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:
59.11%
Gain -0.63%
Monthly
1.22%
Yearly
15.67%
Drawdown
16.43%
$313.73M
Equity
Holdings
$313.73M
Investment
$239.25M
$108.05M
Profit -$1.49M
Realized
$33.57M
Unrealized
$74.49M
Dividends
$15.11M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.49M
Win %
76%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.91M
Win %
76%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.49M
Win %
76%
This Year
Compared to last year
Gain
0.89%
Profit
$2.88M
Win %
76%
MPC Marathon Petroleum Corporation
+7.42%
+$65,187.61 
PSX Phillips 66
+5.69%
+$13,061.25 
ISRG Intuitive Surgical, Inc.
+3.85%
+$13,958.06 
NEM Newmont Corporation
+3.79%
+$192.6 
MDT Medtronic plc
+2.58%
+$549 
DHR Danaher Corporation
+2.25%
+$368.8 
WMB The Williams Companies, Inc.
+2.06%
+$1,679.1 
NOW ServiceNow, Inc.
+2.05%
+$256 
MRK Merck & Co., Inc.
+1.82%
+$16,499.34 
ACN Accenture plc Class A
+1.44%
+$55.66 
SNOW Snowflake Inc.
+1.27%
+$1,675.58 
MCK McKesson Corporation
+1.18%
+$1,018.71 
IBB iShares Biotechnology ETF
+1.17%
+$173.25 
NOC Northrop Grumman Corporation
+1.1%
+$1,577.49 
GLD SPDR Gold Shares
+1.02%
+$34,859.55 
GIS General Mills, Inc.
+1%
+$567.95 
PAYX Paychex Inc.
+0.95%
+$1,727.1 
GOOGL Alphabet Inc
+0.91%
+$1,510.18 
ABT Abbott Laboratories
+0.75%
+$2,860.11 
WMT Walmart Inc.
+0.72%
+$9,719.19 
CFR Cullen/Frost Bankers Inc.
+0.7%
+$10,321.25 
JPM JPMorgan Chase & Co.
+0.64%
+$9,452.32 
RTX RTX Corporation
+0.49%
+$2,521.17 
PFL PIMCO Income Strategy Fund
+0.39%
+$300 
CAH Cardinal Health Inc.
+0.33%
+$358.02 
BMY Bristol-Myers Squibb Company
+0.18%
+$1,136.28 
WPM Wheaton Precious Metals Corp.
+0.09%
+$735.66 
DTM Dt Midstream Inc.
+0.08%
+$19.25 
GSK GSK plc Sponsored ADR
+0.06%
+$4.92 
HLN Haleon Plc - ADR
+0.05%
+$0.35 
MFC Manulife Financial Corporation
+0.04%
+$5.7 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$91.59 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$162.33 
JQUA JPMorgan U.S. Quality Factor ETF
+0.04%
+$1,560.21 
XLF Financial Select Sector SPDR Fund
+0.04%
+$1,360.34 
CEG Constellation Energy Corporation
+0.03%
+$1.98 
AMAT Applied Materials, Inc.
+0.03%
+$26.88 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.03%
+$130.12 
WAT Waters Corporation
+0.03%
+$0.88 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$1,583.64 
AXP American Express Company
+0.03%
+$209.79 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$1,657.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$1.33 
AMD Advanced Micro Devices, Inc.
+0.03%
+$9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$437.44 
NSC Norfolk Southern Corporation
+0.02%
+$44.09 
T AT&T Inc.
+0.02%
+$30.92 
WELL Welltower Inc.
+0.02%
+$37 
ETR Entergy Corporation
+0.02%
+$21.38 
UBS UBS Group AG
+0.02%
+$198.71 
SMH VanEck Semiconductor ETF
+0.02%
+$123.15 
GPC Genuine Parts Company
+0.02%
+$25.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$823.69 
AEP American Electric Power Company, Inc.
+0.02%
+$76.5 
DRI Darden Restaurants, Inc.
+0.01%
+$2.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$1,874.32 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$5.25 
DUK Duke Energy Corporation
+0.01%
+$39.6 
IWD iShares Russell 1000 Value ETF
+0.01%
+$392.04 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$597.17 
VXF Vanguard Extended Market ETF
+0.01%
+$69.09 
EXC Exelon Corporation
+0.01%
+$0.34 
SO The Southern Company
+0.01%
+$124.99 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$292.91 
BIIB Biogen Inc.
+0.01%
+$16.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$444.08 
VNQ Vanguard Real Estate ETF
+0.01%
+$81.29 
AEE Ameren Corporation
+0.01%
+$3 
OXY Occidental Petroleum Corporation
+0.01%
+$0.14 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$3.83 
IVV iShares Core S&P 500 ETF
+0.01%
+$225.3 
ADP Automatic Data Processing Inc.
+0.01%
+$23.55 
AMGN Amgen Inc.
+0.01%
+$44.76 
APD Air Products and Chemicals, Inc.
+0.01%
+$0.36 
FDS FactSet Research Systems Inc.
+0.01%
+$0.26 
TRV The Travelers Companies, Inc.
+0.01%
+$27.26 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$408.36 
NVS Novartis AG Sponsored ADR
+0.01%
+$5 
QCOM QUALCOMM Incorporated
+0.01%
+$6.32 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$407.05 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$493.57 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.01%
+$194.45 
CAT Caterpillar Inc.
+0.01%
+$9.84 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$24.82 
MUB iShares National Muni Bond ETF
+0.01%
+$144.25 
FSLR First Solar, Inc.
0%
+$17.15 
GRMN Garmin Ltd.
0%
+$0.25 
MCD McDonald's Corporation
0%
+$8.99 
BLK BlackRock, Inc.
0%
+$1.45 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
+$0.36 
VTHR Vanguard Russell 3000 ETF
0%
+$21.49 
ATO Atmos Energy Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
DOW Dow Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
EMN Eastman Chemical Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
HOMB Home BancShares Inc.
0%
$0 
HRZN Horizon Technology Finance Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
MET MetLife Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SYY Sysco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GVI iShares Intermediate Government Bond ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
QLTA iShares AAA - A Rated Corporate Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
OXY-WT Occidental Petroleum Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
GLW Corning Incorporated
-4.78%
-$1,702.8 
BTI British American Tobacco p.l.c. ADR
-3.84%
-$684 
NVDA NVIDIA Corporation
-2.86%
-$13,980.23 
KLAC KLA Corporation
-2.71%
-$3,759 
Q Qnity Electronics Inc.
-2.63%
-$257.73 
JEF Jefferies Financial Group Inc.
-2.31%
-$18,849.59 
CAG Conagra Brands Inc.
-2.25%
-$181.56 
AFL Aflac Inc.
-2.14%
-$766.29 
PM Philip Morris International Inc.
-1.88%
-$19,667.19 
MDLZ Mondelez International, Inc.
-1.73%
-$5,724 
LEG Leggett & Platt, Inc.
-1.66%
-$21.92 
AAPL Apple Inc.
-1.62%
-$75,938.46 
LRCX Lam Research Corporation
-1.59%
-$26,928.05 
ADI Analog Devices, Inc.
-1.54%
-$264.22 
KHC The Kraft Heinz Company
-1.54%
-$101.01 
WSO Watsco Inc.
-1.03%
-$5,146.04 
TFC Truist Financial Corporation
-0.94%
-$78.89 
PEP PepsiCo, Inc.
-0.93%
-$6,164.93 
SBUX Starbucks Corporation
-0.88%
-$214.83 
HPQ HP Inc.
-0.83%
-$4,554.98 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$28,087.5 
AVSC Avantis U.S. Small Cap Equity ETF
-0.59%
-$11,578.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$330.82 
VTWG Vanguard Russell 2000 Growth ETF
-0.53%
-$428.49 
EFA iShares MSCI EAFE ETF
-0.5%
-$972 
KR Kroger Co.
-0.44%
-$78 
IBM International Business Machines Corporation
-0.41%
-$215.34 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$4,940.7 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.33%
-$4,082.33 
KO The Coca-Cola Company
-0.21%
-$592.75 
CPB The Campbell's Company
-0.09%
-$4 
CRGY Crescent Energy Inc.
-0.09%
-$38.12 
ARI Apollo Commercial Real Estate Finance Inc.
-0.07%
-$5 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$40.3 
HRB H&R Block Inc.
-0.07%
-$4.2 
XOM Exxon Mobil Corporation
-0.06%
-$531.43 
ABBV AbbVie Inc.
-0.06%
-$222.14 
LH Labcorp Holdings Inc.
-0.06%
-$4.56 
SOLV Solventum Corporation
-0.06%
-$0.45 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$79.64 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$1.47 
WSM Williams-Sonoma, Inc.
-0.06%
-$32.2 
AVGO Broadcom Inc.
-0.06%
-$2,911.9 
ORCL Oracle Corporation
-0.05%
-$105.13 
IBIT iShares Bitcoin Trust
-0.05%
-$528.1 
LLY Eli Lilly and Company
-0.05%
-$266.49 
LHX L3Harris Technologies, Inc.
-0.05%
-$3.9 
COF Capital One Financial Corporation
-0.05%
-$47.52 
LYV Live Nation Entertainment, Inc.
-0.05%
-$3.6 
META Meta Platforms Inc Class A
-0.05%
-$179.53 
WHR Whirlpool Corporation
-0.05%
-$0.28 
YUM Yum! Brands, Inc.
-0.05%
-$125.98 
VB Vanguard Small-Cap ETF
-0.05%
-$28.7 
LVS Las Vegas Sands Corp.
-0.04%
-$2 
LUV Southwest Airlines Co.
-0.04%
-$8 
DTF DTF Tax-Free Income 2028 Trust
-0.04%
-$7.5 
CI The Cigna Group
-0.04%
-$2.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$791.25 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$97.29 
WY Weyerhaeuser Company
-0.04%
-$16.07 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$28.8 
MO Altria Group, Inc.
-0.04%
-$190.93 
PFE Pfizer Inc.
-0.04%
-$71.08 
CMI Cummins Inc.
-0.04%
-$13.8 
EVRG Evergy Inc.
-0.04%
-$23.31 
MA Mastercard Incorporated
-0.04%
-$113.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$3.15 
XLE Energy Select Sector SPDR Fund
-0.04%
-$417.06 
CTAS Cintas Corporation
-0.03%
-$292.82 
ITW Illinois Tool Works Inc.
-0.03%
-$33 
TJX The TJX Companies, Inc.
-0.03%
-$87.03 
KMI Kinder Morgan, Inc.
-0.03%
-$3.69 
TEL TE Connectivity plc
-0.03%
-$5.25 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$9 
IWB iShares Russell 1000 ETF
-0.03%
-$3,737.24 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$26.91 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$2,712.97 
IYH iShares U.S. Healthcare ETF
-0.03%
-$5.98 
MS Morgan Stanley
-0.03%
-$60 
V Visa Inc. Class A
-0.03%
-$57.01 
NFLX Netflix, Inc.
-0.03%
-$20 
PTC PTC Inc.
-0.03%
-$40.01 
XEL Xcel Energy Inc.
-0.03%
-$18.94 
ARCC Ares Capital Corporation
-0.03%
-$24.28 
MTB M&T Bank Corporation
-0.02%
-$2.1 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$0.41 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$928.5 
ADBE Adobe Inc.
-0.02%
-$93.06 
GOOG Alphabet Inc
-0.02%
-$283.16 
USB U.S. Bancorp
-0.02%
-$3.09 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$43.42 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$5.31 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$255.26 
ALL Allstate Corporation
-0.02%
-$90 
NUE Nucor Corporation
-0.02%
-$61.07 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$4.55 
VRSN Verisign Inc.
-0.02%
-$26 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$1,170.55 
CVS CVS Health Corporation
-0.02%
-$21.32 
DD DuPont de Nemours, Inc.
-0.02%
-$1.41 
VZ Verizon Communications Inc.
-0.02%
-$63.02 
LIN Linde plc
-0.02%
-$210.02 
MSFT Microsoft Corp.
-0.02%
-$938.91 
SLB Schlumberger Limited
-0.02%
-$0.75 
STX Seagate Technology Holdings plc
-0.02%
-$390.47 
UNP Union Pacific Corporation
-0.02%
-$15.9 
IWM iShares Russell 2000 ETF
-0.02%
-$627 
GEV GE Vernova Inc.
-0.02%
-$1.4 
EMR Emerson Electric Co.
-0.02%
-$13.56 
KRG Kite Realty Group Trust
-0.02%
-$16.78 
SAP SAP SE Sponsored ADR
-0.02%
-$42 
UPS United Parcel Service, Inc.
-0.02%
-$1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$362.29 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$30.35 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$467.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$53.19 
PG Procter & Gamble Co
-0.02%
-$44.63 
TMUS T-Mobile US, Inc.
-0.02%
-$91.68 
WFC Wells Fargo & Company
-0.02%
-$33.13 
BAC Bank of America Corporation
-0.02%
-$175.98 
CARR Carrier Global Corporation
-0.02%
-$1.33 
HAL Halliburton Company
-0.02%
-$10 
AMZN Amazon.com Inc
-0.01%
-$292.99 
BX Blackstone Inc.
-0.01%
-$14.5 
EIX Edison International
-0.01%
-$90 
VOO Vanguard S&P 500 ETF
-0.01%
-$22.01 
BRO Brown & Brown Inc.
-0.01%
-$50.1 
DIS The Walt Disney Company
-0.01%
-$4.25 
SHW The Sherwin-Williams Company
-0.01%
-$5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$4.68 
AIG American International Group Inc.
-0.01%
-$97.83 
LOW Lowe's Companies Inc.
-0.01%
-$110.88 
SDY SPDR S&P Dividend ETF
-0.01%
-$44 
AMT American Tower Corporation
-0.01%
-$1.4 
IAU iShares Gold Trust
-0.01%
-$25 
IYW iShares U.S. Technology ETF
-0.01%
-$6.42 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$35.5 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$12 
BDX Becton, Dickinson and Company
-0.01%
-$1.3 
C Citigroup Inc.
-0.01%
-$2.92 
CL Colgate-Palmolive Company
-0.01%
-$2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$370.15 
VUG Vanguard Growth ETF
-0.01%
-$9.78 
DE Deere & Company
-0.01%
-$1.44 
ED Consolidated Edison, Inc.
-0.01%
-$73.31 
SCHW Charles Schwab Corporation
-0.01%
-$0.92 
TSN Tyson Foods Inc.
-0.01%
-$1 
CSCO Cisco Systems, Inc.
-0.01%
-$44.62 
GE General Electric Company
-0.01%
-$1.83 
HD The Home Depot, Inc.
-0.01%
-$59.49 
PHM PulteGroup Inc.
-0.01%
-$77.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$6.6 
JCI Johnson Controls International plc
-0.01%
-$0.9 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$5.59 
MAS Masco Corporation
-0.01%
-$1 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$5.08 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$1.53 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$160.52 
CVX Chevron Corporation
-0.01%
-$84.59 
LMT Lockheed Martin Corporation
-0.01%
-$24.5 
MMM 3M Company
-0.01%
-$2.45 
UNH UnitedHealth Group Incorporated
-0.01%
-$10.27 
JNJ Johnson & Johnson
0%
-$47.78 
WM Waste Management, Inc.
0%
-$1.17 
IWN iShares Russell 2000 Value ETF
0%
-$13.56 
XLB Materials Select Sector SPDR Fund
0%
-$42.16 
COST Costco Wholesale Corporation
0%
-$52.73 
VTWV Vanguard Russell 2000 Value Index Fund
0%
-$0.92 
ETN Eaton Corporation plc
0%
-$2.84 
QQQ Invesco QQQ Trust, Series 1
0%
-$3 
MU Micron Technology, Inc.
0%
-$15.02 Events
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Dividends
Dividend Analysis
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| Trades 2575 | Longs Won 1890/2575 73% | Profit Factor 20.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,275.98 |
| Average Win $60,033.51 | Best Trade (Aug 11) $4.17M | Sharpe Ratio -13.07 |
| Average Loss -$7,897.67 | Worst Trade (Aug 13) -$180,500.21 | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $41,962.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,978 | $1.98M | $4.62M | - | $2.64M | 133.06% | -1.618% |
| ABBV AbbVie Inc. | 1,481 | $237,581.49 | $364,163.09 | - | $126,581.6 | 53.28% | -0.061% |
| ABT Abbott Laboratories | 3,531 | $386,156.17 | $383,537.22 | - | -$2,618.95 | -0.68% | +0.751% |
| ACN Accenture plc Class A | 22 | $6,030.67 | $3,921.5 | - | -$2,109.17 | -34.97% | +1.44% |
| ACWI iShares MSCI ACWI ETF | 89,315 | $11.64M | $14.42M | - | $2.78M | 23.92% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 209 | $9,920.54 | $16,178.69 | - | $6,258.15 | 63.08% | 0.0 |
| ADBE Adobe Inc. | 1,551 | $521,957.79 | $411,247.63 | - | -$110,710.16 | -21.21% | -0.023% |
| ADI Analog Devices, Inc. | 44 | $7,666 | $16,892.7 | - | $9,226.7 | 120.36% | -1.54% |
| ADP Automatic Data Processing Inc. | 1,178 | $281,281.91 | $319,638.52 | - | $38,356.61 | 13.64% | +0.007% |
| AEE Ameren Corporation | 300 | $26,676 | $32,655 | - | $5,979 | 22.41% | +0.009% |
| AEP American Electric Power Company, Inc. | 3,825 | $337,048.19 | $480,993.75 | - | $143,945.56 | 42.71% | +0.016% |
| AFL Aflac Inc. | 287 | $26,451.2 | $34,996.78 | - | $8,545.58 | 32.31% | -2.143% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,964 | $481,476.86 | $484,511.22 | - | $3,034.36 | 0.63% | +0.005% |
| AIG American International Group Inc. | 9,783 | $618,677.03 | $770,606.91 | - | $151,929.88 | 24.56% | -0.013% |
| ALL Allstate Corporation | 1,500 | $203,400 | $400,410 | - | $197,010 | 96.86% | -0.022% |
| AMAT Applied Materials, Inc. | 168 | $27,244.98 | $90,602.4 | - | $63,357.42 | 232.55% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 75 | $7,711.54 | $36,261 | - | $28,549.46 | 370.22% | +0.025% |
| AMGN Amgen Inc. | 1,492 | $393,630.05 | $613,182.17 | - | $219,552.12 | 55.78% | +0.007% |
| AMT American Tower Corporation | 70 | $14,083.05 | $12,076.4 | - | -$2,006.65 | -14.25% | -0.012% |
| AMZN Amazon.com Inc | 7,323 | $640,182.7 | $2.01M | - | $1.37M | 213.93% | -0.015% |
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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 - $3.49M, iShares Russell 1000 ETF - $2.73M, ProShares S&P 500 Dividend Aristocrats ETF - $2.21M, Microsoft Corp - $1.86M, 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 - $223,969.07, Invesco Solar ETF - $111,553.18, RTX Corporation - $70,818.44, 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 $15.11M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $650,638.81, ProShares S&P 500 Dividend Aristocrats ETF - $644,979.49, Home BancShares Inc - $639,008.28, SPDR S&P Dividend ETF - $446,582.18, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $433,367.48. 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.
