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:
64.18%
Gain -0.51%
Monthly
1.4%
Yearly
18.15%
Drawdown
18.34%
$258.12M
Equity
Holdings
$258.12M
Investment
$176.85M
$95.27M
Profit -$926,385.43
Realized
$14M
Unrealized
$81.26M
Dividends
$9.63M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$926,385.43
Win %
76%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$926,385.43
Win %
76%
This Month
Compared to last month
Gain
-1%
Profit
-$2.6M
Win %
76%
This Year
Compared to last year
Gain
0.22%
Profit
$562,940.52
Win %
77%
MSTR Strategy Inc.
+4.47%
+$19,456.17 
GOOGL Alphabet Inc
+3.08%
+$113,138.28 
GOOG Alphabet Inc
+2.97%
+$36,606.01 
META Meta Platforms Inc Class A
+2.91%
+$21,522.66 
WLY John Wiley & Sons Inc.
+2.89%
+$6,508.96 
MO Altria Group, Inc.
+2.32%
+$8,523.2 
MSFT Microsoft Corp.
+2.27%
+$87,933.73 
DIS The Walt Disney Company
+2.19%
+$6,440.12 
BUD Anheuser-Busch InBev S.A. ADR
+2.15%
+$4,756.08 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$9,831.36 
LLY Eli Lilly and Company
+2.04%
+$19,635.54 
ABBV AbbVie Inc.
+1.73%
+$15,668.76 
PM Philip Morris International Inc.
+1.7%
+$5,955.12 
NVS Novartis AG Sponsored ADR
+1.65%
+$7,494.89 
MAR Marriott International Inc. - Class A
+1.64%
+$7,694.68 
COST Costco Wholesale Corporation
+1.58%
+$6,065.82 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$6,498.46 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$3,846.05 
RCI Rogers Communications Inc.
+1.24%
+$2,817 
KVUE Kenvue Inc.
+1.21%
+$2,182.03 
KO The Coca-Cola Company
+1.1%
+$7,254.63 
LOW Lowe's Companies Inc.
+1.06%
+$2,139.21 
V Visa Inc. Class A
+1.05%
+$10,235.41 
HD The Home Depot, Inc.
+1%
+$2,836.63 
AXP American Express Company
+0.89%
+$11,934.72 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.86%
+$42,344.85 
BMY Bristol-Myers Squibb Company
+0.73%
+$1,750.26 
ITB iShares U.S. Home Construction ETF
+0.73%
+$1,651 
PII Polaris Inc.
+0.72%
+$1,742.58 
DE Deere & Company
+0.69%
+$2,259.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$48,214.53 
MA Mastercard Incorporated
+0.61%
+$5,916.6 
SYY Sysco Corporation
+0.58%
+$2,225.76 
JNJ Johnson & Johnson
+0.58%
+$5,659.51 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$2,936.63 
AAPL Apple Inc.
+0.54%
+$39,954.81 
PG Procter & Gamble Co
+0.52%
+$1,129.48 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.45%
+$4,223.33 
MRK Merck & Co., Inc.
+0.44%
+$6,299.47 
DAL Delta Air Lines, Inc.
+0.39%
+$1,147 
IGRO iShares International Dividend Growth ETF
+0.32%
+$5,203.76 
FVD First Trust Value Line Dividend Index Fund
+0.27%
+$10,888.8 
TJX The TJX Companies, Inc.
+0.12%
+$396.76 
PFE Pfizer Inc.
+0.05%
+$423.39 
PEP PepsiCo, Inc.
+0.04%
+$223.82 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$488.29 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$293.69 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PHDG Invesco S&P 500 Downside Hedged ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$38,255.6 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$107,089.57 
AMAT Applied Materials, Inc.
-6.73%
-$118,525.57 
APH Amphenol Corporation
-5.64%
-$29,817.92 
FTXL First Trust Nasdaq Semiconductor ETF
-5.45%
-$12,527.37 
INTC Intel Corporation
-5.3%
-$12,737.42 
AVGO Broadcom Inc.
-4.79%
-$101,131.42 
SMH VanEck Semiconductor ETF
-4.52%
-$8,201.5 
ORCL Oracle Corporation
-4.42%
-$11,903.19 
CAT Caterpillar Inc.
-4.15%
-$37,558.96 
AMD Advanced Micro Devices, Inc.
-3.9%
-$11,819.25 
NVDA NVIDIA Corporation
-2.85%
-$85,188.64 
GE General Electric Company
-1.98%
-$6,086.16 
FPX First Trust US Equity Opportunities ETF
-1.97%
-$5,653.28 
WFC Wells Fargo & Company
-1.94%
-$7,106.75 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$28,427 
JPM JPMorgan Chase & Co.
-1.72%
-$14,502.7 
TQQQ ProShares UltraPro QQQ
-1.72%
-$7,350.5 
CSCO Cisco Systems, Inc.
-1.65%
-$4,645.35 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$19,443.9 
LNG Cheniere Energy Inc.
-1.47%
-$3,673.6 
TSLA Tesla, Inc.
-1.4%
-$10,711.04 
RTX RTX Corporation
-1.32%
-$10,307.04 
CTVA Corteva Inc.
-1.27%
-$3,134.03 
AMZN Amazon.com Inc
-1.22%
-$220,506.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$19,182.35 
XOM Exxon Mobil Corporation
-0.85%
-$3,354.06 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$77,506.43 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$24,264 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$118,510.99 
FITB Fifth Third Bancorp
-0.63%
-$1,585.62 
LIN Linde plc
-0.62%
-$1,153.74 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$156,727.74 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$7,691.41 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.51%
-$19,608.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.49%
-$2,754 
VTV Vanguard Value ETF
-0.46%
-$1,659.33 
RY Royal Bank of Canada
-0.46%
-$2,037.9 
ECL Ecolab Inc.
-0.43%
-$1,142.4 
IWL iShares Russell Top 200 ETF
-0.37%
-$9,665.8 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$78,965.45 
VOO Vanguard S&P 500 ETF
-0.34%
-$17,017.96 
VB Vanguard Small-Cap ETF
-0.32%
-$13,634.88 
EPS WisdomTree U.S. LargeCap Fund
-0.31%
-$2,500 
EPD Enterprise Products Partners L.P.
-0.31%
-$740.76 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.27%
-$20,384.53 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$3,754.65 
TD The Toronto-Dominion Bank
-0.19%
-$553.66 
VUG Vanguard Growth ETF
-0.16%
-$472.91 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$6,418.12 
FMB First Trust Managed Municipal Fund
-0.14%
-$2,240.28 
SCMB Schwab Municipal Bond ETF
-0.14%
-$1,440.81 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$11,406.15 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$5,009.74 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$2,272.76 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.08%
-$268.28 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$1,486.45 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$4,931.16 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.06%
-$2,649.19 
MUB iShares National Muni Bond ETF
-0.05%
-$780.78 
ITM VanEck Intermediate Muni ETF
-0.04%
-$198.1 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$66.14 
CFO VictoryShares US 500 Enhanced ETF
-0.03%
-$345.9 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$98.2 
FBND Fidelity Total Bond ETF
-0.01%
-$496.58 Events
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Dividends
Dividend Analysis
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| Trades 1073 | Longs Won 829/1073 77% | Profit Factor 39.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $541,522.57 |
| Average Win $117,901.6 | Best Trade (Aug 14) $12.78M | Sharpe Ratio -9.66 |
| Average Loss -$10,136.02 | Worst Trade (Sep 01) -$124,326.98 | Z-Score 16.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $88,785.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,321 | $3.63M | $7.46M | - | $3.82M | 105.14% | +0.539% |
| ABBV AbbVie Inc. | 3,529 | $725,574.69 | $923,045.24 | - | $197,470.55 | 27.22% | +1.727% |
| AMAT Applied Materials, Inc. | 3,857 | $590,576.97 | $1.64M | - | $1.05M | 178.06% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 587 | $340,994 | $291,149.06 | - | -$49,844.94 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 70,225 | $7.71M | $17.81M | - | $10.1M | 131.08% | -1.223% |
| APH Amphenol Corporation | 6,304 | $277,880.32 | $499,213.76 | - | $221,333.44 | 79.65% | -5.636% |
| ASML ASML Holding N.V. New York Registry Shares | 908 | $675,041.24 | $1.43M | - | $759,925.64 | 112.57% | -6.945% |
| AVGO Broadcom Inc. | 5,839 | $1.21M | $2.01M | - | $803,725.68 | 66.49% | -4.785% |
| AXP American Express Company | 4,144 | $1.1M | $1.36M | - | $258,339.92 | 23.5% | +0.887% |
| AZN AstraZeneca PLC American Depositary Shares | 2,926 | $574,368.09 | $478,488.78 | - | -$95,879.31 | -16.69% | +2.098% |
| BMY Bristol-Myers Squibb Company | 3,764 | $216,909 | $241,291.22 | - | $24,382.22 | 11.24% | +0.731% |
| BRK-B Berkshire Hathaway Inc. | 3,100 | $957,589.72 | $1.55M | - | $596,130.28 | 62.25% | -1.797% |
| BUD Anheuser-Busch InBev S.A. ADR | 2,831 | $233,274 | $226,225.21 | - | -$7,048.79 | -3.02% | +2.148% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 64,936 | $1.76M | $1.97M | - | $205,084.84 | 11.65% | -0.115% |
| BUFR FT Vestladder Buffer ETF-USD I | 191,874 | $5.81M | $7.16M | - | $1.35M | 23.28% | -0.069% |
| CAT Caterpillar Inc. | 1,105 | $494,629.93 | $866,960.9 | - | $372,330.97 | 75.27% | -4.152% |
| CFO VictoryShares US 500 Enhanced ETF | 17,295 | $1.11M | $1.38M | - | $276,719.7 | 25% | -0.025% |
| COST Costco Wholesale Corporation | 423 | $396,728.03 | $388,783.53 | - | -$7,944.5 | -2% | +1.585% |
| CSCO Cisco Systems, Inc. | 2,511 | $294,897 | $276,913.08 | - | -$17,983.92 | -6.1% | -1.65% |
| CTVA Corteva Inc. | 2,929 | $245,476.74 | $242,609.07 | - | -$2,867.67 | -1.17% | -1.275% |
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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 - $4.25M, Schwab U.S. Dividend Equity ETF - $2.46M, iShares Russell 1000 Growth ETF - $998,394.64, NVIDIA Corporation - $884,816.95, and First Trust TCW Opportunistic Fixed Income Fund - $814,918.6. 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: Honeywell International Inc - $132,821.55, Meta Platforms Inc Class A - $94,271.88, Dow Inc - $64,716.48, CoStar Group, Inc - $42,910.8, and NuScale Power Corporation - $29,872. 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 $9.63M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.15M, First Trust TCW Opportunistic Fixed Income Fund - $801,779.95, First Trust Enhanced Short Maturity Fund - $735,585.06, WisdomTree U.S. Quality Dividend Growth Fund - $633,755.1, and Fidelity Total Bond ETF - $628,221.47. 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.
