Cliff A. Demarest Portfolio
Invests via Consilium Wealth Advisory LLC | Managed by Cliff A. Demarest
Invests via Consilium Wealth Advisory LLC
Managed by Cliff A. Demarest
Automatically Tracked
Cliff A. Demarest Profile
Cliff A. Demarest has established a prominent profile within the tech and venture capital arenas, highlighted by his strategic leadership in several successful startups. With experience spanning technology commercialization and market expansion, he possesses a robust understanding of the dynamics driving innovation in fast-paced environments. His involvement as an investor-operator emphasizes hands-on engagement with emerging companies, fostering growth through active mentorship and guidance. Notably recognized for transforming nascent ideas into viable businesses, he brings not just financial acumen but also operational insight that resonates across diverse sectors.
Cliff A. Demarest has established a prominent profile within the tech and venture capital arenas, highlighted by his strategic leadership in several successful startups. With experience spanning technology commercialization and market expansion, he possesses a robust understanding of the dynamics driving innovation in fast-paced environments. His involvement as an investor-operator emphasizes hands-on engagement with emerging companies, fostering growth through active mentorship and guidance. Notably recognized for transforming nascent ideas into viable businesses, he brings not just financial acumen but also operational insight that resonates across diverse sectors.
Investment Philosophy & Strategy
Growth in technology sectors demands an agile and proactive approach, which is where Cliff A. Demarest excels. His extensive experience as an investor-operator allows him to identify promising startups at the intersection of innovation and market potential. By fostering collaborative environments, he drives strategic direction that empowers emerging companies to navigate complex challenges effectively. This unique blend of operational insight and mentorship ensures not only capital efficiency but also a sustainable growth trajectory for ventures under his purview.
Growth in technology sectors demands an agile and proactive approach, which is where Cliff A. Demarest excels. His extensive experience as an investor-operator allows him to identify promising startups at the intersection of innovation and market potential. By fostering collaborative environments, he drives strategic direction that empowers emerging companies to navigate complex challenges effectively. This unique blend of operational insight and mentorship ensures not only capital efficiency but also a sustainable growth trajectory for ventures under his purview.
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:
98.1%
Gain -0.46%
Monthly
1.21%
Yearly
15.54%
Drawdown
21.77%
$331.36M
Equity
Holdings
$331.36M
Investment
$229.25M
$103.54M
Profit -$965,730.46
Realized
$1.43M
Unrealized
$102.11M
Dividends
$15.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$965,730.46
Win %
80%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$363,712.25
Win %
80%
This Month
Compared to last month
Gain
-1.26%
Profit
-$4.21M
Win %
80%
This Year
Compared to last year
Gain
13.11%
Profit
$38.41M
Win %
79%
SNDK SanDisk Corporation
+5.7%
+$99,870.92 
MU Micron Technology, Inc.
+4.1%
+$252,958.09 
AMD Advanced Micro Devices, Inc.
+4.1%
+$106,485.28 
AVGO Broadcom Inc.
+3%
+$158,598 
PLTR Palantir Technologies Inc.
+2.82%
+$19,179.66 
CRM Salesforce Inc
+2.52%
+$23,160.34 
GEV GE Vernova Inc.
+2.29%
+$81,762.2 
MSFT Microsoft Corp.
+2.03%
+$132,773.59 
GOOG Alphabet Inc
+1.9%
+$40,561.45 
MPC Marathon Petroleum Corporation
+1.8%
+$22,159.66 
GOOGL Alphabet Inc
+1.77%
+$157,939.76 
ICE Intercontinental Exchange, Inc.
+1.57%
+$5,425.2 
EPD Enterprise Products Partners L.P.
+1.54%
+$6,330.7 
IBM International Business Machines Corporation
+1.51%
+$2,935.78 
AAL American Airlines Group Inc.
+1.5%
+$12,727.12 
AMZN Amazon.com Inc
+1.42%
+$95,711 
CVX Chevron Corporation
+1.33%
+$18,792.58 
RTX RTX Corporation
+1.27%
+$25,544.64 
V Visa Inc. Class A
+1.03%
+$12,268.97 
PWR Quanta Services Inc.
+1.03%
+$17,431.71 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$4,688 
NVDA NVIDIA Corporation
+0.99%
+$147,166.9 
XOM Exxon Mobil Corporation
+0.87%
+$1,696.35 
ETN Eaton Corporation plc
+0.83%
+$2,716.53 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$5,149.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.78%
+$7,712.25 
HON Honeywell International Inc.
+0.73%
+$948.75 
LMT Lockheed Martin Corporation
+0.6%
+$1,149.85 
FANG Diamondback Energy Inc
+0.58%
+$4,082.34 
MA Mastercard Incorporated
+0.55%
+$4,220.34 
META Meta Platforms Inc Class A
+0.43%
+$21,494.63 
AMAT Applied Materials, Inc.
+0.34%
+$12,606.97 
SCHA Schwab U.S. Small-Cap ETF
+0.25%
+$6,812.15 
VOO Vanguard S&P 500 ETF
+0.25%
+$2,303.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$29,836.02 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$8,188 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$21,788.52 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$1,782.28 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$1,125.6 
C Citigroup Inc.
+0.13%
+$2,992.16 
ET Energy Transfer L.P.
+0.12%
+$401.6 
IWO iShares Russell 2000 Growth ETF
+0.12%
+$1,063.04 
UBER Uber Technologies, Inc.
+0.11%
+$746.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.09%
+$559.12 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$24.58 
SHV iShares Short Treasury Bond ETF
+0.01%
+$45.62 
IWM iShares Russell 2000 ETF
0%
+$10.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KKR KKR & Co. Inc.
-3.44%
-$29,491.53 
AAPL Apple Inc.
-2.48%
-$640,047.61 
IR Ingersoll Rand Inc.
-2.28%
-$8,441.25 
NFLX Netflix, Inc.
-2.23%
-$10,804.86 
MRK Merck & Co., Inc.
-1.9%
-$4,140.62 
GE General Electric Company
-1.88%
-$71,379.25 
LLY Eli Lilly and Company
-1.82%
-$79,985.74 
HD The Home Depot, Inc.
-1.77%
-$7,205.97 
WMT Walmart Inc.
-1.64%
-$48,429.37 
DE Deere & Company
-1.63%
-$8,486.53 
BKNG Booking Holdings Inc.
-1.61%
-$15,111 
BA Boeing Company
-1.51%
-$10,936.78 
JNJ Johnson & Johnson
-1.42%
-$20,893.86 
CAT Caterpillar Inc.
-1.38%
-$20,306.42 
PNC The PNC Financial Services Group, Inc.
-1.27%
-$13,592.41 
LRCX Lam Research Corporation
-1.25%
-$29,086.2 
WFC Wells Fargo & Company
-1.11%
-$149,861.12 
NEE NextEra Energy, Inc.
-1.05%
-$2,953.66 
BAC Bank of America Corporation
-0.94%
-$5,725.85 
KEY KeyCorp
-0.79%
-$4,685.49 
PG Procter & Gamble Co
-0.77%
-$4,317.1 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$60,717.15 
SO The Southern Company
-0.68%
-$1,701.7 
COST Costco Wholesale Corporation
-0.68%
-$11,684 
IFRA iShares U.S. Infrastructure
-0.66%
-$33,882.3 
TT Trane Technologies plc
-0.61%
-$128,685.92 
SBUX Starbucks Corporation
-0.61%
-$1,477.76 
FITB Fifth Third Bancorp
-0.59%
-$3,073.61 
PDI Pimco Dynamic Income Fund
-0.52%
-$847 
JPM JPMorgan Chase & Co.
-0.49%
-$26,224.8 
AXP American Express Company
-0.44%
-$1,182.49 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.43%
-$3,899.29 
UNH UnitedHealth Group Incorporated
-0.43%
-$4,597.78 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$4,293.75 
ABBV AbbVie Inc.
-0.39%
-$2,962.88 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$133,082.54 
EFA iShares MSCI EAFE ETF
-0.36%
-$3,397.87 
AMGN Amgen Inc.
-0.33%
-$5,137.2 
AOA iShares Core Aggressive Allocation ETF
-0.32%
-$21,805.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$23,146.42 
MCD McDonald's Corporation
-0.27%
-$1,062.89 
LIN Linde plc
-0.26%
-$3,900.15 
PM Philip Morris International Inc.
-0.25%
-$699.2 
CSCO Cisco Systems, Inc.
-0.2%
-$621.5 
AOK iShares Core Conservative Allocation ETF
-0.18%
-$2,733.75 
GLD SPDR Gold Shares
-0.16%
-$7,821 
MAR Marriott International Inc. - Class A
-0.14%
-$647.13 
SCHF Schwab International Equity ETF
-0.14%
-$475.65 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.11%
-$4,214.48 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.1%
-$27,424.02 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$4,716.18 
APA APA Corporation
-0.08%
-$311.5 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$276.88 Events
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Dividends
Dividend Analysis
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| Trades 1231 | Longs Won 793/1231 64% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $473,203.05 |
| Average Win $157,426.7 | Best Trade (Jul 19) $9.14M | Sharpe Ratio -69.43 |
| Average Loss -$48,618.18 | Worst Trade (Jun 30) -$1.46M | Z-Score 7.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $84,114.23 |
| 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 | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Cliff A. Demarest?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.66M, Dimensional International Core Equity Market ETF - $1.93M, Wells Fargo & Company - $1.85M, SPDR Gold Shares - $1.36M, and JPMorgan Equity Premium Income Fund - $1.28M. 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: iShares Core MSCI Europe ETF - $1.5M, Vanguard Real Estate ETF - $1.09M, Schwab U.S. Large-Cap ETF - $988,957.37, Nike, Inc. - Class B - $658,084.9, and The Walt Disney Company - $603,493.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cliff A. Demarest's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.04M earned over time. The largest contributors to dividend income include iShares Core 60/40 Balanced Allocation ETF - $1.78M, Dimensional International Core Equity Market ETF - $1.7M, Wells Fargo & Company - $1.13M, iShares Core MSCI Europe ETF - $1.08M, and JPMorgan Equity Premium Income Fund - $819,586.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cliff A. Demarest's monthly returns?
Cliff A. Demarest's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Cliff A. Demarest's strategy be considered aggressive or moderate?
Cliff A. Demarest's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Cliff A. Demarest's strategy?
Cliff A. Demarest'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.
