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:
40.67%
Gain -0.39%
Monthly
1.06%
Yearly
13.45%
Drawdown
13.93%
$176.21M
Equity
Holdings
$176.21M
Investment
$135.06M
$47.96M
Profit -$612,203.7
Realized
$6.81M
Unrealized
$41.15M
Dividends
$8.43M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$612,203.7
Win %
71%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$612,203.7
Win %
71%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.5M
Win %
71%
This Year
Compared to last year
Gain
1.44%
Profit
$2.5M
Win %
72%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$87,644.01 
GOOGL Alphabet Inc
+3.09%
+$19,019 
META Meta Platforms Inc Class A
+2.85%
+$14,077.33 
MSFT Microsoft Corp.
+2.3%
+$25,935.02 
LLY Eli Lilly and Company
+2.07%
+$7,794.83 
COST Costco Wholesale Corporation
+1.61%
+$4,068.39 
KO The Coca-Cola Company
+1.11%
+$4,935.28 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$16,168.32 
DE Deere & Company
+0.74%
+$8,665.69 
AAPL Apple Inc.
+0.55%
+$12,160.42 
ILCV iShares Morningstar Value ETF
+0.32%
+$2,983.4 
FVAL Fidelity Value Factor ETF
+0.09%
+$4,885.27 
FLSP Franklin Systematic Style Premia ETF
+0.07%
+$213.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.07%
+$196 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$197.18 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
NVDA NVIDIA Corporation
-2.84%
-$38,477.14 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$84,584.77 
ROK Rockwell Automation, Inc.
-2.17%
-$10,557.55 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$48,528.6 
GE General Electric Company
-2.01%
-$3,618.6 
WFC Wells Fargo & Company
-1.93%
-$4,749.89 
TSLA Tesla, Inc.
-1.44%
-$3,801 
IAUM iShares Gold Trust Micro
-1.4%
-$32,516.94 
GLDM SPDR Gold MiniShares Trust
-1.31%
-$73,738.15 
AMZN Amazon.com Inc
-1.24%
-$5,641.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$3,335.22 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$89,398.54 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$6,345.24 
ILCG iShares Morningstar Growth ETF
-1.12%
-$10,282.57 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.06%
-$8,102.52 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-1.04%
-$6,227.11 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$2,819.61 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.85%
-$29,605.84 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$1,679.58 
NEE NextEra Energy, Inc.
-0.67%
-$1,846.9 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$41,067.93 
FSMD Fidelity Small-Mid Multifactor ETF
-0.6%
-$4,643.32 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.59%
-$13,574.67 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$1,520.75 
CDW CDW Corporation
-0.53%
-$1,956.5 
VNQ Vanguard Real Estate ETF
-0.52%
-$9,005.71 
LNT Alliant Energy Corporation
-0.49%
-$1,202.19 
VTV Vanguard Value ETF
-0.46%
-$1,913.74 
VO Vanguard Mid-Cap ETF
-0.43%
-$53,238.15 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$37,194.11 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$48,242.88 
DFIV Dimensional International Value ETF
-0.38%
-$36,191.54 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$5,486.58 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$18,411.4 
IVV iShares Core S&P 500 ETF
-0.33%
-$1,041.91 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,289.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$1,021.09 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,902.79 
ADM Archer-Daniels-Midland Co
-0.32%
-$1,394.53 
VB Vanguard Small-Cap ETF
-0.31%
-$1,297.78 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$12,720.58 
VFMF Vanguard U.S. Multifactor ETF
-0.21%
-$6,211.14 
BA Boeing Company
-0.19%
-$382 
FALN iShares Fallen Angels USD Bond ETF
-0.17%
-$666.81 
VUG Vanguard Growth ETF
-0.17%
-$377.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$23,266.04 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$17,686.2 
HMOP Hartford Municipal Opportunities ETF
-0.13%
-$280.35 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$2,962.11 
FLMI Franklin Dynamic Municipal Bond ETF
-0.12%
-$1,281.69 
CGMU Capital Group Municipal Income ETF
-0.07%
-$2,027.52 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$170.8 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$2,077.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$405 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$240 
QCRH QCR Holdings Inc.
-0.02%
-$38.34 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$408.73 
FBND Fidelity Total Bond ETF
-0.01%
-$111.13 
JCPB JPMorgan Core Plus Bond ETF
-0.01%
-$1,075.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 632 | Longs Won 468/632 74% | Profit Factor 38.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $399,031.77 |
| Average Win $105,245.05 | Best Trade (Sep 03) $5.22M | Sharpe Ratio -13.83 |
| Average Loss -$7,869.86 | Worst Trade (Sep 14) -$208,709.71 | Z-Score 11.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $75,892.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,645 | $1.29M | $2.22M | - | $933,728.82 | 72.59% | +0.551% |
| ADM Archer-Daniels-Midland Co | 5,071 | $366,227.91 | $438,362.59 | - | $72,134.68 | 19.7% | -0.317% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,125 | $1.01M | $971,392.5 | - | -$40,850.76 | -4.04% | -0.042% |
| AMZN Amazon.com Inc | 1,774 | $339,581.6 | $449,886.4 | - | $110,304.8 | 32.48% | -1.238% |
| BA Boeing Company | 955 | $206,729 | $200,597.75 | - | -$6,131.25 | -2.97% | -0.19% |
| BRK-B Berkshire Hathaway Inc. | 3,208 | $1.3M | $1.65M | - | $352,938.34 | 27.14% | +0.988% |
| CDW CDW Corporation | 2,386 | $426,116.1 | $364,986.42 | - | -$61,129.68 | -14.35% | -0.533% |
| CGMU Capital Group Municipal Income ETF | 101,376 | $2.76M | $2.69M | - | -$64,890.96 | -2.36% | -0.075% |
| CGXU Capital Group International Focus Equity ETF | 91,443 | $2.72M | $3.15M | - | $422,744.12 | 15.53% | -2.619% |
| COST Costco Wholesale Corporation | 280 | $239,691.28 | $257,404 | - | $17,712.72 | 7.39% | +1.606% |
| CRWD CrowdStrike Holdings, Inc. | 2,948 | $562,434.18 | $697,113.56 | - | $134,679.38 | 23.95% | +14.38% |
| DE Deere & Company | 1,738 | $707,899.24 | $1.18M | - | $475,202.57 | 67.13% | +0.738% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 32,274 | $1.16M | $1.45M | - | $295,306.26 | 25.53% | -0.376% |
| DFAE Dimensional Emerging Core Equity Market ETF | 55,780 | $1.92M | $2.19M | - | $269,118.44 | 14.01% | -2.168% |
| DFAS Dimensional U.S. Small Cap ETF | 119,981 | $7.26M | $9.62M | - | $2.37M | 32.61% | -0.385% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 7,420 | $217,926 | $279,585.6 | - | $61,659.6 | 28.29% | -0.998% |
| DFIV Dimensional International Value ETF | 164,507 | $5.85M | $9.6M | - | $3.75M | 64.03% | -0.376% |
| DFUS Dimensional U.S. Equity Market ETF | 150,759 | $8.07M | $12.52M | - | $4.46M | 55.24% | -0.384% |
| EFG iShares MSCI EAFE Growth ETF | 4,598 | $539,117.55 | $553,553.22 | - | $14,435.67 | 2.68% | -1.133% |
| FALN iShares Fallen Angels USD Bond ETF | 14,818 | $404,075.36 | $392,306.55 | - | -$11,768.81 | -2.91% | -0.17% |
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 Bridget Davis?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard U.S. Quality Factor Fund - $2.17M, JPMorgan Core Plus Bond ETF - $1.26M, Dimensional International Value ETF - $1.24M, 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, Exxon Mobil Corporation - $42,600.75, Alphabet Inc - $16,349.46, Rockwell Automation, Inc - $8,697.04, and CDW Corporation - $5,453.49. 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 $8.43M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.26M, 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 Short-Term Corporate Bond ETF - $399,055.88. 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.
