Thomas Pappas Portfolio
Invests via Cottonwood Capital Advisors LLC | Managed by Thomas Pappas, Matthew Pappas
Invests via Cottonwood Capital Advisors LLC
Managed by Thomas Pappas, Matthew Pappas
Automatically Tracked
Thomas Pappas Profile
With a distinguished career in the finance sector, Thomas Pappas has built a reputation as a prominent investor-operator. His extensive experience encompasses roles across various domains, including private equity and corporate development, allowing him to adeptly navigate complex market dynamics. Recognized for his strategic foresight, he plays an instrumental role in fostering partnerships that drive business growth and innovation. His leadership contributions are particularly noteworthy in identifying emerging opportunities within underserved markets. Through dynamic engagement with stakeholders, Pappas continues to influence capital allocation decisions that yield significant impacts across diverse sectors.
With a distinguished career in the finance sector, Thomas Pappas has built a reputation as a prominent investor-operator. His extensive experience encompasses roles across various domains, including private equity and corporate development, allowing him to adeptly navigate complex market dynamics. Recognized for his strategic foresight, he plays an instrumental role in fostering partnerships that drive business growth and innovation. His leadership contributions are particularly noteworthy in identifying emerging opportunities within underserved markets. Through dynamic engagement with stakeholders, Pappas continues to influence capital allocation decisions that yield significant impacts across diverse sectors.
Investment Philosophy & Strategy
Emphasizing a deep understanding of operational efficiencies, Thomas Pappas leverages his background in private equity to spot and cultivate high-potential ventures. His strategic acumen allows him to identify undervalued assets poised for transformation, driving sustainable growth through innovative solutions. Through collaboration with management teams, he navigates the intricate landscapes of emerging markets, ensuring alignment with investment objectives. Capital deployment is strategically focused on initiatives that exhibit resilience and scalability within dynamic industries.
Emphasizing a deep understanding of operational efficiencies, Thomas Pappas leverages his background in private equity to spot and cultivate high-potential ventures. His strategic acumen allows him to identify undervalued assets poised for transformation, driving sustainable growth through innovative solutions. Through collaboration with management teams, he navigates the intricate landscapes of emerging markets, ensuring alignment with investment objectives. Capital deployment is strategically focused on initiatives that exhibit resilience and scalability within dynamic industries.
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:
69.19%
Gain +0.61%
Monthly
0.65%
Yearly
8.11%
Drawdown
16.29%
$166.9M
Equity
Holdings
$166.9M
Investment
$124.25M
$48.32M
Profit +$869,996.27
Realized
$5.67M
Unrealized
$42.65M
Dividends
$13.5M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$869,996.27
Win %
73%
This Week
Compared To Last Week
Gain
0.52%
Profit
$869,996.27
Win %
73%
This Month
Compared to last month
Gain
0.49%
Profit
$812,900.72
Win %
73%
This Year
Compared to last year
Gain
0.49%
Profit
$812,900.77
Win %
74%
CSCO Cisco Systems, Inc.
+3.45%
+$7,310.64 
SOXX iShares Semiconductor ETF
+3.3%
+$346,511.33 
MS Morgan Stanley Common Stock
+2.85%
+$5,575.67 
AVGO Broadcom Inc.
+2.55%
+$5,642.92 
NVDA NVIDIA Corporation
+2.41%
+$11,915.67 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.27%
+$16,184.89 
ITA iShares U.S. Aerospace & Defense ETF
+2.14%
+$140,395.68 
PM Philip Morris International Inc.
+1.78%
+$5,101.35 
FGM First Trust Germany AlphaDEX Fund
+1.4%
+$16,417.78 
FXN First Trust Energy AlphaDEX Fund
+1.34%
+$6,994.02 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.32%
+$40,775.81 
FPX First Trust US Equity Opportunities ETF
+1.27%
+$5,086.9 
MSFT Microsoft Corporation Common Stock
+1.15%
+$6,552.14 
FJP First Trust Japan AlphaDEX Fund
+1.08%
+$6,429.57 
FSZ First Trust Switzerland AlphaDEX Fund
+1.07%
+$18,388.02 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.04%
+$45,349.76 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.02%
+$2,311.76 
JPM JPMorgan Chase & Co.
+0.95%
+$4,743.92 
IYW iShares U.S. Technology ETF
+0.94%
+$152,231.04 
IEZ iShares U.S. Oil Equipment & Services ETF
+0.87%
+$12,072.96 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.86%
+$39,174.2 
FV First Trust Dorsey Wright Focus 5 ETF
+0.83%
+$21,767.49 
WFC Wells Fargo & Company
+0.81%
+$2,553.6 
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund
+0.77%
+$4,683.16 
CLSE Convergence Long/Short Equity ETF
+0.73%
+$95,709.49 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+0.68%
+$2,112.56 
NFTY First Trust India NIFTY 50 Equal Weight ETF
+0.63%
+$4,730.88 
FDD First Trust STOXX European Select Dividend Index Fund
+0.63%
+$4,002.48 
AMZN Amazon.com Inc
+0.61%
+$4,732.34 
BAC Bank of America Corporation
+0.57%
+$1,382.43 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.55%
+$2,492.27 
MCD McDonald's Corporation
+0.5%
+$3,907.24 
UNP Union Pacific Corp.
+0.49%
+$4,515.84 
RDVY First Trust Rising Dividend Achievers ETF
+0.47%
+$32,047.18 
IYM iShares U.S. Basic Materials ETF
+0.46%
+$2,939.7 
IYE iShares U.S. Energy ETF
+0.44%
+$6,315.84 
XOM ExxonMobil Holdings Corporation
+0.43%
+$1,348.51 
IYG iShares U.S. Financial Services ETF
+0.39%
+$4,631.48 
CWB SPDR Bloomberg Convertible Securities ETF
+0.39%
+$3,970.1 
WMT Walmart Inc.
+0.37%
+$1,643.84 
IGV iShares Expanded Tech-Software Sector ETF
+0.34%
+$17,704.58 
ZION Zions Bancorporation, National Association
+0.33%
+$1,756.92 
FMB First Trust Managed Municipal ETF
+0.31%
+$1,944.75 
EMR Emerson Electric Co.
+0.29%
+$2,718.48 
IVE iShares S&P 500 Value ETF
+0.28%
+$866.31 
IYF iShares U.S. Financials ETF
+0.25%
+$4,279.11 
ITW Illinois Tool Works Inc.
+0.24%
+$942.02 
HYDB iShares High Yield Systematic Bond ETF
+0.23%
+$15,442.25 
FRI First Trust S&P REIT Index Fund
+0.23%
+$1,294.86 
MDIV First Trust Multi-Asset Diversified Income Index Fund
+0.23%
+$2,330.17 
FEUZ First Trust Eurozone AlphaDEX ETF
+0.23%
+$557.96 
IYC iShares U.S. Consumer Discretionary ETF
+0.21%
+$10,410.92 
HYLS First Trust Tactical High Yield ETF
+0.2%
+$2,944.72 
FXU First Trust Utilities AlphaDEX Fund
+0.2%
+$1,155.11 
EMLP First Trust North American Energy Infrastructure Fund
+0.18%
+$2,506.48 
FVD First Trust Value Line Dividend Index Fund
+0.17%
+$6,413.34 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.16%
+$850.26 
FTCS First Trust Capital Strength ETF
+0.13%
+$2,586.74 
FAB First Trust Multi Cap Value AlphaDEX Fund
+0.12%
+$607.35 
IDU iShares U.S. Utilities ETF
+0.12%
+$526.5 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$2,018.88 
MBSD FlexShares Disciplined Duration MBS Index Fund
+0.1%
+$8,545.8 
WMB The Williams Companies, Inc.
+0.1%
+$483.21 
CGSM Capital Group Short Duration Municipal Income ETF
+0.1%
+$2,072.05 
COST Costco Wholesale Corp
+0.08%
+$214.4 
FTSM First Trust Enhanced Short Maturity ETF
+0.03%
+$165.04 
TIP iShares TIPS Bond ETF
+0.02%
+$56.12 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
+0.02%
+$578.86 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$620.8 
FLN First Trust Latin America AlphaDEX Fund
-13.31%
-$101,247.86 
ILF iShares Latin America 40 ETF
-11.87%
-$53,865.57 
MRK Merck & Co., Inc.
-3.15%
-$27,269.32 
BKF iShares MSCI BIC ETF
-2.61%
-$9,755.41 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-1.98%
-$16,028.49 
MA Mastercard Inc. Class A Common Stock
-1.66%
-$3,808.07 
DE Deere & Company
-1.24%
-$17,835.34 
AAPL Apple Inc.
-1.11%
-$24,403.67 
BP BP Plc Sponsored ADR
-1.11%
-$2,975.4 
PG The Procter & Gamble Company
-0.73%
-$6,033.36 
MO Altria Group, Inc.
-0.73%
-$2,073.6 
ITB iShares U.S. Home Construction ETF
-0.56%
-$28,236.66 
GOOG Alphabet Inc
-0.51%
-$1,511.46 
IBM International Business Machines Corporation
-0.43%
-$1,793 
GOOGL Alphabet Inc
-0.39%
-$1,622.22 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.38%
-$5,601.47 
PEP PepsiCo, Inc.
-0.35%
-$2,073.17 
CVX Chevron Corporation
-0.34%
-$2,973.62 
IYK iShares U.S. Consumer Staples ETF
-0.22%
-$972.91 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.12%
-$7,056.6 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.03%
-$391.84 Events
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Dividends
Dividend Analysis
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| Trades 1873 | Longs Won 1094/1873 58% | Profit Factor 4.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,284.15 |
| Average Win $56,011.42 | Best Trade (Oct 23) $4.17M | Sharpe Ratio -8.88 |
| Average Loss -$16,633.39 | Worst Trade (Jun 29) -$1.22M | Z-Score -6.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $25,797.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,314 | $1.12M | $2.17M | - | $1.05M | 94.02% | -1.111% |
| AMZN Amazon.com Inc | 3,134 | $544,901.62 | $781,964.34 | - | $237,062.72 | 43.51% | +0.609% |
| AVGO Broadcom Inc. | 689 | $77,631.75 | $227,280.43 | - | $149,648.68 | 192.77% | +2.546% |
| BAC Bank of America Corporation | 4,767 | $185,871.55 | $242,401.95 | - | $56,530.4 | 30.41% | +0.574% |
| BKF iShares MSCI BIC ETF | 9,773 | $437,448.87 | $363,731.51 | - | -$73,717.36 | -16.85% | -2.612% |
| BP BP Plc Sponsored ADR | 5,220 | $229,627.8 | $264,915 | - | $35,287.2 | 15.37% | -1.111% |
| CGSM Capital Group Short Duration Municipal Income ETF | 82,882 | $2.16M | $2.17M | - | $7,425.22 | 0.34% | +0.096% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 6,716 | $358,310.14 | $728,886.81 | - | $370,576.67 | 103.42% | +2.271% |
| CLSE Convergence Long/Short Equity ETF | 390,651 | $8.81M | $13.13M | - | $4.32M | 49.08% | +0.734% |
| COST Costco Wholesale Corp | 268 | $173,307.56 | $269,104.16 | - | $95,796.6 | 55.28% | +0.08% |
| CSCO Cisco Systems, Inc. | 1,992 | $233,980.32 | $219,458.64 | - | -$14,521.68 | -6.21% | +3.446% |
| CVX Chevron Corporation | 3,788 | $483,245.61 | $880,425.9 | - | $397,180.29 | 82.19% | -0.337% |
| CWB SPDR Bloomberg Convertible Securities ETF | 10,730 | $889,945.24 | $1.02M | - | $134,984.36 | 15.17% | +0.389% |
| DE Deere & Company | 2,235 | $769,621.85 | $1.43M | - | $656,688.1 | 85.33% | -1.235% |
| EMLP First Trust North American Energy Infrastructure Fund | 31,331 | $876,916.62 | $1.38M | - | $498,827.59 | 56.88% | +0.183% |
| EMR Emerson Electric Co. | 5,784 | $536,968.23 | $937,355.04 | - | $400,386.81 | 74.56% | +0.291% |
| FAB First Trust Multi Cap Value AlphaDEX Fund | 4,851 | $362,321.19 | $510,761.79 | - | $148,440.6 | 40.97% | +0.119% |
| FDD First Trust STOXX European Select Dividend Index Fund | 33,354 | $482,323.24 | $640,063.26 | - | $157,740.02 | 32.7% | +0.629% |
| FEMB First Trust Emerging Markets Local Currency Bond ETF | 28,369 | $881,491.24 | $795,324.91 | - | -$86,166.33 | -9.78% | -1.976% |
| FEUZ First Trust Eurozone AlphaDEX ETF | 3,921 | $268,606.19 | $246,356.43 | - | -$22,249.76 | -8.28% | +0.227% |
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FAQ
Which stocks have generated the highest profits for Thomas Pappas?
The largest contributions to the portfolio's profits come from the following stocks: iShares Semiconductor ETF - $2.49M, iShares U.S. Oil & Gas Exploration & Production ETF - $996,890.18, Microsoft Corporation Common Stock - $896,384.21, Invesco Variable Rate Preferred ETF - $865,843.46, and Broadcom Inc - $832,611.2. 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: iShares U.S. Regional Banks ETF - $1.62M, Walgreens Boots Alliance Inc - $267,574.38, iShares U.S. Consumer Discretionary ETF - $196,191.78, First Trust Germany AlphaDEX Fund - $188,822.08, and First Trust Tactical High Yield ETF - $164,619.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Pappas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.5M earned over time. The largest contributors to dividend income include Invesco Variable Rate Preferred ETF - $1.16M, iShares High Yield Systematic Bond ETF - $791,366.39, First Trust Tactical High Yield ETF - $704,526.81, FlexShares Disciplined Duration MBS Index Fund - $646,764.33, and First Trust Large Cap Value AlphaDEX Fund - $553,155.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Pappas's monthly returns?
Thomas Pappas's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Thomas Pappas's strategy be considered aggressive or moderate?
Thomas Pappas'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 Thomas Pappas's strategy?
Thomas Pappas's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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