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:
46.38%
Gain -1.06%
Monthly
1.25%
Yearly
16.02%
Drawdown
16.93%
$1.17B
Equity
Holdings
$1.17B
Investment
$861.03M
$315.59M
Profit -$10.66M
Realized
$3.76M
Unrealized
$311.83M
Dividends
$38.52M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.06%
Profit
-$10.66M
Win %
73%
This Week
Compared To Last Week
Gain
0.4%
Profit
$4.64M
Win %
73%
This Month
Compared to last month
Gain
2.56%
Profit
$29.28M
Win %
73%
This Year
Compared to last year
Gain
2.5%
Profit
$28.65M
Win %
73%
PANW Palo Alto Networks, Inc.
+6.47%
+$50,121.68 
CRWD CrowdStrike Holdings, Inc.
+5.93%
+$577,338.56 
BOF BranchOut Food Inc.
+4.95%
+$2,500 
MU Micron Technology Inc.
+3.32%
+$30,750.44 
PAA Plains All American Pipeline, L.P. Common Units
+2.97%
+$19,757.43 
BNO United States Brent Oil Fund, LP
+2.55%
+$38,720 
TPL Texas Pacific Land Corporation
+2.49%
+$11,619.15 
OKE ONEOK, Inc.
+2.47%
+$5,570.32 
CVX Chevron Corporation
+2.42%
+$11,590.2 
HESM Hess Midstream LP Class A
+2.25%
+$4,180.27 
CNQ Canadian Natural Resources Ltd.
+2.18%
+$6,345 
LMT Lockheed Martin Corporation
+2.17%
+$10,661.75 
RC Ready Capital Corporation
+2.11%
+$521.42 
SKYY First Trust Cloud Computing ETF
+1.84%
+$4,821.85 
EPD Enterprise Products Partners L.P.
+1.83%
+$31,190.51 
UMI USCF Midstream Energy Income Fund
+1.73%
+$6,105.93 
ET Energy Transfer LP
+1.7%
+$24,699.23 
AMLP Alerian MLP ETF
+1.62%
+$44,451.6 
WES Western Midstream Partners, LP
+1.57%
+$6,248.2 
MPLX MPLX LP
+1.47%
+$15,061.68 
MLPA Global X MLP ETF
+1.43%
+$70,721.42 
ORCL Oracle Corporation
+1.42%
+$4,462.46 
AMD Advanced Micro Devices Inc.
+1.39%
+$36,990.29 
INTC Intel Corporation
+1.39%
+$8,850.03 
CSCO Cisco Systems, Inc.
+1.39%
+$13,385.43 
EWY iShares MSCI South Korea ETF
+1.38%
+$2,111.5 
TXN Texas Instruments Inc.
+1.3%
+$21,424.69 
AMAT Applied Materials Inc.
+1.09%
+$3,583.41 
QCOM QUALCOMM Incorporated
+0.94%
+$3,315.42 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+0.89%
+$1,849.58 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.82%
+$7,911.54 
SMH VanEck Semiconductor ETF
+0.77%
+$1,672.65 
SOXX iShares Semiconductor ETF
+0.72%
+$2,068.68 
ROK Rockwell Automation Inc.
+0.65%
+$5,410.4 
MSFT Microsoft Corporation Common Stock
+0.63%
+$76,494.18 
EMR Emerson Electric Co.
+0.55%
+$2,422.67 
VGT Vanguard Information Technology ETF
+0.46%
+$1,597.2 
FCAL First Trust California Municipal High Income ETF
+0.42%
+$3,580.77 
RVTY Revvity Inc.
+0.39%
+$99,229.31 
PDP Invesco Dorsey Wright Momentum ETF
+0.39%
+$746.75 
GBTC Grayscale Bitcoin Trust ETF
+0.35%
+$973.06 
VRT Vertiv Holdings Co Class A Common Stock
+0.34%
+$640.86 
AVGO Broadcom Inc.
+0.31%
+$4,576.31 
LRCX Lam Research Corp.
+0.31%
+$769.18 
NOW ServiceNow Inc.
+0.3%
+$2,828.93 
ARTY iShares Future AI & Tech ETF
+0.29%
+$800 
AIQ Global X Artificial Intelligence & Technology ETF
+0.27%
+$882.3 
ABBV AbbVie Inc.
+0.24%
+$1,766.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.2%
+$776.34 
BA The Boeing Company
+0.19%
+$583.62 
EEM iShares MSCI Emerging Markets ETF
+0.17%
+$1,361.64 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$8,656.64 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$512.32 
KRE State Street SPDR S&P Regional Banking ETF
+0.12%
+$386.19 
MUB iShares National Muni Bond ETF
+0.12%
+$10,182.72 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.12%
+$381.92 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$4,148.2 
GEV GE Vernova Inc.
+0.1%
+$256.58 
SHYD VanEck Short High Yield Muni ETF
+0.09%
+$933.34 
NYF iShares New York Muni Bond ETF
+0.08%
+$2,500.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.07%
+$11,762.6 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$2,227.16 
PZT Invesco New York AMT-Free Municipal Bond ETF
+0.02%
+$62.89 
IBM International Business Machines Corporation
+0.02%
+$272.8 
DVA DaVita Inc.
+0.01%
+$23.33 
EQR Equity Residential
0%
$0 
OPK OPKO Health, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.91%
-$25,171.87 
T AT&T Inc.
-6.16%
-$32,783.8 
ACN Accenture plc
-4.57%
-$22,051.1 
YUM Yum! Brands, Inc.
-4.06%
-$11,097.9 
FBLG FibroBiologics, Inc.
-3.91%
-$4,342.24 
CL Colgate-Palmolive Co.
-3.72%
-$11,044.62 
NVS Novartis AG Sponsored ADR
-3.54%
-$26,220.82 
CR Crane Company
-3.31%
-$18,450.42 
HD The Home Depot, Inc.
-2.99%
-$27,624.99 
PG The Procter & Gamble Company
-2.89%
-$10,919.37 
PEP PepsiCo, Inc.
-2.86%
-$513,197.93 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.75%
-$9,122.19 
AFL Aflac Incorporated
-2.56%
-$36,218.7 
BLK BlackRock, Inc.
-2.54%
-$8,408.46 
CAT Caterpillar Inc.
-2.53%
-$11,247.57 
KO The Coca-Cola Company
-2.52%
-$13,984.8 
UHAL-B U-Haul Holding Company
-2.41%
-$10,068.7 
LLY Eli Lilly and Company
-2.39%
-$7.39M 
EPI WisdomTree India Earnings Fund
-2.36%
-$10,877.57 
NSC Norfolk Southern Corp.
-2.35%
-$6,908.56 
MCD McDonald's Corporation
-2.18%
-$11,736.66 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.14%
-$17,325 
MA Mastercard Inc. Class A Common Stock
-2.09%
-$31,810.79 
UNP Union Pacific Corp.
-2.06%
-$16,739.61 
MO Altria Group, Inc.
-2.04%
-$9,844.05 
CB Chubb Limited
-2%
-$21,301.23 
CSX CSX Corporation
-1.92%
-$24,767.82 
PH Parker-Hannifin Corporation
-1.82%
-$8,109.94 
JNJ Johnson & Johnson
-1.79%
-$36,269.3 
RTX RTX Corporation
-1.77%
-$17,293.95 
JPM JPMorgan Chase & Co.
-1.7%
-$22,438.72 
GDX VanEck Gold Miners ETF
-1.7%
-$8,852.91 
ORLY O'Reilly Automotive Inc.
-1.69%
-$5,011.15 
EXK Endeavour Silver Corp.
-1.67%
-$2,176 
C Citigroup Inc.
-1.61%
-$3,595.25 
VZ Verizon Communications Inc.
-1.59%
-$4,808.88 
HASI HA Sustainable Infrastructure Capital, Inc.
-1.55%
-$4,734.14 
MRSH Marsh & McLennan Companies, Inc.
-1.52%
-$13,460.14 
PFE Pfizer Inc.
-1.5%
-$12,103.45 
V Visa Inc. Class A
-1.48%
-$10,131 
BIZD VanEck BDC Income ETF
-1.45%
-$3,377.68 
XLF State Street Financial Select Sector SPDR ETF
-1.45%
-$11,689.92 
MRK Merck & Co., Inc.
-1.43%
-$31,114.21 
VFH Vanguard Financials Index Fund ETF Shares
-1.4%
-$81,260.16 
COST Costco Wholesale Corp
-1.39%
-$28,756.18 
AMP Ameriprise Financial Inc.
-1.37%
-$3,772.74 
ITW Illinois Tool Works Inc.
-1.34%
-$30,522.42 
GS The Goldman Sachs Group, Inc.
-1.28%
-$4,781.92 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.26%
-$2,808 
AMGN Amgen Inc. Common Stock
-1.23%
-$7,062 
BNL Broadstone Net Lease, Inc.
-1.23%
-$44,505.64 
IYF iShares U.S. Financials ETF
-1.21%
-$17,464.56 
NFLX Netflix Inc.
-1.19%
-$9,580.84 
SDY State Street SPDR S&P Dividend ETF
-1.17%
-$9,770.74 
TJX The TJX Companies, Inc.
-1.15%
-$2,645.22 
ONEY SPDR Russell 1000 Yield Focus ETF
-1.11%
-$3,598.5 
PGR The Progressive Corporation
-1.11%
-$2,532.28 
MOAT VanEck Morningstar Wide Moat ETF
-1.1%
-$24,418.75 
WFC Wells Fargo & Company
-1.07%
-$4,783.75 
DVY iShares Select Dividend ETF
-1.07%
-$25,452.45 
CGBD Carlyle Secured Lending, Inc.
-1.02%
-$2,585.1 
TSLA Tesla, Inc.
-1.02%
-$77,165.71 
TM Toyota Motor Corporation Sponsored ADR
-1.01%
-$14,822.85 
HTGC Hercules Capital Inc.
-1%
-$2,523.34 
NXP Nuveen Select Tax-Free Income Portfolio
-0.98%
-$8,193.38 
EBAY eBay Inc.
-0.98%
-$2,666.05 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.97%
-$53,810.24 
PM Philip Morris International Inc.
-0.96%
-$2,556.92 
VICR Vicor Corp.
-0.96%
-$1,864.48 
IFRA iShares U.S. Infrastructure ETF
-0.95%
-$11,640.66 
BAC Bank of America Corporation
-0.91%
-$5,826.94 
DGRO iShares Core Dividend Growth ETF
-0.88%
-$57,596.39 
VIG Vanguard Dividend Appreciation ETF
-0.88%
-$90,205.4 
BRK-B Berkshire Hathaway Inc.
-0.88%
-$78,575.16 
AZN AstraZeneca PLC American Depositary Shares
-0.87%
-$1,674.6 
UNH UnitedHealth Group Inc.
-0.87%
-$5,807.06 
AVDV Avantis International Small Cap Value ETF
-0.86%
-$48,193.6 
BRK-A Berkshire Hathaway Inc.
-0.83%
-$40,818.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.83%
-$19,163.4 
PAVE Global X U.S. Infrastructure Development ETF
-0.83%
-$71,858.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.81%
-$9,291.04 
AVLV Avantis U.S. Large Cap Value ETF
-0.8%
-$58,768.5 
GLD SPDR Gold Shares
-0.79%
-$14,462.48 
IAU iShares Gold Trust
-0.79%
-$9,302.4 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-0.79%
-$3,286.75 
EWC iShares MSCI Canada ETF
-0.79%
-$4,351.2 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.79%
-$2,111.34 
SGOL abrdn Physical Gold Shares ETF
-0.78%
-$3,711 
VGK Vanguard FTSE Europe ETF
-0.78%
-$2,598.75 
AVIV Avantis International Large Cap Value ETF
-0.75%
-$2,537.4 
NAC Nuveen California Quality Municipal Income Fund
-0.74%
-$5,996.55 
IWC iShares Micro-Cap ETF
-0.73%
-$1,545.42 
JEPI JPMorgan Equity Premium Income ETF
-0.72%
-$5,408.31 
PSCH Invesco S&P SmallCap Health Care ETF
-0.71%
-$3,658.39 
VYM Vanguard High Dividend Yield ETF
-0.71%
-$56,725.16 
AVDE Avantis International Equity Fund Institutional Class
-0.71%
-$19,550.79 
IWD iShares Russell 1000 Value ETF
-0.7%
-$8,528.46 
SUSL iShares ESG MSCI USA Leaders ETF
-0.7%
-$1,551.36 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.7%
-$39,862.24 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.69%
-$11,193.87 
DON WisdomTree U.S. MidCap Dividend Fund
-0.69%
-$33,329.4 
IDEV iShares Core MSCI International Developed Markets ETF
-0.68%
-$33,637.84 
IJH iShares Core S&P Mid-Cap ETF
-0.68%
-$2,400.26 
EFA iShares MSCI EAFE ETF
-0.68%
-$51,046.1 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.68%
-$2,866.43 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.67%
-$4,943.88 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$17,006.08 
REM iShares Mortgage Real Estate ETF
-0.66%
-$1,661.75 
VBR Vanguard Small-Cap Value ETF
-0.66%
-$3,822.36 
META Meta Platforms Inc Class A
-0.65%
-$37,199.56 
SCHM Schwab U.S. Mid-Cap ETF
-0.65%
-$7,782.52 
PWRD TCW Transform Systems ETF
-0.64%
-$1,094.34 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.63%
-$1,933.92 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.62%
-$47,865.92 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$97,749.86 
DFAS Dimensional U.S. Small Cap ETF
-0.61%
-$26,956.3 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$4,425.43 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.61%
-$33,390.46 
O Realty Income Corp.
-0.6%
-$8,339.36 
AAPL Apple Inc.
-0.6%
-$392,032.16 
VB Vanguard Small-Cap ETF
-0.59%
-$9,850.96 
DIM WisdomTree International MidCap Dividend Fund
-0.59%
-$1,854.2 
GOOGL Alphabet Inc
-0.59%
-$33,749.76 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$2,663.65 
SCHD Schwab U.S. Dividend Equity ETF
-0.56%
-$2,514 
GD General Dynamics Corp.
-0.56%
-$1,522.63 
VYMI Vanguard International High Dividend Yield ETF
-0.56%
-$3,777.96 
SPG Simon Property Group Inc.
-0.55%
-$11,742.03 
BBCA JPMorgan BetaBuilders Canada ETF
-0.55%
-$1,845.18 
AMZN Amazon.com Inc
-0.55%
-$94,205.44 
UFOX Defiance Space and Connective Tech ETF
-0.54%
-$1,016.4 
AVES Avantis Emerging Markets Value ETF
-0.54%
-$44,333.23 
BNY Bank of New York Mellon Corp.
-0.52%
-$14,854.96 
IWO iShares Russell 2000 Growth ETF
-0.52%
-$962.07 
VEA Vanguard FTSE Developed Markets ETF
-0.51%
-$212,944.27 
ESGV Vanguard ESG U.S. Stock ETF
-0.51%
-$1,079.85 
VOO Vanguard S&P 500 ETF
-0.51%
-$9,998.12 
GOOG Alphabet Inc
-0.51%
-$26,347.41 
SPY State Street SPDR S&P 500 ETF Trust
-0.5%
-$20,293.46 
HDV iShares Core High Dividend ETF
-0.49%
-$1,337.67 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.49%
-$6,683.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.49%
-$12,902.56 
SCHF Schwab International Equity ETF
-0.48%
-$4,330.45 
PPA Invesco Aerospace & Defense ETF
-0.48%
-$4,245.01 
STAG STAG Industrial, Inc.
-0.48%
-$10,123.05 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.48%
-$68,020.99 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.47%
-$29,169.69 
VTI Vanguard Total Stock Market ETF
-0.47%
-$63,114.89 
VV Vanguard Morningstar Large-Cap ETF
-0.47%
-$33,870.66 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$2,239.97 
IVV iShares Core S&P 500 ETF
-0.46%
-$173,813.42 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.45%
-$5,270.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$13,516.01 
DFAT Dimensional U.S. Targeted Value ETF
-0.45%
-$9,893.65 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$2,300.57 
ACWI iShares MSCI ACWI ETF
-0.44%
-$965.31 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$3,977.77 
ESGU iShares ESG Aware MSCI USA ETF
-0.43%
-$13,227.5 
IWM iShares Russell 2000 ETF
-0.42%
-$3,533.4 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.42%
-$3,762.78 
LIN Linde plc
-0.42%
-$1,509.81 
DOL WisdomTree True Developed International Fund
-0.4%
-$89,246.66 
PLX Protalix BioTherapeutics, Inc.
-0.39%
-$120 
IWN iShares Russell 2000 Value ETF
-0.36%
-$3,620.74 
VUG Vanguard Morningstar Growth ETF
-0.36%
-$2,356 
NEE NextEra Energy Inc.
-0.34%
-$4,914.56 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.34%
-$31,082.92 
TLH iShares 10-20 Year Treasury Bond ETF
-0.32%
-$47,841.37 
VNQ Vanguard Real Estate ETF
-0.31%
-$10,071.99 
NVDA NVIDIA Corporation
-0.3%
-$59,057.28 
VWO Vanguard FTSE Emerging Markets ETF
-0.3%
-$7,853.83 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.29%
-$20,038.56 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.28%
-$7,670.04 
SPEM SPDR Portfolio Emerging Markets ETF
-0.27%
-$36,388.17 
AVUV Avantis U.S. Small Cap Value ETF
-0.27%
-$23,761.98 
MORT VanEck Mortgage REIT Income ETF
-0.26%
-$838.8 
SCHE Schwab Emerging Markets Equity ETF
-0.26%
-$10,426.86 
VXF Vanguard Extended Market ETF
-0.26%
-$3,665.67 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.25%
-$8,709.48 
IWF iShares Russell 1000 Growth ETF
-0.24%
-$7,024.86 
SHLD Global X Defense Tech ETF
-0.23%
-$2,152.53 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.22%
-$3,451.87 
MGK Vanguard Mega Cap Growth ETF
-0.21%
-$34,759.1 
ETN Eaton Corporation plc
-0.2%
-$416.87 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.19%
-$1,305.04 
TFC Truist Financial Corporation
-0.18%
-$487.64 
BND Vanguard Total Bond Market ETF
-0.17%
-$1,017.37 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.16%
-$13,983.45 
IWP iShares Russell Mid-Cap Growth ETF
-0.15%
-$640.22 
PGX Invesco Preferred ETF
-0.15%
-$495 
ISHG iShares 1-3 Year International Treasury Bond ETF
-0.15%
-$24,538.25 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.14%
-$381.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$614.52 
SCHH Schwab U.S. REIT ETF
-0.13%
-$2,359.47 
NUEM Nuveen ESG Emerging Markets Equity ETF
-0.12%
-$1,125 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$8,326.18 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.1%
-$1,267.11 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$14,017.08 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$798.75 
BKLN Invesco Senior Loan ETF
-0.07%
-$201.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.07%
-$262.5 
TIP iShares TIPS Bond ETF
-0.07%
-$11,525.99 
IDV iShares International Select Dividend ETF
-0.06%
-$2,184.72 
IAGG iShares Core International Aggregate Bond ETF
-0.05%
-$145.6 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$644.12 
ILMN Illumina Inc.
-0.04%
-$182.6 
MBB iShares MBS ETF
-0.04%
-$4,724.61 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$2,492.35 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$151.75 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$44.15 Events
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Dividends
Dividend Analysis
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| Trades 1908 | Longs Won 1376/1908 72% | Profit Factor 10.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.96M |
| Average Win $253,723.54 | Best Trade (Oct 20) $128.34M | Sharpe Ratio -12.09 |
| Average Loss -$63,032.91 | Worst Trade (Mar 31) -$12.98M | Z-Score 11.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $165,403.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.95% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 188,477 | $33.9M | $65.24M | - | $31.34M | 92.46% | -0.597% |
| ABBV AbbVie Inc. | 2,524 | $463,777.14 | $721,586.36 | - | $257,809.22 | 55.59% | +0.245% |
| ACN Accenture plc | 1,864 | $644,785.88 | $460,240.24 | - | -$184,545.64 | -28.62% | -4.572% |
| ACWI iShares MSCI ACWI ETF | 1,399 | $219,601 | $219,251.28 | - | -$349.72 | -0.16% | -0.438% |
| AFL Aflac Incorporated | 11,498 | $995,542.27 | $1.38M | - | $385,597.49 | 38.73% | -2.555% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,552 | $436,830.86 | $436,923.72 | - | $92.86 | 0.02% | -0.14% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,190 | $263,963.72 | $323,025.6 | - | $59,061.88 | 22.37% | +0.274% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 56,594 | $4.23M | $5.41M | - | $1.18M | 27.93% | -0.613% |
| AMAT Applied Materials Inc. | 874 | $160,003.23 | $331,840.32 | - | $171,837.09 | 107.4% | +1.092% |
| AMD Advanced Micro Devices Inc. | 5,232 | $895,505.39 | $2.69M | - | $1.8M | 200.89% | +1.392% |
| AMGN Amgen Inc. Common Stock | 1,284 | $384,826.35 | $567,245.52 | - | $182,419.17 | 47.4% | -1.23% |
| AMLP Alerian MLP ETF | 52,296 | $2.43M | $2.78M | - | $349,635.32 | 14.37% | +1.623% |
| AMP Ameriprise Financial Inc. | 554 | $242,916.08 | $271,471.08 | - | $28,555 | 11.76% | -1.371% |
| AMZN Amazon.com Inc | 68,914 | $13.02M | $17.16M | - | $4.14M | 31.8% | -0.546% |
| ARTY iShares Future AI & Tech ETF | 4,000 | $304,640 | $276,240 | - | -$28,400 | -9.32% | +0.29% |
| AVDE Avantis International Equity Fund Institutional Class | 31,033 | $1.93M | $2.75M | - | $819,344.61 | 42.44% | -0.706% |
| AVDV Avantis International Small Cap Value ETF | 52,960 | $4.19M | $5.55M | - | $1.37M | 32.66% | -0.861% |
| AVES Avantis Emerging Markets Value ETF | 132,338 | $7.1M | $8.15M | - | $1.05M | 14.85% | -0.541% |
| AVGO Broadcom Inc. | 4,531 | $957,405.48 | $1.47M | - | $511,771.27 | 53.45% | +0.312% |
| AVIV Avantis International Large Cap Value ETF | 4,229 | $316,456 | $334,217.87 | - | $17,761.87 | 5.61% | -0.753% |
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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 - $3.28M, Vanguard Total Stock Market ETF - $2.23M, Apple Inc - $1.96M, and Broadstone Net Lease, Inc - $1.89M. 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 - $303,098.43. 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 $38.52M earned over time. The largest contributors to dividend income include Eli Lilly and Company - $3.56M, Vanguard FTSE Developed Markets ETF - $2.53M, PepsiCo, Inc - $2.01M, WisdomTree True Developed International Fund - $1.12M, and iShares Core MSCI Emerging Markets ETF - $1.09M. 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.
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