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:
-6.17%
Gain -0.55%
Monthly
0.13%
Yearly
1.62%
Drawdown
47.41%
$146.99M
Equity
Holdings
$146.99M
Investment
$158.07M
$5.78M
Profit -$730,860.86
Realized
$16.86M
Unrealized
-$11.08M
Dividends
$4.38M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$730,860.86
Win %
72%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$730,860.86
Win %
72%
This Month
Compared to last month
Gain
-0.96%
Profit
-$1.42M
Win %
72%
This Year
Compared to last year
Gain
2.63%
Profit
$3.77M
Win %
70%
CAI Caris Life Sciences, Inc.
+6.59%
+$33,873.53 
GOOG Alphabet Inc
+3.02%
+$18,691.64 
GOOGL Alphabet Inc
+2.9%
+$21,003.21 
META Meta Platforms Inc Class A
+2.81%
+$17,887.1 
WMT Walmart Inc.
+2.39%
+$6,445.85 
MSFT Microsoft Corp.
+2.27%
+$30,943.72 
LLY Eli Lilly and Company
+2.09%
+$8,167.79 
VLTO Veralto Corporation
+1.93%
+$13,913.9 
ABBV AbbVie Inc.
+1.73%
+$4,160.03 
DHR Danaher Corporation
+1.51%
+$119,721.86 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$2,587 
AXP American Express Company
+0.84%
+$4,455.36 
JNJ Johnson & Johnson
+0.54%
+$1,957.68 
PG Procter & Gamble Co
+0.53%
+$1,676.12 
AAPL Apple Inc.
+0.47%
+$57,007.45 
MRK Merck & Co., Inc.
+0.46%
+$2,449.96 
RHP Ryman Hospitality Properties, Inc.
+0.38%
+$978.88 
RDN Radian Group Inc.
+0.29%
+$818.37 
KMI Kinder Morgan, Inc.
+0.1%
+$236.4 
UNP Union Pacific Corporation
+0.1%
+$609.41 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$4,050.71 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$91.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BPRE
BPRE
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$27,669.33 
LRCX Lam Research Corporation
-7.79%
-$15,036.28 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$21,470.37 
AMAT Applied Materials, Inc.
-6.72%
-$12,701.52 
KLAC KLA Corporation
-6.53%
-$13,417.02 
APH Amphenol Corporation
-5.92%
-$25,108.44 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-5.54%
-$15,616.19 
CRS Carpenter Technology Corporation
-5.45%
-$12,378.69 
INTC Intel Corporation
-5.24%
-$12,973.73 
MTZ MasTec, Inc. Common Stock
-5.07%
-$26,793.62 
AVGO Broadcom Inc.
-4.75%
-$26,573.98 
MU Micron Technology, Inc.
-4.75%
-$23,191.3 
PWR Quanta Services Inc.
-4.62%
-$19,759.29 
CAT Caterpillar Inc.
-4.14%
-$7,218.57 
AMD Advanced Micro Devices, Inc.
-3.9%
-$8,872.92 
WDC Western Digital Corporation
-3.63%
-$8,563.74 
NVDA NVIDIA Corporation
-2.85%
-$58,781.38 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-2.77%
-$10,661.44 
RIOT Riot Platforms, Inc.
-2.68%
-$6,506.12 
BHP BHP Group Ltd.
-2.6%
-$5,900.32 
AVXC Avantis Emerging Markets Ex China ETF
-2.51%
-$38,954.82 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.51%
-$58,626.35 
VLO Valero Energy Corporation
-2.25%
-$8,578.07 
STX Seagate Technology Holdings plc
-2.04%
-$3,517.28 
GE General Electric Company
-1.94%
-$7,849.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$30,521.58 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$39,071.42 
JPM JPMorgan Chase & Co.
-1.69%
-$6,706.29 
AMG Affiliated Managers Group Inc.
-1.65%
-$12,937.5 
BN Brookfield Corporation
-1.65%
-$8,228.43 
CSCO Cisco Systems, Inc.
-1.62%
-$7,349.16 
TSLA Tesla, Inc.
-1.36%
-$14,581.98 
FISV Fiserv, Inc.
-1.24%
-$177,072 
AMZN Amazon.com Inc
-1.21%
-$11,683.62 
PRIM Primoris Services Corporation
-1.06%
-$2,457.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$12,288.82 
CVX Chevron Corporation
-0.88%
-$5,269.64 
XOM Exxon Mobil Corporation
-0.84%
-$12,984.75 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$7,886.13 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$24,636 
COF Capital One Financial Corporation
-0.59%
-$2,316.78 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$34,361.32 
DFSI Dimensional International Sustainability Core 1 ETF
-0.43%
-$2,734 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$17,051.43 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$12,351.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$101,342.15 
DFIV Dimensional International Value ETF
-0.37%
-$15,923.33 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,066.82 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$7,695.84 
DUHP Dimensional US High Profitability ETF
-0.3%
-$17,473.37 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$2,833.95 
DFMC DFA U.S. Micro Cap Portfolio ETF
-0.26%
-$671.09 
MAIN Main Street Capital Corporation
-0.17%
-$499.85 
DXUV Dimensional US Vector Equity ETF
-0.16%
-$13,001.34 
GMAR FT Vest US Equity Moderate B Fund
-0.07%
-$229.33 
BUXX Strive Enhanced Income Short Duration Fund
-0.06%
-$122.86 
GOCT FT Vest US Equity Moderate Fund
-0.05%
-$1,462.52 
TMHC Taylor Morrison Home Corporation
-0.03%
-$113.62 Events
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Dividends
Dividend Analysis
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| Trades 8082 | Longs Won 3535/8082 43% | Profit Factor 2.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $535,695.28 |
| Average Win $26,114.76 | Best Trade (Mar 30) $31.97M | Sharpe Ratio -20.34 |
| Average Loss -$8,798.11 | Worst Trade (Sep 09) -$34.24M | Z-Score -27.58 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $714.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 17.71% | 29.82% | 40.45% | 50.22% | 59.39% | 68.11% | 76.48% | 84.56% | 92.39% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,543 | $7.53M | $12.2M | - | $4.67M | 62.08% | +0.47% |
| ABBV AbbVie Inc. | 938 | $174,111.56 | $245,338.59 | - | $71,227.03 | 40.91% | +1.725% |
| AMAT Applied Materials, Inc. | 414 | $299,322 | $176,285.34 | - | -$123,036.66 | -41.11% | -6.721% |
| AMD Advanced Micro Devices, Inc. | 441 | $256,181.3 | $218,740.41 | - | -$37,440.89 | -14.61% | -3.898% |
| AMG Affiliated Managers Group Inc. | 2,204 | $434,846.14 | $770,826.94 | - | $335,980.8 | 77.26% | -1.651% |
| AMZN Amazon.com Inc | 3,775 | $837,364.48 | $957,660.87 | - | $120,296.39 | 14.37% | -1.205% |
| APH Amphenol Corporation | 5,052 | $222,692.16 | $398,855.4 | - | $176,163.24 | 79.11% | -5.922% |
| ASML ASML Holding N.V. New York Registry Shares | 178 | $236,444.96 | $280,827.04 | - | $44,382.08 | 18.77% | -7.102% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 7,147 | $322,472.64 | $266,440.16 | - | -$56,032.48 | -17.38% | -5.537% |
| AVGO Broadcom Inc. | 1,545 | $448,221.73 | $532,700.55 | - | $84,478.82 | 18.85% | -4.752% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,097 | $798,436.88 | $1.01M | - | $206,805.67 | 25.9% | -0.281% |
| AVXC Avantis Emerging Markets Ex China ETF | 18,462 | $1.13M | $1.51M | - | $385,247.94 | 34.19% | -2.512% |
| AXP American Express Company | 1,632 | $520,845.14 | $534,349.44 | - | $13,504.3 | 2.59% | +0.841% |
| BHP BHP Group Ltd. | 2,605 | $217,022.55 | $221,125.42 | - | $4,102.87 | 1.89% | -2.599% |
| BN Brookfield Corporation | 13,061 | $538,510.47 | $490,962.99 | - | -$47,547.48 | -8.83% | -1.648% |
| BPRE BPRE | 56,468 | $847.02 | $847.02 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 520 | $254,703.6 | $267,979.4 | - | $13,275.8 | 5.21% | +0.975% |
| BUXX Strive Enhanced Income Short Duration Fund | 9,989 | $201,977.58 | $201,754.83 | - | -$222.75 | -0.11% | -0.061% |
| CAI Caris Life Sciences, Inc. | 21,105 | $376,091.1 | $547,569.22 | - | $171,478.12 | 45.59% | +6.594% |
| CAT Caterpillar Inc. | 213 | $226,823.7 | $167,136.84 | - | -$59,686.86 | -26.31% | -4.14% |
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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 Rebecca Loeffler?
The largest contributions to the portfolio's profits come from the following stocks: Fiserv, Inc - $42.59M, Apple Inc - $14.65M, 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, Rocket Companies, Inc. Class A - $153,777.63, AES Corporation - $136,029.11, Verizon Communications Inc - $98,813.32, and Ford Motor Company - $90,688.26. 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 $4.38M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $656,839.57, Apple Inc - $354,223.16, 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.
