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:
38.21%
Gain +0.11%
Monthly
1.52%
Yearly
19.83%
Drawdown
14.92%
$192.05M
Equity
Holdings
$192.05M
Investment
$158.07M
$37.66M
Profit +$153,238.53
Realized
$3.68M
Unrealized
$33.98M
Dividends
$4.4M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$153,238.53
Win %
76%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.16M
Win %
76%
This Month
Compared to last month
Gain
0.56%
Profit
$1.07M
Win %
76%
This Year
Compared to last year
Gain
0.34%
Profit
$643,723.9
Win %
75%
INBX Inhibrx Biosciences, Inc.
+5.95%
+$24,722.59 
AON Aon plc
+4.61%
+$30,127.66 
LLY Eli Lilly and Company
+4.48%
+$17,716.86 
BKNG Booking Holdings Inc.
+3.92%
+$33,106.55 
LOW Lowe's Companies Inc.
+3.67%
+$28,607.28 
UNH UnitedHealth Group Incorporated
+3.59%
+$38,199.48 
CRM Salesforce Inc
+3.47%
+$36,598.87 
HD The Home Depot, Inc.
+3.35%
+$61,617.6 
NFLX Netflix, Inc.
+3.02%
+$26,098.89 
BUD Anheuser-Busch InBev S.A. ADR
+2.62%
+$25,719.2 
SLV iShares Silver Trust
+2.37%
+$5,155.08 
V Visa Inc. Class A
+2.29%
+$25,052.16 
IBM International Business Machines Corporation
+2.23%
+$25,299.3 
WMT Walmart Inc.
+2.13%
+$25,623.87 
T AT&T Inc.
+2.1%
+$24,754.88 
BSX Boston Scientific Corporation
+1.87%
+$15,542.94 
CVS CVS Health Corporation
+1.85%
+$17,969.4 
MCD McDonald's Corporation
+1.75%
+$13,840.01 
HMC Honda Motor Co., Ltd.
+1.67%
+$19,845.28 
SYY Sysco Corporation
+1.63%
+$15,395.16 
PFE Pfizer Inc.
+1.37%
+$15,887.2 
MDT Medtronic plc
+1.13%
+$13,328.48 
GLD SPDR Gold Shares
+1.12%
+$4,040.4 
MSFT Microsoft Corp.
+1.02%
+$18,005.24 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1%
+$2,857.5 
VZ Verizon Communications Inc.
+0.91%
+$9,560.83 
IWM iShares Russell 2000 ETF
+0.77%
+$1,617 
IWD iShares Russell 1000 Value ETF
+0.7%
+$2,217.88 
KO The Coca-Cola Company
+0.65%
+$1,902 
UNP Union Pacific Corporation
+0.64%
+$6,712.28 
META Meta Platforms Inc Class A
+0.62%
+$7,325.5 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$1,887.33 
ORR Militia Long/Short Equity ETF
+0.59%
+$1,181.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$149,234.67 
AAPL Apple Inc.
+0.4%
+$9,429.61 
GOOG Alphabet Inc
+0.4%
+$1,763.32 
GD General Dynamics Corporation
+0.39%
+$3,713.16 
GOOGL Alphabet Inc
+0.38%
+$4,243.09 
MET MetLife Inc.
+0.31%
+$4,080.53 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,979.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$757.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$556.24 
SCHF Schwab International Equity ETF
+0.13%
+$48,623.64 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
+0.11%
+$227.12 
BUXX Strive Enhanced Income Short Duration Fund
+0.07%
+$662.25 
AMZN Amazon.com Inc
+0.03%
+$418.64 
HONIV Honeywell International Inc.
0%
$0 
DELL Dell Technologies Inc.
-8.85%
-$241,031.34 
LRCX Lam Research Corporation
-4.7%
-$53,238.78 
CSCO Cisco Systems, Inc.
-3.84%
-$56,063.26 
AMAT Applied Materials, Inc.
-3.8%
-$41,023.68 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-3.74%
-$29,555 
PSX Phillips 66
-2.51%
-$21,677.94 
AVGO Broadcom Inc.
-1.89%
-$19,057.56 
PANW Palo Alto Networks, Inc.
-1.86%
-$24,958.56 
NVDA NVIDIA Corporation
-1.75%
-$5,673.42 
XOM Exxon Mobil Corporation
-1.35%
-$19,598 
BHP BHP Group Ltd.
-1.13%
-$14,381.06 
TTE TotalEnergies SE
-0.79%
-$9,576.48 
CPER United States Copper Index Fund
-0.72%
-$1,482 
IWF iShares Russell 1000 Growth ETF
-0.43%
-$3,372.64 
HGER Harbor Commodity All-Weather Fund
-0.43%
-$49,724.93 
IWY iShares Russell Top 200 Growth ETF
-0.37%
-$908.14 
RTX RTX Corporation
-0.36%
-$3,821.85 
TEX Terex Corporation
-0.3%
-$713.77 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.25%
-$67,111.74 
JPM JPMorgan Chase & Co.
-0.25%
-$3,314.07 
COP ConocoPhillips
-0.07%
-$599.66 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$3,090.32 
DUK Duke Energy Corporation
0%
-$43.52 Events
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Dividends
Dividend Analysis
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| Trades 426 | Longs Won 312/426 73% | Profit Factor 14.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $615,618.29 |
| Average Win $129,952.03 | Best Trade (Oct 15) $10.19M | Sharpe Ratio -47.76 |
| Average Loss -$25,263.92 | Worst Trade (Oct 14) -$603,991.11 | Z-Score 12.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $88,415.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,833 | $1.74M | $2.35M | - | $609,875.04 | 34.99% | +0.402% |
| AMAT Applied Materials, Inc. | 2,416 | $378,469.41 | $1.04M | - | $659,564.99 | 174.27% | -3.802% |
| AMZN Amazon.com Inc | 5,233 | $1.15M | $1.33M | - | $176,557.25 | 15.31% | +0.031% |
| AON Aon plc | 2,376 | $791,007.82 | $684,359.28 | - | -$106,648.54 | -13.48% | +4.605% |
| AVGO Broadcom Inc. | 2,914 | $739,098.36 | $989,914.94 | - | $250,816.58 | 33.94% | -1.889% |
| BHP BHP Group Ltd. | 15,299 | $793,120.76 | $1.26M | - | $466,292.92 | 58.79% | -1.129% |
| BKNG Booking Holdings Inc. | 5,255 | $1M | $877,479.9 | - | -$127,119.92 | -12.65% | +3.921% |
| BND Vanguard Total Bond Market Index Fund | 4,499 | $323,523 | $318,616.93 | - | -$4,906.07 | -1.52% | +0.596% |
| BRK-B Berkshire Hathaway Inc. | 1,898 | $892,239.61 | $1M | - | $109,752.51 | 12.3% | +0.298% |
| BSX Boston Scientific Corporation | 19,308 | $828,976.9 | $845,786.94 | - | $16,810.04 | 2.03% | +1.872% |
| BUD Anheuser-Busch InBev S.A. ADR | 12,365 | $791,479.05 | $1.01M | - | $217,257.65 | 27.45% | +2.616% |
| BUXX Strive Enhanced Income Short Duration Fund | 44,150 | $890,064 | $890,726.25 | - | $662.25 | 0.07% | +0.074% |
| COP ConocoPhillips | 5,717 | $560,414.97 | $813,158.12 | - | $252,743.15 | 45.1% | -0.074% |
| CPER United States Copper Index Fund | 5,200 | $206,856 | $204,750 | - | -$2,106 | -1.02% | -0.719% |
| CRM Salesforce Inc | 4,466 | $1.15M | $1.09M | - | -$54,665.48 | -4.77% | +3.473% |
| CSCO Cisco Systems, Inc. | 12,850 | $806,706.09 | $1.4M | - | $597,504.64 | 74.07% | -3.839% |
| CVS CVS Health Corporation | 10,728 | $622,414.87 | $987,673.32 | - | $365,258.45 | 58.68% | +1.853% |
| DELL Dell Technologies Inc. | 5,364 | $613,639.97 | $2.48M | - | $1.87M | 304.72% | -8.847% |
| DUK Duke Energy Corporation | 8,703 | $977,717.3 | $1.04M | - | $63,466.1 | 6.49% | -0.004% |
| GD General Dynamics Corporation | 2,813 | $801,317.63 | $945,111.74 | - | $143,794.11 | 17.94% | +0.394% |
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FAQ
Which stocks have generated the highest profits for Alison Gould?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $1.46M, Schwab U.S. Large-Cap Value ETF - $1.42M, Dell Technologies Inc - $961,914.12, Schwab U.S. Large-Cap Growth ETF - $664,818.58, and Lam Research Corporation - $438,799.93. 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: UnitedHealth Group Incorporated - $139,922.63, Cambria Tail Risk ETF - $108,032.37, Comcast Corp - $91,427.53, Abbott Laboratories - $59,302.45, and Nike, Inc. - Class B - $58,446.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alison Gould's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.4M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $1.33M, Schwab U.S. Large-Cap Value ETF - $843,459.86, iShares 20+ Year Treasury Bond ETF - $520,421.04, Schwab U.S. Large-Cap Growth ETF - $172,889.58, and Verizon Communications Inc - $109,774.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alison Gould's monthly returns?
Alison Gould'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 Alison Gould's strategy be considered aggressive or moderate?
Alison Gould'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 Alison Gould's strategy?
Alison Gould'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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