Teresa Coleman

Teresa Coleman Portfolio

Invests via Creekside Partners | Managed by Teresa Coleman
Invests via Creekside Partners
Managed by Teresa Coleman
Automatically Tracked
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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:
37.45%
Gain +0.13%
Monthly
1.16%
Yearly
14.86%
Drawdown
17.01%
$274.42M
Equity
Holdings
$274.42M
Investment
$209.6M
$66.57M
Profit +$286,845.12
Realized
$1.76M
Unrealized
$64.82M
Dividends
$10.63M

Goals

Avg. 48.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
97%
Today
Compared To Yesterday
Gain
0.13%
Profit
$286,845.12
Win %
76%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$844,554.12
Win %
76%
This Month
Compared to last month
Gain
1.02%
Profit
$2.76M
Win %
76%
This Year
Compared to last year
Gain
-0.6%
Profit
-$1.66M
Win %
78%
U.S. Bancorp logo
USB U.S. Bancorp
+3%
+$13,096.08
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.56%
+$27,286.46
RTX Corporation logo
RTX RTX Corporation
+2.43%
+$4,813.9
OR ROYALTIES INC COMMON STOCK logo
OR OR ROYALTIES INC COMMON STOCK
+2.27%
+$10,960
Public Storage Common Stock logo
PSA Public Storage Common Stock
+2.17%
+$8,089.21
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.11%
+$7,471.47
Wells Fargo & Company logo
WFC Wells Fargo & Company
+2.03%
+$16,022.16
General Electric Company logo
GE General Electric Company
+1.97%
+$5,244.06
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.92%
+$7,658.8
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.83%
+$4,913.05
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.66%
+$5,283.09
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.66%
+$9,796.79
Park National Corporation logo
PRK Park National Corporation
+1.63%
+$10,827.3
Linde plc logo
LIN Linde plc
+1.61%
+$6,660.72
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.56%
+$8,868.9
Bank of America Corporation logo
BAC Bank of America Corporation
+1.44%
+$2,697.64
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.42%
+$26,433.17
Loews Corporation logo
L Loews Corporation
+1.32%
+$2,851.2
California BanCorp logo
BCAL California BanCorp
+1.31%
+$3,659.11
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.3%
+$3,844.95
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
+1.29%
+$14,910.11
BlackRock Resources & Commodities Strategy Trust logo
BCX BlackRock Resources & Commodities Strategy Trust
+1.24%
+$2,271.9
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.2%
+$6,165.5
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.2%
+$5,052.18
Aon plc logo
AON Aon plc
+1.2%
+$3,373.18
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.16%
+$6,546.17
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
+1.15%
+$41,129.28
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
+1.14%
+$13,693.3
Apple Inc. logo
AAPL Apple Inc.
+1.13%
+$138,648.93
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
+1.13%
+$5,295.4
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
+1.12%
+$7,637.62
iShares MSCI United Kingdom ETF logo
EWU iShares MSCI United Kingdom ETF
+1.11%
+$12,391.4
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.1%
+$3,517.54
Chevron Corporation logo
CVX Chevron Corporation
+1.1%
+$21,195.18
SPDR Russell 1000 Yield Focus ETF logo
ONEY SPDR Russell 1000 Yield Focus ETF
+1.09%
+$7,911.19
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
+1.09%
+$2,094.01
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.08%
+$5,925.12
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.08%
+$7,388.64
iShares MSCI Mexico ETF logo
EWW iShares MSCI Mexico ETF
+1.06%
+$5,910.84
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
+1.03%
+$18,365.51
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$10,288.31
Schwab International Small-Cap Equity ETF logo
SCHC Schwab International Small-Cap Equity ETF
+0.98%
+$10,561.92
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.98%
+$29,887.2
iShares U.S. Real Estate ETF logo
IYR iShares U.S. Real Estate ETF
+0.97%
+$7,700.47
The Real Estate Select Sector SPDR Fund logo
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$6,638.35
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+0.93%
+$4,721.02
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.92%
+$5,532.54
Williams-Sonoma, Inc. logo
WSM Williams-Sonoma, Inc.
+0.92%
+$3,562.02
iShares MSCI Canada ETF logo
EWC iShares MSCI Canada ETF
+0.9%
+$3,586.14
Invesco High Yield Equity Dividend Achievers ETF logo
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.89%
+$2,619.25
Nuveen AMT-Free Municipal Value Fund logo
NUW Nuveen AMT-Free Municipal Value Fund
+0.83%
+$2,200
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
+0.83%
+$11,997.72
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
+0.8%
+$5,467.95
Franklin International Low Volatility High Dividend ETF logo
LVHI Franklin International Low Volatility High Dividend ETF
+0.77%
+$3,017.19
Schwab Fundamental International Small Company Index ETF logo
FNDC Schwab Fundamental International Small Company Index ETF
+0.76%
+$4,377.75
Texas Instruments Inc logo
TXN Texas Instruments Inc
+0.75%
+$4,120.2
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.75%
+$16,780.8
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.74%
+$4,432.89
SPDR Euro Stoxx 50 ETF logo
FEZ SPDR Euro Stoxx 50 ETF
+0.74%
+$4,384
First Trust Dow Jones Global Select Dividend Index Fund logo
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.71%
+$28,915.34
Invesco Municipal Income Opportunities Trust logo
OIA Invesco Municipal Income Opportunities Trust
+0.69%
+$595.68
ProShares Russell 2000 Dividend Growers ETF logo
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.69%
+$2,775.99
Invesco Dow Jones Industrial Average Dividend ETF logo
DJD Invesco Dow Jones Industrial Average Dividend ETF
+0.69%
+$1,800
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.67%
+$8,017.69
Vanguard Mega Cap Value ETF logo
MGV Vanguard Mega Cap Value ETF
+0.66%
+$5,903.39
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
+0.65%
+$5,402.88
Plains All American Pipeline, L.P. logo
PAA Plains All American Pipeline, L.P.
+0.64%
+$2,800
VanEck Morningstar International Moat ETF logo
MOTI VanEck Morningstar International Moat ETF
+0.64%
+$3,897.12
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.63%
+$89,741.69
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.61%
+$1,946.35
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.61%
+$57,138.7
McDonald's Corporation logo
MCD McDonald's Corporation
+0.6%
+$3,477.91
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.57%
+$2,486.45
iShares US Power Infrastructure ETF logo
POWR iShares US Power Infrastructure ETF
+0.56%
+$3,500
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
+0.54%
+$6,507
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.54%
+$2,557.28
VanEck Morningstar SMID Moat ETF logo
SMOT VanEck Morningstar SMID Moat ETF
+0.52%
+$13,967.26
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$37,031.52
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
+0.48%
+$33,391.74
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
+0.46%
+$3,714.9
SPDR S&P International Dividend ETF logo
DWX SPDR S&P International Dividend ETF
+0.45%
+$1,407.63
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+0.44%
+$6,539.4
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$1,153.45
iShares MSCI Global Minimum Volatility ETF logo
ACWV iShares MSCI Global Minimum Volatility ETF
+0.43%
+$17,267.78
SPDR Global Dow ETF logo
DGT SPDR Global Dow ETF
+0.39%
+$1,287.49
Abbott Laboratories logo
ABT Abbott Laboratories
+0.38%
+$906.8
SPDR S&P 600 Small Cap Value ETF logo
SLYV SPDR S&P 600 Small Cap Value ETF
+0.37%
+$1,288.21
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.37%
+$1,344.24
Clearway Energy Inc. logo
CWEN Clearway Energy Inc.
+0.37%
+$1,400.19
iShares U.S. Medical Devices ETF logo
IHI iShares U.S. Medical Devices ETF
+0.3%
+$1,017.61
VanEck Real Assets ETF logo
RAAX VanEck Real Assets ETF
+0.3%
+$1,332.93
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
+0.27%
+$774.63
BlackRock Credit Allocation Income Trust logo
BTZ BlackRock Credit Allocation Income Trust
+0.27%
+$483.93
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+0.26%
+$1,525.72
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$5,143.04
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
+0.23%
+$1,566.76
WisdomTree Enhanced Commodity Strategy Fund logo
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.23%
+$938.04
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.22%
+$430.5
DoubleLine Income Solutions Fund logo
DSL DoubleLine Income Solutions Fund
+0.2%
+$496.3
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$4,597.13
Invesco Preferred ETF logo
PGX Invesco Preferred ETF
+0.2%
+$597
Vanguard Short-Term Inflation-Protected Securities Index Fund logo
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.18%
+$732.86
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.17%
+$9,176.49
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$400.79
Target Corporation logo
TGT Target Corporation
+0.16%
+$523.25
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.15%
+$2,044.9
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$977.29
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$1,390.77
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.11%
+$264.01
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.1%
+$3,575.29
DoubleLine Yield Opportunities Fund logo
DLY DoubleLine Yield Opportunities Fund
+0.08%
+$1,015.76
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.07%
+$260.74
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
+0.06%
+$226.94
iShares Global 100 ETF logo
IOO iShares Global 100 ETF
+0.04%
+$739.25
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+0.04%
+$1,129.88
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
+0.03%
+$290.02
VanEck CLO ETF logo
CLOI VanEck CLO ETF
+0.03%
+$75.86
iShares MSCI USA Equal Weighted ETF logo
EUSA iShares MSCI USA Equal Weighted ETF
+0.03%
+$94.95
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$161.29
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares MSCI ACWI Low Carbon Target ETF logo
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0
Okta Inc. logo
OKTA Okta Inc.
-8.96%
-$48,231.76
Everpure Inc. logo
P Everpure Inc.
-4.96%
-$17,013.37
Intel Corporation logo
INTC Intel Corporation
-4.21%
-$16,067.94
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.85%
-$34,279.73
Oracle Corporation logo
ORCL Oracle Corporation
-3.48%
-$13,043.16
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.3%
-$24,519.53
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.13%
-$10,563.82
Quanta Services Inc. logo
PWR Quanta Services Inc.
-1.93%
-$3,499.63
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
-1.88%
-$13,755.3
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-1.86%
-$13,295.04
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.74%
-$29,068.29
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-1.73%
-$8,287.08
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-1.52%
-$35,797.89
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
-1.49%
-$5,651.2
Alphabet Inc logo
GOOGL Alphabet Inc
-1.43%
-$28,330
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$13,796.55
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.34%
-$41,176.57
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-1.33%
-$3,931.81
Alphabet Inc logo
GOOG Alphabet Inc
-1.3%
-$14,116.26
ROBO Global Robotics & Automation Index ETF logo
ROBO ROBO Global Robotics & Automation Index ETF
-1.23%
-$6,758.3
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.1%
-$8,791.05
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-1.09%
-$2,921.78
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
-1.05%
-$4,602.82
Deere & Company logo
DE Deere & Company
-0.99%
-$6,447.06
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-0.98%
-$5,067.92
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$1,950.15
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.85%
-$6,682.19
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$34,382.81
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
-0.83%
-$37,810.8
SPDR S&P 400 Mid Cap Growth ETF logo
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.81%
-$4,115.15
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.78%
-$2,520.66
VanEck Preferred Securities ex Financials ETF logo
PFXF VanEck Preferred Securities ex Financials ETF
-0.69%
-$1,469.88
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.67%
-$11,283.62
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
-0.56%
-$20,202.6
Amplify Etho Climate Leadership U.S. ETF logo
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.56%
-$2,472.42
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$44,719.08
iShares MSCI Emerging Markets Minimum Volatility Factor ETF logo
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.41%
-$896.7
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
-0.41%
-$7,842.89
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.41%
-$33,362.55
Calamos Convertible Opportunities and Income Fund logo
CHI Calamos Convertible Opportunities and Income Fund
-0.35%
-$9,514.24
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
-0.35%
-$1,028.09
Pimco Dynamic Income Fund logo
PDI Pimco Dynamic Income Fund
-0.35%
-$2,020.1
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.34%
-$4,274.45
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$30,267
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.32%
-$19,889.43
iShares Morningstar Small-Cap Growth ETF logo
ISCG iShares Morningstar Small-Cap Growth ETF
-0.31%
-$3,765.31
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$769.6
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$15,146.19
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$14,775.33
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
-0.28%
-$1,206
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.28%
-$6,266.37
PIMCO High Income Fund logo
PHK PIMCO High Income Fund
-0.24%
-$1,420.25
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.24%
-$4,153.71
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.23%
-$1,752.28
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.21%
-$6,273.48
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.16%
-$4,715.5
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
-0.15%
-$508.19
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
-0.14%
-$545.58
Caterpillar Inc. logo
CAT Caterpillar Inc.
-0.14%
-$2,869.61
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.14%
-$807.17
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.13%
-$1,962.87
Medtronic plc logo
MDT Medtronic plc
-0.09%
-$354.69
State Street Corp logo
STT State Street Corp
-0.08%
-$235.78
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$1,334.64
BlackRock Corporate High Yield Fund, Inc. logo
HYT BlackRock Corporate High Yield Fund, Inc.
-0.07%
-$364.45
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
-0.06%
-$350.14
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.04%
-$3,323.91
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$559.31
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.03%
-$408.96
Capital Group Core Balanced ETF logo
CGBL Capital Group Core Balanced ETF
-0.01%
-$288.58
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.01%
-$32.57
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
-0.01%
-$58.36
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Dividends

Dividend Analysis

Yearly
$
Trades
1092
Longs Won
848/1092 77%
Profit Factor
25.41
Profitability
Shorts Won
0/0 0%
Standard Deviation
$281,328.85
Average Win
$81,722.22
Best Trade
(Oct 16) $4.8M
Sharpe Ratio
-14.2
Average Loss
-$11,175.59
Worst Trade
(Oct 16) -$192,999.05
Z-Score
26.58 (100%)
Commissions
$0
Avg. Trade Length
1y 3m 6d
Expectancy
$60,964.84
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 24,390 21,951 19,512 17,073 14,634 12,195 9,756 7,317 4,878 2,439
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 $12.44M - $4.84M 63.7%
+1.127%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,930 $331,033.96 $552,887.1 - $221,853.14 67.02%
+1.083%
Abbott Laboratories logo
ABT Abbott Laboratories
2,267 $235,564.42 $238,216.36 - $2,651.94 1.13%
+0.382%
iShares MSCI Global Minimum Volatility ETF logo
ACWV iShares MSCI Global Minimum Volatility ETF
31,684 $3.32M $4.05M - $728,252.4 21.93%
+0.428%
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
19,129 $1.39M $1.91M - $522,491.75 37.58%
-0.408%
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
13,037 $381,582 $380,680.4 - -$901.6 -0.24%
+0.069%
Amazon.com Inc logo
AMZN Amazon.com Inc
8,826 $1.71M $2.24M - $533,774.65 31.24%
-0.279%
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
55,931 $1.61M $1.54M - -$74,374.96 -4.62%
-0.036%
Aon plc logo
AON Aon plc
982 $288,296 $285,010.77 - -$3,285.23 -1.14%
+1.198%
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
14,501 $959,560.27 $995,783.67 - $36,223.4 3.77%
+0.029%
Broadcom Inc. logo
AVGO Broadcom Inc.
3,092 $606,089.08 $1.04M - $434,059.72 71.62%
-2.303%
Bank of America Corporation logo
BAC Bank of America Corporation
3,621 $206,325 $189,903.34 - -$16,421.66 -7.96%
+1.441%
California BanCorp logo
BCAL California BanCorp
12,839 $189,889 $282,393.8 - $92,504.8 48.72%
+1.313%
BlackRock Resources & Commodities Strategy Trust logo
BCX BlackRock Resources & Commodities Strategy Trust
15,146 $141,309 $185,387.04 - $44,078.04 31.19%
+1.241%
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
8,314 $759,815.23 $761,224.85 - $1,409.62 0.19%
+0.021%
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
18,590 $1.34M $1.32M - -$20,935.13 -1.56%
+0.155%
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
27,264 $1.33M $1.29M - -$41,491.14 -3.12%
-0.032%
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
1,886 $205,499 $272,894.79 - $67,395.79 32.8%
+1.833%
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
1,072 $436,089.95 $570,075.13 - $133,985.18 30.72%
+1.162%
BlackRock Credit Allocation Income Trust logo
BTZ BlackRock Credit Allocation Income Trust
19,357 $207,401.19 $183,020.43 - -$24,380.76 -11.76%
+0.265%
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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 - $539,628.99, VANGUARD FTSE DEVELOPED MARKETS ETF - $437,456, First Trust Dow Jones Global Select Dividend Index Fund - $437,247.99, and Vanguard Dividend Appreciation ETF - $333,324.25. 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 $10.63M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $732,211.34, Calamos Convertible Opportunities and Income Fund - $592,839.77, First Trust Dow Jones Global Select Dividend Index Fund - $437,732.7, VANGUARD FTSE DEVELOPED MARKETS ETF - $413,876.27, and DoubleLine Yield Opportunities Fund - $338,517.16. 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