KD
Keith Dwyer Portfolio
Invests via LeClair Wealth Partners LLC | Managed by Keith Dwyer
Invests via LeClair Wealth Partners LLC
Managed by Keith Dwyer
Automatically Tracked
Veteran private equity and growth investor with experience in mid-market buyouts, portfolio operations and capital raising. Keith Dwyer leverages operational due diligence and strategic repositioning to drive EBITDA expansion across software, services and industrials. Known for board-level stewardship, LP relations and disciplined exit planning; active in deal sourcing and value creation.
Veteran private equity and growth investor with experience in mid-market buyouts, portfolio operations and capital raising. Keith Dwyer leverages operational due diligence and strategic repositioning to drive EBITDA expansion across software, services and industrials. Known for board-level stewardship, LP relations and disciplined exit planning; active in deal sourcing and value creation.
Investment Philosophy & Strategy
Focuses on control-oriented, mid-market private equity investing with a bias toward software, services and industrials. Prefers deals where operational repositioning and rigorous due diligence can unlock EBITDA upside; applies hands-on portfolio operations, board-level stewardship and targeted capex or go-to-market investments to accelerate growth. Capital allocation prioritizes value creation over multiple arbitrage, with three-to-seven year hold periods and disciplined exit planning. Risk managed through conservative leverage, staged operational milestones and active LP communication; sourcing combines proprietary networks with sector-focused diligence to underwrite asymmetric return profiles.
Focuses on control-oriented, mid-market private equity investing with a bias toward software, services and industrials. Prefers deals where operational repositioning and rigorous due diligence can unlock EBITDA upside; applies hands-on portfolio operations, board-level stewardship and targeted capex or go-to-market investments to accelerate growth. Capital allocation prioritizes value creation over multiple arbitrage, with three-to-seven year hold periods and disciplined exit planning. Risk managed through conservative leverage, staged operational milestones and active LP communication; sourcing combines proprietary networks with sector-focused diligence to underwrite asymmetric return profiles.
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:
9.04%
Gain
Monthly
0.47%
Yearly
5.77%
Drawdown
14.98%
$305.4M
Equity
Holdings
$305.4M
Investment
$289.19M
$29.45M
Profit -$424,046.71
Realized
$13.24M
Unrealized
$16.21M
Dividends
$5.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$424,046.71
Win %
84%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.14M
Win %
84%
This Month
Compared to last month
Gain
0.4%
Profit
$1.23M
Win %
84%
This Year
Compared to last year
Gain
5.53%
Profit
$16.01M
Win %
79%
CB Chubb Limited
+3.03%
+$20,610.56 
JNJ Johnson & Johnson
+1.98%
+$21,040.28 
VZ Verizon Communications Inc.
+1.25%
+$3,180.1 
CVX Chevron Corporation
+1.24%
+$8,372.16 
TAP Molson Coors Beverage Company
+1.19%
+$3,590.24 
BRK-A Berkshire Hathaway Inc.
+0.89%
+$52,834.88 
DTE DTE Energy Company
+0.89%
+$9,742.25 
MDLZ Mondelez International, Inc.
+0.88%
+$1,952.1 
CWT California Water Service Group
+0.7%
+$1,753.56 
GLDM SPDR Gold MiniShares Trust
+0.66%
+$1,942.72 
JPM JPMorgan Chase & Co.
+0.57%
+$3,085.02 
CMS CMS Energy Corporation
+0.56%
+$8,430.66 
XEL Xcel Energy Inc.
+0.46%
+$1,608.02 
JDOC JPMorgan Healthcare Leaders ETF
+0.46%
+$1,146.88 
F Ford Motor Company
+0.39%
+$4,989.1 
UTES Virtus Reaves Utilities ETF
+0.36%
+$21,761.02 
PAPI Parametric Equity Premium Income ETF
+0.29%
+$15,532.96 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.27%
+$983 
PINK Simplify Health Care ETF
+0.24%
+$829.16 
ETN Eaton Corporation plc
+0.23%
+$3,743.26 
UITB VictoryShares Core Intermediate Bond ETF
+0.19%
+$39,488.67 
SLV iShares Silver Trust
+0.16%
+$772.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$597.74 
AAPL Apple Inc.
+0.15%
+$2,908.98 
JCPB JPMorgan Core Plus Bond ETF
+0.13%
+$28,088.17 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$1,636.31 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
+0.11%
+$1,140.63 
JXN Jackson Financial Inc.
+0.11%
+$5,018.35 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$871.65 
EVSD Eaton Vance Short Duration Income Fund
+0.08%
+$13,166.64 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$18,486.49 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,834.34 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$1,458.92 
RWL Invesco S&P 500 Revenue ETF
+0.01%
+$2,815.82 
EVLN Eaton Vance Floating-Rate ETF
+0.01%
+$48.49 
PBJL PGIM U.S. Long-Short Equity Buffer 20 ETF - July
0%
+$2.73 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
PBAU
0%
$0 
PBJN
0%
$0 
PBNV
0%
$0 
LRCX Lam Research Corporation
-3.6%
-$39,916.86 
SMH VanEck Semiconductor ETF
-3.16%
-$11,296.84 
MSFT Microsoft Corp.
-2.73%
-$47,272.21 
SYK Stryker Corporation
-2.71%
-$24,228.05 
FITB Fifth Third Bancorp
-2.49%
-$14,452.2 
IHI iShares U.S. Medical Devices ETF
-2.44%
-$5,124.23 
KO The Coca-Cola Company
-2.15%
-$7,287.06 
NVDA NVIDIA Corporation
-1.96%
-$5,234.02 
QQQM Invesco NASDAQ 100 ETF
-1.74%
-$17,667.95 
DTM Dt Midstream Inc.
-1.25%
-$6,135.99 
IXUS iShares Core International Stock ETF
-1.12%
-$3,858.75 
MBWM Mercantile Bank Corporation
-1.11%
-$3,811.95 
SFLO VS Small Cap Free Cash Flow ETF
-1.01%
-$3,769.65 
MS Morgan Stanley
-0.94%
-$7,447.89 
KBE SPDR S&P Bank ETF
-0.86%
-$4,314.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$183,841.72 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$2,644.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$3,013.99 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.8%
-$3,399.51 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.8%
-$3,180.57 
WTFC Wintrust Financial Corporation
-0.74%
-$2,025.21 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.67%
-$2,010.97 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.62%
-$46,427.93 
XMHQ Invesco S&P MidCap Quality ETF
-0.49%
-$109,112.08 
AMZN Amazon.com Inc
-0.46%
-$1,513.4 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.42%
-$26,484.15 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.4%
-$2,025.75 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.4%
-$1,165.5 
XLF Financial Select Sector SPDR Fund
-0.38%
-$1,175.84 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.37%
-$1,281.6 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.35%
-$1,708 
PBJA PGIM US Low-Cap Buffered 20 ETF - January
-0.34%
-$17,789.08 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$21,654.19 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.32%
-$3,701.74 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.29%
-$7,771.37 
FDVV Fidelity High Dividend ETF
-0.27%
-$2,442.56 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.26%
-$1,328.76 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.25%
-$1,550.91 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.23%
-$48,175.3 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.22%
-$850.72 
VO Vanguard Mid-Cap ETF
-0.22%
-$893.9 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.21%
-$4,842.27 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.21%
-$3,526.23 
OCTP PGIM U.S. Home Buffer ETF - October
-0.18%
-$1,503.36 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.18%
-$570.13 
PBMY PGIM U.S. Large-Cap Core Equity ETF
-0.17%
-$401.91 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.17%
-$2,891.85 
HMOP Hartford Municipal Opportunities ETF
-0.15%
-$13,425.84 
PBMR PGIM U.S. Large-Cap Buffered 20 ETF
-0.14%
-$712.17 
PBAP PGIM U.S. Large-Cap Core Equity ETF
-0.09%
-$1,113.29 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.08%
-$357.81 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.07%
-$209.16 
BA Boeing Company
-0.07%
-$230.72 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
-0.06%
-$522.29 
CPST Calamos S&P 500 Structured Alt Protection ETF – September
-0.05%
-$248.28 
PBDE PGIM US Large Cap Core Bond ETF
-0.05%
-$1,054.82 
PBFB PGIM U.S. Large-Cap Buffer ETF February
-0.05%
-$404.33 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
-0.04%
-$308.03 
AON Aon plc
-0.03%
-$134.12 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
-0.03%
-$158.02 
CLOX Eldridge AAA CLO ETF
-0.02%
-$60.54 
JMUB JPMorgan Municipal Bond ETF
-0.01%
-$46.51 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
-$12.49 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 478 | Longs Won 309/478 64% | Profit Factor 8.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,534.02 |
| Average Win $108,448.65 | Best Trade (Jul 17) $2.96M | Sharpe Ratio -10.46 |
| Average Loss -$24,032.21 | Worst Trade (Mar 31) -$441,664.35 | Z-Score 2.91 (99.63%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $61,609.18 |
| 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 | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
