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
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.
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.
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:
19.24%
Gain +0.02%
Monthly
0.83%
Yearly
10.5%
Drawdown
11.7%
$151.51M
Equity
Holdings
$151.51M
Investment
$132.92M
$28.49M
Profit +$31,992.82
Realized
$9.89M
Unrealized
$18.59M
Dividends
$5.56M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$31,992.82
Win %
37%
This Week
Compared To Last Week
Gain
0.02%
Profit
$31,992.82
Win %
37%
This Month
Compared to last month
Gain
0.52%
Profit
$782,235.99
Win %
37%
This Year
Compared to last year
Gain
-0.77%
Profit
-$1.3M
Win %
45%
VUG Vanguard Growth ETF
+0.95%
+$95,520.2 
QQQM Invesco NASDAQ 100 ETF
+0.85%
+$76,775.07 
IXUS iShares Core International Stock ETF
+0.8%
+$153,851.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$289,818.93 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$45,257.4 
VNQ Vanguard Real Estate ETF
+0.51%
+$37,566.45 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$38,770.6 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.04%
+$644.49 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$139.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 87 | Longs Won 40/87 45% | Profit Factor 9.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $793,137.3 | Best Trade (Aug 08) $9.9M | Sharpe Ratio -10.7 |
| Average Loss -$68,918.66 | Worst Trade (Mar 30) -$1.35M | Z-Score -1.68 (91.67%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $327,428.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.33% |
| Consecutive Losing Trades | 2,198 | 1,978 | 1,758 | 1,538 | 1,319 | 1,099 | 879 | 659 | 440 | 220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AGG iShares Core U.S. Aggregate Bond ETF | 151,241 | $14.52M | $14.25M | - | -$269,268.72 | -1.85% | -0.196% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,973 | $637,738.61 | $637,541.39 | - | -$197.22 | -0.03% | +0.022% |
 BND Vanguard Total Bond Market Index Fund | 241,249 | $17.31M | $16.87M | - | -$439,563.85 | -2.54% | -0.235% |
| IXUS iShares Core International Stock ETF | 202,436 | $17.55M | $19.29M | - | $1.73M | 9.87% | +0.804% |
| QQQM Invesco NASDAQ 100 ETF | 29,643 | $6.2M | $9.13M | - | $2.94M | 47.42% | +0.848% |
| USHY iShares Broad USD High Yield Corporate Bond ETF | 42,966 | $1.61M | $1.53M | - | -$84,603.42 | -5.25% | +0.042% |
 VCIT Vanguard Intermediate-Term Corporate Bond Fund | 62,425 | $4.96M | $4.87M | - | -$96,246.81 | -1.94% | -0.25% |
 VCSH Vanguard Short-Term Corporate Bond ETF | 86,240 | $6.73M | $6.64M | - | -$85,676.43 | -1.27% | -0.143% |
| VIG Vanguard Dividend Appreciation ETF | 35,246 | $6.98M | $8.27M | - | $1.29M | 18.43% | +0.471% |
| VNQ Vanguard Real Estate ETF | 83,481 | $7.34M | $7.48M | - | $136,611.22 | 1.86% | +0.505% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 116,862 | $34.24M | $44.13M | - | $9.89M | 28.88% | +0.661% |
| VUG Vanguard Growth ETF | 111,070 | $8.09M | $10.12M | - | $2.03M | 25.12% | +0.953% |
| VYM Vanguard High Dividend Yield ETF | 52,020 | $6.74M | $8.13M | - | $1.38M | 20.5% | +0.56% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brett Upper?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $9.64M, VANGUARD TOTAL STOCK MKT ETF - $1.76M, Vanguard Total Bond Market Index Fund - $1.02M, iShares Core U.S. Aggregate Bond ETF - $957,716.01, and Vanguard High Dividend Yield ETF - $718,744.86. 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: Microsoft Corp - $1.33M and Amazon.com Inc - $871,715.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brett Upper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.56M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.02M, iShares Core U.S. Aggregate Bond ETF - $957,716.01, VANGUARD TOTAL STOCK MKT ETF - $879,843.83, Vanguard Real Estate ETF - $527,362.53, and Vanguard Short-Term Corporate Bond ETF - $487,682.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brett Upper's monthly returns?
Brett Upper's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brett Upper's strategy be considered aggressive or moderate?
Brett Upper's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brett Upper's strategy?
Brett Upper's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
