Brian Kenney Portfolio
Invests via Afg Fiduciary Services Limited Partnership | Managed by Brian Kenney
Invests via Afg Fiduciary Services Limited Partnership
Managed by Brian Kenney
Automatically Tracked
Brian Kenney Profile
With a robust foundation in corporate leadership, Brian Kenney has effectively navigated diverse sectors to drive organizational success. He holds a distinguished track record as an executive in the technology and communications industries, where he implemented strategic initiatives that enhanced operational efficiencies and market competitiveness. His extensive experience includes managing cross-functional teams, spearheading business transformations, and forging critical partnerships that foster growth. In addition to his corporate roles, Kenney's insights into market trends position him as a notable figure for investors seeking strategic guidance within dynamic environments. His contributions resonate across both public and private enterprises looking to scale innovatively.
With a robust foundation in corporate leadership, Brian Kenney has effectively navigated diverse sectors to drive organizational success. He holds a distinguished track record as an executive in the technology and communications industries, where he implemented strategic initiatives that enhanced operational efficiencies and market competitiveness. His extensive experience includes managing cross-functional teams, spearheading business transformations, and forging critical partnerships that foster growth. In addition to his corporate roles, Kenney's insights into market trends position him as a notable figure for investors seeking strategic guidance within dynamic environments. His contributions resonate across both public and private enterprises looking to scale innovatively.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape attract attention in Brian Kenney's investment approach. His executive experience allows him to identify compelling market shifts, often capitalizing on innovative solutions that can redefine industry standards. Leveraging his extensive background, he emphasizes the importance of operational efficiencies while seeking out ventures poised for rapid expansion. This strategic perspective not only fosters alignment with emerging trends but also enhances competitive positioning across portfolios. By focusing on transformative business models and collaborative partnerships, there is a deliberate effort to ensure sustainable value creation over time.
Growth opportunities within the technology landscape attract attention in Brian Kenney's investment approach. His executive experience allows him to identify compelling market shifts, often capitalizing on innovative solutions that can redefine industry standards. Leveraging his extensive background, he emphasizes the importance of operational efficiencies while seeking out ventures poised for rapid expansion. This strategic perspective not only fosters alignment with emerging trends but also enhances competitive positioning across portfolios. By focusing on transformative business models and collaborative partnerships, there is a deliberate effort to ensure sustainable value creation over time.
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:
119.81%
Gain +0.19%
Monthly
1.09%
Yearly
13.95%
Drawdown
25.77%
$130.27M
Equity
Holdings
$130.27M
Investment
$105.07M
$244.2M
Profit +$591,577.46
Realized
$219M
Unrealized
$25.2M
Dividends
$21.38M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$591,577.46
Win %
69%
This Week
Compared To Last Week
Gain
0.46%
Profit
$591,577.46
Win %
69%
This Month
Compared to last month
Gain
1.17%
Profit
$1.5M
Win %
69%
This Year
Compared to last year
Gain
2%
Profit
$2.49M
Win %
74%
EWZ iShares MSCI Brazil ETF
+13.37%
+$141,878.16 
NET Cloudflare Inc.
+3.93%
+$108,837.65 
VST Vistra Corp
+3.91%
+$24,435.32 
DNN Denison Mines Corp.
+2.72%
+$1,050 
KWEB KraneShares CSI China Internet ETF
+2.6%
+$16,721.18 
VWO Vanguard FTSE Emerging Markets ETF
+1.63%
+$15,276.53 
FXI iShares China Large-Cap ETF
+1.62%
+$6,519.61 
MSFT Microsoft Corp.
+1.51%
+$7,200.34 
IBIT iShares Bitcoin Trust
+1.45%
+$6,220.35 
NVDA NVIDIA Corporation
+1.4%
+$11,654.28 
XLE Energy Select Sector SPDR Fund
+1.07%
+$18,394.42 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.9%
+$7,067.11 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$1,714.24 
QQQ Invesco QQQ Trust, Series 1
+0.51%
+$1,293.59 
GOOGL Alphabet Inc
+0.47%
+$1,057.6 
XLU Utilities Select Sector SPDR Fund
+0.43%
+$3,996.87 
VO Vanguard Mid-Cap ETF
+0.41%
+$9,319.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.38%
+$3,771.48 
IVV iShares Core S&P 500 ETF
+0.38%
+$1,487.64 
SPY SPDR S&P 500 ETF Trust
+0.38%
+$86,992.13 
XLK State Street Technology Select Sector SPDR ETF
+0.36%
+$17,435.53 
XLF Financial Select Sector SPDR Fund
+0.32%
+$2,225.64 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$12,006.92 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.3%
+$744.99 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$4,187.4 
RDVY First Trust Rising Dividend Achievers ETF
+0.16%
+$2,511.21 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$497 
XOM Exxon Mobil Corporation
+0.13%
+$1,664.79 
AAPL Apple Inc.
+0.12%
+$1,098.39 
IWM iShares Russell 2000 ETF
+0.12%
+$568.16 
IJR iShares Core S&P Small-Cap ETF
+0.1%
+$6,033.72 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.1%
+$1,356.3 
AMZN Amazon.com Inc
+0.1%
+$3,986.5 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$1,679.86 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
VGMS Vanguard Multi-Sector Fund
0%
$0 
AVS Dx Daily Avgo Bear 1X Shares
-2.15%
-$3,563.35 
AMD Advanced Micro Devices, Inc.
-0.8%
-$52,940.78 
NBBK NB Bancorp Inc.
-0.77%
-$2,172.53 
XBI SPDR S&P Biotech ETF
-0.64%
-$1,837.42 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.59%
-$5,099.69 
PSQ ProShares Short QQQ
-0.53%
-$16,895.06 
BBEU JPMorgan BetaBuilders Europe Fund
-0.5%
-$7,968.37 
SH ProShares Short S&P500
-0.36%
-$10,605.65 
PFF iShares Preferred and Income Securities ETF
-0.32%
-$745.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$6,908.3 
MUB iShares National Muni Bond ETF
-0.28%
-$1,959.72 
JPM JPMorgan Chase & Co.
-0.2%
-$654.16 
GLD SPDR Gold Shares
-0.18%
-$9,096.63 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
-0.13%
-$686.88 
EPI WisdomTree India Earnings Fund
-0.11%
-$814.77 
BINC iShares Flexible Income Active ETF
-0.09%
-$3,335.94 
ITA iShares U.S. Aerospace & Defense ETF
-0.08%
-$501.57 
RWM ProShares Short Russell2000
-0.07%
-$1,499.65 
COCH Envoy Medical, Inc.
-0.06%
-$4.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.04%
-$1,004.67 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$89.53 
ALL Allstate Corporation
-0.01%
-$52.99 Events
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Dividends
Dividend Analysis
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| Trades 1217 | Longs Won 681/1217 55% | Profit Factor 10.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.92M |
| Average Win $397,155.64 | Best Trade (Jun 30) $81.09M | Sharpe Ratio -10.49 |
| Average Loss -$48,993.75 | Worst Trade (Dec 30) -$1.37M | Z-Score -7.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $200,659.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.01% | 0.07% | 0.38% | 1.49% | 4.51% | 11.48% | 25.82% | 52.76% |
| Consecutive Losing Trades | 2,660 | 2,394 | 2,128 | 1,862 | 1,596 | 1,330 | 1,064 | 798 | 532 | 266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,679 | $728,312.94 | $895,053.9 | - | $166,740.96 | 22.89% | +0.123% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 8,031 | $550,258.08 | $851,968.63 | - | $301,710.55 | 54.83% | -0.595% |
| ALL Allstate Corporation | 2,648 | $400,069.04 | $592,410.56 | - | $192,341.52 | 48.08% | -0.009% |
| AMD Advanced Micro Devices, Inc. | 10,401 | $1.28M | $6.54M | - | $5.26M | 412.37% | -0.803% |
| AMZN Amazon.com Inc | 15,946 | $3.66M | $4.01M | - | $352,424.4 | 9.62% | +0.099% |
| AVS Dx Daily Avgo Bear 1X Shares | 20,362 | $175,517.1 | $162,285.14 | - | -$13,231.96 | -7.54% | -2.149% |
| BBEU JPMorgan BetaBuilders Europe Fund | 21,249 | $1.34M | $1.59M | - | $249,537.77 | 18.56% | -0.497% |
| BINC iShares Flexible Income Active ETF | 74,132 | $3.9M | $3.75M | - | -$151,346.65 | -3.88% | -0.089% |
| BRK-B Berkshire Hathaway Inc. | 700 | $257,255.04 | $352,352 | - | $95,096.96 | 36.97% | +0.141% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 7,523 | $459,413.07 | $794,725.21 | - | $335,312.14 | 72.99% | +0.897% |
| COCH Envoy Medical, Inc. | 12,000 | $7,981.2 | $8,131.2 | - | $150 | 1.88% | -0.059% |
| DNN Denison Mines Corp. | 15,000 | $17,250 | $39,600 | - | $22,350 | 129.57% | +2.724% |
| EPI WisdomTree India Earnings Fund | 18,106 | $806,957.53 | $733,021.41 | - | -$73,936.12 | -9.16% | -0.111% |
| EWZ iShares MSCI Brazil ETF | 27,792 | $801,799.2 | $1.2M | - | $401,455.44 | 50.07% | +13.367% |
| FXI iShares China Large-Cap ETF | 12,125 | $411,374.41 | $408,948.36 | - | -$2,426.05 | -0.59% | +1.62% |
| GLD SPDR Gold Shares | 12,995 | $2.51M | $4.93M | - | $2.42M | 96.26% | -0.184% |
| GOOGL Alphabet Inc | 661 | $204,985 | $228,111.1 | - | $23,126.1 | 11.28% | +0.466% |
| GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2,614 | $213,145.56 | $246,983.79 | - | $33,838.23 | 15.88% | +0.303% |
| IBIT iShares Bitcoin Trust | 9,015 | $410,992.86 | $436,506.3 | - | $25,513.44 | 6.21% | +1.446% |
| IJH iShares Core S&P Mid-Cap ETF | 52,204 | $2.64M | $3.84M | - | $1.2M | 45.39% | +0.313% |
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FAQ
Which stocks have generated the highest profits for Brian Kenney?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $98.76M, Apple Inc - $84.22M, Amazon.com Inc - $16.32M, NVIDIA Corporation - $13.95M, and Alphabet Inc - $11.34M. 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: iShares 20+ Year Treasury Bond ETF - $1.27M, Vanguard Short-Term Corporate Bond ETF - $582,891.26, ROBO Global Robotics & Automation Index ETF - $472,422.76, First Trust Rising Dividend Achievers ETF - $472,050.48, and SPDR Bloomberg 1-10 Year TIPS ETF - $462,144.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Kenney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.38M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $7.44M, Apple Inc - $2.49M, iShares 20+ Year Treasury Bond ETF - $1.31M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.16M, and PGIM Ultra Short Bond ETF - $794,936.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Kenney's monthly returns?
Brian Kenney'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 Brian Kenney's strategy be considered aggressive or moderate?
Brian Kenney'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 Brian Kenney's strategy?
Brian Kenney'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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