RC
Robert Chess Portfolio
Invests via L.M. Kohn & Company | Managed by Carl R. Hollister, Drew Kohn
Invests via L.M. Kohn & Company
Managed by Carl R. Hollister, Drew Kohn
Automatically Tracked
Robert Chess Profile
With a distinguished career in corporate leadership and strategic development, Robert Chess has made significant contributions to various sectors, notably in telecommunications and technology. His extensive experience as an executive at prominent companies has equipped him with a keen understanding of market dynamics and operational excellence. He is recognized for his role in scaling business operations while fostering innovation within organizations. Chess's insights into regulatory environments enhance his relevance to investors navigating complex markets. Through strategic partnerships and effective governance, he continues to influence the trajectory of the firms he engages with.
With a distinguished career in corporate leadership and strategic development, Robert Chess has made significant contributions to various sectors, notably in telecommunications and technology. His extensive experience as an executive at prominent companies has equipped him with a keen understanding of market dynamics and operational excellence. He is recognized for his role in scaling business operations while fostering innovation within organizations. Chess's insights into regulatory environments enhance his relevance to investors navigating complex markets. Through strategic partnerships and effective governance, he continues to influence the trajectory of the firms he engages with.
Investment Philosophy & Strategy
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:
46.94%
Gain -8.18%
Monthly
0.67%
Yearly
8.38%
Drawdown
22.37%
$89.89M
Equity
Holdings
$89.89M
Investment
$65.34M
$118.39M
Profit +$270,569.86
Realized
$93.83M
Unrealized
$24.55M
Dividends
$19.96M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-8.18%
Profit
$270,569.86
Win %
81%
This Week
Compared To Last Week
Gain
0.3%
Profit
$270,569.86
Win %
81%
This Month
Compared to last month
Gain
1.83%
Profit
$1.61M
Win %
81%
This Year
Compared to last year
Gain
10.36%
Profit
$8.44M
Win %
81%
CHEV Charging Robotics Inc.
+658.16%
+$3,991.74 
AAPL Apple Inc.
+4.84%
+$279,613.5 
LMT Lockheed Martin Corporation
+4.62%
+$37,869.42 
GDX VanEck Gold Miners ETF
+4.48%
+$18,695.04 
MCD McDonald's Corporation
+4.16%
+$25,345.62 
RTX RTX Corporation
+3.9%
+$14,290.11 
JNJ Johnson & Johnson
+3.57%
+$41,648.86 
KO The Coca-Cola Company
+3.51%
+$16,923.3 
ABT Abbott Laboratories
+3.49%
+$5,467.56 
LHX L3Harris Technologies, Inc.
+3.37%
+$8,364 
MRK Merck & Co., Inc.
+3.34%
+$13,726.44 
MA Mastercard Incorporated
+3.24%
+$16,017.76 
V Visa Inc. Class A
+3.15%
+$13,724.12 
DUK Duke Energy Corporation
+3.04%
+$12,351.78 
SO The Southern Company
+3.01%
+$12,555.4 
TDG TransDigm Group Inc.
+3%
+$9,827.49 
COST Costco Wholesale Corporation
+2.92%
+$52,758 
WMT Walmart Inc.
+2.77%
+$22,746.64 
BX Blackstone Inc.
+2.7%
+$31,104.9 
PG Procter & Gamble Co
+2.7%
+$91,532.27 
XLV Health Care Select Sector SPDR Fund
+2.63%
+$33,087.76 
PM Philip Morris International Inc.
+2.58%
+$15,654.44 
AEP American Electric Power Company, Inc.
+2.56%
+$6,227.98 
XBI SPDR S&P Biotech ETF
+2.5%
+$59,451.7 
GBTC Grayscale Bitcoin Trust ETF
+2.45%
+$4,172.4 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+2.29%
+$2,849.44 
NEE NextEra Energy, Inc.
+2.28%
+$5,322.94 
PEP PepsiCo, Inc.
+2.17%
+$13,347.72 
XLP Consumer Staples Select Sector SPDR Fund
+2.03%
+$18,924.62 
HD The Home Depot, Inc.
+2.01%
+$8,111.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.91%
+$12,694.32 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.9%
+$5,835.75 
LLY Eli Lilly and Company
+1.86%
+$10,198.22 
SHW The Sherwin-Williams Company
+1.86%
+$9,548.58 
PFE Pfizer Inc.
+1.84%
+$8,510.48 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.66%
+$20,371.9 
MO Altria Group, Inc.
+1.64%
+$7,786.35 
UNP Union Pacific Corporation
+1.63%
+$9,039.98 
MSFT Microsoft Corp.
+1.62%
+$48,680.11 
BRK-B Berkshire Hathaway Inc.
+1.61%
+$24,377.28 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.59%
+$3,515.4 
BLK BlackRock, Inc.
+1.57%
+$5,756.24 
ENB Enbridge Inc.
+1.48%
+$4,024.27 
BME BlackRock Health Sciences Opportunities Portfolio
+1.44%
+$3,526.57 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.44%
+$6,485.51 
VZ Verizon Communications Inc.
+1.36%
+$7,248.69 
VNQ Vanguard Real Estate ETF
+1.24%
+$8,948.38 
NSC Norfolk Southern Corporation
+1.17%
+$3,162 
IBM International Business Machines Corporation
+1.14%
+$6,029.86 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+1.05%
+$3,711.95 
JEPI JPMorgan Equity Premium Income Fund
+1.05%
+$3,219.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$6,252.66 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.02%
+$4,219.88 
MLPA Global X MLP ETF
+1%
+$2,885.85 
MS Morgan Stanley
+0.98%
+$2,690.99 
VIG Vanguard Dividend Appreciation ETF
+0.91%
+$9,473.72 
XLE Energy Select Sector SPDR Fund
+0.78%
+$6,388.62 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.76%
+$7,237.3 
VDE Vanguard Energy ETF
+0.74%
+$1,742.7 
SUN Sunoco L.P.
+0.72%
+$2,646 
XOM Exxon Mobil Corporation
+0.59%
+$7,869.11 
MPC Marathon Petroleum Corporation
+0.56%
+$1,730.13 
T AT&T Inc.
+0.49%
+$1,806.1 
AMZN Amazon.com Inc
+0.4%
+$12,846.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.37%
+$1,429.1 
LQTI FT Vest Investment Grade & Target Income ETF
+0.31%
+$1,008 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$3,663 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.26%
+$679 
CGCP Capital Group Core Plus Income ETF
+0.23%
+$480 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.17%
+$374.24 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.14%
+$337.05 
VO Vanguard Mid-Cap ETF
+0.14%
+$319 
GS The Goldman Sachs Group, Inc.
+0.14%
+$429.51 
JPM JPMorgan Chase & Co.
+0.12%
+$3,215.54 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$64.02 
BUFR FT Vestladder Buffer ETF-USD I
+0.11%
+$1,304.32 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$325.21 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$336.62 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$673.81 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$199.8 
EPRF Innovator S&P Investment Grade Preferred ETF
+0.04%
+$94.99 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$41.19 
33740U703
0%
$0 
FB ProShares S&P 500 Dynamic Buffer ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
PALOU Paloma Acquisition Corp I Unit
0%
$0 
SRLN
0%
$0 
XIMR
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
-6.17%
-$36,475.34 
AMD Advanced Micro Devices, Inc.
-4.26%
-$73,469.13 
CSCO Cisco Systems, Inc.
-3.69%
-$26,796.97 
QCOM QUALCOMM Incorporated
-3.12%
-$14,855.4 
CMI Cummins Inc.
-3.02%
-$16,908.4 
CAT Caterpillar Inc.
-2.81%
-$46,420.1 
XLK State Street Technology Select Sector SPDR ETF
-2.71%
-$49,746.7 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$24,712.62 
ORCL Oracle Corporation
-1.56%
-$8,986.9 
AIA iShares Asia 50 ETF
-1.52%
-$8,356.59 
NVDA NVIDIA Corporation
-1.39%
-$31,913.75 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$18,460.26 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.35%
-$3,029.4 
MTB M&T Bank Corporation
-1.27%
-$5,090.06 
PANW Palo Alto Networks, Inc.
-1.13%
-$6,965.02 
CHW Calamos Global Dynamic Income Fund
-1.13%
-$2,283.6 
DE Deere & Company
-1.01%
-$3,186.35 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.82%
-$3,369.77 
RDVI FT Vest Rising Dividend Achievers Fund
-0.55%
-$2,540.8 
RDVY First Trust Rising Dividend Achievers ETF
-0.55%
-$1,631.96 
GIS General Mills, Inc.
-0.53%
-$823.2 
GOOG Alphabet Inc
-0.48%
-$1,692.92 
GOOGL Alphabet Inc
-0.36%
-$12,355.1 
EMR Emerson Electric Co.
-0.34%
-$1,728.65 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.26%
-$2,056.18 
BIZD VanEck BDC Income ETF
-0.24%
-$401.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$1,547.79 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$1,364.13 
PH Parker-Hannifin Corporation
-0.1%
-$1,103.99 
VOO Vanguard S&P 500 ETF
-0.09%
-$2,154.47 
CVS CVS Health Corporation
-0.09%
-$256.5 
FAPR FT Vest U.S. Equity Buffer ETF
-0.01%
-$32.31 Events
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Dividends
Dividend Analysis
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| Trades 3248 | Longs Won 1782/3248 54% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440,153.16 |
| Average Win $78,905.81 | Best Trade (Sep 30) $19.94M | Sharpe Ratio -29.85 |
| Average Loss -$15,158.48 | Worst Trade (Mar 31) -$672,767.58 | Z-Score -10.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $36,449.45 |
| 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% | 0.05% | 2.87% |
| Consecutive Losing Trades | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
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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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