Kevin Zemann Portfolio
Invests via WealthPlan Investment Management LLC | Managed by Kevin Zemann
Invests via WealthPlan Investment Management LLC
Managed by Kevin Zemann
Automatically Tracked
Kevin Zemann Profile
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Investment Philosophy & Strategy
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
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:
47.29%
Gain +0.13%
Monthly
0.62%
Yearly
7.66%
Drawdown
16.44%
$1.97B
Equity
Holdings
$1.97B
Investment
$1.65B
$303.44M
Profit -$1.5M
Realized
-$21.43M
Unrealized
$324.86M
Dividends
$99.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
-$1.5M
Win %
73%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$10.69M
Win %
73%
This Month
Compared to last month
Gain
-0.81%
Profit
-$16.16M
Win %
73%
This Year
Compared to last year
Gain
10.07%
Profit
$180.38M
Win %
73%
IREN IREN Limited
+19.57%
+$72,919.56 
IMSR Terrestrial Energy Inc.
+5.08%
+$2,398.41 
BLOK Amplify Transformational Data Sharing ETF
+3.31%
+$27,345.42 
FETH Fidelity Ethereum Fund
+3.05%
+$8,005.2 
SPOT Spotify Technology S.A.
+2.98%
+$8,815.77 
CAG Conagra Brands Inc.
+2.7%
+$4,330.86 
ISRG Intuitive Surgical, Inc.
+2.24%
+$38,037 
MSFT Microsoft Corp.
+2.15%
+$686,840.77 
INTC Intel Corporation
+2.12%
+$203,912.94 
INOD Innodata Inc.
+2.09%
+$10,994.39 
GEV GE Vernova Inc.
+2.07%
+$115,075.66 
BITW Bitwise 10 Crypto Index Fund
+2.03%
+$12,038.21 
AVGO Broadcom Inc.
+1.98%
+$246,367.98 
MU Micron Technology, Inc.
+1.95%
+$204,080.11 
PLTR Palantir Technologies Inc.
+1.87%
+$125,604.44 
UAL United Airlines Holdings, Inc.
+1.83%
+$7,277.39 
OSCR Oscar Health, Inc.
+1.75%
+$12,043.14 
TMUS T-Mobile US, Inc.
+1.67%
+$59,795.88 
ZLAB Zai Lab Ltd.
+1.58%
+$11,763.52 
ALL Allstate Corporation
+1.58%
+$4,704.36 
AMD Advanced Micro Devices, Inc.
+1.57%
+$120,867.41 
QUBT Quantum Computing Inc.
+1.54%
+$3,269.88 
DOW Dow Inc.
+1.52%
+$3,482.93 
GOOG Alphabet Inc
+1.52%
+$471,476.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.5%
+$24,547.32 
GOOGL Alphabet Inc
+1.5%
+$485,005.86 
IBIT iShares Bitcoin Trust
+1.49%
+$17,748.18 
NOW ServiceNow, Inc.
+1.48%
+$8,407.35 
SDD ProShares UltraShort SmallCap600
+1.47%
+$2,456.04 
GBTC Grayscale Bitcoin Trust ETF
+1.47%
+$24,147.67 
CIEN Ciena Corporation
+1.24%
+$3,883.68 
CVX Chevron Corporation
+1.21%
+$177,137.32 
VLO Valero Energy Corporation
+1.19%
+$5,394.84 
EMKT Lazard Emerging Markets Opportunities ETF
+1.18%
+$2,983.4 
BKE Buckle Inc.
+1.14%
+$6,524.22 
AMZN Amazon.com Inc
+1.12%
+$223,170.84 
STZ Constellation Brands, Inc.
+1.11%
+$15,973.64 
SCHW Charles Schwab Corporation
+1.07%
+$31,438.87 
GXPC Global X PureCap MSCI Communication Services ETF
+1%
+$37,989.3 
ABT Abbott Laboratories
+0.99%
+$34,098 
RGTI Rigetti Computing Inc
+0.99%
+$10,982.16 
OKLO Oklo Inc.
+0.95%
+$1,858.44 
LNG Cheniere Energy Inc.
+0.94%
+$17,403.62 
ARM Arm Holdings plc American Depositary Receipt
+0.91%
+$14,442.56 
MPC Marathon Petroleum Corporation
+0.9%
+$3,771.6 
ACN Accenture plc Class A
+0.86%
+$1,424.34 
PIT VanEck Commodity Strategy ETF
+0.86%
+$3,283.52 
CASY Casey's General Stores Inc.
+0.85%
+$155,916.28 
T AT&T Inc.
+0.8%
+$17,215.28 
TJX The TJX Companies, Inc.
+0.79%
+$5,479.43 
VRT Vertiv Holdings Co
+0.77%
+$17,048.85 
SHOP Shopify Inc.
+0.74%
+$2,698.36 
MA Mastercard Incorporated
+0.72%
+$66,560.96 
DUK Duke Energy Corporation
+0.71%
+$4,658.26 
XOM Exxon Mobil Corporation
+0.7%
+$109,233.19 
KO The Coca-Cola Company
+0.67%
+$51,933.75 
V Visa Inc. Class A
+0.67%
+$55,343.24 
MO Altria Group, Inc.
+0.6%
+$3,390.45 
SEMI Columbia Select Technology ETF
+0.6%
+$20,181.48 
HON Honeywell International Inc.
+0.52%
+$1,388.52 
FSCO FS Credit Opportunities Corp.
+0.51%
+$2,253.43 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.49%
+$1,503.36 
XLE Energy Select Sector SPDR Fund
+0.48%
+$10,375.75 
NOC Northrop Grumman Corporation
+0.47%
+$2,905.71 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$987.84 
CEG Constellation Energy Corporation
+0.44%
+$1,943.61 
LYV Live Nation Entertainment, Inc.
+0.42%
+$1,711.59 
IGM iShares Expanded Tech Sector ETF
+0.42%
+$1,994.88 
SKYY First Trust Cloud Computing ETF
+0.41%
+$3,337.04 
ANET Arista Networks, Inc.
+0.41%
+$18,112.5 
TSN Tyson Foods Inc.
+0.4%
+$13,183.14 
ETN Eaton Corporation plc
+0.39%
+$1,756.56 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$3,591.84 
SLV iShares Silver Trust
+0.37%
+$832.2 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.37%
+$1,098.79 
RPG Invesco S&P 500 Pure Growth ETF
+0.35%
+$931.2 
APD Air Products and Chemicals, Inc.
+0.35%
+$8,714.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$140,845.38 
MKL Markel Group Inc.
+0.33%
+$2,906.06 
XAR SPDR S&P Aerospace & Defense ETF
+0.33%
+$978.34 
FLBL Franklin Senior Loan ETF
+0.3%
+$12,711.86 
LULU lululemon athletica inc.
+0.29%
+$774.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$12,730.71 
IYW iShares U.S. Technology ETF
+0.29%
+$4,018.5 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$1,684.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$17,589 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.25%
+$7,664.64 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.24%
+$595.7 
IXN iShares Global Tech ETF
+0.23%
+$635.19 
NVDA NVIDIA Corporation
+0.23%
+$129,584.58 
CFR Cullen/Frost Bankers Inc.
+0.22%
+$9,039.72 
ACEI Innovator Equity Accelerated Income Strategy ETF
+0.21%
+$2,783.4 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.18%
+$1,255.06 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.16%
+$678.98 
BDEC Innovator U.S. Equity Buffer ETF
+0.16%
+$2,537.69 
MDT Medtronic plc
+0.16%
+$710.58 
HIGH Simplify Enhanced Income ETF
+0.14%
+$3,700.07 
IBM International Business Machines Corporation
+0.14%
+$6,219.9 
LMT Lockheed Martin Corporation
+0.14%
+$7,094.23 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$7,655.68 
HEQT Simplify Hedged Equity ETF
+0.12%
+$14,876.64 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.12%
+$1,354 
VGT Vanguard Information Technology ETF
+0.12%
+$707.21 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.11%
+$363.6 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$2,930.22 
AOS A. O. Smith Corporation
+0.1%
+$816.84 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$25,936.5 
FTLS First Trust Long/Short Equity ETF
+0.09%
+$9,310.7 
UMAR Innovator U.S. Equity Ultra Fund
+0.09%
+$1,543.54 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$677.04 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.08%
+$420.08 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.07%
+$246.78 
FTEC Fidelity MSCI Information Technology Index ETF
+0.07%
+$644.6 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.07%
+$157.47 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$1,217.6 
XLK State Street Technology Select Sector SPDR ETF
+0.06%
+$1,656.27 
CHAT Roundhill Generative AI & Technology ETF
+0.06%
+$818.35 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.06%
+$8,070.56 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.04%
+$2,445.17 
IJAN Innovator International Developed Power Buffer ETF - January
+0.04%
+$158.5 
RAAX VanEck Real Assets ETF
+0.04%
+$148.09 
VUG Vanguard Growth ETF
+0.04%
+$455.76 
USB U.S. Bancorp
+0.03%
+$96.62 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$5,304.65 
SCUS Schwab Ultra-Short Income ETF
+0.03%
+$176.83 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.03%
+$953.14 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$2,426.19 
ACII Innovator Index Autocallable Income ETF
+0.02%
+$284.13 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$572.42 
GMUB Goldman Sachs Municipal Income ETF
+0.02%
+$144.49 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$973.4 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$115.3 
TXN Texas Instruments Inc
+0.02%
+$1,037.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,719.99 
SGVT Schwab Government Money Market ETF
+0.01%
+$167.5 
TOPT iShares Top 20 U.S. Stocks ETF
+0.01%
+$63.05 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$1,645.2 
PAAA PGIM AAA CLO ETF
+0.01%
+$1,570.24 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$281.76 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FSSL
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
MRCP
0%
$0 
PCFI Polen Floating Rate Income ETF
0%
$0 
RR Richtech Robotics Inc.
0%
$0 
TRUT VanEck Technology TruSector ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UDEC Innovator U.S. Equity Ultra Fund
0%
$0 
GPRE Green Plains Inc.
-12.48%
-$30,494.4 
CVNA Carvana Co.
-4.69%
-$37,651.4 
ORCL Oracle Corporation
-3.99%
-$205,919.28 
KKR KKR & Co. Inc.
-3.91%
-$8,761.1 
VOYG Voyager Technologies, Inc.
-3.75%
-$120,549.66 
DELL Dell Technologies Inc.
-3.66%
-$172,744.44 
AXSM Axsome Therapeutics, Inc.
-3.63%
-$14,253.8 
RPM RPM International Inc.
-3.28%
-$90,772.3 
GOLF Acushnet Holdings Corp.
-3.1%
-$52,663.08 
TSLA Tesla, Inc.
-2.97%
-$265,538.7 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$125,357.28 
PANW Palo Alto Networks, Inc.
-2.79%
-$63,536.82 
NVS Novartis AG Sponsored ADR
-2.74%
-$40,438.71 
LLY Eli Lilly and Company
-2.74%
-$344,650.66 
BX Blackstone Inc.
-2.62%
-$87,548.4 
AZN AstraZeneca PLC American Depositary Shares
-2.6%
-$177,377.95 
KLAC KLA Corporation
-2.48%
-$47,406.45 
NUE Nucor Corporation
-2.47%
-$204,744.15 
MRK Merck & Co., Inc.
-2.42%
-$108,128.37 
IBRX ImmunityBio, Inc.
-2.41%
-$2,525.25 
RY Royal Bank of Canada
-2.32%
-$6,730 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$83,060.64 
GE General Electric Company
-2.16%
-$64,969.91 
ALB Albemarle Corporation
-2.16%
-$54,637.27 
DOV Dover Corporation
-2.15%
-$55,522 
AAPL Apple Inc.
-2.14%
-$3.02M 
STLD Steel Dynamics Inc.
-2.13%
-$6,947.68 
FDX FedEx Corporation
-2.13%
-$8,937.76 
EMR Emerson Electric Co.
-2.12%
-$111,199.36 
MNST Monster Beverage Corporation
-2.1%
-$8,290.2 
LRCX Lam Research Corporation
-2.09%
-$50,331.84 
BA Boeing Company
-2.08%
-$14,495 
NFLX Netflix, Inc.
-2%
-$67,936.02 
GPC Genuine Parts Company
-1.92%
-$67,178.4 
LOW Lowe's Companies Inc.
-1.91%
-$36,821.92 
VLY Valley National Bancorp
-1.87%
-$4,436.88 
DE Deere & Company
-1.86%
-$12,753.89 
UNP Union Pacific Corporation
-1.85%
-$67,376.27 
WMT Walmart Inc.
-1.79%
-$301,401.84 
CAT Caterpillar Inc.
-1.76%
-$213,848.1 
XYL Xylem Inc.
-1.76%
-$8,233.92 
DCTH Delcath Systems Inc.
-1.72%
-$3,837.46 
HD The Home Depot, Inc.
-1.71%
-$115,173.57 
CATX Perspective Therapeutics Inc.
-1.67%
-$20,203.55 
JNJ Johnson & Johnson
-1.66%
-$251,274.9 
IMAX Imax Corporation
-1.63%
-$4,065.92 
F Ford Motor Company
-1.62%
-$7,768.48 
HYIN WisdomTree Alternative Income Mutual Fund
-1.53%
-$93,347.32 
SNPS Synopsys, Inc.
-1.51%
-$6,954.74 
PCAR PACCAR Inc.
-1.48%
-$4,510.44 
BAC Bank of America Corporation
-1.35%
-$45,937.18 
CMC Commercial Metals Company
-1.34%
-$4,272 
WFC Wells Fargo & Company
-1.33%
-$13,188.97 
GGG Graco Inc.
-1.3%
-$44,254.31 
CHRW C.H. Robinson Worldwide, Inc.
-1.29%
-$6,849.9 
FIW First Trust Water ETF
-1.23%
-$5,157.74 
PFE Pfizer Inc.
-1.22%
-$20,402.67 
MDLZ Mondelez International, Inc.
-1.2%
-$6,478.02 
PEP PepsiCo, Inc.
-1.2%
-$54,439.8 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$44,116.8 
DHR Danaher Corporation
-1.13%
-$4,677.75 
CSCO Cisco Systems, Inc.
-1.11%
-$4,467.72 
IEV iShares Europe ETF
-1.1%
-$9,415.2 
VMI Valmont Industries, Inc.
-1.07%
-$140,453.7 
ADBE Adobe Inc.
-1.06%
-$13,810.02 
PNC The PNC Financial Services Group, Inc.
-1.06%
-$32,782.26 
PEG Public Service Enterprise Group Incorporated
-1.04%
-$4,084.42 
MDYV SPDR S&P 400 Mid Cap Value ETF
-1.02%
-$6,179.87 
UNH UnitedHealth Group Incorporated
-0.99%
-$92,423.52 
ARCC Ares Capital Corporation
-0.99%
-$4,948.74 
UMBF UMB Financial Corporation
-0.99%
-$6,148.8 
AXP American Express Company
-0.97%
-$23,722.31 
BMY Bristol-Myers Squibb Company
-0.92%
-$5,877.2 
GS The Goldman Sachs Group, Inc.
-0.92%
-$2,970.08 
WPC W. P. Carey Inc.
-0.91%
-$8,126.13 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.86%
-$4,339.44 
QCOM QUALCOMM Incorporated
-0.85%
-$4,236.92 
EW Edwards Lifesciences Corporation
-0.84%
-$5,118.48 
IFRA iShares U.S. Infrastructure
-0.84%
-$1,859.15 
AEP American Electric Power Company, Inc.
-0.82%
-$5,547.01 
O Realty Income Corporation
-0.81%
-$32,600.76 
GILD Gilead Sciences Inc.
-0.8%
-$21,070.44 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$6,843 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$2,970.09 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.78%
-$7,700.04 
EFG iShares MSCI EAFE Growth ETF
-0.78%
-$14,701.46 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.76%
-$4,990.22 
AMAT Applied Materials, Inc.
-0.75%
-$74,950.92 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$8,546.67 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$12,923.82 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$9,547.44 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$2,666.3 
IJS iShares S&P Small-Cap 600 Value ETF
-0.72%
-$1,759.23 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$18,954.3 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$6,728.35 
ICOW Pacer Developed Markets International ETF
-0.7%
-$28,753.8 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$129,182.85 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.7%
-$105,424.96 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$6,184.73 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$8,290 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$4,905.12 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$3,589.86 
SNDA Sonida Senior Living Inc.
-0.69%
-$3,605.84 
VLTO Veralto Corporation
-0.68%
-$7,834.88 
NKE Nike, Inc. - Class B
-0.67%
-$7,121.3 
AGOX Adaptive Alpha Opportunities ETF
-0.67%
-$41,321.06 
IWN iShares Russell 2000 Value ETF
-0.67%
-$19,117.16 
AVIV Avantis International Large Cap Value ETF
-0.66%
-$2,271.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$3,338.72 
ASTS AST SpaceMobile, Inc.
-0.66%
-$19,737.96 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$3,523.01 
STXK Strive Small-Cap Equity Fund
-0.65%
-$23,232.25 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.65%
-$3,027.44 
JPM JPMorgan Chase & Co.
-0.65%
-$66,669.07 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.65%
-$1,923.44 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.65%
-$1,638.49 
SBUX Starbucks Corporation
-0.65%
-$3,764.48 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.64%
-$14,060.42 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.64%
-$3,242.8 
IVE ISHARES S&P 500 VALUE ETF
-0.63%
-$150,173.11 
IWM iShares Russell 2000 ETF
-0.62%
-$7,361.94 
MSIF MSC Income Fund Inc.
-0.62%
-$817.39 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$6,683.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$2,005.49 
DON WisdomTree U.S. MidCap Dividend Fund
-0.61%
-$4,320.4 
DGRO iShares Core Dividend Growth ETF
-0.6%
-$83,677.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$2,923.32 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.6%
-$3,256.6 
BRO Brown & Brown Inc.
-0.59%
-$11,131.91 
STXV Strive 1000 Value ETF
-0.59%
-$42,709.5 
AMGN Amgen Inc.
-0.58%
-$35,043.6 
NVR NVR, Inc.
-0.58%
-$1,240.14 
DTH WisdomTree International High Dividend Fund
-0.57%
-$12,367.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$3,346.06 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.56%
-$1,934.4 
PG Procter & Gamble Co
-0.56%
-$26,633.88 
SCHF Schwab International Equity ETF
-0.56%
-$152,917.05 
IQDF FlexShares International Quality Dividend Index Fund
-0.54%
-$3,177.74 
COST Costco Wholesale Corporation
-0.54%
-$70,143.45 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.54%
-$160,313.56 
SPGI S&P Global Inc.
-0.54%
-$8,657.25 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.54%
-$1,716.52 
XLU Utilities Select Sector SPDR Fund
-0.53%
-$1,587.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$28,503.73 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.51%
-$2,272.09 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.5%
-$7,348.47 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.5%
-$5,187 
IGRO iShares International Dividend Growth ETF
-0.5%
-$42,124.95 
JAVA JPMorgan Active Value ETF
-0.5%
-$130,358 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$4,402.63 
MSM MSC Industrial Direct Co., Inc.
-0.5%
-$31,683.24 
FEX First Trust Large Cap Core Fund A
-0.48%
-$3,481.98 
PFFD Global X U.S. Preferred ETF
-0.48%
-$12,856.5 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.48%
-$9,741 
C Citigroup Inc.
-0.48%
-$1,667.21 
RWL Invesco S&P 500 Revenue ETF
-0.48%
-$5,873.88 
IJUL Innovator International Developed Power Buffer ETF
-0.47%
-$1,939.53 
VTV Vanguard Value ETF
-0.46%
-$4,341.99 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$1,435.6 
QDF FlexShares Quality Dividend Index Fund
-0.46%
-$3,490.98 
RSP Invesco S&P 500 Equal Weight ETF
-0.46%
-$41,368.56 
JVAL JPMorgan U.S. Value Factor ETF
-0.45%
-$2,443.22 
IWD iShares Russell 1000 Value ETF
-0.44%
-$3,126.2 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$1,907.76 
APH Amphenol Corporation
-0.44%
-$5,018.64 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.44%
-$1,711.9 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$17,362.54 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$2,651.88 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.43%
-$2,216.66 
PRF Invesco FTSE RAFI US 1000 ETF
-0.42%
-$5,375.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$8,798.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.42%
-$4,340.17 
LW Lamb Weston Holdings, Inc.
-0.42%
-$1,144.65 
ABBV AbbVie Inc.
-0.41%
-$58,183.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.41%
-$1,596.21 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.39%
-$5,734.96 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.39%
-$1,095.54 
VO Vanguard Mid-Cap ETF
-0.39%
-$1,039.12 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.38%
-$1,748.38 
UBER Uber Technologies, Inc.
-0.37%
-$6,589.62 
HIMS Hims & Hers Health, Inc.
-0.36%
-$4,611.12 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$2,217.08 
STXE Strive Emerging Markets ex-China Mutual Fund
-0.36%
-$4,805.54 
QTUM Defiance Quantum ETF
-0.36%
-$1,292.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$5,916.6 
QLC FlexShares US Quality Large Cap Fund
-0.36%
-$4,547.91 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.34%
-$831.15 
IAPR Innovator International Developed Power Buffer ETF
-0.34%
-$1,418.73 
JGLO JPMorgan Global Select Equity ETF
-0.34%
-$81,202.08 
GM General Motors Company
-0.33%
-$1,177.75 
NTSI WisdomTree International Efficient Core Fund
-0.33%
-$3,056.94 
AGGH Simplify Aggregate Bond ETF
-0.32%
-$46,709.85 
BNDC FlexShares Core Select Bond Fund
-0.32%
-$1,058.82 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$1,951.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.31%
-$5,795.7 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$1,120.6 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.3%
-$65,991.25 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,268.74 
COWZ Pacer US Cash Cows 100 ETF
-0.29%
-$22,182.31 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$1,055.47 
RDVY First Trust Rising Dividend Achievers ETF
-0.29%
-$1,050.18 
HDV iShares Core High Dividend ETF
-0.28%
-$1,510 
AVIG Avantis Core Fixed Income ETF
-0.28%
-$934.14 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.28%
-$587.8 
SFLR Innovator Equity Managed Floor ETF
-0.27%
-$1,332.66 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.27%
-$2,383.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$852.96 
OUNZ VanEck Merk Gold Trust
-0.26%
-$845.8 
JCPB JPMorgan Core Plus Bond ETF
-0.26%
-$48,827.52 
EPS WisdomTree U.S. LargeCap Fund
-0.26%
-$91,827.4 
SQQQ ProShares UltraPro Short QQQ
-0.26%
-$995.5 
JHID John Hancock International High Dividend ETF
-0.25%
-$2,400.76 
REET iShares Global REIT ETF
-0.24%
-$1,670.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$55,601.76 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$2,273.26 
SCHX Schwab U.S. Large-Cap ETF
-0.24%
-$17,232.95 
CINF Cincinnati Financial Corporation
-0.24%
-$814.85 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$702.12 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$1,122.72 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$9,536.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$2,454.2 
STXG Strive 1000 Growth ETF
-0.23%
-$17,351.44 
GLD SPDR Gold Shares
-0.22%
-$3,809.72 
EYLD Cambria Emerging Shareholder Yield Fund
-0.22%
-$641.5 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.22%
-$976.16 
VZ Verizon Communications Inc.
-0.22%
-$14,025.33 
HYD VanEck High Yield Muni ETF
-0.21%
-$640.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$121,895.28 
IAU iShares Gold Trust
-0.21%
-$749.12 
VLUE iShares MSCI USA Value Factor ETF
-0.21%
-$739.85 
CRWV CoreWeave, Inc.
-0.2%
-$415.95 
IWB iShares Russell 1000 ETF
-0.2%
-$2,925.71 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$47,400.9 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.2%
-$577.5 
KTOS Kratos Defense & Security Solutions, Inc.
-0.2%
-$2,181.69 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.19%
-$1,415.23 
JULJ Innovative Premium Income Fund.
-0.19%
-$590.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.19%
-$4,390.08 
SGOL abrdn Physical Gold Shares ETF
-0.18%
-$964.81 
IVV iShares Core S&P 500 ETF
-0.18%
-$170,242.4 
VOO Vanguard S&P 500 ETF
-0.17%
-$4,127.69 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$15,526 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$438.08 
STXF Strive 500 ETF
-0.17%
-$6,876.64 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.16%
-$2,263.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.16%
-$1,816.13 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.15%
-$1,219.7 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.15%
-$717.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$2,256.41 
MTBA Simplify MBS ETF
-0.14%
-$20,074.81 
SUSL iShares ESG MSCI USA Leaders ETF
-0.14%
-$1,065.41 
TRV The Travelers Companies, Inc.
-0.14%
-$686.92 
PM Philip Morris International Inc.
-0.13%
-$1,489.2 
JFLX JPMorgan Flexible Debt ETF
-0.13%
-$12,815.66 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$724.13 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$532.12 
UTRE US Treasury 3 Year Note ETF
-0.11%
-$278.3 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$233.12 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
-0.1%
-$328.38 
CMF iShares California Muni Bond ETF
-0.1%
-$1,382.94 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.1%
-$567.42 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.1%
-$2,656.85 
GNMA iShares GNMA Bond ETF
-0.09%
-$233.68 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.09%
-$601.96 
FVAL Fidelity Value Factor ETF
-0.09%
-$230.23 
OEF iShares S&P 100 ETF
-0.09%
-$1,224.04 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$4,995.36 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.08%
-$195.17 
ROP Roper Technologies Inc.
-0.08%
-$580.8 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$735.6 
JMUB JPMorgan Municipal Bond ETF
-0.08%
-$840 
WM Waste Management, Inc.
-0.08%
-$291.27 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.07%
-$320.01 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.07%
-$2,547.12 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.07%
-$907.8 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$178.42 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$352.66 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.07%
-$6,879.3 
JANJ Innovative Premium Income 30 Barrier - January Fund
-0.06%
-$190.34 
XLG Invesco S&P 500 Top 50 ETF
-0.06%
-$1,437.35 
CLOI VanEck CLO ETF
-0.06%
-$6,024.57 
BUFR FT Vestladder Buffer ETF-USD I
-0.06%
-$7,565.8 
IOCT Innovator International Developed Power Buffer ETF – October
-0.05%
-$220.67 
JPIE JPMorgan Income ETF
-0.05%
-$1,088.08 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$746.27 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$286.6 
WTPI WisdomTree Equity Premium Income Fund
-0.05%
-$3,672.07 
CMCSA Comcast Corp
-0.04%
-$98.69 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$101.2 
OCTJ Inn Premier Income Fund
-0.04%
-$130.68 
MBSF Regan Floating Rate MBS ETF
-0.04%
-$1,238.03 
GAUG FT Vest US Equity Moderate Fund
-0.04%
-$612.93 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.04%
-$135.96 
MCD McDonald's Corporation
-0.03%
-$1,265.84 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.03%
-$1,298.46 
STXT Strive Total Return Bond ETF
-0.03%
-$594.12 
META Meta Platforms Inc Class A
-0.03%
-$6,712.64 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$244.74 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$108.63 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.02%
-$55.33 
BFLB BufferLABS US Equity Dynamic Buffer ETF
-0.02%
-$11,507.11 
NTSX WisdomTree U.S. Efficient Core Fund
-0.02%
-$148.07 
MAGS Roundhill Magnificent Seven Fund
-0.01%
-$42.41 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.01%
-$262.85 
ADP Automatic Data Processing Inc.
-0.01%
-$56.08 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$66.69 
IWP iShares Russell Mid-Cap Growth ETF
-0.01%
-$75.17 Events
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Dividends
Dividend Analysis
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| Trades 4896 | Longs Won 2586/4896 52% | Profit Factor 2.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $776,933.27 |
| Average Win $210,370.29 | Best Trade (Jul 19) $41.76M | Sharpe Ratio -10.32 |
| Average Loss -$104,147.82 | Worst Trade (Dec 31) -$6.94M | Z-Score -14.7 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $61,976.33 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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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FAQ
Which stocks have generated the highest profits for Kevin Zemann?
The largest contributions to the portfolio's profits come from the following stocks: Casey's General Stores Inc - $9.45M, Apple Inc - $6.83M, Simplify Hedged Equity ETF - $5.5M, International Business Machines Corporation - $4.93M, and Lincoln Electric Holdings, Inc - $4.76M. 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: Stanley Black & Decker Inc - $6.22M, Medtronic plc - $5.28M, Target Corporation - $4.04M, Amazon.com Inc - $3.65M, and Quadratic Interest Rate Volatility and Inflation Hedge ETF - $3.41M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Zemann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $99.35M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.3M, Chevron Corporation - $2.19M, VANGUARD TOTAL STOCK MKT ETF - $2.19M, Realty Income Corporation - $2.1M, and Schwab International Equity ETF - $2.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Zemann's monthly returns?
Kevin Zemann'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 Kevin Zemann's strategy be considered aggressive or moderate?
Kevin Zemann's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Zemann's strategy?
Kevin Zemann'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.
