RS
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:
20.79%
Gain 0%
Monthly
0.6%
Yearly
7.41%
Drawdown
10.82%
$694.78M
Equity
Holdings
$694.78M
Investment
$544.9M
$166.83M
Profit +$5,880.96
Realized
$16.95M
Unrealized
$149.87M
Dividends
$34.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$5,880.96
Win %
93%
This Week
Compared To Last Week
Gain
0.67%
Profit
$4.6M
Win %
93%
This Month
Compared to last month
Gain
0.81%
Profit
$5.57M
Win %
93%
This Year
Compared to last year
Gain
8.75%
Profit
$55.92M
Win %
93%
AMD Advanced Micro Devices, Inc.
+6.98%
+$78,482.31 
META Meta Platforms Inc Class A
+4.67%
+$15,211 
TXN Texas Instruments Inc
+4.06%
+$14,627.34 
NVDA NVIDIA Corporation
+3.54%
+$103,738.14 
HON Honeywell International Inc.
+3.22%
+$17,352.4 
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$29,616.58 
AMZN Amazon.com Inc
+3.13%
+$51,042.54 
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$1.08M 
AVGO Broadcom Inc.
+3.11%
+$15,609.04 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.87%
+$6,872.22 
GOOGL Alphabet Inc
+2.69%
+$17,889.54 
GLD SPDR Gold Shares
+2.59%
+$25,034.96 
GOOG Alphabet Inc
+2.5%
+$10,578.9 
MSFT Microsoft Corp.
+2.31%
+$27,547.14 
MLM Martin Marietta Materials, Inc.
+2%
+$7,363.72 
AAPL Apple Inc.
+1.82%
+$141,618.59 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$108,865.01 
VOO Vanguard S&P 500 ETF
+1.74%
+$5,013.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$53,524.84 
DUHP Dimensional US High Profitability ETF
+1.58%
+$394,156.71 
DFAU Dimensional US Core Equity Market ETF
+1.58%
+$1.43M 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+1.55%
+$24,605.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.44%
+$60,312.6 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$30,534.9 
DCOR Dimensional US Core Equity 1 ETF
+1.25%
+$19,882.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$71,615.42 
BNOV FGCI Inc.
+1.2%
+$6,030.03 
BJUN Innovator U.S. Equity Buffer ETF - June
+1.19%
+$8,128.77 
CAI Caris Life Sciences, Inc.
+1.17%
+$4,835.25 
TSLA Tesla, Inc.
+1.16%
+$3,285.12 
DFSU Dimensional US Sustainability Core 1 ETF
+1.12%
+$15,829.14 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.09%
+$3,186.74 
BMAY Innovator U.S. Equity Buffer Fund
+1.09%
+$8,592.4 
DFVX Dimensional US Large Cap Vector ETF
+1.02%
+$13,952.19 
IOO iShares Global 100 ETF
+1.01%
+$6,454 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+1%
+$5,054.52 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.93%
+$12,070.4 
BMAR Innovator U.S. Equity Buffer ETF
+0.92%
+$3,567.44 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.91%
+$10,204.15 
IJUN Innovator International Developed Power Buffer ETF - June
+0.83%
+$8,865.74 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.82%
+$15,208.16 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.79%
+$5,515.2 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.78%
+$40,612.55 
BAPR Innovator U.S. Equity Buffer ETF
+0.76%
+$3,146.63 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.74%
+$3,211.11 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.72%
+$16,057.32 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.7%
+$28,736.68 
DFSI Dimensional International Sustainability Core 1 ETF
+0.7%
+$4,922.16 
UDEC Innovator U.S. Equity Ultra Fund
+0.65%
+$2,016.86 
DFIS Dimensional International Small Cap ETF
+0.64%
+$9,367.21 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.63%
+$3,345.52 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.57%
+$5,255.64 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.55%
+$14,256.32 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$503,900.96 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.5%
+$5,150.62 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$1,193.64 
INOV Innovator International Developed Power Buffer ETF – November
+0.49%
+$1,078.15 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$145,072 
IOCT Innovator International Developed Power Buffer ETF – October
+0.44%
+$10,744.33 
UAUG Innovator U.S. Equity Ultra Fund
+0.42%
+$2,848.86 
ISEP Innovator International Developed Power Buffer ETF – September
+0.42%
+$1,797.49 
IJAN Innovator International Developed Power Buffer ETF - January
+0.42%
+$15,875.12 
IMAY Innovator International Developed Power Buffer ETF - May
+0.38%
+$4,508.75 
IAPR Innovator International Developed Power Buffer ETF
+0.34%
+$6,296.04 
AXON Axon Enterprise, Inc.
+0.34%
+$901.32 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.25%
+$4,920 
IFEB Innovator International Developed Power Buffer ETF - February
+0.23%
+$4,650.62 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$79,805.7 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$438.6 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.12%
+$741.27 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.12%
+$1,301.8 
DFGP Dimensional Global Core Fixed Income Fund
+0.12%
+$73,339.5 
DFNM Dimensional National Municipal Bond ETF
+0.09%
+$1,179.49 
BALT Inn Defined Wealth Shield Mutual Fund
+0.09%
+$1,032.3 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$59,607.6 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$35,133.39 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$9,710.84 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.02%
+$94.36 
ZFEB
0%
$0 
ZSEP
0%
$0 
TPL Texas Pacific Land Corporation
-4.26%
-$13,533.06 
XOM Exxon Mobil Corporation
-4.14%
-$56,082.76 
TRGP Targa Resources Corp.
-3.77%
-$15,127.74 
CVX Chevron Corporation
-3.64%
-$22,574.23 
VDE Vanguard Energy ETF
-3.44%
-$22,024.26 
WTTR Select Water Solutions Inc.
-2.25%
-$13,768.73 
EPD Enterprise Products Partners L.P.
-2.01%
-$6,889.5 
LMT Lockheed Martin Corporation
-1.84%
-$11,086.67 
IBM International Business Machines Corporation
-1.3%
-$2,492.18 
DBC Invesco DB Commodity Index Tracking Fund
-1.16%
-$3,709.53 
DFAR Dimensional US Real Estate ETF
-0.86%
-$11,602.58 
DFAT Dimensional US Targeted Value ETF
-0.68%
-$139,101.2 
DFGR Dimensional Global Real Estate ETF
-0.65%
-$176,976.83 
JPM JPMorgan Chase & Co.
-0.41%
-$1,717.33 
LLY Eli Lilly and Company
-0.32%
-$740.95 
WMT Walmart Inc.
-0.18%
-$1,193.29 Events
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Dividends
Dividend Analysis
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| Trades 757 | Longs Won 657/757 86% | Profit Factor 112.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $989,907.65 |
| Average Win $256,200.74 | Best Trade (Jun 15) $17.32M | Sharpe Ratio -5.45 |
| Average Loss -$14,964.12 | Worst Trade (Jun 11) -$306,002.25 | Z-Score 43.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $220,379.75 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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