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:
15.18%
Gain -0.15%
Monthly
0.71%
Yearly
8.84%
Drawdown
15.66%
$306.17M
Equity
Holdings
$306.17M
Investment
$289.19M
$29.07M
Profit -$458,242.36
Realized
$12.08M
Unrealized
$16.99M
Dividends
$6.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$458,242.36
Win %
80%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.02M
Win %
80%
This Month
Compared to last month
Gain
-0.15%
Profit
-$458,242.36
Win %
80%
This Year
Compared to last year
Gain
5.8%
Profit
$16.79M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$47,481.27 
ETN Eaton Corporation plc
+7.32%
+$115,816.21 
MSFT Microsoft Corp.
+3.02%
+$58,906.46 
NVDA NVIDIA Corporation
+2.93%
+$7,343.07 
CVX Chevron Corporation
+2.35%
+$16,597.44 
VZ Verizon Communications Inc.
+1.52%
+$4,047.4 
DTM Dt Midstream Inc.
+0.9%
+$4,124.19 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$2,165.66 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,189.41 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$6,772.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$142,719.23 
MBWM Mercantile Bank Corporation
+0.59%
+$2,039.11 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$2,434.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,910.9 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$2,409.02 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$85,882.51 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$5,288.2 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$11,190.78 
OCTP PGIM U.S. Home Buffer ETF - October
+0.41%
+$3,310.37 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.39%
+$2,390.21 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$1,210.4 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$22,251.47 
SFLO VS Small Cap Free Cash Flow ETF
+0.33%
+$1,243.3 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,660.95 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$20,178.4 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.32%
+$5,516.76 
JXN Jackson Financial Inc.
+0.31%
+$14,125.74 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.31%
+$1,211.36 
SMH VanEck Semiconductor ETF
+0.3%
+$1,025.28 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.28%
+$880.67 
JPM JPMorgan Chase & Co.
+0.27%
+$1,472.04 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$58,452.9 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$5,918.33 
KBE SPDR S&P Bank ETF
+0.24%
+$1,192.55 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$1,065.79 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,022.3 
PBDE PGIM US Large Cap Core Bond ETF
+0.21%
+$4,641.19 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$12,879.92 
JNJ Johnson & Johnson
+0.21%
+$2,248.26 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
+0.19%
+$1,546.43 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$3,154.68 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
+0.17%
+$1,825.01 
MS Morgan Stanley
+0.17%
+$1,311.13 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$11,671.4 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.16%
+$1,416.94 
CPST Calamos S&P 500 Structured Alt Protection ETF – September
+0.16%
+$744.84 
CB Chubb Limited
+0.15%
+$1,048.34 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.14%
+$654.44 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.14%
+$924.04 
DTE DTE Energy Company
+0.12%
+$1,245.25 
PBMY PGIM U.S. Large-Cap Core Equity ETF
+0.12%
+$280.05 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$362.81 
PBFB PGIM U.S. Large-Cap Buffer ETF February
+0.11%
+$970.44 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.11%
+$483.29 
PBMR PGIM U.S. Large-Cap Buffered 20 ETF
+0.1%
+$522.26 
PBJA PGIM US Low-Cap Buffered 20 ETF - January
+0.1%
+$4,954.73 
PBJL PGIM U.S. Long-Short Equity Buffer 20 ETF - July
+0.08%
+$227.45 
PBAP PGIM U.S. Large-Cap Core Equity ETF
+0.06%
+$713.14 
TAP Molson Coors Beverage Company
+0.02%
+$72.53 
CLOX Eldridge AAA CLO ETF
+0.02%
+$48.43 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$1,118.82 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 PBAU
PBAU
0%
$0 PBJN
PBJN
0%
$0 PBNV
PBNV
0%
$0 
AAPL Apple Inc.
-7.35%
-$139,862.08 
SYK Stryker Corporation
-6.42%
-$60,206.3 
BA Boeing Company
-2.15%
-$7,844.46 
SLV iShares Silver Trust
-2.13%
-$11,007.84 
AON Aon plc
-1.64%
-$6,459.48 
LRCX Lam Research Corporation
-1.58%
-$16,257.34 
PINK Simplify Health Care ETF
-1.57%
-$5,411.36 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,445.84 
MDLZ Mondelez International, Inc.
-1.22%
-$2,783.56 
F Ford Motor Company
-1.21%
-$16,327.98 
JDOC JPMorgan Healthcare Leaders ETF
-1.19%
-$2,994.18 
KO The Coca-Cola Company
-1.02%
-$3,583.8 
PAPI Parametric Equity Premium Income ETF
-0.83%
-$44,657.26 
CWT California Water Service Group
-0.77%
-$1,899.69 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$49,686.3 
EVLN Eaton Vance Floating-Rate ETF
-0.6%
-$2,812.42 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$924.37 
EVSD Eaton Vance Short Duration Income Fund
-0.43%
-$72,416.52 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.41%
-$87,139.78 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$1,491.58 
CMS CMS Energy Corporation
-0.37%
-$5,419.71 
FDVV Fidelity High Dividend ETF
-0.35%
-$3,160.96 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$1,179.6 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$102,702.75 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$50,456.87 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$49,833.85 
FITB Fifth Third Bancorp
-0.16%
-$878.85 
IXUS iShares Core International Stock ETF
-0.15%
-$514.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$551.76 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$341.88 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$511.56 
XLF Financial Select Sector SPDR Fund
-0.1%
-$328.14 
WTFC Wintrust Financial Corporation
-0.07%
-$179.41 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$697.32 
VO Vanguard Mid-Cap ETF
-0.05%
-$204.32 
XEL Xcel Energy Inc.
-0.04%
-$130.38 
UTES Virtus Reaves Utilities ETF
-0.03%
-$1,500.76 Events
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Dividends
Dividend Analysis
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| Trades 478 | Longs Won 308/478 64% | Profit Factor 5.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,803.44 |
| Average Win $116,152.66 | Best Trade (Aug 14) $3.63M | Sharpe Ratio -10.75 |
| Average Loss -$39,427.27 | Worst Trade (Sep 02) -$552,687.89 | Z-Score 3.74 (99.98%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $60,820.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,704 | $1.43M | $1.76M | - | $330,844.11 | 23.12% | -7.354% |
| AMZN Amazon.com Inc | 1,316 | $288,717.28 | $357,399.27 | - | $68,681.99 | 23.79% | +15.321% |
| AON Aon plc | 1,073 | $385,378.77 | $386,870.14 | - | $1,491.37 | 0.39% | -1.642% |
| APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF | 8,468 | $299,558 | $316,271.33 | - | $16,713.33 | 5.58% | +0.279% |
| BA Boeing Company | 1,648 | $299,787.27 | $356,198.72 | - | $56,411.45 | 18.82% | -2.155% |
| BRK-A Berkshire Hathaway Inc. | 8 | $5.75M | $6.13M | - | $387,680 | 6.75% | +0.21% |
| CB Chubb Limited | 1,978 | $573,436.16 | $693,645.02 | - | $120,208.86 | 20.96% | +0.151% |
| CLOX Eldridge AAA CLO ETF | 12,108 | $309,601 | $310,073.77 | - | $472.77 | 0.15% | +0.016% |
| CMS CMS Energy Corporation | 20,073 | $1.56M | $1.45M | - | -$112,191.73 | -7.2% | -0.374% |
| CPSA Calamos S&P 500 Structured Alt Protection ETF – August | 38,021 | $1.02M | $1.06M | - | $39,070.28 | 3.82% | +0.172% |
| CPSD Calamos S&P 500 Structured Alt Protection ETF – December | 24,974 | $647,211 | $670,726.72 | - | $23,515.72 | 3.63% | +0.138% |
| CPSJ Calamos S&P 500 Structured Alt Protection ETF – July | 29,178 | $784,112 | $810,506.48 | - | $26,394.48 | 3.37% | +0.191% |
| CPSM Calamos S&P 500 Structured Alt Protection ETF – May | 15,962 | $460,591 | $468,564.51 | - | $7,973.51 | 1.73% | +0.14% |
| CPSO Calamos S&P 500 Structured Alt Protection ETF – October | 30,803 | $831,817 | $863,315.68 | - | $31,498.68 | 3.79% | +0.164% |
| CPSR Calamos S&P 500 Structured Alt Protection ETF – March | 16,665 | $421,121 | $432,540.07 | - | $11,419.07 | 2.71% | +0.112% |
| CPST Calamos S&P 500 Structured Alt Protection ETF – September | 16,552 | $446,492 | $463,058.75 | - | $16,566.75 | 3.71% | +0.161% |
| CVX Chevron Corporation | 3,672 | $759,773 | $722,759.76 | - | -$37,013.24 | -4.87% | +2.35% |
| CWT California Water Service Group | 4,871 | $220,843 | $244,085.81 | - | $23,242.81 | 10.52% | -0.772% |
| DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF | 13,664 | $456,510 | $489,717.76 | - | $33,207.76 | 7.27% | +0.218% |
| DTE DTE Energy Company | 7,325 | $1.07M | $1.04M | - | -$31,912.25 | -2.98% | +0.12% |
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FAQ
Which stocks have generated the highest profits for Keith Dwyer?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.84M, First Trust TCW Opportunistic Fixed Income Fund - $1.77M, Parker-Hannifin Corporation - $1.25M, FT Vestladder Buffer ETF-USD I - $1.2M, and First Trust Rising Dividend Achievers ETF - $1.14M. 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: Six Flags Entertainment Corporation - $348,210, FT Vest U.S. Equity Buffer ETF - $322,078.51, Microsoft Corp - $290,220.93, Bath & Body Works, Inc - $286,975.8, and Abercrombie & Fitch Co - $256,800.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Keith Dwyer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.54M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $1.16M, PGIM Ultra Short Bond ETF - $587,418.65, JPMorgan Core Plus Bond ETF - $423,551.47, VictoryShares Core Intermediate Bond ETF - $372,294.79, and Eaton Vance Short Duration Income Fund - $253,833.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Keith Dwyer's monthly returns?
Keith Dwyer'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 Keith Dwyer's strategy be considered aggressive or moderate?
Keith Dwyer'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 Keith Dwyer's strategy?
Keith Dwyer'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.
