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
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.
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
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.
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.
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:
51.09%
Gain +0.3%
Monthly
1.24%
Yearly
15.95%
Drawdown
17.83%
$287.68M
Equity
Holdings
$287.68M
Investment
$251.86M
$61.09M
Profit +$619,924.64
Realized
$25.27M
Unrealized
$35.82M
Dividends
$11.52M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$619,924.64
Win %
71%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.24M
Win %
71%
This Month
Compared to last month
Gain
0.71%
Profit
$2.01M
Win %
71%
This Year
Compared to last year
Gain
0.55%
Profit
$1.57M
Win %
72%
BTI British American Tobacco p.l.c. ADR
+2.2%
+$4,485.73 
V Visa Inc. Class A
+2.13%
+$5,385.76 
SCHD Schwab U.S. Dividend Equity ETF
+1.48%
+$146,797.5 
FLY Firefly Aerospace Inc.
+1.41%
+$5,470.32 
MSFT Microsoft Corp.
+1.09%
+$10,868.24 
FLMI Franklin Dynamic Municipal Bond ETF
+0.92%
+$26,788.35 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.86%
+$70,335.28 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$17,997.75 
VTV Vanguard Value ETF
+0.76%
+$1,994.16 
CGMU Capital Group Municipal Income ETF
+0.67%
+$37,011.97 
JQUA JPMorgan U.S. Quality Factor ETF
+0.67%
+$5,671.5 
VB Vanguard Small-Cap ETF
+0.66%
+$1,869.29 
IWM iShares Russell 2000 ETF
+0.59%
+$3,524.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$1,137.19 
DFNM Dimensional National Municipal Bond ETF
+0.57%
+$9,393.72 
EVTR Eaton Vance Total Return Fund
+0.57%
+$2,466.47 
VCRB Vanguard Core Bond ETF
+0.52%
+$100,048.02 
VYM Vanguard High Dividend Yield ETF
+0.44%
+$41,893.9 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$24,062.64 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$51,039.07 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$965.25 
EQNR Equinor ASA Sponsored ADR
+0.27%
+$797.88 
SUB iShares Short-Term National Muni Bond ETF
+0.25%
+$3,340.86 
AAPL Apple Inc.
+0.23%
+$7,113.69 
JPIE JPMorgan Income ETF
+0.21%
+$20,136.01 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$7,461.18 
BSV Vanguard Short-Term Bond ETF
+0.19%
+$555.35 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.1%
+$3,702.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$20,541.54 
IWB iShares Russell 1000 ETF
+0.05%
+$523.6 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,684.86 
SCHB Schwab U.S. Broad Market ETF
+0.03%
+$1,026.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$14,635.47 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.02%
+$202.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,550.55 
GOOGL Alphabet Inc
0%
-$0.01 
CAT Caterpillar Inc.
-2.8%
-$4,242 
XOM Exxon Mobil Corporation
-1.08%
-$3,258.23 
GVA Granite Construction Incorporated
-0.76%
-$1,640 
CVX Chevron Corporation
-0.69%
-$6,610.45 
VUG Vanguard Growth ETF
-0.62%
-$2,039.52 
AMZN Amazon.com Inc
-0.53%
-$4,504.96 
META Meta Platforms Inc Class A
-0.49%
-$1,434.4 
JPM JPMorgan Chase & Co.
-0.4%
-$843.75 
LNG Cheniere Energy Inc.
-0.25%
-$2,912.49 
CWI SPDR MSCI ACWI ex-US ETF
-0.14%
-$359.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.1%
-$3,398 
IVV iShares Core S&P 500 ETF
-0.06%
-$638.95 
VOO Vanguard S&P 500 ETF
-0.04%
-$599.18 
DFUS Dimensional U.S. Equity Market ETF
-0.03%
-$22,336.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$157.38 
GPIX S&P 500 Core Premium Income Fund
-0.02%
-$196.56 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$49.08 Events
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Dividends
Dividend Analysis
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| Trades 311 | Longs Won 233/311 74% | Profit Factor 20.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $275,888.43 | Best Trade (Jun 30) $17.71M | Sharpe Ratio -11.29 |
| Average Loss -$40,867.81 | Worst Trade (Oct 14) -$600,882.14 | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $196,444.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,892 | $1.78M | $3.06M | - | $1.27M | 71.33% | +0.233% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,049 | $204,162.55 | $195,423.37 | - | -$8,739.18 | -4.28% | +0.585% |
| AMZN Amazon.com Inc | 3,337 | $571,160.7 | $843,360.01 | - | $272,199.31 | 47.66% | -0.531% |
| BSV Vanguard Short-Term Bond ETF | 3,830 | $294,278.52 | $293,205.65 | - | -$1,072.87 | -0.36% | +0.19% |
| BTI British American Tobacco p.l.c. ADR | 3,603 | $204,002 | $208,631.71 | - | $4,629.71 | 2.27% | +2.197% |
| CAT Caterpillar Inc. | 202 | $214,708 | $147,051.96 | - | -$67,656.04 | -31.51% | -2.804% |
| CGMU Capital Group Municipal Income ETF | 211,497 | $5.78M | $5.57M | - | -$213,262.6 | -3.69% | +0.669% |
| CVX Chevron Corporation | 4,349 | $649,688.56 | $959,041.48 | - | $309,352.92 | 47.62% | -0.685% |
| CWI SPDR MSCI ACWI ex-US ETF | 6,540 | $213,596 | $259,539.9 | - | $45,943.9 | 21.51% | -0.138% |
| DFNM Dimensional National Municipal Bond ETF | 35,448 | $1.71M | $1.66M | - | -$49,483.36 | -2.9% | +0.571% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 82,902 | $3.96M | $3.88M | - | -$79,586.42 | -2.01% | +0.193% |
| DFUS Dimensional U.S. Equity Market ETF | 893,449 | $73.21M | $74.77M | - | $1.56M | 2.13% | -0.03% |
| EQNR Equinor ASA Sponsored ADR | 6,649 | $179,722.52 | $301,931.09 | - | $122,208.57 | 68% | +0.265% |
| EVTR Eaton Vance Total Return Fund | 8,969 | $458,491.78 | $437,462.97 | - | -$21,028.81 | -4.59% | +0.567% |
| FLMI Franklin Dynamic Municipal Bond ETF | 124,597 | $3.1M | $2.94M | - | -$155,009.55 | -5.01% | +0.919% |
| FLY Firefly Aerospace Inc. | 22,793 | $648,917 | $393,407.18 | - | -$255,509.82 | -39.37% | +1.41% |
| GOOGL Alphabet Inc | 829 | $259,477 | $288,193.56 | - | $28,716.56 | 11.07% | 0.0 |
| GPIX S&P 500 Core Premium Income Fund | 19,656 | $1.09M | $1.1M | - | $7,076.08 | 0.65% | -0.018% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 5,779 | $728,208.21 | $848,559.46 | - | $120,351.25 | 16.53% | +0.024% |
| GVA Granite Construction Incorporated | 2,000 | $101,719.9 | $213,820 | - | $112,100.1 | 110.2% | -0.761% |
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FAQ
Which stocks have generated the highest profits for Cameron J. Penney?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $21.45M, Vanguard Small-Cap ETF - $2.4M, VANGUARD TOTAL STOCK MKT ETF - $2.31M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.31M, and Vanguard High Dividend Yield ETF - $1.29M. 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: Insperity Inc - $510,154.88 and iShares Core High Dividend ETF - $1,860.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cameron J. Penney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.52M earned over time. The largest contributors to dividend income include Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $1.36M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.27M, VANGUARD TOTAL STOCK MKT ETF - $1.21M, JPMorgan Equity Premium Income Fund - $1.05M, and iShares Core MSCI EAFE ETF - $768,552.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cameron J. Penney's monthly returns?
Cameron J. Penney'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 Cameron J. Penney's strategy be considered aggressive or moderate?
Cameron J. Penney's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Cameron J. Penney's strategy?
Cameron J. Penney'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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