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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:
57.28%
Gain -2.18%
Monthly
1.33%
Yearly
17.15%
Drawdown
18.6%
$143.88M
Equity
Holdings
$143.88M
Investment
$95.41M
$55.99M
Profit -$2.59M
Realized
$7.51M
Unrealized
$48.47M
Dividends
$6.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.18%
Profit
-$2.59M
Win %
72%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$1.92M
Win %
72%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.35M
Win %
72%
This Year
Compared to last year
Gain
12.02%
Profit
$15.44M
Win %
71%
ORLY O'Reilly Automotive Inc.
+4.25%
+$8,466.23 
KLAC KLA Corporation
+3.87%
+$12,060 
LRCX Lam Research Corporation
+3.75%
+$12,328.77 
TSLA Tesla, Inc.
+3.54%
+$13,292.18 
ORCL Oracle Corporation
+3.45%
+$9,314.37 
UNH UnitedHealth Group Incorporated
+2.56%
+$11,760.84 
MS Morgan Stanley
+2.41%
+$28,463.28 
GS The Goldman Sachs Group, Inc.
+2.11%
+$15,409.3 
ADI Analog Devices, Inc.
+2.06%
+$13,130.15 
VGT Vanguard Information Technology ETF
+1.77%
+$106,144.08 
TEL TE Connectivity plc
+1.75%
+$10,669.32 
GLDM SPDR Gold MiniShares Trust
+1.55%
+$4,459.98 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$3,939 
XOM Exxon Mobil Corporation
+1.4%
+$2,602.08 
AVGO Broadcom Inc.
+1.38%
+$21,458.26 
LLY Eli Lilly and Company
+1.35%
+$7,632.57 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$30,902.4 
JPM JPMorgan Chase & Co.
+1.12%
+$20,326.02 
CSCO Cisco Systems, Inc.
+1.11%
+$10,795.92 
ETN Eaton Corporation plc
+1.05%
+$4,774.25 
EFV iShares MSCI EAFE Value ETF
+1.03%
+$68,739.2 
NVDA NVIDIA Corporation
+0.97%
+$39,776.02 
VT Vanguard Total World Stock ETF
+0.93%
+$2,563.99 
VXF Vanguard Extended Market ETF
+0.84%
+$46,686.42 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$99,161 
PLD Prologis Inc.
+0.77%
+$4,417.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$2,142.09 
IVV iShares Core S&P 500 ETF
+0.66%
+$2,390.96 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$1,843.86 
VOO Vanguard S&P 500 ETF
+0.62%
+$282,965.39 
VB Vanguard Small-Cap ETF
+0.6%
+$2,445.72 
JNJ Johnson & Johnson
+0.57%
+$1,386.7 
BLK BlackRock, Inc.
+0.5%
+$1,127.78 
PSX Phillips 66
+0.47%
+$3,610.34 
HLI Houlihan Lokey Inc.
+0.41%
+$1,981.89 
IUSV iShares Core S&P U.S. Value ETF
+0.28%
+$970.51 
VNQ Vanguard Real Estate ETF
+0.25%
+$2,240.03 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.22%
+$16,130.62 
META Meta Platforms Inc Class A
+0.22%
+$3,638.6 
HLT Hilton Worldwide Holdings Inc.
+0.2%
+$568.1 
DE Deere & Company
+0.15%
+$486.76 
IWD iShares Russell 1000 Value ETF
+0.15%
+$2,857.4 
NFLX Netflix, Inc.
+0.13%
+$224.73 
IFRA iShares U.S. Infrastructure
+0.12%
+$909.37 
CB Chubb Limited
+0.12%
+$304.51 
AAPL Apple Inc.
+0.02%
+$654.24 
COR Cencora, Inc.
+0.01%
+$70.44 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHR Danaher Corporation
-12.55%
-$33,633 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$3,874.18 
AON Aon plc
-1.4%
-$3,610.35 
AJG Arthur J. Gallagher & Co.
-1.28%
-$6,516.76 
ADP Automatic Data Processing Inc.
-1.28%
-$13,253.31 
FIS Fidelity National Information Services, Inc.
-1.14%
-$2,551.2 
CRM Salesforce Inc
-1.1%
-$2,064 
PG Procter & Gamble Co
-1.09%
-$6,242.9 
HD The Home Depot, Inc.
-1.08%
-$6,408.35 
WMT Walmart Inc.
-1.03%
-$7,669.2 
AMZN Amazon.com Inc
-0.98%
-$36,130.24 
V Visa Inc. Class A
-0.78%
-$5,291.23 
COST Costco Wholesale Corporation
-0.75%
-$3,374 
GOOG Alphabet Inc
-0.72%
-$7,719.09 
GOOGL Alphabet Inc
-0.71%
-$23,816.24 
PEP PepsiCo, Inc.
-0.59%
-$2,301.6 
KVYO Klaviyo Inc.
-0.55%
-$3,473.9 
LIN Linde plc
-0.52%
-$2,562.07 
UNP Union Pacific Corporation
-0.41%
-$2,896.28 
AXP American Express Company
-0.36%
-$1,469.16 
MCK McKesson Corporation
-0.32%
-$886.77 
NSP Insperity Inc.
-0.31%
-$1,260.64 
MSFT Microsoft Corp.
-0.28%
-$6,960.81 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$1,395.87 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$1,477.11 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$975.24 
ABT Abbott Laboratories
-0.12%
-$478.68 
MUB iShares National Muni Bond ETF
-0.09%
-$2,840.5 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.06%
-$1,397.7 
TT Trane Technologies plc
-0.03%
-$60.84 
NEE NextEra Energy, Inc.
-0.01%
-$70.59 Events
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Dividends
Dividend Analysis
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| Trades 833 | Longs Won 564/833 67% | Profit Factor 19.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,541.7 |
| Average Win $104,542.36 | Best Trade (Jul 22) $13.36M | Sharpe Ratio -11.66 |
| Average Loss -$11,068.67 | Worst Trade (Jul 24) -$390,044.88 | Z-Score 7.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $67,210.26 |
| 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% | 0.02% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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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 Ludden?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $3.23M, Vanguard Extended Market ETF - $1.89M, Vanguard S&P 500 ETF - $1.5M, iShares MSCI EAFE Value ETF - $1.22M, and Vanguard Information Technology ETF - $829,546.18. 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, Target Corporation - $70,820.03, and UnitedHealth Group Incorporated - $49,251.28. 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 $6.73M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.31M, iShares MSCI EAFE Value ETF - $876,763.42, Schwab U.S. Dividend Equity ETF - $724,731.07, iShares National Muni Bond ETF - $395,000.81, and Vanguard Extended Market ETF - $282,402.33. 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.
