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:
2.06%
Gain
Monthly
0.11%
Yearly
1.33%
Drawdown
22.64%
$153.62M
Equity
Holdings
$153.62M
Investment
$124.98M
$30.75M
Profit -$817,937.95
Realized
$2.11M
Unrealized
$28.64M
Dividends
$2.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$817,937.95
Win %
84%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$913,875.54
Win %
84%
This Month
Compared to last month
Gain
-0.31%
Profit
-$480,186.6
Win %
84%
This Year
Compared to last year
Gain
13.66%
Profit
$18.46M
Win %
84%
GE General Electric Company
+3.01%
+$12,133.46 
MRK Merck & Co., Inc.
+2.55%
+$6,702.56 
CSCO Cisco Systems, Inc.
+2.24%
+$6,993.78 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$11,580.57 
LMT Lockheed Martin Corporation
+1.69%
+$3,784.48 
XOM Exxon Mobil Corporation
+1.55%
+$9,618.6 
MCK McKesson Corporation
+1.54%
+$6,339.12 
CVX Chevron Corporation
+1.53%
+$3,121.73 
COP ConocoPhillips
+1.48%
+$2,745.95 
T AT&T Inc.
+1.41%
+$2,509.45 
WFC Wells Fargo & Company
+1.33%
+$7,326.12 
LLY Eli Lilly and Company
+1.22%
+$3,818.1 
F Ford Motor Company
+0.87%
+$1,407.12 
HDV iShares Core High Dividend ETF
+0.79%
+$1,989 
GEV GE Vernova Inc.
+0.71%
+$1,761.2 
XEL Xcel Energy Inc.
+0.61%
+$1,242.64 
UNH UnitedHealth Group Incorporated
+0.57%
+$2,435.7 
VNQ Vanguard Real Estate ETF
+0.52%
+$2,076.36 
GLD SPDR Gold Shares
+0.45%
+$2,832.28 
IAU iShares Gold Trust
+0.45%
+$1,283.05 
JPM JPMorgan Chase & Co.
+0.44%
+$2,609.67 
VTV Vanguard Value ETF
+0.42%
+$1,738.8 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.4%
+$1,835.67 
HRL Hormel Foods Corporation
+0.35%
+$2,850.48 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$604.01 
FBND Fidelity Total Bond ETF
+0.19%
+$4,623.4 
AMGN Amgen Inc.
+0.18%
+$1,853.65 
UPS United Parcel Service, Inc.
+0.12%
+$696.87 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$984.42 
COST Costco Wholesale Corporation
+0.1%
+$216.45 
IUSV iShares Core S&P U.S. Value ETF
+0.1%
+$15,330.81 
IWD iShares Russell 1000 Value ETF
+0.04%
+$1,101.15 
VO Vanguard Mid-Cap ETF
0%
$0 
TSLA Tesla, Inc.
-2.86%
-$33,969.6 
MSFT Microsoft Corp.
-2.36%
-$30,161.92 
IBM International Business Machines Corporation
-2.35%
-$42,177.68 
GOOG Alphabet Inc
-2.13%
-$8,171.14 
GOOGL Alphabet Inc
-2.1%
-$8,366.18 
KO The Coca-Cola Company
-2.02%
-$8,854.56 
NVDA NVIDIA Corporation
-2.01%
-$45,144.32 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$4,985.89 
OMF OneMain Holdings Inc.
-1.94%
-$7,477.96 
VUG Vanguard Growth ETF
-1.52%
-$6,990.54 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$43,094.52 
DAL Delta Air Lines, Inc.
-1.39%
-$4,501.88 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$59,383.55 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$6,520.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$18,182.7 
IUSG iShares Core S&P U.S. Growth ETF
-1.26%
-$225,886.82 
AVEM Avantis Emerging Markets Equity ETF
-1.23%
-$3,237.96 
CGNG Capital Group New Geography Equity ETF
-1.19%
-$3,528.4 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$3,737.49 
EFG iShares MSCI EAFE Growth ETF
-1.06%
-$3,704.32 
TT Trane Technologies plc
-0.99%
-$2,645.16 
ALRS Alerus Financial Corporation
-0.94%
-$20,246.27 
FENI Fidelity Enhanced International ETF
-0.86%
-$3,386.18 
FAST Fastenal Co.
-0.82%
-$10,668.85 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$2,796.75 
VOO Vanguard S&P 500 ETF
-0.69%
-$15,727.25 
IVV iShares Core S&P 500 ETF
-0.69%
-$16,083.9 
BIDD iShares International Dividend Active ETF
-0.67%
-$16,032.68 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$23,991.47 
RF Regions Financial Corporation
-0.65%
-$2,712.36 
IWB iShares Russell 1000 ETF
-0.64%
-$2,798.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$6,000.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$6,887.82 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$2,385.53 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.61%
-$43,876 
KEY KeyCorp
-0.56%
-$2,371.41 
IJS iShares S&P Small-Cap 600 Value ETF
-0.47%
-$42,010.39 
FELC Fidelity Enhanced Large Cap Core ETF
-0.46%
-$61,420.32 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$24,813.75 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.42%
-$38,719.2 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$5,322.48 
PII Polaris Inc.
-0.3%
-$968.85 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$2,365.12 
JCI Johnson Controls International plc
-0.27%
-$582.92 
IBP Installed Building Products Inc.
-0.27%
-$875.07 
CAT Caterpillar Inc.
-0.23%
-$799.98 
OSK Oshkosh Corporation
-0.2%
-$640.03 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$14,893.5 
WTBA West Bancorporation Inc.
-0.13%
-$526.95 
AMZN Amazon.com Inc
-0.1%
-$1,622.14 
HD The Home Depot, Inc.
-0.08%
-$182.52 
AAPL Apple Inc.
-0.07%
-$1,705.24 
MCD McDonald's Corporation
-0.06%
-$114.08 
MUB iShares National Muni Bond ETF
-0.02%
-$45.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 415 | Longs Won 331/415 79% | Profit Factor 22.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,412.75 |
| Average Win $97,287.85 | Best Trade (Jul 10) $4.27M | Sharpe Ratio -16.31 |
| Average Loss -$17,300.34 | Worst Trade (Jul 17) -$632,875.62 | Z-Score 20.65 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $74,094.1 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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Returns
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