ABB
Allison Brooke Blake Portfolio
Invests via WorthPointe LLC | Managed by Emily Zerbato
Invests via WorthPointe LLC
Managed by Emily Zerbato
Automatically Tracked
Allison Brooke Blake Profile
With a strong foundation in both entrepreneurship and corporate strategy, Allison Brooke Blake is an influential leader recognized for driving growth in diverse sectors. Her career has spanned startups to established firms, where she has effectively led transformative initiatives that enhance operational efficiency and market reach. As an investor-operator, her experience uniquely positions her at the intersection of capital markets and innovation. She actively seeks out high-potential opportunities, leveraging extensive industry knowledge to influence decision-making within evolving landscapes. Blake's contributions extend beyond typical operational roles; her forward-thinking approach enables organizations to navigate challenges while identifying pathways for sustainable expansion.
With a strong foundation in both entrepreneurship and corporate strategy, Allison Brooke Blake is an influential leader recognized for driving growth in diverse sectors. Her career has spanned startups to established firms, where she has effectively led transformative initiatives that enhance operational efficiency and market reach. As an investor-operator, her experience uniquely positions her at the intersection of capital markets and innovation. She actively seeks out high-potential opportunities, leveraging extensive industry knowledge to influence decision-making within evolving landscapes. Blake's contributions extend beyond typical operational roles; her forward-thinking approach enables organizations to navigate challenges while identifying pathways for sustainable expansion.
Investment Philosophy & Strategy
Growth dynamics underpin Allison Brooke Blake's investment strategy, driven by her keen insight into entrepreneurial ventures and corporate transformation. Leveraging a rich tapestry of experience across varied industries, she actively identifies promising sectors ripe for disruption and expansion. Decision-making is deeply informed by market trends as well as operational excellence, enabling her to deploy capital where it fosters innovation. This multifaceted approach not only strengthens competitive positioning but also facilitates strategic partnerships that unlock new avenues for growth.
Growth dynamics underpin Allison Brooke Blake's investment strategy, driven by her keen insight into entrepreneurial ventures and corporate transformation. Leveraging a rich tapestry of experience across varied industries, she actively identifies promising sectors ripe for disruption and expansion. Decision-making is deeply informed by market trends as well as operational excellence, enabling her to deploy capital where it fosters innovation. This multifaceted approach not only strengthens competitive positioning but also facilitates strategic partnerships that unlock new avenues for growth.
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:
34.48%
Gain +1.49%
Monthly
0.44%
Yearly
5.43%
Drawdown
14.83%
$399.32M
Equity
Holdings
$399.32M
Investment
$311.94M
$99.29M
Profit +$6.66M
Realized
$11.91M
Unrealized
$87.37M
Dividends
$13.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.49%
Profit
$6.66M
Win %
88%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$2.32M
Win %
88%
This Month
Compared to last month
Gain
-0.62%
Profit
-$2.47M
Win %
88%
This Year
Compared to last year
Gain
4.46%
Profit
$17.16M
Win %
89%
MU Micron Technology, Inc.
+11%
+$170,569.82 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$26,681.41 
DEHP Dimensional Emerging Markets High Profitability ETF
+5.55%
+$69,584.92 
AVEM Avantis Emerging Markets Equity ETF
+4.62%
+$201,347.46 
TSLA Tesla, Inc.
+4.48%
+$24,216.53 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.33%
+$109,643.52 
GE General Electric Company
+4.25%
+$9,985.15 
AIQ Global X Artificial Intelligence & Technology ETF
+4.15%
+$11,516.12 
AVES Avantis Emerging Markets Value ETF
+4.02%
+$42,710.83 
VIDI Vident International Equity Strategy ETF
+3.79%
+$53,983 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$124,582.17 
AVGO Broadcom Inc.
+3.61%
+$16,318.72 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$10,699.6 
FETH Fidelity Ethereum Fund
+3.33%
+$7,267.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$12,782.1 
GLD SPDR Gold Shares
+3.21%
+$93,062.84 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$40,546.76 
DIHP Dimensional International High Profitability Portfolio
+3.15%
+$78,369.79 
SMMD iShares Russell 2500 ETF
+3.06%
+$136,860.24 
AVDE Avantis International Equity ETF
+2.93%
+$282,036.9 
IWM iShares Russell 2000 ETF
+2.92%
+$19,173.03 
AVDV Avantis International Small Cap Value ETF
+2.88%
+$97,958.24 
IBB iShares Biotechnology ETF
+2.87%
+$24,514.05 
BIBL Inspire 100 ETF
+2.79%
+$63,500.12 
AVDS Avantis International Small Cap Equity ETF
+2.77%
+$14,648.66 
WWJD Inspire International ETF
+2.76%
+$75,597.08 
BTC Grayscale Bitcoin Mini Trust ETF
+2.76%
+$5,383.9 
BITB Bitwise Bitcoin ETF
+2.75%
+$6,167.9 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$7,637.91 
AVIV Avantis International Large Cap Value ETF
+2.71%
+$15,504.3 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$192,117.24 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.57%
+$8,671.35 
TPIF Timothy Plan International ETF
+2.49%
+$37,595.51 
MDY SPDR S&P MidCap 400 ETF Trust
+2.45%
+$16,986.69 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$20,651.78 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$60,911.34 
NVDA NVIDIA Corporation
+2.42%
+$38,460.5 
HD The Home Depot, Inc.
+2.36%
+$6,324.31 
SCHE Schwab Emerging Markets Equity ETF
+2.35%
+$50,770.5 
IFLR Innovator International Developed Managed Floor ETF
+2.35%
+$25,016.89 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$18,470.24 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$271,887 
PTL Inspire 500 ETF
+2.33%
+$33,590.7 
LLY Eli Lilly and Company
+2.31%
+$6,680.2 
AVUS Avantis U.S. Equity ETF
+1.99%
+$557,305.62 
ACVF American Conservative Values ETF
+1.98%
+$79,866.8 
DFUV Dimensional US Marketwide Value ETF
+1.93%
+$535,552.62 
IHE iShares U.S. Pharmaceuticals ETF
+1.91%
+$13,675.74 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$21,158.28 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$147,322.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$1.37M 
DUHP Dimensional US High Profitability ETF
+1.8%
+$177,999.83 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$59,843.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$171,244.57 
VOO Vanguard S&P 500 ETF
+1.76%
+$278,017.79 
DCOR Dimensional US Core Equity 1 ETF
+1.75%
+$122,695.83 
DXUV Dimensional US Vector Equity ETF
+1.72%
+$4,657.35 
DFLV Dimensional US Large Cap Value ETF
+1.68%
+$10,514.72 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$91,697.76 
SFLR Innovator Equity Managed Floor ETF
+1.56%
+$47,747.7 
RFLR Innovator U.S. Small Cap Managed Floor ETF
+1.54%
+$8,373.12 
TPSC Timothy Plan US Small Cap Core ETF
+1.47%
+$19,931.48 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$42,709.7 
IJUL Innovator International Developed Power Buffer ETF
+1.4%
+$21,356.21 
AMZN Amazon.com Inc
+1.37%
+$11,388 
JPM JPMorgan Chase & Co.
+1.35%
+$4,983.67 
ISMD Inspire Small/Mid Cap ETF
+1.34%
+$25,522.56 
EJAN Innovator Emerging Markets Power Buffer ETF
+1.33%
+$3,871.39 
AAPL Apple Inc.
+1.16%
+$38,239.31 
HCA HCA Healthcare Inc.
+0.93%
+$1,701.72 
ZHDG Zega Buy and Hedge ETF
+0.83%
+$4,233.34 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.81%
+$3,536.28 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.79%
+$2,420.88 
AVRE Avantis Real Estate ETF
+0.74%
+$68,313 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.72%
+$1,606.88 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$2,960.63 
UDEC Innovator U.S. Equity Ultra Fund
+0.68%
+$2,086.73 
DFGR Dimensional Global Real Estate ETF
+0.67%
+$8,268.58 
TPHD Timothy Plan High Dividend Stock ETF
+0.66%
+$11,936.65 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$1,732.22 
GOOG Alphabet Inc
+0.64%
+$4,099.57 
UOCT Innovator U.S. Equity Ultra Fund
+0.63%
+$2,873.56 
GBF iShares Government/Credit Bond ETF
+0.6%
+$2,980.29 
MSMR M/S Managed Risk ETF
+0.6%
+$9,102.16 
UJAN Innovator U.S. Equity Ultra Fund
+0.57%
+$1,335.06 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.57%
+$1,320.8 
IBD Inspire Corporate Bond ETF
+0.57%
+$27,940.54 
VBND Vident U.S. Bond Strategy ETF
+0.56%
+$11,056.64 
USEP Innovator U.S. Equity Ultra ETF
+0.54%
+$1,171.48 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.53%
+$1,433.91 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$69,591.37 
PPTY Vident U.S. Diversified Real Estate ETF
+0.43%
+$1,311.82 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.42%
+$1,971.9 
FLIA Franklin International Aggregate Bond Fund
+0.37%
+$3,892.95 
GOOGL Alphabet Inc
+0.33%
+$2,065.96 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$28,316.99 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$5,600.12 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.24%
+$1,651.16 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.24%
+$2,022.78 
DFAR Dimensional US Real Estate ETF
+0.23%
+$978.3 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$3,686.26 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$4,722.2 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$31,445.01 
FTCA Franklin California Municipal Income ETF
+0.14%
+$201.3 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$3,743.05 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$114.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$67.4 
ZSEP
0%
$0 
ORCL Oracle Corporation
-8.47%
-$30,433.44 
XOM Exxon Mobil Corporation
-2.7%
-$101,175.2 
CVX Chevron Corporation
-2%
-$20,754.04 
MSFT Microsoft Corp.
-1.72%
-$16,453.45 
SCHW Charles Schwab Corporation
-0.72%
-$1,417.6 
META Meta Platforms Inc Class A
-0.47%
-$2,343.58 
WMT Walmart Inc.
-0.23%
-$638.4 
XLRE The Real Estate Select Sector SPDR Fund
-0.04%
-$114.28 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$22.72 Events
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Dividends
Dividend Analysis
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| Trades 1150 | Longs Won 840/1150 73% | Profit Factor 12.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $701,224.16 |
| Average Win $128,568.36 | Best Trade (Jun 11) $20.19M | Sharpe Ratio -7.24 |
| Average Loss -$28,101.91 | Worst Trade (Dec 30) -$2.7M | Z-Score 6.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $86,335.51 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
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Returns
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