Kenneth Bellavance Portfolio
Invests via Investment Planning Advisors, Inc. | Managed by Kenneth Bellavance
Invests via Investment Planning Advisors, Inc.
Managed by Kenneth Bellavance
Automatically Tracked
Kenneth Bellavance Profile
Veteran private-market investor and operating executive focused on distressed credit, special situations and corporate restructuring. Kenneth Bellavance brings experience across private equity, credit strategies and corporate operations, advising board-level restructurings and portfolio company turnarounds. Known for sourcing complex credits, driving operational improvement and structuring flexible capital solutions. Market-facing profile suited to credit funds, opportunistic investors and restructuring advisors.
Veteran private-market investor and operating executive focused on distressed credit, special situations and corporate restructuring. Kenneth Bellavance brings experience across private equity, credit strategies and corporate operations, advising board-level restructurings and portfolio company turnarounds. Known for sourcing complex credits, driving operational improvement and structuring flexible capital solutions. Market-facing profile suited to credit funds, opportunistic investors and restructuring advisors.
Investment Philosophy & Strategy
Focuses on distressed credit and special-situation opportunities where operational intervention and capital structuring create asymmetric returns. Combines deep credit underwriting with board-level operational playbooks to execute restructurings, work-outs and turnarounds across stressed corporates. Prefers complex, info-rich credits that allow active governance, flexible capital solutions and staged capital deployment. Time horizon is event-driven to medium-term, risk-managed via rigorous downside analysis, capital preservation covenants and hands-on portfolio remediation.
Focuses on distressed credit and special-situation opportunities where operational intervention and capital structuring create asymmetric returns. Combines deep credit underwriting with board-level operational playbooks to execute restructurings, work-outs and turnarounds across stressed corporates. Prefers complex, info-rich credits that allow active governance, flexible capital solutions and staged capital deployment. Time horizon is event-driven to medium-term, risk-managed via rigorous downside analysis, capital preservation covenants and hands-on portfolio remediation.
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:
8.64%
Gain
Monthly
0.34%
Yearly
4.14%
Drawdown
20.32%
$402.26M
Equity
Holdings
$402.26M
Investment
$346.43M
$74.1M
Profit -$2.35M
Realized
$18.26M
Unrealized
$55.84M
Dividends
$12.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.35M
Win %
76%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$5.38M
Win %
76%
This Month
Compared to last month
Gain
-1.06%
Profit
-$4.3M
Win %
76%
This Year
Compared to last year
Gain
10.76%
Profit
$39.07M
Win %
76%
IBM International Business Machines Corporation
+3.82%
+$6,811.09 
UPS United Parcel Service, Inc.
+3.5%
+$12,145.81 
COST Costco Wholesale Corporation
+2.9%
+$10,316.92 
PEP PepsiCo, Inc.
+2.86%
+$5,460.57 
KO The Coca-Cola Company
+2.78%
+$7,966.91 
MCD McDonald's Corporation
+2.62%
+$9,570.15 
MSFT Microsoft Corp.
+2.52%
+$18,389.26 
WMT Walmart Inc.
+2.2%
+$19,259.68 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
+2.09%
+$10,755.8 
V Visa Inc. Class A
+2.08%
+$4,974.12 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$9,681.09 
VNQ Vanguard Real Estate ETF
+1.92%
+$111,986.25 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.89%
+$4,485 
PG Procter & Gamble Co
+1.76%
+$4,459 
AAPL Apple Inc.
+1.74%
+$33,115.12 
FTCS First Trust Capital Strength ETF
+1.58%
+$14,941.6 
AMLP Alerian MLP ETF
+1.56%
+$7,772.95 
VHT Vanguard Health Care ETF
+1.53%
+$7,202.32 
CVX Chevron Corporation
+1.37%
+$3,501.76 
HD The Home Depot, Inc.
+1.33%
+$4,680.75 
JNJ Johnson & Johnson
+1.12%
+$4,279.65 
OAKM Oakmark U.S. Large Cap ETF
+1.1%
+$38,874.88 
SO The Southern Company
+1.08%
+$7,724.46 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.02%
+$47,999.38 
XOM Exxon Mobil Corporation
+1.02%
+$5,394.9 
DGRO iShares Core Dividend Growth ETF
+1%
+$4,466.84 
XLE Energy Select Sector SPDR Fund
+0.96%
+$1,900.8 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+0.8%
+$2,788.59 
LIN Linde plc
+0.79%
+$3,455.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$11,075.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.55%
+$4,117.99 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$6,611.68 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$149,882.88 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.36%
+$1,149.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$1,514.55 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$2,914.56 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$790.99 
SPGP Invesco S&P 500 GARP ETF
+0.23%
+$2,532.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.19%
+$1,340.5 
VB Vanguard Small-Cap ETF
+0.12%
+$591.48 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$147.9 
VPU Vanguard Utilities ETF
+0.03%
+$236.15 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$205.5 
JPIE JPMorgan Income ETF
+0.02%
+$183.72 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$80.47 
QNC Quantum eMotion Corp
-9.15%
-$10,640.04 
NAK Northern Dynasty Minerals Ltd.
-5.36%
-$1,074.6 
ORCL Oracle Corporation
-4.99%
-$11,084.97 
CAT Caterpillar Inc.
-4.36%
-$13,796.75 
GOOGL Alphabet Inc
-3.82%
-$44,628.53 
FRDM Freedom 100 Emerging Markets ETF
-3.13%
-$990,004.66 
ITA iShares U.S. Aerospace & Defense ETF
-2.91%
-$7,240.98 
NVDA NVIDIA Corporation
-2.56%
-$23,146.15 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$11,083.48 
CGGO Capital Group Global Growth Equity ETF
-2.3%
-$18,749.75 
CGXU Capital Group International Focus Equity ETF
-1.85%
-$9,272.97 
META Meta Platforms Inc Class A
-1.84%
-$5,711.02 
QQQM Invesco NASDAQ 100 ETF
-1.67%
-$484,546.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.47%
-$11,418.27 
CGGR Capital Group Growth ETF
-1.38%
-$45,631.82 
MGK Vanguard Mega Cap Growth ETF
-1.34%
-$22,710 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.29%
-$18,940.62 
SCHF Schwab International Equity ETF
-1.25%
-$177,431.77 
CGGE Capital Group Global Equity ETF
-1.06%
-$8,316.12 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$2,787.51 
TSLA Tesla, Inc.
-1.01%
-$6,509 
JPM JPMorgan Chase & Co.
-0.99%
-$12,064.65 
SEPI SeaEscape Entertainment, Inc.
-0.93%
-$23,677.22 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.79%
-$46,407.6 
VT Vanguard Total World Stock ETF
-0.79%
-$21,665.6 
PGR Progressive Corporation
-0.73%
-$1,849.5 
MGC Vanguard Mega Cap ETF
-0.73%
-$306,195.37 
CGIE Capital Group International Equity ETF
-0.72%
-$9,807.12 
PFF iShares Preferred and Income Securities ETF
-0.72%
-$3,503.72 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.72%
-$2,630.5 
JPEF JPMorgan Equity Focus ETF
-0.7%
-$37,376.61 
VIS Vanguard Industrials ETF
-0.64%
-$1,665.67 
IVV iShares Core S&P 500 ETF
-0.62%
-$11,735.92 
AMZN Amazon.com Inc
-0.62%
-$3,130.58 
CGUS Capital Group Core Equity ETF
-0.61%
-$10,072.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$303,556.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$5,501.97 
WRB W.R. Berkley Corporation
-0.56%
-$7,176.78 
SCHX Schwab U.S. Large-Cap ETF
-0.56%
-$5,837.53 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.5%
-$22,323.21 
VXF Vanguard Extended Market ETF
-0.49%
-$140,975.78 
GPIX S&P 500 Core Premium Income Fund
-0.48%
-$9,585.81 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.37%
-$1,043.97 
SCMB Schwab Municipal Bond ETF
-0.18%
-$4,091.53 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.18%
-$486 
JMHI JPMorgan High Yield Municipal ETF
-0.15%
-$2,765.32 
MUB iShares National Muni Bond ETF
-0.14%
-$1,670.46 
JMUB JPMorgan Municipal Bond ETF
-0.13%
-$3,805.27 
FMB First Trust Managed Municipal Fund
-0.12%
-$4,838.09 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$451.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$285.35 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.09%
-$279.15 
VO Vanguard Mid-Cap ETF
-0.09%
-$536.2 
FBND Fidelity Total Bond ETF
-0.06%
-$9,326.05 
BINC iShares Flexible Income Active ETF
-0.05%
-$462.55 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$232.01 
JQUA JPMorgan U.S. Quality Factor ETF
-0.03%
-$90.38 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$2,459.12 
VCRB Vanguard Core Bond ETF
-0.03%
-$7,301.56 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$1,683.64 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$66.64 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$1,058.83 Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 411/550 74% | Profit Factor 29.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,117.24 |
| Average Win $186,545.61 | Best Trade (Jul 10) $7.25M | Sharpe Ratio -13.31 |
| Average Loss -$18,507.11 | Worst Trade (Jul 10) -$635,362.08 | Z-Score 15.57 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $134,723.19 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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