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:
66.6%
Gain +0.21%
Monthly
1.54%
Yearly
20.08%
Drawdown
20.2%
$210.26M
Equity
Holdings
$210.26M
Investment
$145.61M
$67.57M
Profit +$297,232.94
Realized
$2.91M
Unrealized
$64.65M
Dividends
$5.18M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$297,232.94
Win %
84%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$2.51M
Win %
84%
This Month
Compared to last month
Gain
0.73%
Profit
$1.52M
Win %
84%
This Year
Compared to last year
Gain
1.98%
Profit
$4.08M
Win %
84%
LLY Eli Lilly and Company
+4.74%
+$28,201.44 
UNH UnitedHealth Group Incorporated
+3.74%
+$9,264.8 
ORCL Oracle Corporation
+2.33%
+$5,645.1 
V Visa Inc. Class A
+2.14%
+$9,354.85 
WMT Walmart Inc.
+2.08%
+$13,548.15 
ZION Zions Bancorporation, National Association
+2.04%
+$5,727.96 
ABBV AbbVie Inc.
+1.93%
+$7,131.84 
MA Mastercard Incorporated
+1.84%
+$5,075.28 
IAU iShares Gold Trust
+1.09%
+$3,115.83 
BAC Bank of America Corporation
+1.04%
+$2,164.61 
MSFT Microsoft Corp.
+1.03%
+$17,444.66 
GE General Electric Company
+0.9%
+$2,076.24 
VB Vanguard Small-Cap ETF
+0.83%
+$161,563.46 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$1,901.2 
JNJ Johnson & Johnson
+0.74%
+$3,403.89 
MO Altria Group, Inc.
+0.72%
+$4,712.76 
KO The Coca-Cola Company
+0.71%
+$1,649.7 
VTV Vanguard Value ETF
+0.7%
+$339,654.7 
VTWO Vanguard Russell 2000 ETF
+0.69%
+$7,134.88 
IWD iShares Russell 1000 Value ETF
+0.68%
+$7,144.88 
VONV Vanguard Russell 1000 Value Index Fund
+0.67%
+$46,865.71 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$3,918.28 
COST Costco Wholesale Corporation
+0.6%
+$1,722.72 
EFA iShares MSCI EAFE ETF
+0.59%
+$2,160.62 
AAPL Apple Inc.
+0.53%
+$22,888.81 
IJH iShares Core S&P Mid-Cap ETF
+0.53%
+$1,213.9 
VXF Vanguard Extended Market ETF
+0.52%
+$5,883.23 
IEFA iShares Core MSCI EAFE ETF
+0.48%
+$3,031.4 
GOOGL Alphabet Inc
+0.43%
+$5,272.92 
GS The Goldman Sachs Group, Inc.
+0.39%
+$770.64 
GOOG Alphabet Inc
+0.38%
+$3,750.12 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$1,955.92 
ESGV Vanguard ESG U.S. Stock ETF
+0.26%
+$2,680.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.21%
+$11,365.68 
META Meta Platforms Inc Class A
+0.2%
+$1,681.96 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.19%
+$1,161.63 
IWB iShares Russell 1000 ETF
+0.18%
+$1,201.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$3,915 
VONE Vanguard Russell 1000 ETF
+0.12%
+$1,443.2 
VOO Vanguard S&P 500 ETF
+0.09%
+$11,927.99 
LRCX Lam Research Corporation
-4.76%
-$10,207.75 
INTC Intel Corporation
-4.16%
-$8,504.97 
CSCO Cisco Systems, Inc.
-4.13%
-$10,449.32 
AMD Advanced Micro Devices, Inc.
-3.84%
-$21,742.54 
AMAT Applied Materials, Inc.
-3.84%
-$9,295.3 
KLAC KLA Corporation
-3.47%
-$6,619.86 
GEV GE Vernova Inc.
-2.92%
-$4,732.58 
PM Philip Morris International Inc.
-2.52%
-$7,625.75 
PANW Palo Alto Networks, Inc.
-1.97%
-$4,528.81 
AVGO Broadcom Inc.
-1.96%
-$19,426.19 
TSLA Tesla, Inc.
-1.89%
-$10,352.31 
NVDA NVIDIA Corporation
-1.67%
-$60,715.26 
XOM Exxon Mobil Corporation
-1.31%
-$5,119.65 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$2,896.61 
VGT Vanguard Information Technology ETF
-1.04%
-$7,239.87 
PLTR Palantir Technologies Inc.
-0.73%
-$3,007.62 
RJF Raymond James Financial Inc.
-0.66%
-$10,313.68 
PDP Invesco Dorsey Wright Momentum ETF
-0.6%
-$2,587.62 
VWO Vanguard FTSE Emerging Markets ETF
-0.48%
-$12,214.25 
IWF iShares Russell 1000 Growth ETF
-0.45%
-$7,611.52 
VONG Vanguard Russell 1000 Growth Fund
-0.43%
-$29,588.35 
VUG Vanguard Growth ETF
-0.33%
-$210,483.87 
MU Micron Technology, Inc.
-0.3%
-$1,654.1 
JPM JPMorgan Chase & Co.
-0.23%
-$1,438.2 
AMZN Amazon.com Inc
-0.13%
-$1,974.72 
RTX RTX Corporation
-0.12%
-$304.2 
OEF iShares S&P 100 ETF
0%
-$32.7 Events
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Dividends
Dividend Analysis
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| Trades 447 | Longs Won 379/447 84% | Profit Factor 51.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.18M |
| Average Win $181,822.46 | Best Trade (Oct 14) $21.32M | Sharpe Ratio -12.57 |
| Average Loss -$19,768.72 | Worst Trade (Oct 15) -$159,087.84 | Z-Score 27.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $151,155.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.81% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,515 | $3.06M | $4.32M | - | $1.26M | 41.03% | +0.533% |
| ABBV AbbVie Inc. | 1,311 | $306,256.43 | $376,506.09 | - | $70,249.66 | 22.94% | +1.931% |
| AMAT Applied Materials, Inc. | 542 | $391,866 | $232,778.16 | - | -$159,087.84 | -40.6% | -3.84% |
| AMD Advanced Micro Devices, Inc. | 991 | $202,731.73 | $543,940.08 | - | $341,208.35 | 168.31% | -3.844% |
| AMZN Amazon.com Inc | 5,808 | $1.09M | $1.47M | - | $387,632.55 | 35.69% | -0.134% |
| AVGO Broadcom Inc. | 2,861 | $454,650.05 | $971,195.06 | - | $516,545.01 | 113.61% | -1.961% |
| BAC Bank of America Corporation | 4,046 | $230,541 | $210,088.55 | - | -$20,452.45 | -8.87% | +1.041% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 8,518 | $657,814.03 | $626,328.54 | - | -$31,485.49 | -4.79% | +0.63% |
| BRK-B Berkshire Hathaway Inc. | 1,063 | $430,610.59 | $561,465.97 | - | $130,855.38 | 30.39% | +0.35% |
| COST Costco Wholesale Corporation | 291 | $266,060.67 | $287,484.72 | - | $21,424.05 | 8.05% | +0.603% |
| CSCO Cisco Systems, Inc. | 2,228 | $261,701 | $242,740.6 | - | -$18,960.4 | -7.25% | -4.127% |
| EFA iShares MSCI EAFE ETF | 3,542 | $316,619 | $366,101.12 | - | $49,482.12 | 15.63% | +0.594% |
| ESGV Vanguard ESG U.S. Stock ETF | 7,552 | $671,311.52 | $1.03M | - | $357,233.12 | 53.21% | +0.261% |
| GE General Electric Company | 755 | $217,845.19 | $233,876.34 | - | $16,031.15 | 7.36% | +0.896% |
| GEV GE Vernova Inc. | 172 | $202,076 | $157,253.58 | - | -$44,822.42 | -22.18% | -2.922% |
| GOOG Alphabet Inc | 2,841 | $505,943.36 | $980,059.77 | - | $474,116.41 | 93.71% | +0.384% |
| GOOGL Alphabet Inc | 3,492 | $647,954.88 | $1.22M | - | $571,276.92 | 88.17% | +0.434% |
| GS The Goldman Sachs Group, Inc. | 228 | $230,592 | $201,118.8 | - | -$29,473.2 | -12.78% | +0.385% |
| IAU iShares Gold Trust | 3,708 | $322,659.84 | $288,891.39 | - | -$33,768.45 | -10.47% | +1.09% |
| IEFA iShares Core MSCI EAFE ETF | 6,590 | $482,052.81 | $634,814.7 | - | $152,761.89 | 31.69% | +0.48% |
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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 - $2.28M, Vanguard Growth ETF - $999,789.47, NVIDIA Corporation - $811,484.5, Vanguard S&P 500 ETF - $718,851.98, and Vanguard Small-Cap ETF - $690,633.19. 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 - $38,050.3, 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 $5.18M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.18M, Vanguard Small-Cap ETF - $612,150.97, Vanguard Growth ETF - $526,993.51, Vanguard S&P 500 ETF - $371,091.15, and VANGUARD FTSE DEVELOPED MARKETS ETF - $304,239.51. 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.
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