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Cortney Cost Portfolio
Invests via Kraft Asset Management LLC | Managed by Cortney Cost
Invests via Kraft Asset Management LLC
Managed by Cortney Cost
Automatically Tracked
Cortney Cost Profile
Cortney Cost brings a robust entrepreneurial spirit to her role as an investor-operator in the technology sector. With a background in developing innovative digital solutions, she has successfully led multiple startups from conception through scalable growth phases. Her keen understanding of market dynamics and consumer needs positions her as a key player in shaping impactful products that resonate with audiences. Drawing from extensive operational experience, she actively mentors emerging founders, fostering an ecosystem of collaboration and creativity within the tech landscape. Cortney's contributions are notable not just for financial returns but for nurturing talent and driving industry advancement.
Cortney Cost brings a robust entrepreneurial spirit to her role as an investor-operator in the technology sector. With a background in developing innovative digital solutions, she has successfully led multiple startups from conception through scalable growth phases. Her keen understanding of market dynamics and consumer needs positions her as a key player in shaping impactful products that resonate with audiences. Drawing from extensive operational experience, she actively mentors emerging founders, fostering an ecosystem of collaboration and creativity within the tech landscape. Cortney's contributions are notable not just for financial returns but for nurturing talent and driving industry advancement.
Investment Philosophy & Strategy
Growth in the technology sector hinges on innovative leadership and strategic execution. With a firm belief in fostering talent, Cortney Cost embodies an entrepreneurial approach that values both scalability and impact. Her focus lies not just in identifying market opportunities but also in mentoring the next generation of founders to harness their creative potential. By prioritizing collaboration, she cultivates environments conducive to breakthrough innovations while driving substantial growth for tech startups. This combination of operational expertise and visionary thinking allows her to effectively navigate competitive landscapes and create value beyond mere financial metrics.
Growth in the technology sector hinges on innovative leadership and strategic execution. With a firm belief in fostering talent, Cortney Cost embodies an entrepreneurial approach that values both scalability and impact. Her focus lies not just in identifying market opportunities but also in mentoring the next generation of founders to harness their creative potential. By prioritizing collaboration, she cultivates environments conducive to breakthrough innovations while driving substantial growth for tech startups. This combination of operational expertise and visionary thinking allows her to effectively navigate competitive landscapes and create value beyond mere financial metrics.
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:
26.65%
Gain +0.47%
Monthly
0.45%
Yearly
5.54%
Drawdown
16.8%
$136M
Equity
Holdings
$136M
Investment
$100.95M
$34.88M
Profit +$707,123.27
Realized
-$176,685.8
Unrealized
$35.05M
Dividends
$9.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$707,123.27
Win %
91%
This Week
Compared To Last Week
Gain
0.99%
Profit
$1.33M
Win %
91%
This Month
Compared to last month
Gain
0.99%
Profit
$1.33M
Win %
91%
This Year
Compared to last year
Gain
15.15%
Profit
$17.89M
Win %
91%
MSFT Microsoft Corp.
+3.02%
+$10,432.91 
NVDA NVIDIA Corporation
+2.93%
+$9,598.52 
VZ Verizon Communications Inc.
+1.52%
+$4,474.4 
ITW Illinois Tool Works Inc.
+1.15%
+$8,697 
VUG Vanguard Growth ETF
+1.1%
+$2,790 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,276.04 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,012.87 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$60,951.63 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$20,223.57 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$3,352.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,738.53 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2,617.6 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$3,692.13 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$77,420.48 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$33,738.24 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,061.2 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$28,982.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$10,156.41 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$13,368.3 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$6,099.08 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,970.88 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,685.88 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,364 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,873.35 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$11,109 
DFIV Dimensional International Value ETF
-0.47%
-$65,470.14 
VTV Vanguard Value ETF
-0.27%
-$899.14 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$11,941.49 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$911 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,526.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$984.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,579.68 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$8,629.66 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$9,200.7 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$42,814.97 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$872.3 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$535.98 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$146.26 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$243.62 Events
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Dividends
Dividend Analysis
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| Trades 412 | Longs Won 246/412 59% | Profit Factor 4.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $592,252.36 |
| Average Win $162,002.52 | Best Trade (Aug 05) $6.71M | Sharpe Ratio -9.79 |
| Average Loss -$50,784.36 | Worst Trade (Dec 30) -$1.72M | Z-Score 0.23 (18.38%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $84,651.72 |
| 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% | 0.1% |
| Consecutive Losing Trades | 2,681 | 2,413 | 2,145 | 1,877 | 1,609 | 1,340 | 1,072 | 804 | 536 | 268 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Cortney Cost?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $2.04M, Dimensional US Marketwide Value ETF - $1.84M, iShares Core S&P Total U.S. Stock Market ETF - $812,686.16, Avantis International Small Cap Value ETF - $530,897.32, and iShares Core MSCI International Developed Markets ETF (IDEV) - $468,422.03. 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: Dimensional U.S. Core Equity 2 ETF - $856,180.51, Vanguard Intermediate-Term Treasury Fund - $372,961.92, Dimensional U.S. Small Cap ETF - $327,420.23, Vanguard Global ex-US Real Estate Index Fund - $141,531.43, and iShares Core S&P Small-Cap ETF - $133,330.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cortney Cost's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.55M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.86M, Dimensional US Targeted Value ETF - $1.64M, Dimensional U.S. Core Equity 2 ETF - $1.09M, Dimensional US Marketwide Value ETF - $855,575.49, and Vanguard Intermediate-Term Treasury Fund - $788,276.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cortney Cost's monthly returns?
Cortney Cost'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 Cortney Cost's strategy be considered aggressive or moderate?
Cortney Cost'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 Cortney Cost's strategy?
Cortney Cost'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.
