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:
54.56%
Gain -0.73%
Monthly
0.68%
Yearly
8.53%
Drawdown
16.23%
$162.32M
Equity
Holdings
$162.32M
Investment
$120.12M
$47.97M
Profit -$1M
Realized
$5.77M
Unrealized
$42.2M
Dividends
$12.87M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$1M
Win %
77%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.7M
Win %
77%
This Month
Compared to last month
Gain
-2.08%
Profit
-$3.45M
Win %
77%
This Year
Compared to last year
Gain
-2.08%
Profit
-$3.45M
Win %
77%
EMR Emerson Electric Co.
+3.77%
+$30,486.95 
WMB The Williams Companies, Inc.
+1.02%
+$5,246.28 
DE Deere & Company
+0.44%
+$6,012.11 
MS Morgan Stanley
+0.02%
+$43.36 
FAB First Trust Multi-Cap Value Fund
0%
+$21.35 
FGM First Trust Germany AlphaDEX Fund
0%
+$22.49 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
FEMB First Trust Emerging Markets Local Currency Bond ETF
0%
$0 
FEUZ First Trust Eurozone AlphaDEX UCITS ETF
0%
-$0.01 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FPA First Trust Asia Pacific ex-Japan Opportunities Fund
0%
$0 
FPX First Trust US Equity Opportunities ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
+$3.52 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FXD First Trust Consumer Discretionary AlphaDEX Fund
0%
$0 
FXN First Trust Energy AlphaDEX Fund
0%
$0 
FXU First Trust Utilities AlphaDEX Fund
0%
-$0.02 
GOOG Alphabet Inc
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDU iShares U.S. Utilities ETF
0%
$0 
IEZ iShares U.S. Oil Equipment & Services ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
+$0.14 
ILF iShares Latin America 40 ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IYC iShares U.S. Consumer Discretionary ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
IYM iShares U.S. Basic Materials ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
0%
+$0.01 
MBSD FlexShares Disciplined Duration MBS Index Fund
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.04 
PM Philip Morris International Inc.
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
+$0.09 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
+$0.01 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
+$0.11 
SOXX iShares Semiconductor ETF
0%
-$0.44 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
UNP Union Pacific Corporation
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$31,524.79 
AMZN Amazon.com Inc
-4.57%
-$34,946.4 
NVDA NVIDIA Corporation
-1.56%
-$7,665.9 
PG Procter & Gamble Co
-1.52%
-$11,595.16 
AAPL Apple Inc.
-1.3%
-$26,708.22 
AVGO Broadcom Inc.
-1.09%
-$2,977.24 
FDD First Trust STOXX European Select Dividend Index Fund
-1.08%
-$7,010.85 
IYK iShares U.S. Consumer Staples ETF
-1.07%
-$4,589.6 
MDIV FT Multi-Asset Diversified Income Fund
-0.71%
-$7,499.16 
BAC Bank of America Corporation
-0.55%
-$1,615.34 
MCD McDonald's Corporation
-0.29%
-$2,427.07 
COST Costco Wholesale Corporation
-0.14%
-$336.25 
BKF iShares MSCI BIC ETF
-0.12%
-$490.6 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-0.08%
-$2,056.5 
CLSE Convergence Long/Short Equity Fund
-0.06%
-$7,224.7 
FLN First Trust Latin America ETF
-0.02%
-$136.98 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.01%
-$74.67 
FJP First Trust Japan AlphaDEX Fund
-0.01%
-$41.02 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.01%
-$276.28 
FRI First Trust S&P REIT Index Fund
0%
-$12.96 
FSZ First Trust Switzerland Fund
0%
-$43.21 
FCVT First Trust SSI Strategic Convertible Securities ETF
0%
-$2.79 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
-$5.14 
FMB First Trust Managed Municipal Fund
0%
-$3.93 
LMBS First Trust Low Duration Opportunities ETF
0%
-$11.14 Events
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Dividends
Dividend Analysis
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| Trades 1793 | Longs Won 1029/1793 57% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,562.21 |
| Average Win $57,460.23 | Best Trade (Jul 24) $3.76M | Sharpe Ratio -8.86 |
| Average Loss -$14,597.5 | Worst Trade (Jun 29) -$1.22M | Z-Score 0.32 (24.95%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4d | Expectancy $26,756.32 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $2.48M, iShares U.S. Oil & Gas Exploration & Production ETF - $975,678.99, Microsoft Corp - $895,405.96, Invesco Variable Rate Preferred ETF - $841,656.97, and Broadcom Inc - $831,995.97. 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 - $203,840.82, iShares U.S. Home Construction ETF - $201,610.58, and First Trust Germany AlphaDEX Fund - $192,726.31. 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 $12.87M earned over time. The largest contributors to dividend income include Invesco Variable Rate Preferred ETF - $1.13M, iShares High Yield Systematic Bond ETF - $717,153.96, FT Tactical High Yield ETF - $687,293.38, FlexShares Disciplined Duration MBS Index Fund - $600,738.37, and First Trust Large Cap Value AlphaDEX Fund - $522,879.96. 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.
