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:
30.94%
Gain
Monthly
0.8%
Yearly
10.08%
Drawdown
17.6%
$111.74M
Equity
Holdings
$111.74M
Investment
$105.45M
$123.91M
Profit -$937.31
Realized
$117.42M
Unrealized
$6.5M
Dividends
$11.51M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$937.31
Win %
60%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$937.31
Win %
60%
This Month
Compared to last month
Gain
-2.88%
Profit
-$3.32M
Win %
60%
This Year
Compared to last year
Gain
-0.62%
Profit
-$695,219.67
Win %
60%
AMD Advanced Micro Devices, Inc.
+4.73%
+$61,776.64 
DPZ Domino's Pizza Inc.
+3.72%
+$6,367.75 
CMCSA Comcast Corp
+2.21%
+$26,692.64 
FDS FactSet Research Systems Inc.
+1.91%
+$14,662.88 
TSLA Tesla, Inc.
+1.82%
+$11,473.28 
SMH VanEck Semiconductor ETF
+1.73%
+$8,355.46 
ACN Accenture plc Class A
+1.65%
+$13,455 
XLF Financial Select Sector SPDR Fund
+1.37%
+$2,923.2 
FISV Fiserv, Inc.
+1.36%
+$5,501.51 
ABBV AbbVie Inc.
+1.32%
+$5,570.72 
AZO AutoZone Inc.
+1.12%
+$21,813.68 
ICE Intercontinental Exchange, Inc.
+1.11%
+$16,876.4 
V Visa Inc. Class A
+1.05%
+$10,434.23 
ORLY O'Reilly Automotive Inc.
+1.02%
+$3,215.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$2,782.56 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$2,441.49 
MNST Monster Beverage Corporation
+0.87%
+$24,834.43 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$3,930.46 
BKNG Booking Holdings Inc.
+0.82%
+$2,362.5 
MSCI MSCI Inc.
+0.81%
+$12,366.51 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$7,056.56 
CVX Chevron Corporation
+0.75%
+$2,484.98 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,227.4 
UNH UnitedHealth Group Incorporated
+0.73%
+$10,819.71 
HD The Home Depot, Inc.
+0.73%
+$2,451.4 
MA Mastercard Incorporated
+0.71%
+$5,475.66 
COST Costco Wholesale Corporation
+0.68%
+$12,187.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$12,174.5 
ACGL Arch Capital Group Ltd
+0.58%
+$2,653.18 
GOOGL Alphabet Inc
+0.53%
+$45,929.77 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$222.88 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$3,861.7 
HSY The Hershey Company
+0.45%
+$8,846.16 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$691.12 
ADP Automatic Data Processing Inc.
+0.2%
+$2,296.85 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$8,788.32 
NVDA NVIDIA Corporation
+0.16%
+$12,898.24 
PFE Pfizer Inc.
+0.15%
+$411.8 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$297.31 
MSFT Microsoft Corp.
+0.1%
+$4,678.28 
CL Colgate-Palmolive Company
+0.07%
+$1,049.16 
GLD SPDR Gold Shares
+0.06%
+$194.48 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$4,015.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$151.04 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$856.52 
ORCL Oracle Corporation
+0.02%
+$454.08 
MCD McDonald's Corporation
+0.01%
+$51.13 
DFS Discover Financial Services
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$74,491.18 
LLYX Defiance Daily Target 2X Long LLY ETF
-4.8%
-$1,694.7 
PLTR Palantir Technologies Inc.
-2.36%
-$5,701.05 
MRK Merck & Co., Inc.
-1.42%
-$4,820.48 
MKC-V McCormick & Company, Incorporated
-1.31%
-$13,742.3 
AMZN Amazon.com Inc
-1.23%
-$49,384.47 
NFLX Netflix, Inc.
-1.14%
-$2,715.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$7,970.44 
AVGO Broadcom Inc.
-0.91%
-$10,930.51 
NVOX Defiance Daily Target 2x Long NVO ETF
-0.66%
-$222.97 
CRM Salesforce Inc
-0.34%
-$512.4 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$181.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$514.02 
INTU Intuit Inc.
-0.07%
-$510.27 
BKLN Invesco Senior Loan ETF
-0.05%
-$2,895.78 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$287.3 Events
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Dividends
Dividend Analysis
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| Trades 443 | Longs Won 189/443 42% | Profit Factor 9.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.73M |
| Average Win $735,563.67 | Best Trade (Dec 31) $77.49M | Sharpe Ratio -8.52 |
| Average Loss -$59,481.53 | Worst Trade (Jun 14) -$1.58M | Z-Score -11.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $279,713.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.08% | 0.49% | 1.74% | 4.67% | 10.45% | 20.66% | 37.28% | 62.76% |
| Consecutive Losing Trades | 1,880 | 1,692 | 1,504 | 1,316 | 1,128 | 940 | 752 | 564 | 376 | 188 |
Hover over the desired column for a detailed explanation.
Returns
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