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:
0.7%
Gain
Monthly
0.02%
Yearly
0.28%
Drawdown
28.99%
$192M
Equity
Holdings
$192M
Investment
$143.26M
$49.57M
Profit +$124,979.96
Realized
$837,357.78
Unrealized
$48.73M
Dividends
$9.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$124,979.96
Win %
96%
This Week
Compared To Last Week
Gain
0.31%
Profit
$588,146.24
Win %
96%
This Month
Compared to last month
Gain
0.66%
Profit
$1.25M
Win %
96%
This Year
Compared to last year
Gain
10.54%
Profit
$18.3M
Win %
96%
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$90,644.09 
DFAT Dimensional US Targeted Value ETF
+1.48%
+$482,561.51 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$5,289.49 
DFAS Dimensional U.S. Small Cap ETF
+0.54%
+$23,510.96 
PRF Invesco FTSE RAFI US 1000 ETF
+0.34%
+$1,256.7 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$53,027.38 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.08%
+$333.77 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$961.17 
GDX VanEck Gold Miners ETF
-3.43%
-$225,950.78 
VPL Vanguard FTSE Pacific ETF
-2.22%
-$12,370.24 
DFEV Dimensional Emerging Markets Value ETF
-1.68%
-$22,752.75 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.13%
-$5,428.68 
AVDV Avantis International Small Cap Value ETF
-0.99%
-$38,872.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$3,931.2 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.66%
-$2,154.75 
AVES Avantis Emerging Markets Value ETF
-0.61%
-$2,302.5 
DFIV Dimensional International Value ETF
-0.56%
-$182,051.73 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.55%
-$2,307.92 
VGK Vanguard FTSE Europe ETF
-0.29%
-$894.14 
VOO Vanguard S&P 500 ETF
-0.27%
-$2,335.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$32,973.47 
DISV Dimensional International Small Cap Equity Fund
-0.02%
-$679.53 Events
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Dividends
Dividend Analysis
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| Trades 105 | Longs Won 100/105 95% | Profit Factor 906.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $496,228.63 | Best Trade (Jul 13) $12.91M | Sharpe Ratio -26.98 |
| Average Loss -$10,949.29 | Worst Trade (Jun 30) -$33,829.78 | Z-Score 88.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $472,077.3 |
| 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% | 0.53% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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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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