Kevin Orr Portfolio
Invests via Centennial Bank/AR/ | Managed by Kevin Orr
Invests via Centennial Bank/AR/
Managed by Kevin Orr
Automatically Tracked
Kevin Orr Profile
Seasoned municipal turnaround executive and public-finance specialist with experience leading high-profile restructurings; served as emergency manager overseeing municipal bankruptcy and creditor negotiations. Kevin Orr brings legal and investment-banking experience in debt restructuring, stakeholder engagement and operational stabilization, often working with pension issues, bondholders and state authorities. Market relevance: credibility in distressed muni advisory and restructurings.
Seasoned municipal turnaround executive and public-finance specialist with experience leading high-profile restructurings; served as emergency manager overseeing municipal bankruptcy and creditor negotiations. Kevin Orr brings legal and investment-banking experience in debt restructuring, stakeholder engagement and operational stabilization, often working with pension issues, bondholders and state authorities. Market relevance: credibility in distressed muni advisory and restructurings.
Investment Philosophy & Strategy
Adopts a creditor-aware, stabilization-first approach to municipal investing, prioritizing capital preservation through structured debt workouts, cash-flow analysis and legal-led restructuring playbooks. Favors long-horizon engagement in distressed public issuers where operational fixes and stakeholder alignment can unlock value. Allocates capital selectively into restructured claims and interim financing with disciplined risk controls, transparent governance, and active negotiation to optimize recovery outcomes while balancing pension and bondholder interests.
Adopts a creditor-aware, stabilization-first approach to municipal investing, prioritizing capital preservation through structured debt workouts, cash-flow analysis and legal-led restructuring playbooks. Favors long-horizon engagement in distressed public issuers where operational fixes and stakeholder alignment can unlock value. Allocates capital selectively into restructured claims and interim financing with disciplined risk controls, transparent governance, and active negotiation to optimize recovery outcomes while balancing pension and bondholder interests.
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:
61.9%
Gain -0.58%
Monthly
1.14%
Yearly
14.59%
Drawdown
16.43%
$309.57M
Equity
Holdings
$309.57M
Investment
$239.25M
$103.89M
Profit -$1.37M
Realized
$33.57M
Unrealized
$70.32M
Dividends
$16.13M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.37M
Win %
73%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$2.58M
Win %
73%
This Month
Compared to last month
Gain
0.43%
Profit
$1.32M
Win %
73%
This Year
Compared to last year
Gain
-0.45%
Profit
-$1.28M
Win %
74%
CRGY Crescent Energy Inc.
+4.52%
+$2,153.78 
HONA Honeywell Aerospace Inc.
+3.63%
+$3,982 
KMI Kinder Morgan, Inc.
+2.94%
+$356.08 
OXY-WT Occidental Petroleum Corporation
+2.74%
+$3.18 
SLB Schlumberger Limited
+2.72%
+$98.62 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$469.5 
COP ConocoPhillips
+2.61%
+$18,739.89 
NOC Northrop Grumman Corporation
+2.6%
+$3,247.5 
DTM Dt Midstream Inc.
+2.57%
+$534.62 
LMT Lockheed Martin Corporation
+2.36%
+$10,248.95 
RTX RTX Corporation
+2.32%
+$10,026.85 
SHEL Shell plc
+2.23%
+$496.65 
OKE ONEOK, Inc.
+2.12%
+$3,501.57 
HAL Halliburton Company
+2.11%
+$1,390 
PEP PepsiCo, Inc.
+1.99%
+$12,234.24 
OXY Occidental Petroleum Corporation
+1.96%
+$34.51 
UL Unilever PLC Sponsored American Depositary Receipt
+1.93%
+$33.75 
AEP American Electric Power Company, Inc.
+1.91%
+$9,084.37 
PM Philip Morris International Inc.
+1.9%
+$20,934.2 
AEE Ameren Corporation
+1.9%
+$591 
EXC Exelon Corporation
+1.84%
+$52.26 
CVX Chevron Corporation
+1.82%
+$33,751.41 
XLE Energy Select Sector SPDR Fund
+1.81%
+$25,127.87 
NEM Newmont Corporation
+1.76%
+$91.58 
SO The Southern Company
+1.74%
+$19,373.45 
TJX The TJX Companies, Inc.
+1.74%
+$3,970.82 
WY Weyerhaeuser Company
+1.7%
+$530.31 
NUE Nucor Corporation
+1.66%
+$4,295.96 
MDLZ Mondelez International, Inc.
+1.63%
+$5,446.81 
EVRG Evergy Inc.
+1.62%
+$1,029.53 
USB U.S. Bancorp
+1.62%
+$191.58 
DUK Duke Energy Corporation
+1.61%
+$5,068.8 
ATO Atmos Energy Corporation
+1.6%
+$319.64 
ED Consolidated Edison, Inc.
+1.58%
+$12,755.94 
CNP CenterPoint Energy Inc.
+1.54%
+$29.52 
XOM Exxon Mobil Corporation
+1.52%
+$14,854.73 
GD General Dynamics Corporation
+1.48%
+$5,971.02 
LHX L3Harris Technologies, Inc.
+1.47%
+$92.17 
COF Capital One Financial Corporation
+1.44%
+$1,235.52 
AMT American Tower Corporation
+1.38%
+$175.7 
MO Altria Group, Inc.
+1.38%
+$7,789.74 
TSN Tyson Foods Inc.
+1.38%
+$149 
AIG American International Group Inc.
+1.37%
+$10,614.56 
LNT Alliant Energy Corporation
+1.37%
+$6,808 
TMUS T-Mobile US, Inc.
+1.36%
+$6,533.12 
KO The Coca-Cola Company
+1.33%
+$4,033.93 
WHR Whirlpool Corporation
+1.32%
+$5.18 
C Citigroup Inc.
+1.29%
+$310.05 
ALL Allstate Corporation
+1.25%
+$4,485 
COST Costco Wholesale Corporation
+1.23%
+$21,054.44 
GSK GSK plc Sponsored ADR
+1.21%
+$97.58 
JPM JPMorgan Chase & Co.
+1.21%
+$16,947.48 
HLN Haleon Plc - ADR
+1.21%
+$8.52 
XLU Utilities Select Sector SPDR Fund
+1.19%
+$12,635.37 
TFC Truist Financial Corporation
+1.17%
+$87.75 
MET MetLife Inc.
+1.17%
+$234 
NEE NextEra Energy, Inc.
+1.15%
+$3,084.24 
PSX Phillips 66
+1.14%
+$3,706.87 
GE General Electric Company
+1.12%
+$213.5 
DTE DTE Energy Company
+1.1%
+$493.5 
MRK Merck & Co., Inc.
+1.06%
+$10,858.54 
BLK BlackRock, Inc.
+1.05%
+$1,711.72 
WFC Wells Fargo & Company
+1.04%
+$1,899.74 
WMB The Williams Companies, Inc.
+1.03%
+$822.18 
LIN Linde plc
+1.02%
+$10,605 
XEL Xcel Energy Inc.
+1.02%
+$724.46 
VZ Verizon Communications Inc.
+1%
+$2,803.95 
TXN Texas Instruments Inc
+0.99%
+$6,463.45 
CMI Cummins Inc.
+0.97%
+$308.7 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.95%
+$242.5 
HOMB Home BancShares Inc.
+0.92%
+$29,453.69 
KR Kroger Co.
+0.91%
+$177.84 
O Realty Income Corporation
+0.88%
+$473.34 
PG Procter & Gamble Co
+0.87%
+$2,428.96 
DOW Dow Inc.
+0.86%
+$76.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.85%
+$22,219.24 
XLB Materials Select Sector SPDR Fund
+0.84%
+$8,532.3 
LLY Eli Lilly and Company
+0.83%
+$4,403.43 
CL Colgate-Palmolive Company
+0.83%
+$154 
ETR Entergy Corporation
+0.82%
+$908.65 
KHC The Kraft Heinz Company
+0.82%
+$49.21 
CAG Conagra Brands Inc.
+0.81%
+$61.41 
HD The Home Depot, Inc.
+0.81%
+$4,957.5 
LOW Lowe's Companies Inc.
+0.8%
+$5,765.76 
BRO Brown & Brown Inc.
+0.78%
+$2,655.3 
ACN Accenture plc Class A
+0.78%
+$38.39 
EIX Edison International
+0.77%
+$3,870 
AAPL Apple Inc.
+0.75%
+$38,493.46 
CARR Carrier Global Corporation
+0.75%
+$54.53 
WMT Walmart Inc.
+0.68%
+$9,599.2 
GRMN Garmin Ltd.
+0.66%
+$47.25 
JNJ Johnson & Johnson
+0.64%
+$7,708.68 
DRI Darden Restaurants, Inc.
+0.64%
+$102 
KMB Kimberly-Clark Corporation
+0.63%
+$469.92 
AFL Aflac Inc.
+0.63%
+$213.81 
IDV iShares International Select Dividend ETF
+0.63%
+$5,264.76 
CI The Cigna Group
+0.61%
+$36.4 
ADI Analog Devices, Inc.
+0.61%
+$107.8 
CPB The Campbell's Company
+0.58%
+$23 
T AT&T Inc.
+0.57%
+$834.84 
V Visa Inc. Class A
+0.57%
+$1,295.32 
GEV GE Vernova Inc.
+0.55%
+$35.84 
ZBH Zimmer Biomet Holdings, Inc.
+0.55%
+$156 
ISRG Intuitive Surgical, Inc.
+0.54%
+$2,212.98 
ABBV AbbVie Inc.
+0.54%
+$2,251.12 
KVUE Kenvue Inc.
+0.54%
+$5 
ITW Illinois Tool Works Inc.
+0.54%
+$478.5 
CB Chubb Limited
+0.49%
+$160.54 
KRG Kite Realty Group Trust
+0.49%
+$402.72 
NVS Novartis AG Sponsored ADR
+0.48%
+$362.5 
MFC Manulife Financial Corporation
+0.48%
+$59.85 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$1,479 
SDY SPDR S&P Dividend ETF
+0.46%
+$1,562 
FTCS First Trust Capital Strength ETF
+0.46%
+$144 
PFL PIMCO Income Strategy Fund
+0.43%
+$288 
LVS Las Vegas Sands Corp.
+0.4%
+$15.5 
DIS The Walt Disney Company
+0.39%
+$121.69 
MCK McKesson Corporation
+0.36%
+$355.41 
APD Air Products and Chemicals, Inc.
+0.34%
+$18 
EFV iShares MSCI EAFE Value ETF
+0.33%
+$128.96 
MAS Masco Corporation
+0.32%
+$47 
PFE Pfizer Inc.
+0.32%
+$675.26 
DIHP Dimensional International High Profitability Portfolio
+0.31%
+$569.73 
AXP American Express Company
+0.3%
+$2,202.8 
RF Regions Financial Corporation
+0.29%
+$17.2 
XLF Financial Select Sector SPDR Fund
+0.29%
+$10,882.72 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$70.38 
CFR Cullen/Frost Bankers Inc.
+0.27%
+$3,769.5 
GPC Genuine Parts Company
+0.27%
+$370.12 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.25%
+$1,134 
ADP Automatic Data Processing Inc.
+0.24%
+$812.83 
BAC Bank of America Corporation
+0.23%
+$2,111.76 
XLRE The Real Estate Select Sector SPDR Fund
+0.21%
+$5,272.38 
MCD McDonald's Corporation
+0.21%
+$912.03 
DFAI Dimensional International Core Equity Market ETF
+0.2%
+$369.07 
AMGN Amgen Inc.
+0.2%
+$1,283.12 
BIIB Biogen Inc.
+0.19%
+$360 
TRV The Travelers Companies, Inc.
+0.19%
+$796.43 
WM Waste Management, Inc.
+0.18%
+$47.38 
PHM PulteGroup Inc.
+0.18%
+$1,558.8 
VNQ Vanguard Real Estate ETF
+0.14%
+$1,073.03 
MPC Marathon Petroleum Corporation
+0.14%
+$1,900.82 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.12%
+$4,071.65 
SBUX Starbucks Corporation
+0.12%
+$26.57 
IEFA iShares Core MSCI EAFE ETF
+0.12%
+$298.08 
NTRS Northern Trust Corporation
+0.11%
+$10.8 
ABT Abbott Laboratories
+0.1%
+$353.1 
GEHC GE HealthCare Technologies Inc.
+0.09%
+$0.52 
DFIP Dimensional Inflation-Protected Securities ETF
+0.08%
+$1,016.76 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.07%
+$30.34 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$72.96 
WPM Wheaton Precious Metals Corp.
+0.05%
+$429.1 
EFA iShares MSCI EAFE ETF
+0.05%
+$99 
CVS CVS Health Corporation
+0.03%
+$31.98 
DFAT Dimensional US Targeted Value ETF
+0.03%
+$16.12 
PAAA PGIM AAA CLO ETF
+0.03%
+$24.61 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$45.52 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$18.43 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$888.16 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$44.33 
CAT Caterpillar Inc.
+0.01%
+$24.6 
TEL TE Connectivity plc
+0.01%
+$2.25 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$10 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
+$2.25 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SNOW Snowflake Inc.
-7.43%
-$9,914.18 
STX Seagate Technology Holdings plc
-5.49%
-$92,573.6 
NOW ServiceNow, Inc.
-4.59%
-$682 
INTC Intel Corporation
-3.98%
-$896.8 
AMD Advanced Micro Devices, Inc.
-3.61%
-$1,522.46 
MU Micron Technology, Inc.
-3.6%
-$50,250 
LRCX Lam Research Corporation
-3.47%
-$52,332.75 
ORCL Oracle Corporation
-3.45%
-$6,096.96 
GLW Corning Incorporated
-3.2%
-$952.45 
AVGO Broadcom Inc.
-3.14%
-$134,121.63 
AMAT Applied Materials, Inc.
-2.87%
-$2,076.48 
KLAC KLA Corporation
-2.8%
-$3,423 
HRZN Horizon Technology Finance Corporation
-2.78%
-$1,875 
FDN First Trust Dow Jones Internet Index Fund
-2.68%
-$1,416.6 
META Meta Platforms Inc Class A
-2.65%
-$12,285 
HPQ HP Inc.
-2.56%
-$14,393.8 
NFLX Netflix, Inc.
-2.51%
-$1,821.6 
IBB iShares Biotechnology ETF
-2.46%
-$383.25 
ADBE Adobe Inc.
-2.39%
-$9,337.02 
MTB M&T Bank Corporation
-2.37%
-$181.3 
SOLV Solventum Corporation
-2.21%
-$17.46 
SCHW Charles Schwab Corporation
-2.13%
-$184.92 
XLK State Street Technology Select Sector SPDR ETF
-2.09%
-$278,617.68 
IYW iShares U.S. Technology ETF
-2.05%
-$1,134.2 
IWO iShares Russell 2000 Growth ETF
-1.97%
-$402.97 
MSFT Microsoft Corp.
-1.93%
-$97,760.31 
VTWG Vanguard Russell 2000 Growth ETF
-1.92%
-$1,378.72 
IWP iShares Russell Mid-Cap Growth ETF
-1.91%
-$2,459.62 
GOOGL Alphabet Inc
-1.88%
-$3,086.02 
MTUM iShares MSCI USA Momentum Factor ETF
-1.86%
-$526.4 
Q Qnity Electronics Inc.
-1.83%
-$155.49 
WAT Waters Corporation
-1.83%
-$65.04 
CSCO Cisco Systems, Inc.
-1.82%
-$8,924 
ETN Eaton Corporation plc
-1.78%
-$2,037.75 
SPCX Space Exploration Technologies Corp. Class A
-1.77%
-$1,691.67 
GOOG Alphabet Inc
-1.75%
-$21,346.2 
SMH VanEck Semiconductor ETF
-1.71%
-$10,473.5 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$2,414 
DE Deere & Company
-1.57%
-$245.64 
LH Labcorp Holdings Inc.
-1.54%
-$120.48 
FSLR First Solar, Inc.
-1.52%
-$4,650.36 
VRSN Verisign Inc.
-1.5%
-$1,829.68 
VXF Vanguard Extended Market ETF
-1.48%
-$7,853.23 
VONG Vanguard Russell 1000 Growth Fund
-1.47%
-$13.16 
IWF iShares Russell 1000 Growth ETF
-1.43%
-$20,337.3 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.41%
-$44,917.95 
VUG Vanguard Growth ETF
-1.41%
-$1,237.17 
WSO Watsco Inc.
-1.39%
-$6,322.47 
ESGE iShares ESG Aware MSCI EM ETF
-1.38%
-$57,378.75 
UNH UnitedHealth Group Incorporated
-1.36%
-$2,842.42 
BDX Becton, Dickinson and Company
-1.35%
-$170.62 
IWM iShares Russell 2000 ETF
-1.34%
-$38,508.11 
BX Blackstone Inc.
-1.34%
-$1,058.5 
LYV Live Nation Entertainment, Inc.
-1.33%
-$92 
LEG Leggett & Platt, Inc.
-1.29%
-$16.44 
TMO Thermo Fisher Scientific Inc.
-1.28%
-$312.55 
AMZN Amazon.com Inc
-1.28%
-$23,823.92 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$623.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.26%
-$418.86 
EMN Eastman Chemical Company
-1.25%
-$23.2 
XLC Communication Services Select Sector SPDR Fund
-1.23%
-$39,548.04 
DFAE Dimensional Emerging Core Equity Market ETF
-1.22%
-$61.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$467.25 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.17%
-$23,955.26 
FDS FactSet Research Systems Inc.
-1.16%
-$45.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.13%
-$19,245.51 
CEG Constellation Energy Corporation
-1.07%
-$64.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$50,656.93 
JQUA JPMorgan U.S. Quality Factor ETF
-1.04%
-$41,085.53 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.03%
-$830 
VB Vanguard Small-Cap ETF
-1.02%
-$600.65 
IBIT iShares Bitcoin Trust
-0.97%
-$11,882.25 
AZN AstraZeneca PLC American Depositary Shares
-0.89%
-$708 
QCOM QUALCOMM Incorporated
-0.86%
-$966.96 
BAX Baxter International Inc.
-0.83%
-$709.5 
XLG Invesco S&P 500 Top 50 ETF
-0.81%
-$31,878.5 
JCI Johnson Controls International plc
-0.79%
-$104.4 
IWR iShares Russell Mid-Cap ETF
-0.79%
-$45,397.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$2,304.9 
VTHR Vanguard Russell 3000 ETF
-0.76%
-$12,048.68 
IWV ISHARES RUSSELL 3000 ETF
-0.75%
-$681.03 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$19,468.12 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.74%
-$3,058.76 
MDT Medtronic plc
-0.73%
-$170.8 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$578.55 
SHW The Sherwin-Williams Company
-0.71%
-$241 
IWB iShares Russell 1000 ETF
-0.71%
-$86,531.48 
SAP SAP SE Sponsored ADR
-0.71%
-$1,680 
SPY SPDR S&P 500 ETF Trust
-0.7%
-$63,633.79 
IWN iShares Russell 2000 Value ETF
-0.69%
-$1,964.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.68%
-$2,246.26 
EMR Emerson Electric Co.
-0.68%
-$499.46 
DFAU Dimensional US Core Equity Market ETF
-0.68%
-$96,870.24 
UPS United Parcel Service, Inc.
-0.68%
-$33 
ARCC Ares Capital Corporation
-0.66%
-$607 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.66%
-$340.55 
AVSC Avantis U.S. Small Cap Equity ETF
-0.64%
-$11,841.3 
IJR iShares Core S&P Small-Cap ETF
-0.64%
-$35,899.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.64%
-$469.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.64%
-$62.73 
IVV iShares Core S&P 500 ETF
-0.64%
-$18,587.14 
VOO Vanguard S&P 500 ETF
-0.64%
-$906 
LUV Southwest Airlines Co.
-0.64%
-$104 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$44,915.23 
HRB H&R Block Inc.
-0.62%
-$42 
IBM International Business Machines Corporation
-0.62%
-$320.79 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.61%
-$7,215.44 
DTF DTF Tax-Free Income 2028 Trust
-0.61%
-$105 
VTWV Vanguard Russell 2000 Value Index Fund
-0.6%
-$205.16 
MMM 3M Company
-0.59%
-$238.87 
OMC Omnicom Group Inc.
-0.58%
-$108.1 
YUM Yum! Brands, Inc.
-0.57%
-$1,548 
JEF Jefferies Financial Group Inc.
-0.56%
-$3,597.25 
PAYX Paychex Inc.
-0.55%
-$924.15 
SPYI NEOS S&P 500 High Income ETF
-0.55%
-$27,668.94 
ACWI iShares MSCI ACWI ETF
-0.54%
-$76,810.9 
SYY Sysco Corporation
-0.54%
-$68.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$259.42 
KD Kyndryl Holdings Inc.
-0.49%
-$0.58 
VO Vanguard Mid-Cap ETF
-0.47%
-$459.42 
UNP Union Pacific Corporation
-0.46%
-$351.12 
HYD VanEck High Yield Muni ETF
-0.38%
-$239.94 
DHR Danaher Corporation
-0.36%
-$67.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.36%
-$479.72 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.35%
-$55.38 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$6,330 
IWS iShares Russell Mid-Cap Value ETF
-0.35%
-$1,356.62 
VEU Vanguard FTSE All-World ex-US ETF
-0.35%
-$17,019.35 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$90.3 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$641.13 
GLD SPDR Gold Shares
-0.3%
-$9,935.31 
IAU iShares Gold Trust
-0.3%
-$587.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$781 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.27%
-$100.32 
WSM Williams-Sonoma, Inc.
-0.27%
-$154.1 
NVDA NVIDIA Corporation
-0.24%
-$1,145.03 
IYH iShares U.S. Healthcare ETF
-0.24%
-$53.82 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.23%
-$8,250.17 
MS Morgan Stanley
-0.22%
-$395 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.21%
-$486.45 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.2%
-$81.18 
DD DuPont de Nemours, Inc.
-0.2%
-$12.22 
NSC Norfolk Southern Corporation
-0.2%
-$352.63 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$1,690.24 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.18%
-$15.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$11,187.45 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.18%
-$11,548 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$5,061.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$719.18 
WELL Welltower Inc.
-0.16%
-$284.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$769.42 
MUB iShares National Muni Bond ETF
-0.15%
-$4,471.6 
CAH Cardinal Health Inc.
-0.14%
-$160.65 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$2,705.43 
GIS General Mills, Inc.
-0.11%
-$53.73 
IWD iShares Russell 1000 Value ETF
-0.09%
-$2,874.96 
UBS UBS Group AG
-0.08%
-$794.84 
ARI Apollo Commercial Real Estate Finance Inc.
-0.08%
-$5 
MA Mastercard Incorporated
-0.08%
-$265.55 
VONV Vanguard Russell 1000 Value Index Fund
-0.08%
-$0.26 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$773.78 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.07%
-$1,268.02 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.05%
-$3,735.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$58.33 
CTAS Cintas Corporation
-0.05%
-$418.3 
GVI iShares Intermediate Government Bond ETF
-0.04%
-$564.66 
BMY Bristol-Myers Squibb Company
-0.04%
-$236.72 
PTC PTC Inc.
-0.03%
-$49.99 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,221.15 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$54.45 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$585.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.01%
-$937.16 Events
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Dividends
Dividend Analysis
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| Trades 2575 | Longs Won 1866/2575 72% | Profit Factor 16.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,570.71 |
| Average Win $59,257.24 | Best Trade (Oct 15) $3.26M | Sharpe Ratio -13.07 |
| Average Loss -$9,425.26 | Worst Trade (Oct 15) -$267,586.34 | Z-Score 4.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $40,346.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,978 | $1.98M | $5.16M | - | $3.18M | 160.51% | +0.751% |
| ABBV AbbVie Inc. | 1,481 | $237,581.49 | $421,966.52 | - | $184,385.03 | 77.61% | +0.536% |
| ABT Abbott Laboratories | 3,531 | $386,156.17 | $369,978.18 | - | -$16,177.99 | -4.19% | +0.096% |
| ACN Accenture plc Class A | 22 | $6,030.67 | $4,986.63 | - | -$1,044.04 | -17.31% | +0.776% |
| ACWI iShares MSCI ACWI ETF | 89,315 | $11.64M | $14.14M | - | $2.51M | 21.57% | -0.54% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 209 | $9,920.54 | $15,544.37 | - | $5,623.83 | 56.69% | -0.355% |
| ADBE Adobe Inc. | 1,551 | $521,957.79 | $381,003.15 | - | -$140,954.64 | -27% | -2.392% |
| ADI Analog Devices, Inc. | 44 | $7,666 | $17,881.6 | - | $10,215.6 | 133.26% | +0.607% |
| ADP Automatic Data Processing Inc. | 1,178 | $281,281.91 | $337,308.52 | - | $56,026.61 | 19.92% | +0.242% |
| AEE Ameren Corporation | 300 | $26,676 | $31,719 | - | $5,043 | 18.9% | +1.899% |
| AEP American Electric Power Company, Inc. | 3,825 | $337,048.19 | $484,493.62 | - | $147,445.43 | 43.75% | +1.911% |
| AFL Aflac Inc. | 287 | $26,451.2 | $34,094.16 | - | $7,642.96 | 28.89% | +0.631% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,964 | $481,476.86 | $472,845.82 | - | -$8,631.04 | -1.79% | -0.162% |
| AIG American International Group Inc. | 9,783 | $618,677.03 | $784,645.51 | - | $165,968.48 | 26.83% | +1.371% |
| ALL Allstate Corporation | 1,500 | $203,400 | $363,885 | - | $160,485 | 78.9% | +1.248% |
| AMAT Applied Materials, Inc. | 168 | $27,244.98 | $70,165.2 | - | $42,920.22 | 157.53% | -2.874% |
| AMD Advanced Micro Devices, Inc. | 75 | $7,711.54 | $40,644.79 | - | $32,933.25 | 427.06% | -3.611% |
| AMGN Amgen Inc. | 1,492 | $393,630.05 | $648,855.88 | - | $255,225.83 | 64.84% | +0.198% |
| AMT American Tower Corporation | 70 | $14,083.05 | $12,870.9 | - | -$1,212.15 | -8.61% | +1.384% |
| AMZN Amazon.com Inc | 7,323 | $640,182.7 | $1.84M | - | $1.2M | 187.7% | -1.277% |
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FAQ
Which stocks have generated the highest profits for Kevin Orr?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $3.5M, iShares Russell 1000 ETF - $2.76M, ProShares S&P 500 Dividend Aristocrats ETF - $2.22M, Microsoft Corp - $1.87M, and Global X Uranium ETF - $1.86M. 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: General Mills, Inc - $223,032.72, Invesco Solar ETF - $111,553.18, RTX Corporation - $69,129.95, Nike, Inc. - Class B - $58,680.6, and Pfizer Inc - $53,494.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Orr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.13M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $683,907.99, Home BancShares Inc - $664,571.86, ProShares S&P 500 Dividend Aristocrats ETF - $647,267.98, NEOS S&P 500 High Income ETF - $462,927.85, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $457,018.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Orr's monthly returns?
Kevin Orr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Orr's strategy be considered aggressive or moderate?
Kevin Orr'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 Kevin Orr's strategy?
Kevin Orr's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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