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Becki Goebel Portfolio
Invests via TCP Asset Management LLC | Managed by Philip Bervig, Scott Thomas
Invests via TCP Asset Management LLC
Managed by Philip Bervig, Scott Thomas
Automatically Tracked
Becki Goebel Profile
With a robust foundation in strategic leadership, Becki Goebel has cultivated an impressive career focused on advancing operational efficiencies and driving revenue growth. Her expertise spans various sectors, particularly in corporate finance and business development, where she has consistently identified pathways for innovation and competitive advantage. Through her influential roles at leading organizations, she has developed a reputation for fostering collaborative environments that prioritize results and client satisfaction. As she continues to explore new opportunities within the investment landscape, her insights into market dynamics position her as a valuable asset among decision-makers aiming to enhance performance.
With a robust foundation in strategic leadership, Becki Goebel has cultivated an impressive career focused on advancing operational efficiencies and driving revenue growth. Her expertise spans various sectors, particularly in corporate finance and business development, where she has consistently identified pathways for innovation and competitive advantage. Through her influential roles at leading organizations, she has developed a reputation for fostering collaborative environments that prioritize results and client satisfaction. As she continues to explore new opportunities within the investment landscape, her insights into market dynamics position her as a valuable asset among decision-makers aiming to enhance performance.
Investment Philosophy & Strategy
In the realm of investment strategy, Becki Goebel is driven by a keen understanding of operational improvement and an entrepreneurial mindset. Leveraging her extensive experience in corporate finance, she identifies high-impact opportunities that promise sustainable growth and market differentiation. With a focus on cultivating strategic partnerships and implementing innovative practices, she aims to navigate complexities in the investment landscape effectively. This approach fosters resilience against market fluctuations while supporting long-term value creation for stakeholders. Her analytical acumen complements her commitment to aligning organizational goals with evolving industry dynamics.
In the realm of investment strategy, Becki Goebel is driven by a keen understanding of operational improvement and an entrepreneurial mindset. Leveraging her extensive experience in corporate finance, she identifies high-impact opportunities that promise sustainable growth and market differentiation. With a focus on cultivating strategic partnerships and implementing innovative practices, she aims to navigate complexities in the investment landscape effectively. This approach fosters resilience against market fluctuations while supporting long-term value creation for stakeholders. Her analytical acumen complements her commitment to aligning organizational goals with evolving industry dynamics.
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:
122.9%
Gain -1.27%
Monthly
2.04%
Yearly
27.39%
Drawdown
25.42%
$883M
Equity
Holdings
$883M
Investment
$688.54M
$213.12M
Profit -$4.75M
Realized
$18.67M
Unrealized
$194.45M
Dividends
$30.74M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.27%
Profit
-$4.75M
Win %
71%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$4.75M
Win %
71%
This Month
Compared to last month
Gain
-1.1%
Profit
-$9.78M
Win %
71%
This Year
Compared to last year
Gain
0.1%
Profit
$861,622.3
Win %
71%
RUM Rumble Inc.
+12.55%
+$18,517.5 
HACK Amplify Cybersecurity ETF
+8.31%
+$20,078.73 
RYAN Ryan Specialty Holdings Inc.
+3.91%
+$26,076.49 
SUIG Mill City Ventures III, Ltd.
+3.42%
+$610.2 
MDT Medtronic plc
+3.21%
+$8,517.63 
GOOGL Alphabet Inc
+3.08%
+$14,428.08 
GOOG Alphabet Inc
+2.97%
+$26,068.97 
META Meta Platforms Inc Class A
+2.91%
+$14,197.8 
AZO AutoZone Inc.
+2.6%
+$5,832.06 
BFH Bread Financial Holdings Inc.
+2.45%
+$5,353.27 
MSFT Microsoft Corp.
+2.27%
+$33,937.75 
WMT Walmart Inc.
+2.27%
+$9,880.38 
LLY Eli Lilly and Company
+2.04%
+$12,348.83 
IHI iShares U.S. Medical Devices ETF
+1.91%
+$31,711.24 
ARKK ARK Innovation ETF Fund
+1.74%
+$3,619.2 
KIE SPDR S&P Insurance ETF
+1.54%
+$41,862.72 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$83,049.6 
XBI SPDR S&P Biotech ETF
+1.04%
+$10,226.12 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$5,652.52 
IBB iShares Biotechnology ETF
+0.83%
+$2,039.52 
MA Mastercard Incorporated
+0.61%
+$1,657.34 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$18,880.55 
AAPL Apple Inc.
+0.54%
+$25,086.99 
DAPP VanEck Digital Transformation ETF
+0.53%
+$1,661.73 
PG Procter & Gamble Co
+0.52%
+$1,589.28 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.32%
+$1,766.38 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$9,558.78 
NSC Norfolk Southern Corporation
+0.16%
+$505.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$5,717.2 
DFIP Dimensional Inflation-Protected Securities ETF
+0.06%
+$1,380.17 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$611.81 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$263.77 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$124.13 
CLOI VanEck CLO ETF
+0.03%
+$138.85 
THY Toews Agility Shares Dynamic Tactical Income ETF
+0.02%
+$10,983.28 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$486.49 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$3,148.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$22.86 
SHV iShares Short Treasury Bond ETF
0%
+$11.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MBSF Regan Floating Rate MBS ETF
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 
FRMI Fermi Inc.
-7.64%
-$14,258.19 
KLAC KLA Corporation
-6.44%
-$15,201.84 
INTC Intel Corporation
-5.3%
-$25,103.91 
AVGO Broadcom Inc.
-4.79%
-$60,983.68 
MU Micron Technology, Inc.
-4.76%
-$23,562.83 
OIH VanEck Oil Services ETF
-4.56%
-$568,226.68 
SMH VanEck Semiconductor ETF
-4.52%
-$683,192.36 
SNDK SanDisk Corporation
-4.42%
-$11,396.54 
CAT Caterpillar Inc.
-4.15%
-$28,177.72 
AMD Advanced Micro Devices, Inc.
-3.9%
-$23,255.92 
WDC Western Digital Corporation
-3.72%
-$9,140.99 
MS Morgan Stanley
-3.4%
-$7,012.98 
XMMO Invesco S&P MidCap Momentum ETF
-3.04%
-$11,508.42 
NVDA NVIDIA Corporation
-2.85%
-$78,239.66 
XME SPDR S&P Metals & Mining ETF
-2.73%
-$123,582.1 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$28,931.82 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$7,488.36 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$351,866.37 
WFC Wells Fargo & Company
-1.94%
-$6,538 
JPM JPMorgan Chase & Co.
-1.72%
-$9,019.67 
XEL Xcel Energy Inc.
-1.68%
-$11,127.74 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.61%
-$245,847.42 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$326,203.5 
PHYS Sprott Physical Gold Trust
-1.42%
-$349,430.76 
TSLA Tesla, Inc.
-1.4%
-$3,927.04 
GLD SPDR Gold Shares
-1.35%
-$4,518.01 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$23,460.63 
IAU iShares Gold Trust
-1.29%
-$6,620.12 
AMZN Amazon.com Inc
-1.22%
-$21,804.16 
XLE Energy Select Sector SPDR Fund
-1.13%
-$10,988.99 
FMF First Trust Managed Futures Strategy Fund
-1.12%
-$131,935.64 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$88,828.3 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$48,859.08 
GLXY Galaxy Digital Inc. Class A Common Stock
-0.95%
-$2,489.38 
CVX Chevron Corporation
-0.94%
-$7,742.51 
VKI Invesco Advantage Municipal Income Trust II
-0.94%
-$1,833.52 
SECT Main Sector Rotation ETF
-0.88%
-$7,727.58 
XOM Exxon Mobil Corporation
-0.85%
-$53,234.75 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.83%
-$6,178.48 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,073.28 
VGK Vanguard FTSE Europe ETF
-0.73%
-$1,874.4 
OGE Oge Energy Corp.
-0.69%
-$3,328 
ACWI iShares MSCI ACWI ETF
-0.67%
-$1,647 
COP ConocoPhillips
-0.66%
-$1,932.86 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,344.24 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$4,170.93 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$1,245.84 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$148,558.69 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$310,633.44 
VNQ Vanguard Real Estate ETF
-0.55%
-$1,287.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$7,724.64 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,575.76 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$3,144.52 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$2,736 
VTV Vanguard Value ETF
-0.46%
-$1,908.59 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$15,377.55 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$151,920.96 
FRI First Trust S&P REIT Index Fund
-0.37%
-$64,698.08 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$186,867.33 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$1,660.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$1,584.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,264.45 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$47,443.25 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$108,019.1 
VOO Vanguard S&P 500 ETF
-0.34%
-$8,835.84 
CGDG Capital Group Dividend Growers ETF
-0.33%
-$753.25 
IVV iShares Core S&P 500 ETF
-0.32%
-$442,701.23 
DUHP Dimensional US High Profitability ETF
-0.3%
-$51,475 
OEF iShares S&P 100 ETF
-0.29%
-$828.8 
STXF Strive 500 ETF
-0.29%
-$1,398.82 
DTH WisdomTree International High Dividend Fund
-0.25%
-$40,790.82 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$910.55 
FAUG FT Vest U.S. Equity Buffer ETF
-0.23%
-$633.49 
IWM iShares Russell 2000 ETF
-0.19%
-$450.18 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$661.73 
MRSK Toews Agility Shares Managed Risk ETF
-0.16%
-$1,540.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$90,514.46 
VCR Vanguard Consumer Discretionary ETF
-0.14%
-$556.4 
PECO Phillips Edison & Company, Inc.
-0.13%
-$665.3 
OKE ONEOK, Inc.
-0.12%
-$380.4 
SECU iShares Securitized Income Active ETF
-0.11%
-$1,929.35 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.11%
-$6,346.42 
IDHQ Invesco S&P International Developed Quality ETF
-0.1%
-$209.16 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.1%
-$252.6 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$444.82 
STXT Strive Total Return Bond ETF
-0.08%
-$167.37 
BUXX Strive Enhanced Income Short Duration Fund
-0.06%
-$1,343.76 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$5,664.33 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.06%
-$11,258.74 
MUB iShares National Muni Bond ETF
-0.05%
-$242.28 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.05%
-$15,071.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$363.04 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$127.71 
DVY iShares Select Dividend ETF
-0.03%
-$259.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$89.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$3,668.26 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$2,719.94 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$356.2 
JPLD JPMorgan Limited Duration ETF
-0.01%
-$120.75 Events
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Dividends
Dividend Analysis
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| Trades 1072 | Longs Won 732/1072 68% | Profit Factor 21.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $917,814.87 |
| Average Win $305,269.47 | Best Trade (Aug 14) $17.14M | Sharpe Ratio -10.12 |
| Average Loss -$30,392.57 | Worst Trade (Sep 11) -$1.16M | Z-Score 8.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $198,809.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,015 | $2.59M | $4.68M | - | $2.09M | 80.66% | +0.539% |
| ACWI iShares MSCI ACWI ETF | 1,525 | $210,816 | $242,734.25 | - | $31,918.25 | 15.14% | -0.674% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 12,413 | $258,066 | $256,949.1 | - | -$1,116.9 | -0.43% | +0.048% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 13,242 | $271,991 | $271,196.16 | - | -$794.84 | -0.29% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 183,413 | $18.05M | $17.6M | - | -$451,657.51 | -2.5% | -0.021% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 17,585 | $438,921.6 | $452,022.42 | - | $13,100.82 | 2.98% | +0.058% |
| AMD Advanced Micro Devices, Inc. | 1,155 | $670,951 | $572,874.22 | - | -$98,076.78 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 6,944 | $1.5M | $1.76M | - | $264,508.74 | 17.67% | -1.223% |
| ARKK ARK Innovation ETF Fund | 2,496 | $201,727 | $212,234.88 | - | $10,507.88 | 5.21% | +1.735% |
| AVGO Broadcom Inc. | 3,521 | $1.11M | $1.21M | - | $107,566.45 | 9.73% | -4.785% |
| AZO AutoZone Inc. | 78 | $198,119.02 | $230,218.56 | - | $32,099.54 | 16.2% | +2.599% |
| BFH Bread Financial Holdings Inc. | 2,055 | $222,659 | $223,943.62 | - | $1,284.62 | 0.58% | +2.449% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,571 | $418,266.19 | $418,246.5 | - | -$19.69 | - | +0.005% |
| BRK-B Berkshire Hathaway Inc. | 1,126 | $358,871.1 | $580,329.14 | - | $221,458.04 | 61.71% | +0.984% |
| BUXX Strive Enhanced Income Short Duration Fund | 109,249 | $2.22M | $2.21M | - | -$13,360.57 | -0.6% | -0.061% |
| CAT Caterpillar Inc. | 829 | $397,478.19 | $650,416.82 | - | $252,938.63 | 63.64% | -4.152% |
| CGDG Capital Group Dividend Growers ETF | 6,026 | $202,654 | $229,891.9 | - | $27,237.9 | 13.44% | -0.327% |
| CLOI VanEck CLO ETF | 9,257 | $489,217.1 | $489,649.01 | - | $431.91 | 0.09% | +0.028% |
| COP ConocoPhillips | 2,124 | $210,592.17 | $289,798.56 | - | $79,206.39 | 37.61% | -0.663% |
| CVX Chevron Corporation | 3,852 | $662,399.46 | $816,816.6 | - | $154,417.14 | 23.31% | -0.939% |
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FAQ
Which stocks have generated the highest profits for Becki Goebel?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Semiconductor ETF - $7.55M, State Street Technology Select Sector SPDR ETF - $3.15M, iShares Core S&P 500 ETF - $2.75M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2.68M, and First Trust TCW Opportunistic Fixed Income Fund - $2.08M. 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: Peakstone Realty Trust - $1.13M, Coinbase Global, Inc - $99,391.62, Oracle Corporation - $90,361.46, Flagstar Financial Corporation - $72,974, and Grayscale Ethereum Trust ETF - $67,815.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Becki Goebel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.74M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.75M, First Trust TCW Opportunistic Fixed Income Fund - $2.08M, iShares Core U.S. Aggregate Bond ETF - $1.73M, First Trust Enhanced Short Maturity Fund - $1.7M, and Dimensional International Core Equity Market ETF - $1.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Becki Goebel's monthly returns?
Becki Goebel's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Becki Goebel's strategy be considered aggressive or moderate?
Becki Goebel's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Becki Goebel's strategy?
Becki Goebel'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.
