RENEE BRUNNER Portfolio
Invests via Elite Life Management LLC | Managed by Jeremy T. Shelby, Stephanie J. Terbrock, Ryan A. Williams
Invests via Elite Life Management LLC
Managed by Jeremy T. Shelby, Stephanie J. Terbrock, Ryan A. Williams
Automatically Tracked
RENEE BRUNNER Profile
Seasoned operating executive and investor focused on growth, strategy and M&A within technology and consumer sectors. RENEE BRUNNER is known for leading corporate development, board roles and cross-border transactions, with emphasis on scaling revenue and operational efficiency. Works with PE and VC-backed companies, advising on capital raises, integrations and go-to-market expansion.
Seasoned operating executive and investor focused on growth, strategy and M&A within technology and consumer sectors. RENEE BRUNNER is known for leading corporate development, board roles and cross-border transactions, with emphasis on scaling revenue and operational efficiency. Works with PE and VC-backed companies, advising on capital raises, integrations and go-to-market expansion.
Investment Philosophy & Strategy
Operates as a growth-oriented, operationally-driven investor focused on technology and consumer opportunities, blending strategic M&A with hands-on scaling of revenue and margins. Prioritizes companies where go-to-market optimization, product-market fit expansion and cross-border growth create asymmetric returns. Deploys capital alongside PE/VC sponsors, favoring active board roles, staged capital with milestone-based syndication, clear integration playbooks and attention to unit economics and customer acquisition efficiency over short-term valuation maximization.
Operates as a growth-oriented, operationally-driven investor focused on technology and consumer opportunities, blending strategic M&A with hands-on scaling of revenue and margins. Prioritizes companies where go-to-market optimization, product-market fit expansion and cross-border growth create asymmetric returns. Deploys capital alongside PE/VC sponsors, favoring active board roles, staged capital with milestone-based syndication, clear integration playbooks and attention to unit economics and customer acquisition efficiency over short-term valuation maximization.
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:
91.85%
Gain -1.43%
Monthly
2.05%
Yearly
27.65%
Drawdown
21.64%
$86.16M
Equity
Holdings
$86.16M
Investment
$69.45M
$17.15M
Profit -$603,609.77
Realized
$438,473.97
Unrealized
$16.71M
Dividends
$1.83M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.43%
Profit
-$603,609.77
Win %
77%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$238,036.1
Win %
77%
This Month
Compared to last month
Gain
-0.7%
Profit
-$603,609.77
Win %
77%
This Year
Compared to last year
Gain
1.56%
Profit
$1.21M
Win %
74%
PH Parker-Hannifin Corporation
+7.31%
+$23,984.09 
COR Cencora, Inc.
+2.46%
+$9,636.23 
AMD Advanced Micro Devices, Inc.
+2.21%
+$10,183.55 
ETN Eaton Corporation plc
+1.76%
+$5,862.27 
AVGO Broadcom Inc.
+1.54%
+$16,009.84 
TJX The TJX Companies, Inc.
+1.34%
+$2,747.76 
CVX Chevron Corporation
+1.12%
+$3,099.47 
META Meta Platforms Inc Class A
+0.9%
+$9,672.46 
COST Costco Wholesale Corporation
+0.62%
+$4,400.85 
AAPL Apple Inc.
+0.45%
+$11,533.72 
GD General Dynamics Corporation
+0.44%
+$1,322.18 
GOOG Alphabet Inc
+0.43%
+$6,702.2 
V Visa Inc. Class A
+0.28%
+$2,239.63 
WELL Welltower Inc.
+0.22%
+$601.12 
MA Mastercard Incorporated
+0.11%
+$237.46 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.09%
+$201.6 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.01%
+$968.42 
BAC Bank of America Corporation
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
$0 
MSFT Microsoft Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SHEL Shell plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
GPUS Hyperscale Data, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.6%
-$69,215.49 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$442,081.16 
MU Micron Technology, Inc.
-2.6%
-$11,205.6 
LIN Linde plc
-2.58%
-$9,312.44 
ANET Arista Networks, Inc.
-2.53%
-$13,258.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$288,996.5 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-2.33%
-$10,340.55 
GE General Electric Company
-1.75%
-$7,903.95 
GEV GE Vernova Inc.
-1.74%
-$6,816.77 
NEE NextEra Energy, Inc.
-1.5%
-$3,889.35 
GOOGL Alphabet Inc
-1.29%
-$12,247.53 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$22,941.36 
ABBV AbbVie Inc.
-0.97%
-$2,776.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$2,297.49 
JPM JPMorgan Chase & Co.
-0.82%
-$7,714.53 
DFVX Dimensional US Large Cap Vector ETF
-0.68%
-$50,263.98 
TSLA Tesla, Inc.
-0.63%
-$3,429.94 
BLK BlackRock, Inc.
-0.59%
-$2,166.74 
APH Amphenol Corporation
-0.53%
-$1,539.74 
WMT Walmart Inc.
-0.33%
-$1,502.94 
VCRB Vanguard Core Bond ETF
-0.32%
-$10,508.84 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$538.65 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,372.66 
AMZN Amazon.com Inc
-0.14%
-$2,114.92 
NVDA NVIDIA Corporation
-0.1%
-$3,766.71 Events
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Dividends
Dividend Analysis
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No Data
| Trades 358 | Longs Won 259/358 72% | Profit Factor 14.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $178,308.85 |
| Average Win $71,045.79 | Best Trade (Aug 17) $1.89M | Sharpe Ratio -13.73 |
| Average Loss -$12,681.11 | Worst Trade (Sep 01) -$248,592.7 | Z-Score 13.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $47,892.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,180 | $1.75M | $2.56M | - | $803,333.83 | 45.85% | +0.453% |
| ABBV AbbVie Inc. | 1,157 | $251,750.77 | $282,076.6 | - | $30,325.83 | 12.05% | -0.975% |
| AMD Advanced Micro Devices, Inc. | 958 | $211,495.06 | $471,987.44 | - | $260,492.38 | 123.17% | +2.205% |
| AMZN Amazon.com Inc | 5,423 | $1.04M | $1.48M | - | $432,553.22 | 41.44% | -0.143% |
| ANET Arista Networks, Inc. | 2,657 | $365,667.06 | $510,994.24 | - | $145,327.18 | 39.74% | -2.529% |
| APH Amphenol Corporation | 3,384 | $213,106.23 | $289,890.36 | - | $76,784.13 | 36.03% | -0.528% |
| AVGO Broadcom Inc. | 2,486 | $759,008.05 | $1.06M | - | $296,845.87 | 39.11% | +1.54% |
| BAC Bank of America Corporation | 3,635 | $207,122.3 | $229,913.75 | - | $22,791.45 | 11% | 0.0 |
| BLK BlackRock, Inc. | 321 | $338,435.45 | $361,712.43 | - | $23,276.98 | 6.88% | -0.595% |
| BRK-B Berkshire Hathaway Inc. | 664 | $315,953.62 | $344,516.4 | - | $28,562.78 | 9.04% | 0.0 |
| COR Cencora, Inc. | 1,237 | $417,395.38 | $402,037.37 | - | -$15,358.01 | -3.68% | +2.456% |
| COST Costco Wholesale Corporation | 751 | $555,648.51 | $711,835.33 | - | $156,186.82 | 28.11% | +0.622% |
| CRWD CrowdStrike Holdings, Inc. | 9,288 | $1.59M | $1.93M | - | $334,889.01 | 21.04% | -1.177% |
| CVX Chevron Corporation | 1,483 | $228,897.8 | $279,545.5 | - | $50,647.7 | 22.13% | +1.121% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 49,089 | $1.71M | $1.85M | - | $137,965.86 | 8.06% | -3.605% |
| DFVX Dimensional US Large Cap Vector ETF | 86,039 | $5.8M | $7.31M | - | $1.52M | 26.18% | -0.683% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 500 | $188,435.37 | $269,107.51 | - | $80,672.14 | 42.81% | -0.847% |
| ETN Eaton Corporation plc | 743 | $236,966.22 | $338,191.31 | - | $101,225.09 | 42.72% | +1.764% |
| GD General Dynamics Corporation | 787 | $265,020.51 | $303,593.13 | - | $38,572.62 | 14.55% | +0.437% |
| GE General Electric Company | 1,185 | $381,890.51 | $443,841.75 | - | $61,951.24 | 16.22% | -1.75% |
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FAQ
Which stocks have generated the highest profits for RENEE BRUNNER?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $507,191.98, Schwab U.S. Large-Cap ETF - $276,451.8, NVIDIA Corporation - $273,030.03, Vanguard Core Bond ETF - $262,033.41, and Vanguard Core Tax-Exempt Bond Fund - $215,736.67. 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: Booking Holdings Inc - $62,397.5, Tesla, Inc - $62,380.77, Broadcom Inc - $53,850.15, S&P Global Inc - $46,924.16, and Bank of America Corporation - $27,119.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does RENEE BRUNNER's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.83M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $507,191.98, Vanguard Core Bond ETF - $277,128.55, Vanguard Core Tax-Exempt Bond Fund - $215,736.67, Schwab U.S. Large-Cap ETF - $200,473.74, and Vanguard Mortgage-Backed Securities Fund - $142,040.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are RENEE BRUNNER's monthly returns?
RENEE BRUNNER'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 RENEE BRUNNER's strategy be considered aggressive or moderate?
RENEE BRUNNER'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 RENEE BRUNNER's strategy?
RENEE BRUNNER'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.
