SC
Stacey Cole Portfolio
Invests via Haven Private LLC | Managed by Stacey Cole, Johnny Gibson
Invests via Haven Private LLC
Managed by Stacey Cole, Johnny Gibson
Automatically Tracked
A senior operating and investment executive active in growth-stage technology and consumer sectors, Stacey Cole brings experience in scaling teams, strategic partnerships and capital formation. Background spans operator and investor roles across venture-backed businesses, corporate development and go-to-market leadership, with emphasis on commercial diligence, lifecycle value creation and board-level governance for private growth companies.
A senior operating and investment executive active in growth-stage technology and consumer sectors, Stacey Cole brings experience in scaling teams, strategic partnerships and capital formation. Background spans operator and investor roles across venture-backed businesses, corporate development and go-to-market leadership, with emphasis on commercial diligence, lifecycle value creation and board-level governance for private growth companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer investments, prioritizing companies with repeatable go-to-market models and clear commercialization pathways. Prefers active, board-level engagement to accelerate customer acquisition, partnerships and capital formation. Employs commercial diligence and operator-first underwriting, emphasizing unit economics, scalable teams and founder alignment. Time horizon is multi-year growth value creation with disciplined follow-on capital allocation and downside protection through governance and milestone-based support.
Focuses on growth-stage technology and consumer investments, prioritizing companies with repeatable go-to-market models and clear commercialization pathways. Prefers active, board-level engagement to accelerate customer acquisition, partnerships and capital formation. Employs commercial diligence and operator-first underwriting, emphasizing unit economics, scalable teams and founder alignment. Time horizon is multi-year growth value creation with disciplined follow-on capital allocation and downside protection through governance and milestone-based support.
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:
19.18%
Gain +0.11%
Monthly
0.82%
Yearly
10.29%
Drawdown
16.87%
$263.18M
Equity
Holdings
$263.18M
Investment
$232.55M
$35.07M
Profit +$238,475.23
Realized
$4.44M
Unrealized
$30.63M
Dividends
$8.69M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$238,475.23
Win %
61%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$634,485.12
Win %
61%
This Month
Compared to last month
Gain
0.25%
Profit
$651,333
Win %
61%
This Year
Compared to last year
Gain
0.52%
Profit
$1.36M
Win %
59%
BBBY Bed Bath & Beyond Inc.
+5.56%
+$1,427.4 
TT Trane Technologies plc
+2.1%
+$26,795.29 
IDXX IDEXX Laboratories, Inc.
+1.91%
+$14,970.97 
CNQ Canadian Natural Resources Limited
+1.71%
+$9,995.59 
MSI Motorola Solutions, Inc.
+1.43%
+$5,598.24 
BA Boeing Company
+1.42%
+$2,632.62 
AVDV Avantis International Small Cap Value ETF
+1.32%
+$66,864.96 
PCT PureCycle Technologies, Inc.
+1.25%
+$3,328.68 
CRUS Cirrus Logic, Inc.
+1.14%
+$3,211.53 
JNJ Johnson & Johnson
+1.1%
+$6,227.1 
AVDS Avantis International Small Cap Equity ETF
+1.09%
+$3,228.12 
MP MP Materials Corp.
+1.08%
+$5,123.25 
DIS The Walt Disney Company
+1.07%
+$4,482.82 
DFIC Dimensional International Core Equity Market ETF
+1.02%
+$2,215.68 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$3,202.64 
FNDF Schwab Fundamental International Large Company Index ETF
+1%
+$25,560.16 
AVIV Avantis International Large Cap Value ETF
+0.96%
+$58,685.55 
ETHE Grayscale Ethereum Trust ETF
+0.94%
+$22,362.62 
AVDE Avantis International Equity ETF
+0.92%
+$26,077.42 
ETH Ethan Allen Interiors Inc
+0.9%
+$41,117.37 
IFRA iShares U.S. Infrastructure
+0.87%
+$66,328.85 
MFC Manulife Financial Corporation
+0.85%
+$3,394.87 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.79%
+$11,770.08 
IGF iShares Global Infrastructure ETF
+0.78%
+$32,127.48 
SCHF Schwab International Equity ETF
+0.76%
+$3,201.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$3,193.57 
AAPL Apple Inc.
+0.73%
+$78,150 
WAB Wabtec Corporation
+0.72%
+$3,234.18 
VYMI Vanguard International High Dividend Yield Index Fund
+0.71%
+$5,546.25 
AVRE Avantis Real Estate ETF
+0.7%
+$15,274.67 
MRK Merck & Co., Inc.
+0.7%
+$2,480.66 
VZ Verizon Communications Inc.
+0.7%
+$7,013.13 
V Visa Inc. Class A
+0.68%
+$5,165.12 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.66%
+$10,428.04 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.66%
+$6,841.97 
LVHI Franklin International Low Volatility High Dividend ETF
+0.65%
+$43,039.43 
FAST Fastenal Co.
+0.64%
+$2,923.2 
ROKU Roku, Inc.
+0.62%
+$2,747.52 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$5,988.57 
CAT Caterpillar Inc.
+0.62%
+$4,090.57 
AMLP Alerian MLP ETF
+0.62%
+$37,412.8 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.59%
+$2,675.89 
COST Costco Wholesale Corporation
+0.58%
+$1,329.12 
NVDA NVIDIA Corporation
+0.56%
+$13,709.14 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$1,527.75 
INDS Pacer Industrial Real Estate ETF
+0.54%
+$7,340.54 
VTV Vanguard Value ETF
+0.53%
+$1,760.56 
ACM Aecom
+0.53%
+$1,152.58 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.52%
+$1,489.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.51%
+$16,877.37 
GSOL Grayscale Solana Trust
+0.5%
+$1,170.04 
XOM Exxon Mobil Corporation
+0.5%
+$2,008.83 
SNA Snap-on Inc.
+0.47%
+$2,075.7 
IGOV iShares International Treasury Bond ETF
+0.46%
+$4,463.49 
WMT Walmart Inc.
+0.46%
+$15,643.8 
MMYT MakeMyTrip Limited
+0.45%
+$1,507.23 
NVS Novartis AG Sponsored ADR
+0.44%
+$2,175.36 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$1,324.8 
GWW W.W. Grainger, Inc.
+0.41%
+$2,085.12 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$6,374.5 
CTAS Cintas Corporation
+0.4%
+$4,239.18 
BCO Brink's Company
+0.39%
+$1,538.32 
AVMV Avantis U.S. Mid Cap Value ETF
+0.39%
+$8,097.2 
TEL TE Connectivity plc
+0.38%
+$3,246.4 
BDC Belden Inc.
+0.37%
+$1,432.59 
GLD SPDR Gold Shares
+0.28%
+$856 
AAAU Goldman Sachs Physical Gold ETF
+0.26%
+$2,532.28 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.24%
+$1,257.25 
AVSC Avantis U.S. Small Cap Equity ETF
+0.24%
+$9,333.06 
ALRM Alarm.com Holdings Inc.
+0.23%
+$1,013.74 
MCK McKesson Corporation
+0.22%
+$5,272.36 
MA Mastercard Incorporated
+0.22%
+$1,429.36 
SSNC SS&C Technologies Holdings Inc.
+0.21%
+$1,165.14 
HIG The Hartford Insurance Group, Inc.
+0.19%
+$1,631 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.18%
+$2,959.35 
CRAI CRA International Inc.
+0.17%
+$1,162.81 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$885.5 
MUST Columbia Multi-Sector Municipal Income ETF
+0.13%
+$29,721.33 
PFF iShares Preferred and Income Securities ETF
+0.09%
+$250 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.09%
+$2,945.76 
CAH Cardinal Health Inc.
+0.08%
+$1,215.21 
EMIF iShares Emerging Markets Infrastructure ETF
+0.07%
+$494.98 
YEXT Yext Inc.
+0.07%
+$56.73 
AVUS Avantis U.S. Equity ETF
+0.06%
+$220.48 
IVV iShares Core S&P 500 ETF
+0.06%
+$177.56 
VOO Vanguard S&P 500 ETF
+0.06%
+$578.75 
MUB iShares National Muni Bond ETF
+0.04%
+$500.18 
AVLC Avantis U.S. Large Cap Equity ETF
+0.04%
+$3,598.87 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$343.66 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$89.35 
ARCC Ares Capital Corporation
+0.03%
+$234.81 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$1,014.01 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$72.93 
HYD VanEck High Yield Muni ETF
+0.02%
+$109.9 
BMY Bristol-Myers Squibb Company
+0.02%
+$50.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$40.7 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$260.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2,549.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
ZONE Cleancore Solutions Inc.
-7.56%
-$168.3 
TE T1 Energy Inc.
-4.61%
-$10,866.15 
CLSK CleanSpark, Inc.
-4.17%
-$4,585.23 
PANW Palo Alto Networks, Inc.
-3.72%
-$8,668.79 
CRWD CrowdStrike Holdings, Inc.
-3.67%
-$17,939.98 
RBRK Rubrik, Inc.
-3.64%
-$13,923.36 
PBYI Puma Biotechnology Inc.
-2.95%
-$46,018.88 
ARM Arm Holdings plc American Depositary Receipt
-2.94%
-$66,405.6 
AMD Advanced Micro Devices, Inc.
-2.56%
-$6,945.14 
LRCX Lam Research Corporation
-2.46%
-$5,403.59 
ENVX Enovix Corporation
-2.42%
-$6,854.19 
UMC United Microelectronics Corp. Sponsored ADR
-2.41%
-$24,805.1 
HCKT The Hackett Group, Inc.
-2.06%
-$5,530.02 
NFLX Netflix, Inc.
-2.06%
-$5,571.86 
ORCL Oracle Corporation
-2.05%
-$4,154.54 
PLTR Palantir Technologies Inc.
-2.02%
-$21,963.15 
FFIV F5 Inc.
-1.88%
-$13,170.28 
KLAC KLA Corporation
-1.79%
-$57,056.77 
META Meta Platforms Inc Class A
-1.78%
-$9,576.08 
NTRB Nutriband Inc.
-1.59%
-$1,136.6 
AVGO Broadcom Inc.
-1.53%
-$33,200.94 
AMAT Applied Materials, Inc.
-1.53%
-$16,546.47 
ADBE Adobe Inc.
-1.48%
-$8,083.56 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-1.18%
-$8,564.59 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$5,994 
PINK Simplify Health Care ETF
-0.86%
-$18,168.72 
KEYS Keysight Technologies, Inc.
-0.8%
-$11,181.87 
GOOGL Alphabet Inc
-0.79%
-$7,713.45 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.73%
-$4,390.36 
AVEM Avantis Emerging Markets Equity ETF
-0.71%
-$59,267.84 
GOOG Alphabet Inc
-0.68%
-$13,003.6 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$2,619.54 
IQV IQVIA Holdings Inc.
-0.66%
-$2,366.39 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$1,623.88 
MSFT Microsoft Corp.
-0.61%
-$7,894.96 
HECA Hedgeye Capital Allocation ETF
-0.59%
-$4,712.8 
OBDC Blue Owl Capital Corporation
-0.58%
-$2,855.22 
AVES Avantis Emerging Markets Value ETF
-0.57%
-$3,994.89 
HTGC Hercules Capital Inc.
-0.57%
-$3,371.07 
CTSH Cognizant Technology Solutions Corporation
-0.55%
-$2,319.12 
GEN Gen Digital Inc.
-0.52%
-$1,375.79 
DE Deere & Company
-0.52%
-$2,070.95 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.51%
-$15,828.48 
CDNS Cadence Design Systems, Inc.
-0.44%
-$2,327.38 
STE STERIS plc
-0.43%
-$1,524.9 
MELI MercadoLibre, Inc.
-0.42%
-$3,901.24 
FLO Flowers Foods, Inc.
-0.41%
-$450 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$1,000 
HGRO Hedgeye Quality Growth ETF
-0.4%
-$4,548.96 
CNXN PC Connection, Inc.
-0.36%
-$2,680.93 
VUG Vanguard Growth ETF
-0.35%
-$1,866.06 
PBDC Putnam BDC Income ETF
-0.33%
-$4,673.56 
SF Stifel Financial Corp.
-0.32%
-$1,986.6 
AVUQ Avantis U.S. Quality Equity ETF
-0.31%
-$1,517.07 
BIZD VanEck BDC Income ETF
-0.29%
-$8,642.13 
FDUS Fidus Investment Corporation
-0.28%
-$2,753.74 
IWC iShares Micro-Cap ETF
-0.28%
-$2,015.64 
COR Cencora, Inc.
-0.21%
-$2,661.79 
PRLB Proto Labs Inc.
-0.21%
-$2,333.88 
AMZN Amazon.com Inc
-0.2%
-$1,018.66 
ETN Eaton Corporation plc
-0.17%
-$369.17 
INCO Columbia India Consumer ETF
-0.15%
-$2,705.88 
CAIE Calamos Autocallable Income ETF
-0.13%
-$1,388.13 
GBDC Golub Capital BDC, Inc.
-0.05%
-$270.92 
GBTC Grayscale Bitcoin Trust ETF
-0.05%
-$2,167.83 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.04%
-$1,396.65 
INFY Infosys Limited
-0.04%
-$146.07 
OEF iShares S&P 100 ETF
-0.04%
-$153.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$89.5 
EDV Vanguard Extended Duration Treasury ETF
-0.02%
-$79.56 
HYIN WisdomTree Alternative Income Mutual Fund
0%
-$4.84 Events
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Dividends
Dividend Analysis
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| Trades 1034 | Longs Won 631/1034 61% | Profit Factor 2.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,903.61 |
| Average Win $83,906.96 | Best Trade (Oct 16) $3.65M | Sharpe Ratio -73.11 |
| Average Loss -$44,366.94 | Worst Trade (Oct 15) -$1.26M | Z-Score 5.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $33,912.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 24,117 | $697,502.73 | $994,946.83 | - | $297,444.1 | 42.64% | +0.255% |
| AAPL Apple Inc. | 31,260 | $6.62M | $10.77M | - | $4.15M | 62.61% | +0.731% |
| ACM Aecom | 3,718 | $388,066.14 | $220,849.2 | - | -$167,216.94 | -43.09% | +0.525% |
| ADBE Adobe Inc. | 2,173 | $937,537.65 | $538,795.35 | - | -$398,742.3 | -42.53% | -1.478% |
| ALRM Alarm.com Holdings Inc. | 7,798 | $402,023.81 | $450,490.46 | - | $48,466.65 | 12.06% | +0.226% |
| AMAT Applied Materials, Inc. | 2,516 | $488,547.66 | $1.07M | - | $576,811.03 | 118.07% | -1.529% |
| AMD Advanced Micro Devices, Inc. | 482 | $279,999 | $264,049.72 | - | -$15,949.28 | -5.7% | -2.563% |
| AMLP Alerian MLP ETF | 116,915 | $5.66M | $6.11M | - | $443,675.86 | 7.83% | +0.616% |
| AMZN Amazon.com Inc | 1,959 | $420,441.06 | $498,056.16 | - | $77,615.1 | 18.46% | -0.204% |
| ARCC Ares Capital Corporation | 46,961 | $916,975.52 | $888,736.92 | - | -$28,238.6 | -3.08% | +0.026% |
| ARM Arm Holdings plc American Depositary Receipt | 9,223 | $1.16M | $2.19M | - | $1.03M | 89.38% | -2.941% |
| AVDE Avantis International Equity ETF | 31,609 | $1.95M | $2.87M | - | $915,329.99 | 46.89% | +0.918% |
| AVDS Avantis International Small Cap Equity ETF | 3,843 | $199,176.26 | $299,715.57 | - | $100,539.31 | 50.48% | +1.089% |
| AVDV Avantis International Small Cap Value ETF | 47,088 | $3.43M | $5.12M | - | $1.69M | 49.19% | +1.323% |
| AVEM Avantis Emerging Markets Equity ETF | 92,606 | $5.51M | $8.31M | - | $2.8M | 50.76% | -0.708% |
| AVES Avantis Emerging Markets Value ETF | 10,797 | $634,352.28 | $690,792.06 | - | $56,439.78 | 8.9% | -0.575% |
| AVGO Broadcom Inc. | 6,300 | $1.51M | $2.14M | - | $625,590.63 | 41.42% | -1.531% |
| AVIV Avantis International Large Cap Value ETF | 76,215 | $4.49M | $6.14M | - | $1.66M | 36.98% | +0.964% |
| AVLC Avantis U.S. Large Cap Equity ETF | 102,825 | $7.23M | $9.4M | - | $2.17M | 30.01% | +0.038% |
| AVLV Avantis U.S. Large Cap Value ETF | 16,775 | $1.49M | $1.57M | - | $78,010.09 | 5.22% | +0.407% |
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FAQ
Which stocks have generated the highest profits for Stacey Cole?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $1.91M, Columbia Multi-Sector Municipal Income ETF - $1.05M, WisdomTree Floating Rate Treasury Fund - $744,232.66, Goldman Sachs Physical Gold ETF - $739,991.94, and NVIDIA Corporation - $652,312.88. 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: Gartner Inc - $463,479.94, Invesco QQQ Trust, Series 1 - $378,628.23, The Hackett Group, Inc - $278,483.49, Tenable Holdings Inc - $249,657.36, and MakeMyTrip Limited - $241,358.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacey Cole's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.69M earned over time. The largest contributors to dividend income include VanEck BDC Income ETF - $1.24M, Columbia Multi-Sector Municipal Income ETF - $1.05M, WisdomTree Floating Rate Treasury Fund - $745,605.85, Alerian MLP ETF - $526,531.18, and Franklin International Low Volatility High Dividend ETF - $360,122.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacey Cole's monthly returns?
Stacey Cole'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 Stacey Cole's strategy be considered aggressive or moderate?
Stacey Cole'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 Stacey Cole's strategy?
Stacey Cole'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.
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