Paul Cohen Portfolio

Invests via Marest Capital, LLC | Managed by Paul Cohen

Invests via Marest Capital, LLC

Managed by Paul Cohen

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 05:30 PM

Paul Cohen Profile

Seasoned investor and operator focused on growth-stage technology and healthcare opportunities, known for sourcing cross-border deals, driving operational improvements, and executing liquidity events. Paul Cohen brings experience across private equity, venture capital and operating roles, advising management teams on commercial strategy, go-to-market scaling and capital structure. Regular board director and active portfolio manager, prioritizes data-driven KPIs, margin expansion and disciplined M&A to create enterprise value for institutional investors.

Investment Philosophy & Strategy

Focuses on growth-stage technology and healthcare companies, deploying capital with a hands-on, operationally driven approach that prioritizes data‑driven KPIs, margin expansion and scalable go‑to‑market playbooks. Prefers cross‑border and complex capital structures where disciplined M&A and active board involvement accelerate exits. Time horizon is growth-to-liquidity, balancing aggressive scaling with staged capital tranches, clear operational milestones and downside protection through conservative covenants and portfolio diversification.

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:

-0.25%

Gain

Monthly

-0.01%

Yearly

-0.1%

Drawdown

37.67%

$196.83M

Equity

Holdings

$196.83M

Investment

$138.66M

$57.62M

Profit -$478,656.09

Realized

-$550,263.41

Unrealized

$58.17M

Dividends

$4.67M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$478,656.09

Win %

80%

This Week

Compared To Last Week

Gain

0.46%

Profit

$896,446.23

Win %

80%

This Month

Compared to last month

Gain

2.14%

Profit

$4.12M

Win %

80%

This Year

Compared to last year

Gain

14.35%

Profit

$24.71M

Win %

74%

Gainers
Losers

DKS Dick's Sporting Goods, Inc.

+3.39%

+$10,258.92

WMT Walmart Inc.

+2.39%

+$34,227.56

MSFT Microsoft Corp.

+2.09%

+$89,688.26

AAPL Apple Inc.

+1.65%

+$146,264.4

HD The Home Depot, Inc.

+1.52%

+$7,384.73

WFC Wells Fargo & Company

+0.74%

+$3,129.54

RSP Invesco S&P 500 Equal Weight ETF

+0.67%

+$2,285.7

AXP American Express Company

+0.64%

+$4,941.82

AMZN Amazon.com Inc

+0.61%

+$19,691.17

NFLX Netflix, Inc.

+0.53%

+$1,386.84

GOOG Alphabet Inc

+0.29%

+$4,110.42

SGOV iShares 0-3 Month Treasury Bond ETF

+$405.29

TSMWF Taiwan Semiconductor Manufacturing Company Limited

HOOD Robinhood Markets, Inc.

-6.7%

-$22,492.44

GS The Goldman Sachs Group, Inc.

-4.66%

-$215,619.04

MS Morgan Stanley

-4.62%

-$25,734.7

AVGO Broadcom Inc.

-4.1%

-$27,376.56

GEV GE Vernova Inc.

-3.16%

-$10,395.83

CSCO Cisco Systems, Inc.

-2.62%

-$21,159.02

NVDA NVIDIA Corporation

-2.41%

-$16,317.44

META Meta Platforms Inc Class A

-1.7%

-$60,083.06

CRWD CrowdStrike Holdings, Inc.

-1.4%

-$6,034.32

QQQ Invesco QQQ Trust, Series 1

-1.23%

-$4,123.62

PANW Palo Alto Networks, Inc.

-0.66%

-$3,560.24

JPM JPMorgan Chase & Co.

-0.46%

-$35,334.45

BLK BlackRock, Inc.

-0.43%

-$2,642.36

MSGS Madison Square Garden Sports Corp.

-0.32%

-$5,244.72

SPY SPDR S&P 500 ETF Trust

-0.28%

-$342,567.68

BINC iShares Flexible Income Active ETF

-0.04%

-$4,086.02

Events

Dividends

Dividend Analysis

No Data

Trades 221	Longs Won 141/221 63%	Profit Factor 29.64
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.83M
Average Win $422,917.23	Best Trade (Jul 16) $41.88M	Sharpe Ratio -11.35
Average Loss -$25,150.56	Worst Trade (Mar 31) -$414,750.71	Z-Score 4.88 (100%)
Commissions $0	Avg. Trade Length 11m 2w	Expectancy $260,720.74