Sherri Cohen Portfolio
Invests via Breakout Capital Partners LP | Managed by Ruchir Sharma, Steven Quattry, Swanand Kelkar
Invests via Breakout Capital Partners LP
Managed by Ruchir Sharma, Steven Quattry, Swanand Kelkar
Automatically Tracked
Sherri Cohen Profile
Sherri Cohen is an influential operating executive recognized for her extensive leadership within the technology sector. With a career spanning over two decades, she has spearheaded numerous transformative initiatives that have propelled businesses into new growth phases. Her strategic acumen is evident in her track record of optimizing operations and fostering innovative product development across multiple companies. By nurturing high-performing teams and leveraging advanced technologies, she plays a crucial role in enhancing market competitiveness and driving organizational success. In addition to her operational prowess, Sherri's insights contribute significantly to discussions on digital transformation in the corporate landscape.
Sherri Cohen is an influential operating executive recognized for her extensive leadership within the technology sector. With a career spanning over two decades, she has spearheaded numerous transformative initiatives that have propelled businesses into new growth phases. Her strategic acumen is evident in her track record of optimizing operations and fostering innovative product development across multiple companies. By nurturing high-performing teams and leveraging advanced technologies, she plays a crucial role in enhancing market competitiveness and driving organizational success. In addition to her operational prowess, Sherri's insights contribute significantly to discussions on digital transformation in the corporate landscape.
Investment Philosophy & Strategy
Through a focus on innovation, Sherri Cohen seeks to identify and harness disruptive technologies that reshape industry standards. Her extensive experience in technology leadership equips her with a keen sense for market dynamics and competitive positioning. By promoting agile methodologies and fostering collaborative environments, she empowers teams to deliver forward-thinking solutions that meet evolving consumer demands. In this fast-paced landscape, prioritizing operational excellence is vital; thus, strategic improvements are central to her initiatives aimed at creating scalable business models. Sherri's unique perspective is instrumental in navigating the complexities of digital transformation while driving sustained growth.
Through a focus on innovation, Sherri Cohen seeks to identify and harness disruptive technologies that reshape industry standards. Her extensive experience in technology leadership equips her with a keen sense for market dynamics and competitive positioning. By promoting agile methodologies and fostering collaborative environments, she empowers teams to deliver forward-thinking solutions that meet evolving consumer demands. In this fast-paced landscape, prioritizing operational excellence is vital; thus, strategic improvements are central to her initiatives aimed at creating scalable business models. Sherri's unique perspective is instrumental in navigating the complexities of digital transformation while driving sustained growth.
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:
-10.13%
Gain -0.75%
Monthly
-0.35%
Yearly
-4.1%
Drawdown
20.17%
$169.67M
Equity
Holdings
$169.67M
Investment
$175.56M
-$13.1M
Profit -$1.12M
Realized
-$7.21M
Unrealized
-$5.88M
Dividends
$10.93M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.12M
Win %
50%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.15M
Win %
50%
This Month
Compared to last month
Gain
5.71%
Profit
$9.17M
Win %
50%
This Year
Compared to last year
Gain
-2.42%
Profit
-$4.2M
Win %
47%
Events
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Dividends
Dividend Analysis
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| Trades 41 | Longs Won 17/41 41% | Profit Factor 0.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.68M |
| Average Win $1.4M | Best Trade (Jul 20) $6.63M | Sharpe Ratio -9.51 |
| Average Loss -$1.54M | Worst Trade (Jul 19) -$9.16M | Z-Score -0.46 (35.25%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy -$319,395.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 110 | 99 | 88 | 77 | 66 | 55 | 44 | 33 | 22 | 11 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Sherri Cohen?
The largest contributions to the portfolio's profits come from the following stocks: Petrobras S.A. Sponsored ADR - $5.05M, Credicorp Ltd - $2.08M, iShares MSCI Chile ETF - $1.62M, Itaú Unibanco Holding S.A. Sponsored Preferred ADR - $1.07M, and iShares MSCI Malaysia ETF - $1.05M. 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: PDD Holdings Inc. American Depositary Shares - $3.77M, JSC Kaspi.kz American Depositary Receipt - $3.55M, and VanEck Vietnam ETF - $2.69M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherri Cohen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.93M earned over time. The largest contributors to dividend income include Petrobras S.A. Sponsored ADR - $5.05M, KraneShares CSI China Internet ETF - $1.64M, iShares MSCI Malaysia ETF - $1.04M, Itaú Unibanco Holding S.A. Sponsored Preferred ADR - $993,593.92, and iShares MSCI Chile ETF - $859,786.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherri Cohen's monthly returns?
Sherri Cohen'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 Sherri Cohen's strategy be considered aggressive or moderate?
Sherri Cohen's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sherri Cohen's strategy?
Sherri Cohen'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.
