KJD
Kathryn J. Daniels Portfolio
Invests via Canada Pension Plan Investment Board | Managed by John Graham, Manroop Jhooty, Priti Singh, Patrice Walch-Watson, Kristina Fanjoy
Invests via Canada Pension Plan Investment Board
Managed by John Graham, Manroop Jhooty, Priti Singh, Patrice Walch-Watson, Kristina Fanjoy
Automatically Tracked
Kathryn J. Daniels Profile
Kathryn J. Daniels has a distinguished background as an operating executive within the finance sector, leading transformative initiatives in both corporate governance and strategic growth. Her leadership experience encompasses significant roles in major organizations where she spearheaded innovative solutions to enhance operational efficiency and market position. Known for her ability to cultivate relationships across various sectors, she effectively drives cross-functional collaboration that aligns teams towards common goals. With extensive expertise in navigating complex financial landscapes, Kathryn is a key figure influencing contemporary practices in investment management and organizational success.
Kathryn J. Daniels has a distinguished background as an operating executive within the finance sector, leading transformative initiatives in both corporate governance and strategic growth. Her leadership experience encompasses significant roles in major organizations where she spearheaded innovative solutions to enhance operational efficiency and market position. Known for her ability to cultivate relationships across various sectors, she effectively drives cross-functional collaboration that aligns teams towards common goals. With extensive expertise in navigating complex financial landscapes, Kathryn is a key figure influencing contemporary practices in investment management and organizational success.
Investment Philosophy & Strategy
Growth opportunities in the financial landscape are at the forefront of Kathryn J. Daniels' investment strategy. Her extensive leadership experience enables a nuanced understanding of market dynamics, particularly in leveraging operational strengths to capitalize on emerging trends. Focused on innovation, she seeks out transformative ventures that not only promise substantial returns but also align with sustainable business practices. By fostering collaborative networks within industries, effective positioning for future advancements is prioritized, allowing her investments to resonate across multiple sectors. This strategic framework showcases an innate ability to navigate complexities while driving meaningful impact.
Growth opportunities in the financial landscape are at the forefront of Kathryn J. Daniels' investment strategy. Her extensive leadership experience enables a nuanced understanding of market dynamics, particularly in leveraging operational strengths to capitalize on emerging trends. Focused on innovation, she seeks out transformative ventures that not only promise substantial returns but also align with sustainable business practices. By fostering collaborative networks within industries, effective positioning for future advancements is prioritized, allowing her investments to resonate across multiple sectors. This strategic framework showcases an innate ability to navigate complexities while driving meaningful impact.
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:
53.67%
Gain +0.43%
Monthly
0.28%
Yearly
3.4%
Drawdown
12.14%
$32.02B
Equity
Holdings
$32.02B
Investment
$16.51B
$15.51B
Profit +$137.01M
Realized
-$0
Unrealized
$15.51B
Dividends
$9.47B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$137.01M
Win %
60%
This Week
Compared To Last Week
Gain
1.22%
Profit
$385.62M
Win %
60%
This Month
Compared to last month
Gain
2.58%
Profit
$804.65M
Win %
60%
This Year
Compared to last year
Gain
14.97%
Profit
$4.17B
Win %
60%
BAM Brookfield Asset Management Inc.
+3.06%
+$14.4M 
IBM International Business Machines Corporation
+2.74%
+$12.32M 
RCI Rogers Communications Inc.
+2.74%
+$7.36M 
GSK GSK plc Sponsored ADR
+2.42%
+$6.13M 
NVS Novartis AG Sponsored ADR
+2.38%
+$14.23M 
WFC Wells Fargo & Company
+2.29%
+$8.94M 
CCJ Cameco Corporation
+2.2%
+$5.4M 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.19%
+$12.63M 
EONGY E.ON SE Sponsored American Depositary Receipt
+2.08%
+$416,414.4 
TD The Toronto-Dominion Bank
+1.82%
+$12.17M 
NOK Nokia Corporation Sponsored ADR
+1.81%
+$918,438.94 
HMC Honda Motor Co., Ltd.
+1.79%
+$1.53M 
TM Toyota Motor Corporation
+1.77%
+$14.17M 
MFC Manulife Financial Corporation
+1.71%
+$6.35M 
CM Canadian Imperial Bank of Commerce
+1.64%
+$6.32M 
GE General Electric Company
+1.62%
+$7.16M 
TECK Teck Resources Ltd.
+1.5%
+$3.95M 
RY Royal Bank of Canada
+1.48%
+$387,266.88 
WMT Walmart Inc.
+1.47%
+$18.01M 
SNY Sanofi American Depositary Receipt
+1.31%
+$684,799.44 
CAJPY Canon Inc. Sponsored ADR
+1.31%
+$750,668.1 
MSFT Microsoft Corp.
+1.08%
+$60.85M 
CS Credit Suisse Group AG
+0.99%
+$16,871.28 
MO Altria Group, Inc.
+0.97%
+$2.13M 
PFE Pfizer Inc.
+0.79%
+$2.4M 
C Citigroup Inc.
+0.75%
+$643,032.62 
HSBC HSBC Holdings plc Sponsored ADR
+0.67%
+$10.97M 
SLF Sun Life Financial Inc.
+0.65%
+$1.61M 
PG Procter & Gamble Co
+0.34%
+$2.42M 
MS Morgan Stanley
+0.33%
+$951,676.92 
KO The Coca-Cola Company
+0.24%
+$1.26M 
IMO Imperial Oil Limited
+0.23%
+$871,936.8 
DB Deutsche Bank AG
+0.23%
+$70,900.58 
JPM JPMorgan Chase & Co.
+0.08%
+$1.33M 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
UPL Ultra Petroleum Corp
0%
$0 
ECA Encana Corp
0%
$0 AL
AL
0%
$0 WYE
WYE
0%
$0 WB
WB
0%
$0 NXY
NXY
0%
$0 CMCS
CMCSK
0%
$0 MER
MER
0%
$0 TWX
TWX
0%
$0 BBRY
BBRY
0%
$0 TLM
TLM
0%
$0 POT
POT
0%
$0 GG
GG
0%
$0 BBAR
BBAR
0%
$0 UCBH
UCBHQ
0%
$0 OPTM
OPTM
0%
$0 GOOG
GOOGL
0%
$0 HPQ
HPQ
0%
$0 TRP
TRP
0%
$0 AAUK
AAUK
0%
$0 TNTT
TNTTY
0%
$0 6738
6738E2070
0%
$0 
RDS-B Shell plc
0%
$0 
RDS-A Shell plc
0%
$0 0605
06050TGD8
0%
$0 7164
71644E902
0%
$0 
CSCO Cisco Systems, Inc.
-3.33%
-$28.58M 
INTC Intel Corporation
-2.8%
-$19.77M 
MRK Merck & Co., Inc.
-1.37%
-$6.47M 
XOM Exxon Mobil Corporation
-1.34%
-$20.8M 
TTE TotalEnergies SE
-1.28%
-$4.28M 
CVX Chevron Corporation
-1.19%
-$8.48M 
PEP PepsiCo, Inc.
-0.69%
-$2.04M 
ING ING Groep N.V. Sponsored ADR
-0.57%
-$621,176.88 
E Eni S.p.A. Sponsored ADR
-0.47%
-$1.12M 
SU Suncor Energy Inc.
-0.43%
-$6.12M 
COP ConocoPhillips
-0.43%
-$1.95M 
SLB Schlumberger Limited
-0.29%
-$238,735.56 
JNJ Johnson & Johnson
-0.22%
-$2.25M Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 75 | Longs Won 33/75 44% | Profit Factor 11.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $675.44M |
| Average Win $514.64M | Best Trade (Oct 15) $5.39B | Sharpe Ratio 0 |
| Average Loss -$35.19M | Worst Trade (Oct 15) -$461.93M | Z-Score -1.05 (70.77%) |
| Commissions $0 | Avg. Trade Length 19y 9m 3w 2d | Expectancy $206.74M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% | 4.86% |
| Consecutive Losing Trades | 910 | 819 | 728 | 637 | 546 | 455 | 364 | 273 | 182 | 91 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0605 06050TGD8 | 6.14M | $327.88M | $327.88M | - | - | - | 0.0 |
| 6738 6738E2070 | 10.31M | $147.33M | $147.33M | - | - | - | 0.0 |
| 7164 71644E902 | 5.25M | $215.5M | $215.5M | - | - | - | 0.0 |
| AAUK AAUK | 2.32M | $112.87M | $112.87M | - | - | - | 0.0 |
| AL AL | 3.76M | $183.67M | $183.67M | - | - | - | 0.0 |
| BAM Brookfield Asset Management Inc. | 10.55M | $128.4M | $484.88M | - | $356.47M | 277.62% | +3.06% |
| BBAR BBAR | 74,192 | $1.78M | $1.78M | - | - | - | 0.0 |
| BBRY BBRY | 1.24M | $158.37M | $158.37M | - | - | - | 0.0 |
| C Citigroup Inc. | 698,948.5 | $389.31M | $86.1M | - | -$303.21M | -77.88% | +0.752% |
| CAJPY Canon Inc. Sponsored ADR | 1.92M | $108.23M | $58.24M | - | -$49.99M | -46.18% | +1.306% |
| CCJ Cameco Corporation | 3.01M | $122.02M | $250.49M | - | $128.47M | 105.29% | +2.203% |
| CDNMF EGR Exploration Ltd. | 5,427.18 | $140.25M | $542.72 | - | -$140.25M | -100% | 0.0 |
| CM Canadian Imperial Bank of Commerce | 3.49M | $147.58M | $392.26M | - | $244.68M | 165.79% | +1.639% |
| CMCS CMCSK | 2.38M | $100.41M | $100.41M | - | - | - | 0.0 |
| COP ConocoPhillips | 3.2M | $175.67M | $454M | - | $278.33M | 158.44% | -0.429% |
| CS Credit Suisse Group AG | 1.94M | $132.26M | $1.72M | - | -$130.54M | -98.7% | +0.992% |
| CSCO Cisco Systems, Inc. | 7.54M | $206.08M | $828.31M | - | $622.23M | 301.94% | -3.335% |
| CVX Chevron Corporation | 3.2M | $235.32M | $702.13M | - | $466.81M | 198.37% | -1.193% |
| DB Deutsche Bank AG | 945,341.06 | $110.41M | $31.08M | - | -$79.33M | -71.85% | +0.229% |
| E Eni S.p.A. Sponsored ADR | 4.14M | $278.36M | $237.65M | - | -$40.71M | -14.63% | -0.468% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kathryn J. Daniels?
The largest contributions to the portfolio's profits come from the following stocks: Vodafone Group Public Limited Company American Depositary Receipt - $1.63B, HSBC Holdings plc Sponsored ADR - $856.7M, General Electric Company - $526.48M, Exxon Mobil Corporation - $493.52M, and Microsoft Corp - $343.54M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kathryn J. Daniels's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.47B earned over time. The largest contributors to dividend income include Vodafone Group Public Limited Company American Depositary Receipt - $1.63B, HSBC Holdings plc Sponsored ADR - $856.7M, General Electric Company - $526.48M, Exxon Mobil Corporation - $493.52M, and Microsoft Corp - $343.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn J. Daniels's monthly returns?
Kathryn J. Daniels's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kathryn J. Daniels's strategy be considered aggressive or moderate?
Kathryn J. Daniels's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kathryn J. Daniels's strategy?
Kathryn J. Daniels's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
