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:
53.13%
Gain -0.25%
Monthly
1.08%
Yearly
13.8%
Drawdown
14.76%
$245.09M
Equity
Holdings
$245.09M
Investment
$207.86M
$61.61M
Profit -$388,917.79
Realized
$24.37M
Unrealized
$37.24M
Dividends
$12.42M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$388,917.79
Win %
67%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$911,825.14
Win %
67%
This Month
Compared to last month
Gain
-0.26%
Profit
-$634,028.79
Win %
67%
This Year
Compared to last year
Gain
-0.32%
Profit
-$711,480.26
Win %
67%
CVX Chevron Corporation
+3.06%
+$19,618.72 
MO Altria Group, Inc.
+2.83%
+$6,567.96 
HD The Home Depot, Inc.
+2.68%
+$12,806.12 
MCD McDonald's Corporation
+2.41%
+$10,142.97 
PEP PepsiCo, Inc.
+2.15%
+$16,400.41 
WMT Walmart Inc.
+2.08%
+$9,626.56 
PAYX Paychex Inc.
+2.07%
+$5,376 
RTX RTX Corporation
+2.01%
+$5,209.19 
V Visa Inc. Class A
+1.86%
+$6,345.63 
WFC Wells Fargo & Company
+1.7%
+$11,703.51 
GL Globe Life Inc.
+1.6%
+$6,026 
LMT Lockheed Martin Corporation
+1.59%
+$5,811.45 
MAR Marriott International Inc. - Class A
+1.57%
+$3,708.21 
HGER Harbor Commodity All-Weather Fund
+1.52%
+$16,208.1 
HDV iShares Core High Dividend ETF
+1.52%
+$5,177.2 
IBM International Business Machines Corporation
+1.42%
+$3,061.51 
PG Procter & Gamble Co
+1.38%
+$7,321.06 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+1.23%
+$16,732.8 
BRK-B Berkshire Hathaway Inc.
+1.18%
+$3,981.28 
DVY iShares Select Dividend ETF
+1.15%
+$7,844.32 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.14%
+$6,906.9 
AMLP Alerian MLP ETF
+1.08%
+$4,974.26 
SDY SPDR S&P Dividend ETF
+1.07%
+$10,184.59 
SCHD Schwab U.S. Dividend Equity ETF
+1.05%
+$35,816.22 
AAPL Apple Inc.
+0.93%
+$39,907.92 
NURE Nuveen Short Term REIT ETF
+0.92%
+$2,382.8 
GD General Dynamics Corporation
+0.78%
+$1,872.82 
XLF Financial Select Sector SPDR Fund
+0.73%
+$2,706.14 
COST Costco Wholesale Corporation
+0.55%
+$1,606.8 
IWS iShares Russell Mid-Cap Value ETF
+0.52%
+$5,191.2 
CMI Cummins Inc.
+0.47%
+$1,455.82 
BAB Invesco Taxable Municipal Bond ETF
+0.47%
+$1,263 
WM Waste Management, Inc.
+0.46%
+$1,504.32 
STLD Steel Dynamics Inc.
+0.45%
+$15,626.16 
VTV Vanguard Value ETF
+0.43%
+$116,714.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.42%
+$2,199.5 
IJH iShares Core S&P Mid-Cap ETF
+0.34%
+$15,223.32 
MDY SPDR S&P MidCap 400 ETF Trust
+0.31%
+$2,395 
AEP American Electric Power Company, Inc.
+0.3%
+$661.56 
GOVT iShares U.S. Treasury Bond ETF
+0.3%
+$39,495.62 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.29%
+$1,805.04 
JEPI JPMorgan Equity Premium Income Fund
+0.29%
+$8,313.69 
AGG iShares Core U.S. Aggregate Bond ETF
+0.29%
+$28,570.86 
IWD iShares Russell 1000 Value ETF
+0.28%
+$8,328.3 
BND Vanguard Total Bond Market Index Fund
+0.28%
+$1,372.8 
VO Vanguard Mid-Cap ETF
+0.22%
+$25,612.65 
JPM JPMorgan Chase & Co.
+0.15%
+$2,262.09 
XLI Industrial Select Sector SPDR Fund
+0.14%
+$296.64 
SO The Southern Company
+0.14%
+$367.08 
CAAA First Trust Commercial Mortgage Opportunities ETF
+0.14%
+$17,353.55 
IBTL iShares iBonds Dec 2031 Term Fund
+0.13%
+$396.5 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$7,665.34 
VB Vanguard Small-Cap ETF
+0.08%
+$1,420.08 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.07%
+$259.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.05%
+$167.52 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$662.66 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$83.75 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$42.41 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.02%
+$515.28 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$49.29 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
INTC Intel Corporation
-5.78%
-$13,014.6 
AVGO Broadcom Inc.
-4.02%
-$25,591.48 
MCHP Microchip Technology Incorporated
-2.96%
-$8,486.93 
LLY Eli Lilly and Company
-2.87%
-$36,290.79 
NVDA NVIDIA Corporation
-2.7%
-$68,450.24 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$19,274.93 
CAT Caterpillar Inc.
-1.91%
-$13,090.46 
MS Morgan Stanley
-1.74%
-$4,983.02 
AMZN Amazon.com Inc
-1.74%
-$20,778.44 
XLK State Street Technology Select Sector SPDR ETF
-1.72%
-$18,293.02 
TSLA Tesla, Inc.
-1.61%
-$3,029.96 
AMAT Applied Materials, Inc.
-1.5%
-$7,291.41 
MSFT Microsoft Corp.
-1.37%
-$46,482.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.35%
-$2,963.79 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$47,204.64 
IWF iShares Russell 1000 Growth ETF
-1.27%
-$192,043.83 
VUG Vanguard Growth ETF
-1.2%
-$220,207.35 
JNJ Johnson & Johnson
-1.12%
-$13,545.12 
MRK Merck & Co., Inc.
-1.09%
-$2,875.23 
CSCO Cisco Systems, Inc.
-1.08%
-$8,655.39 
BAC Bank of America Corporation
-1.01%
-$1,954.26 
GS The Goldman Sachs Group, Inc.
-0.95%
-$2,711.25 
GOOGL Alphabet Inc
-0.94%
-$15,265.6 
GOOG Alphabet Inc
-0.94%
-$4,531.4 
XLV Health Care Select Sector SPDR Fund
-0.92%
-$2,765.2 
IXUS iShares Core International Stock ETF
-0.87%
-$6,065.64 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.87%
-$3,446.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.75%
-$94,266.33 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.73%
-$3,837.36 
LIN Linde plc
-0.64%
-$1,570.55 
EMR Emerson Electric Co.
-0.63%
-$2,722.96 
IVV iShares Core S&P 500 ETF
-0.55%
-$14,829.71 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$12,551.07 
CATH Global X S&P 500 Catholic Values ETF
-0.5%
-$1,677.62 
BLK BlackRock, Inc.
-0.46%
-$3,180.1 
ABBV AbbVie Inc.
-0.41%
-$3,156.54 
GPIX S&P 500 Core Premium Income Fund
-0.35%
-$9,276 
VYMI Vanguard International High Dividend Yield Index Fund
-0.33%
-$3,296.7 
META Meta Platforms Inc Class A
-0.32%
-$1,256.64 
VGK Vanguard FTSE Europe ETF
-0.3%
-$809.38 
NEE NextEra Energy, Inc.
-0.21%
-$514.96 
IWM iShares Russell 2000 ETF
-0.14%
-$2,325.57 
SMMD iShares Russell 2500 ETF
-0.12%
-$542.53 
BINC iShares Flexible Income Active ETF
-0.09%
-$12,992.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.04%
-$77.04 
CLOA iShares AAA CLO ETF
-0.03%
-$3,560.07 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
-0.01%
-$519.58 Events
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Dividends
Dividend Analysis
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| Trades 1376 | Longs Won 978/1376 71% | Profit Factor 10.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,892.84 |
| Average Win $69,986.9 | Best Trade (Oct 07) $6.48M | Sharpe Ratio -10.12 |
| Average Loss -$17,187.43 | Worst Trade (Oct 07) -$494,274.59 | Z-Score 3.07 (99.78%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $44,772.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,791 | $2.17M | $4.35M | - | $2.18M | 100.35% | +0.927% |
| ABBV AbbVie Inc. | 2,831 | $476,110.79 | $765,063.59 | - | $288,952.8 | 60.69% | -0.411% |
| AEP American Electric Power Company, Inc. | 1,788 | $201,150.48 | $218,940.6 | - | $17,790.12 | 8.84% | +0.303% |
| AGG iShares Core U.S. Aggregate Bond ETF | 105,818 | $10.51M | $10.01M | - | -$502,475.49 | -4.78% | +0.286% |
| AMAT Applied Materials, Inc. | 933 | $318,890.23 | $478,475.05 | - | $159,584.82 | 50.04% | -1.501% |
| AMLP Alerian MLP ETF | 8,804 | $427,502.82 | $465,951.7 | - | $38,448.88 | 8.99% | +1.079% |
| AMZN Amazon.com Inc | 4,597 | $854,670.97 | $1.17M | - | $319,402.83 | 37.37% | -1.739% |
| AVGO Broadcom Inc. | 1,692 | $563,374.42 | $611,463.44 | - | $48,089.02 | 8.54% | -4.017% |
| BAB Invesco Taxable Municipal Bond ETF | 10,525 | $283,434.2 | $267,335 | - | -$16,099.2 | -5.68% | +0.475% |
| BAC Bank of America Corporation | 3,619 | $206,211 | $191,734.62 | - | -$14,476.38 | -7.02% | -1.009% |
| BINC iShares Flexible Income Active ETF | 288,717 | $15.22M | $14.62M | - | -$594,009.17 | -3.9% | -0.089% |
| BLK BlackRock, Inc. | 649 | $687,168.72 | $691,009.77 | - | $3,841.05 | 0.56% | -0.458% |
| BND Vanguard Total Bond Market Index Fund | 7,040 | $506,734.98 | $494,172.8 | - | -$12,562.18 | -2.48% | +0.279% |
| BRK-B Berkshire Hathaway Inc. | 668 | $334,261 | $342,156.28 | - | $7,895.28 | 2.36% | +1.177% |
| CAAA First Trust Commercial Mortgage Opportunities ETF | 626,482 | $12.81M | $12.39M | - | -$421,725.97 | -3.29% | +0.14% |
| CAT Caterpillar Inc. | 844 | $300,015.09 | $673,782.08 | - | $373,766.99 | 124.58% | -1.906% |
| CATH Global X S&P 500 Catholic Values ETF | 3,647 | $253,065 | $335,305.18 | - | $82,240.18 | 32.5% | -0.498% |
| CLOA iShares AAA CLO ETF | 237,338 | $12.32M | $12.29M | - | -$24,748.77 | -0.2% | -0.029% |
| CMI Cummins Inc. | 593 | $151,781.1 | $308,226.57 | - | $156,445.47 | 103.07% | +0.475% |
| COST Costco Wholesale Corporation | 312 | $291,867 | $295,588.8 | - | $3,721.8 | 1.28% | +0.547% |
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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 - $6.43M, iShares Core S&P Mid-Cap ETF - $1.8M, 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 $12.42M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $939,788.33, iShares Flexible Income Active ETF - $771,358.56, JPMorgan Equity Premium Income Fund - $578,012.56, iShares AAA CLO ETF - $546,700.66, and First Trust Commercial Mortgage Opportunities ETF - $490,246.34. 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.
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