Jeffrey Kikoler Portfolio

Invests via GOLDEN ROAD ADVISORS LLC | Managed by Jeffrey Kikoler

Invests via GOLDEN ROAD ADVISORS LLC

Managed by Jeffrey Kikoler

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 06:15 PM

Jeffrey Kikoler Profile

Veteran geopolitical risk and national-security analyst advising investors on nonproliferation, sanctions and trade policy impacts to commodity, defense and emerging-market exposures. Jeffrey Kikoler blends government and think-tank experience with advisory roles to asset managers, translating policy shifts into scenario-driven investment risk assessments and event-driven trade ideas. Known for briefing boards and structuring compliance-aware risk frameworks for institutional portfolios.

Investment Philosophy & Strategy

Leverages deep geopolitical and national-security expertise to position capital around policy-driven shocks and regime-change scenarios. Emphasizes scenario-based underwriting, event-driven trades and tail-risk hedging across commodities, defense, trade-exposed EMs and sanction-vulnerable issuers. Allocates capital with a bias toward liquid, hedgable instruments for nimble response; integrates compliance and sanctions-avoidance into portfolio construction. Risk discipline centers on stress-testing, correlation analysis and contingent plans for regulatory disruption. Competitive edge is direct policy insight, government networks and rapid translation of intelligence into tradeable risk views.

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:

2.87%

Gain

Monthly

0.09%

Yearly

1.12%

Drawdown

37.71%

$199.57M

Equity

Holdings

$199.57M

Investment

$138.24M

$64.4M

Profit -$1.11M

Realized

$3.07M

Unrealized

$61.33M

Dividends

$4.66M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1.11M

Win %

88%

This Week

Compared To Last Week

Gain

-0.55%

Profit

-$1.1M

Win %

88%

This Month

Compared to last month

Gain

0.32%

Profit

$633,699.26

Win %

88%

This Year

Compared to last year

Gain

14.96%

Profit

$25.97M

Win %

88%

Gainers
Losers

PM Philip Morris International Inc.

+3.55%

+$8,410.2

ABBV AbbVie Inc.

+3.41%

+$9,451.52

COST Costco Wholesale Corporation

+2.69%

+$6,962.58

WMT Walmart Inc.

+2.59%

+$16,205.79

MA Mastercard Incorporated

+2.46%

+$6,476.29

MSFT Microsoft Corp.

+2.09%

+$24,235.59

V Visa Inc. Class A

+2.02%

+$7,198.68

LLY Eli Lilly and Company

+1.34%

+$7,539.6

BRK-B Berkshire Hathaway Inc.

+1.23%

+$6,701.15

XOM Exxon Mobil Corporation

+1.14%

+$3,524.4

JNJ Johnson & Johnson

+1.06%

+$4,508.26

IWD iShares Russell 1000 Value ETF

+0.74%

+$7,773.84

AAPL Apple Inc.

+0.7%

+$24,038.13

VONV Vanguard Russell 1000 Value Index Fund

+0.67%

+$45,984.16

NFLX Netflix, Inc.

+0.44%

+$863.2

VTV Vanguard Value ETF

+0.35%

+$165,013.55

IJH iShares Core S&P Mid-Cap ETF

+0.22%

+$522.88

VB Vanguard Small-Cap ETF

+0.13%

+$26,394.04

PLTR Palantir Technologies Inc.

+0.12%

+$332.48

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.03%

+$190.5

AMD Advanced Micro Devices, Inc.

-6.62%

-$34,599.76

GE General Electric Company

-6.22%

-$16,026.73

ORCL Oracle Corporation

-4.89%

-$10,920.74

AVGO Broadcom Inc.

-4.73%

-$52,555.7

PDP Invesco Dorsey Wright Momentum ETF

-3.5%

-$15,541.62

NVDA NVIDIA Corporation

-2.77%

-$94,234.11

VGT Vanguard Information Technology ETF

-2.18%

-$14,358.24

IEMG iShares Core MSCI Emerging Markets ETF

-2.14%

-$5,967.5

GOOGL Alphabet Inc

-1.91%

-$23,255.2

IWF iShares Russell 1000 Growth ETF

-1.89%

-$30,895.8

VONG Vanguard Russell 1000 Growth Fund

-1.85%

-$124,453.65

IAU iShares Gold Trust

-1.81%

-$4,654.74

GOOG Alphabet Inc

-1.81%

-$18,221.38

META Meta Platforms Inc Class A

-1.69%

-$12,369.34

TSLA Tesla, Inc.

-1.44%

-$8,008.9

RTX RTX Corporation

-1.33%

-$3,486.97

VUG Vanguard Growth ETF

-1.25%

-$758,736

VWO Vanguard FTSE Emerging Markets ETF

-1.24%

-$31,153.71

JPM JPMorgan Chase & Co.

-1.21%

-$7,367.16

RJF Raymond James Financial Inc.

-1.2%

-$20,474.13

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.17%

-$64,644.55

EFA iShares MSCI EAFE ETF

-0.86%

-$3,187.8

IEFA iShares Core MSCI EAFE ETF

-0.84%

-$5,388.78

OEF iShares S&P 100 ETF

-0.67%

-$5,493.6

ESGV Vanguard ESG U.S. Stock ETF

-0.6%

-$6,221.61

VOO Vanguard S&P 500 ETF

-0.57%

-$76,665.55

AMZN Amazon.com Inc

-0.55%

-$7,235.71

VTI VANGUARD TOTAL STOCK MKT ETF

-0.53%

-$11,741.4

VONE Vanguard Russell 1000 ETF

-0.52%

-$6,219.49

IWB iShares Russell 1000 ETF

-0.49%

-$3,157.71

VXF Vanguard Extended Market ETF

-0.45%

-$5,466.23

VTWO Vanguard Russell 2000 ETF

-0.28%

-$3,139.62

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.03%

-$157.32

Events

Dividends

Dividend Analysis

No Data

Trades 385	Longs Won 333/385 86%	Profit Factor 131.86
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.18M
Average Win $194,865.83	Best Trade (Jul 15) $19.83M	Sharpe Ratio -12.71
Average Loss -$9,463.55	Worst Trade (Jul 10) -$190,098.53	Z-Score 29.91 (100%)
Commissions $0	Avg. Trade Length 1y 2m 3d	Expectancy $167,268.09

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%	0.67%
Consecutive Losing Trades	21,277	19,149	17,021	14,894	12,766	10,638	8,511	6,383	4,255	2,128