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:
77.38%
Gain +2.16%
Monthly
1.36%
Yearly
17.54%
Drawdown
17.71%
$35.77M
Equity
Holdings
$35.77M
Investment
$26.67M
$11.92M
Profit +$564,646.95
Realized
$2.82M
Unrealized
$9.1M
Dividends
$1.88M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.16%
Profit
$564,646.95
Win %
81%
This Week
Compared To Last Week
Gain
1.6%
Profit
$564,646.95
Win %
81%
This Month
Compared to last month
Gain
3.37%
Profit
$1.17M
Win %
81%
This Year
Compared to last year
Gain
2.59%
Profit
$902,806.5
Win %
80%
TSLL Direxion Daily TSLA Bull 2X ETF
+12.19%
+$63,897.05 
BE Bloom Energy Corp. Class A Common Stock
+7.83%
+$10,908.73 
TSLA Tesla, Inc.
+6.18%
+$283,161.06 
ECG Everus Construction Group, Inc.
+5.15%
+$904.65 
INTC Intel Corporation
+4.79%
+$1,291.15 
LRCX Lam Research Corp.
+4.33%
+$987.03 
AMAT Applied Materials Inc.
+3.64%
+$823.5 
TEL TE Connectivity plc
+3.39%
+$7,139.66 
MU Micron Technology Inc.
+3.37%
+$7,106.4 
CSCO Cisco Systems, Inc.
+3.31%
+$18,634.87 
LMT Lockheed Martin Corporation
+3.31%
+$12,447.55 
GLW Corning Incorporated
+2.92%
+$9,147.74 
HONA Honeywell Aerospace Inc.
+2.8%
+$2,011.55 
RTX RTX Corporation
+2.77%
+$8,788.95 
AVGO Broadcom Inc.
+2.71%
+$24,420.93 
MS Morgan Stanley Common Stock
+2.56%
+$6,251.57 
ETN Eaton Corporation plc
+2.26%
+$5,607.07 
NVDA NVIDIA Corporation
+2.23%
+$43,762 
NVS Novartis AG Sponsored ADR
+1.88%
+$5,899.64 
DTM DT Midstream, Inc.
+1.75%
+$434 
CMI Cummins Inc.
+1.65%
+$2,644.29 
PM Philip Morris International Inc.
+1.6%
+$6,858.5 
QCOM QUALCOMM Incorporated
+1.57%
+$4,908.44 
FTEC Fidelity MSCI Information Technology Index ETF
+1.36%
+$3,103.99 
NOC Northrop Grumman Corporation
+1.36%
+$2,495.84 
SBUX Starbucks Corp.
+1.34%
+$3,927.15 
AMSC American Superconductor Corp.
+1.31%
+$328.02 
ALB Albemarle Corporation
+1.17%
+$488.4 
ALL The Allstate Corporation
+1.09%
+$3,246.44 
MSFT Microsoft Corporation Common Stock
+1.09%
+$20,086.76 
CAT Caterpillar Inc.
+1.08%
+$4,920.24 
AMP Ameriprise Financial Inc.
+0.99%
+$5,105.16 
MDU MDU Resources Group Inc.
+0.94%
+$133.38 
JPM JPMorgan Chase & Co.
+0.9%
+$9,103.93 
SNA Snap-on Incorporated
+0.89%
+$1,333.42 
PNC The PNC Financial Services Group, Inc.
+0.81%
+$1,395.51 
DGX Quest Diagnostics Incorporated
+0.77%
+$2,680.26 
PIPR Piper Sandler Companies
+0.76%
+$19.6 
VOO Vanguard S&P 500 ETF
+0.73%
+$10,332.12 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.73%
+$310.31 
JNJ Johnson & Johnson
+0.7%
+$2,661.66 
DHR Danaher Corp.
+0.7%
+$473.34 
PRU Prudential Financial, Inc.
+0.7%
+$301.6 
UNP Union Pacific Corp.
+0.69%
+$3,810.31 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,372.56 
TFC Truist Financial Corporation
+0.67%
+$1,294.15 
MCD McDonald's Corporation
+0.66%
+$2,551.82 
CB Chubb Limited
+0.63%
+$1,330.55 
VEA Vanguard FTSE Developed Markets ETF
+0.61%
+$493.42 
TMO Thermo Fisher Scientific Inc.
+0.59%
+$805.91 
AMT American Tower Corporation
+0.58%
+$359.7 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$37.2 
LLY Eli Lilly and Company
+0.53%
+$513.76 
WMT Walmart Inc.
+0.52%
+$2,031.25 
USB U.S. Bancorp
+0.5%
+$750 
IAU iShares Gold Trust
+0.48%
+$135 
T AT&T Inc.
+0.45%
+$16.05 
ECL Ecolab Inc.
+0.43%
+$746.25 
COP ConocoPhillips
+0.39%
+$608.29 
XOM ExxonMobil Holdings Corporation
+0.35%
+$2,915.21 
AMZN Amazon.com Inc
+0.28%
+$3,147.09 
NEM Newmont Corporation
+0.28%
+$40.2 
DLR Digital Realty Trust Inc.
+0.23%
+$775.38 
HBAN HubSpot Inc.
+0.22%
+$418.88 
NEE NextEra Energy Inc.
+0.21%
+$623.4 
APD Air Products and Chemicals Inc.
+0.2%
+$445.2 
FTV Fortive Corporation
+0.18%
+$110.22 
WMB The Williams Companies, Inc.
+0.18%
+$953.81 
ABBV AbbVie Inc.
+0.16%
+$1,347.8 
DTE DTE Energy Company
+0.14%
+$74 
TRP TC Energy Corporation
+0.12%
+$289.27 
COST Costco Wholesale Corp
+0.11%
+$298.08 
BX Blackstone Inc.
+0.05%
+$86.52 
FITB Fifth Third Bancorp
+0.01%
+$24.75 
AEP American Electric Power Company, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
EMD Western Asset Emerging Markets Debt Fund Inc.
0%
$0 
ADBE Adobe Inc.
-3.49%
-$1,380 
VZ Verizon Communications Inc.
-2.91%
-$7,785.7 
BKNG Booking Holdings Inc.
-2.71%
-$5,879.93 
MRK Merck & Co., Inc.
-2.55%
-$11,927.65 
CRM Salesforce, Inc.
-1.97%
-$1,985.34 
TGT Target Corp.
-1.8%
-$3,618.99 
ACN Accenture plc
-1.67%
-$2,601.03 
V Visa Inc. Class A
-1.07%
-$3,458.26 
MDT Medtronic plc
-1.03%
-$3,399.24 
AAPL Apple Inc.
-0.91%
-$10,698.78 
KNF Knife River Corporation
-0.83%
-$81.4 
PG The Procter & Gamble Company
-0.78%
-$3,463.81 
ZTS Zoetis Inc. Class A Common Stock
-0.72%
-$51.04 
CHRD Chord Energy Corporation
-0.71%
-$1.13 
GOOG Alphabet Inc
-0.44%
-$252 
HAS Hasbro Inc.
-0.41%
-$683.04 
HD The Home Depot, Inc.
-0.41%
-$1,536.59 
PLD Prologis, Inc.
-0.38%
-$1,193.76 
CVX Chevron Corporation
-0.37%
-$1,298.92 
DUK Duke Energy Corporation
-0.32%
-$410.4 
GOOGL Alphabet Inc
-0.31%
-$3,136.29 
PEP PepsiCo, Inc.
-0.21%
-$746.7 
CSR Centerspace
-0.11%
-$13 
META Meta Platforms Inc Class A
-0.1%
-$519.42 Events
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Dividends
Dividend Analysis
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| Trades 1351 | Longs Won 1040/1351 76% | Profit Factor 7.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39,422.5 |
| Average Win $13,256.79 | Best Trade (Oct 15) $605,435.52 | Sharpe Ratio -10.71 |
| Average Loss -$6,010.48 | Worst Trade (Oct 15) -$475,343 | Z-Score 13.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $8,821.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,375 | $671,273.03 | $1.16M | - | $491,616.97 | 73.24% | -0.912% |
| ABBV AbbVie Inc. | 2,930 | $429,148.53 | $838,273 | - | $409,124.47 | 95.33% | +0.161% |
| ACN Accenture plc | 623 | $77,526.12 | $152,756.48 | - | $75,230.36 | 97.04% | -1.674% |
| ADBE Adobe Inc. | 150 | $54,975.23 | $38,193 | - | -$16,782.23 | -30.53% | -3.487% |
| AEP American Electric Power Company, Inc. | 1,332 | $121,073.42 | $172,747.08 | - | $51,673.66 | 42.68% | 0.0 |
| ALB Albemarle Corporation | 444 | $73,436.82 | $42,077.88 | - | -$31,358.94 | -42.7% | +1.174% |
| ALL The Allstate Corporation | 1,172 | $148,774.72 | $299,985.12 | - | $151,210.4 | 101.64% | +1.094% |
| AMAT Applied Materials Inc. | 60 | $30,720.6 | $23,457.9 | - | -$7,262.7 | -23.64% | +3.638% |
| AMP Ameriprise Financial Inc. | 1,044 | $304,200.48 | $518,951.52 | - | $214,751.04 | 70.6% | +0.994% |
| AMSC American Superconductor Corp. | 994 | $40,823.58 | $25,297.3 | - | -$15,526.28 | -38.03% | +1.314% |
| AMT American Tower Corporation | 327 | $60,088.7 | $62,152.89 | - | $2,064.19 | 3.44% | +0.582% |
| AMZN Amazon.com Inc | 4,561 | $824,588.57 | $1.13M | - | $309,686.52 | 37.56% | +0.278% |
| APD Air Products and Chemicals Inc. | 742 | $187,327.68 | $228,350.5 | - | $41,022.82 | 21.9% | +0.195% |
| AVGO Broadcom Inc. | 2,807 | $508,015.35 | $927,376.66 | - | $419,361.31 | 82.55% | +2.705% |
| BE Bloom Energy Corp. Class A Common Stock | 721 | $200,084.22 | $150,278.03 | - | -$49,806.19 | -24.89% | +7.827% |
| BKNG Booking Holdings Inc. | 1,395 | $184,151.53 | $211,502.92 | - | $27,351.39 | 14.85% | -2.705% |
| BRK-B Berkshire Hathaway Inc. | 631 | $260,375.98 | $344,494.45 | - | $84,118.47 | 32.31% | +0.693% |
| BX Blackstone Inc. | 1,573 | $231,386.49 | $185,653.32 | - | -$45,733.17 | -19.76% | +0.047% |
| CAT Caterpillar Inc. | 664 | $208,860.24 | $461,088.24 | - | $252,228 | 120.76% | +1.079% |
| CB Chubb Limited | 598 | $138,351.97 | $213,686.33 | - | $75,334.36 | 54.45% | +0.627% |
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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 - $372,604.35, Direxion Daily Semiconductor Bull 3X Shares - $322,865.68, Vanguard Total Stock Market ETF - $200,594, JPMorgan Chase & Co - $191,376.79, and ExxonMobil Holdings Corporation - $184,508.97. 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 - $107,951.63, Pfizer Inc - $54,691.88, PayPal Holdings, Inc - $40,510.9, Crown Castle Inc - $38,355.57, and Zoetis Inc. Class A Common Stock - $36,661.26. 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 $1.88M earned over time. The largest contributors to dividend income include AbbVie Inc - $70,712.04, Verizon Communications Inc - $68,335.03, The Williams Companies, Inc - $66,626.66, JPMorgan Chase & Co - $63,814.9, and Philip Morris International Inc - $59,096.42. 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.
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