Colleen Wysong Portfolio
Invests via Koesten, Hirschmann & Crabtree Inc. | Managed by Koesten, Hirschmann & Crabtree Inc. (dba Aspyre Wealth Partners), Lucas Bucl
Invests via Koesten, Hirschmann & Crabtree Inc.
Managed by Koesten, Hirschmann & Crabtree Inc. (dba Aspyre Wealth Partners), Lucas Bucl
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Colleen Wysong Profile
With a strong foundation in operational leadership, Colleen Wysong is a dynamic force in the technology sector. She has cultivated extensive expertise through her management roles in growth-focused firms, driving transformative strategies that enhance organizational effectiveness and market impact. Recognized for her collaborative approach and strategic insight, she plays a pivotal role in advancing innovative solutions within competitive environments. Her track record of successfully navigating complex challenges underscores her value as both an entrepreneur and executive leader. Through engagements with high-growth startups, she remains deeply influential across the investment landscape.
With a strong foundation in operational leadership, Colleen Wysong is a dynamic force in the technology sector. She has cultivated extensive expertise through her management roles in growth-focused firms, driving transformative strategies that enhance organizational effectiveness and market impact. Recognized for her collaborative approach and strategic insight, she plays a pivotal role in advancing innovative solutions within competitive environments. Her track record of successfully navigating complex challenges underscores her value as both an entrepreneur and executive leader. Through engagements with high-growth startups, she remains deeply influential across the investment landscape.
Investment Philosophy & Strategy
With a sharp focus on innovation, Colleen Wysong seeks to identify and invest in disruptive technology solutions that promise long-term growth. Her leadership experience enhances her ability to assess emerging trends and recognize opportunities within rapidly evolving markets. By leveraging her operational expertise, she aims to optimize investments in high-potential startups, ensuring they possess both scalability and robust business models. Furthermore, her entrepreneurial spirit drives an exploration of unconventional strategies aimed at unlocking value where traditional metrics may falter.
With a sharp focus on innovation, Colleen Wysong seeks to identify and invest in disruptive technology solutions that promise long-term growth. Her leadership experience enhances her ability to assess emerging trends and recognize opportunities within rapidly evolving markets. By leveraging her operational expertise, she aims to optimize investments in high-potential startups, ensuring they possess both scalability and robust business models. Furthermore, her entrepreneurial spirit drives an exploration of unconventional strategies aimed at unlocking value where traditional metrics may falter.
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:
75.83%
Gain +0.58%
Monthly
1.39%
Yearly
18.05%
Drawdown
18.5%
$243.35M
Equity
Holdings
$243.35M
Investment
$152.52M
$100.62M
Profit +$1.13M
Realized
$9.79M
Unrealized
$90.83M
Dividends
$10.74M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$1.13M
Win %
68%
This Week
Compared To Last Week
Gain
0.79%
Profit
$1.91M
Win %
68%
This Month
Compared to last month
Gain
0.4%
Profit
$975,794.71
Win %
68%
This Year
Compared to last year
Gain
1.28%
Profit
$3.06M
Win %
72%
DELL Dell Technologies Inc.
+5.43%
+$30,159.9 
AVGO Broadcom Inc.
+3.74%
+$9,539.7 
ADTN Adtran Holdings, Inc.
+2.24%
+$13,576.64 
MSFT Microsoft Corp.
+1.58%
+$9,276.29 
PG Procter & Gamble Co
+1.2%
+$5,100.64 
CL Colgate-Palmolive Company
+0.93%
+$2,140.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.87%
+$4,480.52 
TSLA Tesla, Inc.
+0.8%
+$2,784.24 
WMT Walmart Inc.
+0.78%
+$1,743.32 
PEP PepsiCo, Inc.
+0.76%
+$1,994.05 
USRT iShares Core U.S. REIT ETF
+0.73%
+$2,182.95 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$8,370 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.68%
+$1,310.32 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$1,931.99 
VTHR Vanguard Russell 3000 ETF
+0.68%
+$1,411.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$1,552.65 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$162,874.14 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.67%
+$296,019.6 
IVV iShares Core S&P 500 ETF
+0.66%
+$32,322.84 
COST Costco Wholesale Corporation
+0.6%
+$2,346.32 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$10,261.65 
SCHM Schwab U.S. Mid-Cap ETF
+0.52%
+$13,283.82 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.48%
+$1,598.03 
IUSV iShares Core S&P U.S. Value ETF
+0.47%
+$2,232.88 
IVE ISHARES S&P 500 VALUE ETF
+0.42%
+$2,209.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.42%
+$228,775.45 
UMBF UMB Financial Corporation
+0.4%
+$2,641.86 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$72,082.01 
VB Vanguard Small-Cap ETF
+0.37%
+$101,121.48 
SCHF Schwab International Equity ETF
+0.34%
+$90,041.66 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.32%
+$753 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$2,971.12 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$12,231.71 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
+0.26%
+$753.3 
LLY Eli Lilly and Company
+0.25%
+$1,249.92 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.21%
+$1,010.9 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.21%
+$769.25 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.2%
+$559.38 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.2%
+$1,363.88 
NFLX Netflix, Inc.
+0.19%
+$953.16 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.16%
+$699.05 
AAPL Apple Inc.
+0.15%
+$4,232.53 
MU Micron Technology, Inc.
+0.14%
+$318.61 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.12%
+$259.62 
JKHY Jack Henry & Associates, Inc.
+0.08%
+$197.23 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$288.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$197.09 
SCHE Schwab Emerging Markets Equity ETF
+0.01%
+$476.18 
Events
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Dividends
Dividend Analysis
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| Trades 1267 | Longs Won 910/1267 71% | Profit Factor 73.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $876,609.51 |
| Average Win $112,094.13 | Best Trade (Sep 04) $23.19M | Sharpe Ratio -21.12 |
| Average Loss -$3,880.64 | Worst Trade (Oct 01) -$520,042.5 | Z-Score -2.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $79,416.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.51% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,638 | $1.15M | $2.88M | - | $1.73M | 149.93% | +0.147% |
| ADTN Adtran Holdings, Inc. | 84,854 | $1.24M | $620,282.74 | - | -$620,336.95 | -50% | +2.238% |
 AVEM Avantis Emerging Markets Equity ETF | 47,256 | $3.89M | $4.56M | - | $668,512.39 | 17.17% | -0.124% |
| AVGO Broadcom Inc. | 703 | $98,367.79 | $264,384.24 | - | $166,016.45 | 168.77% | +3.743% |
| CL Colgate-Palmolive Company | 2,659 | $209,502.65 | $231,319.7 | - | $21,817.05 | 10.41% | +0.934% |
| COST Costco Wholesale Corporation | 422 | $308,626.02 | $392,071.76 | - | $83,445.74 | 27.04% | +0.602% |
| DELL Dell Technologies Inc. | 1,006 | $434,049 | $585,763.62 | - | $151,714.62 | 34.95% | +5.428% |
| FNDB Schwab Fundamental U.S. Broad Market ETF | 7,530 | $132,076.2 | $234,258.3 | - | $102,182.1 | 77.37% | +0.322% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.69M | $31.04M | $54.2M | - | $23.17M | 74.64% | +0.424% |
| IBCA iShares iBonds Dec 2035 Term Corporate ETF | 20,218 | $517,783 | $485,636.36 | - | -$32,146.64 | -6.21% | +0.209% |
| IBCB iShares iBonds Dec 2036 Term Corporate ETF | 12,555 | $315,884 | $296,172.45 | - | -$19,711.55 | -6.24% | +0.255% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 13,139 | $331,760 | $327,489.57 | - | -$4,270.43 | -1.29% | +0.06% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 19,229 | $445,344 | $435,825.28 | - | -$9,518.72 | -2.14% | +0.066% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 10,385 | $226,393 | $219,279.27 | - | -$7,113.73 | -3.14% | +0.119% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 34,097 | $707,545.37 | $683,644.85 | - | -$23,900.52 | -3.38% | +0.2% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 15,385 | $387,699.64 | $370,163.1 | - | -$17,536.54 | -4.52% | +0.208% |
| IBDY iShares iBonds Dec 2033 Term Corporate ETF | 11,210 | $291,817.3 | $274,195.48 | - | -$17,621.82 | -6.04% | +0.204% |
| IBDZ iShares iBonds Dec 2034 Term Corporate ETF | 17,520 | $457,397.78 | $430,464.65 | - | -$26,933.13 | -5.89% | +0.163% |
| IEFA iShares Core MSCI EAFE ETF | 187,226 | $13.19M | $18.26M | - | $5.07M | 38.45% | +0.396% |
 IEMG iShares Core MSCI Emerging Markets ETF | 54,336 | $2.61M | $4.53M | - | $1.92M | 73.62% | -0.197% |
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FAQ
Which stocks have generated the highest profits for Colleen Wysong?
The largest contributions to the portfolio's profits come from the following stocks: Schwab Fundamental U.S. Large Company Index ETF - $4.19M, Schwab International Equity ETF - $2.66M, Schwab U.S. Large-Cap ETF - $2.27M, Vanguard Large-Cap Index Fund ETF Shares - $1.92M, and iShares Core MSCI EAFE ETF - $1.73M. 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: Bristol-Myers Squibb Company - $27,221.17, Pfizer Inc - $26,230.46, Principal Financial Group, Inc - $9,922.91, The Cigna Group - $7,727.82, and Jack Henry & Associates, Inc - $6,249.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Colleen Wysong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.74M earned over time. The largest contributors to dividend income include Schwab Fundamental U.S. Large Company Index ETF - $2.16M, Schwab International Equity ETF - $2.05M, iShares Core MSCI EAFE ETF - $1.44M, Vanguard Large-Cap Index Fund ETF Shares - $1.29M, and Vanguard Small-Cap ETF - $862,039.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Colleen Wysong's monthly returns?
Colleen Wysong'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 Colleen Wysong's strategy be considered aggressive or moderate?
Colleen Wysong'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 Colleen Wysong's strategy?
Colleen Wysong'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.
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