Cole Bruner Portfolio
Invests via Buska Wealth Management LLC | Managed by Cole Bruner
Invests via Buska Wealth Management LLC
Managed by Cole Bruner
Automatically Tracked
Cole Bruner Profile
Cole Bruner possesses a strong background in technology commercialization and entrepreneurial ventures. With experience spanning multiple sectors, he has founded and operated several successful startups focused on innovation and disruptive technologies. His role as an operating executive allows him to leverage his deep understanding of market dynamics to drive growth initiatives within emerging industries. Known for his strategic foresight, he plays a significant part in shaping the future trajectory of the companies he is involved with, enhancing their competitive positioning through innovative product development.
Cole Bruner possesses a strong background in technology commercialization and entrepreneurial ventures. With experience spanning multiple sectors, he has founded and operated several successful startups focused on innovation and disruptive technologies. His role as an operating executive allows him to leverage his deep understanding of market dynamics to drive growth initiatives within emerging industries. Known for his strategic foresight, he plays a significant part in shaping the future trajectory of the companies he is involved with, enhancing their competitive positioning through innovative product development.
Investment Philosophy & Strategy
Growth potential within emerging technologies captures Cole Bruner's investment strategy, underpinned by his extensive entrepreneurial experience. With a keen eye for disruptive innovations, he actively seeks opportunities in sectors that promise transformation and scalability. This approach reflects a commitment to not only drive operational improvements but also leverage technology to unlock value creation. His background empowers him to evaluate market trends critically, enabling informed decisions that enhance competitive advantage and foster sustainable growth for the startups he engages with.
Growth potential within emerging technologies captures Cole Bruner's investment strategy, underpinned by his extensive entrepreneurial experience. With a keen eye for disruptive innovations, he actively seeks opportunities in sectors that promise transformation and scalability. This approach reflects a commitment to not only drive operational improvements but also leverage technology to unlock value creation. His background empowers him to evaluate market trends critically, enabling informed decisions that enhance competitive advantage and foster sustainable growth for the startups he engages with.
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 -0.63%
Monthly
1.09%
Yearly
13.94%
Drawdown
17.86%
$279.66M
Equity
Holdings
$279.66M
Investment
$225.82M
$92.82M
Profit -$1.89M
Realized
$38.98M
Unrealized
$53.84M
Dividends
$13.31M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.89M
Win %
67%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.24M
Win %
67%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.58M
Win %
67%
This Year
Compared to last year
Gain
0.83%
Profit
$2.31M
Win %
69%
GOOGL Alphabet Inc
+6.73%
+$19,661.25 
NVT nVent Electric plc
+6.24%
+$34,277.88 
TT Trane Technologies plc
+3.33%
+$11,207.89 
MSFT Microsoft Corp.
+3.02%
+$10,623.59 
NVDA NVIDIA Corporation
+2.93%
+$16,827.39 
CVX Chevron Corporation
+2.35%
+$5,564.12 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,132.24 
JCI Johnson Controls International plc
+1.93%
+$5,532.2 
FDTX Fidelity Disruptive Technology ETF
+1.64%
+$3,926.16 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$3,671.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$385,916.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,896.96 
CRF Cornerstone Total Return Fund, Inc.
+1.42%
+$2,476.1 
GE General Electric Company
+1.42%
+$2,741.35 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,262.9 
XLE Energy Select Sector SPDR Fund
+1%
+$63,794.93 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$22,658.22 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$20,911.33 
BNOV FGCI Inc.
+0.78%
+$12,380.23 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$24,514.28 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$1,548.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,933.09 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,804.24 
CAT Caterpillar Inc.
+0.7%
+$2,233.98 
IVV iShares Core S&P 500 ETF
+0.69%
+$249,047.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,913.42 
QTUM Defiance Quantum ETF
+0.67%
+$34,651.22 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$104,930.52 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,835.68 
ET Energy Transfer L.P.
+0.59%
+$1,248.48 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$1,958.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,187.42 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$24,174.46 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$15,694.14 
UNOV Innovator U.S. Equity Ultra Fund
+0.47%
+$1,988.16 
MISL First Trust Indxx Aerospace & Defense ETF
+0.47%
+$7,639.96 
AVGO Broadcom Inc.
+0.37%
+$1,090.08 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$856.12 
SMH VanEck Semiconductor ETF
+0.3%
+$810.11 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$27,557.18 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$488.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,766.88 
T AT&T Inc.
+0.17%
+$662.52 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$5,368.95 
WM Waste Management, Inc.
+0.1%
+$501.38 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$559.8 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$328.66 
SHV iShares Short Treasury Bond ETF
+0.03%
+$275.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$248.89 
VGMS Vanguard Multi-Sector Fund
+0.01%
+$497.87 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 VGHY
VGHY
0%
$0 
AAPL Apple Inc.
-7.35%
-$48,034.68 
MU Micron Technology, Inc.
-5.9%
-$16,986.25 
VAW Vanguard Materials ETF
-2.38%
-$36,576.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,449.47 
PNR Pentair plc
-1.1%
-$2,705.38 
KO The Coca-Cola Company
-1.02%
-$3,497.4 
XOM Exxon Mobil Corporation
-0.97%
-$4,807.26 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$2,976.66 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$1,235.97 
WEC WEC Energy Group Inc.
-0.57%
-$2,331.01 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$75,546.69 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$32,227.04 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$1,774.75 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,009.89 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$117,470.84 
VTV Vanguard Value ETF
-0.27%
-$2,359.37 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,502.86 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$11,078.7 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$3,073.38 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$10,360.08 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.15%
-$1,567.08 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$7,170.96 
VO Vanguard Mid-Cap ETF
-0.05%
-$128.72 
XEL Xcel Energy Inc.
-0.04%
-$141.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,257.62 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1,009.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$129.12 Events
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Dividends
Dividend Analysis
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| Trades 611 | Longs Won 455/611 74% | Profit Factor 35.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,604.49 |
| Average Win $209,940.96 | Best Trade (Sep 03) $7.71M | Sharpe Ratio -10.9 |
| Average Loss -$17,234.52 | Worst Trade (Aug 02) -$352,514.4 | Z-Score 3.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $151,912.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,959 | $390,514.39 | $605,154.69 | - | $214,640.3 | 54.96% | -7.354% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 358,548 | $7.43M | $7.42M | - | -$13,996.9 | -0.19% | -0.097% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 52,236 | $1.07M | $1.07M | - | -$3,656.08 | -0.34% | -0.146% |
| AVGO Broadcom Inc. | 757 | $286,089 | $294,684.96 | - | $8,595.96 | 3% | +0.371% |
| BAUG Innovator U.S. Equity Buffer ETF | 12,440 | $506,205.77 | $674,496.8 | - | $168,291.03 | 33.25% | +0.083% |
| BJUL Innovator U.S. Equity Buffer ETF | 3,871 | $161,730.22 | $211,046.92 | - | $49,316.7 | 30.49% | +0.739% |
| BNOV FGCI Inc. | 33,460 | $1.25M | $1.61M | - | $355,760.54 | 28.42% | +0.776% |
| BUFF Innovator Laddered Allocation Fund | 196,837 | $9.11M | $10.43M | - | $1.31M | 14.42% | +0.265% |
| CAT Caterpillar Inc. | 394 | $225,466 | $321,035.14 | - | $95,569.14 | 42.39% | +0.701% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,283 | $205,104 | $209,647.89 | - | $4,543.89 | 2.22% | +2.011% |
| CLM Cornerstone Strategic Investment Fund, Inc. | 30,596 | $240,139.26 | $227,634.24 | - | -$12,505.02 | -5.21% | +1.639% |
| CRF Cornerstone Total Return Fund, Inc. | 24,761 | $197,754.03 | $176,793.54 | - | -$20,960.49 | -10.6% | +1.42% |
| CVX Chevron Corporation | 1,231 | $252,601.54 | $242,297.73 | - | -$10,303.81 | -4.08% | +2.35% |
| EEM iShares MSCI Emerging Markets ETF | 41,823 | $2.71M | $2.68M | - | -$30,723.33 | -1.13% | +0.786% |
| ET Energy Transfer L.P. | 10,404 | $184,336.61 | $211,825.44 | - | $27,488.83 | 14.91% | +0.593% |
| FDTX Fidelity Disruptive Technology ETF | 4,788 | $159,536.16 | $242,799.48 | - | $83,263.32 | 52.19% | +1.644% |
| FFSM Fidelity Small-Mid Cap Opportunities ETF | 127,234 | $4.58M | $4.67M | - | $96,550.32 | 2.11% | +0.52% |
| FHLC Fidelity MSCI Health Care Index ETF | 4,314 | $295,940.37 | $339,727.5 | - | $43,787.13 | 14.8% | -0.869% |
| FIDU Fidelity MSCI Industrials Index ETF | 29,049 | $1.98M | $2.77M | - | $786,837.61 | 39.76% | +0.826% |
| FLOT iShares Floating Rate Bond ETF | 100,980 | $5.15M | $5.16M | - | $6,502.46 | 0.13% | -0.02% |
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FAQ
Which stocks have generated the highest profits for Cole Bruner?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $8.24M, iShares Core S&P 500 ETF - $8.14M, Vanguard Dividend Appreciation ETF - $5.52M, Vanguard High Dividend Yield ETF - $5.03M, and SPDR S&P Aerospace & Defense ETF - $4.58M. 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 - $29,179.06, Chevron Corporation - $23,352.2, Pimco Dynamic Income Fund - $13,176.65, AllianceBernstein Global High Income Fund Inc - $11,602.32, and BlackRock Multi-Sector Income Trust - $5,533.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cole Bruner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.31M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $1.9M, Vanguard Dividend Appreciation ETF - $1.63M, iShares Core S&P 500 ETF - $1.5M, SPDR Bloomberg Investment Grade Floating Rate ETF - $958,906.14, and iShares Floating Rate Bond ETF - $950,455.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cole Bruner's monthly returns?
Cole Bruner'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 Cole Bruner's strategy be considered aggressive or moderate?
Cole Bruner'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 Cole Bruner's strategy?
Cole Bruner'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.
