BF
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:
32.26%
Gain +1.3%
Monthly
0.13%
Yearly
1.52%
Drawdown
29.91%
$67.26M
Equity
Holdings
$67.26M
Investment
$55.32M
$25,240.22
Profit +$951,092.34
Realized
-$11.91M
Unrealized
$11.93M
Dividends
$12.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.3%
Profit
$951,092.34
Win %
72%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$1.08M
Win %
72%
This Month
Compared to last month
Gain
-1.16%
Profit
-$787,270.14
Win %
72%
This Year
Compared to last year
Gain
6.98%
Profit
$4.39M
Win %
72%
SPMO Invesco S&P 500 Momentum ETF
+4.84%
+$179,860.58 
XLK State Street Technology Select Sector SPDR ETF
+3.85%
+$127,241.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$94,051.2 
AVGO Broadcom Inc.
+3.64%
+$38,223.39 
VEU Vanguard FTSE All-World ex-US ETF
+3.33%
+$9,033.02 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$13,491.51 
GLD SPDR Gold Shares
+3.17%
+$7,205.1 
IAU iShares Gold Trust
+3.12%
+$50,991.94 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$15,714.75 
VOT Vanguard Mid-Cap Growth ETF
+2.75%
+$9,637.24 
VB Vanguard Small-Cap ETF
+2.54%
+$17,160.66 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$9,088.58 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.35%
+$6,056.68 
NVDA NVIDIA Corporation
+2.33%
+$6,199.78 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$12,009.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.95%
+$7,897.45 
IGRO iShares International Dividend Growth ETF
+1.9%
+$16,740.33 
VUG Vanguard Growth ETF
+1.89%
+$9,138.72 
VO Vanguard Mid-Cap ETF
+1.85%
+$11,927.72 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$21,470.66 
IVV iShares Core S&P 500 ETF
+1.77%
+$98,839.11 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+1.55%
+$41,273.82 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.54%
+$18,108.05 
AMZN Amazon.com Inc
+1.54%
+$5,200.86 
JPM JPMorgan Chase & Co.
+1.53%
+$4,791.48 
AAPL Apple Inc.
+1.41%
+$9,695.51 
XYLD Global X S&P 500 Covered Call ETF
+1.29%
+$8,756.55 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$4,914.47 
IBM International Business Machines Corporation
+1.05%
+$4,973.56 
MMM 3M Company
+0.99%
+$4,176.7 
RYLD Global X Russell 2000 Covered Call ETF
+0.99%
+$4,863.12 
JEPI JPMorgan Equity Premium Income Fund
+0.97%
+$22,990.02 
SDY SPDR S&P Dividend ETF
+0.88%
+$10,551.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$36,678.6 
PBR Petrobras S.A. Sponsored ADR
+0.8%
+$5,008.59 
GBDC Golub Capital BDC, Inc.
+0.8%
+$2,042.46 
NRP Natural Resource Partners L.P.
+0.77%
+$2,793.69 
GOOG Alphabet Inc
+0.76%
+$3,650.32 
GUT The Gabelli Utility Trust
+0.71%
+$3,353.04 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$17,805.15 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$22,366.01 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$15,112.12 
VZ Verizon Communications Inc.
+0.41%
+$2,017.8 
BINC iShares Flexible Income Active ETF
+0.32%
+$5,859.15 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$635.11 
MPLX MPLX LP
+0.23%
+$1,170.39 
ABBV AbbVie Inc.
+0.06%
+$147.28 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$50.86 
EFC-PD Ellington Financial Inc.
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
YNDX Yandex NV
0%
$0 
DVN Devon Energy Corporation
-4.18%
-$17,637.75 
MSFT Microsoft Corp.
-1.81%
-$19,319.5 
V Visa Inc. Class A
-1.13%
-$2,726.54 
PM Philip Morris International Inc.
-1.07%
-$7,346.08 
ARI Apollo Commercial Real Estate Finance Inc.
-1.01%
-$5,050.32 
COST Costco Wholesale Corporation
-0.75%
-$3,867.12 
PDI Pimco Dynamic Income Fund
-0.7%
-$6,952.44 
STWD Starwood Property Trust Inc.
-0.65%
-$2,503.71 
META Meta Platforms Inc Class A
-0.4%
-$1,417.5 
PGP PIMCO Global StocksPLUS and Income Fund
-0.18%
-$719.5 
DNP DNP Select Income Fund Inc.
-0.14%
-$1,043.31 
BSM Black Stone Minerals, L.P.
-0.07%
-$270.89 
GSBD Goldman Sachs BDC Inc.
-0.06%
-$161.44 
HTGC Hercules Capital Inc.
-0.03%
-$116.61 
VNQ Vanguard Real Estate ETF
-0.03%
-$310.73 Events
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Dividends
Dividend Analysis
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| Trades 970 | Longs Won 454/970 46% | Profit Factor 1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,685.23 |
| Average Win $41,917.48 | Best Trade (Jun 11) $932,025.02 | Sharpe Ratio -8.54 |
| Average Loss -$36,831.97 | Worst Trade (Jun 30) -$2.37M | Z-Score -3.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $26.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| Consecutive Losing Trades | 1,825 | 1,642 | 1,460 | 1,277 | 1,095 | 912 | 730 | 547 | 365 | 182 |
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Returns
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