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:
2.83%
Gain
Monthly
0.15%
Yearly
1.83%
Drawdown
24.24%
$6.78M
Equity
Holdings
$6.78M
Investment
$5.23M
$1.71M
Profit +$39,094.89
Realized
$157,520.95
Unrealized
$1.55M
Dividends
$173,006.72
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$39,094.89
Win %
77%
This Week
Compared To Last Week
Gain
3.35%
Profit
$219,787.97
Win %
77%
This Month
Compared to last month
Gain
6.21%
Profit
$396,675.69
Win %
77%
This Year
Compared to last year
Gain
16.13%
Profit
$942,045.52
Win %
76%
TRV The Travelers Companies, Inc.
+8.16%
+$16,428.8 
HIG The Hartford Insurance Group, Inc.
+3.35%
+$1,375.5 
MRK Merck & Co., Inc.
+3.02%
+$1,443.64 
XERS Xeris Biopharma Holdings, Inc.
+2.47%
+$43 
PSX Phillips 66
+1.94%
+$97.75 
PANW Palo Alto Networks, Inc.
+1.78%
+$7,572 
RTX RTX Corporation
+1.57%
+$13,142.7 
XOM Exxon Mobil Corporation
+1.32%
+$5,979.14 
CVX Chevron Corporation
+1.26%
+$4,686.38 
AEP American Electric Power Company, Inc.
+1.22%
+$223.56 
VTRS Viatris Inc.
+1.21%
+$191.31 
F Ford Motor Company
+1.02%
+$7.25 
PFE Pfizer Inc.
+0.91%
+$1,688.39 
CR Crane NXT Co.
+0.7%
+$61.6 
BAC Bank of America Corporation
+0.63%
+$304.2 
FTNT Fortinet Inc.
+0.47%
+$1,872 
VTV Vanguard Value ETF
+0.4%
+$9.68 
CRWD CrowdStrike Holdings, Inc.
+0.37%
+$543 
ILTB iShares Core 10+ Year USD Bond ETF
+0.33%
+$2.24 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.28%
+$0.58 
UPS United Parcel Service, Inc.
+0.25%
+$1,070.68 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.23%
+$0.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.22%
+$1.14 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.16%
+$0.7 
IEI iShares 3-7 Year Treasury Bond ETF
+0.16%
+$1.48 
OGN Organon & Co.
+0.15%
+$0.74 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$0.34 
CLOZ Panagram BBB-B CLO ETF
+0.11%
+$0.42 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$0.46 
CARR Carrier Global Corporation
+0.1%
+$3.57 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$2.4 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$0.6 
AVIG Avantis Core Fixed Income ETF
+0.09%
+$0.53 
DON WisdomTree U.S. MidCap Dividend Fund
+0.08%
+$1.17 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$0.26 
CLOX Eldridge AAA CLO ETF
+0.02%
+$0.07 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$0.11 
LYFT Lyft Inc.
-3.16%
-$997.37 
UBER Uber Technologies, Inc.
-2.95%
-$273.12 
QS QuantumScape Corp
-2.71%
-$312 
MSFT Microsoft Corp.
-2.36%
-$94.7 
QCOM QUALCOMM Incorporated
-2.09%
-$1,092.42 
NVDA NVIDIA Corporation
-2.08%
-$237.05 
RCL Royal Caribbean Group
-1.85%
-$1,088 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$8.58 
IBIT iShares Bitcoin Trust
-1.75%
-$1,006.48 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$219.07 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.49%
-$54.56 
AVGO Broadcom Inc.
-1.47%
-$60.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$47.52 
HCA HCA Healthcare Inc.
-1.42%
-$6,476.49 
PNFP Pinnacle Financial Partners Inc.
-0.92%
-$348.7 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$17.71 
IVV iShares Core S&P 500 ETF
-0.79%
-$35.88 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$3,392.39 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$2.6 
CRM Salesforce Inc
-0.73%
-$25.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$10.76 
CXT Crane NXT Co.
-0.69%
-$14.4 
WBS Webster Financial Corporation
-0.56%
-$469.2 
OTIS Otis Worldwide Corporation
-0.5%
-$9.37 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.48%
-$4.68 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.47%
-$2.18 
AMZN Amazon.com Inc
-0.44%
-$420.74 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$3.18 
IWM iShares Russell 2000 ETF
-0.35%
-$3.15 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$0.94 
SWK Stanley Black & Decker Inc.
-0.33%
-$30 
IWR iShares Russell Mid-Cap ETF
-0.25%
-$4.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$0.34 
CMBS iShares CMBS ETF
-0.09%
-$0.09 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$0.15 
AAPL Apple Inc.
-0.06%
-$953.99 
HYBL SPDR Blackstone High Income Fund
-0.05%
-$0.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$0.4 
MUB iShares National Muni Bond ETF
-0.01%
-$0.53 Events
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Dividends
Dividend Analysis
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| Trades 247 | Longs Won 130/247 52% | Profit Factor 15.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $32,010.47 |
| Average Win $14,046.82 | Best Trade (Jul 17) $375,727.72 | Sharpe Ratio -14.65 |
| Average Loss -$984.91 | Worst Trade (Jul 14) -$25,881.84 | Z-Score -1.11 (73.23%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $6,926.53 |
| 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 | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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Returns
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