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:
68.62%
Gain -0.71%
Monthly
0.85%
Yearly
10.74%
Drawdown
14.22%
$211.33M
Equity
Holdings
$211.33M
Investment
$160.24M
$66.48M
Profit -$1.38M
Realized
$15.38M
Unrealized
$51.09M
Dividends
$7.15M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$1.38M
Win %
85%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.38M
Win %
85%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.14M
Win %
85%
This Year
Compared to last year
Gain
1.71%
Profit
$3.54M
Win %
83%
CMI Cummins Inc.
+2.19%
+$2,212.28 
AMAT Applied Materials, Inc.
+2.04%
+$3,772.69 
UNP Union Pacific Corporation
+1.85%
+$9,079.88 
GOOG Alphabet Inc
+1.23%
+$38,476.77 
AMZN Amazon.com Inc
+1.07%
+$2,660 
MDY SPDR S&P MidCap 400 ETF Trust
+1.03%
+$25,231.08 
VXF Vanguard Extended Market ETF
+0.94%
+$3,024.71 
FAST Fastenal Co.
+0.84%
+$592.62 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.81%
+$10,711.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.79%
+$3,424.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.67%
+$1,792.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.66%
+$77,563.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$102,714.63 
DFUS Dimensional U.S. Equity Market ETF
+0.64%
+$4,830.95 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$773.31 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$5,719.27 
VT Vanguard Total World Stock ETF
+0.63%
+$154,255.86 
AAPL Apple Inc.
+0.62%
+$24,028.63 
IVV iShares Core S&P 500 ETF
+0.62%
+$30,162.5 
AVGE FRCL 3 2022Q3 Hb Float
+0.61%
+$38,712.6 
IDXX IDEXX Laboratories, Inc.
+0.59%
+$154 
VOO Vanguard S&P 500 ETF
+0.58%
+$165,550.61 
AVDE Avantis International Equity ETF
+0.57%
+$2,595.9 
MSFT Microsoft Corp.
+0.54%
+$10,317.88 
VEU Vanguard FTSE All-World ex-US ETF
+0.53%
+$1,234.64 
AVUS Avantis U.S. Equity ETF
+0.52%
+$166.05 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.49%
+$20,683.08 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$22,394.16 
VO Vanguard Mid-Cap ETF
+0.48%
+$758.86 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$21,348.09 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$105.98 
AVDV Avantis International Small Cap Value ETF
+0.38%
+$1,774.12 
RSG Republic Services, Inc.
+0.35%
+$121.18 
MDLZ Mondelez International, Inc.
+0.3%
+$49 
IWD iShares Russell 1000 Value ETF
+0.29%
+$36.5 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$167,360.17 
MA Mastercard Incorporated
+0.26%
+$4,438 
HSY The Hershey Company
+0.23%
+$623.45 
COST Costco Wholesale Corporation
+0.22%
+$2,346.68 
PG Procter & Gamble Co
+0.2%
+$0.29 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$8,200.71 
FEGE First Eagle Global Equity ETF
+0.12%
+$1,252.09 
KXI iShares Global Consumer Staples ETF
+0.1%
+$213.98 
PM Philip Morris International Inc.
+0.09%
+$79.9 
MET MetLife Inc.
+0.04%
+$8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$296.35 
PRU Prudential Financial, Inc.
-1.13%
-$121.6 
PHYS Sprott Physical Gold Trust
-0.73%
-$349.14 
KO The Coca-Cola Company
-0.65%
-$179.76 
JNJ Johnson & Johnson
-0.61%
-$1,467.95 
CL Colgate-Palmolive Company
-0.44%
-$102.37 
AXP American Express Company
-0.33%
-$24.75 
MCD McDonald's Corporation
-0.29%
-$465.75 
AKRE Akre Focus ETF
-0.28%
-$423 
XOM Exxon Mobil Corporation
-0.24%
-$237.01 
PEP PepsiCo, Inc.
-0.15%
-$130.26 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$6,355.56 
V Visa Inc. Class A
-0.07%
-$1,126.89 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.06%
-$126.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$1,170.51 Events
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Dividends
Dividend Analysis
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| Trades 860 | Longs Won 500/860 58% | Profit Factor 6.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $519,138.86 |
| Average Win $156,114.42 | Best Trade (Aug 07) $10.47M | Sharpe Ratio -8.75 |
| Average Loss -$32,168.58 | Worst Trade (Dec 30) -$2.89M | Z-Score -0.99 (67.74%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w | Expectancy $77,298.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,750 | $2.06M | $3.91M | - | $1.84M | 89.15% | +0.619% |
| AKRE Akre Focus ETF | 2,820 | $184,738.2 | $150,306 | - | -$34,432.2 | -18.64% | -0.281% |
| AMAT Applied Materials, Inc. | 349 | $54,918.64 | $188,498.39 | - | $133,579.75 | 243.23% | +2.042% |
| AMZN Amazon.com Inc | 1,000 | $166,720 | $250,890 | - | $84,170 | 50.49% | +1.072% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,171 | $204,224.04 | $217,181.79 | - | $12,957.75 | 6.34% | -0.058% |
| AVDE Avantis International Equity ETF | 5,090 | $260,039.83 | $457,387.4 | - | $197,347.57 | 75.89% | +0.571% |
| AVDV Avantis International Small Cap Value ETF | 4,275 | $226,489.64 | $463,730.62 | - | $237,240.98 | 104.75% | +0.384% |
| AVGE FRCL 3 2022Q3 Hb Float | 64,521 | $3.58M | $6.4M | - | $2.82M | 78.6% | +0.609% |
| AVUS Avantis U.S. Equity ETF | 246 | $15,807.88 | $31,828.71 | - | $16,020.83 | 101.35% | +0.524% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,241 | $153,417.23 | $268,695.9 | - | $115,278.67 | 75.14% | +0.672% |
| AXP American Express Company | 25 | $5,692.25 | $7,527.5 | - | $1,835.25 | 32.24% | -0.328% |
| BND Vanguard Total Bond Market Index Fund | 123,649 | $9.2M | $8.66M | - | -$535,340.96 | -5.82% | -0.073% |
| BRK-A Berkshire Hathaway Inc. | 7 | $4.57M | $5.27M | - | $698,668.51 | 15.28% | +0.156% |
| BRK-B Berkshire Hathaway Inc. | 120,403 | $51M | $60.43M | - | $9.43M | 18.48% | +0.278% |
| CL Colgate-Palmolive Company | 273 | $21,509.67 | $22,974.31 | - | $1,464.64 | 6.81% | -0.444% |
| CMI Cummins Inc. | 195 | $42,537.3 | $103,027.27 | - | $60,489.97 | 142.2% | +2.194% |
| COST Costco Wholesale Corporation | 1,156 | $643,890.87 | $1.06M | - | $416,126.45 | 64.63% | +0.222% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 94,014 | $2.4M | $4.22M | - | $1.82M | 75.63% | +0.493% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 35,705 | $747,507.1 | $1.33M | - | $577,862.5 | 77.31% | +0.815% |
| DFUS Dimensional U.S. Equity Market ETF | 9,115 | $471,245.5 | $763,745.85 | - | $292,500.35 | 62.07% | +0.637% |
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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 - $4.5M, Berkshire Hathaway Inc - $2.61M, VANGUARD TOTAL STOCK MKT ETF - $2.15M, and FRCL 3 2022Q3 Hb Float - $1.97M. 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 - $401,227.44, 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 $7.15M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.29M, Vanguard Total World Stock ETF - $598,378.02, VANGUARD TOTAL STOCK MKT ETF - $558,231.44, FRCL 3 2022Q3 Hb Float - $472,937.66, and Vanguard Total Bond Market Index Fund - $408,866.77. 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.
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