CB
Charles Brewster Portfolio
Invests via Brewster Financial Planning LLC | Managed by Charles E. Scott Brewster
Invests via Brewster Financial Planning LLC
Managed by Charles E. Scott Brewster
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Charles Brewster Profile
With a background steeped in corporate leadership, Charles Brewster has made significant strides within the technology sector. His experience encompasses various executive roles where he has driven innovation and strategic growth initiatives at established firms. Through adept management and visionary insights, he played a pivotal role in expanding market reach while optimizing operational efficiency. Brewster's entrepreneurial spirit also led him to foster emerging tech ventures, focusing on transforming ideas into scalable products that resonate with current industry demands. His influence extends across multiple domains including product development and organizational enhancement, establishing him as a key player in the evolution of modern business practices.
With a background steeped in corporate leadership, Charles Brewster has made significant strides within the technology sector. His experience encompasses various executive roles where he has driven innovation and strategic growth initiatives at established firms. Through adept management and visionary insights, he played a pivotal role in expanding market reach while optimizing operational efficiency. Brewster's entrepreneurial spirit also led him to foster emerging tech ventures, focusing on transforming ideas into scalable products that resonate with current industry demands. His influence extends across multiple domains including product development and organizational enhancement, establishing him as a key player in the evolution of modern business practices.
Investment Philosophy & Strategy
Opportunity in the technology landscape is vast, as evidenced by Charles Brewster's approach to innovation and growth. His tenure in executive roles has cultivated a keen eye for identifying emerging trends that can lead to scalable solutions. Leveraging entrepreneurial insights, he excels at transforming nascent concepts into robust business models that effectively meet market needs. Strategic expansion through acquisitions remains central to his philosophy, with an emphasis on enhancing competitive positioning and fostering collaborative ecosystems within the tech sector. This multifaceted strategy not only addresses current demands but also anticipates future developments, ensuring sustained success.
Opportunity in the technology landscape is vast, as evidenced by Charles Brewster's approach to innovation and growth. His tenure in executive roles has cultivated a keen eye for identifying emerging trends that can lead to scalable solutions. Leveraging entrepreneurial insights, he excels at transforming nascent concepts into robust business models that effectively meet market needs. Strategic expansion through acquisitions remains central to his philosophy, with an emphasis on enhancing competitive positioning and fostering collaborative ecosystems within the tech sector. This multifaceted strategy not only addresses current demands but also anticipates future developments, ensuring sustained success.
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:
36.15%
Gain +0.35%
Monthly
0.35%
Yearly
4.23%
Drawdown
20.42%
$179.62M
Equity
Holdings
$179.62M
Investment
$146.48M
$33.44M
Profit +$690,379.7
Realized
$296,347.49
Unrealized
$33.14M
Dividends
$11.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$690,379.7
Win %
78%
This Week
Compared To Last Week
Gain
0.39%
Profit
$690,379.7
Win %
78%
This Month
Compared to last month
Gain
0.16%
Profit
$291,393.41
Win %
78%
This Year
Compared to last year
Gain
5.88%
Profit
$10.19M
Win %
78%
GOOG Alphabet Inc
+3.12%
+$13,225.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.86%
+$9,990.27 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$6,209.12 
ESGU iShares ESG Aware MSCI USA ETF
+1.69%
+$12,995.82 
IWB iShares Russell 1000 ETF
+1.66%
+$807,480.06 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.54%
+$14,265.17 
VEU Vanguard FTSE All-World ex-US ETF
+1.51%
+$20,055.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.42%
+$22,428.12 
BRK-B Berkshire Hathaway Inc.
+1.39%
+$4,101.16 
IWM iShares Russell 2000 ETF
+0.81%
+$192,638.9 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.75%
+$6,782.63 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$4,043.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$25,980.12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$2,188.44 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.09%
+$289.32 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$13,210.78 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$180.07 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$1,509.09 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$21.02 
L
0%
$0 
MPC Marathon Petroleum Corporation
-4.36%
-$22,121.96 
CVX Chevron Corporation
-3.44%
-$12,442.05 
ICF iShares Cohen & Steers Realty Majors ETF
-1.21%
-$148,609.44 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.85%
-$9,811.12 
EFA iShares MSCI EAFE ETF
-0.76%
-$261,711.02 
WFC Wells Fargo & Company
-0.17%
-$688.38 Events
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Dividends
Dividend Analysis
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| Trades 236 | Longs Won 168/236 71% | Profit Factor 10.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $220,761.81 | Best Trade (Jun 15) $16.5M | Sharpe Ratio -15.25 |
| Average Loss -$53,720.21 | Worst Trade (Jun 10) -$1.77M | Z-Score 9.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 3d | Expectancy $141,673.77 |
| 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% | 0.04% | 2.48% |
| Consecutive Losing Trades | 3,344 | 3,010 | 2,676 | 2,341 | 2,007 | 1,672 | 1,338 | 1,003 | 669 | 334 |
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Returns
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