KB
Kyle Bubeck Portfolio
Invests via TrueMark Investments LLC | Managed by Jeffrey Feldman
Invests via TrueMark Investments LLC
Managed by Jeffrey Feldman
Automatically Tracked
Kyle Bubeck Profile
Kyle Bubeck is a seasoned entrepreneur with a strong track record in the technology sector. His career highlights include founding multiple successful startups that focus on innovative software solutions aimed at enhancing business efficiency. With a keen understanding of market trends and client needs, he has been instrumental in driving growth and attracting investment in competitive environments. Leveraging his deep expertise in tech commercialization, Kyle continues to influence the landscape of entrepreneurship by mentoring emerging leaders and participating actively in startup accelerators. His commitment to fostering innovation within the industry makes him a notable figure among investors seeking transformative opportunities.
Kyle Bubeck is a seasoned entrepreneur with a strong track record in the technology sector. His career highlights include founding multiple successful startups that focus on innovative software solutions aimed at enhancing business efficiency. With a keen understanding of market trends and client needs, he has been instrumental in driving growth and attracting investment in competitive environments. Leveraging his deep expertise in tech commercialization, Kyle continues to influence the landscape of entrepreneurship by mentoring emerging leaders and participating actively in startup accelerators. His commitment to fostering innovation within the industry makes him a notable figure among investors seeking transformative opportunities.
Investment Philosophy & Strategy
Innovation drives the approach to investment for Kyle Bubeck, who thrives at the intersection of technology and entrepreneurship. His entrepreneurial journey is marked by founding successful software startups, focusing on solving pressing business challenges through novel solutions. Aiming to capitalize on evolving market dynamics, he seeks opportunities that not only promise strong growth but also possess transformative potential within their sectors. By mentoring budding entrepreneurs and engaging with startup accelerators, he aims to foster a vibrant ecosystem where innovative ideas can flourish.
Innovation drives the approach to investment for Kyle Bubeck, who thrives at the intersection of technology and entrepreneurship. His entrepreneurial journey is marked by founding successful software startups, focusing on solving pressing business challenges through novel solutions. Aiming to capitalize on evolving market dynamics, he seeks opportunities that not only promise strong growth but also possess transformative potential within their sectors. By mentoring budding entrepreneurs and engaging with startup accelerators, he aims to foster a vibrant ecosystem where innovative ideas can flourish.
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:
20.07%
Gain +0.55%
Monthly
0.62%
Yearly
7.74%
Drawdown
13.36%
$550.75M
Equity
Holdings
$550.75M
Investment
$482.86M
$93.25M
Profit +$3.18M
Realized
$25.36M
Unrealized
$67.89M
Dividends
$33.66M
Goals
Avg. 12% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$3.18M
Win %
72%
This Week
Compared To Last Week
Gain
0.57%
Profit
$3.11M
Win %
72%
This Month
Compared to last month
Gain
1.06%
Profit
$5.78M
Win %
72%
This Year
Compared to last year
Gain
-15.21%
Profit
-$72.66M
Win %
75%
SPEGR Silver Pegasus Acquisition Corp. Right
+11.61%
+$260.03 
AMD Advanced Micro Devices, Inc.
+7.41%
+$260,879.56 
MDB MongoDB Inc.
+5.07%
+$107,207.64 
VICR Vicor Corporation
+4.04%
+$55,347.08 
HCACR Hall Chadwick Acquisition Corp. Right
+3.45%
+$142.68 
GPAT GP-Act III Acquisition Corp.
+3.41%
+$5,926.29 
MPWR Monolithic Power Systems, Inc.
+3.29%
+$31,753.67 
NET Cloudflare Inc.
+3.19%
+$140,418.37 
ARES Ares Management Corporation
+3.11%
+$7,797.61 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.99%
+$177,604.97 
AFJKR Aimei Health Technology Co., Ltd.
+2.56%
+$86.35 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
+2.42%
+$37,234.56 
GOOG Alphabet Inc
+2.33%
+$37,085.16 
AVGO Broadcom Inc.
+2.28%
+$19,545.24 
NVDA NVIDIA Corporation
+2%
+$76,329.7 
AEF abrdn Emerging Markets Equity Income Fund, Inc.
+1.97%
+$15,768.48 
GS The Goldman Sachs Group, Inc.
+1.77%
+$87,023.68 
ARM Arm Holdings plc American Depositary Receipt
+1.76%
+$50,867.16 
PXH Invesco FTSE RAFI Emerging Markets ETF
+1.76%
+$29,873.76 
USA Liberty All Star Equity Fund
+1.66%
+$11,910.72 
BSTZ BlackRock Science and Technology Term Trust
+1.53%
+$28,130.31 
XCBEU X3 Acquisition Corp. Ltd.
+1.5%
+$1,500 
HHH Howard Hughes Holdings Inc.
+1.48%
+$14,061.96 
CSQ Calamos Strategic Total Return Fund
+1.47%
+$9,824.68 
UBS UBS Group AG
+1.43%
+$41,155.8 
AUGZ TrueShares Structured Outcome August ETF
+1.42%
+$141,598.22 
ASG Liberty All-Star Growth Fund, Inc.
+1.42%
+$1,071.9 
OCTZ Trueshares Structured Outcome ETF October
+1.41%
+$175,373.44 
SEPZ TrueShares Structured Outcome September ETF
+1.4%
+$144,540.04 
GLQ Clough Global Equity Fund
+1.37%
+$23,343.39 
CGBD Carlyle Secured Lending, Inc.
+1.37%
+$4,932.45 
JULZ TrueShares Structured Outcome July Fund
+1.35%
+$123,128.99 
FSCO FS Credit Opportunities Corp.
+1.35%
+$5,914.81 
RVT Royce Small-Cap Trust, Inc.
+1.34%
+$17,897.04 
DECZ TrueShares Structured Outcome December ETF
+1.33%
+$159,455.86 
SPE Special Opportunities Fund
+1.32%
+$2,901.23 
SDGR Schrödinger, Inc.
+1.31%
+$8,684.14 
JANZ TrueShares Structured Outcome January Fund
+1.3%
+$139,744.04 
MARZ TrueShares Structured Outcome March Fund
+1.29%
+$149,077.04 
BIPC Brookfield Infrastructure Partners L.P.
+1.26%
+$75,785.49 
FEBZ TrueShares Structured Outcome ETF
+1.25%
+$138,659.75 
APRZ TrueShares Structured Outcome (April) Fund
+1.24%
+$106,759.69 
PANW Palo Alto Networks, Inc.
+1.23%
+$17,475.85 
HD The Home Depot, Inc.
+1.22%
+$73,160 
MAYZ TSLXQ May Outcome ETF
+1.21%
+$100,087.78 
GLV Clough Global Dividend and Income Fund
+1.18%
+$4,881.75 
JUNZ TrueShares Structured Outcome June ETF
+1.18%
+$112,199.59 
VIV Telefonica Brasil S.A. ADR
+1.16%
+$41,453.97 
PFN PIMCO Income Strategy Fund II
+1.1%
+$3,620.1 
NOVZ TrueShares Structured Outcome November ETF
+1.08%
+$110,875.78 
RMT Royce Micro-Cap Trust, Inc.
+1.07%
+$15,987.74 
MSDL Morgan Stanley Direct Lending Corp.
+1%
+$4,027.68 
RIO Rio Tinto Plc Sponsored ADR
+0.94%
+$45,580.59 
DDOG Datadog, Inc. Class A Common Stock
+0.92%
+$18,944.38 
EIC Eagle Point Income Company Inc.
+0.89%
+$1,710.99 
SWZ Total Return Securities Fund
+0.84%
+$537.45 
GLO Clough Global Opportunities Fund
+0.76%
+$8,946.23 
UPS United Parcel Service, Inc.
+0.74%
+$79,948.8 
IBN ICICI Bank Limited Sponsored ADR
+0.74%
+$16,478.1 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.72%
+$10,001.35 
MGF MFS Government Markets Income Trust
+0.71%
+$1,212.36 
JD JD.com Inc.
+0.68%
+$15,699.65 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
+0.66%
+$1,262.58 
PEP PepsiCo, Inc.
+0.6%
+$37,679.4 
HSBC HSBC Holdings plc Sponsored ADR
+0.52%
+$20,138.4 
D Dominion Energy, Inc.
+0.51%
+$48,689.85 
CRWD CrowdStrike Holdings, Inc.
+0.48%
+$22,227.52 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.47%
+$7,492.78 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.45%
+$2,036.04 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.42%
+$2,637.3 
ZKP Lafayette Digital Acquisition Corp. I
+0.41%
+$607.5 
ASML ASML Holding N.V. New York Registry Shares
+0.39%
+$19,512.46 
BRW Saba Capital Income & Opportunities Fund
+0.3%
+$1,117.84 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
+0.27%
+$2,970.66 
SCII SC II Acquisition Corp.
+0.25%
+$369.5 
BINC iShares Flexible Income Active ETF
+0.24%
+$6,003.88 
PG Procter & Gamble Co
+0.23%
+$9,888.22 
AEP American Electric Power Company, Inc.
+0.2%
+$16,830.42 
SOCA Solarius Capital Acquisition Corp.
+0.2%
+$304.4 
ATO Atmos Energy Corporation
+0.18%
+$10,013.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$19,555.34 
RFAM RF Acquisition Corp III
+0.1%
+$500 
NPAC New Providence Acquisition Corp.
+0.1%
+$146 
HTFL HeartFlow, Inc.
+0.09%
+$806.55 
NEE NextEra Energy, Inc.
+0.07%
+$7,646.7 
UNH UnitedHealth Group Incorporated
+0.07%
+$4,993.66 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$917.05 
AEAQ Activate Energy Acquisition Corp.
0%
$0 
AMX
0%
$0 
APADR A Paradise Acquisition Corp. Right
0%
$0 
BHAVU BHAV Acquisition Corp Unit
0%
$0 
BIGZ Blackrock Innovation & Growth Trust
0%
$0 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
0%
$0 
BWIVU
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
ESHAR Esh Acquisition Corp.
0%
$0 
EVAC
0%
$0 
FMACU
0%
$0 
FSSL
0%
$0 
GIXXU GigCapital9 Corp.
0%
$0 
GRAF
0%
$0 
GRAFWS
0%
$0 
HCAC
0%
$0 
IGAC Invest Green Acquisition Corporation
0%
$0 
IGACR Invest Green Acquisition Corporation Rights
0%
$0 
KTWO
0%
$0 
LEGOU Legato Merger Corp.
0%
$0 
LEGTWS
0%
$0 
LEN
0%
$0 
MPLX MPLX LP
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
QBER
0%
$0 
QBUL
0%
$0 
SABA
0%
$0 
SNOW
0%
$0 
SUMAU Suma Acquisition Corp. Unit
0%
$0 
UAC United Acquisition Corp. I
0%
$0 
UCFIW UCFIW
0%
$0 
XFLH XFLH Capital Corporation
0%
$0 
KVACW Keen Vision Acquisition Corp. Warrant
-39.23%
-$81.91 
RDACR Rising Dragon Acquisition Corp.
-10.75%
-$86 
SCIIR SC II Acquisition Corp. Right
-8.74%
-$297.08 
VLO Valero Energy Corporation
-6.04%
-$564,486.04 
LEGT Legato Merger Corp III
-5.8%
-$10,495.68 
TTE TotalEnergies SE
-4.68%
-$228,820.68 
PBR Petrobras S.A. Sponsored ADR
-4.52%
-$276,058 
CVX Chevron Corporation
-3.62%
-$522,630.46 
MLAAU Mountain Lake Acquisition Corp. II Unit
-3.37%
-$4,025 
BP BP p.l.c. Sponsored ADR
-3.18%
-$113,134.32 
MO Altria Group, Inc.
-2.58%
-$141,393.48 
DVN Devon Energy Corporation
-2.54%
-$126,468.95 
NOK Nokia Corporation Sponsored ADR
-2.54%
-$147,851.25 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-2.24%
-$19,206.49 
ABBV AbbVie Inc.
-2.22%
-$162,967.42 
GH Guardant Health Inc.
-1.92%
-$16,687.88 
HSY The Hershey Company
-1.91%
-$147,939.98 
KMI Kinder Morgan, Inc.
-1.72%
-$101,963.4 
JRS Nuveen Real Estate Income Fund
-1.7%
-$2,159.88 
JNJ Johnson & Johnson
-1.51%
-$160,667 
ENB Enbridge Inc.
-1.28%
-$99,618.62 
OCSL Oaktree Specialty Lending Corporation
-1.18%
-$4,154.37 
VZ Verizon Communications Inc.
-0.97%
-$133,588.45 
IOT Samsara Inc. Class A Common Stock
-0.85%
-$12,746.34 
BMEZ BlackRock Health Sciences Trust II
-0.82%
-$7,091.68 
CI The Cigna Group
-0.6%
-$46,301.93 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.52%
-$6,115.32 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.47%
-$967.38 
NVS Novartis AG Sponsored ADR
-0.46%
-$7,822.5 
BIT BlackRock Multi-Sector Income Trust
-0.44%
-$1,274.57 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.42%
-$14,822.12 
GSK GSK plc Sponsored ADR
-0.4%
-$24,217.62 
PM Philip Morris International Inc.
-0.37%
-$57,821.08 
FSK FS KKR Capital Corp.
-0.32%
-$1,609.96 
AIG American International Group Inc.
-0.3%
-$20,104.99 
BTI British American Tobacco p.l.c. ADR
-0.29%
-$40,463.28 
GPCR Structure Therapeutics Inc.
-0.27%
-$3,953.36 
LLY Eli Lilly and Company
-0.26%
-$4,253.62 
ITHA ITHAX Acquisition Corp III
-0.25%
-$623.55 
CME CME Group Inc.
-0.24%
-$21,852.6 
UL Unilever PLC Sponsored American Depositary Receipt
-0.19%
-$4,631.88 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.15%
-$623.89 
LKSP Lake Superior Acquisition Corp.
-0.1%
-$362 
OTF Blue Owl Technology Finance Corp.
-0.09%
-$397.13 
DRDB Roman DBDR Acquisition Corp
-0.05%
-$150 
PSBD Palmer Square Capital BDC Inc.
-0.05%
-$96.14 
BSL Blackstone Senior Floating Rate Fund
-0.04%
-$389.55 
SSAC SPACSphere Acquisition Corp.
0%
-$5.2 Events
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Dividends
Dividend Analysis
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| Trades 1592 | Longs Won 757/1592 47% | Profit Factor 3.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,785.78 |
| Average Win $181,864.5 | Best Trade (Jun 15) $2.91M | Sharpe Ratio -7.53 |
| Average Loss -$53,196.39 | Worst Trade (Mar 30) -$1.65M | Z-Score -9.88 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 6d | Expectancy $58,575.65 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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Returns
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