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:
62.2%
Gain +0.42%
Monthly
0.78%
Yearly
9.72%
Drawdown
22.34%
$94.31M
Equity
Holdings
$94.31M
Investment
$67.1M
$115.54M
Profit +$1.12M
Realized
$88.34M
Unrealized
$27.21M
Dividends
$20.96M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$1.12M
Win %
85%
This Week
Compared To Last Week
Gain
1.26%
Profit
$1.17M
Win %
85%
This Month
Compared to last month
Gain
2.61%
Profit
$2.4M
Win %
85%
This Year
Compared to last year
Gain
12.85%
Profit
$10.74M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$477,843.39 
GOOG Alphabet Inc
+6.88%
+$22,740.3 
GOOGL Alphabet Inc
+6.73%
+$213,554.88 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,853.79 
META Meta Platforms Inc Class A
+3.28%
+$7,673.12 
MSFT Microsoft Corp.
+3.02%
+$106,767.1 
NVDA NVIDIA Corporation
+2.93%
+$66,264.63 
CVX Chevron Corporation
+2.35%
+$21,931.04 
CSCO Cisco Systems, Inc.
+2.14%
+$15,073.29 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,386.01 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,762.5 
ORCL Oracle Corporation
+1.81%
+$9,309.3 
VZ Verizon Communications Inc.
+1.52%
+$8,901.9 
LMT Lockheed Martin Corporation
+1.5%
+$13,566.36 
PH Parker-Hannifin Corporation
+1.43%
+$16,488.06 
CHW Calamos Global Dynamic Income Fund
+1.34%
+$2,511.96 
XLE Energy Select Sector SPDR Fund
+1%
+$9,193.38 
SUN Sunoco L.P.
+0.95%
+$3,888 
UNP Union Pacific Corporation
+0.92%
+$5,340.02 
MLPA Global X MLP ETF
+0.87%
+$2,668.05 
IBM International Business Machines Corporation
+0.86%
+$3,522 
MCD McDonald's Corporation
+0.82%
+$4,978.62 
EMR Emerson Electric Co.
+0.79%
+$4,340.08 
MPC Marathon Petroleum Corporation
+0.76%
+$2,793.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,433.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,888.64 
CAT Caterpillar Inc.
+0.7%
+$9,440.53 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,979.84 
PLTR Palantir Technologies Inc.
+0.65%
+$1,175.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,729.04 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$2,928.94 
MO Altria Group, Inc.
+0.57%
+$2,595.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,234.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,206.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,887.9 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$1,089.38 
NSC Norfolk Southern Corporation
+0.46%
+$1,317.52 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$4,891.2 
PFE Pfizer Inc.
+0.4%
+$1,934.2 
RTX RTX Corporation
+0.39%
+$1,606.92 
PG Procter & Gamble Co
+0.37%
+$12,188.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,639.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,075.6 
TDG TransDigm Group Inc.
+0.36%
+$1,117.49 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$4,520.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,036.64 
MRK Merck & Co., Inc.
+0.32%
+$1,343.19 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$2,344.81 
JPM JPMorgan Chase & Co.
+0.27%
+$7,556.66 
SO The Southern Company
+0.21%
+$878 
JNJ Johnson & Johnson
+0.21%
+$2,436.41 
CMI Cummins Inc.
+0.19%
+$1,000.42 
T AT&T Inc.
+0.17%
+$722.44 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$794 
MS Morgan Stanley
+0.17%
+$468 
WMT Walmart Inc.
+0.09%
+$753.22 
ABT Abbott Laboratories
+0.09%
+$152.82 
AEP American Electric Power Company, Inc.
+0.06%
+$126 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$149.85 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$97.77 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$41.19 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$62.75 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
XIMR
0%
$0 
AAPL Apple Inc.
-7.35%
-$481,131.44 
GDX VanEck Gold Miners ETF
-3.49%
-$14,911.53 
XBI SPDR S&P Biotech ETF
-2.94%
-$11,748.04 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$5,233.8 
QCOM QUALCOMM Incorporated
-2.63%
-$10,453.83 
ABBV AbbVie Inc.
-2.51%
-$26,119.39 
AMD Advanced Micro Devices, Inc.
-1.9%
-$29,438.7 
GIS General Mills, Inc.
-1.84%
-$2,757.72 
SHW The Sherwin-Williams Company
-1.16%
-$5,925.14 
NEE NextEra Energy, Inc.
-1.15%
-$2,729.02 
DE Deere & Company
-1.13%
-$3,406.79 
KO The Coca-Cola Company
-1.02%
-$5,344.2 
XOM Exxon Mobil Corporation
-0.97%
-$14,863.95 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$2,780.59 
CVS CVS Health Corporation
-0.75%
-$2,251.5 
MA Mastercard Incorporated
-0.74%
-$4,016.25 
BLK BlackRock, Inc.
-0.73%
-$2,992.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,790.3 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$1,439.99 
DUK Duke Energy Corporation
-0.67%
-$2,709 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,002.32 
PM Philip Morris International Inc.
-0.61%
-$4,033.21 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$777.12 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,641.66 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$2,836.52 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,026.78 
LLY Eli Lilly and Company
-0.53%
-$2,819.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$4,703.13 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$2,066.88 
PEP PepsiCo, Inc.
-0.46%
-$2,791.68 
HD The Home Depot, Inc.
-0.42%
-$1,597.13 
EPRF Innovator S&P Investment Grade Preferred ETF
-0.4%
-$1,044.85 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,903.53 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$701.7 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$3,369.06 
MTB M&T Bank Corporation
-0.29%
-$1,177.2 
VTV Vanguard Value ETF
-0.27%
-$926.28 
BX Blackstone Inc.
-0.25%
-$3,081.67 
COST Costco Wholesale Corporation
-0.24%
-$4,455.06 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$477.4 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,758.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$829.8 
LQTI FT Vest Investment Grade & Target Income ETF
-0.21%
-$672 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,292.92 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$2,396.7 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$1,439.34 
BIZD VanEck BDC Income ETF
-0.16%
-$267.68 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.15%
-$385 
XLF Financial Select Sector SPDR Fund
-0.1%
-$399.6 
BME BlackRock Health Sciences Opportunities Portfolio
-0.09%
-$227.52 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$827.12 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$162.61 
VO Vanguard Mid-Cap ETF
-0.05%
-$116 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$168.31 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$96.3 
V Visa Inc. Class A
-0.04%
-$173.87 Events
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Dividends
Dividend Analysis
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| Trades 3241 | Longs Won 1851/3241 57% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $443,726.73 |
| Average Win $78,682.04 | Best Trade (Sep 30) $19.94M | Sharpe Ratio -28.58 |
| Average Loss -$21,653.44 | Worst Trade (Jun 29) -$2.53M | Z-Score -6.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $35,650.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.76% |
| Consecutive Losing Trades | 4,348 | 3,913 | 3,478 | 3,043 | 2,609 | 2,174 | 1,739 | 1,304 | 870 | 435 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,622 | $3.46M | $6.06M | - | $2.6M | 75.02% | -7.354% |
| ABBV AbbVie Inc. | 4,037 | $640,833.81 | $1.01M | - | $372,210.97 | 58.08% | -2.513% |
| ABT Abbott Laboratories | 1,698 | $185,913.55 | $179,478.6 | - | -$6,434.95 | -3.46% | +0.085% |
| AEP American Electric Power Company, Inc. | 1,800 | $155,851.85 | $230,130 | - | $74,278.15 | 47.66% | +0.055% |
| AMD Advanced Micro Devices, Inc. | 3,186 | $437,971.61 | $1.52M | - | $1.08M | 246.37% | -1.904% |
| AMZN Amazon.com Inc | 13,244 | $1.9M | $3.6M | - | $1.7M | 89.5% | +15.321% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,995 | $458,191.35 | $457,941.6 | - | -$249.75 | -0.05% | +0.033% |
| BIZD VanEck BDC Income ETF | 13,384 | $217,804.42 | $165,961.6 | - | -$51,842.82 | -23.8% | -0.161% |
| BLK BlackRock, Inc. | 375 | $384,023.1 | $408,896.25 | - | $24,873.15 | 6.48% | -0.727% |
| BME BlackRock Health Sciences Opportunities Portfolio | 5,688 | $231,023.64 | $247,371.12 | - | $16,347.48 | 7.08% | -0.092% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 2,339 | $215,609.02 | $211,656.11 | - | -$3,952.91 | -1.83% | -0.33% |
| BRK-B Berkshire Hathaway Inc. | 3,032 | $1.13M | $1.55M | - | $421,694.7 | 37.34% | +0.365% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 27,586 | $655,444.88 | $824,407.61 | - | $168,962.73 | 25.78% | +0.285% |
| BUFR FT Vestladder Buffer ETF-USD I | 32,608 | $968,941.44 | $1.2M | - | $230,054.72 | 23.74% | +0.41% |
| BX Blackstone Inc. | 9,630 | $988,792.22 | $1.23M | - | $241,440.28 | 24.42% | -0.25% |
| CAT Caterpillar Inc. | 1,665 | $468,340.85 | $1.36M | - | $888,317.8 | 189.67% | +0.701% |
| CGCP Capital Group Core Plus Income ETF | 9,600 | $218,112 | $210,336 | - | -$7,776 | -3.57% | -0.68% |
| CHW Calamos Global Dynamic Income Fund | 22,836 | $181,256.08 | $189,538.8 | - | $8,282.72 | 4.57% | +1.343% |
| CMI Cummins Inc. | 820 | $198,117.45 | $520,044.01 | - | $321,926.56 | 162.49% | +0.193% |
| COST Costco Wholesale Corporation | 1,954 | $1.11M | $1.86M | - | $746,997.06 | 67.12% | -0.239% |
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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 $20.96M earned over time. The largest contributors to dividend income include German American Bancorp Inc - $1.17M, SPDR Bloomberg 1-3 Month T-Bill ETF - $967,634.85, WisdomTree Floating Rate Treasury Fund - $651,467.91, 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.
