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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:
33.82%
Gain +0.5%
Monthly
0.4%
Yearly
4.87%
Drawdown
16.8%
$133.11M
Equity
Holdings
$133.11M
Investment
$100.95M
$31.98M
Profit +$753,231.15
Realized
-$176,685.8
Unrealized
$32.16M
Dividends
$10.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$753,231.15
Win %
86%
This Week
Compared To Last Week
Gain
0.07%
Profit
$98,757.49
Win %
86%
This Month
Compared to last month
Gain
1.14%
Profit
$1.5M
Win %
86%
This Year
Compared to last year
Gain
12.7%
Profit
$15M
Win %
86%
VZ Verizon Communications Inc.
+1.86%
+$5,273.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.25%
+$27,812.01 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$291,920.25 
DFSV Dimensional US Small Cap Value ETF
+1.1%
+$5,947.36 
PNFP Pinnacle Financial Partners Inc.
+1%
+$8,804.31 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.98%
+$44,985.05 
VNQ Vanguard Real Estate ETF
+0.97%
+$2,747.36 
DFAS Dimensional U.S. Small Cap ETF
+0.97%
+$46,230 
IJR iShares Core S&P Small-Cap ETF
+0.94%
+$7,797.76 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.91%
+$7,281.94 
VTV Vanguard Value ETF
+0.83%
+$2,788.92 
AVUV Avantis U.S. Small Cap Value ETF
+0.82%
+$25,999.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$6,542.25 
ITW Illinois Tool Works Inc.
+0.7%
+$5,084.4 
IUSV iShares Core S&P U.S. Value ETF
+0.68%
+$2,805.87 
MSFT Microsoft Corp.
+0.66%
+$2,696.32 
DFIV Dimensional International Value ETF
+0.61%
+$82,443.88 
DFGR Dimensional Global Real Estate ETF
+0.59%
+$1,998.24 
DFUV Dimensional US Marketwide Value ETF
+0.58%
+$91,374.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.56%
+$2,690.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.55%
+$9,823.67 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.44%
+$23,001.75 
DFAI Dimensional International Core Equity Market ETF
+0.42%
+$3,953.07 
DFIC Dimensional International Core Equity Market ETF
+0.37%
+$1,890.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$77,420.48 
DISV Dimensional International Small Cap Equity Fund
+0.2%
+$527 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.18%
+$1,518.61 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$1,734.13 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$897.98 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$268.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.08%
+$2,949.24 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$4,353.68 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$230.85 
NVDA NVIDIA Corporation
-2.06%
-$7,665.36 
DFAE Dimensional Emerging Core Equity Market ETF
-1.14%
-$7,007.41 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.04%
-$6,625.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.99%
-$10,134.54 
VUG Vanguard Growth ETF
-0.53%
-$1,425 
AVDV Avantis International Small Cap Value ETF
-0.33%
-$7,887.39 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.2%
-$5,181 
AAPL Apple Inc.
-0.01%
-$23.63 Events
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Dividends
Dividend Analysis
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No Data
| Trades 412 | Longs Won 241/412 58% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $549,343.66 |
| Average Win $154,470.54 | Best Trade (Oct 15) $6.34M | Sharpe Ratio -9.87 |
| Average Loss -$50,871.66 | Worst Trade (Dec 30) -$1.72M | Z-Score -2.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $77,627.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 2,618 | 2,356 | 2,094 | 1,832 | 1,571 | 1,309 | 1,047 | 785 | 524 | 262 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,182 | $237,183.44 | $405,355.08 | - | $168,171.64 | 70.9% | -0.006% |
| AVDV Avantis International Small Cap Value ETF | 22,218 | $1.46M | $2.38M | - | $915,201.61 | 62.67% | -0.331% |
| AVUV Avantis U.S. Small Cap Value ETF | 26,530 | $2.39M | $3.19M | - | $794,708.85 | 33.2% | +0.822% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 6,561 | $494,699.4 | $482,102.28 | - | -$12,597.12 | -2.55% | +0.561% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 163,582 | $3.44M | $4.65M | - | $1.2M | 34.89% | +0.978% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 483,878 | $15.46M | $21.8M | - | $6.34M | 40.99% | +0.356% |
| DFAE Dimensional Emerging Core Equity Market ETF | 16,109 | $442,901.73 | $607,873.11 | - | $164,971.38 | 37.25% | -1.14% |
| DFAI Dimensional International Core Equity Market ETF | 22,589 | $735,377.51 | $934,393.98 | - | $199,016.47 | 27.06% | +0.425% |
| DFAS Dimensional U.S. Small Cap ETF | 61,640 | $3.84M | $4.81M | - | $964,090.4 | 25.08% | +0.971% |
| DFAT Dimensional US Targeted Value ETF | 389,227 | $21.19M | $26.44M | - | $5.25M | 24.8% | +1.116% |
| DFAU Dimensional US Core Equity Market ETF | 11,973 | $437,493.42 | $633,790.75 | - | $196,297.33 | 44.87% | +0.142% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 69,080 | $1.76M | $2.52M | - | $763,093.26 | 43.39% | -0.205% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 16,360 | $427,902.68 | $627,487.8 | - | $199,585.12 | 46.64% | -1.045% |
| DFGR Dimensional Global Real Estate ETF | 12,489 | $324,252.42 | $341,074.59 | - | $16,822.17 | 5.19% | +0.589% |
| DFIC Dimensional International Core Equity Market ETF | 13,504 | $361,232 | $506,805.12 | - | $145,573.12 | 40.3% | +0.374% |
| DFIV Dimensional International Value ETF | 242,482 | $8.91M | $13.59M | - | $4.68M | 52.55% | +0.61% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 17,866 | $840,548.3 | $835,860.81 | - | -$4,687.49 | -0.56% | +0.182% |
| DFSV Dimensional US Small Cap Value ETF | 14,331 | $433,421.98 | $547,229.23 | - | $113,807.25 | 26.26% | +1.099% |
| DFUS Dimensional U.S. Equity Market ETF | 108,842 | $6.32M | $9.12M | - | $2.8M | 44.22% | +0.048% |
| DFUV Dimensional US Marketwide Value ETF | 281,152 | $11.5M | $15.77M | - | $4.26M | 37.08% | +0.583% |
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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 - $2.11M, Dimensional US Marketwide Value ETF - $1.9M, iShares Core S&P Total U.S. Stock Market ETF - $822,222.11, Avantis International Small Cap Value ETF - $542,812.83, 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 - $809,244.34, Vanguard Intermediate-Term Treasury Fund - $336,573.15, Dimensional U.S. Small Cap ETF - $315,092.23, Vanguard Global ex-US Real Estate Index Fund - $141,531.43, and iShares Core S&P Small-Cap ETF - $130,227.37. 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 $10.04M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.93M, Dimensional US Targeted Value ETF - $1.73M, Dimensional U.S. Core Equity 2 ETF - $1.14M, Dimensional US Marketwide Value ETF - $913,993.25, and Vanguard Intermediate-Term Treasury Fund - $824,664.98. 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 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 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.
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