JAF
Joseph A. Feste Portfolio
Invests via KM Capital Management Ltd. | Managed by Joseph A. Feste, Joseph W. Feste, Mark R. Tracy
Invests via KM Capital Management Ltd.
Managed by Joseph A. Feste, Joseph W. Feste, Mark R. Tracy
Automatically Tracked
Joseph A. Feste Profile
Joseph A. Feste is a seasoned operating executive with extensive experience in the financial services sector. Known for driving growth in established firms and startups alike, he has navigated various market conditions while leveraging his insights into operational efficiency and strategic positioning. His leadership has been pivotal in advancing organizational goals, enabling innovation, and fostering team development across diverse environments. With a robust background that includes significant roles at high-profile institutions, he consistently seeks opportunities to enhance performance and capitalize on emerging market trends.
Joseph A. Feste is a seasoned operating executive with extensive experience in the financial services sector. Known for driving growth in established firms and startups alike, he has navigated various market conditions while leveraging his insights into operational efficiency and strategic positioning. His leadership has been pivotal in advancing organizational goals, enabling innovation, and fostering team development across diverse environments. With a robust background that includes significant roles at high-profile institutions, he consistently seeks opportunities to enhance performance and capitalize on emerging market trends.
Investment Philosophy & Strategy
Growth prospects in dynamic markets are central to investment decisions made by Joseph A. Feste, whose executive tenure equips him with a keen understanding of operational effectiveness and strategic foresight. His focus lies in identifying opportunities within established firms as well as startups, fostering innovation while pursuing exceptional performance enhancements. By leveraging deep industry insights, he aims to drive sustainable advancements that align organizational capabilities with evolving market demands. This emphasis on adaptive strategies informs capital allocation choices aimed at maximizing returns through agility and responsiveness.
Growth prospects in dynamic markets are central to investment decisions made by Joseph A. Feste, whose executive tenure equips him with a keen understanding of operational effectiveness and strategic foresight. His focus lies in identifying opportunities within established firms as well as startups, fostering innovation while pursuing exceptional performance enhancements. By leveraging deep industry insights, he aims to drive sustainable advancements that align organizational capabilities with evolving market demands. This emphasis on adaptive strategies informs capital allocation choices aimed at maximizing returns through agility and responsiveness.
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:
53.36%
Gain +1.18%
Monthly
1.26%
Yearly
16.24%
Drawdown
13.65%
$151.2M
Equity
Holdings
$151.2M
Investment
$114.28M
$91.15M
Profit +$2M
Realized
$54.23M
Unrealized
$36.92M
Dividends
$9.48M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.18%
Profit
$2M
Win %
84%
This Week
Compared To Last Week
Gain
1.35%
Profit
$2.01M
Win %
84%
This Month
Compared to last month
Gain
0.5%
Profit
$754,544.1
Win %
84%
This Year
Compared to last year
Gain
-37.29%
Profit
-$66.45M
Win %
85%
ETHA iShares Ethereum Trust
+9.47%
+$1,190 
BAI iShares A.I. Innovation and Tech Active ETF
+6.46%
+$102,178.54 
IBIT iShares Bitcoin Trust
+4.72%
+$85,005.05 
ORCL Oracle Corporation
+4.62%
+$493.58 
IETC iShares U.S. Tech Independence Fund
+3.64%
+$42,637.58 
NVDA NVIDIA Corporation
+3.54%
+$370.26 
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$301,490.9 
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$1,808.75 
AVGO Broadcom Inc.
+3.11%
+$166.18 
PTNQ Pacer Trendpilot 100 ETF
+2.92%
+$644.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.87%
+$19,868.85 
MTUM iShares MSCI USA Momentum Factor ETF
+2.85%
+$5,602.62 
AAAU Goldman Sachs Physical Gold ETF
+2.6%
+$3,504.6 
BLCR iShares Large Cap Core ACT ETF
+2.44%
+$4,441.2 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+2.4%
+$13,336.25 
IEMG iShares Core MSCI Emerging Markets ETF
+2.23%
+$272,321.84 
SPEM SPDR Portfolio Emerging Markets ETF
+2.03%
+$7,489.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.97%
+$158,136.65 
CORO Ishares International Country Rotational Active ETF
+1.9%
+$45,680.76 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+1.88%
+$106,305.75 
AAPL Apple Inc.
+1.82%
+$148.12 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$620,310.09 
SPHQ Invesco S&P 500 Quality ETF
+1.58%
+$3,204.36 
JQUA JPMorgan U.S. Quality Factor ETF
+1.48%
+$634.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.44%
+$17,290.26 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$68.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$30,498.95 
LRGF iShares U.S. Equity Factor ETF
+1.17%
+$78,577.84 
QUAL iShares MSCI USA Quality Factor ETF
+1.06%
+$64,250.53 
BLK BlackRock, Inc.
+1.05%
+$65.22 
RDVY First Trust Rising Dividend Achievers ETF
+1.02%
+$335.2 
XAR SPDR S&P Aerospace & Defense ETF
+1.01%
+$197.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.95%
+$486.82 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.85%
+$69.96 
ICOW Pacer Developed Markets International ETF
+0.8%
+$101.5 
JEPI JPMorgan Equity Premium Income Fund
+0.59%
+$740.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.58%
+$153.75 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$24,936.6 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$662.5 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$1,281.93 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$3,148 
USMV iShares MSCI USA Min Vol Factor ETF
+0.3%
+$474.44 
SRLN SPDR Blackstone Senior Loan ETF
+0.27%
+$131.45 
FALN iShares Fallen Angels USD Bond ETF
+0.2%
+$139.32 
IXUS iShares Core International Stock ETF
+0.19%
+$308.88 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.17%
+$106.68 
BINC iShares Flexible Income Active ETF
+0.15%
+$176 
JSCP JPMorgan Short Duration Core Plus ETF
+0.12%
+$89.77 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.09%
+$145.88 
MEAR iShares Short Maturity Bond ETF
+0.08%
+$302.84 
LMUB iShares Long-Term National Muni Bond ETF
+0.08%
+$16,449.04 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$32.64 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$245.29 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$135.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$89.75 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.06%
+$743.07 
JPST JPMorgan Ultra-Short Income ETF
+0.06%
+$88.65 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$337.28 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$256.58 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.04%
+$1,382.91 
BNDX Vanguard Total International Bond ETF
+0.02%
+$14.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$14.9 
DFIV Dimensional International Value ETF
+0.02%
+$2,629.25 
EQT
0%
$0 
HIMU
0%
$0 
XOM Exxon Mobil Corporation
-4.14%
-$401.94 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.42%
-$1,377.7 
T AT&T Inc.
-1.23%
-$29 
IVLU iShares MSCI International Value Factor ETF
-1.05%
-$220.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.96%
-$678 
SHLD Global X Defense Tech ETF
-0.85%
-$861.84 
ET Energy Transfer L.P.
-0.84%
-$307.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.82%
-$519.48 
DFGR Dimensional Global Real Estate ETF
-0.65%
-$4,853.74 
JPM JPMorgan Chase & Co.
-0.41%
-$60.72 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$53.2 Events
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Dividends
Dividend Analysis
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| Trades 631 | Longs Won 502/631 79% | Profit Factor 46.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,498.99 |
| Average Win $185,538.28 | Best Trade (Jun 15) $7.24M | Sharpe Ratio -9.46 |
| Average Loss -$15,402.05 | Worst Trade (Jun 14) -$373,708.27 | Z-Score 1.87 (93.83%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $144,458.56 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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