CB
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:
36.73%
Gain +1%
Monthly
1.19%
Yearly
15.22%
Drawdown
14.89%
$277.11M
Equity
Holdings
$277.11M
Investment
$217.63M
$92.04M
Profit +$3.04M
Realized
$32.56M
Unrealized
$59.47M
Dividends
$11.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$3.04M
Win %
74%
This Week
Compared To Last Week
Gain
1.11%
Profit
$3.04M
Win %
74%
This Month
Compared to last month
Gain
0.61%
Profit
$1.68M
Win %
74%
This Year
Compared to last year
Gain
6.69%
Profit
$16.92M
Win %
74%
FDTX Fidelity Disruptive Technology ETF
+4.78%
+$28,107.12 
QTUM Defiance Quantum ETF
+4.17%
+$149,546.88 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$32,133.03 
NVDA NVIDIA Corporation
+3.42%
+$15,170.22 
QQQ Invesco QQQ Trust, Series 1
+3.13%
+$538,344.1 
GOOGL Alphabet Inc
+3.11%
+$9,265.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.92%
+$904,086.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.83%
+$27,473.44 
EEM iShares MSCI Emerging Markets ETF
+2.8%
+$24,519.5 
TT Trane Technologies plc
+2.71%
+$9,473.6 
NVT nVent Electric plc
+2.7%
+$17,006.08 
CAT Caterpillar Inc.
+2.58%
+$9,274.76 
MSFT Microsoft Corp.
+2.44%
+$6,797.28 
MISL First Trust Indxx Aerospace & Defense ETF
+2.07%
+$12,545.83 
AAPL Apple Inc.
+2%
+$9,753.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.94%
+$8,499.14 
VOO Vanguard S&P 500 ETF
+1.92%
+$7,762.37 
SPY SPDR S&P 500 ETF Trust
+1.91%
+$5,126.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.88%
+$11,329.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.83%
+$5,408.7 
PNR Pentair plc
+1.79%
+$4,891.92 
FIDU Fidelity MSCI Industrials Index ETF
+1.78%
+$70,388.5 
XAR SPDR S&P Aerospace & Defense ETF
+1.69%
+$79,712.58 
IVV iShares Core S&P 500 ETF
+1.67%
+$695,146.15 
SCHA Schwab U.S. Small-Cap ETF
+1.39%
+$11,963.98 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+1.28%
+$21,517.97 
VAW Vanguard Materials ETF
+1.27%
+$27,262.82 
BNOV FGCI Inc.
+1.27%
+$25,816.52 
PDI Pimco Dynamic Income Fund
+1.2%
+$6,912.16 
PCEF Invesco CEF Income Composite ETF
+1.19%
+$4,728 
RDVI FT Vest Rising Dividend Achievers Fund
+1.17%
+$10,083.5 
UNH UnitedHealth Group Incorporated
+1.12%
+$6,840.82 
FNCL Fidelity MSCI Financials Index ETF
+0.98%
+$30,330.44 
UNOV Innovator U.S. Equity Ultra Fund
+0.9%
+$4,903.65 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.89%
+$35,645.22 
PDO PIMCO Dynamic Income Opportunities Fund
+0.88%
+$2,402.3 
VTV Vanguard Value ETF
+0.85%
+$7,345.28 
VIG Vanguard Dividend Appreciation ETF
+0.78%
+$260,138.16 
WEC WEC Energy Group Inc.
+0.74%
+$3,108 
BAUG Innovator U.S. Equity Buffer ETF
+0.73%
+$5,403.23 
AWF AllianceBernstein Global High Income Fund Inc.
+0.64%
+$1,196.45 
UAUG Innovator U.S. Equity Ultra Fund
+0.51%
+$1,345.9 
VYMI Vanguard International High Dividend Yield Index Fund
+0.5%
+$56,826.5 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.43%
+$3,457.55 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$121,742.69 
BJUL Innovator U.S. Equity Buffer ETF
+0.38%
+$894.41 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.26%
+$8,947.64 
VGMS Vanguard Multi-Sector Fund
+0.2%
+$6,221.77 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.17%
+$473.7 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.17%
+$1,865.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$10,681.47 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.14%
+$9,317.44 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.12%
+$261.17 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$3,276.18 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
+0.1%
+$9,544 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$3,237.96 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$1,935.83 
KBWP Invesco KBW Property & Casualty Fund
+0.02%
+$260.44 
JCI
0%
$0 
VGHY
0%
$0 
XOM Exxon Mobil Corporation
-3.69%
-$16,861.62 
CVX Chevron Corporation
-3.49%
-$7,405.02 
XLE Energy Select Sector SPDR Fund
-2.98%
-$199,977.58 
KO The Coca-Cola Company
-2.65%
-$8,510.34 
IEUR iShares Core MSCI Europe ETF
-1.47%
-$85,887.2 
CRF Cornerstone Total Return Fund, Inc.
-1.05%
-$1,801.35 
T AT&T Inc.
-1%
-$3,843.43 
WM Waste Management, Inc.
-0.89%
-$4,395.7 
ET Energy Transfer L.P.
-0.81%
-$1,832.87 
XEL Xcel Energy Inc.
-0.59%
-$2,200.07 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.4%
-$883.05 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.26%
-$1,147.72 
FHLC Fidelity MSCI Health Care Index ETF
-0.2%
-$718.35 
SCHD Schwab U.S. Dividend Equity ETF
-0.06%
-$579.76 Events
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Dividends
Dividend Analysis
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| Trades 538 | Longs Won 409/538 76% | Profit Factor 73.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $688,706.67 |
| Average Win $228,155.51 | Best Trade (Jun 15) $8.6M | Sharpe Ratio -9.44 |
| Average Loss -$9,905.64 | Worst Trade (Jun 15) -$1.88M | Z-Score 7.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $171,073.93 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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Returns
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