Stephanie Ternes Portfolio
Invests via Wealth Forward, LLC | Managed by Stephanie Ternes, Ryan Berg
Invests via Wealth Forward, LLC
Managed by Stephanie Ternes, Ryan Berg
Automatically Tracked
Stephanie Ternes Profile
Growth-oriented investor and operating executive with experience in healthcare and enterprise software, focused on scaling commercial models and board governance. Stephanie Ternes brings a background blending strategy, corporate development and investor relations, advising growth-stage companies on capital formation, go-to-market execution and M&A positioning for private and public market outcomes.
Growth-oriented investor and operating executive with experience in healthcare and enterprise software, focused on scaling commercial models and board governance. Stephanie Ternes brings a background blending strategy, corporate development and investor relations, advising growth-stage companies on capital formation, go-to-market execution and M&A positioning for private and public market outcomes.
Investment Philosophy & Strategy
Operates as a growth-oriented, operator-investor who prioritizes commercial scalability and durable go-to-market advantages in healthcare and enterprise software. Prefers minority and growth equity positions that pair capital with active board-level governance and commercialization support. Underwrites opportunities on market size, predictable unit economics, and repeatable sales motion, emphasizing capital-efficient GTM and M&A optionality. Time horizon is medium-to-long; risk discipline centers on validated demand, management alignment, and clear exit pathways via strategic sale or public markets.
Operates as a growth-oriented, operator-investor who prioritizes commercial scalability and durable go-to-market advantages in healthcare and enterprise software. Prefers minority and growth equity positions that pair capital with active board-level governance and commercialization support. Underwrites opportunities on market size, predictable unit economics, and repeatable sales motion, emphasizing capital-efficient GTM and M&A optionality. Time horizon is medium-to-long; risk discipline centers on validated demand, management alignment, and clear exit pathways via strategic sale or public markets.
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:
39.11%
Gain -0.01%
Monthly
0.99%
Yearly
12.55%
Drawdown
15.57%
$202.14M
Equity
Holdings
$202.14M
Investment
$160.13M
$45.61M
Profit -$1,434.46
Realized
$3.59M
Unrealized
$42.02M
Dividends
$9.24M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$1,434.46
Win %
73%
This Week
Compared To Last Week
Gain
0.04%
Profit
$77,071.13
Win %
73%
This Month
Compared to last month
Gain
1.24%
Profit
$2.47M
Win %
73%
This Year
Compared to last year
Gain
0.68%
Profit
$1.37M
Win %
75%
USB U.S. Bancorp
+2.51%
+$48,214.08 
GE General Electric Company
+1.68%
+$2,902.96 
OTTR Otter Tail Corporation
+1.27%
+$4,831.32 
AAPL Apple Inc.
+0.96%
+$43,863.6 
IYG iShares U.S. Financial Services ETF
+0.84%
+$2,468.7 
FNDF Schwab Fundamental International Large Company Index ETF
+0.83%
+$3,323.26 
KRE SPDR S&P Regional Banking ETF
+0.81%
+$3,061.74 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$10,030 
ALRS Alerus Financial Corporation
+0.65%
+$10,055.8 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$1,752.12 
BKIE BNY Mellon International Equity ETF
+0.54%
+$38,378.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$87,863.16 
ILCB iShares Morningstar U.S. Equity ETF
+0.28%
+$30,240.6 
NVDA NVIDIA Corporation
+0.25%
+$1,574.1 
TIP iShares TIPS Bond ETF
+0.25%
+$24,353.16 
GEV GE Vernova Inc.
+0.21%
+$356.96 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$1,250.12 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$24,776.16 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$630.07 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$565.3 
BKAG BNY Mellon Core Bond ETF
+0.07%
+$6,361.02 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$176.47 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$7,301.73 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.02%
+$58.99 
IGV iShares Expanded Tech-Software Sector ETF
-4.26%
-$15,980.74 
THNQ Robo Global Artificial Intelligence ETF
-3.38%
-$9,703.23 
DKNG DraftKings Inc.
-2.51%
-$5,322.39 
META Meta Platforms Inc Class A
-2.17%
-$8,218.84 
MSFT Microsoft Corp.
-1.59%
-$28,573.28 
GOOG Alphabet Inc
-1.24%
-$4,617.84 
UNH UnitedHealth Group Incorporated
-1.19%
-$4,950.76 
EEM iShares MSCI Emerging Markets ETF
-1.04%
-$4,887.75 
TSLA Tesla, Inc.
-0.9%
-$2,439.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$2,184.4 
OEF iShares S&P 100 ETF
-0.41%
-$95,227.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$1,512.81 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.4%
-$20,981.03 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.39%
-$29,439.3 
VOO Vanguard S&P 500 ETF
-0.37%
-$3,736.19 
AMZN Amazon.com Inc
-0.35%
-$1,215.89 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$60,384.1 
TGT Target Corporation
-0.15%
-$830.16 
AOA iShares Core Aggressive Allocation ETF
-0.09%
-$3,153.78 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$4,686.3 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.08%
-$176.54 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.07%
-$431.73 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.07%
-$3,906.59 
RSP Invesco S&P 500 Equal Weight ETF
-0.06%
-$11,897.88 
AOK iShares Core Conservative Allocation ETF
-0.04%
-$227.96 Events
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Dividends
Dividend Analysis
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| Trades 289 | Longs Won 231/289 79% | Profit Factor 22.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $739,227.19 |
| Average Win $206,574.31 | Best Trade (Oct 15) $7.28M | Sharpe Ratio -13.89 |
| Average Loss -$36,405.78 | Worst Trade (Oct 15) -$509,857.75 | Z-Score 11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $157,810.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,556 | 5,000 | 4,444 | 3,889 | 3,333 | 2,778 | 2,222 | 1,667 | 1,111 | 556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,292 | $2.64M | $4.59M | - | $1.95M | 73.8% | +0.965% |
| ALRS Alerus Financial Corporation | 50,279 | $1.13M | $1.55M | - | $428,376.91 | 38.05% | +0.651% |
| AMZN Amazon.com Inc | 1,351 | $300,566.24 | $342,964.86 | - | $42,398.62 | 14.11% | -0.353% |
| AOA iShares Core Aggressive Allocation ETF | 35,042 | $2.76M | $3.41M | - | $651,283.28 | 23.59% | -0.092% |
| AOK iShares Core Conservative Allocation ETF | 15,197 | $551,533.32 | $616,466.3 | - | $64,932.98 | 11.77% | -0.037% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 12,335 | $533,785.9 | $602,133.02 | - | $68,347.12 | 12.8% | -0.072% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 86,813 | $4.67M | $5.96M | - | $1.29M | 27.54% | -0.066% |
| BKAG BNY Mellon Core Bond ETF | 212,034 | $9.03M | $8.56M | - | -$470,888.29 | -5.22% | +0.074% |
| BKIE BNY Mellon International Equity ETF | 213,216 | $6.38M | $7.14M | - | $760,710.7 | 11.92% | +0.54% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 107,595 | $4.04M | $5.29M | - | $1.25M | 30.87% | -0.395% |
| BRK-B Berkshire Hathaway Inc. | 2,360 | $889,167.16 | $1.25M | - | $361,467.64 | 40.65% | +0.808% |
| BSV Vanguard Short-Term Bond ETF | 9,001 | $697,621.18 | $689,746.63 | - | -$7,874.55 | -1.13% | +0.091% |
| DKNG DraftKings Inc. | 10,974 | $368,073.48 | $206,585.55 | - | -$161,487.93 | -43.87% | -2.512% |
| EEM iShares MSCI Emerging Markets ETF | 7,350 | $305,757.02 | $465,218.25 | - | $159,461.23 | 52.15% | -1.04% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 603,841 | $16.95M | $21.45M | - | $4.51M | 26.61% | -0.281% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 178,420 | $5.04M | $7.59M | - | $2.54M | 50.46% | -0.387% |
| FNDF Schwab Fundamental International Large Company Index ETF | 7,468 | $318,576.78 | $404,578.9 | - | $86,002.12 | 27% | +0.828% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 619,404 | $13.84M | $20.2M | - | $6.36M | 45.96% | +0.123% |
| GE General Electric Company | 554 | $207,046 | $175,750.96 | - | -$31,295.04 | -15.12% | +1.679% |
| GEV GE Vernova Inc. | 184 | $216,174 | $170,821.92 | - | -$45,352.08 | -20.98% | +0.209% |
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FAQ
Which stocks have generated the highest profits for Stephanie Ternes?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.55M, Invesco S&P 500 Equal Weight ETF - $1.67M, iShares TIPS Bond ETF - $1.04M, iShares iBoxx $ High Yield Corporate Bond ETF - $766,928.24, and Schwab Fundamental U.S. Small Company ETF - $703,366.2. 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: Korro Bio Inc - $199,758.91, Exxon Mobil Corporation - $40,429.75, Markel Group Inc - $125.18, and Amazon.com Inc - $22.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephanie Ternes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.24M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.3M, iShares TIPS Bond ETF - $991,089.83, Invesco S&P 500 Equal Weight ETF - $920,529.68, Schwab Fundamental U.S. Small Company ETF - $556,482.68, and Schwab Fundamental Emerging Markets Large Company Index ETF - $551,503.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephanie Ternes's monthly returns?
Stephanie Ternes'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 Stephanie Ternes's strategy be considered aggressive or moderate?
Stephanie Ternes'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 Stephanie Ternes's strategy?
Stephanie Ternes'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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