SB
Scott Blaesing Portfolio
Invests via Cascade Wealth Advisors, Inc | Managed by Scott T. Blaesing, Brad T. VanderVelde, Luke Stauffer Evans
Invests via Cascade Wealth Advisors, Inc
Managed by Scott T. Blaesing, Brad T. VanderVelde, Luke Stauffer Evans
Automatically Tracked
Scott Blaesing Profile
Veteran investor and operator focused on growth-stage software and fintech companies, bringing operating experience in scaling product and GTM functions. Scott Blaesing leverages prior operating roles and investor networks to source middle-market opportunities, emphasize unit economics and customer retention, and support board-level strategy. Active in sector-specialist investments, typically engaging on revenue growth, commercial hiring and go-to-market optimization to drive valuation expansion.
Veteran investor and operator focused on growth-stage software and fintech companies, bringing operating experience in scaling product and GTM functions. Scott Blaesing leverages prior operating roles and investor networks to source middle-market opportunities, emphasize unit economics and customer retention, and support board-level strategy. Active in sector-specialist investments, typically engaging on revenue growth, commercial hiring and go-to-market optimization to drive valuation expansion.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech businesses, prioritizing capital-efficient scaling and clear unit-economics improvement. Employs an operator-investor lens to underwrite repeatable revenue models, gross retention and scalable go-to-market motion; allocates capital to companies with defensible product-market fit and measurable CAC payback. Engages as an active board partner to drive commercial hiring, product-market expansion and valuation multiple expansion over a 3–7 year growth horizon with disciplined downside protection.
Focuses on growth-stage software and fintech businesses, prioritizing capital-efficient scaling and clear unit-economics improvement. Employs an operator-investor lens to underwrite repeatable revenue models, gross retention and scalable go-to-market motion; allocates capital to companies with defensible product-market fit and measurable CAC payback. Engages as an active board partner to drive commercial hiring, product-market expansion and valuation multiple expansion over a 3–7 year growth horizon with disciplined downside protection.
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:
3.91%
Gain
Monthly
0.14%
Yearly
1.68%
Drawdown
18.95%
$266.06M
Equity
Holdings
$266.06M
Investment
$235.94M
$34.9M
Profit -$1.02M
Realized
$4.78M
Unrealized
$30.12M
Dividends
$17.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.02M
Win %
82%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.13M
Win %
82%
This Month
Compared to last month
Gain
-0.33%
Profit
-$874,733.91
Win %
82%
This Year
Compared to last year
Gain
9.68%
Profit
$23.22M
Win %
82%
COST Costco Wholesale Corporation
+2.69%
+$15,406.56 
USRT iShares Core U.S. REIT ETF
+2.18%
+$34,875.02 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$6,665.4 
MSFT Microsoft Corp.
+2.09%
+$65,064.32 
VHT Vanguard Health Care ETF
+1.74%
+$16,078.25 
IYRI Neos Real Estate High Income ETF
+1.57%
+$99,745.62 
DFAT Dimensional US Targeted Value ETF
+1.43%
+$10,741 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$5,865.76 
IWD iShares Russell 1000 Value ETF
+0.74%
+$11,194.11 
AAPL Apple Inc.
+0.7%
+$6,499.02 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$48,258.43 
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$34,967.13 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$36,690.29 
VTV Vanguard Value ETF
+0.35%
+$14,908.99 
IGV iShares Expanded Tech-Software Sector ETF
+0.31%
+$3,993.3 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$2,075.61 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$18,617.61 
VB Vanguard Small-Cap ETF
+0.13%
+$806.74 
DUHP Dimensional US High Profitability ETF
+0.11%
+$854.64 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$1,862.26 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$851.55 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
ORCL Oracle Corporation
-4.89%
-$7,749.57 
ETN Eaton Corporation plc
-4.48%
-$14,751.28 
NVDA NVIDIA Corporation
-2.77%
-$23,259.61 
RYT Invesco S&P 500 Equal Weight ETF
-2.07%
-$167,344.38 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$13,060.3 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$159,511.8 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$154,263.4 
GOOG Alphabet Inc
-1.81%
-$3,679.06 
IWO iShares Russell 2000 Growth ETF
-1.62%
-$10,668.78 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$21,415.66 
QQQI Neos NASDAQ-100 High Income ETF
-1.54%
-$169,464.08 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$22,937.76 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$10,242.71 
VUG Vanguard Growth ETF
-1.25%
-$459,082.8 
JPM JPMorgan Chase & Co.
-1.21%
-$4,911.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$2,407.83 
XSMO Invesco S&P SmallCap Momentum ETF
-0.97%
-$3,094.11 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.72%
-$2,393.2 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$26,885.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$2,151.78 
VOO Vanguard S&P 500 ETF
-0.57%
-$2,366.05 
DIHP Dimensional International High Profitability Portfolio
-0.56%
-$2,222.05 
AMZN Amazon.com Inc
-0.55%
-$1,455.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$13,159.08 
NIHI NEOS MSCI EAFE High Income ETF
-0.47%
-$41,164.27 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$79,998.46 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.39%
-$1,189.01 
DFAU Dimensional US Core Equity Market ETF
-0.38%
-$3,990.39 
PANW Palo Alto Networks, Inc.
-0.37%
-$1,463.73 
IYF iShares U.S. Financials ETF
-0.36%
-$1,698.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$5,457.51 
IWMI Neos Russell 2000 High Income ETF
-0.2%
-$13,068.09 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,143.3 
CLOA iShares AAA CLO ETF
-0.03%
-$3,589.5 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$2,579.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$2,078.57 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$24.2 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$1,282.37 Events
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Dividends
Dividend Analysis
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| Trades 374 | Longs Won 302/374 80% | Profit Factor 24.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,225.59 |
| Average Win $120,477.23 | Best Trade (Jul 10) $4.93M | Sharpe Ratio -13.2 |
| Average Loss -$20,601.1 | Worst Trade (Jul 10) -$374,585.65 | Z-Score 14.72 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $93,317.76 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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