DP
Debra Pladsen Portfolio
Invests via Fortress Financial Group LLC | Managed by Debra Pladsen, Daniel Edward Langworthy
Invests via Fortress Financial Group LLC
Managed by Debra Pladsen, Daniel Edward Langworthy
Automatically Tracked
Senior corporate finance executive and investor-relations specialist with experience in cross-border M&A, capital markets and strategic finance. Debra Pladsen led treasury, investor communications and transaction execution at public and private companies, advising boards on capital structure, IPO readiness and liquidity management. Known for bridging operating teams and institutional investors, she has worked across technology and healthcare sectors and holds an MBA and BA in finance, positioning her for CFO/advisory roles or board-level oversight.
Senior corporate finance executive and investor-relations specialist with experience in cross-border M&A, capital markets and strategic finance. Debra Pladsen led treasury, investor communications and transaction execution at public and private companies, advising boards on capital structure, IPO readiness and liquidity management. Known for bridging operating teams and institutional investors, she has worked across technology and healthcare sectors and holds an MBA and BA in finance, positioning her for CFO/advisory roles or board-level oversight.
Investment Philosophy & Strategy
Seasoned corporate finance executive who prioritizes capital efficiency, liquidity management and investor transparency. Focuses on disciplined capital allocation that balances strategic M&A, IPO readiness and working-capital optimization to support durable growth. Employs a market-oriented lens bridging operating teams and institutional investors, favoring technology and healthcare opportunities where operational improvements and clear governance unlock value. Time horizon is medium-to-long; risk framework emphasizes stress-tested capital structures, transparent communication and board-aligned decision making.
Seasoned corporate finance executive who prioritizes capital efficiency, liquidity management and investor transparency. Focuses on disciplined capital allocation that balances strategic M&A, IPO readiness and working-capital optimization to support durable growth. Employs a market-oriented lens bridging operating teams and institutional investors, favoring technology and healthcare opportunities where operational improvements and clear governance unlock value. Time horizon is medium-to-long; risk framework emphasizes stress-tested capital structures, transparent communication and board-aligned decision making.
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:
25.01%
Gain +0.3%
Monthly
1.04%
Yearly
13.29%
Drawdown
17.68%
$168.22M
Equity
Holdings
$168.22M
Investment
$159.83M
$24.86M
Profit +$439,239.45
Realized
$16.47M
Unrealized
$8.39M
Dividends
$3.56M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$439,239.45
Win %
67%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.64M
Win %
67%
This Month
Compared to last month
Gain
0.41%
Profit
$689,832.21
Win %
67%
This Year
Compared to last year
Gain
-0.33%
Profit
-$509,748.6
Win %
71%
KD Kyndryl Holdings Inc.
+9.58%
+$1,758.28 
EFX Equifax Inc.
+7.05%
+$31.8 
INTU Intuit Inc.
+6.75%
+$418.8 
NKE Nike, Inc. - Class B
+6.39%
+$401.39 
LCID Lucid Group, Inc.
+5.47%
+$18 
CX Cemex S.A.B. de C.V. Sponsored ADR
+5.15%
+$45.57 
CTSH Cognizant Technology Solutions Corporation
+4.54%
+$425.25 
IBN ICICI Bank Limited Sponsored ADR
+4.26%
+$24.1 
MAR Marriott International Inc. - Class A
+4.18%
+$15.54 
TREX Trex Company, Inc.
+3.94%
+$112 
CACC Credit Acceptance Corporation
+3.9%
+$20.79 
NVO Novo Nordisk A/S Sponsored ADR
+3.41%
+$88.4 
NFLX Netflix, Inc.
+3.28%
+$1,409.84 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+3%
+$131.67 
AMX América Móvil, S.A.B. de C.V.
+2.88%
+$55.44 
ORCL Oracle Corporation
+2.85%
+$889.08 
OTEX Open Text Corporation
+2.66%
+$55.2 
BMY Bristol-Myers Squibb Company
+2.62%
+$1,563.95 
F Ford Motor Company
+2.37%
+$3,133.01 
OMF OneMain Holdings Inc.
+2.36%
+$8,263.74 
IBM International Business Machines Corporation
+2.33%
+$36,144.08 
AMG Affiliated Managers Group Inc.
+2.24%
+$25.05 
MCK McKesson Corporation
+2.13%
+$9,803.44 
HRL Hormel Foods Corporation
+1.99%
+$12,403.4 
SMR NuScale Power Corporation
+1.97%
+$0.81 
PRTA Prothena Corporation plc
+1.79%
+$0.9 
FITB Fifth Third Bancorp
+1.66%
+$656.7 
RF Regions Financial Corporation
+1.64%
+$4,874.76 
WTBA West Bancorporation Inc.
+1.59%
+$5,247 
MDT Medtronic plc
+1.52%
+$645.75 
NRG NRG Energy, Inc.
+1.45%
+$1.46 
IAU iShares Gold Trust
+1.36%
+$3,657.5 
GLD SPDR Gold Shares
+1.34%
+$8,704.1 
MSFT Microsoft Corp.
+1.27%
+$17,710.32 
AMT American Tower Corporation
+1.18%
+$42.3 
RSP Invesco S&P 500 Equal Weight ETF
+1.11%
+$47,557.87 
IJS iShares S&P Small-Cap 600 Value ETF
+1.1%
+$27,378.4 
MSI Motorola Solutions, Inc.
+1.09%
+$93.29 
NGG National Grid plc Sponsored ADR
+1.04%
+$21.19 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.98%
+$332.92 
GS The Goldman Sachs Group, Inc.
+0.87%
+$313.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$110,484.94 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.78%
+$22,669.66 
MELI MercadoLibre, Inc.
+0.74%
+$27.41 
KEY KeyCorp
+0.71%
+$2,481.64 
FBND Fidelity Total Bond ETF
+0.7%
+$4,647.28 
IWD iShares Russell 1000 Value ETF
+0.65%
+$18,721.48 
IUSV iShares Core S&P U.S. Value ETF
+0.64%
+$24,564.89 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.63%
+$41.62 
VO Vanguard Mid-Cap ETF
+0.61%
+$92,008.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.59%
+$29.7 
FENI Fidelity Enhanced International ETF
+0.54%
+$141,562.88 
CACI Caci International Inc.
+0.48%
+$5.76 
MUSA Murphy USA Inc.
+0.47%
+$2.54 
AMP Ameriprise Financial, Inc.
+0.42%
+$8.26 
PEP PepsiCo, Inc.
+0.41%
+$474.55 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$1,326.38 
IVT InvenTrust Properties Corp.
+0.34%
+$18.2 
CGDV Capital Group Dividend Value ETF
+0.33%
+$7.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$2,826.45 
SCHX Schwab U.S. Large-Cap ETF
+0.18%
+$88,767.36 
OGN Organon & Co.
+0.11%
+$0.6 
BIDD iShares International Dividend Active ETF
+0.1%
+$2,142.15 
OSK Oshkosh Corporation
+0.08%
+$221.7 
FELC Fidelity Enhanced Large Cap Core ETF
+0.02%
+$589.75 
IR Ingersoll Rand Inc.
0%
$0 
LRCX Lam Research Corporation
-4.4%
-$1,995.54 
ARW Arrow Electronics Inc.
-4.19%
-$28.2 
DTM Dt Midstream Inc.
-3.59%
-$505.02 
SCHW Charles Schwab Corporation
-2.88%
-$1,674 
FAST Fastenal Co.
-2.82%
-$39,138.94 
CRC California Resources Corp
-2.57%
-$11.12 
TRP TC Energy Corporation
-2.52%
-$418.88 
FTNT Fortinet Inc.
-2.12%
-$234 
NVDA NVIDIA Corporation
-1.68%
-$41,169.87 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-1.24%
-$38.48 
AVEM Avantis Emerging Markets Equity ETF
-0.96%
-$156,176.64 
MOS Mosaic Company
-0.87%
-$89.1 
OGE Oge Energy Corp.
-0.76%
-$6.48 
IDCC InterDigital, Inc.
-0.75%
-$7.29 
RTX RTX Corporation
-0.55%
-$94.76 
LNT Alliant Energy Corporation
-0.44%
-$167.1 
BP BP p.l.c. Sponsored ADR
-0.44%
-$21.5 
EGP EastGroup Properties Inc.
-0.32%
-$2.46 
IWF iShares Russell 1000 Growth ETF
-0.3%
-$8,502.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.3%
-$4,290.4 
MS Morgan Stanley
-0.28%
-$53.55 
IUSG iShares Core S&P U.S. Growth ETF
-0.21%
-$12,219.88 
WTS Watts Water Technologies Inc.
-0.11%
-$1.16 
ALRS Alerus Financial Corporation
-0.1%
-$1,990.32 
GXC SPDR S&P China ETF
-0.04%
-$22.12 
AME Ametek Inc.
-0.03%
-$0.24 Events
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Dividends
Dividend Analysis
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| Trades 505 | Longs Won 337/505 66% | Profit Factor 7.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,874.69 |
| Average Win $85,356.19 | Best Trade (Jun 30) $3.21M | Sharpe Ratio -10.35 |
| Average Loss -$23,252.17 | Worst Trade (Oct 15) -$1.12M | Z-Score 0.73 (53.48%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $49,225.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALRS Alerus Financial Corporation | 66,344 | $1.28M | $2.03M | - | $756,035.2 | 59.19% | -0.098% |
| AME Ametek Inc. | 3 | $725.82 | $740.25 | - | $14.43 | 1.99% | -0.032% |
| AMG Affiliated Managers Group Inc. | 3 | $1,015.2 | $1,141.56 | - | $126.36 | 12.45% | +2.244% |
| AMP Ameriprise Financial, Inc. | 4 | $1,835.04 | $1,991.54 | - | $156.5 | 8.53% | +0.416% |
| AMT American Tower Corporation | 20 | $3,271.4 | $3,630.3 | - | $358.9 | 10.97% | +1.179% |
| AMX América Móvil, S.A.B. de C.V. | 88 | $2,287.12 | $1,977.36 | - | -$309.76 | -13.54% | +2.885% |
| ARW Arrow Electronics Inc. | 3 | $640.23 | $644.58 | - | $4.35 | 0.68% | -4.192% |
| AVEM Avantis Emerging Markets Equity ETF | 179,514 | $17.28M | $16.18M | - | -$1.09M | -6.32% | -0.956% |
| AVLV Avantis U.S. Large Cap Value ETF | 54 | $4,925.34 | $5,032.26 | - | $106.92 | 2.17% | +0.594% |
| AVUV Avantis U.S. Small Cap Value ETF | 113,902 | $14.1M | $13.69M | - | -$412,653.7 | -2.93% | +0.814% |
| BIDD iShares International Dividend Active ETF | 71,405 | $1.78M | $2.1M | - | $311,807.35 | 17.48% | +0.102% |
| BMY Bristol-Myers Squibb Company | 1,009 | $58,138.58 | $61,377.47 | - | $3,238.89 | 5.57% | +2.615% |
| BP BP p.l.c. Sponsored ADR | 100 | $3,695 | $4,859.5 | - | $1,164.5 | 31.52% | -0.44% |
| CACC Credit Acceptance Corporation | 1 | $636.74 | $553.09 | - | -$83.65 | -13.14% | +3.905% |
| CACI Caci International Inc. | 2 | $926.52 | $1,213.78 | - | $287.26 | 31% | +0.477% |
| CGDV Capital Group Dividend Value ETF | 48 | $2,365.44 | $2,366.4 | - | $0.96 | 0.04% | +0.326% |
| CRC California Resources Corp | 8 | $422.96 | $421.12 | - | -$1.84 | -0.44% | -2.573% |
| CTSH Cognizant Technology Solutions Corporation | 150 | $5,809.5 | $9,795.75 | - | $3,986.25 | 68.62% | +4.538% |
| CX Cemex S.A.B. de C.V. Sponsored ADR | 93 | $1,116 | $930.93 | - | -$185.07 | -16.58% | +5.147% |
| DTM Dt Midstream Inc. | 114 | $16,728.36 | $13,554.6 | - | -$3,173.76 | -18.97% | -3.592% |
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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 Debra Pladsen?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P U.S. Growth ETF - $3.4M, iShares Core S&P U.S. Value ETF - $2.26M, Fidelity Enhanced Large Cap Core ETF - $1.96M, iShares S&P Small-Cap 600 Growth ETF - $1.6M, and iShares S&P Small-Cap 600 Value ETF - $1.47M. 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: UnitedHealth Group Incorporated - $220,935.25, United Parcel Service, Inc - $99,572.99, Tesla, Inc - $88,323.27, Alphabet Inc - $84,418.5, and Amazon.com Inc - $84,083.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Debra Pladsen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.56M earned over time. The largest contributors to dividend income include iShares Core S&P U.S. Value ETF - $383,079.72, iShares International Dividend Active ETF - $317,669.4, Invesco S&P 500 Equal Weight ETF - $232,620.55, Fidelity Total Bond ETF - $185,497.1, and iShares S&P Small-Cap 600 Value ETF - $150,982.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Debra Pladsen's monthly returns?
Debra Pladsen'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 Debra Pladsen's strategy be considered aggressive or moderate?
Debra Pladsen's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Debra Pladsen's strategy?
Debra Pladsen'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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