Sherri Cooke Portfolio
Invests via Dakota Community Bank & Trust NA | Managed by Justin Sayler
Invests via Dakota Community Bank & Trust NA
Managed by Justin Sayler
Automatically Tracked
Sherri Cooke Profile
Sherri Cooke leverages extensive expertise in corporate development and market expansion as a pivotal leader within the technology sector. Her career showcases a consistent track record of driving growth initiatives, particularly in high-growth startups where innovative solutions are paramount. With leadership roles that emphasize strategic partnerships and operational scalability, she is instrumental in fostering dynamic ecosystems for emerging businesses. As an advocate for digital transformation, Cooke's insight into market trends positions her as a vital contributor to investment decisions that align with future-forward technologies.
Sherri Cooke leverages extensive expertise in corporate development and market expansion as a pivotal leader within the technology sector. Her career showcases a consistent track record of driving growth initiatives, particularly in high-growth startups where innovative solutions are paramount. With leadership roles that emphasize strategic partnerships and operational scalability, she is instrumental in fostering dynamic ecosystems for emerging businesses. As an advocate for digital transformation, Cooke's insight into market trends positions her as a vital contributor to investment decisions that align with future-forward technologies.
Investment Philosophy & Strategy
Opportunity-driven initiatives highlight Sherri Cooke's approach to investing, underpinned by a wealth of experience in corporate development and startup environments. Her keen insight into market trends informs decisions aimed at capitalizing on innovative technology landscapes. Focused on scalability and strategic partnerships, she navigates complex competitive dynamics effectively while promoting operational efficiency within growth-oriented ventures. The transformative nature of her leadership fosters ecosystems that enable disruptive solutions, aligning well with investor expectations for high-impact returns.
Opportunity-driven initiatives highlight Sherri Cooke's approach to investing, underpinned by a wealth of experience in corporate development and startup environments. Her keen insight into market trends informs decisions aimed at capitalizing on innovative technology landscapes. Focused on scalability and strategic partnerships, she navigates complex competitive dynamics effectively while promoting operational efficiency within growth-oriented ventures. The transformative nature of her leadership fosters ecosystems that enable disruptive solutions, aligning well with investor expectations for high-impact returns.
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:
56.19%
Gain +0.31%
Monthly
1.36%
Yearly
17.67%
Drawdown
17.71%
$31.8M
Equity
Holdings
$31.8M
Investment
$23.07M
$10.94M
Profit +$69,632.97
Realized
$2.21M
Unrealized
$8.73M
Dividends
$1.77M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$69,632.97
Win %
80%
This Week
Compared To Last Week
Gain
0.38%
Profit
$119,874.3
Win %
80%
This Month
Compared to last month
Gain
-0.62%
Profit
-$197,082.11
Win %
80%
This Year
Compared to last year
Gain
-0.62%
Profit
-$197,082.06
Win %
80%
BE Bloom Energy Corporation
+7.63%
+$3,985.6 
MU Micron Technology, Inc.
+7.34%
+$7,872.76 
GLW Corning Incorporated
+5.14%
+$19,967.92 
AMSC American Superconductor Corporation
+4.4%
+$1,421.42 
HAS Hasbro Inc.
+3.95%
+$4,582.06 
NVS Novartis AG Sponsored ADR
+3.66%
+$11,383.07 
ECG Everus Construction Group, Inc.
+3.63%
+$884.3 
CAT Caterpillar Inc.
+3.23%
+$15,529.16 
AVGO Broadcom Inc.
+3.11%
+$28,942.43 
CMI Cummins Inc.
+2.71%
+$3,169.56 
NVDA NVIDIA Corporation
+2.5%
+$32,090.46 
ETN Eaton Corporation plc
+2.23%
+$5,107.2 
FTEC Fidelity MSCI Information Technology Index ETF
+2%
+$4,336 
TSLL Direxion Daily TSLA Bull 2X Shares
+1.96%
+$1,548.75 
NEM Newmont Corporation
+1.94%
+$231.82 
CSCO Cisco Systems, Inc.
+1.56%
+$9,689.33 
QCOM QUALCOMM Incorporated
+1.5%
+$4,536.32 
APD Air Products and Chemicals, Inc.
+1.45%
+$3,215.26 
TEL TE Connectivity plc
+1.4%
+$2,398.34 
DOW Dow Inc.
+1.38%
+$447.49 
MS Morgan Stanley
+1.29%
+$3,704.64 
CHRD Chord Energy Corp
+1.24%
+$1.6 
IAU iShares Gold Trust
+1.1%
+$311.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$882.36 
BX Blackstone Inc.
+1.09%
+$1,759.05 
KNF Knife River Corporation
+1%
+$146.15 
TSLA Tesla, Inc.
+0.98%
+$44,139.35 
SNA Snap-on Inc.
+0.87%
+$1,201.76 
BP BP p.l.c. Sponsored ADR
+0.81%
+$1,360 
JPM JPMorgan Chase & Co.
+0.77%
+$7,364.82 
DLR Digital Realty Trust, Inc.
+0.75%
+$2,591.16 
META Meta Platforms Inc Class A
+0.68%
+$2,855.32 
ALB Albemarle Corporation
+0.67%
+$350.76 
DTM Dt Midstream Inc.
+0.6%
+$172 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,967.15 
WMB The Williams Companies, Inc.
+0.57%
+$3,039.54 
COP ConocoPhillips
+0.49%
+$444.03 
SBUX Starbucks Corporation
+0.48%
+$1,454.5 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$27.6 
ABBV AbbVie Inc.
+0.4%
+$2,840.7 
XOM Exxon Mobil Corporation
+0.39%
+$2,385.54 
PLD Prologis Inc.
+0.36%
+$1,218.47 
FTV Fortive Corporation
+0.28%
+$118.47 
CVX Chevron Corporation
+0.23%
+$651.2 
T AT&T Inc.
+0.23%
+$8.45 
TFC Truist Financial Corporation
+0.21%
+$418.11 
TRP TC Energy Corporation
+0.17%
+$462.84 
CSR Centerspace Inc.
+0.09%
+$10 
FITB Fifth Third Bancorp
+0.05%
+$148.5 
BNBX BNB Plus Corp.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
DHR Danaher Corporation
-16.72%
-$5,917.12 
NOC Northrop Grumman Corporation
-5.75%
-$7,892.75 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$3,438.6 
ADBE Adobe Inc.
-4.77%
-$1,232 
CRM Salesforce Inc
-2.83%
-$1,116.84 
ACN Accenture plc Class A
-2.2%
-$1,987.37 
AAPL Apple Inc.
-2.14%
-$20,448.97 
LMT Lockheed Martin Corporation
-1.96%
-$6,220.65 
PIPR Piper Sandler Companies
-1.46%
-$44.4 
MDT Medtronic plc
-1.18%
-$3,381.98 
MSFT Microsoft Corp.
-1.03%
-$13,108.62 
DGX Quest Diagnostics Inc.
-0.99%
-$2,954.05 
V Visa Inc. Class A
-0.99%
-$2,353.09 
AMT American Tower Corporation
-0.9%
-$336.73 
JNJ Johnson & Johnson
-0.89%
-$3,169.66 
AMZN Amazon.com Inc
-0.86%
-$8,689.68 
CB Chubb Limited
-0.8%
-$1,377.26 
TGT Target Corporation
-0.78%
-$2,085.17 
ZTS Zoetis Inc.
-0.77%
-$153.27 
ALL Allstate Corporation
-0.74%
-$2,228.31 
MCD McDonald's Corporation
-0.69%
-$2,274.24 
PYPL PayPal Holdings Inc
-0.67%
-$57 
ECL Ecolab Inc.
-0.64%
-$834.48 
GOOG Alphabet Inc
-0.63%
-$399.6 
GOOGL Alphabet Inc
-0.63%
-$5,476.38 
PLTR Palantir Technologies Inc.
-0.61%
-$55.76 
PEP PepsiCo, Inc.
-0.6%
-$1,828.17 
COST Costco Wholesale Corporation
-0.59%
-$1,242.11 
WMT Walmart Inc.
-0.53%
-$1,718.08 
VZ Verizon Communications Inc.
-0.49%
-$1,284.19 
HD The Home Depot, Inc.
-0.48%
-$1,452.8 
PM Philip Morris International Inc.
-0.46%
-$1,923.29 
HBAN Huntington Bancshares Incorporated
-0.39%
-$837.76 
RTX RTX Corporation
-0.39%
-$1,100.25 
PG Procter & Gamble Co
-0.37%
-$1,237.5 
BKNG Booking Holdings Inc.
-0.36%
-$752.6 
DTE DTE Energy Company
-0.35%
-$204 
AMP Ameriprise Financial, Inc.
-0.32%
-$1,618.59 
NEE NextEra Energy, Inc.
-0.27%
-$857.75 
PRU Prudential Financial, Inc.
-0.26%
-$539.09 
DUK Duke Energy Corporation
-0.25%
-$318.06 
LLY Eli Lilly and Company
-0.19%
-$168.77 
MDU MDU Resources Group, Inc.
-0.14%
-$22.23 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$308.04 
USB U.S. Bancorp
-0.1%
-$150 
EMD Western Asset Emerging Markets Debt Fund Inc.
-0.09%
-$1 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$139.75 
HONA Honeywell Aerospace Inc.
-0.06%
-$73.37 
AEP American Electric Power Company, Inc.
-0.04%
-$66.6 
MRK Merck & Co., Inc.
-0.02%
-$110.55 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 948/1288 73% | Profit Factor 7.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $38,659.88 |
| Average Win $13,384.63 | Best Trade (Jul 22) $495,284.76 | Sharpe Ratio -10.53 |
| Average Loss -$5,144.44 | Worst Trade (Jul 21) -$438,420.45 | Z-Score 7.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2d | Expectancy $8,493.42 |
| 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% | <0.01% |
| Consecutive Losing Trades | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Sherri Cooke?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $370,792.44, VANGUARD TOTAL STOCK MKT ETF - $200,594, JPMorgan Chase & Co - $182,119.54, Alphabet Inc - $177,308.25, and Microsoft Corp - $169,046.99. 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: Dow Inc - $93,709.79, Pfizer Inc - $54,691.88, Crown Castle Inc - $40,750.51, PayPal Holdings Inc - $40,224.4, and Dominion Energy, Inc - $33,263.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherri Cooke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.77M earned over time. The largest contributors to dividend income include AbbVie Inc - $65,893.99, The Williams Companies, Inc - $62,827.23, Philip Morris International Inc - $62,116.97, Verizon Communications Inc - $59,871.91, and JPMorgan Chase & Co - $54,557.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherri Cooke's monthly returns?
Sherri Cooke'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 Sherri Cooke's strategy be considered aggressive or moderate?
Sherri Cooke'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 Sherri Cooke's strategy?
Sherri Cooke'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.
