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:
76.06%
Gain +1.19%
Monthly
1.03%
Yearly
13.08%
Drawdown
18.46%
$177.99M
Equity
Holdings
$177.99M
Investment
$122.71M
$63.35M
Profit +$1.42M
Realized
$8.07M
Unrealized
$55.28M
Dividends
$9.84M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.19%
Profit
$1.42M
Win %
78%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.52M
Win %
78%
This Month
Compared to last month
Gain
-0.48%
Profit
-$864,619.97
Win %
78%
This Year
Compared to last year
Gain
3.29%
Profit
$5.67M
Win %
81%
MRNA Moderna, Inc.
+8.86%
+$42,350 
XRX Xerox Holdings Corporation
+6.62%
+$3,435.39 
ETHA iShares Ethereum Trust
+5.95%
+$14,035.71 
ETN Eaton Corporation plc
+3.79%
+$16,001.13 
CSCO Cisco Systems, Inc.
+3.56%
+$66,167.08 
QCOM QUALCOMM Incorporated
+2.95%
+$50,362.56 
AAPL Apple Inc.
+2.77%
+$290,712.83 
INTC Intel Corporation
+2.77%
+$38,044.3 
GOOGL Alphabet Inc
+2.53%
+$193,502.7 
T AT&T Inc.
+2.52%
+$46,666.39 
BLK BlackRock, Inc.
+2.4%
+$7,110.31 
ALK Alaska Air Group Inc.
+2.27%
+$6,391.84 
AAL American Airlines Group Inc.
+2.14%
+$10,780 
CRM Salesforce Inc
+2.13%
+$28,982.1 
IBIT iShares Bitcoin Trust
+1.95%
+$8,173.6 
DAL Delta Air Lines, Inc.
+1.89%
+$13,829.12 
AMD Advanced Micro Devices, Inc.
+1.86%
+$15,848.23 
BA Boeing Company
+1.85%
+$27,722.52 
CAT Caterpillar Inc.
+1.72%
+$14,431.45 
IBM International Business Machines Corporation
+1.66%
+$5,885.95 
ARES Ares Management Corporation
+1.45%
+$4,033.26 
VGT Vanguard Information Technology ETF
+1.4%
+$3,226.44 
AMZN Amazon.com Inc
+1.34%
+$94,018.37 
XLK State Street Technology Select Sector SPDR ETF
+1.34%
+$4,429.28 
F Ford Motor Company
+1.3%
+$7,673.4 
EEM iShares MSCI Emerging Markets ETF
+1.28%
+$3,031.5 
VZ Verizon Communications Inc.
+1.28%
+$34,727.04 
DIS The Walt Disney Company
+1.27%
+$8,023.92 
ECL Ecolab Inc.
+1.19%
+$2,495.49 
PM Philip Morris International Inc.
+1.14%
+$2,825.34 
SCHF Schwab International Equity ETF
+1.13%
+$20,568.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$4,248 
PHYS Sprott Physical Gold Trust
+1.07%
+$2,520 
HD The Home Depot, Inc.
+1.06%
+$5,002.94 
IAU iShares Gold Trust
+1.06%
+$3,200.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.97%
+$3,500.64 
META Meta Platforms Inc Class A
+0.97%
+$31,024.56 
FNDF Schwab Fundamental International Large Company Index ETF
+0.96%
+$2,963.23 
VLUE iShares MSCI USA Value Factor ETF
+0.93%
+$2,277.16 
QQQ Invesco QQQ Trust, Series 1
+0.93%
+$20,662.65 
SPY SPDR S&P 500 ETF Trust
+0.9%
+$81,730.64 
GM General Motors Company
+0.88%
+$5,860.36 
IVV iShares Core S&P 500 ETF
+0.88%
+$8,026.56 
AVGO Broadcom Inc.
+0.87%
+$6,973.66 
VOO Vanguard S&P 500 ETF
+0.85%
+$10,799.21 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.85%
+$17,979.49 
IWB iShares Russell 1000 ETF
+0.83%
+$1,851.09 
JPM JPMorgan Chase & Co.
+0.8%
+$9,748.74 
NVDA NVIDIA Corporation
+0.79%
+$54,949.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.75%
+$3,037.68 
VB Vanguard Small-Cap ETF
+0.73%
+$3,412.26 
NFLX Netflix, Inc.
+0.73%
+$8,909.94 
IWO iShares Russell 2000 Growth ETF
+0.72%
+$3,544.07 
ABBV AbbVie Inc.
+0.71%
+$3,007.13 
PG Procter & Gamble Co
+0.69%
+$8,339.8 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$2,242.7 
VGK Vanguard FTSE Europe ETF
+0.68%
+$1,650.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.67%
+$3,548.44 
PFF iShares Preferred and Income Securities ETF
+0.67%
+$3,300 
RSP Invesco S&P 500 Equal Weight ETF
+0.66%
+$2,829.4 
V Visa Inc. Class A
+0.65%
+$4,699.22 
SCHE Schwab Emerging Markets Equity ETF
+0.65%
+$4,829.37 
JNJ Johnson & Johnson
+0.61%
+$9,995.17 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$2,158.24 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.59%
+$2,098.83 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.58%
+$17,588.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$30,982.77 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$9,332.48 
WFC Wells Fargo & Company
+0.55%
+$3,728.9 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$1,849.92 
IWM iShares Russell 2000 ETF
+0.53%
+$4,692.46 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.53%
+$2,232.3 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$1,950.75 
SCHA Schwab U.S. Small-Cap ETF
+0.47%
+$6,864 
NKE Nike, Inc. - Class B
+0.46%
+$1,318.01 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.45%
+$1,451.52 
TSLA Tesla, Inc.
+0.42%
+$10,592.19 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.38%
+$1,455.84 
IBB iShares Biotechnology ETF
+0.34%
+$2,186.1 
PID Invesco International Dividend Achievers ETF
+0.31%
+$633.71 
CVX Chevron Corporation
+0.31%
+$6,308.28 
PGX Invesco Preferred ETF
+0.29%
+$1,584.06 
LRCX Lam Research Corporation
+0.28%
+$12,336.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.22%
+$33,747.45 
FPE First Trust Preferred Securities and Income ETF
+0.2%
+$837.16 
FTSL First Trust Senior Loan ETF
+0.18%
+$2,736.88 
KO The Coca-Cola Company
+0.14%
+$2,082.37 
TGT Target Corporation
+0.14%
+$518.1 
WMT Walmart Inc.
+0.12%
+$433.03 
MSFT Microsoft Corp.
+0.12%
+$9,311.97 
AES AES Corporation
+0.1%
+$183.87 
BAC Bank of America Corporation
+0.1%
+$1,562.4 
NLY Annaly Capital Management, Inc.
+0.09%
+$186.78 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.08%
+$161.06 
XLE Energy Select Sector SPDR Fund
+0.06%
+$251.56 
ADBE Adobe Inc.
+0.04%
+$109.44 
COST Costco Wholesale Corporation
+0.03%
+$485.46 
GE General Electric Company
+0.02%
+$44.81 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$65.49 
XBI SPDR S&P Biotech ETF
+0.01%
+$30.89 
SLB Schlumberger Limited
0%
+$0.01 
CLX The Clorox Company
-3.21%
-$9,081.24 
PANW Palo Alto Networks, Inc.
-2.75%
-$6,435.59 
UNH UnitedHealth Group Incorporated
-2.14%
-$25,464.4 
UBER Uber Technologies, Inc.
-1.9%
-$11,122.8 
ABT Abbott Laboratories
-1.36%
-$13,774.29 
WYNN Wynn Resorts, Limited
-1.18%
-$8,972.37 
LMT Lockheed Martin Corporation
-1.15%
-$17,663.7 
SCHW Charles Schwab Corporation
-1.07%
-$4,023.85 
TJX The TJX Companies, Inc.
-1.04%
-$1,966.31 
MDT Medtronic plc
-1%
-$6,536.6 
BRK-B Berkshire Hathaway Inc.
-0.84%
-$6,738.7 
PWCDF Power Corporation of Canada
-0.68%
-$1,576.66 
AMGN Amgen Inc.
-0.67%
-$8,175.3 
GILD Gilead Sciences Inc.
-0.66%
-$2,571.65 
RTX RTX Corporation
-0.62%
-$6,279.98 
CL Colgate-Palmolive Company
-0.59%
-$1,439.94 
NSC Norfolk Southern Corporation
-0.58%
-$4,224.23 
PFE Pfizer Inc.
-0.51%
-$11,203.92 
COP ConocoPhillips
-0.5%
-$2,305.27 
SPCX Space Exploration Technologies Corp. Class A
-0.49%
-$982.36 
MU Micron Technology, Inc.
-0.44%
-$1,302.34 
BP BP p.l.c. Sponsored ADR
-0.43%
-$3,262.03 
MCK McKesson Corporation
-0.39%
-$978.54 
NOC Northrop Grumman Corporation
-0.39%
-$1,200 
BMY Bristol-Myers Squibb Company
-0.38%
-$7,095.44 
O Realty Income Corporation
-0.3%
-$891.72 
XOM Exxon Mobil Corporation
-0.21%
-$1,291.13 
LLY Eli Lilly and Company
-0.19%
-$671.44 
MS Morgan Stanley
-0.19%
-$764.24 
C Citigroup Inc.
-0.18%
-$1,341.05 
SCHP Schwab U.S. TIPS ETF
-0.17%
-$876.96 
MRK Merck & Co., Inc.
-0.14%
-$2,693.38 
NEE NextEra Energy, Inc.
-0.13%
-$775.83 
PEP PepsiCo, Inc.
-0.12%
-$1,267.28 
GD General Dynamics Corporation
-0.12%
-$1,599.82 
ORCL Oracle Corporation
-0.1%
-$351.6 
NUV Nuveen Municipal Value Fund, Inc.
-0.09%
-$103.34 
SBUX Starbucks Corporation
-0.09%
-$1,419.12 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$270.15 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$55.22 
MCD McDonald's Corporation
-0.02%
-$32.56 
SCUS Schwab Ultra-Short Income ETF
0%
-$20.81 Events
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Dividends
Dividend Analysis
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| Trades 2096 | Longs Won 1385/2096 66% | Profit Factor 5.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $180,430.7 |
| Average Win $55,920.43 | Best Trade (Aug 03) $3.48M | Sharpe Ratio -10.09 |
| Average Loss -$19,830.13 | Worst Trade (Sep 29) -$2.62M | Z-Score 10.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 6d | Expectancy $30,224.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 39,200 | $535,089 | $514,500 | - | -$20,589 | -3.85% | +2.14% |
| AAPL Apple Inc. | 32,123 | $5.45M | $10.78M | - | $5.33M | 97.75% | +2.771% |
| ABBV AbbVie Inc. | 1,666 | $282,360.6 | $427,837.13 | - | $145,476.53 | 51.52% | +0.708% |
| ABT Abbott Laboratories | 9,769 | $1.01M | $995,949.55 | - | -$13,076.8 | -1.3% | -1.364% |
| ADBE Adobe Inc. | 1,216 | $249,304.32 | $302,686.72 | - | $53,382.4 | 21.41% | +0.036% |
| AES AES Corporation | 12,258 | $179,702.28 | $181,602.27 | - | $1,899.99 | 1.06% | +0.101% |
| ALK Alaska Air Group Inc. | 7,024 | $316,963.64 | $288,124.48 | - | -$28,839.16 | -9.1% | +2.269% |
| AMD Advanced Micro Devices, Inc. | 1,695 | $243,457.91 | $869,450.25 | - | $625,992.34 | 257.13% | +1.857% |
| AMGN Amgen Inc. | 3,206 | $882,286.63 | $1.22M | - | $335,736.89 | 38.05% | -0.667% |
| AMZN Amazon.com Inc | 27,775 | $3.26M | $7.09M | - | $3.83M | 117.43% | +1.344% |
| ARES Ares Management Corporation | 2,134 | $237,535.54 | $282,797.68 | - | $45,262.14 | 19.05% | +1.447% |
| AVGO Broadcom Inc. | 2,228 | $692,447.91 | $810,902.88 | - | $118,454.97 | 17.11% | +0.867% |
| BA Boeing Company | 7,334 | $1.36M | $1.53M | - | $168,009.38 | 12.34% | +1.846% |
| BAC Bank of America Corporation | 26,040 | $876,386.14 | $1.63M | - | $754,238.66 | 86.06% | +0.096% |
| BLK BlackRock, Inc. | 279 | $307,008.51 | $303,519.91 | - | -$3,488.6 | -1.14% | +2.399% |
| BMY Bristol-Myers Squibb Company | 28,961 | $1.34M | $1.84M | - | $502,261.79 | 37.57% | -0.384% |
| BP BP p.l.c. Sponsored ADR | 16,310 | $525,050.41 | $748,302.8 | - | $223,252.39 | 42.52% | -0.434% |
| BRK-B Berkshire Hathaway Inc. | 1,580 | $672,507.77 | $794,321.3 | - | $121,813.53 | 18.11% | -0.841% |
| BSV Vanguard Short-Term Bond ETF | 3,681 | $289,949.84 | $282,719.2 | - | -$7,230.64 | -2.49% | -0.02% |
| C Citigroup Inc. | 5,259 | $237,962.54 | $727,030.45 | - | $489,067.91 | 205.52% | -0.184% |
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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 - $965,442.17, Netflix, Inc - $956,449.5, and International Business Machines Corporation - $844,945.21. 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 - $306,390.88, 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 $9.84M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $936,659.57, Verizon Communications Inc - $538,067.83, First Trust Senior Loan ETF - $422,577.72, AT&T Inc - $394,307.96, and Pfizer Inc - $379,907.96. 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.
