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: Yesterday at 10:12 PM

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:

18.83%

Gain -0.02%

Monthly

0.93%

Yearly

11.79%

Drawdown

10.81%

$197.18M

Equity

Holdings

$197.18M

Investment

$171.36M

$27.52M

Profit -$23,083.51

Realized

$1.69M

Unrealized

$25.83M

Dividends

$4.89M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.02%

Profit

-$23,083.51

Win %

61%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$23,083.51

Win %

61%

This Month

Compared to last month

Gain

-0.89%

Profit

-$1.77M

Win %

61%

This Year

Compared to last year

Gain

11.31%

Profit

$19.61M

Win %

64%

Gainers
Losers

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.09%

+$4,317.11

AGG iShares Core U.S. Aggregate Bond ETF

+0.07%

+$10,481.24

BND Vanguard Total Bond Market Index Fund

+0.07%

+$11,909.35

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.02%

+$135.72

VCSH Vanguard Short-Term Corporate Bond ETF

+0.01%

+$845.99

QQQM Invesco NASDAQ 100 ETF

-1.5%

-$129,482.8

VUG Vanguard Growth ETF

-1.49%

-$856,322.64

VTI VANGUARD TOTAL STOCK MKT ETF

-0.96%

-$415,520.68

IXUS iShares Core International Stock ETF

-0.79%

-$147,807.6

VIG Vanguard Dividend Appreciation ETF

-0.64%

-$53,259.28

VYM Vanguard High Dividend Yield ETF

-0.43%

-$35,611.42

USHY iShares Broad USD High Yield Corporate Bond ETF

-0.14%

-$2,076.95

VNQ Vanguard Real Estate ETF

-0.05%

-$4,132.7

Events

Dividends

Dividend Analysis

No Data

Trades 74	Longs Won 43/74 58%	Profit Factor 239.14
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.28M
Average Win $642,600.51	Best Trade (Jul 19) $8.34M	Sharpe Ratio -10.88
Average Loss -$3,727.26	Worst Trade (Jul 19) -$51,694.48	Z-Score 1.32 (81.19%)
Commissions $0	Avg. Trade Length 10m 1w 5d	Expectancy $371,841.58

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%	0.01%
Consecutive Losing Trades	52,632	47,368	42,105	36,842	31,579	26,316	21,053	15,789	10,526	5,263