EI
Excelsior Investors Portfolio
Invests via Intelligent Financial Strategies | Managed by Excelsior Investors, Intelligent Financial Strategies LLC
Invests via Intelligent Financial Strategies
Managed by Excelsior Investors, Intelligent Financial Strategies LLC
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Excelsior Investors Profile
Excelsior Investors is a prominent investment firm specializing in identifying and capitalizing on high-potential opportunities across diverse sectors. With a strong emphasis on innovative companies, the firm leverages its deep market insights and strategic acumen to enhance value creation for its stakeholders. The team at Excelsior brings together extensive experience from both operational backgrounds and financial markets, positioning the firm as a key player in driving growth initiatives. Its proactive engagement with portfolio companies aims to accelerate their development and foster sustainable returns. This focus not only reflects an agile approach to investing but also reinforces the firm's commitment to navigating dynamic market environments.
Excelsior Investors is a prominent investment firm specializing in identifying and capitalizing on high-potential opportunities across diverse sectors. With a strong emphasis on innovative companies, the firm leverages its deep market insights and strategic acumen to enhance value creation for its stakeholders. The team at Excelsior brings together extensive experience from both operational backgrounds and financial markets, positioning the firm as a key player in driving growth initiatives. Its proactive engagement with portfolio companies aims to accelerate their development and foster sustainable returns. This focus not only reflects an agile approach to investing but also reinforces the firm's commitment to navigating dynamic market environments.
Investment Philosophy & Strategy
Excelsior Investors thrives in a landscape defined by its entrepreneurial spirit and commitment to transformative growth. By prioritizing engagement with emerging companies, the firm actively cultivates innovative strategies that enhance operational efficiency and scalability. This dynamic approach empowers management teams while strategically positioning each investment for significant market share expansion. The emphasis on harnessing new trends is indicative of the firm's focus on long-term value creation, which underpins its successful capital deployment across sectors. Collaboration lies at the heart of their philosophy, ensuring that partnerships are tailored to unlock latent potential within each business.
Excelsior Investors thrives in a landscape defined by its entrepreneurial spirit and commitment to transformative growth. By prioritizing engagement with emerging companies, the firm actively cultivates innovative strategies that enhance operational efficiency and scalability. This dynamic approach empowers management teams while strategically positioning each investment for significant market share expansion. The emphasis on harnessing new trends is indicative of the firm's focus on long-term value creation, which underpins its successful capital deployment across sectors. Collaboration lies at the heart of their philosophy, ensuring that partnerships are tailored to unlock latent potential within each business.
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:
36.1%
Gain +0.46%
Monthly
0.51%
Yearly
6.24%
Drawdown
10.33%
$207.59M
Equity
Holdings
$207.59M
Investment
$161.58M
$61.2M
Profit +$1.09M
Realized
$15.19M
Unrealized
$46.01M
Dividends
$6.27M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.09M
Win %
88%
This Week
Compared To Last Week
Gain
0.53%
Profit
$1.1M
Win %
88%
This Month
Compared to last month
Gain
-0.04%
Profit
-$88,852.16
Win %
88%
This Year
Compared to last year
Gain
2.12%
Profit
$4.06M
Win %
85%
AMAT Applied Materials, Inc.
+2.64%
+$5,098.89 
AXP American Express Company
+2.18%
+$173.75 
PM Philip Morris International Inc.
+2.04%
+$1,729.6 
PRU Prudential Financial, Inc.
+1.87%
+$189.05 
UNP Union Pacific Corporation
+1.65%
+$7,947.16 
MET MetLife Inc.
+1.45%
+$254 
JNJ Johnson & Johnson
+1.05%
+$2,335 
V Visa Inc. Class A
+1.03%
+$14,969.75 
IWD iShares Russell 1000 Value ETF
+1.02%
+$122.25 
VO Vanguard Mid-Cap ETF
+0.97%
+$1,533.83 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$2,619.63 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$47,523 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.92%
+$197.2 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$41,440.41 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$3,972.03 
RSG Republic Services, Inc.
+0.86%
+$297.14 
PG Procter & Gamble Co
+0.85%
+$1.25 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$18,752.5 
COST Costco Wholesale Corporation
+0.72%
+$8,080.44 
AVGE FRCL 3 2022Q3 Hb Float
+0.71%
+$45,381.7 
MA Mastercard Incorporated
+0.7%
+$10,912.38 
AVUS Avantis U.S. Equity ETF
+0.69%
+$682.08 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$409,696.17 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$28,191.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$95,028.22 
AVDE Avantis International Equity ETF
+0.6%
+$2,748.6 
CMI Cummins Inc.
+0.59%
+$754.65 
IVV iShares Core S&P 500 ETF
+0.58%
+$27,790.98 
VOO Vanguard S&P 500 ETF
+0.58%
+$159,429.12 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,050.61 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$26,114.55 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$4,010.6 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$148.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$570.9 
VXF Vanguard Extended Market ETF
+0.48%
+$1,567.5 
VT Vanguard Total World Stock ETF
+0.46%
+$112,186.08 
KXI iShares Global Consumer Staples ETF
+0.46%
+$1,113.92 
GOOG Alphabet Inc
+0.46%
+$15,315.96 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$76.12 
FEGE First Eagle Global Equity ETF
+0.42%
+$4,389.63 
HSY The Hershey Company
+0.42%
+$1,625.62 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$5,534.27 
PEP PepsiCo, Inc.
+0.4%
+$454.14 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$877.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$46,440.57 
FAST Fastenal Co.
+0.38%
+$248.5 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$122.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,155.25 
XOM Exxon Mobil Corporation
+0.29%
+$254.99 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$569.16 
PHYS Sprott Physical Gold Trust
+0.2%
+$98.67 
MSFT Microsoft Corp.
+0.1%
+$1,513.2 
KO The Coca-Cola Company
+0.1%
+$25.52 
CL Colgate-Palmolive Company
+0.07%
+$16.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$413.79 
MCD McDonald's Corporation
+0.01%
+$19.57 
Events
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Dividends
Dividend Analysis
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| Trades 829 | Longs Won 473/829 57% | Profit Factor 6.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,316.51 |
| Average Win $152,240.26 | Best Trade (Jun 12) $7.03M | Sharpe Ratio -9.03 |
| Average Loss -$30,374.17 | Worst Trade (Dec 30) -$2.89M | Z-Score 3 (99.73%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $73,819.59 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
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Returns
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