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

Tracking: 0 Updated: Jun 12 at 08:10 PM

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.

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.

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:

30.96%

Gain +0.26%

Monthly

1.56%

Yearly

20.5%

Drawdown

19.86%

$117.61M

Equity

Holdings

$117.61M

Investment

$91.21M

$30.87M

Profit +$335,122.86

Realized

$4.47M

Unrealized

$26.39M

Dividends

$1.54M

Goals

Avg. 92% completed goals

Yearly

Gain > 5%

2026

84%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.26%

Profit

$335,122.86

Win %

55%

This Week

Compared To Last Week

Gain

-1.4%

Profit

-$1.67M

Win %

55%

This Month

Compared to last month

Gain

-1.02%

Profit

-$1.21M

Win %

55%

This Year

Compared to last year

Gain

4.18%

Profit

$4.77M

Win %

59%

Gainers
Losers

INTC Intel Corporation

+6.48%

+$204,675.16

SCHW Charles Schwab Corporation

+2.73%

+$41,941.02

HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.

+2.57%

+$40,321.92

SYK Stryker Corporation

+2.11%

+$32,965.33

NXT Nextracker Inc.

+1.84%

+$55,706.2

GLW Corning Incorporated

+1.62%

+$68,674.32

LIN Linde plc

+1.58%

+$38,479.29

PNC The PNC Financial Services Group, Inc.

+1.58%

+$5,092.2

DE Deere & Company

+1.55%

+$32,831.76

HDB HDFC Bank Limited ADR

+1.53%

+$17,330.2

AWK American Water Works Company, Inc.

+1.5%

+$13,808.64

AVB AvalonBay Communities, Inc.

+1.44%

+$10,610.74

SPGI S&P Global Inc.

+1.36%

+$24,246.36

AMAL Amalgamated Financial Corp.

+1.25%

+$36,354.45

ICE Intercontinental Exchange, Inc.

+1.11%

+$17,454.36

PLD Prologis Inc.

+1.06%

+$20,821.32

V Visa Inc. Class A

+1.03%

+$27,607.14

XYL Xylem Inc.

+0.91%

+$19,411.92

DSI iShares MSCI KLD 400 Social ETF

+0.81%

+$2,268.61

NXPI NXP Semiconductors N.V.

+0.76%

+$24,144.12

NVT nVent Electric plc

+0.73%

+$13,673

COST Costco Wholesale Corporation

+0.72%

+$21,850.74

WTW Willis Towers Watson Public Limited Company

+0.71%

+$9,987.52

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,507.5

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$31,030.23

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$3,498.45

GOOGL Alphabet Inc

+0.56%

+$39,162.2

GOOG Alphabet Inc

+0.46%

+$4,332.88

GSK GSK plc Sponsored ADR

+0.31%

+$3,350.49

AVY Avery Dennison Corporation

+0.31%

+$3,620.61

WDAY Workday Inc.

+0.21%

+$963.36

DMXF iShares ESG Advanced MSCI EAFE Index Fund

+0.2%

+$2,883.16

APTV Aptiv PLC

+0.13%

+$1,891.17

MSFT Microsoft Corp.

+0.1%

+$5,617.6

TJX The TJX Companies, Inc.

+0.05%

+$1,814.08

AZN

COO

ADBE Adobe Inc.

-6.71%

-$74,287.33

SONY Sony Group Corporation - Sponsored American Depositary Receipt

-2.88%

-$43,832.16

ASML ASML Holding N.V. New York Registry Shares

-1.89%

-$58,997.06

AAPL Apple Inc.

-1.52%

-$116,307

FLEX Flex Ltd.

-1.5%

-$88,666.92

MU Micron Technology, Inc.

-1.43%

-$11,265.4

FSLR First Solar, Inc.

-1.42%

-$30,436.1

MELI MercadoLibre, Inc.

-1.27%

-$7,038

WAT Waters Corporation

-1.23%

-$35,107.75

NFLX Netflix, Inc.

-1.14%

-$22,187.01

NYT New York Times Co.

-1.1%

-$8,911.29

LEVI Levi Strauss & Co.

-0.93%

-$11,525.85

NOW ServiceNow, Inc.

-0.84%

-$6,514.57

BSX Boston Scientific Corporation

-0.58%

-$2,048.75

TT Trane Technologies plc

-0.42%

-$14,258.84

DHR Danaher Corporation

-0.36%

-$5,466.42

DIS The Walt Disney Company

-0.3%

-$5,895.04

DHI D.R. Horton, Inc.

-0.21%

-$4,947.69

VRTX Vertex Pharmaceuticals Incorporated

-0.03%

-$176.29

Events

Dividends

Dividend Analysis

No Data

Trades 324	Longs Won 193/324 59%	Profit Factor 5.26
Profitability	Shorts Won 0/0 0%	Standard Deviation $431,698.16
Average Win $197,475.9	Best Trade (Jun 12) $3.83M	Sharpe Ratio -246.11
Average Loss -$55,322.22	Worst Trade (Jun 12) -$838,094.72	Z-Score 1.55 (87.93%)
Commissions $0	Avg. Trade Length 9m 3w 5d	Expectancy $95,264.32

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	2,128	1,915	1,702	1,489	1,277	1,064	851	638	426	213