Sara Amparan Portfolio
Invests via Prospera Capital Management LLC | Managed by Sara Amparan, Chase Deters
Invests via Prospera Capital Management LLC
Managed by Sara Amparan, Chase Deters
Automatically Tracked
Operating executive and investor with experience scaling technology and consumer businesses across growth and early-stage capital markets. Sara Amparan brings operating leadership, board-level experience and hands-on product and GTM execution to growth-stage companies, advising on fundraising, strategic partnerships and commercialization. Background blends operator-to-investor transitions, with emphasis on revenue acceleration, unit economics and founder-led governance; active in angel and seed syndicates.
Operating executive and investor with experience scaling technology and consumer businesses across growth and early-stage capital markets. Sara Amparan brings operating leadership, board-level experience and hands-on product and GTM execution to growth-stage companies, advising on fundraising, strategic partnerships and commercialization. Background blends operator-to-investor transitions, with emphasis on revenue acceleration, unit economics and founder-led governance; active in angel and seed syndicates.
Investment Philosophy & Strategy
Operates with an operator-investor mentality focused on early to growth-stage technology and consumer companies where hands-on GTM, product and unit-economics improvements drive value. Allocates capital to founder-led teams with clear revenue acceleration paths, prioritizing seed/series A and follow-on checks that de-risk milestones tied to customer acquisition and margin expansion. Employs active board/advisory involvement, syndicate co-investment and milestone-based deployment to shorten time-to-value. Risk discipline centers on measurable unit economics, capital efficiency and scalable go-to-market motions, favoring differentiated product-led or network effects businesses with durable monetization.
Operates with an operator-investor mentality focused on early to growth-stage technology and consumer companies where hands-on GTM, product and unit-economics improvements drive value. Allocates capital to founder-led teams with clear revenue acceleration paths, prioritizing seed/series A and follow-on checks that de-risk milestones tied to customer acquisition and margin expansion. Employs active board/advisory involvement, syndicate co-investment and milestone-based deployment to shorten time-to-value. Risk discipline centers on measurable unit economics, capital efficiency and scalable go-to-market motions, favoring differentiated product-led or network effects businesses with durable monetization.
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:
40.64%
Gain -0.35%
Monthly
1.68%
Yearly
22.16%
Drawdown
21.47%
$320.34M
Equity
Holdings
$320.34M
Investment
$276.4M
$78.72M
Profit -$707,313.58
Realized
$34.78M
Unrealized
$43.94M
Dividends
$7.78M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$707,313.58
Win %
69%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$707,313.58
Win %
69%
This Month
Compared to last month
Gain
-0.68%
Profit
-$2.2M
Win %
69%
This Year
Compared to last year
Gain
0.4%
Profit
$1.29M
Win %
69%
INTC Intel Corporation
+9.64%
+$16,133.04 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$8,348.86 
QCOM QUALCOMM Incorporated
+2.89%
+$5,912.17 
AVGO Broadcom Inc.
+2.62%
+$12,508.96 
NEE NextEra Energy, Inc.
+0.83%
+$2,381.88 
CVX Chevron Corporation
+0.74%
+$4,602.53 
VNQ Vanguard Real Estate ETF
+0.34%
+$725.4 
GOOGL Alphabet Inc
+0.24%
+$508.41 
GOOG Alphabet Inc
+0.23%
+$2,565.76 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$5,274.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JNJ Johnson & Johnson
-1.95%
-$4,924.3 
NVDA NVIDIA Corporation
-1.86%
-$83,118.82 
AFL Aflac Inc.
-1.5%
-$3,204.96 
PLTR Palantir Technologies Inc.
-1.47%
-$8,655.36 
MSFT Microsoft Corp.
-1.38%
-$14,945.42 
AAPL Apple Inc.
-1.24%
-$27,586.12 
IAU iShares Gold Trust
-1.05%
-$2,623.28 
SCHD Schwab U.S. Dividend Equity ETF
-1.03%
-$2,657.52 
WMT Walmart Inc.
-0.99%
-$3,020.34 
AVUV Avantis U.S. Small Cap Value ETF
-0.92%
-$9,149.4 
JPM JPMorgan Chase & Co.
-0.8%
-$7,012.74 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$7,527.26 
SCHW Charles Schwab Corporation
-0.68%
-$1,756.71 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.62%
-$1,528.12 
AMZN Amazon.com Inc
-0.61%
-$5,575.86 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$5,154.42 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.55%
-$1,420.32 
MGV Vanguard Mega Cap Value ETF
-0.5%
-$1,054.61 
VOE Vanguard Mid-Cap Value ETF
-0.48%
-$1,639.15 
ESGV Vanguard ESG U.S. Stock ETF
-0.48%
-$13,819 
VTV Vanguard Value ETF
-0.46%
-$24,457.59 
IJR iShares Core S&P Small-Cap ETF
-0.43%
-$2,441.88 
VB Vanguard Small-Cap ETF
-0.35%
-$2,933.73 
VSGX Vanguard ESG International Stock ETF
-0.34%
-$9,144.8 
DFUS Dimensional U.S. Equity Market ETF
-0.33%
-$1,192.4 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,116.64 
VOO Vanguard S&P 500 ETF
-0.32%
-$84,816.2 
MGC Vanguard Mega Cap ETF
-0.3%
-$911.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$336,389.76 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,046.06 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$583.52 
VUG Vanguard Growth ETF
-0.19%
-$12,184.75 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$573.05 
VO Vanguard Mid-Cap ETF
-0.15%
-$1,052.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$366.21 
VEU Vanguard FTSE All-World ex-US ETF
-0.1%
-$15,582.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$560.12 
SCHF Schwab International Equity ETF
-0.07%
-$871.04 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$15,401.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$3,447.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.06%
-$30,449.54 
GVA Granite Construction Incorporated
-0.06%
-$156.38 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$1,160.41 
BNDX Vanguard Total International Bond ETF
-0.05%
-$11,423.12 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$152.53 
VXF Vanguard Extended Market ETF
-0.04%
-$5,413.1 
IWM iShares Russell 2000 ETF
-0.04%
-$76.02 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$65.5 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.02%
-$66.34 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.02%
-$140.13 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$327.39 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$116.74 Events
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Dividends
Dividend Analysis
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| Trades 286 | Longs Won 181/286 63% | Profit Factor 17.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $461,498.02 | Best Trade (Aug 13) $17.39M | Sharpe Ratio -26.74 |
| Average Loss -$45,822.94 | Worst Trade (Sep 29) -$1.01M | Z-Score 3.52 (99.96%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $275,243.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,975 | $1.56M | $2.2M | - | $643,252.36 | 41.21% | -1.236% |
| AFL Aflac Inc. | 1,821 | $219,382 | $210,234.45 | - | -$9,147.55 | -4.17% | -1.502% |
| AMZN Amazon.com Inc | 3,529 | $757,846.48 | $906,705.97 | - | $148,859.49 | 19.64% | -0.611% |
| ASML ASML Holding N.V. New York Registry Shares | 163 | $215,295 | $287,874.3 | - | $72,579.3 | 33.71% | +2.987% |
| AVGO Broadcom Inc. | 1,335 | $429,293.09 | $490,305.45 | - | $61,012.36 | 14.21% | +2.618% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,820 | $774,238.51 | $983,443.2 | - | $209,204.69 | 27.02% | -0.922% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 10,184 | $777,935.11 | $762,628.84 | - | -$15,306.27 | -1.97% | -0.073% |
| BND Vanguard Total Bond Market Index Fund | 308,037 | $22.35M | $22.15M | - | -$206,239.95 | -0.92% | -0.069% |
| BNDX Vanguard Total International Bond ETF | 456,925 | $22.28M | $21.67M | - | -$608,866.89 | -2.73% | -0.053% |
| BRK-B Berkshire Hathaway Inc. | 641 | $322,496.83 | $323,792.18 | - | $1,295.35 | 0.4% | -0.177% |
| BSV Vanguard Short-Term Bond ETF | 4,358 | $339,881.97 | $336,372.23 | - | -$3,509.74 | -1.03% | -0.045% |
| CVX Chevron Corporation | 2,979 | $503,417.09 | $626,021.95 | - | $122,604.86 | 24.35% | +0.741% |
| DFUS Dimensional U.S. Equity Market ETF | 4,336 | $356,809 | $363,421.84 | - | $6,612.84 | 1.85% | -0.327% |
| ESGV Vanguard ESG U.S. Stock ETF | 21,260 | $2.83M | $2.89M | - | $61,819.6 | 2.18% | -0.476% |
| GOOG Alphabet Inc | 3,376 | $792,899.08 | $1.13M | - | $341,673.24 | 43.09% | +0.227% |
| GOOGL Alphabet Inc | 620 | $227,289 | $210,353.6 | - | -$16,935.4 | -7.45% | +0.242% |
| GVA Granite Construction Incorporated | 2,234 | $331,620 | $266,359.82 | - | -$65,260.18 | -19.68% | -0.059% |
| IAU iShares Gold Trust | 2,981 | $216,927 | $245,962.31 | - | $29,035.31 | 13.38% | -1.055% |
| IJR iShares Core S&P Small-Cap ETF | 3,876 | $569,052 | $560,895.96 | - | -$8,156.04 | -1.43% | -0.433% |
| INTC Intel Corporation | 1,746 | $243,793.98 | $183,399.84 | - | -$60,394.14 | -24.77% | +9.645% |
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FAQ
Which stocks have generated the highest profits for Sara Amparan?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $12M, Caterpillar Inc - $11.43M, BlackRock, Inc - $3.8M, International Business Machines Corporation - $3.55M, and Apple Inc - $3.24M. 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: Amgen Inc - $864,338.58, PepsiCo, Inc - $437,776.52, McDonald's Corporation - $361,575.82, Chevron Corporation - $135,821.47, and Principal Financial Group, Inc - $132,224.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sara Amparan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.78M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.38M, Vanguard Total Bond Market Index Fund - $1.08M, Vanguard Total International Stock Index Fund Investor Shares - $1.02M, Vanguard Total International Bond ETF - $986,956.72, and BlackRock, Inc - $350,237.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sara Amparan's monthly returns?
Sara Amparan'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 Sara Amparan's strategy be considered aggressive or moderate?
Sara Amparan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sara Amparan's strategy?
Sara Amparan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
