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Sarah Ludden Portfolio
Invests via Clifford Group LLC | Managed by Gregory L. Clifford, Ryan Michael Carragher, John Connor (JC) Murtagh
Invests via Clifford Group LLC
Managed by Gregory L. Clifford, Ryan Michael Carragher, John Connor (JC) Murtagh
Automatically Tracked
Sarah Ludden Profile
With a career spanning over two decades in the technology and finance sectors, Sarah Ludden has established herself as a prominent operating executive. Her expertise lies in driving innovation and growth within fast-paced organizations, particularly in software development and fintech solutions. She is known for her leadership roles at various tech startups where she transformed operational frameworks to enhance scalability and market presence. In addition to her operational prowess, Ludden's strategic insights contribute significantly to navigating competitive landscapes. Her impact is evident through successfully spearheading initiatives that align product offerings with customer needs while also enhancing organizational agility.
With a career spanning over two decades in the technology and finance sectors, Sarah Ludden has established herself as a prominent operating executive. Her expertise lies in driving innovation and growth within fast-paced organizations, particularly in software development and fintech solutions. She is known for her leadership roles at various tech startups where she transformed operational frameworks to enhance scalability and market presence. In addition to her operational prowess, Ludden's strategic insights contribute significantly to navigating competitive landscapes. Her impact is evident through successfully spearheading initiatives that align product offerings with customer needs while also enhancing organizational agility.
Investment Philosophy & Strategy
Sarah Ludden's approach to investing is shaped by her extensive leadership experience in technology and finance. She exhibits a keen ability to identify emerging trends, leveraging her operational expertise to cultivate innovative business models. Her entrepreneurial mindset drives an emphasis on scalability and adaptability within ventures, fostering environments that thrive under competitive pressures. With a sharp focus on aligning product strategies with evolving customer demands, decisions are anchored in actionable insights derived from market dynamics. This strategic orientation not only supports growth but also positions her investments for long-term success.
Sarah Ludden's approach to investing is shaped by her extensive leadership experience in technology and finance. She exhibits a keen ability to identify emerging trends, leveraging her operational expertise to cultivate innovative business models. Her entrepreneurial mindset drives an emphasis on scalability and adaptability within ventures, fostering environments that thrive under competitive pressures. With a sharp focus on aligning product strategies with evolving customer demands, decisions are anchored in actionable insights derived from market dynamics. This strategic orientation not only supports growth but also positions her investments for long-term success.
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:
66.5%
Gain -0.29%
Monthly
1.38%
Yearly
17.94%
Drawdown
18.88%
$146.06M
Equity
Holdings
$146.06M
Investment
$96.92M
$61.43M
Profit -$331,648.7
Realized
$12.29M
Unrealized
$49.14M
Dividends
$6.82M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$331,648.7
Win %
71%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$331,648.7
Win %
71%
This Month
Compared to last month
Gain
-0.74%
Profit
-$1.09M
Win %
71%
This Year
Compared to last year
Gain
0.71%
Profit
$1.26M
Win %
70%
KVYO Klaviyo Inc.
+5.87%
+$30,368.64 
AJG Arthur J. Gallagher & Co.
+5.44%
+$27,415.66 
TOST Toast Inc.
+3.91%
+$23,827.43 
MCK McKesson Corporation
+3.22%
+$9,468.9 
GOOGL Alphabet Inc
+3.08%
+$99,253.08 
ADP Automatic Data Processing Inc.
+3.07%
+$33,414.96 
GOOG Alphabet Inc
+2.97%
+$30,357.42 
META Meta Platforms Inc Class A
+2.91%
+$49,296.86 
NSP Insperity Inc.
+2.69%
+$10,518.47 
MSFT Microsoft Corp.
+2.27%
+$69,036.82 
WMT Walmart Inc.
+2.27%
+$16,791.3 
AON Aon plc
+2.11%
+$4,099.19 
LLY Eli Lilly and Company
+2.04%
+$11,440.83 
COR Cencora, Inc.
+1.69%
+$13,344.32 
MNST Monster Beverage Corporation
+1.66%
+$3,588.87 
COST Costco Wholesale Corporation
+1.62%
+$6,876.09 
ORLY O'Reilly Automotive Inc.
+1.59%
+$3,244.61 
DHR Danaher Corporation
+1.51%
+$3,913.92 
UNH UnitedHealth Group Incorporated
+1.32%
+$5,616.8 
HLT Hilton Worldwide Holdings Inc.
+1.31%
+$3,376.22 
V Visa Inc. Class A
+1.05%
+$7,286.62 
HD The Home Depot, Inc.
+1%
+$5,753.6 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.88%
+$60,377.33 
CB Chubb Limited
+0.87%
+$2,131.5 
AXP American Express Company
+0.84%
+$3,215.94 
ABT Abbott Laboratories
+0.8%
+$3,766.11 
HLI Houlihan Lokey Inc.
+0.71%
+$3,726.45 
DE Deere & Company
+0.69%
+$2,709.22 
JNJ Johnson & Johnson
+0.58%
+$1,552.96 
AAPL Apple Inc.
+0.54%
+$19,695.48 
PG Procter & Gamble Co
+0.52%
+$3,016.22 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$964.75 
UNP Union Pacific Corporation
+0.1%
+$608.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$194.4 
FIS Fidelity National Information Services, Inc.
+0.04%
+$84.33 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$25,322.8 
ETN Eaton Corporation plc
-7.57%
-$36,397.3 
KLAC KLA Corporation
-6.58%
-$17,820 
POWL Powell Industries Inc.
-6.13%
-$7,956.09 
AVGO Broadcom Inc.
-4.79%
-$78,147.79 
MU Micron Technology, Inc.
-4.76%
-$11,758.18 
ORCL Oracle Corporation
-4.42%
-$14,829.23 
CAT Caterpillar Inc.
-4.15%
-$8,497.5 
GS The Goldman Sachs Group, Inc.
-3.97%
-$28,255.02 
AMD Advanced Micro Devices, Inc.
-3.9%
-$9,664.8 
TT Trane Technologies plc
-3.76%
-$8,436.47 
TEL TE Connectivity plc
-3.66%
-$25,234.03 
MS Morgan Stanley
-3.4%
-$38,323.53 
NVDA NVIDIA Corporation
-2.85%
-$126,832.84 
TXN Texas Instruments Inc
-1.9%
-$3,790.22 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$10,692.22 
JPM JPMorgan Chase & Co.
-1.72%
-$32,916.59 
IFRA iShares U.S. Infrastructure
-1.68%
-$10,456.6 
CSCO Cisco Systems, Inc.
-1.65%
-$15,560.35 
TSLA Tesla, Inc.
-1.4%
-$5,104.64 
GLDM SPDR Gold MiniShares Trust
-1.32%
-$4,409.48 
BLK BlackRock, Inc.
-1.25%
-$2,837.95 
VGT Vanguard Information Technology ETF
-1.24%
-$68,435.36 
AMZN Amazon.com Inc
-1.22%
-$44,547.18 
PSX Phillips 66
-1.19%
-$10,555.16 
NEE NextEra Energy, Inc.
-0.72%
-$4,087.05 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$15,260.02 
PLD Prologis Inc.
-0.65%
-$3,278.04 
VT Vanguard Total World Stock ETF
-0.63%
-$1,810.93 
LIN Linde plc
-0.62%
-$3,043.17 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$1,479.17 
VNQ Vanguard Real Estate ETF
-0.53%
-$4,127 
CGW Invesco S&P Global Water Index ETF
-0.49%
-$988.28 
VOO Vanguard S&P 500 ETF
-0.35%
-$151,408.53 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,021.79 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$865.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,094.94 
IWB iShares Russell 1000 ETF
-0.33%
-$693.22 
VB Vanguard Small-Cap ETF
-0.32%
-$1,277.83 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$14,940.45 
VXF Vanguard Extended Market ETF
-0.26%
-$13,643.72 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$14,878.62 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$1,181.52 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$17,213.95 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$449.55 
MUB iShares National Muni Bond ETF
-0.05%
-$2,219.8 
IWD iShares Russell 1000 Value ETF
-0.03%
-$588.64 
PEP PepsiCo, Inc.
-0.01%
-$57.85 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 625/907 68% | Profit Factor 17.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $448,554.57 |
| Average Win $104,101.15 | Best Trade (Aug 15) $12.18M | Sharpe Ratio -10.95 |
| Average Loss -$12,879.7 | Worst Trade (Sep 08) -$385,705.76 | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 1d | Expectancy $67,730.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,003 | $1.7M | $3.68M | - | $1.98M | 116.52% | +0.539% |
| ABT Abbott Laboratories | 4,621 | $498,691.63 | $474,877.06 | - | -$23,814.57 | -4.78% | +0.799% |
| ADP Automatic Data Processing Inc. | 4,053 | $967,219.86 | $1.12M | - | $153,452.88 | 15.87% | +3.073% |
| AJG Arthur J. Gallagher & Co. | 2,096 | $418,380.01 | $531,126.4 | - | $112,746.39 | 26.95% | +5.443% |
| AMD Advanced Micro Devices, Inc. | 480 | $278,837 | $238,077.6 | - | -$40,759.4 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 14,187 | $1.91M | $3.6M | - | $1.69M | 88.86% | -1.223% |
| AON Aon plc | 641 | $193,497.14 | $198,123.48 | - | $4,626.34 | 2.39% | +2.113% |
| AVGO Broadcom Inc. | 4,512 | $984,660.12 | $1.56M | - | $570,490.92 | 57.94% | -4.785% |
| AVUV Avantis U.S. Small Cap Value ETF | 42,687 | $5.33M | $5.3M | - | -$26,038.95 | -0.49% | -0.281% |
| AXP American Express Company | 1,178 | $225,951.41 | $385,700.76 | - | $159,749.35 | 70.7% | +0.841% |
| BLK BlackRock, Inc. | 211 | $216,473.34 | $224,968.2 | - | $8,494.86 | 3.92% | -1.246% |
| BRK-B Berkshire Hathaway Inc. | 1,166 | $456,351.85 | $584,399.2 | - | $128,047.35 | 28.06% | -1.797% |
| CAT Caterpillar Inc. | 250 | $266,225 | $196,145 | - | -$70,080 | -26.32% | -4.152% |
| CB Chubb Limited | 725 | $227,419.23 | $247,362.75 | - | $19,943.52 | 8.77% | +0.869% |
| CGW Invesco S&P Global Water Index ETF | 3,188 | $209,547 | $201,417.84 | - | -$8,129.16 | -3.88% | -0.488% |
| COR Cencora, Inc. | 2,453 | $454,030.61 | $802,155.53 | - | $348,124.92 | 76.67% | +1.692% |
| COST Costco Wholesale Corporation | 470 | $219,147.87 | $432,118 | - | $212,970.13 | 97.18% | +1.617% |
| CSCO Cisco Systems, Inc. | 8,411 | $452,052.86 | $927,565.08 | - | $475,512.22 | 105.19% | -1.65% |
| DE Deere & Company | 582 | $262,975.16 | $395,989.9 | - | $133,014.74 | 50.58% | +0.689% |
| DHR Danaher Corporation | 1,296 | $298,487.22 | $263,295.36 | - | -$35,191.86 | -11.79% | +1.509% |
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FAQ
Which stocks have generated the highest profits for Sarah Ludden?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.47M, Schwab U.S. Dividend Equity ETF - $3.23M, Vanguard Extended Market ETF - $2.01M, iShares MSCI EAFE Value ETF - $1.39M, and Vanguard Information Technology ETF - $1.36M. 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: CVS Health Corporation - $173,707.86, Archer-Daniels-Midland Co - $168,390.69, United Parcel Service, Inc - $138,117.94, Netflix, Inc - $90,825.2, and Salesforce Inc - $81,035.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Ludden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.82M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.3M, iShares MSCI EAFE Value ETF - $876,763.42, Schwab U.S. Dividend Equity ETF - $727,878.31, iShares National Muni Bond ETF - $421,710.26, and Vanguard Extended Market ETF - $274,879.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Ludden's monthly returns?
Sarah Ludden'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 Ludden's strategy be considered aggressive or moderate?
Sarah Ludden'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 Ludden's strategy?
Sarah Ludden'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.
