Todd A. Sixt Portfolio
Invests via Strait & Sound Wealth Management LLC | Managed by Todd A. Sixt, William “Bill” Romig, Daniel Barnes
Invests via Strait & Sound Wealth Management LLC
Managed by Todd A. Sixt, William “Bill” Romig, Daniel Barnes
Automatically Tracked
Todd A. Sixt Profile
With extensive experience in the technology sector, Todd A. Sixt is recognized as a distinguished entrepreneur and executive leader. His career reflects a commitment to innovation and business transformation, having co-founded and developed multiple high-growth startups focused on software solutions. Notably, he has played pivotal roles in scaling organizations through strategic partnerships and product development initiatives that enhance operational efficiency. His insights into market trends position him as a key player at the intersection of technology commercialization and venture funding, making him an influential figure for investors seeking opportunities within evolving digital landscapes.
With extensive experience in the technology sector, Todd A. Sixt is recognized as a distinguished entrepreneur and executive leader. His career reflects a commitment to innovation and business transformation, having co-founded and developed multiple high-growth startups focused on software solutions. Notably, he has played pivotal roles in scaling organizations through strategic partnerships and product development initiatives that enhance operational efficiency. His insights into market trends position him as a key player at the intersection of technology commercialization and venture funding, making him an influential figure for investors seeking opportunities within evolving digital landscapes.
Investment Philosophy & Strategy
Growth dynamics within the technology sector are shaped by transformative visionaries like Todd A. Sixt, whose entrepreneurial journey emphasizes scalability and strategic innovation. His track record of co-founding high-growth startups showcases an innate ability to identify and capitalize on market opportunities, particularly in software solutions. Leveraging insights into industry trends, he has successfully navigated complex landscapes to enhance operational efficiencies through robust product development frameworks. An advocate for collaboration, his approach often revolves around cultivating partnerships that drive sustained business growth while maximizing technological advancements.
Growth dynamics within the technology sector are shaped by transformative visionaries like Todd A. Sixt, whose entrepreneurial journey emphasizes scalability and strategic innovation. His track record of co-founding high-growth startups showcases an innate ability to identify and capitalize on market opportunities, particularly in software solutions. Leveraging insights into industry trends, he has successfully navigated complex landscapes to enhance operational efficiencies through robust product development frameworks. An advocate for collaboration, his approach often revolves around cultivating partnerships that drive sustained business growth while maximizing technological advancements.
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:
73.2%
Gain +1.75%
Monthly
1.85%
Yearly
24.66%
Drawdown
21.3%
$286.83M
Equity
Holdings
$286.83M
Investment
$199.36M
$105.99M
Profit +$3.03M
Realized
$18.52M
Unrealized
$87.46M
Dividends
$13.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.75%
Profit
$3.03M
Win %
74%
This Week
Compared To Last Week
Gain
0.58%
Profit
$1.65M
Win %
74%
This Month
Compared to last month
Gain
1.12%
Profit
$3.17M
Win %
74%
This Year
Compared to last year
Gain
9.68%
Profit
$25.32M
Win %
74%
AEHR Aehr Test Systems
+22.33%
+$162,382.18 
OSS One Stop Systems, Inc.
+10.03%
+$13,694.56 
CRCL Circle Internet Group, Inc.
+7.95%
+$13,525.2 
MU Micron Technology, Inc.
+7.06%
+$38,669.96 
AMD Advanced Micro Devices, Inc.
+5.47%
+$233,821.09 
CRWV CoreWeave, Inc.
+5.06%
+$20,309.3 
WULF TeraWulf Inc.
+5.06%
+$11,412.25 
SLV iShares Silver Trust
+4.63%
+$8,677.72 
GLW Corning Incorporated
+3.83%
+$14,821.72 
TSLA Tesla, Inc.
+3.52%
+$80,815.08 
SA Seabridge Gold Inc.
+3.51%
+$111,398.28 
ORCL Oracle Corporation
+3.48%
+$62,289.18 
GDX VanEck Gold Miners ETF
+3.37%
+$25,230.92 
TXN Texas Instruments Inc
+2.92%
+$18,323.64 
CEF Sprott Physical Gold and Silver Trust
+2.8%
+$14,168.31 
UNH UnitedHealth Group Incorporated
+2.57%
+$9,951.13 
SPMO Invesco S&P 500 Momentum ETF
+2.52%
+$53,504.36 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.42%
+$4,808.7 
UPS United Parcel Service, Inc.
+2.4%
+$15,899.57 
MS Morgan Stanley
+2.33%
+$45,446.04 
DXJ WisdomTree Japan Hedged Equity Fund
+2.33%
+$23,119.42 
EWJ iShares MSCI Japan ETF
+2.21%
+$23,008 
GS The Goldman Sachs Group, Inc.
+2.13%
+$52,220.21 
XLK State Street Technology Select Sector SPDR ETF
+2.12%
+$21,313.16 
IRM Iron Mountain Inc.
+2.09%
+$21,112.92 
VGT Vanguard Information Technology ETF
+1.74%
+$12,907.44 
PHYS Sprott Physical Gold Trust
+1.7%
+$4,524.79 
IGM iShares Expanded Tech Sector ETF
+1.66%
+$17,041.92 
AAAU Goldman Sachs Physical Gold ETF
+1.65%
+$12,552.8 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$5,372.1 
GLD SPDR Gold Shares
+1.55%
+$7,697.07 
QQQ Invesco QQQ Trust, Series 1
+1.46%
+$74,533.77 
XOM Exxon Mobil Corporation
+1.44%
+$15,960.09 
AVGO Broadcom Inc.
+1.39%
+$34,458.24 
LLY Eli Lilly and Company
+1.36%
+$13,720.65 
EXPD Expeditors International of Washington, Inc.
+1.36%
+$3,600.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.35%
+$4,763.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$3,181.53 
RTX RTX Corporation
+1.29%
+$26,882.5 
QCOM QUALCOMM Incorporated
+1.27%
+$8,064.59 
MRK Merck & Co., Inc.
+1.2%
+$3,623.88 
EUFN iShares MSCI Europe Financials ETF
+1.2%
+$8,459.27 
ARR Armour Residential REIT Inc.
+1.19%
+$14,303.64 
CSCO Cisco Systems, Inc.
+1.14%
+$7,549.92 
JPM JPMorgan Chase & Co.
+1.06%
+$32,691.6 
ETN Eaton Corporation plc
+1.05%
+$4,950.06 
NVDA NVIDIA Corporation
+1.02%
+$147,025.89 
ABBV AbbVie Inc.
+0.99%
+$25,750.09 
VT Vanguard Total World Stock ETF
+0.96%
+$11,026.07 
EMR Emerson Electric Co.
+0.89%
+$2,477.82 
AMGN Amgen Inc.
+0.86%
+$16,457.95 
PPI ASTORIA REAL ASSETS ETF
+0.82%
+$4,968.9 
VUG Vanguard Growth ETF
+0.81%
+$12,059.82 
SHEL Shell plc
+0.81%
+$8,665.26 
ABR Arbor Realty Trust Inc.
+0.8%
+$7,170.32 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.74%
+$3,950.73 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.68%
+$1,118 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$2,661.6 
IVV iShares Core S&P 500 ETF
+0.65%
+$2,848.96 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$24,293.31 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.62%
+$7,518.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,745.64 
INDA ISHARES MSCI INDIA ETF
+0.61%
+$4,242.1 
VOO Vanguard S&P 500 ETF
+0.6%
+$3,736.82 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$2,717.59 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$7,572.34 
SPDV AAM S&P 500 High Dividend Value ETF
+0.57%
+$2,349.31 
IOO iShares Global 100 ETF
+0.56%
+$1,940.66 
JNJ Johnson & Johnson
+0.56%
+$14,787.97 
OEF iShares S&P 100 ETF
+0.53%
+$10,157.64 
DAX Global X DAX Germany ETF
+0.47%
+$2,950.53 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,115.92 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$3,074.03 
BA Boeing Company
+0.45%
+$3,972.44 
PSX Phillips 66
+0.44%
+$1,528.8 
VDE Vanguard Energy ETF
+0.42%
+$1,133.67 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.38%
+$4,419.06 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,229.72 
XLE Energy Select Sector SPDR Fund
+0.28%
+$2,040 
NLY Annaly Capital Management, Inc.
+0.2%
+$2,981.74 
CVX Chevron Corporation
+0.18%
+$2,128.64 
CLOZ Panagram BBB-B CLO ETF
+0.15%
+$440.84 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.15%
+$6,747.07 
META Meta Platforms Inc Class A
+0.15%
+$6,172.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.1%
+$1,210.8 
NFLX Netflix, Inc.
+0.09%
+$303.36 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.08%
+$197.18 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.08%
+$2,456.61 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.02%
+$467.79 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$56 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$2,387.75 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$1,302.95 
AAPL Apple Inc.
+0.02%
+$6,270.24 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$104.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$947.63 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$35.15 
GSY Invesco Ultra Short Duration ETF
0%
+$57.72 
BNDX Vanguard Total International Bond ETF
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XB BondBloxx B Rated USD High Yield Corporate Bond ETF
0%
$0 
FSI Flexible Solutions International Inc.
-13.68%
-$11,382.4 
PANW Palo Alto Networks, Inc.
-2.32%
-$26,615.52 
CHD Church & Dwight Co., Inc.
-1.99%
-$5,296.2 
VRSK Verisk Analytics Inc.
-1.88%
-$6,245.23 
MO Altria Group, Inc.
-1.52%
-$4,703.44 
ADSK Autodesk, Inc.
-1.27%
-$3,245.76 
CRM Salesforce Inc
-1.17%
-$5,518.1 
PG Procter & Gamble Co
-1.13%
-$10,973.76 
PM Philip Morris International Inc.
-1.07%
-$4,662.77 
MCD McDonald's Corporation
-1.06%
-$5,614.7 
WMT Walmart Inc.
-1.05%
-$30,022.74 
HD The Home Depot, Inc.
-1.05%
-$31,168.49 
AMZN Amazon.com Inc
-1.04%
-$127,405.69 
KR Kroger Co.
-1.03%
-$1,939.8 
AFL Aflac Inc.
-0.94%
-$2,294.48 
NKE Nike, Inc. - Class B
-0.87%
-$1,494.92 
XLP Consumer Staples Select Sector SPDR Fund
-0.82%
-$2,674 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.78%
-$12,197.33 
V Visa Inc. Class A
-0.78%
-$36,198.53 
MA Mastercard Incorporated
-0.75%
-$15,057.32 
GOOG Alphabet Inc
-0.74%
-$8,398 
AEE Ameren Corporation
-0.73%
-$1,987.74 
COST Costco Wholesale Corporation
-0.73%
-$38,620.24 
FXI iShares China Large-Cap ETF
-0.73%
-$9,473.5 
IBM International Business Machines Corporation
-0.72%
-$10,238.76 
GOOGL Alphabet Inc
-0.72%
-$92,977.55 
MTB M&T Bank Corporation
-0.71%
-$1,918.4 
LMT Lockheed Martin Corporation
-0.67%
-$3,617.61 
AWK American Water Works Company, Inc.
-0.59%
-$1,265.58 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.57%
-$499 
VLO Valero Energy Corporation
-0.42%
-$4,774.95 
SBUX Starbucks Corporation
-0.38%
-$3,243.34 
AXP American Express Company
-0.37%
-$1,500.83 
UBER Uber Technologies, Inc.
-0.36%
-$1,143.22 
MSFT Microsoft Corp.
-0.35%
-$60,209.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$1,502.14 
PLTR Palantir Technologies Inc.
-0.3%
-$5,859.86 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$9,924.6 
KO The Coca-Cola Company
-0.28%
-$1,168.4 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.26%
-$621.46 
DVY iShares Select Dividend ETF
-0.25%
-$2,516.55 
KTEC KraneShares Hang Seng TECH Index ETF
-0.23%
-$483.03 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$1,562.4 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$477.7 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$643.02 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.17%
-$414.2 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.09%
-$1,680.03 
NEE NextEra Energy, Inc.
-0.08%
-$363.3 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.08%
-$4,845.72 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.06%
-$788.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$120.06 
CLOX Eldridge AAA CLO ETF
-0.04%
-$87.45 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.03%
-$683.36 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.02%
-$469.92 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.01%
-$365.15 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$19.18 Events
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Dividends
Dividend Analysis
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| Trades 1624 | Longs Won 1158/1624 71% | Profit Factor 18.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $406,173.01 |
| Average Win $96,629.11 | Best Trade (Jul 22) $10.5M | Sharpe Ratio -9.85 |
| Average Loss -$12,683.17 | Worst Trade (Jul 30) -$518,951.73 | Z-Score 13.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $65,262.41 |
| 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% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Todd A. Sixt?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.83M, Apple Inc - $2.16M, Tesla, Inc - $1.5M, US Treasury 3 Month Bill ETF - $1.48M, and iShares 0-3 Month Treasury Bond ETF - $1.45M. 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: Nike, Inc. - Class B - $180,523.88, Dow Inc - $162,915.82, CVS Health Corporation - $140,567.08, Archer-Daniels-Midland Co - $123,171.25, and Edison International - $108,180.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd A. Sixt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.87M earned over time. The largest contributors to dividend income include US Treasury 3 Month Bill ETF - $1.48M, iShares 0-3 Month Treasury Bond ETF - $1.45M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $1.36M, BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $560,919.68, and Microsoft Corp - $380,077.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd A. Sixt's monthly returns?
Todd A. Sixt's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Todd A. Sixt's strategy be considered aggressive or moderate?
Todd A. Sixt's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Todd A. Sixt's strategy?
Todd A. Sixt's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
