Laura Schmidt Portfolio
Invests via Higgins & Schmidt Wealth Strategies LLC | Managed by Steven Higgins, Allison (Allie) Schmidt
Invests via Higgins & Schmidt Wealth Strategies LLC
Managed by Steven Higgins, Allison (Allie) Schmidt
Automatically Tracked
Laura Schmidt Profile
With a robust career in entrepreneurship and finance, Laura Schmidt has established herself as a formidable presence in the investment landscape. Her leadership has driven successful startup initiatives across diverse sectors, emphasizing innovation and market impact. Leveraging her background in corporate strategy, she plays a pivotal role in identifying high-potential opportunities that align with evolving industry trends. Known for her dynamic approach to growth, she fosters partnerships that enhance operational capabilities and broaden market reach. Laura’s expertise not only guides strategic decision-making but also positions her as an influential figure within the entrepreneurial community.
With a robust career in entrepreneurship and finance, Laura Schmidt has established herself as a formidable presence in the investment landscape. Her leadership has driven successful startup initiatives across diverse sectors, emphasizing innovation and market impact. Leveraging her background in corporate strategy, she plays a pivotal role in identifying high-potential opportunities that align with evolving industry trends. Known for her dynamic approach to growth, she fosters partnerships that enhance operational capabilities and broaden market reach. Laura’s expertise not only guides strategic decision-making but also positions her as an influential figure within the entrepreneurial community.
Investment Philosophy & Strategy
With a keen eye for transformative potential, Laura Schmidt emphasizes strategic innovation in her investment endeavors. Her entrepreneurial spirit drives her to explore disruptive technologies and emerging market trends that promise significant growth opportunities. A seasoned strategist, she adeptly identifies investments with strong scalability prospects, fostering initiatives that can redefine their respective sectors. By prioritizing partnerships and collaborative ventures, she amplifies the impact of her investments while ensuring alignment with sustainable business practices. This proactive stance not only enhances portfolio resilience but also promotes an enduring legacy within the investment landscape.
With a keen eye for transformative potential, Laura Schmidt emphasizes strategic innovation in her investment endeavors. Her entrepreneurial spirit drives her to explore disruptive technologies and emerging market trends that promise significant growth opportunities. A seasoned strategist, she adeptly identifies investments with strong scalability prospects, fostering initiatives that can redefine their respective sectors. By prioritizing partnerships and collaborative ventures, she amplifies the impact of her investments while ensuring alignment with sustainable business practices. This proactive stance not only enhances portfolio resilience but also promotes an enduring legacy within the investment landscape.
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:
60.38%
Gain +0.15%
Monthly
1.43%
Yearly
18.65%
Drawdown
18.05%
$243.99M
Equity
Holdings
$243.99M
Investment
$179.14M
$72.63M
Profit +$251,520.46
Realized
$7.78M
Unrealized
$64.85M
Dividends
$8.85M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$251,520.46
Win %
81%
This Week
Compared To Last Week
Gain
0.1%
Profit
$251,520.46
Win %
81%
This Month
Compared to last month
Gain
-0.2%
Profit
-$476,301.96
Win %
81%
This Year
Compared to last year
Gain
0.63%
Profit
$1.55M
Win %
82%
TSLA Tesla, Inc.
+5.09%
+$8,749.4 
CAT Caterpillar Inc.
+2.75%
+$8,163.67 
NVDA NVIDIA Corporation
+2.47%
+$21,709.42 
XTL SPDR S&P Telecom ETF
+2.38%
+$6,361.78 
GOOG Alphabet Inc
+1.96%
+$10,001.87 
GOOGL Alphabet Inc
+1.85%
+$5,986.04 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+1.77%
+$8,151.19 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.56%
+$25,882.72 
IJR iShares Core S&P Small-Cap ETF
+1.55%
+$21,038.01 
IWF iShares Russell 1000 Growth ETF
+1.47%
+$17,195.75 
VGT Vanguard Information Technology ETF
+1.46%
+$3,770.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.45%
+$11,293 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.41%
+$206,890.2 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.41%
+$26,425.62 
XLK State Street Technology Select Sector SPDR ETF
+1.4%
+$3,966.64 
IJH iShares Core S&P Mid-Cap ETF
+1.4%
+$33,656.39 
FNX First Trust Mid Cap Core AlphaDEX Fund
+1.4%
+$8,514.24 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.36%
+$4,340.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.34%
+$107,809.95 
QQQM Invesco NASDAQ 100 ETF
+1.32%
+$7,152.28 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$44,726.82 
AVEM Avantis Emerging Markets Equity ETF
+1.3%
+$180,046.83 
AMZN Amazon.com Inc
+1.3%
+$7,997.48 
IEMG iShares Core MSCI Emerging Markets ETF
+1.29%
+$6,356.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.27%
+$546,380.41 
ESGE iShares ESG Aware MSCI EM ETF
+1.24%
+$5,508.74 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$408,713.4 
FTC First Trust Large Cap Growth Fund
+1.16%
+$3,612.27 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$106,925.31 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.14%
+$12,180 
DFSV Dimensional US Small Cap Value ETF
+1.11%
+$10,189.62 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.01%
+$77,139.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.99%
+$2,391.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$2,279.64 
IWR iShares Russell Mid-Cap ETF
+0.96%
+$9,358.58 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$3,401.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.89%
+$1,891.2 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$70,437.93 
VOO Vanguard S&P 500 ETF
+0.88%
+$3,227.85 
ESGU iShares ESG Aware MSCI USA ETF
+0.85%
+$25,168 
AAPL Apple Inc.
+0.8%
+$9,543.56 
SPEM SPDR Portfolio Emerging Markets ETF
+0.79%
+$21,778.47 
DISV Dimensional International Small Cap Equity Fund
+0.63%
+$2,556.63 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$2,963.8 
MSFT Microsoft Corp.
+0.59%
+$5,290.74 
RSP Invesco S&P 500 Equal Weight ETF
+0.57%
+$2,143.2 
IWD iShares Russell 1000 Value ETF
+0.54%
+$7,041.55 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.47%
+$193,167.02 
FVD First Trust Value Line Dividend Index Fund
+0.43%
+$22,987.6 
JMUB JPMorgan Municipal Bond ETF
+0.39%
+$8,683.9 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.37%
+$9,370.43 
MUB iShares National Muni Bond ETF
+0.35%
+$3,664.8 
VTV Vanguard Value ETF
+0.27%
+$607.7 
DC Dakota Gold Corp
+0.25%
+$1,137.18 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$1,098.64 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.18%
+$488.7 
XLF Financial Select Sector SPDR Fund
+0.18%
+$399.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.17%
+$946.55 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$1,332.95 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.08%
+$767.12 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.07%
+$264.52 
Events
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Dividends
Dividend Analysis
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| Trades 498 | Longs Won 418/498 83% | Profit Factor 56.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $852,971.13 |
| Average Win $176,885.6 | Best Trade (Oct 02) $14.33M | Sharpe Ratio -9.62 |
| Average Loss -$16,376.92 | Worst Trade (Jun 29) -$257,938.06 | Z-Score 15.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $145,839.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,615 | $921,321.36 | $1.2M | - | $282,329.04 | 30.64% | +0.799% |
| AMZN Amazon.com Inc | 2,476 | $384,135.27 | $622,614.96 | - | $238,479.69 | 62.08% | +1.301% |
| AVDV Avantis International Small Cap Value ETF | 73,757 | $5.09M | $8.04M | - | $2.95M | 58% | +0.884% |
| AVEM Avantis Emerging Markets Equity ETF | 146,977 | $9.01M | $14M | - | $5M | 55.46% | +1.302% |
| AVUV Avantis U.S. Small Cap Value ETF | 77,482 | $7.46M | $9.34M | - | $1.87M | 25.08% | +1.159% |
| BRK-B Berkshire Hathaway Inc. | 886 | $332,703.29 | $444,541.64 | - | $111,838.35 | 33.62% | +0.248% |
| CAT Caterpillar Inc. | 359 | $205,931.92 | $304,823.31 | - | $98,891.39 | 48.02% | +2.752% |
| DC Dakota Gold Corp | 75,812 | $231,011.76 | $454,492.94 | - | $223,481.18 | 96.74% | +0.251% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 19,640 | $604,415.72 | $791,590.2 | - | $187,174.48 | 30.97% | +1.447% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 19,178 | $1.01M | $984,119.07 | - | -$21,776.42 | -2.16% | +0.078% |
| DFSV Dimensional US Small Cap Value ETF | 24,261 | $723,059.24 | $929,196.3 | - | $206,137.06 | 28.51% | +1.109% |
| DISV Dimensional International Small Cap Equity Fund | 9,469 | $373,456.9 | $406,409.48 | - | $32,952.58 | 8.82% | +0.633% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 10,500 | $861,073.34 | $1.08M | - | $222,631.66 | 25.86% | +1.137% |
| ESGE iShares ESG Aware MSCI EM ETF | 8,222 | $301,027.12 | $451,100.03 | - | $150,072.91 | 49.85% | +1.236% |
| ESGU iShares ESG Aware MSCI USA ETF | 17,600 | $2.37M | $2.97M | - | $598,921.77 | 25.26% | +0.855% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 6,114 | $277,208.19 | $324,531.12 | - | $47,322.93 | 17.07% | +1.356% |
| FEM First Trust Emerging Markets Small Cap AlphaDEX Fund | 14,376 | $318,147.11 | $469,448.28 | - | $151,301.17 | 47.56% | +1.767% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 4,493 | $469,333.89 | $619,068 | - | $149,734.11 | 31.9% | +1.395% |
| FTC First Trust Large Cap Growth Fund | 1,737 | $190,305.54 | $314,258.04 | - | $123,952.5 | 65.13% | +1.163% |
| FVD First Trust Value Line Dividend Index Fund | 114,938 | $4.69M | $5.42M | - | $730,241.91 | 15.56% | +0.426% |
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FAQ
Which stocks have generated the highest profits for Laura Schmidt?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Developed World ex-US ETF - $2.6M, State Street SPDR Portfolio S&P 500 ETF - $1.73M, SPDR Portfolio S&P 500 Value ETF - $1.22M, First Trust Value Line Dividend Index Fund - $1.18M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $1.17M. 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: Everforth, Inc - $306,459.29, Meta Platforms Inc Class A - $20,138.1, State Street Technology Select Sector SPDR ETF - $15,612.33, Farmland Partners Inc - $15,184, and Public Service Enterprise Group Incorporated - $8,429.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laura Schmidt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.85M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $2.22M, SPDR Portfolio S&P 500 Value ETF - $1.22M, iShares Core MSCI International Developed Markets ETF (IDEV) - $535,362.36, SPDR Portfolio Intermediate Term Treasury ETF - $500,498.71, and First Trust Value Line Dividend Index Fund - $469,016.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laura Schmidt's monthly returns?
Laura Schmidt'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 Laura Schmidt's strategy be considered aggressive or moderate?
Laura Schmidt'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 Laura Schmidt's strategy?
Laura Schmidt'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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