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:
2.27%
Gain
Monthly
0.07%
Yearly
0.89%
Drawdown
46.2%
$80.68M
Equity
Holdings
$80.68M
Investment
$64.88M
$16.22M
Profit -$278,005.46
Realized
$412,055.72
Unrealized
$15.8M
Dividends
$1.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$278,005.46
Win %
79%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$110,371.31
Win %
79%
This Month
Compared to last month
Gain
0.82%
Profit
$653,944.23
Win %
79%
This Year
Compared to last year
Gain
11.67%
Profit
$8.38M
Win %
76%
COR Cencora, Inc.
+3.11%
+$11,684.62 
ABBV AbbVie Inc.
+3.03%
+$8,537.97 
MCD McDonald's Corporation
+2.5%
+$6,312.74 
WELL Welltower Inc.
+2.42%
+$6,559.65 
TJX The TJX Companies, Inc.
+2.42%
+$5,222.99 
COST Costco Wholesale Corporation
+2.41%
+$17,175.58 
WMT Walmart Inc.
+2.39%
+$11,448.64 
SPGI S&P Global Inc.
+2.34%
+$5,116.22 
MA Mastercard Incorporated
+2.34%
+$5,108.15 
MSFT Microsoft Corp.
+2.09%
+$34,452.86 
V Visa Inc. Class A
+1.84%
+$13,799.4 
AAPL Apple Inc.
+1.65%
+$43,950.6 
PG Procter & Gamble Co
+1.59%
+$4,027.88 
UBER Uber Technologies, Inc.
+1.37%
+$3,633.74 
LLY Eli Lilly and Company
+1.24%
+$8,576.44 
CVX Chevron Corporation
+1.06%
+$2,974.08 
PH Parker-Hannifin Corporation
+1.06%
+$3,375.12 
AMZN Amazon.com Inc
+0.61%
+$8,644.41 
LIN Linde plc
+0.35%
+$1,351.5 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$1,564.08 
SHEL Shell plc
+0.34%
+$713.69 
GD General Dynamics Corporation
+0.33%
+$950.06 
GOOG Alphabet Inc
+0.29%
+$4,695.62 
DFVX Dimensional US Large Cap Vector ETF
+0.27%
+$18,275.46 
GOOGL Alphabet Inc
+0.27%
+$2,617.86 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$484.44 
GE General Electric Company
-5.88%
-$24,597.81 
AMD Advanced Micro Devices, Inc.
-5.82%
-$28,133.38 
MU Micron Technology, Inc.
-5.6%
-$18,543.39 
ETN Eaton Corporation plc
-4.29%
-$13,200.47 
ORCL Oracle Corporation
-4.27%
-$13,334.96 
AVGO Broadcom Inc.
-4.1%
-$39,074.7 
GEV GE Vernova Inc.
-3.16%
-$12,994.79 
ANET Arista Networks, Inc.
-2.54%
-$11,576.25 
NVDA NVIDIA Corporation
-2.41%
-$88,698.88 
APH Amphenol Corporation
-2%
-$5,460.46 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.7%
-$24,267.85 
META Meta Platforms Inc Class A
-1.7%
-$20,282.23 
RTX RTX Corporation
-1.51%
-$3,610.81 
CRWD CrowdStrike Holdings, Inc.
-1.4%
-$6,912.88 
VONG Vanguard Russell 1000 Growth Fund
-1.36%
-$6,473.66 
TSLA Tesla, Inc.
-1.34%
-$9,231.05 
SCHE Schwab Emerging Markets Equity ETF
-1.21%
-$2,651 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$114,753.1 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$1,597.28 
JPM JPMorgan Chase & Co.
-0.46%
-$4,332.48 
BLK BlackRock, Inc.
-0.43%
-$1,522.63 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$2,312.96 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$577.68 
VOO Vanguard S&P 500 ETF
-0.27%
-$1,498.59 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$33,771.08 
NEE NextEra Energy, Inc.
-0.16%
-$480.1 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.13%
-$17,384.1 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$226.8 
VCRB Vanguard Core Bond ETF
-0.05%
-$1,464.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$65 Events
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Dividends
Dividend Analysis
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| Trades 302 | Longs Won 219/302 72% | Profit Factor 27.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $187,170.47 |
| Average Win $76,890.32 | Best Trade (Jul 15) $1.83M | Sharpe Ratio -16.42 |
| Average Loss -$7,506.35 | Worst Trade (Jul 16) -$113,098.44 | Z-Score 11.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $53,695.21 |
| 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 | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
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Returns
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