CM
Crystal McKeon Portfolio
Invests via TSA Wealth Managment LLC | Managed by Jonathan Swanburg, Austin Marrs
Invests via TSA Wealth Managment LLC
Managed by Jonathan Swanburg, Austin Marrs
Automatically Tracked
Crystal McKeon Profile
With a distinguished background in corporate strategy and entrepreneurship, Crystal McKeon plays a pivotal role as a driving force behind innovative business transformations. Known for her strategic acumen, she has successfully navigated complex operational challenges while championing growth initiatives across various sectors. Her expertise encompasses leadership roles where she has influenced significant revenue enhancements and market expansions. Armed with advanced degrees in business administration, she blends analytical rigor with creative problem-solving to identify emerging opportunities. Beyond traditional corporate pathways, McKeon's commitment to fostering sustainable practices reflects her broader vision for responsible entrepreneurship.
With a distinguished background in corporate strategy and entrepreneurship, Crystal McKeon plays a pivotal role as a driving force behind innovative business transformations. Known for her strategic acumen, she has successfully navigated complex operational challenges while championing growth initiatives across various sectors. Her expertise encompasses leadership roles where she has influenced significant revenue enhancements and market expansions. Armed with advanced degrees in business administration, she blends analytical rigor with creative problem-solving to identify emerging opportunities. Beyond traditional corporate pathways, McKeon's commitment to fostering sustainable practices reflects her broader vision for responsible entrepreneurship.
Investment Philosophy & Strategy
A keen insight into market dynamics fuels Crystal McKeon's investment approach. Leveraging her experience in corporate strategy and entrepreneurship, she emphasizes identifying transformative opportunities that often go unnoticed by conventional investors. Her analytical prowess allows for a discerning evaluation of potential ventures while maintaining an eye on sustainable growth pathways. Recognizing the importance of innovative business models, she strategically aligns capital with high-impact projects that promise to disrupt markets positively. Through this lens, investments are not merely financial transactions; they represent partnerships aimed at long-term value creation.
A keen insight into market dynamics fuels Crystal McKeon's investment approach. Leveraging her experience in corporate strategy and entrepreneurship, she emphasizes identifying transformative opportunities that often go unnoticed by conventional investors. Her analytical prowess allows for a discerning evaluation of potential ventures while maintaining an eye on sustainable growth pathways. Recognizing the importance of innovative business models, she strategically aligns capital with high-impact projects that promise to disrupt markets positively. Through this lens, investments are not merely financial transactions; they represent partnerships aimed at long-term value creation.
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:
32.15%
Gain -0.01%
Monthly
0.95%
Yearly
12.04%
Drawdown
12.01%
$341.42M
Equity
Holdings
$341.42M
Investment
$285.03M
$88.34M
Profit -$15,771.15
Realized
$25.04M
Unrealized
$63.3M
Dividends
$13.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$15,771.15
Win %
72%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$15,771.15
Win %
72%
This Month
Compared to last month
Gain
-1.08%
Profit
-$3.74M
Win %
72%
This Year
Compared to last year
Gain
5.28%
Profit
$18.16M
Win %
73%
STX Seagate Technology Holdings plc
+7.25%
+$39,847.32 
KGS Kodiak Gas Services Inc.
+2.92%
+$18,378.94 
AMAT Applied Materials, Inc.
+2.64%
+$9,964.01 
JPM JPMorgan Chase & Co.
+2.31%
+$5,899.69 
CLSK CleanSpark, Inc.
+1.92%
+$5,217.3 
TSLA Tesla, Inc.
+1.82%
+$19,677.84 
CSV Carriage Services Inc.
+1.74%
+$5,248.83 
LIN Linde plc
+1.58%
+$6,276.37 
BAC Bank of America Corporation
+1.56%
+$3,571.58 
FVR FrontView REIT Inc.
+1.53%
+$3,606 
FCVT First Trust SSI Strategic Convertible Securities ETF
+1.44%
+$5,324.15 
CAT Caterpillar Inc.
+1.44%
+$7,725.19 
ICVT iShares Convertible Bond ETF
+1.35%
+$25,150.4 
IFRA iShares U.S. Infrastructure
+1.29%
+$5,207.67 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$94,599.1 
LRCX Lam Research Corporation
+1.18%
+$6,203.35 
JNJ Johnson & Johnson
+1.07%
+$3,020.06 
V Visa Inc. Class A
+1.05%
+$3,009.36 
ARCC Ares Capital Corporation
+1%
+$3,006.37 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.93%
+$12,481.92 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$4,341.6 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,534.39 
CVX Chevron Corporation
+0.75%
+$2,193.78 
MA Mastercard Incorporated
+0.71%
+$1,655.19 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,626.08 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$90,318.11 
JKF iShares Morningstar Large-Cap Value ETF
+0.69%
+$1,757.7 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$6,155.23 
COST Costco Wholesale Corporation
+0.68%
+$1,931.39 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$1,788.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$63,094.5 
IYW iShares U.S. Technology ETF
+0.61%
+$26,851.46 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,057.55 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$110,567.84 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$4,714.66 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.56%
+$7,722.76 
IVLU iShares MSCI International Value Factor ETF
+0.56%
+$18,210.24 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$1,365 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$10,436.25 
IVV iShares Core S&P 500 ETF
+0.55%
+$87,207.45 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$40,657.1 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,288.77 
GOOGL Alphabet Inc
+0.53%
+$5,838.87 
IWB iShares Russell 1000 ETF
+0.52%
+$13,744.57 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$47,079.34 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$5,500.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,716.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$55,285.93 
GOOG Alphabet Inc
+0.45%
+$2,060.8 
WMT Walmart Inc.
+0.45%
+$1,916.46 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,687.16 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$20,235.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$46,347.5 
IWL iShares Russell Top 200 ETF
+0.36%
+$1,427.56 
XOM Exxon Mobil Corporation
+0.28%
+$1,509.15 
MMM 3M Company
+0.26%
+$822.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$86,359.99 
IEV iShares Europe ETF
+0.24%
+$2,920.32 
OEF iShares S&P 100 ETF
+0.24%
+$35,756.25 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$17,647.3 
BNDX Vanguard Total International Bond ETF
+0.17%
+$8,461.76 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$828.96 
NVDA NVIDIA Corporation
+0.16%
+$3,400.32 
BINC iShares Flexible Income Active ETF
+0.13%
+$8,162.14 
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$220.1 
KO The Coca-Cola Company
+0.11%
+$6,277.68 
MSFT Microsoft Corp.
+0.1%
+$1,048.37 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$491.13 
IAU iShares Gold Trust
+0.08%
+$2,274.78 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$507.18 
GLD SPDR Gold Shares
+0.06%
+$146.52 
TJX The TJX Companies, Inc.
+0.04%
+$136.57 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$1,132.1 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$4,649.65 
HEZU iShares Currency Hedged MSCI Eurozone ETF
+0.02%
+$56.98 
SCMB Schwab Municipal Bond ETF
0%
$0 
USAC Usa Compression Partners L.P.
-5.51%
-$13,554.84 
LLY Eli Lilly and Company
-2.41%
-$13,052.63 
PLTR Palantir Technologies Inc.
-2.36%
-$5,691.78 
SHLD Global X Defense Tech ETF
-2.04%
-$101,701.11 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$6,979.2 
AAPL Apple Inc.
-1.52%
-$40,810.5 
MRK Merck & Co., Inc.
-1.42%
-$3,284.9 
AMZN Amazon.com Inc
-1.23%
-$12,378.68 
NFLX Netflix, Inc.
-1.14%
-$2,058.09 
AVGO Broadcom Inc.
-0.91%
-$4,718 
GNMA iShares GNMA Bond ETF
-0.36%
-$6,330.4 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$2,907.15 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$1,883.96 
META Meta Platforms Inc Class A
-0.26%
-$2,167.76 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$566.37 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$11,760.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$782.88 
MBB iShares MBS ETF
-0.15%
-$14,453.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$3,402.8 
FMHI First Trust Municipal High Income Fund
-0.13%
-$777.48 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$28,739.52 
SYSB iShares Systematic Bond ETF
-0.12%
-$2,655.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$551.28 
GBF iShares Government/Credit Bond ETF
-0.12%
-$421.92 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$9,886.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,298.2 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$7,497.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$205.52 
MUB iShares National Muni Bond ETF
-0.01%
-$181.66 Events
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Dividends
Dividend Analysis
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| Trades 686 | Longs Won 485/686 70% | Profit Factor 32.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $533,474 |
| Average Win $188,000.06 | Best Trade (Jun 14) $8.57M | Sharpe Ratio -8.51 |
| Average Loss -$14,137.29 | Worst Trade (Mar 31) -$296,166.31 | Z-Score 7.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 2d | Expectancy $128,773.23 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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Returns
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