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Scott Solod Portfolio
Invests via Kelly Financial Group LLC | Managed by Scott Solod
Invests via Kelly Financial Group LLC
Managed by Scott Solod
Automatically Tracked
Scott Solod Profile
Scott Solod is a seasoned entrepreneur and operating executive with extensive experience in launching and scaling innovative business ventures. With a proven track record of developing strategies that drive market expansion, he has established significant presence across various sectors including technology and consumer products. His deep understanding of operational efficiencies enables companies to optimize performance while navigating complex competitive landscapes. As a leader committed to transformative growth, his approach centers on fostering collaboration among cross-functional teams to achieve sustainable results. Solod’s insights into market dynamics not only enhance brand visibility but also elevate investor confidence within the capital markets.
Scott Solod is a seasoned entrepreneur and operating executive with extensive experience in launching and scaling innovative business ventures. With a proven track record of developing strategies that drive market expansion, he has established significant presence across various sectors including technology and consumer products. His deep understanding of operational efficiencies enables companies to optimize performance while navigating complex competitive landscapes. As a leader committed to transformative growth, his approach centers on fostering collaboration among cross-functional teams to achieve sustainable results. Solod’s insights into market dynamics not only enhance brand visibility but also elevate investor confidence within the capital markets.
Investment Philosophy & Strategy
Opportunities within dynamic sectors inform Scott Solod's investment mindset. His entrepreneurial journey equips him with a unique perspective on identifying scalable innovations that meet consumer demand. Focused on harnessing operational synergies, he pursues ventures positioned for transformative growth and competitive advantages. With an eye on fostering partnerships, his strategies leverage collaboration to amplify market presence and profitability. Insights gained from varied industries underpin informed decision-making processes, aimed at enhancing long-term value creation for stakeholders.
Opportunities within dynamic sectors inform Scott Solod's investment mindset. His entrepreneurial journey equips him with a unique perspective on identifying scalable innovations that meet consumer demand. Focused on harnessing operational synergies, he pursues ventures positioned for transformative growth and competitive advantages. With an eye on fostering partnerships, his strategies leverage collaboration to amplify market presence and profitability. Insights gained from varied industries underpin informed decision-making processes, aimed at enhancing long-term value creation for stakeholders.
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:
3.18%
Gain
Monthly
0.17%
Yearly
2.05%
Drawdown
29.75%
$836.07M
Equity
Holdings
$836.07M
Investment
$646.37M
$199.04M
Profit -$5.57M
Realized
$9.33M
Unrealized
$189.71M
Dividends
$22.73M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$5.57M
Win %
70%
This Week
Compared To Last Week
Gain
4.75%
Profit
$37.87M
Win %
70%
This Month
Compared to last month
Gain
4.98%
Profit
$39.63M
Win %
70%
This Year
Compared to last year
Gain
23.97%
Profit
$161.68M
Win %
72%
TRV The Travelers Companies, Inc.
+8.09%
+$26,113.14 
XOM Exxon Mobil Corporation
+1.22%
+$5,719.14 
JNJ Johnson & Johnson
+1.17%
+$3,832.44 
PM Philip Morris International Inc.
+0.94%
+$3,243.48 
CAT Caterpillar Inc.
+0.66%
+$1,835.43 
TLH iShares 10-20 Year Treasury Bond ETF
+0.34%
+$743.03 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$367.29 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.14%
+$3,915.45 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
+0.14%
+$24,937.01 
GBF iShares Government/Credit Bond ETF
+0.12%
+$3,143.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$22,934.04 
JBND JPMorgan Active Bond ETF
+0.12%
+$464.43 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$1,094.5 
MBB iShares MBS ETF
+0.11%
+$226.59 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.11%
+$3,376.75 
AAPL Apple Inc.
+0.1%
+$10,245.86 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.08%
+$22,622.16 
JCPB JPMorgan Core Plus Bond ETF
+0.07%
+$22,867.04 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$332.69 
ZJAN Innovator Defined Wealth Shield ETF
+0.07%
+$390.44 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$253.88 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$65.58 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.03%
+$174.8 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$118.15 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$81.22 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$37.71 
ZFEB
0%
$0 
ZJUL
0%
$0 
KO The Coca-Cola Company
-4.03%
-$13,963.86 
IBM International Business Machines Corporation
-3.56%
-$7,011 
META Meta Platforms Inc Class A
-2.76%
-$8,981.7 
TSLA Tesla, Inc.
-2.66%
-$5,995.03 
HD The Home Depot, Inc.
-2.38%
-$5,709.76 
MCD McDonald's Corporation
-2.19%
-$6,024.98 
NVDA NVIDIA Corporation
-2.13%
-$16,224.39 
MAR Marriott International Inc. - Class A
-1.96%
-$5,408.7 
MA Mastercard Incorporated
-1.82%
-$13,336.36 
MSFT Microsoft Corp.
-1.72%
-$69,536.16 
IWY iShares Russell Top 200 Growth ETF
-1.52%
-$61,369.78 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$345,597.68 
ASML ASML Holding N.V. New York Registry Shares
-1.46%
-$10,466.09 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.43%
-$3,775.94 
IYW iShares U.S. Technology ETF
-1.38%
-$4,194.2 
IEMG iShares Core MSCI Emerging Markets ETF
-1.37%
-$13,092.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.36%
-$7,382.38 
QUAL iShares MSCI USA Quality Factor ETF
-1.36%
-$14,130 
PG Procter & Gamble Co
-1.23%
-$12,429.95 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.2%
-$14,101 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.2%
-$17,105.88 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.18%
-$341,095.22 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-1.16%
-$781,531.87 
OEF iShares S&P 100 ETF
-1.13%
-$2,721.17 
DFAT Dimensional US Targeted Value ETF
-1.03%
-$240,632.39 
IVV iShares Core S&P 500 ETF
-1.02%
-$8,194.55 
SPY SPDR S&P 500 ETF Trust
-1%
-$6,062.17 
AMZN Amazon.com Inc
-0.99%
-$16,003.4 
DFUS Dimensional U.S. Equity Market ETF
-0.99%
-$6,910.39 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.94%
-$3,463.92 
DFIS Dimensional International Small Cap ETF
-0.9%
-$91,612.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.88%
-$32,337.9 
IXUS iShares Core International Stock ETF
-0.87%
-$26,513.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.84%
-$1,996.8 
EFG iShares MSCI EAFE Growth ETF
-0.82%
-$2,497.77 
JEPI JPMorgan Equity Premium Income Fund
-0.82%
-$2,139.47 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.77%
-$39,556.71 
ELV Elevance Health, Inc.
-0.77%
-$2,984.79 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.75%
-$33,174.33 
JQUA JPMorgan U.S. Quality Factor ETF
-0.73%
-$143,287.09 
IWM iShares Russell 2000 ETF
-0.73%
-$13,381.77 
T AT&T Inc.
-0.7%
-$2,097.77 
VOYA Voya Financial Inc.
-0.7%
-$2.85M 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.69%
-$5,168.67 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$2,657.7 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.66%
-$270,585.96 
ES Eversource Energy
-0.57%
-$2,423.91 
USMV iShares MSCI USA Min Vol Factor ETF
-0.57%
-$50,620.35 
DVY iShares Select Dividend ETF
-0.55%
-$1,377.9 
BAC Bank of America Corporation
-0.55%
-$2,126.02 
SCHV Schwab U.S. Large-Cap Value ETF
-0.54%
-$8,376.8 
ISCV iShares Morningstar Small-Cap Value ETF
-0.49%
-$3,354.55 
HDV iShares Core High Dividend ETF
-0.48%
-$1,256.85 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$4,520.32 
PDP Invesco Dorsey Wright Momentum ETF
-0.43%
-$6,436.49 
XLV Health Care Select Sector SPDR Fund
-0.43%
-$3,913.7 
HON Honeywell International Inc.
-0.39%
-$860.18 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$1,140.72 
EFV iShares MSCI EAFE Value ETF
-0.36%
-$1,418.44 
WMT Walmart Inc.
-0.34%
-$1,345.11 
DFIV Dimensional International Value ETF
-0.33%
-$17,424.04 
JAJL Innovator EDP ETF - 6M January/July
-0.32%
-$1,857.72 
PFE Pfizer Inc.
-0.3%
-$1,347.67 
BALT Inn Defined Wealth Shield Mutual Fund
-0.27%
-$2,195.3 
BBEU JPMorgan BetaBuilders Europe Fund
-0.23%
-$3,825.36 
JPM JPMorgan Chase & Co.
-0.23%
-$1,031.75 
MRK Merck & Co., Inc.
-0.19%
-$638.23 
DFLV Dimensional US Large Cap Value ETF
-0.16%
-$27,431.04 
FG F&G Annuities & Life Inc.
-0.15%
-$5,292.5 
DNP DNP Select Income Fund Inc.
-0.14%
-$258.9 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$115.78 
JPIE JPMorgan Income ETF
-0.01%
-$716.11 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 359/484 74% | Profit Factor 77.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.88M |
| Average Win $561,662.02 | Best Trade (Jul 17) $128.35M | Sharpe Ratio -9.77 |
| Average Loss -$20,774.02 | Worst Trade (Jul 15) -$1.06M | Z-Score 7.38 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $411,239.48 |
| 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% | 0.08% | 1.19% | 12.36% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
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Returns
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