profit +$794,170.2
Realized
-$2.94M
Unrealized
$49.5M
Dividends
$7.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$794,170.2
Win %
94%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$929,056.17
Win %
94%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.42M
Win %
94%
This Year
Compared to last year
Gain
8.91%
Profit
$13.67M
Win %
94%
INTC Intel Corporation
+6.48%
+$102,292.1 
JPM JPMorgan Chase & Co.
+2.3%
+$23,277.31 
CMCSA Comcast Corp
+2.23%
+$3,292.06 
TSLA Tesla, Inc.
+1.88%
+$6,807.04 
IYM iShares U.S. Basic Materials ETF
+1.76%
+$13,770.28 
BAC Bank of America Corporation
+1.52%
+$20,569.08 
RSPT Invesco S&P 500 Equal Weight ETF
+1.47%
+$6,581.12 
PAYX Paychex Inc.
+1.37%
+$2,340.56 
DVY iShares Select Dividend ETF
+1.2%
+$21,119.92 
JNJ Johnson & Johnson
+1.07%
+$7,764.75 
V Visa Inc. Class A
+1.03%
+$7,427.39 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$20,454.11 
IWD iShares Russell 1000 Value ETF
+1.02%
+$39,569.88 
IJR iShares Core S&P Small-Cap ETF
+1%
+$56,178.44 
VO Vanguard Mid-Cap ETF
+0.97%
+$5,818.1 
EZM WisdomTree U.S. MidCap Fund
+0.96%
+$4,492.35 
VNQ Vanguard Real Estate ETF
+0.95%
+$3,712.03 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$3,951.48 
VTV Vanguard Value ETF
+0.94%
+$3,318.97 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$2,450.55 
IYR iShares U.S. Real Estate ETF
+0.91%
+$11,455.78 
IWM iShares Russell 2000 ETF
+0.9%
+$58,522.94 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,551.44 
JAVA JPMorgan Active Value ETF
+0.9%
+$94,110.37 
FV First Trust Dorsey Wright Focus 5 ETF
+0.89%
+$60,916.05 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$4,078.08 
PG Procter & Gamble Co
+0.85%
+$9,409.99 
SDY SPDR S&P Dividend ETF
+0.82%
+$4,386.72 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$2,363.23 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,096.1 
SO The Southern Company
+0.8%
+$1,869.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$9,662.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,560.61 
SBUX Starbucks Corporation
+0.74%
+$9,811.6 
KMB Kimberly-Clark Corporation
+0.74%
+$1,575 
CVX Chevron Corporation
+0.74%
+$2,944.13 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$90,656.48 
VB Vanguard Small-Cap ETF
+0.73%
+$3,912.98 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$67,805.61 
HD The Home Depot, Inc.
+0.72%
+$4,546.62 
COST Costco Wholesale Corporation
+0.72%
+$14,203.68 
UNH UnitedHealth Group Incorporated
+0.71%
+$3,005.02 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,755.64 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,788.82 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$59,278.56 
FBIN Fortune Brands Innovations Inc.
+0.68%
+$959.32 
EMLP First Trust North American Energy Infrastructure Fund
+0.67%
+$2,110.91 
EMR Emerson Electric Co.
+0.64%
+$1,857.31 
IYW iShares U.S. Technology ETF
+0.62%
+$2,772.46 
FTEC Fidelity MSCI Information Technology Index ETF
+0.62%
+$2,492.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$7,407.95 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$12,103.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,493.44 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,497.34 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$39,728.07 
GOOGL Alphabet Inc
+0.56%
+$10,768.05 
IWB iShares Russell 1000 ETF
+0.55%
+$1,591.74 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$5,588.3 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$3,433.65 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,638.56 
MSI Motorola Solutions, Inc.
+0.47%
+$849.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$5,483.6 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.46%
+$1,993.14 
GOOG Alphabet Inc
+0.46%
+$8,956.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,475.1 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,151.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$2,068 
AMGN Amgen Inc.
+0.32%
+$996.36 
SAP SAP SE Sponsored ADR
+0.31%
+$471.24 
EFA iShares MSCI EAFE ETF
+0.31%
+$10,117.76 
XOM Exxon Mobil Corporation
+0.28%
+$2,612.93 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$1,108.9 
VUG Vanguard Growth ETF
+0.22%
+$775.2 
VGK Vanguard FTSE Europe ETF
+0.17%
+$936.2 
NVDA NVIDIA Corporation
+0.14%
+$1,953.8 
MSFT Microsoft Corp.
+0.1%
+$10,544.8 
KO The Coca-Cola Company
+0.1%
+$392.64 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$6,873.6 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$2,334.15 
ORCL Oracle Corporation
+0.05%
+$263.31 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$147.35 
LLY Eli Lilly and Company
-2.41%
-$58,286.07 
AAPL Apple Inc.
-1.52%
-$136,039.5 
MRK Merck & Co., Inc.
-1.41%
-$7,783.32 
AMZN Amazon.com Inc
-1.23%
-$40,759.2 
NFLX Netflix, Inc.
-1.14%
-$3,227.1 
BA Boeing Company
-1.13%
-$6,167.07 
AVGO Broadcom Inc.
-0.91%
-$5,803 
CSCO Cisco Systems, Inc.
-0.6%
-$4,038.36 
META Meta Platforms Inc Class A
-0.23%
-$1,415.69 
AWF AllianceBernstein Global High Income Fund Inc.
-0.15%
-$218.26 Events
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Dividends
Dividend Analysis
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| Trades 967 | Longs Won 675/967 69% | Profit Factor 9.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,561.58 |
| Average Win $76,698.3 | Best Trade (Jun 12) $3.32M | Sharpe Ratio -16.63 |
| Average Loss -$17,830.25 | Worst Trade (Dec 30) -$337,727.61 | Z-Score 20.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 3d | Expectancy $48,154 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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