Craig McFadzean Portfolio
Invests via Turn8 Private Wealth Inc. | Managed by Craig McFadzean, Conner Sura
Invests via Turn8 Private Wealth Inc.
Managed by Craig McFadzean, Conner Sura
Automatically Tracked
Veteran private equity investor with operational and deal experience across technology and software-enabled services. Craig McFadzean led growth-oriented investments, board-level value creation and strategic exits, focusing on scaling recurring-revenue business models and go-to-market expansion. Prior roles span operating leadership and principal investing at mid-market buyout and growth firms; adept at commercial due diligence, CEO partnering and M&A structuring. Education includes MBA and engineering background, providing analytical rigor to portfolio transformation initiatives.
Veteran private equity investor with operational and deal experience across technology and software-enabled services. Craig McFadzean led growth-oriented investments, board-level value creation and strategic exits, focusing on scaling recurring-revenue business models and go-to-market expansion. Prior roles span operating leadership and principal investing at mid-market buyout and growth firms; adept at commercial due diligence, CEO partnering and M&A structuring. Education includes MBA and engineering background, providing analytical rigor to portfolio transformation initiatives.
Investment Philosophy & Strategy
Combines operational rigor and growth-oriented private equity discipline to back software and services businesses with recurring revenue. Prefers scaling mid-market companies through go-to-market expansion, commercial diligence-led value creation, and CEO partnership. Capital allocation favors control or influential minority positions enabling product-led growth, customer success investment, and bolt-on M&A. Time horizon is multi-year, with disciplined risk management via unit-economics focus, staged value milestones, and exit planning tied to revenue quality and margin expansion.
Combines operational rigor and growth-oriented private equity discipline to back software and services businesses with recurring revenue. Prefers scaling mid-market companies through go-to-market expansion, commercial diligence-led value creation, and CEO partnership. Capital allocation favors control or influential minority positions enabling product-led growth, customer success investment, and bolt-on M&A. Time horizon is multi-year, with disciplined risk management via unit-economics focus, staged value milestones, and exit planning tied to revenue quality and margin expansion.
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:
25%
Gain +0.16%
Monthly
1.04%
Yearly
13.28%
Drawdown
16.78%
$148.91M
Equity
Holdings
$148.91M
Investment
$119.88M
$32.32M
Profit +$249,829.1
Realized
$3.29M
Unrealized
$29.03M
Dividends
$5.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$249,829.1
Win %
68%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$55,601.84
Win %
68%
This Month
Compared to last month
Gain
2.6%
Profit
$3.78M
Win %
68%
This Year
Compared to last year
Gain
6.67%
Profit
$9.32M
Win %
65%
BLK BlackRock, Inc.
+2.64%
+$101,649.57 
BIIB Biogen Inc.
+2.6%
+$73,132.08 
WMT Walmart Inc.
+2.37%
+$115,489.6 
V Visa Inc. Class A
+2.13%
+$53,030.91 
BSX Boston Scientific Corporation
+2.06%
+$50,095.43 
SOFI SoFi Technologies, Inc.
+1.93%
+$962.5 
ABBV AbbVie Inc.
+1.77%
+$4,023.99 
CRSP Crispr Therapeutics AG
+1.51%
+$1,942.56 
CCJ Cameco Corporation
+1.36%
+$43,412.1 
TD The Toronto-Dominion Bank
+1.11%
+$2,930.47 
MSFT Microsoft Corp.
+1.09%
+$129,122.4 
BMO Bank of Montreal
+1.07%
+$19,775 
RY Royal Bank of Canada
+1.07%
+$61,849.53 
EWC iShares MSCI Canada ETF
+0.97%
+$1,930.85 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$11,749.64 
FXI iShares China Large-Cap ETF
+0.81%
+$22,149.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.76%
+$30,115.02 
CNQ Canadian Natural Resources Limited
+0.68%
+$34,874.35 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$6,900 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$13,329.43 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$810.14 
EFA iShares MSCI EAFE ETF
+0.52%
+$3,039.55 
IBIT iShares Bitcoin Trust
+0.44%
+$4,329.6 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$30,985.68 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$18,252 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.37%
+$12,186.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.27%
+$278.64 
AAPL Apple Inc.
+0.23%
+$1,952.82 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.21%
+$4,344.9 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.16%
+$3,763.43 
GS The Goldman Sachs Group, Inc.
+0.15%
+$7,075.36 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$95.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$701.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$118.65 
GOOGL Alphabet Inc
0%
-$0.23 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZTEK Zentek Ltd.
-12.46%
-$469 
NVDA NVIDIA Corporation
-2.25%
-$132,719.03 
MPC Marathon Petroleum Corporation
-1.82%
-$162,756.12 
PANW Palo Alto Networks, Inc.
-1.48%
-$81,220.61 
XLE Energy Select Sector SPDR Fund
-1.36%
-$74,299.2 
BABA Alibaba Group Holding Limited SP ADR
-1.17%
-$45,186.7 
QFIN Qifu Technology, Inc. American Depositary Shares
-0.97%
-$7,407.68 
APO Apollo Global Management, Inc.
-0.9%
-$11,681.04 
MAGS Roundhill Magnificent Seven Fund
-0.57%
-$17,845 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.57%
-$22,588.92 
AMZN Amazon.com Inc
-0.53%
-$25,763.44 
META Meta Platforms Inc Class A
-0.49%
-$8,671.09 
JPM JPMorgan Chase & Co.
-0.4%
-$18,596.25 
BIDU Baidu Inc.
-0.23%
-$2,405 
XLU Utilities Select Sector SPDR Fund
-0.06%
-$528.4 
GOOG Alphabet Inc
-0.05%
-$122.22 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$287.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$57.84 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 214/323 66% | Profit Factor 4.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,705.97 |
| Average Win $190,057.4 | Best Trade (Oct 14) $4.62M | Sharpe Ratio -9.75 |
| Average Loss -$76,667.25 | Worst Trade (Oct 15) -$1.64M | Z-Score 3.13 (99.82%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $100,048.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,942 | 1,748 | 1,553 | 1,359 | 1,165 | 971 | 777 | 583 | 388 | 194 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,441 | $523,533.87 | $839,118.16 | - | $315,584.29 | 60.28% | +0.233% |
| ABBV AbbVie Inc. | 800 | $201,312 | $230,808 | - | $29,496 | 14.65% | +1.774% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,017 | $2.36M | $2.29M | - | -$72,090.26 | -3.05% | +0.585% |
| AMZN Amazon.com Inc | 19,084 | $4.17M | $4.82M | - | $656,076.61 | 15.74% | -0.531% |
| APO Apollo Global Management, Inc. | 11,452 | $1.74M | $1.29M | - | -$453,173.36 | -26.04% | -0.9% |
| BABA Alibaba Group Holding Limited SP ADR | 34,759 | $4.32M | $3.82M | - | -$500,922.4 | -11.6% | -1.169% |
| BIDU Baidu Inc. | 13,000 | $1.45M | $1.06M | - | -$386,225 | -26.67% | -0.226% |
| BIIB Biogen Inc. | 12,068 | $2.53M | $2.88M | - | $350,239.52 | 13.83% | +2.603% |
| BLK BlackRock, Inc. | 3,583 | $3.64M | $3.95M | - | $307,675.86 | 8.45% | +2.642% |
| BMO Bank of Montreal | 11,300 | $1.11M | $1.87M | - | $754,553.9 | 67.73% | +1.07% |
| BND Vanguard Total Bond Market Index Fund | 2,051 | $148,654.45 | $145,200.54 | - | -$3,453.91 | -2.32% | +0.561% |
| BRK-B Berkshire Hathaway Inc. | 8,450 | $3.9M | $4.47M | - | $565,630.62 | 14.5% | +0.41% |
| BSX Boston Scientific Corporation | 56,605 | $2.53M | $2.48M | - | -$50,860.58 | -2.01% | +2.058% |
| CCJ Cameco Corporation | 39,110 | $1.84M | $3.23M | - | $1.39M | 75.63% | +1.362% |
| CNQ Canadian Natural Resources Limited | 99,641 | $4.85M | $5.2M | - | $352,999.35 | 7.29% | +0.675% |
| CRSP Crispr Therapeutics AG | 2,556 | $139,404 | $130,304.88 | - | -$9,099.12 | -6.53% | +1.513% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2,322 | $103,004 | $104,501.61 | - | $1,497.61 | 1.45% | +0.267% |
| EFA iShares MSCI EAFE ETF | 5,735 | $502,838.6 | $592,310.8 | - | $89,472.2 | 17.79% | +0.516% |
| EWC iShares MSCI Canada ETF | 3,358 | $193,555 | $200,925.93 | - | $7,370.93 | 3.81% | +0.97% |
| FXI iShares China Large-Cap ETF | 80,545 | $2.89M | $2.75M | - | -$142,417.26 | -4.92% | +0.812% |
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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 Craig McFadzean?
The largest contributions to the portfolio's profits come from the following stocks: Energy Select Sector SPDR Fund - $1.07M, JPMorgan Equity Premium Income Fund - $978,902.2, Cameco Corporation - $975,687.11, Marathon Petroleum Corporation - $745,705.8, and JPMorgan Nasdaq Equity Premium Income ETF - $621,781.44. 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: Digital Realty Trust, Inc - $602,246.5, Apollo Global Management, Inc - $480,166.83, Accenture plc Class A - $429,600.83, Siemens Aktiengesellschaft Sponsored ADR - $392,828.89, and iShares China Large-Cap ETF - $387,792.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig McFadzean's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.63M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $968,515.77, JPMorgan Nasdaq Equity Premium Income ETF - $621,781.44, iShares iBoxx $ Investment Grade Corporate Bond ETF - $375,352.51, Energy Select Sector SPDR Fund - $307,073.05, and Royal Bank of Canada - $207,224.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig McFadzean's monthly returns?
Craig McFadzean's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Craig McFadzean's strategy be considered aggressive or moderate?
Craig McFadzean's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Craig McFadzean's strategy?
Craig McFadzean's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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