TG
Timothy Golas Portfolio
Invests via Spurstone Advisory Services LLC | Managed by Theodore (Ted) de Groot, Timothy Golas
Invests via Spurstone Advisory Services LLC
Managed by Theodore (Ted) de Groot, Timothy Golas
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and financial services companies, with experience across venture capital, corporate development and operational leadership. Timothy Golas combines portfolio management and deal execution skills, supporting scaling revenue, go-to-market and capital formation. Known for assessing product-market fit and structuring growth financings, he works with founders and boards to drive exits and strategic partnerships.
Seasoned investor and operator focused on growth-stage technology and financial services companies, with experience across venture capital, corporate development and operational leadership. Timothy Golas combines portfolio management and deal execution skills, supporting scaling revenue, go-to-market and capital formation. Known for assessing product-market fit and structuring growth financings, he works with founders and boards to drive exits and strategic partnerships.
Investment Philosophy & Strategy
Focused on growth-stage technology and financial services, he deploys concentrated, stage-aware capital to companies demonstrating clear product-market fit and scalable revenue engines. Investment decisions favor repeatable go-to-market models, unit-economics improvement, and capital-efficient growth; financings are structured to balance founder incentives with exit optionality. Uses an operator-investor lens—prioritizing board engagement, sales and partnership acceleration, and measurable KPI turnarounds. Time horizon is medium-term to exit, with tolerance for execution risk mitigated by active portfolio governance and milestone-driven follow-on reserve allocation.
Focused on growth-stage technology and financial services, he deploys concentrated, stage-aware capital to companies demonstrating clear product-market fit and scalable revenue engines. Investment decisions favor repeatable go-to-market models, unit-economics improvement, and capital-efficient growth; financings are structured to balance founder incentives with exit optionality. Uses an operator-investor lens—prioritizing board engagement, sales and partnership acceleration, and measurable KPI turnarounds. Time horizon is medium-term to exit, with tolerance for execution risk mitigated by active portfolio governance and milestone-driven follow-on reserve allocation.
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:
36.17%
Gain +0.56%
Monthly
1.56%
Yearly
20.36%
Drawdown
19.17%
$7.79M
Equity
Holdings
$7.79M
Investment
$6.17M
$1.86M
Profit +$46,694.62
Realized
$238,700.65
Unrealized
$1.62M
Dividends
$178,531.69
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$46,694.62
Win %
70%
This Week
Compared To Last Week
Gain
0.6%
Profit
$46,694.62
Win %
70%
This Month
Compared to last month
Gain
3.42%
Profit
$257,562.64
Win %
70%
This Year
Compared to last year
Gain
5.52%
Profit
$407,610.64
Win %
70%
LUMN Lumen Technologies Inc.
+6.41%
+$4,988 
PSX Phillips 66
+5.69%
+$290.25 
UBER Uber Technologies, Inc.
+4.01%
+$677.25 
FTNT Fortinet Inc.
+2.86%
+$11,425 
MRK Merck & Co., Inc.
+1.82%
+$875.16 
QS QuantumScape Corp
+1.81%
+$214.5 
GOOGL Alphabet Inc
+0.91%
+$289.8 
TSLA Tesla, Inc.
+0.7%
+$92 
RTX RTX Corporation
+0.49%
+$4,401.42 
CMBS iShares CMBS ETF
+0.19%
+$0.18 
F Ford Motor Company
+0.14%
+$79 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$0.72 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$0.34 
MP MP Materials Corp.
+0.04%
+$4 
OGN Organon & Co.
+0.04%
+$0.18 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$0.24 
LYFT Lyft Inc.
+0.03%
+$9.87 
CR Crane NXT Co.
+0.03%
+$2.4 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$0.51 
WBS Webster Financial Corporation
+0.03%
+$22.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$0.4 
ILTB iShares Core 10+ Year USD Bond ETF
+0.02%
+$0.14 
AEP American Electric Power Company, Inc.
+0.02%
+$2.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$0.06 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$0.06 
IVV iShares Core S&P 500 ETF
+0.01%
+$0.36 
TRV The Travelers Companies, Inc.
+0.01%
+$14.89 
VTV Vanguard Value ETF
+0.01%
+$0.42 
QCOM QUALCOMM Incorporated
+0.01%
+$3.06 
CAT Caterpillar Inc.
+0.01%
+$4 
MUB iShares National Muni Bond ETF
+0.01%
+$0.28 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
S SentinelOne Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 NE
NE
0%
$0 
WEN The Wendy's Company
-5.07%
-$585 
NVDA NVIDIA Corporation
-2.86%
-$897.4 
AAPL Apple Inc.
-1.62%
-$25,116.78 
KHC The Kraft Heinz Company
-1.54%
-$97.5 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$639 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$2.56 
AVIG Avantis Core Fixed Income ETF
-0.42%
-$2.55 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.41%
-$0.72 
ACHR Archer Aviation Inc.
-0.27%
-$30 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$2.4 
XERS Xeris Biopharma Holdings, Inc.
-0.19%
-$3 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.12%
-$0.48 
JOBY Joby Aviation, Inc.
-0.12%
-$20 
SMCI Super Micro Computer Inc
-0.1%
-$7.5 
CXT Crane NXT Co.
-0.07%
-$1.6 
XOM Exxon Mobil Corporation
-0.06%
-$322.75 
IBIT iShares Bitcoin Trust
-0.05%
-$31.7 
HCA HCA Healthcare Inc.
-0.05%
-$242.39 
CI The Cigna Group
-0.04%
-$9.12 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$0.85 
CLOX Eldridge AAA CLO ETF
-0.04%
-$0.13 
MO Altria Group, Inc.
-0.04%
-$5 
PFE Pfizer Inc.
-0.04%
-$73.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$0.45 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$182.17 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$1.46 
OTIS Otis Worldwide Corporation
-0.03%
-$1.36 
PANW Palo Alto Networks, Inc.
-0.02%
-$95.99 
IWM iShares Russell 2000 ETF
-0.02%
-$0.18 
UPS United Parcel Service, Inc.
-0.02%
-$63.64 
BAC Bank of America Corporation
-0.02%
-$7.8 
CARR Carrier Global Corporation
-0.02%
-$1.38 
AMZN Amazon.com Inc
-0.01%
-$10.64 
HHH Howard Hughes Holdings Inc.
-0.01%
-$3.5 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$57.84 
MRVL Marvell Technology, Inc.
-0.01%
-$6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$0.07 
VUG Vanguard Growth ETF
-0.01%
-$0.36 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$0.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$0.31 
RCL Royal Caribbean Group
-0.01%
-$4 
CVX Chevron Corporation
-0.01%
-$20.2 
IWN iShares Russell 2000 Value ETF
0%
-$0.01 
IDLV Invesco S&P International Developed Low Volatility ETF
0%
$0 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 301 | Longs Won 191/301 63% | Profit Factor 6.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $29,173.9 |
| Average Win $11,501.91 | Best Trade (Aug 31) $310,037.24 | Sharpe Ratio -17.03 |
| Average Loss -$3,099.91 | Worst Trade (Aug 28) -$59,858 | Z-Score 2.6 (99.07%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $6,165.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,513 | 2,261 | 2,010 | 1,759 | 1,508 | 1,256 | 1,005 | 754 | 503 | 251 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,954 | $1.22M | $1.53M | - | $306,185.33 | 25.08% | -1.618% |
| ACHR Archer Aviation Inc. | 2,000 | $9,840 | $11,150 | - | $1,310 | 13.31% | -0.268% |
| AEP American Electric Power Company, Inc. | 138 | $12,727 | $17,353.5 | - | $4,626.5 | 36.35% | +0.016% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 10 | $434 | $428.6 | - | -$5.4 | -1.24% | 0.0 |
| AMZN Amazon.com Inc | 266 | $58,135.14 | $73,001.04 | - | $14,865.9 | 25.57% | -0.015% |
| AVIG Avantis Core Fixed Income ETF | 15 | $620 | $610.35 | - | -$9.65 | -1.56% | -0.416% |
| AVUV Avantis U.S. Small Cap Value ETF | 6 | $523 | $762 | - | $239 | 45.7% | +0.095% |
| BAC Bank of America Corporation | 780 | $34,281 | $49,264.8 | - | $14,983.8 | 43.71% | -0.016% |
| CARR Carrier Global Corporation | 138 | $9,314.3 | $8,832 | - | -$482.3 | -5.18% | -0.016% |
| CAT Caterpillar Inc. | 100 | $106,490 | $84,223 | - | -$22,267 | -20.91% | +0.005% |
| CI The Cigna Group | 76 | $21,057 | $21,460.12 | - | $403.12 | 1.91% | -0.042% |
| CLOX Eldridge AAA CLO ETF | 13 | $331 | $331.89 | - | $0.89 | 0.27% | -0.039% |
| CLOZ Panagram BBB-B CLO ETF | 14 | $371 | $368.27 | - | -$2.73 | -0.74% | 0.0 |
| CMBS iShares CMBS ETF | 2 | $96 | $96.56 | - | $0.56 | 0.58% | +0.187% |
| CR Crane NXT Co. | 40 | $6,070 | $8,797.6 | - | $2,727.6 | 44.94% | +0.027% |
| CRWD CrowdStrike Holdings, Inc. | 1,928 | $314,302.15 | $413,343.92 | - | $99,041.77 | 31.51% | -0.014% |
| CVX Chevron Corporation | 2,020 | $292,576 | $376,831 | - | $84,255 | 28.8% | -0.005% |
| CXT Crane NXT Co. | 40 | $2,328 | $2,131.6 | - | -$196.4 | -8.44% | -0.075% |
| DON WisdomTree U.S. MidCap Dividend Fund | 26 | $1,287 | $1,515.28 | - | $228.28 | 17.74% | 0.0 |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 16 | $332 | $339.04 | - | $7.04 | 2.12% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Timothy Golas?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $47,286, RTX Corporation - $42,108.06, Exxon Mobil Corporation - $40,649.86, Alphabet Inc - $38,027, and International Business Machines Corporation - $37,536.32. 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: UnitedHealth Group Incorporated - $31,309.79, Microsoft Corp - $13,546.7, Carrier Global Corporation - $9,650.92, SentinelOne Inc - $9,212, and American Outdoor Brands Inc - $7,708. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Golas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $178,531.69 earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $32,493.32, Pfizer Inc - $23,797.92, Chevron Corporation - $21,008, Exxon Mobil Corporation - $20,562.06, and RTX Corporation - $12,599.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Golas's monthly returns?
Timothy Golas's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Timothy Golas's strategy be considered aggressive or moderate?
Timothy Golas's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Timothy Golas's strategy?
Timothy Golas's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
