CAD
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:
43.1%
Gain +0.2%
Monthly
0.47%
Yearly
5.77%
Drawdown
16.3%
$293.6M
Equity
Holdings
$293.6M
Investment
$198.8M
$94.62M
Profit +$746,220.87
Realized
-$186,711.41
Unrealized
$94.81M
Dividends
$13.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.2%
Profit
$746,220.87
Win %
78%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$2.75M
Win %
78%
This Month
Compared to last month
Gain
-0.95%
Profit
-$2.81M
Win %
78%
This Year
Compared to last year
Gain
8.5%
Profit
$23M
Win %
78%
AMD Advanced Micro Devices, Inc.
+4.73%
+$84,457.36 
GEV GE Vernova Inc.
+3.65%
+$101,806.14 
PWR Quanta Services Inc.
+3.57%
+$55,771.53 
AMAT Applied Materials, Inc.
+2.64%
+$94,760.46 
JPM JPMorgan Chase & Co.
+2.3%
+$88,560.64 
AXP American Express Company
+2.18%
+$5,407.11 
WFC Wells Fargo & Company
+1.64%
+$224,642.7 
ET Energy Transfer L.P.
+1.63%
+$4,880 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$13,667.49 
LIN Linde plc
+1.58%
+$12,129.96 
DE Deere & Company
+1.53%
+$5,144.79 
BAC Bank of America Corporation
+1.5%
+$8,094.16 
CAT Caterpillar Inc.
+1.48%
+$14,225.76 
MAR Marriott International Inc. - Class A
+1.41%
+$6,813.17 
ABBV AbbVie Inc.
+1.3%
+$5,830 
NEE NextEra Energy, Inc.
+1.3%
+$3,036 
C Citigroup Inc.
+1.27%
+$26,377.64 
IFRA iShares U.S. Infrastructure
+1.26%
+$58,749.46 
LRCX Lam Research Corporation
+1.19%
+$15,328.24 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$31,654.51 
IR Ingersoll Rand Inc.
+1.1%
+$3,718.3 
ICE Intercontinental Exchange, Inc.
+1.09%
+$3,767.8 
JNJ Johnson & Johnson
+1.07%
+$13,410.45 
V Visa Inc. Class A
+1.05%
+$8,694.05 
KKR KKR & Co. Inc.
+0.99%
+$9,108.85 
IWM iShares Russell 2000 ETF
+0.9%
+$58,598.92 
PG Procter & Gamble Co
+0.85%
+$4,010.98 
BKNG Booking Holdings Inc.
+0.82%
+$4,623.75 
GE General Electric Company
+0.81%
+$26,756.9 
CVX Chevron Corporation
+0.74%
+$7,896.68 
HD The Home Depot, Inc.
+0.73%
+$2,165.33 
UNH UnitedHealth Group Incorporated
+0.72%
+$6,903.12 
MA Mastercard Incorporated
+0.72%
+$5,716.62 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,170.67 
COST Costco Wholesale Corporation
+0.68%
+$10,609.38 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$6,160.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$6,525.87 
APA APA Corporation
+0.65%
+$2,679.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$71,237.46 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,200 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,156.7 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,356.62 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$18,425.84 
AIG American International Group Inc.
+0.56%
+$1,546.15 
HON Honeywell International Inc.
+0.55%
+$1,391.5 
GOOGL Alphabet Inc
+0.53%
+$44,403.68 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$4,825.8 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$49,576.24 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$2,056.86 
GOOG Alphabet Inc
+0.45%
+$8,273.55 
WMT Walmart Inc.
+0.41%
+$11,168.5 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.4%
+$3,554.04 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$105,631.51 
AMGN Amgen Inc.
+0.34%
+$4,838.53 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$21,625.6 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,592 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.29%
+$731.25 
SCHF Schwab International Equity ETF
+0.29%
+$1,017.44 
FANG Diamondback Energy Inc
+0.29%
+$1,969 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$57,468.24 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$12,177.33 
NVDA NVIDIA Corporation
+0.14%
+$18,810.78 
AOK iShares Core Conservative Allocation ETF
+0.11%
+$1,633.28 
MSFT Microsoft Corp.
+0.1%
+$6,337.2 
GLD SPDR Gold Shares
+0.06%
+$181.69 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$73.74 
PANW Palo Alto Networks, Inc.
+0.03%
+$85.42 
SHV iShares Short Treasury Bond ETF
+0.02%
+$234.85 
MCD McDonald's Corporation
+0.01%
+$27.95 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CMA Comerica Inc.
0%
$0 
EZBC Franklin Bitcoin ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$93,912 
PLTR Palantir Technologies Inc.
-2.36%
-$16,207.05 
ABT Abbott Laboratories
-1.68%
-$11,503.18 
AAPL Apple Inc.
-1.52%
-$312,250.5 
MU Micron Technology, Inc.
-1.42%
-$76,825.96 
AMZN Amazon.com Inc
-1.23%
-$70,557.52 
NFLX Netflix, Inc.
-1.14%
-$5,438.64 
BA Boeing Company
-1.13%
-$7,735.82 
UBER Uber Technologies, Inc.
-1.12%
-$8,948.16 
AVGO Broadcom Inc.
-0.91%
-$43,225 
NOW ServiceNow, Inc.
-0.87%
-$1,210.5 
PDI Pimco Dynamic Income Fund
-0.67%
-$1,102 
BSX Boston Scientific Corporation
-0.59%
-$3,253.6 
ETN Eaton Corporation plc
-0.55%
-$1,805.05 
TT Trane Technologies plc
-0.42%
-$87,884.39 
RTX RTX Corporation
-0.34%
-$5,850.27 
META Meta Platforms Inc Class A
-0.26%
-$10,228.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$9,026.55 
EPD Enterprise Products Partners L.P.
-0.07%
-$268.25 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.02%
-$159.5 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$922.07 Events
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Dividends
Dividend Analysis
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| Trades 1141 | Longs Won 717/1141 62% | Profit Factor 5.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,157.04 |
| Average Win $162,518.28 | Best Trade (Jun 11) $6.91M | Sharpe Ratio -9.38 |
| Average Loss -$51,664.16 | Worst Trade (Jun 30) -$1.46M | Z-Score 3.15 (99.84%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 6d | Expectancy $82,927.26 |
| 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 | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
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Returns
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Option values are updated at end of day.
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