Investment Management
Total Companies
6
Portfolio Value
$23.98M
High Risk
2
Low Risk
2
Portfolio Companies
6 of 6 companies
| Company | Industry | Invested | Current | Gain/Loss | Growth | P/E | Debt | Risk | Reco | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| StayBlue Hotels | Hospitality | $5.00M | $4.20M | -$800K | -5% | 35.0 | 0.72 | High | EXIT | |
| GreenLeaf Organics | Consumer | $1.80M | $2.40M | +$600K | 32% | 18.0 | 0.15 | Low | INVEST | |
| UrbanNest Real Estate | Real | $8.00M | $9.50M | +$1.50M | 12% | 15.5 | 0.45 | Medium | HOLD | |
| PeakFit Sports | Consumer | $1.20M | $980K | -$220K | -8% | 40.0 | 0.61 | High | EXIT | |
| SunHarvest Foods | Consumer | $3.20M | $3.80M | +$600K | 21% | 20.0 | 0.33 | Medium | INVEST | |
| FreshSip Beverages | Consumer | $2.50M | $3.10M | +$600K | 18% | 22.5 | 0.28 | Low | INVEST |