Teresa Coleman

Teresa Coleman Portfolio

Invests via Creekside Partners | Managed by Teresa Coleman
Invests via Creekside Partners
Managed by Teresa Coleman
Automatically Tracked
Tracking: 0 Updated: 5 hours ago
Teresa Coleman Profile

A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.

A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.

Investment Philosophy & Strategy

Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.

Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.

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:
40.05%
Gain -0.5%
Monthly
1.3%
Yearly
16.77%
Drawdown
17.01%
$278.86M
Equity
Holdings
$278.86M
Investment
$209.6M
$71.02M
Profit -$1.23M
Realized
$1.76M
Unrealized
$69.26M
Dividends
$9.71M

Goals

Avg. 60% completed goals
Yearly
Gain > 5%
2026
20%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.23M
Win %
82%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.91M
Win %
82%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.23M
Win %
82%
This Year
Compared to last year
Gain
1.01%
Profit
$2.79M
Win %
82%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$318,441.99
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$72,539.26
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$127,315.02
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$11,880.95
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$77,838.24
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$77,873.08
Everpure Inc. logo
P Everpure Inc.
+2.81%
+$5,422.71
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$39,834.76
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$36,982.17
Public Storage Common Stock logo
PSA Public Storage Common Stock
+2.12%
+$8,467.2
BlackRock Resources & Commodities Strategy Trust logo
BCX BlackRock Resources & Commodities Strategy Trust
+1.86%
+$3,332.12
Oracle Corporation logo
ORCL Oracle Corporation
+1.81%
+$6,437.97
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$35,006.13
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+1.43%
+$6,210.5
Quanta Services Inc. logo
PWR Quanta Services Inc.
+1.43%
+$2,645.16
General Electric Company logo
GE General Electric Company
+1.42%
+$4,285.56
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$44,813.28
Calamos Convertible Opportunities and Income Fund logo
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$35,678.4
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$9,727.74
iShares Global 100 ETF logo
IOO iShares Global 100 ETF
+1.15%
+$21,640.01
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$5,355.87
Okta Inc. logo
OKTA Okta Inc.
+1.07%
+$3,898.79
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1%
+$6,054.58
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$39,294.64
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.92%
+$2,136.01
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$39,071.03
DoubleLine Yield Opportunities Fund logo
DLY DoubleLine Yield Opportunities Fund
+0.86%
+$12,189.12
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.86%
+$6,520.67
ROBO Global Robotics & Automation Index ETF logo
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$4,766.38
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.85%
+$1,745.1
McDonald's Corporation logo
MCD McDonald's Corporation
+0.82%
+$5,222.82
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,101.98
iShares US Power Infrastructure ETF logo
POWR iShares US Power Infrastructure ETF
+0.77%
+$4,999.98
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$11,049.43
State Street Corp logo
STT State Street Corp
+0.73%
+$2,256.54
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,436.95
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,286.63
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$11,668.96
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.7%
+$15,796.59
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,796.02
California BanCorp logo
BCAL California BanCorp
+0.66%
+$1,797.46
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$7,959.38
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,193.8
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$31,975.29
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,416.14
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$54,162
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$26,058.08
Park National Corporation logo
PRK Park National Corporation
+0.48%
+$3,740
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.46%
+$1,523.67
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,303.91
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$888.72
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$4,452.48
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.37%
+$1,997.04
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,993.92
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$796.62
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.32%
+$831.91
iShares MSCI ACWI Low Carbon Target ETF logo
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$672.59
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$2,980.74
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
+0.26%
+$7,733.42
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$6,779.34
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$925.04
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$3,902.39
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$561.9
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$589.21
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,763.7
U.S. Bancorp logo
USB U.S. Bancorp
+0.17%
+$837.53
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+0.16%
+$471.5
SPDR Global Dow ETF logo
DGT SPDR Global Dow ETF
+0.14%
+$458.12
SPDR S&P 600 Small Cap Value ETF logo
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$501.9
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$448.08
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$783.38
SPDR Euro Stoxx 50 ETF logo
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$626.29
Invesco Dow Jones Industrial Average Dividend ETF logo
DJD Invesco Dow Jones Industrial Average Dividend ETF
+0.09%
+$240
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,501.47
Abbott Laboratories logo
ABT Abbott Laboratories
+0.09%
+$204.03
Nuveen AMT-Free Municipal Value Fund logo
NUW Nuveen AMT-Free Municipal Value Fund
+0.07%
+$200
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$580.04
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$249.42
Clearway Energy Inc. logo
CWEN Clearway Energy Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
0%
$0
Vanguard Short-Term Inflation-Protected Securities Index Fund logo
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
0%
$0
PIMCO High Income Fund logo
PHK PIMCO High Income Fund
0%
$0
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$881,886.32
Linde plc logo
LIN Linde plc
-5.95%
-$25,448.67
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-5.9%
-$49,409.85
OR ROYALTIES INC COMMON STOCK logo
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$12,741
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.63%
-$6,619.43
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$12,487.1
Williams-Sonoma, Inc. logo
WSM Williams-Sonoma, Inc.
-2%
-$7,185.74
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
-1.87%
-$12,520.89
Aon plc logo
AON Aon plc
-1.64%
-$5,911.66
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
-1.56%
-$23,425.2
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$50,231.47
Invesco Municipal Income Opportunities Trust logo
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$1,340.28
SPDR S&P International Dividend ETF logo
DWX SPDR S&P International Dividend ETF
-1.26%
-$4,088.83
VanEck Morningstar International Moat ETF logo
MOTI VanEck Morningstar International Moat ETF
-1.26%
-$7,811.18
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-1.15%
-$6,554.9
Deere & Company logo
DE Deere & Company
-1.13%
-$6,786.39
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$6,523.92
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.08%
-$5,925.28
VanEck Morningstar SMID Moat ETF logo
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$27,934.53
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$3,717.21
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.02%
-$3,107.7
Plains All American Pipeline, L.P. logo
PAA Plains All American Pipeline, L.P.
-1.01%
-$4,375
Invesco High Yield Equity Dividend Achievers ETF logo
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$2,488.6
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
-0.76%
-$4,553.62
Schwab Fundamental International Small Company Index ETF logo
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$4,202.64
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
-0.71%
-$5,142.16
Franklin International Low Volatility High Dividend ETF logo
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,742.9
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,936.68
Pimco Dynamic Income Fund logo
PDI Pimco Dynamic Income Fund
-0.68%
-$4,444.22
iShares MSCI Canada ETF logo
EWC iShares MSCI Canada ETF
-0.67%
-$2,656.4
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$63,188.14
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.62%
-$3,799.62
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$10,589.18
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.58%
-$84,512.48
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.57%
-$2,922.6
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$20,136.21
iShares MSCI United Kingdom ETF logo
EWU iShares MSCI United Kingdom ETF
-0.56%
-$6,312.6
iShares U.S. Real Estate ETF logo
IYR iShares U.S. Real Estate ETF
-0.55%
-$4,751.39
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.54%
-$17,932.32
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$7,569.93
The Real Estate Select Sector SPDR Fund logo
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,769.93
BlackRock Credit Allocation Income Trust logo
BTZ BlackRock Credit Allocation Income Trust
-0.5%
-$967.85
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,025.64
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,184
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$1,764.48
iShares U.S. Medical Devices ETF logo
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,462.8
First Trust Dow Jones Global Select Dividend Index Fund logo
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$18,456.6
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$1,802.86
Schwab International Small-Cap Equity ETF logo
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$4,400.8
iShares MSCI Mexico ETF logo
EWW iShares MSCI Mexico ETF
-0.39%
-$2,273.4
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$41,524.86
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-0.38%
-$1,680.87
iShares MSCI Emerging Markets Minimum Volatility Factor ETF logo
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$807.03
Medtronic plc logo
MDT Medtronic plc
-0.37%
-$1,261.12
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$27,695.85
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$1,368.88
SPDR Russell 1000 Yield Focus ETF logo
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$2,514.26
iShares MSCI Global Minimum Volatility ETF logo
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$12,990.44
Loews Corporation logo
L Loews Corporation
-0.31%
-$712.8
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.3%
-$2,426.78
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
-0.28%
-$1,457.72
DoubleLine Income Solutions Fund logo
DSL DoubleLine Income Solutions Fund
-0.28%
-$744.45
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$6,470.43
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$3,174.74
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$3,923.64
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,532.1
Amplify Etho Climate Leadership U.S. ETF logo
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$1,144.54
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$16,273.17
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,511.9
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$743.27
BlackRock Corporate High Yield Fund, Inc. logo
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$1,457.8
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,935.32
Vanguard Mega Cap Value ETF logo
MGV Vanguard Mega Cap Value ETF
-0.23%
-$2,058.08
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,999.04
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.22%
-$18,819.33
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$12,235.25
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,435.22
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,515.84
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,662.9
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$957
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$14,059.68
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.18%
-$1,118.62
iShares MSCI USA Equal Weighted ETF logo
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$664.65
ProShares Russell 2000 Dividend Growers ETF logo
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$769.58
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,955.73
VanEck Preferred Securities ex Financials ETF logo
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$367.47
WisdomTree Enhanced Commodity Strategy Fund logo
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.17%
-$625.36
iShares Morningstar Small-Cap Growth ETF logo
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$1,980.7
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$369.96
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$365.04
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$596.22
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
-0.14%
-$1,641.48
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
-0.13%
-$529.8
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$771.68
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,652.96
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
-0.1%
-$298.98
Invesco Preferred ETF logo
PGX Invesco Preferred ETF
-0.09%
-$298.5
SPDR S&P 400 Mid Cap Growth ETF logo
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$438.3
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$340.41
VanEck Real Assets ETF logo
RAAX VanEck Real Assets ETF
-0.08%
-$334.32
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$234.48
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$772.65
VanEck CLO ETF logo
CLOI VanEck CLO ETF
-0.06%
-$151.71
Capital Group Core Balanced ETF logo
CGBL Capital Group Core Balanced ETF
-0.05%
-$1,154.34
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.05%
-$4,431.88
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$300.12
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$559.31
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$236.86
Target Corporation logo
TGT Target Corporation
-0.01%
-$41.82
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Dividends

Dividend Analysis

Yearly
$
Trades
1092
Longs Won
889/1092 81%
Profit Factor
37.22
Profitability
Shorts Won
0/0 0%
Standard Deviation
$286,221.15
Average Win
$82,090.91
Best Trade
(Aug 17) $4.31M
Sharpe Ratio
-11.74
Average Loss
-$9,659.71
Worst Trade
(Sep 01) -$210,989.55
Z-Score
41.83 (100%)
Commissions
$0
Avg. Trade Length
1y 2m 4d
Expectancy
$65,034.7
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 28,571 25,714 22,857 20,000 17,143 14,286 11,429 8,571 5,714 2,857
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
35,966 $7.6M $11.11M - $3.51M 46.22%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,930 $331,033.96 $484,314.2 - $153,280.24 46.3%
-2.513%
Abbott Laboratories logo
ABT Abbott Laboratories
2,267 $235,564.42 $239,621.9 - $4,057.48 1.72%
+0.085%
iShares MSCI Global Minimum Volatility ETF logo
ACWV iShares MSCI Global Minimum Volatility ETF
31,684 $3.32M $3.94M - $623,536.78 18.78%
-0.328%
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
19,129 $1.39M $2.24M - $848,641.26 61.04%
+1.588%
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
13,037 $381,582 $380,550.03 - -$1,031.97 -0.27%
-0.358%
Amazon.com Inc logo
AMZN Amazon.com Inc
8,826 $1.71M $2.4M - $688,494.34 40.3%
+15.321%
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
55,931 $1.61M $1.62M - $7,284.3 0.45%
-0.035%
Aon plc logo
AON Aon plc
982 $288,296 $354,060.09 - $65,764.09 22.81%
-1.642%
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
14,501 $959,560.27 $993,753.53 - $34,193.26 3.56%
+0.058%
Broadcom Inc. logo
AVGO Broadcom Inc.
3,092 $606,089.08 $1.2M - $597,564.68 98.59%
+0.371%
Bank of America Corporation logo
BAC Bank of America Corporation
3,621 $206,325 $224,320.95 - $17,995.95 8.72%
+0.356%
California BanCorp logo
BCAL California BanCorp
12,839 $189,889 $273,470.7 - $83,581.7 44.02%
+0.662%
BlackRock Resources & Commodities Strategy Trust logo
BCX BlackRock Resources & Commodities Strategy Trust
15,146 $141,309 $182,509.3 - $41,200.3 29.16%
+1.86%
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
8,314 $759,815.23 $762,227.52 - $2,412.29 0.32%
+0.033%
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
18,590 $1.34M $1.34M - $3,417.77 0.26%
-0.262%
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
27,264 $1.33M $1.3M - -$25,814.34 -1.94%
-0.23%
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
1,886 $205,499 $294,838.38 - $89,339.38 43.47%
+0.16%
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
1,072 $436,089.95 $548,370.88 - $112,280.93 25.75%
+0.365%
BlackRock Credit Allocation Income Trust logo
BTZ BlackRock Credit Allocation Income Trust
19,357 $207,401.19 $192,989.29 - -$14,411.9 -6.95%
-0.499%
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FAQ
Which stocks have generated the highest profits for Teresa Coleman?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $866,561.4, Calamos Convertible Opportunities and Income Fund - $494,436.35, VANGUARD FTSE DEVELOPED MARKETS ETF - $413,592.19, First Trust Dow Jones Global Select Dividend Index Fund - $358,426, and Vanguard Dividend Appreciation ETF - $304,383.58. 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: Intuit Inc - $166,678.62, Target Corporation - $92,929.53, Everpure Inc - $49,341.63, Okta Inc - $46,415.66, and Novo Nordisk A/S Sponsored ADR - $34,845.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Teresa Coleman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.71M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $732,211.34, Calamos Convertible Opportunities and Income Fund - $547,647.13, VANGUARD FTSE DEVELOPED MARKETS ETF - $390,012.46, First Trust Dow Jones Global Select Dividend Index Fund - $358,910.71, and DoubleLine Yield Opportunities Fund - $314,809.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Teresa Coleman's monthly returns?
Teresa Coleman'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 Teresa Coleman's strategy be considered aggressive or moderate?
Teresa Coleman'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 Teresa Coleman's strategy?
Teresa Coleman'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.
Account USV