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:
44.54%
Gain -0.61%
Monthly
1.11%
Yearly
14.22%
Drawdown
13.16%
$352.96M
Equity
Holdings
$352.96M
Investment
$295.72M
$90.46M
Profit -$1.73M
Realized
$33.21M
Unrealized
$57.24M
Dividends
$15.69M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.73M
Win %
61%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.95M
Win %
61%
This Month
Compared to last month
Gain
-0.48%
Profit
-$1.7M
Win %
61%
This Year
Compared to last year
Gain
-0.19%
Profit
-$670,226.3
Win %
64%
BFAM Bright Horizons Family Solutions Inc.
+3.64%
+$7,290 
CVX Chevron Corporation
+3.1%
+$9,905.35 
XOM Exxon Mobil Corporation
+2.75%
+$21,682.44 
KO The Coca-Cola Company
+2.35%
+$142,205.98 
WMT Walmart Inc.
+2.29%
+$8,957.76 
V Visa Inc. Class A
+2.07%
+$9,413.91 
MA Mastercard Incorporated
+1.96%
+$5,438.76 
BRBR BellRing Brands Inc.
+1.87%
+$2,641.61 
PG Procter & Gamble Co
+1.61%
+$3,848.44 
ARCC Ares Capital Corporation
+1.41%
+$4,113.98 
BRK-B Berkshire Hathaway Inc.
+1.25%
+$7,969.52 
VRRM Verra Mobility Corporation
+0.86%
+$808.7 
AAPL Apple Inc.
+0.83%
+$30,099.35 
MMM 3M Company
+0.77%
+$2,497.47 
VGLT Vanguard Long-Term Treasury Fund
+0.72%
+$2,370.6 
IAU iShares Gold Trust
+0.66%
+$18,048.19 
CSV Carriage Services Inc.
+0.65%
+$1,673.54 
TLH iShares 10-20 Year Treasury Bond ETF
+0.62%
+$1,167.36 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.58%
+$35,453.46 
SHLD Global X Defense Tech ETF
+0.51%
+$22,365 
USMV iShares MSCI USA Min Vol Factor ETF
+0.5%
+$1,722 
COST Costco Wholesale Corporation
+0.48%
+$1,229.85 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$43,962.66 
GNMA iShares GNMA Bond ETF
+0.45%
+$7,341.28 
MBB iShares MBS ETF
+0.4%
+$38,000.26 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$1,207.8 
IEF iShares 7-10 Year Treasury Bond ETF
+0.33%
+$10,083.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.33%
+$928.28 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.29%
+$66,518.85 
JPM JPMorgan Chase & Co.
+0.28%
+$791.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.27%
+$1,160.25 
GOVT iShares U.S. Treasury Bond ETF
+0.23%
+$22,135.85 
BNDW Vanguard Total World Bond ETF
+0.23%
+$974.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$7,645.69 
SYSB iShares Systematic Bond ETF
+0.22%
+$4,735.81 
ILCV iShares Morningstar Value ETF
+0.21%
+$506.23 
KLAC KLA Corporation
+0.2%
+$724 
BNDX Vanguard Total International Bond ETF
+0.19%
+$8,733.93 
TJX The TJX Companies, Inc.
+0.18%
+$548.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.18%
+$739.2 
IUSB iShares Core Universal USD Bond ETF
+0.18%
+$19,120.8 
GBF iShares Government/Credit Bond ETF
+0.14%
+$456.18 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.14%
+$668.25 
GVI iShares Intermediate Government Bond ETF
+0.14%
+$388.17 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$1,890.67 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$3,631.53 
XAR SPDR S&P Aerospace & Defense ETF
+0.02%
+$175.72 
SCMB Schwab Municipal Bond ETF
0%
$0 
CLSK CleanSpark, Inc.
-8.85%
-$17,285.94 
INTC Intel Corporation
-5.37%
-$13,412.48 
GLW Corning Incorporated
-5.22%
-$7,967.02 
EVH Evolent Health Inc.
-4.47%
-$2,716.91 
AMD Advanced Micro Devices, Inc.
-4.16%
-$34,391.9 
MRVL Marvell Technology, Inc.
-4.14%
-$12,637.8 
MU Micron Technology, Inc.
-4.01%
-$27,374.84 
AVGO Broadcom Inc.
-3.96%
-$22,902.62 
STX Seagate Technology Holdings plc
-3.52%
-$15,153.19 
BAI iShares A.I. Innovation and Tech Active ETF
-3.33%
-$242,414.96 
NVDA NVIDIA Corporation
-2.92%
-$84,490.56 
LLY Eli Lilly and Company
-2.79%
-$17,092.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.46%
-$45,181.24 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.19%
-$29,792.48 
LRCX Lam Research Corporation
-2.17%
-$13,735.17 
EEM iShares MSCI Emerging Markets ETF
-2.14%
-$17,843.04 
KGS Kodiak Gas Services Inc.
-2.1%
-$10,783.55 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$149,127.53 
AMZN Amazon.com Inc
-2.04%
-$25,275.7 
FCVT First Trust SSI Strategic Convertible Securities ETF
-1.89%
-$5,879.03 
XLK State Street Technology Select Sector SPDR ETF
-1.77%
-$4,962.64 
FTEC Fidelity MSCI Information Technology Index ETF
-1.74%
-$5,676.17 
TSLA Tesla, Inc.
-1.68%
-$20,947.36 
MSFT Microsoft Corp.
-1.67%
-$31,453.02 
IGM iShares Expanded Tech Sector ETF
-1.67%
-$15,886.2 
AMAT Applied Materials, Inc.
-1.62%
-$8,562.69 
CAT Caterpillar Inc.
-1.59%
-$8,553.34 
IYW iShares U.S. Technology ETF
-1.5%
-$66,650.32 
ANET Arista Networks, Inc.
-1.47%
-$4,155.87 
ICVT iShares Convertible Bond ETF
-1.34%
-$15,060.61 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$6,705.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$160,664.8 
SPMO Invesco S&P 500 Momentum ETF
-1.28%
-$78,329.84 
MTUM iShares MSCI USA Momentum Factor ETF
-1.27%
-$2,578.9 
USAC Usa Compression Partners L.P.
-1.2%
-$2,650.14 
CORO Ishares International Country Rotational Active ETF
-1.08%
-$193,077.69 
JNJ Johnson & Johnson
-1.04%
-$4,072.14 
CSCO Cisco Systems, Inc.
-1.04%
-$2,814.54 
BAC Bank of America Corporation
-1.03%
-$2,284.15 
GOOGL Alphabet Inc
-0.99%
-$13,401.94 
GOOG Alphabet Inc
-0.96%
-$4,308.36 
MRK Merck & Co., Inc.
-0.96%
-$3,011.26 
GS The Goldman Sachs Group, Inc.
-0.93%
-$1,697.3 
OEF iShares S&P 100 ETF
-0.81%
-$131,148.38 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.78%
-$8,454.81 
BLCR iShares Large Cap Core ACT ETF
-0.72%
-$39,431.52 
IWL iShares Russell Top 200 ETF
-0.7%
-$2,978.43 
THRO iShares U.S. Thematic Rotation Active ETF
-0.68%
-$41,254.91 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$34,224.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$125,235.63 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.57%
-$1,942.08 
TXN Texas Instruments Inc
-0.57%
-$1,533.4 
ESGU iShares ESG Aware MSCI USA ETF
-0.56%
-$6,769.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$292,547.73 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$1,291.62 
IVV iShares Core S&P 500 ETF
-0.52%
-$86,874.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$6,042.96 
IALT iShares Systematic Alternatives Active ETF
-0.47%
-$26,018.3 
IWB iShares Russell 1000 ETF
-0.46%
-$12,907.44 
IVLU iShares MSCI International Value Factor ETF
-0.42%
-$13,290.84 
LIN Linde plc
-0.36%
-$1,422.76 
META Meta Platforms Inc Class A
-0.33%
-$4,107.88 
EFV iShares MSCI EAFE Value ETF
-0.22%
-$10,820.44 
IEV iShares Europe ETF
-0.17%
-$1,848.24 
ABBV AbbVie Inc.
-0.12%
-$296.32 
VXF Vanguard Extended Market ETF
-0.12%
-$223.02 
BINC iShares Flexible Income Active ETF
-0.11%
-$4,364.69 
LMUB iShares Long-Term National Muni Bond ETF
-0.09%
-$1,141.39 
IFRA iShares U.S. Infrastructure
-0.07%
-$256.56 
MUB iShares National Muni Bond ETF
-0.03%
-$314.13 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$162.48 Events
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Dividends
Dividend Analysis
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| Trades 794 | Longs Won 527/794 66% | Profit Factor 11.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $541,449.23 |
| Average Win $187,566.24 | Best Trade (Oct 07) $9.78M | Sharpe Ratio -11.1 |
| Average Loss -$31,429.86 | Worst Trade (Oct 07) -$652,264.96 | Z-Score 2.71 (99.33%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $113,923.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,769 | $2.48M | $3.66M | - | $1.17M | 47.35% | +0.83% |
| ABBV AbbVie Inc. | 926 | $233,019 | $250,983.04 | - | $17,964.04 | 7.71% | -0.118% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,641 | $456,974.31 | $438,829.75 | - | -$18,144.56 | -3.97% | +0.265% |
| AMAT Applied Materials, Inc. | 1,013 | $472,414 | $518,855.76 | - | $46,441.76 | 9.83% | -1.624% |
| AMD Advanced Micro Devices, Inc. | 1,281 | $744,146 | $792,954.76 | - | $48,808.76 | 6.56% | -4.157% |
| AMZN Amazon.com Inc | 4,769 | $986,082.9 | $1.21M | - | $228,199.88 | 23.14% | -2.039% |
| ANET Arista Networks, Inc. | 1,311 | $222,713 | $278,797.26 | - | $56,084.26 | 25.18% | -1.469% |
| ARCC Ares Capital Corporation | 15,823 | $285,130 | $296,048.33 | - | $10,918.33 | 3.83% | +1.409% |
| AVGO Broadcom Inc. | 1,534 | $481,393.73 | $554,663.72 | - | $73,269.99 | 15.22% | -3.965% |
| BAC Bank of America Corporation | 4,153 | $228,415 | $219,984.41 | - | -$8,430.59 | -3.69% | -1.028% |
| BAI iShares A.I. Innovation and Tech Active ETF | 147,814 | $4.69M | $7.05M | - | $2.36M | 50.42% | -3.325% |
| BFAM Bright Horizons Family Solutions Inc. | 3,000 | $212,640 | $207,810 | - | -$4,830 | -2.27% | +3.636% |
| BINC iShares Flexible Income Active ETF | 79,358 | $4.2M | $4.02M | - | -$181,894.16 | -4.33% | -0.109% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 46,677 | $3.57M | $3.4M | - | -$162,132.72 | -4.55% | +0.225% |
| BLCR iShares Large Cap Core ACT ETF | 109,532 | $4.53M | $5.46M | - | $937,872.43 | 20.72% | -0.717% |
| BNDW Vanguard Total World Bond ETF | 6,496 | $445,171 | $428,183.84 | - | -$16,987.16 | -3.82% | +0.228% |
| BNDX Vanguard Total International Bond ETF | 96,936 | $4.77M | $4.55M | - | -$221,815.06 | -4.65% | +0.192% |
| BRBR BellRing Brands Inc. | 18,218 | $205,316.86 | $144,195.47 | - | -$61,121.39 | -29.77% | +1.866% |
| BRK-B Berkshire Hathaway Inc. | 1,264 | $578,426.48 | $647,869.52 | - | $69,443.04 | 12.01% | +1.245% |
| CAT Caterpillar Inc. | 661 | $491,104.61 | $529,388.29 | - | $38,283.68 | 7.8% | -1.59% |
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FAQ
Which stocks have generated the highest profits for Crystal McKeon?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $4.89M, iShares MSCI EAFE Value ETF - $4.66M, iShares S&P 100 ETF - $3.62M, State Street SPDR Portfolio S&P 500 ETF - $3.24M, and iShares Core S&P 500 ETF - $3M. 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: iShares 20+ Year Treasury Bond ETF - $265,239.45, Alphabet Inc - $55,400.06, Netflix, Inc - $54,771.8, Strategy Inc - $49,868.32, and Palantir Technologies Inc - $44,121.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Crystal McKeon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.69M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $2.28M, iShares Core Universal USD Bond ETF - $1.29M, iShares MSCI EAFE Value ETF - $1.23M, iShares MBS ETF - $996,016.58, and iShares Flexible Income Active ETF - $862,116.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Crystal McKeon's monthly returns?
Crystal McKeon's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Crystal McKeon's strategy be considered aggressive or moderate?
Crystal McKeon'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 Crystal McKeon's strategy?
Crystal McKeon'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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