Lindsey Cooksen Portfolio
Invests via Cooksen Wealth, LLC | Managed by Lindsey M. Cooksen
Invests via Cooksen Wealth, LLC
Managed by Lindsey M. Cooksen
Automatically Tracked
Lindsey Cooksen Profile
Experienced market-focused operator and investor with a background in growth-stage technology and financial services. Lindsey Cooksen has led business development, capital-raising and portfolio operations roles, advising founders and institutional investors on scaling, M&A and strategic partnerships. Known for cross-functional execution, data-driven investor relations and hands-on portfolio support; relevant to LPs and GPs seeking operational expertise in tech-enabled and service-oriented ventures.
Experienced market-focused operator and investor with a background in growth-stage technology and financial services. Lindsey Cooksen has led business development, capital-raising and portfolio operations roles, advising founders and institutional investors on scaling, M&A and strategic partnerships. Known for cross-functional execution, data-driven investor relations and hands-on portfolio support; relevant to LPs and GPs seeking operational expertise in tech-enabled and service-oriented ventures.
Investment Philosophy & Strategy
Operates as a pragmatic growth-stage investor prioritizing capital-efficient, tech-enabled business models with clear unit economics. Bias toward founder-led teams in fintech, SaaS and services, emphasizing scalable go-to-market and operational leverage. Uses data-driven diligence, hands-on portfolio ops and strategic relationships to de-risk scaling, M&A and capital raises. Time horizon is growth-to-exit, preferring staged capital deployment, active governance, and outcome-focused KPIs to manage risk and value creation.
Operates as a pragmatic growth-stage investor prioritizing capital-efficient, tech-enabled business models with clear unit economics. Bias toward founder-led teams in fintech, SaaS and services, emphasizing scalable go-to-market and operational leverage. Uses data-driven diligence, hands-on portfolio ops and strategic relationships to de-risk scaling, M&A and capital raises. Time horizon is growth-to-exit, preferring staged capital deployment, active governance, and outcome-focused KPIs to manage risk and value creation.
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:
58.34%
Gain +0.62%
Monthly
1.45%
Yearly
18.88%
Drawdown
17.56%
$161.27M
Equity
Holdings
$161.27M
Investment
$114.86M
$49.62M
Profit +$777,856.27
Realized
$3.2M
Unrealized
$46.41M
Dividends
$4.94M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$777,856.27
Win %
85%
This Week
Compared To Last Week
Gain
0.59%
Profit
$943,259.27
Win %
85%
This Month
Compared to last month
Gain
3.06%
Profit
$4.79M
Win %
85%
This Year
Compared to last year
Gain
1.63%
Profit
$2.59M
Win %
86%
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$193,295.19 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$36,995.4 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$75,818.84 
XLE Energy Select Sector SPDR Fund
+1%
+$23,476.69 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$51,176.72 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$42,179.05 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,916.38 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$183,761.86 
TRGP Targa Resources Corp.
+0.76%
+$21,599.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$33,401.88 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$5,318.36 
JNJ Johnson & Johnson
+0.21%
+$459.51 
PWV Invesco Large Cap Value ETF
+0.12%
+$5,151.05 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$225.72 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$152.03 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$147.76 
AAPL Apple Inc.
-7.35%
-$90,625.92 
XLB Materials Select Sector SPDR Fund
-2.34%
-$29,739.38 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$40,617.16 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$5,530 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$1,999.69 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$31,431.15 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,768.79 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,088.9 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$36,657.27 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.53%
-$12,995.19 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$5,485.27 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$14,054.36 
VGK Vanguard FTSE Europe ETF
-0.44%
-$24,317.2 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,552.68 
SDY SPDR S&P Dividend ETF
-0.28%
-$5,614.4 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3,586.2 
VTV Vanguard Value ETF
-0.27%
-$41,741.2 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,885.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,343 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$6,378.59 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$43,964.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,636.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,814.51 
MUB iShares National Muni Bond ETF
-0.11%
-$1,719.72 
XLF Financial Select Sector SPDR Fund
-0.1%
-$7,561.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$246.25 
FMB First Trust Managed Municipal Fund
-0.08%
-$302.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$728.86 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$74.31 Events
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Dividends
Dividend Analysis
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| Trades 532 | Longs Won 431/532 81% | Profit Factor 207.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,752.63 |
| Average Win $115,680.16 | Best Trade (Aug 14) $7.89M | Sharpe Ratio -9.52 |
| Average Loss -$2,384.26 | Worst Trade (Aug 02) -$38,914.56 | Z-Score 16.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $93,265.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,696 | $711,944.76 | $1.14M | - | $429,786.6 | 60.37% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,372 | $2.91M | $2.86M | - | -$53,815.2 | -1.85% | -0.256% |
| BBCA JPMorgan BetaBuilders Canada ETF | 2,597 | $187,236.24 | $265,958.77 | - | $78,722.53 | 42.04% | -0.746% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 14,776 | $351,010 | $347,900.92 | - | -$3,109.08 | -0.89% | +0.042% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 14,862 | $355,245 | $350,371.65 | - | -$4,873.35 | -1.37% | -0.021% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 15,048 | $357,465 | $351,069.84 | - | -$6,395.16 | -1.79% | +0.064% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 15,203 | $357,194 | $347,540.58 | - | -$9,653.42 | -2.7% | +0.044% |
| DBEU Xtrackers MSCI Europe Hedged Equity ETF | 44,811 | $1.82M | $2.43M | - | $613,579.14 | 33.75% | -0.532% |
| EFA iShares MSCI EAFE ETF | 3,165 | $238,483 | $334,160.7 | - | $95,677.7 | 40.12% | -0.621% |
| FMB First Trust Managed Municipal Fund | 7,569 | $387,095.95 | $380,493.63 | - | -$6,602.32 | -1.71% | -0.08% |
| HEDJ WisdomTree Europe Hedged Equity Fund | 11,060 | $476,662.94 | $626,327.8 | - | $149,664.86 | 31.4% | -0.875% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 36,443 | $1.88M | $1.9M | - | $24,980.52 | 1.33% | -0.038% |
| IWF iShares Russell 1000 Growth ETF | 206,474 | $17.03M | $24.43M | - | $7.4M | 43.47% | +0.758% |
| JNJ Johnson & Johnson | 867 | $179,425.4 | $222,255.46 | - | $42,830.06 | 23.87% | +0.207% |
| MAGS Roundhill Magnificent Seven Fund | 18,135 | $1.01M | $1.2M | - | $184,095.8 | 18.19% | +3.191% |
| MUB iShares National Muni Bond ETF | 14,331 | $1.54M | $1.51M | - | -$28,339.37 | -1.84% | -0.113% |
| PWV Invesco Large Cap Value ETF | 51,511 | $2.61M | $4.12M | - | $1.51M | 57.73% | +0.125% |
| RSP Invesco S&P 500 Equal Weight ETF | 4,904 | $808,981.77 | $1.05M | - | $245,427.24 | 30.34% | -0.172% |
| SCHA Schwab U.S. Small-Cap ETF | 19,636 | $476,694.76 | $658,984.16 | - | $182,289.4 | 38.24% | -0.386% |
| SCHM Schwab U.S. Mid-Cap ETF | 20,951 | $565,488.27 | $726,999.7 | - | $161,511.43 | 28.56% | -0.259% |
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FAQ
Which stocks have generated the highest profits for Lindsey Cooksen?
The largest contributions to the portfolio's profits come from the following stocks: State Street Technology Select Sector SPDR ETF - $906,140.64, Vanguard Value ETF - $733,155.46, Vanguard Mid-Cap Value ETF - $339,433.74, Vanguard FTSE Europe ETF - $330,715.3, and iShares Russell 1000 Growth ETF - $318,473.05. 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: The J.M. Smucker Company - $4,831, Chevron Corporation - $2,837.5, Accenture plc Class A - $994.35, ALPS Clean Energy ETF - $717.65, and Tesla, Inc - $623.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lindsey Cooksen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.94M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $613,748.34, Vanguard FTSE Europe ETF - $315,967.8, SPDR Portfolio Developed World ex-US ETF - $259,525.18, Vanguard FTSE Emerging Markets ETF - $252,755.01, and iShares Core U.S. Aggregate Bond ETF - $247,112.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lindsey Cooksen's monthly returns?
Lindsey Cooksen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lindsey Cooksen's strategy be considered aggressive or moderate?
Lindsey Cooksen'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 Lindsey Cooksen's strategy?
Lindsey Cooksen'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.
