Lauren Sterling Portfolio
Invests via NerdWallet Wealth Partners LLC | Managed by Lauren Sterling
Invests via NerdWallet Wealth Partners LLC
Managed by Lauren Sterling
Automatically Tracked
Operating as a growth-equity investor and operator, Lauren Sterling focuses on scaling technology-enabled consumer and enterprise businesses through board-level engagement and capital strategy. She brings experience across deal sourcing, diligence, portfolio operations and exit planning, having worked with PE/VC firms and operating teams to drive revenue expansion and margin improvement. Holds advanced business and finance qualifications and is active in founder networks.
Operating as a growth-equity investor and operator, Lauren Sterling focuses on scaling technology-enabled consumer and enterprise businesses through board-level engagement and capital strategy. She brings experience across deal sourcing, diligence, portfolio operations and exit planning, having worked with PE/VC firms and operating teams to drive revenue expansion and margin improvement. Holds advanced business and finance qualifications and is active in founder networks.
Investment Philosophy & Strategy
Growth-oriented, board-active growth-equity investor focused on scaling technology-enabled consumer and enterprise businesses through hands-on capital strategy and operational value creation. Prioritizes investments with clear unit economics and durable go-to-market advantages, deploying minority and control capital to accelerate revenue expansion, margin improvement and repeatable customer acquisition. Uses founder networks and diligence-driven underwriting to concentrate on capital-efficient scaling over a 3–7 year horizon, applying structured governance, milestone-based capital tranches, and exit-ready operational playbooks.
Growth-oriented, board-active growth-equity investor focused on scaling technology-enabled consumer and enterprise businesses through hands-on capital strategy and operational value creation. Prioritizes investments with clear unit economics and durable go-to-market advantages, deploying minority and control capital to accelerate revenue expansion, margin improvement and repeatable customer acquisition. Uses founder networks and diligence-driven underwriting to concentrate on capital-efficient scaling over a 3–7 year horizon, applying structured governance, milestone-based capital tranches, and exit-ready operational playbooks.
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:
12.86%
Gain +0.26%
Monthly
0.97%
Yearly
12.32%
Drawdown
8.23%
$293.2M
Equity
Holdings
$293.2M
Investment
$267.49M
$25.52M
Profit +$610,240.42
Realized
-$200,624.75
Unrealized
$25.72M
Dividends
$4.69M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$610,240.42
Win %
65%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.91M
Win %
65%
This Month
Compared to last month
Gain
0.58%
Profit
$1.69M
Win %
65%
This Year
Compared to last year
Gain
0.93%
Profit
$2.79M
Win %
61%
MAS Masco Corporation
+4.32%
+$7,500 
RELX Relx PLC Sponsored ADR
+3.89%
+$9,551.36 
V Visa Inc. Class A
+2.29%
+$6,227.2 
UL Unilever PLC Sponsored American Depositary Receipt
+1.64%
+$3,621.97 
TLT iShares 20+ Year Treasury Bond ETF
+1.53%
+$21,688.04 
VNQ Vanguard Real Estate ETF
+1.31%
+$8,635.09 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.26%
+$41,933.22 
PKG Packaging Corporation of America
+1.22%
+$6,558.95 
TLH iShares 10-20 Year Treasury Bond ETF
+1.22%
+$13,515.93 
GLD SPDR Gold Shares
+1.12%
+$11,533.2 
NUDV Nuveen ESG Dividend ETF
+1.09%
+$2,542.49 
DFAT Dimensional US Targeted Value ETF
+1%
+$15,839.55 
MSFT Microsoft Corp.
+0.99%
+$22,381.65 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$26,459.6 
MUB iShares National Muni Bond ETF
+0.74%
+$2,258.2 
IWD iShares Russell 1000 Value ETF
+0.7%
+$2,438.6 
IGOV iShares International Treasury Bond ETF
+0.68%
+$1,529.82 
META Meta Platforms Inc Class A
+0.59%
+$9,408.61 
IJH iShares Core S&P Mid-Cap ETF
+0.59%
+$26,990.47 
EFA iShares MSCI EAFE ETF
+0.58%
+$8,205.6 
CGCB Capital Group Core Bond ETF
+0.58%
+$95,492.65 
MDY SPDR S&P MidCap 400 ETF Trust
+0.56%
+$1,081.17 
JNJ Johnson & Johnson
+0.55%
+$1,250.45 
DFIV Dimensional International Value ETF
+0.55%
+$5,728.81 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.5%
+$2,181.27 
DFUV Dimensional US Marketwide Value ETF
+0.49%
+$4,184.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.47%
+$124,055.56 
DE Deere & Company
+0.46%
+$1,188.03 
IEFA iShares Core MSCI EAFE ETF
+0.46%
+$1,363.12 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.46%
+$1,486.47 
GOOGL Alphabet Inc
+0.41%
+$2,302.55 
AAPL Apple Inc.
+0.41%
+$12,581.89 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.4%
+$11,271.06 
GOOG Alphabet Inc
+0.4%
+$9,531.79 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.34%
+$13,343.28 
PABU iShares Paris-Aligned Climate MSCI USA ETF
+0.31%
+$2,692.34 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.3%
+$1,873.68 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$1,973.46 
ESGV Vanguard ESG U.S. Stock ETF
+0.29%
+$613.43 
CGIC Capital Group International Core Equity ETF
+0.24%
+$3,156.05 
XVV iShares ESG Screened S&P 500
+0.23%
+$3,635.41 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$570.06 
ESGU iShares ESG Aware MSCI USA ETF
+0.18%
+$868 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$75,876.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$18,621.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$387.12 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$13,475.12 
SCHF Schwab International Equity ETF
+0.13%
+$394.87 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$3,334.88 
VOO Vanguard S&P 500 ETF
+0.1%
+$5,876.55 
IVV iShares Core S&P 500 ETF
+0.09%
+$83,834.52 
SRE Sempra
+0.06%
+$131.9 
AMZN Amazon.com Inc
+0.03%
+$453.68 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1,412.89 
AMD Advanced Micro Devices, Inc.
-3.77%
-$8,445.57 
KLAC KLA Corporation
-3.34%
-$5,432.7 
CAT Caterpillar Inc.
-3%
-$7,373.44 
SMH VanEck Semiconductor ETF
-1.96%
-$4,892.94 
TSLA Tesla, Inc.
-1.9%
-$5,631.75 
AVGO Broadcom Inc.
-1.89%
-$6,912.78 
NVDA NVIDIA Corporation
-1.75%
-$27,538.92 
XLK State Street Technology Select Sector SPDR ETF
-1.29%
-$4,537.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.12%
-$2,431.09 
EEM iShares MSCI Emerging Markets ETF
-1.12%
-$22,961.52 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$3,999 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$37,865.26 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$2,207.7 
JPM JPMorgan Chase & Co.
-0.25%
-$2,159.05 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.25%
-$1,141.47 Events
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Dividends
Dividend Analysis
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| Trades 220 | Longs Won 129/220 58% | Profit Factor 10.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $770,175.94 |
| Average Win $217,919.29 | Best Trade (Oct 14) $10.49M | Sharpe Ratio -13.13 |
| Average Loss -$28,532.94 | Worst Trade (Oct 14) -$432,784.87 | Z-Score 2.76 (99.42%) |
| Commissions $0 | Avg. Trade Length 6m 3w 5d | Expectancy $115,977.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,987 | $2.45M | $3.09M | - | $645,468.19 | 26.35% | +0.408% |
| AMD Advanced Micro Devices, Inc. | 393 | $228,298 | $215,886.69 | - | -$12,411.31 | -5.44% | -3.765% |
| AMZN Amazon.com Inc | 5,671 | $1.25M | $1.44M | - | $194,236.6 | 15.58% | +0.031% |
| AVGO Broadcom Inc. | 1,057 | $348,579.05 | $359,073.47 | - | $10,494.42 | 3.01% | -1.889% |
| BRK-B Berkshire Hathaway Inc. | 1,257 | $631,676.34 | $663,595.41 | - | $31,919.07 | 5.05% | +0.298% |
| BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | 23,421 | $629,951.78 | $624,403.86 | - | -$5,547.92 | -0.88% | +0.301% |
| CAT Caterpillar Inc. | 328 | $233,087.8 | $238,292 | - | $5,204.2 | 2.23% | -3.001% |
| CGCB Capital Group Core Bond ETF | 658,570 | $17.39M | $16.65M | - | -$741,120 | -4.26% | +0.577% |
| CGIC Capital Group International Core Equity ETF | 37,130 | $1.23M | $1.31M | - | $78,439.93 | 6.39% | +0.242% |
| DE Deere & Company | 398 | $224,193 | $260,039.27 | - | $35,846.27 | 15.99% | +0.459% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 62,617 | $2.42M | $2.82M | - | $406,697.1 | 16.84% | +0.401% |
| DFAT Dimensional US Targeted Value ETF | 23,466 | $1.37M | $1.59M | - | $226,329.43 | 16.57% | +1.005% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 12,683 | $397,993 | $462,802.67 | - | $64,809.67 | 16.28% | -0.246% |
| DFIV Dimensional International Value ETF | 18,783 | $1.01M | $1.05M | - | $37,659.57 | 3.71% | +0.547% |
| DFUV Dimensional US Marketwide Value ETF | 15,216 | $680,003 | $852,476.4 | - | $172,473.4 | 25.36% | +0.493% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 263,948 | $23.26M | $26.35M | - | $3.09M | 13.29% | +0.473% |
| EEM iShares MSCI Emerging Markets ETF | 31,891 | $1.81M | $2.03M | - | $217,968.15 | 12.03% | -1.118% |
| EFA iShares MSCI EAFE ETF | 13,676 | $1.28M | $1.41M | - | $133,134.23 | 10.4% | +0.584% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 4,277 | $421,618.38 | $438,306.96 | - | $16,688.58 | 3.96% | +0.5% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,800 | $414,924.2 | $471,436 | - | $56,511.8 | 13.62% | +0.184% |
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FAQ
Which stocks have generated the highest profits for Lauren Sterling?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $940,492.78, VANGUARD FTSE DEVELOPED MARKETS ETF - $704,183.44, iShares Short Treasury Bond ETF - $592,267.47, Capital Group Core Bond ETF - $431,049.22, and WisdomTree U.S. LargeCap Dividend Fund - $399,796.47. 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: Adobe Inc - $85,207.24, iShares Bitcoin Trust - $73,725.6, Microsoft Corp - $42,798.73, Unilever PLC Sponsored American Depositary Receipt - $25,474.01, and Netflix, Inc - $16,043. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lauren Sterling's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.69M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $940,492.78, VANGUARD FTSE DEVELOPED MARKETS ETF - $704,183.44, iShares Short Treasury Bond ETF - $593,143.44, Capital Group Core Bond ETF - $431,049.22, and WisdomTree U.S. LargeCap Dividend Fund - $399,796.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lauren Sterling's monthly returns?
Lauren Sterling'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 Lauren Sterling's strategy be considered aggressive or moderate?
Lauren Sterling'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 Lauren Sterling's strategy?
Lauren Sterling'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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