Elizabeth Barrett Portfolio
Invests via Sterling Wealth Advisors Inc. | Managed by Elizabeth A. Barrett
Invests via Sterling Wealth Advisors Inc.
Managed by Elizabeth A. Barrett
Automatically Tracked
Elizabeth Barrett Profile
With a distinguished background in strategic leadership and corporate development, Elizabeth Barrett has significantly influenced the evolution of several high-performing organizations. Her expertise extends across multiple sectors, including technology and consumer goods, where she has spearheaded transformative initiatives that align with market demands. As an accomplished executive, she is known for her ability to navigate complex business landscapes while fostering innovation and growth. Her extensive experience includes leading cross-functional teams to deliver compelling value propositions tailored to dynamic customer needs. By consistently enhancing operational efficiencies and championing collaborative practices, she plays a crucial role in shaping industry best practices.
With a distinguished background in strategic leadership and corporate development, Elizabeth Barrett has significantly influenced the evolution of several high-performing organizations. Her expertise extends across multiple sectors, including technology and consumer goods, where she has spearheaded transformative initiatives that align with market demands. As an accomplished executive, she is known for her ability to navigate complex business landscapes while fostering innovation and growth. Her extensive experience includes leading cross-functional teams to deliver compelling value propositions tailored to dynamic customer needs. By consistently enhancing operational efficiencies and championing collaborative practices, she plays a crucial role in shaping industry best practices.
Investment Philosophy & Strategy
Growth opportunities in evolving markets often captivate her strategic acumen. Elizabeth Barrett emphasizes fostering innovation by identifying disruptive trends and aligning them with operational frameworks that drive competitive advantage. Her approach is underpinned by a profound understanding of market dynamics, enabling the alignment of organizational resources to capitalize on potential shifts. By nurturing high-performance teams, she inspires an environment where fresh ideas flourish and agility reigns supreme, ensuring adaptability in fast-paced settings. A visionary leader, she pursues sustainable business models designed to capture long-term value while addressing customer-centric needs.
Growth opportunities in evolving markets often captivate her strategic acumen. Elizabeth Barrett emphasizes fostering innovation by identifying disruptive trends and aligning them with operational frameworks that drive competitive advantage. Her approach is underpinned by a profound understanding of market dynamics, enabling the alignment of organizational resources to capitalize on potential shifts. By nurturing high-performance teams, she inspires an environment where fresh ideas flourish and agility reigns supreme, ensuring adaptability in fast-paced settings. A visionary leader, she pursues sustainable business models designed to capture long-term value while addressing customer-centric needs.
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:
30.99%
Gain +2.54%
Monthly
1.39%
Yearly
17.98%
Drawdown
12.92%
$188.06M
Equity
Holdings
$188.06M
Investment
$149.97M
$38.99M
Profit +$4M
Realized
$896,791.33
Unrealized
$38.09M
Dividends
$5.17M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.54%
Profit
$4M
Win %
79%
This Week
Compared To Last Week
Gain
2.17%
Profit
$3.99M
Win %
79%
This Month
Compared to last month
Gain
2.82%
Profit
$5.16M
Win %
79%
This Year
Compared to last year
Gain
2.21%
Profit
$4.07M
Win %
82%
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$176,989.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$23,331.84 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$316,628.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$43,171.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$4,329.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$11,213.44 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$660.6 
VYM Vanguard High Dividend Yield ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$102,764.65 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$65,142.88 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$12,010.65 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$12,440.39 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$35,547.96 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$6,797.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$970.2 
VB Vanguard Small-Cap ETF
-0.22%
-$2,079.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,007.44 
IDV iShares International Select Dividend ETF
-0.14%
-$7,609.92 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$15,183.81 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$390.16 Events
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Dividends
Dividend Analysis
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| Trades 104 | Longs Won 87/104 83% | Profit Factor 190.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $450,482.64 | Best Trade (Aug 20) $11.92M | Sharpe Ratio -9.48 |
| Average Loss -$12,071.13 | Worst Trade (Aug 02) -$87,871.93 | Z-Score 10.19 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $374,872.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 70,084 | $2.75M | $3.12M | - | $366,779.58 | 13.33% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 253,952 | $6.74M | $9.53M | - | $2.79M | 41.44% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 380,607 | $11.46M | $16.02M | - | $4.56M | 39.78% | -0.637% |
| DFAU Dimensional US Core Equity Market ETF | 1.13M | $46.84M | $58.55M | - | $11.71M | 25% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 62,593 | $2.06M | $2.29M | - | $228,751.01 | 11.12% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 296,233 | $12.47M | $12.29M | - | -$172,468.73 | -1.38% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 27,060 | $712,937.21 | $1.02M | - | $307,224.79 | 43.09% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 80,071 | $2.18M | $2.39M | - | $210,368.33 | 9.67% | -0.501% |
| DFIC Dimensional International Core Equity Market ETF | 296,104 | $7.7M | $11.28M | - | $3.58M | 46.47% | -0.574% |
| DFNM Dimensional National Municipal Bond ETF | 19,508 | $932,543.15 | $929,556.2 | - | -$2,986.95 | -0.32% | -0.042% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 506,127 | $23.75M | $23.94M | - | $198,959.15 | 0.84% | -0.063% |
| DFUS Dimensional U.S. Equity Market ETF | 316,052 | $20.1M | $25.79M | - | $5.69M | 28.31% | +0.691% |
| DFUV Dimensional US Marketwide Value ETF | 5,505 | $225,264.6 | $306,022.95 | - | $80,758.35 | 35.85% | +0.216% |
| DGRO iShares Core Dividend Growth ETF | 30,897 | $1.9M | $2.41M | - | $515,022.54 | 27.17% | -0.281% |
| IDV iShares International Select Dividend ETF | 126,832 | $3.47M | $5.63M | - | $2.16M | 62.09% | -0.135% |
| IVV iShares Core S&P 500 ETF | 4,557 | $2.68M | $3.42M | - | $736,593.31 | 27.46% | +0.687% |
| SCHV Schwab U.S. Large-Cap Value ETF | 10,780 | $281,034.43 | $367,274.6 | - | $86,240.17 | 30.69% | -0.263% |
| VB Vanguard Small-Cap ETF | 3,151 | $757,084.87 | $929,986.17 | - | $172,901.3 | 22.84% | -0.223% |
| VIG Vanguard Dividend Appreciation ETF | 13,978 | $2.74M | $3.34M | - | $605,806.59 | 22.13% | -0.371% |
| VYM Vanguard High Dividend Yield ETF | 1,892 | $241,400.43 | $306,428.34 | - | $65,027.91 | 26.94% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Elizabeth Barrett?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Short-Duration Fixed Income ETF - $1.56M, Dimensional US Core Equity Market ETF - $714,076.05, Dimensional International Core Equity Market ETF - $700,997.94, Dimensional International Core Equity Market ETF - $686,370.57, and iShares International Select Dividend ETF - $631,698.46. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Elizabeth Barrett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.17M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $1.53M, Dimensional US Core Equity Market ETF - $696,517.97, Dimensional International Core Equity Market ETF - $553,541.45, Dimensional Core Fixed Income ETF - $517,563.19, and Dimensional International Core Equity Market ETF - $441,093.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth Barrett's monthly returns?
Elizabeth Barrett'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 Elizabeth Barrett's strategy be considered aggressive or moderate?
Elizabeth Barrett'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 Elizabeth Barrett's strategy?
Elizabeth Barrett's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
