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:
41.26%
Gain -0.48%
Monthly
1.25%
Yearly
16.11%
Drawdown
16.92%
$1.1B
Equity
Holdings
$1.1B
Investment
$819.17M
$280.66M
Profit -$4.54M
Realized
$82,762.05
Unrealized
$280.57M
Dividends
$34.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$4.54M
Win %
79%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$277,699.87
Win %
79%
This Month
Compared to last month
Gain
-0.58%
Profit
-$6.45M
Win %
79%
This Year
Compared to last year
Gain
13.95%
Profit
$134.67M
Win %
77%
GDX VanEck Gold Miners ETF
+4.09%
+$22,191.92 
EXK Endeavour Silver Corp.
+3.72%
+$4,483.5 
PM Philip Morris International Inc.
+3.19%
+$7,914.59 
TPL Texas Pacific Land Corporation
+2.85%
+$17,880 
T AT&T Inc.
+2.81%
+$14,824.37 
SLV iShares Silver Trust
+2.52%
+$4,085.1 
NFLX Netflix, Inc.
+2.3%
+$18,116.28 
LMT Lockheed Martin Corporation
+2.19%
+$9,200.37 
CNQ Canadian Natural Resources Limited
+2.15%
+$6,069.85 
VZ Verizon Communications Inc.
+1.95%
+$6,037.86 
QCOM QUALCOMM Incorporated
+1.93%
+$6,940.52 
MRK Merck & Co., Inc.
+1.86%
+$34,465.1 
WES Western Midstream Partners, LP
+1.72%
+$7,140.8 
GD General Dynamics Corporation
+1.6%
+$4,455.33 
CL Colgate-Palmolive Company
+1.54%
+$4,240.89 
GLD SPDR Gold Shares
+1.5%
+$27,589.98 
IAU iShares Gold Trust
+1.49%
+$17,738.34 
XOM Exxon Mobil Corporation
+1.48%
+$11,636.8 
SHLD Global X Defense Tech ETF
+1.47%
+$13,137.83 
SGOL abrdn Physical Gold Shares ETF
+1.45%
+$6,989.05 
JNJ Johnson & Johnson
+1.41%
+$28,554.24 
NEE NextEra Energy, Inc.
+1.41%
+$22,415.25 
PSX Phillips 66
+1.39%
+$3,307.5 
YUM Yum! Brands, Inc.
+1.37%
+$3,552.45 
GILD Gilead Sciences Inc.
+1.36%
+$3,044.11 
HESM Hess Midstream LP
+1.34%
+$3,313.26 
MDLZ Mondelez International, Inc.
+1.29%
+$3,913.14 
ET Energy Transfer L.P.
+1.24%
+$18,021.25 
ETN Eaton Corporation plc
+1.22%
+$3,417.35 
PH Parker-Hannifin Corporation
+1.19%
+$5,672.22 
IDV iShares International Select Dividend ETF
+1.16%
+$40,414 
GS The Goldman Sachs Group, Inc.
+1.14%
+$3,043.02 
IFRA iShares U.S. Infrastructure
+1.12%
+$14,767.92 
EPD Enterprise Products Partners L.P.
+1.11%
+$20,445.21 
UMI USCF Midstream Energy Income Fund
+1.11%
+$4,721.24 
DVYE iShares Emerging Markets Dividend ETF
+1.09%
+$9,717.76 
PG Procter & Gamble Co
+1.04%
+$3,380.07 
AMD Advanced Micro Devices, Inc.
+1.02%
+$38,277.95 
CVX Chevron Corporation
+1.01%
+$5,118.07 
DVY iShares Select Dividend ETF
+0.97%
+$23,031.9 
ITW Illinois Tool Works Inc.
+0.94%
+$22,096.86 
HDV iShares Core High Dividend ETF
+0.94%
+$2,358.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.93%
+$8,917.37 
VYMI Vanguard International High Dividend Yield Index Fund
+0.92%
+$6,197.18 
BLK BlackRock, Inc.
+0.91%
+$2,919.85 
RTX RTX Corporation
+0.88%
+$8,722.71 
AVIV Avantis International Large Cap Value ETF
+0.87%
+$2,918.01 
CSCO Cisco Systems, Inc.
+0.86%
+$9,744.62 
AMLP Alerian MLP ETF
+0.86%
+$24,666.54 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.82%
+$22,807.35 
MPLX MPLX LP
+0.81%
+$8,103.36 
MLPA Global X MLP ETF
+0.8%
+$42,239.4 
DOL WisdomTree International LargeCap Dividend Fund
+0.79%
+$157,336.92 
AVDV Avantis International Small Cap Value ETF
+0.78%
+$37,261.62 
BNY BlackRock New York Municipal Income Trust
+0.76%
+$23,751.76 
BOF BranchOut Food Inc.
+0.74%
+$750 
ROK Rockwell Automation, Inc.
+0.74%
+$6,749.77 
AVES Avantis Emerging Markets Value ETF
+0.72%
+$50,011.2 
TJX The TJX Companies, Inc.
+0.71%
+$1,689.55 
PAVE Global X U.S. Infrastructure Development ETF
+0.71%
+$62,700.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.7%
+$1,891.98 
VOE Vanguard Mid-Cap Value ETF
+0.7%
+$24,105.58 
VYM Vanguard High Dividend Yield ETF
+0.69%
+$54,001.5 
EMR Emerson Electric Co.
+0.69%
+$2,742.72 
KO The Coca-Cola Company
+0.69%
+$3,314.86 
OKE ONEOK, Inc.
+0.68%
+$1,482.42 
VGK Vanguard FTSE Europe ETF
+0.66%
+$2,252.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.66%
+$2,702.55 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.65%
+$2,019.96 
PAA Plains All American Pipeline, L.P.
+0.64%
+$3,977.14 
AVDE Avantis International Equity ETF
+0.63%
+$18,027.39 
AMGN Amgen Inc.
+0.62%
+$2,888.23 
O Realty Income Corporation
+0.62%
+$8,473.08 
BRK-A Berkshire Hathaway Inc.
+0.61%
+$26,844 
CAT Caterpillar Inc.
+0.57%
+$3,306.17 
XLP Consumer Staples Select Sector SPDR Fund
+0.57%
+$4,320 
DON WisdomTree U.S. MidCap Dividend Fund
+0.57%
+$27,937 
AFL Aflac Inc.
+0.57%
+$8,341.9 
SDY SPDR S&P Dividend ETF
+0.55%
+$4,586.6 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.5%
+$25,984.48 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.49%
+$33,896.48 
BAC Bank of America Corporation
+0.49%
+$3,342 
MO Altria Group, Inc.
+0.49%
+$6,403.49 
DIM WisdomTree International MidCap Dividend Fund
+0.48%
+$1,524.61 
IWS iShares Russell Mid-Cap Value ETF
+0.48%
+$1,988.8 
CR Crane NXT Co.
+0.48%
+$3,048.07 
DGRO iShares Core Dividend Growth ETF
+0.47%
+$29,892.04 
BA Boeing Company
+0.46%
+$1,451.52 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.46%
+$1,466.33 
ORCL Oracle Corporation
+0.45%
+$1,291.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.44%
+$21,893.27 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.44%
+$6,974.27 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.44%
+$5,295.15 
DFAT Dimensional US Targeted Value ETF
+0.42%
+$9,614.34 
EFA iShares MSCI EAFE ETF
+0.41%
+$23,417.08 
EQR Equity Residential
+0.4%
+$5,760.45 
VO Vanguard Mid-Cap ETF
+0.39%
+$29,868.3 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.38%
+$2,247.74 
PFE Pfizer Inc.
+0.38%
+$2,518.36 
JPM JPMorgan Chase & Co.
+0.37%
+$5,106.59 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$8,639.28 
PFF iShares Preferred and Income Securities ETF
+0.36%
+$728.53 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.35%
+$31,583.65 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.35%
+$1,457.81 
LIN Linde plc
+0.34%
+$1,185.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.34%
+$19,399.18 
IJH iShares Core S&P Mid-Cap ETF
+0.33%
+$1,179.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.32%
+$51,146.14 
TFC Truist Financial Corporation
+0.32%
+$930.43 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$2,596.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.32%
+$1,205.1 
IUSV iShares Core S&P U.S. Value ETF
+0.31%
+$2,150.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.3%
+$131,799.3 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$23,391.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$3,269.81 
SCHF Schwab International Equity ETF
+0.27%
+$2,798.03 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.27%
+$39,092.08 
GOOG Alphabet Inc
+0.25%
+$14,319.21 
HD The Home Depot, Inc.
+0.25%
+$2,399.53 
PEP PepsiCo, Inc.
+0.24%
+$43,418.76 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.24%
+$13,289.15 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.22%
+$14,383.89 
AZN AstraZeneca PLC American Depositary Shares
+0.22%
+$406.26 
MU Micron Technology, Inc.
+0.2%
+$2,183.76 
AVUV Avantis U.S. Small Cap Value ETF
+0.19%
+$14,464.01 
IWD iShares Russell 1000 Value ETF
+0.18%
+$1,545.63 
SCHM Schwab U.S. Mid-Cap ETF
+0.17%
+$2,111.22 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.17%
+$11,459.97 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,232.04 
XLRE The Real Estate Select Sector SPDR Fund
+0.15%
+$1,137.99 
VIG Vanguard Dividend Appreciation ETF
+0.15%
+$14,681.45 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.14%
+$459.84 
NVS Novartis AG Sponsored ADR
+0.12%
+$851.94 
GOOGL Alphabet Inc
+0.11%
+$6,627.44 
JQC Nuveen Credit Strategies Income Fund
+0.1%
+$51.52 
VB Vanguard Small-Cap ETF
+0.1%
+$1,836.44 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.1%
+$870.6 
CSX CSX Corporation
+0.09%
+$1,182.33 
SCHH Schwab U.S. REIT ETF
+0.08%
+$1,740.98 
INTC Intel Corporation
+0.08%
+$528.41 
TM Toyota Motor Corporation
+0.07%
+$965.9 
ABBV AbbVie Inc.
+0.07%
+$420.92 
IYF iShares U.S. Financials ETF
+0.06%
+$933.75 
AMP Ameriprise Financial, Inc.
+0.06%
+$160.37 
ISHG iShares 3 Year International Treasury Bond ETF
+0.05%
+$8,021.08 
IBM International Business Machines Corporation
+0.05%
+$748.7 
VNQ Vanguard Real Estate ETF
+0.04%
+$1,572.7 
DFAS Dimensional U.S. Small Cap ETF
+0.04%
+$1,975.26 
NSC Norfolk Southern Corporation
+0.04%
+$116.64 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$189.94 
BKLN Invesco Senior Loan ETF
+0.03%
+$67.08 
C Citigroup Inc.
+0.02%
+$57.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.02%
+$356.61 
SPG Simon Property Group, Inc.
+0.01%
+$248.39 
MCD McDonald's Corporation
+0.01%
+$46.82 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-6.77%
-$21,265.15 
NOW ServiceNow, Inc.
-4.34%
-$14,646.75 
PLTR Palantir Technologies Inc.
-4.12%
-$38,356.03 
MRSH Marsh & McLennan Companies, Inc.
-3.02%
-$24,282.27 
COIN Coinbase Global, Inc.
-2.42%
-$5,325 
META Meta Platforms Inc Class A
-2.25%
-$128,262.89 
MSFT Microsoft Corp.
-1.95%
-$179,372.17 
PANW Palo Alto Networks, Inc.
-1.65%
-$11,969.38 
RC Ready Capital Corporation
-1.62%
-$612 
VRT Vertiv Holdings Co
-1.57%
-$4,636.52 
AMZN Amazon.com Inc
-1.53%
-$264,051.9 
LLY Eli Lilly and Company
-1.49%
-$4.14M 
IBIT iShares Bitcoin Trust
-1.29%
-$3,251.44 
OPK Opko Health Inc.
-1.24%
-$997.35 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.23%
-$6,458.67 
REM iShares Mortgage Real Estate ETF
-1.21%
-$3,829.25 
WFC Wells Fargo & Company
-1.05%
-$5,209.96 
AMAT Applied Materials, Inc.
-0.99%
-$6,684.47 
MORT VanEck Mortgage REIT Income ETF
-0.96%
-$5,498.22 
EPI WisdomTree India Earnings Fund
-0.96%
-$4,339.17 
LRCX Lam Research Corporation
-0.95%
-$3,072.41 
SYK Stryker Corporation
-0.9%
-$1,905.12 
AAPL Apple Inc.
-0.9%
-$559,849.1 
EBAY eBay Inc.
-0.83%
-$2,070.82 
CRWD CrowdStrike Holdings, Inc.
-0.82%
-$72,464.92 
PSCH Invesco S&P SmallCap Health Care ETF
-0.8%
-$4,596.7 
TXN Texas Instruments Inc
-0.79%
-$17,335.22 
AIQ Global X Artificial Intelligence & Technology ETF
-0.75%
-$6,283.6 
MGK Vanguard Mega Cap Growth ETF
-0.72%
-$115,356.15 
ISRG Intuitive Surgical, Inc.
-0.67%
-$1,146.6 
UNH UnitedHealth Group Incorporated
-0.67%
-$4,807.32 
VUG Vanguard Growth ETF
-0.66%
-$4,376.13 
BIZD VanEck BDC Income ETF
-0.6%
-$1,410.08 
VGT Vanguard Information Technology ETF
-0.57%
-$1,916.64 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.56%
-$6,512.68 
HTGC Hercules Capital Inc.
-0.53%
-$1,299.9 
MOAT VanEck Morningstar Wide Moat Fund
-0.51%
-$10,548.9 
IWM iShares Russell 2000 ETF
-0.49%
-$4,636.8 
BNL Broadstone Net Lease Inc.
-0.48%
-$39,237.88 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$12,173.04 
MA Mastercard Incorporated
-0.48%
-$6,031.36 
EEM iShares MSCI Emerging Markets ETF
-0.47%
-$4,020.08 
RVTY Revvity Inc.
-0.45%
-$80,522.15 
COST Costco Wholesale Corporation
-0.38%
-$7,160.9 
KRE SPDR S&P Regional Banking ETF
-0.37%
-$1,347.64 
STAG Stag Industrial Inc.
-0.36%
-$6,826.35 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$65,293.27 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$14,187.04 
TSLA Tesla, Inc.
-0.33%
-$24,844.64 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.32%
-$3,277.5 
NVDA NVIDIA Corporation
-0.31%
-$60,617.7 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.31%
-$964.65 
ORLY O'Reilly Automotive Inc.
-0.29%
-$816.76 
FBLG Fibrobiologics Inc.
-0.27%
-$34.5 
PZT Invesco New York AMT-Free Municipal Bond ETF
-0.25%
-$576.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.24%
-$755.3 
MBB iShares MBS ETF
-0.24%
-$21,985.65 
TLH iShares 10-20 Year Treasury Bond ETF
-0.23%
-$28,990.35 
VXF Vanguard Extended Market ETF
-0.23%
-$3,417.81 
PLX Protalix Biotherapeutics Inc.
-0.21%
-$60 
NYF iShares New York Muni Bond ETF
-0.2%
-$6,063.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.2%
-$3,920.96 
AVGO Broadcom Inc.
-0.19%
-$3,160.54 
PGX Invesco Preferred ETF
-0.18%
-$770.46 
MUB iShares National Muni Bond ETF
-0.18%
-$9,202.25 
UNP Union Pacific Corporation
-0.18%
-$1,533.6 
SCHE Schwab Emerging Markets Equity ETF
-0.18%
-$7,603.96 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$12,846.33 
IEI iShares 3-7 Year Treasury Bond ETF
-0.16%
-$20,638.42 
SCHA Schwab U.S. Small-Cap ETF
-0.16%
-$856.68 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$952.71 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$8,130.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$660.04 
V Visa Inc. Class A
-0.15%
-$842.92 
IVV iShares Core S&P 500 ETF
-0.14%
-$49,244.76 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$760.62 
SCHX Schwab U.S. Large-Cap ETF
-0.14%
-$1,290.04 
VOO Vanguard S&P 500 ETF
-0.13%
-$2,474.19 
SPGI S&P Global Inc.
-0.13%
-$283.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.13%
-$3,759.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$3,124.11 
LOW Lowe's Companies Inc.
-0.12%
-$218 
CSQ Calamos Strategic Total Return Fund
-0.12%
-$468.07 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$8,076.64 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.12%
-$10,371.3 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$4,631.79 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.12%
-$404.91 
IWN iShares Russell 2000 Value ETF
-0.11%
-$1,159.59 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$2,890.16 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$13,673.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$14,258.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.1%
-$1,207.91 
IWP iShares Russell Mid-Cap Growth ETF
-0.1%
-$361.2 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$933.34 
ESGU iShares ESG Aware MSCI USA ETF
-0.09%
-$2,590 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.08%
-$1,182.25 
IAGG iShares International Aggregate Bond Fund
-0.08%
-$232.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$5,164.5 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$110.65 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.04%
-$2,276.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.04%
-$157.5 
ACN Accenture plc Class A
-0.04%
-$104.4 
XLF Financial Select Sector SPDR Fund
-0.03%
-$213.84 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$242.47 
TIP iShares TIPS Bond ETF
-0.02%
-$2,750.22 
ILMN Illumina, Inc.
-0.01%
-$33.2 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$245.16 Events
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Dividends
Dividend Analysis
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| Trades 1687 | Longs Won 1250/1687 74% | Profit Factor 9.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.64M |
| Average Win $249,788.56 | Best Trade (Jul 24) $101.56M | Sharpe Ratio -12.31 |
| Average Loss -$72,260.75 | Worst Trade (Mar 31) -$12.98M | Z-Score 15.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $166,365 |
| 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% | 0.4% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
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 Brian Krause?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $3.18M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.88M, VANGUARD TOTAL STOCK MKT ETF - $2.16M, Apple Inc - $1.76M, 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 - $286,184.03. 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 $34.99M earned over time. The largest contributors to dividend income include Eli Lilly and Company - $3.15M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.43M, PepsiCo, Inc - $1.99M, iShares Core MSCI Emerging Markets ETF - $1.09M, and Broadstone Net Lease Inc - $1.08M. 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.
