Wallace R. Cooney Portfolio
Invests via Graham Holdings Co. Master Retirement Trust | Managed by Wallace R. Cooney
Invests via Graham Holdings Co. Master Retirement Trust
Managed by Wallace R. Cooney
Automatically Tracked
Wallace R. Cooney Profile
Wallace R. Cooney is a seasoned entrepreneur with a substantial record in the technology sector. Known for his role as founder and CEO of several innovative tech startups, he has successfully navigated the complexities of scaling businesses within competitive markets. His extensive experience encompasses both product development and strategic partnerships that drive growth and market presence. With a focus on disruptive technologies, he continually seeks opportunities to advance operational efficiencies while fostering collaborative environments. His leadership not only attracts investor interest but also builds valuable networks that facilitate industry advancement.
Wallace R. Cooney is a seasoned entrepreneur with a substantial record in the technology sector. Known for his role as founder and CEO of several innovative tech startups, he has successfully navigated the complexities of scaling businesses within competitive markets. His extensive experience encompasses both product development and strategic partnerships that drive growth and market presence. With a focus on disruptive technologies, he continually seeks opportunities to advance operational efficiencies while fostering collaborative environments. His leadership not only attracts investor interest but also builds valuable networks that facilitate industry advancement.
Investment Philosophy & Strategy
Focusing on transformative growth, Wallace R. Cooney leverages his extensive entrepreneurial experience to identify and invest in emerging technology sectors. His leadership in founding several innovative startups informs a strategic vision centered around disruptive advancements that enhance operational effectiveness. By fostering partnerships and collaborative ventures, he adeptly navigates the tech landscape, recognizing trends that signal future demand. This proactive approach not only optimizes resource allocation but also positions him advantageously for capturing market share amid competitive pressures.
Focusing on transformative growth, Wallace R. Cooney leverages his extensive entrepreneurial experience to identify and invest in emerging technology sectors. His leadership in founding several innovative startups informs a strategic vision centered around disruptive advancements that enhance operational effectiveness. By fostering partnerships and collaborative ventures, he adeptly navigates the tech landscape, recognizing trends that signal future demand. This proactive approach not only optimizes resource allocation but also positions him advantageously for capturing market share amid competitive pressures.
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:
69.17%
Gain +1.45%
Monthly
1.25%
Yearly
16.07%
Drawdown
17.59%
$766.49M
Equity
Holdings
$766.49M
Investment
$443.1M
$313.83M
Profit +$7.47M
Realized
-$9.57M
Unrealized
$323.4M
Dividends
$0
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$7.47M
Win %
100%
This Week
Compared To Last Week
Gain
3.02%
Profit
$22.46M
Win %
100%
This Month
Compared to last month
Gain
6.66%
Profit
$47.89M
Win %
100%
This Year
Compared to last year
Gain
4.41%
Profit
$32.4M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 4 | Longs Won 3/4 75% | Profit Factor 33.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $93.26M |
| Average Win $107.8M | Best Trade (Oct 15) $204.04M | Sharpe Ratio -11.98 |
| Average Loss -$9.57M | Worst Trade (Sep 29) -$9.57M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2m 2w 6d | Expectancy $78.46M |
| 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% | 0.13% | 0.98% | 5.54% | 25.5% |
| Consecutive Losing Trades | 80 | 72 | 64 | 56 | 48 | 40 | 32 | 24 | 16 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Berkshire Hathaway Inc - $9.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
How stable are Wallace R. Cooney's monthly returns?
Wallace R. Cooney'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 Wallace R. Cooney's strategy be considered aggressive or moderate?
Wallace R. Cooney's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Wallace R. Cooney's strategy?
Wallace R. Cooney'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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