RL
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:
20.02%
Gain 0%
Monthly
0.57%
Yearly
7.02%
Drawdown
21.93%
$131.76M
Equity
Holdings
$131.76M
Investment
$117.17M
$39.33M
Profit -$627.37
Realized
$24.25M
Unrealized
$15.07M
Dividends
$4.18M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$627.37
Win %
88%
This Week
Compared To Last Week
Gain
0%
Profit
-$627.37
Win %
88%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.02M
Win %
88%
This Year
Compared to last year
Gain
-0.19%
Profit
$505,580.1
Win %
86%
PRIM Primoris Services Corporation
+4.39%
+$13,109.85 
GEV GE Vernova Inc.
+3.73%
+$11,278.71 
PWR Quanta Services Inc.
+3.58%
+$13,985.41 
AMG Affiliated Managers Group Inc.
+2.99%
+$22,740.92 
T AT&T Inc.
+2.52%
+$14,091.68 
JPM JPMorgan Chase & Co.
+2.31%
+$9,905.11 
AXP American Express Company
+2.18%
+$11,245.12 
KMI Kinder Morgan, Inc.
+1.85%
+$5,034.98 
TSLA Tesla, Inc.
+1.82%
+$20,667.92 
RIOT Riot Platforms, Inc.
+1.8%
+$5,290.32 
UNP Union Pacific Corporation
+1.65%
+$10,311.88 
RDN Radian Group Inc.
+1.52%
+$4,117.36 
COF Capital One Financial Corporation
+1.48%
+$6,501.75 
COP ConocoPhillips
+1.4%
+$4,435.56 
FISV Fiserv, Inc.
+1.36%
+$199,217.24 
ABBV AbbVie Inc.
+1.32%
+$2,841.6 
MTZ MasTec, Inc. Common Stock
+1.25%
+$10,070.91 
VLO Valero Energy Corporation
+1.2%
+$3,014.74 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$46,363.95 
JNJ Johnson & Johnson
+1.07%
+$4,546.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$9,166.24 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$21,156.96 
VLTO Veralto Corporation
+0.87%
+$5,551.92 
PG Procter & Gamble Co
+0.86%
+$3,525.52 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$27,064.9 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$8,482.54 
GE General Electric Company
+0.76%
+$3,101.32 
CVX Chevron Corporation
+0.75%
+$3,989.97 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,806.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,866.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$164,072.63 
DXUV Dimensional US Vector Equity ETF
+0.59%
+$43,669.47 
AVXC Avantis Emerging Markets Ex China ETF
+0.58%
+$8,578.08 
DFIV Dimensional International Value ETF
+0.58%
+$22,147.52 
MAIN Main Street Capital Corporation
+0.54%
+$1,979.88 
GOOGL Alphabet Inc
+0.53%
+$3,991.9 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,626.25 
GOOG Alphabet Inc
+0.45%
+$2,880 
WMT Walmart Inc.
+0.45%
+$1,786.32 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$7,826.22 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$22,015.16 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.41%
+$1,262.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$4,598.85 
BN Brookfield Corporation
+0.4%
+$2,350.27 
PEP PepsiCo, Inc.
+0.38%
+$734.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$5,757.6 
DUHP Dimensional US High Profitability ETF
+0.37%
+$20,262.31 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$3,486.56 
XOM Exxon Mobil Corporation
+0.28%
+$4,285.16 
GMAR FT Vest US Equity Moderate B Fund
+0.2%
+$685.72 
GOCT FT Vest US Equity Moderate Fund
+0.18%
+$5,765.34 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$4,808.52 
NVDA NVIDIA Corporation
+0.16%
+$2,832.32 
KO The Coca-Cola Company
+0.11%
+$257.67 
MSFT Microsoft Corp.
+0.1%
+$1,313.97 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$88.51 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.01%
+$311.35 
BPRE
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$8,468.83 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$6,323.67 
AAPL Apple Inc.
-1.52%
-$162,877.5 
MRK Merck & Co., Inc.
-1.42%
-$7,038.35 
AMZN Amazon.com Inc
-1.23%
-$10,315.57 
AVGO Broadcom Inc.
-0.91%
-$4,987.5 
CSCO Cisco Systems, Inc.
-0.6%
-$3,076.96 
DHR Danaher Corporation
-0.38%
-$27,519.85 
META Meta Platforms Inc Class A
-0.26%
-$1,438.41 
SHEL Shell plc
-0.22%
-$434.15 
TMHC Taylor Morrison Home Corporation
-0.01%
-$60.73 Events
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Dividends
Dividend Analysis
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| Trades 7997 | Longs Won 3498/7997 43% | Profit Factor 2.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,865.19 |
| Average Win $16,985.68 | Best Trade (Jun 14) $5.36M | Sharpe Ratio -17.18 |
| Average Loss -$4,465.26 | Worst Trade (Jun 14) -$13.84M | Z-Score -25.55 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $4,917.69 |
| 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% | 0.07% | 3.27% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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Option values are updated at end of day.
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