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:
20.2%
Gain -0.05%
Monthly
0.99%
Yearly
12.6%
Drawdown
9.97%
$161.68M
Equity
Holdings
$161.68M
Investment
$143.22M
$22.73M
Profit -$88,180.06
Realized
$4.27M
Unrealized
$18.46M
Dividends
$3.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$88,180.06
Win %
63%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$90,987.94
Win %
63%
This Month
Compared to last month
Gain
1.04%
Profit
$1.66M
Win %
63%
This Year
Compared to last year
Gain
5%
Profit
$7.71M
Win %
63%
COHR Coherent Corp.
+4.42%
+$19,632.53 
NBIS Nebius Group N.V.
+4.01%
+$19,287.37 
GDS GDS Holdings Ltd. - ADR
+4%
+$7,732.69 
JOBY Joby Aviation, Inc.
+2.7%
+$5,930.53 
KNSL Kinsale Capital Group Inc.
+2.5%
+$29,515.02 
AVGO Broadcom Inc.
+2.23%
+$79,236.55 
MPWR Monolithic Power Systems, Inc.
+2.08%
+$10,810.3 
EZBC Franklin Bitcoin ETF
+1.7%
+$15,041.88 
BTC Grayscale Bitcoin Mini Trust ETF
+1.66%
+$6,908.06 
IBIT iShares Bitcoin Trust
+1.65%
+$21,027 
MSFT Microsoft Corp.
+1.6%
+$35,204.4 
GOOGL Alphabet Inc
+1.17%
+$32,417.55 
WRB W.R. Berkley Corporation
+1.03%
+$49,856.02 
XLE Energy Select Sector SPDR Fund
+0.96%
+$11,078.35 
AMZN Amazon.com Inc
+0.8%
+$29,040.66 
ACN Accenture plc Class A
+0.79%
+$3,020.24 
PGR Progressive Corporation
+0.78%
+$6,088.55 
V Visa Inc. Class A
+0.74%
+$26,671.82 
RTX RTX Corporation
+0.67%
+$6,415.17 
ANET Arista Networks, Inc.
+0.66%
+$12,713.12 
HSY The Hershey Company
+0.49%
+$13,245.12 
CME CME Group Inc.
+0.39%
+$7,345.53 
NVDA NVIDIA Corporation
+0.34%
+$8,823.85 
AXS AXIS Capital Holdings Limited
+0.27%
+$16,791.71 
ACGL Arch Capital Group Ltd
+0.23%
+$5,776.91 
APP AppLovin Corporation Class A Common Stock
+0.2%
+$546.09 
QTUM Defiance Quantum ETF
+0.16%
+$927.45 
L Loews Corporation
+0.12%
+$3,764.34 
FNV Franco-Nevada Corporation
+0.12%
+$5,318.98 
DYN Dyne Therapeutics Inc.
+0.11%
+$664.2 
KO The Coca-Cola Company
+0.06%
+$1,485.18 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$902.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$790.73 
META Meta Platforms Inc Class A
+0.01%
+$257.53 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$60.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSLA Tesla, Inc.
-2.54%
-$32,848.96 
AAPL Apple Inc.
-2.48%
-$78,849.86 
LLY Eli Lilly and Company
-2.33%
-$74,882.97 
MRK Merck & Co., Inc.
-2.17%
-$27,439.92 
DE Deere & Company
-1.95%
-$23,761.58 
DKNG DraftKings Inc.
-1.8%
-$6,588 
MNST Monster Beverage Corporation
-1.77%
-$37,698.43 
WMT Walmart Inc.
-1.71%
-$3,829.8 
TKO Tko Group Holdings Inc.
-1.28%
-$6,681.03 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$90,225.96 
CCJ Cameco Corporation
-1.25%
-$2,164.61 
EQT EQT Corporation
-1.05%
-$22,856.08 
Q Qnity Electronics Inc.
-0.85%
-$7,517.96 
TRV The Travelers Companies, Inc.
-0.81%
-$51,075.09 
PRME Prime Medicine Inc.
-0.8%
-$3,776.72 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$23,444.22 
UBER Uber Technologies, Inc.
-0.68%
-$7,376.95 
ABBV AbbVie Inc.
-0.58%
-$11,715.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$2,127.2 
CELH Celsius Holdings Inc.
-0.47%
-$2,637.09 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$1,079.11 
DG Dollar General Corporation
-0.41%
-$11,490.81 
ROIV Roivant Sciences Ltd
-0.41%
-$4,501 
EWS iShares MSCI Singapore ETF
-0.4%
-$1,100.37 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.39%
-$9,874.8 
MCD McDonald's Corporation
-0.38%
-$7,144.15 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$1,504.36 
PHYS Sprott Physical Gold Trust
-0.28%
-$19,328.74 
PM Philip Morris International Inc.
-0.24%
-$3,216.68 
SGOL abrdn Physical Gold Shares ETF
-0.2%
-$2,193.53 
ORI Old Republic International Corp.
-0.1%
-$281.04 
VOO Vanguard S&P 500 ETF
-0.1%
-$663.65 
KBWP Invesco KBW Property & Casualty Fund
-0.08%
-$317.73 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$13,841.16 
CB Chubb Limited
-0.05%
-$790.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$6,191.01 Events
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Dividends
Dividend Analysis
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| Trades 412 | Longs Won 230/412 55% | Profit Factor 3.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,045.97 |
| Average Win $137,455.46 | Best Trade (Jul 20) $2.07M | Sharpe Ratio -10.25 |
| Average Loss -$48,799.14 | Worst Trade (Jun 29) -$454,581.8 | Z-Score 0.33 (25.83%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $55,177.95 |
| 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 | 3,311 | 2,980 | 2,649 | 2,318 | 1,987 | 1,656 | 1,325 | 993 | 662 | 331 |
Hover over the desired column for a detailed explanation.
Returns
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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 Kenneth A. Armstrong?
The largest contributions to the portfolio's profits come from the following stocks: Coupang Inc - $1.17M, Roivant Sciences Ltd - $1.05M, abrdn Physical Gold Shares ETF - $512,296.13, Verisign Inc - $496,350.4, and ASML Holding N.V. New York Registry Shares - $449,800.44. 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: PayPal Holdings Inc - $454,581.8, MarketAxess Holdings Inc - $406,548.82, Automatic Data Processing Inc - $403,096.73, Global X Uranium ETF - $206,949.56, and Yelp Inc - $206,191.59. 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 $3.19M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $372,746.59, iShares 1-3 Year Treasury Bond ETF - $201,245.33, SPDR Bloomberg 1-3 Month T-Bill ETF - $195,001, CME Group Inc - $145,532.6, and The Hershey Company - $144,476.68. 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 can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kenneth A. Armstrong's strategy?
Kenneth A. Armstrong's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
