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:
74.82%
Gain -0.51%
Monthly
1.5%
Yearly
19.62%
Drawdown
17.33%
$485.02M
Equity
Holdings
$485.02M
Investment
$349.19M
$209M
Profit -$1.99M
Realized
$73.16M
Unrealized
$135.83M
Dividends
$21.69M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$1.99M
Win %
82%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$3.19M
Win %
82%
This Month
Compared to last month
Gain
-0.19%
Profit
-$934,884.93
Win %
82%
This Year
Compared to last year
Gain
0.91%
Profit
$3.76M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$312,127.99 
GOOG Alphabet Inc
+6.88%
+$132,376.11 
GOOGL Alphabet Inc
+6.73%
+$163,536.66 
META Meta Platforms Inc Class A
+3.28%
+$33,662.7 
MSFT Microsoft Corp.
+3.02%
+$70,851.19 
NVDA NVIDIA Corporation
+2.93%
+$198,993.74 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$64,548.94 
CVX Chevron Corporation
+2.35%
+$10,179.04 
MRVL Marvell Technology, Inc.
+2.32%
+$4,749.9 
SKYY First Trust Cloud Computing ETF
+2.12%
+$9,022.86 
OKE ONEOK, Inc.
+1.95%
+$6,558.06 
PANW Palo Alto Networks, Inc.
+1.89%
+$19,335.6 
FLEX Flex Ltd.
+1.64%
+$3,494.16 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$9,021.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$70,657.92 
KLAC KLA Corporation
+1.38%
+$11,324.57 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$5,654.78 
AMAT Applied Materials, Inc.
+1.18%
+$2,967.71 
PSI Invesco Semiconductors ETF
+1.16%
+$2,826 
VUG Vanguard Growth ETF
+1.1%
+$169,397.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,795.57 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$71,634.58 
URI United Rentals, Inc.
+0.99%
+$4,517.75 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$3,163.84 
IYE iShares U.S. Energy ETF
+0.93%
+$3,082.7 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$3,476.21 
MLPA Global X MLP ETF
+0.87%
+$2,777.32 
LFEQ VanEck Long/Flat Trend ETF
+0.87%
+$4,520.96 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,619.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$2,931.43 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,838.34 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$12,346.46 
TSLA Tesla, Inc.
+0.76%
+$6,341.27 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$58,425.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,208.79 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$103,377.86 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,357.24 
IVV iShares Core S&P 500 ETF
+0.69%
+$158,950.4 
QTUM Defiance Quantum ETF
+0.67%
+$99,922.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,910.4 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$60,497.73 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$6,126.74 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$26,585.92 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$2,895.42 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$2,594.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$137,033.84 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$26,234.93 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$54,580.36 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,150.25 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$2,080 
USMC Principal U.S. Mega-Cap ETF
+0.44%
+$2,994.08 
AVGO Broadcom Inc.
+0.37%
+$3,133.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,439.64 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,303.53 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.34%
+$736.44 
XNTK SPDR NYSE Technology ETF
+0.33%
+$1,043.13 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$708.31 
SMH VanEck Semiconductor ETF
+0.3%
+$98,139.64 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$3,738.35 
VT Vanguard Total World Stock ETF
+0.26%
+$644.93 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,119.9 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$461.04 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$440.47 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,377.3 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,053.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$29,891.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,031.58 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$7,286.64 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$362.2 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,483.72 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$481.38 
WMT Walmart Inc.
+0.09%
+$675.31 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$314.79 
ABT Abbott Laboratories
+0.09%
+$238.05 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$3,517.76 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$862.29 
NBSD Neuberger Berman Short Duration Income ETF
+0.03%
+$170.81 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$49.94 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$2,590.5 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$1,202.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 EVMO
EVMO
0%
$0 PIEQ
PIEQ
0%
$0 
AAPL Apple Inc.
-7.35%
-$125,199.12 
NXPI NXP Semiconductors N.V.
-6.53%
-$14,848 
METC Ramaco Resources, Inc.
-6.24%
-$6,100 
MU Micron Technology, Inc.
-5.9%
-$28,964.4 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$8,746.4 
ABBV AbbVie Inc.
-2.51%
-$6,107.68 
BA Boeing Company
-2.15%
-$4,445.83 
NFLX Netflix, Inc.
-2%
-$4,956.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,171.18 
LRCX Lam Research Corporation
-1.58%
-$8,370.72 
BAR GraniteShares Gold Trust
-1.51%
-$7,787.87 
GLD SPDR Gold Shares
-1.49%
-$25,823.85 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$136,416.84 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$7,522.29 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$5,803.29 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$11,207.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,248.1 
TXN Texas Instruments Inc
-1.08%
-$2,391.86 
CTAS Cintas Corporation
-1.04%
-$7,460.61 
IGRO iShares International Dividend Growth ETF
-0.91%
-$19,787.88 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$7,120.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$6,325.31 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$22,518.43 
MA Mastercard Incorporated
-0.74%
-$6,213.51 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$46,855.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,667.1 
MP MP Materials Corp.
-0.7%
-$2,495.16 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,850.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$76,753.17 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$3,361.45 
NXTG First Trust Indxx NextG ETF
-0.64%
-$2,043.58 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,227.05 
LLY Eli Lilly and Company
-0.53%
-$2,292.62 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,142.62 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$72,903.6 
DFIV Dimensional International Value ETF
-0.47%
-$24,855.12 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,487.18 
VGT Vanguard Information Technology ETF
-0.38%
-$805.39 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$65,430.87 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$73,320.04 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$1,489.74 
SDY SPDR S&P Dividend ETF
-0.28%
-$594.44 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,528.33 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$586.56 
FBND Fidelity Total Bond ETF
-0.27%
-$1,359.6 
VTV Vanguard Value ETF
-0.27%
-$11,159.66 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$678.68 
CENX Century Aluminum Company
-0.24%
-$556.38 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-0.23%
-$1,095.48 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$22,521.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$851.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$585.12 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$413.51 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$407.69 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$15,695.72 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$7,444.8 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$358.38 
ALB Albemarle Corporation
-0.1%
-$260.28 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$4,987.85 
BINC iShares Flexible Income Active ETF
-0.08%
-$264.31 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$173.55 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$7,844.04 
UTWO U.S. Treasury 2-Year Note ETF
-0.07%
-$138.88 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,685.3 
VO Vanguard Mid-Cap ETF
-0.05%
-$936.52 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$209.04 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$70.1 
UTES Virtus Reaves Utilities ETF
-0.03%
-$2,714.56 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$68.5 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$1,125.8 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1541 | Longs Won 1197/1541 77% | Profit Factor 17.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $689,310.45 |
| Average Win $185,507.63 | Best Trade (Aug 14) $11.06M | Sharpe Ratio -9.27 |
| Average Loss -$37,632.67 | Worst Trade (Aug 02) -$2.09M | Z-Score 12.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $135,624.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,106 | $702,645.27 | $1.58M | - | $874,649.19 | 124.48% | -7.354% |
| ABBV AbbVie Inc. | 944 | $208,085.02 | $236,887.36 | - | $28,802.34 | 13.84% | -2.513% |
| ABT Abbott Laboratories | 2,645 | $281,450.05 | $279,576.5 | - | -$1,873.55 | -0.67% | +0.085% |
| ALB Albemarle Corporation | 2,169 | $175,862.52 | $255,161.16 | - | $79,298.64 | 45.09% | -0.102% |
| AMAT Applied Materials, Inc. | 503 | $363,669 | $255,358.02 | - | -$108,310.98 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,209 | $177,680.74 | $575,665.34 | - | $397,984.6 | 223.99% | -1.904% |
| AMZN Amazon.com Inc | 8,651 | $881,883.23 | $2.35M | - | $1.47M | 166.41% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 323 | $275,471.05 | $526,167 | - | $250,695.95 | 91.01% | -1.359% |
| AVEM Avantis Emerging Markets Equity ETF | 38,708 | $3.17M | $3.46M | - | $294,625.52 | 9.29% | +0.101% |
| AVGO Broadcom Inc. | 2,176 | $521,027.47 | $847,073.28 | - | $326,045.81 | 62.58% | +0.371% |
| BA Boeing Company | 934 | $195,701.02 | $201,874.76 | - | $6,173.74 | 3.15% | -2.155% |
| BALT Inn Defined Wealth Shield Mutual Fund | 121,444 | $4.13M | $4.18M | - | $57,079.24 | 1.38% | +0.175% |
| BAR GraniteShares Gold Trust | 12,767 | $232,104 | $508,764.95 | - | $276,660.95 | 119.2% | -1.508% |
| BINC iShares Flexible Income Active ETF | 6,608 | $344,193 | $343,549.92 | - | -$643.08 | -0.19% | -0.077% |
| BITW Bitwise 10 Crypto Index Fund | 7,540 | $442,413.52 | $305,445.4 | - | -$136,968.12 | -30.96% | -2.784% |
| BND Vanguard Total Bond Market Index Fund | 3,572 | $258,266.16 | $258,005.56 | - | -$260.6 | -0.1% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 774 | $252,588.34 | $395,931.96 | - | $143,343.62 | 56.75% | +0.365% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 24,069 | $520,534.39 | $523,019.37 | - | $2,484.98 | 0.48% | +0.092% |
| CENX Century Aluminum Company | 5,058 | $199,366.08 | $226,446.66 | - | $27,080.58 | 13.58% | -0.245% |
| CLIP Global X 1-3 Month T-Bill ETF | 28,743 | $2.88M | $2.89M | - | $961 | 0.03% | +0.03% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 Growth ETF - $18.26M, VanEck Semiconductor ETF - $16.61M, iShares Russell 1000 Growth ETF - $4.12M, First Trust Dow Jones Internet Index Fund - $3.92M, and Invesco QQQ Trust, Series 1 - $3.47M. 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 T - $1.12M, ProShares S&P MidCap 400 Dividend Aristocrats ETF - $832,183.75, VanEck Uranium and Nuclear ETF - $540,042.08, and Energy Select Sector SPDR Fund - $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 $21.69M earned over time. The largest contributors to dividend income include SPDR Portfolio Short Term Corporate Bond ETF - $1.67M, Vanguard International High Dividend Yield Index Fund - $1.13M, VANGUARD TOTAL STOCK MKT ETF - $921,932.22, First Trust Value Line Dividend Index Fund - $859,691.55, and iShares Core S&P 500 ETF - $838,439.78. 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.
