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
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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:
25.74%
Gain -0.65%
Monthly
1.23%
Yearly
15.86%
Drawdown
18.45%
$109.55M
Equity
Holdings
$109.55M
Investment
$89.14M
$23.92M
Profit -$717,940.39
Realized
$3.52M
Unrealized
$20.41M
Dividends
$1.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$717,940.39
Win %
59%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$719,092.61
Win %
59%
This Month
Compared to last month
Gain
-4.31%
Profit
-$4.93M
Win %
59%
This Year
Compared to last year
Gain
11.23%
Profit
$11.06M
Win %
61%
INTC Intel Corporation
+3.16%
+$81,006 
MU Micron Technology, Inc.
+2.95%
+$19,805.3 
MSFT Microsoft Corp.
+1.6%
+$88,477.2 
ICE Intercontinental Exchange, Inc.
+1.41%
+$22,327.98 
WDAY Workday Inc.
+1.31%
+$6,779.2 
GOOG Alphabet Inc
+1.29%
+$11,809.74 
NOW ServiceNow, Inc.
+1.22%
+$9,434.88 
MELI MercadoLibre, Inc.
+1.2%
+$7,491.68 
GOOGL Alphabet Inc
+1.17%
+$79,694.67 
NXPI NXP Semiconductors N.V.
+1.15%
+$32,087.64 
V Visa Inc. Class A
+0.74%
+$22,354.64 
SCHW Charles Schwab Corporation
+0.71%
+$12,478.32 
NVT nVent Electric plc
+0.5%
+$8,701 
FLEX Flex Ltd.
+0.49%
+$22,944.51 
TJX The TJX Companies, Inc.
+0.44%
+$15,419.68 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$6,107.76 
SYK Stryker Corporation
+0.24%
+$4,005.91 
DSI iShares MSCI KLD 400 Social ETF
+0.09%
+$238.8 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$101.25 
BSX Boston Scientific Corporation
+0.03%
+$111.75 
COO The Cooper Companies, Inc.
+0.01%
+$98.62 
NYT New York Times Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-10.35%
-$129,620.4 
DHI D.R. Horton, Inc.
-3.33%
-$74,665.14 
GSK GSK plc Sponsored ADR
-2.84%
-$29,849.82 
FSLR First Solar, Inc.
-2.61%
-$43,604.05 
WAT Waters Corporation
-2.52%
-$73,781.75 
AAPL Apple Inc.
-2.48%
-$213,487.7 
AZN AstraZeneca PLC American Depositary Shares
-2.32%
-$34,582.24 
NFLX Netflix, Inc.
-2.2%
-$36,262.64 
DE Deere & Company
-1.95%
-$43,323.77 
XYL Xylem Inc.
-1.84%
-$44,314.08 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.83%
-$29,611.41 
PLD Prologis Inc.
-1.65%
-$32,967.09 
DIS The Walt Disney Company
-1.54%
-$28,992 
AWK American Water Works Company, Inc.
-1.45%
-$14,550.97 
VRTX Vertex Pharmaceuticals Incorporated
-1.41%
-$10,470.39 
NXT Nextracker Inc.
-1.27%
-$33,297.11 
LEVI Levi Strauss & Co.
-1.27%
-$15,880.06 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$4,402.2 
AVY Avery Dennison Corporation
-1.1%
-$13,078.6 
ADBE Adobe Inc.
-0.9%
-$10,771.41 
COST Costco Wholesale Corporation
-0.88%
-$25,773.87 
AMAL Amalgamated Financial Corp.
-0.87%
-$27,431.08 
DHR Danaher Corporation
-0.86%
-$14,717.5 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$21,001.31 
TT Trane Technologies plc
-0.62%
-$21,609.9 
GLW Corning Incorporated
-0.57%
-$21,130.56 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.36%
-$5,073 
WTW Willis Towers Watson Public Limited Company
-0.32%
-$5,158.23 
SPGI S&P Global Inc.
-0.26%
-$5,029.83 
AVB AvalonBay Communities, Inc.
-0.25%
-$1,914.72 
LIN Linde plc
-0.22%
-$5,324.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$617.39 
APTV Aptiv PLC
-0.02%
-$210.13 Events
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Dividends
Dividend Analysis
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| Trades 324 | Longs Won 195/324 60% | Profit Factor 4.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $361,596.63 |
| Average Win $161,760.06 | Best Trade (Jul 21) $3.12M | Sharpe Ratio -10.17 |
| Average Loss -$59,060.46 | Worst Trade (Jul 23) -$779,219.42 | Z-Score 0.95 (66.03%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $73,840.78 |
| 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 | 1,855 | 1,670 | 1,484 | 1,299 | 1,113 | 928 | 742 | 557 | 371 | 186 |
Hover over the desired column for a detailed explanation.
Returns
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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 Lisa Cooper?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $989,861.85, Alphabet Inc - $762,109.93, Flex Ltd - $635,396.7, Hannon Armstrong Sustainable Infrastructure Capital Inc - $394,675.92, and AZN - $340,405.23. 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: General Mills, Inc - $263,527.72, Merck & Co., Inc - $214,554.57, Adobe Inc - $130,034.51, The Cooper Companies, Inc - $107,215.17, and Workday Inc - $92,242.71. 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 $1.71M earned over time. The largest contributors to dividend income include Hannon Armstrong Sustainable Infrastructure Capital Inc - $179,673.82, Prologis Inc - $100,476.63, Taiwan Semiconductor Manufacturing Company Limited - $90,238.82, NXP Semiconductors N.V - $87,721.15, and Microsoft Corp - $76,401.06. 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.
