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:
27.77%
Gain +0.9%
Monthly
0.83%
Yearly
10.37%
Drawdown
17.49%
$114.91M
Equity
Holdings
$114.91M
Investment
$105.24M
$132.03M
Profit +$1M
Realized
$122.36M
Unrealized
$9.67M
Dividends
$12.06M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$1M
Win %
58%
This Week
Compared To Last Week
Gain
1.84%
Profit
$2.07M
Win %
58%
This Month
Compared to last month
Gain
1.84%
Profit
$2.07M
Win %
58%
This Year
Compared to last year
Gain
2.21%
Profit
$2.48M
Win %
58%
AMZN Amazon.com Inc
+15.32%
+$601,958.55 
GOOGL Alphabet Inc
+6.73%
+$540,336.09 
MSFT Microsoft Corp.
+3.02%
+$159,299.4 
NVDA NVIDIA Corporation
+2.93%
+$230,153.25 
CVX Chevron Corporation
+2.35%
+$8,023 
ORLY O'Reilly Automotive Inc.
+2.28%
+$6,955.05 
CRM Salesforce Inc
+1.83%
+$3,028.64 
ORCL Oracle Corporation
+1.81%
+$34,975.71 
ACN Accenture plc Class A
+1.61%
+$12,821.3 
CMCSA Comcast Corp
+1.23%
+$14,605.41 
ADBE Adobe Inc.
+1.01%
+$12,650.45 
XLE Energy Select Sector SPDR Fund
+1%
+$3,056.2 
ADP Automatic Data Processing Inc.
+0.98%
+$13,519.75 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,309.87 
MCD McDonald's Corporation
+0.82%
+$2,811.61 
TSLA Tesla, Inc.
+0.76%
+$3,719.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,635.37 
PLTR Palantir Technologies Inc.
+0.65%
+$1,476 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$270.64 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$4,701.2 
PFE Pfizer Inc.
+0.4%
+$1,029.5 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,145.76 
AVGO Broadcom Inc.
+0.37%
+$4,497.12 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$2,656.8 
AZO AutoZone Inc.
+0.32%
+$6,088.68 
MRK Merck & Co., Inc.
+0.32%
+$1,155.82 
SMH VanEck Semiconductor ETF
+0.3%
+$1,295.86 
MKC-V McCormick & Company, Incorporated
+0.2%
+$2,114.2 
INTU Intuit Inc.
+0.18%
+$1,615.97 
FDS FactSet Research Systems Inc.
+0.07%
+$551.52 
BKLN Invesco Senior Loan ETF
+0.05%
+$2,895.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$151.04 
DFS Discover Financial Services
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
NVOX Defiance Daily Target 2x Long NVO ETF
-17.53%
-$7,915.61 
ABBV AbbVie Inc.
-2.51%
-$12,176.54 
ICE Intercontinental Exchange, Inc.
-2.42%
-$41,265.52 
NFLX Netflix, Inc.
-2%
-$4,263.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$24,689.33 
UNH UnitedHealth Group Incorporated
-1.68%
-$25,756.05 
GLD SPDR Gold Shares
-1.49%
-$4,968.07 
DPZ Domino's Pizza Inc.
-1.37%
-$2,635.88 
MNST Monster Beverage Corporation
-1.3%
-$39,424.61 
HSY The Hershey Company
-1.23%
-$23,517.81 
LLYX Defiance Daily Target 2X Long LLY ETF
-1.03%
-$349.7 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,373.27 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$8,257.7 
MA Mastercard Incorporated
-0.74%
-$6,706.51 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$30,759.12 
MSCI MSCI Inc.
-0.61%
-$8,998.5 
ACGL Arch Capital Group Ltd
-0.6%
-$3,053.66 
HD The Home Depot, Inc.
-0.42%
-$1,431.72 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$727.04 
CL Colgate-Palmolive Company
-0.33%
-$5,245.8 
FISV Fiserv, Inc.
-0.24%
-$993.33 
COST Costco Wholesale Corporation
-0.24%
-$4,172.35 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$939.34 
BKNG Booking Holdings Inc.
-0.18%
-$595.03 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$475.46 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,028.04 
XLF Financial Select Sector SPDR Fund
-0.1%
-$243.6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,855.46 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$430.98 
V Visa Inc. Class A
-0.04%
-$437.33 Events
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Dividends
Dividend Analysis
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| Trades 443 | Longs Won 269/443 60% | Profit Factor 7.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.73M |
| Average Win $563,337.56 | Best Trade (Dec 31) $77.49M | Sharpe Ratio -6.15 |
| Average Loss -$112,107.06 | Worst Trade (Dec 30) -$1.69M | Z-Score -1.58 (89.23%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $298,038.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.04% | 0.3% | 1.19% | 3.5% | 8.45% | 17.8% | 33.97% | 60.06% |
| Consecutive Losing Trades | 1,025 | 922 | 820 | 717 | 615 | 512 | 410 | 307 | 205 | 102 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $82.48M, Invesco S&P SmallCap 600 Revenue ETF - $14.1M, NVIDIA Corporation - $6.02M, 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 $12.06M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.74M, Invesco Senior Loan ETF - $1.51M, iShares Short Treasury Bond ETF - $667,435.42, 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.
