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:
9.37%
Gain
Monthly
0.04%
Yearly
0.46%
Drawdown
44.76%
$332.54M
Equity
Holdings
$332.54M
Investment
$246.79M
$89.88M
Profit -$2.36M
Realized
$4.14M
Unrealized
$85.75M
Dividends
$13.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.36M
Win %
90%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$3.8M
Win %
90%
This Month
Compared to last month
Gain
-0.82%
Profit
-$2.74M
Win %
90%
This Year
Compared to last year
Gain
12.82%
Profit
$37.8M
Win %
91%
DBI Designer Brands Inc.
+4.54%
+$4,887.33 
ABBV AbbVie Inc.
+3.58%
+$9,301.25 
RMBI Richmond Mutual Bancorporation Inc.
+3.13%
+$20,856.94 
GILD Gilead Sciences Inc.
+2.76%
+$7,550.4 
FMNB Farmers National Banc Corp.
+2.56%
+$8,773.81 
VDC VANGUARD CONSUMER STAPLES ETF
+2.29%
+$92,522.13 
V Visa Inc. Class A
+2%
+$13,388.11 
SCHD Schwab U.S. Dividend Equity ETF
+1.92%
+$103,492.26 
TTC The Toro Company
+1.83%
+$9,154.58 
PG Procter & Gamble Co
+1.78%
+$3,705.67 
AAPL Apple Inc.
+1.68%
+$91,600.65 
MSFT Microsoft Corp.
+1.63%
+$15,030.96 
KMI Kinder Morgan, Inc.
+1.6%
+$4,719.98 
EPD Enterprise Products Partners L.P.
+1.56%
+$3,251.43 
JNJ Johnson & Johnson
+1.32%
+$3,662.75 
CVX Chevron Corporation
+1.24%
+$4,696.26 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.24%
+$30,937.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.19%
+$10,048.45 
SO The Southern Company
+1.15%
+$2,704.29 
USAC Usa Compression Partners L.P.
+1.05%
+$4,633.44 
AEE Ameren Corporation
+1.04%
+$2,785.16 
XOM Exxon Mobil Corporation
+0.9%
+$1,996.67 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$53,802.3 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$48,199.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.52%
+$16,381.06 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$7,367.28 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.47%
+$2,268.86 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$5,542.04 
VTV Vanguard Value ETF
+0.32%
+$41,198.61 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$660.22 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.22%
+$8,902.39 
QUAL iShares MSCI USA Quality Factor ETF
+0.12%
+$23,247.33 
VB Vanguard Small-Cap ETF
+0.11%
+$791.32 
IFRA iShares U.S. Infrastructure
+0.1%
+$547.2 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.04%
+$422.24 
GLW Corning Incorporated
-10%
-$63,063.68 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$590,104.55 
AVGO Broadcom Inc.
-4.59%
-$44,507.9 
GOOG Alphabet Inc
-4.45%
-$27,850.3 
GOOGL Alphabet Inc
-4.43%
-$50,010.51 
MTUM iShares MSCI USA Momentum Factor ETF
-3.29%
-$131,429.93 
NVDA NVIDIA Corporation
-2.84%
-$208,318.41 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.83%
-$31,194.62 
META Meta Platforms Inc Class A
-2.72%
-$8,493.8 
IYW iShares U.S. Technology ETF
-2.51%
-$45,603.6 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$217,722.6 
FTEC Fidelity MSCI Information Technology Index ETF
-2.15%
-$23,960.04 
TGRW T. Rowe Price Growth Stock ETF
-2.13%
-$25,684.5 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$8,554.19 
VUG Vanguard Growth ETF
-1.56%
-$302,208.3 
VBK Vanguard Small-Cap Growth ETF
-1.51%
-$35,463.93 
XLG Invesco S&P 500 Top 50 ETF
-1.36%
-$4,229.23 
SCHF Schwab International Equity ETF
-1.35%
-$44,449.58 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$6,677.48 
AMZN Amazon.com Inc
-1.32%
-$20,213.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$85,796.4 
RTX RTX Corporation
-1.24%
-$5,074.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.12%
-$105,507.28 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$12,604.98 
TSLA Tesla, Inc.
-1.05%
-$3,019.02 
JPM JPMorgan Chase & Co.
-1.03%
-$7,091.98 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$287,462.18 
FNDF Schwab Fundamental International Large Company Index ETF
-0.95%
-$279,890.7 
VLUE iShares MSCI USA Value Factor ETF
-0.9%
-$3,287.85 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$72,343.59 
IVV iShares Core S&P 500 ETF
-0.75%
-$3,266.01 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.74%
-$7,928.3 
VOO Vanguard S&P 500 ETF
-0.74%
-$9,595.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$178,955.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$2,181.4 
SCHB Schwab U.S. Broad Market ETF
-0.7%
-$13,903.72 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$26,524.96 
PFG Principal Financial Group, Inc.
-0.22%
-$816.34 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.21%
-$2,547.36 
CGMU Capital Group Municipal Income ETF
-0.18%
-$3,784.3 
MUB iShares National Muni Bond ETF
-0.13%
-$2,831.08 
MEAR iShares Short Maturity Bond ETF
-0.08%
-$238.08 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$13,746.78 
CGCB Capital Group Core Bond ETF
-0.04%
-$162.59 
CGSM Capital Group Short Duration Municipal Income ETF
-0.04%
-$979.27 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$283.5 
VCRB Vanguard Core Bond ETF
-0.02%
-$3,362.61 Events
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Dividends
Dividend Analysis
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| Trades 718 | Longs Won 551/718 76% | Profit Factor 17.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $424,700.23 |
| Average Win $172,753.78 | Best Trade (Jul 10) $4.54M | Sharpe Ratio -9.39 |
| Average Loss -$31,755.91 | Worst Trade (Dec 31) -$755,502.1 | Z-Score 17.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 5d | Expectancy $125,186.76 |
| 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 | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
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