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:
45.68%
Gain +0.41%
Monthly
1.21%
Yearly
15.59%
Drawdown
13.16%
$345.63M
Equity
Holdings
$345.63M
Investment
$278.12M
$92.72M
Profit +$1.19M
Realized
$25.21M
Unrealized
$67.51M
Dividends
$14.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$1.19M
Win %
71%
This Week
Compared To Last Week
Gain
2.16%
Profit
$7.29M
Win %
71%
This Month
Compared to last month
Gain
2.16%
Profit
$7.29M
Win %
71%
This Year
Compared to last year
Gain
11.69%
Profit
$36.18M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$150,886.52 
GOOG Alphabet Inc
+6.88%
+$29,585.36 
GOOGL Alphabet Inc
+6.73%
+$68,690.79 
META Meta Platforms Inc Class A
+3.28%
+$26,431.59 
MSFT Microsoft Corp.
+3.02%
+$35,697.99 
NVDA NVIDIA Corporation
+2.93%
+$60,674.53 
CVX Chevron Corporation
+2.35%
+$7,082.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$177,974.4 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$68,162.1 
AMAT Applied Materials, Inc.
+1.18%
+$4,023.81 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$17,836.5 
OEF iShares S&P 100 ETF
+0.95%
+$143,859.42 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$67,172.6 
IWL iShares Russell Top 200 ETF
+0.87%
+$3,460.82 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$10,548.22 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$154,213.04 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$6,203.45 
KGS Kodiak Gas Services Inc.
+0.77%
+$4,219.65 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,762.72 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,205.37 
SHLD Global X Defense Tech ETF
+0.77%
+$36,704.16 
TSLA Tesla, Inc.
+0.76%
+$6,379.03 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$70,665.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,724.83 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$8,109.73 
CAT Caterpillar Inc.
+0.7%
+$3,384.98 
IVV iShares Core S&P 500 ETF
+0.69%
+$109,168.64 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,956.37 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$231,603.91 
PLTR Palantir Technologies Inc.
+0.65%
+$1,473.6 
IWB iShares Russell 1000 ETF
+0.64%
+$17,048.71 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$45,882.63 
CSV Carriage Services Inc.
+0.62%
+$1,901.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,131.91 
STX Seagate Technology Holdings plc
+0.52%
+$2,816.86 
IYW iShares U.S. Technology ETF
+0.46%
+$19,594.13 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$3,501.08 
AVGO Broadcom Inc.
+0.37%
+$1,941.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,949.28 
BAC Bank of America Corporation
+0.36%
+$913.66 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$4,253.34 
MRK Merck & Co., Inc.
+0.32%
+$787.63 
FVR FrontView REIT Inc.
+0.3%
+$721.2 
ILCV iShares Morningstar Value ETF
+0.29%
+$778.41 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$20,413.49 
JPM JPMorgan Chase & Co.
+0.27%
+$767.04 
JNJ Johnson & Johnson
+0.21%
+$630.17 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.19%
+$658.45 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$21,895.75 
USAC Usa Compression Partners L.P.
+0.15%
+$347.56 
MMM 3M Company
+0.12%
+$421.25 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$370.35 
WMT Walmart Inc.
+0.09%
+$354.91 
IFRA iShares U.S. Infrastructure
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$222,371.88 
LIN Linde plc
-5.95%
-$23,360.73 
CLSK CleanSpark, Inc.
-5.37%
-$13,127.4 
NFLX Netflix, Inc.
-2%
-$3,230.98 
LRCX Lam Research Corporation
-1.58%
-$6,796.22 
GLD SPDR Gold Shares
-1.49%
-$3,742.91 
IAU iShares Gold Trust
-1.46%
-$42,841.69 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$2,597.18 
TJX The TJX Companies, Inc.
-1.21%
-$3,745.9 
KO The Coca-Cola Company
-1.02%
-$62,776.8 
XOM Exxon Mobil Corporation
-0.97%
-$5,631.93 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$21,057.06 
MA Mastercard Incorporated
-0.74%
-$2,027.25 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$116,241.25 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,483.35 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$6,395.69 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$3,985.27 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$18,210.24 
LLY Eli Lilly and Company
-0.53%
-$2,862.71 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$53,273.99 
IEV iShares Europe ETF
-0.44%
-$5,353.92 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$22,344.38 
MBB iShares MBS ETF
-0.4%
-$38,198.06 
ARCC Ares Capital Corporation
-0.37%
-$1,107.61 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,015.67 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$67,058.88 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,272.18 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$29,659.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,148.5 
GBF iShares Government/Credit Bond ETF
-0.24%
-$878.99 
COST Costco Wholesale Corporation
-0.24%
-$661.19 
BNDX Vanguard Total International Bond ETF
-0.23%
-$11,634.92 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.23%
-$632.37 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$24,988.5 
SYSB iShares Systematic Bond ETF
-0.22%
-$4,587.55 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$536.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$5,104.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$25,722.78 
FMHI First Trust Municipal High Income Fund
-0.17%
-$974.94 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$469.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$709.41 
ICVT iShares Convertible Bond ETF
-0.13%
-$2,357.85 
GNMA iShares GNMA Bond ETF
-0.12%
-$1,978.25 
MUB iShares National Muni Bond ETF
-0.11%
-$2,181 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$845.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,622.75 
BINC iShares Flexible Income Active ETF
-0.08%
-$4,663.96 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$226.08 
V Visa Inc. Class A
-0.04%
-$126.13 Events
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Dividends
Dividend Analysis
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| Trades 686 | Longs Won 487/686 70% | Profit Factor 26.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $582,791.42 |
| Average Win $197,802.62 | Best Trade (Aug 07) $9.51M | Sharpe Ratio -11.03 |
| Average Loss -$18,151.37 | Worst Trade (Mar 31) -$296,166.31 | Z-Score 9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $135,157.07 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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Returns
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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 S&P 100 ETF - $3.59M, iShares MSCI EAFE Value ETF - $3.48M, State Street SPDR Portfolio S&P 500 ETF - $3.1M, iShares Core S&P 500 ETF - $2.95M, and iShares MSCI USA Quality Factor ETF - $2.73M. 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 - $242,980.04, Alphabet Inc - $55,683.42, Strategy Inc - $49,868.32, State Street Technology Select Sector SPDR ETF - $15,197.89, and Schwab Long-Term U.S. Treasury ETF - $8,630.23. 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 $14.72M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $2.11M, iShares Core Universal USD Bond ETF - $1.26M, iShares MSCI EAFE Value ETF - $1.23M, iShares MBS ETF - $957,128.81, and iShares Flexible Income Active ETF - $861,113.21. 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.
