RMK
Richard M. Kizik Portfolio
Invests via Inc.OME RESEARCH & MANAGEMENT | Managed by Richard M. Kizik
Invests via Inc.OME RESEARCH & MANAGEMENT
Managed by Richard M. Kizik
Automatically Tracked
Richard M. Kizik Profile
With a robust background in corporate governance and strategic oversight, Richard M. Kizik has built an impressive career as an operating executive across various industries. He currently holds significant roles that showcase his leadership capabilities and deep understanding of market dynamics. Leveraging years of experience in guiding companies through complex transformations, he brings valuable insights into enhancing operational efficiencies while maximizing growth potential. Kizik's involvement at the board level reflects his commitment to fostering sustainable business practices and driving innovation within the organizations he supports.
With a robust background in corporate governance and strategic oversight, Richard M. Kizik has built an impressive career as an operating executive across various industries. He currently holds significant roles that showcase his leadership capabilities and deep understanding of market dynamics. Leveraging years of experience in guiding companies through complex transformations, he brings valuable insights into enhancing operational efficiencies while maximizing growth potential. Kizik's involvement at the board level reflects his commitment to fostering sustainable business practices and driving innovation within the organizations he supports.
Investment Philosophy & Strategy
Through a lens of operational focus, Richard M. Kizik demonstrates a distinctive approach to investment decisions shaped by extensive experience in corporate governance. His strategic insight into market dynamics informs a preference for identifying undervalued opportunities poised for transformation and growth. With an aptitude for navigating complex business environments, he favors investments that emphasize sustainable practices while ensuring competitive differentiation. By leveraging his leadership acumen, there is a clear orientation towards fostering innovation within organizations to unlock their full potential and drive long-term value creation.
Through a lens of operational focus, Richard M. Kizik demonstrates a distinctive approach to investment decisions shaped by extensive experience in corporate governance. His strategic insight into market dynamics informs a preference for identifying undervalued opportunities poised for transformation and growth. With an aptitude for navigating complex business environments, he favors investments that emphasize sustainable practices while ensuring competitive differentiation. By leveraging his leadership acumen, there is a clear orientation towards fostering innovation within organizations to unlock their full potential and drive long-term value creation.
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:
4.51%
Gain +0.5%
Monthly
0.07%
Yearly
0.84%
Drawdown
2.83%
$197.4M
Equity
Holdings
$197.4M
Investment
$161.83M
$35.57M
Profit +$983,196.56
Realized
-$0
Unrealized
$35.57M
Dividends
$7.73M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.5%
Profit
$983,196.56
Win %
72%
This Week
Compared To Last Week
Gain
0.79%
Profit
$1.55M
Win %
72%
This Month
Compared to last month
Gain
1%
Profit
$1.95M
Win %
72%
This Year
Compared to last year
Gain
0.82%
Profit
$1.6M
Win %
72%
MRSH Marsh & McLennan Companies, Inc.
+6.47%
+$582,770 
MAT Mattel Inc.
+3.81%
+$5,811.52 
WM Waste Management, Inc.
+3.03%
+$130,600 
TMO Thermo Fisher Scientific Inc.
+2.29%
+$169,894.89 
MRK Merck & Co., Inc.
+1.96%
+$27,258.48 
NOC Northrop Grumman Corporation
+1.31%
+$91,960.56 
BRK-A Berkshire Hathaway Inc.
+0.65%
+$35,674.17 
TY Tri-Continental Corporation
+0.38%
+$728.78 
RAD Rite Aid Corporation
0%
$0 
ETM Entercom Communications Corp
0%
$0 CD
CD
0%
$0 TYC
TYC
0%
$0 MOT
MOT
0%
$0 0018
00184A105
0%
$0 WB
WB
0%
$0 SLR
SLR
0%
$0 5850
585055AB2
0%
$0 4923
492386AP2
0%
$0 8341
834182AK3
0%
$0 9021
902124AA4
0%
$0 0326
032654AD7
0%
$0 9021
902124AC0
0%
$0 5901
590188A65
0%
$0 5850
585055AA4
0%
$0 GBM
GBM
0%
$0 2856
285661AB0
0%
$0 TPK
TPK
0%
$0 MZ
MZ
0%
$0 0226
02261WAB5
0%
$0 2527
25271CAE2
0%
$0 4282
428236AC7
0%
$0 3546
354613AC5
0%
$0 5249
524901AG0
0%
$0 2223
222372AE4
0%
$0 4282
428236AA1
0%
$0 3546
354613AA9
0%
$0 8835
883556AH5
0%
$0 3199
319963AD6
0%
$0 2527
25271CAD4
0%
$0 4041
404132AA0
0%
$0 2223
222372AD6
0%
$0 8835
883556AJ1
0%
$0 9234
92344GAP1
0%
$0 Q
Q
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 48 | Longs Won 9/48 18% | Profit Factor 50.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.96M |
| Average Win $4.03M | Best Trade (Oct 15) $7.35M | Sharpe Ratio -316.08 |
| Average Loss -$18,468.11 | Worst Trade (Oct 15) -$573,450 | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 23y 9m 3w 3d | Expectancy $741,038.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0018 00184A105 | 17,500 | $228,000 | $228,000 | - | - | - | 0.0 |
| 0226 02261WAB5 | 7,360 | $5.76M | $5.76M | - | - | - | 0.0 |
| 0326 032654AD7 | 2,750 | $2.78M | $2.78M | - | - | - | 0.0 |
| 2223 222372AD6 | 13,750 | $11.17M | $11.17M | - | - | - | 0.0 |
| 2223 222372AE4 | 1,675 | $1.36M | $1.36M | - | - | - | 0.0 |
| 2527 25271CAD4 | 2,000 | $1.84M | $1.84M | - | - | - | 0.0 |
| 2527 25271CAE2 | 1,800 | $1.65M | $1.65M | - | - | - | 0.0 |
| 2856 285661AB0 | 34,200 | $26M | $26M | - | - | - | 0.0 |
| 3199 319963AD6 | 4,000 | $4.55M | $4.55M | - | - | - | 0.0 |
| 3546 354613AA9 | 9,500 | $5.61M | $5.61M | - | - | - | 0.0 |
| 3546 354613AC5 | 4,750 | $2.81M | $2.81M | - | - | - | 0.0 |
| 4041 404132AA0 | 2,500 | $2.69M | $2.69M | - | - | - | 0.0 |
| 4282 428236AA1 | 1,675 | $775,000 | $775,000 | - | - | - | 0.0 |
| 4282 428236AC7 | 5,385 | $2.49M | $2.49M | - | - | - | 0.0 |
| 4923 492386AP2 | 630 | $698,000 | $698,000 | - | - | - | 0.0 |
| 5249 524901AG0 | 400 | $204,000 | $204,000 | - | - | - | 0.0 |
| 5850 585055AA4 | 8,000 | $8.44M | $8.44M | - | - | - | 0.0 |
| 5850 585055AB2 | 1,500 | $1.58M | $1.58M | - | - | - | 0.0 |
| 5901 590188A65 | 76,120 | $40.41M | $40.41M | - | - | - | 0.0 |
| 8341 834182AK3 | 1,467 | $904,000 | $904,000 | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Richard M. Kizik?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $2.48M, Marsh & McLennan Companies, Inc - $1.87M, Northrop Grumman Corporation - $1.24M, Waste Management, Inc - $808,900, and Merck & Co., Inc - $427,086.27. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Richard M. Kizik's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.73M earned over time. The largest contributors to dividend income include Citigroup Inc - $2.48M, Marsh & McLennan Companies, Inc - $1.87M, Northrop Grumman Corporation - $1.24M, Waste Management, Inc - $808,900, and Merck & Co., Inc - $427,086.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard M. Kizik's monthly returns?
Richard M. Kizik's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Richard M. Kizik's strategy be considered aggressive or moderate?
Richard M. Kizik's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Richard M. Kizik's strategy?
Richard M. Kizik's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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