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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:
44.88%
Gain +0.51%
Monthly
1.74%
Yearly
23.03%
Drawdown
20.14%
$834.98M
Equity
Holdings
$834.98M
Investment
$659.37M
$183.72M
Profit +$2.44M
Realized
$8.11M
Unrealized
$175.62M
Dividends
$26.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$2.44M
Win %
66%
This Week
Compared To Last Week
Gain
0.06%
Profit
$514,606.7
Win %
66%
This Month
Compared to last month
Gain
0.68%
Profit
$5.61M
Win %
66%
This Year
Compared to last year
Gain
3.02%
Profit
$24.41M
Win %
71%
HONA Honeywell Aerospace Inc.
+4.58%
+$6,929.86 
MAR Marriott International Inc. - Class A
+4.49%
+$12,176.39 
HD The Home Depot, Inc.
+4.27%
+$9,356.62 
MA Mastercard Incorporated
+2.51%
+$20,169.49 
IBM International Business Machines Corporation
+2.44%
+$5,124.4 
XLV Health Care Select Sector SPDR Fund
+2.3%
+$22,168.26 
MCD McDonald's Corporation
+1.69%
+$4,106.57 
WMT Walmart Inc.
+1.64%
+$6,735.5 
ISCV iShares Morningstar Small-Cap Value ETF
+1.59%
+$10,201.87 
T AT&T Inc.
+1.52%
+$4,659.2 
MSFT Microsoft Corp.
+1.34%
+$72,775.5 
PFE Pfizer Inc.
+1.3%
+$6,890.54 
RSP Invesco S&P 500 Equal Weight ETF
+1.26%
+$44,084.44 
BBEU JPMorgan BetaBuilders Europe Fund
+1.25%
+$18,712.58 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.22%
+$2,849.6 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.22%
+$15,822.4 
IWM iShares Russell 2000 ETF
+1.22%
+$19,912.2 
DFAT Dimensional US Targeted Value ETF
+1.11%
+$245,798.6 
JQUA JPMorgan U.S. Quality Factor ETF
+1.05%
+$213,522.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.86%
+$84,865.15 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.81%
+$300,678.41 
DVY iShares Select Dividend ETF
+0.8%
+$1,861.25 
EFV iShares MSCI EAFE Value ETF
+0.78%
+$2,824.7 
EFG iShares MSCI EAFE Growth ETF
+0.76%
+$2,285.1 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.74%
+$4,828.64 
TRV The Travelers Companies, Inc.
+0.74%
+$3,208.65 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$10,296.03 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.66%
+$32,695.59 
DFLV Dimensional US Large Cap Value ETF
+0.66%
+$115,578.16 
DFIV Dimensional International Value ETF
+0.65%
+$35,193.54 
BAC Bank of America Corporation
+0.64%
+$2,039.73 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$1,855.76 
MBB iShares MBS ETF
+0.6%
+$1,179.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$110,270.7 
JEPI JPMorgan Equity Premium Income Fund
+0.55%
+$1,717.69 
HIG The Hartford Insurance Group, Inc.
+0.55%
+$1,489.91 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
+0.55%
+$104,307.1 
JBND JPMorgan Active Bond ETF
+0.53%
+$8,097.03 
JCPB JPMorgan Core Plus Bond ETF
+0.52%
+$161,402.7 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$4,536.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$5,303.85 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.48%
+$13,665.68 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.47%
+$1,017.94 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.47%
+$13,313.52 
AMZN Amazon.com Inc
+0.43%
+$7,360.77 
IEI iShares 3-7 Year Treasury Bond ETF
+0.38%
+$1,597.82 
DFUS Dimensional U.S. Equity Market ETF
+0.36%
+$2,582.13 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.35%
+$2,541.63 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$2,047.52 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.31%
+$226,116.36 
DNP DNP Select Income Fund Inc.
+0.3%
+$496.5 
PG Procter & Gamble Co
+0.29%
+$3,030.75 
IVV iShares Core S&P 500 ETF
+0.28%
+$2,389.3 
DFIS Dimensional International Small Cap ETF
+0.25%
+$27,146.97 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$1,540.91 
KO The Coca-Cola Company
+0.23%
+$860.78 
GBF iShares Government/Credit Bond ETF
+0.22%
+$6,235.24 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$2,329.28 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.21%
+$597.6 
IXUS iShares Core International Stock ETF
+0.21%
+$6,369.18 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.21%
+$1,174.53 
JPIE JPMorgan Income ETF
+0.2%
+$11,880.54 
OEF iShares S&P 100 ETF
+0.19%
+$491.29 
VOYA Voya Financial Inc.
+0.18%
+$693,168.54 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$359.46 
JAJL Innovator EDP ETF - 6M January/July
+0.14%
+$846.73 
HDV iShares Core High Dividend ETF
+0.14%
+$372.4 
BINC iShares Flexible Income Active ETF
+0.13%
+$276.25 
SHY iShares 1-3 Year Treasury Bond ETF
+0.12%
+$519.32 
IWY iShares Russell Top 200 Growth ETF
+0.11%
+$4,475.2 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$1,606.68 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$1,095.64 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.06%
+$203.08 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.05%
+$14,972.1 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$8,930.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.03%
+$117.3 
PDP Invesco Dorsey Wright Momentum ETF
+0.03%
+$378.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$52.46 
ZJAN Innovator Defined Wealth Shield ETF
0%
+$1.95 
HONIV Honeywell International Inc.
0%
$0 ZJUL
ZJUL
0%
$0 APOC
APOC
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 
AMAT Applied Materials, Inc.
-3.12%
-$3,910.11 
PM Philip Morris International Inc.
-2.72%
-$10,120.02 
INTC Intel Corporation
-2.23%
-$3,407.64 
NN NextNav Inc.
-1.68%
-$27,638.82 
NVDA NVIDIA Corporation
-1.62%
-$13,150.17 
CAT Caterpillar Inc.
-1.55%
-$3,801.38 
MTUM iShares MSCI USA Momentum Factor ETF
-1.2%
-$2,777.94 
TSLA Tesla, Inc.
-1.2%
-$4,003.68 
ES Eversource Energy
-0.87%
-$3,292.08 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.8%
-$235,311.36 
IEMG iShares Core MSCI Emerging Markets ETF
-0.8%
-$7,495 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.78%
-$2,050.66 
MRK Merck & Co., Inc.
-0.44%
-$1,708.89 
META Meta Platforms Inc Class A
-0.34%
-$1,409.33 
IYW iShares U.S. Technology ETF
-0.28%
-$893.05 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.25%
-$10,868.28 
AAPL Apple Inc.
-0.16%
-$18,284.23 
ELV Elevance Health, Inc.
-0.11%
-$499.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.09%
-$1,046.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.04%
-$198.85 
JPM JPMorgan Chase & Co.
-0.02%
-$103.92 
JNJ Johnson & Johnson
-0.02%
-$52.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 580 | Longs Won 422/580 72% | Profit Factor 26.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.63M |
| Average Win $452,225.78 | Best Trade (Oct 15) $109.97M | Sharpe Ratio -11.68 |
| Average Loss -$45,089.69 | Worst Trade (Jun 29) -$1.61M | Z-Score 6.14 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $316,766.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.41% | 7.48% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,651 | $7.57M | $11.18M | - | $3.61M | 47.76% | -0.163% |
| AGG iShares Core U.S. Aggregate Bond ETF | 204,205 | $19.98M | $19.47M | - | -$511,606.83 | -2.56% | +0.57% |
| AMAT Applied Materials, Inc. | 281 | $203,163 | $121,592.91 | - | -$81,570.09 | -40.15% | -3.116% |
| AMZN Amazon.com Inc | 6,753 | $1.44M | $1.72M | - | $280,235.26 | 19.42% | +0.429% |
| APOC APOC | 10,625 | $279,214 | $279,214 | - | - | - | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 402 | $278,526.89 | $664,840.91 | - | $386,314.02 | 138.7% | +0.232% |
| BAC Bank of America Corporation | 6,181 | $272,262.38 | $319,681.32 | - | $47,418.94 | 17.42% | +0.642% |
| BALT Inn Defined Wealth Shield Mutual Fund | 31,304 | $1.05M | $1.1M | - | $48,878.12 | 4.66% | +0.1% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 64,944 | $2.95M | $2.87M | - | -$76,921.87 | -2.61% | +0.466% |
| BBEU JPMorgan BetaBuilders Europe Fund | 19,907 | $1.12M | $1.51M | - | $390,820.37 | 34.91% | +1.255% |
| BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 200,552 | $19.54M | $18.98M | - | -$553,127.78 | -2.83% | +0.552% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 64,109 | $4.46M | $4.98M | - | $518,773.14 | 11.64% | +0.661% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 525,852 | $57.07M | $73.23M | - | $16.16M | 28.32% | +0.31% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,623 | $240,660.45 | $240,096.3 | - | -$564.15 | -0.23% | +0.022% |
| BINC iShares Flexible Income Active ETF | 4,250 | $222,445 | $215,453.75 | - | -$6,991.25 | -3.14% | +0.128% |
| BRK-B Berkshire Hathaway Inc. | 2,008 | $945,966.44 | $1.06M | - | $113,273.64 | 11.97% | +0.22% |
| CAT Caterpillar Inc. | 327 | $235,230.99 | $241,115.08 | - | $5,884.09 | 2.5% | -1.552% |
| DFAT Dimensional US Targeted Value ETF | 329,931 | $18.31M | $22.41M | - | $4.1M | 22.42% | +1.109% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 10,154 | $276,163.9 | $371,636.4 | - | $95,472.5 | 34.57% | +0.055% |
| DFIS Dimensional International Small Cap ETF | 301,633 | $7.75M | $10.81M | - | $3.06M | 39.51% | +0.252% |
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FAQ
Which stocks have generated the highest profits for Scott Solod?
The largest contributions to the portfolio's profits come from the following stocks: Voya Financial Inc - $11.26M, JPMorgan BetaBuilders International Equity Fund - $9.1M, JPMorgan Core Plus Bond ETF - $2.28M, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $1.83M, and JPMorgan Betabuilders U.S. Equity Fund - $1.31M. 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: F&G Annuities & Life Inc - $1.5M, iShares Micro-Cap ETF - $214,546.76, Vanguard Russell 1000 Growth Fund - $73,672.29, SPDR S&P 600 Small Cap Value ETF - $70,153.7, and Main Street Capital Corporation - $43,451.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Solod's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.08M earned over time. The largest contributors to dividend income include Voya Financial Inc - $11.26M, JPMorgan Core Plus Bond ETF - $2.28M, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $1.83M, JPMorgan BetaBuilders International Equity Fund - $1.62M, and iShares Core U.S. Aggregate Bond ETF - $1.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Solod's monthly returns?
Scott Solod'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 Scott Solod's strategy be considered aggressive or moderate?
Scott Solod'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 Scott Solod's strategy?
Scott Solod'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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