SM
Sarah Moore Portfolio
Invests via BOS Asset Management LLC | Managed by Sarah Moore
Invests via BOS Asset Management LLC
Managed by Sarah Moore
Automatically Tracked
Sarah Moore Profile
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Investment Philosophy & Strategy
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
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:
69.91%
Gain +0.88%
Monthly
1.47%
Yearly
19.14%
Drawdown
19.14%
$419.11M
Equity
Holdings
$419.11M
Investment
$332.82M
$104.48M
Profit +$2.54M
Realized
$18.19M
Unrealized
$86.29M
Dividends
$23.62M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$2.54M
Win %
78%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.6M
Win %
78%
This Month
Compared to last month
Gain
-1.65%
Profit
-$7.01M
Win %
78%
This Year
Compared to last year
Gain
-1.7%
Profit
-$7.23M
Win %
77%
MU Micron Technology, Inc.
+7.09%
+$219,336.45 
SPCX Space Exploration Technologies Corp. Class A
+6.92%
+$26,942.5 
INTC Intel Corporation
+5.71%
+$91,636.67 
AMD Advanced Micro Devices, Inc.
+5.41%
+$102,994.4 
SLV iShares Silver Trust
+4.63%
+$51,915.28 
SIVR abrdn Physical Silver Shares ETF
+4.61%
+$30,541.55 
HPE Hewlett Packard Enterprise Company
+4.42%
+$12,202.18 
KLAC KLA Corporation
+3.87%
+$74,538.84 
LRCX Lam Research Corporation
+3.75%
+$62,153.95 
TSLA Tesla, Inc.
+3.54%
+$20,807.42 
GM General Motors Company
+3.52%
+$20,499.18 
ORCL Oracle Corporation
+3.45%
+$33,423.63 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$23,717.14 
FDX FedEx Corporation
+3.37%
+$8,053.49 
GDX VanEck Gold Miners ETF
+3.37%
+$7,276.64 
TXN Texas Instruments Inc
+2.91%
+$11,324.46 
FWD AB Disruptors ETF
+2.87%
+$207,316.35 
B BARRICK MINING CORP Common Stock (ABR0)
+2.87%
+$85,224 
CEF Sprott Physical Gold and Silver Trust
+2.8%
+$46,737.08 
XME SPDR S&P Metals & Mining ETF
+2.7%
+$37,456.32 
C Citigroup Inc.
+2.59%
+$14,701.95 
TTE TotalEnergies SE
+2.5%
+$13,105.76 
IEMG iShares Core MSCI Emerging Markets ETF
+2.31%
+$4,821.28 
CAT Caterpillar Inc.
+2.31%
+$101,153.5 
AIQ Global X Artificial Intelligence & Technology ETF
+2.21%
+$22,322.4 
VPL Vanguard FTSE Pacific ETF
+2.2%
+$6,804.42 
GS The Goldman Sachs Group, Inc.
+2.11%
+$5,664.2 
IDE Voya Infrastructure, Industrials and Materials Fund
+2.03%
+$2,700 
DFEV Dimensional Emerging Markets Value ETF
+2.02%
+$18,837.81 
F Ford Motor Company
+1.89%
+$8,850.2 
FLJP Franklin FTSE Japan ETF
+1.85%
+$6,276.27 
HWM Howmet Aerospace Inc.
+1.8%
+$4,281.51 
VGT Vanguard Information Technology ETF
+1.77%
+$29,249.52 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.69%
+$6,879.38 
ICVT iShares Convertible Bond ETF
+1.65%
+$4,198.04 
GLD SPDR Gold Shares
+1.56%
+$35,227.64 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$14,526.9 
DLR Digital Realty Trust, Inc.
+1.54%
+$3,390.21 
FSK FS KKR Capital Corp.
+1.47%
+$2,017.6 
SGOL abrdn Physical Gold Shares ETF
+1.47%
+$31,336.48 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$10,291.9 
XOM Exxon Mobil Corporation
+1.4%
+$34,068.32 
AVGO Broadcom Inc.
+1.38%
+$30,389.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$70,868.38 
LLY Eli Lilly and Company
+1.36%
+$100,409.48 
SCHF Schwab International Equity ETF
+1.34%
+$4,312.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.32%
+$48,606.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$2,681.05 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.28%
+$3,925.26 
RTX RTX Corporation
+1.26%
+$2,941.09 
QCOM QUALCOMM Incorporated
+1.26%
+$3,025.96 
BBDC Barings BDC Inc.
+1.25%
+$1,054.72 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.25%
+$22,805.62 
GEV GE Vernova Inc.
+1.23%
+$9,474.74 
MRK Merck & Co., Inc.
+1.2%
+$7,377.82 
FNDF Schwab Fundamental International Large Company Index ETF
+1.19%
+$8,966.87 
IEFA iShares Core MSCI EAFE ETF
+1.13%
+$2,366.28 
CSCO Cisco Systems, Inc.
+1.11%
+$16,869.47 
JPM JPMorgan Chase & Co.
+1.06%
+$51,811.2 
ETN Eaton Corporation plc
+1.05%
+$3,527.87 
ABBV AbbVie Inc.
+1.03%
+$2,258.44 
DFAI Dimensional International Core Equity Market ETF
+1%
+$9,585.37 
MSIF MSC Income Fund Inc.
+0.98%
+$6,081.9 
NVDA NVIDIA Corporation
+0.97%
+$74,794.12 
VT Vanguard Total World Stock ETF
+0.96%
+$5,453.84 
DFIV Dimensional International Value ETF
+0.96%
+$5,717.64 
DFIC Dimensional International Core Equity Market ETF
+0.96%
+$3,864.89 
IUSG iShares Core S&P U.S. Growth ETF
+0.92%
+$103,245.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$5,525.82 
BAC Bank of America Corporation
+0.89%
+$5,079.29 
IWM iShares Russell 2000 ETF
+0.85%
+$3,935 
GE General Electric Company
+0.85%
+$8,215.7 
COP ConocoPhillips
+0.85%
+$1,944.32 
IGLD FT Vest Gold Strategy Target Fund
+0.83%
+$6,071.55 
VGK Vanguard FTSE Europe ETF
+0.82%
+$4,806 
VUG Vanguard Growth ETF
+0.81%
+$8,052.3 
GD General Dynamics Corporation
+0.75%
+$9,103.41 
IDHQ Invesco S&P International Developed Quality ETF
+0.71%
+$73,019.44 
FSCO FS Credit Opportunities Corp.
+0.71%
+$1,173.8 
DFAW Dimensional World Equity ETF
+0.68%
+$4,821.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$16,234.49 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.67%
+$3,359.79 
IVV iShares Core S&P 500 ETF
+0.66%
+$33,211.62 
BX Blackstone Inc.
+0.66%
+$1,786.86 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$103,790.85 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$2,152.95 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$1,999.54 
VOO Vanguard S&P 500 ETF
+0.62%
+$2,286.02 
VB Vanguard Small-Cap ETF
+0.6%
+$20,683.6 
DFAU Dimensional US Core Equity Market ETF
+0.6%
+$1,537.6 
VO Vanguard Mid-Cap ETF
+0.6%
+$11,907.23 
ISPY ProShares S&P High Income ETF
+0.58%
+$3,931.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$58,060.89 
JNJ Johnson & Johnson
+0.57%
+$2,637.56 
VHT Vanguard Health Care ETF
+0.57%
+$2,657.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$3,406.99 
DFLV Dimensional US Large Cap Value ETF
+0.56%
+$85,877.77 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$2,881.34 
MDY SPDR S&P MidCap 400 ETF Trust
+0.55%
+$1,139.28 
IALT iShares Systematic Alternatives Active ETF
+0.54%
+$3,196.21 
EWU iShares MSCI United Kingdom ETF
+0.53%
+$1,235.54 
OEF iShares S&P 100 ETF
+0.53%
+$2,136.52 
DFAS Dimensional U.S. Small Cap ETF
+0.51%
+$1,642.05 
VTV Vanguard Value ETF
+0.5%
+$11,242.8 
IGD Voya Global Equity Dividend Fund
+0.49%
+$969.05 
XLB Materials Select Sector SPDR Fund
+0.49%
+$9,443.56 
DFSV Dimensional US Small Cap Value ETF
+0.48%
+$59,634.92 
SUSL iShares ESG MSCI USA Leaders ETF
+0.47%
+$1,766.28 
IDV iShares International Select Dividend ETF
+0.47%
+$1,141 
SCHW Charles Schwab Corporation
+0.44%
+$1,465.65 
VDE Vanguard Energy ETF
+0.42%
+$2,152.95 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.37%
+$4,536.62 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$1,026.98 
DVN Devon Energy Corporation
+0.33%
+$6,664.78 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.33%
+$658.4 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$7,180.94 
XLE Energy Select Sector SPDR Fund
+0.28%
+$17,989.92 
DFAT Dimensional US Targeted Value ETF
+0.27%
+$4,578.81 
VNQ Vanguard Real Estate ETF
+0.25%
+$12,746.12 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.24%
+$15,452.89 
SIXH ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
+0.24%
+$688.34 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.23%
+$12,018.84 
EXPE Expedia Group, Inc.
+0.2%
+$414.97 
CVX Chevron Corporation
+0.19%
+$3,238.64 
BAC-PL Bank of America Corporation
+0.17%
+$1,341.96 
DBA Invesco DB Agriculture Fund
+0.16%
+$381.69 
DGRO iShares Core Dividend Growth ETF
+0.15%
+$2,135.32 
DE Deere & Company
+0.15%
+$374.96 
META Meta Platforms Inc Class A
+0.15%
+$2,500.45 
IHD Voya Emerging Markets High Dividend Equity Fund
+0.14%
+$313 
GRMN Garmin Ltd.
+0.13%
+$723.22 
VONV Vanguard Russell 1000 Value Index Fund
+0.13%
+$353.64 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.12%
+$319.44 
PFF iShares Preferred and Income Securities ETF
+0.12%
+$5,836.7 
T AT&T Inc.
+0.11%
+$769.33 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.1%
+$570.65 
NFLX Netflix, Inc.
+0.09%
+$308.88 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$91.55 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$6,219.1 
BINC iShares Flexible Income Active ETF
+0.02%
+$738.91 
AAPL Apple Inc.
+0.02%
+$1,752.78 
BPRE
0%
$0 
FSSL
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
TPLC Timothy Plan US Large/Mid Cap Core ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YEAR AB Ultra Short Income ETF
0%
$0 
PFG Principal Financial Group, Inc.
-2.46%
-$5,208.12 
RSG Republic Services, Inc.
-2.21%
-$13,178.22 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$4,471.56 
CL Colgate-Palmolive Company
-1.38%
-$11,046.46 
OKE ONEOK, Inc.
-1.25%
-$4,678.64 
BHF Brighthouse Financial Inc.
-1.16%
-$3,096.75 
AJG Arthur J. Gallagher & Co.
-1.13%
-$2,605.96 
MCD McDonald's Corporation
-1.11%
-$6,153.84 
PG Procter & Gamble Co
-1.09%
-$7,005.74 
HD The Home Depot, Inc.
-1.08%
-$13,911.06 
WMT Walmart Inc.
-1.03%
-$8,794.17 
KR Kroger Co.
-1.03%
-$4,995 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-1.01%
-$3,705.66 
LOW Lowe's Companies Inc.
-0.99%
-$2,273.6 
AMZN Amazon.com Inc
-0.98%
-$16,495.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.76%
-$50,229 
SO The Southern Company
-0.74%
-$3,812.9 
COST Costco Wholesale Corporation
-0.73%
-$5,000.49 
GOOG Alphabet Inc
-0.72%
-$3,271.53 
MA Mastercard Incorporated
-0.72%
-$5,834.15 
IBM International Business Machines Corporation
-0.72%
-$2,975.85 
GOOGL Alphabet Inc
-0.72%
-$6,320.13 
ES Eversource Energy
-0.59%
-$7,054.57 
URI United Rentals, Inc.
-0.53%
-$3,640.4 
LIN Linde plc
-0.52%
-$1,602.63 
WFC-PL Wells Fargo & Company
-0.46%
-$3,592.48 
UNM Unum Group
-0.45%
-$3,273.2 
UNP Union Pacific Corporation
-0.41%
-$1,010.16 
IDU iShares U.S. Utilities ETF
-0.35%
-$7,239.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$904.02 
VZ Verizon Communications Inc.
-0.33%
-$4,778.77 
AMLP Alerian MLP ETF
-0.32%
-$4,571.87 
TLH iShares 10-20 Year Treasury Bond ETF
-0.3%
-$1,887.03 
MSFT Microsoft Corp.
-0.28%
-$8,146.29 
KO The Coca-Cola Company
-0.27%
-$955.35 
PLTR Palantir Technologies Inc.
-0.27%
-$860.39 
XHB SPDR S&P Homebuilders ETF
-0.26%
-$540.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$42,887.34 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$2,568.02 
LNC Lincoln National Corporation
-0.24%
-$1,229.7 
MBB iShares MBS ETF
-0.23%
-$3,736.05 
VPU Vanguard Utilities ETF
-0.21%
-$1,503.96 
GTO Invesco Total Return Bond ETF
-0.19%
-$14,644.44 
SYSB iShares Systematic Bond ETF
-0.19%
-$1,066.89 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$3,396.99 
FBND Fidelity Total Bond ETF
-0.14%
-$10,625.35 
USB U.S. Bancorp
-0.13%
-$7,242.72 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$5,447.53 
ABT Abbott Laboratories
-0.12%
-$302.52 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.12%
-$246.03 
TIP iShares TIPS Bond ETF
-0.08%
-$893.01 
EPD Enterprise Products Partners L.P.
-0.08%
-$191.25 
EVSD Eaton Vance Short Duration Income Fund
-0.06%
-$181.14 
SOVF Sovereign's Capital Flourish Fund
-0.05%
-$765.03 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$75.27 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$89.54 Events
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Dividends
Dividend Analysis
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| Trades 1854 | Longs Won 1357/1854 73% | Profit Factor 11.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $298,970.14 |
| Average Win $84,205.69 | Best Trade (Jul 22) $6.63M | Sharpe Ratio -10.79 |
| Average Loss -$19,684.56 | Worst Trade (Jul 30) -$1.54M | Z-Score 19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $56,355.93 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Sarah Moore?
The largest contributions to the portfolio's profits come from the following stocks: AB Ultra Short Income ETF - $4.64M, iShares Core S&P 500 ETF - $2.14M, SPDR S&P 500 ETF Trust - $1.93M, NVIDIA Corporation - $1.68M, and Micron Technology, Inc - $1.56M. 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: Clearwater Paper Corporation - $251,528.04, Meritage Homes Corporation - $198,425.2, Pfizer Inc - $193,095.13, Taiwan Semiconductor Manufacturing Company Limited - $121,759.25, and Owens Corning - $119,026.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.62M earned over time. The largest contributors to dividend income include AB Ultra Short Income ETF - $4.6M, iShares 20+ Year Treasury Bond ETF - $1.94M, iShares Preferred and Income Securities ETF - $1.06M, U.S. Bancorp - $676,754.6, and JPMorgan Ultra-Short Income ETF - $652,950.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Moore's monthly returns?
Sarah Moore'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 Sarah Moore's strategy be considered aggressive or moderate?
Sarah Moore'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 Sarah Moore's strategy?
Sarah Moore'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.
