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:
28.1%
Gain -0.01%
Monthly
0.79%
Yearly
9.86%
Drawdown
11.53%
$229.17M
Equity
Holdings
$229.17M
Investment
$197.83M
$61.64M
Profit -$2,814.47
Realized
$24.17M
Unrealized
$37.47M
Dividends
$10.49M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$2,814.47
Win %
75%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$2,814.47
Win %
75%
This Month
Compared to last month
Gain
-0.14%
Profit
-$322,478.18
Win %
75%
This Year
Compared to last year
Gain
1.02%
Profit
$4.37M
Win %
74%
AMAT Applied Materials, Inc.
+2.64%
+$15,457.37 
GS The Goldman Sachs Group, Inc.
+2.62%
+$8,810.75 
VZ Verizon Communications Inc.
+2.49%
+$4,960.8 
MCHP Microchip Technology Incorporated
+2.48%
+$8,565.2 
JPM JPMorgan Chase & Co.
+2.31%
+$31,840.96 
WFC Wells Fargo & Company
+1.61%
+$10,649.31 
BLK BlackRock, Inc.
+1.52%
+$9,884.21 
CAT Caterpillar Inc.
+1.44%
+$10,999.01 
MAR Marriott International Inc. - Class A
+1.42%
+$3,576.45 
PAYX Paychex Inc.
+1.37%
+$3,481.6 
XLF Financial Select Sector SPDR Fund
+1.37%
+$4,932.72 
NEE NextEra Energy, Inc.
+1.35%
+$3,437.35 
ABBV AbbVie Inc.
+1.32%
+$7,743.36 
GNR SPDR S&P Global Natural Resources ETF
+1.21%
+$21,953.17 
DVY iShares Select Dividend ETF
+1.19%
+$8,290.02 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$11,807.24 
STLD Steel Dynamics Inc.
+1.15%
+$48,092.52 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.13%
+$5,776.85 
JNJ Johnson & Johnson
+1.07%
+$11,333.48 
V Visa Inc. Class A
+1.05%
+$2,862.4 
GL Globe Life Inc.
+1%
+$4,868.72 
IWD iShares Russell 1000 Value ETF
+0.98%
+$27,565.5 
SMMD iShares Russell 2500 ETF
+0.98%
+$4,267.35 
VO Vanguard Mid-Cap ETF
+0.97%
+$99,329.61 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$58,588.32 
VTV Vanguard Value ETF
+0.94%
+$244,925.81 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$29,900.74 
IWM iShares Russell 2000 ETF
+0.87%
+$10,383.56 
HDV iShares Core High Dividend ETF
+0.87%
+$2,409.6 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$8,406.28 
PG Procter & Gamble Co
+0.86%
+$4,693.92 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$5,023.2 
SDY SPDR S&P Dividend ETF
+0.83%
+$8,176.25 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.78%
+$5,014 
SO The Southern Company
+0.78%
+$2,191.46 
CVX Chevron Corporation
+0.75%
+$3,527.97 
MO Altria Group, Inc.
+0.74%
+$1,709.78 
HD The Home Depot, Inc.
+0.73%
+$5,040.84 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$29,256.71 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$5,706.64 
VB Vanguard Small-Cap ETF
+0.7%
+$12,359.94 
EMR Emerson Electric Co.
+0.69%
+$2,623.49 
NURE Nuveen Short Term REIT ETF
+0.66%
+$1,864.19 
MS Morgan Stanley
+0.65%
+$2,043.77 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$5,436.5 
CMI Cummins Inc.
+0.59%
+$2,248.43 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$19,851.02 
AEP American Electric Power Company, Inc.
+0.58%
+$1,341 
IVV iShares Core S&P 500 ETF
+0.55%
+$12,724.06 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$2,912.1 
HON Honeywell International Inc.
+0.54%
+$2,102.73 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$5,130 
GOOGL Alphabet Inc
+0.53%
+$5,708.99 
CATH Global X S&P 500 Catholic Values ETF
+0.47%
+$1,502.56 
GOOG Alphabet Inc
+0.45%
+$2,054.4 
WMT Walmart Inc.
+0.45%
+$1,834.38 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$11,835.89 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,173.02 
IXUS iShares Core International Stock ETF
+0.43%
+$2,495.67 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.4%
+$1,565.1 
GD General Dynamics Corporation
+0.38%
+$965.61 
PSA Public Storage Common Stock
+0.38%
+$926.2 
PEP PepsiCo, Inc.
+0.38%
+$4,338.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$37,608.96 
WM Waste Management, Inc.
+0.3%
+$1,116.08 
XOM Exxon Mobil Corporation
+0.28%
+$502.64 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$837.6 
CAAA First Trust Commercial Mortgage Opportunities ETF
+0.2%
+$22,044.48 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$3,998.7 
VGK Vanguard FTSE Europe ETF
+0.18%
+$440.96 
VUG Vanguard Growth ETF
+0.18%
+$24,244.2 
NVDA NVIDIA Corporation
+0.16%
+$2,446.08 
PFE Pfizer Inc.
+0.15%
+$345.84 
BINC iShares Flexible Income Active ETF
+0.13%
+$18,711.63 
MSFT Microsoft Corp.
+0.1%
+$2,333.14 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$238.68 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$2,187.68 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$4,803.68 
CLOA iShares AAA CLO ETF
+0.02%
+$2,134.08 
MCD McDonald's Corporation
+0.01%
+$62.42 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$35,021.29 
AAPL Apple Inc.
-1.52%
-$49,504.5 
LMT Lockheed Martin Corporation
-1.52%
-$6,254.13 
MRK Merck & Co., Inc.
-1.42%
-$3,011.3 
AMZN Amazon.com Inc
-1.23%
-$8,592.85 
IBM International Business Machines Corporation
-0.95%
-$3,486.99 
AVGO Broadcom Inc.
-0.91%
-$5,544 
CSCO Cisco Systems, Inc.
-0.6%
-$4,432.57 
HGER Harbor Commodity All-Weather Fund
-0.46%
-$3,823.82 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
-0.37%
-$6,357.12 
AMLP Alerian MLP ETF
-0.34%
-$1,721.88 
META Meta Platforms Inc Class A
-0.26%
-$678.6 
BAB Invesco Taxable Municipal Bond ETF
-0.22%
-$754.86 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$441.1 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$499.51 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$496.89 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$683.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$11,366.4 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$354.46 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$11,543.22 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.03%
-$953 Events
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Dividends
Dividend Analysis
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| Trades 1283 | Longs Won 932/1283 72% | Profit Factor 16.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,669.51 |
| Average Win $70,369.42 | Best Trade (Jun 14) $6.04M | Sharpe Ratio -12.93 |
| Average Loss -$11,239.9 | Worst Trade (Dec 30) -$182,534.98 | Z-Score -4.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $48,042.95 |
| 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 | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
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Returns
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