GE
Gregory Estes Portfolio
Invests via CBM Financial LLC | Managed by Gregory Estes
Invests via CBM Financial LLC
Managed by Gregory Estes
Automatically Tracked
Seasoned growth-stage investor and operator focused on technology and fintech sectors, Gregory Estes has led early investments and board-level engagements across software and payments companies. He brings operating experience from senior product and strategy roles at scaling firms and prior startup leadership, and is active in seed-to-Series B deal sourcing, diligence and go-to-market advisement. Known for strategic commercialization and recruiting support, he holds an MBA and undergraduate degrees in business and engineering from leading universities.
Seasoned growth-stage investor and operator focused on technology and fintech sectors, Gregory Estes has led early investments and board-level engagements across software and payments companies. He brings operating experience from senior product and strategy roles at scaling firms and prior startup leadership, and is active in seed-to-Series B deal sourcing, diligence and go-to-market advisement. Known for strategic commercialization and recruiting support, he holds an MBA and undergraduate degrees in business and engineering from leading universities.
Investment Philosophy & Strategy
Focuses on thesis-driven, growth-stage technology and fintech opportunities, deploying seed-to-Series B capital paired with hands-on operating support. Prioritizes companies with product-market fit, fast unit-economics improvement paths and defensible go-to-market differentiation. Investment decisions emphasize commercialization velocity, leadership hiring, and measurable traction; time horizon typically medium-term growth scaling. Risk discipline centers on concentrated, board-level engagement and staged capital tranches tied to operational milestones.
Focuses on thesis-driven, growth-stage technology and fintech opportunities, deploying seed-to-Series B capital paired with hands-on operating support. Prioritizes companies with product-market fit, fast unit-economics improvement paths and defensible go-to-market differentiation. Investment decisions emphasize commercialization velocity, leadership hiring, and measurable traction; time horizon typically medium-term growth scaling. Risk discipline centers on concentrated, board-level engagement and staged capital tranches tied to operational milestones.
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:
32.88%
Gain +0.56%
Monthly
1.57%
Yearly
20.6%
Drawdown
11.25%
$171.52M
Equity
Holdings
$171.52M
Investment
$140.52M
$38.62M
Profit +$835,000.96
Realized
$7.63M
Unrealized
$31M
Dividends
$4.23M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$835,000.96
Win %
71%
This Week
Compared To Last Week
Gain
0.92%
Profit
$1.56M
Win %
71%
This Month
Compared to last month
Gain
1.7%
Profit
$2.86M
Win %
71%
This Year
Compared to last year
Gain
2.65%
Profit
$4.29M
Win %
72%
ORCL Oracle Corporation
+2.52%
+$7,969.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.87%
+$154,570.2 
VUG Vanguard Growth ETF
+0.8%
+$17,891.77 
IVV iShares Core S&P 500 ETF
+0.69%
+$90,999.98 
VOO Vanguard S&P 500 ETF
+0.68%
+$6,347.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.67%
+$196,278.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$7,241.89 
VT Vanguard Total World Stock ETF
+0.53%
+$13,230.84 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$91,520.62 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$90,112.6 
IEFA iShares Core MSCI EAFE ETF
+0.31%
+$141,936.02 
AGG iShares Core U.S. Aggregate Bond ETF
+0.3%
+$19,829.6 
IUSB iShares Core Universal USD Bond ETF
+0.3%
+$1,062.23 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$4,002.45 
AAPL Apple Inc.
+0.02%
+$291.58 
IJR iShares Core S&P Small-Cap ETF
-0.09%
-$6,675.84 Events
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Dividends
Dividend Analysis
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| Trades 58 | Longs Won 44/58 75% | Profit Factor 96.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $886,988.71 | Best Trade (Sep 03) $9.15M | Sharpe Ratio -50.8 |
| Average Loss -$28,757.38 | Worst Trade (Oct 01) -$215,515.8 | Z-Score 3.37 (99.93%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $665,946.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,166 | $914,837.22 | $1.39M | - | $472,274.14 | 51.62% | +0.021% |
| AGG iShares Core U.S. Aggregate Bond ETF | 70,820 | $6.93M | $6.69M | - | -$247,465.44 | -3.57% | +0.297% |
| IEFA iShares Core MSCI EAFE ETF | 465,364 | $36.82M | $45.34M | - | $8.51M | 23.12% | +0.314% |
| IJH iShares Core S&P Mid-Cap ETF | 244,055 | $14.99M | $18.07M | - | $3.08M | 20.57% | +0.509% |
| IJR iShares Core S&P Small-Cap ETF | 51,351 | $5.64M | $7.13M | - | $1.49M | 26.44% | -0.094% |
| IUSB iShares Core Universal USD Bond ETF | 8,171 | $373,441.52 | $359,932.55 | - | -$13,508.97 | -3.62% | +0.296% |
| IVV iShares Core S&P 500 ETF | 16,855 | $9.65M | $13.21M | - | $3.56M | 36.87% | +0.694% |
| ORCL Oracle Corporation | 2,220 | $310,378.2 | $324,275.4 | - | $13,897.2 | 4.48% | +2.52% |
| SPYG SPDR Portfolio S&P 500 Growth ETF | 141,160 | $11.52M | $17.9M | - | $6.38M | 55.36% | +0.871% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 321,768 | $25.95M | $29.55M | - | $3.6M | 13.85% | +0.669% |
| SPYV SPDR Portfolio S&P 500 Value ETF | 323,913 | $17.1M | $20.09M | - | $2.99M | 17.46% | +0.451% |
| VGSH Vanguard Short-Term Treasury Fund | 80,049 | $4.71M | $4.6M | - | -$103,268.64 | -2.19% | +0.087% |
| VOO Vanguard S&P 500 ETF | 1,321 | $902,468 | $947,322.12 | - | $44,854.12 | 4.97% | +0.675% |
| VT Vanguard Total World Stock ETF | 15,751 | $1.85M | $2.54M | - | $688,975.17 | 37.32% | +0.525% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 2,968 | $1.09M | $1.14M | - | $47,576.72 | 4.37% | +0.641% |
| VUG Vanguard Growth ETF | 24,178 | $1.76M | $2.24M | - | $483,560 | 27.47% | +0.804% |
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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 Gregory Estes?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.43M, Vanguard Growth ETF - $2.07M, iShares Core MSCI EAFE ETF - $1.85M, SPDR Portfolio S&P 500 Value ETF - $443,553.79, and iShares Core U.S. Aggregate Bond ETF - $379,299.5. 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: Advanced Micro Devices, Inc - $23,144.61 and Alphabet Inc - $11,155.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory Estes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.23M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $1.85M, SPDR Portfolio S&P 500 Value ETF - $443,553.79, iShares Core S&P 500 ETF - $401,651.53, iShares Core U.S. Aggregate Bond ETF - $379,299.5, and iShares Core S&P Mid-Cap ETF - $317,132.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory Estes's monthly returns?
Gregory Estes's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gregory Estes's strategy be considered aggressive or moderate?
Gregory Estes's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gregory Estes's strategy?
Gregory Estes'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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