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
Automatically Tracked
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:
51.5%
Gain -0.87%
Monthly
0.44%
Yearly
5.47%
Drawdown
18.61%
$179.14M
Equity
Holdings
$179.14M
Investment
$149.41M
$30.25M
Profit -$1.17M
Realized
$521,408.94
Unrealized
$29.73M
Dividends
$13.04M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.17M
Win %
54%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$839,993.07
Win %
54%
This Month
Compared to last month
Gain
-0.43%
Profit
-$772,816.3
Win %
54%
This Year
Compared to last year
Gain
-1.66%
Profit
-$3.02M
Win %
57%
MPC Marathon Petroleum Corporation
+1.8%
+$14,328.62 
BSV Vanguard Short-Term Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
WFC Wells Fargo & Company
-1.8%
-$7,238.56 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.43%
-$12,475.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.33%
-$12,268.5 
IWM iShares Russell 2000 ETF
-1.29%
-$293,420.16 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.26%
-$14,659.39 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$16,360.24 
ESGE iShares ESG Aware MSCI EM ETF
-1.24%
-$2,668.76 
EFA iShares MSCI EAFE ETF
-1.2%
-$405,362.04 
CVX Chevron Corporation
-1.14%
-$4,619.13 
ICF iShares Cohen & Steers Realty Majors ETF
-0.84%
-$97,223.95 
VT Vanguard Total World Stock ETF
-0.77%
-$6,087.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$23,464.32 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$10,944.92 
GOOG Alphabet Inc
-0.51%
-$2,083.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$2,525.26 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$1,674.98 
IWB iShares Russell 1000 ETF
-0.44%
-$220,778.39 
ESGU iShares ESG Aware MSCI USA ETF
-0.43%
-$3,461.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.19%
-$4,169.68 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.18%
-$557.33 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$32,010.99 
SUB iShares Short-Term National Muni Bond ETF
-0.15%
-$4,961.7 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$314.76 
BNDX Vanguard Total International Bond ETF
-0.1%
-$221.44 
L Loews Corporation
-0.05%
-$233.35 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$69.46 Events
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Dividends
Dividend Analysis
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| Trades 262 | Longs Won 150/262 57% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $243,162.09 | Best Trade (Oct 07) $17.62M | Sharpe Ratio -13.78 |
| Average Loss -$55,603.38 | Worst Trade (Oct 07) -$2.3M | Z-Score 0.16 (12.62%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 2d | Expectancy $115,445.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.15% | 4.69% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 291,009 | $23.92M | $21.14M | - | -$2.78M | -11.63% | -0.151% |
| BNDX Vanguard Total International Bond ETF | 4,921 | $238,324.03 | $230,327.4 | - | -$7,996.63 | -3.36% | -0.096% |
| BRK-B Berkshire Hathaway Inc. | 604 | $217,127.4 | $305,276.7 | - | $88,149.3 | 40.6% | -0.023% |
| BSV Vanguard Short-Term Bond ETF | 241,799 | $19.24M | $18.45M | - | -$793,566.08 | -4.12% | 0.0 |
| CVX Chevron Corporation | 1,949 | $283,150.61 | $399,954.29 | - | $116,803.68 | 41.25% | -1.142% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35,885 | $1.04M | $1.62M | - | $582,392.42 | 56.15% | -0.671% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 24,537 | $635,526.27 | $908,850.48 | - | $273,324.21 | 43.01% | -1.332% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 49,055 | $2.34M | $2.21M | - | -$130,911.55 | -5.59% | -0.188% |
| EFA iShares MSCI EAFE ETF | 325,592 | $25.42M | $33.53M | - | $8.11M | 31.89% | -1.195% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 11,260 | $846,358.86 | $1.15M | - | $303,096.85 | 35.81% | -1.259% |
| ESGE iShares ESG Aware MSCI EM ETF | 3,896 | $213,072.24 | $213,052.76 | - | -$19.48 | -0.01% | -1.237% |
| ESGU iShares ESG Aware MSCI USA ETF | 4,678 | $455,917.88 | $794,838.98 | - | $338,921.1 | 74.34% | -0.434% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 16,415 | $621,735.29 | $858,176.2 | - | $236,440.91 | 38.03% | -1.433% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 7,431 | $318,641.69 | $307,903.48 | - | -$10,738.21 | -3.37% | -0.181% |
| GOOG Alphabet Inc | 1,184 | $210,029.76 | $405,910.72 | - | $195,880.96 | 93.26% | -0.511% |
| ICF iShares Cohen & Steers Realty Majors ETF | 181,727 | $12.84M | $11.41M | - | -$1.43M | -11.17% | -0.845% |
| IWB iShares Russell 1000 ETF | 119,018 | $31.57M | $50.44M | - | $18.87M | 59.79% | -0.436% |
| IWM iShares Russell 2000 ETF | 80,832 | $17.74M | $22.45M | - | $4.7M | 26.51% | -1.29% |
| L Loews Corporation | 4,667 | $403,612.23 | $496,615.47 | - | $93,003.24 | 23.04% | -0.047% |
| MPC Marathon Petroleum Corporation | 1,837 | $256,261.5 | $808,573.92 | - | $552,312.42 | 215.53% | +1.804% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Charles Brewster?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $3.39M, iShares Russell 1000 ETF - $2.67M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.66M, Vanguard Short-Term Bond ETF - $1.78M, and iShares Cohen & Steers Realty Majors ETF - $1.03M. 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: Alphabet Inc - $37,355.84 and Apple Inc - $13,730.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles Brewster's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.04M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $3.44M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.69M, iShares Russell 1000 ETF - $2.11M, Vanguard Short-Term Bond ETF - $1.8M, and iShares Cohen & Steers Realty Majors ETF - $1.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles Brewster's monthly returns?
Charles Brewster's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Charles Brewster's strategy be considered aggressive or moderate?
Charles Brewster's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Charles Brewster's strategy?
Charles Brewster's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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