Rebecca Loeffler Portfolio
Invests via Corus Family Wealth Advisors | Managed by Rebecca Loeffler
Invests via Corus Family Wealth Advisors
Managed by Rebecca Loeffler
Automatically Tracked
Rebecca Loeffler Profile
With a strong focus on the intersection of technology and entrepreneurship, Rebecca Loeffler has established herself as a pivotal player in innovative ventures. Her extensive experience encompasses founding and scaling tech startups that harness emerging technologies to drive market disruption. With a background that combines technical expertise with strategic vision, she actively fosters growth through mentorship and investment initiatives tailored to burgeoning enterprises. By bridging gaps between idea inception and commercialization, her leadership enhances sector advancement while contributing significantly to the entrepreneurial landscape.
With a strong focus on the intersection of technology and entrepreneurship, Rebecca Loeffler has established herself as a pivotal player in innovative ventures. Her extensive experience encompasses founding and scaling tech startups that harness emerging technologies to drive market disruption. With a background that combines technical expertise with strategic vision, she actively fosters growth through mentorship and investment initiatives tailored to burgeoning enterprises. By bridging gaps between idea inception and commercialization, her leadership enhances sector advancement while contributing significantly to the entrepreneurial landscape.
Investment Philosophy & Strategy
Innovation drives Rebecca Loeffler's investment strategies, as she seeks opportunities that align with technological advancements and market needs. Leveraging her entrepreneurial background, she focuses on early-stage companies poised for transformative growth. Through insightful mentorship and strategic guidance, her involvement elevates nascent businesses aiming to carve out competitive advantages in their respective sectors. By evaluating ventures with high scalability potential, the approach emphasizes building a sustainable ecosystem that nurtures creativity while maximizing value creation across diverse markets.
Innovation drives Rebecca Loeffler's investment strategies, as she seeks opportunities that align with technological advancements and market needs. Leveraging her entrepreneurial background, she focuses on early-stage companies poised for transformative growth. Through insightful mentorship and strategic guidance, her involvement elevates nascent businesses aiming to carve out competitive advantages in their respective sectors. By evaluating ventures with high scalability potential, the approach emphasizes building a sustainable ecosystem that nurtures creativity while maximizing value creation across diverse markets.
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:
-11.67%
Gain -0.04%
Monthly
0.1%
Yearly
1.26%
Drawdown
47.39%
$144.22M
Equity
Holdings
$144.22M
Investment
$158.1M
$3.42M
Profit -$58,489.58
Realized
$17.27M
Unrealized
-$13.85M
Dividends
$4.27M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$58,489.58
Win %
68%
This Week
Compared To Last Week
Gain
0.49%
Profit
$701,759.18
Win %
68%
This Month
Compared to last month
Gain
0.7%
Profit
$1M
Win %
68%
This Year
Compared to last year
Gain
0.7%
Profit
$1M
Win %
67%
AMZN Amazon.com Inc
+3.9%
+$33,408.79 
TSLA Tesla, Inc.
+3.53%
+$30,894.99 
NVDA NVIDIA Corporation
+2.65%
+$47,573.79 
DFIV Dimensional International Value ETF
+2.33%
+$97,021.22 
GE General Electric Company
+1.26%
+$5,503.68 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$161.2 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$181.44 
DHR Danaher Corporation
+0.03%
+$2,378.18 
CVX Chevron Corporation
+0.02%
+$84.09 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMG Affiliated Managers Group Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.01 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVXC Avantis Emerging Markets Ex China ETF
0%
-$5.54 
AXP American Express Company
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BN Brookfield Corporation
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CAI Caris Life Sciences, Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
COF Capital One Financial Corporation
0%
-$0.02 
CRS Carpenter Technology Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DEHP Dimensional Emerging Markets High Profitability ETF
0%
+$0.06 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFEV Dimensional Emerging Markets Value ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFMC DFA U.S. Micro Cap Portfolio ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
-$0.09 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DXUV Dimensional US Vector Equity ETF
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
+$0.27 
GEV GE Vernova Inc.
0%
$0 
GMAR FT Vest US Equity Moderate B Fund
0%
$0 
GOOG Alphabet Inc
0%
$0 
INTC Intel Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
-$0.01 
MAIN Main Street Capital Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
-$0.02 
MU Micron Technology, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PRIM Primoris Services Corporation
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
RDN Radian Group Inc.
0%
$0 
RHP Ryman Hospitality Properties, Inc.
0%
-$0.02 
RIOT Riot Platforms, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VLO Valero Energy Corporation
0%
-$0.01 
VYM Vanguard High Dividend Yield ETF
0%
$0 
WDC Western Digital Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BPRE
-13.27%
-$112.37 
META Meta Platforms Inc Class A
-7.95%
-$45,741.55 
VLTO Veralto Corporation
-4.17%
-$31,497.4 
JNJ Johnson & Johnson
-3.66%
-$13,292.99 
AAPL Apple Inc.
-1.41%
-$173,944.31 
GOOGL Alphabet Inc
-0.91%
-$6,530.03 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$2,066.84 
TMHC Taylor Morrison Home Corporation
-0.03%
-$113.62 
GOCT FT Vest US Equity Moderate Fund
-0.01%
-$146.25 Events
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Dividends
Dividend Analysis
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| Trades 8082 | Longs Won 3474/8082 42% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $525,020.41 |
| Average Win $25,541.39 | Best Trade (Mar 30) $31.97M | Sharpe Ratio -20.81 |
| Average Loss -$8,411.46 | Worst Trade (Jul 31) -$32.31M | Z-Score -14.61 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $422.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 35.32% | 48.31% | 58.03% | 66.09% | 73.1% | 79.38% | 85.11% | 90.41% | 95.35% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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Returns
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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 Rebecca Loeffler?
The largest contributions to the portfolio's profits come from the following stocks: Fiserv, Inc - $42.59M, Apple Inc - $14.64M, Dimensional U.S. Core Equity 2 ETF - $2.76M, Dimensional US High Profitability ETF - $678,044.68, and Dimensional International Value ETF - $591,727.14. 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: Veralto Corporation - $193,936.6, Ford Motor Company - $90,688.26, The Cigna Group - $86,733.25, Verizon Communications Inc - $79,798.2, and Taylor Morrison Home Corporation - $79,749.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rebecca Loeffler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.27M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $656,839.57, Apple Inc - $344,356.55, Dimensional International Value ETF - $301,997.07, Fidelity S&P 500 Dividend Aristocrats ETF - $263,707.77, and Dimensional International Core Equity Market ETF - $192,497.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rebecca Loeffler's monthly returns?
Rebecca Loeffler's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Rebecca Loeffler's strategy be considered aggressive or moderate?
Rebecca Loeffler's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Rebecca Loeffler's strategy?
Rebecca Loeffler's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
