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:
20.31%
Gain -0.61%
Monthly
0.55%
Yearly
6.85%
Drawdown
8.98%
$362.65M
Equity
Holdings
$362.65M
Investment
$327.88M
$54.94M
Profit -$1.86M
Realized
$20.17M
Unrealized
$34.76M
Dividends
$26.54M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.86M
Win %
67%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$2.92M
Win %
67%
This Month
Compared to last month
Gain
-0.05%
Profit
-$169,240.22
Win %
67%
This Year
Compared to last year
Gain
3.14%
Profit
$11.02M
Win %
67%
NOG Northern Oil and Gas Inc.
+4.6%
+$101.91 
OXY-WT Occidental Petroleum Corporation
+4.13%
+$11.2 
SNDL Sundial Growers Inc.
+3.53%
+$4.27 
FANG Diamondback Energy Inc
+3.34%
+$130.6 
BP BP p.l.c. Sponsored ADR
+3.21%
+$233.25 
KMI Kinder Morgan, Inc.
+3.06%
+$458.28 
RTX RTX Corporation
+2.79%
+$36.54 
OXY Occidental Petroleum Corporation
+2.68%
+$29.25 
NOC Northrop Grumman Corporation
+2.66%
+$13.28 
DVN Devon Energy Corporation
+2.61%
+$128.5 
RPRX Royalty Pharma plc
+2.42%
+$127.16 
OKE ONEOK, Inc.
+2.4%
+$119.9 
SLB Schlumberger Limited
+2.28%
+$111.61 
PM Philip Morris International Inc.
+2.09%
+$2,498.45 
CVX Chevron Corporation
+2%
+$1,425.12 
XLE Energy Select Sector SPDR Fund
+1.95%
+$197.6 
IXC iShares Global Energy ETF
+1.95%
+$727.75 
PEP PepsiCo, Inc.
+1.92%
+$2,420.6 
IYE iShares U.S. Energy ETF
+1.91%
+$994.28 
WEC WEC Energy Group Inc.
+1.86%
+$37.43 
F Ford Motor Company
+1.83%
+$67.28 
TJX The TJX Companies, Inc.
+1.8%
+$234.9 
AEE Ameren Corporation
+1.79%
+$6,043.14 
DUK Duke Energy Corporation
+1.7%
+$870.48 
ATO Atmos Energy Corporation
+1.69%
+$88.64 
EPD Enterprise Products Partners L.P.
+1.69%
+$90 
SO The Southern Company
+1.65%
+$230.1 
PPL PPL Corporation
+1.65%
+$37.05 
XOM Exxon Mobil Corporation
+1.64%
+$9,234.97 
ROK Rockwell Automation, Inc.
+1.63%
+$61.83 
ET Energy Transfer L.P.
+1.5%
+$74.35 
GD General Dynamics Corporation
+1.47%
+$69.16 
MDLZ Mondelez International, Inc.
+1.46%
+$376.28 
PPC Pilgrim's Pride Corporation
+1.42%
+$29.93 
BUD Anheuser-Busch InBev S.A. ADR
+1.42%
+$5.75 
MO Altria Group, Inc.
+1.38%
+$678.3 
NEM Newmont Corporation
+1.34%
+$21.77 
USB U.S. Bancorp
+1.28%
+$452.76 
KO The Coca-Cola Company
+1.21%
+$1,827.06 
SR Spire Inc.
+1.2%
+$0.97 
GE General Electric Company
+1.19%
+$163.24 
ALL Allstate Corporation
+1.17%
+$44.88 
PSX Phillips 66
+1.17%
+$88.01 
CMCSA Comcast Corp
+1.15%
+$5.87 
VTRS Viatris Inc.
+1.12%
+$16.81 
GSK GSK plc Sponsored ADR
+1.08%
+$1.59 
TFC Truist Financial Corporation
+1.06%
+$49.5 
MRK Merck & Co., Inc.
+0.96%
+$218.4 
NEE NextEra Energy, Inc.
+0.94%
+$23.68 
CRH CRH plc
+0.94%
+$28.49 
HD The Home Depot, Inc.
+0.93%
+$1,056.96 
ACGL Arch Capital Group Ltd
+0.91%
+$24.3 
HWM Howmet Aerospace Inc.
+0.87%
+$34.47 
KR Kroger Co.
+0.86%
+$26.46 
KHC The Kraft Heinz Company
+0.86%
+$27.4 
VZ Verizon Communications Inc.
+0.83%
+$24.05 
PSA Public Storage Common Stock
+0.83%
+$85.93 
SUN Sunoco L.P.
+0.83%
+$105.6 
ZTS Zoetis Inc.
+0.82%
+$12.9 
ITA iShares U.S. Aerospace & Defense ETF
+0.82%
+$25.43 
IYK iShares U.S. Consumer Staples ETF
+0.8%
+$217.16 
PG Procter & Gamble Co
+0.77%
+$308.48 
LIN Linde plc
+0.76%
+$41.03 
HON Honeywell International Inc.
+0.75%
+$77.46 
IVT InvenTrust Properties Corp.
+0.74%
+$62.92 
PGR Progressive Corporation
+0.73%
+$14.13 
POR Portland General Electric Company
+0.73%
+$17.6 
MNST Monster Beverage Corporation
+0.72%
+$9.1 
FERG Ferguson Enterprises Inc
+0.71%
+$11.41 
JNJ Johnson & Johnson
+0.71%
+$123.51 
JPM JPMorgan Chase & Co.
+0.68%
+$421.36 
GRMN Garmin Ltd.
+0.66%
+$169.2 
PCAR PACCAR Inc.
+0.65%
+$40.32 
FMBH First Mid Bancshares Inc.
+0.65%
+$80.64 
MRSH Marsh & McLennan Companies, Inc.
+0.64%
+$14.34 
LOW Lowe's Companies Inc.
+0.64%
+$505 
FISV Fiserv, Inc.
+0.64%
+$27.3 
WMT Walmart Inc.
+0.63%
+$4,386.72 
XYL Xylem Inc.
+0.62%
+$1.28 
PHIN Phinia Inc.
+0.61%
+$1.05 
AFL Aflac Inc.
+0.59%
+$803.6 
SPLV Invesco S&P 500 Low Volatility ETF
+0.58%
+$1,241.41 
CI The Cigna Group
+0.58%
+$114.84 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$270.27 
DOW Dow Inc.
+0.56%
+$8.41 
ABBV AbbVie Inc.
+0.55%
+$756.6 
TXN Texas Instruments Inc
+0.55%
+$33.44 
LLY Eli Lilly and Company
+0.54%
+$826.56 
AJG Arthur J. Gallagher & Co.
+0.53%
+$33 
KMB Kimberly-Clark Corporation
+0.52%
+$12.54 
FOX Fox Corporation Class B Common Stock
+0.49%
+$48.72 
TPR Tapestry Inc.
+0.48%
+$22.62 
BUSE First Busey Corporation
+0.44%
+$9.23 
C Citigroup Inc.
+0.44%
+$29.98 
CNA CNA Financial Corporation
+0.42%
+$11.8 
NKE Nike, Inc. - Class B
+0.4%
+$3.9 
ITW Illinois Tool Works Inc.
+0.4%
+$37.45 
WDIV SPDR S&P Global Dividend ETF
+0.39%
+$100.05 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$19.04 
GEV GE Vernova Inc.
+0.36%
+$33.35 
ALV Autoliv, Inc.
+0.36%
+$10.79 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.35%
+$107.08 
DFIV Dimensional International Value ETF
+0.34%
+$72.85 
M Macy's Inc.
+0.33%
+$1.84 
TRV The Travelers Companies, Inc.
+0.33%
+$126 
V Visa Inc. Class A
+0.32%
+$68.58 
SPGI S&P Global Inc.
+0.3%
+$15.42 
AAPL Apple Inc.
+0.3%
+$1,873.57 
T AT&T Inc.
+0.3%
+$261.31 
DIV Global X SuperDividend U.S. ETF
+0.29%
+$85.42 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.28%
+$0.91 
SDY SPDR S&P Dividend ETF
+0.28%
+$131.58 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.22%
+$4.16 
RCL Royal Caribbean Group
+0.21%
+$131.57 
MCK McKesson Corporation
+0.2%
+$13.79 
PAG Penske Automotive Group Inc.
+0.19%
+$5.33 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.18%
+$228.28 
SPIP SPDR Portfolio TIPS ETF
+0.18%
+$14.36 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.18%
+$9.18 
FLO Flowers Foods, Inc.
+0.16%
+$9.73 
BLK BlackRock, Inc.
+0.16%
+$8.8 
PFE Pfizer Inc.
+0.15%
+$28.53 
ADM Archer-Daniels-Midland Co
+0.13%
+$5.72 
EFV iShares MSCI EAFE Value ETF
+0.13%
+$287.7 
STLA Stellantis N.V.
+0.12%
+$2.62 
DGRO iShares Core Dividend Growth ETF
+0.12%
+$99 
ADP Automatic Data Processing Inc.
+0.11%
+$5.49 
GPC Genuine Parts Company
+0.1%
+$5.18 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$6.37 
ADI Analog Devices, Inc.
+0.09%
+$17.59 
MEAR iShares Short Maturity Bond ETF
+0.07%
+$36.11 
VYMI Vanguard International High Dividend Yield Index Fund
+0.07%
+$3.43 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$139.56 
ICE Intercontinental Exchange, Inc.
+0.06%
+$7.4 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.06%
+$726.11 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$32.04 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.05%
+$53,324.93 
USRT iShares Core U.S. REIT ETF
+0.05%
+$2.28 
CLOI VanEck CLO ETF
+0.05%
+$3.45 
BNY BlackRock New York Municipal Income Trust
+0.04%
+$2.64 
FMHI First Trust Municipal High Income Fund
+0.04%
+$37.3 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$42.16 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.04%
+$12.76 
FIVA Fidelity International Value Factor ETF
+0.04%
+$0.06 
SHV iShares Short Treasury Bond ETF
+0.04%
+$1.72 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$0.53 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.03%
+$726.99 
RGA Reinsurance Group of America, Inc.
+0.03%
+$7.91 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$13.57 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.02%
+$71.26 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$1,183.17 
VNQ Vanguard Real Estate ETF
+0.02%
+$0.32 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$54.34 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.02%
+$17.58 
CLOX Eldridge AAA CLO ETF
+0.02%
+$1.29 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$2.79 
VTV Vanguard Value ETF
+0.02%
+$9.8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$594.43 
GMUB Goldman Sachs Municipal Income ETF
+0.01%
+$207.87 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.01%
+$2.84 
VRIG Invesco Variable Rate Investment Grade ETF
0%
+$0.13 
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 
LPSN LivePerson, Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SPR Spirit AeroSystems Holdings, Inc.
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 
RIOT Riot Platforms, Inc.
-9.19%
-$35.62 
ALDX Aldeyra Therapeutics Inc.
-8.4%
-$37.14 
PANW Palo Alto Networks, Inc.
-7.9%
-$321.75 
FTNT Fortinet Inc.
-7.87%
-$444.07 
IOT Samsara Inc. Class A Common Stock
-7.77%
-$82.75 
PLTR Palantir Technologies Inc.
-7.28%
-$730 
RKLB Rocket Lab Corporation
-7.04%
-$54.46 
HNRG Hallador Energy Company
-6.73%
-$85.5 
FLEX Flex Ltd.
-6.6%
-$403 
SANA Sana Biotechnology, Inc.
-6.46%
-$32 
REPL Replimune Group Inc.
-6.38%
-$112.5 
PLUG Plug Power Inc.
-6.04%
-$0.18 
NOW ServiceNow, Inc.
-5.49%
-$122.25 
HRZN Horizon Technology Finance Corporation
-5.45%
-$19.75 
TEAM Atlassian Corporation Class A
-5.37%
-$23.34 
RGEN Repligen Corporation
-5.28%
-$486 
BKSY BlackSky Technology Inc.
-5.26%
-$314.28 
IGV iShares Expanded Tech-Software Sector ETF
-5.09%
-$195.12 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.99%
-$5.17 
INTC Intel Corporation
-4.68%
-$209.85 
CORT Corcept Therapeutics Incorporated
-4.66%
-$264 
DOCU DocuSign Inc.
-4.32%
-$3.35 
LMND Lemonade Inc.
-4.31%
-$7.9 
ORCL Oracle Corporation
-4.29%
-$9,166.35 
USAR USA Rare Earth, Inc.
-4.28%
-$47.5 
UI Ubiquiti Inc.
-3.9%
-$192.96 
MU Micron Technology, Inc.
-3.9%
-$7,473.68 
ANET Arista Networks, Inc.
-3.77%
-$174.75 
DBX Dropbox Inc.
-3.69%
-$270 
RIVN Rivian Automotive, Inc.
-3.65%
-$2.37 
MGNI Magnite, Inc.
-3.64%
-$121.93 
RBLX Roblox Corporation
-3.52%
-$3.6 
LRCX Lam Research Corporation
-3.51%
-$379.47 
DELL Dell Technologies Inc.
-3.45%
-$734.85 
FSK FS KKR Capital Corp.
-3.4%
-$2,550.62 
WDAY Workday Inc.
-3.4%
-$86.84 
META Meta Platforms Inc Class A
-3.38%
-$1,421.58 
JBHT J.B. Hunt Transport Services, Inc.
-3.34%
-$204.36 
AVGO Broadcom Inc.
-3.29%
-$3,523.63 
SOFI SoFi Technologies, Inc.
-3.28%
-$2.48 
TDOC Teladoc Health Inc.
-3.27%
-$0.78 
GLW Corning Incorporated
-3.26%
-$7,689.53 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-3.15%
-$3,064.32 
SE Sea Ltd.
-3.11%
-$3.03 
CRM Salesforce Inc
-3.06%
-$150.8 
HPQ HP Inc.
-3.02%
-$369.21 
SNX TD Synnex Corporation
-2.8%
-$143 
Z Zillow Group Inc.
-2.8%
-$176 
ETSY Etsy Inc.
-2.76%
-$9.84 
TSLA Tesla, Inc.
-2.7%
-$12,824.8 
DAL Delta Air Lines, Inc.
-2.61%
-$2.04 
MSFT Microsoft Corp.
-2.59%
-$77,240.68 
XYZ Block, Inc.
-2.59%
-$361.37 
IWP iShares Russell Mid-Cap Growth ETF
-2.44%
-$2,993.75 
AGNT eXp World Holdings Inc.
-2.43%
-$104.31 
VBK Vanguard Small-Cap Growth ETF
-2.42%
-$137.62 
NOK Nokia Corporation Sponsored ADR
-2.4%
-$57.5 
CHWY Chewy Inc.
-2.39%
-$1.02 
AAL American Airlines Group Inc.
-2.32%
-$17.39 
CCJ Cameco Corporation
-2.31%
-$53.76 
VRT Vertiv Holdings Co
-2.3%
-$142.97 
GOOGL Alphabet Inc
-2.25%
-$2,737.02 
SMH VanEck Semiconductor ETF
-2.24%
-$426.02 
BTX BlackRock Technology and Private Equity Fund
-2.19%
-$256.5 
GOOG Alphabet Inc
-2.14%
-$746.39 
URA Global X Uranium ETF
-2.13%
-$265.65 
QQQM Invesco NASDAQ 100 ETF
-2.12%
-$190.5 
QQQ Invesco QQQ Trust, Series 1
-2.07%
-$888.54 
DE Deere & Company
-2.01%
-$561.58 
ADAM Adamas Trust, Inc.
-1.99%
-$22.16 
VOT Vanguard Mid-Cap Growth ETF
-1.92%
-$390.19 
IWF iShares Russell 1000 Growth ETF
-1.91%
-$767.88 
ETN Eaton Corporation plc
-1.9%
-$535.5 
CSCO Cisco Systems, Inc.
-1.88%
-$5,584.86 
CWB SPDR Bloomberg Convertible Securities ETF
-1.87%
-$562.38 
IWY iShares Russell Top 200 Growth ETF
-1.87%
-$16,269.31 
VONG Vanguard Russell 1000 Growth Fund
-1.87%
-$380.01 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.85%
-$64.09 
RMR RMR Group Inc.
-1.84%
-$0.34 
VUG Vanguard Growth ETF
-1.84%
-$356.4 
AMZN Amazon.com Inc
-1.84%
-$8,302.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.84%
-$1,058.64 
CGNX Cognex Corporation
-1.83%
-$89.76 
TRMB Trimble Inc.
-1.8%
-$28.6 
PWR Quanta Services Inc.
-1.77%
-$56.88 
ASIX AdvanSix Inc.
-1.76%
-$0.58 
LUV Southwest Airlines Co.
-1.73%
-$724.74 
UBER Uber Technologies, Inc.
-1.73%
-$43.05 
CDNS Cadence Design Systems, Inc.
-1.72%
-$22.32 
ILCG iShares Morningstar Growth ETF
-1.7%
-$115.94 
LULU lululemon athletica inc.
-1.7%
-$3.36 
MPWR Monolithic Power Systems, Inc.
-1.69%
-$126.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.69%
-$830.07 
EEM iShares MSCI Emerging Markets ETF
-1.62%
-$26,354.21 
IWM iShares Russell 2000 ETF
-1.61%
-$199.35 
IQV IQVIA Holdings Inc.
-1.6%
-$78.3 
VTWO Vanguard Russell 2000 ETF
-1.6%
-$2,087.94 
CTSH Cognizant Technology Solutions Corporation
-1.56%
-$46.12 
FIX Comfort Systems USA, Inc.
-1.55%
-$23.04 
VRSN Verisign Inc.
-1.55%
-$47 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.53%
-$264 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$40,375.37 
CNC Centene Corporation
-1.51%
-$1,063.93 
SCHA Schwab U.S. Small-Cap ETF
-1.51%
-$61.74 
FDS FactSet Research Systems Inc.
-1.5%
-$31.64 
RMD ResMed Inc.
-1.48%
-$485.32 
STNE StoneCo Ltd.
-1.45%
-$0.49 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-1.43%
-$35.25 
TGT Target Corporation
-1.41%
-$39.78 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.4%
-$341.63 
UNH UnitedHealth Group Incorporated
-1.4%
-$982.64 
GRWG GrowGeneration Corp.
-1.34%
-$0.04 
VB Vanguard Small-Cap ETF
-1.34%
-$254.1 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$408,361.38 
QCOM QUALCOMM Incorporated
-1.32%
-$80.32 
A Agilent Technologies Inc.
-1.29%
-$59.02 
GS The Goldman Sachs Group, Inc.
-1.26%
-$168.6 
TMO Thermo Fisher Scientific Inc.
-1.24%
-$68.88 
ALGN Align Technology, Inc.
-1.2%
-$37.48 
TROW T. Rowe Price Group, Inc.
-1.18%
-$120 
MKZR Mackenzie Realty Capital Inc.
-1.17%
-$2.25 
UTHR United Therapeutics Corporation
-1.16%
-$81.38 
MGC Vanguard Mega Cap ETF
-1.15%
-$65.4 
SCHB Schwab U.S. Broad Market ETF
-1.15%
-$46,841.12 
OEF iShares S&P 100 ETF
-1.14%
-$149.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.11%
-$741.63 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.1%
-$586,096.53 
CATH Global X S&P 500 Catholic Values ETF
-1.1%
-$467.49 
DFAS Dimensional U.S. Small Cap ETF
-1.09%
-$140.22 
SCHX Schwab U.S. Large-Cap ETF
-1.09%
-$117.81 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.09%
-$50.31 
PRU Prudential Financial, Inc.
-1.08%
-$373.99 
STE STERIS plc
-1.07%
-$33.6 
GTX Garrett Motion Inc.
-1.06%
-$1.82 
IBM International Business Machines Corporation
-1.06%
-$3,035.52 
ABNB Airbnb, Inc.
-1.06%
-$3.68 
CC Chemours Co.
-1.05%
-$0.14 
KKR KKR & Co. Inc.
-1.04%
-$206.79 
EMR Emerson Electric Co.
-1.04%
-$4,162.45 
IVV iShares Core S&P 500 ETF
-1.04%
-$27,863.32 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$397.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.02%
-$1,890.69 
VOO Vanguard S&P 500 ETF
-1.02%
-$4,612.73 
SPY SPDR S&P 500 ETF Trust
-1.02%
-$254,773.39 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.01%
-$91 
AMP Ameriprise Financial, Inc.
-1.01%
-$45.72 
IJH iShares Core S&P Mid-Cap ETF
-0.99%
-$188.64 
INFY Infosys Limited
-0.95%
-$34.5 
FLR Fluor Corporation
-0.94%
-$45 
SPYC Simplify US Equity PLUS Convexity ETF
-0.94%
-$3 
MS Morgan Stanley
-0.94%
-$852.5 
DECZ TrueShares Structured Outcome December ETF
-0.93%
-$54.8 
JCI Johnson Controls International plc
-0.92%
-$43.36 
WTPI WisdomTree Equity Premium Income Fund
-0.9%
-$2,152.2 
RC Ready Capital Corporation
-0.89%
-$1.39 
DFUS Dimensional U.S. Equity Market ETF
-0.89%
-$426.75 
NWS News Corporation
-0.89%
-$37.76 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.88%
-$13.5 
GPIX S&P 500 Core Premium Income Fund
-0.86%
-$272,722.38 
QUAL iShares MSCI USA Quality Factor ETF
-0.83%
-$350.61 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.83%
-$318.34 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.81%
-$2.71 
SEPZ TrueShares Structured Outcome September ETF
-0.81%
-$11.67 
IRM Iron Mountain Inc.
-0.81%
-$20.02 
KD Kyndryl Holdings Inc.
-0.8%
-$12.81 
GILD Gilead Sciences Inc.
-0.78%
-$63.96 
VO Vanguard Mid-Cap ETF
-0.75%
-$239.12 
SYY Sysco Corporation
-0.73%
-$25.2 
YUM Yum! Brands, Inc.
-0.73%
-$3.29 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.71%
-$20.04 
MOAT VanEck Morningstar Wide Moat Fund
-0.71%
-$48.98 
AOA iShares Core Aggressive Allocation ETF
-0.69%
-$30.37 
PAYX Paychex Inc.
-0.68%
-$57.38 
NVDA NVIDIA Corporation
-0.68%
-$1,974.21 
REZI Resideo Technologies Inc.
-0.66%
-$1.21 
IJS iShares S&P Small-Cap 600 Value ETF
-0.66%
-$28.05 
UPS United Parcel Service, Inc.
-0.64%
-$33.12 
VLTO Veralto Corporation
-0.64%
-$15.48 
PFGC Performance Food Group Co.
-0.62%
-$33.88 
IWS iShares Russell Mid-Cap Value ETF
-0.62%
-$1,359.99 
SLV iShares Silver Trust
-0.62%
-$1,774.72 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.61%
-$219.81 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.61%
-$71.76 
WAB Wabtec Corporation
-0.61%
-$1.75 
SIVR abrdn Physical Silver Shares ETF
-0.6%
-$1,163.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$164.92 
IXUS iShares Core International Stock ETF
-0.57%
-$429.07 
TTEK Tetra Tech, Inc.
-0.56%
-$9.16 
CSX CSX Corporation
-0.56%
-$43.2 
USMV iShares MSCI USA Min Vol Factor ETF
-0.55%
-$3,578.4 
MLN VanEck Long Muni ETF
-0.54%
-$6,606.18 
PIPR Piper Sandler Companies
-0.52%
-$1.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$100.43 
UNP Union Pacific Corporation
-0.51%
-$395.43 
DD DuPont de Nemours, Inc.
-0.5%
-$1.58 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$925.8 
IEX IDEX Corporation
-0.46%
-$16.35 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.45%
-$210.98 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.45%
-$86.68 
BAR GraniteShares Gold Trust
-0.43%
-$819 
GLDM SPDR Gold MiniShares Trust
-0.41%
-$1,518.1 
GLD SPDR Gold Shares
-0.41%
-$780.29 
GJUL FT Vest US Equity Moderate Class B
-0.39%
-$4.2 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.39%
-$21.99 
IAUM iShares Gold Trust Micro
-0.39%
-$427.84 
IWD iShares Russell 1000 Value ETF
-0.38%
-$141.12 
PLD Prologis Inc.
-0.37%
-$19.74 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
-0.37%
-$11.12 
AOK iShares Core Conservative Allocation ETF
-0.36%
-$8.41 
MA Mastercard Incorporated
-0.35%
-$2,449.39 
TYA Simplify Intermediate Term Treasury ETF
-0.35%
-$2.72 
ERIE Erie Indemnity Company
-0.33%
-$4.77 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.33%
-$7,504.53 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$10 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.33%
-$710.33 
BAC Bank of America Corporation
-0.32%
-$12.37 
WTFC Wintrust Financial Corporation
-0.31%
-$10.35 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.31%
-$21.08 
MBND SPDR Nuveen Municipal Bond Fund
-0.31%
-$5,055.75 
BA Boeing Company
-0.3%
-$285 
SBUX Starbucks Corporation
-0.29%
-$26.22 
DFAT Dimensional US Targeted Value ETF
-0.29%
-$39 
SHYD VanEck Short High Yield Municipal Fund
-0.29%
-$74.23 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.29%
-$0.96 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.28%
-$24.64 
IWX iShares Russell Top 200 Value ETF
-0.28%
-$1,437.66 
SCHF Schwab International Equity ETF
-0.28%
-$2,552.18 
NBOS Neuberger Berman Option Strategy ETF
-0.28%
-$23.6 
CVS CVS Health Corporation
-0.28%
-$13.77 
AXP American Express Company
-0.26%
-$9.13 
COR Cencora, Inc.
-0.26%
-$25.2 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
-0.26%
-$13.27 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.26%
-$19.26 
NSC Norfolk Southern Corporation
-0.25%
-$27.06 
GL Globe Life Inc.
-0.24%
-$4.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.23%
-$79.75 
DFUV Dimensional US Marketwide Value ETF
-0.22%
-$63.12 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
-0.21%
-$22.27 
SCCO Southern Copper Corporation
-0.2%
-$19.09 
IUSV iShares Core S&P U.S. Value ETF
-0.19%
-$176.66 
PHM PulteGroup Inc.
-0.19%
-$5.88 
TEL TE Connectivity plc
-0.18%
-$5.07 
BMY Bristol-Myers Squibb Company
-0.18%
-$0.66 
ACN Accenture plc Class A
-0.17%
-$8.88 
GEHC GE HealthCare Technologies Inc.
-0.16%
-$1.61 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.15%
-$2.91 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.15%
-$809.45 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$164.19 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$23.73 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$41.8 
BWA BorgWarner Inc.
-0.13%
-$1.43 
MUB iShares National Muni Bond ETF
-0.13%
-$165.49 
VGLT Vanguard Long-Term Treasury Fund
-0.13%
-$15.02 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.12%
-$24,657.99 
SCEC Sterling Capital Enhanced Cash ETF
-0.12%
-$503.61 
FBND Fidelity Total Bond ETF
-0.11%
-$11.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.11%
-$64.3 
IEF iShares 7-10 Year Treasury Bond ETF
-0.11%
-$122.1 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.1%
-$249.75 
FMB First Trust Managed Municipal Fund
-0.1%
-$50.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$4.66 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.09%
-$33.24 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$3,035.11 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$6.76 
BMO Bank of Montreal
-0.08%
-$0.84 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$17.25 
DIS The Walt Disney Company
-0.07%
-$53.44 
FLMI Franklin Dynamic Municipal Bond ETF
-0.06%
-$52.35 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$22.93 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$7.05 
CAT Caterpillar Inc.
-0.06%
-$48.56 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.04%
-$14,602.06 
MCD McDonald's Corporation
-0.04%
-$56.7 
CTVA Corteva Inc.
-0.04%
-$0.01 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$1.18 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.02%
-$1.12 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$15.24 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.01%
-$4.92 
AMGN Amgen Inc.
-0.01%
-$0.9 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.01%
-$127.37 
ABT Abbott Laboratories
-0.01%
-$3.37 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$2.02 
PYPL PayPal Holdings Inc
-0.01%
-$3 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$115.01 Events
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Dividends
Dividend Analysis
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| Trades 3304 | Longs Won 2126/3304 64% | Profit Factor 5.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,845.86 |
| Average Win $31,036.47 | Best Trade (Oct 15) $6.12M | Sharpe Ratio -14.29 |
| Average Loss -$9,378.75 | Worst Trade (Oct 15) -$2.01M | Z-Score -0.82 (58.51%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $16,626.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 26 | $3,614.76 | $4,505.28 | - | $890.52 | 24.64% | -1.293% |
| AAL American Airlines Group Inc. | 61 | $838 | $731.69 | - | -$106.31 | -12.69% | -2.321% |
| AAPL Apple Inc. | 1,819 | $439,296.74 | $623,971.57 | - | $184,674.83 | 42.04% | +0.301% |
| ABBV AbbVie Inc. | 485 | $80,335.46 | $138,205.6 | - | $57,870.14 | 72.04% | +0.55% |
| ABNB Airbnb, Inc. | 2 | $253.6 | $344.88 | - | $91.28 | 35.99% | -1.056% |
| ABT Abbott Laboratories | 337 | $39,908.83 | $35,273.79 | - | -$4,635.04 | -11.61% | -0.01% |
| ACGL Arch Capital Group Ltd | 27 | $2,552.93 | $2,705.67 | - | $152.74 | 5.98% | +0.906% |
| ACN Accenture plc Class A | 24 | $7,808.01 | $5,389.2 | - | -$2,418.81 | -30.98% | -0.165% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 277 | $27,873.1 | $35,212.24 | - | $7,339.14 | 26.33% | -0.094% |
| ADAM Adamas Trust, Inc. | 143 | $1,183.45 | $1,091.8 | - | -$91.65 | -7.74% | -1.99% |
| ADI Analog Devices, Inc. | 51 | $10,808.71 | $20,619.04 | - | $9,810.33 | 90.76% | +0.085% |
| ADM Archer-Daniels-Midland Co | 52 | $2,630.52 | $4,318.08 | - | $1,687.56 | 64.15% | +0.133% |
| ADP Automatic Data Processing Inc. | 18 | $4,347.43 | $5,147.19 | - | $799.76 | 18.4% | +0.107% |
| AEE Ameren Corporation | 3,249 | $297,485.15 | $343,159.38 | - | $45,674.23 | 15.35% | +1.793% |
| AFL Aflac Inc. | 1,148 | $95,371.8 | $136,325 | - | $40,953.2 | 42.94% | +0.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 49 | $4,950.87 | $4,670.43 | - | -$280.44 | -5.66% | -0.1% |
| AGNT eXp World Holdings Inc. | 1,098 | $16,896.87 | $4,188.87 | - | -$12,708 | -75.21% | -2.43% |
| AJG Arthur J. Gallagher & Co. | 25 | $6,251 | $6,285.5 | - | $34.5 | 0.55% | +0.528% |
| ALDX Aldeyra Therapeutics Inc. | 600 | $3,132 | $405.06 | - | -$2,726.94 | -87.07% | -8.399% |
| ALGN Align Technology, Inc. | 21 | $3,076.29 | $3,098.65 | - | $22.36 | 0.73% | -1.195% |
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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 - $9.92M, iShares Core S&P Total U.S. Stock Market ETF - $5.6M, 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 - $543,825.51, 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 $26.54M earned over time. The largest contributors to dividend income include BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $9.47M, S&P 500 Core Premium Income Fund - $2.59M, BondBloxx Bloomberg Five Year Target Duration US Treasury ETF - $2.09M, 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.
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