LS
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
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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:
33.79%
Gain +1.9%
Monthly
1%
Yearly
12.65%
Drawdown
15.44%
$243.36M
Equity
Holdings
$243.36M
Investment
$180.89M
$69.28M
Profit +$5.24M
Realized
$6.81M
Unrealized
$62.47M
Dividends
$6.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.9%
Profit
$5.24M
Win %
84%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$1.96M
Win %
84%
This Month
Compared to last month
Gain
-1.25%
Profit
-$3.07M
Win %
84%
This Year
Compared to last year
Gain
6.66%
Profit
$15.88M
Win %
85%
CAT Caterpillar Inc.
+4.66%
+$14,309.75 
FTC First Trust Large Cap Growth Fund
+4.6%
+$15,019.5 
AVEM Avantis Emerging Markets Equity ETF
+4.58%
+$617,285.1 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$21,210.6 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.36%
+$19,959.18 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.32%
+$34,752.9 
XTL SPDR S&P Telecom ETF
+4.09%
+$11,705.42 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$1.2M 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$106,825.28 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.31%
+$35,896.04 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$16,156 
AVDV Avantis International Small Cap Value ETF
+2.89%
+$218,864.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$213,629.62 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.76%
+$12,371.12 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.76%
+$9,110.73 
NVDA NVIDIA Corporation
+2.5%
+$19,055 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.49%
+$358,117.13 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$60,821.43 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.4%
+$42,885.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.39%
+$41,126.46 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$64,906.8 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$32,893.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.28%
+$862,435.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$175,509.18 
DISV Dimensional International Small Cap Equity Fund
+2.18%
+$8,898.09 
IWR iShares Russell Mid-Cap ETF
+2.14%
+$22,102.8 
FNX First Trust Mid Cap Core AlphaDEX Fund
+2.11%
+$13,608.63 
IWD iShares Russell 1000 Value ETF
+2.01%
+$24,869.68 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$173,420.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$4,143.19 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$6,128.82 
VOO Vanguard S&P 500 ETF
+1.77%
+$6,198.93 
VTV Vanguard Value ETF
+1.74%
+$3,800.71 
DC Dakota Gold Corp
+1.73%
+$4,218.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$107,545.12 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$6,146.36 
ESGU iShares ESG Aware MSCI USA ETF
+1.59%
+$44,273.88 
IWF iShares Russell 1000 Growth ETF
+1.59%
+$19,326.8 
JPM JPMorgan Chase & Co.
+1.52%
+$4,389.83 
AMZN Amazon.com Inc
+1.48%
+$8,867.36 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$13,772 
AAPL Apple Inc.
+1.44%
+$15,113.94 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$6,203.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.15%
+$441,495.12 
XLF Financial Select Sector SPDR Fund
+0.79%
+$1,724.46 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.77%
+$15,999.02 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$2,569.92 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$2,999.39 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$3,062.4 
FVD First Trust Value Line Dividend Index Fund
+0.48%
+$26,891.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.48%
+$50,600.03 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$829.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$928.76 
MUB iShares National Muni Bond ETF
+0.25%
+$1,700.19 
GOOG Alphabet Inc
+0.13%
+$702.86 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$3,525.6 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$443 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$1,860.72 
Events
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Dividends
Dividend Analysis
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| Trades 442 | Longs Won 374/442 84% | Profit Factor 128.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $835,691.21 |
| Average Win $186,683.98 | Best Trade (Jun 11) $12.32M | Sharpe Ratio -10.2 |
| Average Loss -$7,978.56 | Worst Trade (Jun 11) -$344,687.83 | Z-Score 14.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $156,735.9 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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