Timothy Dempsey Portfolio
Invests via DHK Financial Advisors Inc. | Managed by Timothy Dempsey
Invests via DHK Financial Advisors Inc.
Managed by Timothy Dempsey
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Timothy Dempsey Profile
Timothy Dempsey is a seasoned operating executive with extensive experience in driving corporate growth and enhancing market competitiveness. His career has spanned various leadership roles across key sectors, where he has successfully led initiatives to streamline operations and foster innovation. Dempsey's ability to navigate complex business environments while building strong teams positions him as a critical player in today's dynamic corporate landscape. He is recognized for his commitment to elevating organizational performance through strategic operational enhancements.
Timothy Dempsey is a seasoned operating executive with extensive experience in driving corporate growth and enhancing market competitiveness. His career has spanned various leadership roles across key sectors, where he has successfully led initiatives to streamline operations and foster innovation. Dempsey's ability to navigate complex business environments while building strong teams positions him as a critical player in today's dynamic corporate landscape. He is recognized for his commitment to elevating organizational performance through strategic operational enhancements.
Investment Philosophy & Strategy
In today's competitive landscape, operational efficiency and innovation are paramount. Timothy Dempsey brings a wealth of leadership experience, leveraging his background to identify growth opportunities that enhance market position. His approach prioritizes strategic enhancements aimed at fostering agility within organizations while navigating intricate business challenges. With a keen eye for driving performance improvements and cultivating high-performing teams, he is adept at translating vision into actionable strategies that yield tangible results.
In today's competitive landscape, operational efficiency and innovation are paramount. Timothy Dempsey brings a wealth of leadership experience, leveraging his background to identify growth opportunities that enhance market position. His approach prioritizes strategic enhancements aimed at fostering agility within organizations while navigating intricate business challenges. With a keen eye for driving performance improvements and cultivating high-performing teams, he is adept at translating vision into actionable strategies that yield tangible results.
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:
57.85%
Gain +0.51%
Monthly
0.68%
Yearly
8.43%
Drawdown
21.1%
$194.35M
Equity
Holdings
$194.35M
Investment
$146.13M
$44.64M
Profit +$553,545.05
Realized
-$3.58M
Unrealized
$48.22M
Dividends
$10.11M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$553,545.05
Win %
87%
This Week
Compared To Last Week
Gain
0.28%
Profit
$532,206.31
Win %
87%
This Month
Compared to last month
Gain
-1.1%
Profit
-$2.16M
Win %
87%
This Year
Compared to last year
Gain
4.2%
Profit
$7.83M
Win %
87%
MCHI iShares MSCI China ETF
+2.46%
+$30,223.8 
AVGO Broadcom Inc.
+2.27%
+$14,776.76 
MSFT Microsoft Corp.
+2.1%
+$15,607.78 
LMB Limbach Holdings Inc.
+1.93%
+$8,854.4 
GOOGL Alphabet Inc
+1.79%
+$15,276.82 
ARKW ARK Next Generation Internet ETF
+1.27%
+$8,260.59 
AMZN Amazon.com Inc
+1.12%
+$6,689.55 
SCHW Charles Schwab Corporation
+1.11%
+$2,919.92 
PAR Par Technology Corporation
+1.09%
+$4,360.8 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$9,498.58 
V Visa Inc. Class A
+0.77%
+$4,020.5 
LYV Live Nation Entertainment, Inc.
+0.74%
+$4,830.7 
META Meta Platforms Inc Class A
+0.68%
+$1,493.96 
RSSS Research Solutions Inc.
+0.68%
+$1,781.41 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.62%
+$7,453.87 
SMH VanEck Semiconductor ETF
+0.57%
+$13,556.31 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$4,191.49 
SLV iShares Silver Trust
+0.49%
+$3,317.5 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$8,099.84 
TGRT T. Rowe Price Growth ETF
+0.34%
+$3,026.84 
VONG Vanguard Russell 1000 Growth Fund
+0.25%
+$4,510.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$3,936.36 
IGE iShares North American Natural Resources ETF
+0.19%
+$721.93 
NVDA NVIDIA Corporation
+0.12%
+$1,774.56 
IOO iShares Global 100 ETF
+0.07%
+$450 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$390.72 
NRP Natural Resource Partners L.P.
+0.03%
+$132.12 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$5,534.75 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$485.55 
MOAT VanEck Morningstar Wide Moat Fund
+0.03%
+$799.98 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.01%
+$240.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
PBPB Potbelly Corporation
0%
$0 
DFH Dream Finders Homes Inc.
-5.43%
-$15,290.8 
SGI Somnigroup International Inc.
-2.98%
-$39,088.21 
CRH CRH plc
-2.92%
-$16,558.01 
APG Api Group Corporation
-2.06%
-$18,441.22 
LRCX Lam Research Corporation
-1.94%
-$16,795.66 
AAPL Apple Inc.
-1.71%
-$18,634.72 
GTX Garrett Motion Inc.
-1.54%
-$28,550.83 
WMT Walmart Inc.
-1.54%
-$5,718.24 
GLIN VanEck India Growth Leaders ETF
-1.29%
-$15,482.52 
BKNG Booking Holdings Inc.
-1.13%
-$2,049.99 
PAVE Global X U.S. Infrastructure Development ETF
-1.09%
-$6,150 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1%
-$17,484 
JPM JPMorgan Chase & Co.
-0.79%
-$7,869.71 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.77%
-$4,034.58 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.77%
-$5,475.85 
FLIN Franklin FTSE India ETF
-0.7%
-$11,150.68 
RELY Remitly Global, Inc.
-0.66%
-$2,308 
EFA iShares MSCI EAFE ETF
-0.63%
-$2,446.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.62%
-$16,030.98 
FDVV Fidelity High Dividend ETF
-0.6%
-$2,695.87 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$19,034.58 
AVSC Avantis U.S. Small Cap Equity ETF
-0.58%
-$3,384.78 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.5%
-$3,797.5 
SCHC Schwab International Small-Cap Equity ETF
-0.49%
-$13,188.91 
IWN iShares Russell 2000 Value ETF
-0.47%
-$2,790.9 
VPU Vanguard Utilities ETF
-0.47%
-$20,576.72 
SMIN iShares MSCI India Small-Cap ETF
-0.42%
-$4,959.58 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$3,495.61 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.4%
-$13,582.58 
AUSF Global X Adaptive U.S. Factor ETF
-0.37%
-$1,900 
VONV Vanguard Russell 1000 Value Index Fund
-0.37%
-$6,785.6 
RWO SPDR Dow Jones Global Real Estate ETF
-0.36%
-$4,759.85 
XMHQ Invesco S&P MidCap Quality ETF
-0.35%
-$3,176.59 
VSGX Vanguard ESG International Stock ETF
-0.3%
-$2,118.48 
COST Costco Wholesale Corporation
-0.3%
-$693.35 
AVDV Avantis International Small Cap Value ETF
-0.3%
-$1,334.68 
QUAL iShares MSCI USA Quality Factor ETF
-0.27%
-$4,678.36 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$1,458 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$9,403.67 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$1,940.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$2,082.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$9,616.05 
KCE SPDR S&P Capital Markets ETF
-0.23%
-$3,753.59 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$1,141.84 
GLD SPDR Gold Shares
-0.22%
-$24,141.24 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$2,851.32 
IEI iShares 3-7 Year Treasury Bond ETF
-0.18%
-$473 
VT Vanguard Total World Stock ETF
-0.17%
-$31,801.64 
VLUE iShares MSCI USA Value Factor ETF
-0.14%
-$2,748.72 
FTSL First Trust Senior Loan ETF
-0.1%
-$4,544.06 
INCO Columbia India Consumer ETF
-0.1%
-$1,916.64 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$3,493.12 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.04%
-$785.98 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$3,126.56 Events
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Dividends
Dividend Analysis
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| Trades 650 | Longs Won 452/650 69% | Profit Factor 3.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $465,650.11 |
| Average Win $141,986.64 | Best Trade (Jul 30) $7.31M | Sharpe Ratio -12.85 |
| Average Loss -$98,698.8 | Worst Trade (Sep 29) -$3.82M | Z-Score 6.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $68,670.15 |
| 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 | 1,969 | 1,772 | 1,575 | 1,378 | 1,181 | 984 | 787 | 591 | 394 | 197 |
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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FAQ
Which stocks have generated the highest profits for Timothy Dempsey?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $3.07M, Vanguard FTSE Emerging Markets ETF - $899,342.09, VANGUARD TOTAL STOCK MKT ETF - $857,105.53, VanEck Morningstar Wide Moat Fund - $838,390.46, and iShares Russell 1000 Value ETF - $718,724.52. 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: SPDR S&P 500 ETF Trust - $2.87M, iShares Core MSCI EAFE ETF - $1.75M, iShares Russell 2000 ETF - $734,416.92, iShares Russell Mid-Cap ETF - $643,359.68, and iShares Core S&P 500 ETF - $589,237.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Dempsey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.11M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $1.43M, First Trust Senior Loan ETF - $714,132.66, VANGUARD FTSE DEVELOPED MARKETS ETF - $513,399.74, Vanguard Utilities ETF - $422,304.74, and iShares Core S&P 500 ETF - $387,953.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Dempsey's monthly returns?
Timothy Dempsey'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 Timothy Dempsey's strategy be considered aggressive or moderate?
Timothy Dempsey's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Timothy Dempsey's strategy?
Timothy Dempsey'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.
