Stephen Kenney Portfolio
Invests via Gray Private Wealth LLC | Managed by Gray Private Wealth LLC, Justin James Klunder
Invests via Gray Private Wealth LLC
Managed by Gray Private Wealth LLC, Justin James Klunder
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Stephen Kenney Profile
With a strong foundation in finance and operations, Stephen Kenney has established himself as a seasoned entrepreneur and operating executive. His background includes significant experience in driving growth strategies within competitive markets. Known for his ability to identify key market opportunities, he leverages both operational expertise and business acumen to enhance organizational performance. As an investor-operator, he actively engages with startups seeking strategic guidance while fostering innovation within established businesses. Kenney's commitment to advancing enterprise value makes him a pivotal figure in the investment landscape.
With a strong foundation in finance and operations, Stephen Kenney has established himself as a seasoned entrepreneur and operating executive. His background includes significant experience in driving growth strategies within competitive markets. Known for his ability to identify key market opportunities, he leverages both operational expertise and business acumen to enhance organizational performance. As an investor-operator, he actively engages with startups seeking strategic guidance while fostering innovation within established businesses. Kenney's commitment to advancing enterprise value makes him a pivotal figure in the investment landscape.
Investment Philosophy & Strategy
Stephen Kenney approaches investment through a lens of innovation and operational excellence, focusing on creating scalable business models. By prioritizing entrepreneurial spirit, he identifies potential market disruptors that align with his expertise in optimizing organizational performance. His strategic thinking enables him to guide early-stage ventures while enhancing the growth trajectories of established firms. With a hands-on leadership style, decision-making reflects an understanding of dynamic market conditions and competitive forces. This proactive engagement positions him to capitalize on transformational opportunities across diverse sectors.
Stephen Kenney approaches investment through a lens of innovation and operational excellence, focusing on creating scalable business models. By prioritizing entrepreneurial spirit, he identifies potential market disruptors that align with his expertise in optimizing organizational performance. His strategic thinking enables him to guide early-stage ventures while enhancing the growth trajectories of established firms. With a hands-on leadership style, decision-making reflects an understanding of dynamic market conditions and competitive forces. This proactive engagement positions him to capitalize on transformational opportunities across diverse sectors.
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:
39.15%
Gain +0.78%
Monthly
1.19%
Yearly
15.22%
Drawdown
18.05%
$229.7M
Equity
Holdings
$229.7M
Investment
$173.38M
$58.5M
Profit +$1.57M
Realized
$2.17M
Unrealized
$56.33M
Dividends
$6.55M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$1.57M
Win %
79%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$394,322.58
Win %
79%
This Month
Compared to last month
Gain
-0.62%
Profit
-$1.43M
Win %
79%
This Year
Compared to last year
Gain
-0.63%
Profit
-$1.45M
Win %
79%
AAPL Apple Inc.
+3.53%
+$131,321.6 
HD The Home Depot, Inc.
+2.55%
+$6,930.28 
IYR iShares U.S. Real Estate ETF
+2.19%
+$38,696.42 
VNQ Vanguard Real Estate ETF
+2.15%
+$208,862.4 
RTX RTX Corporation
+1.74%
+$4,987.61 
RITM Rithm Capital Corp.
+1.56%
+$1,522.5 
HCA HCA Healthcare Inc.
+1.51%
+$4,967.37 
BAC Bank of America Corporation
+1.26%
+$3,257.1 
HDV iShares Core High Dividend ETF
+1.23%
+$97,527.15 
V Visa Inc. Class A
+1.18%
+$2,844.17 
ABBV AbbVie Inc.
+0.95%
+$2,418.02 
JPM JPMorgan Chase & Co.
+0.95%
+$3,637.69 
IVE ISHARES S&P 500 VALUE ETF
+0.9%
+$33,547.1 
XLF Financial Select Sector SPDR Fund
+0.86%
+$2,394.24 
IWD iShares Russell 1000 Value ETF
+0.84%
+$4,058.24 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$4,847.04 
MCD McDonald's Corporation
+0.75%
+$4,300.28 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$1,713.1 
GOOGL Alphabet Inc
+0.65%
+$4,013.88 
NBBK NB Bancorp Inc.
+0.63%
+$1,482.32 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$3,756.66 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$2,063.4 
EFA iShares MSCI EAFE ETF
+0.5%
+$70,639.59 
TJX The TJX Companies, Inc.
+0.48%
+$1,588.04 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.46%
+$39,058.36 
MRK Merck & Co., Inc.
+0.45%
+$3,657.45 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$1,262.16 
PG Procter & Gamble Co
+0.3%
+$1,470.92 
VO Vanguard Mid-Cap ETF
+0.29%
+$646.76 
MUB iShares National Muni Bond ETF
+0.28%
+$1,856.87 
GOOG Alphabet Inc
+0.24%
+$889.5 
VB Vanguard Small-Cap ETF
+0.19%
+$3,725.02 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$586.32 
XVV iShares ESG Screened S&P 500
+0.11%
+$376.98 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$208.23 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$357.75 
IVV iShares Core S&P 500 ETF
+0.1%
+$103,136.85 
VOO Vanguard S&P 500 ETF
+0.08%
+$227.38 
IWB iShares Russell 1000 ETF
+0.05%
+$16,672.73 
XOM Exxon Mobil Corporation
+0.03%
+$124.1 
MSFT Microsoft Corp.
+0.03%
+$518.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-7.89%
-$22,377.39 
STX Seagate Technology Holdings plc
-6.75%
-$28,553.21 
ORCL Oracle Corporation
-4.21%
-$25,396.46 
AVGO Broadcom Inc.
-2.69%
-$15,012.64 
META Meta Platforms Inc Class A
-1.8%
-$7,920.64 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$11,493.04 
NVDA NVIDIA Corporation
-0.92%
-$8,355.8 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$6,482.24 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$1,818.88 
UNH UnitedHealth Group Incorporated
-0.67%
-$1,418.47 
AMZN Amazon.com Inc
-0.66%
-$5,845.05 
CAT Caterpillar Inc.
-0.65%
-$1,452.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$23,570.64 
PANW Palo Alto Networks, Inc.
-0.56%
-$1,637.59 
IWM iShares Russell 2000 ETF
-0.32%
-$40,714.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$4,150.44 Events
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Dividends
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| Trades 335 | Longs Won 260/335 77% | Profit Factor 87.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.55M |
| Average Win $227,609.56 | Best Trade (Jul 25) $26.72M | Sharpe Ratio -11.26 |
| Average Loss -$9,042.47 | Worst Trade (Jul 30) -$163,374.48 | Z-Score 12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $174,627.77 |
| 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% | 0.06% | 2.95% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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Returns
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FAQ
Which stocks have generated the highest profits for Stephen Kenney?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.62M, iShares Russell 1000 ETF - $1.47M, iShares MSCI EAFE ETF - $833,804.52, Vanguard Real Estate ETF - $661,753.77, and iShares Core High Dividend ETF - $448,827.26. 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: Thermo Fisher Scientific Inc - $17,979.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Kenney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.55M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.34M, iShares MSCI EAFE ETF - $843,140.22, iShares Russell 1000 ETF - $727,648.41, Vanguard Real Estate ETF - $659,960.33, and iShares Core High Dividend ETF - $448,827.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Kenney's monthly returns?
Stephen Kenney'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 Stephen Kenney's strategy be considered aggressive or moderate?
Stephen Kenney'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 Stephen Kenney's strategy?
Stephen Kenney's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
