Cameron J. Penney Portfolio

Invests via Penney Financial LLC | Managed by Cameron J. Penney

Invests via Penney Financial LLC

Managed by Cameron J. Penney

Automatically Tracked

Tracking: 0 Updated: Yesterday at 02:01 PM

Active investment executive focused on private equity and growth-stage venture investments with an operator-to-investor profile across corporate finance, M&A and strategic transformations. Cameron J. Penney brings experience leading deal teams, managing portfolio company operations and executing exits while engaging with LPs on capital raises and fund strategy. Typical sector interests include fintech, healthcare and software; roles frequently include board oversight, performance improvement initiatives and transaction execution. Holds graduate-level business training and a background in corporate strategy and finance.

Investment Philosophy & Strategy

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:

1.48%

Gain

Monthly

0.05%

Yearly

0.58%

Drawdown

32.96%

$282.27M

Equity

Holdings

$282.27M

Investment

$224.91M

$59.28M

Profit -$1.12M

Realized

$1.92M

Unrealized

$57.36M

Dividends

$10.43M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1.12M

Win %

78%

This Week

Compared To Last Week

Gain

-0.08%

Profit

-$215,531.49

Win %

78%

This Month

Compared to last month

Gain

-0.1%

Profit

-$288,960.73

Win %

78%

This Year

Compared to last year

Gain

8.33%

Profit

$21.7M

Win %

78%

Gainers
Losers

EQNR Equinor ASA Sponsored ADR

+4.35%

+$10,305.95

CVX Chevron Corporation

+1.98%

+$15,830.36

XOM Exxon Mobil Corporation

+1.88%

+$4,666.75

HDV iShares Core High Dividend ETF

+1.53%

+$3,316.87

GVA Granite Construction Incorporated

+1.03%

+$3,441.1

SCHD Schwab U.S. Dividend Equity ETF

+1.03%

+$104,815.76

LNG Cheniere Energy Inc.

+0.93%

+$6,567.25

BTI British American Tobacco p.l.c. ADR

+0.67%

+$1,522.27

VTV Vanguard Value ETF

+0.6%

+$1,566.84

VYM Vanguard High Dividend Yield ETF

+0.46%

+$44,585.71

AGG iShares Core U.S. Aggregate Bond ETF

+0.23%

+$10,408.42

EVTR Eaton Vance Total Return Fund

+0.23%

+$15,987.53

VCRB Vanguard Core Bond ETF

+0.19%

+$13,658.27

BSV Vanguard Short-Term Bond ETF

+0.12%

+$366.8

JPIE JPMorgan Income ETF

+0.04%

+$4,171.98

CGMU Capital Group Municipal Income ETF

+0.04%

+$1,851.15

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$120

DFNM Dimensional National Municipal Bond ETF

+0.02%

+$970.28

SGOV iShares 0-3 Month Treasury Bond ETF

+0.02%

+$3,450.12

SUB iShares Short-Term National Muni Bond ETF

+0.01%

+$122.23

META Meta Platforms Inc Class A

-3.37%

-$8,929.62

FLY Firefly Aerospace Inc.

-2.21%

-$9,573.06

GOOGL Alphabet Inc

-2.14%

-$6,300.41

MSFT Microsoft Corp.

-1.97%

-$14,698.9

VUG Vanguard Growth ETF

-1.87%

-$5,900.04

CWI SPDR MSCI ACWI ex-US ETF

-1.28%

-$3,335.4

VXUS Vanguard Total International Stock Index Fund Investor Shares

-1.18%

-$40,926.6

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.85%

-$204,462.23

IVV iShares Core S&P 500 ETF

-0.81%

-$8,450.07

SCHX Schwab U.S. Large-Cap ETF

-0.81%

-$2,355.84

SCHB Schwab U.S. Broad Market ETF

-0.81%

-$26,367.06

VOO Vanguard S&P 500 ETF

-0.81%

-$12,074.53

AMZN Amazon.com Inc

-0.79%

-$6,590.61

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.77%

-$6,662.42

IWB iShares Russell 1000 ETF

-0.77%

-$7,497

VTI VANGUARD TOTAL STOCK MKT ETF

-0.74%

-$351,862.58

IEFA iShares Core MSCI EAFE ETF

-0.72%

-$98,044.8

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

-0.7%

-$480,109.6

AAPL Apple Inc.

-0.7%

-$20,622.57

HELO JPMorgan Hedged Equity Laddered Overlay ETF

-0.48%

-$22,447.59

FDX FedEx Corporation

-0.38%

-$1,213.2

IWM iShares Russell 2000 ETF

-0.3%

-$1,982.7

JQUA JPMorgan U.S. Quality Factor ETF

-0.27%

-$2,211.89

IJH iShares Core S&P Mid-Cap ETF

-0.26%

-$715

VB Vanguard Small-Cap ETF

-0.23%

-$16,602.88

JEPI JPMorgan Equity Premium Income Fund

-0.06%

-$3,486.7

FLMI Franklin Dynamic Municipal Bond ETF

-0.06%

-$4,395.23

VTEB Vanguard Tax-Exempt Bond ETF

-0.03%

-$1,170.99

Events

Dividends

Dividend Analysis

No Data

Trades 277	Longs Won 220/277 79%	Profit Factor 52.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.37M
Average Win $274,632.01	Best Trade (Jul 15) $18.27M	Sharpe Ratio -11.52
Average Loss -$20,030.56	Worst Trade (Mar 30) -$547,616	Z-Score 14.38 (100%)
Commissions $0	Avg. Trade Length 1y 2m 1w 5d	Expectancy $213,997.48

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%	0.12%
Consecutive Losing Trades	14,085	12,676	11,268	9,859	8,451	7,042	5,634	4,225	2,817	1,408