TD
Timothy Dempsey Portfolio
Invests via DHK Financial Advisors Inc. | Managed by Timothy Dempsey
Invests via DHK Financial Advisors Inc.
Managed by Timothy Dempsey
Automatically Tracked
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:
37.46%
Gain +1.4%
Monthly
0.33%
Yearly
4.09%
Drawdown
21.69%
$196.22M
Equity
Holdings
$196.22M
Investment
$144.94M
$47.6M
Profit +$3.09M
Realized
-$3.68M
Unrealized
$51.28M
Dividends
$9.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.4%
Profit
$3.09M
Win %
84%
This Week
Compared To Last Week
Gain
1.6%
Profit
$3.09M
Win %
84%
This Month
Compared to last month
Gain
1.25%
Profit
$2.42M
Win %
84%
This Year
Compared to last year
Gain
6.41%
Profit
$11.83M
Win %
84%
LRCX Lam Research Corporation
+6.01%
+$61,040.02 
BKNG Booking Holdings Inc.
+5.72%
+$9,440 
META Meta Platforms Inc Class A
+5.31%
+$10,183.95 
ARKW ARK Next Generation Internet ETF
+4.87%
+$31,661.76 
CRH CRH plc
+4.44%
+$26,019.73 
NLR VanEck Uranium and Nuclear ETF
+4.2%
+$53,442.56 
SMH VanEck Semiconductor ETF
+4.19%
+$111,411.21 
ARKQ Ark Autonomous Technology & Robotics ETF
+4.13%
+$55,669.5 
SLV iShares Silver Trust
+3.67%
+$29,857.5 
NVDA NVIDIA Corporation
+3.4%
+$51,610.12 
AMZN Amazon.com Inc
+3.17%
+$18,269.47 
QQQ Invesco QQQ Trust, Series 1
+3.11%
+$71,031.8 
GOOGL Alphabet Inc
+3.09%
+$27,399.7 
RELY Remitly Global, Inc.
+3.09%
+$8,510.75 
GLD SPDR Gold Shares
+3%
+$345,875.12 
TGRT T. Rowe Price Growth ETF
+2.97%
+$25,907.8 
SMIN iShares MSCI India Small-Cap ETF
+2.8%
+$32,151.76 
AVGO Broadcom Inc.
+2.74%
+$18,402.88 
INCO Columbia India Consumer ETF
+2.71%
+$51,274.1 
MSFT Microsoft Corp.
+2.53%
+$18,604.95 
VONG Vanguard Russell 1000 Growth Fund
+2.48%
+$45,177.75 
KCE SPDR S&P Capital Markets ETF
+2.34%
+$36,454.91 
VWO Vanguard FTSE Emerging Markets ETF
+2.33%
+$45,432.15 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$20,404.42 
VLUE iShares MSCI USA Value Factor ETF
+2.14%
+$44,931 
FLIN Franklin FTSE India ETF
+2.09%
+$32,996.93 
GLIN VanEck India Growth Leaders ETF
+2.09%
+$25,332.61 
AAPL Apple Inc.
+2.04%
+$19,486.25 
TSPA T. Rowe Price U.S. Equity Research ETF
+2%
+$36,744.57 
SPY SPDR S&P 500 ETF Trust
+1.91%
+$152,888.76 
VSGX Vanguard ESG International Stock ETF
+1.89%
+$13,681.85 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.8%
+$33,315.48 
VT Vanguard Total World Stock ETF
+1.77%
+$337,586.64 
GTX Garrett Motion Inc.
+1.71%
+$33,427.78 
IWV ISHARES RUSSELL 3000 ETF
+1.64%
+$59,771.25 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.63%
+$12,184.32 
VEU Vanguard FTSE All-World ex-US ETF
+1.59%
+$58,390.23 
BRK-A Berkshire Hathaway Inc.
+1.56%
+$286,150.5 
DFH Dream Finders Homes Inc.
+1.53%
+$4,089.4 
LMB Limbach Holdings Inc.
+1.52%
+$7,569.16 
AVDV Avantis International Small Cap Value ETF
+1.52%
+$7,067.24 
MOAT VanEck Morningstar Wide Moat Fund
+1.5%
+$41,198.97 
SCHA Schwab U.S. Small-Cap ETF
+1.44%
+$7,136.5 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.41%
+$28,801.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.4%
+$11,082.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.36%
+$55,986.78 
BRK-B Berkshire Hathaway Inc.
+1.36%
+$474,328.4 
PAVE Global X U.S. Infrastructure Development ETF
+1.28%
+$7,400 
VONV Vanguard Russell 1000 Value Index Fund
+1.24%
+$22,392.48 
QUAL iShares MSCI USA Quality Factor ETF
+1.22%
+$21,415.23 
SCHC Schwab International Small-Cap Equity ETF
+1.19%
+$33,112.57 
V Visa Inc. Class A
+1.17%
+$5,511.74 
IOO iShares Global 100 ETF
+1.16%
+$7,200 
RSSS Research Solutions Inc.
+0.86%
+$2,375.22 
FDVV Fidelity High Dividend ETF
+0.85%
+$3,774.22 
VPU Vanguard Utilities ETF
+0.69%
+$29,858.61 
XMHQ Invesco S&P MidCap Quality ETF
+0.64%
+$5,709.82 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.53%
+$17,808.26 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.52%
+$13,068.22 
SCHW Charles Schwab Corporation
+0.4%
+$943.16 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.39%
+$2,015.52 
MCHI iShares MSCI China ETF
+0.27%
+$3,381.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.26%
+$1,456.32 
COWZ Pacer US Cash Cows 100 ETF
+0.24%
+$3,682.95 
JPM JPMorgan Chase & Co.
+0.2%
+$1,919.81 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$1,243.75 
AVSC Avantis U.S. Small Cap Equity ETF
+0.15%
+$846.2 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.15%
+$815.4 
IEI iShares 3-7 Year Treasury Bond ETF
+0.14%
+$352 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$1,020 
FTSL First Trust Senior Loan ETF
+0.07%
+$3,029.37 
PAR Par Technology Corporation
+0.07%
+$243.62 
RWO SPDR Dow Jones Global Real Estate ETF
+0.06%
+$764.43 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$485.55 
IWN iShares Russell 2000 Value ETF
+0.02%
+$106.32 
LYV
0%
$0 
PBPB Potbelly Corporation
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
APG Api Group Corporation
-2.22%
-$21,011.82 
IGE iShares North American Natural Resources ETF
-1.14%
-$4,495.65 
NRP Natural Resource Partners L.P.
-0.96%
-$4,404 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$23,542.77 
EFA iShares MSCI EAFE ETF
-0.68%
-$2,672.44 
AVUV Avantis U.S. Small Cap Value ETF
-0.36%
-$3,080.29 
AUSF Global X Adaptive U.S. Factor ETF
-0.27%
-$1,350 
WMT Walmart Inc.
-0.21%
-$844.74 
COST Costco Wholesale Corporation
-0.1%
-$227.85 Events
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Dividends
Dividend Analysis
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| Trades 650 | Longs Won 445/650 68% | Profit Factor 3.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $469,161.13 |
| Average Win $151,035.95 | Best Trade (Jun 15) $6.34M | Sharpe Ratio -12.33 |
| Average Loss -$95,681.18 | Worst Trade (Sep 29) -$3.82M | Z-Score 5.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $73,225.17 |
| 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 | 2,049 | 1,844 | 1,639 | 1,434 | 1,230 | 1,025 | 820 | 615 | 410 | 205 |
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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Option values are updated at end of day.
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