Sue Cox Portfolio
Invests via BetterWealth LLC | Managed by BetterWealth LLC, Andrew Howard, Jesse O. Lownsbury, Jodee D. Lownsbury, James Richard Graham, Suzanne (Sue) Cox
Invests via BetterWealth LLC
Managed by BetterWealth LLC, Andrew Howard, Jesse O. Lownsbury, Jodee D. Lownsbury, James Richard Graham, Suzanne (Sue) Cox
Automatically Tracked
Sue Cox Profile
Sue Cox is a dynamic entrepreneur with extensive experience in the technology sector. She has played a pivotal role in scaling innovative startups, transforming visionary concepts into successful market players. Her keen insights into consumer needs have driven product development that resonates with users, leading to increased engagement and revenue growth. With an eye for opportunity, she navigates challenges in the fast-paced tech landscape, enabling sustainable business expansion and competitive positioning. Beyond her operational expertise, Sue is recognized for fostering collaborative environments that inspire teams to push creative boundaries while maintaining strategic focus.
Sue Cox is a dynamic entrepreneur with extensive experience in the technology sector. She has played a pivotal role in scaling innovative startups, transforming visionary concepts into successful market players. Her keen insights into consumer needs have driven product development that resonates with users, leading to increased engagement and revenue growth. With an eye for opportunity, she navigates challenges in the fast-paced tech landscape, enabling sustainable business expansion and competitive positioning. Beyond her operational expertise, Sue is recognized for fostering collaborative environments that inspire teams to push creative boundaries while maintaining strategic focus.
Investment Philosophy & Strategy
With a clear focus on innovation, Sue Cox thrives in identifying disruptive technologies that meet evolving consumer demands. Her entrepreneurial acumen drives her to leverage unique market opportunities, ensuring that her initiatives capture substantial growth potential. Passionate about scaling ventures, she applies strategic insights to foster competitive differentiation and agile development practices. This commitment positions her startups as influential players within the tech landscape, navigating shifts with an emphasis on adaptability. By building high-performing teams centered around creativity and collaboration, she cultivates a culture of excellence that not only fuels product advancement but also enhances long-term sustainability.
With a clear focus on innovation, Sue Cox thrives in identifying disruptive technologies that meet evolving consumer demands. Her entrepreneurial acumen drives her to leverage unique market opportunities, ensuring that her initiatives capture substantial growth potential. Passionate about scaling ventures, she applies strategic insights to foster competitive differentiation and agile development practices. This commitment positions her startups as influential players within the tech landscape, navigating shifts with an emphasis on adaptability. By building high-performing teams centered around creativity and collaboration, she cultivates a culture of excellence that not only fuels product advancement but also enhances long-term sustainability.
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:
101.48%
Gain +1.54%
Monthly
1.24%
Yearly
15.95%
Drawdown
22.11%
$578.12M
Equity
Holdings
$578.12M
Investment
$415.29M
$183.99M
Profit +$4.71M
Realized
$21.15M
Unrealized
$162.83M
Dividends
$27.17M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.54%
Profit
$4.71M
Win %
77%
This Week
Compared To Last Week
Gain
0.82%
Profit
$4.71M
Win %
77%
This Month
Compared to last month
Gain
0.28%
Profit
$1.58M
Win %
77%
This Year
Compared to last year
Gain
2.45%
Profit
$13.8M
Win %
79%
AMD Advanced Micro Devices, Inc.
+9.48%
+$63,418.64 
META Meta Platforms Inc Class A
+7.1%
+$22,689.6 
QCOM QUALCOMM Incorporated
+6.73%
+$17,449.64 
AMAT Applied Materials, Inc.
+4.03%
+$25,514.38 
LRCX Lam Research Corporation
+3.79%
+$12,933.86 
KLAC KLA Corporation
+3.2%
+$15,208.39 
MU Micron Technology, Inc.
+3.06%
+$22,713.97 
TSLA Tesla, Inc.
+2.81%
+$46,663.73 
GOOG Alphabet Inc
+2.26%
+$124,192.14 
QQQ Invesco QQQ Trust, Series 1
+2.12%
+$17,445.53 
CGGR Capital Group Growth ETF
+2.07%
+$213,368.96 
MAGS Roundhill Magnificent Seven Fund
+2.05%
+$8,417.12 
GOOGL Alphabet Inc
+1.94%
+$10,336.9 
AVEM Avantis Emerging Markets Equity ETF
+1.83%
+$180,471.23 
CGXU Capital Group International Focus Equity ETF
+1.83%
+$371,212.11 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.78%
+$90,641.98 
AMGN Amgen Inc.
+1.59%
+$4,169.71 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.34%
+$8,559.54 
CAT Caterpillar Inc.
+1.31%
+$3,380.34 
VEU Vanguard FTSE All-World ex-US ETF
+1.21%
+$2,462.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.21%
+$4,207.27 
NVDA NVIDIA Corporation
+1.19%
+$29,977.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+1.17%
+$5,574.19 
SCHF Schwab International Equity ETF
+1.15%
+$4,504.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.13%
+$8,776.8 
SHOP Shopify Inc.
+1.12%
+$26,376.48 
VOO Vanguard S&P 500 ETF
+1.1%
+$22,986.41 
SCHB Schwab U.S. Broad Market ETF
+1.09%
+$3,030.08 
IWV ISHARES RUSSELL 3000 ETF
+1.09%
+$2,586.95 
SPY SPDR S&P 500 ETF Trust
+1.08%
+$3,147.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.08%
+$7,320.44 
SCHX Schwab U.S. Large-Cap ETF
+1.08%
+$3,358.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$9,685.83 
CGDV Capital Group Dividend Value ETF
+1.04%
+$126,675.33 
LRGF iShares U.S. Equity Factor ETF
+0.99%
+$2,910.9 
LLY Eli Lilly and Company
+0.96%
+$7,210.32 
DFSU Dimensional US Sustainability Core 1 ETF
+0.95%
+$25,958.25 
ADI Analog Devices, Inc.
+0.94%
+$5,307.25 
DUHP Dimensional US High Profitability ETF
+0.91%
+$47,671 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.88%
+$596,882.55 
ZYME Zymeworks Inc.
+0.87%
+$4,283.06 
FNDF Schwab Fundamental International Large Company Index ETF
+0.82%
+$2,128.95 
AVRE Avantis Real Estate ETF
+0.74%
+$116,443.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.71%
+$908,056 
PHG Koninklijke Philips N.V.
+0.67%
+$1,326.43 
IWM iShares Russell 2000 ETF
+0.65%
+$1,350.55 
DIHP Dimensional International High Profitability Portfolio
+0.63%
+$35,325.57 
AMZN Amazon.com Inc
+0.59%
+$5,715.31 
DFSI Dimensional International Sustainability Core 1 ETF
+0.59%
+$7,226.55 
VB Vanguard Small-Cap ETF
+0.58%
+$2,084.17 
WMT Walmart Inc.
+0.51%
+$2,013.66 
VGSR Vert Global Sustainable Real Estate ETF
+0.51%
+$1,095.11 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.45%
+$1,544.54 
DFUV Dimensional US Marketwide Value ETF
+0.44%
+$4,473.94 
USB U.S. Bancorp
+0.42%
+$1,043.2 
JNJ Johnson & Johnson
+0.41%
+$9,422.56 
PCG PG&E Corporation
+0.34%
+$617.89 
DISV Dimensional International Small Cap Equity Fund
+0.32%
+$23,217.04 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.3%
+$2,556.3 
AAPL Apple Inc.
+0.3%
+$163,182.98 
WFC Wells Fargo & Company
+0.3%
+$899.13 
VTV Vanguard Value ETF
+0.27%
+$1,084.42 
EBI Longview Advantage ETF
+0.26%
+$99,038.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.24%
+$91,218.05 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$794.75 
CSCO Cisco Systems, Inc.
+0.23%
+$1,064 
AVGO Broadcom Inc.
+0.23%
+$596.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.22%
+$10,882.73 
JPM JPMorgan Chase & Co.
+0.21%
+$678.74 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.17%
+$2,776.35 
AVBH Avidbank Holdings Inc.
+0.14%
+$379.23 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.12%
+$1,813.95 
DFAT Dimensional US Targeted Value ETF
+0.09%
+$1,049.28 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$16,754.32 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$77.96 
XOM Exxon Mobil Corporation
-2.78%
-$11,517.95 
CVX Chevron Corporation
-1.89%
-$14,427.8 
SBUX Starbucks Corporation
-1.78%
-$4,438.11 
ES Eversource Energy
-0.92%
-$5,891.24 
EXPO Exponent Inc.
-0.82%
-$2,613.52 
BRK-B Berkshire Hathaway Inc.
-0.5%
-$4,627.08 
MSFT Microsoft Corp.
-0.48%
-$4,331.6 
COST Costco Wholesale Corporation
-0.14%
-$383.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$26,171.04 
DFSV Dimensional US Small Cap Value ETF
-0.13%
-$4,721.95 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$6,828.13 Events
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Dividends
Dividend Analysis
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| Trades 847 | Longs Won 607/847 71% | Profit Factor 18.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $320,501.92 | Best Trade (Aug 13) $51.62M | Sharpe Ratio -11.68 |
| Average Loss -$43,992.51 | Worst Trade (Jun 30) -$1.8M | Z-Score 9.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $217,221.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 164,003 | $34.98M | $55.29M | - | $20.31M | 58.04% | +0.296% |
| ADI Analog Devices, Inc. | 1,495 | $475,619.3 | $567,008.65 | - | $91,389.35 | 19.21% | +0.945% |
| AMAT Applied Materials, Inc. | 1,423 | $178,036.73 | $658,137.5 | - | $480,100.77 | 269.66% | +4.033% |
| AMD Advanced Micro Devices, Inc. | 1,195 | $255,846.09 | $732,403.55 | - | $476,557.46 | 186.27% | +9.48% |
| AMGN Amgen Inc. | 678 | $238,574.84 | $265,640.4 | - | $27,065.56 | 11.34% | +1.595% |
| AMZN Amazon.com Inc | 3,785 | $582,231.07 | $966,007.7 | - | $383,776.63 | 65.91% | +0.595% |
| AVBH Avidbank Holdings Inc. | 8,484 | $216,342 | $266,776.83 | - | $50,434.83 | 23.31% | +0.142% |
| AVEM Avantis Emerging Markets Equity ETF | 104,621 | $6.33M | $10.04M | - | $3.71M | 58.63% | +1.83% |
| AVGO Broadcom Inc. | 737 | $228,108.87 | $264,155.54 | - | $36,046.67 | 15.8% | +0.227% |
| AVRE Avantis Real Estate ETF | 347,592 | $14.62M | $15.85M | - | $1.23M | 8.4% | +0.74% |
| AVUV Avantis U.S. Small Cap Value ETF | 163,569 | $15.7M | $19.92M | - | $4.22M | 26.9% | -0.131% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 521,246 | $39.27M | $38.64M | - | -$623,707.36 | -1.59% | +0.237% |
| BRK-B Berkshire Hathaway Inc. | 1,826 | $711,129.04 | $926,212.94 | - | $215,083.9 | 30.25% | -0.497% |
| BSV Vanguard Short-Term Bond ETF | 304,624 | $23.56M | $23.37M | - | -$190,448.06 | -0.81% | +0.072% |
| CAT Caterpillar Inc. | 318 | $225,290.28 | $260,639.16 | - | $35,348.88 | 15.69% | +1.314% |
| CGDV Capital Group Dividend Value ETF | 248,383 | $9.11M | $12.29M | - | $3.18M | 34.92% | +1.042% |
| CGGR Capital Group Growth ETF | 219,968 | $8.3M | $10.5M | - | $2.2M | 26.53% | +2.074% |
| CGXU Capital Group International Focus Equity ETF | 584,586 | $14.84M | $20.69M | - | $5.84M | 39.38% | +1.827% |
| COST Costco Wholesale Corporation | 295 | $273,090.61 | $263,732.95 | - | -$9,357.66 | -3.43% | -0.145% |
| CSCO Cisco Systems, Inc. | 4,256 | $265,892.95 | $467,138.56 | - | $201,245.61 | 75.69% | +0.228% |
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FAQ
Which stocks have generated the highest profits for Sue Cox?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US High Profitability ETF - $8.32M, Dimensional U.S. Core Equity 2 ETF - $5.5M, Dimensional US Small Cap Value ETF - $4.83M, Apple Inc - $4.59M, and Dimensional World ex U.S. Core Equity 2 ETF - $3.68M. 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 MSCI USA Min Vol Factor ETF - $2.13M, iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $838,639.32, Target Corporation - $274,936.82, Intuit Inc - $142,828.92, and Verizon Communications Inc - $104,528.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sue Cox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.17M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $4.26M, Dimensional World ex U.S. Core Equity 2 ETF - $3.98M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.31M, Vanguard Short-Term Bond ETF - $1.95M, and Dimensional Core Fixed Income ETF - $1.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sue Cox's monthly returns?
Sue Cox'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 Sue Cox's strategy be considered aggressive or moderate?
Sue Cox'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 Sue Cox's strategy?
Sue Cox'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.
