Caleb Pearson Portfolio
Invests via Compass Financial Services Inc. | Managed by Caleb Pearson
Invests via Compass Financial Services Inc.
Managed by Caleb Pearson
Automatically Tracked
Works across early-stage consumer tech and fintech, sourcing pre-seed to Series A equity and advising founders on product-market fit, unit economics, and fundraising cadence. Caleb Pearson combines operating experience at growth-stage startups with active angel and seed investing, deploying capital alongside syndicates and micro-VCs and often taking board observer roles to influence KPI-driven scaling. Prior work includes product leadership and cross-functional growth roles; engagement style emphasizes tight runway management and repeatable growth levers attractive to institutional follow-on investors.
Works across early-stage consumer tech and fintech, sourcing pre-seed to Series A equity and advising founders on product-market fit, unit economics, and fundraising cadence. Caleb Pearson combines operating experience at growth-stage startups with active angel and seed investing, deploying capital alongside syndicates and micro-VCs and often taking board observer roles to influence KPI-driven scaling. Prior work includes product leadership and cross-functional growth roles; engagement style emphasizes tight runway management and repeatable growth levers attractive to institutional follow-on investors.
Investment Philosophy & Strategy
Focuses on early‑stage consumer technology and fintech, deploying angel and seed capital into pre‑seed through Series A rounds with a bias toward businesses demonstrating repeatable unit economics and defensible product-market fit. Prefers syndicate and micro‑VC co-investments, often taking board observer roles to drive KPI discipline, runway optimization and prioritised growth levers. Underwrites deals by stress‑testing unit economics, CAC payback and capital efficiency; favours milestone‑based tranches and clear paths to institutional follow‑on. Investment horizon targets rapid scale to Series A and selective participation in follow‑on rounds where operational playbooks accelerate retention and monetisation.
Focuses on early‑stage consumer technology and fintech, deploying angel and seed capital into pre‑seed through Series A rounds with a bias toward businesses demonstrating repeatable unit economics and defensible product-market fit. Prefers syndicate and micro‑VC co-investments, often taking board observer roles to drive KPI discipline, runway optimization and prioritised growth levers. Underwrites deals by stress‑testing unit economics, CAC payback and capital efficiency; favours milestone‑based tranches and clear paths to institutional follow‑on. Investment horizon targets rapid scale to Series A and selective participation in follow‑on rounds where operational playbooks accelerate retention and monetisation.
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:
0.97%
Gain
Monthly
0.05%
Yearly
0.63%
Drawdown
18.04%
$256.03M
Equity
Holdings
$256.03M
Investment
$217.94M
$39.84M
Profit -$1.06M
Realized
$1.76M
Unrealized
$38.09M
Dividends
$11.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.06M
Win %
92%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.42M
Win %
92%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.1M
Win %
92%
This Year
Compared to last year
Gain
10.9%
Profit
$25.16M
Win %
81%
ABBV AbbVie Inc.
+4.01%
+$12,058.74 
KO The Coca-Cola Company
+2.83%
+$6,463.42 
HDV iShares Core High Dividend ETF
+2.4%
+$11,075.58 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.25%
+$185,937.75 
CASY Casey's General Stores Inc.
+2.16%
+$59,680.32 
WMT Walmart Inc.
+2.12%
+$8,876.46 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.91%
+$247,339.2 
DIVB iShares Core Dividend ETF
+1.85%
+$133,555.44 
AAPL Apple Inc.
+1.46%
+$28,358.72 
MSFT Microsoft Corp.
+1.15%
+$8,998.3 
XOM Exxon Mobil Corporation
+1.02%
+$2,753.31 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$8,588 
DE Deere & Company
+0.83%
+$4,299.28 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$2,000.28 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$3,054.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$3,387.71 
VLU SPDR S&P 1500 Value Tilt ETF
+0.6%
+$68,162.55 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$3,901.18 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.52%
+$17,046.8 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.5%
+$18,441.54 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$7,878.31 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$5,171.04 
WFC Wells Fargo & Company
+0.22%
+$831.67 
XMHQ Invesco S&P MidCap Quality ETF
+0.11%
+$257.16 
RDVI FT Vest Rising Dividend Achievers Fund
+0.07%
+$3,051.28 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$194.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$574.75 
GOOGL Alphabet Inc
-4.78%
-$35,756.49 
SLV iShares Silver Trust
-3.93%
-$9,917.9 
SPMO Invesco S&P 500 Momentum ETF
-3.57%
-$473,588.16 
AIQ Global X Artificial Intelligence & Technology ETF
-3.32%
-$13,556.34 
NVDA NVIDIA Corporation
-2.98%
-$7,905.98 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$10,194.32 
IWY iShares Russell Top 200 Growth ETF
-2.36%
-$23,426.7 
GLDM SPDR Gold MiniShares Trust
-2.03%
-$3,608.82 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.02%
-$130,179.06 
QQQM Invesco NASDAQ 100 ETF
-2.01%
-$342,226.23 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$72,221.2 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.89%
-$70,316.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$230,658.83 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.3%
-$4,036.89 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$6,021.56 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$10,805.31 
VOO Vanguard S&P 500 ETF
-0.84%
-$10,283.94 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.83%
-$348,456.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$2,044 
PCEF Invesco CEF Income Composite ETF
-0.63%
-$1,690.93 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.5%
-$33,192.84 
WTPI WisdomTree Equity Premium Income Fund
-0.48%
-$25,427.68 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$8,484.75 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.22%
-$5,441.09 
GFEB FT VEST US Equity Moderate Fund
-0.21%
-$617.78 
XYLD Global X S&P 500 Covered Call ETF
-0.19%
-$11,297.12 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$19,348.04 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$1,306.74 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,998.23 Events
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Dividends
Dividend Analysis
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| Trades 989 | Longs Won 619/989 62% | Profit Factor 30.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,755.74 |
| Average Win $66,523.98 | Best Trade (Jul 14) $8.64M | Sharpe Ratio -77.46 |
| Average Loss -$3,605.28 | Worst Trade (Jun 30) -$513,470.79 | Z-Score -0.93 (64.65%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy $40,287.55 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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Returns
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