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
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.
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.
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:
65.68%
Gain -0.86%
Monthly
1.59%
Yearly
20.83%
Drawdown
20.2%
$209.34M
Equity
Holdings
$209.34M
Investment
$145.61M
$66.65M
Profit -$1.38M
Realized
$2.91M
Unrealized
$63.73M
Dividends
$4.66M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.38M
Win %
82%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$647,944.92
Win %
82%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.38M
Win %
82%
This Year
Compared to last year
Gain
1.53%
Profit
$3.16M
Win %
82%
PLTR Palantir Technologies Inc.
+10.31%
+$32,899.68 
TSLA Tesla, Inc.
+2.83%
+$13,546.27 
KLAC KLA Corporation
+2.53%
+$5,202.09 
ORCL Oracle Corporation
+2.42%
+$6,454.2 
NVDA NVIDIA Corporation
+2.28%
+$82,105.3 
IAU iShares Gold Trust
+2.25%
+$6,674.4 
AMAT Applied Materials, Inc.
+2.24%
+$6,406.45 
INTC Intel Corporation
+1.84%
+$3,830.88 
LRCX Lam Research Corporation
+1.82%
+$4,153.32 
VXF Vanguard Extended Market ETF
+1.76%
+$21,480.01 
AVGO Broadcom Inc.
+1.65%
+$19,898.2 
VGT Vanguard Information Technology ETF
+1.51%
+$10,253.65 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$3,294.89 
VB Vanguard Small-Cap ETF
+1.32%
+$274,900.41 
PANW Palo Alto Networks, Inc.
+1.19%
+$2,625.49 
EFA iShares MSCI EAFE ETF
+1.11%
+$4,214.98 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$12,392.16 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$7,183.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$61,139.52 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$15,223.04 
VONG Vanguard Russell 1000 Growth Fund
+0.88%
+$60,252.64 
JNJ Johnson & Johnson
+0.88%
+$4,052.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$22,285.64 
MO Altria Group, Inc.
+0.85%
+$5,112.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$2,324.24 
ABBV AbbVie Inc.
+0.83%
+$2,648.22 
PDP Invesco Dorsey Wright Momentum ETF
+0.82%
+$3,560.41 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$8,307.24 
AMZN Amazon.com Inc
+0.8%
+$12,661.38 
VUG Vanguard Growth ETF
+0.8%
+$497,647.52 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,934.34 
PM Philip Morris International Inc.
+0.76%
+$2,094.5 
IWB iShares Russell 1000 ETF
+0.74%
+$4,870.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$16,975.4 
VONE Vanguard Russell 1000 ETF
+0.7%
+$8,518.44 
GS The Goldman Sachs Group, Inc.
+0.64%
+$1,507.08 
VOO Vanguard S&P 500 ETF
+0.59%
+$80,803.03 
VONV Vanguard Russell 1000 Value Index Fund
+0.59%
+$41,518.62 
IWD iShares Russell 1000 Value ETF
+0.57%
+$6,106.38 
OEF iShares S&P 100 ETF
+0.55%
+$4,578.02 
CSCO Cisco Systems, Inc.
+0.45%
+$1,203.12 
VTV Vanguard Value ETF
+0.43%
+$210,630.02 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$805.1 
JPM JPMorgan Chase & Co.
+0.33%
+$2,199.62 
META Meta Platforms Inc Class A
+0.33%
+$2,238.61 
AAPL Apple Inc.
+0.29%
+$11,513.8 
BAC Bank of America Corporation
+0.25%
+$647.36 
KO The Coca-Cola Company
+0.24%
+$520.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$1,448.06 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.08%
+$516.28 
MSFT Microsoft Corp.
+0.01%
+$95.04 
MA Mastercard Incorporated
-2.29%
-$6,019.2 
V Visa Inc. Class A
-2.18%
-$8,998.06 
RJF Raymond James Financial Inc.
-1.53%
-$27,271.75 
XOM Exxon Mobil Corporation
-1.22%
-$4,172.77 
GE General Electric Company
-1.2%
-$3,397.5 
AMD Advanced Micro Devices, Inc.
-1.19%
-$5,747.79 
GEV GE Vernova Inc.
-1.02%
-$1,750.96 
GOOGL Alphabet Inc
-0.98%
-$12,222 
GOOG Alphabet Inc
-0.91%
-$9,176.4 
LLY Eli Lilly and Company
-0.58%
-$3,375.11 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$2,987.03 
MU Micron Technology, Inc.
-0.44%
-$2,326.43 
ZION Zions Bancorporation, National Association
-0.37%
-$1,181.96 
WMT Walmart Inc.
-0.22%
-$1,402.5 
COST Costco Wholesale Corporation
-0.14%
-$395.77 
RTX RTX Corporation
-0.12%
-$365.04 Events
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Dividends
Dividend Analysis
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| Trades 447 | Longs Won 374/447 83% | Profit Factor 49.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $181,882.88 | Best Trade (Aug 14) $20.96M | Sharpe Ratio -12.57 |
| Average Loss -$18,871.31 | Worst Trade (Aug 08) -$164,654.8 | Z-Score 26.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $149,097.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.64% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,515 | $3.06M | $3.92M | - | $861,710.86 | 28.16% | +0.294% |
| ABBV AbbVie Inc. | 1,311 | $306,256.43 | $322,361.79 | - | $16,105.36 | 5.26% | +0.828% |
| AMAT Applied Materials, Inc. | 542 | $391,866 | $292,300.59 | - | -$99,565.41 | -25.41% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 991 | $202,731.73 | $479,128.69 | - | $276,396.96 | 136.34% | -1.185% |
| AMZN Amazon.com Inc | 5,808 | $1.09M | $1.59M | - | $507,858.15 | 46.76% | +0.801% |
| AVGO Broadcom Inc. | 2,861 | $454,650.05 | $1.22M | - | $768,498.95 | 169.03% | +1.654% |
| BAC Bank of America Corporation | 4,046 | $230,541 | $255,545.36 | - | $25,004.36 | 10.85% | +0.254% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 8,518 | $657,814.03 | $644,897.78 | - | -$12,916.25 | -1.96% | +0.225% |
| BRK-B Berkshire Hathaway Inc. | 1,063 | $430,610.59 | $554,673.4 | - | $124,062.81 | 28.81% | -0.536% |
| COST Costco Wholesale Corporation | 291 | $266,060.67 | $275,806.88 | - | $9,746.21 | 3.66% | -0.143% |
| CSCO Cisco Systems, Inc. | 2,228 | $261,701 | $270,523.76 | - | $8,822.76 | 3.37% | +0.447% |
| EFA iShares MSCI EAFE ETF | 3,542 | $316,619 | $384,484.1 | - | $67,865.1 | 21.43% | +1.108% |
| ESGV Vanguard ESG U.S. Stock ETF | 7,552 | $671,311.52 | $1.04M | - | $364,143.2 | 54.24% | +0.809% |
| GE General Electric Company | 755 | $217,845.19 | $279,387.74 | - | $61,542.55 | 28.25% | -1.201% |
| GEV GE Vernova Inc. | 172 | $202,076 | $170,300.64 | - | -$31,775.36 | -15.72% | -1.018% |
| GOOG Alphabet Inc | 2,841 | $505,943.36 | $1M | - | $498,037.66 | 98.44% | -0.906% |
| GOOGL Alphabet Inc | 3,492 | $647,954.88 | $1.24M | - | $589,086.12 | 90.91% | -0.978% |
| GS The Goldman Sachs Group, Inc. | 228 | $230,592 | $236,935.31 | - | $6,343.31 | 2.75% | +0.64% |
| IAU iShares Gold Trust | 3,708 | $322,659.84 | $302,832.36 | - | -$19,827.48 | -6.15% | +2.254% |
| IEFA iShares Core MSCI EAFE ETF | 6,590 | $482,052.81 | $666,117.21 | - | $184,064.4 | 38.18% | +1.09% |
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FAQ
Which stocks have generated the highest profits for Jeffrey Kikoler?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.06M, Vanguard Growth ETF - $936,006.48, NVIDIA Corporation - $807,371, Vanguard S&P 500 ETF - $683,786.98, and Vanguard Small-Cap ETF - $632,139.64. 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: Netflix, Inc - $88,067.96, Tesla, Inc - $55,385.97, Salesforce Inc - $39,912.2, UnitedHealth Group Incorporated - $39,502.62, and The Home Depot, Inc - $35,626.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Kikoler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.66M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.95M, Vanguard Small-Cap ETF - $553,657.42, Vanguard Growth ETF - $463,210.52, Vanguard S&P 500 ETF - $336,026.15, and VANGUARD FTSE DEVELOPED MARKETS ETF - $290,326.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Kikoler's monthly returns?
Jeffrey Kikoler's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey Kikoler's strategy be considered aggressive or moderate?
Jeffrey Kikoler's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey Kikoler's strategy?
Jeffrey Kikoler's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
