Samuel Miller Portfolio
Invests via Kraft, Davis & Associates LLC | Managed by Cory Christopher Kraft, Daniel Carl Davis
Invests via Kraft, Davis & Associates LLC
Managed by Cory Christopher Kraft, Daniel Carl Davis
Automatically Tracked
Samuel Miller Profile
With a robust career in technology and finance, Samuel Miller has established himself as a prominent entrepreneur. His ventures have primarily focused on integrating advanced analytics into traditional business models, fostering innovation across various sectors. Through strategic partnerships and adept market positioning, he drives significant growth initiatives that capture evolving consumer demands. With expertise in operational leadership, he actively engages with emerging startups, offering not only capital but also crucial guidance to help navigate competitive landscapes. This unique blend of entrepreneurial acumen and industry insight underlines his importance in the investment ecosystem.
With a robust career in technology and finance, Samuel Miller has established himself as a prominent entrepreneur. His ventures have primarily focused on integrating advanced analytics into traditional business models, fostering innovation across various sectors. Through strategic partnerships and adept market positioning, he drives significant growth initiatives that capture evolving consumer demands. With expertise in operational leadership, he actively engages with emerging startups, offering not only capital but also crucial guidance to help navigate competitive landscapes. This unique blend of entrepreneurial acumen and industry insight underlines his importance in the investment ecosystem.
Investment Philosophy & Strategy
Growth in the technology sector hinges on identifying disruptive trends and seizing unique opportunities. Samuel Miller's strategic investments emphasize scalable ventures that leverage advanced analytics to redefine market paradigms. His experience navigating competitive environments allows him to recognize potential at various stages of development, fostering transformative solutions that resonate with consumers. By forging collaborative partnerships, he enhances value creation while minimizing operational friction. This proactive engagement reflects a forward-thinking mindset poised to capitalize on innovation-driven growth within emerging markets.
Growth in the technology sector hinges on identifying disruptive trends and seizing unique opportunities. Samuel Miller's strategic investments emphasize scalable ventures that leverage advanced analytics to redefine market paradigms. His experience navigating competitive environments allows him to recognize potential at various stages of development, fostering transformative solutions that resonate with consumers. By forging collaborative partnerships, he enhances value creation while minimizing operational friction. This proactive engagement reflects a forward-thinking mindset poised to capitalize on innovation-driven growth within emerging markets.
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:
86.61%
Gain +1.11%
Monthly
1.42%
Yearly
18.45%
Drawdown
17.23%
$472.38M
Equity
Holdings
$472.38M
Investment
$345.22M
$203.29M
Profit +$4.23M
Realized
$76.13M
Unrealized
$127.15M
Dividends
$22.74M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$4.23M
Win %
79%
This Week
Compared To Last Week
Gain
0.9%
Profit
$4.23M
Win %
79%
This Month
Compared to last month
Gain
-1.19%
Profit
-$5.68M
Win %
79%
This Year
Compared to last year
Gain
0.09%
Profit
-$67,885.54
Win %
79%
TSLA Tesla, Inc.
+6.6%
+$62,113.66 
NXPI NXP Semiconductors N.V.
+5.73%
+$11,723.66 
MU Micron Technology Inc.
+4.11%
+$22,742.99 
LRCX Lam Research Corp.
+4.09%
+$16,984.24 
AMAT Applied Materials Inc.
+4.01%
+$7,713.76 
PSI Invesco Semiconductors ETF
+3.77%
+$8,055 
TXN Texas Instruments Inc.
+3.58%
+$8,431.26 
KLAC KLA Corporation
+3.53%
+$22,898.7 
SMH VanEck Semiconductor ETF
+3.21%
+$989,066.95 
MRVL Marvell Technology Inc.
+3.1%
+$11,009.42 
AMD Advanced Micro Devices Inc.
+2.95%
+$19,276.03 
AVGO Broadcom Inc.
+2.83%
+$22,110.56 
PANW Palo Alto Networks, Inc.
+2.75%
+$34,181.96 
XAR State Street SPDR S&P Aerospace & Defense ETF
+2.59%
+$166,356.47 
NVDA NVIDIA Corporation
+2.56%
+$188,398.56 
PPA Invesco Aerospace & Defense ETF
+2.51%
+$8,094.42 
ITA iShares U.S. Aerospace & Defense ETF
+2.22%
+$173,533.97 
QTUM Defiance Quantum ETF
+2.17%
+$315,848.13 
ASML ASML Holding N.V. NY Registered Shares
+1.95%
+$11,999.1 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.92%
+$27,587.17 
XNTK SPDR NYSE Technology ETF
+1.91%
+$6,340.12 
URI United Rentals Inc.
+1.83%
+$8,808.18 
VGT Vanguard Information Technology ETF
+1.71%
+$5,146.92 
FCTR First Trust Lunt U.S. Factor Rotation ETF
+1.68%
+$7,019.59 
SKYY First Trust Cloud Computing ETF
+1.67%
+$8,476.02 
FTEC Fidelity MSCI Information Technology Index ETF
+1.66%
+$350,903.77 
FXL First Trust Technology AlphaDEX Fund
+1.51%
+$6,983.89 
FPX First Trust US Equity Opportunities ETF
+1.47%
+$10,587.55 
QQQM Invesco NASDAQ 100 ETF
+1.41%
+$7,466.4 
QQQ Invesco QQQ Trust, Series 1
+1.41%
+$46,916.01 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.35%
+$65,372.26 
VONG Vanguard Russell 1000 Growth ETF
+1.32%
+$5,527.33 
IVW iShares S&P 500 Growth ETF
+1.31%
+$62,895.23 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.25%
+$5,996.73 
MSFT Microsoft Corporation Common Stock
+1.22%
+$36,838.4 
PAVE Global X U.S. Infrastructure Development ETF
+1.17%
+$2,676.52 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.16%
+$4,030.57 
VUG Vanguard Morningstar Growth ETF
+1.15%
+$185,979 
NLR VanEck Uranium and Nuclear ETF
+1.15%
+$2,615.45 
SPCX Space Exploration Technologies Corp. Class A
+1.12%
+$4,398.96 
LIT Global X Lithium & Battery Tech ETF
+1.09%
+$7,725.96 
NXTG First Trust Indxx NextG ETF
+1.06%
+$3,411.22 
USMC Principal U.S. Mega-Cap ETF
+1.05%
+$7,317.02 
LNG Cheniere Energy Inc.
+1.02%
+$2,169.53 
XMHQ Invesco S&P MidCap Quality ETF
+0.97%
+$4,180.96 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.96%
+$3,476.92 
PIEQ Principal International Equity ETF
+0.94%
+$21,739.41 
LFEQ VanEck Long/Flat Trend ETF
+0.94%
+$4,996.01 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.93%
+$9,667.35 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.9%
+$1,915.2 
IJR iShares Core S&P Small-Cap ETF
+0.87%
+$2,132.02 
GTEK Goldman Sachs Future Tech Leaders Equity ETF
+0.87%
+$13,971.76 
SUSA iShares ESG Optimized MSCI USA ETF
+0.85%
+$5,831.32 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.85%
+$2,224.95 
IVV iShares Core S&P 500 ETF
+0.84%
+$200,427.7 
DFUS Dimensional U.S. Equity Market ETF
+0.82%
+$130,026.2 
VOO Vanguard S&P 500 ETF
+0.82%
+$7,290.38 
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$64,783.99 
VTI Vanguard Total Stock Market ETF
+0.81%
+$217,592.18 
UTES Virtus Reaves Utilities ETF
+0.75%
+$77,127.12 
JHML John Hancock Multifactor Large Cap ETF
+0.73%
+$3,432 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.73%
+$3,346.46 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$2,979.42 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.7%
+$5,565.52 
AMZN Amazon.com Inc
+0.7%
+$15,198.9 
VEA Vanguard FTSE Developed Markets ETF
+0.7%
+$78,780.49 
GLD SPDR Gold Shares
+0.66%
+$16,516.78 
GLDM SPDR Gold MiniShares Trust
+0.63%
+$59,462 
VT Vanguard Total World Stock ETF
+0.62%
+$1,476.36 
SGOL abrdn Physical Gold Shares ETF
+0.62%
+$3,101.3 
XLSR SPDR SSGA U.S. Sector Rotation ETF
+0.61%
+$5,607.63 
IJS iShares S&P Small-Cap 600 Value ETF
+0.61%
+$1,640.8 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$2,374.56 
BAR GraniteShares Gold Trust
+0.6%
+$3,000.24 
IEFA iShares Core MSCI EAFE ETF
+0.59%
+$2,036.26 
MLPA Global X MLP ETF
+0.59%
+$1,849.28 
IQLT iShares MSCI Intl Quality Factor ETF
+0.58%
+$15,680.63 
IYE iShares U.S. Energy ETF
+0.58%
+$2,232.3 
RDVY First Trust Rising Dividend Achievers ETF
+0.56%
+$2,000.28 
CTAS Cintas Corporation
+0.54%
+$4,212.63 
JNJ Johnson & Johnson
+0.53%
+$1,167.6 
XOM ExxonMobil Holdings Corporation
+0.53%
+$2,373.57 
DFIV Dimensional International Value ETF
+0.52%
+$28,618.84 
VBR Vanguard Small-Cap Value ETF
+0.52%
+$1,512.8 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.49%
+$2,891.2 
VIGI Vanguard International Dividend Appreciation ETF
+0.48%
+$3,670.23 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.47%
+$1,352.87 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$85,808.94 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.46%
+$47,870.6 
VFMF Vanguard U.S. Multifactor ETF
+0.45%
+$948.6 
IGRO iShares International Dividend Growth ETF
+0.45%
+$9,655.91 
VTV Vanguard Morningstar Value ETF
+0.45%
+$21,967.43 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$72,358.38 
VXUS Vanguard Total International Stock ETF
+0.41%
+$1,474.58 
VFQY Vanguard U.S. Quality Factor ETF
+0.41%
+$2,252.64 
LLY Eli Lilly and Company
+0.39%
+$1,974.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$20,499.48 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$2,259.74 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.38%
+$895.19 
FDN First Trust Dow Jones Internet Index Fund
+0.33%
+$8,654.36 
IVE iShares S&P 500 Value ETF
+0.31%
+$670.44 
ABT Abbott Laboratories
+0.29%
+$785.1 
WMT Walmart Inc.
+0.24%
+$1,413.75 
BALT Innovator Defined Wealth Shield ETF
+0.21%
+$11,042.1 
RWL Invesco S&P 500 Revenue ETF
+0.21%
+$26,426.91 
QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund
+0.2%
+$438.62 
FVD First Trust Value Line Dividend Index Fund
+0.2%
+$8,254.9 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
+0.16%
+$835.27 
ABBV AbbVie Inc.
+0.16%
+$429.19 
FTCS First Trust Capital Strength ETF
+0.13%
+$801.19 
BND Vanguard Total Bond Market ETF
+0.12%
+$291.72 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.11%
+$1,197.52 
XLU State Street Utilities Select Sector SPDR ETF
+0.09%
+$238.72 
BINC iShares Flexible Income Active ETF
+0.08%
+$1,444.4 
VYMI Vanguard International High Dividend Yield ETF
+0.06%
+$8,495.04 
FLDR Fidelity Low Duration Bond Factor ETF
+0.02%
+$1,168.95 
FISR State Street Fixed Income Sector Rotation ETF
+0.02%
+$44.3 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$486.39 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$40.55 
SDY State Street SPDR S&P Dividend ETF
+0.01%
+$13.51 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$495.2 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$137.85 
NEAR iShares Short Duration Bond Active ETF
0%
$0 EVMO
EVMO
0%
$0 OKE
OKE
0%
$0 
METC Ramaco Resources Inc. Class A Common Stock
-4.71%
-$3,450 
NFLX Netflix Inc.
-4.19%
-$8,774.04 
DG Dollar General Corp.
-3.04%
-$6,492.33 
MA Mastercard Inc. Class A Common Stock
-1.6%
-$14,580.78 
BITW Bitwise 10 Crypto Index Fund
-1.32%
-$5,194.31 
AAPL Apple Inc.
-1.01%
-$17,907.04 
IHF iShares U.S. Healthcare Providers ETF
-0.84%
-$4,004.01 
GOOG Alphabet Inc
-0.53%
-$9,989.59 
SPEM SPDR Portfolio Emerging Markets ETF
-0.4%
-$2,348.4 
IHI iShares U.S. Medical Devices ETF
-0.4%
-$1,223.64 
GOOGL Alphabet Inc
-0.35%
-$8,775.2 
CVX Chevron Corporation
-0.31%
-$1,621.44 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$1,423.26 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.24%
-$15,969.36 
META Meta Platforms Inc Class A
-0.18%
-$2,047.5 
AVEM Avantis Emerging Markets Equity ETF
-0.15%
-$5,106.37 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.08%
-$6,357.56 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.08%
-$399.46 
JPLD JPMorgan Limited Duration Bond ETF
-0.07%
-$8,353.49 
UTWO F/m US Treasury 2 Year Note ETF
-0.03%
-$67.2 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$1,947.32 
NBSD Neuberger Berman Short Duration Income ETF
-0.01%
-$45.6 
ULST State Street Ultra Short Term Bond ETF
-0.01%
-$24.12 Events
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Dividends
Dividend Analysis
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| Trades 1659 | Longs Won 1262/1659 76% | Profit Factor 15.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $645,831.97 |
| Average Win $172,096.79 | Best Trade (Oct 23) $10.77M | Sharpe Ratio -9.33 |
| Average Loss -$35,009.7 | Worst Trade (Mar 30) -$2.09M | Z-Score 8.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $122,536.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,109 | $703,673.29 | $1.76M | - | $1.05M | 149.92% | -1.008% |
| ABBV AbbVie Inc. | 933 | $205,660.3 | $266,931.31 | - | $61,271.01 | 29.79% | +0.161% |
| ABT Abbott Laboratories | 2,617 | $278,468.61 | $272,168 | - | -$6,300.61 | -2.26% | +0.289% |
| AMAT Applied Materials Inc. | 510 | $367,248.66 | $200,106.15 | - | -$167,142.51 | -45.51% | +4.009% |
| AMD Advanced Micro Devices Inc. | 1,264 | $211,327.54 | $672,498.56 | - | $461,171.02 | 218.23% | +2.951% |
| AMZN Amazon.com Inc | 8,735 | $902,811.83 | $2.18M | - | $1.28M | 141.63% | +0.702% |
| ASML ASML Holding N.V. NY Registered Shares | 392 | $400,476.28 | $628,144.72 | - | $227,668.44 | 56.85% | +1.947% |
| AVEM Avantis Emerging Markets Equity ETF | 37,825 | $3.1M | $3.3M | - | $205,605.7 | 6.63% | -0.154% |
| AVGO Broadcom Inc. | 2,426 | $604,994.18 | $802,506.24 | - | $197,512.06 | 32.65% | +2.833% |
| BALT Innovator Defined Wealth Shield ETF | 147,228 | $5.03M | $5.16M | - | $130,465.44 | 2.59% | +0.215% |
| BAR GraniteShares Gold Trust | 12,767 | $232,104 | $505,764.7 | - | $273,660.7 | 117.9% | +0.597% |
| BINC iShares Flexible Income Active ETF | 36,110 | $1.84M | $1.83M | - | -$7,420.64 | -0.4% | +0.079% |
| BITW Bitwise 10 Crypto Index Fund | 7,540 | $442,413.52 | $389,101.7 | - | -$53,311.82 | -12.05% | -1.317% |
| BND Vanguard Total Bond Market ETF | 3,432 | $248,090.27 | $244,650.12 | - | -$3,440.15 | -1.39% | +0.119% |
| BRK-B Berkshire Hathaway Inc. | 762 | $248,871.94 | $416,128.2 | - | $167,256.26 | 67.21% | +0.721% |
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 23,865 | $516,126 | $512,858.85 | - | -$3,267.15 | -0.63% | +0.163% |
| CLIP Global X 1-3 Month T-Bill ETF | 27,571 | $2.77M | $2.77M | - | -$1,146.01 | -0.04% | +0.005% |
| COWZ Pacer US Cash Cows 100 ETF | 8,110 | $474,501.8 | $576,499.35 | - | $101,997.55 | 21.5% | +0.007% |
| CRBN iShares MSCI ACWI Low Carbon Target ETF | 932 | $201,375.02 | $235,740.55 | - | $34,365.53 | 17.07% | +0.381% |
| CTAS Cintas Corporation | 3,453 | $386,229.68 | $778,029.96 | - | $391,800.28 | 101.44% | +0.544% |
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FAQ
Which stocks have generated the highest profits for Samuel Miller?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Morningstar Growth ETF - $18.27M, VanEck Semiconductor ETF - $17.51M, iShares Russell 1000 Growth ETF - $4.12M, First Trust Dow Jones Internet Index Fund - $3.93M, and Fidelity MSCI Information Technology Index ETF - $3.7M. 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: Global X Hydrogen ETF - $1.13M, Global X Lithium & Battery Tech ETF - $1.11M, ProShares S&P MidCap 400 Dividend Aristocrats ETF - $832,183.75, VanEck Uranium and Nuclear ETF - $577,680.26, and State Street Energy Select Sector SPDR ETF - $388,930.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samuel Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.74M earned over time. The largest contributors to dividend income include State Street SPDR Portfolio Short Term Corporate Bond ETF - $1.72M, Vanguard International High Dividend Yield ETF - $1.24M, Vanguard Total Stock Market ETF - $989,424.92, iShares Core S&P 500 ETF - $906,819.81, and Vanguard Dividend Appreciation ETF - $883,739.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samuel Miller's monthly returns?
Samuel Miller'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 Samuel Miller's strategy be considered aggressive or moderate?
Samuel Miller'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 Samuel Miller's strategy?
Samuel Miller'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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