Kyle Jones Portfolio
Invests via Pineridge Advisors LLC | Managed by Kyle R. Jones, Matthew Allgeyer
Invests via Pineridge Advisors LLC
Managed by Kyle R. Jones, Matthew Allgeyer
Automatically Tracked
Kyle Jones Profile
Experienced growth-stage investor and operator with sector focus on software and fintech. Kyle Jones brings a background in product leadership and venture investing, advising portfolio companies on go-to-market, unit economics and scaling customer acquisition. Prior roles include operating leadership at late-stage startups and investment work at a venture firm; holds an MBA and engineering undergrad. Active on early growth and Series A allocations.
Experienced growth-stage investor and operator with sector focus on software and fintech. Kyle Jones brings a background in product leadership and venture investing, advising portfolio companies on go-to-market, unit economics and scaling customer acquisition. Prior roles include operating leadership at late-stage startups and investment work at a venture firm; holds an MBA and engineering undergrad. Active on early growth and Series A allocations.
Investment Philosophy & Strategy
Targets growth-stage software and fintech businesses, favoring Series A and early growth rounds where product-led scaling meets repeatable unit economics. Investment style combines operator lens with venture discipline: prioritize founders with defensible product differentiation, data-driven go-to-market plans, and clear customer economics. Capital allocated to accelerate customer acquisition and measurable CAC payback, with active board/advisory involvement to shape product roadmap, metrics and scalable sales motions over a 3–7 year return horizon.
Targets growth-stage software and fintech businesses, favoring Series A and early growth rounds where product-led scaling meets repeatable unit economics. Investment style combines operator lens with venture discipline: prioritize founders with defensible product differentiation, data-driven go-to-market plans, and clear customer economics. Capital allocated to accelerate customer acquisition and measurable CAC payback, with active board/advisory involvement to shape product roadmap, metrics and scalable sales motions over a 3–7 year return horizon.
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:
21.48%
Gain -0.53%
Monthly
0.61%
Yearly
7.56%
Drawdown
8.98%
$365.68M
Equity
Holdings
$365.68M
Investment
$327.88M
$57.97M
Profit -$1.64M
Realized
$20.17M
Unrealized
$37.8M
Dividends
$25.07M
Goals
Avg. 90% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.64M
Win %
70%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.64M
Win %
70%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.64M
Win %
70%
This Year
Compared to last year
Gain
4%
Profit
$14.06M
Win %
70%
REPL Replimune Group Inc.
+107.02%
+$868.5 
AMZN Amazon.com Inc
+15.32%
+$64,005.9 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$659.1 
ETN Eaton Corporation plc
+7.32%
+$1,981.7 
GOOG Alphabet Inc
+6.88%
+$2,319.97 
GOOGL Alphabet Inc
+6.73%
+$7,819.56 
VRT Vertiv Holdings Co
+6.18%
+$408.03 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+5.83%
+$121.5 
ANET Arista Networks, Inc.
+5.46%
+$233.25 
FTNT Fortinet Inc.
+4.99%
+$238.7 
UI Ubiquiti Inc.
+4.37%
+$186.32 
CGNX Cognex Corporation
+4.18%
+$230.56 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$36.75 
AGNT eXp World Holdings Inc.
+3.85%
+$164.7 
ERIE Erie Indemnity Company
+3.58%
+$50.22 
FERG Ferguson Enterprises Inc
+3.52%
+$55.79 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$8.05 
META Meta Platforms Inc Class A
+3.28%
+$1,007.76 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$725.42 
MSFT Microsoft Corp.
+3.02%
+$75,359.4 
TEAM Atlassian Corporation Class A
+2.95%
+$5.79 
NVDA NVIDIA Corporation
+2.93%
+$7,668.54 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$65.25 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$236.6 
BKSY BlackSky Technology Inc.
+2.63%
+$191.16 
CVX Chevron Corporation
+2.35%
+$1,469 
CNC Centene Corporation
+2.27%
+$1,378.62 
BP BP p.l.c. Sponsored ADR
+2.26%
+$150 
GLW Corning Incorporated
+2.24%
+$5,166.15 
TTEK Tetra Tech, Inc.
+2.19%
+$33.37 
DVN Devon Energy Corporation
+2.17%
+$96 
CDNS Cadence Design Systems, Inc.
+2.16%
+$28.8 
CSCO Cisco Systems, Inc.
+2.14%
+$6,556.14 
PSA Public Storage Common Stock
+2.12%
+$235.2 
USAR USA Rare Earth, Inc.
+2.05%
+$30 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$1,777.44 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$1.81 
OXY Occidental Petroleum Corporation
+2%
+$20.16 
TDOC Teladoc Health Inc.
+1.98%
+$0.52 
OKE ONEOK, Inc.
+1.95%
+$95.7 
JCI Johnson Controls International plc
+1.93%
+$88.96 
ROK Rockwell Automation, Inc.
+1.93%
+$81.63 
BTX BlackRock Technology and Private Equity Fund
+1.9%
+$202.5 
PANW Palo Alto Networks, Inc.
+1.89%
+$67.65 
FIX Comfort Systems USA, Inc.
+1.88%
+$31.85 
CRM Salesforce Inc
+1.83%
+$66.2 
ORCL Oracle Corporation
+1.81%
+$3,672.9 
HWM Howmet Aerospace Inc.
+1.8%
+$89.64 
ZTS Zoetis Inc.
+1.66%
+$25.2 
FLEX Flex Ltd.
+1.64%
+$114.08 
KMI Kinder Morgan, Inc.
+1.64%
+$237.12 
ACN Accenture plc Class A
+1.61%
+$63.12 
FANG Diamondback Energy Inc
+1.59%
+$63.6 
HPQ HP Inc.
+1.53%
+$162.77 
VZ Verizon Communications Inc.
+1.52%
+$45.5 
NOG Northern Oil and Gas Inc.
+1.49%
+$26.66 
ADAM Adamas Trust, Inc.
+1.45%
+$18.59 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$669.67 
NOC Northrop Grumman Corporation
+1.43%
+$7.63 
PWR Quanta Services Inc.
+1.43%
+$46.9 
SNX TD Synnex Corporation
+1.42%
+$71.6 
GE General Electric Company
+1.42%
+$221.32 
WDAY Workday Inc.
+1.41%
+$28.99 
DBX Dropbox Inc.
+1.4%
+$90 
SLB Schlumberger Limited
+1.39%
+$68.68 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$44.45 
CMCSA Comcast Corp
+1.23%
+$6.81 
VRSN Verisign Inc.
+1.2%
+$34.4 
RMD ResMed Inc.
+1.16%
+$326.7 
ITW Illinois Tool Works Inc.
+1.15%
+$113.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$609.52 
VUG Vanguard Growth ETF
+1.1%
+$200.88 
NOW ServiceNow, Inc.
+1.05%
+$17.4 
Z Zillow Group Inc.
+1.04%
+$70 
SPYC Simplify US Equity PLUS Convexity ETF
+1.02%
+$3.21 
ILCG iShares Morningstar Growth ETF
+1.01%
+$66.08 
XLE Energy Select Sector SPDR Fund
+1%
+$89.68 
DOCU DocuSign Inc.
+0.99%
+$0.54 
ADP Automatic Data Processing Inc.
+0.98%
+$46.62 
SUN Sunoco L.P.
+0.95%
+$126.72 
OEF iShares S&P 100 ETF
+0.95%
+$117.64 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$66.04 
IYE iShares U.S. Energy ETF
+0.93%
+$430.36 
UNP Union Pacific Corporation
+0.92%
+$718.23 
MGC Vanguard Mega Cap ETF
+0.87%
+$47.2 
IBM International Business Machines Corporation
+0.86%
+$2,337.82 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,936.45 
GEV GE Vernova Inc.
+0.85%
+$83.1 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$160.59 
MCD McDonald's Corporation
+0.82%
+$1,247.41 
EMR Emerson Electric Co.
+0.79%
+$2,906.36 
AEE Ameren Corporation
+0.79%
+$2,794.14 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$12,731.4 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$232,497.72 
TSLA Tesla, Inc.
+0.76%
+$3,096.29 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$288.36 
DECZ TrueShares Structured Outcome December ETF
+0.75%
+$42.96 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$3,696.84 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.73%
+$13.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$19,000.14 
PHIN Phinia Inc.
+0.72%
+$1.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$173,091.7 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,100.71 
CAT Caterpillar Inc.
+0.7%
+$663.39 
BMY Bristol-Myers Squibb Company
+0.69%
+$2.7 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$318.64 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$58.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,699.84 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$30.29 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$277.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,199.47 
INFY Infosys Limited
+0.67%
+$24 
DOW Dow Inc.
+0.67%
+$10.2 
PLTR Palantir Technologies Inc.
+0.65%
+$40 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$261.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$67.83 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$22.95 
NBOS Neuberger Berman Option Strategy ETF
+0.64%
+$53.1 
IXC iShares Global Energy ETF
+0.63%
+$213.15 
SYY Sysco Corporation
+0.63%
+$22.26 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.62%
+$1.98 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$193,178.59 
IVT InvenTrust Properties Corp.
+0.6%
+$60.06 
ET Energy Transfer L.P.
+0.59%
+$30 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$23,420.56 
SEPZ TrueShares Structured Outcome September ETF
+0.59%
+$8.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$303,319.96 
MO Altria Group, Inc.
+0.57%
+$259.35 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$1.87 
WTPI WisdomTree Equity Premium Income Fund
+0.55%
+$1,291.32 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$12.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$343.38 
PSX Phillips 66
+0.51%
+$28.08 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$13 
HON Honeywell International Inc.
+0.47%
+$56.24 
SE Sea Ltd.
+0.47%
+$0.5 
BMO Bank of Montreal
+0.47%
+$4.98 
NSC Norfolk Southern Corporation
+0.46%
+$51.15 
GTX Garrett Motion Inc.
+0.45%
+$0.98 
KKR KKR & Co. Inc.
+0.45%
+$101.7 
IWD iShares Russell 1000 Value ETF
+0.44%
+$159.84 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.44%
+$49.92 
PAYX Paychex Inc.
+0.44%
+$38.76 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$4.39 
CSX CSX Corporation
+0.42%
+$33.6 
RKLB Rocket Lab Corporation
+0.42%
+$3.78 
PFE Pfizer Inc.
+0.4%
+$63.4 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1.7 
RTX RTX Corporation
+0.39%
+$5.88 
AVGO Broadcom Inc.
+0.37%
+$447.84 
PG Procter & Gamble Co
+0.37%
+$135.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$169.26 
BAC Bank of America Corporation
+0.36%
+$16.5 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$111.24 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.35%
+$17.49 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$25.68 
FMBH First Mid Bancshares Inc.
+0.33%
+$42.84 
GD General Dynamics Corporation
+0.32%
+$17.08 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$60.45 
MRK Merck & Co., Inc.
+0.32%
+$63.96 
SMH VanEck Semiconductor ETF
+0.3%
+$55.42 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$13.05 
KD Kyndryl Holdings Inc.
+0.3%
+$4.88 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$9.24 
JPM JPMorgan Chase & Co.
+0.27%
+$172.96 
AMP Ameriprise Financial, Inc.
+0.25%
+$12.42 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.25%
+$7.48 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$14.88 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$12.01 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$60.6 
SO The Southern Company
+0.21%
+$31.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$42.78 
JNJ Johnson & Johnson
+0.21%
+$36.57 
ADI Analog Devices, Inc.
+0.2%
+$37.74 
FLR Fluor Corporation
+0.2%
+$10 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$74.4 
USB U.S. Bancorp
+0.17%
+$67.76 
T AT&T Inc.
+0.17%
+$149.32 
MS Morgan Stanley
+0.17%
+$180 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$11 
DELL Dell Technologies Inc.
+0.14%
+$25.2 
XYL Xylem Inc.
+0.13%
+$0.3 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$43.1 
C Citigroup Inc.
+0.1%
+$7.15 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$202.95 
FSK FS KKR Capital Corp.
+0.1%
+$69.88 
AFL Aflac Inc.
+0.09%
+$137.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$575.1 
WMT Walmart Inc.
+0.09%
+$592.81 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$3.96 
ABT Abbott Laboratories
+0.09%
+$30.33 
FDS FactSet Research Systems Inc.
+0.07%
+$1.19 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$2.43 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.06%
+$5.94 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1 
DIS The Walt Disney Company
+0.03%
+$20.04 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1.29 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$0.37 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$21,329.97 
CLOX Eldridge AAA CLO ETF
+0.02%
+$1.04 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$230.02 
CMA Comerica Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HI Hillenbrand Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
IRBT iRobot Corporation
0%
$0 
K Kellanova Inc.
0%
$0 
SPR Spirit AeroSystems Holdings, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
GMUB Goldman Sachs Municipal Income ETF
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 
RBLX Roblox Corporation
-26.85%
-$26.14 
MKZR Mackenzie Realty Capital Inc.
-13.45%
-$24 
CTVA Corteva Inc.
-11.9%
-$31.89 
RIVN Rivian Automotive, Inc.
-9.57%
-$8.05 
RIOT Riot Platforms, Inc.
-8.82%
-$48.75 
AAPL Apple Inc.
-7.35%
-$44,601.88 
PPC Pilgrim's Pride Corporation
-6.75%
-$144.54 
TROW T. Rowe Price Group, Inc.
-6.31%
-$753 
LIN Linde plc
-5.95%
-$332.86 
MU Micron Technology, Inc.
-5.9%
-$10,635.77 
ALDX Aldeyra Therapeutics Inc.
-3.75%
-$36 
SANA Sana Biotechnology, Inc.
-3.69%
-$24 
CORT Corcept Therapeutics Incorporated
-3.24%
-$191.5 
CI The Cigna Group
-2.99%
-$568.26 
CC Chemours Co.
-2.92%
-$0.5 
AJG Arthur J. Gallagher & Co.
-2.75%
-$176 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$26.88 
HNRG Hallador Energy Company
-2.67%
-$39 
QCOM QUALCOMM Incorporated
-2.63%
-$135.66 
ASIX AdvanSix Inc.
-2.62%
-$1.08 
ABBV AbbVie Inc.
-2.51%
-$3,137.95 
ALGN Align Technology, Inc.
-2.45%
-$89.25 
ICE Intercontinental Exchange, Inc.
-2.42%
-$280.46 
YUM Yum! Brands, Inc.
-2.37%
-$11.16 
RMR RMR Group Inc.
-2.16%
-$0.42 
BA Boeing Company
-2.15%
-$2,379.99 
NEM Newmont Corporation
-2.14%
-$28.7 
SLV iShares Silver Trust
-2.13%
-$6,322.44 
CCJ Cameco Corporation
-2.1%
-$51.8 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$4,188.6 
KHC The Kraft Heinz Company
-2.01%
-$72.61 
IRM Iron Mountain Inc.
-1.86%
-$51.04 
HRZN Horizon Technology Finance Corporation
-1.82%
-$6.32 
RGEN Repligen Corporation
-1.8%
-$129.5 
ETSY Etsy Inc.
-1.77%
-$5.88 
PHM PulteGroup Inc.
-1.76%
-$63.56 
STLA Stellantis N.V.
-1.71%
-$52.3 
FLO Flowers Foods, Inc.
-1.68%
-$116.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,223.11 
NWS News Corporation
-1.67%
-$67.84 
ADM Archer-Daniels-Midland Co
-1.66%
-$69.68 
URA Global X Uranium ETF
-1.64%
-$224.25 
SQ Block, Inc.
-1.64%
-$236.25 
SNDL Sundial Growers Inc.
-1.6%
-$2 
LRCX Lam Research Corporation
-1.58%
-$183.3 
UTHR United Therapeutics Corporation
-1.54%
-$105.43 
POR Portland General Electric Company
-1.52%
-$41.8 
BAR GraniteShares Gold Trust
-1.51%
-$2,854.8 
PAG Penske Automotive Group Inc.
-1.5%
-$42.9 
GLD SPDR Gold Shares
-1.49%
-$2,793.14 
CNA CNA Financial Corporation
-1.48%
-$46.61 
IAUM iShares Gold Trust Micro
-1.46%
-$1,604.4 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$5,313.35 
PLUG Plug Power Inc.
-1.44%
-$0.06 
IEX IDEX Corporation
-1.42%
-$49.8 
LUV Southwest Airlines Co.
-1.38%
-$647.64 
RC Ready Capital Corporation
-1.38%
-$2.78 
NKE Nike, Inc. - Class B
-1.37%
-$15.08 
BUSE First Busey Corporation
-1.34%
-$29.82 
DD DuPont de Nemours, Inc.
-1.32%
-$4.39 
MNST Monster Beverage Corporation
-1.3%
-$17.78 
DAL Delta Air Lines, Inc.
-1.3%
-$1.15 
GRMN Garmin Ltd.
-1.27%
-$339.3 
SCCO Southern Copper Corporation
-1.24%
-$105.34 
MDLZ Mondelez International, Inc.
-1.22%
-$314.93 
STE STERIS plc
-1.22%
-$39.34 
F Ford Motor Company
-1.21%
-$53.82 
REZI Resideo Technologies Inc.
-1.21%
-$4.62 
TJX The TJX Companies, Inc.
-1.21%
-$172.8 
IQV IQVIA Holdings Inc.
-1.17%
-$49.86 
NEE NextEra Energy, Inc.
-1.15%
-$32.32 
DE Deere & Company
-1.13%
-$292.4 
RCL Royal Caribbean Group
-1.13%
-$811.72 
VTRS Viatris Inc.
-1.13%
-$16.4 
TXN Texas Instruments Inc
-1.08%
-$66.44 
LOW Lowe's Companies Inc.
-1.08%
-$917.08 
PLD Prologis Inc.
-1.08%
-$66.36 
MCK McKesson Corporation
-1.08%
-$65.24 
BWA BorgWarner Inc.
-1.04%
-$12.73 
AAL American Airlines Group Inc.
-1.04%
-$9.76 
CRH CRH plc
-1.03%
-$36.63 
INTC Intel Corporation
-1.02%
-$43.71 
KO The Coca-Cola Company
-1.02%
-$1,481.4 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
RPRX Royalty Pharma plc
-1%
-$51.92 
UPS United Parcel Service, Inc.
-1%
-$55.65 
PPL PPL Corporation
-0.98%
-$22.75 
XOM Exxon Mobil Corporation
-0.97%
-$4,940.37 
SOFI SoFi Technologies, Inc.
-0.97%
-$0.8 
CHWY Chewy Inc.
-0.96%
-$0.44 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$252.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$21.84 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$44.88 
PGR Progressive Corporation
-0.87%
-$16.74 
ATO Atmos Energy Corporation
-0.85%
-$47.36 
TRMB Trimble Inc.
-0.84%
-$12.48 
SR Spire Inc.
-0.83%
-$0.67 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$220.72 
GILD Gilead Sciences Inc.
-0.81%
-$55.64 
PCAR PACCAR Inc.
-0.81%
-$60.48 
KMB Kimberly-Clark Corporation
-0.8%
-$20.24 
ALV Autoliv, Inc.
-0.8%
-$25.74 
FOX Fox Corporation Class B Common Stock
-0.76%
-$69.6 
PYPL PayPal Holdings Inc
-0.76%
-$264 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,434.99 
CVS CVS Health Corporation
-0.75%
-$42.66 
SPGI S&P Global Inc.
-0.74%
-$36.84 
MA Mastercard Incorporated
-0.74%
-$4,764.25 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$6.12 
GSK GSK plc Sponsored ADR
-0.73%
-$1.14 
BLK BlackRock, Inc.
-0.73%
-$39.9 
STAG Stag Industrial Inc.
-0.73%
-$14 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$424.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$16,373.47 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$35.7 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$272.89 
GRWG GrowGeneration Corp.
-0.69%
-$0.02 
DUK Duke Energy Corporation
-0.67%
-$362.88 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$77.55 
AMGN Amgen Inc.
-0.64%
-$37.2 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$795.69 
GS The Goldman Sachs Group, Inc.
-0.63%
-$97.2 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$76.23 
PM Philip Morris International Inc.
-0.61%
-$704.45 
ACGL Arch Capital Group Ltd
-0.6%
-$16.47 
SCHF Schwab International Equity ETF
-0.58%
-$5,444.64 
WEC WEC Energy Group Inc.
-0.57%
-$11.97 
VLTO Veralto Corporation
-0.57%
-$12.96 
SBUX Starbucks Corporation
-0.57%
-$55.2 
LPSN LivePerson, Inc.
-0.56%
$0 
PRU Prudential Financial, Inc.
-0.56%
-$205.62 
WAB Wabtec Corporation
-0.55%
-$1.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$8.64 
USRT iShares Core U.S. REIT ETF
-0.54%
-$28.12 
LMND Lemonade Inc.
-0.54%
-$1.04 
LLY Eli Lilly and Company
-0.53%
-$753.99 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,237.11 
LULU lululemon athletica inc.
-0.51%
-$1.22 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$25.97 
RGA Reinsurance Group of America, Inc.
-0.51%
-$136.73 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$155.3 
PIPR Piper Sandler Companies
-0.5%
-$1.52 
ALL Allstate Corporation
-0.49%
-$20.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$155.76 
IWM iShares Russell 2000 ETF
-0.47%
-$62.55 
DFIV Dimensional International Value ETF
-0.47%
-$103.41 
MGNI Magnite, Inc.
-0.46%
-$12.33 
FIVA Fidelity International Value Factor ETF
-0.46%
-$0.72 
PEP PepsiCo, Inc.
-0.46%
-$627.2 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.44%
-$2,543.97 
M Macy's Inc.
-0.44%
-$2.53 
STNE StoneCo Ltd.
-0.44%
-$0.15 
TRV The Travelers Companies, Inc.
-0.43%
-$163 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$147.6 
TEL TE Connectivity plc
-0.43%
-$11.57 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$19.76 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,054.5 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$586.5 
HD The Home Depot, Inc.
-0.42%
-$510.14 
GL Globe Life Inc.
-0.4%
-$8.03 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$16.38 
AXP American Express Company
-0.38%
-$13.97 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$1.28 
GPC Genuine Parts Company
-0.37%
-$17.02 
ABNB Airbnb, Inc.
-0.37%
-$1.12 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.36%
-$76,215.59 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$122.32 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$113.57 
TFC Truist Financial Corporation
-0.33%
-$17 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$6.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$392.05 
PFGC Performance Food Group Co.
-0.31%
-$20.16 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$683.29 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$316.2 
MLN VanEck Long Muni ETF
-0.29%
-$3,670.1 
COR Cencora, Inc.
-0.28%
-$24.92 
SDY SPDR S&P Dividend ETF
-0.28%
-$134.64 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$242 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$317.46 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$15.64 
FBND Fidelity Total Bond ETF
-0.27%
-$28.2 
VTV Vanguard Value ETF
-0.27%
-$144.55 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$14.1 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,871.86 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$68.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$12.25 
A Agilent Technologies Inc.
-0.24%
-$8.84 
FISV Fiserv, Inc.
-0.24%
-$11.83 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$48.48 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.22%
-$78,851.12 
VB Vanguard Small-Cap ETF
-0.22%
-$43.56 
SCEC Sterling Capital Enhanced Cash ETF
-0.22%
-$955.13 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$200.75 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$2,547.4 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$16.9 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$182.94 
KR Kroger Co.
-0.21%
-$5.88 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$433.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$39.84 
QRVO Qorvo Inc.
-0.19%
-$6.97 
EPD Enterprise Products Partners L.P.
-0.18%
-$10.5 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$22.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$49.21 
FMHI First Trust Municipal High Income Fund
-0.17%
-$161 
MBND SPDR Nuveen Municipal Bond Fund
-0.16%
-$2,784.14 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$51.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$55 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,936.28 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$14.08 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$21.45 
IXUS iShares Core International Stock ETF
-0.15%
-$112.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$27.12 
TPR Tapestry Inc.
-0.14%
-$8.19 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$9.57 
MUB iShares National Muni Bond ETF
-0.11%
-$152.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$20.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$271.7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$20.7 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$270.79 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$14.85 
FMB First Trust Managed Municipal Fund
-0.08%
-$40.12 
WTFC Wintrust Financial Corporation
-0.07%
-$2.53 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$2,377.72 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$19.35 
CLOI VanEck CLO ETF
-0.06%
-$4.14 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$27.15 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$1.16 
VO Vanguard Mid-Cap ETF
-0.05%
-$15.68 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$2,366.58 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$2.24 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$35.16 
V Visa Inc. Class A
-0.04%
-$7.56 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$2.48 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$726.99 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$11.28 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$1.27 
TGT Target Corporation
-0.01%
-$0.36 
UBER Uber Technologies, Inc.
-0.01%
-$0.35 Events
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Dividends
Dividend Analysis
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| Trades 3304 | Longs Won 2162/3304 65% | Profit Factor 6.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,161.69 |
| Average Win $31,299.2 | Best Trade (Aug 14) $6.54M | Sharpe Ratio -14.29 |
| Average Loss -$8,495.93 | Worst Trade (Jun 30) -$1.97M | Z-Score 1.23 (78.09%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $17,544.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 26 | $3,614.76 | $3,597.62 | - | -$17.14 | -0.47% | -0.245% |
| AAL American Airlines Group Inc. | 61 | $838 | $931.47 | - | $93.47 | 11.15% | -1.037% |
| AAPL Apple Inc. | 1,819 | $439,296.74 | $561,907.29 | - | $122,610.55 | 27.91% | -7.354% |
| ABBV AbbVie Inc. | 485 | $80,335.46 | $121,705.9 | - | $41,370.44 | 51.5% | -2.513% |
| ABNB Airbnb, Inc. | 2 | $253.6 | $303.04 | - | $49.44 | 19.5% | -0.368% |
| ABT Abbott Laboratories | 337 | $39,908.83 | $35,620.9 | - | -$4,287.93 | -10.74% | +0.085% |
| ACGL Arch Capital Group Ltd | 27 | $2,552.93 | $2,714.31 | - | $161.38 | 6.32% | -0.603% |
| ACN Accenture plc Class A | 24 | $7,808.01 | $3,982.08 | - | -$3,825.93 | -49% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 277 | $27,873.1 | $34,480.96 | - | $6,607.86 | 23.71% | -0.328% |
| ADAM Adamas Trust, Inc. | 143 | $1,183.45 | $1,297.01 | - | $113.56 | 9.6% | +1.454% |
| ADI Analog Devices, Inc. | 51 | $10,808.71 | $18,737.91 | - | $7,929.2 | 73.36% | +0.202% |
| ADM Archer-Daniels-Midland Co | 52 | $2,630.52 | $4,122.04 | - | $1,491.52 | 56.7% | -1.662% |
| ADP Automatic Data Processing Inc. | 18 | $4,347.43 | $4,796.28 | - | $448.85 | 10.32% | +0.982% |
| AEE Ameren Corporation | 3,249 | $297,485.15 | $356,122.89 | - | $58,637.74 | 19.71% | +0.791% |
| AFL Aflac Inc. | 1,148 | $95,371.8 | $146,347.04 | - | $50,975.24 | 53.45% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 49 | $4,950.87 | $4,771.13 | - | -$179.74 | -3.63% | -0.256% |
| AGNT eXp World Holdings Inc. | 1,098 | $16,896.87 | $4,446.9 | - | -$12,449.97 | -73.68% | +3.846% |
| AJG Arthur J. Gallagher & Co. | 25 | $6,251 | $6,235.5 | - | -$15.5 | -0.25% | -2.745% |
| ALDX Aldeyra Therapeutics Inc. | 600 | $3,132 | $924 | - | -$2,208 | -70.5% | -3.75% |
| ALGN Align Technology, Inc. | 21 | $3,076.29 | $3,552.36 | - | $476.07 | 15.48% | -2.451% |
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FAQ
Which stocks have generated the highest profits for Kyle Jones?
The largest contributions to the portfolio's profits come from the following stocks: BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $9.26M, iShares Core S&P Total U.S. Stock Market ETF - $5.45M, iShares Silver Trust - $4.88M, SPDR Gold MiniShares Trust - $3.42M, and iShares MSCI USA Min Vol Factor ETF - $2.93M. 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: ProShares Ultra Bloomberg Natural Gas - $644,310.7, iShares 20+ Year Treasury Bond ETF - $543,913.93, VanEck Semiconductor ETF - $270,032.04, ProShares Short S&P500 - $252,919.34, and Boeing Company - $64,766.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.07M earned over time. The largest contributors to dividend income include BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $8.81M, S&P 500 Core Premium Income Fund - $2.36M, BondBloxx Bloomberg Five Year Target Duration US Treasury ETF - $1.97M, ProShares Short S&P500 - $1.76M, and SPDR Portfolio Emerging Markets ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Jones's monthly returns?
Kyle Jones'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 Kyle Jones's strategy be considered aggressive or moderate?
Kyle Jones'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 Kyle Jones's strategy?
Kyle Jones'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.
