BD
Bridget Davis Portfolio
Invests via Cedar Point Capital Partners LLC | Managed by Bridget Meier, Trent Von Ahsen, David Ernst
Invests via Cedar Point Capital Partners LLC
Managed by Bridget Meier, Trent Von Ahsen, David Ernst
Automatically Tracked
Bridget Davis Profile
Bridget Davis has carved a notable niche as a pioneering entrepreneur in the technology sector, leveraging her expertise to innovate and drive growth. With an extensive background in software development, she has co-founded multiple startups that focus on creating cutting-edge solutions for digital marketing and data analytics. Her leadership capabilities have guided these ventures through critical phases of market entry and expansion, ensuring sustainable profitability and industry relevance. Bridget's acumen is complemented by her ability to forge strategic partnerships that enhance operational efficiency while maximizing client satisfaction. Her contributions continue to shape trends within the tech landscape, positioning her as a prominent figure among modern business leaders.
Bridget Davis has carved a notable niche as a pioneering entrepreneur in the technology sector, leveraging her expertise to innovate and drive growth. With an extensive background in software development, she has co-founded multiple startups that focus on creating cutting-edge solutions for digital marketing and data analytics. Her leadership capabilities have guided these ventures through critical phases of market entry and expansion, ensuring sustainable profitability and industry relevance. Bridget's acumen is complemented by her ability to forge strategic partnerships that enhance operational efficiency while maximizing client satisfaction. Her contributions continue to shape trends within the tech landscape, positioning her as a prominent figure among modern business leaders.
Investment Philosophy & Strategy
Opportunity in technology drives Bridget Davis, whose entrepreneurial journey centers on innovation and market disruption. Recognized for her adeptness at navigating the digital landscape, she consistently identifies unmet needs and transforms them into viable business models. With a sharp focus on scalable software solutions, strategic partnerships play a pivotal role in her ventures. By harnessing collaborative synergies, operational enhancements are achieved while prioritizing client engagement. Her vision transcends conventional boundaries as she actively shapes the future of digital marketing and analytics through cutting-edge initiatives.
Opportunity in technology drives Bridget Davis, whose entrepreneurial journey centers on innovation and market disruption. Recognized for her adeptness at navigating the digital landscape, she consistently identifies unmet needs and transforms them into viable business models. With a sharp focus on scalable software solutions, strategic partnerships play a pivotal role in her ventures. By harnessing collaborative synergies, operational enhancements are achieved while prioritizing client engagement. Her vision transcends conventional boundaries as she actively shapes the future of digital marketing and analytics through cutting-edge initiatives.
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:
32.1%
Gain +0.95%
Monthly
0.95%
Yearly
12.01%
Drawdown
11.72%
$169.72M
Equity
Holdings
$169.72M
Investment
$129.13M
$47.36M
Profit +$1.81M
Realized
$6.77M
Unrealized
$40.59M
Dividends
$7.63M
Goals
Avg. 32% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$1.81M
Win %
82%
This Week
Compared To Last Week
Gain
1.08%
Profit
$1.81M
Win %
82%
This Month
Compared to last month
Gain
0.41%
Profit
$687,063.51
Win %
82%
This Year
Compared to last year
Gain
-7.27%
Profit
-$9.12M
Win %
82%
META Meta Platforms Inc Class A
+4.46%
+$19,296.29 
NVDA NVIDIA Corporation
+3.21%
+$40,205.59 
DFAE Dimensional Emerging Core Equity Market ETF
+3.11%
+$63,153.87 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$8,550.84 
AMZN Amazon.com Inc
+2.96%
+$11,614.86 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.87%
+$151,375.52 
GOOGL Alphabet Inc
+2.76%
+$15,822.42 
CGXU Capital Group International Focus Equity ETF
+2.74%
+$83,369.59 
MGK Vanguard Mega Cap Growth ETF
+2.64%
+$332,691.2 
IAUM iShares Gold Trust Micro
+2.6%
+$55,436.63 
GLDM SPDR Gold MiniShares Trust
+2.58%
+$131,356.4 
MSFT Microsoft Corp.
+2.29%
+$20,097.14 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$163,526.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.74%
+$4,534.4 
DFUS Dimensional U.S. Equity Market ETF
+1.74%
+$207,279.87 
AAPL Apple Inc.
+1.73%
+$33,494.77 
VOO Vanguard S&P 500 ETF
+1.72%
+$4,750.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$16,698.09 
ROK Rockwell Automation, Inc.
+1.51%
+$7,847.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.5%
+$66,242.11 
FVAL Fidelity Value Factor ETF
+1.47%
+$72,683.46 
IVV iShares Core S&P 500 ETF
+1.47%
+$4,446.47 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.46%
+$4,043.9 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+1.37%
+$9,336.99 
VO Vanguard Mid-Cap ETF
+1.33%
+$156,329.22 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$17,750.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.18%
+$8,580.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$3,300.8 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1%
+$32,672.45 
BRK-B Berkshire Hathaway Inc.
+0.92%
+$12,756.09 
VB Vanguard Small-Cap ETF
+0.78%
+$3,351.81 
JKF iShares Morningstar Large-Cap Value ETF
+0.69%
+$5,659.5 
TSLA Tesla, Inc.
+0.67%
+$1,955.69 
VTV Vanguard Value ETF
+0.66%
+$2,662.67 
DE Deere & Company
+0.64%
+$6,430.6 
LNT Alliant Energy Corporation
+0.56%
+$1,442.38 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.54%
+$69,884.28 
CDW CDW Corporation
+0.5%
+$1,574.76 
FSMD Fidelity Small-Mid Multifactor ETF
+0.46%
+$3,599.04 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$2,815.92 
EFG iShares MSCI EAFE Growth ETF
+0.28%
+$1,022.7 
NEE NextEra Energy, Inc.
+0.2%
+$552.65 
FALN iShares Fallen Angels USD Bond ETF
+0.17%
+$628.87 
HMOP Hartford Municipal Opportunities ETF
+0.17%
+$754.72 
CGMU Capital Group Municipal Income ETF
+0.16%
+$4,132.89 
JCPB JPMorgan Core Plus Bond ETF
+0.16%
+$15,815.92 
SPHY SPDR Portfolio High Yield Bond ETF
+0.15%
+$4,756.57 
JMUB JPMorgan Municipal Bond ETF
+0.14%
+$748.51 
DFAS Dimensional U.S. Small Cap ETF
+0.14%
+$12,845.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$2,978.17 
VFMF Vanguard U.S. Multifactor ETF
+0.12%
+$3,207.47 
FLMI Franklin Dynamic Municipal Bond ETF
+0.1%
+$1,036.67 
FBND Fidelity Total Bond ETF
+0.1%
+$948.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$1,039.36 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.09%
+$2,118.13 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.09%
+$513.95 
AGG iShares Core U.S. Aggregate Bond ETF
+0.08%
+$730.95 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$2,396.58 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$382.42 
DFIV Dimensional International Value ETF
+0.04%
+$3,927.37 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$231.6 
XOM Exxon Mobil Corporation
-3.57%
-$7,008.74 
KO The Coca-Cola Company
-2.03%
-$7,484.4 
ADM Archer-Daniels-Midland Co
-1.22%
-$6,439.58 
XLRE The Real Estate Select Sector SPDR Fund
-1.05%
-$67,442.4 
VNQ Vanguard Real Estate ETF
-0.9%
-$13,958.76 
LLY Eli Lilly and Company
-0.7%
-$2,172.5 
WFC Wells Fargo & Company
-0.39%
-$1,091.31 
COST Costco Wholesale Corporation
-0.21%
-$610.64 
FLSP Franklin Systematic Style Premia ETF
-0.04%
-$168.97 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$62.11 Events
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Dividends
Dividend Analysis
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| Trades 564 | Longs Won 455/564 80% | Profit Factor 81.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,926.17 |
| Average Win $105,390.08 | Best Trade (Jun 15) $5.03M | Sharpe Ratio -14.67 |
| Average Loss -$5,423.61 | Worst Trade (Jun 11) -$123,905.34 | Z-Score 21.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $83,973.96 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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