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:
65.36%
Gain +1.29%
Monthly
1.39%
Yearly
18.08%
Drawdown
17.71%
$32.21M
Equity
Holdings
$32.21M
Investment
$23.07M
$11.72M
Profit +$291,350.17
Realized
$2.58M
Unrealized
$9.14M
Dividends
$1.8M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$291,350.17
Win %
81%
This Week
Compared To Last Week
Gain
0.02%
Profit
$5,667.11
Win %
81%
This Month
Compared to last month
Gain
-0.34%
Profit
-$109,359.3
Win %
81%
This Year
Compared to last year
Gain
0.65%
Profit
$209,009.21
Win %
80%
BE Bloom Energy Corporation
+5.9%
+$4,038.6 
ETN Eaton Corporation plc
+3.51%
+$8,182.36 
BX Blackstone Inc.
+3.13%
+$5,107.76 
QCOM QUALCOMM Incorporated
+3%
+$9,400.46 
ECG Everus Construction Group, Inc.
+2.92%
+$621.6 
HAS Hasbro Inc.
+2.73%
+$3,500.58 
TEL TE Connectivity plc
+2.59%
+$4,467.9 
CSCO Cisco Systems, Inc.
+2.53%
+$15,278.24 
AMT American Tower Corporation
+2.29%
+$884.2 
TSLL Direxion Daily TSLA Bull 2X Shares
+2.29%
+$1,623.24 
CRM Salesforce Inc
+2.27%
+$1,250.77 
CAT Caterpillar Inc.
+2.15%
+$9,658.38 
PIPR Piper Sandler Companies
+1.91%
+$58 
AAPL Apple Inc.
+1.84%
+$17,188.57 
GOOGL Alphabet Inc
+1.81%
+$14,954.71 
GOOG Alphabet Inc
+1.81%
+$1,075.5 
T AT&T Inc.
+1.78%
+$76.89 
NEM Newmont Corporation
+1.72%
+$290.11 
AMZN Amazon.com Inc
+1.72%
+$17,379.36 
AMSC American Superconductor Corporation
+1.69%
+$482.09 
CMI Cummins Inc.
+1.54%
+$1,550.01 
META Meta Platforms Inc Class A
+1.53%
+$6,356.64 
IAU iShares Gold Trust
+1.47%
+$448.12 
JPM JPMorgan Chase & Co.
+1.33%
+$13,211.7 
FTEC Fidelity MSCI Information Technology Index ETF
+1.29%
+$2,948 
PLTR Palantir Technologies Inc.
+1.25%
+$140.76 
VZ Verizon Communications Inc.
+1.24%
+$3,703.26 
CVX Chevron Corporation
+1.23%
+$3,885.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.22%
+$1,015.87 
ABBV AbbVie Inc.
+1.22%
+$8,633.5 
TSLA Tesla, Inc.
+1.19%
+$52,820.64 
NVDA NVIDIA Corporation
+1.18%
+$16,230.23 
ECL Ecolab Inc.
+1.11%
+$1,468.88 
XOM Exxon Mobil Corporation
+1.05%
+$7,115.49 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$790.68 
VOO Vanguard S&P 500 ETF
+0.98%
+$13,796.24 
SNA Snap-on Inc.
+0.96%
+$1,220.4 
DLR Digital Realty Trust, Inc.
+0.95%
+$3,474.51 
ACN Accenture plc Class A
+0.94%
+$1,043.53 
MSFT Microsoft Corp.
+0.94%
+$14,695.62 
PM Philip Morris International Inc.
+0.86%
+$3,544.04 
HONA Honeywell Aerospace Inc.
+0.84%
+$755.7 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$51.6 
AMP Ameriprise Financial, Inc.
+0.78%
+$4,215.18 
HD The Home Depot, Inc.
+0.78%
+$2,161.04 
MS Morgan Stanley
+0.78%
+$2,247.3 
PG Procter & Gamble Co
+0.77%
+$2,475 
KNF Knife River Corporation
+0.74%
+$78.62 
WMB The Williams Companies, Inc.
+0.73%
+$3,835.61 
JNJ Johnson & Johnson
+0.73%
+$2,768.97 
GLW Corning Incorporated
+0.68%
+$2,812.74 
PYPL PayPal Holdings Inc
+0.68%
+$54 
NVS Novartis AG Sponsored ADR
+0.6%
+$1,706.42 
AVGO Broadcom Inc.
+0.58%
+$5,114.74 
V Visa Inc. Class A
+0.51%
+$1,229.47 
PLD Prologis Inc.
+0.49%
+$1,505.85 
BP BP p.l.c. Sponsored ADR
+0.46%
+$840.4 
USB U.S. Bancorp
+0.43%
+$675 
AEP American Electric Power Company, Inc.
+0.43%
+$705.83 
FTV Fortive Corporation
+0.4%
+$154.22 
NEE NextEra Energy, Inc.
+0.35%
+$1,058.5 
FITB Fifth Third Bancorp
+0.32%
+$866.25 
WMT Walmart Inc.
+0.24%
+$728 
DUK Duke Energy Corporation
+0.21%
+$256.5 
TFC Truist Financial Corporation
+0.2%
+$398.2 
PRU Prudential Financial, Inc.
+0.19%
+$382.58 
BRK-B Berkshire Hathaway Inc.
+0.17%
+$394.11 
PNC The PNC Financial Services Group, Inc.
+0.15%
+$240.5 
COP ConocoPhillips
+0.15%
+$155.8 
ALL Allstate Corporation
+0.1%
+$282.97 
APD Air Products and Chemicals, Inc.
+0.09%
+$190.23 
HBAN Huntington Bancshares Incorporated
+0.03%
+$59.84 
CHRD Chord Energy Corp
+0.02%
+$0.03 
DTM Dt Midstream Inc.
+0.02%
+$4.66 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BNBX BNB Plus Corp.
0%
$0 
EMD Western Asset Emerging Markets Debt Fund Inc.
0%
$0 
ALB Albemarle Corporation
-3.51%
-$1,904.76 
ZTS Zoetis Inc.
-1.32%
-$251.52 
ADBE Adobe Inc.
-1.29%
-$352 
TRP TC Energy Corporation
-1.14%
-$2,719.18 
DOW Dow Inc.
-0.93%
-$293.7 
LMT Lockheed Martin Corporation
-0.89%
-$2,943.68 
MDU MDU Resources Group, Inc.
-0.65%
-$92.62 
BKNG Booking Holdings Inc.
-0.62%
-$1,252.41 
MU Micron Technology, Inc.
-0.52%
-$631.16 
MRK Merck & Co., Inc.
-0.49%
-$2,634.81 
LLY Eli Lilly and Company
-0.46%
-$388.36 
CB Chubb Limited
-0.41%
-$687.4 
UNP Union Pacific Corporation
-0.37%
-$2,206.34 
MDT Medtronic plc
-0.31%
-$966.28 
TGT Target Corporation
-0.28%
-$822.59 
DGX Quest Diagnostics Inc.
-0.26%
-$871.8 
DHR Danaher Corporation
-0.25%
-$89.76 
MCD McDonald's Corporation
-0.2%
-$630.36 
SBUX Starbucks Corporation
-0.2%
-$564.93 
DTE DTE Energy Company
-0.18%
-$96 
CSR Centerspace Inc.
-0.09%
-$10 
RTX RTX Corporation
-0.06%
-$161.37 
PEP PepsiCo, Inc.
-0.02%
-$67.69 
COST Costco Wholesale Corporation
-0.01%
-$22.3 
NOC Northrop Grumman Corporation
0%
-$2.62 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 990/1288 76% | Profit Factor 7.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $41,733.57 |
| Average Win $13,710.78 | Best Trade (Aug 31) $552,555.32 | Sharpe Ratio -10.51 |
| Average Loss -$6,204.82 | Worst Trade (Aug 02) -$757,649.75 | Z-Score 17.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 2d | Expectancy $9,102.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,860 | $499,767.74 | $951,178.8 | - | $451,411.06 | 90.32% | +1.84% |
| ABBV AbbVie Inc. | 2,785 | $390,711.93 | $718,808.5 | - | $328,096.57 | 83.97% | +1.216% |
| ACN Accenture plc Class A | 623 | $77,526.12 | $111,881.45 | - | $34,355.33 | 44.31% | +0.941% |
| ADBE Adobe Inc. | 110 | $43,783.63 | $27,019.3 | - | -$16,764.33 | -38.29% | -1.286% |
| AEP American Electric Power Company, Inc. | 1,332 | $121,073.42 | $165,167.87 | - | $44,094.45 | 36.42% | +0.429% |
| ALB Albemarle Corporation | 444 | $73,436.82 | $52,312.08 | - | -$21,124.74 | -28.77% | -3.513% |
| ALL Allstate Corporation | 1,179 | $149,646.43 | $297,143.37 | - | $147,496.94 | 98.56% | +0.095% |
| AMP Ameriprise Financial, Inc. | 978 | $268,842.96 | $545,567.52 | - | $276,724.56 | 102.93% | +0.779% |
| AMSC American Superconductor Corporation | 994 | $40,823.58 | $28,970.13 | - | -$11,853.45 | -29.04% | +1.692% |
| AMT American Tower Corporation | 223 | $43,064.94 | $39,458.73 | - | -$3,606.21 | -8.37% | +2.292% |
| AMZN Amazon.com Inc | 4,023 | $692,159.88 | $1.03M | - | $338,572.95 | 48.92% | +1.715% |
| APD Air Products and Chemicals, Inc. | 746 | $188,258.6 | $219,253.13 | - | $30,994.53 | 16.46% | +0.087% |
| AVGO Broadcom Inc. | 2,459 | $384,440.55 | $892,395.69 | - | $507,955.14 | 132.13% | +0.576% |
| BE Bloom Energy Corporation | 265 | $80,215.5 | $72,538.45 | - | -$7,677.05 | -9.57% | +5.896% |
| BKNG Booking Holdings Inc. | 1,149 | $143,839.51 | $199,052.76 | - | $55,213.25 | 38.39% | -0.625% |
| BNBX BNB Plus Corp. | 1 | $3.88 | $0.16 | - | -$3.72 | -95.88% | 0.0 |
| BP BP p.l.c. Sponsored ADR | 4,000 | $114,200 | $185,160.4 | - | $70,960.4 | 62.14% | +0.456% |
| BRK-B Berkshire Hathaway Inc. | 453 | $167,851.58 | $230,065.11 | - | $62,213.53 | 37.06% | +0.172% |
| BX Blackstone Inc. | 1,303 | $194,625.99 | $168,516.99 | - | -$26,109 | -13.41% | +3.126% |
| CAT Caterpillar Inc. | 557 | $122,698.49 | $458,043.38 | - | $335,344.89 | 273.31% | +2.154% |
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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 - $368,928.17, Direxion Daily Semiconductor Bull 3X Shares - $322,865.68, VANGUARD TOTAL STOCK MKT ETF - $200,594, JPMorgan Chase & Co - $186,336.04, and Alphabet Inc - $177,308.25. 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 - $93,335.99, Pfizer Inc - $54,691.88, PayPal Holdings Inc - $40,224.4, Crown Castle Inc - $38,355.57, 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 $1.8M earned over time. The largest contributors to dividend income include AbbVie Inc - $70,712.04, Verizon Communications Inc - $64,097.81, The Williams Companies, Inc - $62,827.23, JPMorgan Chase & Co - $58,774.15, and Philip Morris International Inc - $55,656.42. 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.
