RS
Rebecca Stapp Portfolio
Invests via Stapp Wealth Management, Pllc | Managed by Rebecca (Becky) Stapp, Gregory T. Stapp, Thomas Stapp
Invests via Stapp Wealth Management, Pllc
Managed by Rebecca (Becky) Stapp, Gregory T. Stapp, Thomas Stapp
Automatically Tracked
Rebecca Stapp Profile
A seasoned entrepreneur and strategic thinker, Rebecca Stapp has significantly influenced the tech landscape through her leadership in innovative startups. With a rich background in driving product development and market expansion, she is well-regarded for cultivating disruptive technologies that address critical industry needs. Stapp’s expertise lies at the intersection of technology commercialization and user experience enhancement, enabling companies to scale effectively while adapting to ever-changing market demands. Her involvement with numerous emerging businesses showcases a keen ability to identify growth opportunities and foster sustainable practices within the sector.
A seasoned entrepreneur and strategic thinker, Rebecca Stapp has significantly influenced the tech landscape through her leadership in innovative startups. With a rich background in driving product development and market expansion, she is well-regarded for cultivating disruptive technologies that address critical industry needs. Stapp’s expertise lies at the intersection of technology commercialization and user experience enhancement, enabling companies to scale effectively while adapting to ever-changing market demands. Her involvement with numerous emerging businesses showcases a keen ability to identify growth opportunities and foster sustainable practices within the sector.
Investment Philosophy & Strategy
Analyzing the tech landscape reveals distinct opportunities shaped by emerging trends. Rebecca Stapp applies her entrepreneurial acumen to identify and harness potential market shifts, driving product innovation that aligns with user needs. Her strategic foresight equips companies to navigate complex industry dynamics while optimizing growth trajectories. Focused on creating scalable solutions, she champions collaboration among startups poised for transformation and disruption. This commitment extends beyond mere financial returns; it emphasizes a holistic approach to sustainable development in technology ecosystems.
Analyzing the tech landscape reveals distinct opportunities shaped by emerging trends. Rebecca Stapp applies her entrepreneurial acumen to identify and harness potential market shifts, driving product innovation that aligns with user needs. Her strategic foresight equips companies to navigate complex industry dynamics while optimizing growth trajectories. Focused on creating scalable solutions, she champions collaboration among startups poised for transformation and disruption. This commitment extends beyond mere financial returns; it emphasizes a holistic approach to sustainable development in technology ecosystems.
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:
31%
Gain +0.9%
Monthly
0.76%
Yearly
9.49%
Drawdown
8.04%
$78.98M
Equity
Holdings
$78.98M
Investment
$66.35M
$24.31M
Profit +$809,791.55
Realized
$11.68M
Unrealized
$12.63M
Dividends
$6.02M
Goals
Avg. 21.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$809,791.55
Win %
69%
This Week
Compared To Last Week
Gain
1.04%
Profit
$809,791.55
Win %
69%
This Month
Compared to last month
Gain
-0.47%
Profit
-$371,133.6
Win %
69%
This Year
Compared to last year
Gain
-11.48%
Profit
-$8.81M
Win %
69%
AGI Alamos Gold Inc.
+6.33%
+$37,562.12 
IAUX I-80 Gold Corp.
+5.74%
+$7,797.9 
NEM Newmont Corporation
+5.26%
+$22,176.16 
AEM Agnico Eagle Mines Limited
+5.25%
+$31,731.6 
B BARRICK MINING CORP Common Stock (ABR0)
+3.84%
+$12,919.29 
GDE WisdomTree Efficient Gold Plus
+3.67%
+$281,783.21 
SGOL abrdn Physical Gold Shares ETF
+2.61%
+$26,181.43 
GLDM SPDR Gold MiniShares Trust
+2.59%
+$156,468.24 
MSFT Microsoft Corp.
+2.27%
+$6,009.65 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+2.11%
+$50,932.49 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
+1.96%
+$146,231.36 
ORR Militia Long/Short Equity ETF
+1.95%
+$173,284.74 
XLB Materials Select Sector SPDR Fund
+0.9%
+$16,224.87 
VPU Vanguard Utilities ETF
+0.67%
+$10,064.12 
XLF Financial Select Sector SPDR Fund
+0.51%
+$8,948.07 
DTAN Sparkline International Intangible Value ETF
+0.39%
+$4,622.01 
TYA Simplify Intermediate Term Treasury ETF
+0.36%
+$9,865.83 
RSBA Return Stacked Bonds & Managed Risk ETF
+0.17%
+$4,459.38 
WCPB Weitz Core Plus Bond ETF
+0.12%
+$9,633.45 
UTEN US Treasury 10 Year Note ETF
+0.12%
+$741.25 
VABS Virtus Newfleet ABS/MBS ETF
+0.06%
+$1,388.65 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$468.19 
DCRE DoubleLine Commercial Real Estate ETF
+0.04%
+$846.78 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$31.8 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$647.01 
Events
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Dividends
Dividend Analysis
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| Trades 369 | Longs Won 187/369 50% | Profit Factor 13.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,327 |
| Average Win $140,697.88 | Best Trade (Jun 15) $2.31M | Sharpe Ratio -26.12 |
| Average Loss -$10,981.3 | Worst Trade (Jun 15) -$526,839.46 | Z-Score -6.67 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $65,885.93 |
| 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 | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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