Cathy Pareto Portfolio
Invests via Cathy Pareto & Associates Inc. | Managed by Cathy Pareto, Amaury Cifuentes
Invests via Cathy Pareto & Associates Inc.
Managed by Cathy Pareto, Amaury Cifuentes
Automatically Tracked
Veteran investment executive focused on private equity and credit strategies, Cathy Pareto combines portfolio construction with operational oversight in growth-stage and middle-market transactions. Prior roles span corporate finance, deal sourcing and portfolio company governance across healthcare and consumer sectors. Holds an MBA and leverages sell-side and buy-side experience to drive value creation, exit planning and investor relations.
Veteran investment executive focused on private equity and credit strategies, Cathy Pareto combines portfolio construction with operational oversight in growth-stage and middle-market transactions. Prior roles span corporate finance, deal sourcing and portfolio company governance across healthcare and consumer sectors. Holds an MBA and leverages sell-side and buy-side experience to drive value creation, exit planning and investor relations.
Investment Philosophy & Strategy
Focuses on disciplined private equity and credit deployment into growth-stage and middle‑market companies, prioritizing healthcare and consumer opportunities with clear unit‑economics and scalable operations. Emphasizes active governance, operational value creation and exit planning, blending buy‑side diligence with sell‑side perspective. Capital allocation balances control and structured credit, targeting mid‑to‑long horizon returns with rigorous downside protection.
Focuses on disciplined private equity and credit deployment into growth-stage and middle‑market companies, prioritizing healthcare and consumer opportunities with clear unit‑economics and scalable operations. Emphasizes active governance, operational value creation and exit planning, blending buy‑side diligence with sell‑side perspective. Capital allocation balances control and structured credit, targeting mid‑to‑long horizon returns with rigorous downside protection.
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:
27.83%
Gain +0.43%
Monthly
1.34%
Yearly
17.32%
Drawdown
17.69%
$163.75M
Equity
Holdings
$163.75M
Investment
$134.35M
$29.78M
Profit +$553,377.06
Realized
$322,669.66
Unrealized
$29.45M
Dividends
$3.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$553,377.06
Win %
83%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$264,385.79
Win %
83%
This Month
Compared to last month
Gain
0.59%
Profit
$960,927.95
Win %
83%
This Year
Compared to last year
Gain
10.12%
Profit
$15.05M
Win %
84%
BPRE
+10.73%
+$358,961.01 
AAPL Apple Inc.
+4.01%
+$440,731.52 
GOOGL Alphabet Inc
+3.17%
+$32,860.77 
META Meta Platforms Inc Class A
+3.07%
+$19,925.43 
MSFT Microsoft Corp.
+2.78%
+$58,892.86 
AVGO Broadcom Inc.
+1.33%
+$11,482.59 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.09%
+$13,232.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$8,899.38 
IVV iShares Core S&P 500 ETF
+0.43%
+$1,579.41 
NVDA NVIDIA Corporation
+0.33%
+$1,895.6 
STIP iShares 0-5 Year TIPS Bond ETF
+0.08%
+$249.2 
GLD SPDR Gold Shares
+0.05%
+$271.41 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$79.14 
EZM WisdomTree U.S. MidCap Fund
0%
+$26.97 
QQQ Invesco QQQ Trust, Series 1
0%
+$16.8 
OPPE WisdomTree European Opportunities Fund
0%
+$44.57 
ACWI iShares MSCI ACWI ETF
0%
$0 
AMZN Amazon.com Inc
0%
-$0.1 
BRHY iShares High Yield Active ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CVX Chevron Corporation
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MKL Markel Group Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
QTUM Defiance Quantum ETF
0%
-$0.19 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SDOG ALPS Sector Dividend Dogs ETF
0%
$0 
SETM Sprott Critical Materials ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
+$0.25 
VPU Vanguard Utilities ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.03 
WMT Walmart Inc.
0%
$0 
WTV WisdomTree U.S. Value Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
HIG The Hartford Insurance Group, Inc.
-2.64%
-$6,464.13 
BRO Brown & Brown Inc.
-2.39%
-$20,929.68 
GDX VanEck Gold Miners ETF
-1.18%
-$3,975.84 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,575.6 
TSLA Tesla, Inc.
-0.43%
-$1,090.47 
XOM Exxon Mobil Corporation
-0.4%
-$875.79 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.28%
-$781.92 
ABBV AbbVie Inc.
-0.27%
-$1,029.79 Events
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Dividends
Dividend Analysis
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| Trades 501 | Longs Won 386/501 77% | Profit Factor 14.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222,520.5 |
| Average Win $82,650.3 | Best Trade (Jul 16) $2.42M | Sharpe Ratio -115.41 |
| Average Loss -$18,503.45 | Worst Trade (Jul 16) -$448,157.13 | Z-Score 19.78 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $59,431.38 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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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