TP
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:
50.96%
Gain -0.16%
Monthly
0.55%
Yearly
6.75%
Drawdown
16.15%
$160.58M
Equity
Holdings
$160.58M
Investment
$115.04M
$49.12M
Profit -$289,057.03
Realized
$3.57M
Unrealized
$45.55M
Dividends
$12.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$289,057.03
Win %
82%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$538,607.26
Win %
82%
This Month
Compared to last month
Gain
-0.09%
Profit
-$149,325.52
Win %
82%
This Year
Compared to last year
Gain
7.53%
Profit
$11.71M
Win %
81%
FKU First Trust United Kingdom AlphaDEX Fund
+2.76%
+$17,151.54 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+1.4%
+$5,010.37 
PM Philip Morris International Inc.
+1.38%
+$3,562.5 
BKF iShares MSCI BIC ETF
+1.25%
+$4,874.23 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.15%
+$45,742.82 
NFTY First Trust India Nifty 50 Equal Weight ETF
+1%
+$7,897.12 
FLN First Trust Latin America ETF
+0.99%
+$6,887.75 
JPM JPMorgan Chase & Co.
+0.96%
+$4,488 
ZION Zions Bancorporation, National Association
+0.9%
+$6,835.2 
IYG iShares U.S. Financial Services ETF
+0.88%
+$10,018.32 
BAC Bank of America Corporation
+0.83%
+$2,179.48 
WFC Wells Fargo & Company
+0.83%
+$2,626.29 
FJP First Trust Japan AlphaDEX Fund
+0.74%
+$4,613.97 
PG Procter & Gamble Co
+0.71%
+$5,383.66 
IYM iShares U.S. Basic Materials ETF
+0.7%
+$4,654.32 
ILF iShares Latin America 40 ETF
+0.7%
+$2,922 
FGM First Trust Germany AlphaDEX Fund
+0.65%
+$8,225.18 
FRI First Trust S&P REIT Index Fund
+0.63%
+$3,681 
XOM Exxon Mobil Corporation
+0.62%
+$1,533.05 
IYE iShares U.S. Energy ETF
+0.59%
+$7,187.76 
IYF iShares U.S. Financials ETF
+0.58%
+$4,240.57 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.58%
+$13,590.72 
FXU First Trust Utilities AlphaDEX Fund
+0.53%
+$3,095.7 
IDU iShares U.S. Utilities ETF
+0.53%
+$2,425.49 
CVX Chevron Corporation
+0.45%
+$3,120.76 
FXN First Trust Energy AlphaDEX Fund
+0.45%
+$2,021.88 
EMLP First Trust North American Energy Infrastructure Fund
+0.43%
+$5,847.66 
MO Altria Group, Inc.
+0.42%
+$1,137.6 
CWB SPDR Bloomberg Convertible Securities ETF
+0.38%
+$4,372.38 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.29%
+$1,305.6 
CLSE Convergence Long/Short Equity Fund
+0.25%
+$29,475.37 
MCD McDonald's Corporation
+0.24%
+$2,175.57 
IYK iShares U.S. Consumer Staples ETF
+0.21%
+$891.87 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.2%
+$968.25 
FAB First Trust Multi-Cap Value Fund
+0.19%
+$946.34 
WMT Walmart Inc.
+0.17%
+$783.93 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.17%
+$1,420.8 
WMB The Williams Companies, Inc.
+0.15%
+$724.82 
FVD First Trust Value Line Dividend Index Fund
+0.14%
+$4,906.72 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+0.13%
+$1,949.66 
BP BP p.l.c. Sponsored ADR
+0.09%
+$208.8 
DE Deere & Company
+0.08%
+$1,005.73 
FV First Trust Dorsey Wright Focus 5 ETF
+0.06%
+$1,608.12 
MDIV FT Multi-Asset Diversified Income Fund
+0.03%
+$310.98 
IVE ISHARES S&P 500 VALUE ETF
+0.02%
+$51.73 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$42.02 
AMZN Amazon.com Inc
-2.81%
-$21,211.93 
IBM International Business Machines Corporation
-2.49%
-$11,149.2 
MSFT Microsoft Corp.
-1.84%
-$7,736.44 
IGV iShares Expanded Tech-Software Sector ETF
-1.64%
-$70,947.84 
AAPL Apple Inc.
-1.37%
-$25,663.26 
AVGO Broadcom Inc.
-1.25%
-$3,311.35 
ITA iShares U.S. Aerospace & Defense ETF
-1%
-$58,450.97 
ITB iShares U.S. Home Construction ETF
-0.93%
-$51,032.8 
PEP PepsiCo, Inc.
-0.79%
-$5,006.48 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.75%
-$4,316.16 
IYC iShares U.S. Consumer Discretionary ETF
-0.66%
-$20,376.26 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.63%
-$28,381.67 
IYW iShares U.S. Technology ETF
-0.5%
-$77,287.54 
NVDA NVIDIA Corporation
-0.43%
-$2,071.92 
GOOG Alphabet Inc
-0.43%
-$1,436.82 
EMR Emerson Electric Co.
-0.41%
-$3,413.74 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.41%
-$5,612.74 
SOXX iShares Semiconductor ETF
-0.37%
-$58,869.39 
FDD First Trust STOXX European Select Dividend Index Fund
-0.28%
-$1,821.33 
GOOGL Alphabet Inc
-0.26%
-$1,201.55 
MBSD FlexShares Disciplined Duration MBS Index Fund
-0.26%
-$19,935.3 
FMB First Trust Managed Municipal Fund
-0.25%
-$1,710.93 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.25%
-$1,417.02 
RDVY First Trust Rising Dividend Achievers ETF
-0.24%
-$16,649.51 
FSZ First Trust Switzerland Fund
-0.21%
-$3,691.38 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.15%
-$3,643.24 
TIP iShares TIPS Bond ETF
-0.15%
-$359.2 
MRK Merck & Co., Inc.
-0.12%
-$863.33 
HYDB iShares High Yield Systematic Bond ETF
-0.12%
-$7,375.72 
CGSM Capital Group Short Duration Municipal Income ETF
-0.11%
-$2,248.23 
HYLS FT Tactical High Yield ETF
-0.06%
-$638.55 
ITW Illinois Tool Works Inc.
-0.05%
-$182.78 
COST Costco Wholesale Corporation
-0.05%
-$124.2 
IEZ iShares U.S. Oil Equipment & Services ETF
-0.03%
-$504.64 
FPX First Trust US Equity Opportunities ETF
-0.03%
-$144.42 
FTCS First Trust Capital Strength ETF
-0.03%
-$580.41 
VRP Invesco Variable Rate Preferred ETF
-0.02%
-$624.74 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.02%
-$994.31 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$185.72 
UNP Union Pacific Corporation
0%
-$31.31 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1715 | Longs Won 992/1715 57% | Profit Factor 5.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,599.79 |
| Average Win $59,795.87 | Best Trade (Jun 11) $5.43M | Sharpe Ratio -10.5 |
| Average Loss -$14,109.26 | Worst Trade (Jun 29) -$1.22M | Z-Score -6.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $28,639.36 |
| 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 | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
