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:
2.58%
Gain
Monthly
0.08%
Yearly
1.01%
Drawdown
34.27%
$154.94M
Equity
Holdings
$154.94M
Investment
$111.86M
$45.39M
Profit -$952,869.53
Realized
$2.32M
Unrealized
$43.07M
Dividends
$4.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$952,869.53
Win %
90%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$1.67M
Win %
90%
This Month
Compared to last month
Gain
-0.94%
Profit
-$1.46M
Win %
90%
This Year
Compared to last year
Gain
12.53%
Profit
$17.25M
Win %
90%
XLP Consumer Staples Select Sector SPDR Fund
+2.74%
+$74,603.62 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$126,055.31 
SDY SPDR S&P Dividend ETF
+1.93%
+$36,577.05 
XLRE The Real Estate Select Sector SPDR Fund
+1.67%
+$19,028.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$16,225.45 
JNJ Johnson & Johnson
+1.06%
+$2,397.95 
XLE Energy Select Sector SPDR Fund
+1.05%
+$24,954.9 
VOE Vanguard Mid-Cap Value ETF
+0.87%
+$24,225.83 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$7,907.13 
AAPL Apple Inc.
+0.7%
+$8,463.84 
TRGP Targa Resources Corp.
+0.52%
+$15,374.8 
PWV Invesco Large Cap Value ETF
+0.49%
+$19,831.74 
VTV Vanguard Value ETF
+0.35%
+$53,392.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$15,180.9 
XLU Utilities Select Sector SPDR Fund
+0.25%
+$2,202.94 
XLB Materials Select Sector SPDR Fund
+0.17%
+$2,067.33 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.11%
+$2,754.67 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$148.62 
XLC Communication Services Select Sector SPDR Fund
+0.04%
+$1,891.21 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$712.05 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.02%
+$116.86 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$57.18 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$557,962.73 
VPL Vanguard FTSE Pacific ETF
-2.27%
-$89,412.73 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$475,236.12 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$37,152.88 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$20,674.9 
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$6,836.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$66,719.62 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$49,055.82 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$7,266.42 
EFA iShares MSCI EAFE ETF
-0.86%
-$2,848.5 
MAGS Roundhill Magnificent Seven Fund
-0.83%
-$10,242.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.69%
-$5,145 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$18,961.07 
XLI Industrial Select Sector SPDR Fund
-0.56%
-$28,196 
VGK Vanguard FTSE Europe ETF
-0.44%
-$22,782.63 
BBCA JPMorgan BetaBuilders Canada ETF
-0.17%
-$476.46 
MUB iShares National Muni Bond ETF
-0.12%
-$1,688.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$246.25 
XLF Financial Select Sector SPDR Fund
-0.1%
-$6,455.38 
FMB First Trust Managed Municipal Fund
-0.09%
-$352.67 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.02%
-$76.02 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$176.94 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 361/496 72% | Profit Factor 310.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454,791.24 |
| Average Win $126,146.41 | Best Trade (Jul 10) $7.27M | Sharpe Ratio -11.24 |
| Average Loss -$1,087.92 | Worst Trade (Jul 13) -$31,566.42 | Z-Score 5.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $91,516.1 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
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Returns
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