Brian Krause Portfolio
Invests via Cascade Financial Partners, LLC | Managed by Brian Krause, Jeffrey McCulloch, Simon Perna
Invests via Cascade Financial Partners, LLC
Managed by Brian Krause, Jeffrey McCulloch, Simon Perna
Automatically Tracked
Brian Krause Profile
Investor and operator specializing in growth-stage technology and consumer investments, with experience sourcing deals, leading diligences and advising management teams. Brian Krause brings board-level governance experience, portfolio construction skills and an operator’s perspective on scaling go-to-market and product. Frequently involved in fundraising, LP relations and exit planning.
Investor and operator specializing in growth-stage technology and consumer investments, with experience sourcing deals, leading diligences and advising management teams. Brian Krause brings board-level governance experience, portfolio construction skills and an operator’s perspective on scaling go-to-market and product. Frequently involved in fundraising, LP relations and exit planning.
Investment Philosophy & Strategy
Operates as a growth-stage investor combining operator sensibilities with board-level governance to back technology and consumer businesses. Focuses on revenue-accelerating initiatives, repeatable go-to-market models, and product-led scaling, allocating capital to founders with clear unit economics and defensible growth channels. Emphasizes disciplined diligence, active portfolio construction, board engagement and exit-oriented value creation over a 3–7 year horizon while managing downside through staged capital and operational KPI gates.
Operates as a growth-stage investor combining operator sensibilities with board-level governance to back technology and consumer businesses. Focuses on revenue-accelerating initiatives, repeatable go-to-market models, and product-led scaling, allocating capital to founders with clear unit economics and defensible growth channels. Emphasizes disciplined diligence, active portfolio construction, board engagement and exit-oriented value creation over a 3–7 year horizon while managing downside through staged capital and operational KPI gates.
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:
42.01%
Gain +0.03%
Monthly
1.2%
Yearly
15.41%
Drawdown
16.93%
$1.11B
Equity
Holdings
$1.11B
Investment
$819.17M
$285.64M
Profit +$289,870.94
Realized
-$318,005.92
Unrealized
$285.96M
Dividends
$36.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$289,870.94
Win %
79%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$14.98M
Win %
79%
This Month
Compared to last month
Gain
-1.18%
Profit
-$13.22M
Win %
79%
This Year
Compared to last year
Gain
14.51%
Profit
$140.05M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$2.52M 
ETN Eaton Corporation plc
+7.32%
+$19,703.76 
GOOG Alphabet Inc
+6.88%
+$380,245.38 
GOOGL Alphabet Inc
+6.73%
+$402,482.64 
VRT Vertiv Holdings Co
+6.18%
+$13,661.98 
PLX Protalix Biotherapeutics Inc.
+4.41%
+$1,200 
META Meta Platforms Inc Class A
+3.28%
+$156,662.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$260,319.84 
MSFT Microsoft Corp.
+3.02%
+$314,826.07 
HTGC Hercules Capital Inc.
+3.01%
+$7,340.64 
NVDA NVIDIA Corporation
+2.93%
+$532,503.83 
CVX Chevron Corporation
+2.35%
+$11,955.4 
ORLY O'Reilly Automotive Inc.
+2.28%
+$6,373.97 
CSCO Cisco Systems, Inc.
+2.14%
+$24,411.78 
TPL Texas Pacific Land Corporation
+2.11%
+$12,494.99 
OKE ONEOK, Inc.
+1.95%
+$4,160.34 
ROK Rockwell Automation, Inc.
+1.93%
+$17,822.5 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,074.9 
ORCL Oracle Corporation
+1.81%
+$5,278.35 
ACN Accenture plc Class A
+1.61%
+$5,491.46 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$101,689.61 
VZ Verizon Communications Inc.
+1.52%
+$4,942.7 
LMT Lockheed Martin Corporation
+1.5%
+$7,137.01 
MPLX MPLX LP
+1.46%
+$14,797.44 
PH Parker-Hannifin Corporation
+1.43%
+$6,842.54 
HESM Hess Midstream LP
+1.39%
+$3,468.08 
WFC Wells Fargo & Company
+1.19%
+$5,776.26 
AMAT Applied Materials, Inc.
+1.18%
+$7,074.12 
ITW Illinois Tool Works Inc.
+1.15%
+$27,943.5 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$173,949.75 
VUG Vanguard Growth ETF
+1.1%
+$7,131.24 
NOW ServiceNow, Inc.
+1.05%
+$3,839.6 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$10,313.38 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,073.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$24,899.84 
UNP Union Pacific Corporation
+0.92%
+$7,582.83 
AMLP Alerian MLP ETF
+0.89%
+$25,716.18 
MLPA Global X MLP ETF
+0.87%
+$46,510.8 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$36,264.92 
IBM International Business Machines Corporation
+0.86%
+$13,001.23 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.86%
+$9,627.44 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,516 
GEV GE Vernova Inc.
+0.85%
+$2,418.21 
MCD McDonald's Corporation
+0.82%
+$5,150.22 
EMR Emerson Electric Co.
+0.79%
+$3,371.29 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$6,483.95 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$96,954.78 
SHLD Global X Defense Tech ETF
+0.77%
+$7,125.6 
TSLA Tesla, Inc.
+0.76%
+$47,284.56 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$18,679.32 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$130,539.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$28,403.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,287.35 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$21,274.81 
CAT Caterpillar Inc.
+0.7%
+$3,668.48 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$2,621.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$233,456.64 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$48,669.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$16,756.59 
PLTR Palantir Technologies Inc.
+0.65%
+$5,615.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$26,355.84 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$6,127.69 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$16,550.47 
ET Energy Transfer L.P.
+0.59%
+$8,650.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$17,186.1 
MO Altria Group, Inc.
+0.57%
+$7,034.82 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,718.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$69,155.18 
PSX Phillips 66
+0.51%
+$1,214.98 
UMI USCF Midstream Energy Income Fund
+0.5%
+$2,096.79 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$11,173.78 
NSC Norfolk Southern Corporation
+0.46%
+$1,339.22 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$40,755.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,770.67 
EBAY eBay Inc.
+0.43%
+$1,079.47 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,680 
CSX CSX Corporation
+0.42%
+$5,517.54 
PFE Pfizer Inc.
+0.4%
+$2,650.9 
RTX RTX Corporation
+0.39%
+$4,284.84 
AVGO Broadcom Inc.
+0.37%
+$6,068.16 
PG Procter & Gamble Co
+0.37%
+$1,167.06 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$30,425.88 
BAC Bank of America Corporation
+0.36%
+$2,450.8 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$1,393.92 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,732 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,506.29 
GD General Dynamics Corporation
+0.32%
+$925.98 
MRK Merck & Co., Inc.
+0.32%
+$6,013.21 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$4,380.21 
JPM JPMorgan Chase & Co.
+0.27%
+$3,735.56 
AMP Ameriprise Financial, Inc.
+0.25%
+$763.15 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$752.08 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$4,688.44 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$770.07 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$9,659.94 
JNJ Johnson & Johnson
+0.21%
+$4,299.36 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$12,733.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$754.2 
T AT&T Inc.
+0.17%
+$948.76 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$4,927.71 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$8,135.2 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$221.3 
ISRG Intuitive Surgical, Inc.
+0.1%
+$176.4 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$198.69 
C Citigroup Inc.
+0.1%
+$250.88 
AFL Aflac Inc.
+0.09%
+$1,430.04 
EPI WisdomTree India Earnings Fund
+0.07%
+$321.42 
BKLN Invesco Senior Loan ETF
+0.05%
+$134.15 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$475.02 
HDV iShares Core High Dividend ETF
+0.04%
+$89 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,461.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$2,074.26 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$490.32 
ILMN Illumina, Inc.
+0.01%
+$16.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$21,650.01 
AAPL Apple Inc.
-7.35%
-$4.65M 
SYK Stryker Corporation
-6.42%
-$15,012.48 
LIN Linde plc
-5.95%
-$20,849.15 
MU Micron Technology, Inc.
-5.9%
-$57,670.64 
GDX VanEck Gold Miners ETF
-3.49%
-$19,596.17 
EXK Endeavour Silver Corp.
-3.22%
-$3,675 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$15,011.7 
IBIT iShares Bitcoin Trust
-2.89%
-$7,106.24 
FBLG Fibrobiologics Inc.
-2.64%
-$312.13 
QCOM QUALCOMM Incorporated
-2.63%
-$8,291.24 
ABBV AbbVie Inc.
-2.51%
-$16,019.72 
YUM Yum! Brands, Inc.
-2.37%
-$6,558.36 
BA Boeing Company
-2.15%
-$7,311.34 
SLV iShares Silver Trust
-2.13%
-$3,488.4 
WES Western Midstream Partners, LP
-2%
-$8,479.7 
NFLX Netflix, Inc.
-2%
-$16,740.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$63,441.98 
PSCH Invesco S&P SmallCap Health Care ETF
-1.78%
-$10,369.3 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,679.66 
LRCX Lam Research Corporation
-1.58%
-$4,742.31 
OPK Opko Health Inc.
-1.49%
-$1,329.8 
GLD SPDR Gold Shares
-1.49%
-$27,639.11 
IAU iShares Gold Trust
-1.46%
-$17,505.96 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$7,050.9 
NVS Novartis AG Sponsored ADR
-1.45%
-$10,838.62 
RC Ready Capital Corporation
-1.38%
-$489.6 
TM Toyota Motor Corporation
-1.28%
-$18,277.73 
MDLZ Mondelez International, Inc.
-1.22%
-$3,913.15 
TJX The TJX Companies, Inc.
-1.21%
-$2,935.66 
REM iShares Mortgage Real Estate ETF
-1.2%
-$3,757 
NEE NextEra Energy, Inc.
-1.15%
-$18,331.5 
TXN Texas Instruments Inc
-1.08%
-$22,861.55 
LOW Lowe's Companies Inc.
-1.08%
-$1,979.44 
INTC Intel Corporation
-1.02%
-$6,165.9 
KO The Coca-Cola Company
-1.02%
-$5,280.3 
BOF BranchOut Food Inc.
-1.01%
-$1,000 
PAA Plains All American Pipeline, L.P.
-1.01%
-$6,414.75 
EQR Equity Residential
-1%
-$14,294.45 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,866.6 
XOM Exxon Mobil Corporation
-0.97%
-$7,948.35 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$8,049.82 
MORT VanEck Mortgage REIT Income ETF
-0.92%
-$5,208.84 
RVTY Revvity Inc.
-0.9%
-$165,924.42 
O Realty Income Corporation
-0.87%
-$11,774 
GILD Gilead Sciences Inc.
-0.81%
-$1,835.03 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$51,098.4 
SPGI S&P Global Inc.
-0.74%
-$1,556.5 
MA Mastercard Incorporated
-0.74%
-$10,013.01 
BLK BlackRock, Inc.
-0.73%
-$2,457.84 
STAG Stag Industrial Inc.
-0.73%
-$12,742.52 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$36,581.16 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$104,245.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$288,116.95 
AMGN Amgen Inc.
-0.64%
-$3,134.73 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$15,118.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,594.08 
EFA iShares MSCI EAFE ETF
-0.62%
-$36,365.34 
PM Philip Morris International Inc.
-0.61%
-$1,555.23 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$7,530.88 
SCHF Schwab International Equity ETF
-0.58%
-$5,969.12 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$1,945.34 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$69,324.25 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$31,245.13 
VNQ Vanguard Real Estate ETF
-0.54%
-$18,872.46 
LLY Eli Lilly and Company
-0.53%
-$1.45M 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,512.81 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,739.11 
SCHH Schwab U.S. REIT ETF
-0.49%
-$10,445.88 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$3,779.97 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,316.16 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$23,001 
IWM iShares Russell 2000 ETF
-0.47%
-$4,475.77 
SPG Simon Property Group, Inc.
-0.46%
-$8,856.39 
AVDE Avantis International Equity ETF
-0.46%
-$13,283.34 
PEP PepsiCo, Inc.
-0.46%
-$84,206.08 
DVY iShares Select Dividend ETF
-0.45%
-$10,562.11 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,540 
DIM WisdomTree International MidCap Dividend Fund
-0.43%
-$1,387 
BNL Broadstone Net Lease Inc.
-0.42%
-$32,103.72 
HD The Home Depot, Inc.
-0.42%
-$4,018.55 
MBB iShares MBS ETF
-0.4%
-$36,154.18 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,024.88 
VGT Vanguard Information Technology ETF
-0.38%
-$1,248.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$37,343.43 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$1,079.6 
CR Crane NXT Co.
-0.34%
-$2,120.34 
CL Colgate-Palmolive Company
-0.33%
-$915.3 
TFC Truist Financial Corporation
-0.33%
-$958.62 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,135.22 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,292.74 
VXF Vanguard Extended Market ETF
-0.3%
-$4,434.66 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,374.24 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$18,016.96 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,645.59 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,166.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,138 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,603.06 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$15,982.1 
COST Costco Wholesale Corporation
-0.24%
-$4,605.54 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$754.11 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$8,235.19 
VB Vanguard Small-Cap ETF
-0.22%
-$3,909.72 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,558.25 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$103.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,153.92 
EPD Enterprise Products Partners L.P.
-0.18%
-$3,328.34 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$1,625.12 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$7,901.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,953.26 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,976.58 
BIZD VanEck BDC Income ETF
-0.16%
-$376.02 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$465.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$617.99 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,585.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,940.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$17,849.44 
PZT Invesco New York AMT-Free Municipal Bond ETF
-0.14%
-$309.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$7,207.65 
IDV iShares International Select Dividend ETF
-0.14%
-$4,849.68 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$26,955.1 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,022.24 
MUB iShares National Muni Bond ETF
-0.11%
-$5,662.92 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$377.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$855.36 
TIP iShares TIPS Bond ETF
-0.1%
-$15,126.21 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,420.4 
PGX Invesco Preferred ETF
-0.09%
-$385.23 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$6,057.48 
IYF iShares U.S. Financials ETF
-0.09%
-$1,318.19 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$4,298 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$798.72 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$4,519.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$11,894.21 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$945.8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$484.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,792.8 
V Visa Inc. Class A
-0.04%
-$226.92 
NYF iShares New York Muni Bond ETF
-0.04%
-$1,154.9 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$144.84 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$4,009.74 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$94.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$939.19 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1687 | Longs Won 1261/1687 74% | Profit Factor 10.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.33M |
| Average Win $250,223.89 | Best Trade (Aug 20) $123.69M | Sharpe Ratio -12.35 |
| Average Loss -$70,165.59 | Worst Trade (Mar 31) -$12.98M | Z-Score 18.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w | Expectancy $169,319.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 189,780 | $34.13M | $58.62M | - | $24.5M | 71.78% | -7.354% |
| ABBV AbbVie Inc. | 2,476 | $451,698.32 | $621,327.44 | - | $169,629.12 | 37.55% | -2.513% |
| ACN Accenture plc Class A | 2,088 | $722,426.52 | $346,440.96 | - | -$375,985.56 | -52.04% | +1.611% |
| AFL Aflac Inc. | 11,917 | $1.03M | $1.52M | - | $487,661.55 | 47.28% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,552 | $436,830.86 | $443,228.24 | - | $6,397.38 | 1.46% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 13,660 | $693,838.51 | $804,437.4 | - | $110,598.89 | 15.94% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 55,568 | $4.09M | $6.5M | - | $2.41M | 58.97% | +1.588% |
| AMAT Applied Materials, Inc. | 1,199 | $219,501 | $608,696.34 | - | $389,195.34 | 177.31% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 6,866 | $1.19M | $3.27M | - | $2.08M | 174.63% | -1.904% |
| AMGN Amgen Inc. | 1,264 | $377,586.23 | $486,842.24 | - | $109,256.01 | 28.94% | -0.64% |
| AMLP Alerian MLP ETF | 52,482 | $2.44M | $2.9M | - | $461,101.16 | 18.88% | +0.894% |
| AMP Ameriprise Financial, Inc. | 553 | $242,457.32 | $301,849.54 | - | $59,392.22 | 24.5% | +0.253% |
| AMZN Amazon.com Inc | 69,855 | $13.2M | $18.97M | - | $5.78M | 43.77% | +15.321% |
| AVDE Avantis International Equity ETF | 31,627 | $1.97M | $2.88M | - | $917,286.11 | 46.62% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 46,002 | $3.47M | $4.81M | - | $1.35M | 38.79% | -0.476% |
| AVES Avantis Emerging Markets Value ETF | 108,720 | $5.55M | $6.77M | - | $1.22M | 21.99% | -0.749% |
| AVGO Broadcom Inc. | 4,214 | $837,669.31 | $1.64M | - | $802,756.61 | 95.83% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 4,229 | $316,456 | $341,322.59 | - | $24,866.59 | 7.86% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 62,578 | $4.35M | $5.77M | - | $1.42M | 32.67% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 61,549 | $5.87M | $7.71M | - | $1.84M | 31.26% | +0.032% |
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FAQ
Which stocks have generated the highest profits for Brian Krause?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $3.59M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.88M, VANGUARD TOTAL STOCK MKT ETF - $2.17M, Apple Inc - $1.81M, and iShares Core S&P 500 ETF - $1.71M. 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: Tesla, Inc - $8.04M, Fibrobiologics Inc - $1.43M, Intel Corporation - $887,943.64, Myers Industries Inc - $365,401.07, and Ready Capital Corporation - $303,343.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Krause's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.36M earned over time. The largest contributors to dividend income include Eli Lilly and Company - $3.56M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.43M, PepsiCo, Inc - $1.82M, iShares Core MSCI Emerging Markets ETF - $1.09M, and WisdomTree International LargeCap Dividend Fund - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Krause's monthly returns?
Brian Krause'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 Brian Krause's strategy be considered aggressive or moderate?
Brian Krause'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 Brian Krause's strategy?
Brian Krause'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.
