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:
69.87%
Gain -0.62%
Monthly
0.72%
Yearly
8.99%
Drawdown
21.1%
$198.78M
Equity
Holdings
$198.78M
Investment
$146.13M
$48.96M
Profit -$317,929.01
Realized
-$3.69M
Unrealized
$52.65M
Dividends
$10.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$317,929.01
Win %
85%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.79M
Win %
85%
This Month
Compared to last month
Gain
-0.42%
Profit
-$832,581.73
Win %
85%
This Year
Compared to last year
Gain
6.58%
Profit
$12.27M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$87,133.18 
GOOGL Alphabet Inc
+6.73%
+$55,366.08 
META Meta Platforms Inc Class A
+3.28%
+$5,975.84 
MSFT Microsoft Corp.
+3.02%
+$25,673.68 
NVDA NVIDIA Corporation
+2.93%
+$42,219.79 
LMB Limbach Holdings Inc.
+2.58%
+$11,329.2 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$43,441.88 
APG Api Group Corporation
+1.22%
+$10,729.44 
IOO iShares Global 100 ETF
+1.15%
+$7,245 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$18,369.68 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$11,363.25 
SCHW Charles Schwab Corporation
+0.87%
+$2,351.44 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$14,695.5 
GLIN VanEck India Growth Leaders ETF
+0.73%
+$8,809.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,096.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$57,576.19 
TGRT T. Rowe Price Growth ETF
+0.7%
+$6,053.68 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$12,575.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,048.16 
PAR Par Technology Corporation
+0.59%
+$2,436.2 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$21,045.09 
MCHI iShares MSCI China ETF
+0.54%
+$6,948 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$20,086.86 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,600.02 
GTX Garrett Motion Inc.
+0.45%
+$8,157.38 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$7,124.88 
AVGO Broadcom Inc.
+0.37%
+$2,528.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$132,869.1 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$4,275.53 
SMH VanEck Semiconductor ETF
+0.3%
+$6,992.74 
JPM JPMorgan Chase & Co.
+0.27%
+$2,755.14 
VT Vanguard Total World Stock ETF
+0.26%
+$50,148.74 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,412.6 
FLIN Franklin FTSE India ETF
+0.25%
+$4,096.17 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$6,399.89 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$40,249.75 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,088.93 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,226.48 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$2,968.7 
FTSL First Trust Senior Loan ETF
+0.11%
+$5,048.95 
WMT Walmart Inc.
+0.09%
+$324.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$276.88 
KCE SPDR S&P Capital Markets ETF
+0.03%
+$504.48 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$71.04 
PBPB Potbelly Corporation
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$80,303 
LYV Live Nation Entertainment, Inc.
-5.14%
-$33,995.15 
DFH Dream Finders Homes Inc.
-4.12%
-$9,779 
RELY Remitly Global, Inc.
-2.9%
-$9,809 
SGI Somnigroup International Inc.
-2.3%
-$27,740.02 
SLV iShares Silver Trust
-2.13%
-$15,127.8 
LRCX Lam Research Corporation
-1.58%
-$13,004.93 
GLD SPDR Gold Shares
-1.49%
-$167,498.18 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$15,970.14 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$23,152.68 
CRH CRH plc
-1.03%
-$5,445.98 
ARKW ARK Next Generation Internet ETF
-1.02%
-$6,488.82 
RSSS Research Solutions Inc.
-0.9%
-$2,375.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,579.98 
VPU Vanguard Utilities ETF
-0.71%
-$30,417.76 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$3,677.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$21,038.22 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,484.24 
NRP Natural Resource Partners L.P.
-0.59%
-$2,554.33 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$7,389.49 
INCO Columbia India Consumer ETF
-0.53%
-$10,811.79 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,188 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$11,224.6 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,855.49 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,581.58 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,125 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,461.85 
COST Costco Wholesale Corporation
-0.24%
-$558.59 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$7,872.8 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$1,100 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,492.5 
BKNG Booking Holdings Inc.
-0.18%
-$340.02 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$967.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,137.79 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,059.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$352 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$540 
V Visa Inc. Class A
-0.04%
-$204.67 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$323.67 
IGE iShares North American Natural Resources ETF
-0.02%
-$65.64 Events
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Dividends
Dividend Analysis
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| Trades 650 | Longs Won 450/650 69% | Profit Factor 3.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $496,865.54 |
| Average Win $153,063.21 | Best Trade (Aug 07) $8.38M | Sharpe Ratio -12.85 |
| Average Loss -$99,592.99 | Worst Trade (Sep 29) -$3.82M | Z-Score 6.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $75,322.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,996 | 1,796 | 1,597 | 1,397 | 1,198 | 998 | 798 | 599 | 399 | 200 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,275 | $689,780.5 | $1.01M | - | $321,899.75 | 46.67% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,500 | $840,820 | $827,645 | - | -$13,175 | -1.57% | -0.256% |
| AMZN Amazon.com Inc | 2,415 | $466,698.75 | $655,865.68 | - | $189,166.93 | 40.53% | +15.321% |
| APG Api Group Corporation | 22,353 | $560,769.71 | $886,967.04 | - | $326,197.33 | 58.17% | +1.224% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 10,425 | $690,760.5 | $1.2M | - | $508,844.25 | 73.66% | +0.956% |
| ARKW ARK Next Generation Internet ETF | 4,602 | $435,671.34 | $629,737.68 | - | $194,066.34 | 44.54% | -1.02% |
| AUSF Global X Adaptive U.S. Factor ETF | 10,000 | $427,000 | $515,400 | - | $88,400 | 20.7% | -0.213% |
| AVDV Avantis International Small Cap Value ETF | 4,376 | $285,381.12 | $457,904.64 | - | $172,523.52 | 60.45% | -0.476% |
| AVGO Broadcom Inc. | 1,756 | $281,925.8 | $683,575.68 | - | $401,649.88 | 142.47% | +0.371% |
| AVSC Avantis U.S. Small Cap Equity ETF | 8,059 | $402,324.26 | $582,988.06 | - | $180,663.8 | 44.91% | -0.166% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,922 | $621,201.75 | $867,188.16 | - | $245,986.41 | 39.6% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 9,950 | $761,871.5 | $751,623 | - | -$10,248.5 | -1.35% | -0.198% |
| BKNG Booking Holdings Inc. | 1,000 | $231,570 | $192,899.99 | - | -$38,670.01 | -16.7% | -0.176% |
| BRK-A Berkshire Hathaway Inc. | 25 | $15.31M | $19.16M | - | $3.86M | 25.21% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 71,435 | $29.09M | $36.54M | - | $7.45M | 25.62% | +0.365% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 24,001 | $1.09M | $2.2M | - | $1.11M | 101.94% | +2.011% |
| COST Costco Wholesale Corporation | 245 | $217,611.08 | $233,213.05 | - | $15,601.97 | 7.17% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 23,761 | $1.14M | $1.59M | - | $449,676.06 | 39.44% | +0.195% |
| CRH CRH plc | 5,501 | $506,955.77 | $522,650.02 | - | $15,694.25 | 3.1% | -1.031% |
| DFH Dream Finders Homes Inc. | 17,780 | $401,116.8 | $227,406.2 | - | -$173,710.6 | -43.31% | -4.123% |
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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 - $868,095.42, VanEck Morningstar Wide Moat Fund - $838,390.46, and First Trust Senior Loan ETF - $759,573.22. 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 - $1.78M, iShares Russell 2000 ETF - $723,786.15, iShares Russell Mid-Cap ETF - $631,914.86, 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 $10.29M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $1.43M, First Trust Senior Loan ETF - $759,573.22, VANGUARD FTSE DEVELOPED MARKETS ETF - $513,399.74, Vanguard Utilities ETF - $421,924.98, 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.
