RK
Russell Kartub Portfolio
Invests via Insight Inv LLC | Managed by Russell D. Kartub, CFA, Adrienne K. Brinton, CFA
Invests via Insight Inv LLC
Managed by Russell D. Kartub, CFA, Adrienne K. Brinton, CFA
Automatically Tracked
Russell Kartub Profile
With a robust background in technology commercialization and strategic development, Russell Kartub has established himself as a pivotal figure in the startup ecosystem. His career is marked by successful leadership roles across various emerging ventures, where he spearheaded initiatives that drove growth and innovation. Notably, his efforts have bridged gaps between groundbreaking ideas and market viability, positioning him at the forefront of tech investment discussions. As an investor-operator, he skillfully balances entrepreneurial vision with operational execution, enabling startups to navigate their formative stages effectively. Russell’s acumen not only enhances individual business outcomes but also contributes significantly to broader market trends within technology sectors.
With a robust background in technology commercialization and strategic development, Russell Kartub has established himself as a pivotal figure in the startup ecosystem. His career is marked by successful leadership roles across various emerging ventures, where he spearheaded initiatives that drove growth and innovation. Notably, his efforts have bridged gaps between groundbreaking ideas and market viability, positioning him at the forefront of tech investment discussions. As an investor-operator, he skillfully balances entrepreneurial vision with operational execution, enabling startups to navigate their formative stages effectively. Russell’s acumen not only enhances individual business outcomes but also contributes significantly to broader market trends within technology sectors.
Investment Philosophy & Strategy
The technological landscape is ripe with opportunities for disruption, and Russell Kartub excels in recognizing these trends. His investment approach prioritizes innovation-driven startups that demonstrate scalability and operational viability. By leveraging his extensive experience in technology commercialization, he deftly assesses potential growth trajectories while fostering relationships between founders and investors. Emphasizing a founder-centric model, he encourages entrepreneurs to enhance their business models while focusing on strategic execution. This unique perspective not only maximizes individual startup success but also actively shapes the future of tech entrepreneurship.
The technological landscape is ripe with opportunities for disruption, and Russell Kartub excels in recognizing these trends. His investment approach prioritizes innovation-driven startups that demonstrate scalability and operational viability. By leveraging his extensive experience in technology commercialization, he deftly assesses potential growth trajectories while fostering relationships between founders and investors. Emphasizing a founder-centric model, he encourages entrepreneurs to enhance their business models while focusing on strategic execution. This unique perspective not only maximizes individual startup success but also actively shapes the future of tech entrepreneurship.
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:
58.31%
Gain +1.92%
Monthly
0.66%
Yearly
8.27%
Drawdown
20.87%
$202.48M
Equity
Holdings
$202.48M
Investment
$133.55M
$79.14M
Profit +$4.56M
Realized
$10.21M
Unrealized
$68.94M
Dividends
$11.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.92%
Profit
$4.56M
Win %
78%
This Week
Compared To Last Week
Gain
0.12%
Profit
$249,849.42
Win %
78%
This Month
Compared to last month
Gain
2.05%
Profit
$4.07M
Win %
78%
This Year
Compared to last year
Gain
17.77%
Profit
$30.56M
Win %
78%
AMAT Applied Materials, Inc.
+11.39%
+$819,744.36 
MRVL Marvell Technology, Inc.
+11.02%
+$1.27M 
INTC Intel Corporation
+9.42%
+$226,870.56 
PSLV Sprott Physical Silver Trust
+6.46%
+$33,346.25 
QCOM QUALCOMM Incorporated
+6.42%
+$207,360.08 
PANW Palo Alto Networks, Inc.
+6.18%
+$18,564.07 
WSM Williams-Sonoma, Inc.
+5.55%
+$227,950.11 
UFOX Defiance Connective Technologies ETF
+5.35%
+$22,310.71 
GD General Dynamics Corporation
+5.33%
+$162,930.33 
GLW Corning Incorporated
+5.18%
+$366,519.04 
AMGN Amgen Inc.
+4.97%
+$146,583.4 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$206.22 
RTX RTX Corporation
+3.83%
+$120,101.6 
AVGO Broadcom Inc.
+3.76%
+$38,766.51 
EMR Emerson Electric Co.
+3.66%
+$87,634.14 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$1,064.36 
RGLD Royal Gold Inc.
+3.54%
+$10,616.58 
SCHA Schwab U.S. Small-Cap ETF
+3.44%
+$41.22 
C Citigroup Inc.
+3.29%
+$119,179.72 
PCAR PACCAR Inc.
+3.16%
+$61,858.8 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.07%
+$3,602.78 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$10,157.18 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$13,649.75 
IWM iShares Russell 2000 ETF
+3%
+$914.76 
MS Morgan Stanley
+2.79%
+$109,244.16 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$158,487.55 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$1,092.17 
IYZ iShares U.S. Telecommunications ETF
+2.49%
+$17.85 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$16,060 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$9,544.53 
HD The Home Depot, Inc.
+2.42%
+$13,327.39 
BMY Bristol-Myers Squibb Company
+2.41%
+$21,206.84 
CSCO Cisco Systems, Inc.
+2.4%
+$115,918.05 
NVDA NVIDIA Corporation
+2.32%
+$6,498.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.32%
+$4,791.6 
IWN iShares Russell 2000 Value ETF
+2.29%
+$968 
LOW Lowe's Companies Inc.
+2.25%
+$30,992.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$3,266.66 
CVS CVS Health Corporation
+2.23%
+$25,099.13 
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$6,098.55 
IWD iShares Russell 1000 Value ETF
+1.98%
+$45,514.12 
VONV Vanguard Russell 1000 Value Index Fund
+1.95%
+$576.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$6,135.85 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.93%
+$8,637.75 
DIS The Walt Disney Company
+1.92%
+$27,665.1 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.89%
+$4,054.05 
VUG Vanguard Growth ETF
+1.88%
+$2,100.66 
VO Vanguard Mid-Cap ETF
+1.85%
+$1,096.34 
MSGS Madison Square Garden Sports Corp.
+1.79%
+$65,809.2 
IJS iShares S&P Small-Cap 600 Value ETF
+1.78%
+$3,688.68 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$25,688.04 
IVV iShares Core S&P 500 ETF
+1.74%
+$3,012.27 
AXP American Express Company
+1.74%
+$64,777.44 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.73%
+$9,845.55 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$4,684.5 
VOO Vanguard S&P 500 ETF
+1.7%
+$32,603.23 
VTV Vanguard Value ETF
+1.68%
+$14,346.84 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$41,592 
MRK Merck & Co., Inc.
+1.45%
+$35,973.7 
JPM JPMorgan Chase & Co.
+1.43%
+$59,903.46 
AMZN Amazon.com Inc
+1.4%
+$58,323.08 
AAPL Apple Inc.
+1.19%
+$111,572.6 
IVE ISHARES S&P 500 VALUE ETF
+1.18%
+$1,000.16 
IBM International Business Machines Corporation
+1.09%
+$44,932.59 
MCD McDonald's Corporation
+0.93%
+$3,227.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$9,346.41 
SDY SPDR S&P Dividend ETF
+0.88%
+$264.31 
GHC Graham Holdings Co.
+0.85%
+$31,715.63 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$4,500.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$6,798.55 
DVY iShares Select Dividend ETF
+0.64%
+$1,662 
LNC Lincoln National Corporation
+0.64%
+$11,069.21 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$16,674.24 
GOOG Alphabet Inc
+0.54%
+$4,692.98 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$6,511.12 
VZ Verizon Communications Inc.
+0.36%
+$3,548.58 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$6,584.81 
GOOGL Alphabet Inc
+0.16%
+$11,057.12 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$3,542.4 
ABBV AbbVie Inc.
+0.11%
+$329 
JNJ Johnson & Johnson
+0.09%
+$2,556.84 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.06%
+$1,608.16 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$21 
MDT Medtronic plc
+0.05%
+$249.72 
MEAR iShares Short Maturity Bond ETF
+0.05%
+$132.5 
ANTM Anthem Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BTF
0%
$0 
JCI
0%
$0 
LH
0%
$0 
ORCL Oracle Corporation
-8.32%
-$274,937.6 
FICO Fair Isaac Corporation
-2.83%
-$5,661.28 
EOG EOG Resources, Inc.
-2.63%
-$80,220.6 
XOM Exxon Mobil Corporation
-2.61%
-$93,805.17 
FTXN First Trust Nasdaq Oil & Gas ETF
-2.1%
-$154.77 
CVX Chevron Corporation
-2.01%
-$65,161.56 
MSFT Microsoft Corp.
-1.85%
-$72,632.6 
ALL Allstate Corporation
-1.69%
-$50,670.9 
TPL Texas Pacific Land Corporation
-1.5%
-$10,659.58 
CTSH Cognizant Technology Solutions Corporation
-1.25%
-$8,346.94 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$3,461.77 
V Visa Inc. Class A
-1.1%
-$5,279.47 
COST Costco Wholesale Corporation
-0.74%
-$3,967.44 
SO The Southern Company
-0.7%
-$5,837.67 
BP BP p.l.c. Sponsored ADR
-0.58%
-$12,911.5 
T AT&T Inc.
-0.43%
-$5,952.9 
PEP PepsiCo, Inc.
-0.42%
-$11,586.19 
PG Procter & Gamble Co
-0.41%
-$8,601.43 
FSMB First Trust Short Duration Managed Municipal ETF
-0.15%
-$2,647.05 
WMT Walmart Inc.
-0.14%
-$5,714.45 
TJX The TJX Companies, Inc.
-0.11%
-$3,687.3 
BRK-B Berkshire Hathaway Inc.
0%
-$48.36 Events
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Dividends
Dividend Analysis
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| Trades 1247 | Longs Won 712/1247 57% | Profit Factor 7.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $332,843.6 |
| Average Win $128,351.81 | Best Trade (Jun 11) $4.94M | Sharpe Ratio -11.1 |
| Average Loss -$22,883.85 | Worst Trade (Jun 30) -$522,212.36 | Z-Score 6.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $63,467.23 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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Returns
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Option values are updated at end of day.
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