Brett Upper Portfolio

Invests via Tide Cove Capital Partners LLC | Managed by Brett Upper, Michael Manos

Invests via Tide Cove Capital Partners LLC

Managed by Brett Upper, Michael Manos

Automatically Tracked

Tracking: 0 Updated: 7 hours ago

Brett Upper Profile

Veteran investor and operating executive focused on growth-stage technology and fintech companies, with experience advising product, go-to-market and capital strategy for VC-backed businesses. Brett Upper leverages operating roles and private investment activity to source and scale revenue-driven opportunities, emphasizing unit economics, recurring revenue models and founder alignment. Active in seed to Series B financings and board advisory roles.

Investment Philosophy & Strategy

Focuses on growth-stage technology and fintech opportunities where product-market fit and revenue momentum intersect. Prefers seed to Series B investments in recurring-revenue models with strong unit economics and capital-efficient go-to-market engines. Combines operating experience and board-level engagement to accelerate customer acquisition, pricing discipline, and retention. Capital deployment favors founder-aligned terms, staged financings tied to commercial milestones, and active portfolio support to derisk scale and maximize exit optionality.

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:

17.96%

Gain -0.67%

Monthly

0.97%

Yearly

12.32%

Drawdown

12.52%

$201.11M

Equity

Holdings

$201.11M

Investment

$171.36M

$31.44M

Profit -$1.42M

Realized

$1.69M

Unrealized

$29.75M

Dividends

$4.07M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.67%

Profit

-$1.42M

Win %

63%

This Week

Compared To Last Week

Gain

-0.35%

Profit

-$711,929.31

Win %

63%

This Month

Compared to last month

Gain

-0.35%

Profit

-$711,929.31

Win %

63%

This Year

Compared to last year

Gain

6.95%

Profit

$15.19M

Win %

66%

Gainers
Losers

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.02%

+$135.72

VUG Vanguard Growth ETF

-1.22%

-$730,197.6

IXUS iShares Core International Stock ETF

-1.01%

-$197,742.6

VTI VANGUARD TOTAL STOCK MKT ETF

-0.73%

-$317,752.89

VYM Vanguard High Dividend Yield ETF

-0.45%

-$37,675.3

QQQM Invesco NASDAQ 100 ETF

-0.26%

-$24,000.3

USHY iShares Broad USD High Yield Corporate Bond ETF

-0.26%

-$4,008.51

VIG Vanguard Dividend Appreciation ETF

-0.22%

-$18,220.28

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.22%

-$11,101.14

AGG iShares Core U.S. Aggregate Bond ETF

-0.19%

-$28,449.08

BND Vanguard Total Bond Market Index Fund

-0.19%

-$33,346.18

VNQ Vanguard Real Estate ETF

-0.13%

-$9,917.88

VCSH Vanguard Short-Term Corporate Bond ETF

-0.08%

-$5,075.94

Events

Dividends

Dividend Analysis

No Data

Trades 74	Longs Won 44/74 59%	Profit Factor 306.53
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.49M
Average Win $716,891.08	Best Trade (Jun 01) $9.42M	Sharpe Ratio -13
Average Loss -$3,430.18	Worst Trade (May 19) -$70,719.81	Z-Score 1.66 (90.26%)
Commissions $0	Avg. Trade Length 9m 6d	Expectancy $424,868.95

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%	0.03%
Consecutive Losing Trades	58,824	52,941	47,059	41,176	35,294	29,412	23,529	17,647	11,765	5,882