CS
Corrie Scoby Portfolio
Invests via Coordinated Financial Services Inc. | Managed by Corrie Scoby
Invests via Coordinated Financial Services Inc.
Managed by Corrie Scoby
Automatically Tracked
Operator-turned-investor focused on early-stage technology and consumer startups, with operating experience across product, growth and go-to-market functions. Corrie Scoby leverages hands-on founder experience to lead seed and pre-seed investments, board advisory roles and founder mentoring. Market-oriented evaluator of unit economics, customer acquisition channels and repeatable growth models; typically participates in small syndicates and angel rounds while advising portfolio companies on scaling and hiring.
Operator-turned-investor focused on early-stage technology and consumer startups, with operating experience across product, growth and go-to-market functions. Corrie Scoby leverages hands-on founder experience to lead seed and pre-seed investments, board advisory roles and founder mentoring. Market-oriented evaluator of unit economics, customer acquisition channels and repeatable growth models; typically participates in small syndicates and angel rounds while advising portfolio companies on scaling and hiring.
Investment Philosophy & Strategy
Focuses on seed and pre-seed technology and consumer startups, deploying capital selectively into founder-led teams where product-market fit and repeatable unit economics are evident. Emphasizes growth- and metrics-driven underwriting—CAC payback, retention curves and scalable acquisition channels—while favoring hands-on, operational involvement to de-risk execution. Typically co-invests in small syndicates, offers board/advisory support on product, go-to-market and hiring, and adopts a multi-year horizon with disciplined follow-on allocation tied to milestone-based progress.
Focuses on seed and pre-seed technology and consumer startups, deploying capital selectively into founder-led teams where product-market fit and repeatable unit economics are evident. Emphasizes growth- and metrics-driven underwriting—CAC payback, retention curves and scalable acquisition channels—while favoring hands-on, operational involvement to de-risk execution. Typically co-invests in small syndicates, offers board/advisory support on product, go-to-market and hiring, and adopts a multi-year horizon with disciplined follow-on allocation tied to milestone-based progress.
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:
25.13%
Gain +0.59%
Monthly
1.12%
Yearly
14.35%
Drawdown
14.38%
$190.32M
Equity
Holdings
$190.32M
Investment
$159.93M
$32.23M
Profit +$924,250.72
Realized
$1.83M
Unrealized
$30.4M
Dividends
$5.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$924,250.72
Win %
66%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$479,900.35
Win %
66%
This Month
Compared to last month
Gain
-0.27%
Profit
-$519,057.82
Win %
66%
This Year
Compared to last year
Gain
9.88%
Profit
$17.12M
Win %
67%
DELL Dell Technologies Inc.
+8.8%
+$74,874.8 
SNAP Snap Inc.
+6.17%
+$7,639.5 
SOFI SoFi Technologies, Inc.
+4.66%
+$15,184.5 
NVDA NVIDIA Corporation
+3.3%
+$94,041.72 
KDP Keurig Dr Pepper Inc.
+3.26%
+$9,484.29 
ORCL Oracle Corporation
+2.94%
+$6,258.18 
PRU Prudential Financial, Inc.
+2.84%
+$13,263.42 
GDX VanEck Gold Miners ETF
+2.58%
+$24,509.8 
HOOD Robinhood Markets, Inc.
+2.45%
+$7,484.15 
TMUS T-Mobile US, Inc.
+2.42%
+$10,892.7 
META Meta Platforms Inc Class A
+2.38%
+$27,946.1 
NFLX Netflix, Inc.
+1.97%
+$4,003.45 
BA Boeing Company
+1.76%
+$7,031.16 
XLC Communication Services Select Sector SPDR Fund
+1.73%
+$6,443.52 
VOX Vanguard Communication Services ETF
+1.67%
+$3,769.71 
V Visa Inc. Class A
+1.49%
+$22,540.2 
SLV iShares Silver Trust
+1.46%
+$5,906.55 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.4%
+$4,762.54 
SMOT VanEck Morningstar SMID Moat ETF
+1.37%
+$12,683 
JNJ Johnson & Johnson
+1.34%
+$8,462.28 
MP MP Materials Corp.
+1.34%
+$4,208.4 
PFE Pfizer Inc.
+1.33%
+$5,910.14 
PG Procter & Gamble Co
+1.28%
+$5,956.84 
GLD SPDR Gold Shares
+1.22%
+$45,679.92 
IJR iShares Core S&P Small-Cap ETF
+1.16%
+$18,869.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.16%
+$4,860.07 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$19,896.94 
PEP PepsiCo, Inc.
+1.07%
+$4,334.44 
IWM iShares Russell 2000 ETF
+1.04%
+$16,325.21 
DVY iShares Select Dividend ETF
+1.02%
+$16,092.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+1%
+$16,302.87 
FDVV Fidelity High Dividend ETF
+0.98%
+$2,574.2 
UPS United Parcel Service, Inc.
+0.94%
+$4,250.54 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.94%
+$3,352.29 
GOOGL Alphabet Inc
+0.84%
+$6,568.46 
SCHA Schwab U.S. Small-Cap ETF
+0.83%
+$3,134.32 
FHLC Fidelity MSCI Health Care Index ETF
+0.82%
+$3,443.49 
XLF Financial Select Sector SPDR Fund
+0.78%
+$2,071.47 
XLV Health Care Select Sector SPDR Fund
+0.77%
+$7,026.05 
KR Kroger Co.
+0.75%
+$1,879.2 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.74%
+$1,634.47 
SCHD Schwab U.S. Dividend Equity ETF
+0.72%
+$27,263.5 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$5,546.3 
COWZ Pacer US Cash Cows 100 ETF
+0.7%
+$4,729 
TROW T. Rowe Price Group, Inc.
+0.68%
+$2,563.49 
BX Blackstone Inc.
+0.67%
+$5,017.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$4,030.89 
IJH iShares Core S&P Mid-Cap ETF
+0.65%
+$4,908.69 
VB Vanguard Small-Cap ETF
+0.65%
+$24,353.41 
GOOG Alphabet Inc
+0.65%
+$3,341.91 
CAT Caterpillar Inc.
+0.64%
+$2,131.45 
SCHF Schwab International Equity ETF
+0.63%
+$7,318.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.62%
+$3,240.05 
WMT Walmart Inc.
+0.61%
+$9,504.95 
VTV Vanguard Value ETF
+0.61%
+$4,162.99 
VYM Vanguard High Dividend Yield ETF
+0.61%
+$15,030.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.6%
+$8,509.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.6%
+$5,163.35 
VYMI Vanguard International High Dividend Yield Index Fund
+0.56%
+$1,474.79 
VONV Vanguard Russell 1000 Value Index Fund
+0.54%
+$5,832.86 
VCR Vanguard Consumer Discretionary ETF
+0.54%
+$1,554.17 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$3,902.53 
IUSG iShares Core S&P U.S. Growth ETF
+0.49%
+$6,386.05 
IWD iShares Russell 1000 Value ETF
+0.49%
+$2,416.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.48%
+$4,345.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$5,006.4 
EFA iShares MSCI EAFE ETF
+0.48%
+$18,370.71 
IEMG iShares Core MSCI Emerging Markets ETF
+0.48%
+$7,394.01 
VT Vanguard Total World Stock ETF
+0.47%
+$19,545 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$21,567.79 
SCHW Charles Schwab Corporation
+0.46%
+$1,195.42 
IVV iShares Core S&P 500 ETF
+0.45%
+$105,624.03 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$4,222.27 
IEFA iShares Core MSCI EAFE ETF
+0.45%
+$7,136.02 
CVX Chevron Corporation
+0.44%
+$2,748.14 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$3,659.4 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$28,074.98 
VOO Vanguard S&P 500 ETF
+0.44%
+$2,784.62 
IVE ISHARES S&P 500 VALUE ETF
+0.43%
+$2,575.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.43%
+$10,221.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$2,388.33 
SCHC Schwab International Small-Cap Equity ETF
+0.42%
+$1,006.85 
VONG Vanguard Russell 1000 Growth Fund
+0.42%
+$1,719.32 
AOA iShares Core Aggressive Allocation ETF
+0.42%
+$982.3 
FANG Diamondback Energy Inc
+0.42%
+$1,298.8 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$1,605 
VO Vanguard Mid-Cap ETF
+0.39%
+$6,819.12 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$3,674.71 
IQLT iShares MSCI International Quality Factor ETF
+0.37%
+$3,123.67 
XLE Energy Select Sector SPDR Fund
+0.35%
+$1,428.07 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.33%
+$10,555.39 
VUG Vanguard Growth ETF
+0.32%
+$2,120.25 
PFF iShares Preferred and Income Securities ETF
+0.3%
+$3,849.21 
LLY Eli Lilly and Company
+0.29%
+$1,735.69 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$2,794.05 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.28%
+$4,236.6 
AAPL Apple Inc.
+0.26%
+$3,127.07 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.24%
+$590.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.2%
+$2,982.07 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$766.38 
VIS Vanguard Industrials ETF
+0.16%
+$378.01 
QQQ Invesco QQQ Trust, Series 1
+0.13%
+$3,084.87 
OKE ONEOK, Inc.
+0.12%
+$397.65 
IBIT iShares Bitcoin Trust
+0.11%
+$479.25 
WM Waste Management, Inc.
+0.11%
+$333.35 
VBK Vanguard Small-Cap Growth ETF
+0.11%
+$1,029.34 
ABBV AbbVie Inc.
+0.1%
+$310.24 
HD The Home Depot, Inc.
+0.1%
+$820.55 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$314.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$2,373.01 
BAC-PL Bank of America Corporation
+0.09%
+$1,198.14 
BALT Inn Defined Wealth Shield Mutual Fund
+0.09%
+$727.19 
FTEC Fidelity MSCI Information Technology Index ETF
+0.08%
+$858.69 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$623.01 
JBND JPMorgan Active Bond ETF
+0.08%
+$299.16 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$749.83 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.07%
+$214.87 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.07%
+$192.79 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$622.53 
MS Morgan Stanley
+0.06%
+$276.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$588.51 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$368.26 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$514.53 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.05%
+$340.67 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$109.09 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$434.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.05%
+$293.46 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$743.55 
PGX Invesco Preferred ETF
+0.05%
+$77.17 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$272.91 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.04%
+$154.49 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$924.92 
IUSB iShares Core Universal USD Bond ETF
+0.03%
+$153.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$112.65 
AMZN Amazon.com Inc
+0.03%
+$560.62 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$573.15 
BND Vanguard Total Bond Market Index Fund
+0.02%
+$275.25 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.02%
+$184.47 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$237.79 
JQUA JPMorgan U.S. Quality Factor ETF
+0.02%
+$99 
TLT iShares 20+ Year Treasury Bond ETF
+0.02%
+$74.95 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$65 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$52.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$26.22 
WSR Whitestone REIT
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
-2.79%
-$10,674 
LMT Lockheed Martin Corporation
-2.3%
-$5,831.1 
PLD Prologis Inc.
-2.1%
-$10,363.5 
RTX RTX Corporation
-1.98%
-$14,621.81 
HON Honeywell International Inc.
-1.59%
-$3,654.68 
TJX The TJX Companies, Inc.
-0.95%
-$3,004.82 
SYK Stryker Corporation
-0.94%
-$5,485.59 
COST Costco Wholesale Corporation
-0.86%
-$10,767.15 
ITA iShares U.S. Aerospace & Defense ETF
-0.82%
-$3,727.77 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.81%
-$3,098.52 
KMI Kinder Morgan, Inc.
-0.76%
-$1,915.88 
MSFT Microsoft Corp.
-0.66%
-$13,795.02 
AVGO Broadcom Inc.
-0.61%
-$8,672.65 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.61%
-$3,903.25 
XOM Exxon Mobil Corporation
-0.57%
-$4,273.24 
VNQ Vanguard Real Estate ETF
-0.47%
-$5,249.7 
AZN AstraZeneca PLC American Depositary Shares
-0.43%
-$837.9 
NUV Nuveen Municipal Value Fund, Inc.
-0.39%
-$350 
GS The Goldman Sachs Group, Inc.
-0.33%
-$1,790.24 
IGF iShares Global Infrastructure ETF
-0.28%
-$1,034.1 
WFC-PL Wells Fargo & Company
-0.28%
-$2,275.24 
VRT Vertiv Holdings Co
-0.26%
-$726 
XLK State Street Technology Select Sector SPDR ETF
-0.2%
-$1,055.88 
JPM JPMorgan Chase & Co.
-0.11%
-$889.6 
MBB iShares MBS ETF
-0.04%
-$681.03 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$332.43 
AOK iShares Core Conservative Allocation ETF
-0.01%
-$26.3 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 537/763 70% | Profit Factor 13.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,845.42 |
| Average Win $64,794.17 | Best Trade (Aug 14) $5.52M | Sharpe Ratio -11.91 |
| Average Loss -$11,345.1 | Worst Trade (Jun 30) -$323,259.08 | Z-Score 9.07 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $42,241.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,745 | $961,342.88 | $1.22M | - | $259,396.04 | 26.98% | +0.257% |
| ABBV AbbVie Inc. | 1,149 | $265,457.27 | $299,038.74 | - | $33,581.47 | 12.65% | +0.104% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,506 | $450,024.43 | $436,158.27 | - | -$13,866.16 | -3.08% | +0.026% |
| AMZN Amazon.com Inc | 8,625 | $1.9M | $2.2M | - | $302,258.77 | 15.93% | +0.025% |
| AOA iShares Core Aggressive Allocation ETF | 2,367 | $211,961.52 | $233,350.69 | - | $21,389.17 | 10.09% | +0.423% |
| AOK iShares Core Conservative Allocation ETF | 5,260 | $209,821 | $216,054.5 | - | $6,233.5 | 2.97% | -0.012% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,918 | $234,642.79 | $243,834.44 | - | $9,191.65 | 3.92% | +0.243% |
| AVGO Broadcom Inc. | 3,829 | $902,938.44 | $1.41M | - | $503,893.59 | 55.81% | -0.613% |
| AZN AstraZeneca PLC American Depositary Shares | 1,197 | $236,072 | $193,638.69 | - | -$42,433.31 | -17.97% | -0.431% |
| BA Boeing Company | 1,945 | $407,825.86 | $407,039.86 | - | -$786 | -0.19% | +1.758% |
| BAC-PL Bank of America Corporation | 1,051 | $1.28M | $1.35M | - | $70,294.37 | 5.49% | +0.089% |
| BALT Inn Defined Wealth Shield Mutual Fund | 24,159 | $808,481 | $839,044.49 | - | $30,563.49 | 3.78% | +0.087% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,098 | $558,934.83 | $557,322.44 | - | -$1,612.39 | -0.29% | +0.005% |
| BND Vanguard Total Bond Market Index Fund | 18,350 | $1.34M | $1.32M | - | -$18,346.75 | -1.37% | +0.021% |
| BRK-B Berkshire Hathaway Inc. | 3,598 | $1.63M | $1.83M | - | $192,421.05 | 11.77% | +1.101% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 41,534 | $807,549.1 | $811,366.69 | - | $3,817.59 | 0.47% | +0.077% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 51,453 | $1M | $1.01M | - | $4,002.5 | 0.4% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,418 | $881,119.33 | $880,734.13 | - | -$385.2 | -0.04% | +0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 37,198 | $690,239.6 | $686,299.38 | - | -$3,940.22 | -0.57% | +0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 62,253 | $1.03M | $1.02M | - | -$8,971.12 | -0.87% | +0.061% |
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FAQ
Which stocks have generated the highest profits for Corrie Scoby?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $614,921.33, iShares Core S&P 500 ETF - $418,965.69, Robinhood Markets, Inc - $213,065, JPMorgan Nasdaq Equity Premium Income ETF - $195,090.46, and JPMorgan Core Plus Bond ETF - $176,321.2. 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: Apple Inc - $313,538.88, Apollo Global Management, Inc - $56,599.68, Salesforce Inc - $54,435.43, UnitedHealth Group Incorporated - $40,825.2, and Akre Focus ETF - $39,144.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Corrie Scoby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.26M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $350,374.51, JPMorgan Nasdaq Equity Premium Income ETF - $192,534.06, JPMorgan Equity Premium Income Fund - $177,080.63, JPMorgan Core Plus Bond ETF - $176,321.2, and Schwab U.S. Dividend Equity ETF - $164,189.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Corrie Scoby's monthly returns?
Corrie Scoby's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Corrie Scoby's strategy be considered aggressive or moderate?
Corrie Scoby'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 Corrie Scoby's strategy?
Corrie Scoby'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.
