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:
65.02%
Gain +0.36%
Monthly
0.96%
Yearly
12.19%
Drawdown
18.41%
$171.02M
Equity
Holdings
$171.02M
Investment
$122.71M
$57.05M
Profit +$317,442.45
Realized
$8.74M
Unrealized
$48.31M
Dividends
$9.61M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$317,442.45
Win %
77%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$956,759.67
Win %
77%
This Month
Compared to last month
Gain
-0.76%
Profit
-$1.3M
Win %
77%
This Year
Compared to last year
Gain
-0.76%
Profit
-$1.3M
Win %
80%
ETHA iShares Ethereum Trust
+3.02%
+$5,334.84 
MSFT Microsoft Corp.
+2.15%
+$133,682.01 
INTC Intel Corporation
+2.12%
+$27,643.7 
AVGO Broadcom Inc.
+1.98%
+$16,342.38 
MU Micron Technology, Inc.
+1.95%
+$5,035.55 
CRM Salesforce Inc
+1.76%
+$16,785 
AMD Advanced Micro Devices, Inc.
+1.57%
+$13,237.93 
GOOGL Alphabet Inc
+1.5%
+$120,033.9 
IBIT iShares Bitcoin Trust
+1.49%
+$5,192.64 
ALK Alaska Air Group Inc.
+1.24%
+$3,968.56 
CVX Chevron Corporation
+1.21%
+$21,601.18 
AMZN Amazon.com Inc
+1.12%
+$76,659 
SCHW Charles Schwab Corporation
+1.07%
+$3,813.91 
AAL American Airlines Group Inc.
+1.07%
+$6,272 
ABT Abbott Laboratories
+0.99%
+$9,769 
COP ConocoPhillips
+0.83%
+$3,190.66 
T AT&T Inc.
+0.8%
+$12,661.42 
TJX The TJX Companies, Inc.
+0.79%
+$1,838.72 
XOM Exxon Mobil Corporation
+0.7%
+$3,778.84 
KO The Coca-Cola Company
+0.67%
+$9,162.45 
V Visa Inc. Class A
+0.67%
+$4,718.78 
GD General Dynamics Corporation
+0.53%
+$7,608.9 
RTX RTX Corporation
+0.5%
+$4,881.6 
XLE Energy Select Sector SPDR Fund
+0.48%
+$1,729.47 
NOC Northrop Grumman Corporation
+0.47%
+$1,470.01 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$987 
DAL Delta Air Lines, Inc.
+0.43%
+$3,363.84 
ETN Eaton Corporation plc
+0.39%
+$1,608.36 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.3%
+$1,091.88 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$2,011.4 
BP BP p.l.c. Sponsored ADR
+0.26%
+$1,794.1 
AES AES Corporation
+0.24%
+$429.03 
NVDA NVIDIA Corporation
+0.23%
+$14,928.93 
NUV Nuveen Municipal Value Fund, Inc.
+0.22%
+$258.34 
MDT Medtronic plc
+0.16%
+$923.65 
IBM International Business Machines Corporation
+0.14%
+$455.1 
LMT Lockheed Martin Corporation
+0.14%
+$2,080.65 
VGT Vanguard Information Technology ETF
+0.12%
+$251.16 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$2,295.85 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$790 
XLK State Street Technology Select Sector SPDR ETF
+0.06%
+$196.46 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$32.74 
CLX The Clorox Company
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
XRX Xerox Holdings Corporation
-5.78%
-$2,617.44 
ORCL Oracle Corporation
-3.99%
-$11,813.76 
MRNA Moderna, Inc.
-3.77%
-$8,155 
ARES Ares Management Corporation
-3.5%
-$9,389.6 
SPCX Space Exploration Technologies Corp. Class A
-3.34%
-$5,609.7 
TSLA Tesla, Inc.
-2.97%
-$78,229.9 
PANW Palo Alto Networks, Inc.
-2.79%
-$6,933.84 
LLY Eli Lilly and Company
-2.74%
-$9,951.48 
MRK Merck & Co., Inc.
-2.42%
-$39,629.25 
XBI SPDR S&P Biotech ETF
-2.17%
-$10,373.63 
GE General Electric Company
-2.16%
-$4,836.34 
AAPL Apple Inc.
-2.14%
-$229,679.45 
MS Morgan Stanley
-2.1%
-$8,548.09 
LRCX Lam Research Corporation
-2.09%
-$97,799.16 
BA Boeing Company
-2.08%
-$32,709.64 
NFLX Netflix, Inc.
-2%
-$22,154.52 
WMT Walmart Inc.
-1.79%
-$6,795.24 
CAT Caterpillar Inc.
-1.76%
-$16,228.85 
HD The Home Depot, Inc.
-1.71%
-$8,891.55 
IBB iShares Biotechnology ETF
-1.7%
-$10,087.29 
BLK BlackRock, Inc.
-1.7%
-$5,080.59 
JNJ Johnson & Johnson
-1.66%
-$25,931.97 
F Ford Motor Company
-1.62%
-$9,804.9 
ECL Ecolab Inc.
-1.52%
-$3,224 
NSC Norfolk Southern Corporation
-1.51%
-$11,605.86 
NLY Annaly Capital Management, Inc.
-1.41%
-$3,035.18 
BAC Bank of America Corporation
-1.35%
-$21,613.2 
WFC Wells Fargo & Company
-1.33%
-$8,865.65 
SLB Schlumberger Limited
-1.28%
-$4,510.2 
DIS The Walt Disney Company
-1.26%
-$7,365.24 
MCK McKesson Corporation
-1.22%
-$2,904.6 
PFE Pfizer Inc.
-1.22%
-$24,408.54 
PEP PepsiCo, Inc.
-1.2%
-$12,226.2 
XLV Health Care Select Sector SPDR Fund
-1.12%
-$3,259.8 
CL Colgate-Palmolive Company
-1.12%
-$2,907.84 
CSCO Cisco Systems, Inc.
-1.11%
-$21,422.24 
ADBE Adobe Inc.
-1.06%
-$3,052.16 
WYNN Wynn Resorts, Limited
-1.01%
-$8,414.28 
VGK Vanguard FTSE Europe ETF
-1.01%
-$2,421.87 
UNH UnitedHealth Group Incorporated
-0.99%
-$13,008.32 
BMY Bristol-Myers Squibb Company
-0.92%
-$16,218.16 
QCOM QUALCOMM Incorporated
-0.85%
-$14,086.08 
NEE NextEra Energy, Inc.
-0.83%
-$5,219.22 
O Realty Income Corporation
-0.81%
-$2,650.39 
GILD Gilead Sciences Inc.
-0.8%
-$2,896.49 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$2,664.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.78%
-$4,187.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$3,083.22 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$1,503.18 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$3,564.25 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$2,489.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$2,548.8 
NKE Nike, Inc. - Class B
-0.67%
-$2,287.14 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.66%
-$2,440.5 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$2,279.59 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.65%
-$2,147.04 
JPM JPMorgan Chase & Co.
-0.65%
-$7,639.97 
VB Vanguard Small-Cap ETF
-0.65%
-$3,075.84 
FNDF Schwab Fundamental International Large Company Index ETF
-0.65%
-$1,900.94 
SBUX Starbucks Corporation
-0.65%
-$10,722.24 
IWM iShares Russell 2000 ETF
-0.62%
-$5,563.77 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$18,687.42 
AMGN Amgen Inc.
-0.58%
-$6,796.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$11,878.22 
PG Procter & Gamble Co
-0.56%
-$7,148.4 
SCHF Schwab International Equity ETF
-0.56%
-$9,794.7 
COST Costco Wholesale Corporation
-0.54%
-$8,487.18 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$76,494.22 
SCHV Schwab U.S. Large-Cap Value ETF
-0.5%
-$27,010.62 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$7,292.96 
C Citigroup Inc.
-0.48%
-$3,260.63 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$7,506.56 
PGX Invesco Preferred ETF
-0.46%
-$2,640.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.46%
-$1,960.37 
ABBV AbbVie Inc.
-0.41%
-$1,757.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.41%
-$1,645.41 
UBER Uber Technologies, Inc.
-0.37%
-$2,176.2 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.35%
-$1,376.59 
GM General Motors Company
-0.33%
-$1,927.75 
PWCDF Power Corporation of Canada
-0.32%
-$721.35 
PID Invesco International Dividend Achievers ETF
-0.26%
-$543.18 
PHYS Sprott Physical Gold Trust
-0.23%
-$504 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$1,169.28 
VZ Verizon Communications Inc.
-0.22%
-$5,154.8 
IAU iShares Gold Trust
-0.21%
-$592 
VLUE iShares MSCI USA Value Factor ETF
-0.21%
-$476.2 
IWB iShares Russell 1000 ETF
-0.2%
-$444.04 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,629.24 
VOO Vanguard S&P 500 ETF
-0.17%
-$2,123.51 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$14,979.76 
PM Philip Morris International Inc.
-0.13%
-$332.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$411.84 
FTSL First Trust Senior Loan ETF
-0.11%
-$1,710.55 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$495 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$202.46 
MCD McDonald's Corporation
-0.03%
-$65.13 
META Meta Platforms Inc Class A
-0.03%
-$792.96 
SCUS Schwab Ultra-Short Income ETF
-0.01%
-$39.54 
TGT Target Corporation
0%
-$11.78 Events
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Dividends
Dividend Analysis
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| Trades 2096 | Longs Won 1365/2096 65% | Profit Factor 5.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170,847.31 |
| Average Win $52,189.78 | Best Trade (Jul 20) $2.91M | Sharpe Ratio -11.21 |
| Average Loss -$19,409.37 | Worst Trade (Sep 29) -$2.62M | Z-Score 1.56 (88.07%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $27,218.89 |
| 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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FAQ
Which stocks have generated the highest profits for Brad Saenz?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.25M, Invesco QQQ Trust, Series 1 - $1.58M, Schwab U.S. Dividend Equity ETF - $964,432.65, Netflix, Inc - $956,449.5, and International Business Machines Corporation - $842,381.48. 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: Wells Fargo & Company - $2.52M, Amazon.com Inc - $1.28M, Xerox Holdings Corporation - $301,377.93, PayPal Holdings Inc - $287,451.74, and Alphabet Inc - $248,529.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brad Saenz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.61M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $935,650.05, Verizon Communications Inc - $499,678.17, First Trust Senior Loan ETF - $407,182.76, AT&T Inc - $374,230.56, and Pfizer Inc - $345,495.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brad Saenz's monthly returns?
Brad Saenz's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brad Saenz's strategy be considered aggressive or moderate?
Brad Saenz's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brad Saenz's strategy?
Brad Saenz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
