David Kennon Portfolio

Invests via David Kennon Inc | Managed by David Kennon

Invests via David Kennon Inc

Managed by David Kennon

Automatically Tracked

Tracking: 0 Updated: 8 hours ago

David Kennon Profile

With extensive expertise in the corporate landscape, David Kennon has established himself as a prominent operating executive. His career encompasses key leadership roles where he has driven substantial organizational growth and operational excellence. Renowned for his strategic acumen, he adeptly navigates complex business environments to enhance efficiency and market presence. Additionally, David’s background reflects significant involvement in capital markets and investment opportunities that capitalize on emerging trends within various sectors. He leverages a deep understanding of competitive dynamics to foster partnerships that fuel innovation and expansion.

Investment Philosophy & Strategy

Investment strategies reflect a deep appreciation for operational effectiveness and market adaptability. Grounded in his extensive corporate experience, David Kennon evaluates opportunities through a lens of innovation, identifying sectors ripe for transformation. His decisions are influenced by insights into competitive behavior and economic shifts that shape industry landscapes. He prioritizes growth initiatives that leverage existing strengths while establishing strategic alliances to unlock new avenues of expansion. This focus on enhancing organizational capabilities ensures that capital deployment is not only responsive but also anticipatory, seeking out investments with sustainable long-term potential.

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:

29.55%

Gain +0.91%

Monthly

0.9%

Yearly

11.36%

Drawdown

11.04%

$310.19M

Equity

Holdings

$310.19M

Investment

$208.87M

$121.01M

Profit +$3.45M

Realized

$19.69M

Unrealized

$101.32M

Dividends

$23.18M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.91%

Profit

$3.45M

Win %

85%

This Week

Compared To Last Week

Gain

1.13%

Profit

$3.45M

Win %

85%

This Month

Compared to last month

Gain

0.43%

Profit

$1.32M

Win %

85%

This Year

Compared to last year

Gain

6.51%

Profit

$19.38M

Win %

84%

Gainers
Losers

BOTZ Global X Robotics & Artificial Intelligence ETF

+2.98%

+$11,304.15

AMZN Amazon.com Inc

+2.96%

+$19,937.43

ONEQ Fidelity Nasdaq Composite Index Fund

+2.87%

+$687,600.68

MGK Vanguard Mega Cap Growth ETF

+2.64%

+$18,216.95

MSFT Microsoft Corp.

+2.29%

+$7,554.31

SPEM SPDR Portfolio Emerging Markets ETF

+2%

+$160,766.98

MGC Vanguard Mega Cap ETF

+1.84%

+$81,583.34

BKLC BNY Mellon US Large Cap Core Equity ETF

+1.74%

+$49,440.6

AAPL Apple Inc.

+1.73%

+$45,139.22

VOO Vanguard S&P 500 ETF

+1.72%

+$1.33M

SPY SPDR S&P 500 ETF Trust

+1.71%

+$9,162.18

VTI VANGUARD TOTAL STOCK MKT ETF

+1.67%

+$610,295.67

IVV iShares Core S&P 500 ETF

+1.47%

+$9,340.87

VXUS Vanguard Total International Stock Index Fund Investor Shares

+1.44%

+$287,821.69

VO Vanguard Mid-Cap ETF

+1.33%

+$159,907.62

BIBL Inspire 100 ETF

+1.13%

+$2,761.29

IWD iShares Russell 1000 Value ETF

+0.79%

+$16,076.16

VB Vanguard Small-Cap ETF

+0.78%

+$109,438.56

VPU Vanguard Utilities ETF

+0.67%

+$56,762.31

PFFD Global X U.S. Preferred ETF

+0.61%

+$5,002.96

VWOB Vanguard Emerging Markets Government Bond Fund

+0.29%

+$3,868.99

CEMB iShares J.P. Morgan EM Corporate Bond ETF

+0.26%

+$710.52

USHY iShares Broad USD High Yield Corporate Bond ETF

+0.18%

+$1,153.62

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

+0.15%

+$836.68

AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

+0.13%

+$1,434.38

BND Vanguard Total Bond Market Index Fund

+0.07%

+$2,513.39

SPBO SPDR Portfolio Corporate Bond ETF

+0.07%

+$1,118.92

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.07%

+$2,242.2

VGSH Vanguard Short-Term Treasury Fund

+0.06%

+$4,165.7

VUSB Vanguard Ultra-Short Bond ETF

+0.06%

+$10,805.88

ICSH iShares Short Treasury Bond ETF

+0.05%

+$1,677.75

GCOR Goldman Sachs Access U.S. Aggregate Bond ETF

+0.05%

+$1,880.46

ULST SPDR SSgA Ultra Short Term Bond ETF

+0.01%

+$258.22

XBIL U.S. Treasury 6-Month Bill ETF

+$0.73

SPHD Invesco S&P 500 High Dividend Low Volatility ETF

-0.92%

-$27,463.08

VNQ Vanguard Real Estate ETF

-0.9%

-$74,966.48

FIDI Fidelity International High Dividend ETF

-0.7%

-$69,543.2

LLY Eli Lilly and Company

-0.7%

-$1,769.6

VHT Vanguard Health Care ETF

-0.47%

-$26,970.36

DJD Invesco Dow Jones Industrial Average Dividend ETF

-0.18%

-$24,949.48

JPM JPMorgan Chase & Co.

-0.1%

-$234.96

Events

Dividends

Dividend Analysis

No Data

Trades 433	Longs Won 373/433 86%	Profit Factor 179.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.73M
Average Win $326,247.83	Best Trade (Jun 15) $24.38M	Sharpe Ratio -11.7
Average Loss -$11,304.79	Worst Trade (Jun 30) -$210,863.52	Z-Score 23.67 (100%)
Commissions $0	Avg. Trade Length 1y 10m 1w 5d	Expectancy $279,473.79

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%	0.23%
Consecutive Losing Trades	27,778	25,000	22,222	19,444	16,667	13,889	11,111	8,333	5,556	2,778