RT
Ruth Thortvedt Portfolio
Invests via Cravens & Co. Advisors LLC | Managed by Ruth Thortvedt
Invests via Cravens & Co. Advisors LLC
Managed by Ruth Thortvedt
Automatically Tracked
Ruth Thortvedt Profile
Ruth Thortvedt possesses a dynamic career blending operational leadership and innovative entrepreneurship within the technology sector. With extensive experience in product development and market strategy, she has driven significant growth initiatives across several startups. Ruth’s ability to navigate complex challenges allows her to identify strategic partnerships that enhance competitive positioning. Recognized for her forward-thinking approach, she plays a vital role in shaping company vision while fostering a culture of innovation. Her background in engineering provides a solid foundation as she leads teams toward ambitious goals, making notable contributions to advancements in technology commercialization.
Ruth Thortvedt possesses a dynamic career blending operational leadership and innovative entrepreneurship within the technology sector. With extensive experience in product development and market strategy, she has driven significant growth initiatives across several startups. Ruth’s ability to navigate complex challenges allows her to identify strategic partnerships that enhance competitive positioning. Recognized for her forward-thinking approach, she plays a vital role in shaping company vision while fostering a culture of innovation. Her background in engineering provides a solid foundation as she leads teams toward ambitious goals, making notable contributions to advancements in technology commercialization.
Investment Philosophy & Strategy
Operating in the technology sector, Ruth Thortvedt embodies an entrepreneurial spirit that fosters transformative growth and innovation. Her deep expertise in product development equips her to identify high-impact opportunities within emerging markets. By leveraging strategic alliances, she effectively positions her ventures for sustainable expansion and competitiveness. Grounded in her engineering background, she emphasizes collaborative team dynamics to tackle intricate challenges. The ability to adapt to market demands while implementing forward-looking strategies allows for resilient business models tailored for success in a rapidly evolving landscape.
Operating in the technology sector, Ruth Thortvedt embodies an entrepreneurial spirit that fosters transformative growth and innovation. Her deep expertise in product development equips her to identify high-impact opportunities within emerging markets. By leveraging strategic alliances, she effectively positions her ventures for sustainable expansion and competitiveness. Grounded in her engineering background, she emphasizes collaborative team dynamics to tackle intricate challenges. The ability to adapt to market demands while implementing forward-looking strategies allows for resilient business models tailored for success in a rapidly evolving landscape.
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:
52.28%
Gain -0.07%
Monthly
1%
Yearly
12.7%
Drawdown
12.77%
$151.84M
Equity
Holdings
$151.84M
Investment
$111.62M
$57.83M
Profit -$95,668.39
Realized
$17.61M
Unrealized
$40.22M
Dividends
$11.51M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$95,668.39
Win %
75%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$95,668.39
Win %
75%
This Month
Compared to last month
Gain
0.29%
Profit
$431,792.29
Win %
75%
This Year
Compared to last year
Gain
4.47%
Profit
$6.53M
Win %
73%
NET Cloudflare Inc.
+8.52%
+$63,367.12 
SAP SAP SE Sponsored ADR
+5.89%
+$100,465.92 
CRM Salesforce Inc
+4.65%
+$85,469.4 
GSK GSK plc Sponsored ADR
+4.27%
+$15,207 
SHOP Shopify Inc.
+4.2%
+$18,600.36 
TOST Toast Inc.
+3.91%
+$16,138.05 
NFLX Netflix, Inc.
+3.82%
+$23,982.78 
MDT Medtronic plc
+3.23%
+$13,103.58 
GOOG Alphabet Inc
+3.02%
+$58,159.64 
META Meta Platforms Inc Class A
+2.81%
+$78,251.52 
AFRM Affirm Holdings, Inc.
+2.5%
+$12,050.53 
SE Sea Ltd.
+2.41%
+$8,290.08 
MSFT Microsoft Corp.
+2.27%
+$65,922.6 
DIS The Walt Disney Company
+2.19%
+$14,161.74 
LLY Eli Lilly and Company
+2.09%
+$28,761.78 
PM Philip Morris International Inc.
+1.65%
+$25,450.64 
UNH UnitedHealth Group Incorporated
+1.37%
+$12,152.29 
NVO Novo Nordisk A/S Sponsored ADR
+1.16%
+$11,840.5 
LOW Lowe's Companies Inc.
+1.06%
+$7,164.52 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$16,171.22 
ILMN Illumina, Inc.
+0.89%
+$8,319.52 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$11,325.6 
TRP TC Energy Corporation
+0.73%
+$2,814.62 
AAPL Apple Inc.
+0.47%
+$5,288.43 
CNQ Canadian Natural Resources Limited
+0.47%
+$2,138.26 
MELI MercadoLibre, Inc.
+0.4%
+$1,659.71 
SBUX Starbucks Corporation
+0.35%
+$3,070.2 
ASTS AST SpaceMobile, Inc.
+0.33%
+$469.75 
ATO Atmos Energy Corporation
+0.32%
+$5,045.56 
UNP Union Pacific Corporation
+0.1%
+$955.03 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$818.94 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$142 
IP International Paper Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
APH Amphenol Corporation
-5.92%
-$88,128.04 
BAC Bank of America Corporation
-5.24%
-$11,559.92 
AVGO Broadcom Inc.
-4.75%
-$120,227.93 
VALE Vale S.A.
-3.71%
-$10,917.5 
GE General Electric Company
-1.94%
-$19,631.09 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$248,800.26 
JPM JPMorgan Chase & Co.
-1.69%
-$28,793.71 
RTX RTX Corporation
-1.31%
-$10,051.56 
CGGO Capital Group Global Growth Equity ETF
-1.31%
-$2,730.53 
AMZN Amazon.com Inc
-1.21%
-$18,235.74 
CMCSA Comcast Corp
-1.19%
-$9,178.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$4,963.2 
CVX Chevron Corporation
-0.88%
-$13,171.28 
CGUS Capital Group Core Equity ETF
-0.58%
-$2,868.58 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$58,868.1 
PSEC Prospect Capital Corporation
-0.53%
-$234 
DUK Duke Energy Corporation
-0.47%
-$1,489.07 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$18,677.34 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$61,561.85 
VOE Vanguard Mid-Cap Value ETF
-0.37%
-$1,177.78 
USB U.S. Bancorp
-0.37%
-$5,798.76 
IVV iShares Core S&P 500 ETF
-0.34%
-$2,357.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$2,017.26 
SMBK SmartFinancial Inc.
-0.31%
-$35,264 
CBK Commercial Bancgroup, Inc.
-0.27%
-$11,208.78 
BA Boeing Company
-0.21%
-$1,771 
BX Blackstone Inc.
-0.2%
-$2,134.52 
DBND DoubleLine Opportunistic Bond ETF
-0.1%
-$8,478.72 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$4,824.86 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$3,622.37 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$2,126.84 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$114.06 Events
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Dividends
Dividend Analysis
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| Trades 906 | Longs Won 615/906 67% | Profit Factor 10.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,419.83 |
| Average Win $103,972.09 | Best Trade (Aug 17) $5.57M | Sharpe Ratio -9.1 |
| Average Loss -$21,001.41 | Worst Trade (Dec 30) -$964,380.18 | Z-Score 8.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $63,831.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,390 | $540,708.68 | $1.13M | - | $590,975.02 | 109.3% | +0.47% |
| AFRM Affirm Holdings, Inc. | 6,751 | $132,869.26 | $494,341.97 | - | $361,472.71 | 272.05% | +2.499% |
| AMZN Amazon.com Inc | 5,892 | $658,935.28 | $1.49M | - | $835,776.74 | 126.84% | -1.205% |
| APH Amphenol Corporation | 17,732 | $781,626.56 | $1.4M | - | $618,314.84 | 79.11% | -5.922% |
| ASTS AST SpaceMobile, Inc. | 2,409 | $214,064 | $144,672.49 | - | -$69,391.51 | -32.42% | +0.326% |
| ATO Atmos Energy Corporation | 9,703 | $1.67M | $1.59M | - | -$83,118.87 | -4.97% | +0.319% |
| AVGO Broadcom Inc. | 6,990 | $443,913.28 | $2.41M | - | $1.97M | 442.92% | -4.752% |
| BA Boeing Company | 4,025 | $717,392.78 | $845,290.25 | - | $127,897.47 | 17.83% | -0.209% |
| BAC Bank of America Corporation | 3,519 | $200,514 | $209,046.19 | - | $8,532.19 | 4.26% | -5.24% |
| BRK-B Berkshire Hathaway Inc. | 3,034 | $1.52M | $1.56M | - | $46,679.8 | 3.08% | +1.044% |
| BX Blackstone Inc. | 8,210 | $785,137.51 | $1.05M | - | $267,794.99 | 34.11% | -0.202% |
| CBK Commercial Bancgroup, Inc. | 124,542 | $3.24M | $4.21M | - | $966,445.76 | 29.82% | -0.266% |
| CGGO Capital Group Global Growth Equity ETF | 5,201 | $150,547.1 | $204,945.4 | - | $54,398.3 | 36.13% | -1.315% |
| CGUS Capital Group Core Equity ETF | 11,033 | $265,345.06 | $489,534.21 | - | $224,189.15 | 84.49% | -0.583% |
| CMCSA Comcast Corp | 30,596 | $878,410.94 | $761,840.4 | - | -$116,570.54 | -13.27% | -1.19% |
| CNQ Canadian Natural Resources Limited | 9,099 | $262,579.96 | $457,725.19 | - | $195,145.23 | 74.32% | +0.469% |
| CRM Salesforce Inc | 7,416 | $1.2M | $1.92M | - | $723,708.09 | 60.37% | +4.652% |
| CVX Chevron Corporation | 7,006 | $1.23M | $1.49M | - | $261,393.83 | 21.34% | -0.878% |
| DBND DoubleLine Opportunistic Bond ETF | 188,416 | $8.64M | $8.32M | - | -$320,652.41 | -3.71% | -0.102% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 351,782 | $9.58M | $15.82M | - | $6.24M | 65.13% | -0.388% |
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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 Ruth Thortvedt?
The largest contributions to the portfolio's profits come from the following stocks: SmartFinancial Inc - $2.17M, Dimensional Emerging Markets Core Equity 2 ETF - $2.15M, Dimensional U.S. Core Equity 2 ETF - $2.13M, Dimensional International Core Equity Market ETF - $1.83M, and Broadcom Inc - $1.77M. 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: Vanguard Long-Term Treasury Fund - $797,414.27, Pfizer Inc - $460,092.72, Taiwan Semiconductor Manufacturing Company Limited - $190,554.02, AdvisorShares Pure US Cannabis ETF - $138,610.87, and The PNC Financial Services Group, Inc - $120,792.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruth Thortvedt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.51M earned over time. The largest contributors to dividend income include DoubleLine Opportunistic Bond ETF - $1.56M, Vanguard Short-Term Treasury Fund - $1.12M, Vanguard Intermediate-Term Treasury Fund - $1.02M, Vanguard Mortgage-Backed Securities Fund - $1.01M, and Dimensional Emerging Markets Core Equity 2 ETF - $818,157. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruth Thortvedt's monthly returns?
Ruth Thortvedt'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 Ruth Thortvedt's strategy be considered aggressive or moderate?
Ruth Thortvedt'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 Ruth Thortvedt's strategy?
Ruth Thortvedt'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.
