CAK
Charles A. Kennedy Portfolio
Invests via Carnegie Mellon University | Managed by Charles A. Kennedy
Invests via Carnegie Mellon University
Managed by Charles A. Kennedy
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Charles A. Kennedy Profile
With a distinguished career in financial services, Charles A. Kennedy has established himself as a prominent investor-operator focused on maximizing growth within complex market landscapes. His extensive experience spans both traditional and alternative asset classes, enabling him to effectively navigate dynamic investment environments. As a key figure in private equity transactions, he adeptly identifies value creation opportunities across various sectors. Known for his collaborative leadership style, Kennedy fosters strong relationships with stakeholders and partners alike while driving strategic initiatives that align interests across the capital spectrum.
With a distinguished career in financial services, Charles A. Kennedy has established himself as a prominent investor-operator focused on maximizing growth within complex market landscapes. His extensive experience spans both traditional and alternative asset classes, enabling him to effectively navigate dynamic investment environments. As a key figure in private equity transactions, he adeptly identifies value creation opportunities across various sectors. Known for his collaborative leadership style, Kennedy fosters strong relationships with stakeholders and partners alike while driving strategic initiatives that align interests across the capital spectrum.
Investment Philosophy & Strategy
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:
11.4%
Gain -1.31%
Monthly
0.11%
Yearly
1.28%
Drawdown
35.62%
$85.73M
Equity
Holdings
$85.73M
Investment
$62.56M
$5.6M
Profit -$2.68M
Realized
-$17.57M
Unrealized
$23.17M
Dividends
$5.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.31%
Profit
-$2.68M
Win %
88%
This Week
Compared To Last Week
Gain
-4.88%
Profit
-$4.39M
Win %
88%
This Month
Compared to last month
Gain
-1.69%
Profit
-$1.48M
Win %
88%
This Year
Compared to last year
Gain
8.61%
Profit
$6.8M
Win %
88%
Events
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Dividends
Dividend Analysis
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| Trades 42 | Longs Won 28/42 66% | Profit Factor 1.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.3M |
| Average Win $1.6M | Best Trade (Oct 14) $14.14M | Sharpe Ratio -115.75 |
| Average Loss -$2.8M | Worst Trade (Mar 31) -$14.94M | Z-Score 2.41 (98.4%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 5d | Expectancy $133,354.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 6.22% | 14.35% | 23.4% | 33.11% | 43.33% | 54% | 65.03% | 76.4% | 88.06% |
| Consecutive Losing Trades | 31 | 28 | 25 | 21 | 18 | 15 | 12 | 9 | 6 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AGPU Predictive Oncology Inc. | 691 | $4,940.65 | $5,403.62 | - | $462.97 | 9.37% | -7.015% |
 DUOL Duolingo, Inc. | 294,814 | $31.28M | $42.1M | - | $10.81M | 34.56% | -4.126% |
 IHT Innsuites Hospitality Trust | 10,000 | $21,800 | $11,900 | - | -$9,900 | -45.41% | +3.939% |
 QQQ Invesco QQQ Trust, Series 1 | 61,106 | $31.25M | $43.62M | - | $12.37M | 39.6% | -1.951% |
 XAGEW Alpha Healthcare Acquisition Corp. Warrant | 4,482 | $1.8 | $44.82 | - | $43.02 | 2,390% | -1.961% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Charles A. Kennedy?
The largest contributions to the portfolio's profits come from the following stocks: Duolingo, Inc - $14.19M, PDD Holdings Inc. American Depositary Shares - $754,477.92, Invesco QQQ Trust, Series 1 - $310,810.18, Vera Therapeutics Inc - $211,510.2, and Alpha Healthcare Acquisition Corp. Warrant - $3,569.47. 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: iShares Core MSCI Emerging Markets ETF - $25.2M and NeuBase Therapeutics Inc - $2.61M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles A. Kennedy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.23M earned over time. The largest contributors to dividend income include iShares Core MSCI Emerging Markets ETF - $4.92M, Invesco QQQ Trust, Series 1 - $310,810.18, and Innsuites Hospitality Trust - $800. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles A. Kennedy's monthly returns?
Charles A. Kennedy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Charles A. Kennedy's strategy be considered aggressive or moderate?
Charles A. Kennedy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Charles A. Kennedy's strategy?
Charles A. Kennedy's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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