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

Automatically Tracked

Tracking: 0 Updated: Jul 04 at 12:21 AM

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.

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:

29.16%

Gain +0.49%

Monthly

-0.39%

Yearly

-4.54%

Drawdown

58.79%

$249.99M

Equity

Holdings

$249.99M

Investment

$211.92M

-$136.31M

Profit +$880,170.8

Realized

-$174.38M

Unrealized

$38.07M

Dividends

$263.14M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.49%

Profit

$880,170.8

Win %

62%

This Week

Compared To Last Week

Gain

-0.51%

Profit

-$1.29M

Win %

62%

This Month

Compared to last month

Gain

-1.49%

Profit

-$3.78M

Win %

62%

This Year

Compared to last year

Gain

5.37%

Profit

$12.67M

Win %

59%

Gainers
Losers

AVAV AeroVironment Inc.

+10.7%

+$222,968.25

KTOS Kratos Defense & Security Solutions, Inc.

+4.36%

+$101,709.26

CCC CCC Intelligent Solutions Holdings Inc.

+3.72%

+$15,305.8

WMT Walmart Inc.

+2.77%

+$209,165.2

KRMN Karman Holdings Inc.

+2.62%

+$78,688.8

MSFT Microsoft Corp.

+1.62%

+$67,067.89

ET Energy Transfer L.P.

+1.47%

+$398,146.02

EXE Expand Energy Corporation

+1.28%

+$42,228

ASHR Xtrackers Harvest CSI 300 China A-Shares ETF

+1.1%

+$236,112

UPS United Parcel Service, Inc.

+1.02%

+$40,919.2

LNG Cheniere Energy Inc.

+0.84%

+$51,701

AMZN Amazon.com Inc

+0.4%

+$23,280

ARCC Ares Capital Corporation

+0.37%

+$5,390

LADR Ladder Capital Corp.

+0.3%

+$1,350

OXLC Oxford Lane Capital Corp

+0.11%

+$1,450.3

JAAA Janus Henderson AAA CLO ETF

+0.1%

+$32,334.75

IEF iShares 7-10 Year Treasury Bond ETF

+0.1%

+$1,071.01

RITM-PD Rithm Capital Corp.

+0.08%

+$21,620

09257WAE0

CIFR Cipher Mining Inc.

-12.26%

-$394,365.86

WULF TeraWulf Inc.

-10.18%

-$313,728

HUT Hut 8 Corp.

-8.18%

-$371,085

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

-2.27%

-$481,648.58

GSBD Goldman Sachs BDC Inc.

-1.14%

-$5,189.47

EARN Ellington Financial Inc.

-0.46%

-$12,174

EFC ELLINGTON FINANCIAL INC 1EL REIT

-0.37%

-$70,419.8

GOOGL Alphabet Inc

-0.36%

-$19,499.85

TSLX Sixth Street Specialty Lending Inc.

-0.29%

-$5,807.05

ACRE Ares Commercial Real Estate Corporation

-0.22%

-$3,349.37

FXI iShares China Large-Cap ETF

-0.19%

-$28,583.4

VTI VANGUARD TOTAL STOCK MKT ETF

-0.14%

-$21,113.17

CZR Caesars Entertainment, Inc.

-0.07%

-$2,337.8

Events

Dividends

Dividend Analysis

No Data

Trades 566	Longs Won 242/566 42%	Profit Factor 0.52
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.22M
Average Win $613,356.06	Best Trade (Jul 04) $15.79M	Sharpe Ratio -121.87
Average Loss -$878,834.62	Worst Trade (Jun 29) -$28.51M	Z-Score -3.92 (100%)
Commissions $0	Avg. Trade Length 1y 8m	Expectancy -$240,830.83