Susan Sharin Portfolio
Invests via Efficient Frontier Advisors LLC | Managed by Susan Sharin, William Bernstein
Invests via Efficient Frontier Advisors LLC
Managed by Susan Sharin, William Bernstein
Automatically Tracked
Susan Sharin Profile
Veteran investor and operator focused on growth-stage technology and consumer businesses. Susan Sharin combines operating experience with venture investing, advising portfolio companies on go-to-market, product strategy and scaling management teams. Background spans corporate development, private equity and startup roles with emphasis on SaaS and digital marketplaces. Active angel and board participant; signal for partnership and follow-on capital from strategic investors.
Veteran investor and operator focused on growth-stage technology and consumer businesses. Susan Sharin combines operating experience with venture investing, advising portfolio companies on go-to-market, product strategy and scaling management teams. Background spans corporate development, private equity and startup roles with emphasis on SaaS and digital marketplaces. Active angel and board participant; signal for partnership and follow-on capital from strategic investors.
Investment Philosophy & Strategy
Combines operator-led pragmatism with growth-stage venture discipline, targeting SaaS, digital marketplaces and consumer tech where product-led scaling and repeatable GTM unlock outsized returns. Prefers concentrated, conviction-weighted stakes in companies with clear unit economics, defensible distribution channels and founder-led execution ability. Capital allocation favors follow-on support and syndication with strategic partners; active board involvement accelerates go-to-market and team-build risks. Time horizon is multi-year growth realization with emphasis on milestone-driven dilution control and pragmatic downside protection.
Combines operator-led pragmatism with growth-stage venture discipline, targeting SaaS, digital marketplaces and consumer tech where product-led scaling and repeatable GTM unlock outsized returns. Prefers concentrated, conviction-weighted stakes in companies with clear unit economics, defensible distribution channels and founder-led execution ability. Capital allocation favors follow-on support and syndication with strategic partners; active board involvement accelerates go-to-market and team-build risks. Time horizon is multi-year growth realization with emphasis on milestone-driven dilution control and pragmatic downside protection.
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:
45.29%
Gain +0.26%
Monthly
1.21%
Yearly
15.49%
Drawdown
14.93%
$194.81M
Equity
Holdings
$194.81M
Investment
$143.26M
$52.38M
Profit +$426,076.26
Realized
$834,512.7
Unrealized
$51.55M
Dividends
$10.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$426,076.26
Win %
98%
This Week
Compared To Last Week
Gain
0.78%
Profit
$1.5M
Win %
98%
This Month
Compared to last month
Gain
0.78%
Profit
$1.5M
Win %
98%
This Year
Compared to last year
Gain
12.16%
Profit
$21.12M
Win %
98%
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$3,217.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,021.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$69,155.18 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$90,904.08 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$679.3 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$989.25 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$134.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$8,358 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
GDX VanEck Gold Miners ETF
-3.49%
-$238,404.94 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$5,536.68 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$4,244.88 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$2,730.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,639.5 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$14,801.6 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$18,688.5 
DFIV Dimensional International Value ETF
-0.47%
-$156,044.34 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,375.6 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.36%
-$1,628.6 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$931.44 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$7,480.81 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$51,286.73 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 105 | Longs Won 101/105 96% | Profit Factor 1,416.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.99M |
| Average Win $518,995.92 | Best Trade (Aug 02) $13.34M | Sharpe Ratio -26.96 |
| Average Loss -$9,249.27 | Worst Trade (Jun 30) -$33,829.78 | Z-Score 116.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $498,872.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.59% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVDV Avantis International Small Cap Value ETF | 37,377 | $2.34M | $3.91M | - | $1.57M | 66.93% | -0.476% |
| AVEE Avantis Emerging Markets Small Cap Equity ETF | 7,143 | $402,105.21 | $452,009.04 | - | $49,903.83 | 12.41% | -0.359% |
| AVES Avantis Emerging Markets Value ETF | 5,810 | $268,827.21 | $361,614.4 | - | $92,787.19 | 34.52% | -0.749% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,355 | $305,640.5 | $420,314.4 | - | $114,673.9 | 37.52% | +0.032% |
| DFAS Dimensional U.S. Small Cap ETF | 53,434 | $3.19M | $4.33M | - | $1.14M | 35.88% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 466,243 | $24.44M | $32.98M | - | $8.54M | 34.92% | -0.155% |
| DFEV Dimensional Emerging Markets Value ETF | 32,975 | $922,490.44 | $1.31M | - | $386,946.81 | 41.95% | +0.076% |
| DFIV Dimensional International Value ETF | 577,942 | $19.95M | $33.1M | - | $13.15M | 65.93% | -0.469% |
| DFSV Dimensional US Small Cap Value ETF | 152,343 | $4.39M | $6.04M | - | $1.66M | 37.73% | 0.0 |
| DFUV Dimensional US Marketwide Value ETF | 757,534 | $28.32M | $42.11M | - | $13.79M | 48.71% | +0.216% |
| DISV Dimensional International Small Cap Equity Fund | 67,280 | $1.89M | $2.85M | - | $960,014.63 | 50.83% | -0.517% |
| GDX VanEck Gold Miners ETF | 88,957 | $2.77M | $6.59M | - | $3.83M | 138.36% | -3.49% |
| PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF | 9,228 | $300,448.87 | $419,412.6 | - | $118,963.73 | 39.6% | -1.002% |
| PRF Invesco FTSE RAFI US 1000 ETF | 6,793 | $239,985.08 | $371,984.68 | - | $131,999.6 | 55% | +0.183% |
| PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 7,762 | $291,389.43 | $417,129.88 | - | $125,740.45 | 43.15% | -0.223% |
| PXH Invesco FTSE RAFI Emerging Markets ETF | 11,492 | $221,560.14 | $333,268 | - | $111,707.86 | 50.42% | +0.975% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 417,900 | $41.96M | $42.09M | - | $129,160.63 | 0.31% | +0.02% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 5,616 | $285,566.34 | $396,601.92 | - | $111,035.58 | 38.88% | -0.661% |
| VGK Vanguard FTSE Europe ETF | 3,439 | $241,816.69 | $311,539.01 | - | $69,722.32 | 28.83% | -0.44% |
| VOO Vanguard S&P 500 ETF | 1,239 | $636,842.73 | $850,759.37 | - | $213,916.64 | 33.59% | +0.713% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Susan Sharin?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $4.42M, Dimensional International Value ETF - $2.05M, Dimensional US Marketwide Value ETF - $1.62M, Dimensional US Targeted Value ETF - $1.07M, and VanEck Gold Miners ETF - $526,765.83. 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: Vanguard Short-Term Treasury Fund - $74.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Susan Sharin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.01M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $4.41M, Dimensional International Value ETF - $1.96M, Dimensional US Marketwide Value ETF - $1.37M, Dimensional US Targeted Value ETF - $1.03M, and VANGUARD TOTAL STOCK MKT ETF - $268,567.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Susan Sharin's monthly returns?
Susan Sharin's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Susan Sharin's strategy be considered aggressive or moderate?
Susan Sharin's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Susan Sharin's strategy?
Susan Sharin'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.
