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:
56.49%
Gain +0.23%
Monthly
1.34%
Yearly
17.4%
Drawdown
18.95%
$316.96M
Equity
Holdings
$316.96M
Investment
$230.63M
$104.72M
Profit +$608,259.26
Realized
$18.4M
Unrealized
$86.33M
Dividends
$13.8M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$608,259.26
Win %
84%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.03M
Win %
84%
This Month
Compared to last month
Gain
0.81%
Profit
$2.54M
Win %
84%
This Year
Compared to last year
Gain
-0.94%
Profit
-$3.05M
Win %
83%
NUE Nucor Corporation
+2.71%
+$18,616.78 
GE General Electric Company
+2.29%
+$17,045.6 
RTX RTX Corporation
+2.27%
+$7,191.04 
JPM JPMorgan Chase & Co.
+1.96%
+$18,158.08 
NOC Northrop Grumman Corporation
+1.84%
+$4,668.52 
TSLA Tesla, Inc.
+1.7%
+$10,983.28 
COP ConocoPhillips
+1.69%
+$12,782.4 
AXP American Express Company
+1.41%
+$19,762.19 
PEG Public Service Enterprise Group Incorporated
+1.36%
+$2,461.03 
AVDV Avantis International Small Cap Value ETF
+1.3%
+$7,011.65 
CTVA Corteva Inc.
+1.24%
+$611.84 
JNJ Johnson & Johnson
+1.24%
+$14,632.75 
PG Procter & Gamble Co
+1.22%
+$4,619.52 
BAC Bank of America Corporation
+1.22%
+$3,505.32 
CVX Chevron Corporation
+1.21%
+$6,115.32 
KO The Coca-Cola Company
+1.18%
+$5,825.36 
DFSI Dimensional International Sustainability Core 1 ETF
+1.17%
+$28,215.61 
PEP PepsiCo, Inc.
+1.14%
+$7,448.92 
DFIV Dimensional International Value ETF
+1.09%
+$42,300.45 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$21,179.34 
DFIC Dimensional International Core Equity Market ETF
+1.01%
+$274,535.56 
HD The Home Depot, Inc.
+1%
+$3,699.36 
FNDF Schwab Fundamental International Large Company Index ETF
+0.98%
+$4,579.57 
AAPL Apple Inc.
+0.97%
+$66,599.95 
EFV iShares MSCI EAFE Value ETF
+0.97%
+$3,533.53 
PSX Phillips 66
+0.94%
+$3,986.4 
DISV Dimensional International Small Cap Equity Fund
+0.92%
+$20,012.28 
AVDE Avantis International Equity ETF
+0.92%
+$2,221.08 
FNDC Schwab Fundamental International Small Company Index ETF
+0.89%
+$2,553.76 
MRK Merck & Co., Inc.
+0.89%
+$5,900.46 
LLY Eli Lilly and Company
+0.87%
+$9,666.27 
DVY iShares Select Dividend ETF
+0.86%
+$3,894.27 
WMT Walmart Inc.
+0.86%
+$9,050.61 
DFAI Dimensional International Core Equity Market ETF
+0.85%
+$4,723.27 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$29,309.78 
GEV GE Vernova Inc.
+0.83%
+$8,457.87 
BRK-A Berkshire Hathaway Inc.
+0.82%
+$26,056.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.81%
+$8,830.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$24,367.41 
COST Costco Wholesale Corporation
+0.79%
+$3,903.89 
V Visa Inc. Class A
+0.78%
+$4,818.9 
VYMI Vanguard International High Dividend Yield Index Fund
+0.78%
+$23,453.52 
SCHF Schwab International Equity ETF
+0.65%
+$21,162.92 
TXN Texas Instruments Inc
+0.64%
+$2,536.34 
AVUV Avantis U.S. Small Cap Value ETF
+0.6%
+$5,553.5 
DFAT Dimensional US Targeted Value ETF
+0.6%
+$166,362.42 
DGRO iShares Core Dividend Growth ETF
+0.6%
+$21,794.9 
VYM Vanguard High Dividend Yield ETF
+0.55%
+$9,536.83 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.55%
+$4,167.95 
ABBV AbbVie Inc.
+0.53%
+$3,779.56 
AMGN Amgen Inc.
+0.51%
+$1,520.86 
VOE Vanguard Mid-Cap Value ETF
+0.51%
+$3,896.11 
EMR Emerson Electric Co.
+0.49%
+$3,355.92 
IJS iShares S&P Small-Cap 600 Value ETF
+0.48%
+$19,539.92 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.48%
+$15,469.11 
IUSV iShares Core S&P U.S. Value ETF
+0.47%
+$2,957.04 
SCHV Schwab U.S. Large-Cap Value ETF
+0.47%
+$11,210.4 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.47%
+$7,939.43 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$1,520.64 
AMP Ameriprise Financial, Inc.
+0.45%
+$1,012.46 
CAT Caterpillar Inc.
+0.43%
+$1,641.47 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$11,403.52 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.4%
+$28,497.63 
VIG Vanguard Dividend Appreciation ETF
+0.4%
+$4,367.91 
IWD iShares Russell 1000 Value ETF
+0.4%
+$5,222.18 
IWN iShares Russell 2000 Value ETF
+0.36%
+$836 
GLD SPDR Gold Shares
+0.36%
+$3,660.64 
AHR American Healthcare REIT, Inc.
+0.35%
+$2,218.73 
IXUS iShares Core International Stock ETF
+0.35%
+$5,295.55 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$9,119.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.33%
+$3,663 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.33%
+$29,267.76 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.22%
+$432.63 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.17%
+$972.88 
TGT Target Corporation
+0.16%
+$459.5 
DFSU Dimensional US Sustainability Core 1 ETF
+0.15%
+$2,642.15 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.14%
+$420.33 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.13%
+$792.95 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$352.76 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.11%
+$420.45 
DFAS Dimensional U.S. Small Cap ETF
+0.09%
+$2,530.15 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.09%
+$611.96 
IOO iShares Global 100 ETF
+0.08%
+$556.8 
MCD McDonald's Corporation
+0.08%
+$269.3 
VO Vanguard Mid-Cap ETF
+0.07%
+$259.2 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.07%
+$315.68 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$172.47 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$355.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.02%
+$7,852.37 
VT Vanguard Total World Stock ETF
+0.01%
+$87.48 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
0%
$0 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
0%
$0 
INTC Intel Corporation
-2.58%
-$11,092.14 
NFLX Netflix, Inc.
-2.22%
-$5,873.28 
UNH UnitedHealth Group Incorporated
-2.12%
-$4,270.56 
ONTO Onto Innovation Inc.
-1.79%
-$3,141.55 
AVGO Broadcom Inc.
-1.77%
-$11,077.41 
QCOM QUALCOMM Incorporated
-1.73%
-$14,309.63 
AMAT Applied Materials, Inc.
-1.71%
-$2,480.32 
ORCL Oracle Corporation
-1.7%
-$3,911.32 
META Meta Platforms Inc Class A
-1.52%
-$8,769.02 
Q Qnity Electronics Inc.
-1.5%
-$2,557.91 
MTUM iShares MSCI USA Momentum Factor ETF
-1.33%
-$2,835.07 
CSCO Cisco Systems, Inc.
-1.22%
-$7,885.9 
ESGE iShares ESG Aware MSCI EM ETF
-0.98%
-$5,643.15 
GOOGL Alphabet Inc
-0.95%
-$11,035.68 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.9%
-$1,741.65 
AVEM Avantis Emerging Markets Equity ETF
-0.86%
-$5,822.7 
EMXF iShares ESG Aware MSCI EM ETF
-0.85%
-$3,364.16 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$10,615.04 
GOOG Alphabet Inc
-0.83%
-$12,510.33 
QQQ Invesco QQQ Trust, Series 1
-0.83%
-$20,215.16 
IEMG iShares Core MSCI Emerging Markets ETF
-0.79%
-$6,851.67 
DFEV Dimensional Emerging Markets Value ETF
-0.79%
-$164,423.02 
FRDM Freedom 100 Emerging Markets ETF
-0.78%
-$1,846.71 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.73%
-$152,420.8 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.72%
-$2,255.55 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$10,970.02 
SPEM SPDR Portfolio Emerging Markets ETF
-0.65%
-$12,968.18 
VWO Vanguard FTSE Emerging Markets ETF
-0.63%
-$4,921.37 
SCHE Schwab Emerging Markets Equity ETF
-0.61%
-$7,780.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,995.07 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$33,996.51 
AMZN Amazon.com Inc
-0.46%
-$7,626.28 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.46%
-$6,218.87 
IBM International Business Machines Corporation
-0.4%
-$1,569.84 
MSFT Microsoft Corp.
-0.34%
-$5,993.25 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.3%
-$669.64 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.3%
-$2,606.56 
URI United Rentals, Inc.
-0.27%
-$561.55 
NVDA NVIDIA Corporation
-0.25%
-$3,722.95 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.25%
-$5,076.44 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.24%
-$2,851.87 
IWM iShares Russell 2000 ETF
-0.16%
-$1,821.1 
OEF iShares S&P 100 ETF
-0.15%
-$581.9 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.15%
-$745.23 
VB Vanguard Small-Cap ETF
-0.15%
-$548.1 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$6,678.48 
DFUS Dimensional U.S. Equity Market ETF
-0.12%
-$3,169.3 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$2,742.9 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.1%
-$267.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$776 
SCHA Schwab U.S. Small-Cap ETF
-0.09%
-$3,863.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.09%
-$362.88 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$1,686.97 
IWV ISHARES RUSSELL 3000 ETF
-0.08%
-$597.54 
XVV iShares ESG Screened S&P 500
-0.07%
-$503.98 
IWB iShares Russell 1000 ETF
-0.07%
-$2,598.98 
IBIT iShares Bitcoin Trust
-0.06%
-$627 
IVV iShares Core S&P 500 ETF
-0.06%
-$258.48 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$512.99 
SCHM Schwab U.S. Mid-Cap ETF
-0.03%
-$650.11 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$83.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1247 | Longs Won 1035/1247 82% | Profit Factor 50.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $392,550.66 |
| Average Win $103,221.81 | Best Trade (Oct 16) $6.83M | Sharpe Ratio -9.82 |
| Average Loss -$9,971.24 | Worst Trade (Oct 16) -$170,687.04 | Z-Score 25.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $83,978.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,970 | $4.3M | $6.9M | - | $2.6M | 60.36% | +0.975% |
| ABBV AbbVie Inc. | 2,503 | $410,642.03 | $713,129.73 | - | $302,487.7 | 73.66% | +0.533% |
| AHR American Healthcare REIT, Inc. | 11,993 | $503,827 | $637,967.63 | - | $134,140.63 | 26.62% | +0.349% |
| AMAT Applied Materials, Inc. | 337 | $243,651 | $142,433.05 | - | -$101,217.95 | -41.54% | -1.712% |
| AMGN Amgen Inc. | 682 | $239,969.33 | $297,529.32 | - | $57,559.99 | 23.99% | +0.514% |
| AMP Ameriprise Financial, Inc. | 453 | $172,063.35 | $228,681.19 | - | $56,617.84 | 32.91% | +0.445% |
| AMZN Amazon.com Inc | 6,463 | $1.02M | $1.64M | - | $617,956.19 | 60.53% | -0.463% |
| AVDE Avantis International Equity ETF | 2,676 | $227,058.65 | $242,766.72 | - | $15,708.07 | 6.92% | +0.923% |
| AVDV Avantis International Small Cap Value ETF | 5,018 | $313,655.48 | $545,493.23 | - | $231,837.75 | 73.91% | +1.302% |
| AVEM Avantis Emerging Markets Equity ETF | 7,465 | $431,112.74 | $669,013.3 | - | $237,900.56 | 55.18% | -0.863% |
| AVGO Broadcom Inc. | 1,813 | $241,696.29 | $613,192.86 | - | $371,496.57 | 153.7% | -1.774% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 4,101 | $272,998 | $308,682.27 | - | $35,684.27 | 13.07% | -0.725% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,660 | $769,478.41 | $928,123.9 | - | $158,645.49 | 20.62% | +0.602% |
| AXP American Express Company | 4,461 | $845,451.53 | $1.42M | - | $574,484.73 | 67.95% | +1.411% |
| BAC Bank of America Corporation | 5,564 | $230,951 | $291,164.12 | - | $60,213.12 | 26.07% | +1.219% |
| BRK-A Berkshire Hathaway Inc. | 4 | $2.95M | $3.18M | - | $231,138.25 | 7.83% | +0.825% |
| BRK-B Berkshire Hathaway Inc. | 3,879 | $1.87M | $2.06M | - | $187,986.17 | 10.04% | +1.039% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 17,638 | $290,841.03 | $287,411.21 | - | -$3,429.82 | -1.18% | +0.123% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 10,318 | $223,746.13 | $221,838.03 | - | -$1,908.1 | -0.85% | -0.301% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 13,398 | $283,184.53 | $278,276.46 | - | -$4,908.07 | -1.73% | -0.096% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.68M, Dimensional International Core Equity Market ETF - $1.46M, Dimensional Emerging Markets Value ETF - $1.31M, Dimensional International Value ETF - $1.31M, and Dimensional U.S. Core Equity 2 ETF - $1.2M. 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 $13.8M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.41M, Dimensional Emerging Markets Value ETF - $1.17M, Dimensional Emerging Markets Core Equity 2 ETF - $996,477.41, Dimensional US Targeted Value ETF - $804,129.46, and Dimensional U.S. Core Equity 2 ETF - $686,179.37. 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.
2026 © Marketlog. All Rights Reserved.
