KB
Kimberly Byrne Portfolio
Invests via Bill Few Associates Inc. | Managed by Thomas R. Beilstein, CFA, Adam T. Logan, CFA, Tammy M. Vargo
Invests via Bill Few Associates Inc.
Managed by Thomas R. Beilstein, CFA, Adam T. Logan, CFA, Tammy M. Vargo
Automatically Tracked
Kimberly Byrne Profile
Kimberly Byrne stands out as a dynamic entrepreneur and innovative leader in the technology sector. With a rich background that combines operational management and strategic planning, she has effectively driven growth initiatives at various organizations. Her focus on developing scalable tech solutions is complemented by her adeptness in building strong teams to execute ambitious projects. Previously leading cross-functional units, she has consistently showcased her ability to navigate complex market challenges while enhancing product offerings. Kimberly’s insights into technological advancements have made her a respected voice in discussions surrounding industry trends and innovations.
Kimberly Byrne stands out as a dynamic entrepreneur and innovative leader in the technology sector. With a rich background that combines operational management and strategic planning, she has effectively driven growth initiatives at various organizations. Her focus on developing scalable tech solutions is complemented by her adeptness in building strong teams to execute ambitious projects. Previously leading cross-functional units, she has consistently showcased her ability to navigate complex market challenges while enhancing product offerings. Kimberly’s insights into technological advancements have made her a respected voice in discussions surrounding industry trends and innovations.
Investment Philosophy & Strategy
The technology landscape presents vast potential for transformative growth, and Kimberly Byrne is well-positioned to capitalize on these opportunities. Her entrepreneurial spirit drives a focus on scalable innovations that disrupt traditional paradigms. With an adeptness for fostering talent and leading teams through intricate market dynamics, she prioritizes strategic initiatives that enhance operational efficiencies and customer engagement. Leveraging her extensive expertise, decision-making reflects a keen understanding of sector-specific challenges while maintaining a forward-looking vision for development. By harnessing emerging trends, Byrne's investments aim not only at financial returns but also at pioneering the next wave of technological evolution.
The technology landscape presents vast potential for transformative growth, and Kimberly Byrne is well-positioned to capitalize on these opportunities. Her entrepreneurial spirit drives a focus on scalable innovations that disrupt traditional paradigms. With an adeptness for fostering talent and leading teams through intricate market dynamics, she prioritizes strategic initiatives that enhance operational efficiencies and customer engagement. Leveraging her extensive expertise, decision-making reflects a keen understanding of sector-specific challenges while maintaining a forward-looking vision for development. By harnessing emerging trends, Byrne's investments aim not only at financial returns but also at pioneering the next wave of technological evolution.
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:
82.24%
Gain -0.5%
Monthly
0.95%
Yearly
12.02%
Drawdown
21.63%
$471.8M
Equity
Holdings
$471.8M
Investment
$354.54M
$119.28M
Profit -$1.25M
Realized
$2.01M
Unrealized
$117.27M
Dividends
$24.7M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.25M
Win %
75%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$6.35M
Win %
75%
This Month
Compared to last month
Gain
-1.02%
Profit
-$4.88M
Win %
75%
This Year
Compared to last year
Gain
1.03%
Profit
$4.82M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$344,022.7 
ETN Eaton Corporation plc
+7.32%
+$272,427.13 
GOOG Alphabet Inc
+6.88%
+$914,137.09 
GOOGL Alphabet Inc
+6.73%
+$258,045.48 
COHR Coherent Corp.
+5.55%
+$13,138.51 
META Meta Platforms Inc Class A
+3.28%
+$21,056.87 
MSFT Microsoft Corp.
+3.02%
+$549,852.62 
BCPC Balchem Corporation
+2.97%
+$6,762 
NVDA NVIDIA Corporation
+2.93%
+$533,999.85 
CVX Chevron Corporation
+2.35%
+$134,040.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$6,080 
GLW Corning Incorporated
+2.24%
+$7,059.9 
CSCO Cisco Systems, Inc.
+2.14%
+$154,210.23 
PSA Public Storage Common Stock
+2.12%
+$6,988.8 
OKE ONEOK, Inc.
+1.95%
+$4,701.48 
ROK Rockwell Automation, Inc.
+1.93%
+$128,503.43 
PANW Palo Alto Networks, Inc.
+1.89%
+$11,143.8 
CRM Salesforce Inc
+1.83%
+$4,819.35 
ORCL Oracle Corporation
+1.81%
+$102,533.97 
HWM Howmet Aerospace Inc.
+1.8%
+$8,107.46 
SHEL Shell plc
+1.62%
+$8,234.94 
VZ Verizon Communications Inc.
+1.52%
+$87,939.6 
LMT Lockheed Martin Corporation
+1.5%
+$9,889.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$26,399.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,302.4 
GE General Electric Company
+1.42%
+$13,998.48 
KLAC KLA Corporation
+1.38%
+$6,252.42 
CAH Cardinal Health Inc.
+1.3%
+$3,821.35 
CGUS Capital Group Core Equity ETF
+1.29%
+$22,021.95 
COP ConocoPhillips
+1.22%
+$6,036.35 
WFC Wells Fargo & Company
+1.19%
+$3,993.3 
AMAT Applied Materials, Inc.
+1.18%
+$112,295.08 
IOO iShares Global 100 ETF
+1.15%
+$3,831.8 
JGRW Jensen Quality Growth ETF
+1.12%
+$21,278.49 
EQT EQT Corporation
+1.1%
+$4,696.26 
ADP Automatic Data Processing Inc.
+0.98%
+$35,389.62 
WINN Harbor Long-Term Growers ETF
+0.94%
+$7,552.2 
UNP Union Pacific Corporation
+0.92%
+$7,174.32 
JAVA JPMorgan Active Value ETF
+0.87%
+$9,175.6 
IBM International Business Machines Corporation
+0.86%
+$37,846.25 
GEV GE Vernova Inc.
+0.85%
+$6,224.19 
FHI Federated Hermes Inc.
+0.82%
+$3,813.67 
MCD McDonald's Corporation
+0.82%
+$8,690.04 
EMR Emerson Electric Co.
+0.79%
+$2,090.98 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,724.99 
SBSI Southside Bancshares Inc.
+0.78%
+$2,611 
TSLA Tesla, Inc.
+0.76%
+$4,165.36 
MPC Marathon Petroleum Corporation
+0.76%
+$9,170.48 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,520.48 
STT State Street Corp
+0.73%
+$1,609.33 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,758.43 
VOO Vanguard S&P 500 ETF
+0.71%
+$63,875.51 
CAT Caterpillar Inc.
+0.7%
+$8,499.32 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,344.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,714.24 
PLTR Palantir Technologies Inc.
+0.65%
+$2,161.59 
CGGR Capital Group Growth ETF
+0.65%
+$20,079.31 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,056.6 
CGDV Capital Group Dividend Value ETF
+0.63%
+$48,331.48 
JGRO JPMorgan Active Growth ETF
+0.61%
+$14,690.48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,622.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$11,559.48 
RJF Raymond James Financial Inc.
+0.58%
+$8,175.95 
MO Altria Group, Inc.
+0.57%
+$5,662.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$12,518.82 
EXC Exelon Corporation
+0.53%
+$1,436.88 
Q Qnity Electronics Inc.
+0.51%
+$854.03 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$14,821.19 
NSC Norfolk Southern Corporation
+0.46%
+$1,990.23 
CSX CSX Corporation
+0.42%
+$1,757.28 
PFE Pfizer Inc.
+0.4%
+$9,112.1 
RTX RTX Corporation
+0.39%
+$3,087 
VLO Valero Energy Corporation
+0.38%
+$4,758.81 
AVGO Broadcom Inc.
+0.37%
+$771.84 
PG Procter & Gamble Co
+0.37%
+$18,474.21 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,755.06 
BAC Bank of America Corporation
+0.36%
+$794.2 
GD General Dynamics Corporation
+0.32%
+$1,409.1 
MRK Merck & Co., Inc.
+0.32%
+$5,091.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$591.3 
DOV Dover Corporation
+0.27%
+$1,250.48 
JPM JPMorgan Chase & Co.
+0.27%
+$31,586.82 
SO The Southern Company
+0.21%
+$1,185 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$4,847.38 
USB U.S. Bancorp
+0.17%
+$6,543.03 
T AT&T Inc.
+0.17%
+$1,457.36 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,548.49 
CB Chubb Limited
+0.15%
+$888.81 
DELL Dell Technologies Inc.
+0.14%
+$369.6 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$3,176.25 
MMM 3M Company
+0.12%
+$851.31 
C Citigroup Inc.
+0.1%
+$297.16 
NUE Nucor Corporation
+0.1%
+$762.5 
WM Waste Management, Inc.
+0.1%
+$744.92 
WMT Walmart Inc.
+0.09%
+$1,678.53 
ABT Abbott Laboratories
+0.09%
+$3,997.08 
FEGE First Eagle Global Equity ETF
+0.08%
+$964.76 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$192.54 
AEP American Electric Power Company, Inc.
+0.06%
+$111.86 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,481.16 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
+0.05%
+$113.04 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$130.62 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$174.62 
DIS The Walt Disney Company
+0.03%
+$804.69 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
FTMU Franklin Municipal Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.48M 
SYK Stryker Corporation
-6.42%
-$157,675.71 
TROW T. Rowe Price Group, Inc.
-6.31%
-$21,362.61 
MU Micron Technology, Inc.
-5.9%
-$20,135.68 
CAG Conagra Brands Inc.
-3.46%
-$5,911.36 
AVY Avery Dennison Corporation
-2.91%
-$109,150.17 
QCOM QUALCOMM Incorporated
-2.63%
-$5,179.03 
ABBV AbbVie Inc.
-2.51%
-$249,877.87 
SJM The J.M. Smucker Company
-2.41%
-$8,003.35 
NWN Northwest Natural Holding Company
-2.22%
-$6,585.62 
BA Boeing Company
-2.15%
-$8,101.5 
SLV iShares Silver Trust
-2.13%
-$5,027.4 
KHC The Kraft Heinz Company
-2.01%
-$48,751.52 
NFLX Netflix, Inc.
-2%
-$6,920.4 
PSLV Sprott Physical Silver Trust
-1.98%
-$8,417 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,946.42 
GIS General Mills, Inc.
-1.84%
-$5,377.42 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,620.66 
ADM Archer-Daniels-Midland Co
-1.66%
-$7,774.68 
LRCX Lam Research Corporation
-1.58%
-$12,121.33 
GLD SPDR Gold Shares
-1.49%
-$5,097.33 
BKH Black Hills Corporation
-1.41%
-$4,343.16 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,827.43 
PPG PPG Industries Inc.
-1.35%
-$12,099.62 
TJX The TJX Companies, Inc.
-1.21%
-$115,527.72 
NEE NextEra Energy, Inc.
-1.15%
-$6,692.26 
DE Deere & Company
-1.13%
-$12,464.38 
LOW Lowe's Companies Inc.
-1.08%
-$3,536.66 
INTC Intel Corporation
-1.02%
-$11,498.52 
KO The Coca-Cola Company
-1.02%
-$6,391.8 
UPS United Parcel Service, Inc.
-1%
-$2,990.4 
PPL PPL Corporation
-0.98%
-$4,673.55 
XOM Exxon Mobil Corporation
-0.97%
-$75,529.98 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$5,623.77 
GILD Gilead Sciences Inc.
-0.81%
-$3,474.26 
D Dominion Energy, Inc.
-0.8%
-$42,407.68 
KMB Kimberly-Clark Corporation
-0.8%
-$5,436.64 
ED Consolidated Edison, Inc.
-0.74%
-$1,637.82 
MA Mastercard Incorporated
-0.74%
-$1,785 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$14,561.24 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,609.83 
DUK Duke Energy Corporation
-0.67%
-$4,751.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,814.18 
CGCB Capital Group Core Bond ETF
-0.66%
-$8,970.73 
AMGN Amgen Inc.
-0.64%
-$5,406.42 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,419.12 
AMT American Tower Corporation
-0.63%
-$23,445.61 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,782.66 
PM Philip Morris International Inc.
-0.61%
-$7,809.17 
EVLN Eaton Vance Floating-Rate ETF
-0.6%
-$1,952.28 
WEC WEC Energy Group Inc.
-0.57%
-$1,145.98 
SBUX Starbucks Corporation
-0.57%
-$14,319.6 
JPRE JPMorgan Realty Income ETF
-0.56%
-$5,055.3 
WAB Wabtec Corporation
-0.55%
-$4,360 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,201.58 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$15,465.96 
LLY Eli Lilly and Company
-0.53%
-$11,340.5 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,209.45 
STLD Steel Dynamics Inc.
-0.49%
-$2,876.82 
IWM iShares Russell 2000 ETF
-0.47%
-$4,744.04 
FNB F.N.B. Corporation
-0.47%
-$7,937.01 
WSBC WesBanco Inc.
-0.46%
-$1,545.27 
PEP PepsiCo, Inc.
-0.46%
-$18,799.36 
CPB The Campbell's Company
-0.45%
-$1,162.1 
CGMU Capital Group Municipal Income ETF
-0.44%
-$2,853.36 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$11,133.15 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,279.48 
FIGB Fidelity Investment Grade Bond ETF
-0.43%
-$5,998.17 
HD The Home Depot, Inc.
-0.42%
-$21,595.35 
ORI Old Republic International Corp.
-0.39%
-$1,409.47 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$162,625.75 
AXP American Express Company
-0.38%
-$20,523.04 
FDX FedEx Corporation
-0.37%
-$1,429.45 
GPC Genuine Parts Company
-0.37%
-$2,058.04 
JDVI John Hancock Disciplined Value International Select ETF
-0.35%
-$10,605.28 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$1,105.1 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$1,050.56 
CEG Constellation Energy Corporation
-0.31%
-$826.2 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.29%
-$2,129.82 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,742.81 
COR Cencora, Inc.
-0.28%
-$15,593.87 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$4,344.03 
FCF First Commonwealth Financial Corporation
-0.28%
-$1,570.02 
CCI Crown Castle Inc.
-0.27%
-$833.28 
INCM Franklin Income Focus ETF
-0.27%
-$1,141.84 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$3,427.8 
BX Blackstone Inc.
-0.25%
-$11,816.58 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$3,419.16 
COST Costco Wholesale Corporation
-0.24%
-$1,910.61 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$7,534.38 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,009.48 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.19%
-$584.03 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$891.53 
FTMH Franklin Municipal High Yield ETF
-0.17%
-$778.04 
UGI UGI Corporation
-0.17%
-$5,509.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,225.89 
FITB Fifth Third Bancorp
-0.16%
-$668.61 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$415 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,761.73 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$343.2 
TAXF American Century Diversified Municipal Bond ETF
-0.12%
-$302.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$592.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$316.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$3,266.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$5,355.09 
BSMZ Invesco BulletShares 2035 Municipal Bond ETF
-0.08%
-$187.53 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$116 
CGBL Capital Group Core Balanced ETF
-0.05%
-$210.62 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$153.39 
V Visa Inc. Class A
-0.04%
-$609.8 
CGIE Capital Group International Equity ETF
-0.03%
-$886.61 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$85.78 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$54.61 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$85.59 
TGT Target Corporation
-0.01%
-$53.31 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1588/2423 65% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,219.23 |
| Average Win $92,668.99 | Best Trade (Sep 08) $13.88M | Sharpe Ratio -9.88 |
| Average Loss -$33,391.98 | Worst Trade (Mar 30) -$2.55M | Z-Score 13.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w 1d | Expectancy $49,226.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 101,267 | $19.17M | $31.28M | - | $12.11M | 63.17% | -7.354% |
| ABBV AbbVie Inc. | 38,621 | $6.12M | $9.69M | - | $3.57M | 58.38% | -2.513% |
| ABT Abbott Laboratories | 44,412 | $5.85M | $4.69M | - | -$1.16M | -19.76% | +0.085% |
| ADM Archer-Daniels-Midland Co | 5,802 | $400,715.14 | $459,924.54 | - | $59,209.4 | 14.78% | -1.662% |
| ADP Automatic Data Processing Inc. | 13,664 | $3.37M | $3.64M | - | $273,016.67 | 8.11% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,598 | $218,622.38 | $204,304.3 | - | -$14,318.08 | -6.55% | +0.055% |
| AMAT Applied Materials, Inc. | 19,033 | $3.94M | $9.66M | - | $5.72M | 145.12% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 860 | $499,582.57 | $409,488.99 | - | -$90,093.58 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 2,180 | $560,231.96 | $839,648.8 | - | $279,416.84 | 49.88% | -0.64% |
| AMT American Tower Corporation | 21,314 | $5.55M | $3.69M | - | -$1.85M | -33.36% | -0.631% |
| AMZN Amazon.com Inc | 9,535 | $1.64M | $2.59M | - | $946,467.52 | 57.6% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 126 | $250,669.43 | $205,254 | - | -$45,415.43 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 536 | $202,474 | $208,654.08 | - | $6,180.08 | 3.05% | +0.371% |
| AVY Avery Dennison Corporation | 21,444 | $4.25M | $3.64M | - | -$613,989.31 | -14.43% | -2.912% |
| AXP American Express Company | 16,160 | $2.68M | $5.43M | - | $2.75M | 102.65% | -0.376% |
| BA Boeing Company | 1,702 | $339,672.63 | $367,870.28 | - | $28,197.65 | 8.3% | -2.155% |
| BAC Bank of America Corporation | 3,610 | $205,697.8 | $223,639.5 | - | $17,941.7 | 8.72% | +0.356% |
| BCPC Balchem Corporation | 1,400 | $208,250 | $234,584 | - | $26,334 | 12.65% | +2.968% |
| BKH Black Hills Corporation | 4,258 | $297,688.49 | $303,212.18 | - | $5,523.69 | 1.86% | -1.412% |
| BMY Bristol-Myers Squibb Company | 11,876 | $709,132.28 | $775,621.56 | - | $66,489.28 | 9.38% | +0.694% |
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FAQ
Which stocks have generated the highest profits for Kimberly Byrne?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.15M, JPMorgan Mortgage-Backed Securities ETF - $1.72M, AbbVie Inc - $1.63M, Chevron Corporation - $1.22M, and Verizon Communications Inc - $1.12M. 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 - $2.91M, Skyworks Solutions Inc - $843,267.67, The Walt Disney Company - $455,454.59, Intel Corporation - $267,326.35, and Becton, Dickinson and Company - $240,536.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Byrne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.7M earned over time. The largest contributors to dividend income include JPMorgan Mortgage-Backed Securities ETF - $1.72M, Verizon Communications Inc - $1.19M, AbbVie Inc - $1.06M, Chevron Corporation - $877,225.21, and Exxon Mobil Corporation - $768,788.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Byrne's monthly returns?
Kimberly Byrne'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 Kimberly Byrne's strategy be considered aggressive or moderate?
Kimberly Byrne's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberly Byrne's strategy?
Kimberly Byrne'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.
