Author

@jeffkilburg jeffkilburg

Named ETF manager streaming bullish price call-outs on his own Intel-heavy holdings

Fund manager (KKM Financial; runs ESN/Essential 40 and GARY/

trader score
+0.81
hit rate
65%
mean α
+0.51%
signals 14d
20

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 65% hit rate, +0.51% mean alpha, trader score +0.81. Their last-14d mentions, direction-adjusted, have moved -6.3% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02XLV@jeffkilburg+0.35Discusses recent red-hot healthcare trade in second half of 2026.
2026-07-02LLY@jeffkilburg+0.25Discusses recent red-hot healthcare trade in second half of 2026.
2026-07-02UNH@jeffkilburg+0.25Discusses recent red-hot healthcare trade in second half of 2026.
2026-07-01ESN@jeffkilburg+0.25Reports ETF rankings in top 1% and top 19% categories per Morningstar.·
2026-07-01GARY@jeffkilburg+0.35Reports ETF rankings in top 1% and top 19% categories per Morningstar.·
2026-06-29ASML@jeffkilburg+0.30Says discussed tech names are now moving after repricing.-6.0%
2026-06-29LRCX@jeffkilburg+0.30Says discussed tech names are now moving after repricing.-14.5%
2026-06-29AMAT@jeffkilburg+0.30Says discussed tech names are now moving after repricing.-13.2%
2026-06-29GARY@jeffkilburg+0.25Says discussed tech names are now moving after repricing.·
2026-06-29KLAC@jeffkilburg+0.30Says discussed tech names are now moving after repricing.-15.4%
2026-06-29TSLA@jeffkilburg+0.25Reports TSLA back above $400.-4.5%
2026-06-24QQQ@jeffkilburg+0.30MU rose 8% after robust top and bottom line earnings beat; author says QQQ dip buyers clear for now.+0.3%
2026-06-24MU@jeffkilburg+0.70MU rose 8% after robust top and bottom line earnings beat; author says QQQ dip buyers clear for now.-7.0%
2026-06-24MMM@jeffkilburg+0.45Homebuilder and Essential 40 names are seeing pops of almost 6% each.-3.3%
2026-06-24HD@jeffkilburg+0.45Homebuilder and Essential 40 names are seeing pops of almost 6% each.+4.4%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.