KS
Katherine Saltonstall Portfolio
Invests via Sandy Cove Advisors LLC | Managed by Katherine (Kate) Saltonstall
Invests via Sandy Cove Advisors LLC
Managed by Katherine (Kate) Saltonstall
Automatically Tracked
Katherine Saltonstall Profile
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Investment Philosophy & Strategy
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
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:
37.07%
Gain +0.37%
Monthly
0.51%
Yearly
6.28%
Drawdown
14.23%
$360.95M
Equity
Holdings
$360.95M
Investment
$261.06M
$108.19M
Profit +$1.59M
Realized
$8.3M
Unrealized
$99.89M
Dividends
$14.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$1.59M
Win %
76%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$2.4M
Win %
76%
This Month
Compared to last month
Gain
-1.04%
Profit
-$3.81M
Win %
76%
This Year
Compared to last year
Gain
7.73%
Profit
$25.91M
Win %
76%
RVMDW Revolution Medicines, Inc. Warrant
+7.51%
+$11,208.32 
INTC Intel Corporation
+6.48%
+$98,585.48 
AMD Advanced Micro Devices, Inc.
+4.75%
+$110,246.91 
QCOM QUALCOMM Incorporated
+4.28%
+$23,149.53 
GEV GE Vernova Inc.
+3.65%
+$12,493.79 
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$35,640 
AMAT Applied Materials, Inc.
+2.64%
+$43,932.27 
GS The Goldman Sachs Group, Inc.
+2.61%
+$25,065.28 
JPM JPMorgan Chase & Co.
+2.3%
+$70,294.02 
AXP American Express Company
+2.18%
+$10,327.71 
AMP Ameriprise Financial, Inc.
+1.94%
+$20,947.5 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$4,225.32 
TSLA Tesla, Inc.
+1.88%
+$14,754.85 
SMH VanEck Semiconductor ETF
+1.65%
+$6,140.55 
WFC Wells Fargo & Company
+1.64%
+$4,810.05 
BX Blackstone Inc.
+1.57%
+$23,248.4 
BAC Bank of America Corporation
+1.52%
+$5,763.24 
CAT Caterpillar Inc.
+1.49%
+$17,049.07 
COF Capital One Financial Corporation
+1.47%
+$2,508.48 
PSLV Sprott Physical Silver Trust
+1.43%
+$4,575 
EME EMCOR Group, Inc.
+1.42%
+$10,332 
TXN Texas Instruments Inc
+1.35%
+$5,020.98 
ABBV AbbVie Inc.
+1.29%
+$4,860.98 
C Citigroup Inc.
+1.27%
+$4,341.73 
ITW Illinois Tool Works Inc.
+1.16%
+$11,874.66 
DTD WisdomTree U.S. Total Dividend Fund
+1.1%
+$5,010.41 
JNJ Johnson & Johnson
+1.07%
+$17,355.3 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$6,437.46 
PLD Prologis Inc.
+1.06%
+$5,750.16 
V Visa Inc. Class A
+1.03%
+$7,282.85 
IJR iShares Core S&P Small-Cap ETF
+1%
+$12,895.11 
KKR KKR & Co. Inc.
+0.99%
+$1,754.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$4,288.68 
VO Vanguard Mid-Cap ETF
+0.97%
+$189,320.7 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$3,578.16 
VTV Vanguard Value ETF
+0.94%
+$18,364.71 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$2,310.35 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$4,733 
DEO Diageo plc Sponsored ADR
+0.87%
+$4,260 
PG Procter & Gamble Co
+0.85%
+$5,329.98 
SDY SPDR S&P Dividend ETF
+0.82%
+$6,415.82 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$3,823.72 
GE General Electric Company
+0.75%
+$3,583.11 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,259.81 
CVX Chevron Corporation
+0.74%
+$3,686.67 
PSX Phillips 66
+0.74%
+$2,529.61 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$49,013.71 
VB Vanguard Small-Cap ETF
+0.73%
+$71,330.22 
HD The Home Depot, Inc.
+0.72%
+$7,710.3 
COST Costco Wholesale Corporation
+0.72%
+$5,060.76 
MA Mastercard Incorporated
+0.7%
+$3,213.71 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$135,605.05 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$23,038.23 
MS Morgan Stanley
+0.66%
+$48,657 
YUM Yum! Brands, Inc.
+0.65%
+$1,350 
TDVG T. Rowe Price Dividend Growth ETF
+0.64%
+$4,406.03 
EMR Emerson Electric Co.
+0.64%
+$2,517.97 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$35,866.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$1,400.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$95,459.17 
VGT Vanguard Information Technology ETF
+0.6%
+$5,040 
CEF Sprott Physical Gold and Silver Trust
+0.6%
+$4,316 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$2,335.12 
IVV iShares Core S&P 500 ETF
+0.58%
+$199,473.26 
VOO Vanguard S&P 500 ETF
+0.58%
+$185,025.34 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$22,960.39 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$2,231.81 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$45,684.17 
GOOGL Alphabet Inc
+0.56%
+$28,768.14 
HON Honeywell International Inc.
+0.55%
+$7,727.06 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,050 
GOOG Alphabet Inc
+0.46%
+$20,834.56 
WMT Walmart Inc.
+0.45%
+$1,578.32 
IXUS iShares Core International Stock ETF
+0.43%
+$5,823.23 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$1,471.11 
PGR Progressive Corporation
+0.41%
+$938.28 
PEP PepsiCo, Inc.
+0.4%
+$2,827.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$80,773.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$33,618.75 
AMGN Amgen Inc.
+0.32%
+$1,754.46 
EFA iShares MSCI EAFE ETF
+0.31%
+$4,228.16 
XOM Exxon Mobil Corporation
+0.28%
+$4,773.63 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$16,492.3 
VUG Vanguard Growth ETF
+0.22%
+$11,511.72 
PHYS Sprott Physical Gold Trust
+0.2%
+$2,743.07 
VGK Vanguard FTSE Europe ETF
+0.17%
+$2,252.61 
NVDA NVIDIA Corporation
+0.14%
+$6,532.92 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$358.8 
BINC iShares Flexible Income Active ETF
+0.12%
+$895.14 
CB Chubb Limited
+0.1%
+$724.88 
MSFT Microsoft Corp.
+0.1%
+$6,478 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$1,275.4 
KO The Coca-Cola Company
+0.1%
+$1,528.08 
EBC Eastern Bankshares, Inc.
+0.1%
+$1,203.84 
IAU iShares Gold Trust
+0.09%
+$472.99 
EOG EOG Resources, Inc.
+0.08%
+$233.86 
CL Colgate-Palmolive Company
+0.07%
+$861.48 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$573.9 
GLD SPDR Gold Shares
+0.06%
+$421.57 
ORCL Oracle Corporation
+0.05%
+$295.17 
TJX The TJX Companies, Inc.
+0.05%
+$108.16 
EFR Eaton Vance Senior Floating-Rate Trust
+0.05%
+$124.25 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$132.72 
SHV iShares Short Treasury Bond ETF
+0.02%
+$160.47 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$56.78 
AON Aon plc
0%
+$4.24 
BSV Vanguard Short-Term Bond ETF
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SNOW
0%
$0 
ADBE Adobe Inc.
-6.71%
-$9,577.88 
ADSK Autodesk, Inc.
-3.47%
-$6,311.76 
PSJ Invesco Dynamic Software ETF
-3.44%
-$22,777.96 
LLY Eli Lilly and Company
-2.41%
-$60,354.74 
PLTR Palantir Technologies Inc.
-2.35%
-$6,314 
ABT Abbott Laboratories
-1.68%
-$2,647.03 
LMT Lockheed Martin Corporation
-1.53%
-$3,620.6 
AAPL Apple Inc.
-1.52%
-$266,931 
MU Micron Technology, Inc.
-1.43%
-$11,365.22 
MRK Merck & Co., Inc.
-1.41%
-$3,444.1 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$2,250.03 
AMZN Amazon.com Inc
-1.23%
-$52,276.56 
NFLX Netflix, Inc.
-1.14%
-$12,423.87 
BA Boeing Company
-1.13%
-$2,648.05 
IBM International Business Machines Corporation
-0.96%
-$8,651.8 
AVGO Broadcom Inc.
-0.91%
-$11,949 
NOW ServiceNow, Inc.
-0.84%
-$1,748.7 
SPOT Spotify Technology S.A.
-0.83%
-$2,758.05 
BDX Becton, Dickinson and Company
-0.75%
-$5,560.14 
CSCO Cisco Systems, Inc.
-0.6%
-$2,511.2 
MDLZ Mondelez International, Inc.
-0.58%
-$1,472.6 
ETN Eaton Corporation plc
-0.55%
-$1,693.87 
DHR Danaher Corporation
-0.36%
-$3,672.44 
RTX RTX Corporation
-0.33%
-$2,216.74 
EVV Eaton Vance Limited Duration Income Fund
-0.27%
-$390 
META Meta Platforms Inc Class A
-0.23%
-$6,265.95 
CRM Salesforce Inc
-0.22%
-$504.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$15,360.2 
INTU Intuit Inc.
-0.07%
-$67.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$185.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$2,089.17 
MUB iShares National Muni Bond ETF
-0.01%
-$36.88 Events
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Dividends
Dividend Analysis
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| Trades 2012 | Longs Won 1115/2012 55% | Profit Factor 9.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,862.77 |
| Average Win $108,061.95 | Best Trade (Jun 12) $6.53M | Sharpe Ratio -8.4 |
| Average Loss -$13,708.03 | Worst Trade (Jun 10) -$680,285.25 | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $53,773.84 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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Returns
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Option values are updated at end of day.
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