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:
24.74%
Gain +0.26%
Monthly
1.2%
Yearly
15.41%
Drawdown
8.98%
$179.6M
Equity
Holdings
$179.6M
Investment
$153.14M
$31.04M
Profit +$389,038.91
Realized
$4.59M
Unrealized
$26.46M
Dividends
$5.14M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$389,038.91
Win %
60%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.1M
Win %
60%
This Month
Compared to last month
Gain
0.43%
Profit
$763,825.44
Win %
60%
This Year
Compared to last year
Gain
-1.89%
Profit
-$3.19M
Win %
62%
BLV Vanguard Long-Term Bond ETF
+1.58%
+$81,407 
IBM International Business Machines Corporation
+1.48%
+$5,336.89 
IAU iShares Gold Trust
+1.32%
+$98,791.08 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.28%
+$25,920.67 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$94,830.9 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.9%
+$46,975.2 
VTEB Vanguard Tax-Exempt Bond ETF
+0.8%
+$51,288.22 
VTV Vanguard Value ETF
+0.7%
+$183,488.76 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.68%
+$72,091.3 
BN Brookfield Corporation
+0.64%
+$2,622 
AAPL Apple Inc.
+0.5%
+$2,062.11 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$54,314.73 
KKR KKR & Co. Inc.
+0.46%
+$1,173.9 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$3,067.62 
BALT Inn Defined Wealth Shield Mutual Fund
+0.01%
+$1,096.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$1,311.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$149.51 
NVDA NVIDIA Corporation
-1.97%
-$4,503.88 
XOM Exxon Mobil Corporation
-1.17%
-$12,922.98 
VUG Vanguard Growth ETF
-0.66%
-$168,049.42 
VWO Vanguard FTSE Emerging Markets ETF
-0.59%
-$97,440.42 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$42,519.51 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.39%
-$3,532.51 
CVX Chevron Corporation
-0.37%
-$6,613.24 
IVV iShares Core S&P 500 ETF
-0.09%
-$326.02 
VT Vanguard Total World Stock ETF
-0.07%
-$144.54 
SCHX Schwab U.S. Large-Cap ETF
-0.03%
-$69.72 Events
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Dividends
Dividend Analysis
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| Trades 124 | Longs Won 79/124 63% | Profit Factor 18.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $873,449.79 |
| Average Win $415,843.99 | Best Trade (Oct 14) $6.66M | Sharpe Ratio -12.65 |
| Average Loss -$40,148.88 | Worst Trade (Oct 14) -$388,844.69 | Z-Score 1.01 (68.61%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $250,362.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,464 | 4,018 | 3,571 | 3,125 | 2,679 | 2,232 | 1,786 | 1,339 | 893 | 446 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,213 | $269,331.99 | $418,072.58 | - | $148,740.59 | 55.23% | +0.496% |
| BALT Inn Defined Wealth Shield Mutual Fund | 219,349 | $7.52M | $7.68M | - | $165,608.71 | 2.2% | +0.014% |
| BLV Vanguard Long-Term Bond ETF | 81,407 | $5.72M | $5.24M | - | -$476,578.53 | -8.34% | +1.578% |
| BN Brookfield Corporation | 11,400 | $400,439.89 | $412,452 | - | $12,012.11 | 3% | +0.64% |
| CVX Chevron Corporation | 8,065 | $1.26M | $1.78M | - | $523,388.59 | 41.51% | -0.369% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 146,619 | $9.97M | $10.14M | - | $167,145.85 | 1.68% | -0.418% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 12,616 | $857,499.34 | $893,212.8 | - | $35,713.46 | 4.16% | -0.394% |
| IAU iShares Gold Trust | 96,854 | $6.01M | $7.56M | - | $1.55M | 25.76% | +1.323% |
| IBM International Business Machines Corporation | 1,586 | $394,765.52 | $366,754.57 | - | -$28,010.95 | -7.1% | +1.477% |
| ICSH iShares Short Treasury Bond ETF | 153,381 | $7.78M | $7.73M | - | -$50,659.15 | -0.65% | +0.04% |
| IJH iShares Core S&P Mid-Cap ETF | 157,434 | $9.33M | $11.43M | - | $2.1M | 22.49% | +0.477% |
| IJR iShares Core S&P Small-Cap ETF | 72,390 | $7.67M | $9.9M | - | $2.23M | 29.05% | +0.967% |
| IVV iShares Core S&P 500 ETF | 455 | $255,676.11 | $351,429.93 | - | $95,753.82 | 37.45% | -0.093% |
| KKR KKR & Co. Inc. | 3,010 | $347,986 | $258,829.9 | - | -$89,156.1 | -25.62% | +0.456% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 51,060 | $5.58M | $5.29M | - | -$288,101.55 | -5.17% | +0.896% |
| NVDA NVIDIA Corporation | 1,033 | $206,783 | $224,099.02 | - | $17,316.02 | 8.37% | -1.97% |
| PZA Invesco National AMT-Free Municipal Bond ETF | 94,257 | $2.17M | $2.05M | - | -$123,303.49 | -5.68% | +1.283% |
| SCHX Schwab U.S. Large-Cap ETF | 6,972 | $205,186 | $210,833.28 | - | $5,647.28 | 2.75% | -0.033% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 29,902 | $3.01M | $3.01M | - | -$3,967.24 | -0.13% | +0.005% |
| SPAB SPDR Portfolio Aggregate Bond ETF | 436,917 | $11.19M | $10.76M | - | -$433,215.33 | -3.87% | +0.675% |
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FAQ
Which stocks have generated the highest profits for Xenia Woltmann?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.07M, Vanguard Growth ETF - $1.31M, iShares Core S&P Small-Cap ETF - $1.06M, iShares Gold Trust - $739,597.84, and SPDR Portfolio Aggregate Bond ETF - $710,626.45. 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: Microsoft Corp - $3,285.17, Schwab Municipal Bond ETF - $2,967.81, and Cellectar Biosciences, Inc - $752.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Xenia Woltmann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.14M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $819,243.35, SPDR Portfolio Aggregate Bond ETF - $707,488.29, VANGUARD FTSE DEVELOPED MARKETS ETF - $606,485.98, Vanguard FTSE Emerging Markets ETF - $467,935.5, and iShares Short Treasury Bond ETF - $447,121.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Xenia Woltmann's monthly returns?
Xenia Woltmann's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Xenia Woltmann's strategy be considered aggressive or moderate?
Xenia Woltmann's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Xenia Woltmann's strategy?
Xenia Woltmann's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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