Chad Kelley Portfolio
Invests via Alliance Wealth Advisors LLC /UT | Managed by Chad Kelley
Invests via Alliance Wealth Advisors LLC /UT
Managed by Chad Kelley
Automatically Tracked
Chad Kelley Profile
Chad Kelley is a seasoned entrepreneur and investor known for his impactful contributions across various sectors. With a solid background in technology startups, he has successfully launched multiple companies that blend innovation with market demand. His leadership style emphasizes strategic growth and operational efficiency, positioning him as a key figure in the entrepreneurial community. Kelley's extensive experience enables him to identify promising opportunities while fostering collaboration among industry partners. He has established himself as a trusted advisor to emerging ventures seeking guidance on scaling their operations and optimizing business models.
Chad Kelley is a seasoned entrepreneur and investor known for his impactful contributions across various sectors. With a solid background in technology startups, he has successfully launched multiple companies that blend innovation with market demand. His leadership style emphasizes strategic growth and operational efficiency, positioning him as a key figure in the entrepreneurial community. Kelley's extensive experience enables him to identify promising opportunities while fostering collaboration among industry partners. He has established himself as a trusted advisor to emerging ventures seeking guidance on scaling their operations and optimizing business models.
Investment Philosophy & Strategy
Growth-oriented markets present a wealth of possibilities for venture creation and investment. Chad Kelley leverages his entrepreneurial prowess to harness innovation and drive substantial value in technology sectors. His strategies are deeply rooted in identifying emerging trends, ensuring that new ventures not only meet market demands but also maintain sustainable growth trajectories. With a focus on operational excellence, he excels at refining business models while cultivating synergistic relationships within the industry landscape. This approach empowers nascent companies to navigate challenges effectively and capitalize on dynamic opportunities.
Growth-oriented markets present a wealth of possibilities for venture creation and investment. Chad Kelley leverages his entrepreneurial prowess to harness innovation and drive substantial value in technology sectors. His strategies are deeply rooted in identifying emerging trends, ensuring that new ventures not only meet market demands but also maintain sustainable growth trajectories. With a focus on operational excellence, he excels at refining business models while cultivating synergistic relationships within the industry landscape. This approach empowers nascent companies to navigate challenges effectively and capitalize on dynamic opportunities.
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:
38.46%
Gain -0.45%
Monthly
0.97%
Yearly
12.27%
Drawdown
17.14%
$536.65M
Equity
Holdings
$536.65M
Investment
$486.3M
$128.26M
Profit -$2.44M
Realized
$77.91M
Unrealized
$50.34M
Dividends
$26.04M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$2.44M
Win %
68%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$2.44M
Win %
68%
This Month
Compared to last month
Gain
-0.98%
Profit
-$5.32M
Win %
68%
This Year
Compared to last year
Gain
1.45%
Profit
$7.7M
Win %
62%
RBRK Rubrik, Inc.
+15.67%
+$123,890.34 
PANW Palo Alto Networks, Inc.
+13.09%
+$29,740.24 
IOT Samsara Inc. Class A Common Stock
+11.78%
+$63,004.28 
TRI Thomson Reuters Corp.
+8.7%
+$76,997.64 
CVLT Commvault Systems Inc.
+7.8%
+$23,484.24 
ADSK Autodesk, Inc.
+7.78%
+$25,026.42 
NOW ServiceNow, Inc.
+7.41%
+$56,818.52 
OLLI Ollie's Bargain Outlet Holdings Inc.
+4.7%
+$15,826.04 
CRM Salesforce Inc
+4.68%
+$20,503.68 
CELH Celsius Holdings Inc.
+4.52%
+$10,240.98 
TMDX TransMedics Group Inc.
+4.48%
+$14,436.64 
BJ BJ's Wholesale Club Holdings, Inc.
+4.2%
+$22,778.88 
SHOP Shopify Inc.
+3.96%
+$38,586.6 
NFLX Netflix, Inc.
+3.77%
+$38,961.56 
PLTR Palantir Technologies Inc.
+3.64%
+$10,809.75 
EXLS ExlService Holdings Inc.
+3.37%
+$9,974.58 
GOOGL Alphabet Inc
+3.22%
+$96,528.96 
MDT Medtronic plc
+3.19%
+$44,001.7 
ADP Automatic Data Processing Inc.
+3.12%
+$38,535.48 
SUI Sun Communities Inc.
+3.08%
+$6,177.5 
GOOG Alphabet Inc
+3.07%
+$95,197.87 
CHRW C.H. Robinson Worldwide, Inc.
+2.99%
+$7,508.51 
BDX Becton, Dickinson and Company
+2.85%
+$10,894.16 
AFRM Affirm Holdings, Inc.
+2.72%
+$12,804 
META Meta Platforms Inc Class A
+2.71%
+$54,150.74 
UL Unilever PLC Sponsored American Depositary Receipt
+2.52%
+$15,585.96 
IBM International Business Machines Corporation
+2.4%
+$20,913.75 
ISRG Intuitive Surgical, Inc.
+2.38%
+$8,719.68 
IBIT iShares Bitcoin Trust
+2.19%
+$104,256.96 
WM Waste Management, Inc.
+2.18%
+$6,456.48 
UPS United Parcel Service, Inc.
+2.15%
+$7,389.36 
PM Philip Morris International Inc.
+2%
+$12,253.79 
MCD McDonald's Corporation
+1.98%
+$22,575.06 
MSFT Microsoft Corp.
+1.97%
+$113,702.28 
LLY Eli Lilly and Company
+1.92%
+$33,526.35 
DIS The Walt Disney Company
+1.92%
+$16,195.56 
SOFI SoFi Technologies, Inc.
+1.91%
+$40,378.14 
GILD Gilead Sciences Inc.
+1.89%
+$25,959.09 
MNST Monster Beverage Corporation
+1.84%
+$10,254.4 
BMI Badger Meter Inc.
+1.81%
+$3,802.25 
WMT Walmart Inc.
+1.8%
+$4,095.46 
ABBV AbbVie Inc.
+1.79%
+$38,230.66 
CME CME Group Inc.
+1.79%
+$22,690.99 
T AT&T Inc.
+1.78%
+$8,045.9 
RGEN Repligen Corporation
+1.71%
+$11,404.08 
FND Floor & Decor Holdings, Inc.
+1.69%
+$5,040.8 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$5,414.5 
COST Costco Wholesale Corporation
+1.56%
+$6,292.3 
LHX L3Harris Technologies, Inc.
+1.39%
+$2,417.7 
RSG Republic Services, Inc.
+1.38%
+$16,977.1 
VZ Verizon Communications Inc.
+1.36%
+$22,840.38 
STE STERIS plc
+1.36%
+$5,745.74 
NVS Novartis AG Sponsored ADR
+1.36%
+$3,833.46 
MEDP Medpace Holdings Inc.
+1.34%
+$7,921.56 
V Visa Inc. Class A
+1.32%
+$32,725.28 
AMRX Amneal Pharmaceuticals Inc.
+1.24%
+$2,822.19 
KO The Coca-Cola Company
+1.22%
+$6,468.27 
UNH UnitedHealth Group Incorporated
+1.19%
+$3,432.81 
ABT Abbott Laboratories
+1.11%
+$2,910.88 
AMGN Amgen Inc.
+1.1%
+$3,373.95 
LMT Lockheed Martin Corporation
+1.01%
+$2,692.61 
IDXX IDEXX Laboratories, Inc.
+0.99%
+$4,820.77 
AXP American Express Company
+0.95%
+$3,141.6 
CVS CVS Health Corporation
+0.94%
+$2,732.3 
MA Mastercard Incorporated
+0.92%
+$12,345.29 
AVY Avery Dennison Corporation
+0.92%
+$2,528.76 
AWK American Water Works Company, Inc.
+0.89%
+$6,122.55 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$8,439.86 
SHLD Global X Defense Tech ETF
+0.87%
+$31,224.96 
DE Deere & Company
+0.87%
+$2,085.06 
NVO Novo Nordisk A/S Sponsored ADR
+0.87%
+$7,187.62 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$4,963.53 
HD The Home Depot, Inc.
+0.7%
+$8,339.31 
HALO Halozyme Therapeutics Inc.
+0.68%
+$5,695.46 
TMO Thermo Fisher Scientific Inc.
+0.66%
+$2,157.29 
NBIX Neurocrine Biosciences Inc.
+0.65%
+$1,328.15 
SNA Snap-on Inc.
+0.63%
+$7,585.06 
MRK Merck & Co., Inc.
+0.63%
+$3,951.22 
PG Procter & Gamble Co
+0.59%
+$4,057.48 
OXY Occidental Petroleum Corporation
+0.55%
+$1,855.04 
EXPD Expeditors International of Washington, Inc.
+0.54%
+$1,544.39 
ATO Atmos Energy Corporation
+0.39%
+$2,848 
SYY Sysco Corporation
+0.39%
+$2,400.64 
BROS Dutch Bros Inc.
+0.36%
+$1,175.2 
OKE ONEOK, Inc.
+0.36%
+$4,097.91 
SBUX Starbucks Corporation
+0.32%
+$2,884.16 
JNJ Johnson & Johnson
+0.3%
+$3,759.6 
JQUA JPMorgan U.S. Quality Factor ETF
+0.28%
+$768.6 
ABNB Airbnb, Inc.
+0.27%
+$879.98 
GD General Dynamics Corporation
+0.26%
+$1,110.21 
UNP Union Pacific Corporation
+0.23%
+$1,073.17 
AAPL Apple Inc.
+0.22%
+$19,708.08 
UMBF UMB Financial Corporation
+0.21%
+$1,285.38 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.14%
+$10,774.9 
SPG Simon Property Group, Inc.
+0.08%
+$228.19 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.08%
+$376.52 
SCHW Charles Schwab Corporation
+0.07%
+$313.04 
ETHA iShares Ethereum Trust
+0.05%
+$2,337.04 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$4,606.05 
PFE Pfizer Inc.
+0.04%
+$98.62 
UFPT UFP Technologies Inc.
+0.04%
+$203.7 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$92.61 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$4,916.41 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1,525.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$866.9 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
NVT nVent Electric plc
-9.68%
-$90,297.04 
SEI Solaris Energy Infrastructure Inc.
-9.36%
-$35,714.6 
GEV GE Vernova Inc.
-8.63%
-$42,546.74 
ENTG Entegris, Inc.
-8.44%
-$39,614.55 
LRCX Lam Research Corporation
-8.29%
-$36,056.34 
CRDO Credo Technology Group Holding Ltd.
-7.92%
-$22,811.97 
RMBS Rambus Inc.
-7.57%
-$37,045.4 
STRL Sterling Infrastructure, Inc.
-7.47%
-$36,872.22 
MPWR Monolithic Power Systems, Inc.
-7.37%
-$13,554.52 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$42,733.05 
AMAT Applied Materials, Inc.
-7.07%
-$23,144.77 
FIX Comfort Systems USA, Inc.
-6.39%
-$33,692.86 
APH Amphenol Corporation
-6.35%
-$47,522.28 
PLXS Plexus Corp.
-6.15%
-$21,664.09 
INTC Intel Corporation
-5.59%
-$8,492.75 
MU Micron Technology, Inc.
-5.25%
-$28,074.04 
BAC Bank of America Corporation
-5.14%
-$19,024.28 
CRS Carpenter Technology Corporation
-5.1%
-$29,044.08 
SMH VanEck Semiconductor ETF
-4.89%
-$9,778.57 
AVGO Broadcom Inc.
-4.71%
-$90,435.01 
NOVT Novanta Inc.
-4.44%
-$22,771.98 
AMD Advanced Micro Devices, Inc.
-4.4%
-$26,400.64 
CAT Caterpillar Inc.
-4.3%
-$10,413.28 
EME EMCOR Group, Inc.
-4.01%
-$9,074.1 
ORCL Oracle Corporation
-3.75%
-$51,559.54 
MIR Mirion Technologies, Inc.
-3.72%
-$14,763.74 
NVDA NVIDIA Corporation
-3.35%
-$286,907.4 
HWKN Hawkins Inc.
-2.74%
-$8,683.6 
IRM Iron Mountain Inc.
-2.69%
-$12,680.22 
PSLV Sprott Physical Silver Trust
-2.53%
-$30,744.24 
VMI Valmont Industries, Inc.
-2.39%
-$16,158.45 
MTUM iShares MSCI USA Momentum Factor ETF
-2.36%
-$220,146.95 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.32%
-$67,628.68 
DOCN DigitalOcean Holdings Inc.
-2.24%
-$6,690.75 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$4,262.59 
KRYS Krystal Biotech Inc.
-2.01%
-$4,084.42 
TXN Texas Instruments Inc
-1.99%
-$33,368.01 
GE General Electric Company
-1.88%
-$9,983.36 
CSCO Cisco Systems, Inc.
-1.84%
-$9,208.2 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$204,298.96 
MKC McCormick & Company, Incorporated
-1.81%
-$8,969.85 
TSLA Tesla, Inc.
-1.77%
-$33,462.84 
WFC Wells Fargo & Company
-1.75%
-$7,158.98 
JPM JPMorgan Chase & Co.
-1.71%
-$11,370.05 
PJT PJT Partners Inc.
-1.59%
-$7,176.89 
BN Brookfield Corporation
-1.58%
-$3,970.61 
VGT Vanguard Information Technology ETF
-1.57%
-$6,490.4 
KRMN Karman Holdings Inc.
-1.56%
-$5,381.2 
GLD SPDR Gold Shares
-1.51%
-$17,848.77 
APD Air Products and Chemicals, Inc.
-1.5%
-$14,797.84 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$209,890.8 
AEM Agnico Eagle Mines Limited
-1.4%
-$4,990.56 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$2,696.98 
CW Curtiss-Wright Corporation
-1.36%
-$11,141.63 
CDW CDW Corporation
-1.36%
-$4,248.97 
LGND Ligand Pharmaceuticals Inc.
-1.34%
-$6,769.04 
IXUS iShares Core International Stock ETF
-1.31%
-$338,836 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$21,949.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$18,099.9 
AMZN Amazon.com Inc
-1.25%
-$57,022.44 
GNR SPDR S&P Global Natural Resources ETF
-1.23%
-$24,029.81 
CMCSA Comcast Corp
-1.21%
-$4,093.41 
RTX RTX Corporation
-1.17%
-$8,120 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$5,744.24 
BOOT Boot Barn Holdings, Inc.
-1.05%
-$3,907.88 
QCOM QUALCOMM Incorporated
-1.02%
-$9,424.62 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1%
-$158,280.98 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.93%
-$1,855.03 
CVX Chevron Corporation
-0.89%
-$4,882.51 
AEP American Electric Power Company, Inc.
-0.88%
-$2,206.16 
FLJP Franklin FTSE Japan ETF
-0.88%
-$24,127.7 
WOOD iShares Global Timber & Forestry ETF
-0.88%
-$15,695.3 
WSO Watsco Inc.
-0.87%
-$8,230.95 
VONG Vanguard Russell 1000 Growth Fund
-0.87%
-$604,874.79 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.82%
-$1,798.62 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$9,781.2 
VT Vanguard Total World Stock ETF
-0.76%
-$13,848.22 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$387,104.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$13,220.78 
LECO Lincoln Electric Holdings, Inc.
-0.69%
-$2,910.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$3,956.41 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.66%
-$52,729.89 
HGER Harbor Commodity All-Weather Fund
-0.65%
-$20,965.29 
RRC Range Resources Corporation
-0.64%
-$2,727.91 
XOM Exxon Mobil Corporation
-0.55%
-$9,993.15 
IVLU iShares MSCI International Value Factor ETF
-0.54%
-$170,960.4 
VNQ Vanguard Real Estate ETF
-0.51%
-$33,670.56 
COP ConocoPhillips
-0.49%
-$3,184.49 
IVV iShares Core S&P 500 ETF
-0.47%
-$13,631.15 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,180.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$15,462.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$18,645.12 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$2,978.07 
O Realty Income Corporation
-0.37%
-$2,456.3 
SHEL Shell plc
-0.33%
-$1,326.46 
DUK Duke Energy Corporation
-0.31%
-$1,567.87 
USB U.S. Bancorp
-0.26%
-$649.28 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$2,062.71 
ELF Elf Beauty Inc.
-0.2%
-$911.54 
SO The Southern Company
-0.19%
-$404.25 
TRNO Terreno Realty Corporation
-0.18%
-$549.96 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.17%
-$2,029.3 
MSCI MSCI Inc.
-0.17%
-$654.54 
WEC WEC Energy Group Inc.
-0.16%
-$1,867.28 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.16%
-$1,301.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$738.36 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-0.13%
-$142.87 
DAL Delta Air Lines, Inc.
-0.13%
-$250.53 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.12%
-$683.77 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$388.54 
ARES Ares Management Corporation
-0.08%
-$938.74 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$2,382.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$300.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$11,008.14 
BA Boeing Company
-0.07%
-$574.89 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$427.08 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$304.2 
MDLZ Mondelez International, Inc.
-0.06%
-$646.72 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$631.95 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$152.76 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$106.62 
TJX The TJX Companies, Inc.
-0.02%
-$41.8 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$125.66 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$92.7 
TIP iShares TIPS Bond ETF
-0.01%
-$19.83 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3532 | Longs Won 2196/3532 62% | Profit Factor 4.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,866.41 |
| Average Win $75,223.92 | Best Trade (Aug 14) $3.73M | Sharpe Ratio -9.61 |
| Average Loss -$27,647.14 | Worst Trade (Sep 02) -$1.46M | Z-Score 4.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $36,312.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,997 | $7.18M | $8.99M | - | $1.81M | 25.29% | +0.22% |
| ABBV AbbVie Inc. | 8,284 | $1.42M | $2.17M | - | $746,535.81 | 52.51% | +1.795% |
| ABNB Airbnb, Inc. | 1,913 | $287,905.27 | $326,453.45 | - | $38,548.18 | 13.39% | +0.27% |
| ABT Abbott Laboratories | 2,576 | $282,997.44 | $265,534.08 | - | -$17,463.36 | -6.17% | +1.108% |
| ADP Automatic Data Processing Inc. | 4,604 | $1.14M | $1.27M | - | $132,898.71 | 11.65% | +3.12% |
| ADSK Autodesk, Inc. | 1,514 | $473,231.12 | $346,600.02 | - | -$126,631.1 | -26.76% | +7.782% |
| AEM Agnico Eagle Mines Limited | 1,776 | $106,246.12 | $350,848.8 | - | $244,602.68 | 230.22% | -1.402% |
| AEP American Electric Power Company, Inc. | 2,024 | $182,303.38 | $247,413.76 | - | $65,110.38 | 35.72% | -0.884% |
| AFRM Affirm Holdings, Inc. | 6,600 | $538,230 | $484,308 | - | -$53,922 | -10.02% | +2.716% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,011 | $400,110.86 | $384,674.95 | - | -$15,435.91 | -3.86% | -0.078% |
| AMAT Applied Materials, Inc. | 717 | $245,063 | $304,158.57 | - | $59,095.57 | 24.11% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 1,162 | $236,385.22 | $573,342.42 | - | $336,957.2 | 142.55% | -4.402% |
| AMGN Amgen Inc. | 813 | $234,511.43 | $310,159.5 | - | $75,648.07 | 32.26% | +1.1% |
| AMRX Amneal Pharmaceuticals Inc. | 13,439 | $232,629 | $231,419.58 | - | -$1,209.42 | -0.52% | +1.235% |
| AMZN Amazon.com Inc | 17,764 | $3.9M | $4.5M | - | $603,964.5 | 15.48% | -1.25% |
| APD Air Products and Chemicals, Inc. | 3,394 | $920,399.02 | $974,315.58 | - | $53,916.56 | 5.86% | -1.496% |
| APH Amphenol Corporation | 8,916 | $226,968.21 | $700,708.44 | - | $473,740.23 | 208.73% | -6.351% |
| ARES Ares Management Corporation | 8,534 | $945,133.27 | $1.12M | - | $177,343.75 | 18.76% | -0.084% |
| ASML ASML Holding N.V. New York Registry Shares | 347 | $241,917.25 | $546,577.05 | - | $304,659.8 | 125.94% | -7.251% |
| ATO Atmos Energy Corporation | 4,450 | $766,602 | $729,043.5 | - | -$37,558.5 | -4.9% | +0.392% |
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FAQ
Which stocks have generated the highest profits for Chad Kelley?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $8.63M, Netflix, Inc - $5.23M, Alphabet Inc - $4.46M, Comfort Systems USA, Inc - $3.73M, and Microsoft Corp - $3.43M. 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: iShares 20+ Year Treasury Bond ETF - $774,109.74, Accenture plc Class A - $769,895.76, UnitedHealth Group Incorporated - $683,907.43, Nike, Inc. - Class B - $656,078.45, and Zoetis Inc - $549,952.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad Kelley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.04M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.44M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.18M, Franklin FTSE Japan Hedged ETF - $732,739.33, Vanguard Intermediate-Term Corporate Bond Fund - $722,154.75, and Verizon Communications Inc - $641,677.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad Kelley's monthly returns?
Chad Kelley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chad Kelley's strategy be considered aggressive or moderate?
Chad Kelley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chad Kelley's strategy?
Chad Kelley'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.
