WRC
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:
19.93%
Gain
Monthly
0.57%
Yearly
7.08%
Drawdown
11.07%
$722.71M
Equity
Holdings
$722.71M
Investment
$443.1M
$270.04M
Profit +$2.84
Realized
-$9.57M
Unrealized
$279.61M
Dividends
$0
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.84
Win %
100%
This Week
Compared To Last Week
Gain
1.07%
Profit
$7.66M
Win %
100%
This Month
Compared to last month
Gain
3.17%
Profit
$22.23M
Win %
100%
This Year
Compared to last year
Gain
-4.53%
Profit
-$33.83M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 4 | Longs Won 3/4 75% | Profit Factor 29.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $77.18M |
| Average Win $93.2M | Best Trade (Jun 15) $172.3M | Sharpe Ratio -6.21 |
| Average Loss -$9.57M | Worst Trade (Sep 29) -$9.57M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 3w 3d | Expectancy $67.51M |
| 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% | 0.04% | 0.4% | 3.15% | 19.55% |
| Consecutive Losing Trades | 76 | 68 | 60 | 53 | 45 | 38 | 30 | 23 | 15 | 8 |
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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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