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:
30.1%
Gain -0.11%
Monthly
1.21%
Yearly
15.54%
Drawdown
15.74%
$468.35M
Equity
Holdings
$468.35M
Investment
$366.05M
$108.22M
Profit -$537,069.07
Realized
$5.92M
Unrealized
$102.3M
Dividends
$12.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$537,069.07
Win %
80%
This Week
Compared To Last Week
Gain
0.1%
Profit
$466,527.01
Win %
80%
This Month
Compared to last month
Gain
5.3%
Profit
$23.57M
Win %
80%
This Year
Compared to last year
Gain
6.19%
Profit
$27.28M
Win %
78%
ETN Eaton Corporation plc
+2.83%
+$339,651.18 
AMZN Amazon.com Inc
+1.82%
+$309,575.67 
GOOGL Alphabet Inc
+1.36%
+$463,174.5 
NVS Novartis AG Sponsored ADR
+1.15%
+$237,126.9 
CP Canadian Pacific Kansas City Ltd.
+1.06%
+$125,358.2 
GOOG Alphabet Inc
+1.05%
+$8,418.73 
AAPL Apple Inc.
+0.69%
+$178,777.08 
BNS Bank of Nova Scotia
+0.49%
+$91,933.76 
RY Royal Bank of Canada
+0.16%
+$62,815.35 
TD Toronto-Dominion Bank
+0.14%
+$40,252.6 
CDNMF EGR Exploration Ltd.
0%
$0 
ACN Accenture plc
-4.32%
-$440,817 
MCO Moody's Corporation
-2.42%
-$333,709.84 
PEP PepsiCo, Inc.
-1.59%
-$193,547.7 
COST Costco Wholesale Corp
-1.28%
-$169,645.3 
WMT Walmart Inc.
-1.19%
-$419,433.3 
V Visa Inc. Class A
-1.15%
-$325,885.95 
BDX Becton, Dickinson and Company
-1.14%
-$195,894.72 
BRK-B Berkshire Hathaway Inc.
-0.72%
-$159,807.17 
AXP American Express Company
-0.19%
-$53,528.72 
MSFT Microsoft Corporation Common Stock
-0.18%
-$69,417.45 
FTS Fortis Inc.
-0.12%
-$21,794.85 
TRP TC Energy Corporation
-0.05%
-$10,674.9 Events
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Dividends
Dividend Analysis
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| Trades 148 | Longs Won 99/148 66% | Profit Factor 6.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.71M |
| Average Win $1.28M | Best Trade (Oct 14) $17.72M | Sharpe Ratio -11.32 |
| Average Loss -$370,431.5 | Worst Trade (Oct 14) -$5.67M | Z-Score 3.34 (99.92%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $731,233.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,264 | 1,138 | 1,011 | 885 | 759 | 632 | 506 | 379 | 253 | 126 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 75,753 | $18.97M | $26.23M | - | $7.26M | 38.25% | +0.686% |
| ACN Accenture plc | 41,275 | $14.48M | $9.76M | - | -$4.72M | -32.59% | -4.32% |
| AMZN Amazon.com Inc | 68,339 | $16.29M | $17.33M | - | $1.04M | 6.41% | +1.819% |
| AXP American Express Company | 87,752 | $26.05M | $27.59M | - | $1.54M | 5.91% | -0.194% |
| BDX Becton, Dickinson and Company | 87,453 | $14.94M | $16.98M | - | $2.04M | 13.68% | -1.141% |
| BNS Bank of Nova Scotia | 199,856 | $10.79M | $18.74M | - | $7.95M | 73.7% | +0.493% |
| BRK-B Berkshire Hathaway Inc. | 40,254 | $18.25M | $21.92M | - | $3.67M | 20.09% | -0.724% |
| CDNMF EGR Exploration Ltd. | 143,496 | $4,020.16 | $1,578.46 | - | -$2,441.7 | -60.74% | 0.0 |
| COST Costco Wholesale Corp | 13,202 | $12.69M | $13.1M | - | $410,245.25 | 3.23% | -1.278% |
| CP Canadian Pacific Kansas City Ltd. | 131,956 | $9.83M | $11.98M | - | $2.15M | 21.9% | +1.058% |
| ETN Eaton Corporation plc | 32,225 | $12.63M | $12.32M | - | -$309,005.7 | -2.45% | +2.834% |
| FTS Fortis Inc. | 311,355 | $16.29M | $17.89M | - | $1.6M | 9.81% | -0.122% |
| GOOG Alphabet Inc | 2,555 | $747,198.11 | $811,174.17 | - | $63,976.06 | 8.56% | +1.049% |
| GOOGL Alphabet Inc | 107,715 | $20.39M | $34.59M | - | $14.2M | 69.62% | +1.357% |
| MCO Moody's Corporation | 28,510 | $12.74M | $13.48M | - | $739,411.88 | 5.8% | -2.416% |
| MSFT Microsoft Corporation Common Stock | 73,071 | $30.72M | $38.85M | - | $8.13M | 26.47% | -0.178% |
| NVS Novartis AG Sponsored ADR | 133,970 | $13.14M | $20.84M | - | $7.7M | 58.57% | +1.151% |
| PEP PepsiCo, Inc. | 89,605 | $13.75M | $11.94M | - | -$1.8M | -13.13% | -1.595% |
| RY Royal Bank of Canada | 193,278 | $23.41M | $39.2M | - | $15.78M | 67.41% | +0.161% |
| TD Toronto-Dominion Bank | 236,780 | $13M | $29.71M | - | $16.72M | 128.65% | +0.136% |
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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 Craig Middaugh?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4.75M, Oracle Corporation - $4.28M, Toronto-Dominion Bank - $2.56M, Royal Bank of Canada - $2.24M, and Walmart Inc - $2.2M. 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: Comcast Corp. Class A Common Stock - $3.23M, Diageo plc Sponsored ADR - $2.73M, and Becton, Dickinson and Company - $934,005.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Middaugh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.51M earned over time. The largest contributors to dividend income include Toronto-Dominion Bank - $1.5M, Royal Bank of Canada - $1.38M, Bank of Nova Scotia - $1.3M, TC Energy Corporation - $1.29M, and Novartis AG Sponsored ADR - $979,269.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Middaugh's monthly returns?
Craig Middaugh's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Craig Middaugh's strategy be considered aggressive or moderate?
Craig Middaugh's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Craig Middaugh's strategy?
Craig Middaugh's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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