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
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.
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.
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:
28.55%
Gain +0.38%
Monthly
1.17%
Yearly
15.07%
Drawdown
10.24%
$136.56M
Equity
Holdings
$136.56M
Investment
$113.18M
$27.79M
Profit +$441,889.44
Realized
$4.41M
Unrealized
$23.38M
Dividends
$4.35M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$441,889.44
Win %
78%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$759,564.47
Win %
78%
This Month
Compared to last month
Gain
0.63%
Profit
$857,357.94
Win %
78%
This Year
Compared to last year
Gain
2.61%
Profit
$3.48M
Win %
78%
BCO Brink's Company
+3.38%
+$30,963.72 
ORCL Oracle Corporation
+2.2%
+$18,299.12 
V Visa Inc. Class A
+2%
+$33,751.24 
PSLV Sprott Physical Silver Trust
+1.97%
+$60,366.68 
ABBV AbbVie Inc.
+1.65%
+$6,622.27 
CAH Cardinal Health Inc.
+1.39%
+$6,464.65 
OAKM Oakmark U.S. Large Cap ETF
+1.34%
+$11,617.83 
LMT Lockheed Martin Corporation
+1.27%
+$4,058.07 
PHYS Sprott Physical Gold Trust
+1.18%
+$86,044.74 
JNJ Johnson & Johnson
+1.13%
+$2,960.64 
WFC Wells Fargo & Company
+1.09%
+$5,682.16 
MSFT Microsoft Corp.
+1.03%
+$19,012.7 
GLD SPDR Gold Shares
+1%
+$59,064.75 
IEV iShares Europe ETF
+0.98%
+$2,691 
DFSV Dimensional US Small Cap Value ETF
+0.86%
+$10,790.33 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.78%
+$3,236.04 
PGEN Precigen Inc.
+0.75%
+$1,112.65 
QLTY GMO U.S. Quality ETF
+0.72%
+$100,785.51 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$14,326.96 
IWM iShares Russell 2000 ETF
+0.66%
+$8,578.8 
DFCF Dimensional Core Fixed Income ETF
+0.57%
+$17,262.19 
JCPB JPMorgan Core Plus Bond ETF
+0.55%
+$44,211.96 
DFIV Dimensional International Value ETF
+0.47%
+$31,315.96 
EFA iShares MSCI EAFE ETF
+0.45%
+$11,203.3 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$3,936.49 
GE General Electric Company
+0.37%
+$1,730.05 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.36%
+$26,247.2 
BRK-A Berkshire Hathaway Inc.
+0.26%
+$4,090 
GOOGL Alphabet Inc
+0.2%
+$740.59 
GOOG Alphabet Inc
+0.14%
+$546.36 
AAPL Apple Inc.
+0.09%
+$9,268.95 
SH ProShares Short S&P500
+0.03%
+$176.55 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.03%
+$2,383.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$924.21 
IVV iShares Core S&P 500 ETF
0%
+$59.63 
SPY SPDR S&P 500 ETF Trust
0%
+$0.01 
DELL Dell Technologies Inc.
-8.1%
-$88,944.66 
GEV GE Vernova Inc.
-2.89%
-$10,047.88 
AVGO Broadcom Inc.
-2.03%
-$5,642.07 
NVDA NVIDIA Corporation
-1.81%
-$16,276 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$9,501.3 
DFEV Dimensional Emerging Markets Value ETF
-1%
-$8,623.7 
XOM Exxon Mobil Corporation
-0.98%
-$4,183.13 
JGRO JPMorgan Active Growth ETF
-0.57%
-$32,741.82 
CVX Chevron Corporation
-0.56%
-$1,676.47 
META Meta Platforms Inc Class A
-0.53%
-$1,564.17 
JPM JPMorgan Chase & Co.
-0.51%
-$5,349.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$7,459.14 
AMZN Amazon.com Inc
-0.29%
-$1,741.96 
MU Micron Technology, Inc.
-0.18%
-$349.44 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.09%
-$3,073.72 Events
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Dividends
Dividend Analysis
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| Trades 269 | Longs Won 208/269 77% | Profit Factor 23.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,157.93 |
| Average Win $139,677.06 | Best Trade (Oct 14) $2.88M | Sharpe Ratio -13.94 |
| Average Loss -$20,695.3 | Worst Trade (Oct 14) -$352,795.78 | Z-Score 14.16 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $103,310.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,389 | $7.61M | $10.43M | - | $2.82M | 37.09% | +0.089% |
| ABBV AbbVie Inc. | 1,412 | $254,233.17 | $406,896.04 | - | $152,662.87 | 60.05% | +1.654% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 47,288 | $3.6M | $3.51M | - | -$87,254.68 | -2.42% | -0.087% |
| AMZN Amazon.com Inc | 2,354 | $515,471.65 | $596,362.36 | - | $80,890.71 | 15.69% | -0.291% |
| AVGO Broadcom Inc. | 802 | $261,731.49 | $272,050.43 | - | $10,318.94 | 3.94% | -2.032% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 93,740 | $5.98M | $7.25M | - | $1.27M | 21.32% | +0.363% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 59,586 | $6.72M | $8.27M | - | $1.56M | 23.2% | +0.029% |
| BCO Brink's Company | 8,975 | $832,611 | $946,862.5 | - | $114,251.5 | 13.72% | +3.381% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.36M | $1.58M | - | $221,420.02 | 16.26% | +0.259% |
| BRK-B Berkshire Hathaway Inc. | 1,911 | $870,710.04 | $1.01M | - | $139,081.3 | 15.97% | +0.391% |
| CAH Cardinal Health Inc. | 1,882 | $224,013.95 | $472,711.35 | - | $248,697.4 | 111.02% | +1.387% |
| CVX Chevron Corporation | 1,352 | $279,895.95 | $298,521.6 | - | $18,625.65 | 6.65% | -0.558% |
| DELL Dell Technologies Inc. | 2,162 | $267,812.17 | $1.01M | - | $741,387.81 | 276.83% | -8.1% |
| DFAS Dimensional U.S. Small Cap ETF | 26,288 | $2.16M | $2.05M | - | -$119,359.16 | -5.51% | +0.705% |
| DFCF Dimensional Core Fixed Income ETF | 75,053 | $3.18M | $3.05M | - | -$132,425.45 | -4.16% | +0.57% |
| DFEV Dimensional Emerging Markets Value ETF | 20,780 | $610,576.42 | $854,577.5 | - | $244,001.08 | 39.96% | -0.999% |
| DFIV Dimensional International Value ETF | 120,446 | $4.92M | $6.74M | - | $1.82M | 36.92% | +0.467% |
| DFSV Dimensional US Small Cap Value ETF | 33,201 | $1.03M | $1.26M | - | $231,377.39 | 22.39% | +0.86% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 808 | $343,804 | $419,865.08 | - | $76,061.08 | 22.12% | +0.777% |
| EFA iShares MSCI EAFE ETF | 24,355 | $1.84M | $2.51M | - | $671,263.75 | 36.43% | +0.448% |
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FAQ
Which stocks have generated the highest profits for Sarah Byrd?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $1.4M, JPMorgan Active Growth ETF - $1.29M, JPMorgan Core Plus Bond ETF - $839,356.36, JPMorgan Betabuilders U.S. Equity Fund - $622,087.88, and Sprott Physical Silver Trust - $599,295.42. 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: Dell Technologies Inc - $38,409.98, Merck & Co., Inc - $27,522.1, Boeing Company - $19,610.48, Meta Platforms Inc Class A - $476.04, and Amazon.com Inc - $0. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Byrd's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.35M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.37M, JPMorgan Core Plus Bond ETF - $804,652.3, JPMorgan BetaBuilders International Equity Fund - $347,690.02, JPMorgan Income ETF - $326,745.05, and Dimensional International Value ETF - $272,524.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Byrd's monthly returns?
Sarah Byrd'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 Sarah Byrd's strategy be considered aggressive or moderate?
Sarah Byrd'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 Sarah Byrd's strategy?
Sarah Byrd'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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