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

Tracking: 0 Updated: Jun 12 at 08:11 PM

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.

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.

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:

50.02%

Gain +0.7%

Monthly

0.69%

Yearly

8.65%

Drawdown

14.85%

$133.32M

Equity

Holdings

$133.32M

Investment

$90.67M

$46.91M

Profit +$1.04M

Realized

$4.26M

Unrealized

$42.65M

Dividends

$9.18M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.7%

Profit

$1.04M

Win %

89%

This Week

Compared To Last Week

Gain

0.88%

Profit

$1.17M

Win %

89%

This Month

Compared to last month

Gain

0.96%

Profit

$1.27M

Win %

89%

This Year

Compared to last year

Gain

12.88%

Profit

$15.21M

Win %

89%

Gainers
Losers

PNFP Pinnacle Financial Partners Inc.

+2.82%

+$24,992.88

VZ Verizon Communications Inc.

+2.46%

+$7,382.76

BSVO EA Bridgeway Omni Small-Cap Value Fund

+1.35%

+$63,224.44

DFSV Dimensional US Small Cap Value ETF

+1.17%

+$6,448.95

ITW Illinois Tool Works Inc.

+1.16%

+$7,867.44

DFAS Dimensional U.S. Small Cap ETF

+1%

+$49,312

IJR iShares Core S&P Small-Cap ETF

+1%

+$8,650.7

DFAT Dimensional US Targeted Value ETF

+0.99%

+$266,620.49

AVUV Avantis U.S. Small Cap Value ETF

+0.95%

+$31,040.1

VNQ Vanguard Real Estate ETF

+0.95%

+$2,887.85

VTV Vanguard Value ETF

+0.94%

+$3,086.1

DFUV Dimensional US Marketwide Value ETF

+0.91%

+$139,170.24

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$20,560.85

AVDV Avantis International Small Cap Value ETF

+0.88%

+$20,662.74

DISV Dimensional International Small Cap Equity Fund

+0.82%

+$2,139

IUSV iShares Core S&P U.S. Value ETF

+0.8%

+$3,188.5

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$145,163.4

DFGR Dimensional Global Real Estate ETF

+0.68%

+$2,497.8

VNQI Vanguard Global ex-US Real Estate Index Fund

+0.68%

+$5,940.53

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.62%

+$21,066

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$6,561.47

DFAU Dimensional US Core Equity Market ETF

+0.61%

+$3,711.65

DFIV Dimensional International Value ETF

+0.58%

+$78,806.65

SPY SPDR S&P 500 ETF Trust

+0.57%

+$4,762.97

DFUS Dimensional U.S. Equity Market ETF

+0.55%

+$47,890.48

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$2,899.62

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+0.42%

+$10,707.4

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

+0.41%

+$7,494.31

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$2,093.12

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$3,727.18

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$2,372.2

VUG Vanguard Growth ETF

+0.22%

+$570

NVDA NVIDIA Corporation

+0.14%

+$463.96

MSFT Microsoft Corp.

+0.1%

+$306.4

AAPL Apple Inc.

-1.52%

-$5,319

VGIT Vanguard Intermediate-Term Treasury Fund

-0.12%

-$6,440.49

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$590.49

VTEB Vanguard Tax-Exempt Bond ETF

-0.09%

-$785.07

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

-0.04%

-$494.76

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$267.99

VGSH Vanguard Short-Term Treasury Fund

-0.02%

-$48.75

Events

Dividends

Dividend Analysis

No Data

Trades 411	Longs Won 279/411 67%	Profit Factor 16.99
Profitability	Shorts Won 0/0 0%	Standard Deviation $635,204.16
Average Win $178,655.97	Best Trade (Jun 12) $7.39M	Sharpe Ratio -41.45
Average Loss -$22,226.19	Worst Trade (Jun 10) -$429,464.41	Z-Score 5.81 (100%)
Commissions $0	Avg. Trade Length 1y 11m 5d	Expectancy $114,139.07

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%	0.04%
Consecutive Losing Trades	5,988	5,389	4,790	4,192	3,593	2,994	2,395	1,796	1,198	599