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:
37.66%
Gain +0.04%
Monthly
1.04%
Yearly
13.24%
Drawdown
13.93%
$172.76M
Equity
Holdings
$172.76M
Investment
$135.91M
$44.57M
Profit +$54,236.57
Realized
$6.87M
Unrealized
$37.7M
Dividends
$8.19M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$54,236.57
Win %
71%
This Week
Compared To Last Week
Gain
0.03%
Profit
$54,236.57
Win %
71%
This Month
Compared to last month
Gain
-0.56%
Profit
-$969,431.16
Win %
71%
This Year
Compared to last year
Gain
-0.55%
Profit
-$949,566.13
Win %
73%
CDW CDW Corporation
+3.15%
+$10,068.9 
GE General Electric Company
+2.23%
+$4,373.39 
MSFT Microsoft Corp.
+1.94%
+$16,864.58 
COST Costco Wholesale Corporation
+1.77%
+$4,633.99 
AAPL Apple Inc.
+1.17%
+$25,849.05 
WFC Wells Fargo & Company
+1.15%
+$2,694.78 
BA Boeing Company
+0.94%
+$1,890.9 
ROK Rockwell Automation, Inc.
+0.83%
+$4,354.56 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$7,218 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.42%
+$1,144.63 
VTV Vanguard Value ETF
+0.32%
+$1,300.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$2,328.75 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.22%
+$479.88 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.21%
+$5,012.81 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.14%
+$371.01 
SPHY SPDR Portfolio High Yield Bond ETF
+0.13%
+$4,154.91 
LLY Eli Lilly and Company
+0.12%
+$505.49 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.08%
+$2,612.28 
FALN iShares Fallen Angels USD Bond ETF
+0.07%
+$296.36 
NVDA NVIDIA Corporation
+0.06%
+$744.18 
DFAE Dimensional Emerging Core Equity Market ETF
+0.05%
+$1,115.6 
CGMU Capital Group Municipal Income ETF
+0.04%
+$1,013.76 
VOO Vanguard S&P 500 ETF
+0.03%
+$94.51 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.02%
+$966.25 
VNQ Vanguard Real Estate ETF
+0.02%
+$367.58 
VO Vanguard Mid-Cap ETF
+0.01%
+$1,521.09 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$65.72 
GOOGL Alphabet Inc
+0.01%
+$54.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.01%
+$643.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$48.03 
CGXU Capital Group International Focus Equity ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FLSP Franklin Systematic Style Premia ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FSMD Fidelity Small-Mid Multifactor ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
HMOP Hartford Municipal Opportunities ETF
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
ILCV iShares Morningstar Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
QCRH QCR Holdings Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VFMF Vanguard U.S. Multifactor ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
ADM Archer-Daniels-Midland Co
-3.18%
-$13,843.83 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$9,345.16 
LNT Alliant Energy Corporation
-1.35%
-$3,679.43 
TSLA Tesla, Inc.
-1.22%
-$2,758.44 
NEE NextEra Energy, Inc.
-1.06%
-$3,190.1 
DE Deere & Company
-0.5%
-$5,457.27 
META Meta Platforms Inc Class A
-0.22%
-$1,007.16 
DFAS Dimensional U.S. Small Cap ETF
-0.05%
-$4,799.24 
VB Vanguard Small-Cap ETF
-0.03%
-$143.41 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.03%
-$631.38 
FBND Fidelity Total Bond ETF
-0.02%
-$222.26 
XLRE The Real Estate Select Sector SPDR Fund
-0.02%
-$1,440.98 
AMZN Amazon.com Inc
-0.02%
-$70.95 
FVAL Fidelity Value Factor ETF
-0.02%
-$846.78 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$161.37 
DFIV Dimensional International Value ETF
-0.01%
-$822.53 Events
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Dividends
Dividend Analysis
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| Trades 632 | Longs Won 467/632 73% | Profit Factor 45.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,990.06 |
| Average Win $97,567.42 | Best Trade (Jul 28) $4.42M | Sharpe Ratio -15.33 |
| Average Loss -$6,008.87 | Worst Trade (Jul 28) -$106,823.86 | Z-Score 12.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $70,526.14 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bridget Davis?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard U.S. Quality Factor Fund - $2.17M, Dimensional International Value ETF - $1.24M, JPMorgan Core Plus Bond ETF - $1.18M, SPDR Gold MiniShares Trust - $1.07M, and Vanguard Mega Cap Growth ETF - $939,613.29. 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: TPI Composites, Inc - $43,114, Rockwell Automation, Inc - $10,261.96, and CDW Corporation - $6,956.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bridget Davis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.19M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.18M, Fidelity Low Duration Bond ETF - $699,469.33, Dimensional International Value ETF - $631,078.12, Principal Active High Yield ETF - $596,604.69, and Vanguard FTSE Emerging Markets ETF - $392,100.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bridget Davis's monthly returns?
Bridget Davis's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bridget Davis's strategy be considered aggressive or moderate?
Bridget Davis'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 Bridget Davis's strategy?
Bridget Davis'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.
