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:
107.24%
Gain +1.08%
Monthly
1.21%
Yearly
15.58%
Drawdown
21.79%
$336.66M
Equity
Holdings
$336.66M
Investment
$234.39M
$106.12M
Profit +$2.16M
Realized
$3.85M
Unrealized
$102.27M
Dividends
$15.41M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$2.16M
Win %
78%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.79M
Win %
78%
This Month
Compared to last month
Gain
0.14%
Profit
$459,587.96
Win %
78%
This Year
Compared to last year
Gain
0.13%
Profit
$450,773.18
Win %
78%
ETN Eaton Corporation plc
+3.22%
+$12,481.44 
AAL American Airlines Group Inc.
+1.93%
+$16,529.13 
SBUX Starbucks Corporation
+1.92%
+$4,508.43 
FANG Diamondback Energy Inc
+1.38%
+$9,811.94 
CVX Chevron Corporation
+0.9%
+$13,615 
META Meta Platforms Inc Class A
+0.71%
+$26,250.12 
TSLA Tesla, Inc.
+0.58%
+$4,211.26 
BA Boeing Company
+0.19%
+$1,511.13 
PM Philip Morris International Inc.
+0.12%
+$354.42 
NOW ServiceNow, Inc.
+0.08%
+$935.2 
KEY KeyCorp
+0.04%
+$425.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$313.38 
ABBV AbbVie Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
APA APA Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.13 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.05 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DE Deere & Company
0%
-$0.03 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
GE General Electric Company
0%
-$0.09 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.15 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.04 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PG Procter & Gamble Co
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.04 
PWR Quanta Services Inc.
0%
+$0.03 
RTX RTX Corporation
0%
$0 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.44 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.04 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.03 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AOK iShares Core Conservative Allocation ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
0%
-$1.69 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
IEUR iShares Core MSCI Europe ETF
0%
+$0.24 
IFRA iShares U.S. Infrastructure
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.02 
IWO iShares Russell 2000 Growth ETF
0%
+$0.03 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.03 
VNQ Vanguard Real Estate ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.05 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.01 
Events
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Dividends
Dividend Analysis
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| Trades 1310 | Longs Won 855/1310 65% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $463,106.49 |
| Average Win $153,202.16 | Best Trade (Sep 14) $8.48M | Sharpe Ratio -64.36 |
| Average Loss -$54,680.73 | Worst Trade (Jun 30) -$1.46M | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4d | Expectancy $81,004.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 56,997 | $615,314.34 | $871,484.13 | - | $256,169.79 | 41.63% | +1.933% |
 AAPL Apple Inc. | 73,720 | $13.82M | $22.48M | - | $8.66M | 62.64% | -1.087% |
| ABBV AbbVie Inc. | 6,149 | $1.41M | $1.52M | - | $111,789.9 | 7.91% | 0.0 |
| AIG American International Group Inc. | 11,977 | $892,645.81 | $929,534.97 | - | $36,889.16 | 4.13% | 0.0 |
| AMAT Applied Materials, Inc. | 6,119 | $1.21M | $3.19M | - | $1.99M | 164.34% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,170 | $841,651.55 | $2.43M | - | $1.59M | 188.44% | 0.0 |
| AMGN Amgen Inc. | 1,145 | $369,213.8 | $477,694 | - | $108,480.2 | 29.38% | 0.0 |
 AMZN Amazon.com Inc | 27,238 | $4.47M | $7.42M | - | $2.94M | 65.81% | -2.093% |
| AOA iShares Core Aggressive Allocation ETF | 81,761 | $6.23M | $8.1M | - | $1.88M | 30.15% | 0.0 |
| AOK iShares Core Conservative Allocation ETF | 31,827 | $1.14M | $1.31M | - | $171,601.73 | 15.02% | 0.0 |
| AOM iShares Core 40/60 Moderate Allocation ETF | 71,955 | $2.97M | $3.58M | - | $613,070.93 | 20.65% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 458,638 | $25.38M | $32.07M | - | $6.69M | 26.34% | 0.0 |
| APA APA Corporation | 11,165 | $300,250.88 | $457,988.3 | - | $157,737.42 | 52.54% | 0.0 |
| AVGO Broadcom Inc. | 12,713 | $2.11M | $5.37M | - | $3.26M | 154.32% | 0.0 |
| AXP American Express Company | 758 | $205,569.6 | $256,855.87 | - | $51,286.27 | 24.95% | 0.0 |
| BA Boeing Company | 3,358 | $588,303.75 | $783,219.92 | - | $194,916.17 | 33.13% | +0.193% |
| BAC Bank of America Corporation | 24,926 | $1.3M | $1.59M | - | $295,795.44 | 22.82% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 104,958 | $7.9M | $7.91M | - | $16,918.58 | 0.21% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 11,450 | $1.06M | $1.04M | - | -$20,614 | -1.95% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 68,912 | $5.34M | $5.34M | - | -$4,492.36 | -0.08% | 0.0 |
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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 - $3.18M, Wells Fargo & Company - $1.96M, Dimensional International Core Equity Market ETF - $1.93M, SPDR Gold Shares - $1.39M, and JPMorgan Equity Premium Income Fund - $1.25M. 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 - $1.53M, Vanguard Real Estate ETF - $1.09M, iShares Bitcoin Trust - $1.08M, Schwab U.S. Large-Cap ETF - $989,911.48, and Franklin Bitcoin ETF - $748,028.19. 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 $15.41M earned over time. The largest contributors to dividend income include iShares Core 60/40 Balanced Allocation ETF - $1.8M, Dimensional International Core Equity Market ETF - $1.7M, Wells Fargo & Company - $1.21M, iShares Core MSCI Europe ETF - $1.05M, and JPMorgan Equity Premium Income Fund - $785,723.77. 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.
