Courtney Gooding Portfolio

Invests via Bush Investment Group LLC | Managed by Courtney Gooding

Invests via Bush Investment Group LLC

Managed by Courtney Gooding

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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.

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.

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:

36.18%

Gain +1.39%

Monthly

1.05%

Yearly

13.41%

Drawdown

15.29%

$200.38M

Equity

Holdings

$200.38M

Investment

$146.7M

$60.13M

Profit +$3.18M

Realized

$6.45M

Unrealized

$53.67M

Dividends

$5.66M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.39%

Profit

$3.18M

Win %

78%

This Week

Compared To Last Week

Gain

1.61%

Profit

$3.17M

Win %

78%

This Month

Compared to last month

Gain

0.23%

Profit

$461,820.3

Win %

78%

This Year

Compared to last year

Gain

12.12%

Profit

$21.66M

Win %

78%

Gainers
Losers

BAI iShares A.I. Innovation and Tech Active ETF

+6.3%

+$750,061.64

SPMO Invesco S&P 500 Momentum ETF

+3.56%

+$82,812.18

NVDA NVIDIA Corporation

+3.3%

+$18,191.02

AVEM Avantis Emerging Markets Equity ETF

+2.98%

+$55,731.75

GLD SPDR Gold Shares

+2.75%

+$5,554.08

GLDM SPDR Gold MiniShares Trust

+2.74%

+$164,999.85

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.73%

+$119,887.79

IWY iShares Russell Top 200 Growth ETF

+2.19%

+$461,717.76

IEMG iShares Core MSCI Emerging Markets ETF

+2.17%

+$68,547.46

DYNF iShares U.S. Equity Factor Rotation Active ETF

+1.98%

+$94,088.28

XLG Invesco S&P 500 Top 50 ETF

+1.87%

+$73,660.14

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.8%

+$113,961.74

VTI VANGUARD TOTAL STOCK MKT ETF

+1.75%

+$649,653.5

IVV iShares Core S&P 500 ETF

+1.53%

+$6,081.53

AAPL Apple Inc.

+1.41%

+$23,910.14

SCHF Schwab International Equity ETF

+1.24%

+$357,263.03

SCHM Schwab U.S. Mid-Cap ETF

+1.07%

+$146,027.42

QUAL iShares MSCI USA Quality Factor ETF

+1.04%

+$23,492.7

BTHM iShares U.S. Thematic Rotation Active ETF

+0.54%

+$10,924.08

SO The Southern Company

+0.44%

+$6,499.31

DFAS Dimensional U.S. Small Cap ETF

+0.35%

+$26,257.05

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.34%

+$1,120.84

SPHY SPDR Portfolio High Yield Bond ETF

+0.19%

+$8,060.27

BINC iShares Flexible Income Active ETF

+0.18%

+$1,451.32

IVE ISHARES S&P 500 VALUE ETF

+0.15%

+$7,426.24

IAGG iShares International Aggregate Bond Fund

+0.13%

+$1,189.31

MBB iShares MBS ETF

+0.11%

+$1,392.79

LOW Lowe's Companies Inc.

+0.11%

+$749.28

IUSB iShares Core Universal USD Bond ETF

+0.09%

+$1,906.93

XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

+0.09%

+$1,719.84

SCHZ Schwab U.S. Aggregate Bond ETF

+0.09%

+$1,736.18

SPSB SPDR Portfolio Short Term Corporate Bond ETF

+0.08%

+$3,563.75

BNDX Vanguard Total International Bond ETF

+0.01%

+$440.89

EFV iShares MSCI EAFE Value ETF

-2.32%

-$81,292.26

SHLD Global X Defense Tech ETF

-0.46%

-$14,637.9

AFL Aflac Inc.

-0.39%

-$3,795

GPN Global Payments Inc.

-0.16%

-$461.34

BAC Bank of America Corporation

-0.07%

-$231.68

Events

Dividends

Dividend Analysis

No Data

Trades 277	Longs Won 214/277 77%	Profit Factor 75.49
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.03M
Average Win $284,740.31	Best Trade (Jun 15) $11.67M	Sharpe Ratio -10.16
Average Loss -$12,812.62	Worst Trade (Jun 15) -$334,923.8	Z-Score 11.69 (100%)
Commissions $0	Avg. Trade Length 1y 2m 2w 4d	Expectancy $217,065.82

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%	0.02%
Consecutive Losing Trades	15,625	14,063	12,500	10,938	9,375	7,813	6,250	4,688	3,125	1,563