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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:
50.53%
Gain -0.88%
Monthly
2.06%
Yearly
27.78%
Drawdown
20.14%
$860.23M
Equity
Holdings
$860.23M
Investment
$659.37M
$208.96M
Profit -$5.26M
Realized
$8.1M
Unrealized
$200.86M
Dividends
$22.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$5.26M
Win %
67%
This Week
Compared To Last Week
Gain
0.97%
Profit
$8.28M
Win %
67%
This Month
Compared to last month
Gain
-0.61%
Profit
-$5.26M
Win %
67%
This Year
Compared to last year
Gain
6.13%
Profit
$49.64M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$243,648.17 
META Meta Platforms Inc Class A
+3.28%
+$10,006.87 
MSFT Microsoft Corp.
+3.02%
+$138,242.9 
NVDA NVIDIA Corporation
+2.93%
+$20,915.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,635.84 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,335.3 
AMAT Applied Materials, Inc.
+1.18%
+$1,657.91 
OEF iShares S&P 100 ETF
+0.95%
+$2,328.57 
IBM International Business Machines Corporation
+0.86%
+$1,757.18 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$32,585.22 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$2,146.49 
MCD McDonald's Corporation
+0.82%
+$2,241.81 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,108.45 
TSLA Tesla, Inc.
+0.76%
+$2,152.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$176,618.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,715.48 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$510,081.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,373.48 
CAT Caterpillar Inc.
+0.7%
+$1,854.09 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,740.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,611.52 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.56%
+$160,796.1 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,057.6 
IYW iShares U.S. Technology ETF
+0.46%
+$1,348.9 
PFE Pfizer Inc.
+0.4%
+$1,813.3 
PG Procter & Gamble Co
+0.37%
+$3,569.55 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,734.88 
BAC Bank of America Corporation
+0.36%
+$1,359.82 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,036.07 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$13,784.16 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$4,655.72 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$55,545.88 
MRK Merck & Co., Inc.
+0.32%
+$1,069.72 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$622.39 
JPM JPMorgan Chase & Co.
+0.27%
+$1,221.06 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$645.48 
JNJ Johnson & Johnson
+0.21%
+$693.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,844.85 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$1,878.24 
T AT&T Inc.
+0.17%
+$532.48 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$977.75 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$839.45 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,914 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$8,829.9 
WMT Walmart Inc.
+0.09%
+$354.51 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$16,216.92 
HDV iShares Core High Dividend ETF
+0.04%
+$93.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$78.69 
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 
AAPL Apple Inc.
-7.35%
-$800,602.52 
ES Eversource Energy
-3.05%
-$12,771 
NN NextNav Inc.
-2.31%
-$47,600.19 
DNP DNP Select Income Fund Inc.
-1.74%
-$3,144.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,020.86 
INTC Intel Corporation
-1.02%
-$1,447.08 
KO The Coca-Cola Company
-1.02%
-$3,687.3 
VOYA Voya Financial Inc.
-0.84%
-$3.43M 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,326.75 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,361.27 
MA Mastercard Incorporated
-0.74%
-$5,652.51 
MAR Marriott International Inc. - Class A
-0.71%
-$1,934.51 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$34,618.86 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$243,297.03 
PM Philip Morris International Inc.
-0.61%
-$2,138.14 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,382.53 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,558.85 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,974.99 
DFIS Dimensional International Small Cap ETF
-0.53%
-$57,310.27 
IWM iShares Russell 2000 ETF
-0.47%
-$8,387.2 
DFIV Dimensional International Value ETF
-0.47%
-$26,402.49 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$3,172.01 
DVY iShares Select Dividend ETF
-0.45%
-$1,072.05 
TRV The Travelers Companies, Inc.
-0.43%
-$1,871.24 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$6,768.38 
HD The Home Depot, Inc.
-0.42%
-$1,031.39 
MBB iShares MBS ETF
-0.4%
-$808.45 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$3,985.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$51,051.25 
GBF iShares Government/Credit Bond ETF
-0.24%
-$7,085.44 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$7,143.84 
JPUS JPMorgan Diversified Return U.S. Equity ETF
-0.24%
-$1,598.61 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$75,550.2 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,016.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$812.32 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
-0.21%
-$40,511.5 
JBND JPMorgan Active Bond ETF
-0.21%
-$3,298.79 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$5,941.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$457.59 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,109.16 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$338.32 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$36,292.41 
ELV Elevance Health, Inc.
-0.15%
-$582.39 
IXUS iShares Core International Stock ETF
-0.15%
-$4,456.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$594.4 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$674.76 
JPIE JPMorgan Income ETF
-0.09%
-$5,280.24 
BINC iShares Flexible Income Active ETF
-0.08%
-$170 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,071.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$179.28 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$11,977.68 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$223.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$51.89 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 425/580 73% | Profit Factor 45.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.48M |
| Average Win $502,791.13 | Best Trade (Aug 17) $134.86M | Sharpe Ratio -9.86 |
| Average Loss -$30,516.1 | Worst Trade (Jun 29) -$1.61M | Z-Score 5.03 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $360,269.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% | 1.01% | 11.41% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,651 | $7.57M | $10.09M | - | $2.52M | 33.31% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 204,205 | $19.98M | $19.88M | - | -$101,154.78 | -0.51% | -0.256% |
| AMAT Applied Materials, Inc. | 281 | $203,163 | $142,655.27 | - | -$60,507.73 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 6,753 | $1.44M | $1.83M | - | $391,051.92 | 27.1% | +15.321% |
| APOC APOC | 10,625 | $279,214 | $279,214 | - | - | - | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 402 | $278,526.89 | $654,858 | - | $376,331.11 | 135.11% | -1.359% |
| BAC Bank of America Corporation | 6,181 | $272,262.38 | $382,912.95 | - | $110,650.57 | 40.64% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 31,304 | $1.05M | $1.08M | - | $29,626.16 | 2.83% | +0.175% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 64,944 | $2.95M | $2.93M | - | -$13,926.19 | -0.47% | -0.243% |
| BBEU JPMorgan BetaBuilders Europe Fund | 19,907 | $1.12M | $1.58M | - | $456,115.33 | 40.74% | -0.428% |
| BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 200,552 | $19.54M | $19.4M | - | -$138,185.69 | -0.71% | -0.208% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 64,109 | $4.46M | $5.08M | - | $625,194.08 | 14.03% | -0.677% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 525,852 | $57.07M | $70.78M | - | $13.71M | 24.02% | +0.726% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,623 | $240,660.45 | $240,476.64 | - | -$183.81 | -0.08% | +0.033% |
| BINC iShares Flexible Income Active ETF | 4,250 | $222,445 | $220,957.5 | - | -$1,487.5 | -0.67% | -0.077% |
| BRK-B Berkshire Hathaway Inc. | 2,008 | $945,966.44 | $1.03M | - | $81,205.88 | 8.58% | +0.365% |
| CAT Caterpillar Inc. | 327 | $235,230.99 | $266,442.87 | - | $31,211.88 | 13.27% | +0.701% |
| DFAT Dimensional US Targeted Value ETF | 329,931 | $18.31M | $23.34M | - | $5.03M | 27.47% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 10,154 | $276,163.9 | $370,722.54 | - | $94,558.64 | 34.24% | -0.219% |
| DFIS Dimensional International Small Cap ETF | 301,633 | $7.75M | $10.82M | - | $3.07M | 39.62% | -0.527% |
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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 - $9.34M, JPMorgan BetaBuilders International Equity Fund - $9.08M, JPMorgan Core Plus Bond ETF - $2.15M, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $1.73M, and iShares Core U.S. Aggregate Bond ETF - $1.21M. 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, SPDR S&P 600 Small Cap Value ETF - $76,895.32, Vanguard Russell 1000 Growth Fund - $73,672.29, 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 $22.93M earned over time. The largest contributors to dividend income include Voya Financial Inc - $9.34M, JPMorgan Core Plus Bond ETF - $2.15M, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $1.73M, JPMorgan BetaBuilders International Equity Fund - $1.6M, and iShares Core U.S. Aggregate Bond ETF - $1.17M. 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.
