Courtney Gooding Portfolio
Invests via Bush Investment Group LLC | Managed by Courtney Gooding
Invests via Bush Investment Group LLC
Managed by Courtney Gooding
Automatically Tracked
Courtney Gooding Profile
Courtney Gooding is an accomplished investor-operator known for her dynamic approach to driving business growth and operational excellence. With a background in strategic management, she has successfully navigated high-stakes environments within various industries. Leveraging extensive experience, she excels at fostering partnerships that elevate brand visibility and market share. Her keen insight into emerging trends positions her as a key player in capital markets, where she bridges the gap between investment potential and execution. Committed to innovation, Courtney continues to influence sector developments while leading initiatives that maximize organizational impact.
Courtney Gooding is an accomplished investor-operator known for her dynamic approach to driving business growth and operational excellence. With a background in strategic management, she has successfully navigated high-stakes environments within various industries. Leveraging extensive experience, she excels at fostering partnerships that elevate brand visibility and market share. Her keen insight into emerging trends positions her as a key player in capital markets, where she bridges the gap between investment potential and execution. Committed to innovation, Courtney continues to influence sector developments while leading initiatives that maximize organizational impact.
Investment Philosophy & Strategy
Risk considerations are paramount for Courtney Gooding as she steers investments within fluctuating markets. A robust track record in strategic management allows her to balance growth initiatives with a clear understanding of potential pitfalls. Fostering partnerships, she enhances both brand resilience and market presence through agile responses to evolving opportunities. With a keen eye on operational efficiency, decision-making is informed by comprehensive trend analysis that facilitates timely execution against identified investment prospects. This holistic view underscores a commitment to achieving competitive advantages while navigating the complexities of capital deployment.
Risk considerations are paramount for Courtney Gooding as she steers investments within fluctuating markets. A robust track record in strategic management allows her to balance growth initiatives with a clear understanding of potential pitfalls. Fostering partnerships, she enhances both brand resilience and market presence through agile responses to evolving opportunities. With a keen eye on operational efficiency, decision-making is informed by comprehensive trend analysis that facilitates timely execution against identified investment prospects. This holistic view underscores a commitment to achieving competitive advantages while navigating the complexities of capital deployment.
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:
58.31%
Gain +0.19%
Monthly
1.39%
Yearly
18.08%
Drawdown
17.67%
$199.9M
Equity
Holdings
$199.9M
Investment
$146.7M
$59.72M
Profit +$278,742.41
Realized
$6.52M
Unrealized
$53.19M
Dividends
$6.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$278,742.41
Win %
63%
This Week
Compared To Last Week
Gain
0.68%
Profit
$1.34M
Win %
63%
This Month
Compared to last month
Gain
0.53%
Profit
$1.05M
Win %
63%
This Year
Compared to last year
Gain
11.85%
Profit
$21.17M
Win %
63%
GPN Global Payments Inc.
+2.04%
+$6,689.43 
IEMG iShares Core MSCI Emerging Markets ETF
+1.4%
+$44,107.14 
AVEM Avantis Emerging Markets Equity ETF
+1.27%
+$23,661.55 
NVDA NVIDIA Corporation
+1.22%
+$7,671.39 
BAI iShares A.I. Innovation and Tech Active ETF
+1.12%
+$132,614.3 
BAC Bank of America Corporation
+0.76%
+$2,374.72 
IWY iShares Russell Top 200 Growth ETF
+0.7%
+$156,005.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.7%
+$32,859.34 
AFL Aflac Inc.
+0.64%
+$5,898.75 
SCHM Schwab U.S. Mid-Cap ETF
+0.64%
+$83,444.24 
SO The Southern Company
+0.6%
+$7,830.5 
SHLD Global X Defense Tech ETF
+0.53%
+$15,878.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$200,674.01 
IVV iShares Core S&P 500 ETF
+0.48%
+$1,977.43 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$34,548.75 
XLG Invesco S&P 500 Top 50 ETF
+0.44%
+$18,012.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.44%
+$28,763.51 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.41%
+$20,670.91 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$8,991.67 
THRO iShares U.S. Thematic Rotation Active ETF
+0.37%
+$7,836.84 
IVE ISHARES S&P 500 VALUE ETF
+0.25%
+$11,923.83 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$727.29 
LOW Lowe's Companies Inc.
-0.85%
-$4,776.66 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.55%
-$9,889.08 
MBB iShares MBS ETF
-0.37%
-$4,499.39 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.29%
-$5,555.78 
GLDM SPDR Gold MiniShares Trust
-0.27%
-$15,886.42 
GLD SPDR Gold Shares
-0.24%
-$475.03 
BNDX Vanguard Total International Bond ETF
-0.21%
-$8,817.9 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$3,963.6 
SCHF Schwab International Equity ETF
-0.13%
-$36,244.07 
SPMO Invesco S&P 500 Momentum ETF
-0.11%
-$2,521.03 
BINC iShares Flexible Income Active ETF
-0.06%
-$458.31 
AAPL Apple Inc.
-0.03%
-$643.06 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$84.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$895.59 
EFV iShares MSCI EAFE Value ETF
-0.02%
-$666.33 
IAGG iShares International Aggregate Bond Fund
-0.01%
-$91.48 Events
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Dividends
Dividend Analysis
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No Data
| Trades 277 | Longs Won 192/277 69% | Profit Factor 34.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $320,412.81 | Best Trade (Oct 07) $12.49M | Sharpe Ratio -11.17 |
| Average Loss -$21,217.75 | Worst Trade (Oct 06) -$478,530.9 | Z-Score 3.78 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $215,580.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,846 | $1.01M | $1.95M | - | $943,644.39 | 93.76% | -0.033% |
| AFL Aflac Inc. | 8,250 | $687,677.51 | $926,103.75 | - | $238,426.24 | 34.67% | +0.641% |
| AVEM Avantis Emerging Markets Equity ETF | 19,555 | $1.49M | $1.89M | - | $402,888.39 | 27.1% | +1.268% |
| BAC Bank of America Corporation | 5,792 | $229,826.79 | $313,694.72 | - | $83,867.93 | 36.49% | +0.763% |
| BAI iShares A.I. Innovation and Tech Active ETF | 243,329 | $7.85M | $12.01M | - | $4.16M | 52.99% | +1.117% |
| BINC iShares Flexible Income Active ETF | 15,277 | $806,836 | $772,099.58 | - | -$34,736.42 | -4.31% | -0.059% |
| BNDX Vanguard Total International Bond ETF | 88,179 | $4.36M | $4.12M | - | -$241,085.07 | -5.52% | -0.213% |
| DFAS Dimensional U.S. Small Cap ETF | 92,130 | $6.42M | $7.29M | - | $869,246.65 | 13.54% | +0.476% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 71,279 | $3.22M | $5.01M | - | $1.78M | 55.31% | +0.414% |
| EFV iShares MSCI EAFE Value ETF | 44,422 | $2.67M | $3.49M | - | $815,170.29 | 30.52% | -0.019% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,374 | $307,876.12 | $304,048.01 | - | -$3,828.11 | -1.24% | -0.028% |
| GLD SPDR Gold Shares | 522 | $206,874 | $197,958.06 | - | -$8,915.94 | -4.31% | -0.239% |
| GLDM SPDR Gold MiniShares Trust | 72,210 | $4.59M | $5.91M | - | $1.32M | 28.69% | -0.268% |
| GPN Global Payments Inc. | 4,194 | $405,560.15 | $335,394.18 | - | -$70,165.97 | -17.3% | +2.035% |
| IAGG iShares International Aggregate Bond Fund | 18,297 | $934,485.82 | $896,278.54 | - | -$38,207.28 | -4.09% | -0.01% |
| IEMG iShares Core MSCI Emerging Markets ETF | 38,188 | $2.19M | $3.19M | - | $998,203.56 | 45.56% | +1.402% |
| IUSB iShares Core Universal USD Bond ETF | 44,040 | $2.02M | $1.93M | - | -$92,016.03 | -4.55% | -0.205% |
| IVE ISHARES S&P 500 VALUE ETF | 20,919 | $4.01M | $4.82M | - | $802,570.58 | 20% | +0.248% |
| IVV iShares Core S&P 500 ETF | 533 | $365,073 | $414,039.73 | - | $48,966.73 | 13.41% | +0.48% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 32,534 | $2.92M | $4.71M | - | $1.79M | 61.26% | +0.702% |
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FAQ
Which stocks have generated the highest profits for Courtney Gooding?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell Top 200 Growth ETF - $2.85M, VANGUARD TOTAL STOCK MKT ETF - $1.48M, Schwab International Equity ETF - $1.4M, State Street SPDR Portfolio S&P 500 ETF - $1.12M, and iShares MSCI EAFE Value ETF - $674,920.11. 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: Caterpillar Inc - $18,704.8, iShares MSCI Emerging Markets ex China ETF - $17,639, and iShares 20+ Year Treasury Bond ETF - $12,855.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Courtney Gooding's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.77M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $1.4M, VANGUARD TOTAL STOCK MKT ETF - $1.05M, SPDR Portfolio High Yield Bond ETF - $644,930.31, Schwab U.S. Mid-Cap ETF - $362,341.06, and iShares MSCI EAFE Value ETF - $305,191.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Courtney Gooding's monthly returns?
Courtney Gooding's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Courtney Gooding's strategy be considered aggressive or moderate?
Courtney Gooding'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 Courtney Gooding's strategy?
Courtney Gooding'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.
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