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:
27.79%
Gain +0.1%
Monthly
1.23%
Yearly
15.86%
Drawdown
17.68%
$170.28M
Equity
Holdings
$170.28M
Investment
$158.49M
$28.25M
Profit +$61,193.26
Realized
$16.47M
Unrealized
$11.78M
Dividends
$2.94M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$61,193.26
Win %
77%
This Week
Compared To Last Week
Gain
0.04%
Profit
$61,193.26
Win %
77%
This Month
Compared to last month
Gain
2.31%
Profit
$3.85M
Win %
77%
This Year
Compared to last year
Gain
1.7%
Profit
$2.89M
Win %
75%
MSI Motorola Solutions, Inc.
+8.14%
+$677.35 
IVT InvenTrust Properties Corp.
+5.73%
+$349.44 
LCID Lucid Group, Inc.
+4.18%
+$28 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$97.92 
OTEX Open Text Corporation
+3.14%
+$66.81 
OSK Oshkosh Corporation
+2.56%
+$8,668.47 
CRC California Resources Corp
+2.47%
+$10.16 
MUSA Murphy USA Inc.
+2.04%
+$11.83 
CTSH Cognizant Technology Solutions Corporation
+1.99%
+$166.5 
KD Kyndryl Holdings Inc.
+1.37%
+$295.64 
FAST Fastenal Co.
+1.25%
+$16,697.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$170,854.14 
BMY Bristol-Myers Squibb Company
+0.82%
+$524.68 
AMG Affiliated Managers Group Inc.
+0.67%
+$7.53 
ARW Arrow Electronics Inc.
+0.36%
+$2.46 
PEP PepsiCo, Inc.
+0.23%
+$283.85 
MOS Mosaic Company
+0.21%
+$27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$2,962.25 
NGG National Grid plc Sponsored ADR
+0.19%
+$3.9 
TRP TC Energy Corporation
+0.06%
+$10.88 
AMX América Móvil, S.A.B. de C.V.
0%
$0 
AMT American Tower Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
F Ford Motor Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
KEY KeyCorp
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PRTA Prothena Corporation plc
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SMR NuScale Power Corporation
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TREX Trex Company, Inc.
0%
$0 
WTS Watts Water Technologies Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
GXC SPDR S&P China ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
PBR-A Petróleo Brasileiro S.A. - Petrobras
0%
$0 
IDCC InterDigital, Inc.
-7.78%
-$77.13 
IAU iShares Gold Trust
-4.61%
-$12,880 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$127,998.6 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$247,454.69 
CACI Caci International Inc.
-3.92%
-$40.56 
CGDV Capital Group Dividend Value ETF
-3.03%
-$74.4 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$1.48M 
IJT iShares S&P Small-Cap 600 Growth ETF
-2.72%
-$88,659.48 
FTNT Fortinet Inc.
-2.45%
-$241.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$21,732.26 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.17%
-$23.25 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$94,914.59 
IJS iShares S&P Small-Cap 600 Value ETF
-2%
-$54,169.92 
IR Ingersoll Rand Inc.
-1.96%
-$1,013.76 
INTU Intuit Inc.
-1.84%
-$120.6 
IWD iShares Russell 1000 Value ETF
-1.68%
-$48,608.07 
BIDD iShares International Dividend Active ETF
-1.57%
-$34,274.33 
RF Regions Financial Corporation
-1.54%
-$5,428.71 
IUSV iShares Core S&P U.S. Value ETF
-1.53%
-$59,706.53 
FENI Fidelity Enhanced International ETF
-1.53%
-$414,812.16 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$76.68 
ALRS Alerus Financial Corporation
-1.48%
-$33,172 
NFLX Netflix, Inc.
-1.43%
-$645.54 
IBM International Business Machines Corporation
-1.35%
-$21,604.92 
AMP Ameriprise Financial, Inc.
-1.33%
-$29.8 
AME Ametek Inc.
-1.33%
-$10.14 
FITB Fifth Third Bancorp
-1.11%
-$509.44 
OMF OneMain Holdings Inc.
-1.04%
-$4,356.08 
EGP EastGroup Properties Inc.
-1.03%
-$8.36 
LNT Alliant Energy Corporation
-0.97%
-$378.76 
MCK McKesson Corporation
-0.67%
-$2,761.19 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.58%
-$219.24 
HRL Hormel Foods Corporation
-0.56%
-$4,396.14 
VO Vanguard Mid-Cap ETF
-0.51%
-$79,235.94 
CACC Credit Acceptance Corporation
-0.38%
-$2.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$12.18 
EFX Equifax Inc.
-0.14%
-$0.75 
DTM Dt Midstream Inc.
-0.14%
-$20.52 
FELC Fidelity Enhanced Large Cap Core ETF
-0.11%
-$2,948.75 
NVDA NVIDIA Corporation
-0.1%
-$2,552.31 
FBND Fidelity Total Bond ETF
-0.09%
-$609.5 
MDT Medtronic plc
-0.09%
-$33.75 
OGN Organon & Co.
-0.07%
-$0.4 
WTBA West Bancorporation Inc.
-0.07%
-$233.2 Events
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Dividends
Dividend Analysis
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| Trades 505 | Longs Won 354/505 70% | Profit Factor 13.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,203.47 |
| Average Win $86,182.64 | Best Trade (Jun 30) $3.21M | Sharpe Ratio -10.34 |
| Average Loss -$14,905.31 | Worst Trade (Aug 19) -$785,914.5 | Z-Score 4.23 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $55,949.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALRS Alerus Financial Corporation | 66,344 | $1.28M | $2.21M | - | $929,856.48 | 72.79% | -1.481% |
| AME Ametek Inc. | 3 | $725.82 | $754.14 | - | $28.32 | 3.9% | -1.327% |
| AMG Affiliated Managers Group Inc. | 3 | $1,015.2 | $1,134.39 | - | $119.19 | 11.74% | +0.668% |
| AMP Ameriprise Financial, Inc. | 4 | $1,835.04 | $2,214.32 | - | $379.28 | 20.67% | -1.328% |
| AMT American Tower Corporation | 20 | $3,271.4 | $3,361.4 | - | $90 | 2.75% | 0.0 |
| AMX América Móvil, S.A.B. de C.V. | 88 | $2,287.12 | $2,113.76 | - | -$173.36 | -7.58% | 0.0 |
| ARW Arrow Electronics Inc. | 3 | $640.23 | $683.01 | - | $42.78 | 6.68% | +0.361% |
| AVEM Avantis Emerging Markets Equity ETF | 179,514 | $17.28M | $16.55M | - | -$727,502.38 | -4.21% | 0.0 |
| AVLV Avantis U.S. Large Cap Value ETF | 54 | $4,925.34 | $4,976.64 | - | $51.3 | 1.04% | -1.517% |
| AVUV Avantis U.S. Small Cap Value ETF | 113,902 | $14.1M | $14.66M | - | $564,626.6 | 4% | +1.179% |
| BIDD iShares International Dividend Active ETF | 71,405 | $1.78M | $2.15M | - | $360,719.85 | 20.22% | -1.573% |
| BMY Bristol-Myers Squibb Company | 1,009 | $58,138.58 | $64,727.35 | - | $6,588.77 | 11.33% | +0.817% |
| BP BP p.l.c. Sponsored ADR | 100 | $3,695 | $4,121 | - | $426 | 11.53% | 0.0 |
| CACC Credit Acceptance Corporation | 1 | $636.74 | $590.27 | - | -$46.47 | -7.3% | -0.38% |
| CACI Caci International Inc. | 2 | $926.52 | $995.5 | - | $68.98 | 7.45% | -3.915% |
| CGDV Capital Group Dividend Value ETF | 48 | $2,365.44 | $2,377.92 | - | $12.48 | 0.53% | -3.034% |
| CRC California Resources Corp | 8 | $422.96 | $420.96 | - | -$2 | -0.47% | +2.473% |
| CTSH Cognizant Technology Solutions Corporation | 150 | $5,809.5 | $8,533.5 | - | $2,724 | 46.89% | +1.99% |
| CX Cemex S.A.B. de C.V. Sponsored ADR | 93 | $1,116 | $1,050.9 | - | -$65.1 | -5.83% | -2.165% |
| DTM Dt Midstream Inc. | 114 | $16,728.36 | $15,152.88 | - | -$1,575.48 | -9.42% | -0.135% |
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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 - $2.25M, Fidelity Enhanced Large Cap Core ETF - $1.95M, iShares S&P Small-Cap 600 Growth ETF - $1.6M, and iShares S&P Small-Cap 600 Value ETF - $1.46M. 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 $2.94M earned over time. The largest contributors to dividend income include iShares Core S&P U.S. Value ETF - $366,324.71, iShares International Dividend Active ETF - $311,727.58, Invesco S&P 500 Equal Weight ETF - $216,633.89, Fidelity Total Bond ETF - $185,497.1, and iShares S&P Small-Cap 600 Value ETF - $139,968.62. 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.
