CS
Catherine Salsman Portfolio
Invests via Paragon Private Wealth Management LLC | Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman
Invests via Paragon Private Wealth Management LLC
Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman
Automatically Tracked
Catherine Salsman Profile
Catherine Salsman stands out as a pioneering entrepreneur with extensive experience in the tech industry, specializing in innovative software solutions. With a solid background in computer science and years of operational leadership, she has successfully founded and scaled multiple startups focused on enhancing user experiences through cutting-edge technology. Catherine's ventures have not only disrupted traditional markets but have also attracted significant investment interest due to their unique value propositions. Her commitment to fostering creativity within her teams positions her as an influential figure in the intersection of technology and business growth.
Catherine Salsman stands out as a pioneering entrepreneur with extensive experience in the tech industry, specializing in innovative software solutions. With a solid background in computer science and years of operational leadership, she has successfully founded and scaled multiple startups focused on enhancing user experiences through cutting-edge technology. Catherine's ventures have not only disrupted traditional markets but have also attracted significant investment interest due to their unique value propositions. Her commitment to fostering creativity within her teams positions her as an influential figure in the intersection of technology and business growth.
Investment Philosophy & Strategy
The technology sector provides fertile ground for entrepreneurial innovation, and Catherine Salsman embodies this dynamic with her unique approach to creating disruptive software solutions. Her strategic focus revolves around identifying gaps in user experience and leveraging technological advancements to fill those voids. A demonstrated leader, she emphasizes collaboration within her teams to cultivate creative problem-solving capabilities that drive competitive differentiation. By prioritizing agile methodologies and iterative development processes, Salsman positions her ventures for rapid growth while ensuring they remain responsive to market changes. This distinctive blend of operational rigor and visionary thinking underscores a commitment not only to business success but also to shaping the future landscape of tech-driven consumer engagement.
The technology sector provides fertile ground for entrepreneurial innovation, and Catherine Salsman embodies this dynamic with her unique approach to creating disruptive software solutions. Her strategic focus revolves around identifying gaps in user experience and leveraging technological advancements to fill those voids. A demonstrated leader, she emphasizes collaboration within her teams to cultivate creative problem-solving capabilities that drive competitive differentiation. By prioritizing agile methodologies and iterative development processes, Salsman positions her ventures for rapid growth while ensuring they remain responsive to market changes. This distinctive blend of operational rigor and visionary thinking underscores a commitment not only to business success but also to shaping the future landscape of tech-driven consumer engagement.
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:
85.04%
Gain +1.92%
Monthly
1.01%
Yearly
12.86%
Drawdown
25.73%
$371.18M
Equity
Holdings
$371.18M
Investment
$286.58M
$83.01M
Profit +$4.47M
Realized
-$1.59M
Unrealized
$84.6M
Dividends
$11.94M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.92%
Profit
$4.47M
Win %
75%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$4.84M
Win %
75%
This Month
Compared to last month
Gain
-2.75%
Profit
-$10.49M
Win %
75%
This Year
Compared to last year
Gain
-2.8%
Profit
-$10.67M
Win %
73%
BKNG Booking Holdings Inc.
+6.7%
+$19,756.58 
BA Boeing Company
+4.76%
+$11,900.98 
MCK McKesson Corporation
+4.64%
+$23,072.4 
AMGN Amgen Inc.
+4.48%
+$51,361.97 
AXON Axon Enterprise, Inc.
+4.22%
+$10,109.53 
ITW Illinois Tool Works Inc.
+3.63%
+$58,627.74 
ADP Automatic Data Processing Inc.
+3.6%
+$40,518.71 
SNY Sanofi American Depositary Receipt
+3.5%
+$12,320 
BLK BlackRock, Inc.
+3.33%
+$76,768.86 
LOW Lowe's Companies Inc.
+3.16%
+$39,404.1 
PAYX Paychex Inc.
+2.94%
+$30,042.18 
SYK Stryker Corporation
+2.93%
+$23,644.3 
AMT American Tower Corporation
+2.85%
+$11,209.78 
TJX The TJX Companies, Inc.
+2.83%
+$12,795.9 
ABT Abbott Laboratories
+2.66%
+$30,983.1 
ABBV AbbVie Inc.
+2.56%
+$69,996.78 
HD The Home Depot, Inc.
+2.49%
+$19,391.33 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.46%
+$13,197.36 
DE Deere & Company
+2.37%
+$53,055.53 
GOOGL Alphabet Inc
+2.19%
+$321,399.65 
MA Mastercard Incorporated
+2%
+$17,641.89 
CTAS Cintas Corporation
+1.86%
+$12,175.52 
EMR Emerson Electric Co.
+1.68%
+$6,641.46 
SYY Sysco Corporation
+1.32%
+$4,128.1 
WMT Walmart Inc.
+1.22%
+$16,185.36 
MSFT Microsoft Corp.
+1.09%
+$150,921.39 
BX Blackstone Inc.
+0.98%
+$11,828.61 
AAPL Apple Inc.
+0.94%
+$190,158.79 
BAC Bank of America Corporation
+0.79%
+$5,893.72 
GE General Electric Company
+0.55%
+$10,080.23 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.48%
+$5,918.56 
AXP American Express Company
+0.37%
+$7,577.58 
JPM JPMorgan Chase & Co.
+0.31%
+$13,449.75 
IEF iShares 7-10 Year Treasury Bond ETF
+0.3%
+$3,066.56 
JNJ Johnson & Johnson
+0.29%
+$6,193.12 
NVDA NVIDIA Corporation
+0.25%
+$44,774.9 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$27,875.3 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.21%
+$3,800.38 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.14%
+$1,454.52 
MAR Marriott International Inc. - Class A
+0.12%
+$341.78 
APD Air Products and Chemicals, Inc.
+0.09%
+$359.38 
ORCL Oracle Corporation
+0.06%
+$691.46 
MUST Columbia Multi-Sector Municipal Income ETF
+0.05%
+$190.68 
PG Procter & Gamble Co
+0.02%
+$287.62 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+0.01%
+$166.88 
XOM Exxon Mobil Corporation
+0.01%
+$87.82 
FMAR FT Vest U.S. Equity Buffer ETF
0%
+$21.83 
BBH VanEck Biotech ETF
0%
+$31.91 
78409V112
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
ASH Ashland Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BUFZ FT Vest Laddered Moderate Buffer Fund
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
+$0.01 
CEG Constellation Energy Corporation
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
+$0.02 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
-$0.02 
F Ford Motor Company
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GPC Genuine Parts Company
0%
$0 
GROZ Zacks Focus Growth ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
HAL Halliburton Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.54 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JHMM John Hancock Multifactor Mid Cap ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
+$0.01 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
+$0.03 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NYT New York Times Co.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
+$0.05 
PSX Phillips 66
0%
$0 
PWB Invesco Large Cap Growth ETF
0%
$0 
PWR Quanta Services Inc.
0%
$0 
PWV Invesco Large Cap Value ETF
0%
$0 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUIZ Zacks Quality International Fund
0%
$0 
RBC RBC Bearings Incorporated
0%
+$0.01 
RCL Royal Caribbean Group
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RECS Columbia Research Enhanced Core ETF
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
+$0.04 
SBUX Starbucks Corporation
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
0%
$0 
SNOW Snowflake Inc.
0%
-$0.04 
SO The Southern Company
0%
$0 
SOXX iShares Semiconductor ETF
0%
+$0.03 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.03 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDC Western Digital Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.04 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio
0%
$0 
SNDK SanDisk Corporation
-14.25%
-$22,584.12 
STX Seagate Technology Holdings plc
-8.53%
-$534,382.84 
AMD Advanced Micro Devices, Inc.
-8.15%
-$119,538.15 
AMAT Applied Materials, Inc.
-7.82%
-$274,964.5 
INTC Intel Corporation
-5.86%
-$43,083.51 
CAT Caterpillar Inc.
-3.71%
-$37,716.12 
APH Amphenol Corporation
-3.64%
-$17,408.58 
URI United Rentals, Inc.
-3.25%
-$84,331.72 
ETN Eaton Corporation plc
-3.11%
-$14,150.35 
TT Trane Technologies plc
-2.75%
-$6,308.94 
XLK State Street Technology Select Sector SPDR ETF
-1.84%
-$5,668.86 
ADI Analog Devices, Inc.
-1.63%
-$26,015.62 
FXL First Trust Technology AlphaDEX Fund
-1.56%
-$32,789.68 
GLD SPDR Gold Shares
-1.4%
-$22,418.12 
COP ConocoPhillips
-1.28%
-$9,514.92 
CVX Chevron Corporation
-1.27%
-$18,232.28 
ANET Arista Networks, Inc.
-0.61%
-$10,379.15 
AVGO Broadcom Inc.
-0.6%
-$47,842.41 
TSLA Tesla, Inc.
-0.58%
-$18,239.66 
AEP American Electric Power Company, Inc.
-0.43%
-$865.26 
AMZN Amazon.com Inc
-0.23%
-$21,442.74 
DEFT Defi Technologies Inc.
-0.12%
-$17.05 
PLD Prologis Inc.
-0.1%
-$585.72 
META Meta Platforms Inc Class A
-0.08%
-$5,055.4 
BUFR FT Vestladder Buffer ETF-USD I
-0.03%
-$245.11 
FNCL Fidelity MSCI Financials Index ETF
-0.01%
-$20.56 
GWW W.W. Grainger, Inc.
0%
-$15.93 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
0%
-$6 Events
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Dividends
Dividend Analysis
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| Trades 2655 | Longs Won 1661/2655 62% | Profit Factor 3.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $180,379.89 |
| Average Win $66,757.88 | Best Trade (Jul 29) $4.37M | Sharpe Ratio -10.44 |
| Average Loss -$28,041.94 | Worst Trade (Jun 30) -$1.58M | Z-Score 7.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 3d | Expectancy $31,265.97 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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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FAQ
Which stocks have generated the highest profits for Catherine Salsman?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $1.78M, First Trust Nasdaq Semiconductor ETF - $1.18M, First Trust Nasdaq Oil & Gas ETF - $947,616.04, Vanguard S&P 500 ETF - $771,088.32, and JPMorgan Ultra-Short Income ETF - $750,430.18. 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: First Trust NASDAQ-100 Technology Index Fund - $1.44M, Nike, Inc. - Class B - $963,710.11, PayPal Holdings Inc - $760,054.74, Intel Corporation - $742,306.19, and First Trust Nasdaq Clean Edge Green Energy Index Fund - $545,415.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine Salsman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.94M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $759,627.18, Microsoft Corp - $305,869.92, AbbVie Inc - $271,470.65, First Trust Capital Strength ETF - $215,917.24, and Vanguard Ultra-Short Bond ETF - $214,365.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine Salsman's monthly returns?
Catherine Salsman'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 Catherine Salsman's strategy be considered aggressive or moderate?
Catherine Salsman'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 Catherine Salsman's strategy?
Catherine Salsman'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.
