Bridget Fagerholt Portfolio
Invests via MAS Advisors LLC | Managed by Francisco Soler, Ricardo R. Calderon
Invests via MAS Advisors LLC
Managed by Francisco Soler, Ricardo R. Calderon
Automatically Tracked
Bridget Fagerholt Profile
Bridget Fagerholt has built a distinguished career at the intersection of finance and technology, emerging as a notable figure in investment circles. She has spearheaded numerous initiatives focused on integrating digital transformation into traditional investment practices. Her unique ability to identify promising fintech innovations underscores her influence in modern capital markets, making her an essential contributor to strategic discussions around technology-driven financial solutions. With extensive experience as both an operator and investor, she stands out for bridging operational insights with market opportunities, thus enhancing stakeholder engagement in the evolving landscape of asset management.
Bridget Fagerholt has built a distinguished career at the intersection of finance and technology, emerging as a notable figure in investment circles. She has spearheaded numerous initiatives focused on integrating digital transformation into traditional investment practices. Her unique ability to identify promising fintech innovations underscores her influence in modern capital markets, making her an essential contributor to strategic discussions around technology-driven financial solutions. With extensive experience as both an operator and investor, she stands out for bridging operational insights with market opportunities, thus enhancing stakeholder engagement in the evolving landscape of asset management.
Investment Philosophy & Strategy
Innovative capital allocation drives Bridget Fagerholt's approach to investment opportunities within the fintech sector. Leveraging her rich background in both operational leadership and strategic investing, she navigates the evolving landscape with a keen focus on identifying technological advancements that enhance market efficiency. Her commitment to merging technology with financial practices fosters collaboration among stakeholders, ultimately promoting transformative growth. By championing digital integration within asset management, she positions herself at the forefront of shaping future investment strategies while emphasizing adaptability and forward-thinking solutions.
Innovative capital allocation drives Bridget Fagerholt's approach to investment opportunities within the fintech sector. Leveraging her rich background in both operational leadership and strategic investing, she navigates the evolving landscape with a keen focus on identifying technological advancements that enhance market efficiency. Her commitment to merging technology with financial practices fosters collaboration among stakeholders, ultimately promoting transformative growth. By championing digital integration within asset management, she positions herself at the forefront of shaping future investment strategies while emphasizing adaptability and forward-thinking solutions.
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:
22.95%
Gain +0.1%
Monthly
0.1%
Yearly
1.19%
Drawdown
21.29%
$67.1M
Equity
Holdings
$67.1M
Investment
$55.75M
-$2.83M
Profit +$47,314.13
Realized
-$14.17M
Unrealized
$11.34M
Dividends
$13.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$47,314.13
Win %
71%
This Week
Compared To Last Week
Gain
0.07%
Profit
$47,314.13
Win %
71%
This Month
Compared to last month
Gain
-0.75%
Profit
-$508,108.7
Win %
71%
This Year
Compared to last year
Gain
6.5%
Profit
$4.09M
Win %
71%
GOOG Alphabet Inc
+2.89%
+$13,556.43 
AVGO Broadcom Inc.
+2.03%
+$21,271.28 
PBR Petrobras S.A. Sponsored ADR
+1.25%
+$7,771.95 
MPLX MPLX LP
+1.21%
+$6,212.07 
AMZN Amazon.com Inc
+1.18%
+$4,135.11 
NVDA NVIDIA Corporation
+1.01%
+$2,711.17 
SPMO Invesco S&P 500 Momentum ETF
+0.87%
+$32,431.71 
V Visa Inc. Class A
+0.64%
+$1,703.16 
MSFT Microsoft Corp.
+0.51%
+$5,387.46 
MMM 3M Company
+0.48%
+$2,068.22 
COST Costco Wholesale Corporation
+0.35%
+$1,729.2 
VUG Vanguard Growth ETF
+0.3%
+$1,501.53 
DNP DNP Select Income Fund Inc.
+0.27%
+$2,086.62 
XLK State Street Technology Select Sector SPDR ETF
+0.24%
+$8,046.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.13%
+$497.55 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$1,127.75 
IVV iShares Core S&P 500 ETF
+0.09%
+$4,899.61 
VOT Vanguard Mid-Cap Growth ETF
+0.08%
+$299.63 
DVN Devon Energy Corporation
+0.08%
+$316.57 
BSM Black Stone Minerals, L.P.
+0.07%
+$270.89 
PM Philip Morris International Inc.
+0.02%
+$112.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$38.15 
ABBV AbbVie Inc.
+0.01%
+$31.56 
MRCC Monroe Capital Corporation
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
YNDX Yandex NV
0%
$0 
AAPL Apple Inc.
-2.18%
-$17,173.5 
ARI Apollo Commercial Real Estate Finance Inc.
-2.01%
-$6,427.68 
GUT The Gabelli Utility Trust
-1.78%
-$8,568.88 
STWD Starwood Property Trust Inc.
-1.59%
-$6,145.47 
OBDC Blue Owl Capital Corporation
-1.5%
-$5,323.56 
GSBD Goldman Sachs BDC Inc.
-1.47%
-$4,197.44 
RYLD Global X Russell 2000 Covered Call ETF
-1.27%
-$6,431.87 
GBDC Golub Capital BDC, Inc.
-1.19%
-$3,015.06 
IBM International Business Machines Corporation
-1.04%
-$3,860.58 
HTGC Hercules Capital Inc.
-0.87%
-$3,265.22 
PGP PIMCO Global StocksPLUS and Income Fund
-0.82%
-$3,357.69 
XYLD Global X S&P 500 Covered Call ETF
-0.81%
-$5,696.01 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.79%
-$9,753.17 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.76%
-$4,699.22 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$2,672.85 
PDI Pimco Dynamic Income Fund
-0.52%
-$5,138.76 
NRP Natural Resource Partners L.P.
-0.52%
-$1,724.5 
VB Vanguard Small-Cap ETF
-0.43%
-$3,024.89 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$2,159.07 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.4%
-$10,785.79 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.35%
-$905.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$9,125.76 
VNQ Vanguard Real Estate ETF
-0.32%
-$3,977.28 
SCHD Schwab U.S. Dividend Equity ETF
-0.3%
-$13,099.5 
JPM JPMorgan Chase & Co.
-0.3%
-$1,033.16 
VOE Vanguard Mid-Cap Value ETF
-0.26%
-$1,101.34 
IGRO iShares International Dividend Growth ETF
-0.26%
-$2,326.45 
GLD SPDR Gold Shares
-0.26%
-$570.58 
IAU iShares Gold Trust
-0.25%
-$4,045.29 
SDY SPDR S&P Dividend ETF
-0.22%
-$2,728.16 
BND Vanguard Total Bond Market Index Fund
-0.18%
-$7,275.69 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-0.18%
-$642.62 
META Meta Platforms Inc Class A
-0.17%
-$668.52 
IEI iShares 3-7 Year Treasury Bond ETF
-0.16%
-$5,685.75 
VBK Vanguard Small-Cap Growth ETF
-0.16%
-$671.55 
VEU Vanguard FTSE All-World ex-US ETF
-0.16%
-$436.54 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$4,286.43 
VO Vanguard Mid-Cap ETF
-0.12%
-$831.2 
JEPI JPMorgan Equity Premium Income Fund
-0.09%
-$2,148.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$132.93 
BINC iShares Flexible Income Active ETF
-0.05%
-$887.75 Events
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Dividends
Dividend Analysis
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| Trades 970 | Longs Won 443/970 45% | Profit Factor 0.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,417.33 |
| Average Win $41,509.81 | Best Trade (Jul 10) $972,904.78 | Sharpe Ratio -8.82 |
| Average Loss -$40,261.43 | Worst Trade (Jun 30) -$2.37M | Z-Score -3.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy -$2,916.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 124981.89E% | 55.73P% | 10.74T% | 24.85B% | 224.28M% | 4.79M% | 185,328.82% | 11,078.88% | 923.29% |
| Consecutive Losing Trades | 1,667 | 1,500 | 1,333 | 1,167 | 1,000 | 833 | 667 | 500 | 333 | 167 |
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 Bridget Fagerholt?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $1.14M, Vanguard S&P 500 Growth ETF - $418,497.6, Apollo Commercial Real Estate Finance Inc - $395,691.12, State Street SPDR Portfolio S&P 500 ETF - $346,313.46, and JPMorgan Equity Premium Income Fund - $335,758.52. 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 Real Estate ETF - $1.75M, Broadmark Realty Capital Inc - $1.45M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $1.22M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $471,564.08, and Truist Financial Corporation - $433,012.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bridget Fagerholt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.16M earned over time. The largest contributors to dividend income include Global X S&P 500 Covered Call ETF - $949,223.2, Vanguard Real Estate ETF - $943,096.98, Global X Nasdaq 100 Covered Call ETF - $841,272.08, Global X Russell 2000 Covered Call ETF - $716,909.55, and Apollo Commercial Real Estate Finance Inc - $649,342. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bridget Fagerholt's monthly returns?
Bridget Fagerholt'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 Bridget Fagerholt's strategy be considered aggressive or moderate?
Bridget Fagerholt's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Bridget Fagerholt's strategy?
Bridget Fagerholt's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
