CW
CaSaundra Wu Portfolio
Invests via Westchester Capital Management LLC | Managed by CaSaundra Wu
Invests via Westchester Capital Management LLC
Managed by CaSaundra Wu
Automatically Tracked
CaSaundra Wu Profile
CaSaundra Wu is a seasoned entrepreneur and operator with a robust background in technology development and business innovation. With extensive experience in driving digital transformation, she has led multiple startups to success by focusing on customer-centric solutions that leverage emerging technologies. Her insights into market trends position her as an influential leader within the tech ecosystem, actively participating in industry discussions aimed at advancing technological integration across sectors. Through her ventures, she not only fosters growth but also cultivates strategic partnerships that enhance competitive advantage. Wu's commitment to fostering entrepreneurship plays a pivotal role in shaping future business landscapes.
CaSaundra Wu is a seasoned entrepreneur and operator with a robust background in technology development and business innovation. With extensive experience in driving digital transformation, she has led multiple startups to success by focusing on customer-centric solutions that leverage emerging technologies. Her insights into market trends position her as an influential leader within the tech ecosystem, actively participating in industry discussions aimed at advancing technological integration across sectors. Through her ventures, she not only fosters growth but also cultivates strategic partnerships that enhance competitive advantage. Wu's commitment to fostering entrepreneurship plays a pivotal role in shaping future business landscapes.
Investment Philosophy & Strategy
Operating within a dynamic technology landscape, CaSaundra Wu champions innovation and customer engagement as core tenets of her investment philosophy. By identifying transformative opportunities in emerging technologies, she seeks to leverage strategic partnerships that align with her ventures' objectives. Her leadership is characterized by a focus on scaling solutions that prioritize user experience while maximizing market impact. Through deep insights into industry evolution, she adeptly navigates challenges, aiming for sustainable growth across multiple sectors. This entrepreneurial mindset not only drives capital efficiency but also fosters the next generation of tech-driven companies.
Operating within a dynamic technology landscape, CaSaundra Wu champions innovation and customer engagement as core tenets of her investment philosophy. By identifying transformative opportunities in emerging technologies, she seeks to leverage strategic partnerships that align with her ventures' objectives. Her leadership is characterized by a focus on scaling solutions that prioritize user experience while maximizing market impact. Through deep insights into industry evolution, she adeptly navigates challenges, aiming for sustainable growth across multiple sectors. This entrepreneurial mindset not only drives capital efficiency but also fosters the next generation of tech-driven companies.
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:
10.01%
Gain +0.08%
Monthly
0.13%
Yearly
1.61%
Drawdown
8.95%
$2.09B
Equity
Holdings
$2.09B
Investment
$2.06B
$784.47M
Profit +$1.78M
Realized
$716.49M
Unrealized
$67.98M
Dividends
$173.78B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$1.78M
Win %
73%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$504,638.83
Win %
73%
This Month
Compared to last month
Gain
0.46%
Profit
$9.58M
Win %
73%
This Year
Compared to last year
Gain
2.38%
Profit
$48.42M
Win %
72%
LOKVW Live Oak Acquisition Corp. Warrant
+107.14%
+$56,248.18 
VACHW Voyager Acquisition Corp.
+86.42%
+$23,837.38 
AFJKR Aimei Health Technology Co., Ltd.
+63.92%
+$15,678.74 
KVACW Keen Vision Acquisition Corp. Warrant
+61.29%
+$5,762.27 
LEGT Legato Merger Corp III
+49.9%
+$2.41M 
TAVIR Tavia Acquisition Corp.
+30.16%
+$5,440 
OYSER Oyster Enterprises II Acquisition Corp Right
+29.67%
+$22,695 
PACHW Pioneer Acquisition I Corp Warrant (each warrant exercisable for one Class A ordinary share at $11.50 per share)
+19.9%
+$8,457.48 
LPBBW Launch Two Acquisition Corp.
+16.5%
+$2,474.98 
HYAC Haymaker Acquisition Corp. IV
+10.53%
+$2.09M 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
+7.75%
+$1,670.03 
VCIC Vine Hill Capital
+7.16%
+$86,355.05 
EMISR Emmis Acquisition Corp. - Right
+6.67%
+$875 
LKSPU Lake Superior Acquisition Corp
+6.22%
+$165,750 GIG
GIG
+5.5%
+$216,382.22 
VACI-UN Viking Acquisition Corp. I
+4.83%
+$26,250 
FACT Fact II Acquisition Corp
+4.63%
+$337,644.38 
DRDBW Roman DBDR Acquisition Corp. II Warrant
+4.35%
+$554.99 
CCXIU Churchill Capital Corp XI
+3.97%
+$21,000 
GRAF Graf Global Corp.
+3.67%
+$79,237.88 
MKLYU McKinley Acquisition Corp. Unit
+3.65%
+$52,840.81 
BLUW Blue Water Acquisition Corp. III
+3.31%
+$186,630.92 
AXINR Axiom Intelligence Acquisition Corp 1
+3.17%
+$700 
ALFUW Centurion Acquisition Corp.
+3.1%
+$299.99 
BKHA Black Hawk Acquisition Corp.
+2.73%
+$11,220 
KVUE Kenvue Inc.
+2.17%
+$135,853.5 
CGCT Factorial Energy Inc.
+2.04%
+$65,428.72 
LHX L3Harris Technologies, Inc.
+2.02%
+$13,143.38 
UNF UniFirst Corp.
+1.72%
+$1.16M 
FDX FedEx Corporation
+1.7%
+$77,688.16 
MLAC Mountain Lake Acquisition Corp.
+1.7%
+$17,754 
HON Honeywell International Inc.
+1.59%
+$10,187.03 APAD
APAD
+1.51%
+$78,268.63 
SEE Sealed Air Corporation
+1.5%
+$586,339 
ALISR Calisa Acquisition Corp Right
+1.49%
+$173.23 
HOLX Hologic Inc.
+1.48%
+$500,833.53 
FVN Future Vision II Acquisition Corp.
+1.35%
+$56,454.3 
APTV Aptiv PLC
+1.3%
+$64,902.11 APXT
APXT
+1.01%
+$100,000 
MACI Melar Acquisition Corp I
+1.01%
+$47,184.95 
AL Air Lease Corporation
+0.91%
+$193,965.35 
SIMA Sim Acquisition Corp I
+0.82%
+$69,328.08 
CRAC Crown Reserve Acquisition Corp. I Class A Ordinary Shares
+0.81%
+$70,869.14 
FT Franklin Universal Trust
+0.77%
+$5,611.76 
NPACW New Providence Acquisition Corp. Warrant
+0.65%
+$400.33 
NSC Norfolk Southern Corporation
+0.65%
+$1.05M 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.61%
+$6,746.16 
PEN Penumbra Inc.
+0.6%
+$147,895.9 
MHD BlackRock MuniHoldings Fund Inc.
+0.57%
+$19,569.6 
TVA Texas Ventures Acquisition Corp.
+0.57%
+$8,209.92 
KDP Keurig Dr Pepper Inc.
+0.49%
+$12,738.78 
MFIC MidCap Financial Investment Corporation
+0.49%
+$308.08 
BCSS Bain Capital GSS Investment Corp.
+0.39%
+$10,000 
AIIA AI Infrastructure Acquisition Corp.
+0.39%
+$13,240 
SOCA Solarius Capital Acquisition Corp.
+0.39%
+$25,600 
COPL Copley Acquisition Corp.
+0.28%
+$25,818 
BDCIU BTC Development Corp.
+0.24%
+$1,250 
MZYX MOZAYYX Acquisition Corp.
+0.2%
+$4,000 
SCII SC II Acquisition Corp.
+0.2%
+$10,000 
HAVAU Harvard Ave Acquisition Corporation Units
+0.19%
+$11,975.8 
POLE Andretti Acquisition Corp.
+0.19%
+$22,228.32 
KFII K&F Growth Acquisition Corp.
+0.19%
+$29,525.36 
NTWO Newbury Street Acquisition Corporation
+0.18%
+$17,962.22 
CZR Caesars Entertainment, Inc.
+0.17%
+$10,890 
GTEN Gores Holdings X, Inc.
+0.14%
+$7,726.1 
DBRG DigitalBridge Group Inc.
+0.12%
+$58,766.96 
WPAC White Pearl Acquisition Corp.
+0.1%
+$2,500 
DMII Drugs Made In America Acquisition II Corp.
+0.1%
+$5,000.06 
AXIN Axiom Intelligence Acquisition Corp 1
+0.1%
+$6,750 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.1%
+$1,881.39 
OYSE Oyster Enterprises II Acquisition Corp
+0.1%
+$12,951.12 
SPEG Silver Pegasus Acquisition Corp.
+0.1%
+$3,500 
SZZL Sizzle Acquisition Corp.
+0.1%
+$15,617.45 
SOUL Soulpower Acquisition Corp.
+0.1%
+$12,793 
BHF Brighthouse Financial Inc.
+0.08%
+$1,963.6 
NPAC New Providence Acquisition Corp.
+0.05%
+$5,644.99 
WENN Wen Acquisition Corp.
+0.05%
+$3,357.91 
DMIIU Drugs Made In America Acquisition II Corp. Unit
0%
+$150.87 
AACOU Advancit Acquisition Corp. I
0%
$0 
AACIW Armada Acquisition Corp. III
0%
$0 
AACIU Armada Acquisition Corp. III
0%
$0 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTLP Cantaloupe Inc
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
LBRDA Liberty Broadband Corporation
0%
$0 
MASI Masimo Corporation
0%
$0 
OAKU Oak Woods Acquisition Corp.
0%
$0 
PRA ProAssurance Corporation
0%
$0 
QRVO Qorvo Inc.
0%
$0 
RNA Avidity Biosciences Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ANSC Agriculture & Natural Solutions Inc.
0%
$0 
BAYAR Bayview Acquisition Corp.
0%
$0 
SPKLW Spark I Acquisition Corp.
0%
$0 
BPAC Blueport Acquisition Ltd
0%
$0 
TDAC Translational Development Acquisition Corp.
0%
$0 
DSACU Daedalus Special Acquisition Corp. Units
0%
$0 
WSTN Westlin Corp.
0%
$0 
ALF Centurion Acquisition Corp
0%
$0 
ALCYW Alchemy Investments Acquisition Corp 1
0%
$0 
ESHAR Esh Acquisition Corp.
0%
$0 
CCIX Churchill Capital Corp IX
0%
$0 
GPAT GP-Act III Acquisition Corp.
0%
$0 
OS OneStream, Inc.
0%
$0 
FSHP Flag Ship Acquisition Corp.
0%
$0 
EURK Eureka Acquisition Corp
0%
$0 
CHAR Charlton Aria Acquisition Corp.
0%
$0 
JACS Jackson Acquisition Company
0%
$0 
AACBU Artius Acquisition Inc. II
0%
$0 
ALDF Aldel Financial II Inc.
0%
$0 
ALDFW Aldel Financial II Inc.
0%
$0 
CEPO Cantor Equity Partners I-A
0%
$0 
PLMK Plum Acquisition Corp IV
0%
$0 
DRDB Roman DBDR Acquisition Corp
0%
$0 
DMAA Drugs Made In America Acquisition Corp.
0%
$0 
GSHRU Gesher Acquisition Corp II
0%
$0 
LFACU Leapfrog Acquisition Corporation Units
0%
$0 
GIW GigCapital8 Corp.
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
SVCC Stellar V Capital Corp.
0%
$0 
QSEAU QuartzSea Acquisition Corp.
0%
$0 
APXTU Apex Treasury Corporation Units
0%
$0 
EMIS Emisphere Technologies, Inc.
0%
$0 
PAACU Proficient Alpha Acquisition Corp
0%
$0 
TACHU Titan Acquisition Corp. Unit
0%
$0 
RAAQU Real Asset Acquisition Corp.
0%
$0 
FERA Fifth Era Acquisition Corp.
0%
$0 
LCCCU Lakeshore Acquisition III Corp.
0%
$0 
RDAGU Republic Digital Acquisition Corp.
0%
$0 
PCAPU ProCap Acquisition Corp.
0%
$0 
UYSC Uy Scuti Acquisition Corp
0%
$0 
WTGUU Wintergreen Acquisition Corp.
0%
$0 
CHPGU Championsgate Acquisition Co.
0%
$0 
SDHI Siddhi Acquisition Corp.
0%
$0 
BACCU Blue Acquisition Corp
0%
$0 
PMTR Perimeter Acquisition Corp I
0%
$0 
PMTRW Perimeter Acquisition Corp I
0%
$0 
LCCC Lakeshore Acquisition III Corp.
0%
$0 
CRAQ Cal Redwood Acquisition Corp.
0%
$0 
LWACU LightWave Acquisition Corp. Unit
0%
$0 
CGCTW Cartesian Growth Corporation III Warrant
0%
$0 
CAEP Cantor Equity Partners III, Inc.
0%
$0 
EGHA EGH Acquisition Corp.
0%
$0 
CCIIU Cohen Circle Acquisition Corp. II Unit
0%
$0 
NMPAU NMP Acquisition Corp. Unit
0%
$0 
WENNW Wen Acquisition Corp Warrant
0%
$0 
IRHOU Iron Horse Acquisitions Corp. II Unit
0%
$0 
SPEGU Silver Pegasus Acquisition Corp. Unit
0%
$0 
JENA Jena Acquisition Corporation II
0%
$0 
GTERA Globa Terra Acquisition Corporation
0%
$0 
APADU A Paradise Acquisition Corp.
0%
$0 
INAC Indigo Acquisition Corp.
0%
$0 
QUMSU Quantumsphere Acquisition Corporation
0%
$0 
BLUWW Blue Water Acquisition Corp. III Warrant
0%
$0 
BACC Blue Acquisition Corp.
0%
$0 
PGAC Pantages Capital Acquisition Corporation
0%
$0 
SSEAU Starry Sea Acquisition Corp.
0%
$0 
LWACW LightWave Acquisition Corp. Redeemable Warrant
0%
$0 
PACH Pioneer Acquisition I Corp
0%
$0 
UCFI CN Healthy Food Tech Group Corp.
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
GSRF GSR IV Acquisition Corp.
0%
$0 
ORIQ Origin Investment Corp I
0%
$0 
GSRFR GSR IV Acquisition Corp. Right
0%
$0 
VNME Vendome Acquisition Corporation I
0%
$0 
MCGA Yorkville Acquisition Corp.
0%
$0 
CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares
0%
$0 
QUMS Quantumsphere Acquisition Corporation
0%
$0 
UCFIW UCFIW
0%
$0 
BIXIU Bitcoin Infrastructure Acquisition Corp. Ltd. Units
0%
$0 
YCY AA Mission Acquisition Corp. II
0%
$0 
CHEC Chenghe Acquisition II Co.
0%
$0 
PAII Pyrophyte Acquisition Corp. II
0%
$0 
FCRS FutureCrest Acquisition Corp.
0%
$0 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd
0%
$0 
AEAQU Activate Energy Acquisition Corp. Unit
0%
$0 
MESHU Meshflow Acquisition Corp. Unit
0%
$0 
AEAQ Activate Energy Acquisition Corp.
0%
$0 
KRAQU KRAKacquisition Corp
0%
$0 
SAAQU Space Asset Acquisition Corp.
0%
$0 GRAF
GRAFWS
0%
$0 EVAC
EVACU
0%
$0 AIIA
AIIAU
0%
$0 
CAQUU Cambridge Acquisition Corp.
0%
$0 
BLRKU Bluerock Acquisition Corp.
0%
$0 
SVAQU Silicon Valley Acquisition Corp.
0%
$0 
SSACU SPACSphere Acquisition Corp.
0%
$0 
OTGAU OTG Acquisition Corp. I Unit
0%
$0 
ALOVU Aldabra 4 Liquidity Opportunity Vehicle, Inc.
0%
$0 
MUZEU Muzero Acquisition Corp
0%
$0 
IACOU Idea Acquisition Corp.
0%
$0 
MBVIU M3-Brigade Acquisition VI Corp. Unit
0%
$0 
LPCVU Launchpad Cadenza Acquisition Corp I Units
0%
$0 
GIXXU GigCapital9 Corp.
0%
$0 
SORNU Soren Acquisition Corp. Units
0%
$0 
CMIIU Columbus Circle Capital Corp II
0%
$0 
ARCIU Archimedes Tech SPAC Partners III Co. Unit
0%
$0 
SCPQU Social Commerce Partners Corporation Units
0%
$0 
ZKPU Lafayette Digital Acquisition Corp. I Units
0%
$0 
DNMXU Dynamix Corporation III Unit
0%
$0 
ILLUU Illumination Acquisition Corp I Unit
0%
$0 
PTORU Praetorian Acquisition Corp.
0%
$0 
LAFAU LaFayette Acquisition Corp. Unit
0%
$0 
CRANU Crane Harbor Acquisition Corp. Units
0%
$0 
LEGOU Legato Merger Corp.
0%
$0 
JACS-RI Jackson Acquisition Company II
0%
$0 
ITHAU Ithax Acquisition Corp III Unit
0%
$0 
IEAGU Infinite Eagle Acquisition Corp.
0%
$0 
ADACU American Drive Acquisition Company
0%
$0 
SBXE-UN SilverBox Corp V
0%
$0 
MEVOU M Evo Global Acquisition Corp II Unit
0%
$0 
CLBR-UN Colombier Acquisition Corp.
0%
$0 BWIV
BWIVU
0%
$0 OBAW
OBAWW
0%
$0 
CCAQW Dune Acquisition Corporation II Warrants
0%
$0 JENA
JENART
0%
$0 YCYW
YCYWS
0%
$0 WPAC
WPACU
0%
$0 IPOD
IPOD
0%
$0 APAC
APAC
0%
$0 
UYSCR UY Scuti Acquisition Corp. Rights
-62.93%
-$56,067 
RDAGW Republic Digital Acquisition Company Warrant
-62%
-$11,624.69 
IPEX Inflection Point Acquisition Corp. V
-59.63%
-$2.38M 
TVACW Texas Ventures Acquisition Corp. Warrants
-56.36%
-$62,444.95 
FGMC Fg Merger Ii Corp
-49.28%
-$1.43M 
HSPT Horizon Space Acquisition Corp. II
-39.48%
-$36,862.02 
BCAR D. Boral ARC Acquisition I Corp.
-36.65%
-$668,416.64 
ANSCW Agriculture & Natural Solutions Warrant
-35.48%
-$292.31 
BSAAR Best SPAC I Acquisition Corp. - Rights
-33.84%
-$2,555 
KCHVR Kochav Defense Acquisition Corp. Right
-32.8%
-$56,235.6 
NHIC NewHold Investment Corp III
-32.18%
-$1.26M 
GTENW Gores Holdings X, Inc. Warrant
-26.46%
-$23,164.64 
VACH Voyager Acquisition Corp.
-26.23%
-$461,709.12 COPL
COPLWS
-25.34%
-$18,504.54 
GSHRW Gesher I Acquisition Corp. Warrant
-25%
-$9,599.24 
WTGUR Wintergreen Acquisition Corp. Right
-23.08%
-$121.74 
PGACR Pantages Capital Acquisition Corporation Right
-20.19%
-$14,707 
ATIIW Archimedes Tech Spac Partners Co.
-16.93%
-$29,119.86 
CRAQR Cal Redwood Acquisition Corp. Right
-16.67%
-$4,500 
ATII Archimedes Tech SPAC Partners Co.
-16.09%
-$1.25M 
SVCCW Stellar V Capital Corp.
-15.04%
-$3,009.94 
LATAW Galata Acquisition Corp. II Redeemable Warrant
-11.11%
-$1,166.62 
CAPNR Cayson Acquisition Corp.
-10.89%
-$1,470 
BKHAR Black Hawk Acquisition Corp Rights
-10.37%
-$1,389.22 
KFIIR K&F Growth Acquisition Corp.
-10%
-$2,500 
NHICW NewHold Investment Corp II Warrant
-9.52%
-$9,999.8 
OBAWW Oxley Bridge Acquisition Limited Warrant
-7.96%
-$22,241.37 SOUL
SOULRT
-7.89%
-$11,217 
TACOW Berto Acquisition Corp. Warrant
-5.64%
-$1,121.22 LOKV
LOKV
-4.86%
-$286,024.2 
TVAIR Thayer Ventures Acquisition Corporation II Rights
-4.6%
-$3,360 
IBACR IB Acquisition Corp. Rights
-4.57%
-$1,814.9 
SZZLR Sizzle Acquisition Corp. Rights
-4.02%
-$5,450 
RIBB Ribbon Acquisition Corp
-3.23%
-$75,146.8 
BSAA Best SPAC I Acquisition Corp.
-1.82%
-$10,000 
VAL Valaris Limited
-1.16%
-$64,007.84 SVAC
SVACU
-0.96%
-$7,500 
TVGNW Semper Paratus Acquisition Corporation Warrant
-0.94%
-$60 
EFT Eaton Vance Floating-Rate Income Trust
-0.57%
-$1,600.68 
WBS Webster Financial Corporation
-0.51%
-$733,259.6 
DMAAR Drugs Made In America Acquisition Corp.
-0.5%
-$300 
RDAC Rising Dragon Acquisition Corp.
-0.4%
-$7,350 
WTG Wintergreen Acquisition Corp.
-0.37%
-$10,162.32 
CUB Lionheart Holdings Corp.
-0.36%
-$16,001.44 
MLACR Mountain Lake Acquisition Corp.
-0.36%
-$700.01 
ALIS Calisa Acquisition Corp
-0.33%
-$10,647.69 
SIMAW Sim Acquisition Corp. Warrant
-0.2%
-$56.25 
LKSP Lake Superior Acquisition Corp.
-0.19%
-$4,000 
HCMAU HCM III Acquisition Corp
-0.19%
-$500 
MMTX Miluna Acquisition Corp Class A
-0.1%
-$4,500 
HAVA Harvard Ave Acquisition Corporation Class A Ordinary Shares
-0.1%
-$1,981.54 
ONCHU 1RT Acquisition Corp. Unit
-0.1%
-$305.12 
MKLY McKinley Acquisition Corporation
-0.09%
-$6,956 
TACHW Titan Acquisition Corp
-0.05%
-$134.48 
LATA Galata Acquisition Corp. II
-0.05%
-$875 
PCAP ProCap Acquisition Corp
-0.05%
-$1,304.07 
NOEM Co2 Energy Transition Corp.
-0.05%
-$1,655.07 
TAVI Tavia Acquisition Corp.
-0.05%
-$3,400 
DTSQ Dt Cloud Star Acquisition Co.
-0.04%
-$938.61 
JHG Janus Henderson Group plc
-0.04%
-$4,614.38 
TACO Berto Acquisition Corp.
-0.04%
-$2,814.53 
B BARRICK MINING CORP Common Stock (ABR0)
-0.03%
-$1,555 
SBXD SilverBox Corp IV-A
-0.02%
-$813.71 
NTWOW Newbury Street Acquisition Corporation II
-0.01%
-$22.5 
GTLS Chart Industries Inc.
-0.01%
-$4,960.58 
LPBB Launch Two Acquisition Corp.
0%
-$95 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
-$23.79 
MLAAU Mountain Lake Acquisition Corp. II Unit
0%
-$61.45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5952 | Longs Won 3080/5952 51% | Profit Factor 1.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.39M |
| Average Win $1.34M | Best Trade (Sep 30) $226.98M | Sharpe Ratio -40.51 |
| Average Loss -$1.16M | Worst Trade (Sep 30) -$164.14M | Z-Score -22.16 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $131,798.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.82% | 4.97% | 24.23% |
| Consecutive Losing Trades | 1,802 | 1,622 | 1,441 | 1,261 | 1,081 | 901 | 721 | 541 | 360 | 180 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACBU Artius Acquisition Inc. II | 995,939 | $10.08M | $10.66M | - | $577,644.32 | 5.73% | 0.0 |
| AACIU Armada Acquisition Corp. III | 833,400 | $8.67M | $8.69M | - | $18,166 | 0.21% | 0.0 |
| AACIW Armada Acquisition Corp. III | 100,055 | $82,045 | $82,045 | - | - | - | 0.0 |
| AACOU Advancit Acquisition Corp. I | 125,000 | $1.24M | $1.27M | - | $32,500 | 2.62% | 0.0 |
| ADACU American Drive Acquisition Company | 150,000 | $1.5M | $1.53M | - | $36,000 | 2.4% | 0.0 |
| AEAQ Activate Energy Acquisition Corp. | 250,000 | $2.47M | $2.52M | - | $52,500 | 2.12% | 0.0 |
| AEAQU Activate Energy Acquisition Corp. Unit | 350,000 | $3.5M | $3.6M | - | $101,500 | 2.9% | 0.0 |
| AFJKR Aimei Health Technology Co., Ltd. | 288,212 | $60,524.52 | $40,205.58 | - | -$20,318.94 | -33.57% | +63.925% |
| AIIA AI Infrastructure Acquisition Corp. | 331,000 | $3.29M | $3.41M | - | $119,160 | 3.62% | +0.39% |
| AIIA AIIAU | 400,000 | $4.07M | $4.07M | - | - | - | 0.0 |
| AL Air Lease Corporation | 334,421 | $21.39M | $21.48M | - | $89,146.54 | 0.42% | +0.911% |
| ALCYW Alchemy Investments Acquisition Corp 1 | 224,998 | $40,499.64 | $40,499.64 | - | - | - | 0.0 |
| ALDF Aldel Financial II Inc. | 1.16M | $11.63M | $12.73M | - | $1.1M | 9.42% | 0.0 |
| ALDFW Aldel Financial II Inc. | 312,499 | $162,499.92 | $62,499.8 | - | -$100,000.12 | -61.54% | 0.0 |
| ALF Centurion Acquisition Corp | 688,240 | $7.09M | $7.52M | - | $421,847.23 | 5.95% | 0.0 |
| ALFUW Centurion Acquisition Corp. | 49,999 | $14,999.7 | $9,964.8 | - | -$5,034.9 | -33.57% | +3.104% |
| ALIS Calisa Acquisition Corp | 354,923 | $3.52M | $3.2M | - | -$319,430.31 | -9.06% | -0.331% |
| ALISR Calisa Acquisition Corp Right | 15,748 | $7,645.65 | $11,811 | - | $4,165.35 | 54.48% | +1.488% |
| ALOVU Aldabra 4 Liquidity Opportunity Vehicle, Inc. | 250,000 | $2.49M | $2.52M | - | $22,500 | 0.9% | 0.0 |
| ANSC Agriculture & Natural Solutions Inc. | 2.04M | $21.15M | $23.43M | - | $2.28M | 10.78% | 0.0 |
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FAQ
Which stocks have generated the highest profits for CaSaundra Wu?
The largest contributions to the portfolio's profits come from the following stocks: Wheeler Real Estate Investment Trust, Inc - $173.45B, Huntsman Corporation - $157.55M, Xilinx Inc - $97.1M, DTG - $92.02M, and American International Group Inc - $89.37M. 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: Caesars Entertainment, Inc - $196.99M, Altaba Inc - $183.13M, YHOO - $138.61M, TYC - $102.6M, and First Horizon Corporation - $82.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CaSaundra Wu's portfolio generate?
The portfolio generates substantial dividend income, with a total of $173.78B earned over time. The largest contributors to dividend income include Wheeler Real Estate Investment Trust, Inc - $173.45B, Huntsman Corporation - $17.73M, General Electric Company - $15.07M, Healthcare Trust of America Inc - $13.1M, and General Motors Company - $12.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CaSaundra Wu's monthly returns?
CaSaundra Wu's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can CaSaundra Wu's strategy be considered aggressive or moderate?
CaSaundra Wu'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 CaSaundra Wu's strategy?
CaSaundra Wu'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.
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