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: 7 hours ago

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:

22.03%

Gain -0.73%

Monthly

1.17%

Yearly

15.03%

Drawdown

8.73%

$136.13M

Equity

Holdings

$136.13M

Investment

$111.47M

$27.19M

Profit -$1.12M

Realized

$2.53M

Unrealized

$24.66M

Dividends

$3.35M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.73%

Profit

-$1.12M

Win %

78%

This Week

Compared To Last Week

Gain

-0.75%

Profit

-$1.03M

Win %

78%

This Month

Compared to last month

Gain

-0.75%

Profit

-$1.03M

Win %

78%

This Year

Compared to last year

Gain

2.89%

Profit

$3.93M

Win %

79%

Gainers
Losers

META Meta Platforms Inc Class A

+4.24%

+$10,266.75

XOM Exxon Mobil Corporation

+2.06%

+$7,737.18

CVX Chevron Corporation

+1.17%

+$2,978.8

BRK-A Berkshire Hathaway Inc.

+0.91%

+$12,800.16

BRK-B Berkshire Hathaway Inc.

+0.89%

+$8,070.57

ABBV AbbVie Inc.

+0.81%

+$2,476.3

CAH Cardinal Health Inc.

+0.5%

+$1,839.46

JNJ Johnson & Johnson

+0.31%

+$724.5

SGOV iShares 0-3 Month Treasury Bond ETF

+0.01%

+$1,913.18

JPM JPMorgan Chase & Co.

ORCL Oracle Corporation

-5.76%

-$94,096.64

NVDA NVIDIA Corporation

-3.55%

-$32,115.6

DELL Dell Technologies Inc.

-3.24%

-$30,711

MSFT Microsoft Corp.

-3.11%

-$47,594.68

PSLV Sprott Physical Silver Trust

-2.68%

-$100,291.84

AMZN Amazon.com Inc

-2.53%

-$15,249

BCO Brink's Company

-2.05%

-$18,937.25

AAPL Apple Inc.

-1.57%

-$150,131.54

SPEM SPDR Portfolio Emerging Markets ETF

-1.39%

-$23,040.64

IWM iShares Russell 2000 ETF

-1.37%

-$18,531.13

IEMG iShares Core MSCI Emerging Markets ETF

-1.34%

-$12,852.4

OAKM Oakmark U.S. Large Cap ETF

-1.31%

-$7,597.95

PGEN Precigen Inc.

-1.29%

-$1,011.5

IEV iShares Europe ETF

-1.28%

-$3,666

V Visa Inc. Class A

-1.16%

-$15,838.72

DIA SPDR Dow Jones Industrial Average ETF Trust

-1.15%

-$4,767.2

DFEV Dimensional Emerging Markets Value ETF

-1.11%

-$9,206.61

PHYS Sprott Physical Gold Trust

-1.1%

-$87,639.37

GEV GE Vernova Inc.

-1.05%

-$3,763.8

GLD SPDR Gold Shares

-0.99%

-$64,638.36

WFC Wells Fargo & Company

-0.94%

-$4,677

GE General Electric Company

-0.87%

-$4,182.75

JGRO JPMorgan Active Growth ETF

-0.86%

-$67,768.86

DFSV Dimensional US Small Cap Value ETF

-0.85%

-$27,307.47

EFA iShares MSCI EAFE ETF

-0.84%

-$21,551.52

GOOGL Alphabet Inc

-0.79%

-$3,025.88

BBUS JPMorgan Betabuilders U.S. Equity Fund

-0.79%

-$86,839.56

GOOG Alphabet Inc

-0.76%

-$2,986.42

SPY SPDR S&P 500 ETF Trust

-0.73%

-$2,060.88

IVV iShares Core S&P 500 ETF

-0.71%

-$41,808.48

DFIV Dimensional International Value ETF

-0.71%

-$44,965.22

BBIN JPMorgan BetaBuilders International Equity Fund

-0.56%

-$40,164.96

AVGO Broadcom Inc.

-0.49%

-$1,879.02

QLTY GMO U.S. Quality ETF

-0.46%

-$60,064.51

JCPB JPMorgan Core Plus Bond ETF

-0.18%

-$14,165.93

LMT Lockheed Martin Corporation

-0.18%

-$569.16

DFCF Dimensional Core Fixed Income ETF

-0.18%

-$5,538.6

Events

Dividends

Dividend Analysis

No Data

Trades 226	Longs Won 171/226 75%	Profit Factor 88.38
Profitability	Shorts Won 0/0 0%	Standard Deviation $393,111.71
Average Win $160,824.05	Best Trade (May 15) $3.4M	Sharpe Ratio -17.02
Average Loss -$5,657.8	Worst Trade (May 19) -$125,535.84	Z-Score 10.02 (100%)
Commissions $0	Avg. Trade Length 8m 3w	Expectancy $120,308.56

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	23,810	21,429	19,048	16,667	14,286	11,905	9,524	7,143	4,762	2,381