CM
Craig Middaugh Portfolio
Invests via Coleford Investment Management Ltd. | Managed by Craig Middaugh
Invests via Coleford Investment Management Ltd.
Managed by Craig Middaugh
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Craig Middaugh Profile
With a substantial career in technology and finance, Craig Middaugh has established himself as an influential operating executive focused on corporate strategy and market growth. His experience spans leading initiatives that enhance business efficiency and foster innovation within competitive sectors. Middaugh's adeptness at navigating complex regulatory environments positions him as a key player in aligning organizational objectives with emerging industry trends. He has consistently contributed to the evolution of scalable solutions, thereby increasing operational impact and revenue generation across enterprises. His insights into capital markets further augment his ability to drive strategic decisions that resonate within investment circles.
With a substantial career in technology and finance, Craig Middaugh has established himself as an influential operating executive focused on corporate strategy and market growth. His experience spans leading initiatives that enhance business efficiency and foster innovation within competitive sectors. Middaugh's adeptness at navigating complex regulatory environments positions him as a key player in aligning organizational objectives with emerging industry trends. He has consistently contributed to the evolution of scalable solutions, thereby increasing operational impact and revenue generation across enterprises. His insights into capital markets further augment his ability to drive strategic decisions that resonate within investment circles.
Investment Philosophy & Strategy
The technology sector presents abundant avenues for transformation and value creation, a landscape where Craig Middaugh excels. Leveraging his deep understanding of operational efficiency and market dynamics, he seeks investments that drive innovation while enhancing competitive positioning. With a keen eye for emerging trends, strategic acquisitions play a vital role in his approach to seizing growth opportunities. His emphasis on scalable business models underscores an ongoing commitment to maximizing shareholder value through transformative initiatives. By marrying operational insights with financial acumen, decision-making becomes not just opportunistic but rooted in long-term industry potential.
The technology sector presents abundant avenues for transformation and value creation, a landscape where Craig Middaugh excels. Leveraging his deep understanding of operational efficiency and market dynamics, he seeks investments that drive innovation while enhancing competitive positioning. With a keen eye for emerging trends, strategic acquisitions play a vital role in his approach to seizing growth opportunities. His emphasis on scalable business models underscores an ongoing commitment to maximizing shareholder value through transformative initiatives. By marrying operational insights with financial acumen, decision-making becomes not just opportunistic but rooted in long-term industry potential.
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:
20.51%
Gain +2.32%
Monthly
1.08%
Yearly
13.77%
Drawdown
15.86%
$441.96M
Equity
Holdings
$441.96M
Investment
$365.17M
$82.16M
Profit +$10.98M
Realized
$5.37M
Unrealized
$76.79M
Dividends
$9.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.32%
Profit
$10.98M
Win %
79%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$161,407.43
Win %
79%
This Month
Compared to last month
Gain
-1.09%
Profit
-$4.88M
Win %
79%
This Year
Compared to last year
Gain
-1.24%
Profit
-$2.25M
Win %
76%
AXP American Express Company
+2.18%
+$620,441.29 
ACN Accenture plc Class A
+1.63%
+$113,568 
BNS Bank of Nova Scotia
+1.57%
+$267,014.8 
MCO Moody's Corporation
+1.37%
+$63,118 
V Visa Inc. Class A
+1.05%
+$239,041.32 
CP Canadian Pacific Kansas City Limited
+0.89%
+$106,299.24 
FTS Fortis Inc.
+0.87%
+$152,586 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$136,549.76 
COST Costco Wholesale Corporation
+0.68%
+$37,162.8 
CNI Canadian National Railway Company
+0.61%
+$105,279.12 
GOOGL Alphabet Inc
+0.53%
+$207,798.45 
GOOG Alphabet Inc
+0.45%
+$1,527.99 
WMT Walmart Inc.
+0.41%
+$148,057.5 
PEP PepsiCo, Inc.
+0.4%
+$52,545.1 
RY Royal Bank of Canada
+0.14%
+$56,094.92 
TRP TC Energy Corporation
+0.12%
+$30,503.1 
MSFT Microsoft Corp.
+0.1%
+$29,094.4 
ORCL Oracle Corporation
+0.05%
+$8,499.92 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
Events
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Dividends
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| Trades 125 | Longs Won 81/125 64% | Profit Factor 4.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.81M |
| Average Win $1.28M | Best Trade (Jun 12) $19.28M | Sharpe Ratio -134.85 |
| Average Loss -$492,193.04 | Worst Trade (Jun 11) -$7.74M | Z-Score 3.05 (99.77%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $657,292.55 |
| 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 | 898 | 808 | 718 | 628 | 539 | 449 | 359 | 269 | 180 | 90 |
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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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