CWC
Chad W. Coulter Portfolio
Invests via DELPHI FINANCIAL GROUP Inc. | Managed by Nita Savage, Chad W. Coulter
Invests via DELPHI FINANCIAL GROUP Inc.
Managed by Nita Savage, Chad W. Coulter
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Chad W. Coulter Profile
With a robust foundation in finance, Chad W. Coulter has established himself as a key figure within the investment community, possessing extensive experience in both corporate development and advisory roles. His journey is marked by significant contributions to high-growth firms, where he demonstrated an aptitude for identifying market opportunities and driving strategic initiatives that enhance value creation. A well-regarded leader among peers, he has cultivated a deep understanding of emerging technologies and their impact on various industries. His insights into venture capital dynamics position him as an influential contributor to discussions surrounding innovation financing and growth strategies.
With a robust foundation in finance, Chad W. Coulter has established himself as a key figure within the investment community, possessing extensive experience in both corporate development and advisory roles. His journey is marked by significant contributions to high-growth firms, where he demonstrated an aptitude for identifying market opportunities and driving strategic initiatives that enhance value creation. A well-regarded leader among peers, he has cultivated a deep understanding of emerging technologies and their impact on various industries. His insights into venture capital dynamics position him as an influential contributor to discussions surrounding innovation financing and growth strategies.
Investment Philosophy & Strategy
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:
20.33%
Gain +0.37%
Monthly
-0.42%
Yearly
-4.88%
Drawdown
58.65%
$178.96M
Equity
Holdings
$178.96M
Investment
$160.27M
-$148.04M
Profit +$725,500.81
Realized
-$166.73M
Unrealized
$18.68M
Dividends
$208.34M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.37%
Profit
$725,500.81
Win %
45%
This Week
Compared To Last Week
Gain
0.41%
Profit
$725,500.81
Win %
45%
This Month
Compared to last month
Gain
1.01%
Profit
$1.79M
Win %
45%
This Year
Compared to last year
Gain
-4.52%
Profit
-$8.47M
Win %
43%
PDD PDD Holdings Inc. American Depositary Shares
+2.8%
+$16,405.25 
EQT EQT Corporation
+2.65%
+$156,208.5 
LNG Cheniere Energy Inc.
+1.77%
+$120,425.25 
EXE Expand Energy Corporation
+1.65%
+$51,775.2 
ET Energy Transfer L.P.
+1.1%
+$319,937.62 
GSBD Goldman Sachs BDC Inc.
+1.05%
+$4,481.81 
CCC CCC Intelligent Solutions Holdings Inc.
+0.99%
+$4,974.39 
RITM Rithm Capital Corp.
+0.63%
+$59,455 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$159,848 
ARCC Ares Capital Corporation
+0.61%
+$8,855 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.54%
+$173,754 
GOOGL Alphabet Inc
+0.52%
+$26,910 
AMZN Amazon.com Inc
+0.31%
+$18,720 
WMT Walmart Inc.
+0.29%
+$21,124.3 
OXLC Oxford Lane Capital Corp
+0.17%
+$2,175.45 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$4,353.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 0925
09257WAE0
0%
$0 
WULF TeraWulf Inc.
-5.26%
-$106,536.8 
CIFR Cipher Mining Inc.
-3.47%
-$76,760.52 
ACRE Ares Commercial Real Estate Corporation
-2.87%
-$36,843.07 
HUT Hut 8 Corp.
-1.3%
-$50,193 
TSLX Sixth Street Specialty Lending Inc.
-0.58%
-$12,194.81 
LADR Ladder Capital Corp.
-0.46%
-$1,800 
IEF iShares 7-10 Year Treasury Bond ETF
-0.36%
-$5,655.05 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-0.17%
-$28,167.92 Events
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Dividends
Dividend Analysis
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| Trades 574 | Longs Won 258/574 44% | Profit Factor 0.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.14M |
| Average Win $552,531.03 | Best Trade (Sep 10) $13.5M | Sharpe Ratio -140.46 |
| Average Loss -$919,612.6 | Worst Trade (Jun 29) -$28.51M | Z-Score -3.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy -$257,917.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 195 | 175 | 156 | 136 | 117 | 97 | 78 | 58 | 39 | 19 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0925 09257WAE0 | 2M | $1.59M | $1.59M | - | - | - | 0.0 |
| ACRE Ares Commercial Real Estate Corporation | 334,937 | $1.57M | $1.25M | - | -$325,192.51 | -20.7% | -2.872% |
| AMZN Amazon.com Inc | 24,000 | $3.91M | $6.06M | - | $2.15M | 54.94% | +0.31% |
| ARCC Ares Capital Corporation | 77,000 | $1.44M | $1.46M | - | $18,285 | 1.27% | +0.61% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 992,880 | $32.34M | $32.45M | - | $107,309.03 | 0.33% | +0.538% |
| CCC CCC Intelligent Solutions Holdings Inc. | 76,529 | $844,997.45 | $507,004.62 | - | -$337,992.83 | -40% | +0.991% |
| CIFR Cipher Mining Inc. | 140,845 | $1.81M | $2.14M | - | $323,239.42 | 17.83% | -3.469% |
| EFC ELLINGTON FINANCIAL INC 1EL REIT | 1.41M | $17.22M | $16.3M | - | -$925,900.34 | -5.38% | -0.173% |
| EQT EQT Corporation | 117,450 | $6.24M | $6.05M | - | -$196,142.01 | -3.14% | +2.651% |
| ET Energy Transfer L.P. | 1.42M | $16.83M | $29.43M | - | $12.59M | 74.82% | +1.099% |
| EXE Expand Energy Corporation | 36,720 | $2.91M | $3.19M | - | $277,396.87 | 9.52% | +1.649% |
| GOOGL Alphabet Inc | 14,950 | $4.3M | $5.16M | - | $863,213 | 20.08% | +0.524% |
| GSBD Goldman Sachs BDC Inc. | 47,177 | $418,932 | $432,377.2 | - | $13,445.2 | 3.21% | +1.047% |
| HUT Hut 8 Corp. | 42,900 | $2.01M | $3.79M | - | $1.78M | 88.57% | -1.305% |
| IEF iShares 7-10 Year Treasury Bond ETF | 17,400 | $1.66M | $1.54M | - | -$112,056 | -6.77% | -0.365% |
| JAAA Janus Henderson AAA CLO ETF | 217,672 | $11.04M | $10.99M | - | -$45,711.01 | -0.41% | +0.04% |
| LADR Ladder Capital Corp. | 45,000 | $439,650 | $386,100 | - | -$53,550 | -12.18% | -0.464% |
| LNG Cheniere Energy Inc. | 25,220 | $4.19M | $6.93M | - | $2.74M | 65.54% | +1.769% |
| OXLC Oxford Lane Capital Corp | 145,030 | $2.12M | $1.29M | - | -$828,846.25 | -39.04% | +0.168% |
| PDD PDD Holdings Inc. American Depositary Shares | 7,775 | $593,077 | $602,484.75 | - | $9,407.75 | 1.59% | +2.799% |
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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 Chad W. Coulter?
The largest contributions to the portfolio's profits come from the following stocks: MPLX LP - $49.08M, VEREIT Inc - $24.89M, Ares Capital Corporation - $23.02M, Energy Transfer L.P - $13.77M, and Ares Commercial Real Estate Corporation - $13.66M. 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: 90187b408 - $52.43M, ARCP - $18.4M, FSC - $17.95M, AGNC - $15.36M, and RGP - $10.1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad W. Coulter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $208.34M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $33.27M, MPLX LP - $24.66M, Pennymac Mortgage Investment Trust - $19.06M, Ares Capital Corporation - $17.86M, and New York Mortgage Trust Inc - $16.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad W. Coulter's monthly returns?
Chad W. Coulter's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chad W. Coulter's strategy be considered aggressive or moderate?
Chad W. Coulter's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Chad W. Coulter's strategy?
Chad W. Coulter's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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