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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:
107.38%
Gain -3.56%
Monthly
2.01%
Yearly
26.99%
Drawdown
25.42%
$867.5M
Equity
Holdings
$867.5M
Investment
$688.54M
$197.81M
Profit -$12.31M
Realized
$18.85M
Unrealized
$178.96M
Dividends
$29.99M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.56%
Profit
-$12.31M
Win %
69%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$3.15M
Win %
69%
This Month
Compared to last month
Gain
-1.65%
Profit
-$14.55M
Win %
69%
This Year
Compared to last year
Gain
-1.66%
Profit
-$14.63M
Win %
69%
WDC Western Digital Corporation
+10.77%
+$28,864 
SNDK SanDisk Corporation
+9.98%
+$21,928.82 
MU Micron Technology, Inc.
+7.33%
+$32,143.79 
GLXY Galaxy Digital Inc. Class A Common Stock
+6.64%
+$16,868.08 
INTC Intel Corporation
+5.87%
+$26,231.41 
DAPP VanEck Digital Transformation ETF
+5.48%
+$15,746.87 
AMD Advanced Micro Devices, Inc.
+4.55%
+$26,461.04 
KLAC KLA Corporation
+4.02%
+$10,892.03 
SUIG Mill City Ventures III, Ltd.
+3.57%
+$720 
SMH VanEck Semiconductor ETF
+3.13%
+$464,229.78 
ARKK ARK Innovation ETF Fund
+2.6%
+$4,867.2 
SPMO Invesco S&P 500 Momentum ETF
+2.43%
+$26,552.31 
AZO AutoZone Inc.
+2.31%
+$5,404.62 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.3%
+$319,829.28 
TSLA Tesla, Inc.
+2.19%
+$6,220.36 
EEM iShares MSCI Emerging Markets ETF
+2.19%
+$6,104.88 
XME SPDR S&P Metals & Mining ETF
+2.16%
+$83,980.11 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$11,592.17 
DFAE Dimensional Emerging Core Equity Market ETF
+2.06%
+$309,642.41 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.02%
+$11,664 
FRMI Fermi Inc.
+1.96%
+$4,072.8 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$387,164.22 
RUM Rumble Inc.
+1.89%
+$2,263.25 
CAT Caterpillar Inc.
+1.73%
+$12,385.25 
MS Morgan Stanley
+1.67%
+$3,395.86 
SPEM SPDR Portfolio Emerging Markets ETF
+1.5%
+$71,154 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$689,264.69 
XMMO Invesco S&P MidCap Momentum ETF
+1.28%
+$4,982 
GLD SPDR Gold Shares
+1.18%
+$3,632.87 
IAU iShares Gold Trust
+1.16%
+$5,490.62 
PHYS Sprott Physical Gold Trust
+1.16%
+$263,012.4 
NVDA NVIDIA Corporation
+1.11%
+$28,473.74 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$2,155.16 
IWY iShares Russell Top 200 Growth ETF
+1.07%
+$6,784.9 
XBI SPDR S&P Biotech ETF
+1.03%
+$9,817.08 
AVGO Broadcom Inc.
+0.99%
+$13,215.02 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.96%
+$75,907.82 
JPM JPMorgan Chase & Co.
+0.94%
+$4,664.07 
SECT Main Sector Rotation ETF
+0.9%
+$7,727.58 
XOM Exxon Mobil Corporation
+0.9%
+$49,860.37 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.79%
+$4,555.84 
EFA iShares MSCI EAFE ETF
+0.78%
+$2,681.53 
IBB iShares Biotechnology ETF
+0.77%
+$1,742.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$10,332.96 
IWO iShares Russell 2000 Growth ETF
+0.77%
+$3,666.53 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.75%
+$231,469.5 
COP ConocoPhillips
+0.73%
+$1,805.4 
ACWI iShares MSCI ACWI ETF
+0.7%
+$1,647 
WFC Wells Fargo & Company
+0.67%
+$2,166.88 
VGK Vanguard FTSE Europe ETF
+0.54%
+$1,349 
LLY Eli Lilly and Company
+0.48%
+$2,981.12 
IVV iShares Core S&P 500 ETF
+0.47%
+$628,355.2 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$60,499.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$1,942.56 
IWM iShares Russell 2000 ETF
+0.43%
+$1,032.5 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$106,113.35 
VOO Vanguard S&P 500 ETF
+0.42%
+$10,857.56 
SPYI NEOS S&P 500 High Income ETF
+0.41%
+$1,492.7 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.41%
+$1,468.22 
META Meta Platforms Inc Class A
+0.4%
+$1,967.94 
IDHQ Invesco S&P International Developed Quality ETF
+0.4%
+$790.16 
CGDG Capital Group Dividend Growers ETF
+0.39%
+$873.77 
DUHP Dimensional US High Profitability ETF
+0.36%
+$61,770 
VTV Vanguard Value ETF
+0.35%
+$1,408.28 
DFUS Dimensional U.S. Equity Market ETF
+0.34%
+$132,930.84 
OEF iShares S&P 100 ETF
+0.34%
+$917.6 
STXF Strive 500 ETF
+0.33%
+$1,543.52 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$769.12 
DFAU Dimensional US Core Equity Market ETF
+0.3%
+$148,535.57 
BFH Bread Financial Holdings Inc.
+0.3%
+$606.23 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$1,447.81 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$164,829.77 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.22%
+$558.59 
FAUG FT Vest U.S. Equity Buffer ETF
+0.16%
+$453.19 
CVX Chevron Corporation
+0.14%
+$1,020.78 
DTH WisdomTree International High Dividend Fund
+0.13%
+$19,306 
FMF First Trust Managed Futures Strategy Fund
+0.12%
+$13,531.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.1%
+$16,319.64 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.1%
+$259.54 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.08%
+$202.08 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$328.78 
XLE Energy Select Sector SPDR Fund
+0.07%
+$598.04 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$3,806.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$3,433.18 
MBSF Regan Floating Rate MBS ETF
+0.04%
+$152.8 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$252.04 
CLOI VanEck CLO ETF
+0.02%
+$92.57 
FRI First Trust S&P REIT Index Fund
+0.01%
+$2,812.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$45.71 
SHV iShares Short Treasury Bond ETF
0%
+$13.18 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
-$1.76 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
THY Toews Agility Shares Dynamic Tactical Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
-1.31%
-$29,811.78 
OKE ONEOK, Inc.
-1.16%
-$3,439.45 
PG Procter & Gamble Co
-0.95%
-$2,989.1 
HACK Amplify Cybersecurity ETF
-0.93%
-$2,241.96 
OGE Oge Energy Corp.
-0.93%
-$4,680 
AMZN Amazon.com Inc
-0.92%
-$16,040.64 
MDT Medtronic plc
-0.89%
-$2,176.89 
MA Mastercard Incorporated
-0.84%
-$2,203.4 
AAPL Apple Inc.
-0.84%
-$38,401.1 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.78%
-$26,366.29 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.66%
-$203,463.23 
GOOG Alphabet Inc
-0.63%
-$5,770.52 
GOOGL Alphabet Inc
-0.62%
-$2,998.94 
DFCF Dimensional Core Fixed Income ETF
-0.61%
-$24,810.99 
MSFT Microsoft Corp.
-0.61%
-$7,344.4 
XEL Xcel Energy Inc.
-0.57%
-$3,942.9 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.57%
-$115,073.66 
NSC Norfolk Southern Corporation
-0.53%
-$1,779.36 
SECU iShares Securitized Income Active ETF
-0.52%
-$9,074.94 
MRSK Toews Agility Shares Managed Risk ETF
-0.52%
-$4,890.4 
LMBS First Trust Low Duration Opportunities ETF
-0.51%
-$48,146.81 
WMT Walmart Inc.
-0.51%
-$2,317.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.48%
-$16,444.35 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.48%
-$28,558.89 
RYAN Ryan Specialty Holdings Inc.
-0.41%
-$2,975.17 
OIH VanEck Oil Services ETF
-0.38%
-$42,365.18 
XLU Utilities Select Sector SPDR Fund
-0.38%
-$6,997.03 
STXT Strive Total Return Bond ETF
-0.36%
-$770.77 
TLT iShares 20+ Year Treasury Bond ETF
-0.35%
-$17,089.94 
KIE SPDR S&P Insurance ETF
-0.35%
-$9,811.58 
DVY iShares Select Dividend ETF
-0.34%
-$2,859.45 
IHI iShares U.S. Medical Devices ETF
-0.32%
-$5,230.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.25%
-$2,132.86 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.24%
-$1,930.78 
PECO Phillips Edison & Company, Inc.
-0.23%
-$1,330.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$34,848.47 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$606.23 
VKI Invesco Advantage Municipal Income Trust II
-0.11%
-$229.19 
MUB iShares National Muni Bond ETF
-0.11%
-$506.57 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$367.62 
JPLD JPMorgan Limited Duration ETF
-0.1%
-$1,207.55 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$198.08 
VCR Vanguard Consumer Discretionary ETF
-0.04%
-$182 
VNQ Vanguard Real Estate ETF
-0.04%
-$98.12 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$1,488.15 
BUXX Strive Enhanced Income Short Duration Fund
-0.03%
-$546.25 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.01%
-$56.98 Events
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Dividends
Dividend Analysis
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| Trades 1072 | Longs Won 706/1072 65% | Profit Factor 22.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $859,272.03 |
| Average Win $293,242.29 | Best Trade (Jul 23) $15.82M | Sharpe Ratio -12.37 |
| Average Loss -$25,192.65 | Worst Trade (Jul 24) -$1M | Z-Score 5.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $184,522.9 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.76M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2.68M, and First Trust TCW Opportunistic Fixed Income Fund - $1.93M. 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 - $1.11M, Coinbase Global, Inc - $99,391.62, Oracle Corporation - $90,361.46, Flagstar Financial Corporation - $72,974, and Intel Corporation - $66,036.7. 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 $29.99M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.76M, First Trust TCW Opportunistic Fixed Income Fund - $1.93M, iShares Core U.S. Aggregate Bond ETF - $1.6M, Toews Agility Shares Dynamic Tactical Income ETF - $1.6M, 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.
