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:
35.2%
Gain +0.06%
Monthly
1.09%
Yearly
13.91%
Drawdown
17.9%
$274.72M
Equity
Holdings
$274.72M
Investment
$225.82M
$87.09M
Profit +$311,805.58
Realized
$38.19M
Unrealized
$48.9M
Dividends
$12.73M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$311,805.58
Win %
68%
This Week
Compared To Last Week
Gain
0.02%
Profit
$61,577.2
Win %
68%
This Month
Compared to last month
Gain
-0.89%
Profit
-$2.46M
Win %
68%
This Year
Compared to last year
Gain
-0.95%
Profit
-$2.63M
Win %
70%
MU Micron Technology, Inc.
+2.8%
+$7,820.3 
AVGO Broadcom Inc.
+2.24%
+$6,286.89 
FDTX Fidelity Disruptive Technology ETF
+2.14%
+$5,172.48 
MSFT Microsoft Corp.
+1.71%
+$5,237.7 
GOOGL Alphabet Inc
+1.46%
+$4,436.25 
CVX Chevron Corporation
+1.19%
+$2,738.99 
XOM Exxon Mobil Corporation
+0.9%
+$4,178.86 
XLE Energy Select Sector SPDR Fund
+0.83%
+$51,900.96 
SMH VanEck Semiconductor ETF
+0.83%
+$2,291.16 
XAR SPDR S&P Aerospace & Defense ETF
+0.6%
+$18,778.18 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$15,474.51 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$3,836.35 
T AT&T Inc.
+0.55%
+$1,984.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$4,270.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$115,544 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$67,462.76 
NVT nVent Electric plc
+0.36%
+$2,125.76 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.33%
+$684.9 
NVDA NVIDIA Corporation
+0.26%
+$1,561.94 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$393.03 
ET Energy Transfer L.P.
+0.17%
+$364.14 
KO The Coca-Cola Company
+0.14%
+$427.07 
BAUG Innovator U.S. Equity Buffer ETF
+0.13%
+$873.29 
UAUG Innovator U.S. Equity Ultra Fund
+0.13%
+$298.32 
QTUM Defiance Quantum ETF
+0.11%
+$5,898.08 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.1%
+$718.12 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.09%
+$2,853.48 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$995.56 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$2,524.5 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$2,547.9 
BUFF Innovator Laddered Allocation Fund
+0.03%
+$2,952.55 
SHV iShares Short Treasury Bond ETF
+0.01%
+$45.9 
CLM Cornerstone Strategic Investment Fund, Inc.
0%
$0 
VGHY
0%
$0 
GE General Electric Company
-2.44%
-$4,632.49 
AAPL Apple Inc.
-2.09%
-$13,673.8 
CAT Caterpillar Inc.
-1.9%
-$6,571.92 
PDO PIMCO Dynamic Income Opportunities Fund
-1.18%
-$2,128.61 
VAW Vanguard Materials ETF
-1.03%
-$15,560.16 
IEUR iShares Core MSCI Europe ETF
-0.94%
-$60,213.68 
WEC WEC Energy Group Inc.
-0.89%
-$3,718.5 
FIDU Fidelity MSCI Industrials Index ETF
-0.88%
-$24,401.16 
FHLC Fidelity MSCI Health Care Index ETF
-0.83%
-$2,804.1 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.71%
-$33,080.84 
PNR Pentair plc
-0.67%
-$1,556.52 
TT Trane Technologies plc
-0.67%
-$2,406.6 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$192,705.4 
JCI Johnson Controls International plc
-0.58%
-$1,611.9 
VYMI Vanguard International High Dividend Yield Index Fund
-0.56%
-$80,536.23 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.56%
-$2,129.7 
FNCL Fidelity MSCI Financials Index ETF
-0.55%
-$10,520.25 
UNH UnitedHealth Group Incorporated
-0.5%
-$3,125.97 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$4,564.44 
VTV Vanguard Value ETF
-0.39%
-$3,399.15 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$102,081.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.36%
-$866.33 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$21,574.87 
WM Waste Management, Inc.
-0.27%
-$1,458.56 
RDVI FT Vest Rising Dividend Achievers Fund
-0.26%
-$8,053.43 
XEL Xcel Energy Inc.
-0.25%
-$919.62 
VO Vanguard Mid-Cap ETF
-0.24%
-$627.51 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$15,521.26 
MISL First Trust Indxx Aerospace & Defense ETF
-0.23%
-$3,820 
VGMS Vanguard Multi-Sector Fund
-0.15%
-$7,468.22 
PCEF Invesco CEF Income Composite ETF
-0.14%
-$486.16 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$1,041.88 
BNOV FGCI Inc.
-0.13%
-$2,007.6 
BJUL Innovator U.S. Equity Buffer ETF
-0.11%
-$232.26 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.1%
-$1,044.72 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$7,170.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$2,515.24 
CRF Cornerstone Total Return Fund, Inc.
-0.07%
-$123.81 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$375.11 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$152.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$246.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$164.23 
VOO Vanguard S&P 500 ETF
-0.05%
-$204.84 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.05%
-$125.9 
IVV iShares Core S&P 500 ETF
-0.04%
-$15,565.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$451.81 
UNOV Innovator U.S. Equity Ultra Fund
-0.03%
-$116.15 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 611 | Longs Won 452/611 73% | Profit Factor 36.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $546,248.54 |
| Average Win $198,135.3 | Best Trade (Jul 20) $6.79M | Sharpe Ratio -10.91 |
| Average Loss -$15,414.81 | Worst Trade (Jul 27) -$377,203.61 | Z-Score -0.29 (22.74%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $142,537.15 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 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, Pimco Dynamic Income Fund - $18,643.95, and AllianceBernstein Global High Income Fund Inc - $11,602.32. 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 $12.73M 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 - $922,046.52, and iShares Floating Rate Bond ETF - $914,274.64. 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.
