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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:
50.73%
Gain +0.34%
Monthly
0.99%
Yearly
12.56%
Drawdown
11.46%
$78.4M
Equity
Holdings
$78.4M
Investment
$66.38M
$24.05M
Profit +$213,348.68
Realized
$12.03M
Unrealized
$12.02M
Dividends
$6.38M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$213,348.68
Win %
63%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$439,780.28
Win %
63%
This Month
Compared to last month
Gain
-0.46%
Profit
-$363,088.13
Win %
63%
This Year
Compared to last year
Gain
2.13%
Profit
$1.63M
Win %
66%
IAUX I-80 Gold Corp.
+3.7%
+$5,045.7 
VDE Vanguard Energy ETF
+2.73%
+$55,920.5 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.54%
+$111,971.5 
AEM Agnico Eagle Mines Limited
+2.21%
+$14,861.36 
AGI Alamos Gold Inc.
+2.03%
+$10,780.16 
NEM Newmont Corporation
+1.74%
+$8,289.76 
B BARRICK MINING CORP Common Stock (ABR0)
+1.7%
+$5,560.73 
COWZ Pacer US Cash Cows 100 ETF
+1.28%
+$28,611.69 
XLF Financial Select Sector SPDR Fund
+0.83%
+$14,664.98 
SGOL abrdn Physical Gold Shares ETF
+0.74%
+$7,212.01 
GLDM SPDR Gold MiniShares Trust
+0.74%
+$43,850.4 
TYA Simplify Intermediate Term Treasury ETF
+0.73%
+$17,392.64 
COST Costco Wholesale Corporation
+0.66%
+$1,567.18 
XLB Materials Select Sector SPDR Fund
+0.56%
+$9,525.17 
UTEN US Treasury 10 Year Note ETF
+0.43%
+$2,564.72 
XLC Communication Services Select Sector SPDR Fund
+0.4%
+$5,973 
RSBA Return Stacked Bonds & Managed Risk ETF
+0.35%
+$9,083.55 
WCPB Weitz Core Plus Bond ETF
+0.21%
+$16,202 
GDE WisdomTree Efficient Gold Plus
+0.15%
+$11,743.52 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$670.19 
DCRE DoubleLine Commercial Real Estate ETF
+0.04%
+$856.38 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$435.78 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$28.94 
VABS Virtus Newfleet ABS/MBS ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.59%
-$7,212.4 
XLK State Street Technology Select Sector SPDR ETF
-2.08%
-$36,557.75 
MSFT Microsoft Corp.
-1.85%
-$6,614.67 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.24%
-$34,592.85 
ORR Militia Long/Short Equity ETF
-0.59%
-$56,639.7 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
-0.33%
-$23,446 
DTAN Sparkline International Intangible Value ETF
-0.25%
-$3,103.37 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$956.12 Events
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Dividends
Dividend Analysis
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| Trades 391 | Longs Won 266/391 68% | Profit Factor 9.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,100.48 |
| Average Win $101,591.37 | Best Trade (Oct 07) $2.11M | Sharpe Ratio -16.89 |
| Average Loss -$23,766.77 | Worst Trade (Oct 07) -$672,157.98 | Z-Score -1.93 (97.24%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $61,515.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEM Agnico Eagle Mines Limited | 3,720 | $221,898 | $685,912.16 | - | $464,014.16 | 209.11% | +2.215% |
| AGI Alamos Gold Inc. | 16,844 | $248,449 | $541,871.48 | - | $293,422.48 | 118.1% | +2.03% |
| B BARRICK MINING CORP Common Stock (ABR0) | 8,362 | $274,022.74 | $333,183.89 | - | $59,161.15 | 21.59% | +1.697% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 3,180 | $316,286.28 | $315,246.44 | - | -$1,039.84 | -0.33% | +0.009% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 23,903 | $2.8M | $2.83M | - | $34,898.4 | 1.25% | -0.034% |
| CLIP Global X 1-3 Month T-Bill ETF | 21,787 | $2.19M | $2.18M | - | -$5,619.12 | -0.26% | +0.02% |
| COST Costco Wholesale Corporation | 254 | $216,080.11 | $240,898.68 | - | $24,818.57 | 11.49% | +0.655% |
| COWZ Pacer US Cash Cows 100 ETF | 32,887 | $1.68M | $2.26M | - | $579,329.73 | 34.56% | +1.285% |
| DCRE DoubleLine Commercial Real Estate ETF | 43,034 | $2.23M | $2.19M | - | -$43,516.19 | -1.95% | +0.039% |
| DTAN Sparkline International Intangible Value ETF | 37,846 | $1.01M | $1.23M | - | $217,070.25 | 21.53% | -0.253% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2,774 | $283,780.2 | $271,519.12 | - | -$12,261.08 | -4.32% | -2.588% |
| GDE WisdomTree Efficient Gold Plus | 123,616 | $5.88M | $7.89M | - | $2.02M | 34.31% | +0.149% |
| GLDM SPDR Gold MiniShares Trust | 73,084 | $2.69M | $5.97M | - | $3.28M | 121.73% | +0.74% |
| IAUX I-80 Gold Corp. | 91,740 | $99,079.2 | $141,279.6 | - | $42,200.4 | 42.59% | +3.704% |
| MSFT Microsoft Corp. | 676 | $230,653.84 | $351,503.1 | - | $120,849.26 | 52.39% | -1.847% |
| NEM Newmont Corporation | 4,208 | $203,162.24 | $486,066.08 | - | $282,903.84 | 139.25% | +1.735% |
| ORR Militia Long/Short Equity ETF | 251,732 | $7.43M | $9.57M | - | $2.15M | 28.89% | -0.588% |
| RSBA Return Stacked Bonds & Managed Risk ETF | 129,765 | $2.69M | $2.59M | - | -$103,339.98 | -3.84% | +0.352% |
| RSST Return Stacked U.S. Stocks & Managed Futures ETF | 76,873 | $1.82M | $2.75M | - | $925,687.32 | 50.73% | -1.242% |
| SGOL abrdn Physical Gold Shares ETF | 24,869 | $478,401.63 | $977,724.73 | - | $499,323.1 | 104.37% | +0.743% |
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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 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 - $1.24M. 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 - $55,451.65, 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 $6.38M 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 - $520,746.1, Simplify Intermediate Term Treasury ETF - $450,311.6, 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.
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