CL
Colton Loder Portfolio
Invests via Cohalo Advisory LLC | Managed by Colton Loder
Invests via Cohalo Advisory LLC
Managed by Colton Loder
Automatically Tracked
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.
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.
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:
4.93%
Gain +1.27%
Monthly
0.25%
Yearly
3.06%
Drawdown
9.83%
$1.65M
Equity
Holdings
$1.65M
Investment
$1.57M
$61,260.67
Profit +$17,062.52
Realized
-$14,726.4
Unrealized
$75,987.06
Dividends
$176,738.55
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.27%
Profit
$17,062.52
Win %
60%
This Week
Compared To Last Week
Gain
1.3%
Profit
$21,176.59
Win %
60%
This Month
Compared to last month
Gain
1.3%
Profit
$21,176.59
Win %
60%
This Year
Compared to last year
Gain
-0.32%
Profit
-$5,303.61
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$360.8 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$1,271.19 
ZVOL Volatility Premium Plus ETF - Investor USD
+0.87%
+$1,976.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,170.25 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$1,288.32 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+0.52%
+$303.42 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$42.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$41.98 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.02%
+$12.95 
MAR Marriott International Inc. - Class A
-0.71%
-$21.2 
GVIP Goldman Sachs Hedge Industry VIP ETF
-0.64%
-$333.56 
COST Costco Wholesale Corporation
-0.24%
-$6.84 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$68.88 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
-0.06%
-$121.33 Events
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Dividends
Dividend Analysis
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| Trades 69 | Longs Won 51/69 73% | Profit Factor 1.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16,898.09 |
| Average Win $5,218.98 | Best Trade (Sep 29) $74,549 | Sharpe Ratio -10.91 |
| Average Loss -$11,383.73 | Worst Trade (Jun 29) -$72,896 | Z-Score -0.35 (27.38%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $887.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.08% | 0.55% | 2.63% | 10.26% | 34.13% |
| Consecutive Losing Trades | 145 | 130 | 116 | 101 | 87 | 72 | 58 | 43 | 29 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWF iShares Edge MSCI Multifactor Global ETF | 4,026 | $194,060.47 | $238,580.76 | - | $44,520.29 | 22.94% | +0.543% |
| AMZN Amazon.com Inc | 10 | $1,903 | $2,715.8 | - | $812.8 | 42.71% | +15.321% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 861 | $22,413.47 | $30,961.56 | - | $8,548.09 | 38.14% | -0.222% |
| COST Costco Wholesale Corporation | 3 | $2,837 | $2,855.67 | - | $18.67 | 0.66% | -0.239% |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 2,109 | $210,912.17 | $211,279.62 | - | $367.45 | 0.17% | +0.02% |
| GVIP Goldman Sachs Hedge Industry VIP ETF | 308 | $36,397.65 | $51,740.92 | - | $15,343.27 | 42.15% | -0.641% |
| IBIC iShares iBonds Oct 2026 Term TIPS ETF | 8,089 | $211,067 | $207,078.4 | - | -$3,988.6 | -1.89% | -0.059% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1,219 | $200,406 | $199,440.59 | - | -$965.41 | -0.48% | +0.59% |
| MAR Marriott International Inc. - Class A | 8 | $2,482 | $2,982.64 | - | $500.64 | 20.17% | -0.706% |
| RSSB Return Stacked Global Stocks & Bonds ETF | 2,589 | $67,877.84 | $78,278.41 | - | $10,400.57 | 15.32% | +0.017% |
| RSST Return Stacked U.S. Stocks & Managed Futures ETF | 3,131 | $74,209.08 | $102,039.29 | - | $27,830.21 | 37.5% | +1.261% |
| RSSY Return Stacked U.S. Stocks & Bonds Yield ETF | 2,334 | $46,500.05 | $58,163.28 | - | $11,663.23 | 25.08% | +0.524% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 2,099 | $210,793.47 | $211,390.29 | - | $596.82 | 0.28% | +0.02% |
| ZVOL Volatility Premium Plus ETF - Investor USD | 29,500 | $290,232 | $229,716.5 | - | -$60,515.5 | -20.85% | +0.868% |
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FAQ
Which stocks have generated the highest profits for Colton Loder?
The largest contributions to the portfolio's profits come from the following stocks: -1X Short VIX Futures ETF - $74,549, Volatility Premium Plus ETF - Investor USD - $58,656, Cambria Global Asset Allocation Fund - $45,715.72, iShares Core S&P Total U.S. Stock Market ETF - $16,364.72, and iShares 0-3 Month Treasury Bond ETF - $12,949.7. 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: iPath Series B S&P 500 VIX Short-Term Futures ETN - $72,896 and iShares Edge MSCI Multifactor Global ETF - $1,456.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Colton Loder's portfolio generate?
The portfolio generates substantial dividend income, with a total of $176,738.55 earned over time. The largest contributors to dividend income include Volatility Premium Plus ETF - Investor USD - $126,779, Cambria Global Asset Allocation Fund - $13,669.99, iShares 0-3 Month Treasury Bond ETF - $12,553.24, Goldman Sachs Access Treasury 0-1 Year ETF - $12,368.35, and iShares iBonds Oct 2026 Term TIPS ETF - $4,653.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Colton Loder's monthly returns?
Colton Loder's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Colton Loder's strategy be considered aggressive or moderate?
Colton Loder'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 Colton Loder's strategy?
Colton Loder's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
