Lisa Cooper Portfolio
Invests via Figure 8 Investment Strategies LLC | Managed by Lisa M. Cooper, Ahmed Aljuboori, Travis Stright
Invests via Figure 8 Investment Strategies LLC
Managed by Lisa M. Cooper, Ahmed Aljuboori, Travis Stright
Automatically Tracked
Lisa Cooper Profile
With a robust background in venture capital and innovation, Lisa Cooper has played a pivotal role in identifying and nurturing early-stage technology startups. Her experience encompasses leading cross-functional teams to support the commercialization of disruptive technologies across various sectors. Having successfully launched multiple products that redefine market landscapes, she is recognized for her exceptional ability to align entrepreneurial vision with investment potential. As a driving force within emerging tech communities, she leverages her expertise to advise young companies on strategic growth initiatives while cultivating partnerships with key industry players. This unique blend of operational insight and investment acumen positions her as a valuable asset within the startup ecosystem.
With a robust background in venture capital and innovation, Lisa Cooper has played a pivotal role in identifying and nurturing early-stage technology startups. Her experience encompasses leading cross-functional teams to support the commercialization of disruptive technologies across various sectors. Having successfully launched multiple products that redefine market landscapes, she is recognized for her exceptional ability to align entrepreneurial vision with investment potential. As a driving force within emerging tech communities, she leverages her expertise to advise young companies on strategic growth initiatives while cultivating partnerships with key industry players. This unique blend of operational insight and investment acumen positions her as a valuable asset within the startup ecosystem.
Investment Philosophy & Strategy
Innovation takes center stage as Lisa Cooper navigates the venture landscape. Her approach emphasizes fostering groundbreaking ideas that can reshape industries while also ensuring that they meet market demands. By evaluating startups through a lens of scalability and disruption, she identifies those with the potential for substantial impact and growth. Strong collaboration with emerging companies enables her to share vital insights on operational strategies, further enhancing their capacity for success. Coupled with her ability to forge influential connections across sectors, this entrepreneurial mindset equips her portfolio investments for long-term viability in an ever-evolving marketplace.
Innovation takes center stage as Lisa Cooper navigates the venture landscape. Her approach emphasizes fostering groundbreaking ideas that can reshape industries while also ensuring that they meet market demands. By evaluating startups through a lens of scalability and disruption, she identifies those with the potential for substantial impact and growth. Strong collaboration with emerging companies enables her to share vital insights on operational strategies, further enhancing their capacity for success. Coupled with her ability to forge influential connections across sectors, this entrepreneurial mindset equips her portfolio investments for long-term viability in an ever-evolving marketplace.
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:
27.56%
Gain -0.47%
Monthly
1.2%
Yearly
15.44%
Drawdown
18.78%
$109.64M
Equity
Holdings
$109.64M
Investment
$89.47M
$25.66M
Profit -$506,561.33
Realized
$5.49M
Unrealized
$20.17M
Dividends
$1.77M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$506,561.33
Win %
60%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.09M
Win %
60%
This Month
Compared to last month
Gain
-1.04%
Profit
-$1.16M
Win %
60%
This Year
Compared to last year
Gain
-2.91%
Profit
-$3.29M
Win %
60%
APTV Aptiv PLC
+7.02%
+$73,573.5 
NOW ServiceNow, Inc.
+6.42%
+$142,964.58 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+6.38%
+$105,481.2 
WDAY Workday Inc.
+5.52%
+$61,767.33 
GLW Corning Incorporated
+5.41%
+$155,431 
NXT Nextracker Inc.
+4.91%
+$103,299.21 
DHI D.R. Horton, Inc.
+3.47%
+$74,640.65 
NXPI NXP Semiconductors N.V.
+3.42%
+$83,677.47 
VGNT Versigent plc
+2.99%
+$20,870.37 
VRTX Vertex Pharmaceuticals Incorporated
+2.49%
+$21,383.05 
FSLR First Solar, Inc.
+2.42%
+$47,800.1 
DHR Danaher Corporation
+2.39%
+$31,065.16 
ASML ASML Holding N.V. New York Registry Shares
+2.15%
+$59,910.3 
ADBE Adobe Inc.
+1.91%
+$18,905.88 
INTC Intel Corporation
+1.84%
+$36,343.68 
AVY Avery Dennison Corporation
+1.83%
+$23,101.84 
WAT Waters Corporation
+1.79%
+$56,606.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.56%
+$25,402.68 
GSK GSK plc Sponsored ADR
+1.51%
+$30,561.94 
WTW Willis Towers Watson Public Limited Company
+1.42%
+$23,780.64 
COO The Cooper Companies, Inc.
+1.24%
+$7,942.48 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.05%
+$17,012.56 
DE Deere & Company
+0.97%
+$22,486.42 
JNJ Johnson & Johnson
+0.88%
+$1,807.98 
NVT nVent Electric plc
+0.85%
+$15,762.6 
TT Trane Technologies plc
+0.76%
+$27,013.65 
PLD Prologis Inc.
+0.73%
+$13,635.36 
SPGI S&P Global Inc.
+0.73%
+$12,018.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$4,289.92 
DSI iShares MSCI KLD 400 Social ETF
+0.62%
+$1,810.92 
NFLX Netflix, Inc.
+0.61%
+$10,969.65 
AVB AvalonBay Communities, Inc.
+0.54%
+$4,230 
SYK Stryker Corporation
+0.47%
+$7,971.24 
LEVI Levi Strauss & Co.
+0.45%
+$5,726.16 
ICE Intercontinental Exchange, Inc.
+0.37%
+$4,879.6 
AWK American Water Works Company, Inc.
+0.36%
+$3,326.54 
AAPL Apple Inc.
+0.29%
+$23,346.84 
DIS The Walt Disney Company
+0.22%
+$4,296.4 
AZN AstraZeneca PLC American Depositary Shares
+0.22%
+$3,191.94 
MSFT Microsoft Corp.
+0.03%
+$1,833.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
V Visa Inc. Class A
-2.15%
-$85,565.92 
NYT New York Times Co.
-1.9%
-$13,933.44 
FLEX Flex Ltd.
-1.06%
-$40,931.8 
GOOGL Alphabet Inc
-0.96%
-$67,899.65 
GOOG Alphabet Inc
-0.88%
-$7,503.3 
AMAL Amalgamated Financial Corp.
-0.7%
-$23,557.8 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$1,264.5 
MELI MercadoLibre, Inc.
-0.51%
-$7,410.81 
MU Micron Technology, Inc.
-0.44%
-$2,297.08 
TJX The TJX Companies, Inc.
-0.43%
-$15,733.86 
XYL Xylem Inc.
-0.36%
-$7,905.48 
COST Costco Wholesale Corporation
-0.14%
-$4,099.09 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$267.79 
SCHW Charles Schwab Corporation
-0.06%
-$1,181.58 
LIN Linde plc
-0.03%
-$617.15 Events
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Dividends
Dividend Analysis
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| Trades 377 | Longs Won 226/377 59% | Profit Factor 4.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,699.31 |
| Average Win $147,598.78 | Best Trade (Aug 08) $3.16M | Sharpe Ratio -9.56 |
| Average Loss -$50,983.16 | Worst Trade (Aug 28) -$584,308.48 | Z-Score -1.45 (85.83%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $68,060.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,151 | 1,935 | 1,720 | 1,505 | 1,290 | 1,075 | 860 | 645 | 430 | 215 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,377 | $6.35M | $7.95M | - | $1.6M | 25.12% | +0.294% |
| ADBE Adobe Inc. | 3,804 | $1.55M | $1.01M | - | -$543,224.12 | -35% | +1.91% |
| AMAL Amalgamated Financial Corp. | 67,308 | $2.25M | $3.35M | - | $1.1M | 49.09% | -0.698% |
| APTV Aptiv PLC | 22,638 | $1.37M | $1.12M | - | -$249,143.41 | -18.17% | +7.019% |
| ASML ASML Holding N.V. New York Registry Shares | 1,636 | $1.13M | $2.85M | - | $1.72M | 151.7% | +2.149% |
| AVB AvalonBay Communities, Inc. | 4,230 | $901,593.24 | $793,336.5 | - | -$108,256.74 | -12.01% | +0.536% |
| AVY Avery Dennison Corporation | 7,242 | $1.35M | $1.28M | - | -$71,073.43 | -5.25% | +1.833% |
| AWK American Water Works Company, Inc. | 6,789 | $845,505.95 | $918,619.59 | - | $73,113.64 | 8.65% | +0.363% |
| AZN AstraZeneca PLC American Depositary Shares | 9,120 | $1.8M | $1.47M | - | -$324,231.35 | -18.05% | +0.217% |
| BRK-B Berkshire Hathaway Inc. | 450 | $226,233 | $234,810 | - | $8,577 | 3.79% | -0.536% |
| COO The Cooper Companies, Inc. | 8,728 | $799,363.17 | $647,879.44 | - | -$151,483.73 | -18.95% | +1.241% |
| COST Costco Wholesale Corporation | 3,082 | $2.82M | $2.92M | - | $97,078.13 | 3.44% | -0.14% |
| DE Deere & Company | 3,754 | $1.6M | $2.33M | - | $731,265.56 | 45.72% | +0.974% |
| DHI D.R. Horton, Inc. | 14,722 | $2M | $2.22M | - | $227,198.88 | 11.38% | +3.472% |
| DHR Danaher Corporation | 6,499 | $1.47M | $1.33M | - | -$142,561.93 | -9.68% | +2.39% |
| DIS The Walt Disney Company | 18,680 | $1.97M | $1.96M | - | -$7,094.38 | -0.36% | +0.22% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 18,840 | $1.43M | $1.64M | - | $211,959.91 | 14.83% | +1.048% |
| DSI iShares MSCI KLD 400 Social ETF | 1,990 | $219,397.97 | $293,166.82 | - | $73,768.85 | 33.62% | +0.622% |
| FLEX Flex Ltd. | 31,486 | $1.18M | $3.82M | - | $2.64M | 223.48% | -1.06% |
| FSLR First Solar, Inc. | 8,088 | $1.41M | $2.02M | - | $615,009.18 | 43.7% | +2.421% |
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FAQ
Which stocks have generated the highest profits for Lisa Cooper?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $2.18M, Flex Ltd - $1.55M, Intel Corporation - $947,507.73, Alphabet Inc - $766,439.75, and Nextracker Inc - $426,440.11. 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: Adobe Inc - $430,328.39, HDFC Bank Limited ADR - $352,357.1, Ameresco Inc - $343,493.52, General Mills, Inc - $263,527.72, and Boston Scientific Corporation - $237,327.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lisa Cooper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.77M earned over time. The largest contributors to dividend income include Hannon Armstrong Sustainable Infrastructure Capital Inc - $148,460.62, Taiwan Semiconductor Manufacturing Company Limited - $111,048.62, Prologis Inc - $100,476.63, Microsoft Corp - $89,236.61, and Amalgamated Financial Corp - $83,601.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lisa Cooper's monthly returns?
Lisa Cooper'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 Lisa Cooper's strategy be considered aggressive or moderate?
Lisa Cooper'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 Lisa Cooper's strategy?
Lisa Cooper'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.
