SC
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:
26.93%
Gain +1.45%
Monthly
0.79%
Yearly
9.95%
Drawdown
14.05%
$31.71M
Equity
Holdings
$31.71M
Investment
$23.1M
$10.66M
Profit +$548,124.12
Realized
$2.05M
Unrealized
$8.61M
Dividends
$1.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.45%
Profit
$548,124.12
Win %
75%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$634,972.17
Win %
75%
This Month
Compared to last month
Gain
-3.07%
Profit
-$1M
Win %
75%
This Year
Compared to last year
Gain
-1.31%
Profit
-$182,948.76
Win %
77%
TSLL Direxion Daily TSLA Bull 2X Shares
+8.72%
+$24,461.85 
ALB Albemarle Corporation
+7.59%
+$3,387.54 
HON Honeywell International Inc.
+6.12%
+$14,816.75 
QCOM QUALCOMM Incorporated
+6.08%
+$21,387.57 
KNF Knife River Corporation
+5.09%
+$682.65 
GLW Corning Incorporated
+4.96%
+$22,751.52 
NEM Newmont Corporation
+4.91%
+$610.37 
ETN Eaton Corporation plc
+4.88%
+$10,455.02 
EVGO EVgo, Inc.
+4.76%
+$8.55 
ECG Everus Construction Group, Inc.
+4.75%
+$1,202.5 
CAT Caterpillar Inc.
+4.66%
+$22,839.8 
LMT Lockheed Martin Corporation
+4.49%
+$15,138.35 
TSLA Tesla, Inc.
+4.45%
+$207,627.95 
AVGO Broadcom Inc.
+3.96%
+$36,154.72 
NVS Novartis AG Sponsored ADR
+3.9%
+$12,059.3 
RTX RTX Corporation
+3.69%
+$9,608.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$2,908.3 
TGT Target Corporation
+3.43%
+$8,432.35 
FTEC Fidelity MSCI Information Technology Index ETF
+3.28%
+$7,048 
SBUX Starbucks Corporation
+3.28%
+$9,425.16 
IAU iShares Gold Trust
+3.19%
+$918.75 
TEL TE Connectivity plc
+2.95%
+$5,036.2 
ECL Ecolab Inc.
+2.89%
+$3,640.7 
MS Morgan Stanley
+2.7%
+$7,789.68 
NVDA NVIDIA Corporation
+2.5%
+$31,520 
BKNG Booking Holdings Inc.
+2.45%
+$4,421.25 
CSCO Cisco Systems, Inc.
+2.41%
+$16,771.04 
HD The Home Depot, Inc.
+2.28%
+$6,279.66 
HBAN Huntington Bancshares Incorporated
+2.2%
+$4,428.16 
NOC Northrop Grumman Corporation
+1.95%
+$2,774.65 
TFC Truist Financial Corporation
+1.84%
+$3,643.53 
HAS Hasbro Inc.
+1.79%
+$2,098.93 
SNA Snap-on Inc.
+1.79%
+$2,291.64 
VOO Vanguard S&P 500 ETF
+1.77%
+$23,861.13 
MRK Merck & Co., Inc.
+1.66%
+$7,587.38 
JPM JPMorgan Chase & Co.
+1.52%
+$12,695.8 
AMZN Amazon.com Inc
+1.48%
+$14,180.01 
BX Blackstone Inc.
+1.46%
+$2,171.15 
USB U.S. Bancorp
+1.34%
+$1,900 
PLD Prologis Inc.
+1.33%
+$4,477.52 
PRU Prudential Financial, Inc.
+1.31%
+$2,409 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$79 
FITB Fifth Third Bancorp
+1.25%
+$3,290.1 
ABNB Airbnb, Inc.
+1.22%
+$7.87 
AAPL Apple Inc.
+1.2%
+$10,002.69 
EMD Western Asset Emerging Markets Debt Fund Inc.
+1.16%
+$12 
PYPL PayPal Holdings Inc
+1.02%
+$477.67 
DLR Digital Realty Trust, Inc.
+1%
+$3,605.52 
MCD McDonald's Corporation
+0.99%
+$3,421.61 
APD Air Products and Chemicals, Inc.
+0.93%
+$1,922.55 
TRP TC Energy Corporation
+0.86%
+$2,292.74 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$1,254.5 
UNP Union Pacific Corporation
+0.72%
+$3,981.59 
VZ Verizon Communications Inc.
+0.6%
+$1,690.64 
ZTS Zoetis Inc.
+0.37%
+$117.9 
ABBV AbbVie Inc.
+0.33%
+$2,095.5 
MDT Medtronic plc
+0.29%
+$810.99 
ENB Enbridge Inc.
+0.29%
+$618.59 
JNJ Johnson & Johnson
+0.24%
+$865.81 
GOOG Alphabet Inc
+0.13%
+$82.8 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$206.5 
DTE DTE Energy Company
+0.1%
+$58 
AEP American Electric Power Company, Inc.
+0.09%
+$146.52 
BNBX BNB Plus Corp.
-7.16%
-$0.04 
ADBE Adobe Inc.
-5.85%
-$1,529.92 
COP ConocoPhillips
-3.49%
-$3,268.49 
XOM Exxon Mobil Corporation
-2.63%
-$16,683.48 
CRM Salesforce Inc
-2.35%
-$2,637.12 
CVX Chevron Corporation
-1.94%
-$5,535 
MSFT Microsoft Corp.
-1.83%
-$22,804.8 
DOW Dow Inc.
-1.64%
-$1,190 
DHR Danaher Corporation
-1.58%
-$771.15 
ALL Allstate Corporation
-1.53%
-$4,020.39 
AMT American Tower Corporation
-1.53%
-$676.2 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$1,129.05 
PM Philip Morris International Inc.
-1.01%
-$3,997.85 
V Visa Inc. Class A
-0.95%
-$1,989.35 
COST Costco Wholesale Corporation
-0.83%
-$1,840.16 
MDU MDU Resources Group, Inc.
-0.83%
-$129.68 
CSR Centerspace Inc.
-0.8%
-$94 
WMB The Williams Companies, Inc.
-0.61%
-$3,237.08 
CB Chubb Limited
-0.58%
-$942.18 
FTV Fortive Corporation
-0.52%
-$217.62 
BP BP p.l.c. Sponsored ADR
-0.51%
-$880 
DUK Duke Energy Corporation
-0.47%
-$605.34 
META Meta Platforms Inc Class A
-0.38%
-$1,388.45 
WMT Walmart Inc.
-0.27%
-$931.84 
PEP PepsiCo, Inc.
-0.25%
-$804.6 
DGX Quest Diagnostics Inc.
-0.24%
-$723.5 
AMP Ameriprise Financial, Inc.
-0.23%
-$1,016.4 
PG Procter & Gamble Co
-0.17%
-$558.01 
GOOGL Alphabet Inc
-0.1%
-$905.96 
NEE NextEra Energy, Inc.
-0.07%
-$222.12 
T AT&T Inc.
-0.02%
-$0.84 
DTM Dt Midstream Inc.
-0.01%
-$2 
OAS Oasis Petroleum Inc
-0.01%
-$0.01 Events
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Dividends
Dividend Analysis
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| Trades 1217 | Longs Won 882/1217 72% | Profit Factor 8.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $37,246.57 |
| Average Win $13,772.5 | Best Trade (Jun 11) $491,384.88 | Sharpe Ratio -9.53 |
| Average Loss -$4,440.88 | Worst Trade (Jun 11) -$372,671.1 | Z-Score 5.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $8,758.96 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
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Returns
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Option values are updated at end of day.
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