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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:
20.9%
Gain +0.38%
Monthly
0.61%
Yearly
7.63%
Drawdown
12.88%
$860.13M
Equity
Holdings
$860.13M
Investment
$659.95M
$210.31M
Profit +$3.7M
Realized
$10.12M
Unrealized
$200.18M
Dividends
$26.58M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$3.7M
Win %
80%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$9.36M
Win %
80%
This Month
Compared to last month
Gain
-0.83%
Profit
-$7.23M
Win %
80%
This Year
Compared to last year
Gain
4.78%
Profit
$51.04M
Win %
78%
INTC Intel Corporation
+6.48%
+$37,346.66 
FRMI Fermi Inc.
+2.73%
+$7,796.84 
T AT&T Inc.
+2.48%
+$4,802.82 
JPM JPMorgan Chase & Co.
+2.3%
+$10,606.19 
DAPP VanEck Digital Transformation ETF
+1.89%
+$6,172.14 
TSLA Tesla, Inc.
+1.88%
+$5,065.88 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$11,165 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$84,804.3 
SMH VanEck Semiconductor ETF
+1.65%
+$385,005.22 
WFC Wells Fargo & Company
+1.62%
+$4,987.56 
RIV RiverNorth Opportunities Fund, Inc.
+1.58%
+$2,137.5 
OKE ONEOK, Inc.
+1.56%
+$4,406.3 
CAT Caterpillar Inc.
+1.49%
+$11,263.85 
COP ConocoPhillips
+1.39%
+$3,402.6 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$14,579.22 
XEL Xcel Energy Inc.
+1.22%
+$8,367.71 
DVY iShares Select Dividend ETF
+1.19%
+$9,660.84 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$6,039.88 
PECO Phillips Edison & Company, Inc.
+1.08%
+$5,976 
AZO AutoZone Inc.
+1.08%
+$2,590.77 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$21,912.27 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+1.07%
+$1,507.85 
NSC Norfolk Southern Corporation
+1.07%
+$3,346.41 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$40,035.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,704.49 
OGE Oge Energy Corp.
+0.99%
+$4,888 
SECT Main Sector Rotation ETF
+0.97%
+$8,340.88 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,281.05 
VTV Vanguard Value ETF
+0.94%
+$4,471.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$56,813.41 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$221,795.64 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$45,478.61 
IWM iShares Russell 2000 ETF
+0.9%
+$2,365.86 
PG Procter & Gamble Co
+0.85%
+$2,648.05 
XMMO Invesco S&P MidCap Momentum ETF
+0.8%
+$3,362.85 
XLE Energy Select Sector SPDR Fund
+0.77%
+$6,574.48 
CGDG Capital Group Dividend Growers ETF
+0.76%
+$1,717.41 
CVX Chevron Corporation
+0.75%
+$5,399.76 
XBI SPDR S&P Biotech ETF
+0.75%
+$6,292.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$409,192.68 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,845.37 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$3,133.1 
MA Mastercard Incorporated
+0.7%
+$1,613.64 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,899.41 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$3,269.1 
KIE SPDR S&P Insurance ETF
+0.65%
+$16,859.84 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$1,611.31 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$344,901.76 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$21,370.68 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$294,458.52 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$1,743.6 
IVV iShares Core S&P 500 ETF
+0.58%
+$747,574.29 
VOO Vanguard S&P 500 ETF
+0.58%
+$14,305.27 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$77,810.67 
GOOGL Alphabet Inc
+0.56%
+$2,764.01 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,238.5 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$207,412.48 
OIH VanEck Oil Services ETF
+0.54%
+$64,389.48 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,899.8 
THY Toews Agility Shares Dynamic Tactical Income ETF
+0.53%
+$235,145.9 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.5%
+$70,477.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,623.6 
GOOG Alphabet Inc
+0.46%
+$4,072.12 
WMT Walmart Inc.
+0.45%
+$3,494.54 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$75,359.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$2,319.45 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,120.79 
ACWI iShares MSCI ACWI ETF
+0.41%
+$976 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$5,975.75 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$99,169.62 
DUHP Dimensional US High Profitability ETF
+0.39%
+$64,905.6 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$3,351.8 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$102,674.56 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$2,093.2 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,062.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,030.2 
XOM Exxon Mobil Corporation
+0.29%
+$15,926.93 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$24,027.37 
OEF iShares S&P 100 ETF
+0.27%
+$732.59 
GLXY Galaxy Digital Inc. Class A Common Stock
+0.27%
+$966.96 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$39,440.37 
DTH WisdomTree International High Dividend Fund
+0.23%
+$34,835.45 
VUG Vanguard Growth ETF
+0.22%
+$571.14 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$904.81 
MRSK Toews Agility Shares Managed Risk ETF
+0.21%
+$1,984.42 
PHYS Sprott Physical Gold Trust
+0.2%
+$42,764.54 
NVDA NVIDIA Corporation
+0.18%
+$4,663.11 
VGK Vanguard FTSE Europe ETF
+0.17%
+$440.2 
STXT Strive Total Return Bond ETF
+0.15%
+$321.36 
MSFT Microsoft Corp.
+0.13%
+$1,482.52 
IBB iShares Biotechnology ETF
+0.1%
+$204.85 
FMF First Trust Managed Futures Strategy Fund
+0.1%
+$10,849.25 
FRI First Trust S&P REIT Index Fund
+0.1%
+$16,290.57 
IAU iShares Gold Trust
+0.09%
+$439.25 
MBSF Regan Floating Rate MBS ETF
+0.08%
+$328.33 
GLD SPDR Gold Shares
+0.06%
+$192.96 
CLOI VanEck CLO ETF
+0.04%
+$223.02 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$80.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$114.28 
SHV iShares Short Treasury Bond ETF
+0.03%
+$127.95 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$614.78 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$73.53 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$342.95 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$1,725 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$89.18 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$94.02 
SUIG
0%
$0 
RUM Rumble Inc.
-5.04%
-$7,818.5 
STRV Strive 500 ETF
-2.68%
-$11,622.32 
LLY Eli Lilly and Company
-2.41%
-$11,824.94 
AAPL Apple Inc.
-1.52%
-$60,552 
AMZN Amazon.com Inc
-1.23%
-$16,756.56 
AVGO Broadcom Inc.
-0.94%
-$12,235.63 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.77%
-$1,293.3 
VKI Invesco Advantage Municipal Income Trust II
-0.54%
-$1,145.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$15,868.32 
META Meta Platforms Inc Class A
-0.23%
-$954.19 
MDT Medtronic plc
-0.21%
-$496.74 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$10,069.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,450.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$19,459.61 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$3,713.22 
LOW Lowe's Companies Inc.
-0.1%
-$186.78 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$27,945.56 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.08%
-$4,324.11 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$245.55 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.03%
-$6,329.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$893.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$117.04 
JPLD JPMorgan Limited Duration ETF
-0.02%
-$410.53 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$5,733.17 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$238.67 
MUB iShares National Muni Bond ETF
-0.01%
-$43.86 Events
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Dividends
Dividend Analysis
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| Trades 963 | Longs Won 692/963 71% | Profit Factor 40.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $932,667.25 |
| Average Win $311,584.61 | Best Trade (Jun 12) $15.69M | Sharpe Ratio -3.57 |
| Average Loss -$19,596.48 | Worst Trade (Mar 30) -$874,925.85 | Z-Score 15.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $218,386.19 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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