Derek Ripp Portfolio
Invests via Austin Wealth Management, LLC | Managed by Derek Ripp
Invests via Austin Wealth Management, LLC
Managed by Derek Ripp
Automatically Tracked
Derek Ripp Profile
Experienced venture investor and startup operator focused on early-stage software and fintech companies. Derek Ripp brings operational product and GTM expertise to board roles, advising on scaling, go-to-market execution and capital strategy. Prior roles span product leadership and angel investing; active in seed rounds, syndicates and founder coaching. Market-relevant strengths include commercialization, metrics-driven growth and investor relations.
Experienced venture investor and startup operator focused on early-stage software and fintech companies. Derek Ripp brings operational product and GTM expertise to board roles, advising on scaling, go-to-market execution and capital strategy. Prior roles span product leadership and angel investing; active in seed rounds, syndicates and founder coaching. Market-relevant strengths include commercialization, metrics-driven growth and investor relations.
Investment Philosophy & Strategy
Early-stage, operator-first investment approach focused on seed and pre-seed software and fintech founders, prioritizing product-market fit and capital-efficient GTM scaling. Allocates small, concentrated initial checks with systematic follow-on reserves for winners, favoring metrics-driven SaaS economics, network effects and regulatory-resilient fintech models. Emphasizes hands-on board support, commercialization playbooks and rigorous unit-economics discipline, seeking asymmetric outcomes via active underwriting, rapid feedback loops and founder-aligned governance.
Early-stage, operator-first investment approach focused on seed and pre-seed software and fintech founders, prioritizing product-market fit and capital-efficient GTM scaling. Allocates small, concentrated initial checks with systematic follow-on reserves for winners, favoring metrics-driven SaaS economics, network effects and regulatory-resilient fintech models. Emphasizes hands-on board support, commercialization playbooks and rigorous unit-economics discipline, seeking asymmetric outcomes via active underwriting, rapid feedback loops and founder-aligned governance.
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:
54.86%
Gain -0.44%
Monthly
1.26%
Yearly
16.16%
Drawdown
14.55%
$483.52M
Equity
Holdings
$483.52M
Investment
$376.82M
$177.27M
Profit -$2.07M
Realized
$70.57M
Unrealized
$106.7M
Dividends
$32.94M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$2.07M
Win %
78%
This Week
Compared To Last Week
Gain
0.29%
Profit
$1.4M
Win %
78%
This Month
Compared to last month
Gain
-0.43%
Profit
-$2.07M
Win %
78%
This Year
Compared to last year
Gain
3.19%
Profit
$17.77M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$375,195.82 
GOOG Alphabet Inc
+6.88%
+$131,572.16 
GOOGL Alphabet Inc
+6.73%
+$107,249.31 
META Meta Platforms Inc Class A
+3.28%
+$34,599.74 
MSFT Microsoft Corp.
+3.02%
+$27,634.96 
NVDA NVIDIA Corporation
+2.93%
+$52,948.89 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$6,329.28 
CVX Chevron Corporation
+2.35%
+$7,977.8 
CSCO Cisco Systems, Inc.
+2.14%
+$12,516.93 
TPL Texas Pacific Land Corporation
+2.11%
+$16,510.04 
AMAT Applied Materials, Inc.
+1.18%
+$3,044.41 
VUG Vanguard Growth ETF
+1.1%
+$11,540.37 
SPYC Simplify US Equity PLUS Convexity ETF
+1.02%
+$311,435.42 
ADP Automatic Data Processing Inc.
+0.98%
+$2,709.13 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$3,599.12 
SUN Sunoco L.P.
+0.95%
+$10,032.48 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.91%
+$10,968.67 
TSLA Tesla, Inc.
+0.76%
+$6,605.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,113.93 
PNQI Invesco NASDAQ Internet ETF
+0.7%
+$3,292.9 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$24,641.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,695.04 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,923.34 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$32,237.52 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$2,075.01 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,195.6 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$12,324.31 
AVUS Avantis U.S. Equity ETF
+0.57%
+$18,654.48 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$315,501.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,059.94 
ACWI iShares MSCI ACWI ETF
+0.49%
+$9,591.77 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$18,650.98 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$93,713.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$12,829.92 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$6,646.58 
AVGO Broadcom Inc.
+0.37%
+$2,557.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,270.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$28,095.04 
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF
+0.36%
+$1,176.12 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,275.82 
GD General Dynamics Corporation
+0.32%
+$934.52 
JPM JPMorgan Chase & Co.
+0.27%
+$716.28 
VT Vanguard Total World Stock ETF
+0.26%
+$2,817.93 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$38,312.72 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$942.87 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$384.3 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$2,423.3 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$34,710.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$657.3 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$382.59 
FEGE First Eagle Global Equity ETF
+0.08%
+$347.68 
HDV iShares Core High Dividend ETF
+0.04%
+$74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$687.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,189.72 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.02%
+$6,702.12 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$238.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$2,315.39 
LPRO Open Lending Corporation
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$41,331.21 
AAPL Apple Inc.
-7.35%
-$445,332.24 
NVCT Nuvectis Pharma Inc.
-5.45%
-$24,955 
AGI Alamos Gold Inc.
-2.01%
-$5,383.65 
WSM Williams-Sonoma, Inc.
-2%
-$4,329.15 
GLD SPDR Gold Shares
-1.49%
-$34,624.76 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$260,212.54 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$83,010.24 
TJX The TJX Companies, Inc.
-1.21%
-$2,643.83 
NEE NextEra Energy, Inc.
-1.15%
-$3,261.29 
TXN Texas Instruments Inc
-1.08%
-$4,064.95 
HAP VanEck Natural Resources ETF
-1.03%
-$7,180.21 
XOM Exxon Mobil Corporation
-0.97%
-$8,653.68 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.95%
-$6,577.68 
GILD Gilead Sciences Inc.
-0.81%
-$1,983.76 
AVRE Avantis Real Estate ETF
-0.75%
-$39,261.81 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$75,269.09 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,471.03 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$1,880.35 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$3,005.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,595.32 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$159,580.63 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$2,001.16 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,318.68 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$34,438.8 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$76,038.46 
VNQ Vanguard Real Estate ETF
-0.54%
-$8,448.84 
LLY Eli Lilly and Company
-0.53%
-$1,409.9 
DFAR Dimensional US Real Estate ETF
-0.52%
-$5,454.54 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$3,981.36 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$8,044 
AVDE Avantis International Equity ETF
-0.46%
-$1,585.08 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.42%
-$37,363.28 
HD The Home Depot, Inc.
-0.42%
-$1,697.21 
GII SPDR S&P Global Infrastructure ETF
-0.38%
-$765.6 
AXP American Express Company
-0.38%
-$1,454.14 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.32%
-$22,113.42 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$9,183.79 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$685.37 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$20,448.96 
VTV Vanguard Value ETF
-0.27%
-$709.17 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,241.46 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,256.25 
COST Costco Wholesale Corporation
-0.24%
-$1,281.34 
VB Vanguard Small-Cap ETF
-0.22%
-$464.63 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-0.21%
-$12,821.7 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$20,247.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$605.28 
EPD Enterprise Products Partners L.P.
-0.18%
-$518.15 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,455.1 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$9,909.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$15,982.72 
GAA Cambria Global Asset Allocation Fund
-0.13%
-$7,452 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,829.52 
MUB iShares National Muni Bond ETF
-0.11%
-$4,959.36 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$8,166.56 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$2,027.22 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$711.66 
RAAX VanEck Real Assets ETF
-0.08%
-$880.29 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$738.94 
CAOS Alpha Architect Tail Risk ETF
-0.06%
-$510.65 
WTMF WisdomTree Managed Futures Strategy Fund
-0.05%
-$205.36 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$7,298.28 
V Visa Inc. Class A
-0.04%
-$95.19 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$96.27 Events
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Dividends
Dividend Analysis
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| Trades 1412 | Longs Won 1152/1412 81% | Profit Factor 39.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,354.15 |
| Average Win $157,852.25 | Best Trade (Aug 14) $10.64M | Sharpe Ratio -10.83 |
| Average Loss -$17,603.81 | Worst Trade (Mar 30) -$345,802.95 | Z-Score 16.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $125,544.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,162 | $3.45M | $5.61M | - | $2.16M | 62.69% | -7.354% |
| ACWI iShares MSCI ACWI ETF | 12,457 | $1.15M | $1.95M | - | $797,995.3 | 69.35% | +0.495% |
| ADP Automatic Data Processing Inc. | 1,046 | $247,220.02 | $278,717.15 | - | $31,497.13 | 12.74% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,025 | $2.47M | $2.44M | - | -$31,648.21 | -1.28% | -0.256% |
| AGI Alamos Gold Inc. | 9,445 | $252,559.3 | $262,854.35 | - | $10,295.05 | 4.08% | -2.007% |
| AMAT Applied Materials, Inc. | 516 | $373,068 | $261,957.73 | - | -$111,110.27 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 10,399 | $1.85M | $2.82M | - | $977,005.15 | 52.89% | +15.321% |
| AVDE Avantis International Equity ETF | 3,774 | $325,555.92 | $344,226.54 | - | $18,670.62 | 5.73% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 16,088 | $1.26M | $1.68M | - | $427,624.54 | 34.05% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 4,251 | $348,281.3 | $380,507.01 | - | $32,225.71 | 9.25% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 160,147 | $8.45M | $9.97M | - | $1.52M | 17.93% | -0.749% |
| AVGO Broadcom Inc. | 1,776 | $492,977.73 | $691,361.28 | - | $198,383.55 | 40.24% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 165,301 | $9.99M | $13.34M | - | $3.35M | 33.51% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 267,001 | $17.9M | $24.61M | - | $6.71M | 37.48% | +0.141% |
| AVRE Avantis Real Estate ETF | 106,113 | $4.62M | $5.17M | - | $547,348.42 | 11.85% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 25,909 | $2.83M | $3.31M | - | $479,820.54 | 16.98% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,743 | $2.83M | $3.73M | - | $892,821.74 | 31.51% | +0.032% |
| AXP American Express Company | 1,145 | $206,134.58 | $385,006.25 | - | $178,871.67 | 86.77% | -0.376% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 22,911 | $2.1M | $2.1M | - | -$1,509.72 | -0.07% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 11,924 | $1.18M | $1.19M | - | $834.67 | 0.07% | +0.02% |
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FAQ
Which stocks have generated the highest profits for Derek Ripp?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $11.3M, Dimensional US Core Equity Market ETF - $8.43M, Dimensional International Core Equity Market ETF - $5.68M, Dimensional International Core Equity Market ETF - $4.88M, and PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF - $4.41M. 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: GraniteShares 2x Long Coin ETF - $345,802.95, Xometry Inc - $342,360, Streamline Health Solutions Inc - $203,742.01, Grayscale Bitcoin Mini Trust ETF - $178,124.29, and ProShares Ultra Bitcoin ETF - $177,855.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Derek Ripp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.94M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $1.9M, Dimensional National Municipal Bond ETF - $1.9M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.72M, iMGP DBi Managed Futures Strategy ETF - $1.55M, and PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF - $1.34M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Derek Ripp's monthly returns?
Derek Ripp'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 Derek Ripp's strategy be considered aggressive or moderate?
Derek Ripp'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 Derek Ripp's strategy?
Derek Ripp'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.
