Joshua A. Kennon Portfolio
Invests via Kennon-Green & Company LLC | Managed by Joshua A. Kennon, Aaron M. Green
Invests via Kennon-Green & Company LLC
Managed by Joshua A. Kennon, Aaron M. Green
Automatically Tracked
Joshua A. Kennon Profile
With a distinguished career spanning various roles in investment management and financial strategy, Joshua A. Kennon is known for his extensive expertise as an investor-operator. His background includes entrepreneurial ventures that focus on enhancing value through informed decision-making and proactive market engagement. Drawing from significant experiences across diverse sectors, he effectively navigates the complexities of capital markets to identify promising opportunities. Notably, his contributions extend beyond traditional investment practices to encompass advisory services tailored for high-net-worth individuals and institutions alike, solidifying his reputation within wealth circles.
With a distinguished career spanning various roles in investment management and financial strategy, Joshua A. Kennon is known for his extensive expertise as an investor-operator. His background includes entrepreneurial ventures that focus on enhancing value through informed decision-making and proactive market engagement. Drawing from significant experiences across diverse sectors, he effectively navigates the complexities of capital markets to identify promising opportunities. Notably, his contributions extend beyond traditional investment practices to encompass advisory services tailored for high-net-worth individuals and institutions alike, solidifying his reputation within wealth circles.
Investment Philosophy & Strategy
Emphasizing operational excellence and strategic insight, Joshua A. Kennon adopts a multifaceted approach to investing that marries entrepreneurial acumen with a deep understanding of market dynamics. His investment activities prioritize rigorous analysis and value creation across various sectors, often leveraging his expertise in business building to uncover overlooked opportunities. The focus remains on fostering growth through calculated risk-taking while addressing the unique needs of clients and their evolving financial landscapes. By intertwining direct involvement in ventures with astute financial strategies, he aims to cultivate lasting impacts that transcend conventional approaches.
Emphasizing operational excellence and strategic insight, Joshua A. Kennon adopts a multifaceted approach to investing that marries entrepreneurial acumen with a deep understanding of market dynamics. His investment activities prioritize rigorous analysis and value creation across various sectors, often leveraging his expertise in business building to uncover overlooked opportunities. The focus remains on fostering growth through calculated risk-taking while addressing the unique needs of clients and their evolving financial landscapes. By intertwining direct involvement in ventures with astute financial strategies, he aims to cultivate lasting impacts that transcend conventional approaches.
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:
34.45%
Gain -0.02%
Monthly
0.71%
Yearly
8.83%
Drawdown
12.21%
$132.51M
Equity
Holdings
$132.51M
Investment
$96.62M
$37.12M
Profit -$12,686.01
Realized
$1.23M
Unrealized
$35.89M
Dividends
$10.07M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$12,686.01
Win %
46%
This Week
Compared To Last Week
Gain
0.71%
Profit
$936,328.71
Win %
46%
This Month
Compared to last month
Gain
-0.23%
Profit
-$310,592.62
Win %
46%
This Year
Compared to last year
Gain
3.32%
Profit
$4.26M
Win %
49%
META Meta Platforms Inc Class A
+1.35%
+$137,580.96 
NVS Novartis AG Sponsored ADR
+1.28%
+$13,488.12 
PM Philip Morris International Inc.
+1.14%
+$100,905 
MO Altria Group, Inc.
+1.08%
+$86,598.05 
SJM The J.M. Smucker Company
+1.07%
+$2,626 
BRK-B Berkshire Hathaway Inc.
+1%
+$77,144.61 
BRK-A Berkshire Hathaway Inc.
+0.97%
+$29,404 
ABBV AbbVie Inc.
+0.71%
+$2,533.14 
JNJ Johnson & Johnson
+0.68%
+$20,521.52 
CHRW C.H. Robinson Worldwide, Inc.
+0.54%
+$964 
DIS The Walt Disney Company
+0.48%
+$11,998.8 
SSNC SS&C Technologies Holdings Inc.
+0.46%
+$25,610.96 
MDLZ Mondelez International, Inc.
+0.44%
+$24,755.58 
ADBE Adobe Inc.
+0.42%
+$13,033.04 
V Visa Inc. Class A
+0.39%
+$13,153.38 
KO The Coca-Cola Company
+0.21%
+$12,541.71 
HSY The Hershey Company
+0.14%
+$10,452.52 
NFLX Netflix, Inc.
+0.12%
+$270.36 
BTI British American Tobacco p.l.c. ADR
+0.06%
+$4,814.88 
MSFT Microsoft Corp.
+0.06%
+$1,982.4 
PG Procter & Gamble Co
+0.05%
+$601.37 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$180.9 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MCD McDonald's Corporation
-4.18%
-$94,397.61 
AZO AutoZone Inc.
-3.06%
-$27,285.72 
GOOGL Alphabet Inc
-2.75%
-$294,658.98 
GOOG Alphabet Inc
-2.69%
-$117,968.52 
AMZN Amazon.com Inc
-2.3%
-$35,470.58 
DPZ Domino's Pizza Inc.
-2.04%
-$27,317.31 
CLX The Clorox Company
-1.31%
-$12,154.68 
INTU Intuit Inc.
-1.13%
-$7,342.52 
MKC-V McCormick & Company, Incorporated
-0.93%
-$3,366.14 
GPC Genuine Parts Company
-0.89%
-$10,538.6 
MKC McCormick & Company, Incorporated
-0.88%
-$4,725.4 
AAPL Apple Inc.
-0.65%
-$7,367.8 
UL Unilever PLC Sponsored American Depositary Receipt
-0.56%
-$12,152.72 
BF-A Brown-Forman Corporation
-0.56%
-$2,459.1 
KMB Kimberly-Clark Corporation
-0.3%
-$4,059.49 
KVUE Kenvue Inc.
-0.2%
-$7,210.03 
PEP PepsiCo, Inc.
-0.17%
-$8,578.68 
CL Colgate-Palmolive Company
-0.01%
-$119.62 Events
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Dividends
Dividend Analysis
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| Trades 592 | Longs Won 299/592 50% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,462.47 |
| Average Win $174,448.56 | Best Trade (Sep 22) $7.74M | Sharpe Ratio -318.93 |
| Average Loss -$51,317.08 | Worst Trade (Dec 30) -$1.11M | Z-Score -3.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $62,709.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 2,584 | 2,326 | 2,067 | 1,809 | 1,550 | 1,292 | 1,034 | 775 | 517 | 258 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,349 | $436,855.18 | $1.13M | - | $693,599.77 | 158.77% | -0.648% |
| ABBV AbbVie Inc. | 1,351 | $218,760.97 | $360,831.83 | - | $142,070.86 | 64.94% | +0.707% |
| ADBE Adobe Inc. | 12,904 | $4.7M | $3.09M | - | -$1.61M | -34.29% | +0.424% |
| AMZN Amazon.com Inc | 6,053 | $645,677.82 | $1.51M | - | $862,245.54 | 133.54% | -2.298% |
| AZO AutoZone Inc. | 308 | $759,583.32 | $864,291.12 | - | $104,707.8 | 13.78% | -3.06% |
| BF-A Brown-Forman Corporation | 16,394 | $437,922.39 | $439,195.26 | - | $1,272.87 | 0.29% | -0.557% |
| BRK-A Berkshire Hathaway Inc. | 4 | $1.87M | $3.05M | - | $1.18M | 62.79% | +0.973% |
| BRK-B Berkshire Hathaway Inc. | 15,246 | $4.72M | $7.75M | - | $3.03M | 64.1% | +1.005% |
| BTI British American Tobacco p.l.c. ADR | 137,568 | $5.37M | $7.67M | - | $2.3M | 42.89% | +0.063% |
| CHRW C.H. Robinson Worldwide, Inc. | 1,205 | $200,114 | $181,183.8 | - | -$18,930.2 | -9.46% | +0.535% |
| CL Colgate-Palmolive Company | 11,958 | $938,855.09 | $1.04M | - | $101,969.23 | 10.86% | -0.011% |
| CLX The Clorox Company | 10,662 | $1.22M | $917,038.62 | - | -$301,903.35 | -24.77% | -1.308% |
| DIS The Walt Disney Company | 24,240 | $2.19M | $2.53M | - | $338,799.81 | 15.47% | +0.477% |
| DPZ Domino's Pizza Inc. | 4,519 | $1.7M | $1.32M | - | -$388,018.26 | -22.78% | -2.035% |
| GOOG Alphabet Inc | 12,644 | $1.12M | $4.27M | - | $3.15M | 280.84% | -2.686% |
| GOOGL Alphabet Inc | 30,503 | $2.76M | $10.42M | - | $7.66M | 277.79% | -2.751% |
| GPC Genuine Parts Company | 9,164 | $1.59M | $1.18M | - | -$408,927.84 | -25.78% | -0.887% |
| HSY The Hershey Company | 43,554 | $8.46M | $7.35M | - | -$1.11M | -13.16% | +0.142% |
| INTU Intuit Inc. | 2,225 | $862,863.94 | $643,136.25 | - | -$219,727.69 | -25.46% | -1.129% |
| JNJ Johnson & Johnson | 11,153 | $1.97M | $3.02M | - | $1.05M | 53.54% | +0.684% |
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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 Joshua A. Kennon?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $4.06M, Altria Group, Inc - $1.8M, British American Tobacco p.l.c. ADR - $1.61M, Philip Morris International Inc - $1.29M, and Alphabet Inc - $1.23M. 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: United Parcel Service, Inc - $1.22M, Brown-Forman Corporation - $1.21M, Paramount Global - $928,197.1, Nike, Inc. - Class B - $465,151.3, and Brown-Forman Corporation - $382,375.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua A. Kennon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.07M earned over time. The largest contributors to dividend income include Altria Group, Inc - $1.79M, British American Tobacco p.l.c. ADR - $1.65M, Philip Morris International Inc - $1.03M, The Hershey Company - $597,838.97, and The Coca-Cola Company - $503,267.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua A. Kennon's monthly returns?
Joshua A. Kennon'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 Joshua A. Kennon's strategy be considered aggressive or moderate?
Joshua A. Kennon'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 Joshua A. Kennon's strategy?
Joshua A. Kennon'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.
