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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:
41.94%
Gain +0.25%
Monthly
0.98%
Yearly
12.48%
Drawdown
12.76%
$165.59M
Equity
Holdings
$165.59M
Investment
$122.32M
$54.46M
Profit +$341,504.86
Realized
$11.19M
Unrealized
$43.27M
Dividends
$11.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$341,504.86
Win %
75%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.09M
Win %
75%
This Month
Compared to last month
Gain
0.86%
Profit
$1.42M
Win %
75%
This Year
Compared to last year
Gain
10.03%
Profit
$15.07M
Win %
76%
SMBK SmartFinancial Inc.
+2.9%
+$305,295.55 
ILMN Illumina, Inc.
+2.9%
+$34,145 
MSOS AdvisorShares Pure US Cannabis ETF
+2.82%
+$2,227.25 
UNH UnitedHealth Group Incorporated
+2.56%
+$30,845.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.23%
+$325,660.44 
CNQ Canadian Natural Resources Limited
+2.06%
+$8,592.98 
CGGO Capital Group Global Growth Equity ETF
+2.04%
+$5,026.78 
GSK GSK plc Sponsored ADR
+2.03%
+$7,867.27 
AVGO Broadcom Inc.
+1.38%
+$43,104.99 
LLY Eli Lilly and Company
+1.36%
+$23,576.98 
EOG EOG Resources, Inc.
+1.36%
+$15,127.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$5,557.75 
RTX RTX Corporation
+1.26%
+$21,095.81 
JPM JPMorgan Chase & Co.
+1.06%
+$19,929.6 
INSM Insmed Inc.
+1.05%
+$2,262.4 
DFIC Dimensional International Core Equity Market ETF
+0.96%
+$116,965.04 
GE General Electric Company
+0.85%
+$10,640.1 
NET Cloudflare Inc.
+0.84%
+$7,560.48 
CGUS Capital Group Core Equity ETF
+0.79%
+$4,422.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$3,946.47 
IVV iShares Core S&P 500 ETF
+0.66%
+$4,446 
IP International Paper Company
+0.66%
+$1,501.68 
BX Blackstone Inc.
+0.66%
+$8,189.1 
SE Sea Ltd.
+0.61%
+$2,807.35 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$104,461.83 
DFSV Dimensional US Small Cap Value ETF
+0.48%
+$25,875.34 
BA Boeing Company
+0.47%
+$4,853.61 
VRTX Vertex Pharmaceuticals Incorporated
+0.42%
+$6,536.19 
BMY Bristol-Myers Squibb Company
+0.42%
+$1,430.81 
VALE Vale S.A.
+0.32%
+$909.67 
CVX Chevron Corporation
+0.19%
+$3,233.9 
META Meta Platforms Inc Class A
+0.15%
+$3,588.23 
NVO Novo Nordisk A/S Sponsored ADR
+0.14%
+$2,007.18 
NFLX Netflix, Inc.
+0.09%
+$587.16 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$132.6 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,156.19 
AAPL Apple Inc.
+0.02%
+$206.64 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$518.02 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$185.99 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
PSEC Prospect Capital Corporation
-1.34%
-$600 
CRM Salesforce Inc
-1.17%
-$2,500.86 
PM Philip Morris International Inc.
-1.11%
-$21,256.62 
SHOP Shopify Inc.
-1.03%
-$6,238.68 
LOW Lowe's Companies Inc.
-0.99%
-$8,692.46 
ACN Accenture plc Class A
-0.98%
-$1,447.8 
AMZN Amazon.com Inc
-0.98%
-$17,008.24 
TOST Toast Inc.
-0.89%
-$4,961.27 
GOOG Alphabet Inc
-0.72%
-$16,350.04 
DUK Duke Energy Corporation
-0.46%
-$1,625.74 
TRP TC Energy Corporation
-0.46%
-$2,079 
AFRM Affirm Holdings, Inc.
-0.41%
-$2,873.7 
UNP Union Pacific Corporation
-0.41%
-$1,377.38 
SBUX Starbucks Corporation
-0.36%
-$7,779.74 
MSFT Microsoft Corp.
-0.35%
-$7,024.79 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.22%
-$21,943.45 
USB U.S. Bancorp
-0.18%
-$2,899.38 
DBND DoubleLine Opportunistic Bond ETF
-0.18%
-$17,281.19 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.15%
-$15,019.56 
CMCSA Comcast Corp
-0.15%
-$1,274.21 
ABT Abbott Laboratories
-0.08%
-$729.36 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$5,193.42 
CBK Commercial Bancgroup, Inc.
-0.04%
-$1,855.68 Events
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Dividends
Dividend Analysis
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| Trades 846 | Longs Won 570/846 67% | Profit Factor 12.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,507.23 |
| Average Win $104,169.11 | Best Trade (Jul 22) $5.74M | Sharpe Ratio -11.12 |
| Average Loss -$17,814.51 | Worst Trade (Dec 30) -$964,380.18 | Z-Score 7.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $64,373.04 |
| 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 | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $2.15M, Tesla, Inc - $1.53M, DoubleLine Opportunistic Bond ETF - $1.52M, Meta Platforms Inc Class A - $1.39M, and Broadcom Inc - $1.37M. 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 - $151,458.41, Regeneron Pharmaceuticals, Inc - $110,867.82, and AdvisorShares Pure US Cannabis ETF - $108,917.68. 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 $11.22M earned over time. The largest contributors to dividend income include DoubleLine Opportunistic Bond ETF - $1.49M, Vanguard Short-Term Treasury Fund - $1.07M, Vanguard Intermediate-Term Treasury Fund - $969,181.37, Vanguard Mortgage-Backed Securities Fund - $952,125.95, 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.
