Alison Gould Portfolio
Invests via Persium Advisors, LLC | Managed by Persium Advisors, LLC
Invests via Persium Advisors, LLC
Managed by Persium Advisors, LLC
Automatically Tracked
Alison Gould Profile
Senior investor and board member with experience in venture capital, growth equity, and consumer tech. Alison Gould has led investments in early-stage software and healthcare startups, focusing on go-to-market scaling and founder support. Known for operating background in product and commercial roles, she combines portfolio company board-level stewardship with deal sourcing and due diligence. Often cited for emphasis on unit economics, customer retention, and pragmatic growth strategies.
Senior investor and board member with experience in venture capital, growth equity, and consumer tech. Alison Gould has led investments in early-stage software and healthcare startups, focusing on go-to-market scaling and founder support. Known for operating background in product and commercial roles, she combines portfolio company board-level stewardship with deal sourcing and due diligence. Often cited for emphasis on unit economics, customer retention, and pragmatic growth strategies.
Investment Philosophy & Strategy
Combines a founder‑centric, growth-stage playbook with early-stage venture discipline, prioritizing capital-efficient SaaS, consumer tech and healthcare businesses with demonstrable unit economics. Emphasizes repeatable go‑to‑market motion, customer retention and payback metrics when underwriting opportunities, and prefers active board stewardship and founder partnership to de-risk scaling execution. Allocates follow‑on capital selectively to accelerate revenue expansion while protecting margin profile; time horizon is multi-year growth realization with tight risk controls around churn, CAC payback and capital productivity.
Combines a founder‑centric, growth-stage playbook with early-stage venture discipline, prioritizing capital-efficient SaaS, consumer tech and healthcare businesses with demonstrable unit economics. Emphasizes repeatable go‑to‑market motion, customer retention and payback metrics when underwriting opportunities, and prefers active board stewardship and founder partnership to de-risk scaling execution. Allocates follow‑on capital selectively to accelerate revenue expansion while protecting margin profile; time horizon is multi-year growth realization with tight risk controls around churn, CAC payback and capital productivity.
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:
1.03%
Gain
Monthly
0.06%
Yearly
0.67%
Drawdown
26.25%
$143.95M
Equity
Holdings
$143.95M
Investment
$110.48M
$34.57M
Profit -$560,968.82
Realized
$1.09M
Unrealized
$33.47M
Dividends
$3.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$560,968.82
Win %
70%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.12M
Win %
70%
This Month
Compared to last month
Gain
-0.48%
Profit
-$699,245.35
Win %
70%
This Year
Compared to last year
Gain
13.34%
Profit
$16.95M
Win %
70%
ABT Abbott Laboratories
+10.47%
+$73,563.84 
UNP Union Pacific Corporation
+3.56%
+$32,104.02 
MDT Medtronic plc
+3.48%
+$26,224.8 
IBM International Business Machines Corporation
+3.11%
+$24,685.28 
HMC Honda Motor Co., Ltd.
+2.96%
+$25,200.45 
CRM Salesforce Inc
+2.93%
+$18,063.66 
T AT&T Inc.
+2.89%
+$26,060.11 
PSX Phillips 66
+2.86%
+$16,294.73 
MCD McDonald's Corporation
+2.63%
+$16,268 
VZ Verizon Communications Inc.
+2.63%
+$23,107.5 
MRSH Marsh & McLennan Companies, Inc.
+2.6%
+$18,535.26 
KO The Coca-Cola Company
+2.58%
+$6,752.1 
LOW Lowe's Companies Inc.
+2.27%
+$13,508.64 
V Visa Inc. Class A
+2%
+$16,459.63 
UNH UnitedHealth Group Incorporated
+2%
+$26,509.56 
WMT Walmart Inc.
+1.99%
+$18,242.07 
SYY Sysco Corporation
+1.73%
+$12,800.2 
AAPL Apple Inc.
+1.68%
+$33,895.26 
MSFT Microsoft Corp.
+1.63%
+$20,685.28 
BUD Anheuser-Busch InBev S.A. ADR
+1.5%
+$13,013.55 
MET MetLife Inc.
+1.25%
+$13,425.1 
HD The Home Depot, Inc.
+1.22%
+$25,779.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.09%
+$3,270.25 
DUK Duke Energy Corporation
+1.09%
+$9,898.2 
PFE Pfizer Inc.
+0.99%
+$8,299.86 
LLY Eli Lilly and Company
+0.92%
+$3,345.3 
HON Honeywell International Inc.
+0.92%
+$4,004.52 
XOM Exxon Mobil Corporation
+0.9%
+$9,360.19 
COP ConocoPhillips
+0.85%
+$5,413.1 
CVS CVS Health Corporation
+0.81%
+$8,213.44 
GD General Dynamics Corporation
+0.79%
+$6,803.06 
IWD iShares Russell 1000 Value ETF
+0.68%
+$2,093.28 
BKNG Booking Holdings Inc.
+0.56%
+$4,309.5 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$3,243.69 
TEX Terex Corporation
+0.14%
+$414.45 
NFLX Netflix, Inc.
+0.1%
+$657.65 
BHP BHP Group Ltd.
-5.45%
-$72,178.74 
LRCX Lam Research Corporation
-5.16%
-$65,867.02 
AVGO Broadcom Inc.
-4.59%
-$46,842.8 
GOOG Alphabet Inc
-4.46%
-$21,456.74 
GOOGL Alphabet Inc
-4.43%
-$47,445.87 
DELL Dell Technologies Inc.
-4.27%
-$136,407.06 
NVDA NVIDIA Corporation
-2.84%
-$8,538.48 
AMAT Applied Materials, Inc.
-2.83%
-$40,360.36 
META Meta Platforms Inc Class A
-2.72%
-$24,149.03 
CSCO Cisco Systems, Inc.
-2.19%
-$31,492.3 
IWY iShares Russell Top 200 Growth ETF
-2.19%
-$5,306.58 
IWF iShares Russell 1000 Growth ETF
-2.17%
-$16,894.72 
TTE TotalEnergies SE
-1.69%
-$17,235.28 
AMZN Amazon.com Inc
-1.32%
-$15,704.45 
SCHF Schwab International Equity ETF
-1.31%
-$494,801.89 
RTX RTX Corporation
-1.27%
-$11,661.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$5,360.44 
JPM JPMorgan Chase & Co.
-1.06%
-$13,069.18 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$275,740.14 
PANW Palo Alto Networks, Inc.
-0.81%
-$13,306.65 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$1,948.32 
IWM iShares Russell 2000 ETF
-0.34%
-$966.96 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$37,288.17 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$134.52 Events
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Dividends
Dividend Analysis
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| Trades 312 | Longs Won 210/312 67% | Profit Factor 15.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $736,745.61 |
| Average Win $176,291.16 | Best Trade (Jul 14) $10.86M | Sharpe Ratio -11.65 |
| Average Loss -$24,077.27 | Worst Trade (Jul 14) -$318,517.41 | Z-Score 6.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $110,786.1 |
| 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% | 0.21% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
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