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:
7.45%
Gain
Monthly
0.24%
Yearly
2.87%
Drawdown
31.75%
$326.7M
Equity
Holdings
$326.7M
Investment
$240.17M
$100.96M
Profit -$3.09M
Realized
$14.42M
Unrealized
$86.53M
Dividends
$12.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.09M
Win %
86%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$4.24M
Win %
86%
This Month
Compared to last month
Gain
-1.15%
Profit
-$3.79M
Win %
86%
This Year
Compared to last year
Gain
10.04%
Profit
$29.68M
Win %
85%
PSX Phillips 66
+2.58%
+$7,634.49 
CSCO Cisco Systems, Inc.
+2.28%
+$14,710 
NOC Northrop Grumman Corporation
+1.62%
+$4,608.46 
CVX Chevron Corporation
+1.61%
+$6,805.04 
JNJ Johnson & Johnson
+1.4%
+$16,317.99 
COP ConocoPhillips
+1.37%
+$8,228.67 
XOM Exxon Mobil Corporation
+1.32%
+$5,736.96 
GEV GE Vernova Inc.
+1.31%
+$14,919.15 
GE General Electric Company
+1.21%
+$9,941.28 
ORCL Oracle Corporation
+1.15%
+$2,441.01 
AHR American Healthcare REIT, Inc.
+0.99%
+$6,716.08 
ALB Albemarle Corporation
+0.93%
+$1,321.58 
ABBV AbbVie Inc.
+0.8%
+$5,108.16 
GLD SPDR Gold Shares
+0.69%
+$7,572.6 
LLY Eli Lilly and Company
+0.68%
+$7,245.52 
CTVA Corteva Inc.
+0.61%
+$2,026.72 
CAT Caterpillar Inc.
+0.51%
+$2,284.81 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$12,732.37 
EMR Emerson Electric Co.
+0.26%
+$1,529.28 
BLV Vanguard Long-Term Bond ETF
+0.2%
+$642.2 
AAPL Apple Inc.
+0.11%
+$7,588.4 
NUE Nucor Corporation
+0.09%
+$567.42 
RTX RTX Corporation
+0.06%
+$194.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$600.66 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.05%
+$203.28 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.05%
+$124.97 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$167.27 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$182.85 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.03%
+$100.99 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.02%
+$72.86 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$57.49 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$125.89 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
NFLX Netflix, Inc.
-7.56%
-$20,434.32 
KO The Coca-Cola Company
-3.9%
-$18,802.68 
IBM International Business Machines Corporation
-3.66%
-$13,954.8 
META Meta Platforms Inc Class A
-3.51%
-$18,310.32 
GOOGL Alphabet Inc
-2.65%
-$31,212.36 
TXN Texas Instruments Inc
-2.64%
-$10,851.84 
GOOG Alphabet Inc
-2.61%
-$28,151.5 
TSLA Tesla, Inc.
-2.57%
-$17,665.36 
GS The Goldman Sachs Group, Inc.
-2.57%
-$6,664.44 
HD The Home Depot, Inc.
-2.5%
-$9,641.98 
NVDA NVIDIA Corporation
-2.5%
-$39,559.66 
MCD McDonald's Corporation
-2.14%
-$8,813.44 
VWO Vanguard FTSE Emerging Markets ETF
-1.97%
-$17,889.52 
SPEM SPDR Portfolio Emerging Markets ETF
-1.95%
-$39,202 
INTC Intel Corporation
-1.92%
-$8,907.54 
SCHE Schwab Emerging Markets Equity ETF
-1.82%
-$22,663.65 
AMGN Amgen Inc.
-1.8%
-$4,730.19 
V Visa Inc. Class A
-1.8%
-$10,416.14 
AXP American Express Company
-1.77%
-$29,190.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.69%
-$352,062.1 
PEP PepsiCo, Inc.
-1.66%
-$11,662.64 
MSFT Microsoft Corp.
-1.61%
-$21,539.19 
IWF iShares Russell 1000 Growth ETF
-1.59%
-$34,570.16 
DFAE Dimensional Emerging Core Equity Market ETF
-1.57%
-$22,913.45 
ONTO Onto Innovation Inc.
-1.56%
-$4,956.31 
IEMG iShares Core MSCI Emerging Markets ETF
-1.54%
-$13,851.6 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$36,098.5 
AVDV Avantis International Small Cap Value ETF
-1.51%
-$7,878.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$5,285.64 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.44%
-$97,516 
EMXF iShares ESG Aware MSCI EM ETF
-1.35%
-$5,344.01 
AVEM Avantis Emerging Markets Equity ETF
-1.33%
-$9,054 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.32%
-$101,538.63 
IJS iShares S&P Small-Cap 600 Value ETF
-1.31%
-$62,675.23 
ESGE iShares ESG Aware MSCI EM ETF
-1.3%
-$7,741.18 
LGVN Longeveron Inc.
-1.25%
-$80.85 
DFSV Dimensional US Small Cap Value ETF
-1.24%
-$9,121.86 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-1.24%
-$5,679.6 
DFEV Dimensional Emerging Markets Value ETF
-1.23%
-$251,008.56 
IWN iShares Russell 2000 Value ETF
-1.22%
-$5,141.8 
OEF iShares S&P 100 ETF
-1.2%
-$4,523.64 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-1.2%
-$41,868.7 
DFSU Dimensional US Sustainability Core 1 ETF
-1.18%
-$19,575.36 
DFAT Dimensional US Targeted Value ETF
-1.15%
-$319,813.12 
PG Procter & Gamble Co
-1.13%
-$4,268.18 
SCHX Schwab U.S. Large-Cap ETF
-1.11%
-$32,984.82 
XJR iShares ESG Screened S&P Small-Cap ETF
-1.1%
-$6,968.25 
IVV iShares Core S&P 500 ETF
-1.09%
-$4,775.81 
IWB iShares Russell 1000 ETF
-1.09%
-$46,233.21 
IWV ISHARES RUSSELL 3000 ETF
-1.08%
-$9,860 
SCHB Schwab U.S. Broad Market ETF
-1.08%
-$54,867.96 
AMZN Amazon.com Inc
-1.08%
-$17,325.9 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.07%
-$7,461.31 
SPY SPDR S&P 500 ETF Trust
-1.07%
-$22,271.54 
DFUS Dimensional U.S. Equity Market ETF
-1.07%
-$24,592.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.06%
-$8,439 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.04%
-$12,642.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.04%
-$12,282.55 
AVUV Avantis U.S. Small Cap Value ETF
-1.03%
-$10,083.74 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.03%
-$12,340.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.03%
-$98,916.75 
VT Vanguard Total World Stock ETF
-1.03%
-$7,318.85 
AVGO Broadcom Inc.
-1.02%
-$6,861.88 
PEG Public Service Enterprise Group Incorporated
-1.02%
-$2,100.26 
DFAS Dimensional U.S. Small Cap ETF
-1.02%
-$29,199.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$10,995.14 
IOO iShares Global 100 ETF
-1%
-$6,472.8 
AMP Ameriprise Financial, Inc.
-0.99%
-$2,396.37 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.99%
-$8,243.6 
IXUS iShares Core International Stock ETF
-0.99%
-$15,071.95 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$4,198.52 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.95%
-$2,983.48 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.95%
-$17,518.59 
FNDC Schwab Fundamental International Small Company Index ETF
-0.93%
-$2,613.52 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.93%
-$314,343.41 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.92%
-$28,272.6 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.9%
-$18,084.29 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.88%
-$7,405 
VB Vanguard Small-Cap ETF
-0.87%
-$5,674.69 
DISV Dimensional International Small Cap Equity Fund
-0.86%
-$20,805.49 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.86%
-$10,602.93 
IWM iShares Russell 2000 ETF
-0.84%
-$12,327.77 
QCOM QUALCOMM Incorporated
-0.83%
-$6,683.4 
BAC Bank of America Corporation
-0.82%
-$2,809.82 
SDY SPDR S&P Dividend ETF
-0.8%
-$1,858.79 
AVDE Avantis International Equity ETF
-0.8%
-$1,949.81 
XVV iShares ESG Screened S&P 500
-0.78%
-$5,154.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.78%
-$21,685.23 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$27,391.5 
COST Costco Wholesale Corporation
-0.77%
-$3,913.14 
SCHA Schwab U.S. Small-Cap ETF
-0.76%
-$37,498.76 
VIG Vanguard Dividend Appreciation ETF
-0.73%
-$8,583.42 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.72%
-$8,047.5 
DFAI Dimensional International Core Equity Market ETF
-0.69%
-$3,994.28 
SCHF Schwab International Equity ETF
-0.68%
-$25,996.2 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$174,349.62 
SCHM Schwab U.S. Mid-Cap ETF
-0.67%
-$15,658.52 
DGRO iShares Core Dividend Growth ETF
-0.64%
-$26,045.42 
TGT Target Corporation
-0.64%
-$1,635.82 
IWD iShares Russell 1000 Value ETF
-0.62%
-$10,710.7 
VO Vanguard Mid-Cap ETF
-0.59%
-$2,415.36 
IUSV iShares Core S&P U.S. Value ETF
-0.57%
-$4,250.55 
SCHV Schwab U.S. Large-Cap Value ETF
-0.56%
-$14,059.05 
T AT&T Inc.
-0.55%
-$1,236.79 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$1,759.99 
DVY iShares Select Dividend ETF
-0.52%
-$3,145 
VYM Vanguard High Dividend Yield ETF
-0.5%
-$12,160.53 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$18,229.37 
DFSI Dimensional International Sustainability Core 1 ETF
-0.48%
-$10,270.26 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
-0.48%
-$1,539.8 
JPM JPMorgan Chase & Co.
-0.46%
-$4,484 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.44%
-$2,321.2 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$1,259.6 
FNDF Schwab Fundamental International Large Company Index ETF
-0.43%
-$2,730.6 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$1,514.37 
VOE Vanguard Mid-Cap Value ETF
-0.41%
-$3,287.39 
VYMI Vanguard International High Dividend Yield Index Fund
-0.41%
-$12,163.47 
DFIV Dimensional International Value ETF
-0.39%
-$15,895.38 
WMT Walmart Inc.
-0.28%
-$2,916.21 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.27%
-$1,022.76 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.26%
-$956.28 
IBIT iShares Bitcoin Trust
-0.25%
-$1,848.51 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.24%
-$582.9 
BRK-A Berkshire Hathaway Inc.
-0.2%
-$5,999.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.13%
-$329.81 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.12%
-$243.21 
MRK Merck & Co., Inc.
-0.11%
-$659.82 
AMPX Amprius Technologies Inc.
-0.1%
-$100 
MUB iShares National Muni Bond ETF
-0.08%
-$202.14 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.06%
-$221.91 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.06%
-$318.82 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$57.67 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.02%
-$119.28 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.02%
-$62.99 Events
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Dividends
Dividend Analysis
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| Trades 1127 | Longs Won 945/1127 83% | Profit Factor 72.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,699.5 |
| Average Win $108,324.46 | Best Trade (Jul 17) $6.56M | Sharpe Ratio -10.08 |
| Average Loss -$7,750.01 | Worst Trade (Dec 31) -$86,083.5 | Z-Score 32.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $89,579.51 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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