BS
Brad Saenz Portfolio
Invests via Coastwise Capital Group LLC | Managed by Scott G. Kyle, Laurie Itkin, Patrick Fischer
Invests via Coastwise Capital Group LLC
Managed by Scott G. Kyle, Laurie Itkin, Patrick Fischer
Automatically Tracked
Brad Saenz Profile
Brad Saenz is a seasoned entrepreneur and executive with significant influence in the technology sector. His career is marked by pivotal leadership roles in high-growth companies, where he has driven innovation and market expansion strategies. Known for his ability to scale operations and enhance corporate performance, he has played an instrumental role in guiding startups through various stages of development. With a background that integrates technical expertise with business acumen, he stands out as a key player in fostering new ventures and connecting them to capital sources. This unique combination positions him prominently within both the entrepreneurial landscape and investor circles.
Brad Saenz is a seasoned entrepreneur and executive with significant influence in the technology sector. His career is marked by pivotal leadership roles in high-growth companies, where he has driven innovation and market expansion strategies. Known for his ability to scale operations and enhance corporate performance, he has played an instrumental role in guiding startups through various stages of development. With a background that integrates technical expertise with business acumen, he stands out as a key player in fostering new ventures and connecting them to capital sources. This unique combination positions him prominently within both the entrepreneurial landscape and investor circles.
Investment Philosophy & Strategy
The dynamic landscape of technology presents numerous investment opportunities, particularly in emerging startups. Brad Saenz leverages his extensive entrepreneurial background to identify and nurture innovative ventures poised for disruption. His strategic insights into operational scalability enable him to guide companies effectively through critical growth phases, focusing on aligning technological advancements with market demand. By fostering a robust network within investor communities, he facilitates essential capital access for promising projects, thus driving their potential forward. This approach reflects not only an astute understanding of the industry but also a commitment to transforming visionary ideas into viable businesses.
The dynamic landscape of technology presents numerous investment opportunities, particularly in emerging startups. Brad Saenz leverages his extensive entrepreneurial background to identify and nurture innovative ventures poised for disruption. His strategic insights into operational scalability enable him to guide companies effectively through critical growth phases, focusing on aligning technological advancements with market demand. By fostering a robust network within investor communities, he facilitates essential capital access for promising projects, thus driving their potential forward. This approach reflects not only an astute understanding of the industry but also a commitment to transforming visionary ideas into viable businesses.
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:
45.07%
Gain +0.34%
Monthly
0.68%
Yearly
8.46%
Drawdown
14.34%
$165.84M
Equity
Holdings
$165.84M
Investment
$115.07M
$58.2M
Profit +$649,766.22
Realized
$7.44M
Unrealized
$50.76M
Dividends
$9.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$649,766.22
Win %
80%
This Week
Compared To Last Week
Gain
0.27%
Profit
$449,796.79
Win %
80%
This Month
Compared to last month
Gain
-1.23%
Profit
-$2.07M
Win %
80%
This Year
Compared to last year
Gain
6.48%
Profit
$10.37M
Win %
83%
INTC Intel Corporation
+6.72%
+$122,347.94 
QCOM QUALCOMM Incorporated
+5.33%
+$110,943.03 
AMD Advanced Micro Devices, Inc.
+4.31%
+$39,428.94 
SMCWX American Funds SMALLCAP World Fund Class A
+3.57%
+$7,849.73 
SWISX Schwab International Index Fund
+3.03%
+$6,440.92 
SWSSX Schwab Small Cap Index Fund
+3.02%
+$6,871.02 
SCHW Charles Schwab Corporation
+2.67%
+$8,693.74 
COP ConocoPhillips
+2.62%
+$9,639.84 
VZ Verizon Communications Inc.
+2.47%
+$62,118 
JPM JPMorgan Chase & Co.
+2.21%
+$25,356.87 
LRCX Lam Research Corporation
+2.17%
+$121,478.75 
PM Philip Morris International Inc.
+2.09%
+$4,901.57 
FFTHX Fidelity Freedom 2035 Fund
+2.07%
+$12,386.86 
T AT&T Inc.
+2.04%
+$29,907.98 
TGT Target Corporation
+1.81%
+$6,974.5 
XLE Energy Select Sector SPDR Fund
+1.79%
+$6,498.5 
AAL American Airlines Group Inc.
+1.77%
+$10,036 
SWPPX Schwab S&P 500 Index Fund
+1.76%
+$12,339.36 
V Visa Inc. Class A
+1.74%
+$11,212.98 
CAT Caterpillar Inc.
+1.66%
+$16,516.8 
NSC Norfolk Southern Corporation
+1.62%
+$11,420.5 
C Citigroup Inc.
+1.52%
+$11,066.96 
WFC Wells Fargo & Company
+1.35%
+$8,480.69 
CVX Chevron Corporation
+1.33%
+$22,262.87 
GOOGL Alphabet Inc
+1.3%
+$102,388.35 
SLB Schlumberger Limited
+1.29%
+$5,754.24 
BAC Bank of America Corporation
+1.28%
+$18,583.8 
XBI SPDR S&P Biotech ETF
+1.19%
+$4,866.75 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.18%
+$3,719.1 
BLK BlackRock, Inc.
+1.15%
+$2,990.07 
SCHA Schwab U.S. Small-Cap ETF
+1.1%
+$15,621.42 
NEE NextEra Energy, Inc.
+1.1%
+$6,346.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.07%
+$30,648.73 
IWO iShares Russell 2000 Growth ETF
+1.02%
+$5,697.36 
XOM Exxon Mobil Corporation
+1.02%
+$4,818.66 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$3,427.22 
O Realty Income Corporation
+0.96%
+$2,926.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$138,667.34 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$3,467.47 
IWM iShares Russell 2000 ETF
+0.89%
+$8,422.83 
SCHV Schwab U.S. Large-Cap Value ETF
+0.88%
+$48,171.9 
PG Procter & Gamble Co
+0.87%
+$9,126.07 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.84%
+$3,018.47 
ALK Alaska Air Group Inc.
+0.81%
+$2,289.12 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$3,248.08 
JNJ Johnson & Johnson
+0.79%
+$11,881.16 
MS Morgan Stanley
+0.78%
+$2,532.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$2,861.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.68%
+$3,559.14 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$9,982.71 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$2,182.68 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$1,874.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.6%
+$12,605.46 
VB Vanguard Small-Cap ETF
+0.59%
+$2,803.48 
BP BP p.l.c. Sponsored ADR
+0.57%
+$3,886.43 
HD The Home Depot, Inc.
+0.54%
+$2,525.45 
DAL Delta Air Lines, Inc.
+0.53%
+$4,275.61 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.49%
+$1,811 
PHYS Sprott Physical Gold Trust
+0.49%
+$1,116 
BMY Bristol-Myers Squibb Company
+0.46%
+$7,407.66 
SCHE Schwab Emerging Markets Equity ETF
+0.45%
+$2,785.28 
MCK McKesson Corporation
+0.43%
+$948.93 
GD General Dynamics Corporation
+0.35%
+$4,897.05 
IBB iShares Biotechnology ETF
+0.35%
+$1,857.62 
VOO Vanguard S&P 500 ETF
+0.34%
+$3,876.75 
UNH UnitedHealth Group Incorporated
+0.32%
+$3,982.23 
IVV iShares Core S&P 500 ETF
+0.31%
+$2,777.05 
SPY SPDR S&P 500 ETF Trust
+0.29%
+$25,419.26 
META Meta Platforms Inc Class A
+0.25%
+$5,961.24 
NVDA NVIDIA Corporation
+0.23%
+$13,433.38 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$4,538.3 
IAU iShares Gold Trust
+0.15%
+$444 
AMGN Amgen Inc.
+0.15%
+$1,626.94 
FNDF Schwab Fundamental International Large Company Index ETF
+0.15%
+$444.8 
SCHF Schwab International Equity ETF
+0.14%
+$2,228.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$530.2 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$450.28 
WYNN Wynn Resorts, Limited
+0.1%
+$918.8 
ABBV AbbVie Inc.
+0.1%
+$427.11 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$378.6 
PFE Pfizer Inc.
+0.1%
+$1,898.85 
SCUS Schwab Ultra-Short Income ETF
+0.08%
+$418.06 
GM General Motors Company
+0.07%
+$540.72 
CL Colgate-Palmolive Company
+0.06%
+$152.9 
PGX Invesco Preferred ETF
+0.05%
+$261.33 
VGK Vanguard FTSE Europe ETF
+0.01%
+$26.7 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$67.23 
360802102
0%
$0 
808515605
0%
$0 
808515696
0%
$0 
TSLA Tesla, Inc.
-2.91%
-$80,179.13 
UBER Uber Technologies, Inc.
-2.39%
-$7,425.9 
AMZN Amazon.com Inc
-2.19%
-$154,696.11 
ABT Abbott Laboratories
-2.06%
-$12,541.15 
NKE Nike, Inc. - Class B
-1.71%
-$6,034.3 
ORCL Oracle Corporation
-1.45%
-$5,548.78 
AAPL Apple Inc.
-1.43%
-$132,410.96 
LMT Lockheed Martin Corporation
-1.25%
-$19,878.67 
AVGO Broadcom Inc.
-1.25%
-$8,520 
CLX The Clorox Company
-1.09%
-$3,159.71 
BA Boeing Company
-1.07%
-$16,876.58 
CRM Salesforce Inc
-1.06%
-$10,327.68 
GILD Gilead Sciences Inc.
-0.95%
-$4,135.2 
NFLX Netflix, Inc.
-0.91%
-$11,492.2 
ETN Eaton Corporation plc
-0.88%
-$2,684.11 
MRK Merck & Co., Inc.
-0.72%
-$11,219.25 
NOC Northrop Grumman Corporation
-0.68%
-$2,253.01 
WMT Walmart Inc.
-0.68%
-$1,422.7 
ETHA iShares Ethereum Trust
-0.65%
-$1,042.83 
MSFT Microsoft Corp.
-0.64%
-$36,030.3 
IBM International Business Machines Corporation
-0.62%
-$2,596.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.4%
-$1,991.04 
F-PD Ford Motor Company 6.500% Notes
-0.36%
-$4,003.6 
MDT Medtronic plc
-0.35%
-$1,652 
KO The Coca-Cola Company
-0.33%
-$4,827.06 
COST Costco Wholesale Corporation
-0.32%
-$4,621.73 
PEP PepsiCo, Inc.
-0.31%
-$2,807.1 
SBUX Starbucks Corporation
-0.29%
-$4,642.41 
DIS The Walt Disney Company
-0.28%
-$1,726.48 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.27%
-$1,069.74 
XLV Health Care Select Sector SPDR Fund
-0.25%
-$829.91 
RTX RTX Corporation
-0.22%
-$1,936.48 
DOW Dow Inc.
-0.21%
-$390.46 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$975.44 
FTSL First Trust Senior Loan ETF
-0.11%
-$1,822.75 
SCHP Schwab U.S. TIPS ETF
-0.09%
-$390.05 
CSCO Cisco Systems, Inc.
-0.06%
-$1,219.82 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$18.54 Events
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Dividends
Dividend Analysis
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| Trades 1960 | Longs Won 1287/1960 65% | Profit Factor 5.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $186,155.88 |
| Average Win $55,711.66 | Best Trade (Jun 11) $3M | Sharpe Ratio -11.57 |
| Average Loss -$20,054.34 | Worst Trade (Sep 29) -$2.62M | Z-Score 3.74 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $29,696.09 |
| 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 | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
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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