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:
30.22%
Gain 0%
Monthly
1.7%
Yearly
22.49%
Drawdown
11.25%
$175.82M
Equity
Holdings
$175.82M
Investment
$145.78M
$35.59M
Profit -$6,300.87
Realized
$5.55M
Unrealized
$30.04M
Dividends
$3.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$6,300.87
Win %
79%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$6,300.87
Win %
79%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.04M
Win %
79%
This Year
Compared to last year
Gain
11.22%
Profit
$17.66M
Win %
77%
ORCL Oracle Corporation
+1.77%
+$5,599 
AAPL Apple Inc.
+0.14%
+$2,145.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$4,739.98 
IUSB iShares Core Universal USD Bond ETF
+0.04%
+$164.82 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
GOOG Alphabet Inc
-2.17%
-$5,152.3 
VUG Vanguard Growth ETF
-1.49%
-$197,996.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$246,646.1 
AMD Advanced Micro Devices, Inc.
-1.03%
-$6,785.79 
IVV iShares Core S&P 500 ETF
-1.02%
-$133,418.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.01%
-$282,567.88 
VT Vanguard Total World Stock ETF
-0.86%
-$21,691.8 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$57,936.88 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$110,088 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$228,641.67 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.51%
-$101,995.84 Events
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Dividends
Dividend Analysis
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| Trades 42 | Longs Won 33/42 78% | Profit Factor 313.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $1.08M | Best Trade (Jul 19) $7.4M | Sharpe Ratio -42.56 |
| Average Loss -$12,644.79 | Worst Trade (Jul 19) -$52,459.68 | Z-Score 6.74 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $847,395.1 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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