CW
Cathleen Wrisberg Portfolio
Invests via Convergence Financial, LLC | Managed by Convergence Financial, LLC, Austin Harrison
Invests via Convergence Financial, LLC
Managed by Convergence Financial, LLC, Austin Harrison
Automatically Tracked
Cathleen Wrisberg Profile
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
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:
151.39%
Gain -0.67%
Monthly
1.36%
Yearly
17.66%
Drawdown
36.41%
$1.25B
Equity
Holdings
$1.25B
Investment
$1.12B
$175.27M
Profit -$3.86M
Realized
$39.15M
Unrealized
$136.12M
Dividends
$35.46M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$3.86M
Win %
69%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$2.15M
Win %
69%
This Month
Compared to last month
Gain
-0.44%
Profit
-$5.55M
Win %
69%
This Year
Compared to last year
Gain
-0.41%
Profit
-$4.93M
Win %
68%
PANW Palo Alto Networks, Inc.
+6.42%
+$82,353.56 
CRWD CrowdStrike Holdings, Inc.
+6%
+$566,002.08 
COP ConocoPhillips
+3.82%
+$110,099.12 
MSTR Strategy Inc.
+3.67%
+$34,968.15 
AMT American Tower Corporation
+3.52%
+$10,483.18 
MU Micron Technology Inc.
+3.4%
+$224,213.69 
FTNT Fortinet, Inc.
+2.82%
+$43,070.88 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.64%
+$90,018.96 
CVX Chevron Corporation
+2.47%
+$55,333.7 
BP BP Plc Sponsored ADR
+2.25%
+$12,075.75 
XOM ExxonMobil Holdings Corporation
+2.21%
+$20,791.38 
LMT Lockheed Martin Corporation
+2.16%
+$18,736.6 
HONA Honeywell Aerospace Inc.
+2.12%
+$6,519.59 
EPD Enterprise Products Partners L.P.
+1.97%
+$8,982.72 
MRVL Marvell Technology Inc.
+1.92%
+$4,092.66 
AM Antero Midstream Corporation Common Stock
+1.67%
+$7,042.83 
MPLX MPLX LP
+1.5%
+$7,368.9 
KEYS Keysight Technologies, Inc.
+1.48%
+$3,342.26 
SPCX Space Exploration Technologies Corp. Class A
+1.46%
+$56,421.4 
APH Amphenol Corp. Class A Common Stock
+1.44%
+$13,272 
TXN Texas Instruments Inc.
+1.43%
+$17,536 
AMD Advanced Micro Devices Inc.
+1.38%
+$27,065.54 
ORCL Oracle Corporation
+1.37%
+$12,304.42 
WES Western Midstream Partners, LP
+1.37%
+$5,297.24 
CSCO Cisco Systems, Inc.
+1.34%
+$13,204.19 
LAES SEALSQ Corp
+1.29%
+$568.64 
CF CF Industries Holdings, Inc.
+1.16%
+$3,681.84 
AMAT Applied Materials Inc.
+1.15%
+$7,404.32 
GLW Corning Incorporated
+1.11%
+$1,722.24 
NASA Tema Space Innovators ETF
+1.02%
+$1,357.1 
ADI Analog Devices, Inc.
+1%
+$9,603.66 
PHM PulteGroup, Inc.
+0.88%
+$12,144.3 
DY Dycom Industries, Inc.
+0.85%
+$4,961.28 
MSFT Microsoft Corporation Common Stock
+0.71%
+$179,704.16 
DOV Dover Corporation
+0.67%
+$10,756.9 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$203,668.96 
MTUM iShares MSCI USA Momentum Factor ETF
+0.5%
+$148,842.98 
EMR Emerson Electric Co.
+0.48%
+$1,741.76 
VGT Vanguard Information Technology ETF
+0.46%
+$11,039.6 
VRT Vertiv Holdings Co Class A Common Stock
+0.43%
+$609.84 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
+0.41%
+$2,917.76 
GEN Gen Digital Inc.
+0.4%
+$9,247.4 
TRP TC Energy Corporation
+0.39%
+$1,361.28 
GBTC Grayscale Bitcoin Trust ETF
+0.36%
+$23,070.15 
AME AMETEK, Inc.
+0.34%
+$18,409.81 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$840 
IBIT iShares Bitcoin Trust ETF
+0.33%
+$21,979.5 
AVGO Broadcom Inc.
+0.28%
+$43,252.2 
ABBV AbbVie Inc.
+0.26%
+$4,139.1 
ARM Arm Holdings plc ADR
+0.24%
+$5,045.94 
LAUR Laureate Education, Inc.
+0.23%
+$3,085.2 
PSX Phillips 66
+0.22%
+$6,273.54 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$1,952.55 
SPMO Invesco S&P 500 Momentum ETF
+0.15%
+$13,171.84 
MUB iShares National Muni Bond ETF
+0.14%
+$523.6 
TDVI FT Vest Technology Dividend Target Income ETF
+0.11%
+$302.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.11%
+$12,563.2 
TRPA Hartford AAA CLO ETF
+0.08%
+$5,780.58 
MPC Marathon Petroleum Corp.
+0.06%
+$3,300.28 
AVEM Avantis Emerging Markets Equity ETF
+0.05%
+$9,880.84 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$481.92 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1,609.48 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$256.07 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$4,021.01 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$71.96 
BUXX Strive Enhanced Income Short Maturity ETF
+0.03%
+$150.56 
CRAK VanEck Oil Refiners ETF
+0.02%
+$1,723.56 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$6,884.03 
RF Regions Financial Corp.
+0.02%
+$105.24 
GEV GE Vernova Inc.
+0.01%
+$637.03 
NBSD Neuberger Berman Short Duration Income ETF
+0.01%
+$677.02 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 STBF
STBF
0%
$0 
SGHC Super Group (SGHC) Limited
-6.08%
-$64,773.06 
TMUS T-Mobile US Inc.
-5.91%
-$15,036.12 
DG Dollar General Corp.
-5.75%
-$25,264.2 
ACN Accenture plc
-4.8%
-$115,260.77 
AXP American Express Company
-4%
-$9,950.35 
DAL Delta Air Lines, Inc.
-3.65%
-$6,210.61 
HSY The Hershey Company Common Stock
-3.36%
-$18,529.89 
NVS Novartis AG Sponsored ADR
-3.34%
-$21,704.65 
MFC Manulife Financial Corporation
-3.29%
-$9,522 
TGT Target Corp.
-3.06%
-$11,557.92 
HD The Home Depot, Inc.
-3%
-$9,505.62 
CPA Copa Holdings, S.A. Class A Common Stock
-2.92%
-$29,959.76 
LOW Lowe's Companies, Inc.
-2.92%
-$96,887.13 
BKNG Booking Holdings Inc.
-2.88%
-$11,497.94 
PG The Procter & Gamble Company
-2.87%
-$114,106.72 
PEP PepsiCo, Inc.
-2.79%
-$9,928.92 
BLK BlackRock, Inc.
-2.54%
-$29,241.78 
CAT Caterpillar Inc.
-2.52%
-$34,078.52 
TPR Tapestry Inc.
-2.51%
-$14,631.76 
KO The Coca-Cola Company
-2.49%
-$14,022 
AFL Aflac Incorporated
-2.49%
-$23,282.88 
GE General Electric Company
-2.44%
-$4,331.81 
TIGO Millicom International Cellular S.A.
-2.38%
-$25,767.8 
LLY Eli Lilly and Company
-2.35%
-$260,824.11 
MGA Magna International Inc.
-2.32%
-$8,649 
BVN Compañía de Minas Buenaventura S.A.A. ADR
-2.32%
-$5,022.6 
ALL The Allstate Corporation
-2.28%
-$98,632.16 
ULTA Ulta Beauty, Inc.
-2.27%
-$86,668.94 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.24%
-$4,972.32 
UBER Uber Technologies Inc.
-2.2%
-$15,437.12 
CDE Coeur Mining Inc.
-2.2%
-$5,127.05 
BMY Bristol-Myers Squibb Company
-2.15%
-$23,486.22 
MCD McDonald's Corporation
-2.14%
-$10,405.8 
ASM Avino Silver & Gold Mines Ltd.
-2.1%
-$3,035.2 
MA Mastercard Inc. Class A Common Stock
-2.08%
-$26,037.04 
BTI British American Tobacco plc ADR
-2.02%
-$6,607.52 
AER AerCap Holdings N.V.
-2%
-$18,405.22 
MO Altria Group, Inc.
-2%
-$17,577.28 
UNP Union Pacific Corp.
-1.98%
-$10,271.57 
AU AngloGold Ashanti plc
-1.94%
-$4,765.2 
CNA CNA Financial Corporation Common Stock
-1.91%
-$25,762.59 
COF Capital One Financial Corp.
-1.81%
-$5,497.91 
RTX RTX Corporation
-1.77%
-$16,625.62 
DDS Dillard's Inc. Class A Common Stock
-1.75%
-$25,664.14 
JNJ Johnson & Johnson
-1.75%
-$44,075.81 
CW Curtiss-Wright Corporation
-1.74%
-$2,249.44 
KGC Kinross Gold Corporation
-1.74%
-$4,597.8 
ORLY O'Reilly Automotive Inc.
-1.73%
-$13,627.68 
GDX VanEck Gold Miners ETF
-1.69%
-$4,255.92 
JPM JPMorgan Chase & Co.
-1.69%
-$122,137.26 
CP Canadian Pacific Kansas City Ltd.
-1.57%
-$6,865.65 
CRM Salesforce, Inc.
-1.56%
-$55,056.16 
MKL Markel Group Inc.
-1.55%
-$19,857.6 
V Visa Inc. Class A
-1.53%
-$45,772.23 
URI United Rentals Inc.
-1.51%
-$31,989.92 
MRK Merck & Co., Inc.
-1.51%
-$43,414.52 
PFE Pfizer Inc.
-1.46%
-$4,933.27 
ITW Illinois Tool Works Inc.
-1.45%
-$3,288.6 
ITIC Investors Title Company
-1.41%
-$2,980.04 
WMT Walmart Inc.
-1.41%
-$38,260.2 
AEP American Electric Power Company, Inc.
-1.39%
-$5,751.73 
GS The Goldman Sachs Group, Inc.
-1.36%
-$59,742.03 
VZ Verizon Communications Inc.
-1.35%
-$17,514.93 
COST Costco Wholesale Corp
-1.31%
-$71,315.25 
EIX Edison International
-1.29%
-$2,613 
COIN Coinbase Global Inc. Class A Common Stock
-1.27%
-$8,718.23 
TJX The TJX Companies, Inc.
-1.25%
-$6,526.8 
AMGN Amgen Inc. Common Stock
-1.25%
-$20,476.97 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.2%
-$4,759.9 
DHR Danaher Corp.
-1.19%
-$10,855.88 
PGR The Progressive Corporation
-1.16%
-$16,068.06 
UPS United Parcel Service, Inc. Class B Common Stock
-1.14%
-$4,218.92 
NFLX Netflix Inc.
-1.14%
-$8,944.42 
WFC Wells Fargo & Company
-1.11%
-$5,968.04 
SCHW The Charles Schwab Corporation
-1.1%
-$2,688.62 
OTTR Otter Tail Corporation
-1.09%
-$2,799.72 
SOFI SoFi Technologies, Inc.
-1.08%
-$96,042.56 
UBS UBS Group AG
-1.07%
-$2,330 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$33,778.53 
RY Royal Bank of Canada
-1.04%
-$3,658.2 
BRK-B Berkshire Hathaway Inc.
-0.96%
-$48,700.56 
LAMR Lamar Advertising Company Class A
-0.95%
-$2,976.87 
SPGI S&P Global Inc.
-0.93%
-$5,851.91 
TSLA Tesla, Inc.
-0.93%
-$130,562.32 
BAP Credicorp Ltd.
-0.92%
-$14,918.04 
PM Philip Morris International Inc.
-0.92%
-$3,161.67 
ETR Entergy Corporation Common Stock
-0.9%
-$1,955.52 
BAC Bank of America Corporation
-0.86%
-$2,658.49 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$4,451.7 
DUK Duke Energy Corporation
-0.8%
-$26,923 
SPHQ Invesco S&P 500 Quality ETF
-0.78%
-$73,290.1 
OMC Omnicom Group Inc.
-0.76%
-$2,397.78 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.76%
-$290,072.42 
UNH UnitedHealth Group Inc.
-0.75%
-$17,091.25 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.73%
-$13,242.58 
BBCA JPMorgan BetaBuilders Canada ETF
-0.73%
-$2,229.21 
JHMM John Hancock Multifactor Mid Cap ETF
-0.72%
-$4,131.88 
FENI Fidelity Enhanced International ETF
-0.72%
-$50,736.27 
JEPI JPMorgan Equity Premium Income ETF
-0.72%
-$2,664.18 
MRP Millrose Properties, Inc.
-0.71%
-$1,373.26 
BBJP JPMorgan BetaBuilders Japan ETF
-0.69%
-$2,451.78 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.69%
-$539,116.61 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.69%
-$700.96 
VTV Vanguard Morningstar Value ETF
-0.68%
-$7,108.38 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
-0.67%
-$16,224.2 
META Meta Platforms Inc Class A
-0.67%
-$92,611.73 
VONV Vanguard Russell 1000 Value ETF
-0.65%
-$1,657.6 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$51,224.83 
IDEV iShares Core MSCI International Developed Markets ETF
-0.65%
-$145,981 
PHYS Sprott Physical Gold Trust
-0.64%
-$3,701.1 
GOOGL Alphabet Inc
-0.63%
-$110,554.45 
CGUS Capital Group Core Equity ETF
-0.63%
-$2,258.48 
ELV Elevance Health, Inc.
-0.63%
-$13,581.72 
DIS The Walt Disney Company
-0.62%
-$2,898.96 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.62%
-$240,559.95 
O Realty Income Corp.
-0.61%
-$13,581.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.61%
-$1,452.02 
IWD iShares Russell 1000 Value ETF
-0.61%
-$3,562.87 
VFLO VictoryShares Free Cash Flow ETF
-0.61%
-$2,614.32 
IWS iShares Russell Mid-Cap Value ETF
-0.6%
-$1,642.27 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.6%
-$1,610.29 
AAPL Apple Inc.
-0.59%
-$158,677.92 
DNP DNP Select Income Fund Inc.
-0.59%
-$764.76 
DGT State Street SPDR Global Dow ETF
-0.59%
-$1,344 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.59%
-$1,456.64 
JAVA JPMorgan Active Value ETF
-0.58%
-$264,968.64 
RWR State Street SPDR Dow Jones REIT ETF
-0.58%
-$2,801.16 
SPG Simon Property Group Inc.
-0.57%
-$1,752.02 
PPA Invesco Aerospace & Defense ETF
-0.57%
-$4,281.63 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$3,127.59 
VB Vanguard Small-Cap ETF
-0.57%
-$3,403.32 
CGDV Capital Group Dividend Value ETF
-0.56%
-$89,607.1 
WELL Welltower Inc.
-0.55%
-$1,521 
PLD Prologis, Inc.
-0.55%
-$1,753.98 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.55%
-$774.3 
AUGO Aura Minerals Inc.
-0.54%
-$1,807.08 
SPY State Street SPDR S&P 500 ETF Trust
-0.51%
-$15,499.9 
HDV iShares Core High Dividend ETF
-0.49%
-$1,307.25 
AMZN Amazon.com Inc
-0.49%
-$77,595.78 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.49%
-$66,005.76 
CGGO Capital Group Global Growth Equity ETF
-0.48%
-$23,787.36 
VTI Vanguard Total Stock Market ETF
-0.48%
-$5,371.17 
CATH Global X S&P 500 Catholic Values ETF
-0.47%
-$4,349.88 
IVV iShares Core S&P 500 ETF
-0.46%
-$5,126.03 
VEA Vanguard FTSE Developed Markets ETF
-0.46%
-$2,017.92 
VOO Vanguard S&P 500 ETF
-0.46%
-$5,559.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$82,805.65 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$2,181.52 
GOOG Alphabet Inc
-0.44%
-$9,616.27 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.43%
-$171,710.74 
LIN Linde plc
-0.43%
-$9,875.35 
IJR iShares Core S&P Small-Cap ETF
-0.43%
-$47,549.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.41%
-$13,236.69 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.41%
-$164,107.2 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.41%
-$1,325.4 
CNP CenterPoint Energy, Inc.
-0.4%
-$1,336.17 
NEE NextEra Energy Inc.
-0.37%
-$3,252.82 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.36%
-$10,896 
NVDA NVIDIA Corporation
-0.34%
-$80,009.19 
TLT iShares 20+ Year Treasury Bond ETF
-0.33%
-$3,744.63 
FLCO Franklin Investment Grade Corporate ETF
-0.32%
-$120,761.16 
VUG Vanguard Morningstar Growth ETF
-0.31%
-$8,772.03 
SPEM SPDR Portfolio Emerging Markets ETF
-0.29%
-$2,800.24 
GARP iShares MSCI USA Quality GARP ETF
-0.29%
-$1,241.54 
ETN Eaton Corporation plc
-0.28%
-$629.19 
CGGR Capital Group Growth ETF
-0.28%
-$1,047.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.27%
-$3,165.36 
CGCP Capital Group Core Plus Income ETF
-0.26%
-$78,955.63 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.24%
-$237,124.59 
IUSG iShares Core S&P U.S. Growth ETF
-0.24%
-$676.34 
PSA Public Storage
-0.23%
-$601.2 
IGEB iShares Investment Grade Systematic Bond ETF
-0.22%
-$5,772.96 
WINN Harbor Long-Term Growers ETF
-0.21%
-$28,207.62 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.21%
-$8,963.83 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.2%
-$23,822.08 
SPHY SPDR Portfolio High Yield Bond ETF
-0.2%
-$8,591.67 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.2%
-$1,358.85 
HTHT H World Group Limited ADR
-0.19%
-$2,030.58 
TFC Truist Financial Corporation
-0.19%
-$682.2 
DLR Digital Realty Trust Inc.
-0.18%
-$1,105.93 
BND Vanguard Total Bond Market ETF
-0.17%
-$374.25 
FLCB Franklin U.S. Core Bond ETF
-0.17%
-$842.52 
MSI Motorola Solutions, Inc.
-0.15%
-$3,739.4 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.14%
-$34,988.87 
DE Deere & Company
-0.14%
-$2,947.05 
VLO Valero Energy Corporation
-0.12%
-$630.17 
VONG Vanguard Russell 1000 Growth ETF
-0.12%
-$326.7 
XOVR ERShares Private-Public Crossover ETF
-0.1%
-$584 
GRMN Garmin Ltd.
-0.09%
-$348.83 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$346.55 
ARKK ARK Innovation ETF
-0.09%
-$501.76 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.07%
-$1,062.54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$2,894.16 
HERD Pacer Cash Cows Fund of Funds ETF
-0.02%
-$156.32 
IBM International Business Machines Corporation
-0.01%
-$109.86 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$20.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1891 | Longs Won 1253/1891 66% | Profit Factor 4.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $501,051.91 |
| Average Win $175,375.34 | Best Trade (Oct 15) $8.14M | Sharpe Ratio -9.5 |
| Average Loss -$69,705.08 | Worst Trade (Oct 15) -$2.23M | Z-Score 9.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $92,688.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 76,656 | $19.09M | $26.53M | - | $7.44M | 38.97% | -0.594% |
| ABBV AbbVie Inc. | 5,670 | $1.29M | $1.62M | - | $326,425.1 | 25.21% | +0.256% |
| ACN Accenture plc | 9,284 | $1.84M | $2.29M | - | $444,172.85 | 24.1% | -4.798% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 4,418 | $336,254 | $324,060.3 | - | -$12,193.7 | -3.63% | -0.407% |
| ADI Analog Devices, Inc. | 2,488 | $778,055.19 | $969,374.56 | - | $191,319.37 | 24.59% | +1.001% |
| AEP American Electric Power Company, Inc. | 3,169 | $424,191.74 | $408,246.42 | - | -$15,945.32 | -3.76% | -1.389% |
| AER AerCap Holdings N.V. | 6,218 | $879,520.26 | $899,868.96 | - | $20,348.7 | 2.31% | -2.004% |
| AFL Aflac Incorporated | 7,584 | $776,794.54 | $911,596.8 | - | $134,802.26 | 17.35% | -2.49% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,000 | $262,440 | $249,120 | - | -$13,320 | -5.08% | +0.338% |
| ALL The Allstate Corporation | 16,689 | $3.36M | $4.23M | - | $867,039.69 | 25.82% | -2.281% |
| AM Antero Midstream Corporation Common Stock | 20,414 | $430,297.13 | $427,775.37 | - | -$2,521.76 | -0.59% | +1.674% |
| AMAT Applied Materials Inc. | 1,710 | $834,887.38 | $649,646.1 | - | -$185,241.28 | -22.19% | +1.153% |
| AMD Advanced Micro Devices Inc. | 3,850 | $1.47M | $1.98M | - | $512,482.47 | 34.86% | +1.384% |
| AME AMETEK, Inc. | 22,589 | $4.64M | $5.41M | - | $769,205.72 | 16.56% | +0.341% |
| AMGN Amgen Inc. Common Stock | 3,673 | $1.2M | $1.62M | - | $424,675.16 | 35.46% | -1.246% |
| AMT American Tower Corporation | 1,638 | $267,955 | $307,894.86 | - | $39,939.86 | 14.91% | +3.525% |
| AMZN Amazon.com Inc | 63,086 | $13.57M | $15.72M | - | $2.15M | 15.84% | -0.491% |
| APH Amphenol Corp. Class A Common Stock | 12,640 | $258,871.58 | $936,876.8 | - | $678,005.22 | 261.91% | +1.437% |
| ARKK ARK Innovation ETF | 7,168 | $447,433.09 | $586,270.72 | - | $138,837.63 | 31.03% | -0.086% |
| ARM Arm Holdings plc ADR | 9,894 | $2.13M | $2.08M | - | -$43,127.2 | -2.03% | +0.243% |
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FAQ
Which stocks have generated the highest profits for Cathleen Wrisberg?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 Value ETF - $10.97M, Tesla, Inc - $8M, State Street SPDR S&P 400 Mid Cap Growth ETF - $6.78M, State Street SPDR S&P 400 Mid Cap Value ETF - $6.18M, and State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $4.14M. 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: Novo Nordisk A/S Sponsored ADR - $1.17M, Fiserv, Inc - $957,179.71, SoFi Technologies, Inc - $884,344.6, ServiceNow Inc - $774,119.21, and Intuit Inc - $692,604.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cathleen Wrisberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.46M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $4.14M, State Street SPDR Portfolio Aggregate Bond ETF - $3.23M, State Street SPDR Portfolio S&P 500 Value ETF - $2.53M, State Street SPDR S&P 400 Mid Cap Value ETF - $1.83M, and State Street SPDR S&P 600 Small Cap Value ETF - $1.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathleen Wrisberg's monthly returns?
Cathleen Wrisberg's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Cathleen Wrisberg's strategy be considered aggressive or moderate?
Cathleen Wrisberg'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 Cathleen Wrisberg's strategy?
Cathleen Wrisberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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