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:
40.02%
Gain -0.17%
Monthly
1.7%
Yearly
22.4%
Drawdown
14.92%
$148.57M
Equity
Holdings
$148.57M
Investment
$110.48M
$39.2M
Profit -$197,747.72
Realized
$1.11M
Unrealized
$38.09M
Dividends
$4.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$197,747.72
Win %
78%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$197,747.72
Win %
78%
This Month
Compared to last month
Gain
2.74%
Profit
$3.96M
Win %
78%
This Year
Compared to last year
Gain
16.98%
Profit
$21.56M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$168,385.31 
GOOG Alphabet Inc
+6.88%
+$29,883.97 
GOOGL Alphabet Inc
+6.73%
+$64,848.42 
META Meta Platforms Inc Class A
+3.28%
+$23,072.39 
MSFT Microsoft Corp.
+3.02%
+$43,747.41 
NVDA NVIDIA Corporation
+2.93%
+$8,085.37 
CSCO Cisco Systems, Inc.
+2.14%
+$31,235.22 
PANW Palo Alto Networks, Inc.
+1.89%
+$28,714.35 
CRM Salesforce Inc
+1.83%
+$12,227.12 
VZ Verizon Communications Inc.
+1.52%
+$14,378 
COP ConocoPhillips
+1.22%
+$8,262.11 
AMAT Applied Materials, Inc.
+1.18%
+$14,502.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$308,270.82 
TEX Terex Corporation
+1%
+$2,855.1 
TTE TotalEnergies SE
+0.95%
+$10,518.6 
UNP Union Pacific Corporation
+0.92%
+$8,346.45 
IBM International Business Machines Corporation
+0.86%
+$7,187.25 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,950.22 
MCD McDonald's Corporation
+0.82%
+$5,134.82 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,610.56 
SYY Sysco Corporation
+0.63%
+$4,845.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,431.72 
PSX Phillips 66
+0.51%
+$3,134.1 
HON Honeywell International Inc.
+0.47%
+$2,237.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,383.06 
PFE Pfizer Inc.
+0.4%
+$3,387.7 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$3,702.6 
RTX RTX Corporation
+0.39%
+$3,949.68 
AVGO Broadcom Inc.
+0.37%
+$3,726.72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,914.62 
GD General Dynamics Corporation
+0.32%
+$2,871.88 
JPM JPMorgan Chase & Co.
+0.27%
+$3,324.78 
T AT&T Inc.
+0.17%
+$1,681.84 
DELL Dell Technologies Inc.
+0.14%
+$4,337.76 
WMT Walmart Inc.
+0.09%
+$816.22 
ABT Abbott Laboratories
+0.09%
+$708.48 
AAPL Apple Inc.
-7.35%
-$151,386.48 
NFLX Netflix, Inc.
-2%
-$13,716.7 
HMC Honda Motor Co., Ltd.
-1.99%
-$18,633.06 
UNH UnitedHealth Group Incorporated
-1.68%
-$22,419 
BHP BHP Group Ltd.
-1.64%
-$21,839.49 
LRCX Lam Research Corporation
-1.58%
-$17,888.24 
LOW Lowe's Companies Inc.
-1.08%
-$6,428.65 
KO The Coca-Cola Company
-1.02%
-$2,853 
XOM Exxon Mobil Corporation
-0.97%
-$11,058.84 
MET MetLife Inc.
-0.97%
-$10,973.56 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$7,365.5 
CVS CVS Health Corporation
-0.75%
-$7,516.06 
DUK Duke Energy Corporation
-0.67%
-$6,158.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,846.77 
SCHF Schwab International Equity ETF
-0.58%
-$219,850.88 
LLY Eli Lilly and Company
-0.53%
-$1,930.95 
IWM iShares Russell 2000 ETF
-0.47%
-$1,317.71 
HD The Home Depot, Inc.
-0.42%
-$8,634.8 
MDT Medtronic plc
-0.37%
-$2,997.12 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$74,576.34 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$854.81 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$666.75 
BKNG Booking Holdings Inc.
-0.18%
-$1,436.58 
V Visa Inc. Class A
-0.04%
-$324.08 Events
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Dividends
Dividend Analysis
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| Trades 312 | Longs Won 234/312 75% | Profit Factor 19.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $820,899.72 |
| Average Win $176,709.8 | Best Trade (Aug 17) $12.11M | Sharpe Ratio -9.98 |
| Average Loss -$27,533.07 | Worst Trade (Sep 01) -$379,810.11 | Z-Score 13.25 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $125,649.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.3% |
| Consecutive Losing Trades | 5,405 | 4,865 | 4,324 | 3,784 | 3,243 | 2,703 | 2,162 | 1,622 | 1,081 | 541 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,174 | $1.49M | $1.91M | - | $418,993.6 | 28.15% | -7.354% |
| ABT Abbott Laboratories | 7,872 | $897,868.57 | $832,070.4 | - | -$65,798.17 | -7.33% | +0.085% |
| AMAT Applied Materials, Inc. | 2,458 | $384,564.45 | $1.25M | - | $863,288.43 | 224.48% | +1.176% |
| AMZN Amazon.com Inc | 4,667 | $1.02M | $1.27M | - | $251,226.37 | 24.72% | +15.321% |
| AVGO Broadcom Inc. | 2,588 | $620,759.19 | $1.01M | - | $386,697.45 | 62.29% | +0.371% |
| BHP BHP Group Ltd. | 15,489 | $764,008.91 | $1.31M | - | $544,656.7 | 71.29% | -1.641% |
| BKNG Booking Holdings Inc. | 4,225 | $824,538.52 | $815,002.46 | - | -$9,536.06 | -1.16% | -0.176% |
| BND Vanguard Total Bond Market Index Fund | 4,499 | $323,523 | $324,962.77 | - | $1,439.77 | 0.45% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 1,567 | $726,866.76 | $801,583.18 | - | $74,716.42 | 10.28% | +0.365% |
| BUD Anheuser-Busch InBev S.A. ADR | 10,890 | $671,720.3 | $941,767.2 | - | $270,046.9 | 40.2% | +0.395% |
| COP ConocoPhillips | 5,698 | $558,037.12 | $686,495.04 | - | $128,457.92 | 23.02% | +1.218% |
| CRM Salesforce Inc | 3,694 | $1.02M | $679,769.89 | - | -$335,629.34 | -33.05% | +1.832% |
| CSCO Cisco Systems, Inc. | 12,854 | $783,813.67 | $1.49M | - | $707,121.79 | 90.22% | +2.14% |
| CVS CVS Health Corporation | 9,514 | $500,041.15 | $993,547.02 | - | $493,505.87 | 98.69% | -0.751% |
| DELL Dell Technologies Inc. | 7,746 | $888,141.47 | $3.14M | - | $2.25M | 253.55% | +0.138% |
| DUK Duke Energy Corporation | 7,332 | $810,825.65 | $919,652.76 | - | $108,827.11 | 13.42% | -0.665% |
| GD General Dynamics Corporation | 2,354 | $637,759.56 | $902,570.7 | - | $264,811.14 | 41.52% | +0.319% |
| GOOG Alphabet Inc | 1,301 | $242,907.83 | $464,001.64 | - | $221,093.81 | 91.02% | +6.884% |
| GOOGL Alphabet Inc | 2,886 | $542,875.16 | $1.03M | - | $484,916.02 | 89.32% | +6.734% |
| HD The Home Depot, Inc. | 6,212 | $2.42M | $2.06M | - | -$354,231.93 | -14.66% | -0.417% |
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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 Alison Gould?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $1.45M, Schwab U.S. Large-Cap Value ETF - $786,114.65, Lam Research Corporation - $437,498.08, iShares 20+ Year Treasury Bond ETF - $422,047.75, and Applied Materials, Inc - $306,136.88. 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 - $148,928.67, Comcast Corp - $91,427.53, Nike, Inc. - Class B - $58,446.11, FedEx Corporation - $54,324.55, and Stellantis N.V - $45,188.46. 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 $4.02M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $1.33M, Schwab U.S. Large-Cap Value ETF - $712,762.71, iShares 20+ Year Treasury Bond ETF - $520,421.04, Schwab U.S. Large-Cap Growth ETF - $143,539.32, and Verizon Communications Inc - $91,535.79. 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.
