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:
104.8%
Gain +0.09%
Monthly
1.13%
Yearly
14.45%
Drawdown
25.77%
$129.77M
Equity
Holdings
$129.77M
Investment
$105.07M
$243.71M
Profit +$79,162.92
Realized
$219M
Unrealized
$24.71M
Dividends
$21.11M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$79,162.92
Win %
78%
This Week
Compared To Last Week
Gain
1.51%
Profit
$1.93M
Win %
78%
This Month
Compared to last month
Gain
1.51%
Profit
$1.93M
Win %
78%
This Year
Compared to last year
Gain
1.61%
Profit
$2M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$575,331.52 
GOOGL Alphabet Inc
+6.73%
+$14,852.67 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$45,620.95 
MSFT Microsoft Corp.
+3.02%
+$12,516.77 
NVDA NVIDIA Corporation
+2.93%
+$20,350.46 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$13,616.65 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$14,696.73 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$11,598.85 
NBBK NB Bancorp Inc.
+1.19%
+$3,373.11 
XLE Energy Select Sector SPDR Fund
+1%
+$16,078.09 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,819.44 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,733.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$158,817.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,590.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,491.84 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$4,651.2 
COCH Envoy Medical, Inc.
+0.6%
+$48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,045.94 
RWM ProShares Short Russell2000
+0.44%
+$8,997.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,302 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$5,601.85 
EWZ iShares MSCI Brazil ETF
+0.33%
+$3,335.04 
JPM JPMorgan Chase & Co.
+0.27%
+$904.28 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$235.5 
EPI WisdomTree India Earnings Fund
+0.07%
+$543.18 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$71.62 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,006.53 
VGMS Vanguard Multi-Sector Fund
+0.01%
+$94.84 
AAPL Apple Inc.
-7.35%
-$65,689.08 
DNN Denison Mines Corp.
-3.77%
-$1,650 
XBI SPDR S&P Biotech ETF
-2.94%
-$8,259.2 
IBIT iShares Bitcoin Trust
-2.89%
-$9,555.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$96,105.45 
NET Cloudflare Inc.
-1.56%
-$34,958.07 
GLD SPDR Gold Shares
-1.49%
-$73,031.77 
XOM Exxon Mobil Corporation
-0.97%
-$11,846.79 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,288.41 
SH ProShares Short S&P500
-0.69%
-$21,211.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$15,838.53 
PSQ ProShares Short QQQ
-0.59%
-$20,793.92 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$14,065.38 
ALL Allstate Corporation
-0.49%
-$3,442.43 
IWM iShares Russell 2000 ETF
-0.47%
-$2,322.69 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$7,224.66 
AVS Dx Daily Avgo Bear 1X Shares
-0.4%
-$610.86 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$41,001.3 
VST Vistra Corp
-0.29%
-$1,917.37 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
-0.28%
-$1,562.65 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9,138.38 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,399.43 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,688.95 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$287.54 
MUB iShares National Muni Bond ETF
-0.11%
-$839.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,176.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$785.52 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,965.21 
FXI iShares China Large-Cap ETF
-0.06%
-$242.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,129.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,723.49 Events
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Dividends
Dividend Analysis
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| Trades 1217 | Longs Won 701/1217 57% | Profit Factor 10.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.92M |
| Average Win $384,390.2 | Best Trade (Jun 30) $81.09M | Sharpe Ratio -10.49 |
| Average Loss -$49,906.46 | Worst Trade (Dec 30) -$1.37M | Z-Score -6.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $200,251.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.01% | 0.07% | 0.4% | 1.52% | 4.58% | 11.62% | 26.01% | 52.95% |
| Consecutive Losing Trades | 2,597 | 2,338 | 2,078 | 1,818 | 1,558 | 1,299 | 1,039 | 779 | 519 | 260 |
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Returns
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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 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, First Trust Rising Dividend Achievers ETF - $474,988.6, ROBO Global Robotics & Automation Index ETF - $472,422.76, 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 $21.11M 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 - $1.13M, and PGIM Ultra Short Bond ETF - $746,527.78. 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.
