David Kennon Portfolio
Invests via David Kennon Inc | Managed by David Kennon
Invests via David Kennon Inc
Managed by David Kennon
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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.
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.
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:
50.94%
Gain +2.71%
Monthly
1.22%
Yearly
15.62%
Drawdown
14.63%
$309.37M
Equity
Holdings
$309.37M
Investment
$216.7M
$124.8M
Profit +$6.76M
Realized
$32.12M
Unrealized
$92.67M
Dividends
$24.51M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.71%
Profit
$6.76M
Win %
82%
This Week
Compared To Last Week
Gain
2.15%
Profit
$6.5M
Win %
82%
This Month
Compared to last month
Gain
2.64%
Profit
$7.94M
Win %
82%
This Year
Compared to last year
Gain
1.96%
Profit
$6M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$101,817.73 
MSFT Microsoft Corp.
+3.02%
+$11,508.89 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$93,530.35 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$7,131.65 
XLE Energy Select Sector SPDR Fund
+1%
+$33,882.52 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$3,273.6 
MGC Vanguard Mega Cap ETF
+0.87%
+$38,156.29 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$27,229.55 
BIBL Inspire 100 ETF
+0.8%
+$1,859.32 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$59,377.89 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,855.5 
VOO Vanguard S&P 500 ETF
+0.71%
+$550,287.75 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$19,913.85 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$118,107.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,377.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$186,104.2 
IWD iShares Russell 1000 Value ETF
+0.44%
+$9,350.64 
JPM JPMorgan Chase & Co.
+0.27%
+$669.28 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$108.81 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$111.25 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$3,542.32 
ICSH iShares Short Treasury Bond ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$218,497.72 
FIDI Fidelity International High Dividend ETF
-0.92%
-$92,047.86 
VHT Vanguard Health Care ETF
-0.76%
-$46,399.66 
VPU Vanguard Utilities ETF
-0.71%
-$37,538.72 
VNQ Vanguard Real Estate ETF
-0.54%
-$45,376.74 
LLY Eli Lilly and Company
-0.53%
-$1,373.12 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$16,456.32 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.32%
-$12,233.78 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,025.41 
VB Vanguard Small-Cap ETF
-0.22%
-$30,902.24 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,059.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$41,859.36 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$3,132.42 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$2,076.3 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$5,613.7 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$198.32 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$3,619.14 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,747.16 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$544.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,295.2 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$139.14 Events
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Dividends
Dividend Analysis
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| Trades 471 | Longs Won 400/471 84% | Profit Factor 105.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.66M |
| Average Win $314,964.82 | Best Trade (Aug 13) $25.48M | Sharpe Ratio -11.04 |
| Average Loss -$16,742.18 | Worst Trade (Aug 02) -$1.2M | Z-Score 18.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 6d | Expectancy $264,962.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,911 | $1.27M | $2.75M | - | $1.48M | 117.03% | -7.354% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 24,427 | $1.03M | $1.04M | - | $8,193.93 | 0.79% | -0.199% |
| AMZN Amazon.com Inc | 2,822 | $333,958.65 | $766,398.73 | - | $432,440.08 | 129.49% | +15.321% |
| BIBL Inspire 100 ETF | 4,324 | $203,876.6 | $235,528.28 | - | $31,651.68 | 15.52% | +0.796% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 60,345 | $2.08M | $2.87M | - | $797,799.07 | 38.42% | +0.698% |
| BND Vanguard Total Bond Market Index Fund | 42,239 | $3.01M | $3.05M | - | $36,168.58 | 1.2% | -0.262% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 10,230 | $325,416.3 | $360,300.6 | - | $34,884.3 | 10.72% | +0.917% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 4,958 | $222,165.9 | $224,151.18 | - | $1,985.28 | 0.89% | -0.088% |
| FIDI Fidelity International High Dividend ETF | 340,918 | $5.43M | $9.96M | - | $4.53M | 83.56% | -0.916% |
| GCOR Goldman Sachs Access U.S. Aggregate Bond ETF | 94,106 | $3.87M | $3.81M | - | -$66,078.8 | -1.71% | -0.32% |
| ICSH iShares Short Treasury Bond ETF | 67,495 | $3.42M | $3.41M | - | -$4,034.3 | -0.12% | 0.0 |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 64,760 | $3.4M | $3.38M | - | -$25,799.45 | -0.76% | -0.038% |
| IVV iShares Core S&P 500 ETF | 855 | $453,819.52 | $641,523.61 | - | $187,704.09 | 41.36% | +0.687% |
| IWD iShares Russell 1000 Value ETF | 8,424 | $1.55M | $2.12M | - | $575,119.33 | 37.2% | +0.443% |
| JPM JPMorgan Chase & Co. | 712 | $170,673.53 | $250,474.49 | - | $79,800.96 | 46.76% | +0.268% |
| LLY Eli Lilly and Company | 224 | $240,728.32 | $257,340.15 | - | $16,611.83 | 6.9% | -0.531% |
| MGC Vanguard Mega Cap ETF | 16,168 | $2.6M | $4.41M | - | $1.81M | 69.49% | +0.872% |
| MGK Vanguard Mega Cap Growth ETF | 7,507 | $587,674.96 | $648,079.31 | - | $60,404.35 | 10.28% | +1.113% |
| MSFT Microsoft Corp. | 845 | $256,910.2 | $392,688.4 | - | $135,778.2 | 52.85% | +3.019% |
| ONEQ Fidelity Nasdaq Composite Index Fund | 76,041 | $3.82M | $7.61M | - | $3.78M | 99.03% | +1.245% |
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FAQ
Which stocks have generated the highest profits for David Kennon?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity Nasdaq Composite Index Fund - $11.81M, VANGUARD TOTAL STOCK MKT ETF - $11.43M, Vanguard S&P 500 ETF - $3.85M, Vanguard Total International Stock Index Fund Investor Shares - $3.23M, and Vanguard Ultra-Short Bond ETF - $2.87M. 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: Vanguard Mega Cap Growth ETF - $12,207.29, Eli Lilly and Company - $11,477.2, Invesco Taxable Municipal Bond ETF - $687.74, and Vanguard ESG U.S. Corporate Bond Fund - $495.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Kennon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.51M earned over time. The largest contributors to dividend income include Vanguard Ultra-Short Bond ETF - $2.76M, Vanguard S&P 500 ETF - $2.16M, VANGUARD TOTAL STOCK MKT ETF - $2M, Vanguard Total International Stock Index Fund Investor Shares - $1.77M, and SPDR SSgA Ultra Short Term Bond ETF - $1.71M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Kennon's monthly returns?
David Kennon's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Kennon's strategy be considered aggressive or moderate?
David Kennon's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Kennon's strategy?
David Kennon's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
