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:
88%
Gain -0.03%
Monthly
1.25%
Yearly
16.07%
Drawdown
22.11%
$575.33M
Equity
Holdings
$575.33M
Investment
$415.29M
$181.2M
Profit -$140,849.74
Realized
$21.15M
Unrealized
$160.05M
Dividends
$26.54M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$140,849.74
Win %
79%
This Week
Compared To Last Week
Gain
1.75%
Profit
$9.88M
Win %
79%
This Month
Compared to last month
Gain
1.75%
Profit
$9.88M
Win %
79%
This Year
Compared to last year
Gain
1.95%
Profit
$11.01M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$136,562.8 
GOOG Alphabet Inc
+6.88%
+$366,670.11 
GOOGL Alphabet Inc
+6.73%
+$34,334.16 
EXPO Exponent Inc.
+3.53%
+$10,640.76 
META Meta Platforms Inc Class A
+3.28%
+$8,486.4 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$11,883 
MSFT Microsoft Corp.
+3.02%
+$24,788.38 
NVDA NVIDIA Corporation
+2.93%
+$64,837.13 
CVX Chevron Corporation
+2.37%
+$16,634.88 
CSCO Cisco Systems, Inc.
+2.14%
+$10,342.08 
KLAC KLA Corporation
+1.38%
+$6,690.63 
WFC Wells Fargo & Company
+1.19%
+$3,596.52 
AMAT Applied Materials, Inc.
+1.18%
+$8,395.7 
TSLA Tesla, Inc.
+0.76%
+$10,754.43 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,034.54 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$2,028.23 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,414.76 
CAT Caterpillar Inc.
+0.7%
+$1,803.06 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,144.68 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$18,113.09 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$3,040.49 
CGGR Capital Group Growth ETF
+0.65%
+$63,790.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,052.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,963.08 
CGDV Capital Group Dividend Value ETF
+0.63%
+$76,998.73 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,609.73 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,344.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,495.88 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$20,283.52 
AVGO Broadcom Inc.
+0.37%
+$1,061.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,396.36 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$454,028 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,921 
JPM JPMorgan Chase & Co.
+0.27%
+$850.7 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,191.32 
JNJ Johnson & Johnson
+0.21%
+$4,458.89 
ADI Analog Devices, Inc.
+0.2%
+$1,106.29 
EBI Longview Advantage ETF
+0.17%
+$66,996.7 
USB U.S. Bancorp
+0.17%
+$450 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$426.08 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,415.89 
WMT Walmart Inc.
+0.09%
+$372.91 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$20,484.39 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6,542.76 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$4.02M 
MU Micron Technology, Inc.
-5.9%
-$37,793.12 
SHOP Shopify Inc.
-4.29%
-$96,164.25 
ZYME Zymeworks Inc.
-3.39%
-$14,338.94 
ES Eversource Energy
-3.05%
-$21,379.5 
QCOM QUALCOMM Incorporated
-2.63%
-$5,821.42 
PCG PG&E Corporation
-2.25%
-$5,492.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,041.8 
LRCX Lam Research Corporation
-1.58%
-$5,560.11 
XOM Exxon Mobil Corporation
-0.97%
-$3,881.61 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$2,030.92 
AVBH Avidbank Holdings Inc.
-0.76%
-$2,121 
AVRE Avantis Real Estate ETF
-0.75%
-$128,609.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,912.13 
AMGN Amgen Inc.
-0.64%
-$1,681.45 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$36,147.1 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$7,494.2 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,513.93 
SCHF Schwab International Equity ETF
-0.58%
-$2,252.48 
SBUX Starbucks Corporation
-0.57%
-$1,561.8 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$105,225.48 
LLY Eli Lilly and Company
-0.53%
-$4,009.02 
PHG Koninklijke Philips N.V.
-0.53%
-$1,125.46 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$36,483.92 
IWM iShares Russell 2000 ETF
-0.47%
-$1,020.25 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,286.05 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$2,641.51 
VTV Vanguard Value ETF
-0.27%
-$1,084.4 
DUHP Dimensional US High Profitability ETF
-0.27%
-$13,799.5 
COST Costco Wholesale Corporation
-0.24%
-$672.59 
VB Vanguard Small-Cap ETF
-0.22%
-$823.66 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$144,698.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$436.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$731.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$78,186.9 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,923.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$7,462.44 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$18,277.44 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$155.92 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$989.43 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$523.84 Events
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Dividends
Dividend Analysis
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| Trades 847 | Longs Won 616/847 72% | Profit Factor 18.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $310,746.6 | Best Trade (Aug 05) $51.28M | Sharpe Ratio -11.68 |
| Average Loss -$44,249.94 | Worst Trade (Jun 30) -$1.8M | Z-Score 11.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $213,929.36 |
| 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% | 0.11% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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 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 - $4.54M, 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 $26.54M 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) - $2.16M, Vanguard Short-Term Bond ETF - $1.87M, 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.
