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:
60.64%
Gain -0.08%
Monthly
1.53%
Yearly
20.04%
Drawdown
18.05%
$244.3M
Equity
Holdings
$244.3M
Investment
$179.14M
$72.94M
Profit -$134,067.77
Realized
$7.78M
Unrealized
$65.15M
Dividends
$8.2M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$134,067.77
Win %
81%
This Week
Compared To Last Week
Gain
1.53%
Profit
$3.69M
Win %
81%
This Month
Compared to last month
Gain
1.53%
Profit
$3.69M
Win %
81%
This Year
Compared to last year
Gain
0.76%
Profit
$1.86M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$89,334.06 
GOOG Alphabet Inc
+6.88%
+$35,075.19 
GOOGL Alphabet Inc
+6.73%
+$21,503.79 
MSFT Microsoft Corp.
+3.02%
+$23,821.36 
NVDA NVIDIA Corporation
+2.93%
+$21,709.45 
XTL SPDR S&P Telecom ETF
+1.57%
+$4,163.37 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$581,181.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$108,374.4 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$21,741.46 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,864.35 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$3,450.24 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$20,971.86 
TSLA Tesla, Inc.
+0.76%
+$1,144.59 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,272.55 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,390.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,605.93 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,546.66 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$20,239.82 
CAT Caterpillar Inc.
+0.7%
+$2,035.53 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3,426.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,394.76 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$20,233.08 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,463.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,206.68 
FTC First Trust Large Cap Growth Fund
+0.47%
+$1,441.71 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,789.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$3,142.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,647.96 
JPM JPMorgan Chase & Co.
+0.27%
+$880.78 
JNJ Johnson & Johnson
+0.21%
+$426.65 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$13,227.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$501.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,099.28 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$506.51 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$88,639.8 
DC Dakota Gold Corp
-2.58%
-$9,097.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$56,569.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$245,227.36 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$6,720 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$2,083.18 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$36,878.5 
VGT Vanguard Information Technology ETF
-0.38%
-$873.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,806.7 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$2,381.29 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,816.66 
VTV Vanguard Value ETF
-0.27%
-$607.69 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$2,167.11 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$544.15 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$24,357.84 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$10,344.42 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$705.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$660.83 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$550.26 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$67,777.22 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,599.54 
MUB iShares National Muni Bond ETF
-0.11%
-$1,221.6 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$2,581.7 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,652.72 
XLF Financial Select Sector SPDR Fund
-0.1%
-$252.36 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$218.26 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$11,493.67 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$394.98 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$54.3 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 498 | Longs Won 418/498 83% | Profit Factor 107.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $832,537.91 |
| Average Win $176,129.51 | Best Trade (Aug 05) $13.75M | Sharpe Ratio -9.62 |
| Average Loss -$8,558.73 | Worst Trade (Jun 29) -$257,938.06 | Z-Score 15.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $146,460.72 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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, ISHARES S&P 500 GROWTH ETF (3IS8) - $1.17M, First Trust Value Line Dividend Index Fund - $1.15M, and SPDR Portfolio S&P 500 Value ETF - $1.03M. 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 $8.2M 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 - $1.03M, iShares Core MSCI International Developed Markets ETF (IDEV) - $535,362.36, First Trust Value Line Dividend Index Fund - $439,569.55, and SPDR Portfolio Intermediate Term Treasury ETF - $425,395.37. 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.
