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
Automatically Tracked
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:
63.26%
Gain +3.52%
Monthly
0.92%
Yearly
11.66%
Drawdown
14.22%
$215.02M
Equity
Holdings
$215.02M
Investment
$160.24M
$70.16M
Profit +$5.53M
Realized
$15.38M
Unrealized
$54.78M
Dividends
$6.78M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.52%
Profit
$5.53M
Win %
90%
This Week
Compared To Last Week
Gain
2.62%
Profit
$5.5M
Win %
90%
This Month
Compared to last month
Gain
2.62%
Profit
$5.5M
Win %
90%
This Year
Compared to last year
Gain
3.48%
Profit
$7.23M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$36,079.99 
GOOG Alphabet Inc
+6.88%
+$214,516.83 
MSFT Microsoft Corp.
+3.02%
+$51,088.58 
FAST Fastenal Co.
+2.25%
+$1,481.55 
AMAT Applied Materials, Inc.
+1.18%
+$2,059.11 
UNP Union Pacific Corporation
+0.92%
+$4,800.68 
MCD McDonald's Corporation
+0.82%
+$1,518.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,375.99 
VOO Vanguard S&P 500 ETF
+0.71%
+$196,238.7 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$5,104.41 
IVV iShares Core S&P 500 ETF
+0.69%
+$32,512 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$806.19 
AVUS Avantis U.S. Equity ETF
+0.57%
+$177.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$82,682.8 
IWD iShares Russell 1000 Value ETF
+0.44%
+$55.5 
PG Procter & Gamble Co
+0.37%
+$0.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$223,949.58 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$15,042.24 
VT Vanguard Total World Stock ETF
+0.26%
+$63,883.74 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$10,046.16 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$11,269.93 
JNJ Johnson & Johnson
+0.21%
+$495.55 
CMI Cummins Inc.
+0.19%
+$237.91 
FEGE First Eagle Global Equity ETF
+0.08%
+$836.12 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$4,516.47 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$126.84 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$13.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$89.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$280.9 
AAPL Apple Inc.
-7.35%
-$288,110 
PHYS Sprott Physical Gold Trust
-1.61%
-$759 
HSY The Hershey Company
-1.23%
-$3,673.29 
MDLZ Mondelez International, Inc.
-1.22%
-$215.6 
KO The Coca-Cola Company
-1.02%
-$288.9 
XOM Exxon Mobil Corporation
-0.97%
-$918 
MET MetLife Inc.
-0.97%
-$188 
KXI iShares Global Consumer Staples ETF
-0.86%
-$1,975.2 
MA Mastercard Incorporated
-0.74%
-$13,472.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,900.35 
PM Philip Morris International Inc.
-0.61%
-$554.6 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$144.32 
PRU Prudential Financial, Inc.
-0.56%
-$65.55 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,137.5 
AVDE Avantis International Equity ETF
-0.46%
-$2,137.8 
PEP PepsiCo, Inc.
-0.46%
-$427.52 
AXP American Express Company
-0.38%
-$31.75 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$17,483.12 
RSG Republic Services, Inc.
-0.37%
-$129.48 
CL Colgate-Palmolive Company
-0.33%
-$81.9 
VXF Vanguard Extended Market ETF
-0.3%
-$978.38 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$23,493.31 
COST Costco Wholesale Corporation
-0.24%
-$2,635.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$2,856.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$505.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$24,931.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,199.82 
AKRE Akre Focus ETF
-0.09%
-$141 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,950.85 
VO Vanguard Mid-Cap ETF
-0.05%
-$79.88 
V Visa Inc. Class A
-0.04%
-$618.62 Events
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Dividends
Dividend Analysis
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| Trades 860 | Longs Won 510/860 59% | Profit Factor 7.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,692.27 |
| Average Win $159,268.02 | Best Trade (Aug 07) $10.47M | Sharpe Ratio -8.75 |
| Average Loss -$31,618.39 | Worst Trade (Dec 30) -$2.89M | Z-Score -0.04 (3.47%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 5d | Expectancy $81,581.69 |
| 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 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Excelsior Investors?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $6.97M, Vanguard S&P 500 ETF - $4.42M, Berkshire Hathaway Inc - $2.61M, VANGUARD TOTAL STOCK MKT ETF - $2.11M, and FRCL 3 2022Q3 Hb Float - $1.95M. 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: Nike, Inc. - Class B - $759,503.56, Vanguard Total World Stock ETF - $464,861.88, Diageo plc Sponsored ADR - $381,607.39, Brown-Forman Corporation - $328,021.11, and Nestle S.A. Sponsored ADR - $268,716.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Excelsior Investors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.78M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.21M, Vanguard Total World Stock ETF - $534,743.58, VANGUARD TOTAL STOCK MKT ETF - $517,508.03, FRCL 3 2022Q3 Hb Float - $451,381.19, and Vanguard Total Bond Market Index Fund - $377,595.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Excelsior Investors's monthly returns?
Excelsior Investors'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 Excelsior Investors's strategy be considered aggressive or moderate?
Excelsior Investors's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Excelsior Investors's strategy?
Excelsior Investors'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.
