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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:
47.03%
Gain +1.11%
Monthly
1.05%
Yearly
13.37%
Drawdown
11.46%
$78.77M
Equity
Holdings
$78.77M
Investment
$66.38M
$24.43M
Profit +$810,867.13
Realized
$12.03M
Unrealized
$12.4M
Dividends
$6.19M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$810,867.13
Win %
68%
This Week
Compared To Last Week
Gain
1.76%
Profit
$1.36M
Win %
68%
This Month
Compared to last month
Gain
1.76%
Profit
$1.36M
Win %
68%
This Year
Compared to last year
Gain
2.62%
Profit
$2.01M
Win %
69%
MSFT Microsoft Corp.
+3.02%
+$9,207.11 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$22,534.5 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$59,265.02 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$31,210.44 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,607.56 
VDE Vanguard Energy ETF
+1.02%
+$19,485.7 
ORR Militia Long/Short Equity ETF
+0.65%
+$62,933 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
+0.65%
+$45,016.32 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$4,275.31 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$1,673.21 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$653.61 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$63.6 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$215.17 
IAUX I-80 Gold Corp.
-3.73%
-$4,587 
AEM Agnico Eagle Mines Limited
-3.63%
-$20,385.6 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$8,111.14 
XLB Materials Select Sector SPDR Fund
-2.34%
-$41,910.77 
NEM Newmont Corporation
-2.14%
-$8,626.4 
AGI Alamos Gold Inc.
-2.01%
-$9,601.08 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$86,969.96 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$14,175.33 
DTAN Sparkline International Intangible Value ETF
-0.74%
-$9,347.96 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$19,566.72 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$54,391.29 
RSBA Return Stacked Bonds & Managed Risk ETF
-0.53%
-$14,274.15 
UTEN US Treasury 10 Year Note ETF
-0.39%
-$2,460.95 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$28,515.84 
COST Costco Wholesale Corporation
-0.24%
-$579.11 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,315.41 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,977.3 
VABS Virtus Newfleet ABS/MBS ETF
-0.08%
-$1,874.02 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$133.8 Events
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Dividends
Dividend Analysis
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| Trades 391 | Longs Won 270/391 69% | Profit Factor 10.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,490.26 |
| Average Win $100,251.67 | Best Trade (Aug 07) $2.45M | Sharpe Ratio -15 |
| Average Loss -$21,803.56 | Worst Trade (Aug 02) -$513,330.48 | Z-Score 0.52 (39.72%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $62,480.1 |
| 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 | 3,610 | 3,249 | 2,888 | 2,527 | 2,166 | 1,805 | 1,444 | 1,083 | 722 | 361 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Rebecca Stapp?
The largest contributions to the portfolio's profits come from the following stocks: abrdn Physical Gold Shares ETF - $3.23M, WisdomTree Floating Rate Treasury Fund - $1.68M, SPDR Gold MiniShares Trust - $1.67M, Vanguard Financials ETF (primary ticker: VFH) - $1.39M, and Vanguard Energy ETF - $1.23M. 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: Occidental Petroleum Corporation - $276,623.41, Crispr Therapeutics AG - $94,449.11, SPDR S&P North American Natural Resources ETF - $61,139.85, Newmont Corporation - $56,545.73, and Fidelity MSCI Information Technology Index ETF - $39,067.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rebecca Stapp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.19M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.66M, SPDR DoubleLine Total Return Tactical ETF - $1.1M, Global X 1-3 Month T-Bill ETF - $513,992.13, Simplify Intermediate Term Treasury ETF - $422,048.56, and WisdomTree Efficient Gold Plus - $368,585.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rebecca Stapp's monthly returns?
Rebecca Stapp'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 Rebecca Stapp's strategy be considered aggressive or moderate?
Rebecca Stapp'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 Rebecca Stapp's strategy?
Rebecca Stapp's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
