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:
55.8%
Gain +0.13%
Monthly
1.18%
Yearly
15.05%
Drawdown
14.55%
$478.2M
Equity
Holdings
$478.2M
Investment
$376.82M
$172.13M
Profit +$564,627.54
Realized
$70.75M
Unrealized
$101.38M
Dividends
$34.6M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$564,627.54
Win %
75%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.23M
Win %
75%
This Month
Compared to last month
Gain
0.87%
Profit
$4.13M
Win %
75%
This Year
Compared to last year
Gain
2.05%
Profit
$12.43M
Win %
77%
AGI Alamos Gold Inc.
+4.48%
+$12,939.65 
GLDM SPDR Gold MiniShares Trust
+1.8%
+$319,252.36 
CVX Chevron Corporation
+1.57%
+$6,062.76 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.56%
+$11,944.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$4,552.22 
VB Vanguard Small-Cap ETF
+1.46%
+$2,921.59 
IWS iShares Russell Mid-Cap Value ETF
+1.4%
+$3,031.4 
XOM Exxon Mobil Corporation
+1.36%
+$13,404.78 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.34%
+$11,149.34 
DFSV Dimensional US Small Cap Value ETF
+1.32%
+$5,663 
AAPL Apple Inc.
+1.26%
+$78,187.41 
JPM JPMorgan Chase & Co.
+1.15%
+$2,933.7 
GWX SPDR S&P International Small Cap ETF
+1.14%
+$3,306.84 
SPD Simplify US Equity PLUS Downside Convexity ETF
+1.06%
+$23,173.92 
TSLA Tesla, Inc.
+1.04%
+$10,552.23 
AVDV Avantis International Small Cap Value ETF
+1%
+$17,294.6 
ADP Automatic Data Processing Inc.
+0.98%
+$2,923.58 
AXP American Express Company
+0.89%
+$3,206 
AVIV Avantis International Large Cap Value ETF
+0.88%
+$115,710.7 
GD General Dynamics Corporation
+0.86%
+$2,221.4 
MUB iShares National Muni Bond ETF
+0.82%
+$34,302.24 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.81%
+$47,070.98 
AVLV Avantis U.S. Large Cap Value ETF
+0.8%
+$197,580.74 
DFAI Dimensional International Core Equity Market ETF
+0.8%
+$195,041.55 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.8%
+$2,450.4 
TJX The TJX Companies, Inc.
+0.79%
+$1,569.78 
DFLV Dimensional US Large Cap Value ETF
+0.76%
+$3,042.36 
DFSU Dimensional US Sustainability Core 1 ETF
+0.76%
+$3,351.59 
EFA iShares MSCI EAFE ETF
+0.75%
+$1,558.44 
V Visa Inc. Class A
+0.74%
+$2,006 
GAA Cambria Global Asset Allocation Fund
+0.74%
+$43,056 
LLY Eli Lilly and Company
+0.73%
+$2,112.55 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.72%
+$83,354.04 
JNJ Johnson & Johnson
+0.7%
+$3,148.83 
AVDE Avantis International Equity ETF
+0.69%
+$2,339.88 
WSM Williams-Sonoma, Inc.
+0.68%
+$1,579.3 
RDDT Reddit Inc Class A
+0.67%
+$1,183.42 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.66%
+$9,039.16 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$37,569.6 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.64%
+$55,833.83 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.63%
+$4,250.19 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$2,240.24 
MSFT Microsoft Corp.
+0.62%
+$6,817.44 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.62%
+$180,063.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.62%
+$2,374.46 
FEGE First Eagle Global Equity ETF
+0.61%
+$2,781.44 
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF
+0.6%
+$1,894.86 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$40,897.92 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,678.94 
DFNM Dimensional National Municipal Bond ETF
+0.56%
+$94,877.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.53%
+$1,784.64 
COST Costco Wholesale Corporation
+0.49%
+$2,708.83 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$3,928.77 
WTMF WisdomTree Managed Futures Strategy Fund
+0.47%
+$2,053.4 
PRF Invesco FTSE RAFI US 1000 ETF
+0.46%
+$6,300.58 
SPYC Simplify US Equity PLUS Convexity ETF
+0.44%
+$137,357.98 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.44%
+$29,484.56 
GII SPDR S&P Global Infrastructure ETF
+0.43%
+$823.94 
AVUV Avantis U.S. Small Cap Value ETF
+0.43%
+$15,436.62 
PNQI Invesco NASDAQ Internet ETF
+0.41%
+$2,105.52 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.41%
+$25,721.52 
VTV Vanguard Value ETF
+0.37%
+$985.64 
EPD Enterprise Products Partners L.P.
+0.36%
+$962.26 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.34%
+$1,533.7 
ACWI iShares MSCI ACWI ETF
+0.3%
+$5,979.36 
IWV ISHARES RUSSELL 3000 ETF
+0.25%
+$539 
PAVE Global X U.S. Infrastructure Development ETF
+0.25%
+$9,325.42 
AVRE Avantis Real Estate ETF
+0.24%
+$11,672.43 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.21%
+$11,513.4 
VNQ Vanguard Real Estate ETF
+0.2%
+$2,816.28 
AVUS Avantis U.S. Equity ETF
+0.19%
+$6,477.25 
DFAR Dimensional US Real Estate ETF
+0.19%
+$1,796.1 
VT Vanguard Total World Stock ETF
+0.18%
+$1,993.17 
DFAU Dimensional US Core Equity Market ETF
+0.17%
+$101,411.19 
HDV iShares Core High Dividend ETF
+0.17%
+$370 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$13,169.55 
NEE NextEra Energy, Inc.
+0.17%
+$419.77 
HD The Home Depot, Inc.
+0.16%
+$610.51 
META Meta Platforms Inc Class A
+0.13%
+$1,839.64 
IVV iShares Core S&P 500 ETF
+0.12%
+$825.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$2,278.12 
VOO Vanguard S&P 500 ETF
+0.09%
+$817.71 
DFIP Dimensional Inflation-Protected Securities ETF
+0.05%
+$3,629.58 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$476.96 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.03%
+$306.66 
CSCO Cisco Systems, Inc.
+0.03%
+$154.53 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$575.07 
AMZN Amazon.com Inc
+0.01%
+$260.08 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.01%
+$192.59 
FDN First Trust Dow Jones Internet Index Fund
+0.01%
+$18.24 
SCHP Schwab U.S. TIPS ETF
0%
+$18.3 
LPRO Open Lending Corporation
0%
$0 
SUN Sunoco L.P.
-2.41%
-$24,941.86 
TPL Texas Pacific Land Corporation
-2.27%
-$15,955.14 
NVCT Nuvectis Pharma Inc.
-2.01%
-$7,647.5 
AVGO Broadcom Inc.
-1.98%
-$12,094.54 
AMAT Applied Materials, Inc.
-1.8%
-$3,993.85 
TXN Texas Instruments Inc
-1.57%
-$5,908.94 
CTA Simplify Managed Futures Strategy ETF
-1.21%
-$21,752.64 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-1.09%
-$70,061.23 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$24,056.1 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.72%
-$2,577.57 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$2,635.61 
DFAE Dimensional Emerging Core Equity Market ETF
-0.63%
-$132,301.2 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.58%
-$1,229.76 
NVDA NVIDIA Corporation
-0.43%
-$8,623.89 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$16,004.65 
GLD SPDR Gold Shares
-0.36%
-$8,502.18 
GILD Gilead Sciences Inc.
-0.34%
-$982.62 
PFFD Global X U.S. Preferred ETF
-0.29%
-$2,322.95 
AVES Avantis Emerging Markets Value ETF
-0.26%
-$27,224.99 
GOOGL Alphabet Inc
-0.17%
-$2,816.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$3,003 
RAAX VanEck Real Assets ETF
-0.11%
-$1,320.43 
CAOS Alpha Architect Tail Risk ETF
-0.11%
-$1,021.3 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$10,988.12 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.09%
-$14,367.27 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$326.68 
GOOG Alphabet Inc
-0.07%
-$1,432 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.07%
-$6,833.62 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.07%
-$336.94 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.07%
-$257.08 
HAP VanEck Natural Resources ETF
-0.04%
-$291.09 
DBND DoubleLine Opportunistic Bond ETF
-0.03%
-$983.99 
VUG Vanguard Growth ETF
-0.03%
-$372.27 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$99.01 Events
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Dividends
Dividend Analysis
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| Trades 1412 | Longs Won 1136/1412 80% | Profit Factor 30.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $531,853.21 |
| Average Win $156,616.41 | Best Trade (Oct 16) $9.96M | Sharpe Ratio -10.86 |
| Average Loss -$20,966.51 | Worst Trade (Mar 30) -$345,802.95 | Z-Score 15.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $121,904.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,162 | $3.45M | $6.29M | - | $2.84M | 82.38% | +1.259% |
| ACWI iShares MSCI ACWI ETF | 12,457 | $1.15M | $1.98M | - | $832,875.02 | 72.38% | +0.302% |
| ADP Automatic Data Processing Inc. | 1,046 | $247,220.02 | $301,713.47 | - | $54,493.45 | 22.04% | +0.978% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,025 | $2.47M | $2.38M | - | -$83,700.21 | -3.39% | -0.126% |
| AGI Alamos Gold Inc. | 9,445 | $252,559.3 | $302,051.1 | - | $49,491.8 | 19.6% | +4.476% |
| AMAT Applied Materials, Inc. | 516 | $373,068 | $217,891.32 | - | -$155,176.68 | -41.59% | -1.8% |
| AMZN Amazon.com Inc | 10,399 | $1.85M | $2.65M | - | $802,354.04 | 43.44% | +0.01% |
| AVDE Avantis International Equity ETF | 3,774 | $325,555.92 | $339,244.86 | - | $13,688.94 | 4.2% | +0.695% |
| AVDV Avantis International Small Cap Value ETF | 16,088 | $1.26M | $1.74M | - | $487,874.1 | 38.85% | +1.002% |
| AVEM Avantis Emerging Markets Equity ETF | 4,251 | $348,281.3 | $384,290.4 | - | $36,009.1 | 10.34% | -0.681% |
| AVES Avantis Emerging Markets Value ETF | 160,147 | $8.45M | $10.28M | - | $1.83M | 21.61% | -0.264% |
| AVGO Broadcom Inc. | 1,776 | $492,977.73 | $599,435.52 | - | $106,457.79 | 21.59% | -1.978% |
| AVIV Avantis International Large Cap Value ETF | 165,301 | $9.99M | $13.31M | - | $3.32M | 33.23% | +0.877% |
| AVLV Avantis U.S. Large Cap Value ETF | 267,001 | $17.9M | $24.93M | - | $7.03M | 39.3% | +0.799% |
| AVRE Avantis Real Estate ETF | 106,113 | $4.62M | $4.77M | - | $152,608.06 | 3.3% | +0.245% |
| AVUS Avantis U.S. Equity ETF | 25,909 | $2.83M | $3.37M | - | $542,520.32 | 19.2% | +0.193% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,743 | $2.83M | $3.6M | - | $764,302.24 | 26.97% | +0.431% |
| AXP American Express Company | 1,145 | $206,134.58 | $362,587.15 | - | $156,452.57 | 75.9% | +0.892% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 22,911 | $2.1M | $2.1M | - | -$4,371.3 | -0.21% | +0.027% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 11,924 | $1.18M | $1.18M | - | -$1,669.37 | -0.14% | +0.04% |
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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 - $11.32M, Dimensional US Core Equity Market ETF - $8.57M, Dimensional International Core Equity Market ETF - $5.71M, Dimensional International Core Equity Market ETF - $4.99M, 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, ProShares Ultra Bitcoin ETF - $177,855.71, and Schlumberger Limited - $142,850.5. 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 $34.6M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $1.99M, Dimensional National Municipal Bond ETF - $1.99M, 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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