Rebecca Sierp Portfolio
Invests via WPWealth LLP | Managed by WPWealth LLP
Invests via WPWealth LLP
Managed by WPWealth LLP
Automatically Tracked
Rebecca Sierp Profile
With a background in investment management, Rebecca Sierp is known for her acumen in assessing emerging opportunities within the technology sector. Her professional journey encompasses roles that bridge operational excellence and strategic oversight, underscoring her ability to identify and cultivate high-potential ventures. As a seasoned investor-operator, she plays an influential role in guiding startups through their growth phases while leveraging her extensive network of industry contacts to foster key partnerships. Sierp's contributions have positioned her as a noteworthy figure among innovative entrepreneurs aiming to disrupt traditional markets.
With a background in investment management, Rebecca Sierp is known for her acumen in assessing emerging opportunities within the technology sector. Her professional journey encompasses roles that bridge operational excellence and strategic oversight, underscoring her ability to identify and cultivate high-potential ventures. As a seasoned investor-operator, she plays an influential role in guiding startups through their growth phases while leveraging her extensive network of industry contacts to foster key partnerships. Sierp's contributions have positioned her as a noteworthy figure among innovative entrepreneurs aiming to disrupt traditional markets.
Investment Philosophy & Strategy
A keen eye for transformative technology defines Rebecca Sierp's investment strategy. With an emphasis on scalability and innovation, she seeks to back startups that challenge established paradigms. Her operational expertise complements her strategic insights, enabling her to identify promising ventures early in their development stages. By leveraging a robust network of industry leaders, Sierp not only invests capital but also provides essential mentorship and partnership opportunities for nascent companies. This dual approach fosters dynamic growth trajectories while maximizing value creation in the evolving tech landscape.
A keen eye for transformative technology defines Rebecca Sierp's investment strategy. With an emphasis on scalability and innovation, she seeks to back startups that challenge established paradigms. Her operational expertise complements her strategic insights, enabling her to identify promising ventures early in their development stages. By leveraging a robust network of industry leaders, Sierp not only invests capital but also provides essential mentorship and partnership opportunities for nascent companies. This dual approach fosters dynamic growth trajectories while maximizing value creation in the evolving tech landscape.
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:
71.99%
Gain -0.04%
Monthly
1.41%
Yearly
18.34%
Drawdown
17.9%
$686.35M
Equity
Holdings
$686.35M
Investment
$541.86M
$174.24M
Profit -$143,488.97
Realized
$28.86M
Unrealized
$145.38M
Dividends
$39.66M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$143,488.97
Win %
88%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$143,488.97
Win %
88%
This Month
Compared to last month
Gain
2.44%
Profit
$16.34M
Win %
88%
This Year
Compared to last year
Gain
1.85%
Profit
$12.46M
Win %
89%
ZSEP
+7.68%
+$18,421.52 
TRGP Targa Resources Corp.
+3.64%
+$13,739.14 
WTTR Select Water Solutions Inc.
+3.26%
+$21,382.02 
GLD SPDR Gold Shares
+1.02%
+$4,570.61 
GOOGL Alphabet Inc
+0.91%
+$5,255.06 
WMT Walmart Inc.
+0.72%
+$3,871.8 
TSLA Tesla, Inc.
+0.7%
+$2,263.21 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$255.52 
EPD Enterprise Products Partners L.P.
+0.07%
+$229.65 
DBC Invesco DB Commodity Index Tracking Fund
+0.05%
+$168.62 
CAI Caris Life Sciences, Inc.
+0.04%
+$230.25 
VDE Vanguard Energy ETF
+0.03%
+$197.35 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$8,247.17 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.03%
+$1,136.02 
AMD Advanced Micro Devices, Inc.
+0.03%
+$264.76 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
+0.02%
+$265.08 
DUHP Dimensional US High Profitability ETF
+0.01%
+$3,475.99 
IVV iShares Core S&P 500 ETF
+0.01%
+$17.22 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$18.34 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BAPR Innovator U.S. Equity Buffer ETF
0%
$0 
BMAR Innovator U.S. Equity Buffer ETF
0%
$0 
BMAY Innovator U.S. Equity Buffer Fund
0%
+$2.03 
BNOV FGCI Inc.
0%
$0 
BOCT Innovator U.S. Equity Buffer ETF BOCT
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFVX Dimensional US Large Cap Vector ETF
0%
-$4.98 
EAPR Innovator Emerging Markets Power Buffer ETF - April
0%
-$3.57 
EJAN Innovator Emerging Markets Power Buffer ETF
0%
+$2.6 
EJUL Innovator Emerging Markets Power Buffer ETF - July
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IFEB Innovator International Developed Power Buffer ETF - February
0%
$0 
IJUN Innovator International Developed Power Buffer ETF - June
0%
-$3.38 
IMAY Innovator International Developed Power Buffer ETF - May
0%
$0 
INOV Innovator International Developed Power Buffer ETF – November
0%
$0 
IOCT Innovator International Developed Power Buffer ETF – October
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
+$3.06 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
-$2.04 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
SGVT Schwab Government Money Market ETF
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UDEC Innovator U.S. Equity Ultra Fund
0%
$0 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
ZFEB
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$84,567.26 
AAPL Apple Inc.
-1.62%
-$105,562.47 
IOO iShares Global 100 ETF
-0.24%
-$1,613.5 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.11%
-$3,260.34 
CRGY Crescent Energy Inc.
-0.09%
-$174.25 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$12,616.3 
XOM Exxon Mobil Corporation
-0.06%
-$834.62 
AVGO Broadcom Inc.
-0.06%
-$270.51 
LLY Eli Lilly and Company
-0.05%
-$225.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$101.96 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$15,089.82 
META Meta Platforms Inc Class A
-0.05%
-$129.66 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$184.46 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$1,826.51 
GOOG Alphabet Inc
-0.02%
-$96.15 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$1,378.66 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$144.79 
MSFT Microsoft Corp.
-0.02%
-$299.14 
DFAR Dimensional US Real Estate ETF
-0.02%
-$273.55 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$192.53 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$5,475.49 
DFGR Dimensional Global Real Estate ETF
-0.02%
-$4,639.49 
VLO Valero Energy Corporation
-0.02%
-$39.54 
AMZN Amazon.com Inc
-0.01%
-$289.87 
VOO Vanguard S&P 500 ETF
-0.01%
-$74.72 
JPM JPMorgan Chase & Co.
-0.01%
-$65.14 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$213.34 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$31.86 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$10.22 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$1,269.59 
CVX Chevron Corporation
-0.01%
-$28.6 
LMT Lockheed Martin Corporation
-0.01%
-$26.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$8.29 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
-$109.04 
QQQ Invesco QQQ Trust, Series 1
0%
-$19.11 
AXON Axon Enterprise, Inc.
0%
-$3.03 
BJUN Innovator U.S. Equity Buffer ETF - June
0%
-$5.65 
EOCT Innovator Emerging Markets Power Buffer ETF - October
0%
-$5.39 
IAPR Innovator International Developed Power Buffer ETF
0%
-$19.51 
IJAN Innovator International Developed Power Buffer ETF - January
0%
-$23.65 
ISEP Innovator International Developed Power Buffer ETF – September
0%
-$2.49 
MU Micron Technology, Inc.
0%
-$2.41 
UAUG Innovator U.S. Equity Ultra Fund
0%
-$4.81 Events
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Dividends
Dividend Analysis
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| Trades 904 | Longs Won 779/904 86% | Profit Factor 48.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $869,030.22 |
| Average Win $228,336.02 | Best Trade (Aug 11) $15.44M | Sharpe Ratio -8.63 |
| Average Loss -$29,097.1 | Worst Trade (Aug 11) -$620,503.49 | Z-Score 38.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $192,739.63 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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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FAQ
Which stocks have generated the highest profits for Rebecca Sierp?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $14.68M, Dimensional International Core Equity Market ETF - $8.56M, Dimensional US Large Cap Value ETF - $8.34M, Dimensional Short-Duration Fixed Income ETF - $5.23M, and Dimensional US Targeted Value ETF - $4.28M. 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: FibroGen, Inc - $184,429, Quantum Computing Inc - $100,760, UnitedHealth Group Incorporated - $90,324.42, Twilio Inc - $89,822.91, and Bristol-Myers Squibb Company - $85,434.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rebecca Sierp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.66M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $13.99M, Dimensional International Core Equity Market ETF - $5.93M, Dimensional Short-Duration Fixed Income ETF - $5.17M, Dimensional Global Core Fixed Income Fund - $2.98M, and Dimensional US Core Equity Market ETF - $1.85M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rebecca Sierp's monthly returns?
Rebecca Sierp'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 Rebecca Sierp's strategy be considered aggressive or moderate?
Rebecca Sierp'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 Rebecca Sierp's strategy?
Rebecca Sierp'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.
