Beth Steinhaus Portfolio
Invests via Breakwater Investment Management | Managed by Bethany A. Steinhaus
Invests via Breakwater Investment Management
Managed by Bethany A. Steinhaus
Automatically Tracked
Beth Steinhaus Profile
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Investment Philosophy & Strategy
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
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:
27.67%
Gain -0.41%
Monthly
0.88%
Yearly
11.13%
Drawdown
12.93%
$289.06M
Equity
Holdings
$289.06M
Investment
$235.81M
$58.76M
Profit -$1.06M
Realized
$5.51M
Unrealized
$53.25M
Dividends
$12.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.06M
Win %
69%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$2.28M
Win %
69%
This Month
Compared to last month
Gain
-0.96%
Profit
-$2.79M
Win %
69%
This Year
Compared to last year
Gain
7.5%
Profit
$20.17M
Win %
71%
CME CME Group Inc.
+7.32%
+$34.74 
DOCN DigitalOcean Holdings Inc.
+4.62%
+$82.03 
CBOE Cboe Global Markets Inc.
+4.55%
+$24.98 
GM General Motors Company
+4.07%
+$29.16 
FTAI FTAI Aviation Ltd.
+3.99%
+$25.17 
NEM Newmont Corporation
+3.94%
+$29.12 
CEG Constellation Energy Corporation
+3.66%
+$19.18 
OXY-WT Occidental Petroleum Corporation
+3.56%
+$1.23 
DOW Dow Inc.
+3.36%
+$128.12 
SOLS Sollensys Corp
+3.2%
+$107.52 
KRMN Karman Holdings Inc.
+3.15%
+$11.76 
PM Philip Morris International Inc.
+3.13%
+$35.34 
HON Honeywell International Inc.
+3.06%
+$801.42 
SRE Sempra
+2.72%
+$14.79 
STX Seagate Technology Holdings plc
+2.71%
+$72.6 
NFLX Netflix, Inc.
+2.59%
+$42.72 
T AT&T Inc.
+2.56%
+$11.97 
DVN Devon Energy Corporation
+2.54%
+$16.8 
DE Deere & Company
+2.39%
+$14.03 
DEO Diageo plc Sponsored ADR
+2.38%
+$49.75 
LMT Lockheed Martin Corporation
+2.33%
+$1,003.43 
ICE Intercontinental Exchange, Inc.
+2.21%
+$1,477.98 
PPG PPG Industries Inc.
+2.14%
+$12.4 
WOOD iShares Global Timber & Forestry ETF
+2.11%
+$6,458.84 
PHM PulteGroup Inc.
+2.08%
+$10.32 
VZ Verizon Communications Inc.
+2.07%
+$45.25 
QCOM QUALCOMM Incorporated
+2.02%
+$364.52 
IGE iShares North American Natural Resources ETF
+2%
+$302.18 
TE T1 Energy Inc.
+1.97%
+$26.04 
GRMN Garmin Ltd.
+1.91%
+$3,587.77 
WDC Western Digital Corporation
+1.9%
+$72.87 
F Ford Motor Company
+1.89%
+$138.78 
DTM Dt Midstream Inc.
+1.85%
+$168.32 
MRK Merck & Co., Inc.
+1.81%
+$20.61 
BHP BHP Group Ltd.
+1.81%
+$430.35 
FTI TechnipFMC plc
+1.8%
+$18.76 
COP ConocoPhillips
+1.79%
+$10.5 
BP BP p.l.c. Sponsored ADR
+1.74%
+$223.5 
BG Bunge Global S.A.
+1.74%
+$263.75 
XLU Utilities Select Sector SPDR Fund
+1.74%
+$12.48 
IXC iShares Global Energy ETF
+1.71%
+$128.34 
AEP American Electric Power Company, Inc.
+1.71%
+$11.15 
PRIM Primoris Services Corporation
+1.67%
+$5.88 
GD General Dynamics Corporation
+1.67%
+$12.27 
EOG EOG Resources, Inc.
+1.66%
+$11.9 
VAW Vanguard Materials ETF
+1.65%
+$239.2 
CNP CenterPoint Energy Inc.
+1.64%
+$9.1 
SHEL Shell plc
+1.62%
+$135.36 
DTE DTE Energy Company
+1.6%
+$296.96 
NUE Nucor Corporation
+1.58%
+$11.09 
CL Colgate-Palmolive Company
+1.58%
+$8.58 
GLD SPDR Gold Shares
+1.58%
+$17,913.21 
IAU iShares Gold Trust
+1.57%
+$1,783.4 
YUM Yum! Brands, Inc.
+1.54%
+$6.81 
XOM Exxon Mobil Corporation
+1.5%
+$3,230.2 
PCG PG&E Corporation
+1.49%
+$9.36 
PSX Phillips 66
+1.44%
+$12.26 
STZ Constellation Brands, Inc.
+1.44%
+$7.52 
NEE NextEra Energy, Inc.
+1.43%
+$169.43 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.42%
+$8.51 
XEL Xcel Energy Inc.
+1.42%
+$7.8 
CTVA Corteva Inc.
+1.4%
+$9.76 
KTOS Kratos Defense & Security Solutions, Inc.
+1.38%
+$4.66 
JNJ Johnson & Johnson
+1.37%
+$711.04 
ETN Eaton Corporation plc
+1.37%
+$165.3 
SO The Southern Company
+1.35%
+$7.62 
FDX FedEx Corporation
+1.34%
+$8.46 
PH Parker-Hannifin Corporation
+1.33%
+$12.8 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.31%
+$3,551.94 
MDLZ Mondelez International, Inc.
+1.29%
+$80.85 
EWS iShares MSCI Singapore ETF
+1.28%
+$29.57 
FORM FormFactor Inc.
+1.26%
+$24.39 
ADM Archer-Daniels-Midland Co
+1.26%
+$361.31 
RLY SPDR SSGA Multi-Asset Real Return ETF
+1.2%
+$2,265.24 
PG Procter & Gamble Co
+1.18%
+$636.84 
PIT VanEck Commodity Strategy ETF
+1.16%
+$9,991.13 
OMER Omeros Corporation
+1.15%
+$1,875.28 
GII SPDR S&P Global Infrastructure ETF
+1.15%
+$26,628.09 
GS The Goldman Sachs Group, Inc.
+1.14%
+$12.39 
CHD Church & Dwight Co., Inc.
+1.13%
+$6.48 
XHB SPDR S&P Homebuilders ETF
+1.12%
+$2,038.2 
ILF iShares Latin America 40 ETF
+1.11%
+$213.68 
BLK BlackRock, Inc.
+1.09%
+$11.34 
LEN Lennar Corporation
+1.06%
+$3.46 
EZA iShares MSCI South Africa ETF
+1.05%
+$47.16 
EWI iShares MSCI Italy ETF
+1.05%
+$31.75 
EWC iShares MSCI Canada ETF
+1.04%
+$148.83 
ATO Atmos Energy Corporation
+1.04%
+$5.46 
RTX RTX Corporation
+1.03%
+$162 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+1.03%
+$58.88 
CRH CRH plc
+1.02%
+$5.1 
BBCA JPMorgan BetaBuilders Canada ETF
+1.02%
+$106.08 
ARTY iShares Future AI & Tech ETF
+1.02%
+$1,113.7 
DUK Duke Energy Corporation
+1.02%
+$10.24 
ITW Illinois Tool Works Inc.
+1%
+$342.72 
IFF International Flavors & Fragrances Inc.
+1%
+$6.08 
ROST Ross Stores, Inc.
+1%
+$9.4 
EWT iShares MSCI Taiwan ETF
+0.99%
+$935 
HLI Houlihan Lokey Inc.
+0.99%
+$5.56 
CVX Chevron Corporation
+0.99%
+$867.51 
EPP iShares MSCI Pacific ex Japan ETF
+0.99%
+$547.73 
DVY iShares Select Dividend ETF
+0.98%
+$2,445.84 
INGR Ingredion Inc.
+0.98%
+$4 
JCI Johnson Controls International plc
+0.97%
+$5.52 
VYMI Vanguard International High Dividend Yield Index Fund
+0.94%
+$33,893.9 
WOR Worthington Enterprises Inc.
+0.93%
+$55.08 
MS Morgan Stanley
+0.93%
+$325.62 
SHW The Sherwin-Williams Company
+0.93%
+$2.96 
KVUE Kenvue Inc.
+0.89%
+$5.27 
CSCO Cisco Systems, Inc.
+0.89%
+$878 
TT Trane Technologies plc
+0.89%
+$4.18 
SCHY Schwab International Dividend Equity ETF
+0.88%
+$416.95 
TJX The TJX Companies, Inc.
+0.88%
+$712.64 
MPWR Monolithic Power Systems, Inc.
+0.86%
+$11.96 
EFV iShares MSCI EAFE Value ETF
+0.86%
+$359.04 
CMI Cummins Inc.
+0.85%
+$11.24 
EWD iShares MSCI Sweden ETF
+0.85%
+$71.83 
WY Weyerhaeuser Company
+0.85%
+$42.8 
DIS The Walt Disney Company
+0.83%
+$76.8 
MLM Martin Marietta Materials, Inc.
+0.83%
+$4.54 
GE General Electric Company
+0.82%
+$11.24 
AMGN Amgen Inc.
+0.8%
+$5.88 
DWMF WisdomTree International Multifactor Fund
+0.77%
+$175.31 
DFIV Dimensional International Value ETF
+0.77%
+$62.35 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$207.9 
ICLN iShares Global Clean Energy ETF
+0.76%
+$107.24 
ROK Rockwell Automation, Inc.
+0.75%
+$785.35 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$45,797.88 
CLX The Clorox Company
+0.73%
+$3.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$34,632.96 
KO The Coca-Cola Company
+0.72%
+$46.61 
BBEU JPMorgan BetaBuilders Europe Fund
+0.69%
+$9,567.72 
VGK Vanguard FTSE Europe ETF
+0.69%
+$11,400.87 
WM Waste Management, Inc.
+0.69%
+$3.2 
JIVE JPMorgan International Value ETF
+0.68%
+$3,667.2 
LNG Cheniere Energy Inc.
+0.68%
+$3.56 
EMR Emerson Electric Co.
+0.66%
+$3.68 
FNDF Schwab Fundamental International Large Company Index ETF
+0.66%
+$1,085.35 
DWX SPDR S&P International Dividend ETF
+0.66%
+$52.68 
BA Boeing Company
+0.65%
+$470.34 
EQIX Equinix, Inc.
+0.65%
+$6.71 
RSG Republic Services, Inc.
+0.65%
+$2.8 
VLO Valero Energy Corporation
+0.65%
+$6.15 
TMUS T-Mobile US, Inc.
+0.65%
+$3.72 
BMY Bristol-Myers Squibb Company
+0.64%
+$4.29 
MCK McKesson Corporation
+0.64%
+$5.27 
VTV Vanguard Value ETF
+0.62%
+$8,467.2 
MNST Monster Beverage Corporation
+0.61%
+$4.64 
PSA Public Storage Common Stock
+0.61%
+$3.8 
KDP Keurig Dr Pepper Inc.
+0.61%
+$3.52 
UPS United Parcel Service, Inc.
+0.61%
+$4.26 
AFL Aflac Inc.
+0.6%
+$3.7 
WCN Waste Connections Inc.
+0.59%
+$15 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.58%
+$395.87 
BNY BlackRock New York Municipal Income Trust
+0.57%
+$4.53 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.56%
+$514.28 
EZU iShares MSCI Eurozone ETF
+0.56%
+$222.15 
APAM Artisan Partners Asset Management Inc.
+0.56%
+$3.08 
IWS iShares Russell Mid-Cap Value ETF
+0.56%
+$50.97 
VDC VANGUARD CONSUMER STAPLES ETF
+0.56%
+$145.47 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.55%
+$1,123.04 
ECL Ecolab Inc.
+0.54%
+$330.86 
MGV Vanguard Mega Cap Value ETF
+0.53%
+$26,080.92 
MORN Morningstar, Inc.
+0.51%
+$2.52 
DIV Global X SuperDividend U.S. ETF
+0.51%
+$3.3 
ORCL Oracle Corporation
+0.5%
+$176.64 
PRI Primerica Inc.
+0.5%
+$3.08 
MAR Marriott International Inc. - Class A
+0.49%
+$3.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.49%
+$385.99 
TUR iShares MSCI Turkey ETF
+0.48%
+$159.22 
EWN iShares MSCI Netherlands ETF
+0.47%
+$88 
PIO Invesco Global Water ETF
+0.47%
+$157.74 
LIN Linde plc
+0.46%
+$27.96 
SCHC Schwab International Small-Cap Equity ETF
+0.46%
+$900.9 
WS Worthington Steel, Inc.
+0.46%
+$17.67 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$1,099.35 
HCA HCA Healthcare Inc.
+0.45%
+$1.7 
VIS Vanguard Industrials ETF
+0.45%
+$1,144.02 
VO Vanguard Mid-Cap ETF
+0.45%
+$581.08 
MO Altria Group, Inc.
+0.45%
+$2.64 
HBAN Huntington Bancshares Incorporated
+0.44%
+$0.08 
HD The Home Depot, Inc.
+0.44%
+$365 
EFA iShares MSCI EAFE ETF
+0.43%
+$478.35 
IEFA iShares Core MSCI EAFE ETF
+0.42%
+$210.19 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$281.93 
BAC Bank of America Corporation
+0.41%
+$598.5 
AVB AvalonBay Communities, Inc.
+0.41%
+$2.33 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.41%
+$1,117.87 
MET MetLife Inc.
+0.4%
+$2.62 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.4%
+$23.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$673.5 
GWX SPDR S&P International Small Cap ETF
+0.39%
+$20.74 
MSI Motorola Solutions, Inc.
+0.39%
+$3.17 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.39%
+$5,471.56 
CAT Caterpillar Inc.
+0.38%
+$74.91 
SCHF Schwab International Equity ETF
+0.37%
+$21,243.3 
PFE Pfizer Inc.
+0.36%
+$19.35 
DLR Digital Realty Trust, Inc.
+0.35%
+$1.89 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.35%
+$5.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$4,738.8 
GEHC GE HealthCare Technologies Inc.
+0.34%
+$1.47 
PEP PepsiCo, Inc.
+0.34%
+$70.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.32%
+$20.01 
USB U.S. Bancorp
+0.31%
+$2.2 
PRF Invesco FTSE RAFI US 1000 ETF
+0.31%
+$952 
PBW Invesco WilderHill Clean Energy ETF
+0.31%
+$34.76 
GOOG Alphabet Inc
+0.3%
+$1,275.12 
ADI Analog Devices, Inc.
+0.3%
+$2.28 
EWL iShares MSCI Switzerland ETF
+0.29%
+$101.01 
TFC Truist Financial Corporation
+0.29%
+$1.65 
TRV The Travelers Companies, Inc.
+0.29%
+$9.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$8,634.75 
PWR Quanta Services Inc.
+0.29%
+$1.83 
HLT Hilton Worldwide Holdings Inc.
+0.28%
+$354.6 
WELL Welltower Inc.
+0.28%
+$2.04 
RJF Raymond James Financial Inc.
+0.27%
+$1.38 
FLR Fluor Corporation
+0.27%
+$378 
EW Edwards Lifesciences Corporation
+0.26%
+$1.32 
SCHM Schwab U.S. Mid-Cap ETF
+0.26%
+$229.5 
SBUX Starbucks Corporation
+0.24%
+$374.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.23%
+$43,644.33 
VTR Ventas Inc.
+0.21%
+$1.68 
XLRE The Real Estate Select Sector SPDR Fund
+0.21%
+$7.79 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.21%
+$179.02 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$16,012.64 
ICF iShares Cohen & Steers Realty Majors ETF
+0.2%
+$80.03 
AME Ametek Inc.
+0.17%
+$1.2 
VIG Vanguard Dividend Appreciation ETF
+0.17%
+$9,211.41 
JPM JPMorgan Chase & Co.
+0.15%
+$47.84 
VB Vanguard Small-Cap ETF
+0.15%
+$333.52 
MCD McDonald's Corporation
+0.14%
+$25.84 
IXUS iShares Core International Stock ETF
+0.14%
+$118.3 
NSC Norfolk Southern Corporation
+0.12%
+$2.87 
GOOGL Alphabet Inc
+0.12%
+$1,722.86 
WU Western Union Co.
+0.12%
+$0.64 
VNQ Vanguard Real Estate ETF
+0.12%
+$2,071.61 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.11%
+$9,275.5 
AMP Ameriprise Financial, Inc.
+0.1%
+$133.62 
AGO Assured Guaranty Ltd.
+0.09%
+$0.48 
SCHH Schwab U.S. REIT ETF
+0.08%
+$1,237.98 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.08%
+$176.68 
IT Gartner Inc.
+0.07%
+$0.28 
REET iShares Global REIT ETF
+0.07%
+$83.72 
LOW Lowe's Companies Inc.
+0.06%
+$44.85 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.06%
+$173.91 
STT State Street Corp
+0.05%
+$0.34 
VT Vanguard Total World Stock ETF
+0.04%
+$2,978.29 
USRT iShares Core U.S. REIT ETF
+0.04%
+$2 
IWN iShares Russell 2000 Value ETF
+0.02%
+$1.4 
INTC Intel Corporation
+0.02%
+$0.48 
SPG Simon Property Group, Inc.
+0.01%
+$0.09 
EFG iShares MSCI EAFE Growth ETF
+0.01%
+$4.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$144.08 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.1 
ACWI iShares MSCI ACWI ETF
+0.01%
+$2.32 
BWX SPDR Bloomberg International Treasury Bond ETF
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EIRL iShares MSCI Ireland ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G3643J108
0%
$0 
PHO Invesco Water Resources ETF
0%
$0 
RWX SPDR Dow Jones International Real Estate ETF
0%
$0 
SCCR
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
-6.76%
-$38.52 
HUBS HubSpot, Inc.
-6.68%
-$29.2 
GEV GE Vernova Inc.
-6.62%
-$71.44 
FRSH Freshworks Inc. Class A Common Stock
-6.5%
-$42.4 
PCOR Procore Technologies Inc.
-5.91%
-$26.2 
QTWO Q2 Holdings Inc.
-5.46%
-$30.1 
SPT Sprout Social, Inc. Class A Common Stock
-5.17%
-$30.18 
ALK Alaska Air Group Inc.
-4.99%
-$290.56 
CXM Sprinklr Inc.
-4.66%
-$23.76 
DASH DoorDash, Inc.
-4.36%
-$24.57 
NOW ServiceNow, Inc.
-4.27%
-$21.8 
DOCU DocuSign Inc.
-4.2%
-$23.43 
PLTR Palantir Technologies Inc.
-3.96%
-$10,961.84 
BOX Box Inc.
-3.67%
-$23.1 
CB Chubb Limited
-3.51%
-$49.76 
DHR Danaher Corporation
-3.35%
-$1,844.92 
ZS Zscaler Inc.
-3.34%
-$14.91 
VEEV Veeva Systems Inc.
-3.22%
-$18.3 
MRSH Marsh & McLennan Companies, Inc.
-3.07%
-$16.71 
TRMB Trimble Inc.
-3%
-$12.44 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$12.46 
ADSK Autodesk, Inc.
-2.9%
-$12.26 
CRM Salesforce Inc
-2.85%
-$174.42 
DDOG Datadog, Inc. Class A Common Stock
-2.84%
-$28.96 
ROP Roper Technologies Inc.
-2.75%
-$9.66 
NKE Nike, Inc. - Class B
-2.75%
-$10.62 
PD PagerDuty Inc.
-2.66%
-$18 
NAVI Navient Corporation
-2.59%
-$11.93 
COIN Coinbase Global, Inc.
-2.48%
-$13.08 
AJG Arthur J. Gallagher & Co.
-2.41%
-$11.98 
DBX Dropbox Inc.
-2.35%
-$13.8 
ALRM Alarm.com Holdings Inc.
-2.3%
-$13.2 
DXCM DexCom, Inc.
-2.29%
-$13.72 
META Meta Platforms Inc Class A
-2.22%
-$3,378.34 
UCTT Ultra Clean Holdings, Inc.
-2.19%
-$48.3 
BRO Brown & Brown Inc.
-2.13%
-$9.94 
AAT American Assets Trust, Inc.
-2.12%
-$13.91 
ADBE Adobe Inc.
-2.05%
-$1,314.12 
MSFT Microsoft Corp.
-1.96%
-$194,422.59 
TTD The Trade Desk, Inc. Class A
-1.89%
-$6.9 
GLW Corning Incorporated
-1.83%
-$26.82 
HCKT The Hackett Group, Inc.
-1.62%
-$6.11 
FOUR Shift4 Payments, Inc.
-1.61%
-$7.11 
LLY Eli Lilly and Company
-1.55%
-$638.58 
DLB Dolby Laboratories Inc.
-1.51%
-$6.04 
GEN Gen Digital Inc.
-1.49%
-$9.36 
SABR Sabre Corporation
-1.45%
-$12.78 
ARKW ARK Next Generation Internet ETF
-1.43%
-$627 
APH Amphenol Corporation
-1.43%
-$11.25 
CMG Chipotle Mexican Grill, Inc.
-1.28%
-$6.37 
PLD Prologis Inc.
-1.24%
-$9.32 
VRTX Vertex Pharmaceuticals Incorporated
-1.22%
-$5.9 
IBIT iShares Bitcoin Trust
-1.22%
-$116.38 
AMZN Amazon.com Inc
-1.2%
-$61,718.78 
FDN First Trust Dow Jones Internet Index Fund
-1.2%
-$221 
WFC Wells Fargo & Company
-1.2%
-$186.9 
RIVN Rivian Automotive, Inc.
-1.13%
-$91.2 
KMPR Kemper Corporation
-1.12%
-$4.72 
CRWD CrowdStrike Holdings, Inc.
-1.12%
-$8.54 
TER Teradyne, Inc.
-1.08%
-$16.12 
FTNT Fortinet Inc.
-1.07%
-$11.9 
GME Gamestop Corp.
-1.03%
-$1.8 
DAL Delta Air Lines, Inc.
-1.03%
-$7.83 
GDRX GoodRx Holdings, Inc. Class A Common Stock
-0.99%
-$6.06 
ARKK ARK Innovation ETF Fund
-0.97%
-$302 
AAPL Apple Inc.
-0.97%
-$5,029.2 
ASTS AST SpaceMobile, Inc.
-0.94%
-$5.95 
LRCX Lam Research Corporation
-0.94%
-$15.05 
INSM Insmed Inc.
-0.89%
-$4.85 
SNPS Synopsys, Inc.
-0.89%
-$3.47 
SATS EchoStar Corporation
-0.88%
-$5.81 
WMT Walmart Inc.
-0.87%
-$1,882.56 
EPI WisdomTree India Earnings Fund
-0.86%
-$226.66 
NVT nVent Electric plc
-0.86%
-$6.92 
AXP American Express Company
-0.86%
-$18.09 
SYK Stryker Corporation
-0.85%
-$7.98 
NET Cloudflare Inc.
-0.84%
-$6.84 
LUMN Lumen Technologies Inc.
-0.81%
-$0.17 
INDA ISHARES MSCI INDIA ETF
-0.81%
-$92.83 
EWY iShares MSCI South Korea ETF
-0.8%
-$1,609.61 
MCBS MetroCity Bankshares Inc.
-0.8%
-$5.22 
SSNC SS&C Technologies Holdings Inc.
-0.78%
-$3.71 
EBAY eBay Inc.
-0.77%
-$5.25 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.77%
-$28.87 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.76%
-$3.64 
MGK Vanguard Mega Cap Growth ETF
-0.74%
-$39,396.5 
BSX Boston Scientific Corporation
-0.74%
-$7.68 
COO The Cooper Companies, Inc.
-0.73%
-$3.64 
INDY iShares India 50 ETF
-0.72%
-$97.96 
IWO iShares Russell 2000 Growth ETF
-0.71%
-$54.5 
JPXN iShares JPX-Nikkei 400 ETF
-0.68%
-$97.82 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.67%
-$57.96 
OTIS Otis Worldwide Corporation
-0.66%
-$2.85 
BIIB Biogen Inc.
-0.66%
-$5.32 
TXN Texas Instruments Inc
-0.65%
-$143.64 
TTWO Take-Two Interactive Software, Inc.
-0.64%
-$3.04 
BKNG Booking Holdings Inc.
-0.63%
-$56.5 
VUG Vanguard Growth ETF
-0.63%
-$10,196.28 
EWJ iShares MSCI Japan ETF
-0.6%
-$259.84 
QLYS Qualys, Inc.
-0.59%
-$4.25 
REGN Regeneron Pharmaceuticals, Inc.
-0.59%
-$3.96 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.58%
-$3,142.26 
BBJP JPMorgan BetaBuilders Japan Fund
-0.57%
-$78.69 
CBRE CBRE Group Inc.
-0.56%
-$3.12 
VGT Vanguard Information Technology ETF
-0.55%
-$3,056.65 
UNH UnitedHealth Group Incorporated
-0.55%
-$19.16 
ISRG Intuitive Surgical, Inc.
-0.55%
-$863.32 
ROIV Roivant Sciences Ltd
-0.52%
-$4.5 
TROW T. Rowe Price Group, Inc.
-0.51%
-$3 
CDNS Cadence Design Systems, Inc.
-0.51%
-$3.5 
ONTO Onto Innovation Inc.
-0.51%
-$7.6 
EHC Encompass Health Corporation
-0.5%
-$2.8 
PGR Progressive Corporation
-0.49%
-$12.24 
EXPE Expedia Group, Inc.
-0.47%
-$62.39 
PAYX Paychex Inc.
-0.46%
-$2.6 
DKS Dick's Sporting Goods, Inc.
-0.46%
-$2.88 
IXP iShares Global Comm Services ETF
-0.45%
-$104.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.45%
-$46.64 
MA Mastercard Incorporated
-0.44%
-$423.64 
EEM iShares MSCI Emerging Markets ETF
-0.41%
-$916.38 
FXI iShares China Large-Cap ETF
-0.4%
-$69.3 
IDXX IDEXX Laboratories, Inc.
-0.4%
-$2.21 
IWM iShares Russell 2000 ETF
-0.39%
-$1,752.18 
IUSG iShares Core S&P U.S. Growth ETF
-0.38%
-$171.5 
NVDA NVIDIA Corporation
-0.38%
-$914.93 
NATL NCR Atleos Corporation
-0.37%
-$0.18 
FIX Comfort Systems USA, Inc.
-0.34%
-$6.01 
IBB iShares Biotechnology ETF
-0.34%
-$40.32 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$614.05 
CTSH Cognizant Technology Solutions Corporation
-0.32%
-$1.12 
QQQ Invesco QQQ Trust, Series 1
-0.32%
-$471.11 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.31%
-$144.95 
IEMG iShares Core MSCI Emerging Markets ETF
-0.3%
-$34.08 
VLTO Veralto Corporation
-0.29%
-$24.64 
OEF iShares S&P 100 ETF
-0.28%
-$47.48 
VBK Vanguard Small-Cap Growth ETF
-0.26%
-$161.92 
COLB Columbia Banking System, Inc.
-0.26%
-$1.7 
ESGV Vanguard ESG U.S. Stock ETF
-0.26%
-$77.86 
VECO Veeco Instruments Inc.
-0.25%
-$2.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.25%
-$747.77 
TSLA Tesla, Inc.
-0.23%
-$9.79 
C Citigroup Inc.
-0.22%
-$4.93 
IXJ iShares Global Healthcare ETF
-0.22%
-$222.74 
SCMB Schwab Municipal Bond ETF
-0.22%
-$4,042.99 
VPL Vanguard FTSE Pacific ETF
-0.22%
-$503.76 
MBB iShares MBS ETF
-0.21%
-$23.8 
AVGO Broadcom Inc.
-0.21%
-$137.7 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$4,008.28 
CTAS Cintas Corporation
-0.2%
-$1.2 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$0.76 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
-0.2%
-$0.39 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$1,881.6 
ANET Arista Networks, Inc.
-0.2%
-$1.36 
COST Costco Wholesale Corporation
-0.2%
-$123.08 
SPBO SPDR Portfolio Corporate Bond ETF
-0.19%
-$768.13 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$334.02 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.19%
-$2,162.59 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.18%
-$85.52 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.17%
-$244.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$5,528.76 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.17%
-$47.2 
MDT Medtronic plc
-0.17%
-$0.84 
MUB iShares National Muni Bond ETF
-0.17%
-$1,097.64 
TGT Target Corporation
-0.17%
-$1.38 
MGC Vanguard Mega Cap ETF
-0.16%
-$2,207.2 
HYBL SPDR Blackstone High Income Fund
-0.16%
-$350.55 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.16%
-$3,841.96 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.16%
-$780.12 
IOO iShares Global 100 ETF
-0.15%
-$417.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$2,071.28 
XLV Health Care Select Sector SPDR Fund
-0.15%
-$88.56 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$1,728.39 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.14%
-$137.41 
RVMD Revolution Medicines Inc.
-0.14%
-$3.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$1,558 
V Visa Inc. Class A
-0.14%
-$4.8 
SPGI S&P Global Inc.
-0.13%
-$0.58 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.13%
-$27.1 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$13,318.91 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.13%
-$1,955.51 
IEI iShares 3-7 Year Treasury Bond ETF
-0.13%
-$22.8 
MU Micron Technology, Inc.
-0.12%
-$4.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$123.96 
UNP Union Pacific Corporation
-0.12%
-$0.72 
IVV iShares Core S&P 500 ETF
-0.12%
-$413.08 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.12%
-$12.18 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.12%
-$2,153.07 
SCYB Schwab High Yield Bond ETF
-0.12%
-$105.09 
VOO Vanguard S&P 500 ETF
-0.11%
-$170.82 
VOTE TCW Transform 500 ETF
-0.11%
-$1,131.62 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$66.97 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.11%
-$93.61 
XYL Xylem Inc.
-0.11%
-$0.52 
CVS CVS Health Corporation
-0.11%
-$0.96 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.11%
-$10.05 
BNDX Vanguard Total International Bond ETF
-0.1%
-$9,606.45 
CMCSA Comcast Corp
-0.1%
-$2.02 
HOG Harley-Davidson Inc.
-0.1%
-$0.75 
SCHB Schwab U.S. Broad Market ETF
-0.1%
-$25,745.43 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$171.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.1%
-$6,231.06 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$35.69 
SPTB SPDR Portfolio Treasury ETF
-0.1%
-$95.49 
SUSL iShares ESG MSCI USA Leaders ETF
-0.1%
-$3.76 
BR Broadridge Financial Solutions, Inc.
-0.1%
-$0.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$245.4 
WBD Warner Bros. Discovery, Inc.
-0.1%
-$0.65 
ACN Accenture plc Class A
-0.1%
-$31.73 
ODFL Old Dominion Freight Line, Inc.
-0.1%
-$0.67 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$6,187.87 
IWB iShares Russell 1000 ETF
-0.1%
-$33.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$41,121.27 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.08%
-$396.43 
SCHE Schwab Emerging Markets Equity ETF
-0.08%
-$1,916.85 
SCHK Schwab 1000 Index ETF
-0.08%
-$35.22 
VSNT Versant Media Group, Inc.
-0.08%
-$0.27 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.08%
-$94.71 
IAGG iShares International Aggregate Bond Fund
-0.08%
-$4,281.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.08%
-$57.46 
SPEM SPDR Portfolio Emerging Markets ETF
-0.08%
-$367.96 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$399.84 
ALL Allstate Corporation
-0.07%
-$0.38 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.07%
-$704.58 
SCHA Schwab U.S. Small-Cap ETF
-0.07%
-$10.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.07%
-$3.4 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$1,072.62 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.07%
-$4.96 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$2,301.74 
SMH VanEck Semiconductor ETF
-0.06%
-$63.83 
SCHP Schwab U.S. TIPS ETF
-0.06%
-$1,088.62 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$35.19 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
-0.03%
-$0.3 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$6.8 
ATRO Astronics Corporation
-0.03%
-$0.22 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.03%
-$122.39 
EA Electronic Arts Inc.
-0.03%
-$0.16 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$578.41 
VCRB Vanguard Core Bond ETF
-0.02%
-$1,318.99 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$150.03 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$180.15 
ABBV AbbVie Inc.
-0.01%
-$2.37 
TIP iShares TIPS Bond ETF
-0.01%
-$6.54 
IBM International Business Machines Corporation
-0.01%
-$0.04 Events
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Dividends
Dividend Analysis
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| Trades 1449 | Longs Won 886/1449 61% | Profit Factor 22.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $387,967.65 |
| Average Win $69,278.41 | Best Trade (Jul 22) $12.27M | Sharpe Ratio -10.45 |
| Average Loss -$4,763.78 | Worst Trade (Jul 24) -$964,879.82 | Z-Score 4.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $40,548.9 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Beth Steinhaus?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Broad Market ETF - $2.26M, VANGUARD TOTAL STOCK MKT ETF - $1.24M, Vanguard Total International Stock Index Fund Investor Shares - $1.22M, Vanguard Total Bond Market Index Fund - $1.1M, and Vanguard Total International Bond ETF - $998,345.13. 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: Merck & Co., Inc - $94,895.57, The Home Depot, Inc - $26,081.5, Sonos Inc - $25,170, Salesforce Inc - $12,057.04, and Adobe Inc - $10,775.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Steinhaus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.61M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $1.07M, Vanguard Total International Bond ETF - $1.06M, Vanguard Total Bond Market Index Fund - $1.05M, VANGUARD TOTAL STOCK MKT ETF - $1.02M, and Vanguard FTSE All-World ex-US ETF - $426,545.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Steinhaus's monthly returns?
Beth Steinhaus'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 Beth Steinhaus's strategy be considered aggressive or moderate?
Beth Steinhaus'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 Beth Steinhaus's strategy?
Beth Steinhaus'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.
