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:
23.94%
Gain +0.19%
Monthly
1%
Yearly
12.72%
Drawdown
14.38%
$188.81M
Equity
Holdings
$188.81M
Investment
$159.93M
$30.72M
Profit +$312,840.41
Realized
$1.83M
Unrealized
$28.88M
Dividends
$5.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$312,840.41
Win %
62%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$138,740.97
Win %
62%
This Month
Compared to last month
Gain
1.33%
Profit
$2.48M
Win %
62%
This Year
Compared to last year
Gain
9.01%
Profit
$15.6M
Win %
63%
RTX RTX Corporation
+2.59%
+$17,445.45 
LMT Lockheed Martin Corporation
+2.55%
+$6,310.05 
KMI Kinder Morgan, Inc.
+2.27%
+$5,825.9 
JPM JPMorgan Chase & Co.
+2.19%
+$17,241.47 
OKE ONEOK, Inc.
+2.02%
+$6,615.45 
GDX VanEck Gold Miners ETF
+1.94%
+$16,976.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.75%
+$7,294.3 
UPS United Parcel Service, Inc.
+1.57%
+$6,726.37 
MP MP Materials Corp.
+1.43%
+$3,477.78 
BA Boeing Company
+1.37%
+$5,037.55 
FANG Diamondback Energy Inc
+1.35%
+$4,049.18 
PEP PepsiCo, Inc.
+1.29%
+$4,828.94 
TJX The TJX Companies, Inc.
+1.22%
+$4,164.16 
XLE Energy Select Sector SPDR Fund
+1.19%
+$4,905.11 
JNJ Johnson & Johnson
+1.17%
+$6,890.88 
LLY Eli Lilly and Company
+1.17%
+$7,444.13 
PG Procter & Gamble Co
+1.13%
+$5,655.06 
SCHC Schwab International Small-Cap Equity ETF
+1.12%
+$2,552.24 
HD The Home Depot, Inc.
+1.08%
+$8,674.65 
GS The Goldman Sachs Group, Inc.
+1.06%
+$5,054.46 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.01%
+$3,467.45 
XLF Financial Select Sector SPDR Fund
+0.98%
+$2,513.7 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$18,295.87 
CVX Chevron Corporation
+0.95%
+$6,175.95 
TMUS T-Mobile US, Inc.
+0.95%
+$3,680.3 
XLU Utilities Select Sector SPDR Fund
+0.92%
+$3,030.72 
DVY iShares Select Dividend ETF
+0.84%
+$12,893.02 
MS Morgan Stanley
+0.84%
+$3,526.65 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$12,748.62 
AAPL Apple Inc.
+0.81%
+$10,411.1 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.81%
+$1,701.64 
IGF iShares Global Infrastructure ETF
+0.8%
+$2,919.61 
IQLT iShares MSCI International Quality Factor ETF
+0.8%
+$6,579.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$29,444.8 
EFA iShares MSCI EAFE ETF
+0.78%
+$29,177.01 
VIS Vanguard Industrials ETF
+0.77%
+$1,809.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$3,858.93 
HON Honeywell International Inc.
+0.75%
+$1,734.05 
SCHF Schwab International Equity ETF
+0.74%
+$8,363.8 
SYK Stryker Corporation
+0.73%
+$3,971.03 
VYMI Vanguard International High Dividend Yield Index Fund
+0.72%
+$1,840.33 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$5,396.4 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.7%
+$5,840.51 
SOFI SoFi Technologies, Inc.
+0.7%
+$2,005.5 
V Visa Inc. Class A
+0.68%
+$10,945.8 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$16,244.74 
XOM Exxon Mobil Corporation
+0.59%
+$4,727.89 
FDVV Fidelity High Dividend ETF
+0.58%
+$1,519.2 
COST Costco Wholesale Corporation
+0.58%
+$7,531.68 
VTV Vanguard Value ETF
+0.58%
+$3,948.69 
VCR Vanguard Consumer Discretionary ETF
+0.54%
+$1,542.94 
VNQ Vanguard Real Estate ETF
+0.54%
+$5,716.34 
NVDA NVIDIA Corporation
+0.53%
+$15,214.56 
IUSV iShares Core S&P U.S. Value ETF
+0.51%
+$3,936.46 
IVE ISHARES S&P 500 VALUE ETF
+0.47%
+$2,856 
CAT Caterpillar Inc.
+0.47%
+$1,485.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.46%
+$4,296.35 
IWD iShares Russell 1000 Value ETF
+0.45%
+$2,222.95 
VONV Vanguard Russell 1000 Value Index Fund
+0.44%
+$4,753.48 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$6,876.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.41%
+$9,393.18 
COWZ Pacer US Cash Cows 100 ETF
+0.4%
+$2,648.24 
PGX Invesco Preferred ETF
+0.4%
+$605.28 
WMT Walmart Inc.
+0.36%
+$6,222.09 
JEPI JPMorgan Equity Premium Income Fund
+0.36%
+$3,495.66 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.36%
+$1,166.98 
SMOT VanEck Morningstar SMID Moat ETF
+0.36%
+$3,234.28 
SLV iShares Silver Trust
+0.35%
+$1,258.2 
ABBV AbbVie Inc.
+0.33%
+$1,080.16 
GLD SPDR Gold Shares
+0.27%
+$9,721.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$3,591.41 
KR Kroger Co.
+0.24%
+$648 
VO Vanguard Mid-Cap ETF
+0.2%
+$3,463.68 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$2,955.42 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.18%
+$715.83 
KDP Keurig Dr Pepper Inc.
+0.18%
+$546.96 
AOA iShares Core Aggressive Allocation ETF
+0.16%
+$378.72 
TROW T. Rowe Price Group, Inc.
+0.16%
+$567.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$735.91 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.14%
+$1,994.55 
PLD Prologis Inc.
+0.13%
+$599.25 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.11%
+$407.7 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$743.96 
VT Vanguard Total World Stock ETF
+0.11%
+$4,430.2 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$1,188.97 
MDY SPDR S&P MidCap 400 ETF Trust
+0.1%
+$596.02 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$2,292.73 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.09%
+$386.23 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$2,404.8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$181.82 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$386.37 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$771.79 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$958.03 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.07%
+$172.13 
MBB iShares MBS ETF
+0.07%
+$1,264.77 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$1,040.97 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$389.9 
AOK iShares Core Conservative Allocation ETF
+0.06%
+$131.5 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$622.53 
AMZN Amazon.com Inc
+0.06%
+$1,298.92 
VOO Vanguard S&P 500 ETF
+0.06%
+$369.76 
BND Vanguard Total Bond Market Index Fund
+0.06%
+$708.31 
IJH iShares Core S&P Mid-Cap ETF
+0.06%
+$404.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$499.5 
PFE Pfizer Inc.
+0.05%
+$233.29 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$415.34 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.05%
+$340.67 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$434.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.05%
+$487.85 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$3,119.64 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.04%
+$114.39 
JCPB JPMorgan Core Plus Bond ETF
+0.04%
+$1,270.12 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.04%
+$368.93 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$260 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$137.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.04%
+$157.71 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$221.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.03%
+$326.95 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.03%
+$299.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$1,122.03 
WM Waste Management, Inc.
+0.02%
+$69.45 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$118.3 
BALT Inn Defined Wealth Shield Mutual Fund
+0.01%
+$120.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.01%
+$374.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$125.16 
JBND JPMorgan Active Bond ETF
+0.01%
+$37.4 
IVV iShares Core S&P 500 ETF
+0.01%
+$2,137.81 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.01%
+$229.47 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$14.25 
WSR Whitestone REIT
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
-2.18%
-$8,604 
NFLX Netflix, Inc.
-2.06%
-$3,752.45 
ORCL Oracle Corporation
-2.05%
-$4,154.54 
META Meta Platforms Inc Class A
-1.68%
-$25,167.48 
AVGO Broadcom Inc.
-1.57%
-$20,753.18 
SNAP Snap Inc.
-1.4%
-$2,083.5 
VRT Vertiv Holdings Co
-1.01%
-$2,376 
FTEC Fidelity MSCI Information Technology Index ETF
-0.95%
-$10,158.12 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$5,250.07 
DELL Dell Technologies Inc.
-0.89%
-$8,448.44 
VBK Vanguard Small-Cap Growth ETF
-0.88%
-$8,206.87 
SCHW Charles Schwab Corporation
-0.75%
-$1,714.65 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$16,780.5 
GOOGL Alphabet Inc
-0.67%
-$5,454.35 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$3,668.25 
IEMG iShares Core MSCI Emerging Markets ETF
-0.62%
-$9,195.11 
GOOG Alphabet Inc
-0.57%
-$3,061.47 
VOX Vanguard Communication Services ETF
-0.52%
-$1,224.09 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$7,779.3 
MSFT Microsoft Corp.
-0.47%
-$10,601.88 
BX Blackstone Inc.
-0.45%
-$2,672.46 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$3,762 
VONG Vanguard Russell 1000 Growth Fund
-0.42%
-$1,735.54 
AZN AstraZeneca PLC American Depositary Shares
-0.39%
-$772.05 
JQUA JPMorgan U.S. Quality Factor ETF
-0.36%
-$1,782 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.35%
-$2,013.69 
VUG Vanguard Growth ETF
-0.35%
-$2,428.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.35%
-$1,596.62 
XLC Communication Services Select Sector SPDR Fund
-0.32%
-$1,191.38 
IUSG iShares Core S&P U.S. Growth ETF
-0.28%
-$3,619.9 
BAC-PL Bank of America Corporation
-0.24%
-$3,026.88 
HOOD Robinhood Markets, Inc.
-0.24%
-$732.49 
FHLC Fidelity MSCI Health Care Index ETF
-0.21%
-$879.73 
IWM iShares Russell 2000 ETF
-0.2%
-$3,012.17 
WFC-PL Wells Fargo & Company
-0.18%
-$1,386 
SCHA Schwab U.S. Small-Cap ETF
-0.17%
-$615.67 
VB Vanguard Small-Cap ETF
-0.16%
-$5,834.64 
IBIT iShares Bitcoin Trust
-0.09%
-$417.91 
NUV Nuveen Municipal Value Fund, Inc.
-0.06%
-$50 
PRU Prudential Financial, Inc.
-0.05%
-$239.34 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
-0.05%
-$805.87 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$66.87 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$106.86 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 516/763 67% | Profit Factor 10.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,568.83 |
| Average Win $66,084.64 | Best Trade (Oct 15) $5.53M | Sharpe Ratio -11.91 |
| Average Loss -$13,691.32 | Worst Trade (Jun 30) -$323,259.08 | Z-Score 4.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $40,259.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,745 | $961,342.88 | $1.29M | - | $329,858.22 | 34.31% | +0.813% |
| ABBV AbbVie Inc. | 1,149 | $265,457.27 | $326,706.76 | - | $61,249.49 | 23.07% | +0.332% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,506 | $450,024.43 | $430,075.17 | - | -$19,949.26 | -4.43% | +0.037% |
| AMZN Amazon.com Inc | 8,625 | $1.9M | $2.2M | - | $301,617.07 | 15.9% | +0.059% |
| AOA iShares Core Aggressive Allocation ETF | 2,367 | $211,961.52 | $231,042.87 | - | $19,081.35 | 9% | +0.164% |
| AOK iShares Core Conservative Allocation ETF | 5,260 | $209,821 | $213,582.3 | - | $3,761.3 | 1.79% | +0.062% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,918 | $234,642.79 | $240,416.43 | - | $5,773.64 | 2.46% | +0.072% |
| AVGO Broadcom Inc. | 3,829 | $902,938.44 | $1.3M | - | $394,747.95 | 43.72% | -1.574% |
| AZN AstraZeneca PLC American Depositary Shares | 1,197 | $236,072 | $198,743.89 | - | -$37,328.11 | -15.81% | -0.387% |
| BA Boeing Company | 1,945 | $407,825.86 | $372,117.4 | - | -$35,708.46 | -8.76% | +1.372% |
| BAC-PL Bank of America Corporation | 1,051 | $1.28M | $1.23M | - | -$46,608.36 | -3.64% | -0.245% |
| BALT Inn Defined Wealth Shield Mutual Fund | 24,159 | $808,481 | $847,135.33 | - | $38,654.33 | 4.78% | +0.014% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,098 | $558,934.83 | $558,329.22 | - | -$605.61 | -0.11% | +0.021% |
| BND Vanguard Total Bond Market Index Fund | 18,350 | $1.34M | $1.3M | - | -$35,896.69 | -2.69% | +0.055% |
| BRK-B Berkshire Hathaway Inc. | 3,598 | $1.63M | $1.91M | - | $274,833.28 | 16.81% | +0.967% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 41,534 | $807,549.1 | $812,405.04 | - | $4,855.94 | 0.6% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 51,453 | $1M | $1.01M | - | $3,745.23 | 0.37% | +0.077% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,418 | $881,119.33 | $878,129.05 | - | -$2,990.28 | -0.34% | +0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 37,198 | $690,239.6 | $681,653.35 | - | -$8,586.25 | -1.24% | +0.109% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 62,253 | $1.03M | $1.01M | - | -$18,931.6 | -1.83% | +0.061% |
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Option values are updated at end of day.
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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 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 - $486,204.77, Robinhood Markets, Inc - $213,065, JPMorgan Nasdaq Equity Premium Income ETF - $212,789.66, and Schwab U.S. Dividend Equity ETF - $200,475.96. 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 $5.87M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $417,613.59, JPMorgan Nasdaq Equity Premium Income ETF - $210,233.26, Schwab U.S. Dividend Equity ETF - $193,251.95, JPMorgan Core Plus Bond ETF - $188,658.51, and JPMorgan Equity Premium Income Fund - $183,414.08. 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.
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