DKK
David K. Kruft Portfolio
Invests via Sageworth Trust Co. of South Dakota | Managed by David K. Kruft
Invests via Sageworth Trust Co. of South Dakota
Managed by David K. Kruft
Automatically Tracked
David K. Kruft Profile
David K. Kruft is a seasoned operating executive with extensive experience in driving growth within the technology sector. His career includes significant roles where he has effectively led cross-functional teams to deliver innovative products that meet evolving market needs. With a deep understanding of strategic business development, David has successfully navigated complex organizational challenges and leveraged emerging technologies to enhance operational efficiencies. He plays an influential role in shaping corporate strategy, positioning companies for expansion in competitive landscapes while maximizing stakeholder value through collaboration and innovation.
David K. Kruft is a seasoned operating executive with extensive experience in driving growth within the technology sector. His career includes significant roles where he has effectively led cross-functional teams to deliver innovative products that meet evolving market needs. With a deep understanding of strategic business development, David has successfully navigated complex organizational challenges and leveraged emerging technologies to enhance operational efficiencies. He plays an influential role in shaping corporate strategy, positioning companies for expansion in competitive landscapes while maximizing stakeholder value through collaboration and innovation.
Investment Philosophy & Strategy
Growth-oriented strategies define David K. Kruft's investment approach, reflecting his background in the technology sector. With a focus on innovation, he identifies and harnesses market trends to develop compelling business opportunities. His operational insight allows for an astute understanding of competitive dynamics, guiding strategic decisions that emphasize scalability and efficiency. Drawing from his extensive experience in leadership roles, investment selections are influenced by their potential to leverage cutting-edge technologies and respond proactively to changing consumer demands. By prioritizing adaptive execution methodologies, he aims for sustainable growth trajectories across ventures.
Growth-oriented strategies define David K. Kruft's investment approach, reflecting his background in the technology sector. With a focus on innovation, he identifies and harnesses market trends to develop compelling business opportunities. His operational insight allows for an astute understanding of competitive dynamics, guiding strategic decisions that emphasize scalability and efficiency. Drawing from his extensive experience in leadership roles, investment selections are influenced by their potential to leverage cutting-edge technologies and respond proactively to changing consumer demands. By prioritizing adaptive execution methodologies, he aims for sustainable growth trajectories across ventures.
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:
109.71%
Gain -1.42%
Monthly
1.04%
Yearly
13.26%
Drawdown
25.83%
$116.55M
Equity
Holdings
$116.55M
Investment
$87.28M
$29.85M
Profit -$763,835.88
Realized
$581,886.15
Unrealized
$29.27M
Dividends
$5.12M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.42%
Profit
-$763,835.88
Win %
75%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$763,835.88
Win %
75%
This Month
Compared to last month
Gain
-1.56%
Profit
-$1.85M
Win %
75%
This Year
Compared to last year
Gain
-0.04%
Profit
-$48,728.5
Win %
77%
AZN AstraZeneca PLC American Depositary Shares
+2.22%
+$8,549.77 
MSFT Microsoft Corp.
+1.97%
+$7,647.96 
DHR Danaher Corporation
+1.58%
+$15,967.48 
LHX L3Harris Technologies, Inc.
+1.41%
+$22,552.28 
XDIV Roundhill S&P 500 No Dividend Target ETF
+0.95%
+$2,398.2 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$13,270.42 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$1,870 
AAPL Apple Inc.
+0.24%
+$718.47 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EAGL Eagle Capital Select Equity ETF
0%
$0 4662
46625H100
0%
$0 0207
02079K305
0%
$0 0207
02079K107
0%
$0 7846
78462F103
0%
$0 2082
20825C104
0%
$0 8941
89417E109
0%
$0 0307
03073E105
0%
$0 3023
30231G102
0%
$0 1113
11135F101
0%
$0 2216
22160K105
0%
$0 7425
74251V102
0%
$0 N070
N07059202
0%
$0 7551
75513E101
0%
$0 9233
92338C103
0%
$0 0929
09290D101
0%
$0 2543
25434V732
0%
$0 2543
25434V799
0%
$0 2543
25434V625
0%
$0 2543
25434V500
0%
$0 3682
36828A101
0%
$0 
FIX Comfort Systems USA, Inc.
-6.35%
-$11,278.05 
CMI Cummins Inc.
-2.84%
-$64,046.31 
GE General Electric Company
-1.88%
-$3,702.72 
GLD SPDR Gold Shares
-1.51%
-$6,230.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.34%
-$106,208.7 
VSGX Vanguard ESG International Stock ETF
-1.3%
-$14,665.32 
VEU Vanguard FTSE All-World ex-US ETF
-1.3%
-$4,200.1 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.27%
-$59,007.76 
AMZN Amazon.com Inc
-1.26%
-$65,924.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$186,701.9 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.18%
-$5,075.92 
MLPX Global X MLP & Energy Infrastructure ETF
-1.1%
-$6,886.51 
IGIC International General Insurance Holdings Ltd.
-0.96%
-$6,127.5 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$2,160.18 
TTE TotalEnergies SE
-0.81%
-$2,698.04 
ACWI iShares MSCI ACWI ETF
-0.81%
-$40,069.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.7%
-$4,243.4 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$7,380.89 
QDF FlexShares Quality Dividend Index Fund
-0.57%
-$6,986.72 
JHML John Hancock Multifactor Large Cap ETF
-0.52%
-$2,889.09 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,132.32 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$1,533 
VTV Vanguard Value ETF
-0.49%
-$9,451.39 
DFAU Dimensional US Core Equity Market ETF
-0.48%
-$19,906.03 
IVV iShares Core S&P 500 ETF
-0.47%
-$9,018.02 
VOO Vanguard S&P 500 ETF
-0.46%
-$90,865.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$123,222 
IWM iShares Russell 2000 ETF
-0.35%
-$4,670.24 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$3,527.16 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$397.6 
TJX The TJX Companies, Inc.
-0.02%
-$661.02 Events
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Dividends
Dividend Analysis
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| Trades 2196 | Longs Won 803/2196 36% | Profit Factor 5.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $110,759.12 |
| Average Win $45,530.8 | Best Trade (Aug 13) $2.35M | Sharpe Ratio -1.05 |
| Average Loss -$4,818.21 | Worst Trade (Mar 31) -$398,340.4 | Z-Score -10.23 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $13,592.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0207 02079K107 | 6,055 | $1,113.35 | $582.74 | - | -$530.61 | -47.66% | 0.0 |
| 0207 02079K305 | 7,754 | $1,088 | $741.73 | - | -$346.27 | -31.83% | 0.0 |
| 0307 03073E105 | 5,467 | $1,368.19 | $1,228.33 | - | -$139.86 | -10.22% | 0.0 |
| 0929 09290D101 | 585 | $599.69 | $599.69 | - | - | - | 0.0 |
| 1113 11135F101 | 1,353 | $418.77 | $418.77 | - | - | - | 0.0 |
| 2082 20825C104 | 7,875 | $936.68 | $929.63 | - | -$7.05 | -0.75% | 0.0 |
| 2216 22160K105 | 451 | $421.9 | $421.9 | - | - | - | 0.0 |
| 2543 25434V500 | 98,702 | $6,661.43 | $6,288.3 | - | -$373.13 | -5.6% | 0.0 |
| 2543 25434V625 | 111,540 | $7,844.29 | $7,456.45 | - | -$387.84 | -4.94% | 0.0 |
| 2543 25434V732 | 155,277 | $5,130.68 | $4,608.62 | - | -$522.06 | -10.18% | 0.0 |
| 2543 25434V799 | 221,248 | $7,256.27 | $6,878.6 | - | -$377.67 | -5.2% | 0.0 |
| 3023 30231G102 | 5,025 | $634.54 | $554.39 | - | -$80.15 | -12.63% | 0.0 |
| 3682 36828A101 | 204 | $178.07 | $178.07 | - | - | - | 0.0 |
| 4662 46625H100 | 682 | $200.62 | $200.62 | - | - | - | 0.0 |
| 7425 74251V102 | 2,528 | $182.85 | $182.85 | - | - | - | 0.0 |
| 7551 75513E101 | 1,201 | $231.67 | $231.67 | - | - | - | 0.0 |
| 7846 78462F103 | 1,110 | $636.87 | $636.87 | - | - | - | 0.0 |
| 8941 89417E109 | 1,802 | $317.28 | $312.93 | - | -$4.35 | -1.37% | 0.0 |
| 9233 92338C103 | 2,384 | $211.41 | $211.41 | - | - | - | 0.0 |
| AAPL Apple Inc. | 887 | $225,111.73 | $295,441.96 | - | $70,330.23 | 31.24% | +0.244% |
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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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FAQ
Which stocks have generated the highest profits for David K. Kruft?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI ACWI ETF - $838,003.81, Vanguard International High Dividend Yield Index Fund - $807,094.25, VANGUARD TOTAL STOCK MKT ETF - $760,784.63, Vanguard Value ETF - $683,259.74, and ISHARES MSCI ACWI EX U.S. ETF - $517,621.15. 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: Amazon.com Inc - $584,730.61, Danaher Corporation - $504,185.13, Baxter International Inc - $337,871.74, Starbucks Corporation - $177,866.22, and Globant S.A - $127,605.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David K. Kruft's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.12M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $807,284.85, Vanguard Total International Stock Index Fund Investor Shares - $758,989.62, iShares MSCI ACWI ETF - $462,226.71, Vanguard International High Dividend Yield Index Fund - $319,024.33, and ISHARES MSCI ACWI EX U.S. ETF - $311,931.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David K. Kruft's monthly returns?
David K. Kruft'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 David K. Kruft's strategy be considered aggressive or moderate?
David K. Kruft's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David K. Kruft's strategy?
David K. Kruft'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.
