TIMOTHY BURKETT Portfolio
Invests via KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | Managed by Timothy Burkett
Invests via KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Managed by Timothy Burkett
Automatically Tracked
TIMOTHY BURKETT Profile
Veteran private-markets professional focused on middle-market deal sourcing, operational value creation and portfolio company governance across industrials and services. Timothy Burkett brings senior investment and operating experience, leading due diligence, capital allocation and exit planning for sponsors and family offices. Market-facing profile emphasizes execution, LP relations and hands-on turnaround capabilities.
Veteran private-markets professional focused on middle-market deal sourcing, operational value creation and portfolio company governance across industrials and services. Timothy Burkett brings senior investment and operating experience, leading due diligence, capital allocation and exit planning for sponsors and family offices. Market-facing profile emphasizes execution, LP relations and hands-on turnaround capabilities.
Investment Philosophy & Strategy
Seasoned middle‑market investor who prioritizes sourcing proprietary deal flow in industrials and services, combining deep operational involvement with disciplined capital allocation. Emphasizes hands‑on turnaround and EBITDA expansion via governance, restructuring and bolt‑on M&A. Favors control or significant minority positions with 3–7 year exit horizons, rigorous downside protection, active LP communication, and value‑creation playbooks that translate operating improvements into scalable exit outcomes.
Seasoned middle‑market investor who prioritizes sourcing proprietary deal flow in industrials and services, combining deep operational involvement with disciplined capital allocation. Emphasizes hands‑on turnaround and EBITDA expansion via governance, restructuring and bolt‑on M&A. Favors control or significant minority positions with 3–7 year exit horizons, rigorous downside protection, active LP communication, and value‑creation playbooks that translate operating improvements into scalable exit outcomes.
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:
109.22%
Gain +0.19%
Monthly
1.07%
Yearly
13.61%
Drawdown
23.58%
$353.55M
Equity
Holdings
$353.55M
Investment
$266.21M
$93.35M
Profit +$139,189.48
Realized
$6.02M
Unrealized
$87.34M
Dividends
$14.1M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$139,189.48
Win %
82%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$4.13M
Win %
82%
This Month
Compared to last month
Gain
0.29%
Profit
$1M
Win %
82%
This Year
Compared to last year
Gain
0.37%
Profit
$1.31M
Win %
82%
DBI Designer Brands Inc.
+8.65%
+$9,870.49 
UPST Upstart Holdings, Inc.
+5.23%
+$7,148.33 
GILD Gilead Sciences Inc.
+3.35%
+$10,691.22 
V Visa Inc. Class A
+2.73%
+$8,292.51 
TTC The Toro Company
+2.2%
+$9,918.72 
FMNB Farmers National Banc Corp.
+1.91%
+$6,836.86 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.56%
+$13,461.62 
SCHD Schwab U.S. Dividend Equity ETF
+1.29%
+$72,217.83 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.28%
+$10,464.53 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.23%
+$100,879.67 
VDC VANGUARD CONSUMER STAPLES ETF
+1.16%
+$46,926.36 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$23,667.87 
MSFT Microsoft Corp.
+0.99%
+$12,981.66 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.97%
+$4,286.27 
VB Vanguard Small-Cap ETF
+0.94%
+$5,838.48 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$4,783.9 
SCHA Schwab U.S. Small-Cap ETF
+0.92%
+$9,835.3 
RMBI Richmond Mutual Bancorporation Inc.
+0.92%
+$6,020.56 
MUB iShares National Muni Bond ETF
+0.84%
+$18,061.87 
IJR iShares Core S&P Small-Cap ETF
+0.84%
+$74,474.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.83%
+$24,199.49 
IWM iShares Russell 2000 ETF
+0.77%
+$1,603.68 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$12,165.45 
PFG Principal Financial Group, Inc.
+0.73%
+$2,604.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.72%
+$51,902.03 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.7%
+$7,530.75 
CGMU Capital Group Municipal Income ETF
+0.67%
+$13,545.35 
BND Vanguard Total Bond Market Index Fund
+0.65%
+$4,402.58 
VTV Vanguard Value ETF
+0.64%
+$86,897.93 
CGCB Capital Group Core Bond ETF
+0.62%
+$2,304.07 
VCRB Vanguard Core Bond ETF
+0.59%
+$107,948.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.57%
+$73,265.18 
ABBV AbbVie Inc.
+0.53%
+$1,723.72 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$122,485.48 
VBK Vanguard Small-Cap Growth ETF
+0.45%
+$9,941.28 
FNDF Schwab Fundamental International Large Company Index ETF
+0.41%
+$124,670.92 
GOOGL Alphabet Inc
+0.41%
+$4,290.6 
GOOG Alphabet Inc
+0.39%
+$2,432.72 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$868.45 
CGSM Capital Group Short Duration Municipal Income ETF
+0.33%
+$9,780.69 
QUAL iShares MSCI USA Quality Factor ETF
+0.29%
+$42,196.42 
VLUE iShares MSCI USA Value Factor ETF
+0.29%
+$1,061.16 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$4,179.94 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.24%
+$2,947.77 
SCHF Schwab International Equity ETF
+0.22%
+$7,288.5 
MEAR iShares Short Maturity Bond ETF
+0.15%
+$449.55 
META Meta Platforms Inc Class A
+0.11%
+$401.73 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$2,031.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.09%
+$9,978.6 
SO The Southern Company
+0.08%
+$173.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$230.23 
GLW Corning Incorporated
-4.49%
-$22,846.8 
CSCO Cisco Systems, Inc.
-4.14%
-$9,484.6 
BAI iShares A.I. Innovation and Tech Active ETF
-3.07%
-$317,574 
AVGO Broadcom Inc.
-2.3%
-$20,148.16 
MTUM iShares MSCI USA Momentum Factor ETF
-2.05%
-$80,021.76 
TSLA Tesla, Inc.
-1.94%
-$5,212.03 
NVDA NVIDIA Corporation
-1.89%
-$144,989.33 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$12,948.7 
KMI Kinder Morgan, Inc.
-1.41%
-$4,307.55 
CVX Chevron Corporation
-1.29%
-$5,559.83 
FTEC Fidelity MSCI Information Technology Index ETF
-1.24%
-$14,480 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$115,756.86 
IYW iShares U.S. Technology ETF
-1%
-$15,675.4 
MU Micron Technology, Inc.
-0.9%
-$1,789.78 
QQQ Invesco QQQ Trust, Series 1
-0.66%
-$3,134.68 
EPD Enterprise Products Partners L.P.
-0.55%
-$1,103.45 
AEE Ameren Corporation
-0.49%
-$1,224.51 
VUG Vanguard Growth ETF
-0.45%
-$90,931.2 
TGRW T. Rowe Price Growth Stock ETF
-0.38%
-$4,586.7 
SCHE Schwab Emerging Markets Equity ETF
-0.37%
-$1,889.6 
IFRA iShares U.S. Infrastructure
-0.37%
-$1,401.96 
XLG Invesco S&P 500 Top 50 ETF
-0.37%
-$990.52 
USAC Usa Compression Partners L.P.
-0.36%
-$1,489.32 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$112,089.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.35%
-$58,022.86 
RTX RTX Corporation
-0.29%
-$1,153.35 
AAPL Apple Inc.
-0.29%
-$16,737.83 
JPM JPMorgan Chase & Co.
-0.28%
-$1,843.26 
AMZN Amazon.com Inc
-0.22%
-$3,478.73 
JNJ Johnson & Johnson
-0.05%
-$140.87 
VOO Vanguard S&P 500 ETF
-0.01%
-$198.28 
IVV iShares Core S&P 500 ETF
-0.01%
-$52.21 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$644.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.01%
-$1,424.93 Events
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Dividends
Dividend Analysis
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| Trades 789 | Longs Won 579/789 73% | Profit Factor 14.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $430,872.31 |
| Average Win $173,576.16 | Best Trade (Oct 14) $4.8M | Sharpe Ratio -9.25 |
| Average Loss -$34,033.76 | Worst Trade (Dec 31) -$755,502.1 | Z-Score 12.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 5d | Expectancy $118,318.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,738 | $3.8M | $5.72M | - | $1.92M | 50.64% | -0.292% |
| ABBV AbbVie Inc. | 1,153 | $233,124.08 | $328,576.17 | - | $95,452.09 | 40.94% | +0.527% |
| AEE Ameren Corporation | 2,401 | $210,008.38 | $249,872.07 | - | $39,863.69 | 18.98% | -0.488% |
| AMZN Amazon.com Inc | 6,212 | $1.05M | $1.57M | - | $527,031.46 | 50.3% | -0.22% |
| AVGO Broadcom Inc. | 2,528 | $366,403.95 | $855,171.84 | - | $488,767.89 | 133.4% | -2.302% |
| BAI iShares A.I. Innovation and Tech Active ETF | 235,240 | $7.58M | $10.04M | - | $2.46M | 32.47% | -3.067% |
| BND Vanguard Total Bond Market Index Fund | 9,676 | $726,764.07 | $685,592.98 | - | -$41,171.09 | -5.66% | +0.646% |
| BRK-B Berkshire Hathaway Inc. | 2,796 | $838,974.21 | $1.48M | - | $636,880.33 | 75.91% | +0.284% |
| CGCB Capital Group Core Bond ETF | 14,865 | $389,908.92 | $375,861.52 | - | -$14,047.4 | -3.6% | +0.617% |
| CGMU Capital Group Municipal Income ETF | 77,402 | $2.09M | $2.04M | - | -$47,503.46 | -2.28% | +0.669% |
| CGSM Capital Group Short Duration Municipal Income ETF | 115,067 | $3.01M | $2.99M | - | -$23,824.35 | -0.79% | +0.328% |
| CSCO Cisco Systems, Inc. | 2,018 | $237,042 | $219,840.92 | - | -$17,201.08 | -7.26% | -4.136% |
| CVX Chevron Corporation | 1,944 | $306,870.11 | $426,085.92 | - | $119,215.81 | 38.85% | -1.288% |
| DBI Designer Brands Inc. | 19,166 | $169,619 | $123,908.19 | - | -$45,710.81 | -26.95% | +8.655% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 236,828 | $14.82M | $16.39M | - | $1.57M | 10.61% | -0.353% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 9,316 | $716,364.77 | $874,912.14 | - | $158,547.37 | 22.13% | +1.563% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 8,354 | $460,972.78 | $781,600.24 | - | $320,627.46 | 69.55% | -1.63% |
| EPD Enterprise Products Partners L.P. | 5,573 | $210,862.36 | $198,370.93 | - | -$12,491.43 | -5.92% | -0.553% |
| FMNB Farmers National Banc Corp. | 23,989 | $316,092.57 | $364,992.63 | - | $48,900.06 | 15.47% | +1.909% |
| FNDF Schwab Fundamental International Large Company Index ETF | 566,686 | $19.41M | $30.41M | - | $11M | 56.67% | +0.412% |
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FAQ
Which stocks have generated the highest profits for TIMOTHY BURKETT?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $3.57M, Schwab Fundamental International Large Company Index ETF - $1.9M, Vanguard International Dividend Appreciation Index Fund - $1.67M, iShares U.S. Technology ETF - $1.66M, and iShares MSCI USA Min Vol Factor ETF - $1.51M. 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 MSCI EAFE Min Vol Factor ETF - $689,316.93, SPDR S&P 600 Small Cap ETF - $382,377.77, Vanguard S&P Small-Cap 600 ETF - $263,612.53, Agilon Health Inc - $253,754, and iShares MSCI USA Momentum Factor ETF - $240,277.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does TIMOTHY BURKETT's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.1M earned over time. The largest contributors to dividend income include Schwab Fundamental International Large Company Index ETF - $1.9M, Schwab U.S. Large-Cap Value ETF - $921,200.8, Vanguard Value ETF - $919,637.48, Vanguard Core Bond ETF - $918,672.46, and iShares MSCI USA Min Vol Factor ETF - $880,017.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are TIMOTHY BURKETT's monthly returns?
TIMOTHY BURKETT'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 TIMOTHY BURKETT's strategy be considered aggressive or moderate?
TIMOTHY BURKETT'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 TIMOTHY BURKETT's strategy?
TIMOTHY BURKETT'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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