Colton Loder Portfolio

Invests via Cohalo Advisory LLC | Managed by Colton Loder

Invests via Cohalo Advisory LLC

Managed by Colton Loder

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 03:15 PM

Growth-stage investor and operator with a focus on SaaS, fintech and consumer internet strategies, actively sourcing early revenue companies and advising scaling teams. Colton Loder brings experience in deal execution, portfolio company operational support and capital markets positioning. Background blends operator experience with venture investing, emphasizing go-to-market expansion, unit-economics improvement and follow-on fundraising readiness.

Investment Philosophy & Strategy

Focuses on growth-stage opportunities in SaaS, fintech and consumer internet, prioritizing early‑revenue teams with scalable go‑to‑market models and clear unit‑economics improvement paths. Employs a conviction-led, hands‑on approach: active sourcing, operational support for GTM and metrics, and follow‑on capital discipline to de‑risk scaling. Time horizon centers on multi-year growth to exit or strategic sale, balancing aggressive customer acquisition with rigorous unit-economics and capital efficiency.

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:

3.07%

Gain

Monthly

0.16%

Yearly

1.98%

Drawdown

10.35%

$1.29M

Equity

Holdings

$1.29M

Investment

$1.43M

-$107,268.45

Profit -$104,870.73

Realized

$36,075.72

Unrealized

-$143,344.16

Dividends

$157,861.7

Goals

Avg. 27.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

55%

Today

Compared To Yesterday

Gain

Profit

-$104,870.73

Win %

59%

This Week

Compared To Last Week

Gain

-8.29%

Profit

-$116,101.39

Win %

59%

This Month

Compared to last month

Gain

-9.06%

Profit

-$128,074.44

Win %

59%

This Year

Compared to last year

Gain

-9.02%

Profit

-$127,421.89

Win %

70%

Gainers
Losers

VXX iPath Series B S&P 500 VIX Short-Term Futures ETN

+4.71%

+$6,464

CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF

+0.79%

+$243.32

COST Costco Wholesale Corporation

+0.18%

+$5.25

GBIL Goldman Sachs Access Treasury 0-1 Year ETF

+0.04%

+$63.98

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$54.57

ZVOL Volatility Premium Plus ETF - Investor USD

-1.31%

-$4,092

MAR Marriott International Inc. - Class A

-1.27%

-$37.6

GVIP Goldman Sachs Hedge Industry VIP ETF

-1.2%

-$648.68

RSST Return Stacked U.S. Stocks & Managed Futures ETF

-1.18%

-$1,232.01

RSSY Return Stacked U.S. Stocks & Bonds Yield ETF

-0.58%

-$353.4

AMZN Amazon.com Inc

-0.46%

-$11.5

ACWF iShares Edge MSCI Multifactor Global ETF

-0.43%

-$581.15

RSSB Return Stacked Global Stocks & Bonds ETF

-0.34%

-$274.37

Events

Dividends

Dividend Analysis

No Data

Trades 58	Longs Won 37/58 63%	Profit Factor 0.52
Profitability	Shorts Won 0/0 0%	Standard Deviation $16,415.27
Average Win $3,102.48	Best Trade (Jul 10) $42,624.02	Sharpe Ratio -13.14
Average Loss -$10,574.3	Worst Trade (Jul 14) -$91,040	Z-Score -2.09 (100%)
Commissions $0	Avg. Trade Length 9m 3w 1d	Expectancy -$1,849.46

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	33.68E%	178.28T%	146.11B%	943.71M%	18.89M%	773,432.74%	51,882.65%	4,995.47%	633.88%
Consecutive Losing Trades	122	109	97	85	73	61	49	36	24	12