KAA
Kenneth A. Armstrong Portfolio
Invests via Elevate Capital Advisors LLC | Managed by Kenneth A. Armstrong, Shane R. Fleury
Invests via Elevate Capital Advisors LLC
Managed by Kenneth A. Armstrong, Shane R. Fleury
Automatically Tracked
Kenneth A. Armstrong Profile
With a robust career in corporate strategy and executive leadership, Kenneth A. Armstrong has significantly influenced the business landscape through his innovative approach to operational excellence. His track record encompasses notable roles at several high-profile companies where he successfully led growth initiatives and transformative projects. This experience enables him to navigate complex market dynamics while fostering sustainable development within organizations. As an advocate for enhancing company value, he emphasizes stakeholder engagement and collaborative frameworks that drive performance in competitive sectors.
With a robust career in corporate strategy and executive leadership, Kenneth A. Armstrong has significantly influenced the business landscape through his innovative approach to operational excellence. His track record encompasses notable roles at several high-profile companies where he successfully led growth initiatives and transformative projects. This experience enables him to navigate complex market dynamics while fostering sustainable development within organizations. As an advocate for enhancing company value, he emphasizes stakeholder engagement and collaborative frameworks that drive performance in competitive sectors.
Investment Philosophy & Strategy
In today's fast-paced corporate environment, strong leadership is pivotal for seizing transformative opportunities. Kenneth A. Armstrong leverages his extensive background in strategy and operational effectiveness to identify high-potential investments that align with market demands. His investment approach prioritizes collaboration across stakeholders, fostering ecosystems that enhance both growth and value creation. By emphasizing sustainable practices, he aims to optimize organizational performance while mitigating risks associated with volatile sectors. Ultimately, his commitment lies in driving innovations that not only fulfill immediate business objectives but also position companies for long-term success.
In today's fast-paced corporate environment, strong leadership is pivotal for seizing transformative opportunities. Kenneth A. Armstrong leverages his extensive background in strategy and operational effectiveness to identify high-potential investments that align with market demands. His investment approach prioritizes collaboration across stakeholders, fostering ecosystems that enhance both growth and value creation. By emphasizing sustainable practices, he aims to optimize organizational performance while mitigating risks associated with volatile sectors. Ultimately, his commitment lies in driving innovations that not only fulfill immediate business objectives but also position companies for long-term success.
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:
12.09%
Gain +0.07%
Monthly
0.66%
Yearly
8.21%
Drawdown
10.69%
$154.49M
Equity
Holdings
$154.49M
Investment
$140.96M
$17.69M
Profit +$112,306.83
Realized
$4.17M
Unrealized
$13.53M
Dividends
$2.66M
Goals
Avg. 30% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$112,306.83
Win %
54%
This Week
Compared To Last Week
Gain
-1.51%
Profit
-$2.37M
Win %
54%
This Month
Compared to last month
Gain
-1.96%
Profit
-$3.09M
Win %
54%
This Year
Compared to last year
Gain
-7.98%
Profit
-$11.48M
Win %
56%
COHR Coherent Corp.
+5.96%
+$34,683.3 
ANET Arista Networks, Inc.
+4.38%
+$77,754.35 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$11,557 
CME CME Group Inc.
+2.8%
+$56,227.5 
CELH Celsius Holdings Inc.
+2.75%
+$15,236.52 
PM Philip Morris International Inc.
+2.04%
+$25,185.92 
CCJ Cameco Corporation
+2.01%
+$4,025.77 
AXS AXIS Capital Holdings Limited
+1.94%
+$102,882.51 
TSLA Tesla, Inc.
+1.88%
+$25,494.52 
ACN Accenture plc Class A
+1.64%
+$7,291.14 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$104,367.96 
DE Deere & Company
+1.55%
+$18,007.08 
DYN Dyne Therapeutics Inc.
+1.34%
+$5,904 
ABBV AbbVie Inc.
+1.29%
+$22,724.07 
QTUM Defiance Quantum ETF
+1.22%
+$7,996.68 
ROIV Roivant Sciences Ltd
+1.04%
+$9,966.5 
V Visa Inc. Class A
+1.03%
+$32,938.69 
ORI Old Republic International Corp.
+0.93%
+$2,494.23 
MNST Monster Beverage Corporation
+0.87%
+$17,432.8 
XLE Energy Select Sector SPDR Fund
+0.77%
+$8,782.84 
FNV Franco-Nevada Corporation
+0.75%
+$35,845.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$13,440.24 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,686.45 
ACGL Arch Capital Group Ltd
+0.58%
+$13,312.01 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,012.55 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.56%
+$14,296.34 
GOOGL Alphabet Inc
+0.56%
+$15,930.08 
KBWP Invesco KBW Property & Casualty Fund
+0.52%
+$1,915.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$1,209.91 
WMT Walmart Inc.
+0.45%
+$1,070.38 
HSY The Hershey Company
+0.42%
+$12,062.52 
PGR Progressive Corporation
+0.41%
+$3,166.8 
DG Dollar General Corporation
+0.4%
+$10,364.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,329.5 
KNSL Kinsale Capital Group Inc.
+0.23%
+$2,500.98 
TRV The Travelers Companies, Inc.
+0.21%
+$10,834.28 
PHYS Sprott Physical Gold Trust
+0.2%
+$14,780.81 
NVDA NVIDIA Corporation
+0.14%
+$3,529.49 
CB Chubb Limited
+0.1%
+$1,581.68 
EWS iShares MSCI Singapore ETF
+0.1%
+$264.09 
MSFT Microsoft Corp.
+0.1%
+$2,235.2 
KO The Coca-Cola Company
+0.1%
+$2,640.32 
SGOL abrdn Physical Gold Shares ETF
+0.09%
+$1,023.62 
BTC Grayscale Bitcoin Mini Trust ETF
+0.04%
+$146.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$362.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,317.87 
MCD McDonald's Corporation
+0.01%
+$140.15 
EQT
0%
$0 
EZBC Franklin Bitcoin ETF
0%
$0 
L
0%
$0 
Q
0%
$0 
YNDX Yandex NV
0%
$0 
TKO Tko Group Holdings Inc.
-4.78%
-$28,781.96 
GDS GDS Holdings Ltd. - ADR
-3.56%
-$7,453.2 
DKNG DraftKings Inc.
-3.4%
-$14,932.8 
LLY Eli Lilly and Company
-2.41%
-$76,177.24 
JOBY Joby Aviation, Inc.
-2.14%
-$6,082.6 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$65,859.69 
AAPL Apple Inc.
-1.52%
-$42,957 
PRME Prime Medicine Inc.
-1.42%
-$6,042.76 
MRK Merck & Co., Inc.
-1.41%
-$16,951.11 
AMZN Amazon.com Inc
-1.23%
-$43,414.32 
UBER Uber Technologies, Inc.
-1.12%
-$11,742.9 
AVGO Broadcom Inc.
-0.91%
-$33,554.5 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$8,084.76 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$4,855.31 
RTX RTX Corporation
-0.33%
-$3,033.53 
META Meta Platforms Inc Class A
-0.23%
-$4,782.66 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$629.73 
IBIT iShares Bitcoin Trust
-0.06%
-$700.86 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$3,537.72 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$3,460.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 412 | Longs Won 208/412 50% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214,851.29 |
| Average Win $128,920.71 | Best Trade (Jun 12) $2.32M | Sharpe Ratio -21.21 |
| Average Loss -$44,708.67 | Worst Trade (Jun 29) -$454,581.8 | Z-Score -1.43 (85.06%) |
| Commissions $0 | Avg. Trade Length 7m 3w 3d | Expectancy $42,948.88 |
| 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 | 3,460 | 3,114 | 2,768 | 2,422 | 2,076 | 1,730 | 1,384 | 1,038 | 692 | 346 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
