Kyle Kelley Portfolio
Invests via Family Capital Management Inc. | Managed by Kyle Kelley
Invests via Family Capital Management Inc.
Managed by Kyle Kelley
Automatically Tracked
Kyle Kelley Profile
Kyle Kelley stands out as an innovative force in the technology sector, leveraging a rich blend of operational experience and entrepreneurial vision. Having co-founded several successful startups, he has adeptly navigated market dynamics to build disruptive products that resonate with consumer needs. His keen insights into emerging technologies enhance his credibility among investors seeking transformative opportunities. Kelley's role as a growth-stage leader reflects his commitment to fostering sustainable business practices while driving scalability in competitive landscapes. With a focus on digital transformation and user-centric solutions, he plays a crucial part in shaping industry standards and influencing next-generation innovations.
Kyle Kelley stands out as an innovative force in the technology sector, leveraging a rich blend of operational experience and entrepreneurial vision. Having co-founded several successful startups, he has adeptly navigated market dynamics to build disruptive products that resonate with consumer needs. His keen insights into emerging technologies enhance his credibility among investors seeking transformative opportunities. Kelley's role as a growth-stage leader reflects his commitment to fostering sustainable business practices while driving scalability in competitive landscapes. With a focus on digital transformation and user-centric solutions, he plays a crucial part in shaping industry standards and influencing next-generation innovations.
Investment Philosophy & Strategy
Opportunity identification in the technology landscape is at the forefront of decision-making. Kyle Kelley combines a deep understanding of consumer trends with entrepreneurial agility to drive innovation across his ventures. His focus on creating user-centric solutions allows for strategic adaptability and rapid market penetration, making him a formidable player in digital transformation. By fostering collaboration and aligning operational efficiencies, he aims to deliver impactful products that not only meet but exceed consumer expectations. This approach positions him as a pivotal figure capable of navigating complexities within competitive markets while pursuing scalable growth opportunities.
Opportunity identification in the technology landscape is at the forefront of decision-making. Kyle Kelley combines a deep understanding of consumer trends with entrepreneurial agility to drive innovation across his ventures. His focus on creating user-centric solutions allows for strategic adaptability and rapid market penetration, making him a formidable player in digital transformation. By fostering collaboration and aligning operational efficiencies, he aims to deliver impactful products that not only meet but exceed consumer expectations. This approach positions him as a pivotal figure capable of navigating complexities within competitive markets while pursuing scalable growth opportunities.
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:
55.75%
Gain +1.45%
Monthly
1.37%
Yearly
17.72%
Drawdown
18.32%
$249.37M
Equity
Holdings
$249.37M
Investment
$173.06M
$89.28M
Profit +$2.47M
Realized
$12.96M
Unrealized
$76.31M
Dividends
$9.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$2.47M
Win %
81%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.06M
Win %
81%
This Month
Compared to last month
Gain
-2.07%
Profit
-$5.28M
Win %
81%
This Year
Compared to last year
Gain
11.03%
Profit
$24.77M
Win %
82%
AMAT Applied Materials, Inc.
+6.9%
+$147,609.59 
MSTR Strategy Inc.
+6.43%
+$21,548.13 
NVS Novartis AG Sponsored ADR
+4.5%
+$19,796.29 
TQQQ ProShares UltraPro QQQ
+3.37%
+$18,189.84 
ORCL Oracle Corporation
+3.22%
+$7,157.86 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$47,390.22 
TSLA Tesla, Inc.
+2.78%
+$20,888.94 
LRCX Lam Research Corporation
+2.75%
+$13,884.58 
FPX First Trust US Equity Opportunities ETF
+2.27%
+$6,637.84 
CAT Caterpillar Inc.
+2.15%
+$20,545.44 
AZN AstraZeneca PLC American Depositary Shares
+1.72%
+$7,275.93 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$20,675.26 
HON Honeywell International Inc.
+1.49%
+$1,758.96 
MRK Merck & Co., Inc.
+1.37%
+$16,903.1 
AVGO Broadcom Inc.
+1.32%
+$28,375 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$20,568.84 
JPM JPMorgan Chase & Co.
+1.18%
+$9,587.83 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$311,938.78 
XOM Exxon Mobil Corporation
+1.14%
+$4,326.4 
GE General Electric Company
+1.05%
+$3,473.61 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$93,040.26 
LLY Eli Lilly and Company
+1.01%
+$9,305.77 
IWY iShares Russell Top 200 Growth ETF
+1%
+$179,180.4 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$34,270.64 
RTX RTX Corporation
+0.9%
+$6,943.35 
ABBV AbbVie Inc.
+0.87%
+$7,420.11 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.8%
+$2,626.32 
WFC Wells Fargo & Company
+0.75%
+$2,724.8 
PFE Pfizer Inc.
+0.65%
+$4,499.04 
NVDA NVIDIA Corporation
+0.55%
+$14,763 
VUG Vanguard Growth ETF
+0.55%
+$1,567.98 
VB Vanguard Small-Cap ETF
+0.54%
+$23,365.15 
EPS WisdomTree U.S. LargeCap Fund
+0.52%
+$4,000 
IWL iShares Russell Top 200 ETF
+0.51%
+$12,989.86 
RDVY First Trust Rising Dividend Achievers ETF
+0.5%
+$7,154.8 
JNJ Johnson & Johnson
+0.5%
+$4,387.38 
CTVA Corteva Inc.
+0.48%
+$1,105.56 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.47%
+$33,797.52 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$105,303.36 
VOO Vanguard S&P 500 ETF
+0.45%
+$22,278.9 
VTV Vanguard Value ETF
+0.45%
+$1,578.78 
MAR Marriott International Inc. - Class A
+0.4%
+$1,987.46 
RY Royal Bank of Canada
+0.38%
+$1,334.31 
IGRO iShares International Dividend Growth ETF
+0.37%
+$5,849.58 
DAL Delta Air Lines, Inc.
+0.36%
+$1,152.6 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$14,182.35 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.35%
+$11,619.34 
BUFR FT Vestladder Buffer ETF-USD I
+0.33%
+$26,071.68 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.26%
+$10,816.75 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.2%
+$7,918.44 
IUSV iShares Core S&P U.S. Value ETF
+0.19%
+$16,126.08 
PII Polaris Inc.
+0.16%
+$481.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.16%
+$870.75 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.15%
+$4,275.4 
HLT Hilton Worldwide Holdings Inc.
+0.14%
+$395.56 
META Meta Platforms Inc Class A
+0.09%
+$1,557.76 
DGRO iShares Core Dividend Growth ETF
+0.09%
+$214.96 
CFO VictoryShares US 500 Enhanced ETF
+0.07%
+$949.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$5,187.07 
ITM VanEck Intermediate Muni ETF
+0.02%
+$96.49 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$85.56 
PHDG Invesco S&P 500 Downside Hedged ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TJX The TJX Companies, Inc.
-1.61%
-$5,836.65 
MO Altria Group, Inc.
-1.37%
-$5,294.82 
ECL Ecolab Inc.
-1.3%
-$3,029.32 
HD The Home Depot, Inc.
-1.18%
-$3,341.12 
LNG Cheniere Energy Inc.
-1.18%
-$2,551.19 
RCI Rogers Communications Inc.
-1.18%
-$2,566.6 
PM Philip Morris International Inc.
-1.07%
-$3,648.26 
MCD McDonald's Corporation
-1.04%
-$1,824.66 
AMZN Amazon.com Inc
-1.03%
-$180,120.12 
LOW Lowe's Companies Inc.
-0.99%
-$1,877.17 
MA Mastercard Incorporated
-0.97%
-$8,186.22 
V Visa Inc. Class A
-0.92%
-$8,364.95 
MOAT VanEck Morningstar Wide Moat Fund
-0.81%
-$3,827.86 
COST Costco Wholesale Corporation
-0.72%
-$2,764.51 
GOOG Alphabet Inc
-0.71%
-$9,293.87 
GOOGL Alphabet Inc
-0.69%
-$26,450.55 
MSFT Microsoft Corp.
-0.6%
-$21,179.63 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.58%
-$5,698.03 
DFCF Dimensional Core Fixed Income ETF
-0.54%
-$21,301.65 
ITB iShares U.S. Home Construction ETF
-0.52%
-$1,270 
PEP PepsiCo, Inc.
-0.51%
-$2,489.49 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.51%
-$23,385.07 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$2,160.51 
SYY Sysco Corporation
-0.4%
-$1,505.92 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.36%
-$17,451.33 
FMB First Trust Managed Municipal Fund
-0.35%
-$5,394.33 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$1,843.92 
FVD First Trust Value Line Dividend Index Fund
-0.3%
-$12,567.6 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$4,650.99 
DFNM Dimensional National Municipal Bond ETF
-0.3%
-$5,549.43 
KO The Coca-Cola Company
-0.26%
-$1,374.49 
EPD Enterprise Products Partners L.P.
-0.21%
-$447.92 
DE Deere & Company
-0.2%
-$518.84 
FITB Fifth Third Bancorp
-0.19%
-$505.56 
AXP American Express Company
-0.17%
-$2,584.2 
AAPL Apple Inc.
-0.15%
-$11,262 
FBND Fidelity Total Bond ETF
-0.12%
-$5,345.56 
SCMB Schwab Municipal Bond ETF
-0.1%
-$891.15 
MUB iShares National Muni Bond ETF
-0.09%
-$1,180.76 
DIS The Walt Disney Company
-0.09%
-$216.16 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$187.46 Events
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Dividends
Dividend Analysis
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| Trades 973 | Longs Won 771/973 79% | Profit Factor 50.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $528,967.89 |
| Average Win $118,128.19 | Best Trade (Jul 22) $12.28M | Sharpe Ratio -10.28 |
| Average Loss -$8,902.61 | Worst Trade (Jul 24) -$128,314.65 | Z-Score 22.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $91,755.92 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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Returns
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FAQ
Which stocks have generated the highest profits for Kyle Kelley?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree U.S. Quality Dividend Growth Fund - $4.23M, Schwab U.S. Dividend Equity ETF - $2.44M, iShares Russell 1000 Growth ETF - $998,173.11, NVIDIA Corporation - $884,830.32, and First Trust TCW Opportunistic Fixed Income Fund - $778,492.2. 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: Dow Inc - $64,716.48, NuScale Power Corporation - $29,872, S&P Global Inc - $26,841.82, Procter & Gamble Co - $21,919.15, and Honeywell International Inc - $17,730.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Kelley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.42M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.14M, First Trust TCW Opportunistic Fixed Income Fund - $765,353.55, First Trust Enhanced Short Maturity Fund - $683,349.26, WisdomTree U.S. Quality Dividend Growth Fund - $633,793.25, and Fidelity Total Bond ETF - $609,261.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Kelley's monthly returns?
Kyle Kelley'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 Kyle Kelley's strategy be considered aggressive or moderate?
Kyle Kelley'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 Kyle Kelley's strategy?
Kyle Kelley'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.
