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:
64.91%
Gain +0.08%
Monthly
0.75%
Yearly
9.39%
Drawdown
22.34%
$93.91M
Equity
Holdings
$93.91M
Investment
$88.77M
$115.14M
Profit +$333,707.42
Realized
$88.34M
Unrealized
$26.8M
Dividends
$21.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$333,707.42
Win %
79%
This Week
Compared To Last Week
Gain
0.6%
Profit
$556,242.77
Win %
79%
This Month
Compared to last month
Gain
0.93%
Profit
$867,988.16
Win %
79%
This Year
Compared to last year
Gain
12.37%
Profit
$10.33M
Win %
79%
CSCO Cisco Systems, Inc.
+4.54%
+$31,759.36 
PANW Palo Alto Networks, Inc.
+3.23%
+$23,012.5 
XLU Utilities Select Sector SPDR Fund
+2.98%
+$29,904.7 
AMD Advanced Micro Devices, Inc.
+2.8%
+$56,296.62 
CMI Cummins Inc.
+2.28%
+$9,790.8 
NEE NextEra Energy, Inc.
+2.1%
+$4,323.2 
WMT Walmart Inc.
+2.03%
+$16,043.16 
HD The Home Depot, Inc.
+1.97%
+$6,365.46 
SO The Southern Company
+1.97%
+$7,243.5 
AMZN Amazon.com Inc
+1.95%
+$64,763.16 
CHW Calamos Global Dynamic Income Fund
+1.87%
+$3,425.4 
CAT Caterpillar Inc.
+1.8%
+$25,474.5 
MRK Merck & Co., Inc.
+1.72%
+$7,862.4 
PG Procter & Gamble Co
+1.69%
+$56,805.06 
AEP American Electric Power Company, Inc.
+1.62%
+$3,492 
ORCL Oracle Corporation
+1.61%
+$9,228.7 
DUK Duke Energy Corporation
+1.6%
+$5,869.5 
GIS General Mills, Inc.
+1.58%
+$2,058 
BX Blackstone Inc.
+1.53%
+$16,467.3 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
+1.53%
+$5.53 
PLTR Palantir Technologies Inc.
+1.41%
+$3,922.24 
COST Costco Wholesale Corporation
+1.32%
+$23,760.62 
LLY Eli Lilly and Company
+1.26%
+$6,610.2 
BLK BlackRock, Inc.
+1.22%
+$4,863.77 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.18%
+$4,516.2 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.01%
+$4,602.62 
MO Altria Group, Inc.
+0.99%
+$4,458.85 
TDG TransDigm Group Inc.
+0.98%
+$2,667.49 
PH Parker-Hannifin Corporation
+0.95%
+$11,076 
XLP Consumer Staples Select Sector SPDR Fund
+0.94%
+$8,510.47 
GDX VanEck Gold Miners ETF
+0.92%
+$4,451.2 
MLPA Global X MLP ETF
+0.9%
+$2,668.05 
VO Vanguard Mid-Cap ETF
+0.9%
+$2,088 
VNQ Vanguard Real Estate ETF
+0.87%
+$5,816.46 
SHW The Sherwin-Williams Company
+0.85%
+$4,009.5 
MSFT Microsoft Corp.
+0.78%
+$32,296.68 
T AT&T Inc.
+0.78%
+$3,431.59 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.76%
+$1,036.16 
JNJ Johnson & Johnson
+0.73%
+$8,504.45 
LMT Lockheed Martin Corporation
+0.69%
+$5,486.28 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.69%
+$7,909.11 
VIG Vanguard Dividend Appreciation ETF
+0.68%
+$7,017.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.59%
+$1,819.75 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,496.78 
SPY SPDR S&P 500 ETF Trust
+0.55%
+$5,929.93 
VOO Vanguard S&P 500 ETF
+0.55%
+$13,483 
CVX Chevron Corporation
+0.54%
+$5,385.72 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$10,582.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.51%
+$5,887.9 
VTV Vanguard Value ETF
+0.5%
+$1,695.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$2,795.46 
XLE Energy Select Sector SPDR Fund
+0.47%
+$4,674.6 
CWB SPDR Bloomberg Convertible Securities ETF
+0.47%
+$6,027.84 
PM Philip Morris International Inc.
+0.46%
+$2,973.66 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$6,802.3 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$1,364 
MS Morgan Stanley
+0.44%
+$1,079.01 
LHX L3Harris Technologies, Inc.
+0.43%
+$866.99 
GS The Goldman Sachs Group, Inc.
+0.42%
+$1,149.48 
FAPR FT Vest U.S. Equity Buffer ETF
+0.41%
+$923.2 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.41%
+$1,064.7 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.4%
+$1,550.16 
LQTI FT Vest Investment Grade & Target Income ETF
+0.39%
+$1,176 
EPRF Innovator S&P Investment Grade Preferred ETF
+0.38%
+$949.86 
BUFR FT Vestladder Buffer ETF-USD I
+0.37%
+$4,565.12 
MA Mastercard Incorporated
+0.35%
+$1,880.57 
ABBV AbbVie Inc.
+0.35%
+$3,754.41 
GOOGL Alphabet Inc
+0.35%
+$11,499.74 
CGCP Capital Group Core Plus Income ETF
+0.33%
+$672 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.33%
+$694.4 
PFE Pfizer Inc.
+0.33%
+$1,740.78 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.31%
+$1,998.18 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.3%
+$608.14 
XOM Exxon Mobil Corporation
+0.29%
+$4,663.2 
VZ Verizon Communications Inc.
+0.28%
+$1,653.21 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$3,880.96 
V Visa Inc. Class A
+0.25%
+$1,155.07 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.24%
+$2,068.95 
XLF Financial Select Sector SPDR Fund
+0.24%
+$865.8 
AAPL Apple Inc.
+0.22%
+$14,520.28 
GOOG Alphabet Inc
+0.22%
+$752.4 
MTB M&T Bank Corporation
+0.22%
+$795.87 
SRLN SPDR Blackstone Senior Loan ETF
+0.17%
+$684.39 
NVDA NVIDIA Corporation
+0.14%
+$3,945.82 
QCOM QUALCOMM Incorporated
+0.13%
+$628.8 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.12%
+$1,137.29 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.1%
+$224.4 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$216.68 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$271 
DE Deere & Company
+0.09%
+$295.58 XIMR
XIMR
+0.06%
+$0.17 
PEP PepsiCo, Inc.
+0.05%
+$261.72 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$168.31 
NSC Norfolk Southern Corporation
+0.03%
+$68 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$187.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$49.95 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
XBI SPDR S&P Biotech ETF
-3.39%
-$13,965.63 
SUN Sunoco L.P.
-2.37%
-$9,558 
ABT Abbott Laboratories
-1.94%
-$3,294.12 
BIZD VanEck BDC Income ETF
-0.98%
-$1,606.08 
CVS CVS Health Corporation
-0.67%
-$1,653 
BME BlackRock Health Sciences Opportunities Portfolio
-0.65%
-$1,592.64 
EMR Emerson Electric Co.
-0.57%
-$3,420.54 
RTX RTX Corporation
-0.56%
-$1,989.54 
META Meta Platforms Inc Class A
-0.41%
-$1,310.68 
KO The Coca-Cola Company
-0.39%
-$2,018.92 
JPM JPMorgan Chase & Co.
-0.33%
-$8,842.9 
FTXL First Trust Nasdaq Semiconductor ETF
-0.27%
-$1,595.52 
MPC Marathon Petroleum Corporation
-0.26%
-$1,297.6 
MCD McDonald's Corporation
-0.25%
-$1,335.17 
RDVI FT Vest Rising Dividend Achievers Fund
-0.18%
-$794 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$2,205.84 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.17%
-$1,233.72 
UNP Union Pacific Corporation
-0.16%
-$900.02 
GBTC Grayscale Bitcoin Trust ETF
-0.14%
-$329.4 
IBM International Business Machines Corporation
-0.13%
-$534.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.13%
-$370.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.06%
-$230.5 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.04%
-$134.98 Events
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Dividends
Dividend Analysis
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| Trades 3241 | Longs Won 1824/3241 56% | Profit Factor 4.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $444,219.44 |
| Average Win $79,851.51 | Best Trade (Sep 30) $19.94M | Sharpe Ratio -10.69 |
| Average Loss -$21,529.85 | Worst Trade (Jun 29) -$2.53M | Z-Score -0.48 (36.87%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $35,526.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.87% |
| Consecutive Losing Trades | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,622 | $3.46M | $6.55M | - | $3.08M | 89.03% | +0.222% |
| ABBV AbbVie Inc. | 4,037 | $640,833.81 | $1.08M | - | $435,793.72 | 68% | +0.35% |
| ABT Abbott Laboratories | 1,698 | $185,913.55 | $166,675.68 | - | -$19,237.87 | -10.35% | -1.938% |
| AEP American Electric Power Company, Inc. | 1,800 | $155,851.85 | $219,006 | - | $63,154.15 | 40.52% | +1.62% |
| AMD Advanced Micro Devices, Inc. | 3,186 | $437,971.61 | $2.07M | - | $1.63M | 372.42% | +2.797% |
| AMZN Amazon.com Inc | 13,244 | $1.9M | $3.39M | - | $1.5M | 78.83% | +1.945% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,995 | $458,191.35 | $456,792.75 | - | -$1,398.6 | -0.31% | +0.011% |
| BIZD VanEck BDC Income ETF | 13,384 | $217,804.42 | $162,347.92 | - | -$55,456.5 | -25.46% | -0.98% |
| BLK BlackRock, Inc. | 375 | $384,023.1 | $404,782.51 | - | $20,759.41 | 5.41% | +1.216% |
| BME BlackRock Health Sciences Opportunities Portfolio | 5,688 | $231,023.64 | $242,138.16 | - | $11,114.52 | 4.81% | -0.653% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 2,339 | $215,609.02 | $202,674.35 | - | -$12,934.67 | -6% | +0.301% |
| BRK-B Berkshire Hathaway Inc. | 3,032 | $1.13M | $1.53M | - | $403,502.7 | 35.73% | +0.254% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 27,586 | $655,444.88 | $845,372.97 | - | $189,928.09 | 28.98% | +0.245% |
| BUFR FT Vestladder Buffer ETF-USD I | 32,608 | $968,941.44 | $1.24M | - | $267,553.92 | 27.61% | +0.371% |
| BX Blackstone Inc. | 9,630 | $988,792.22 | $1.09M | - | $102,864.58 | 10.4% | +1.532% |
| CAT Caterpillar Inc. | 1,665 | $468,340.85 | $1.44M | - | $969,286.75 | 206.96% | +1.804% |
| CGCP Capital Group Core Plus Income ETF | 9,600 | $218,112 | $203,712 | - | -$14,400 | -6.6% | +0.331% |
| CHW Calamos Global Dynamic Income Fund | 22,836 | $181,256.08 | $186,570.12 | - | $5,314.04 | 2.93% | +1.87% |
| CMI Cummins Inc. | 820 | $198,117.45 | $438,954.2 | - | $240,836.75 | 121.56% | +2.281% |
| COST Costco Wholesale Corporation | 1,954 | $1.11M | $1.83M | - | $715,322.68 | 64.27% | +1.317% |
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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 Robert Chess?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $26.45M, Apple Inc - $12.02M, Costco Wholesale Corporation - $5.34M, German American Bancorp Inc - $5.08M, and SPDR S&P 500 ETF Trust - $4.71M. 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: Tesla, Inc - $1.7M, United Parcel Service, Inc - $1.07M, UnitedHealth Group Incorporated - $596,722.25, CVS Health Corporation - $544,723.86, and Nike, Inc. - Class B - $532,236.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Chess's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.23M earned over time. The largest contributors to dividend income include German American Bancorp Inc - $1.17M, SPDR Bloomberg 1-3 Month T-Bill ETF - $969,032.05, WisdomTree Floating Rate Treasury Fund - $652,780.22, Apple Inc - $625,980.08, and iShares Gold Strategy ETF - $563,560.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Chess's monthly returns?
Robert Chess'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 Robert Chess's strategy be considered aggressive or moderate?
Robert Chess'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 Robert Chess's strategy?
Robert Chess'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.
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