KK
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:
33.18%
Gain 0%
Monthly
0.9%
Yearly
11.36%
Drawdown
15.14%
$252.49M
Equity
Holdings
$252.49M
Investment
$180.98M
$91.06M
Profit +$15,553.74
Realized
$11.98M
Unrealized
$79.08M
Dividends
$8.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
$15,553.74
Win %
84%
This Week
Compared To Last Week
Gain
0.01%
Profit
$15,553.74
Win %
84%
This Month
Compared to last month
Gain
-1.62%
Profit
-$4.15M
Win %
84%
This Year
Compared to last year
Gain
5.17%
Profit
$13.4M
Win %
84%
AMAT Applied Materials, Inc.
+2.64%
+$59,491.88 
FITB Fifth Third Bancorp
+2.45%
+$6,020.76 
JPM JPMorgan Chase & Co.
+2.31%
+$17,323.1 
PII Polaris Inc.
+2.22%
+$6,389.46 
AXP American Express Company
+2.18%
+$29,933.69 
TQQQ ProShares UltraPro QQQ
+1.99%
+$12,046.76 
PM Philip Morris International Inc.
+1.95%
+$6,251.63 
TSLA Tesla, Inc.
+1.82%
+$14,792.96 
WFC Wells Fargo & Company
+1.61%
+$5,575.36 
DE Deere & Company
+1.55%
+$3,854.23 
DAL Delta Air Lines, Inc.
+1.5%
+$4,648.16 
CAT Caterpillar Inc.
+1.44%
+$14,285.77 
MAR Marriott International Inc. - Class A
+1.42%
+$7,667.05 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$7,006.46 
ABBV AbbVie Inc.
+1.32%
+$9,992.96 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$3,676.93 
LRCX Lam Research Corporation
+1.18%
+$7,074.23 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.13%
+$3,762.42 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$15,382.82 
JNJ Johnson & Johnson
+1.07%
+$8,950.96 
FPX First Trust US Equity Opportunities ETF
+1.06%
+$3,191.88 
V Visa Inc. Class A
+1.05%
+$8,453.6 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$94,653.68 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.99%
+$70,411.5 
VTV Vanguard Value ETF
+0.94%
+$3,238.1 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.91%
+$35,369.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$67,455.16 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$11,042.48 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$4,124.61 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$7,702.96 
GE General Electric Company
+0.76%
+$2,471.4 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$63,004.12 
MO Altria Group, Inc.
+0.74%
+$2,751.23 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$29,324.4 
HD The Home Depot, Inc.
+0.73%
+$2,018.24 
MA Mastercard Incorporated
+0.71%
+$5,319.51 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$10,836.72 
VB Vanguard Small-Cap ETF
+0.7%
+$30,176.79 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$1,719.64 
CFO VictoryShares US 500 Enhanced ETF
+0.69%
+$9,491.5 
COST Costco Wholesale Corporation
+0.68%
+$2,743.91 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,576.84 
ECL Ecolab Inc.
+0.68%
+$1,545.04 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$165,792.32 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$1,403.44 
EPS WisdomTree U.S. LargeCap Fund
+0.56%
+$4,300 
VOO Vanguard S&P 500 ETF
+0.55%
+$26,821.42 
HON Honeywell International Inc.
+0.54%
+$1,245.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$2,836.8 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$122,317.13 
GOOGL Alphabet Inc
+0.53%
+$20,790.35 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$21,192.09 
LNG Cheniere Energy Inc.
+0.47%
+$933.66 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.47%
+$21,915.63 
GOOG Alphabet Inc
+0.45%
+$5,960 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,869.42 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$16,364.25 
PEP PepsiCo, Inc.
+0.38%
+$1,934.28 
PHDG Invesco S&P 500 Downside Hedged ETF
+0.36%
+$3,007.35 
IWL iShares Russell Top 200 ETF
+0.36%
+$9,120.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$5,454.72 
XOM Exxon Mobil Corporation
+0.28%
+$1,049.56 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$21,726.4 
IGRO iShares International Dividend Growth ETF
+0.23%
+$3,545.2 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$7,416.6 
VUG Vanguard Growth ETF
+0.18%
+$505.8 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$4,750.45 
NVDA NVIDIA Corporation
+0.16%
+$4,256 
PFE Pfizer Inc.
+0.15%
+$1,124.76 
RY Royal Bank of Canada
+0.14%
+$456.01 
KO The Coca-Cola Company
+0.11%
+$575.37 
MSFT Microsoft Corp.
+0.1%
+$3,479.11 
TJX The TJX Companies, Inc.
+0.04%
+$163.1 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,213.12 
ORCL Oracle Corporation
+0.02%
+$54.97 
MCD McDonald's Corporation
+0.01%
+$26.17 
AZN
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$22,499.71 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$32,732.17 
AAPL Apple Inc.
-1.52%
-$100,354.5 
MRK Merck & Co., Inc.
-1.42%
-$17,002.5 
AMZN Amazon.com Inc
-1.23%
-$206,648.74 
AVGO Broadcom Inc.
-0.91%
-$19,862.52 
ITB iShares U.S. Home Construction ETF
-0.81%
-$2,006.6 
SYY Sysco Corporation
-0.56%
-$2,117.7 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,503.23 
RCI Rogers Communications Inc.
-0.54%
-$1,314.6 
RTX RTX Corporation
-0.37%
-$2,705.76 
DIS The Walt Disney Company
-0.3%
-$762.9 
META Meta Platforms Inc Class A
-0.26%
-$3,962.88 
FBND Fidelity Total Bond ETF
-0.13%
-$5,831.52 
LOW Lowe's Companies Inc.
-0.12%
-$250.29 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$3,786.96 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$187.46 
ITM VanEck Intermediate Muni ETF
-0.09%
-$397.88 
EPD Enterprise Products Partners L.P.
-0.08%
-$167.97 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$3,609.13 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$773.44 
FMB First Trust Managed Municipal Fund
-0.04%
-$601.04 
MUB iShares National Muni Bond ETF
-0.01%
-$124.23 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$85.56 
IWY iShares Russell Top 200 Growth ETF
0%
-$638.59 Events
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Dividends
Dividend Analysis
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| Trades 973 | Longs Won 779/973 80% | Profit Factor 44.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $559,987.12 |
| Average Win $119,561.65 | Best Trade (Jun 14) $12.62M | Sharpe Ratio -8.93 |
| Average Loss -$10,718.06 | Worst Trade (Jun 14) -$322,663.5 | Z-Score 24.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $93,586.04 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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