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:
41.47%
Gain -0.28%
Monthly
1.63%
Yearly
21.4%
Drawdown
19.17%
$8.04M
Equity
Holdings
$8.04M
Investment
$6.17M
$2.11M
Profit -$21,034.4
Realized
$238,700.65
Unrealized
$1.87M
Dividends
$199,295.28
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$21,034.4
Win %
57%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$85,132.4
Win %
57%
This Month
Compared to last month
Gain
1.59%
Profit
$126,071.49
Win %
57%
This Year
Compared to last year
Gain
9.02%
Profit
$665,274.9
Win %
61%
QS QuantumScape Corp
+7.76%
+$594.75 
LUMN Lumen Technologies Inc.
+7.58%
+$4,302.15 
WEN The Wendy's Company
+4.58%
+$442.5 
VTRS Viatris Inc.
+4.33%
+$687.8 
LYFT Lyft Inc.
+4.04%
+$1,313.37 
CXT Crane NXT Co.
+3.41%
+$72 
QCOM QUALCOMM Incorporated
+3.39%
+$1,790.1 
ACHR Archer Aviation Inc.
+3.32%
+$270 
CI The Cigna Group
+3.3%
+$725.8 
JOBY Joby Aviation, Inc.
+3.25%
+$300 
MP MP Materials Corp.
+3.05%
+$244 
XERS Xeris Biopharma Holdings, Inc.
+3.02%
+$59 
UBER Uber Technologies, Inc.
+2.76%
+$430.87 
RCL Royal Caribbean Group
+2.42%
+$1,326 
F Ford Motor Company
+2.37%
+$1,125.75 
KHC The Kraft Heinz Company
+2.25%
+$127.5 
HHH Howard Hughes Holdings Inc.
+2.21%
+$528.5 
OTIS Otis Worldwide Corporation
+2.05%
+$96.22 
UPS United Parcel Service, Inc.
+1.76%
+$5,377.58 
PNFP Pinnacle Financial Partners Inc.
+1.76%
+$956.48 
IDLV Invesco S&P International Developed Low Volatility ETF
+1.65%
+$0.57 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.57%
+$4.35 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.4%
+$16.4 
PFE Pfizer Inc.
+1.39%
+$2,974.32 
DON WisdomTree U.S. MidCap Dividend Fund
+1.34%
+$19.11 
ILTB iShares Core 10+ Year USD Bond ETF
+1.31%
+$8.33 
IWN iShares Russell 2000 Value ETF
+1.22%
+$2.53 
HYD VanEck High Yield Muni ETF
+1.19%
+$12.07 
IWM iShares Russell 2000 ETF
+1.11%
+$9.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.09%
+$21.68 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$7.13 
IWR iShares Russell Mid-Cap ETF
+1.03%
+$19.04 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.02%
+$2.02 
TRV The Travelers Companies, Inc.
+0.97%
+$2,175.39 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$6.9 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.91%
+$3.86 
IBIT iShares Bitcoin Trust
+0.9%
+$657.77 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$3.58 
MO Altria Group, Inc.
+0.87%
+$127 
BAC Bank of America Corporation
+0.83%
+$331.5 
VTV Vanguard Value ETF
+0.82%
+$50.54 
MUB iShares National Muni Bond ETF
+0.81%
+$45.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$4.97 
CARR Carrier Global Corporation
+0.77%
+$57.96 
VTEB Vanguard Tax-Exempt Bond ETF
+0.75%
+$50.05 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$20.82 
SCHV Schwab U.S. Large-Cap Value ETF
+0.72%
+$3.19 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.71%
+$2.95 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.71%
+$1.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$17.2 
AVIG Avantis Core Fixed Income ETF
+0.66%
+$3.9 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.64%
+$3.51 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.59%
+$0.75 
HIG The Hartford Insurance Group, Inc.
+0.5%
+$198 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.49%
+$2.46 
AMZN Amazon.com Inc
+0.48%
+$324.52 
GOOGL Alphabet Inc
+0.48%
+$150.3 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.48%
+$20.21 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.46%
+$1.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.46%
+$1.89 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.44%
+$1.44 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$3.92 
CR Crane NXT Co.
+0.42%
+$34.2 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,166.14 
IVV iShares Core S&P 500 ETF
+0.34%
+$15.78 
S SentinelOne Inc.
+0.33%
+$247.5 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.16%
+$1.08 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$0.48 
OGN Organon & Co.
+0.11%
+$0.56 
CMBS iShares CMBS ETF
+0.09%
+$0.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$2.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.05%
+$1.99 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$0.22 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.03%
+$0.27 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$0.06 
CLOX Eldridge AAA CLO ETF
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 NE
NE
0%
$0 
PSX Phillips 66
-3.51%
-$261 
CRWD CrowdStrike Holdings, Inc.
-2.89%
-$13,891.22 
SMCI Super Micro Computer Inc
-2.64%
-$236.25 
MRVL Marvell Technology, Inc.
-2.28%
-$1,120 
CAT Caterpillar Inc.
-1.79%
-$1,344 
FTNT Fortinet Inc.
-1.79%
-$8,250.01 
PANW Palo Alto Networks, Inc.
-1.6%
-$7,212.01 
XOM Exxon Mobil Corporation
-1.51%
-$9,072.64 
CVX Chevron Corporation
-1.41%
-$6,322.59 
NVDA NVIDIA Corporation
-1.4%
-$432.6 
AEP American Electric Power Company, Inc.
-1.38%
-$240.12 
TSLA Tesla, Inc.
-1.25%
-$182.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.73%
-$11.5 
WBS Webster Financial Corporation
-0.51%
-$441.6 
RTX RTX Corporation
-0.34%
-$2,584.32 
MRK Merck & Co., Inc.
-0.22%
-$123.42 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$1.1 
CLOZ Panagram BBB-B CLO ETF
-0.13%
-$0.49 
HCA HCA Healthcare Inc.
-0.05%
-$309.06 
VUG Vanguard Growth ETF
-0.02%
-$0.72 
AAPL Apple Inc.
0%
-$49.49 Events
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Dividends
Dividend Analysis
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| Trades 301 | Longs Won 173/301 57% | Profit Factor 7.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $34,527.78 |
| Average Win $14,151.92 | Best Trade (Oct 14) $415,383.27 | Sharpe Ratio -17.03 |
| Average Loss -$2,615.19 | Worst Trade (Oct 14) -$39,093.45 | Z-Score -1.26 (79.25%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $7,021.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,077 | 2,769 | 2,462 | 2,154 | 1,846 | 1,538 | 1,231 | 923 | 615 | 308 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,954 | $1.22M | $1.7M | - | $478,039.59 | 39.15% | -0.003% |
| ACHR Archer Aviation Inc. | 2,000 | $9,840 | $8,410 | - | -$1,430 | -14.53% | +3.317% |
| AEP American Electric Power Company, Inc. | 138 | $12,727 | $17,165.82 | - | $4,438.82 | 34.88% | -1.38% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 10 | $434 | $417.35 | - | -$16.65 | -3.84% | +0.712% |
| AMZN Amazon.com Inc | 266 | $58,135.14 | $67,909.8 | - | $9,774.66 | 16.81% | +0.48% |
| AVIG Avantis Core Fixed Income ETF | 15 | $620 | $596.4 | - | -$23.6 | -3.81% | +0.658% |
| AVUV Avantis U.S. Small Cap Value ETF | 6 | $523 | $722.04 | - | $199.04 | 38.06% | +0.965% |
| BAC Bank of America Corporation | 780 | $34,281 | $40,415.7 | - | $6,134.7 | 17.9% | +0.827% |
| CARR Carrier Global Corporation | 138 | $9,314.3 | $7,543.08 | - | -$1,771.22 | -19.02% | +0.774% |
| CAT Caterpillar Inc. | 100 | $106,490 | $73,554 | - | -$32,936 | -30.93% | -1.794% |
| CI The Cigna Group | 76 | $21,057 | $22,733.88 | - | $1,676.88 | 7.96% | +3.298% |
| CLOX Eldridge AAA CLO ETF | 13 | $331 | $332.28 | - | $1.28 | 0.39% | 0.0 |
| CLOZ Panagram BBB-B CLO ETF | 14 | $371 | $366.87 | - | -$4.13 | -1.11% | -0.133% |
| CMBS iShares CMBS ETF | 2 | $96 | $94.92 | - | -$1.08 | -1.12% | +0.094% |
| CR Crane NXT Co. | 40 | $6,070 | $8,193 | - | $2,123 | 34.98% | +0.419% |
| CRWD CrowdStrike Holdings, Inc. | 1,928 | $314,302.15 | $466,739.88 | - | $152,437.73 | 48.5% | -2.89% |
| CVX Chevron Corporation | 2,020 | $292,576 | $442,198.2 | - | $149,622.2 | 51.14% | -1.41% |
| CXT Crane NXT Co. | 40 | $2,328 | $2,182.4 | - | -$145.6 | -6.25% | +3.412% |
| DON WisdomTree U.S. MidCap Dividend Fund | 26 | $1,287 | $1,443.65 | - | $156.65 | 12.17% | +1.341% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 16 | $332 | $331.6 | - | -$0.4 | -0.12% | +0.436% |
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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 Timothy Golas?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $47,286, RTX Corporation - $45,055.8, Exxon Mobil Corporation - $44,149.8, Alphabet Inc - $38,046.8, 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 $199,295.28 earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $37,711.8, Chevron Corporation - $24,603.6, Exxon Mobil Corporation - $24,062, Pfizer Inc - $23,797.92, and RTX Corporation - $15,547.33. 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.
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