KC
Kasey Cook Portfolio
Invests via Maripau Wealth Management LLC | Managed by Kasey Cook
Invests via Maripau Wealth Management LLC
Managed by Kasey Cook
Automatically Tracked
Kasey Cook Profile
Kasey Cook possesses a rich background in entrepreneurship and business leadership, having co-founded several successful startups that focus on innovative technology solutions. With extensive experience navigating the challenges of early-stage ventures, Cook has played a pivotal role in driving product development and market expansion strategies. Known for fostering collaborative environments, Kasey brings strong operational expertise to teams aiming to scale effectively. Her track record demonstrates an ability to leverage emerging trends and pivot as necessary to ensure sustained growth within competitive landscapes.
Kasey Cook possesses a rich background in entrepreneurship and business leadership, having co-founded several successful startups that focus on innovative technology solutions. With extensive experience navigating the challenges of early-stage ventures, Cook has played a pivotal role in driving product development and market expansion strategies. Known for fostering collaborative environments, Kasey brings strong operational expertise to teams aiming to scale effectively. Her track record demonstrates an ability to leverage emerging trends and pivot as necessary to ensure sustained growth within competitive landscapes.
Investment Philosophy & Strategy
Emphasizing a transformational approach, Kasey Cook harnesses her entrepreneurial spirit to identify disruptive opportunities in technology markets. With a keen sense for emerging trends and customer needs, she guides ventures toward innovative solutions that prioritize scalability and operational efficiency. Her leadership experience is characterized by fostering agile teams capable of adapting to rapid market changes. This flexibility enables an optimal response to competitive pressures while strategically navigating growth trajectories in dynamic industries.
Emphasizing a transformational approach, Kasey Cook harnesses her entrepreneurial spirit to identify disruptive opportunities in technology markets. With a keen sense for emerging trends and customer needs, she guides ventures toward innovative solutions that prioritize scalability and operational efficiency. Her leadership experience is characterized by fostering agile teams capable of adapting to rapid market changes. This flexibility enables an optimal response to competitive pressures while strategically navigating growth trajectories in 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:
48.85%
Gain -1.52%
Monthly
0.59%
Yearly
7.31%
Drawdown
15.89%
$246.99M
Equity
Holdings
$246.99M
Investment
$208.4M
$44.71M
Profit -$2.61M
Realized
$6.13M
Unrealized
$38.59M
Dividends
$11.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.52%
Profit
-$2.61M
Win %
70%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.26M
Win %
70%
This Month
Compared to last month
Gain
-1.23%
Profit
-$3.07M
Win %
70%
This Year
Compared to last year
Gain
8.59%
Profit
$19.53M
Win %
71%
GEVO Gevo Inc.
+6.75%
+$1,480.6 
MSTR Strategy Inc.
+5.17%
+$30,634.17 
MU Micron Technology, Inc.
+4.61%
+$24,906.69 
MSTY YieldMax MSTR Option Income Strategy ETF
+4.06%
+$8,070.92 
ABTC Gryphon Digital Mining, Inc
+3.58%
+$530.09 
AVGO Broadcom Inc.
+2.84%
+$15,963.5 
SHOP Shopify Inc.
+2.65%
+$7,334.61 
PLTR Palantir Technologies Inc.
+2.36%
+$5,169.84 
MSFT Microsoft Corp.
+2.11%
+$49,393.3 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.02%
+$10,658.16 
IBIT iShares Bitcoin Trust
+1.97%
+$95,195.1 
GOOG Alphabet Inc
+1.8%
+$13,559.52 
GOOGL Alphabet Inc
+1.66%
+$28,235.52 
BAI iShares A.I. Innovation and Tech Active ETF
+1.6%
+$17,021.08 
NOW ServiceNow, Inc.
+1.57%
+$5,540.4 
AMZN Amazon.com Inc
+1.33%
+$42,111.3 
SLV iShares Silver Trust
+1.16%
+$3,157.68 
SPMO Invesco S&P 500 Momentum ETF
+1.12%
+$6,449.66 
SMH VanEck Semiconductor ETF
+1.1%
+$23,588.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.09%
+$3,631.07 
XOM Exxon Mobil Corporation
+1.04%
+$3,548.07 
CHE Chemed Corporation
+1.03%
+$5,082.8 
GD General Dynamics Corporation
+1.02%
+$3,048.75 
V Visa Inc. Class A
+1%
+$9,532.49 
FANG Diamondback Energy Inc
+0.93%
+$6,155.73 
MTUM iShares MSCI USA Momentum Factor ETF
+0.92%
+$4,047.68 
CI The Cigna Group
+0.85%
+$2,556.12 
PGR Progressive Corporation
+0.81%
+$3,512.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$9,632.4 
VGT Vanguard Information Technology ETF
+0.73%
+$14,038.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$13,239.14 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$10,750.74 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$2,510.28 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$22,262.34 
META Meta Platforms Inc Class A
+0.58%
+$7,174.44 
PWR Quanta Services Inc.
+0.57%
+$3,901.76 
LMT Lockheed Martin Corporation
+0.56%
+$1,250.86 
AVEM Avantis Emerging Markets Equity ETF
+0.55%
+$2,593.08 
BLCR iShares Large Cap Core ACT ETF
+0.55%
+$3,476.01 
BR Broadridge Financial Solutions, Inc.
+0.53%
+$1,853.6 
IWY iShares Russell Top 200 Growth ETF
+0.52%
+$2,399.67 
SHLD Global X Defense Tech ETF
+0.52%
+$1,430.34 
XLC Communication Services Select Sector SPDR Fund
+0.48%
+$2,106.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.45%
+$13,929.76 
NVDA NVIDIA Corporation
+0.42%
+$17,173.4 
UBER Uber Technologies, Inc.
+0.4%
+$953.52 
PSFF Pacer Swan SOS Fund of Funds
+0.39%
+$80,577.45 
VUG Vanguard Growth ETF
+0.39%
+$7,397.28 
FMF First Trust Managed Futures Strategy Fund
+0.34%
+$810.9 
SPEM SPDR Portfolio Emerging Markets ETF
+0.34%
+$1,730.09 
THRO iShares U.S. Thematic Rotation Active ETF
+0.27%
+$2,297.47 
FRDM Freedom 100 Emerging Markets ETF
+0.2%
+$6,277.57 
UPSD Aptus Large Cap Upside ETF
+0.2%
+$7,518.6 
FELC Fidelity Enhanced Large Cap Core ETF
+0.18%
+$3,934.2 
FTLS First Trust Long/Short Equity ETF
+0.17%
+$379.73 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.16%
+$577.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$601.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.13%
+$2,509.56 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.13%
+$485.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$26,246.85 
IVV iShares Core S&P 500 ETF
+0.11%
+$4,335.36 
VOO Vanguard S&P 500 ETF
+0.11%
+$6,153.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$5,353.82 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$5,467.3 
BUFF Innovator Laddered Allocation Fund
+0.09%
+$759.33 
BUFR FT Vestladder Buffer ETF-USD I
+0.08%
+$1,532.49 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.06%
+$159 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.04%
+$76.9 
ACIO Aptus Collared Investment Opportunity ETF
+0.03%
+$3,093 
VT Vanguard Total World Stock ETF
+0.03%
+$88.24 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.02%
+$606.57 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.02%
+$111.58 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.01%
+$21.75 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$14.07 
SHV iShares Short Treasury Bond ETF
+0.01%
+$9.39 
BRK-B Berkshire Hathaway Inc.
0%
+$25.47 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
0%
-$2.67 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
ORCL Oracle Corporation
-2.97%
-$8,651.76 
AAPL Apple Inc.
-2.7%
-$135,660.65 
TSLA Tesla, Inc.
-2.4%
-$22,395.87 
STLD Steel Dynamics Inc.
-2.32%
-$11,340.42 
BA Boeing Company
-1.96%
-$6,900.6 
WMT Walmart Inc.
-1.68%
-$21,027.84 
NFLX Netflix, Inc.
-1.65%
-$5,158.5 
F Ford Motor Company
-1.58%
-$10,486.35 
AMT American Tower Corporation
-1.35%
-$6,847.1 
LLY Eli Lilly and Company
-1.32%
-$6,386.96 
JNJ Johnson & Johnson
-1.21%
-$3,188.52 
DIS The Walt Disney Company
-1.15%
-$2,752.87 
WFC Wells Fargo & Company
-0.99%
-$4,537.57 
PH Parker-Hannifin Corporation
-0.85%
-$1,910.22 
PG Procter & Gamble Co
-0.84%
-$1,760.88 
TT Trane Technologies plc
-0.81%
-$2,070.44 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$2,439.22 
VGLT Vanguard Long-Term Treasury Fund
-0.71%
-$5,150.53 
VNQ Vanguard Real Estate ETF
-0.69%
-$2,960.01 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,491.37 
BLV Vanguard Long-Term Bond ETF
-0.69%
-$2,688.63 
VCR Vanguard Consumer Discretionary ETF
-0.67%
-$2,495.87 
SCHH Schwab U.S. REIT ETF
-0.67%
-$2,519.55 
TLH iShares 10-20 Year Treasury Bond ETF
-0.62%
-$3,207.84 
VHT Vanguard Health Care ETF
-0.6%
-$3,560.57 
PGF Invesco Financial Preferred ETF
-0.58%
-$4,112.32 
DFAT Dimensional US Targeted Value ETF
-0.57%
-$6,145.6 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.53%
-$3,152.88 
GME Gamestop Corp.
-0.53%
-$7,157.83 
COST Costco Wholesale Corporation
-0.52%
-$4,914.81 
JPM JPMorgan Chase & Co.
-0.5%
-$5,134.2 
DISV Dimensional International Small Cap Equity Fund
-0.49%
-$1,680.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.47%
-$1,632.54 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.47%
-$1,260.15 
EFG iShares MSCI EAFE Growth ETF
-0.45%
-$2,224.26 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$1,313.13 
IVE ISHARES S&P 500 VALUE ETF
-0.45%
-$9,031.04 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$5,347.5 
IDUB Aptus International Enhanced Fund
-0.41%
-$10,206.35 
DFIS Dimensional International Small Cap ETF
-0.38%
-$1,185.3 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.34%
-$2,657.68 
CPRT Copart Inc.
-0.34%
-$1,070.27 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$10,984.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$44,062.77 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$2,089.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.31%
-$1,203.76 
SYSB iShares Systematic Bond ETF
-0.3%
-$723.09 
LIN Linde plc
-0.3%
-$1,246.95 
GOVT iShares U.S. Treasury Bond ETF
-0.3%
-$3,531.78 
BKAG BNY Mellon Core Bond ETF
-0.29%
-$18,027.74 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.29%
-$695.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$1,492.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$1,142.94 
DMBS DoubleLine Mortgage ETF
-0.27%
-$9,617.66 
OSCV Opus Small Cap Value ETF
-0.26%
-$7,856.31 
MBB iShares MBS ETF
-0.26%
-$2,792.88 
IWX iShares Russell Top 200 Value ETF
-0.25%
-$744.42 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$5,040.68 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$2,931.6 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$969.4 
JUCY Aptus Enhanced Yield ETF
-0.23%
-$4,585.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$10,709.33 
VTV Vanguard Value ETF
-0.21%
-$3,252.6 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$3,833.7 
VB Vanguard Small-Cap ETF
-0.19%
-$7,779.06 
BNDX Vanguard Total International Bond ETF
-0.18%
-$1,512.15 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$825.2 
IWM iShares Russell 2000 ETF
-0.14%
-$485.99 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.12%
-$304.79 
DFAW Dimensional World Equity ETF
-0.12%
-$347.23 
DSCO DoubleLine Securitized Credit ETF
-0.12%
-$376.32 
GLD SPDR Gold Shares
-0.11%
-$1,049.58 
OPEN Opendoor Technologies Inc.
-0.11%
-$58.72 
GLDM SPDR Gold MiniShares Trust
-0.11%
-$230.26 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$784.58 
BINC iShares Flexible Income Active ETF
-0.1%
-$479.5 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$522 
IAUM iShares Gold Trust Micro
-0.09%
-$539.17 
CORO Ishares International Country Rotational Active ETF
-0.09%
-$586.17 
IXUS iShares Core International Stock ETF
-0.07%
-$391.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$257.56 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$117.37 
APH Amphenol Corporation
-0.05%
-$250.67 
VO Vanguard Mid-Cap ETF
-0.04%
-$145.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.03%
-$201.8 
VFMV Vanguard U.S. Minimum Volatility ETF
-0.02%
-$139.53 
DRSK Aptus Defined Risk ETF
-0.02%
-$1,015.13 
ADME Aptus Drawdown Managed Equity Fund
0%
-$48.42 Events
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Dividends
Dividend Analysis
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| Trades 1998 | Longs Won 1101/1998 55% | Profit Factor 3.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,705.11 |
| Average Win $59,221.44 | Best Trade (Jul 22) $3.11M | Sharpe Ratio -9.19 |
| Average Loss -$22,841.27 | Worst Trade (Jul 24) -$1.01M | Z-Score -8.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $22,379.48 |
| 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 | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
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 Kasey Cook?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.85M, iShares MSCI USA Quality Factor ETF - $1.34M, iShares MSCI EAFE Value ETF - $947,716.13, iShares U.S. Technology ETF - $892,214.46, and NVIDIA Corporation - $862,760.75. 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 20+ Year Treasury Bond ETF - $1.3M, Rpar Risk Parity ETF - $977,771.93, iShares ESG Aware MSCI USA ETF - $939,046.54, iShares U.S. Treasury Bond ETF - $474,028.67, and UnitedHealth Group Incorporated - $211,570.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kasey Cook's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.22M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $764,419, iShares Core Universal USD Bond ETF - $579,975.2, iShares MSCI EAFE Value ETF - $571,919.11, iShares Core S&P 500 ETF - $405,839.94, and BNY Mellon Core Bond ETF - $363,015.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kasey Cook's monthly returns?
Kasey Cook'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 Kasey Cook's strategy be considered aggressive or moderate?
Kasey Cook'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 Kasey Cook's strategy?
Kasey Cook'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.
