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:
18.89%
Gain -0.52%
Monthly
0.85%
Yearly
10.74%
Drawdown
12.11%
$182.97M
Equity
Holdings
$182.97M
Investment
$163.96M
$21.25M
Profit -$831,260.89
Realized
$2.24M
Unrealized
$19.01M
Dividends
$3.58M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$831,260.89
Win %
64%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$1.03M
Win %
64%
This Month
Compared to last month
Gain
-0.33%
Profit
-$596,245.05
Win %
64%
This Year
Compared to last year
Gain
2.16%
Profit
$3.88M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$511,397.78 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$37,898.24 
GOOGL Alphabet Inc
+6.73%
+$181,040.79 
COHR Coherent Corp.
+5.55%
+$21,215.24 
ANET Arista Networks, Inc.
+5.46%
+$94,606.26 
META Meta Platforms Inc Class A
+3.28%
+$72,010.6 
MSFT Microsoft Corp.
+3.02%
+$81,937.86 
NVDA NVIDIA Corporation
+2.93%
+$70,541.43 
CDNS Cadence Design Systems, Inc.
+2.16%
+$6,386.38 
KEYS Keysight Technologies, Inc.
+2.04%
+$12,351.84 
WCBR WisdomTree Cybersecurity Fund
+1.78%
+$7,185.75 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$9,330.56 
EQT EQT Corporation
+1.1%
+$28,424.06 
NOW ServiceNow, Inc.
+1.05%
+$18,889.44 
NBIS Nebius Group N.V.
+1.05%
+$4,813.4 
XLE Energy Select Sector SPDR Fund
+1%
+$7,218.65 
BKR Baker Hughes Company
+0.98%
+$3,443.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,715.44 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.85%
+$4,348.99 
MCD McDonald's Corporation
+0.82%
+$12,775.46 
TSLA Tesla, Inc.
+0.76%
+$8,654.05 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,974.95 
QTUM Defiance Quantum ETF
+0.67%
+$3,478 
Q Qnity Electronics Inc.
+0.51%
+$2,734.34 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$71,857.9 
AVGO Broadcom Inc.
+0.37%
+$13,500 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,972.64 
FLNG Flex LNG Ltd.
+0.35%
+$1,935.89 
MRK Merck & Co., Inc.
+0.32%
+$3,807.76 
AXS AXIS Capital Holdings Limited
+0.26%
+$13,612.71 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$566.01 
CB Chubb Limited
+0.15%
+$7,692.42 
WM Waste Management, Inc.
+0.1%
+$558.14 
WMT Walmart Inc.
+0.09%
+$196.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$84.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,944.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$210,847.48 
FNV Franco-Nevada Corporation
-3.81%
-$245,781.24 
DRAM Roundhill Memory ETF
-3.76%
-$16,804.1 
IBIT iShares Bitcoin Trust
-2.89%
-$10,301.08 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$69,246.54 
EZBC Franklin Bitcoin ETF
-2.86%
-$16,408.45 
ABBV AbbVie Inc.
-2.51%
-$27,128.71 
DYN Dyne Therapeutics Inc.
-2.14%
-$11,239.25 
CCJ Cameco Corporation
-2.1%
-$6,142 
NFLX Netflix, Inc.
-2%
-$15,303.72 
ROIV Roivant Sciences Ltd
-1.77%
-$15,246.95 
PHYS Sprott Physical Gold Trust
-1.61%
-$120,691.5 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$11,576.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$32,133.99 
MNST Monster Beverage Corporation
-1.3%
-$21,332.19 
JOBY Joby Aviation, Inc.
-1.24%
-$4,875.84 
HSY The Hershey Company
-1.23%
-$31,468.26 
WRB W.R. Berkley Corporation
-1.15%
-$63,361.2 
INTC Intel Corporation
-1.02%
-$4,012.95 
KO The Coca-Cola Company
-1.02%
-$16,111.8 
COPX Global X Copper Miners ETF
-0.81%
-$3,109.12 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$1,638.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$8,414.34 
PM Philip Morris International Inc.
-0.61%
-$5,275.74 
ACGL Arch Capital Group Ltd
-0.6%
-$33,077.25 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,861.92 
LLY Eli Lilly and Company
-0.53%
-$13,185.63 
KBWP Invesco KBW Property & Casualty Fund
-0.46%
-$1,031.05 
TRV The Travelers Companies, Inc.
-0.43%
-$25,022.13 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$8,352.87 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,399.48 
VB Vanguard Small-Cap ETF
-0.22%
-$547.12 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$465.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$268.28 
V Visa Inc. Class A
-0.04%
-$1,014.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$7,695.94 
UBER Uber Technologies, Inc.
-0.01%
-$145.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$2,347.75 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 487 | Longs Won 286/487 58% | Profit Factor 2.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,340.68 |
| Average Win $122,698.72 | Best Trade (Sep 04) $2.71M | Sharpe Ratio -9.17 |
| Average Loss -$68,685.36 | Worst Trade (Sep 29) -$755,236 | Z-Score 2.19 (97.16%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy $43,638.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,667 | 2,400 | 2,133 | 1,867 | 1,600 | 1,333 | 1,067 | 800 | 533 | 267 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,599 | $2.18M | $2.66M | - | $478,254.47 | 21.96% | -7.354% |
| ABBV AbbVie Inc. | 4,193 | $877,077.03 | $1.05M | - | $175,114.39 | 19.97% | -2.513% |
| ACGL Arch Capital Group Ltd | 54,225 | $5.24M | $5.45M | - | $216,060.2 | 4.13% | -0.603% |
| AMZN Amazon.com Inc | 14,174 | $3.16M | $3.85M | - | $689,976.11 | 21.84% | +15.321% |
| ANET Arista Networks, Inc. | 10,140 | $1.04M | $1.83M | - | $791,325.45 | 76.28% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 1,432 | $1.17M | $2.33M | - | $1.17M | 99.87% | -1.359% |
| AVGO Broadcom Inc. | 9,375 | $2.91M | $3.65M | - | $735,912.41 | 25.26% | +0.371% |
| AXS AXIS Capital Holdings Limited | 50,418 | $4.92M | $5.31M | - | $394,740.54 | 8.03% | +0.257% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,802 | $256,773.65 | $256,887.36 | - | $113.71 | 0.04% | +0.033% |
| BKR Baker Hughes Company | 5,836 | $323,898 | $353,019.64 | - | $29,121.64 | 8.99% | +0.985% |
| BND Vanguard Total Bond Market Index Fund | 17,892 | $1.32M | $1.29M | - | -$25,296.5 | -1.92% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 4,824 | $2.28M | $2.47M | - | $184,224.33 | 8.07% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 7,762 | $604,710 | $602,175.96 | - | -$2,534.04 | -0.42% | -0.077% |
| BTC Grayscale Bitcoin Mini Trust ETF | 84,447 | $2.31M | $2.35M | - | $34,020.37 | 1.47% | -2.864% |
| CB Chubb Limited | 14,514 | $4.74M | $5.09M | - | $348,671.06 | 7.35% | +0.151% |
| CCJ Cameco Corporation | 3,320 | $351,830.34 | $286,781.6 | - | -$65,048.74 | -18.49% | -2.097% |
| CDNS Cadence Design Systems, Inc. | 887 | $332,909 | $301,597.73 | - | -$31,311.27 | -9.41% | +2.163% |
| COHR Coherent Corp. | 1,534 | $365,413.74 | $403,273.28 | - | $37,859.54 | 10.36% | +5.553% |
| COPX Global X Copper Miners ETF | 4,858 | $373,920 | $383,101.88 | - | $9,181.88 | 2.46% | -0.805% |
| DRAM Roundhill Memory ETF | 8,530 | $629,941 | $429,656.1 | - | -$200,284.9 | -31.79% | -3.764% |
No 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
FAQ
Which stocks have generated the highest profits for Kenneth A. Armstrong?
The largest contributions to the portfolio's profits come from the following stocks: Roivant Sciences Ltd - $1.22M, Coupang Inc - $1.17M, ASML Holding N.V. New York Registry Shares - $984,543.31, abrdn Physical Gold Shares ETF - $586,343.01, and CME Group Inc - $572,125.62. 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: Sprouts Farmers Market, Inc - $755,236, Peabody Energy Corporation - $659,852.87, iShares Bitcoin Trust - $500,565.76, Coherent Corp - $480,581.64, and Ulta Beauty Inc - $471,207.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenneth A. Armstrong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.58M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $534,500.12, iShares 1-3 Year Treasury Bond ETF - $331,220.02, iShares 0-3 Month Treasury Bond ETF - $214,960.48, SPDR Bloomberg 1-3 Month T-Bill ETF - $183,192.79, and The PNC Financial Services Group, Inc - $171,976.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenneth A. Armstrong's monthly returns?
Kenneth A. Armstrong's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kenneth A. Armstrong's strategy be considered aggressive or moderate?
Kenneth A. Armstrong'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 Kenneth A. Armstrong's strategy?
Kenneth A. Armstrong'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.
