Sarah Schmidt Portfolio
Invests via Wellington Wealth Strategies, LLC. | Managed by Sarah Schmidt
Invests via Wellington Wealth Strategies, LLC.
Managed by Sarah Schmidt
Automatically Tracked
Sarah Schmidt Profile
Veteran growth investor and former operating executive focused on technology and fintech companies, with experience leading commercial strategy, product launches and M&A integration across public and private markets. Sarah Schmidt brings sector-driven deal sourcing, portfolio construction and board-level oversight to growth equity and late-stage venture investments.
Veteran growth investor and former operating executive focused on technology and fintech companies, with experience leading commercial strategy, product launches and M&A integration across public and private markets. Sarah Schmidt brings sector-driven deal sourcing, portfolio construction and board-level oversight to growth equity and late-stage venture investments.
Investment Philosophy & Strategy
Growth-oriented investor leveraging operating experience in technology and fintech to back late-stage venture and growth equity opportunities. Focuses on sector-driven deal sourcing, conviction-weighted portfolio construction and hands-on board oversight to accelerate commercial scale, product launches and M&A integration. Allocates patient capital to market leaders and category creators, applies operational KPIs and milestone-based follow-on discipline to manage downside and capture multi-year upside.
Growth-oriented investor leveraging operating experience in technology and fintech to back late-stage venture and growth equity opportunities. Focuses on sector-driven deal sourcing, conviction-weighted portfolio construction and hands-on board oversight to accelerate commercial scale, product launches and M&A integration. Allocates patient capital to market leaders and category creators, applies operational KPIs and milestone-based follow-on discipline to manage downside and capture multi-year upside.
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:
24.57%
Gain -0.23%
Monthly
0.78%
Yearly
9.79%
Drawdown
17.49%
$114.16M
Equity
Holdings
$114.16M
Investment
$105.24M
$131.28M
Profit -$297,611.2
Realized
$122.36M
Unrealized
$8.92M
Dividends
$12.39M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$297,611.2
Win %
53%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$164,718.36
Win %
53%
This Month
Compared to last month
Gain
0.26%
Profit
$289,938.92
Win %
53%
This Year
Compared to last year
Gain
1.53%
Profit
$1.72M
Win %
53%
ACN Accenture plc Class A
+5.98%
+$57,330 
FDS FactSet Research Systems Inc.
+5.07%
+$44,848.3 
ADBE Adobe Inc.
+3.56%
+$41,731.2 
CHKP Check Point Software Technologies Ltd.
+3.4%
+$33,256.01 
HD The Home Depot, Inc.
+3.39%
+$9,980.7 
CVX Chevron Corporation
+3.15%
+$11,466.5 
XLE Energy Select Sector SPDR Fund
+2.94%
+$9,634.8 
INTU Intuit Inc.
+2.71%
+$22,736.7 
NFLX Netflix, Inc.
+2.7%
+$5,489.6 
BKNG Booking Holdings Inc.
+2.63%
+$7,175 
MCD McDonald's Corporation
+2.6%
+$7,668 
ADP Automatic Data Processing Inc.
+2.55%
+$35,130.6 
PLTR Palantir Technologies Inc.
+2.4%
+$8,597.7 
AZO AutoZone Inc.
+2.23%
+$39,922.63 
ACGL Arch Capital Group Ltd
+1.85%
+$8,760.5 
DPZ Domino's Pizza Inc.
+1.83%
+$3,041.4 
ICE Intercontinental Exchange, Inc.
+1.8%
+$29,833.12 
MNST Monster Beverage Corporation
+1.8%
+$47,806.22 
MRSH Marsh & McLennan Companies, Inc.
+1.71%
+$3,879.4 
ORLY O'Reilly Automotive Inc.
+1.66%
+$4,893 
CRM Salesforce Inc
+1.4%
+$2,868.53 
FISV Fiserv, Inc.
+1.39%
+$4,813.83 
HSY The Hershey Company
+1.35%
+$23,302.08 
CMCSA Comcast Corp
+1.29%
+$13,598.14 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.24%
+$10,627.2 
MSCI MSCI Inc.
+1.19%
+$16,942.89 
CL Colgate-Palmolive Company
+1.04%
+$15,912.26 
XLF Financial Select Sector SPDR Fund
+0.9%
+$1,969.1 
V Visa Inc. Class A
+0.81%
+$9,434.48 
MA Mastercard Incorporated
+0.81%
+$7,290.36 
MKC-V McCormick & Company, Incorporated
+0.75%
+$7,399.7 
GLD SPDR Gold Shares
+0.74%
+$2,466.36 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.64%
+$1,181.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.63%
+$1,696.2 
COST Costco Wholesale Corporation
+0.61%
+$10,540.8 
VONV Vanguard Russell 1000 Value Index Fund
+0.45%
+$1,336.72 
ABBV AbbVie Inc.
+0.41%
+$2,070.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.27%
+$1,799.07 
ICSH iShares Short Treasury Bond ETF
+0.05%
+$2,110.7 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$287.3 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$1,284.78 
BKLN Invesco Senior Loan ETF
+0.02%
+$1,447.89 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$463.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.76 
DFS Discover Financial Services
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
ORCL Oracle Corporation
-5.58%
-$121,203.71 
AVGO Broadcom Inc.
-4.35%
-$51,123.51 
AMD Advanced Micro Devices, Inc.
-3.9%
-$67,280.96 
LLYX Defiance Daily Target 2X Long LLY ETF
-3.39%
-$1,170.15 
NVDA NVIDIA Corporation
-2.94%
-$281,745.93 
SMH VanEck Semiconductor ETF
-2.91%
-$14,476.95 
AMZN Amazon.com Inc
-2.25%
-$97,768.24 
IEMG iShares Core MSCI Emerging Markets ETF
-1.86%
-$37,132.22 
XLK State Street Technology Select Sector SPDR ETF
-1.79%
-$8,923.92 
UNH UnitedHealth Group Incorporated
-1.39%
-$19,052.89 
MSFT Microsoft Corp.
-1.35%
-$83,626.4 
VONG Vanguard Russell 1000 Growth Fund
-1.3%
-$3,933.64 
TSLA Tesla, Inc.
-0.74%
-$4,381.28 
GOOGL Alphabet Inc
-0.63%
-$53,143.87 
PFE Pfizer Inc.
-0.57%
-$1,647.2 
NVOX Defiance Daily Target 2x Long NVO ETF
-0.52%
-$123.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.41%
-$3,190.1 
IEFA iShares Core MSCI EAFE ETF
-0.35%
-$16,600.16 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$123.38 
MRK Merck & Co., Inc.
-0.28%
-$1,113.51 Events
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Dividends
Dividend Analysis
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| Trades 443 | Longs Won 265/443 59% | Profit Factor 7.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.73M |
| Average Win $572,162.48 | Best Trade (Dec 31) $77.49M | Sharpe Ratio -6.15 |
| Average Loss -$114,307.72 | Worst Trade (Dec 30) -$1.69M | Z-Score -1.13 (74.38%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $296,334.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.05% | 0.32% | 1.26% | 3.65% | 8.72% | 18.21% | 34.45% | 60.46% |
| Consecutive Losing Trades | 999 | 899 | 799 | 699 | 599 | 500 | 400 | 300 | 200 | 100 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 1,882 | $383,704.68 | $512,769.72 | - | $129,065.04 | 33.64% | +0.405% |
| ACGL Arch Capital Group Ltd | 5,006 | $560,071.28 | $480,976.48 | - | -$79,094.8 | -14.12% | +1.855% |
| ACN Accenture plc Class A | 4,875 | $1.68M | $1.02M | - | -$665,047.27 | -39.56% | +5.98% |
| ADBE Adobe Inc. | 5,040 | $2.61M | $1.21M | - | -$1.39M | -53.45% | +3.557% |
| ADP Automatic Data Processing Inc. | 5,220 | $1.51M | $1.41M | - | -$96,675.23 | -6.4% | +2.549% |
| AMD Advanced Micro Devices, Inc. | 2,672 | $438,421.76 | $1.66M | - | $1.22M | 278.28% | -3.899% |
| AMZN Amazon.com Inc | 16,684 | $3.11M | $4.24M | - | $1.13M | 36.3% | -2.255% |
| AVGO Broadcom Inc. | 3,123 | $552,935.99 | $1.12M | - | $571,781.23 | 103.41% | -4.348% |
| AZO AutoZone Inc. | 629 | $1.89M | $1.83M | - | -$62,434.54 | -3.3% | +2.23% |
| BKLN Invesco Senior Loan ETF | 289,578 | $6.08M | $5.93M | - | -$143,341.2 | -2.36% | +0.024% |
| BKNG Booking Holdings Inc. | 1,750 | $296,154.6 | $279,947.5 | - | -$16,207.1 | -5.47% | +2.63% |
| CHKP Check Point Software Technologies Ltd. | 7,507 | $1.45M | $1.01M | - | -$435,931.49 | -30.12% | +3.4% |
| CL Colgate-Palmolive Company | 17,486 | $1.53M | $1.54M | - | $6,469.32 | 0.42% | +1.043% |
| CMCSA Comcast Corp | 50,363.47 | $2.04M | $1.07M | - | -$971,390.59 | -47.63% | +1.289% |
| COST Costco Wholesale Corporation | 1,830 | $1.6M | $1.73M | - | $135,284.44 | 8.46% | +0.611% |
| CRM Salesforce Inc | 915 | $250,444.65 | $208,340.92 | - | -$42,103.73 | -16.81% | +1.396% |
| CVX Chevron Corporation | 1,775 | $257,091 | $375,607.75 | - | $118,516.75 | 46.1% | +3.149% |
| DFS Discover Financial Services | 1,397 | $265,584 | $265,584 | - | - | - | 0.0 |
| DPZ Domino's Pizza Inc. | 548 | $282,949.06 | $169,140.2 | - | -$113,808.86 | -40.22% | +1.831% |
| FDS FactSet Research Systems Inc. | 3,244 | $1.49M | $929,746.62 | - | -$560,514.38 | -37.61% | +5.068% |
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FAQ
Which stocks have generated the highest profits for Sarah Schmidt?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $82.49M, Invesco S&P SmallCap 600 Revenue ETF - $14.1M, NVIDIA Corporation - $6.03M, Meta Platforms Inc Class A - $4.1M, and Merck & Co., Inc - $2.72M. 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: Nicholas Fixed Income Alternative ETF - $1.8M, Adaptiv Select ETF - $1.68M, The Clorox Company - $390,493.04, Vanguard Mid-Cap ETF - $342,307.36, and Stem, Inc - $308,580.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Schmidt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.39M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.81M, Invesco Senior Loan ETF - $1.58M, iShares Short Treasury Bond ETF - $681,927.49, Invesco S&P SmallCap 600 Revenue ETF - $654,712.01, and iShares Core MSCI EAFE ETF - $654,379.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Schmidt's monthly returns?
Sarah Schmidt's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sarah Schmidt's strategy be considered aggressive or moderate?
Sarah Schmidt's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sarah Schmidt's strategy?
Sarah Schmidt's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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