Gregory Estes Portfolio

Invests via CBM Financial LLC | Managed by Gregory Estes

Invests via CBM Financial LLC

Managed by Gregory Estes

Automatically Tracked

Tracking: 0 Updated: 8 hours ago

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.

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:

22.17%

Gain -0.64%

Monthly

1.43%

Yearly

18.57%

Drawdown

14.75%

$177.66M

Equity

Holdings

$177.66M

Investment

$148.86M

$33.01M

Profit -$1.2M

Realized

$4.22M

Unrealized

$28.79M

Dividends

$2.77M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.64%

Profit

-$1.2M

Win %

81%

This Week

Compared To Last Week

Gain

-0.31%

Profit

-$549,933.31

Win %

81%

This Month

Compared to last month

Gain

-0.31%

Profit

-$549,933.31

Win %

81%

This Year

Compared to last year

Gain

-10.91%

Profit

-$10.04M

Win %

82%

Gainers
Losers

AMD Advanced Micro Devices, Inc.

+4.02%

+$27,483.8

ORCL Oracle Corporation

-5.76%

-$35,833.6

AAPL Apple Inc.

-1.57%

-$22,076.86

VUG Vanguard Growth ETF

-1.22%

-$168,834.6

SPYG SPDR Portfolio S&P 500 Growth ETF

-0.96%

-$166,806.9

IJR iShares Core S&P Small-Cap ETF

-0.9%

-$64,035.72

VT Vanguard Total World Stock ETF

-0.86%

-$22,093.66

IEFA iShares Core MSCI EAFE ETF

-0.81%

-$358,653.6

GOOG Alphabet Inc

-0.76%

-$1,815.7

IVV iShares Core S&P 500 ETF

-0.71%

-$93,739.07

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.68%

-$193,670.12

SPYV SPDR Portfolio S&P 500 Value ETF

-0.38%

-$73,309.51

AGG iShares Core U.S. Aggregate Bond ETF

-0.19%

-$12,865.66

IUSB iShares Core Universal USD Bond ETF

-0.17%

-$659.28

IJH iShares Core S&P Mid-Cap ETF

-0.09%

-$15,901.6

VGSH Vanguard Short-Term Treasury Fund

-0.03%

-$1,530.9

Events

Dividends

Dividend Analysis

No Data

Trades 42	Longs Won 34/42 80%	Profit Factor 474.16
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.45M
Average Win $972,976.9	Best Trade (May 29) $6.38M	Sharpe Ratio -20.79
Average Loss -$8,720.97	Worst Trade (May 19) -$121,357.11	Z-Score 7.49 (100%)
Commissions $0	Avg. Trade Length 7m 1w 4d	Expectancy $785,986.83

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	20,408	18,367	16,327	14,286	12,245	10,204	8,163	6,122	4,082	2,041