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Sarah Kopesky Portfolio
Invests via Breakthru Advisory Services LLC | Managed by Sarah Kopesky, Thomas L. Deppe Jr.
Invests via Breakthru Advisory Services LLC
Managed by Sarah Kopesky, Thomas L. Deppe Jr.
Automatically Tracked
Experienced healthcare and consumer digital operator turned growth investor, focused on early-stage software and services that improve care coordination and patient engagement. Sarah Kopesky leverages operating roles scaling product and commercial teams, board advisory experience, and investor diligence to back founder-led companies. Known for strategic go-to-market and metrics-driven scaling.
Experienced healthcare and consumer digital operator turned growth investor, focused on early-stage software and services that improve care coordination and patient engagement. Sarah Kopesky leverages operating roles scaling product and commercial teams, board advisory experience, and investor diligence to back founder-led companies. Known for strategic go-to-market and metrics-driven scaling.
Investment Philosophy & Strategy
Prioritizes early-stage healthcare and consumer digital software that improves care coordination and patient engagement, backing founder-led teams with hands-on operational support. Investment thesis favors product-led growth, repeatable go-to-market motion, and metric-driven KPIs at seed to Series A. Capital allocation blends active follow-on reserves with disciplined milestones, emphasizing unit economics, customer retention, and pragmatic scaling roadmaps to de-risk commercialization.
Prioritizes early-stage healthcare and consumer digital software that improves care coordination and patient engagement, backing founder-led teams with hands-on operational support. Investment thesis favors product-led growth, repeatable go-to-market motion, and metric-driven KPIs at seed to Series A. Capital allocation blends active follow-on reserves with disciplined milestones, emphasizing unit economics, customer retention, and pragmatic scaling roadmaps to de-risk commercialization.
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:
10.01%
Gain +0.17%
Monthly
0.5%
Yearly
6.15%
Drawdown
13.77%
$30.03M
Equity
Holdings
$30.03M
Investment
$26.77M
$10.74M
Profit +$253,054.88
Realized
$7.49M
Unrealized
$3.25M
Dividends
$2.55M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$253,054.88
Win %
73%
This Week
Compared To Last Week
Gain
1.97%
Profit
$578,749.32
Win %
73%
This Month
Compared to last month
Gain
1.97%
Profit
$578,749.32
Win %
73%
This Year
Compared to last year
Gain
0.49%
Profit
$148,008.23
Win %
53%
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$5,426.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$38,587.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,064.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,003.32 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$7,091.25 
ESN Essential 40 Stock ETF
+0.29%
+$6,738.65 
SCYB Schwab High Yield Bond ETF
+0.08%
+$199.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$365.6 
STCE Schwab Crypto Thematic ETF
-4.08%
-$11,078.9 
EFA iShares MSCI EAFE ETF
-0.62%
-$23,931.6 
IWM iShares Russell 2000 ETF
-0.47%
-$17,572.25 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$15,994.77 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,360.87 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$1,363.57 Events
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Dividends
Dividend Analysis
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| Trades 246 | Longs Won 117/246 47% | Profit Factor 2.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,319.26 |
| Average Win $154,469.34 | Best Trade (Mar 31) $3.19M | Sharpe Ratio -9.09 |
| Average Loss -$56,809.13 | Worst Trade (Jun 29) -$798,159.88 | Z-Score -1.05 (70.72%) |
| Commissions $0 | Avg. Trade Length 6m 3d | Expectancy $43,676.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.21% | 5.45% |
| Consecutive Losing Trades | 529 | 476 | 423 | 370 | 317 | 264 | 211 | 159 | 106 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BUFR FT Vestladder Buffer ETF-USD I | 47,275 | $1.49M | $1.74M | - | $243,819.19 | 16.31% | +0.41% |
| EFA iShares MSCI EAFE ETF | 36,260 | $3.39M | $3.83M | - | $442,734.8 | 13.08% | -0.621% |
| ESN Essential 40 Stock ETF | 118,222 | $2.03M | $2.37M | - | $337,724.74 | 16.65% | +0.286% |
| IVV iShares Core S&P 500 ETF | 3,333 | $2.23M | $2.5M | - | $270,035.75 | 12.1% | +0.687% |
| IWM iShares Russell 2000 ETF | 12,642 | $3.06M | $3.68M | - | $622,492.47 | 20.35% | -0.475% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 84,183 | $4.29M | $4.21M | - | -$85,874.8 | -2% | -0.379% |
| NUKZ Range Nuclear Renaissance ETF | 10,489 | $666,051.53 | $667,939.52 | - | $1,887.99 | 0.28% | -0.204% |
| QQQ Invesco QQQ Trust, Series 1 | 2,253 | $1.35M | $1.55M | - | $200,901.2 | 14.89% | +0.65% |
| SCHZ Schwab U.S. Aggregate Bond ETF | 19,441 | $454,336.14 | $442,477.16 | - | -$11,858.98 | -2.61% | -0.307% |
| SCYB Schwab High Yield Bond ETF | 9,993 | $264,015.09 | $259,917.93 | - | -$4,097.16 | -1.55% | +0.077% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 18,280 | $1.84M | $1.84M | - | $182.8 | 0.01% | +0.02% |
| SPY SPDR S&P 500 ETF Trust | 7,226 | $4.81M | $5.4M | - | $584,222.01 | 12.14% | +0.72% |
| STCE Schwab Crypto Thematic ETF | 4,165 | $249,733.44 | $260,145.9 | - | $10,412.46 | 4.17% | -4.085% |
| XAR SPDR S&P Aerospace & Defense ETF | 2,673 | $644,834.51 | $707,970.75 | - | $63,136.24 | 9.79% | +0.772% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Sarah Kopesky?
The largest contributions to the portfolio's profits come from the following stocks: Range Nuclear Renaissance ETF - $3.34M, iShares Core S&P 500 ETF - $2.16M, Industrial Select Sector SPDR Fund - $2.01M, First Trust Rising Dividend Achievers ETF - $1.71M, and Essential 40 Stock ETF - $706,073.33. 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: Microsoft Corp - $1.1M, NVIDIA Corporation - $634,448.52, Tesla, Inc - $383,470.35, Apple Inc - $336,011.3, and Schwab Crypto Thematic ETF - $331,897.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Kopesky's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.55M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $348,948.98, First Trust Low Duration Opportunities ETF - $207,835.25, Schwab High Yield Bond ETF - $197,875.4, JPMorgan Mortgage-Backed Securities ETF - $183,123.15, and Schwab U.S. Aggregate Bond ETF - $181,369.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Kopesky's monthly returns?
Sarah Kopesky'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 Sarah Kopesky's strategy be considered aggressive or moderate?
Sarah Kopesky'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 Sarah Kopesky's strategy?
Sarah Kopesky's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
