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:
96.1%
Gain -1.1%
Monthly
0.93%
Yearly
11.69%
Drawdown
21.62%
$484.36M
Equity
Holdings
$484.36M
Investment
$372.14M
$119.53M
Profit -$2.87M
Realized
$7.31M
Unrealized
$112.23M
Dividends
$25.76M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$2.87M
Win %
74%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$695,849.25
Win %
74%
This Month
Compared to last month
Gain
1.45%
Profit
$6.93M
Win %
74%
This Year
Compared to last year
Gain
0.38%
Profit
$1.83M
Win %
73%
CCI Crown Castle Inc.
+11.49%
+$36,067.86 
AMT American Tower Corporation
+5.9%
+$240,545.86 
CRWD CrowdStrike Holdings, Inc.
+3.85%
+$9,371.74 
PANW Palo Alto Networks, Inc.
+3.75%
+$22,577.38 
COP ConocoPhillips
+3.68%
+$20,512.72 
MU Micron Technology Inc.
+3.21%
+$14,445.38 
FANG Diamondback Energy Inc.
+2.85%
+$6,699.04 
SPCX Space Exploration Technologies Corp. Class A
+2.24%
+$11,553.84 
COHR Coherent Corp.
+2.2%
+$3,663.99 
AMD Advanced Micro Devices Inc.
+1.93%
+$9,005.59 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+1.93%
+$11,450.52 
XOM ExxonMobil Holdings Corporation
+1.88%
+$162,053.21 
CVX Chevron Corporation
+1.78%
+$118,917.69 
BCPC Balchem Corporation
+1.65%
+$3,990 
STLD Steel Dynamics, Inc.
+1.4%
+$8,150.03 
INTC Intel Corporation
+1.31%
+$13,679.68 
HPE Hewlett Packard Enterprise Company
+1.26%
+$2,671.9 
LMT Lockheed Martin Corporation
+1.08%
+$7,308.88 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
+1.02%
+$2,983.33 
EQT EQT Corporation
+1.02%
+$4,498.48 
NUE Nucor Corporation
+0.96%
+$7,658.78 
SMH VanEck Semiconductor ETF
+0.89%
+$1,402.5 
CSRE Cohen & Steers Real Estate Active ETF
+0.8%
+$3,392.62 
AMAT Applied Materials Inc.
+0.79%
+$44,411.84 
CSCO Cisco Systems, Inc.
+0.72%
+$47,309.06 
ASML ASML Holding N.V. NY Registered Shares
+0.68%
+$1,377.38 
DELL Dell Technologies Inc. Class C Common Stock
+0.65%
+$2,021.69 
GLW Corning Incorporated
+0.62%
+$1,751.75 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.59%
+$1,732.86 
QCOM QUALCOMM Incorporated
+0.57%
+$1,287 
JPRE JPMorgan Realty Income ETF
+0.54%
+$4,726.43 
FTMU Franklin Municipal Income ETF
+0.33%
+$1,095 
ORCL Oracle Corporation
+0.32%
+$17,540.55 
VNQ Vanguard Real Estate ETF
+0.28%
+$1,884.22 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
+0.27%
+$792.64 
MSFT Microsoft Corporation Common Stock
+0.26%
+$54,763.7 
DOV Dover Corporation
+0.26%
+$1,117.98 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.24%
+$718.41 
NVDA NVIDIA Corporation
+0.24%
+$47,942.12 
SWKS Skyworks Solutions, Inc.
+0.23%
+$581.52 
MPC Marathon Petroleum Corp.
+0.21%
+$3,725.96 
WM Waste Management Inc.
+0.21%
+$1,684.5 
UGI UGI Corporation
+0.21%
+$7,153.12 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
+0.11%
+$436.55 
FTMH Franklin Municipal High Yield ETF
+0.09%
+$389.02 
BSMZ Invesco BulletShares 2035 Municipal Bond ETF
+0.08%
+$195.43 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$221.69 
MMIT NYLI MacKay Muni Intermediate ETF
+0.06%
+$196.98 
FLMI Franklin Dynamic Municipal Bond ETF
+0.06%
+$229.53 
EVLN Eaton Vance Floating-Rate Fund
+0.06%
+$149.91 
VSDM Vanguard Short Duration Tax-Exempt Bond ETF
+0.04%
+$123.36 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$76.69 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$85.59 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$164.32 
TAXF American Century Diversified Municipal Bond ETF
+0.01%
+$25.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 OKE
OKE
0%
$0 
T AT&T Inc.
-5.14%
-$42,504.93 
GPC Genuine Parts Company
-3.45%
-$19,809.72 
HWM Howmet Aerospace Inc.
-3.42%
-$10,298.36 
GE General Electric Company
-3.33%
-$27,217.77 
PPG PPG Industries, Inc.
-3.31%
-$33,929.24 
INMB INmune Bio Inc.
-3.25%
-$533.75 
AXP American Express Company
-3.08%
-$157,193.92 
ORI Old Republic International Corp.
-3.04%
-$10,165.06 
CPB The Campbell's Company Common Stock
-3.01%
-$8,024.96 
VZ Verizon Communications Inc.
-2.95%
-$171,978.7 
TGT Target Corp.
-2.94%
-$12,323.84 
LOW Lowe's Companies, Inc.
-2.92%
-$10,215.44 
CLX The Clorox Company
-2.87%
-$7,421.22 
KMB Kimberly-Clark Corporation
-2.82%
-$16,287.46 
NSC Norfolk Southern Corp.
-2.8%
-$12,146.65 
HD The Home Depot, Inc.
-2.75%
-$142,556.38 
CAT Caterpillar Inc.
-2.74%
-$27,570.38 
UNP Union Pacific Corp.
-2.69%
-$22,431.93 
BRK-B Berkshire Hathaway Inc.
-2.67%
-$134,568.2 
CRM Salesforce, Inc.
-2.57%
-$9,402.39 
AVY Avery Dennison Corporation
-2.56%
-$102,329.6 
CSX CSX Corporation
-2.56%
-$11,049.72 
HONA Honeywell Aerospace Inc.
-2.47%
-$34,937.82 
PG The Procter & Gamble Company
-2.41%
-$140,572.07 
FDX FedEx Corp.
-2.4%
-$9,056.33 
LLY Eli Lilly and Company
-2.39%
-$57,531.14 
MMM 3M Company
-2.36%
-$16,566.8 
SLV iShares Silver Trust
-2.35%
-$5,776.8 
BMY Bristol-Myers Squibb Company
-2.33%
-$18,120.69 
MRK Merck & Co., Inc.
-2.33%
-$42,566.42 
PEP PepsiCo, Inc.
-2.26%
-$93,416.73 
PSLV Sprott Physical Silver Trust
-2.24%
-$8,749.25 
KO The Coca-Cola Company
-2.22%
-$15,054.57 
UPS United Parcel Service, Inc. Class B Common Stock
-2.13%
-$7,302.55 
RTX RTX Corporation
-2.12%
-$14,862.34 
ADSK Autodesk Inc.
-2.03%
-$49,709.55 
BX Blackstone Inc.
-1.98%
-$84,989.6 
MA Mastercard Inc. Class A Common Stock
-1.9%
-$5,060.43 
MCD McDonald's Corporation
-1.81%
-$20,303.14 
PFE Pfizer Inc.
-1.81%
-$49,822.85 
FHI Federated Hermes, Inc. Common Stock
-1.8%
-$7,990.32 
GIS General Mills Inc.
-1.78%
-$5,187.5 
CB Chubb Limited
-1.75%
-$10,420.34 
JPM JPMorgan Chase & Co.
-1.74%
-$193,775.4 
JNJ Johnson & Johnson
-1.73%
-$43,836.75 
C Citigroup Inc.
-1.71%
-$4,760.7 
BA The Boeing Company
-1.7%
-$5,429.38 
GEV GE Vernova Inc.
-1.69%
-$10,423.43 
V Visa Inc. Class A
-1.69%
-$41,541.26 
KHC The Kraft Heinz Company
-1.63%
-$38,088.18 
HPQ HP Inc.
-1.61%
-$4,318.03 
AMGN Amgen Inc. Common Stock
-1.6%
-$15,358.2 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$5,486.39 
TJX The TJX Companies, Inc.
-1.55%
-$135,318.39 
USB U.S. Bancorp
-1.53%
-$57,005.96 
ETN Eaton Corporation plc
-1.51%
-$52,758.33 
SJM The J. M. Smucker Company
-1.48%
-$5,502.42 
FITB Fifth Third Bancorp
-1.31%
-$5,200.3 
SMMD iShares Russell 2500 ETF
-1.27%
-$9,170.17 
WFC Wells Fargo & Company
-1.26%
-$4,117.06 
WAB Wabtec Corporation
-1.26%
-$9,304.34 
CGIE Capital Group International Equity ETF
-1.25%
-$41,911.2 
ZBRA Zebra Technologies Corp. Class A Common Stock
-1.24%
-$2,661.66 
DE Deere & Company
-1.24%
-$14,047.65 
DFAS Dimensional U.S. Small Cap ETF
-1.23%
-$6,176.96 
IJH iShares Core S&P Mid-Cap ETF
-1.22%
-$6,604.69 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-1.21%
-$45,400.17 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$34,496.28 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-1.21%
-$85,252.09 
WSBC WesBanco, Inc.
-1.2%
-$3,755.3 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-1.16%
-$15,587.22 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-1.16%
-$38,610.95 
PPL PPL Corporation
-1.13%
-$6,150 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-1.11%
-$24,709.23 
TROW T. Rowe Price Group Inc.
-1.1%
-$3,253.56 
IWM iShares Russell 2000 ETF
-1.1%
-$10,375.55 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-1.08%
-$36,814.92 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.07%
-$5,068.22 
GD General Dynamics Corp.
-1.06%
-$4,301.97 
IJR iShares Core S&P Small-Cap ETF
-1.05%
-$3,210.52 
FEGE First Eagle Global Equity ETF
-1.03%
-$13,711.68 
DIS The Walt Disney Company
-1.02%
-$34,002.05 
MO Altria Group, Inc.
-1.01%
-$11,182.71 
JDVI John Hancock Disciplined Value International Select ETF
-1.01%
-$31,115.64 
EXC Exelon Corp.
-1%
-$2,704.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.99%
-$12,291.55 
IWR iShares Russell Mid-Cap ETF
-0.99%
-$15,274.17 
ED Consolidated Edison Inc.
-0.98%
-$2,310.78 
IDEQ Lazard International Dynamic Equity ETF
-0.94%
-$26,804.57 
XLU State Street Utilities Select Sector SPDR ETF
-0.93%
-$2,375.2 
AMZN Amazon.com Inc
-0.92%
-$30,826.95 
TDVG T. Rowe Price Dividend Growth Fund
-0.92%
-$13,333.56 
FNB F.N.B. Corporation
-0.91%
-$14,405.49 
CAG Conagra Brands Inc.
-0.9%
-$1,599.48 
BNY Bank of New York Mellon Corp.
-0.89%
-$7,990.26 
EFA iShares MSCI EAFE ETF
-0.89%
-$2,471.41 
ROK Rockwell Automation Inc.
-0.88%
-$52,988.32 
RJF Raymond James Financial, Inc.
-0.88%
-$10,493 
IBM International Business Machines Corporation
-0.87%
-$48,006.2 
COR Cencora Inc.
-0.85%
-$50,896.76 
JAVA JPMorgan Active Value ETF
-0.84%
-$10,069.5 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.83%
-$6,806.27 
D Dominion Energy, Inc.
-0.83%
-$41,829.29 
CEG Constellation Energy Corporation
-0.82%
-$1,993.87 
VYMI Vanguard International High Dividend Yield ETF
-0.82%
-$1,894.06 
VEA Vanguard FTSE Developed Markets ETF
-0.81%
-$2,161.6 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.8%
-$16,129.43 
CAH Cardinal Health, Inc.
-0.8%
-$2,648.6 
CGXU Capital Group International Focus Equity ETF
-0.8%
-$22,385.69 
GLD SPDR Gold Shares
-0.79%
-$2,862.3 
SBUX Starbucks Corp.
-0.79%
-$19,070.4 
ADP Automatic Data Processing Inc.
-0.78%
-$33,612.27 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.78%
-$1,719.15 
LRCX Lam Research Corp.
-0.76%
-$4,441.47 
CGDV Capital Group Dividend Value ETF
-0.76%
-$72,237.69 
MRSH Marsh & McLennan Companies, Inc.
-0.75%
-$4,665 
GILD Gilead Sciences Inc.
-0.74%
-$3,802.5 
FCF First Commonwealth Financial Corp.
-0.74%
-$4,048.88 
SO The Southern Company
-0.72%
-$4,039.2 
ABT Abbott Laboratories
-0.72%
-$33,890.52 
CGUS Capital Group Core Equity ETF
-0.71%
-$13,524.84 
UNH UnitedHealth Group Inc.
-0.71%
-$5,330.73 
JGRW Jensen Quality Growth ETF
-0.7%
-$12,809.87 
WMT Walmart Inc.
-0.69%
-$13,840.12 
CGGO Capital Group Global Growth Equity ETF
-0.68%
-$34,391.08 
ABBV AbbVie Inc.
-0.68%
-$69,526.32 
DUK Duke Energy Corporation
-0.65%
-$4,774.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.65%
-$13,004.16 
VTI Vanguard Total Stock Market ETF
-0.62%
-$22,779.8 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.62%
-$16,965.5 
CGBL Capital Group Core Balanced ETF
-0.61%
-$2,671.55 
CGGR Capital Group Growth ETF
-0.6%
-$19,589.83 
EMR Emerson Electric Co.
-0.59%
-$1,668.5 
IVV iShares Core S&P 500 ETF
-0.58%
-$7,628.15 
VOO Vanguard S&P 500 ETF
-0.57%
-$53,559.87 
SPY State Street SPDR S&P 500 ETF Trust
-0.56%
-$11,589.11 
SCHB Schwab U.S. Broad Market ETF
-0.56%
-$2,545.29 
NEE NextEra Energy Inc.
-0.56%
-$3,056.24 
COST Costco Wholesale Corp
-0.54%
-$4,214.12 
SBSI Southside Bancshares Inc.
-0.54%
-$1,857.42 
META Meta Platforms Inc Class A
-0.52%
-$4,064.2 
BKH Black Hills Corporation
-0.49%
-$1,673.88 
IOO iShares Global 100 ETF
-0.49%
-$1,677.9 
VLO Valero Energy Corporation
-0.49%
-$8,365.76 
INCM Franklin Income Focus ETF
-0.48%
-$2,097.34 
KLAC KLA Corporation
-0.47%
-$1,734.66 
TSLA Tesla, Inc.
-0.42%
-$2,647.33 
PSA Public Storage
-0.41%
-$1,338.88 
NFLX Netflix Inc.
-0.41%
-$1,582.64 
IVW iShares S&P 500 Growth ETF
-0.34%
-$808.4 
NWN Northwest Natural Holding Company
-0.32%
-$956.8 
ADM Archer-Daniels-Midland Company
-0.3%
-$1,385.28 
THYF T. Rowe Price U.S. High Yield ETF
-0.3%
-$715.5 
JCPI JPMorgan Inflation Managed Bond ETF
-0.3%
-$2,245.04 
WINN Harbor Long-Term Growers ETF
-0.3%
-$2,517.4 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.28%
-$5,510.01 
BRK-A Berkshire Hathaway Inc.
-0.26%
-$4,252.88 
GOOGL Alphabet Inc
-0.25%
-$9,721.1 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$736.11 
CGCB Capital Group Core Bond ETF
-0.22%
-$4,160.59 
PM Philip Morris International Inc.
-0.21%
-$2,837.57 
SYK Stryker Corp.
-0.2%
-$4,572.4 
JGRO JPMorgan Active Growth ETF
-0.17%
-$4,185.31 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
-0.15%
-$335.35 
FIGB Fidelity Investment Grade Bond ETF
-0.14%
-$1,860.48 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$343.2 
GOOG Alphabet Inc
-0.12%
-$14,926.46 
AAPL Apple Inc.
-0.1%
-$33,231.33 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.09%
-$249 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$174 
CGMU Capital Group Municipal Income ETF
-0.02%
-$152.08 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.01%
-$4,349.13 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2614 | Longs Won 1723/2614 65% | Profit Factor 5.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $452,271 |
| Average Win $85,605.15 | Best Trade (Oct 23) $13.28M | Sharpe Ratio -10.43 |
| Average Loss -$31,386.82 | Worst Trade (Mar 30) -$2.55M | Z-Score 20.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $45,727.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 100,701 | $19.07M | $35.03M | - | $15.96M | 83.7% | -0.095% |
| ABBV AbbVie Inc. | 36,024 | $5.77M | $10.2M | - | $4.44M | 76.93% | -0.677% |
| ABT Abbott Laboratories | 45,798 | $5.99M | $4.66M | - | -$1.33M | -22.2% | -0.722% |
| ADM Archer-Daniels-Midland Company | 5,772 | $398,687.44 | $459,451.2 | - | $60,763.76 | 15.24% | -0.301% |
| ADP Automatic Data Processing Inc. | 13,947 | $3.44M | $4.26M | - | $818,874.15 | 23.79% | -0.783% |
| ADSK Autodesk Inc. | 9,615 | $2.09M | $2.4M | - | $313,737.55 | 15.03% | -2.028% |
| AMAT Applied Materials Inc. | 15,004 | $2.99M | $5.68M | - | $2.69M | 89.88% | +0.788% |
| AMD Advanced Micro Devices Inc. | 918 | $534,839.03 | $475,285.32 | - | -$59,553.71 | -11.13% | +1.931% |
| AMGN Amgen Inc. Common Stock | 2,145 | $552,358.01 | $944,057.4 | - | $391,699.39 | 70.91% | -1.601% |
| AMT American Tower Corporation | 22,439 | $5.73M | $4.31M | - | -$1.41M | -24.69% | +5.904% |
| AMZN Amazon.com Inc | 13,345 | $2.58M | $3.31M | - | $729,615.01 | 28.27% | -0.923% |
| ASML ASML Holding N.V. NY Registered Shares | 130 | $257,755.07 | $204,247.58 | - | -$53,507.49 | -20.76% | +0.679% |
| AVY Avery Dennison Corporation | 21,680 | $4.29M | $3.9M | - | -$392,542.11 | -9.14% | -2.556% |
| AXP American Express Company | 15,688 | $2.6M | $4.94M | - | $2.34M | 89.85% | -3.081% |
| BA The Boeing Company | 1,702 | $339,672.63 | $313,780.72 | - | -$25,891.91 | -7.62% | -1.701% |
| BCPC Balchem Corporation | 1,400 | $208,250 | $246,512 | - | $38,262 | 18.37% | +1.645% |
| BKH Black Hills Corporation | 4,292 | $300,071.21 | $338,724.64 | - | $38,653.43 | 12.88% | -0.492% |
| BMY Bristol-Myers Squibb Company | 12,327 | $737,274.68 | $758,480.31 | - | $21,205.63 | 2.88% | -2.333% |
| BNY Bank of New York Mellon Corp. | 6,194 | $502,558.52 | $892,121.82 | - | $389,563.3 | 77.52% | -0.888% |
| BRK-A Berkshire Hathaway Inc. | 2 | $901,324 | $1.64M | - | $735,423.12 | 81.59% | -0.259% |
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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 - $4.17M, ExxonMobil Holdings Corporation - $3.45M, AbbVie Inc - $2.03M, JPMorgan Mortgage-Backed Securities ETF - $1.72M, and Applied Materials Inc - $1.34M. 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 - $257,016.85, 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 $25.76M earned over time. The largest contributors to dividend income include JPMorgan Mortgage-Backed Securities ETF - $1.72M, Verizon Communications Inc - $1.28M, AbbVie Inc - $1.12M, Chevron Corporation - $877,225.21, and JPMorgan Chase & Co - $807,908.25. 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.
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