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:
75.73%
Gain +0.83%
Monthly
1.29%
Yearly
16.6%
Drawdown
17.9%
$675.47M
Equity
Holdings
$675.47M
Investment
$540.97M
$163.35M
Profit +$3.06M
Realized
$28.86M
Unrealized
$134.5M
Dividends
$41.85M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$3.06M
Win %
85%
This Week
Compared To Last Week
Gain
0.79%
Profit
$5.26M
Win %
85%
This Month
Compared to last month
Gain
-0.28%
Profit
-$1.91M
Win %
85%
This Year
Compared to last year
Gain
0.23%
Profit
$1.57M
Win %
86%
AVGO Broadcom Inc.
+4.41%
+$18,415.99 
AMD Advanced Micro Devices, Inc.
+3.77%
+$52,502.8 
AXON Axon Enterprise, Inc.
+2.09%
+$5,196.95 
LLY Eli Lilly and Company
+1.72%
+$7,045.44 
HONA Honeywell Aerospace Inc.
+1.63%
+$3,042 
SPCX Space Exploration Technologies Corp. Class A
+1.61%
+$3,243 
AMZN Amazon.com Inc
+1.49%
+$27,168.82 
WMT Walmart Inc.
+1.35%
+$6,763.7 
MSFT Microsoft Corp.
+1.28%
+$20,166.11 
DFAR Dimensional US Real Estate ETF
+1.16%
+$15,318.57 
NVDA NVIDIA Corporation
+1.14%
+$36,017.02 
EPD Enterprise Products Partners L.P.
+1.14%
+$3,858.12 
DFGR Dimensional Global Real Estate ETF
+1.1%
+$273,730.21 
CVX Chevron Corporation
+0.87%
+$5,148 
XOM Exxon Mobil Corporation
+0.83%
+$12,038.19 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$2,081.64 
SPY SPDR S&P 500 ETF Trust
+0.81%
+$49,551.68 
IVV iShares Core S&P 500 ETF
+0.8%
+$1,790.88 
IJH iShares Core S&P Mid-Cap ETF
+0.79%
+$2,146.36 
VOO Vanguard S&P 500 ETF
+0.79%
+$3,829.55 
DFUS Dimensional U.S. Equity Market ETF
+0.79%
+$8,535.27 
DFSU Dimensional US Sustainability Core 1 ETF
+0.78%
+$10,842.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$26,766.16 
IOO iShares Global 100 ETF
+0.76%
+$5,094.05 
TXN Texas Instruments Inc
+0.74%
+$2,554.97 
QQQ Invesco QQQ Trust, Series 1
+0.74%
+$7,084.23 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$17,006.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.72%
+$2,029.88 
DFVX Dimensional US Large Cap Vector ETF
+0.7%
+$9,874.37 
DCOR Dimensional US Core Equity 1 ETF
+0.7%
+$12,544.39 
BNOV FGCI Inc.
+0.69%
+$2,892.29 
DFAU Dimensional US Core Equity Market ETF
+0.69%
+$666,803.54 
VDE Vanguard Energy ETF
+0.66%
+$4,637.73 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.65%
+$4,571.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.64%
+$1,359.99 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.61%
+$37,913.15 
IFEB Innovator International Developed Power Buffer ETF - February
+0.59%
+$9,629.81 
GLD SPDR Gold Shares
+0.58%
+$2,470.61 
INOV Innovator International Developed Power Buffer ETF – November
+0.57%
+$1,277.42 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.57%
+$3,018.33 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$169,760.48 
DUHP Dimensional US High Profitability ETF
+0.55%
+$163,371.3 
TSLA Tesla, Inc.
+0.55%
+$2,036.87 
IJAN Innovator International Developed Power Buffer ETF - January
+0.53%
+$12,090.28 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$472,533 
LMT Lockheed Martin Corporation
+0.52%
+$2,324.07 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.52%
+$6,940.48 
BMAY Innovator U.S. Equity Buffer Fund
+0.51%
+$2,528.17 
DFSI Dimensional International Sustainability Core 1 ETF
+0.51%
+$3,587.31 
DFIS Dimensional International Small Cap ETF
+0.48%
+$6,861.23 
CRGY Crescent Energy Inc.
+0.48%
+$1,132.62 
BMAR Innovator U.S. Equity Buffer ETF
+0.46%
+$2,328.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.45%
+$19,312.34 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.45%
+$12,236.76 
ISEP Innovator International Developed Power Buffer ETF – September
+0.45%
+$1,938.15 
DFUV Dimensional US Marketwide Value ETF
+0.44%
+$134,149.51 
IOCT Innovator International Developed Power Buffer ETF – October
+0.42%
+$8,668.16 
IJUN Innovator International Developed Power Buffer ETF - June
+0.42%
+$4,432.87 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.41%
+$19,824.8 
DFAT Dimensional US Targeted Value ETF
+0.39%
+$66,866.39 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$77,444.68 
UAUG Innovator U.S. Equity Ultra Fund
+0.38%
+$2,669.59 
GOOGL Alphabet Inc
+0.36%
+$2,064.48 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.36%
+$2,918.99 
IAPR Innovator International Developed Power Buffer ETF
+0.36%
+$5,886.93 
DFGP Dimensional Global Core Fixed Income Fund
+0.34%
+$192,816.37 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.34%
+$1,529.1 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.34%
+$4,178.49 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.32%
+$2,298 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.29%
+$1,355.55 
UDEC Innovator U.S. Equity Ultra Fund
+0.29%
+$940 
DFCF Dimensional Core Fixed Income ETF
+0.29%
+$236,875.25 
IMAY Innovator International Developed Power Buffer ETF - May
+0.29%
+$2,296.81 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.28%
+$8,287.2 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.28%
+$9,946.68 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.27%
+$1,556.41 
TRGP Targa Resources Corp.
+0.24%
+$1,029.7 
BAPR Innovator U.S. Equity Buffer ETF
+0.23%
+$1,049.99 
BALT Inn Defined Wealth Shield Mutual Fund
+0.21%
+$2,874.53 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.16%
+$89,514.08 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.16%
+$1,524.15 
GOOG Alphabet Inc
+0.12%
+$480.81 
MU Micron Technology, Inc.
+0.12%
+$297.64 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.07%
+$673.8 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.06%
+$434.37 
AAPL Apple Inc.
+0.04%
+$3,018.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.04%
+$76.47 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
SGVT Schwab Government Money Market ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZSEP
ZSEP
0%
$0 ZFEB
ZFEB
0%
$0 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
0%
$0 
CAI Caris Life Sciences, Inc.
-6.19%
-$43,287 
WTTR Select Water Solutions Inc.
-1.05%
-$6,803.37 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.52%
-$1,269.84 
DBC Invesco DB Commodity Index Tracking Fund
-0.25%
-$899.28 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.17%
-$1,037.9 
META Meta Platforms Inc Class A
-0.15%
-$491.41 
VLO Valero Energy Corporation
-0.11%
-$371.76 
DFAE Dimensional Emerging Core Equity Market ETF
-0.11%
-$37,112.26 
JPM JPMorgan Chase & Co.
-0.1%
-$416.96 
EAPR Innovator Emerging Markets Power Buffer ETF - April
-0.09%
-$1,037.97 Events
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Dividends
Dividend Analysis
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| Trades 904 | Longs Won 765/904 84% | Profit Factor 20.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $847,746.94 |
| Average Win $224,596.27 | Best Trade (Sep 04) $15.71M | Sharpe Ratio -10.85 |
| Average Loss -$60,885.6 | Worst Trade (Oct 05) -$1.88M | Z-Score 30.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $180,700.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,821 | $3.06M | $6.93M | - | $3.87M | 126.49% | +0.044% |
| AMD Advanced Micro Devices, Inc. | 2,206 | $236,051.73 | $1.45M | - | $1.21M | 512.64% | +3.767% |
| AMZN Amazon.com Inc | 7,245 | $1.04M | $1.85M | - | $806,951.69 | 77.47% | +1.492% |
| AVGO Broadcom Inc. | 1,151 | $206,495.52 | $435,665.01 | - | $229,169.49 | 110.98% | +4.414% |
| AXON Axon Enterprise, Inc. | 605 | $243,766.44 | $254,342 | - | $10,575.56 | 4.34% | +2.086% |
| BALT Inn Defined Wealth Shield Mutual Fund | 38,327 | $1.24M | $1.34M | - | $100,673.89 | 8.1% | +0.214% |
| BAPR Innovator U.S. Equity Buffer ETF | 8,454 | $363,108.86 | $465,604.05 | - | $102,495.19 | 28.23% | +0.226% |
| BJUN Innovator U.S. Equity Buffer ETF - June | 14,137 | $552,473.78 | $713,706.44 | - | $161,232.66 | 29.18% | +0.645% |
| BMAR Innovator U.S. Equity Buffer ETF | 8,466 | $328,466.92 | $506,478.45 | - | $178,011.53 | 54.19% | +0.462% |
| BMAY Innovator U.S. Equity Buffer Fund | 10,137 | $427,781.25 | $498,689.71 | - | $70,908.46 | 16.58% | +0.51% |
| BNOV FGCI Inc. | 8,457 | $373,468.56 | $423,188.28 | - | $49,719.72 | 13.31% | +0.688% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 9,582 | $464,082.38 | $536,160.81 | - | $72,078.43 | 15.53% | +0.566% |
| BRK-B Berkshire Hathaway Inc. | 4,634 | $2.13M | $2.35M | - | $219,161.15 | 10.27% | +0.728% |
| CAI Caris Life Sciences, Inc. | 23,025 | $696,506.25 | $656,442.75 | - | -$40,063.5 | -5.75% | -6.186% |
| CRGY Crescent Energy Inc. | 17,425 | $171,114 | $237,415.62 | - | $66,301.62 | 38.75% | +0.479% |
| CVX Chevron Corporation | 2,860 | $417,886.63 | $595,652.2 | - | $177,765.57 | 42.54% | +0.872% |
| DBC Invesco DB Commodity Index Tracking Fund | 11,241 | $280,575.68 | $363,196.71 | - | $82,621.03 | 29.45% | -0.247% |
| DCOR Dimensional US Core Equity 1 ETF | 21,334 | $1.36M | $1.81M | - | $447,882.19 | 32.92% | +0.699% |
| DDFA Innovator Equity Dual Directional 15 Buffer ETF - April | 55,226 | $1.12M | $1.14M | - | $25,139.08 | 2.25% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 137,866 | $3.76M | $6.28M | - | $2.52M | 67.21% | +0.607% |
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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 - $15.02M, Dimensional International Core Equity Market ETF - $9M, Dimensional US Large Cap Value ETF - $8.46M, Dimensional Short-Duration Fixed Income ETF - $5.44M, and Dimensional US Targeted Value ETF - $4.34M. 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 $41.85M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $14.33M, Dimensional International Core Equity Market ETF - $6.37M, Dimensional Short-Duration Fixed Income ETF - $5.38M, Dimensional Global Core Fixed Income Fund - $2.98M, and Dimensional Global Real Estate ETF - $2.07M. 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.
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