SC
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:
31.18%
Gain +0.24%
Monthly
0.55%
Yearly
6.75%
Drawdown
14.28%
$559.76M
Equity
Holdings
$559.76M
Investment
$408.75M
$173.97M
Profit +$1.51M
Realized
$22.96M
Unrealized
$151.01M
Dividends
$23.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$1.51M
Win %
85%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$3.84M
Win %
85%
This Month
Compared to last month
Gain
-0.76%
Profit
-$4.29M
Win %
85%
This Year
Compared to last year
Gain
6.87%
Profit
$38.32M
Win %
85%
KLAC KLA Corporation
+5.55%
+$35,847.68 
AMD Advanced Micro Devices, Inc.
+4.75%
+$27,729.96 
AMAT Applied Materials, Inc.
+2.64%
+$20,790.03 
JPM JPMorgan Chase & Co.
+2.3%
+$6,529.57 
USB U.S. Bancorp
+2.27%
+$5,355.28 
TSLA Tesla, Inc.
+1.88%
+$34,215.34 
AVBH Avidbank Holdings Inc.
+1.78%
+$4,835.88 
WFC Wells Fargo & Company
+1.64%
+$4,760.1 
CAT Caterpillar Inc.
+1.48%
+$4,235.76 
ADI Analog Devices, Inc.
+1.35%
+$8,338.29 
PHG Koninklijke Philips N.V.
+1.32%
+$2,674.44 
LRCX Lam Research Corporation
+1.19%
+$5,079.1 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$43,475.4 
JNJ Johnson & Johnson
+1.05%
+$21,282.5 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$12,156.01 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$191,594.52 
VTV Vanguard Value ETF
+0.94%
+$3,721.95 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$9,039.19 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$3,319.53 
PCG PG&E Corporation
+0.83%
+$1,922.34 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$57,214.46 
VGSR Vert Global Sustainable Real Estate ETF
+0.82%
+$1,768.55 
EXPO Exponent Inc.
+0.81%
+$2,146.36 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.76%
+$3,713.49 
CVX Chevron Corporation
+0.75%
+$5,387.16 
SBUX Starbucks Corporation
+0.75%
+$1,991.3 
VB Vanguard Small-Cap ETF
+0.73%
+$2,644.49 
COST Costco Wholesale Corporation
+0.72%
+$2,062.05 
CGXU Capital Group International Focus Equity ETF
+0.69%
+$139,097.28 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,117.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$849,152.7 
CGDV Capital Group Dividend Value ETF
+0.68%
+$79,384.47 
EBI Longview Advantage ETF
+0.66%
+$247,596.5 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,089.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,982.44 
VOO Vanguard S&P 500 ETF
+0.58%
+$11,668.23 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$1,615.08 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,611.63 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,921.85 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,294.86 
GOOGL Alphabet Inc
+0.56%
+$3,852.02 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$3,333.92 
AVRE Avantis Real Estate ETF
+0.55%
+$88,213.32 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,325.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$3,643.2 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$50,187.84 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,600.2 
GOOG Alphabet Inc
+0.46%
+$26,333.48 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$11,588.64 
WMT Walmart Inc.
+0.45%
+$2,032.31 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$282,460.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,382.1 
DUHP Dimensional US High Profitability ETF
+0.39%
+$20,632 
ES Eversource Energy
+0.38%
+$2,469.74 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$18,526.22 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$1,003.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$3,144.75 
AMGN Amgen Inc.
+0.34%
+$824.72 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$3,674.02 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$16,499.3 
XOM Exxon Mobil Corporation
+0.29%
+$1,078.2 
SCHF Schwab International Equity ETF
+0.29%
+$1,213.92 
CGGR Capital Group Growth ETF
+0.15%
+$14,942.27 
NVDA NVIDIA Corporation
+0.14%
+$3,149.71 
MSFT Microsoft Corp.
+0.1%
+$576.4 
BSV Vanguard Short-Term Bond ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$18,226.63 
SHOP Shopify Inc.
-1.96%
-$39,747.89 
AAPL Apple Inc.
-1.52%
-$788,454 
MU Micron Technology, Inc.
-1.42%
-$10,397.6 
AMZN Amazon.com Inc
-1.21%
-$9,695.34 
NFLX Netflix, Inc.
-1.14%
-$2,520.3 
AVGO Broadcom Inc.
-0.94%
-$2,667.95 
CSCO Cisco Systems, Inc.
-0.6%
-$3,101.77 
META Meta Platforms Inc Class A
-0.23%
-$620.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$43,378.74 
INTU Intuit Inc.
-0.1%
-$131.04 
MAGS Roundhill Magnificent Seven Fund
-0.09%
-$349.5 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.07%
-$1,192.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$3,592.08 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$469.68 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$451.11 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$38.98 Events
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Dividends
Dividend Analysis
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| Trades 789 | Longs Won 596/789 75% | Profit Factor 26.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.89M |
| Average Win $303,235.33 | Best Trade (Jun 12) $47.55M | Sharpe Ratio -14.04 |
| Average Loss -$35,030.7 | Worst Trade (Jun 30) -$1.8M | Z-Score 12.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $220,490.92 |
| 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% | 0.07% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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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