WRC
Wallace R. Cooney Portfolio
Invests via Graham Holdings Co. | Managed by Wallace R. Cooney
Invests via Graham Holdings Co.
Managed by Wallace R. Cooney
Automatically Tracked
Wallace R. Cooney Profile
Wallace R. Cooney is a seasoned entrepreneur with a substantial record in the technology sector. Known for his role as founder and CEO of several innovative tech startups, he has successfully navigated the complexities of scaling businesses within competitive markets. His extensive experience encompasses both product development and strategic partnerships that drive growth and market presence. With a focus on disruptive technologies, he continually seeks opportunities to advance operational efficiencies while fostering collaborative environments. His leadership not only attracts investor interest but also builds valuable networks that facilitate industry advancement.
Wallace R. Cooney is a seasoned entrepreneur with a substantial record in the technology sector. Known for his role as founder and CEO of several innovative tech startups, he has successfully navigated the complexities of scaling businesses within competitive markets. His extensive experience encompasses both product development and strategic partnerships that drive growth and market presence. With a focus on disruptive technologies, he continually seeks opportunities to advance operational efficiencies while fostering collaborative environments. His leadership not only attracts investor interest but also builds valuable networks that facilitate industry advancement.
Investment Philosophy & Strategy
Focusing on transformative growth, Wallace R. Cooney leverages his extensive entrepreneurial experience to identify and invest in emerging technology sectors. His leadership in founding several innovative startups informs a strategic vision centered around disruptive advancements that enhance operational effectiveness. By fostering partnerships and collaborative ventures, he adeptly navigates the tech landscape, recognizing trends that signal future demand. This proactive approach not only optimizes resource allocation but also positions him advantageously for capturing market share amid competitive pressures.
Focusing on transformative growth, Wallace R. Cooney leverages his extensive entrepreneurial experience to identify and invest in emerging technology sectors. His leadership in founding several innovative startups informs a strategic vision centered around disruptive advancements that enhance operational effectiveness. By fostering partnerships and collaborative ventures, he adeptly navigates the tech landscape, recognizing trends that signal future demand. This proactive approach not only optimizes resource allocation but also positions him advantageously for capturing market share amid competitive pressures.
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:
52.95%
Gain -0.14%
Monthly
0.76%
Yearly
9.49%
Drawdown
12.66%
$1.08B
Equity
Holdings
$1.08B
Investment
$786.08M
$411.08M
Profit -$2.41M
Realized
-$34.62M
Unrealized
$445.7M
Dividends
$5.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$2.41M
Win %
85%
This Week
Compared To Last Week
Gain
-4.51%
Profit
-$51.18M
Win %
85%
This Month
Compared to last month
Gain
-0.61%
Profit
-$6.68M
Win %
85%
This Year
Compared to last year
Gain
0.03%
Profit
$349,539.86
Win %
87%
Events
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Dividends
Dividend Analysis
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| Trades 29 | Longs Won 18/29 62% | Profit Factor 5.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $46.98M |
| Average Win $27.68M | Best Trade (Aug 15) $195.33M | Sharpe Ratio 0 |
| Average Loss -$7.93M | Worst Trade (Mar 30) -$26.46M | Z-Score 2.35 (98.14%) |
| Commissions $0 | Avg. Trade Length 2y 3m 4w 1d | Expectancy $14.18M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.78% | 4.8% | 23.84% |
| Consecutive Losing Trades | 137 | 123 | 109 | 96 | 82 | 68 | 55 | 41 | 27 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BRK-A Berkshire Hathaway Inc. | 422 | $190.18M | $319.18M | - | $129M | 67.83% | -0.742% |
 BRK-B Berkshire Hathaway Inc. | 481,920 | $144.09M | $242.9M | - | $98.81M | 68.57% | -0.572% |
 CABO Cable One Inc. | 182,439 | $32.3M | $6.29M | - | -$26.01M | -80.53% | -5.014% |
 GOOG Alphabet Inc | 982,250 | $142.11M | $337.44M | - | $195.33M | 137.45% | -0.116% |
 MKL Markel Group Inc. | 63,793 | $85.39M | $117.84M | - | $32.46M | 38.01% | +0.559% |
 PUBM PubMatic Inc. | 3.4M | $43.67M | $59.79M | - | $16.12M | 36.91% | +1.794% |
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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 Wallace R. Cooney?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $866,535.55. 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: Lumen Technologies Inc - $25.26M, Alphabet Inc - $3.56M, Apple Inc - $847,997.12, and Upstart Holdings, Inc - $246,759.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wallace R. Cooney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.57M earned over time. The largest contributors to dividend income include Lumen Technologies Inc - $3.37M, Alphabet Inc - $2.13M, and Apple Inc - $68,087.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wallace R. Cooney's monthly returns?
Wallace R. Cooney'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 Wallace R. Cooney's strategy be considered aggressive or moderate?
Wallace R. Cooney'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 Wallace R. Cooney's strategy?
Wallace R. Cooney'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.
