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:
55.94%
Gain +0.21%
Monthly
1.34%
Yearly
17.27%
Drawdown
17.61%
$161.57M
Equity
Holdings
$161.57M
Investment
$117.37M
$47.73M
Profit +$258,143.31
Realized
$3.54M
Unrealized
$44.19M
Dividends
$5.34M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$258,143.31
Win %
80%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.6M
Win %
80%
This Month
Compared to last month
Gain
0.69%
Profit
$1.1M
Win %
80%
This Year
Compared to last year
Gain
-0.79%
Profit
-$1.29M
Win %
81%
XLV Health Care Select Sector SPDR Fund
+2.53%
+$167,045.62 
XLB Materials Select Sector SPDR Fund
+1.5%
+$19,225.47 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.49%
+$93,080.16 
SDY SPDR S&P Dividend ETF
+1.31%
+$25,889.9 
XLC Communication Services Select Sector SPDR Fund
+1.3%
+$73,031.04 
XLP Consumer Staples Select Sector SPDR Fund
+1.22%
+$37,291.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$14,539.26 
BBCA JPMorgan BetaBuilders Canada ETF
+1.11%
+$2,934.61 
VGK Vanguard FTSE Europe ETF
+1.06%
+$57,498.6 
XLRE The Real Estate Select Sector SPDR Fund
+1.06%
+$10,645.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$10,420.76 
FMB First Trust Managed Municipal Fund
+0.95%
+$3,146.4 
SCHA Schwab U.S. Small-Cap ETF
+0.91%
+$5,737.94 
XLF Financial Select Sector SPDR Fund
+0.87%
+$62,382.7 
SCHM Schwab U.S. Mid-Cap ETF
+0.84%
+$6,019.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$1,896.12 
MUB iShares National Muni Bond ETF
+0.79%
+$12,236.81 
VTV Vanguard Value ETF
+0.71%
+$112,102.58 
VOE Vanguard Mid-Cap Value ETF
+0.62%
+$16,468.2 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.57%
+$1,956.24 
EFA iShares MSCI EAFE ETF
+0.56%
+$1,819.87 
AGG iShares Core U.S. Aggregate Bond ETF
+0.55%
+$16,066.44 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.54%
+$12,586 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.45%
+$1,520.3 
VBK Vanguard Small-Cap Growth ETF
+0.44%
+$5,590.44 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.43%
+$1,486.2 
PWV Invesco Large Cap Value ETF
+0.37%
+$14,759.26 
VOT Vanguard Mid-Cap Growth ETF
+0.25%
+$6,152.35 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$3,562.03 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.15%
+$961.61 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.14%
+$6,254.43 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$5,254.33 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.11%
+$369.4 
AAPL Apple Inc.
+0.06%
+$739.24 
TRGP Targa Resources Corp.
-2.52%
-$77,991.2 
XLE Energy Select Sector SPDR Fund
-1.42%
-$38,282.88 
VPL Vanguard FTSE Pacific ETF
-1.18%
-$49,456.43 
XLK State Street Technology Select Sector SPDR ETF
-1.16%
-$251,074.75 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$104,774 
XLU Utilities Select Sector SPDR Fund
-0.4%
-$3,435.47 
SPEM SPDR Portfolio Emerging Markets ETF
-0.32%
-$1,674.26 
MAGS Roundhill Magnificent Seven Fund
-0.27%
-$3,499.08 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$12,049.31 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$10,290.91 Events
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Dividends
Dividend Analysis
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| Trades 566 | Longs Won 444/566 78% | Profit Factor 109.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $443,423.69 |
| Average Win $108,492.35 | Best Trade (Oct 14) $7.9M | Sharpe Ratio -10.55 |
| Average Loss -$3,621.22 | Worst Trade (Oct 14) -$98,941.66 | Z-Score 13.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $84,326.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,696 | $711,944.76 | $1.27M | - | $556,374.6 | 78.15% | +0.058% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30,897 | $3.06M | $2.95M | - | -$112,298.42 | -3.67% | +0.548% |
| BBCA JPMorgan BetaBuilders Canada ETF | 2,597 | $187,236.24 | $267,491 | - | $80,254.76 | 42.86% | +1.109% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 14,776 | $351,010 | $346,792.72 | - | -$4,217.28 | -1.2% | +0.107% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 14,862 | $355,245 | $347,250.63 | - | -$7,994.37 | -2.25% | +0.43% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 15,048 | $357,465 | $347,608.8 | - | -$9,856.2 | -2.76% | +0.566% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 15,203 | $357,194 | $342,371.56 | - | -$14,822.44 | -4.15% | +0.446% |
| DBEU Xtrackers MSCI Europe Hedged Equity ETF | 43,400 | $1.76M | $2.34M | - | $571,220.83 | 32.37% | +0.542% |
| EFA iShares MSCI EAFE ETF | 3,165 | $238,483 | $327,023.62 | - | $88,540.62 | 37.13% | +0.56% |
| FMB First Trust Managed Municipal Fund | 6,840 | $349,818.52 | $333,244.8 | - | -$16,573.72 | -4.74% | +0.953% |
| HEDJ WisdomTree Europe Hedged Equity Fund | 11,313 | $490,636.13 | $627,362.41 | - | $136,726.28 | 27.87% | +0.154% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 37,495 | $1.93M | $1.92M | - | -$4,973.86 | -0.26% | +0.185% |
| IWF iShares Russell 1000 Growth ETF | 209,548 | $17.42M | $25.94M | - | $8.52M | 48.88% | -0.402% |
| MAGS Roundhill Magnificent Seven Fund | 17,944 | $1M | $1.3M | - | $302,586.17 | 30.21% | -0.268% |
| MUB iShares National Muni Bond ETF | 15,201 | $1.63M | $1.56M | - | -$72,786.73 | -4.46% | +0.792% |
| PWV Invesco Large Cap Value ETF | 50,894 | $2.58M | $4.02M | - | $1.44M | 55.58% | +0.369% |
| RSP Invesco S&P 500 Equal Weight ETF | 4,986 | $826,451.85 | $1.07M | - | $241,449.63 | 29.22% | +0.985% |
| SCHA Schwab U.S. Small-Cap ETF | 19,786 | $481,613.26 | $638,692.08 | - | $157,078.82 | 32.62% | +0.907% |
| SCHM Schwab U.S. Mid-Cap ETF | 21,121 | $571,378.77 | $725,611.95 | - | $154,233.18 | 26.99% | +0.837% |
| SDY SPDR S&P Dividend ETF | 13,010 | $1.67M | $2M | - | $338,214.58 | 20.3% | +1.309% |
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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 - $1.15M, Vanguard Value ETF - $805,135.49, Vanguard Mid-Cap Value ETF - $365,693.64, Vanguard FTSE Europe ETF - $344,235.66, and iShares Russell 1000 Growth ETF - $340,966.33. 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 $5.34M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $685,728.37, Vanguard FTSE Europe ETF - $329,488.16, Vanguard FTSE Emerging Markets ETF - $263,145.71, SPDR Portfolio Developed World ex-US ETF - $259,525.18, and iShares Core U.S. Aggregate Bond ETF - $257,012.45. 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.
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