EB
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
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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:
22.52%
Gain +0.01%
Monthly
1.17%
Yearly
14.95%
Drawdown
12.79%
$182.04M
Equity
Holdings
$182.04M
Investment
$145.95M
$36.93M
Profit +$12,621.03
Realized
$829,655.44
Unrealized
$36.1M
Dividends
$3.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$12,621.03
Win %
91%
This Week
Compared To Last Week
Gain
0.97%
Profit
$1.75M
Win %
91%
This Month
Compared to last month
Gain
0.33%
Profit
$600,024.6
Win %
91%
This Year
Compared to last year
Gain
6.59%
Profit
$11.42M
Win %
92%
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$317,927.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+3.03%
+$33,877.89 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$443,984.03 
DFAU Dimensional US Core Equity Market ETF
+1.58%
+$885,915.63 
IVV iShares Core S&P 500 ETF
+1.5%
+$51,083.97 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.44%
+$29,583.9 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$33,304.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.84%
+$3,126.2 
VB Vanguard Small-Cap ETF
+0.69%
+$6,491.06 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$59,264.21 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$16,214.48 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$1,376.25 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$71,081.66 
DFNM Dimensional National Municipal Bond ETF
+0.09%
+$859.63 
VYM Vanguard High Dividend Yield ETF
+0.08%
+$245.98 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$8,142.18 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$15,000.39 
Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 82/91 90% | Profit Factor 415.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $451,393.39 | Best Trade (Jun 15) $10.93M | Sharpe Ratio -9.74 |
| Average Loss -$9,908.43 | Worst Trade (Jun 11) -$52,976.04 | Z-Score 24.32 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $405,770.14 |
| 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% | 0.04% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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