Sarah Byrd Portfolio

Invests via Alpha Advisors LLC/VA | Managed by Sarah Byrd

Invests via Alpha Advisors LLC/VA

Managed by Sarah Byrd

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 04:45 PM

Experienced growth-stage investor and operator focused on consumer technology and marketplace businesses, with a track record of scaling product and GTM teams and advising CEOs.
Sarah Byrd brings experience across venture investing, portfolio company board seats, and operator roles in high-growth startups, specializing in go-to-market strategy, unit economics, and fundraising. Market-facing strengths include sourcing seed-to-Series B opportunities and structuring founder-friendly financings.

Investment Philosophy & Strategy

Operator-led, growth-stage orientation prioritizes founders with clear product-market fit and defensible unit economics. Focuses on consumer technology and marketplace models, deploying seed-to-Series B capital to accelerate GTM, funnel optimization, and unit-econ improvements. Investment decisions favor founder-friendly structures, concentrated conviction bets, and staged capital with operational milestones. Active value-add includes scaling product and go-to-market teams, board-level governance, and fundraising craft. Time horizon is growth-biased with risk-managed follow-on reserves and emphasis on durable monetization and CAC payback.

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:

2.36%

Gain

Monthly

0.13%

Yearly

1.52%

Drawdown

20.56%

$133.82M

Equity

Holdings

$133.82M

Investment

$111.47M

$24.88M

Profit -$349,233.36

Realized

$2.53M

Unrealized

$22.35M

Dividends

$3.9M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$349,233.36

Win %

82%

This Week

Compared To Last Week

Gain

-0.34%

Profit

-$460,683.86

Win %

82%

This Month

Compared to last month

Gain

0.59%

Profit

$786,236.34

Win %

82%

This Year

Compared to last year

Gain

5.63%

Profit

$7.13M

Win %

82%

Gainers
Losers

ORCL Oracle Corporation

+2.69%

+$22,287.81

GE General Electric Company

+2.48%

+$13,050.18

GEV GE Vernova Inc.

+1.94%

+$7,416.9

XOM Exxon Mobil Corporation

+1.44%

+$5,254.26

CVX Chevron Corporation

+1.18%

+$2,938.18

ABBV AbbVie Inc.

+1.09%

+$3,922.58

PHYS Sprott Physical Gold Trust

+1.08%

+$75,954.12

GLD SPDR Gold Shares

+0.98%

+$56,815.38

JNJ Johnson & Johnson

+0.97%

+$2,520.22

DELL Dell Technologies Inc.

+0.9%

+$7,677.75

BCO Brink's Company

+0.59%

+$6,237.62

PSLV Sprott Physical Silver Trust

+0.59%

+$16,454.13

CAH Cardinal Health Inc.

+0.57%

+$2,454.18

LMT Lockheed Martin Corporation

+0.56%

+$1,744.2

PGEN Precigen Inc.

+0.52%

+$515.87

BRK-B Berkshire Hathaway Inc.

+0.38%

+$3,594.37

BRK-A Berkshire Hathaway Inc.

+0.18%

+$2,612.4

JPM JPMorgan Chase & Co.

+0.07%

+$780.22

DFCF Dimensional Core Fixed Income ETF

+0.04%

+$1,107.72

JCPB JPMorgan Core Plus Bond ETF

+0.03%

+$2,499.87

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$4,782.95

WFC Wells Fargo & Company

+0.02%

+$93.54

META Meta Platforms Inc Class A

-2.94%

-$7,925.86

GOOG Alphabet Inc

-2.2%

-$8,562.54

GOOGL Alphabet Inc

-2.18%

-$8,178.35

MSFT Microsoft Corp.

-1.86%

-$25,844.08

V Visa Inc. Class A

-1.74%

-$27,330.4

SPEM SPDR Portfolio Emerging Markets ETF

-1.67%

-$26,465.6

QLTY GMO U.S. Quality ETF

-1.21%

-$159,645.14

NVDA NVIDIA Corporation

-1.02%

-$8,556.05

IEMG iShares Core MSCI Emerging Markets ETF

-0.92%

-$7,990.84

OAKM Oakmark U.S. Large Cap ETF

-0.88%

-$5,339.1

DFSV Dimensional US Small Cap Value ETF

-0.87%

-$28,987.94

DFEV Dimensional Emerging Markets Value ETF

-0.84%

-$6,388.26

BBUS JPMorgan Betabuilders U.S. Equity Fund

-0.82%

-$88,849.74

IVV iShares Core S&P 500 ETF

-0.61%

-$35,461.4

SPY SPDR S&P 500 ETF Trust

-0.58%

-$1,626.65

BBIN JPMorgan BetaBuilders International Equity Fund

-0.57%

-$40,621.38

JGRO JPMorgan Active Growth ETF

-0.5%

-$37,036.47

AMZN Amazon.com Inc

-0.44%

-$2,557.14

EFA iShares MSCI EAFE ETF

-0.43%

-$10,958.4

IWM iShares Russell 2000 ETF

-0.39%

-$5,367.32

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.34%

-$1,430.16

AAPL Apple Inc.

-0.31%

-$31,303.03

DFIV Dimensional International Value ETF

-0.18%

-$11,383.6

IEV iShares Europe ETF

-0.11%

-$312

AVGO Broadcom Inc.

-0.09%

-$256.96

Events

Dividends

Dividend Analysis

No Data

Trades 226	Longs Won 176/226 77%	Profit Factor 34.3
Profitability	Shorts Won 0/0 0%	Standard Deviation $357,784.8
Average Win $145,612.69	Best Trade (Jul 17) $2.46M	Sharpe Ratio -15.17
Average Loss -$14,944.2	Worst Trade (Jul 17) -$236,720.22	Z-Score 12.33 (100%)
Commissions $0	Avg. Trade Length 9m 2w 6d	Expectancy $110,091.25

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	8,929	8,036	7,143	6,250	5,357	4,464	3,571	2,679	1,786	893