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:
3.1%
Gain
Monthly
0.1%
Yearly
1.21%
Drawdown
25.33%
$195.67M
Equity
Holdings
$195.67M
Investment
$153.83M
$45.51M
Profit -$19,513.86
Realized
$3.67M
Unrealized
$41.84M
Dividends
$8.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$19,513.86
Win %
82%
This Week
Compared To Last Week
Gain
0.17%
Profit
$338,567.31
Win %
82%
This Month
Compared to last month
Gain
0.72%
Profit
$1.4M
Win %
82%
This Year
Compared to last year
Gain
10.41%
Profit
$18.44M
Win %
82%
ALRS Alerus Financial Corporation
+2.94%
+$46,759.47 
KRE SPDR S&P Regional Banking ETF
+2.81%
+$11,542.47 
OTTR Otter Tail Corporation
+2.72%
+$10,404.29 
UNH UnitedHealth Group Incorporated
+2.6%
+$11,136.64 
TGT Target Corporation
+1.79%
+$8,543.73 
MSFT Microsoft Corp.
+1.78%
+$22,868.59 
USB U.S. Bancorp
+1.41%
+$32,008.85 
AAPL Apple Inc.
+1.25%
+$54,531.48 
XOM Exxon Mobil Corporation
+1.02%
+$1,875.17 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.73%
+$162,856.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$132,499.97 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.44%
+$78,616.67 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$3,840.96 
GOOG Alphabet Inc
+0.22%
+$862.17 
DVN Devon Energy Corporation
+0.14%
+$413.4 
NVDA NVIDIA Corporation
-2.73%
-$16,802.52 
EEM iShares MSCI Emerging Markets ETF
-2.23%
-$10,202.48 
META Meta Platforms Inc Class A
-1.85%
-$6,247.12 
TSLA Tesla, Inc.
-1.41%
-$3,647.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$202,938.89 
FNDF Schwab Fundamental International Large Company Index ETF
-0.82%
-$3,068.93 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$2,133.63 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.75%
-$53,768.45 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$18,245.03 
BKIE BNY Mellon International Equity ETF
-0.66%
-$46,223.76 
DKNG DraftKings Inc.
-0.57%
-$1,341.39 
ILCB iShares Morningstar U.S. Equity ETF
-0.49%
-$50,907.1 
OEF iShares S&P 100 ETF
-0.48%
-$107,868.6 
VOO Vanguard S&P 500 ETF
-0.47%
-$4,641.5 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$27,000.54 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.45%
-$22,926.31 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,590.89 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.33%
-$2,037.75 
AOK iShares Core Conservative Allocation ETF
-0.27%
-$1,667.05 
IYG iShares U.S. Financial Services ETF
-0.26%
-$775.42 
AMZN Amazon.com Inc
-0.14%
-$476.65 
TIP iShares TIPS Bond ETF
-0.04%
-$4,190.9 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$225.03 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$3,093.75 
BKAG BNY Mellon Core Bond ETF
-0.03%
-$2,141.15 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$1,167.57 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$27.16 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$25.21 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 212/252 84% | Profit Factor 51.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $779,459.77 |
| Average Win $218,941.77 | Best Trade (Jul 15) $6.58M | Sharpe Ratio -14.09 |
| Average Loss -$22,573.96 | Worst Trade (Jul 13) -$230,088.91 | Z-Score 17.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $180,605.94 |
| 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 | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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