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:
64.97%
Gain -1.37%
Monthly
1.49%
Yearly
19.51%
Drawdown
17.29%
$474.21M
Equity
Holdings
$474.21M
Investment
$349.19M
$198.91M
Profit -$5.63M
Realized
$73.89M
Unrealized
$125.02M
Dividends
$21.14M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.37%
Profit
-$5.63M
Win %
78%
This Week
Compared To Last Week
Gain
0.15%
Profit
$698,787.58
Win %
78%
This Month
Compared to last month
Gain
-3.07%
Profit
-$15.03M
Win %
78%
This Year
Compared to last year
Gain
-1.31%
Profit
-$6.94M
Win %
80%
MRVL Marvell Technology, Inc.
+3.47%
+$7,303.25 
AMD Advanced Micro Devices, Inc.
+2.72%
+$16,309.4 
AVGO Broadcom Inc.
+2.33%
+$18,822.4 
MSFT Microsoft Corp.
+1.88%
+$38,572.83 
BITW Bitwise 10 Crypto Index Fund
+1.86%
+$5,768.1 
MU Micron Technology, Inc.
+1.86%
+$8,849.76 
GOOG Alphabet Inc
+1.68%
+$33,483.03 
GOOGL Alphabet Inc
+1.59%
+$40,247.41 
CVX Chevron Corporation
+1.14%
+$4,808.04 
AMZN Amazon.com Inc
+0.94%
+$20,156.83 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.89%
+$12,523.64 
XNTK SPDR NYSE Technology ETF
+0.84%
+$2,756.16 
ABT Abbott Laboratories
+0.8%
+$2,129.22 
SKYY First Trust Cloud Computing ETF
+0.75%
+$3,098.73 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.7%
+$2,631.6 
NLR VanEck Uranium and Nuclear ETF
+0.66%
+$2,617.17 
MLPA Global X MLP ETF
+0.66%
+$2,068.82 
NXPI NXP Semiconductors N.V.
+0.62%
+$1,540.48 
MA Mastercard Incorporated
+0.62%
+$4,897.67 
IYE iShares U.S. Energy ETF
+0.6%
+$1,966.55 
FXL First Trust Technology AlphaDEX Fund
+0.6%
+$2,479.25 
TXN Texas Instruments Inc
+0.56%
+$1,259.27 
FDN First Trust Dow Jones Internet Index Fund
+0.55%
+$13,672.47 
SMH VanEck Semiconductor ETF
+0.54%
+$182,428.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$20,976.57 
VGT Vanguard Information Technology ETF
+0.42%
+$880.31 
META Meta Platforms Inc Class A
+0.41%
+$4,988.46 
FTEC Fidelity MSCI Information Technology Index ETF
+0.37%
+$76,376 
OKE ONEOK, Inc.
+0.35%
+$1,243.77 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$12,435.6 
QQQM Invesco NASDAQ 100 ETF
+0.31%
+$2,021.4 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.29%
+$13,292.96 
VUG Vanguard Growth ETF
+0.28%
+$42,804.78 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.26%
+$605.8 
FPX First Trust US Equity Opportunities ETF
+0.23%
+$1,935.43 
IHI iShares U.S. Medical Devices ETF
+0.22%
+$711.26 
AVEM Avantis Emerging Markets Equity ETF
+0.2%
+$6,967.44 
PSI Invesco Semiconductors ETF
+0.16%
+$414 
LFEQ VanEck Long/Flat Trend ETF
+0.14%
+$729.36 
XAR SPDR S&P Aerospace & Defense ETF
+0.11%
+$1,702.96 
NVDA NVIDIA Corporation
+0.08%
+$5,924.85 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.07%
+$340.24 
VONG Vanguard Russell 1000 Growth Fund
+0.06%
+$250.88 
FLEX Flex Ltd.
+0.03%
+$75.96 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$73.53 
FCTR First Trust Lunt U.S. Factor Rotation ETF
0%
+$3.65 
CLIP Global X 1-3 Month T-Bill ETF
0%
-$14.37 
EVMO
0%
$0 
PIEQ
0%
$0 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.06%
-$287,964.25 
URI United Rentals, Inc.
-2.92%
-$12,958.23 
ALB Albemarle Corporation
-2.89%
-$7,569.81 
TSLA Tesla, Inc.
-2.59%
-$26,466.95 
METC Ramaco Resources, Inc.
-2.4%
-$2,800 
LLY Eli Lilly and Company
-2.28%
-$10,071.82 
BA Boeing Company
-2.05%
-$4,100.26 
LIT GLOBAL X LITHIUM & BATTERY T
-2.04%
-$16,875.89 
NFLX Netflix, Inc.
-2.03%
-$4,753 
CENX Century Aluminum Company
-1.95%
-$4,096.98 
KLAC KLA Corporation
-1.82%
-$17,600.76 
LRCX Lam Research Corporation
-1.77%
-$9,893.45 
WMT Walmart Inc.
-1.47%
-$11,345.04 
AAPL Apple Inc.
-1.42%
-$24,202.39 
CTAS Cintas Corporation
-1.37%
-$9,705.74 
PAVE Global X U.S. Infrastructure Development ETF
-1.28%
-$3,185.28 
PANW Palo Alto Networks, Inc.
-1.27%
-$14,305.2 
KRE SPDR S&P Regional Banking ETF
-1.16%
-$2,450.17 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-1.14%
-$3,476.37 
MP MP Materials Corp.
-1.08%
-$4,215.96 
IQLT iShares MSCI International Quality Factor ETF
-0.8%
-$21,694.58 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.76%
-$5,661.52 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$68,208.23 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$59,930.22 
DFIV Dimensional International Value ETF
-0.72%
-$36,822.4 
VYMI Vanguard International High Dividend Yield Index Fund
-0.67%
-$92,849.62 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.67%
-$3,490.01 
UTES Virtus Reaves Utilities ETF
-0.66%
-$71,935.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$5,116.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.64%
-$1,457.82 
ABBV AbbVie Inc.
-0.63%
-$1,515.12 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$1,877.26 
IJS iShares S&P Small-Cap 600 Value ETF
-0.62%
-$2,242.66 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$2,121 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$105,130.74 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$3,091.41 
IGRO iShares International Dividend Growth ETF
-0.57%
-$12,131.85 
SDY SPDR S&P Dividend ETF
-0.57%
-$1,188.88 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$1,150.62 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$3,094.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$58,790.16 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$21,093.6 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$1,372.64 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,019.38 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.5%
-$1,761.48 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$1,227.98 
VTV Vanguard Value ETF
-0.47%
-$19,482.45 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.46%
-$2,331.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.44%
-$1,205 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$2,448.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.43%
-$43,792.7 
VYM Vanguard High Dividend Yield ETF
-0.42%
-$1,636.14 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.4%
-$2,346.95 
RWL Invesco S&P 500 Revenue ETF
-0.39%
-$45,632.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.39%
-$1,393.45 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
-0.38%
-$817.02 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$59,780.8 
AMAT Applied Materials, Inc.
-0.36%
-$965.76 
VO Vanguard Mid-Cap ETF
-0.36%
-$6,789.77 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.36%
-$19,257.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$1,372.57 
RDVI FT Vest Rising Dividend Achievers Fund
-0.33%
-$688.18 
NXTG First Trust Indxx NextG ETF
-0.32%
-$1,000.04 
JHML John Hancock Multifactor Large Cap ETF
-0.31%
-$1,407.12 
VFQY Vanguard U.S. Quality Factor Fund
-0.3%
-$1,600.56 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$620.4 
XMHQ Invesco S&P MidCap Quality ETF
-0.29%
-$1,231.89 
TBLL Invesco Short Term Treasury ETF
-0.28%
-$18,079.29 
IGEB iShares Investment Grade Corporate Bond ETF
-0.27%
-$716.76 
COWZ Pacer US Cash Cows 100 ETF
-0.26%
-$1,377.17 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.26%
-$13,048.22 
FBND Fidelity Total Bond ETF
-0.24%
-$1,246.3 
VTC Vanguard Total Corporate Bond Fund
-0.24%
-$520.4 
IHF iShares U.S. Healthcare Providers ETF
-0.24%
-$1,226.47 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$607.6 
USMC Principal U.S. Mega-Cap ETF
-0.23%
-$1,570.97 
VT Vanguard Total World Stock ETF
-0.21%
-$519.09 
SUSA iShares MSCI USA ESG Select ETF
-0.21%
-$1,446.16 
QTUM Defiance Quantum ETF
-0.2%
-$30,827.29 
SGOL abrdn Physical Gold Shares ETF
-0.18%
-$923.79 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.13%
-$470.13 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.12%
-$617.92 
XLSR SPDR SSGA US Sector Rotation ETF
-0.12%
-$1,209.22 
BINC iShares Flexible Income Active ETF
-0.12%
-$396.48 
DFUS Dimensional U.S. Equity Market ETF
-0.11%
-$16,614.27 
BAR GraniteShares Gold Trust
-0.1%
-$510.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$26,136.03 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$7,914.56 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$172.89 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$6,090.89 
GLD SPDR Gold Shares
-0.08%
-$1,378.5 
FLDR Fidelity Low Duration Bond ETF
-0.08%
-$4,502.44 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$6,455.08 
GLDM SPDR Gold MiniShares Trust
-0.08%
-$6,878.16 
NBSD Neuberger Berman Short Duration Income ETF
-0.07%
-$398.55 
VOO Vanguard S&P 500 ETF
-0.06%
-$379.31 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$372.18 
UTWO U.S. Treasury 2-Year Note ETF
-0.05%
-$112 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.05%
-$3,429.32 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$6,476.25 
IVV iShares Core S&P 500 ETF
-0.04%
-$9,003.36 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$1,214.44 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.03%
-$1,195.53 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$62.42 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$1,961.01 Events
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Dividends
Dividend Analysis
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| Trades 1541 | Longs Won 1151/1541 74% | Profit Factor 16.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $670,841.16 |
| Average Win $183,709.35 | Best Trade (Jul 19) $10.07M | Sharpe Ratio -9.39 |
| Average Loss -$32,161.86 | Worst Trade (Mar 30) -$2.09M | Z-Score 4.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $129,076.14 |
| 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 |
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Returns
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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 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 - $3.45M. 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 - $1.14M, GLOBAL X LITHIUM & BATTERY T - $1.04M, ProShares S&P MidCap 400 Dividend Aristocrats ETF - $843,180.98, VanEck Uranium and Nuclear ETF - $540,042.08, and SPDR SSGA US Sector Rotation ETF - $308,355.9. 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 $21.14M earned over time. The largest contributors to dividend income include SPDR Portfolio Short Term Corporate Bond ETF - $1.59M, Vanguard International High Dividend Yield Index Fund - $1.13M, VANGUARD TOTAL STOCK MKT ETF - $922,883.03, First Trust Value Line Dividend Index Fund - $859,691.55, and iShares Core S&P 500 ETF - $839,139.19. 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.
