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:
1.3%
Gain
Monthly
0.07%
Yearly
0.84%
Drawdown
18.27%
$186.61M
Equity
Holdings
$186.61M
Investment
$159.93M
$28.37M
Profit -$807,048.05
Realized
$1.69M
Unrealized
$26.68M
Dividends
$5.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$807,048.05
Win %
69%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$950,248.62
Win %
69%
This Month
Compared to last month
Gain
0.08%
Profit
$152,626.98
Win %
69%
This Year
Compared to last year
Gain
7.74%
Profit
$13.4M
Win %
71%
JNJ Johnson & Johnson
+1.83%
+$10,638.94 
FANG Diamondback Energy Inc
+1.81%
+$5,271.6 
LMT Lockheed Martin Corporation
+1.71%
+$4,087.35 
KR Kroger Co.
+1.66%
+$4,212 
RTX RTX Corporation
+1.57%
+$11,006.82 
ABBV AbbVie Inc.
+1.57%
+$4,584.51 
ITA iShares U.S. Aerospace & Defense ETF
+1.53%
+$7,112.95 
XOM Exxon Mobil Corporation
+1.32%
+$8,773.78 
CVX Chevron Corporation
+1.26%
+$6,855.57 
PRU Prudential Financial, Inc.
+1.25%
+$5,903.72 
TMUS T-Mobile US, Inc.
+1.21%
+$5,755.1 
HON Honeywell International Inc.
+1.17%
+$2,913.86 
LLY Eli Lilly and Company
+1.17%
+$6,942.79 
WMT Walmart Inc.
+1.04%
+$17,518.35 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$18,439.75 
PLD Prologis Inc.
+0.96%
+$5,076 
PFE Pfizer Inc.
+0.91%
+$3,575.63 
VNQ Vanguard Real Estate ETF
+0.89%
+$10,441.07 
XLU Utilities Select Sector SPDR Fund
+0.86%
+$3,070.08 
XLE Energy Select Sector SPDR Fund
+0.81%
+$2,856.14 
JPM JPMorgan Chase & Co.
+0.78%
+$6,250.49 
DELL Dell Technologies Inc.
+0.76%
+$5,965.96 
BA Boeing Company
+0.72%
+$2,995.3 
ORCL Oracle Corporation
+0.72%
+$1,342.12 
OKE ONEOK, Inc.
+0.67%
+$2,241.3 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.66%
+$1,455.35 
PG Procter & Gamble Co
+0.62%
+$2,986.38 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$2,299 
IGF iShares Global Infrastructure ETF
+0.59%
+$2,269.28 
DVY iShares Select Dividend ETF
+0.58%
+$9,160.83 
XLV Health Care Select Sector SPDR Fund
+0.56%
+$4,808.7 
GLD SPDR Gold Shares
+0.55%
+$19,064.85 
FHLC Fidelity MSCI Health Care Index ETF
+0.53%
+$2,111.34 
VTV Vanguard Value ETF
+0.4%
+$2,693.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$13,642.66 
AZN AstraZeneca PLC American Depositary Shares
+0.38%
+$766.08 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.34%
+$2,251.87 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$7,059.63 
UPS United Parcel Service, Inc.
+0.25%
+$1,270.78 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$6,304.7 
MBB iShares MBS ETF
+0.24%
+$4,378.05 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.23%
+$1,004.18 
WM Waste Management, Inc.
+0.23%
+$763.95 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$991.32 
HD The Home Depot, Inc.
+0.22%
+$2,031.9 
TJX The TJX Companies, Inc.
+0.22%
+$804.44 
VIS Vanguard Industrials ETF
+0.21%
+$535.82 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$2,664.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$5,120.69 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$2,745.83 
JBND JPMorgan Active Bond ETF
+0.18%
+$710.5 
IUSB iShares Core Universal USD Bond ETF
+0.16%
+$827.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$1,700.14 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.15%
+$1,064.8 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$4,451.77 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.15%
+$1,025.42 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.14%
+$385.59 
IVE ISHARES S&P 500 VALUE ETF
+0.14%
+$828.75 
KMI Kinder Morgan, Inc.
+0.14%
+$351.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$683.35 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$1,245.06 
COWZ Pacer US Cash Cows 100 ETF
+0.12%
+$709.35 
IUSV iShares Core S&P U.S. Value ETF
+0.11%
+$814.44 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$1,188.97 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.1%
+$922.33 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$2,774.78 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$888.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$545.86 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$1,338.39 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$181.82 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$749.83 
KDP Keurig Dr Pepper Inc.
+0.06%
+$179.59 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$415.34 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$434.18 
VONV Vanguard Russell 1000 Value Index Fund
+0.05%
+$480.15 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.04%
+$163.08 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$260 
IWD iShares Russell 1000 Value ETF
+0.04%
+$183.63 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$152.45 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$257.26 
COST Costco Wholesale Corporation
+0.02%
+$243.96 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
0%
$0 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
0%
$0 
WSR Whitestone REIT
0%
$0 
NFLX Netflix, Inc.
-7.78%
-$14,520.35 
META Meta Platforms Inc Class A
-5.7%
-$76,820.72 
HOOD Robinhood Markets, Inc.
-5.57%
-$17,405 
SNAP Snap Inc.
-3.63%
-$3,935.5 
VRT Vertiv Holdings Co
-2.84%
-$9,174.01 
SOFI SoFi Technologies, Inc.
-2.81%
-$9,286.42 
GOOGL Alphabet Inc
-2.54%
-$20,900.63 
GOOG Alphabet Inc
-2.48%
-$13,694.84 
MSFT Microsoft Corp.
-2.36%
-$39,526.49 
VOX Vanguard Communication Services ETF
-2.35%
-$5,499.27 
SYK Stryker Corporation
-2.28%
-$13,944.85 
NVDA NVIDIA Corporation
-2.08%
-$56,529.96 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$11,542.76 
MP MP Materials Corp.
-1.94%
-$5,143.6 
XLC Communication Services Select Sector SPDR Fund
-1.88%
-$7,114.72 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$27,111.37 
V Visa Inc. Class A
-1.83%
-$27,040.18 
GS The Goldman Sachs Group, Inc.
-1.76%
-$10,312.64 
IBIT iShares Bitcoin Trust
-1.75%
-$6,086.48 
VUG Vanguard Growth ETF
-1.69%
-$11,256.6 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$13,885.2 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$6,617.76 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$39,086.7 
XLK State Street Technology Select Sector SPDR ETF
-1.6%
-$8,329.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.49%
-$8,242.08 
AVGO Broadcom Inc.
-1.47%
-$21,059.46 
IUSG iShares Core S&P U.S. Growth ETF
-1.43%
-$18,236.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.43%
-$22,041.35 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$6,322.64 
FTEC Fidelity MSCI Information Technology Index ETF
-1.41%
-$14,086.17 
TROW T. Rowe Price Group, Inc.
-1.25%
-$5,108.4 
IGV iShares Expanded Tech-Software Sector ETF
-1.24%
-$4,176 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$11,065.33 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$25,002.44 
SCHC Schwab International Small-Cap Equity ETF
-1.06%
-$2,391.61 
IMTM iShares MSCI International Momentum Factor ETF
-1.05%
-$8,169.55 
GDX VanEck Gold Miners ETF
-0.85%
-$6,127.45 
VT Vanguard Total World Stock ETF
-0.84%
-$34,268.9 
MS Morgan Stanley
-0.8%
-$4,033.75 
VCR Vanguard Consumer Discretionary ETF
-0.8%
-$2,385.57 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$12,347.72 
IVV iShares Core S&P 500 ETF
-0.79%
-$182,551.46 
VOO Vanguard S&P 500 ETF
-0.78%
-$4,939.33 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$6,893.1 
SCHB Schwab U.S. Broad Market ETF
-0.78%
-$3,008.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$7,885.08 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$48,394.61 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.76%
-$6,348.37 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$7,219.29 
SCHF Schwab International Equity ETF
-0.74%
-$8,363.8 
EFA iShares MSCI EAFE ETF
-0.73%
-$27,375.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$33,536.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$3,604.09 
BX Blackstone Inc.
-0.68%
-$4,799.52 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$1,526.71 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.54%
-$1,876.63 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$8,979.93 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$2,260.5 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.47%
-$14,685.76 
JQUA JPMorgan U.S. Quality Factor ETF
-0.47%
-$2,211 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$1,679.1 
AMZN Amazon.com Inc
-0.44%
-$9,401.25 
SCHW Charles Schwab Corporation
-0.39%
-$966 
VB Vanguard Small-Cap ETF
-0.38%
-$14,459.76 
IWM iShares Russell 2000 ETF
-0.35%
-$5,647.9 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$2,097.12 
IQLT iShares MSCI International Quality Factor ETF
-0.33%
-$2,714.09 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,552.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$756.3 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$663.93 
NUV Nuveen Municipal Value Fund, Inc.
-0.27%
-$250 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.24%
-$844.47 
AOK iShares Core Conservative Allocation ETF
-0.23%
-$499.7 
SMOT VanEck Morningstar SMID Moat ETF
-0.23%
-$2,079.18 
BALT Inn Defined Wealth Shield Mutual Fund
-0.22%
-$1,811.92 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,744.42 
XLF Financial Select Sector SPDR Fund
-0.15%
-$395.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,941.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,247.51 
BAC-PL Bank of America Corporation
-0.12%
-$1,555.48 
FDVV Fidelity High Dividend ETF
-0.11%
-$295.4 
PEP PepsiCo, Inc.
-0.11%
-$450.89 
WFC-PL Wells Fargo & Company
-0.11%
-$943.2 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$1,278.79 
VO Vanguard Mid-Cap ETF
-0.06%
-$1,082.4 
AAPL Apple Inc.
-0.06%
-$711.55 
CAT Caterpillar Inc.
-0.05%
-$201.16 
PGX Invesco Preferred ETF
-0.05%
-$75.66 
SLV iShares Silver Trust
-0.04%
-$139.8 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$28.79 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 548/763 71% | Profit Factor 13.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,393.36 |
| Average Win $55,967.36 | Best Trade (Jul 10) $4.77M | Sharpe Ratio -11.98 |
| Average Loss -$10,682.18 | Worst Trade (Jun 30) -$323,259.08 | Z-Score 9.01 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $37,186.69 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
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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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