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:
33.58%
Gain +0.26%
Monthly
0.09%
Yearly
1.14%
Drawdown
21.43%
$67.89M
Equity
Holdings
$67.89M
Investment
$56.01M
-$2.72M
Profit +$168,282.71
Realized
-$14.59M
Unrealized
$11.87M
Dividends
$13.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$168,282.71
Win %
67%
This Week
Compared To Last Week
Gain
0.25%
Profit
$168,282.71
Win %
67%
This Month
Compared to last month
Gain
0.58%
Profit
$392,996.73
Win %
67%
This Year
Compared to last year
Gain
7.42%
Profit
$4.69M
Win %
67%
ARI Apollo Commercial Real Estate Finance, Inc.
+3.25%
+$9,595.61 
AVGO Broadcom Inc.
+2.92%
+$26,564.46 
NVDA NVIDIA Corporation
+2.51%
+$7,030.28 
XLK State Street Technology Select Sector SPDR ETF
+1.95%
+$66,988.96 
SPMO Invesco S&P 500 Momentum ETF
+1.8%
+$64,475.79 
NBIS Nebius Group N.V. Class A Ordinary Shares
+1.34%
+$4,921.15 
MSFT Microsoft Corporation Common Stock
+1.29%
+$18,137.22 
PM Philip Morris International Inc.
+1.23%
+$9,163.86 
VOT Vanguard Mid-Cap Growth ETF
+1.12%
+$3,925.83 
VUG Vanguard Morningstar Growth ETF
+1.05%
+$5,263.44 
JPM JPMorgan Chase & Co.
+1%
+$3,363.16 
DVN Devon Energy Corporation
+0.94%
+$4,386.82 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.94%
+$5,917.53 
IVV iShares Core S&P 500 ETF
+0.74%
+$43,486.08 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$9,157.08 
VBK Vanguard Small-Cap Growth ETF
+0.71%
+$2,813.25 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.7%
+$1,810.76 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$16,947.84 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.61%
+$4,072.88 
IEFA iShares Core MSCI EAFE ETF
+0.58%
+$3,060.96 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.56%
+$6,615.73 
XYLD Global X S&P 500 Covered Call ETF
+0.55%
+$3,825.68 
VB Vanguard Small-Cap ETF
+0.52%
+$3,483.92 
IAU iShares Gold Trust
+0.5%
+$8,028.84 
GLD SPDR Gold Shares
+0.49%
+$1,092.61 
IGRO iShares International Dividend Growth ETF
+0.47%
+$4,349.45 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.45%
+$1,228.69 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.43%
+$11,713.9 
AMZN Amazon.com Inc
+0.4%
+$1,411.34 
RYLD Global X Russell 2000 Covered Call ETF
+0.4%
+$1,882.5 
JEPI JPMorgan Equity Premium Income ETF
+0.38%
+$9,238.98 
PGP PIMCO Global StocksPLUS & Income Fund
+0.37%
+$1,439.01 
VBR Vanguard Small-Cap Value ETF
+0.36%
+$1,487.8 
VNQ Vanguard Real Estate ETF
+0.36%
+$4,101.57 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.33%
+$1,423.43 
GUT The Gabelli Utility Trust
+0.29%
+$1,117.68 
NRP Natural Resource Partners L.P.
+0.24%
+$965.72 
ABBV AbbVie Inc.
+0.19%
+$568.07 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.19%
+$5,605.32 
BND Vanguard Total Bond Market ETF
+0.1%
+$4,004.32 
BINC iShares Flexible Income Active ETF
+0.07%
+$1,242.85 
EFC Ellington Financial Inc.
+0.04%
+$128.53 
GBDC Golub Capital BDC, Inc.
+0.04%
+$97.26 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$53.4 
MRCC Monroe Capital Corporation
0%
$0 
PBR Petróleo Brasileiro S.A. - Petrobras
-14.37%
-$129,877.92 
VZ Verizon Communications Inc.
-3.49%
-$16,567.2 
PDI Pimco Dynamic Income Fund
-1.4%
-$12,091.2 
AAPL Apple Inc.
-1.22%
-$9,966.77 
META Meta Platforms Inc Class A
-1.01%
-$4,017.31 
V Visa Inc. Class A
-0.98%
-$2,991.74 
OBDC Blue Owl Capital Corporation
-0.85%
-$2,742.44 
GOOG Alphabet Inc
-0.77%
-$3,311.08 
MPLX MPLX LP
-0.77%
-$4,096.36 
GSBD Goldman Sachs BDC, Inc.
-0.7%
-$1,937.28 
DNP DNP Select Income Fund Inc.
-0.59%
-$4,173.24 
MMM 3M Company
-0.59%
-$2,739.72 
BSM Black Stone Minerals, L.P.
-0.57%
-$2,302.57 
VWO Vanguard FTSE Emerging Markets ETF
-0.43%
-$1,625.33 
SCHD Schwab U.S. Dividend Equity ETF
-0.34%
-$15,719.4 
IBM International Business Machines Corporation
-0.33%
-$1,460.76 
STWD Starwood Property Trust, Inc.
-0.28%
-$796.63 
COST Costco Wholesale Corp
-0.24%
-$1,289.05 
SDY State Street SPDR S&P Dividend ETF
-0.13%
-$1,644.92 
HTGC Hercules Capital Inc.
-0.06%
-$233.23 
IEI iShares 3-7 Year Treasury Bond ETF
-0.02%
-$748.12 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
-$7.09 Events
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Dividends
Dividend Analysis
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| Trades 970 | Longs Won 447/970 46% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $138,207.67 |
| Average Win $44,196.54 | Best Trade (Oct 14) $951,674.7 | Sharpe Ratio -8.8 |
| Average Loss -$42,965.84 | Worst Trade (Jun 30) -$2.37M | Z-Score -6.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy -$2,799.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 5771.84E% | 6.49P% | 2.15T% | 7.31B% | 88.87M% | 2.42M% | 115,097.6% | 8,223.74% | 802.1% |
| Consecutive Losing Trades | 1,580 | 1,422 | 1,264 | 1,106 | 948 | 790 | 632 | 474 | 316 | 158 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,359 | $390,352.63 | $810,316.5 | - | $419,963.87 | 107.59% | -1.215% |
| ABBV AbbVie Inc. | 1,052 | $243,580.08 | $301,061.36 | - | $57,481.28 | 23.6% | +0.189% |
| AMZN Amazon.com Inc | 1,421 | $216,928.4 | $353,819.34 | - | $136,890.94 | 63.1% | +0.4% |
| ARI Apollo Commercial Real Estate Finance, Inc. | 45,912 | $564,447.03 | $304,350.65 | - | -$260,096.38 | -46.08% | +3.255% |
| AVGO Broadcom Inc. | 2,823 | $252,448.24 | $934,667.07 | - | $682,218.83 | 270.24% | +2.925% |
| BINC iShares Flexible Income Active ETF | 35,510 | $1.85M | $1.8M | - | -$54,536.16 | -2.94% | +0.069% |
| BND Vanguard Total Bond Market ETF | 53,894 | $3.91M | $3.84M | - | -$64,171.84 | -1.64% | +0.104% |
| BSM Black Stone Minerals, L.P. | 27,089 | $432,403.75 | $403,219.76 | - | -$29,183.99 | -6.75% | -0.568% |
| COST Costco Wholesale Corp | 524 | $311,774.1 | $524,450.64 | - | $212,676.54 | 68.21% | -0.245% |
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 20,533 | $977,625.67 | $1.18M | - | $206,666.44 | 21.14% | +0.562% |
| DNP DNP Select Income Fund Inc. | 69,554 | $680,754.54 | $700,061.01 | - | $19,306.47 | 2.84% | -0.593% |
| DVN Devon Energy Corporation | 9,045 | $449,176.35 | $469,209.37 | - | $20,033.02 | 4.46% | +0.944% |
| EFC Ellington Financial Inc. | 25,705 | $323,106.31 | $301,648.17 | - | -$21,458.14 | -6.64% | +0.043% |
| GBDC Golub Capital BDC, Inc. | 19,452 | $309,117.22 | $235,855.5 | - | -$73,261.72 | -23.7% | +0.041% |
| GLD SPDR Gold Shares | 607 | $215,770.29 | $223,624.87 | - | $7,854.58 | 3.64% | +0.491% |
| GOOG Alphabet Inc | 1,357 | $249,782.15 | $427,237.88 | - | $177,455.73 | 71.04% | -0.769% |
| GSBD Goldman Sachs BDC, Inc. | 32,288 | $418,130.48 | $276,223.84 | - | -$141,906.64 | -33.94% | -0.696% |
| GUT The Gabelli Utility Trust | 74,512 | $482,196.29 | $392,305.68 | - | -$89,890.61 | -18.64% | +0.286% |
| HTGC Hercules Capital Inc. | 23,323 | $387,701.92 | $382,497.2 | - | -$5,204.72 | -1.34% | -0.061% |
| IAU iShares Gold Trust | 21,291 | $1.33M | $1.61M | - | $280,340.73 | 21.11% | +0.502% |
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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: State Street SPDR S&P 500 ETF Trust - $1.14M, Vanguard S&P 500 Growth ETF - $420,070.9, JPMorgan Equity Premium Income ETF - $359,927.89, State Street SPDR Portfolio S&P 500 ETF - $346,313.46, and Vanguard Total Bond Market ETF - $326,896.79. 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 - $1.66M, Broadmark Realty Capital Inc - $1.46M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $1.22M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $477,406.79, 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 $13.45M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $1.03M, Global X S&P 500 Covered Call ETF - $960,407.27, Global X Nasdaq 100 Covered Call ETF - $806,347.69, Global X Russell 2000 Covered Call ETF - $693,209.9, and Apollo Commercial Real Estate Finance, Inc - $461,240.5. 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.
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