XW
Xenia Woltmann Portfolio
Invests via Rochester Wealth Strategies LLC | Managed by Dominic Garcia, Julie Lobaza, Xenia Woltmann, Dr. George Yang, Mike Skoric
Invests via Rochester Wealth Strategies LLC
Managed by Dominic Garcia, Julie Lobaza, Xenia Woltmann, Dr. George Yang, Mike Skoric
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Xenia Woltmann Profile
Xenia Woltmann is a dynamic entrepreneur with a passion for sustainable technology and innovation. With her background in environmental science, she has co-founded multiple startups that focus on integrating eco-friendly solutions within urban settings. Leveraging her expertise, she leads initiatives aimed at enhancing energy efficiency and reducing waste in daily operations. Known for fostering collaborations between tech developers and sustainability advocates, Xenia's influence extends beyond just business; she is an active speaker at industry conferences addressing the importance of green technologies in combating climate change. Her vision continues to inspire new generations of entrepreneurs committed to building a more sustainable future.
Xenia Woltmann is a dynamic entrepreneur with a passion for sustainable technology and innovation. With her background in environmental science, she has co-founded multiple startups that focus on integrating eco-friendly solutions within urban settings. Leveraging her expertise, she leads initiatives aimed at enhancing energy efficiency and reducing waste in daily operations. Known for fostering collaborations between tech developers and sustainability advocates, Xenia's influence extends beyond just business; she is an active speaker at industry conferences addressing the importance of green technologies in combating climate change. Her vision continues to inspire new generations of entrepreneurs committed to building a more sustainable future.
Investment Philosophy & Strategy
In the realm of sustainable innovation, Xenia Woltmann exemplifies a forward-thinking entrepreneurial spirit. Her ventures reflect a commitment to integrating eco-friendly technologies into urban infrastructure, fundamentally reshaping industry standards. By prioritizing partnerships between tech innovators and environmentalists, she cultivates solutions that promote energy efficiency and waste reduction. Moreover, her role as a thought leader galvanizes interest in green initiatives across various sectors. The emphasis on actionable sustainability not only drives business growth but also encourages responsible practices among emerging enterprises. As she continues to influence future generations, her mission extends towards creating impactful ecological advancements within everyday settings.
In the realm of sustainable innovation, Xenia Woltmann exemplifies a forward-thinking entrepreneurial spirit. Her ventures reflect a commitment to integrating eco-friendly technologies into urban infrastructure, fundamentally reshaping industry standards. By prioritizing partnerships between tech innovators and environmentalists, she cultivates solutions that promote energy efficiency and waste reduction. Moreover, her role as a thought leader galvanizes interest in green initiatives across various sectors. The emphasis on actionable sustainability not only drives business growth but also encourages responsible practices among emerging enterprises. As she continues to influence future generations, her mission extends towards creating impactful ecological advancements within everyday settings.
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:
20.5%
Gain +0.83%
Monthly
1.29%
Yearly
16.65%
Drawdown
8.83%
$179.34M
Equity
Holdings
$179.34M
Investment
$147.45M
$33.34M
Profit +$1.62M
Realized
$1.44M
Unrealized
$31.89M
Dividends
$3.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$1.62M
Win %
70%
This Week
Compared To Last Week
Gain
0.91%
Profit
$1.62M
Win %
70%
This Month
Compared to last month
Gain
0.66%
Profit
$1.17M
Win %
70%
This Year
Compared to last year
Gain
6.56%
Profit
$11.21M
Win %
71%
FBTC Fidelity Wise Origin Bitcoin Index Fund
+4.71%
+$25,883.37 
VUG Vanguard Growth ETF
+2.81%
+$735,364.8 
IAU iShares Gold Trust
+2.61%
+$173,546.73 
MSFT Microsoft Corp.
+2.31%
+$6,638.73 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$383,169.99 
KKR KKR & Co. Inc.
+1.91%
+$5,538.41 
AAPL Apple Inc.
+1.82%
+$8,913.67 
IVV iShares Core S&P 500 ETF
+1.5%
+$5,100.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$212,148.72 
BN Brookfield Corporation
+1.04%
+$5,358 
VTV Vanguard Value ETF
+0.53%
+$167,048.73 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$20,283.55 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.13%
+$3,038.46 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$7,359.9 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$3,072.82 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.04%
+$5,064.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$649 
XOM Exxon Mobil Corporation
-4.09%
-$37,191.56 
CVX Chevron Corporation
-3.64%
-$54,771.42 
IBM International Business Machines Corporation
-1.3%
-$5,556.22 
JPM JPMorgan Chase & Co.
-0.41%
-$1,467.84 
IJR iShares Core S&P Small-Cap ETF
-0.2%
-$25,697 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$1,122.82 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$892.48 Events
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Dividends
Dividend Analysis
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| Trades 100 | Longs Won 71/100 71% | Profit Factor 69.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $476,375.8 | Best Trade (Jun 15) $6.39M | Sharpe Ratio -12.24 |
| Average Loss -$16,790.8 | Worst Trade (Jun 11) -$173,515.91 | Z-Score 4.48 (100%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $333,357.49 |
| 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 | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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