SK
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:
9.11%
Gain -0.29%
Monthly
0.41%
Yearly
4.98%
Drawdown
13.77%
$29.37M
Equity
Holdings
$29.37M
Investment
$27.24M
$9.89M
Profit -$251,648.6
Realized
$7.75M
Unrealized
$2.14M
Dividends
$2.61M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$251,648.6
Win %
57%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$428,364.79
Win %
57%
This Month
Compared to last month
Gain
-0.65%
Profit
-$192,602.37
Win %
57%
This Year
Compared to last year
Gain
-0.65%
Profit
-$192,329.22
Win %
51%
QBTS D-Wave Quantum Inc.
-7.1%
-$15,418.13 
QS QuantumScape Corp
-3.43%
-$1,450 
GARY Mango Growth ETF
-2.77%
-$6,337.95 
BX Blackstone Inc.
-2.3%
-$7,530 
QQQ Invesco QQQ Trust, Series 1
-2.29%
-$21,621.85 
AMZN Amazon.com Inc
-2.25%
-$11,279.08 
IWM iShares Russell 2000 ETF
-1.72%
-$59,859.71 
SPY SPDR S&P 500 ETF Trust
-1.13%
-$62,793.8 
IVV iShares Core S&P 500 ETF
-1.08%
-$22,847.88 
NUKZ Range Nuclear Renaissance ETF
-1.02%
-$4,610.06 
BUFR FT Vestladder Buffer ETF-USD I
-0.62%
-$11,109.62 
ESN Essential 40 Stock ETF
-0.59%
-$17,038.99 
XAR SPDR S&P Aerospace & Defense ETF
-0.44%
-$2,396.79 
EFA iShares MSCI EAFE ETF
-0.14%
-$5,439 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.07%
-$2,968.66 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$116.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 259 | Longs Won 121/259 46% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,554.39 |
| Average Win $144,988.58 | Best Trade (Mar 31) $3.19M | Sharpe Ratio -9.09 |
| Average Loss -$55,470.4 | Worst Trade (Jun 29) -$798,159.88 | Z-Score -3.43 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $38,180.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.35% | 6.9% |
| Consecutive Losing Trades | 529 | 476 | 424 | 371 | 318 | 265 | 212 | 159 | 106 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 800 | $266,416 | $274,064 | - | $7,648 | 2.87% | +0.17% |
| AMZN Amazon.com Inc | 1,965 | $489,580 | $489,324.3 | - | -$255.7 | -0.05% | -2.253% |
| BUFR FT Vestladder Buffer ETF-USD I | 47,275 | $1.49M | $1.78M | - | $281,402.81 | 18.83% | -0.622% |
| BX Blackstone Inc. | 3,000 | $336,270 | $320,070 | - | -$16,200 | -4.82% | -2.299% |
| EFA iShares MSCI EAFE ETF | 36,260 | $3.39M | $3.75M | - | $368,039.2 | 10.87% | -0.145% |
| ESN Essential 40 Stock ETF | 138,754 | $2.45M | $2.86M | - | $419,420.04 | 17.15% | -0.591% |
| GARY Mango Growth ETF | 8,346 | $233,811 | $222,629.55 | - | -$11,181.45 | -4.78% | -2.768% |
| IVV iShares Core S&P 500 ETF | 2,733 | $1.83M | $2.1M | - | $266,464.27 | 14.57% | -1.078% |
| IWM iShares Russell 2000 ETF | 12,642 | $3.06M | $3.42M | - | $358,843.43 | 11.73% | -1.721% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 84,819 | $4.32M | $4.13M | - | -$194,672.24 | -4.5% | -0.072% |
| NUKZ Range Nuclear Renaissance ETF | 7,748 | $491,998.02 | $448,880.38 | - | -$43,117.64 | -8.76% | -1.017% |
| QBTS D-Wave Quantum Inc. | 16,943 | $280,746 | $201,706.41 | - | -$79,039.59 | -28.15% | -7.101% |
| QQQ Invesco QQQ Trust, Series 1 | 1,299 | $776,387.4 | $924,050.14 | - | $147,662.74 | 19.02% | -2.286% |
| QS QuantumScape Corp | 10,000 | $46,450 | $40,850 | - | -$5,600 | -12.06% | -3.428% |
| SCHZ Schwab U.S. Aggregate Bond ETF | 23,223 | $537,918.29 | $517,292.32 | - | -$20,625.97 | -3.83% | -0.022% |
 SGOV iShares 0-3 Month Treasury Bond ETF | 18,280 | $1.84M | $1.84M | - | -$2,012.63 | -0.11% | +0.04% |
| SPY SPDR S&P 500 ETF Trust | 7,226 | $4.81M | $5.51M | - | $700,343.62 | 14.55% | -1.126% |
| XAR SPDR S&P Aerospace & Defense ETF | 2,421 | $584,042.03 | $542,013.48 | - | -$42,028.55 | -7.2% | -0.44% |
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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 - $3.33M, iShares Core S&P 500 ETF - $2.22M, 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 Oracle Corporation - $315,615.62. 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 $2.61M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $356,290.28, First Trust Low Duration Opportunities ETF - $207,835.25, JPMorgan Mortgage-Backed Securities ETF - $199,832.63, Schwab High Yield Bond ETF - $199,267.42, and Schwab U.S. Aggregate Bond ETF - $184,764.98. 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 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 Sarah Kopesky's strategy be considered aggressive or moderate?
Sarah Kopesky'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 Sarah Kopesky's strategy?
Sarah Kopesky'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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