KLM
Kate L. Miller Portfolio
Invests via STAR Financial Bank | Managed by Kate L. Miller
Invests via STAR Financial Bank
Managed by Kate L. Miller
Automatically Tracked
Kate L. Miller Profile
Kate L. Miller stands out as a dynamic leader in the realm of entrepreneurship, focusing on technology-driven innovations that enhance operational efficiency. With a robust background in developing scalable business models, she has successfully founded and led several startups that bridge gaps in digital transformation for various industries. Her journey is characterized by an unwavering commitment to leveraging emerging technologies while fostering strong partnerships within the tech ecosystem. As an influential figure in startup acceleration programs, Kate not only shapes market trends but also actively contributes to mentorship initiatives aimed at empowering the next generation of innovators.
Kate L. Miller stands out as a dynamic leader in the realm of entrepreneurship, focusing on technology-driven innovations that enhance operational efficiency. With a robust background in developing scalable business models, she has successfully founded and led several startups that bridge gaps in digital transformation for various industries. Her journey is characterized by an unwavering commitment to leveraging emerging technologies while fostering strong partnerships within the tech ecosystem. As an influential figure in startup acceleration programs, Kate not only shapes market trends but also actively contributes to mentorship initiatives aimed at empowering the next generation of innovators.
Investment Philosophy & Strategy
In the ever-evolving tech landscape, a focus on innovation and adaptability distinguishes decision-making. Kate L. Miller leverages her extensive entrepreneurial acumen to identify opportunities that capitalize on cutting-edge advancements. By fostering relationships within the tech community, she aligns resources to drive scalable solutions tailored for diverse sectors. The strategic deployment of capital is guided by market insights that emphasize agility and responsiveness to emerging trends. This proactive approach facilitates growth in dynamic environments while supporting ventures positioned for impactful change.
In the ever-evolving tech landscape, a focus on innovation and adaptability distinguishes decision-making. Kate L. Miller leverages her extensive entrepreneurial acumen to identify opportunities that capitalize on cutting-edge advancements. By fostering relationships within the tech community, she aligns resources to drive scalable solutions tailored for diverse sectors. The strategic deployment of capital is guided by market insights that emphasize agility and responsiveness to emerging trends. This proactive approach facilitates growth in dynamic environments while supporting ventures positioned for impactful change.
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:
50.36%
Gain +0.65%
Monthly
1.2%
Yearly
15.43%
Drawdown
14.76%
$250.26M
Equity
Holdings
$250.26M
Investment
$213.91M
$66.77M
Profit +$1.11M
Realized
$24.37M
Unrealized
$42.4M
Dividends
$11.54M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.11M
Win %
76%
This Week
Compared To Last Week
Gain
2.02%
Profit
$4.95M
Win %
76%
This Month
Compared to last month
Gain
2.02%
Profit
$4.95M
Win %
76%
This Year
Compared to last year
Gain
1.78%
Profit
$4.46M
Win %
73%
MCHP Microchip Technology Incorporated
+13.99%
+$38,209.6 
TSLA Tesla, Inc.
+2.83%
+$4,500.33 
NVDA NVIDIA Corporation
+2.28%
+$53,328.02 
AMAT Applied Materials, Inc.
+2.24%
+$11,028.07 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.95%
+$4,323.87 
INTC Intel Corporation
+1.84%
+$3,661.6 
HD The Home Depot, Inc.
+1.74%
+$10,161.2 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.68%
+$8,732.69 
AVGO Broadcom Inc.
+1.65%
+$11,767.83 
IBM International Business Machines Corporation
+1.59%
+$3,627 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.45%
+$4,774.33 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$13,957.68 
IVOO Vanguard S&P Mid-Cap 400 ETF
+1.37%
+$8,924.92 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$64,932.12 
MDY SPDR S&P MidCap 400 ETF Trust
+1.36%
+$11,026.17 
GD General Dynamics Corporation
+1.33%
+$3,760.27 
VB Vanguard Small-Cap ETF
+1.32%
+$23,608.95 
MS Morgan Stanley
+1.18%
+$3,805.2 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$39,419.56 
SMMD iShares Russell 2500 ETF
+1.17%
+$5,528.69 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$26,564.44 
IWM iShares Russell 2000 ETF
+1.09%
+$19,379.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$138,731.58 
IXUS iShares Core International Stock ETF
+1.01%
+$7,088.76 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$131,552.96 
JNJ Johnson & Johnson
+0.88%
+$10,563.75 
LMT Lockheed Martin Corporation
+0.87%
+$3,706.17 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$1,902.68 
MO Altria Group, Inc.
+0.85%
+$1,926.83 
VGK Vanguard FTSE Europe ETF
+0.85%
+$2,428.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$8,021.26 
EMR Emerson Electric Co.
+0.84%
+$3,558.72 
ABBV AbbVie Inc.
+0.83%
+$5,718.62 
IWS iShares Russell Mid-Cap Value ETF
+0.82%
+$8,652 
AMZN Amazon.com Inc
+0.8%
+$10,021.41 
VUG Vanguard Growth ETF
+0.8%
+$140,853.35 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$53,657.6 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$2,176.48 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.71%
+$2,825.87 
VO Vanguard Mid-Cap ETF
+0.67%
+$80,496.9 
CATH Global X S&P 500 Catholic Values ETF
+0.65%
+$2,175.44 
HGER Harbor Commodity All-Weather Fund
+0.65%
+$6,303.15 
VYMI Vanguard International High Dividend Yield Index Fund
+0.64%
+$6,693.33 
GS The Goldman Sachs Group, Inc.
+0.64%
+$2,128.41 
SDY SPDR S&P Dividend ETF
+0.63%
+$6,422.07 
BLK BlackRock, Inc.
+0.63%
+$4,607.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$3,286 
IVV iShares Core S&P 500 ETF
+0.6%
+$16,184.11 
IWD iShares Russell 1000 Value ETF
+0.57%
+$17,243.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$19,880.46 
DVY iShares Select Dividend ETF
+0.52%
+$3,743.85 
GPIX S&P 500 Core Premium Income Fund
+0.48%
+$12,522.6 
CSCO Cisco Systems, Inc.
+0.45%
+$3,669.84 
VTV Vanguard Value ETF
+0.43%
+$118,578.53 
PEP PepsiCo, Inc.
+0.42%
+$3,581.65 
AEP American Electric Power Company, Inc.
+0.39%
+$876.12 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.39%
+$2,488.37 
STLD Steel Dynamics Inc.
+0.38%
+$14,731.69 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.36%
+$5,283.38 
JPM JPMorgan Chase & Co.
+0.33%
+$5,456.93 
META Meta Platforms Inc Class A
+0.33%
+$1,041.75 
AAPL Apple Inc.
+0.29%
+$11,767.72 
BAC Bank of America Corporation
+0.25%
+$579.04 
HDV iShares Core High Dividend ETF
+0.21%
+$722.4 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$1,056 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$469.69 
NURE Nuveen Short Term REIT ETF
+0.2%
+$583.11 
IBTL iShares iBonds Dec 2031 Term Fund
+0.2%
+$634.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$18,518.15 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$24,305 
BINC iShares Flexible Income Active ETF
+0.17%
+$25,984.24 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$3,346.75 
MRK Merck & Co., Inc.
+0.16%
+$371.02 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$462.42 
CAAA First Trust Commercial Mortgage Opportunities ETF
+0.15%
+$18,794.46 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.14%
+$519.57 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.11%
+$2,834.04 
BAB Invesco Taxable Municipal Bond ETF
+0.1%
+$263.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$169.66 
NEE NextEra Energy, Inc.
+0.06%
+$156.05 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$1,404.28 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$54.23 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$98.58 
CMI Cummins Inc.
+0.01%
+$29.68 
MSFT Microsoft Corp.
+0.01%
+$192.34 
HONIV Honeywell International Inc.
0%
$0 
V Visa Inc. Class A
-2.18%
-$7,400.2 
CAT Caterpillar Inc.
-1.72%
-$12,432.15 
MAR Marriott International Inc. - Class A
-1.58%
-$3,757.8 
CVX Chevron Corporation
-1.42%
-$8,372.32 
GL Globe Life Inc.
-1.25%
-$5,359.01 
AMLP Alerian MLP ETF
-1.24%
-$5,986.71 
GOOGL Alphabet Inc
-0.98%
-$16,240 
GOOG Alphabet Inc
-0.91%
-$4,489.69 
PG Procter & Gamble Co
-0.82%
-$4,313.9 
MCD McDonald's Corporation
-0.64%
-$3,232.31 
WM Waste Management, Inc.
-0.58%
-$2,099.77 
LLY Eli Lilly and Company
-0.58%
-$7,292.16 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$1,877.08 
WFC Wells Fargo & Company
-0.41%
-$3,043.77 
XLF Financial Select Sector SPDR Fund
-0.33%
-$1,301.69 
WMT Walmart Inc.
-0.22%
-$1,072 
SO The Southern Company
-0.21%
-$611.8 
COST Costco Wholesale Corporation
-0.14%
-$424.33 
RTX RTX Corporation
-0.12%
-$388.53 
PAYX Paychex Inc.
-0.07%
-$217.61 
LIN Linde plc
-0.05%
-$116.14 
CLOA iShares AAA CLO ETF
-0.01%
-$1,186.69 
JEPI JPMorgan Equity Premium Income Fund
-0.01%
-$251.93 Events
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Dividends
Dividend Analysis
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| Trades 1376 | Longs Won 1008/1376 73% | Profit Factor 14.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,385.19 |
| Average Win $71,049.34 | Best Trade (Aug 08) $6.12M | Sharpe Ratio -11.77 |
| Average Loss -$13,162.64 | Worst Trade (Aug 08) -$191,331.85 | Z-Score 6.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $48,527.53 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kate L. Miller?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $6.42M, iShares Core S&P Mid-Cap ETF - $1.78M, Apple Inc - $1.72M, Microsoft Corp - $1.53M, and Alphabet Inc - $1.36M. 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: Pfizer Inc - $433,214.32, SPDR S&P Global Natural Resources ETF - $165,895.8, Genuine Parts Company - $143,574.7, UnitedHealth Group Incorporated - $134,930.09, and Northrop Grumman Corporation - $108,895.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kate L. Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.54M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $813,461.84, iShares Flexible Income Active ETF - $705,554.18, JPMorgan Equity Premium Income Fund - $559,298.19, iShares AAA CLO ETF - $496,085.96, and First Trust Commercial Mortgage Opportunities ETF - $402,538.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kate L. Miller's monthly returns?
Kate L. Miller'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 Kate L. Miller's strategy be considered aggressive or moderate?
Kate L. Miller'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 Kate L. Miller's strategy?
Kate L. Miller'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.
