Bonnie Courtney Portfolio
Invests via Cambridge Financial Group LLC | Managed by Penny Marchand, Alicia Klein, Cole McClarren, Brandon Hodgeson, Bonnie Courtney
Invests via Cambridge Financial Group LLC
Managed by Penny Marchand, Alicia Klein, Cole McClarren, Brandon Hodgeson, Bonnie Courtney
Automatically Tracked
Veteran corporate executive and board director focused on strategy, governance and M&A across financial services and technology sectors. Bonnie Courtney has led corporate development and legal functions for public and private companies, advising on capital raises, strategic partnerships and regulatory matters. Market-facing profile emphasizes board-level oversight, transaction execution and stakeholder communications, with experience working alongside PE sponsors, institutional investors and senior management to drive growth and risk-managed expansion.
Veteran corporate executive and board director focused on strategy, governance and M&A across financial services and technology sectors. Bonnie Courtney has led corporate development and legal functions for public and private companies, advising on capital raises, strategic partnerships and regulatory matters. Market-facing profile emphasizes board-level oversight, transaction execution and stakeholder communications, with experience working alongside PE sponsors, institutional investors and senior management to drive growth and risk-managed expansion.
Investment Philosophy & Strategy
Brings a governance-first, risk-aware investment approach that prioritizes capital allocation toward disciplined, strategically aligned opportunities in fintech, financial services and enterprise software. Emphasizes thorough due diligence, regulatory and stakeholder impact analysis, and governance structures that preserve optionality while enabling scale. Prefers growth-stage and board-influenced situations where operational playbooks, M&A optionality and clear exit pathways exist. Time horizon is multi-year; decision-making balances legal and commercial lenses, favoring pragmatic deal structuring, partner alignment and staged capital commitment to manage downside.
Brings a governance-first, risk-aware investment approach that prioritizes capital allocation toward disciplined, strategically aligned opportunities in fintech, financial services and enterprise software. Emphasizes thorough due diligence, regulatory and stakeholder impact analysis, and governance structures that preserve optionality while enabling scale. Prefers growth-stage and board-influenced situations where operational playbooks, M&A optionality and clear exit pathways exist. Time horizon is multi-year; decision-making balances legal and commercial lenses, favoring pragmatic deal structuring, partner alignment and staged capital commitment to manage downside.
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:
60.24%
Gain +1.85%
Monthly
1.48%
Yearly
19.35%
Drawdown
18.95%
$323.73M
Equity
Holdings
$323.73M
Investment
$231.07M
$110.94M
Profit +$4.83M
Realized
$18.29M
Unrealized
$92.65M
Dividends
$12.56M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.85%
Profit
$4.83M
Win %
85%
This Week
Compared To Last Week
Gain
1.52%
Profit
$4.83M
Win %
85%
This Month
Compared to last month
Gain
2.62%
Profit
$8.27M
Win %
85%
This Year
Compared to last year
Gain
1.21%
Profit
$3.84M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$233,184.98 
GOOG Alphabet Inc
+6.88%
+$100,126.23 
GOOGL Alphabet Inc
+6.73%
+$74,690.28 
LGVN Longeveron Inc.
+4%
+$283.5 
META Meta Platforms Inc Class A
+3.28%
+$13,861.11 
ONTO Onto Innovation Inc.
+3.22%
+$6,101.41 
MSFT Microsoft Corp.
+3.02%
+$44,605.47 
NVDA NVIDIA Corporation
+2.93%
+$38,651.04 
CVX Chevron Corporation
+2.35%
+$10,391.48 
CSCO Cisco Systems, Inc.
+2.14%
+$14,300.55 
ORCL Oracle Corporation
+1.81%
+$3,945.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,974.72 
NOC Northrop Grumman Corporation
+1.43%
+$3,876.04 
GE General Electric Company
+1.42%
+$11,991.52 
COP ConocoPhillips
+1.22%
+$7,722.71 
AMAT Applied Materials, Inc.
+1.18%
+$1,988.31 
IOO iShares Global 100 ETF
+1.15%
+$7,470.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$67,993.02 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$1,926.06 
URI United Rentals, Inc.
+0.99%
+$2,147.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,448.56 
OEF iShares S&P 100 ETF
+0.95%
+$3,501.51 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$5,200.56 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$10,964.04 
IBM International Business Machines Corporation
+0.86%
+$3,224.05 
GEV GE Vernova Inc.
+0.85%
+$9,116.07 
MCD McDonald's Corporation
+0.82%
+$3,038.21 
EMR Emerson Electric Co.
+0.79%
+$5,012.68 
XVV iShares ESG Screened S&P 500
+0.78%
+$5,039.74 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$15,097.29 
TSLA Tesla, Inc.
+0.76%
+$4,207.84 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$11,834.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,238.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,530.22 
CAT Caterpillar Inc.
+0.7%
+$2,931.38 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$17,748.11 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,647.04 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$11,851.93 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$1,557.03 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$13,053.77 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,909.52 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$17,371.7 
IWB iShares Russell 1000 ETF
+0.64%
+$23,122.05 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$5,223.12 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$28,383.54 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,656.05 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,226.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$14,898.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,199.96 
PSX Phillips 66
+0.51%
+$1,588.65 
Q Qnity Electronics Inc.
+0.51%
+$943.13 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,639.24 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,710.95 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$87,097.6 
RTX RTX Corporation
+0.39%
+$1,424.64 
AVGO Broadcom Inc.
+0.37%
+$2,610.72 
PG Procter & Gamble Co
+0.37%
+$1,275.18 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,214.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$125,637.92 
BAC Bank of America Corporation
+0.36%
+$1,224.08 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$4,251.98 
MRK Merck & Co., Inc.
+0.32%
+$1,875.39 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$579.75 
JPM JPMorgan Chase & Co.
+0.27%
+$2,601.92 
VT Vanguard Total World Stock ETF
+0.26%
+$1,793.34 
AMP Ameriprise Financial, Inc.
+0.25%
+$625.14 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
JNJ Johnson & Johnson
+0.21%
+$2,477.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5,414.94 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$5,837.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$10,300.35 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$263.34 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$671.85 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$311.67 
NUE Nucor Corporation
+0.1%
+$675.5 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$206.36 
WMT Walmart Inc.
+0.09%
+$896.12 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$3,782.24 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$15,177.51 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$167.27 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$306.4 
EMXF iShares ESG Aware MSCI EM ETF
+0.03%
+$114.11 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$66.98 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$40,649.12 
AAPL Apple Inc.
-7.35%
-$489,664.4 
IBIT iShares Bitcoin Trust
-2.89%
-$22,154 
QCOM QUALCOMM Incorporated
-2.63%
-$18,537.59 
ABBV AbbVie Inc.
-2.51%
-$16,194.41 
NFLX Netflix, Inc.
-2%
-$5,326.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,506.72 
GLD SPDR Gold Shares
-1.49%
-$15,016.61 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,241.99 
TXN Texas Instruments Inc
-1.08%
-$4,267.29 
INTC Intel Corporation
-1.02%
-$4,193.37 
KO The Coca-Cola Company
-1.02%
-$4,832.1 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$2,089.44 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$3,638.34 
AMGN Amgen Inc.
-0.64%
-$1,691.37 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$3,592.38 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$22,382.01 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$6,768.64 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$14,906.36 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,791.37 
SCHF Schwab International Equity ETF
-0.58%
-$19,348.96 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$158,941.64 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.53%
-$2,036.58 
LLY Eli Lilly and Company
-0.53%
-$5,431.18 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,973.27 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$11,146.08 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$15,734.52 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,509 
IWM iShares Russell 2000 ETF
-0.47%
-$5,625.29 
DFIV Dimensional International Value ETF
-0.47%
-$18,717.48 
AVDE Avantis International Equity ETF
-0.46%
-$1,123.92 
PEP PepsiCo, Inc.
-0.46%
-$3,265.28 
DVY iShares Select Dividend ETF
-0.45%
-$2,069.22 
HD The Home Depot, Inc.
-0.42%
-$1,674.97 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$16,743.48 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,198.96 
AXP American Express Company
-0.38%
-$5,665.43 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,007.66 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.29%
-$731.17 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$10,203.95 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$6,305.85 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,850.99 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,043.64 
IWN iShares Russell 2000 Value ETF
-0.25%
-$604.98 
COST Costco Wholesale Corporation
-0.24%
-$1,155.94 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,772.6 
AHR American Healthcare REIT, Inc.
-0.23%
-$1,559.09 
VB Vanguard Small-Cap ETF
-0.22%
-$861.27 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,369 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$3,923.01 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$19,508.88 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,015.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,397.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$5,391.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$633.59 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$5,060.34 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$2,053.35 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$44,633.82 
IXUS iShares Core International Stock ETF
-0.15%
-$2,281.16 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$352.76 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$729.66 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$280.22 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$528.63 
VO Vanguard Mid-Cap ETF
-0.05%
-$172.8 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$114.99 
V Visa Inc. Class A
-0.04%
-$216.56 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$84.09 
TGT Target Corporation
-0.01%
-$36.72 Events
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Dividends
Dividend Analysis
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| Trades 1244 | Longs Won 1042/1244 83% | Profit Factor 63.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $424,109.56 |
| Average Win $108,185.21 | Best Trade (Aug 14) $7.27M | Sharpe Ratio -9.82 |
| Average Loss -$8,849.83 | Worst Trade (Sep 01) -$89,173.57 | Z-Score 32.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 2d | Expectancy $89,181.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,970 | $4.3M | $6.17M | - | $1.87M | 43.45% | -7.354% |
| ABBV AbbVie Inc. | 2,503 | $410,642.03 | $628,102.82 | - | $217,460.79 | 52.96% | -2.513% |
| AHR American Healthcare REIT, Inc. | 11,993 | $503,827 | $666,810.8 | - | $162,983.8 | 32.35% | -0.233% |
| AMAT Applied Materials, Inc. | 337 | $243,651 | $171,084.79 | - | -$72,566.21 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 682 | $239,969.33 | $262,679.12 | - | $22,709.79 | 9.46% | -0.64% |
| AMP Ameriprise Financial, Inc. | 453 | $172,063.35 | $247,265.53 | - | $75,202.18 | 43.71% | +0.253% |
| AMZN Amazon.com Inc | 6,463 | $1.02M | $1.76M | - | $734,290.13 | 71.92% | +15.321% |
| AVDE Avantis International Equity ETF | 2,676 | $227,058.65 | $244,077.96 | - | $17,019.31 | 7.5% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 5,018 | $313,655.48 | $525,083.52 | - | $211,428.04 | 67.41% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 7,465 | $431,112.74 | $668,192.15 | - | $237,079.41 | 54.99% | +0.101% |
| AVGO Broadcom Inc. | 1,813 | $241,696.29 | $705,764.64 | - | $464,068.35 | 192% | +0.371% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 4,101 | $272,998 | $307,812.85 | - | $34,814.85 | 12.75% | +0.101% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,660 | $769,478.41 | $959,644.8 | - | $190,166.39 | 24.71% | +0.032% |
| AXP American Express Company | 4,461 | $845,451.53 | $1.5M | - | $654,559.72 | 77.42% | -0.376% |
| BAC Bank of America Corporation | 5,564 | $230,951 | $344,689.8 | - | $113,738.8 | 49.25% | +0.356% |
| BRK-A Berkshire Hathaway Inc. | 4 | $2.95M | $3.07M | - | $113,538.25 | 3.85% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 3,879 | $1.87M | $1.98M | - | $111,957.77 | 5.98% | +0.365% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 17,638 | $290,841.03 | $291,115.19 | - | $274.16 | 0.09% | -0.121% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 10,318 | $223,746.13 | $224,210.14 | - | $464.01 | 0.21% | +0.092% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 13,398 | $283,184.53 | $282,429.84 | - | -$754.69 | -0.27% | +0.024% |
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FAQ
Which stocks have generated the highest profits for Bonnie Courtney?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $1.63M, Dimensional International Core Equity Market ETF - $1.32M, Dimensional International Value ETF - $1.29M, Dimensional U.S. Core Equity 2 ETF - $1.12M, and Schwab U.S. Large-Cap Growth ETF - $1.1M. 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: Berkshire Hathaway Inc - $130,325.25, Tesla, Inc - $97,931.39, Zoetis Inc - $61,965.41, Invesco CurrencyShares Japanese Yen Trust - $58,939.88, and Boeing Company - $58,621.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bonnie Courtney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.56M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.27M, Dimensional Emerging Markets Value ETF - $958,934.74, Dimensional Emerging Markets Core Equity 2 ETF - $835,145.44, Dimensional US Targeted Value ETF - $703,906.25, and Dimensional World ex U.S. Core Equity 2 ETF - $625,387.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bonnie Courtney's monthly returns?
Bonnie Courtney'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 Bonnie Courtney's strategy be considered aggressive or moderate?
Bonnie Courtney'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 Bonnie Courtney's strategy?
Bonnie Courtney'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.
