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:
14.34%
Gain +0.46%
Monthly
1.22%
Yearly
14.34%
Drawdown
8.23%
$296.24M
Equity
Holdings
$296.24M
Investment
$267.49M
$28.55M
Profit +$1.04M
Realized
-$200,624.75
Unrealized
$28.75M
Dividends
$3.86M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.04M
Win %
72%
This Week
Compared To Last Week
Gain
0.35%
Profit
$1.04M
Win %
72%
This Month
Compared to last month
Gain
2.07%
Profit
$6.01M
Win %
72%
This Year
Compared to last year
Gain
1.98%
Profit
$5.83M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$204,609.62 
GOOG Alphabet Inc
+6.88%
+$159,802.29 
GOOGL Alphabet Inc
+6.73%
+$35,996.94 
META Meta Platforms Inc Class A
+3.28%
+$38,065.02 
MSFT Microsoft Corp.
+3.02%
+$57,408.26 
NVDA NVIDIA Corporation
+2.93%
+$40,632.41 
KLAC KLA Corporation
+1.38%
+$2,265.91 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$68,401.76 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$15,945.37 
XVV iShares ESG Screened S&P 500
+0.78%
+$11,848.71 
TSLA Tesla, Inc.
+0.76%
+$1,906.86 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,572.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,538.31 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$23,432.05 
VOO Vanguard S&P 500 ETF
+0.71%
+$42,005.33 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,219.97 
CAT Caterpillar Inc.
+0.7%
+$1,859.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$650,352.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,382.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,129.2 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,758.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,548.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$53,124.96 
PABU iShares Paris-Aligned Climate MSCI USA ETF
+0.52%
+$4,342.84 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,520.7 
AVGO Broadcom Inc.
+0.37%
+$1,522.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,338.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$10,018.72 
SMH VanEck Semiconductor ETF
+0.3%
+$722.09 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$71,265.96 
JPM JPMorgan Chase & Co.
+0.27%
+$2,459.98 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,825.92 
JNJ Johnson & Johnson
+0.21%
+$471.7 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4,238.67 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$503.52 
AAPL Apple Inc.
-7.35%
-$220,361.24 
RELX Relx PLC Sponsored ADR
-3.25%
-$7,920.64 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$6,446.76 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,631.33 
GLD SPDR Gold Shares
-1.49%
-$15,432.49 
SRE Sempra
-1.15%
-$2,717.14 
DE Deere & Company
-1.13%
-$2,706.4 
PKG Packaging Corporation of America
-1.12%
-$6,500.7 
MAS Masco Corporation
-0.87%
-$1,575 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$9,858.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$285,294.62 
CGCB Capital Group Core Bond ETF
-0.66%
-$111,956.9 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,951.74 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,026.16 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,737.28 
SCHF Schwab International Equity ETF
-0.58%
-$1,805.12 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$6,578.5 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,934.98 
CGIC Capital Group International Core Equity ETF
-0.53%
-$7,054.7 
DFIV Dimensional International Value ETF
-0.47%
-$5,071.41 
IGOV iShares International Treasury Bond ETF
-0.34%
-$793.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,014.64 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$703.74 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$6,846.24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$571.5 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,581.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$254.91 
MUB iShares National Muni Bond ETF
-0.11%
-$358.92 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.11%
-$702.63 
NUDV Nuveen ESG Dividend ETF
-0.11%
-$262.48 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,080.56 
V Visa Inc. Class A
-0.04%
-$97.29 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$912.17 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,171.98 Events
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Dividends
Dividend Analysis
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| Trades 220 | Longs Won 139/220 63% | Profit Factor 15.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,764.88 |
| Average Win $220,030.75 | Best Trade (Aug 10) $10.73M | Sharpe Ratio -12.88 |
| Average Loss -$25,060.71 | Worst Trade (Aug 19) -$338,220.61 | Z-Score 5.4 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $129,792.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,987 | $2.45M | $2.78M | - | $326,879.04 | 13.35% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 393 | $228,298 | $187,126.95 | - | -$41,171.05 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 5,671 | $1.25M | $1.54M | - | $293,025.36 | 23.5% | +15.321% |
| AVGO Broadcom Inc. | 1,057 | $348,579.05 | $411,468.96 | - | $62,889.91 | 18.04% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 1,257 | $631,676.34 | $643,005.78 | - | $11,329.44 | 1.79% | +0.365% |
| BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | 23,421 | $629,951.78 | $635,411.73 | - | $5,459.95 | 0.87% | -0.11% |
| CAT Caterpillar Inc. | 328 | $233,087.8 | $267,257.68 | - | $34,169.88 | 14.66% | +0.701% |
| CGCB Capital Group Core Bond ETF | 658,570 | $17.39M | $16.96M | - | -$428,299.25 | -2.46% | -0.656% |
| CGIC Capital Group International Core Equity ETF | 37,130 | $1.23M | $1.34M | - | $107,215.68 | 8.73% | -0.525% |
| DE Deere & Company | 398 | $224,193 | $235,882.65 | - | $11,689.65 | 5.21% | -1.134% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 62,617 | $2.42M | $2.79M | - | $370,692.33 | 15.35% | +0.361% |
| DFAT Dimensional US Targeted Value ETF | 23,466 | $1.37M | $1.66M | - | $293,794.18 | 21.51% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 12,683 | $397,993 | $463,056.33 | - | $65,063.33 | 16.35% | -0.219% |
| DFIV Dimensional International Value ETF | 18,783 | $1.01M | $1.08M | - | $61,044.41 | 6.02% | -0.469% |
| DFUV Dimensional US Marketwide Value ETF | 15,216 | $680,003 | $845,857.44 | - | $165,854.44 | 24.39% | +0.216% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 263,948 | $23.26M | $26.02M | - | $2.76M | 11.85% | +0.275% |
| EEM iShares MSCI Emerging Markets ETF | 31,891 | $1.81M | $2.04M | - | $231,362.24 | 12.76% | +0.786% |
| EFA iShares MSCI EAFE ETF | 13,676 | $1.28M | $1.44M | - | $163,631.71 | 12.78% | -0.621% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 4,277 | $421,618.38 | $447,801.9 | - | $26,183.52 | 6.21% | -0.608% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,800 | $414,924.2 | $458,219.97 | - | $43,295.77 | 10.43% | +0.708% |
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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 - $660,712.85, VANGUARD FTSE DEVELOPED MARKETS ETF - $596,438.28, iShares Short Treasury Bond ETF - $502,270.62, Capital Group Core Bond ETF - $431,040.66, and WisdomTree U.S. LargeCap Dividend Fund - $314,013.37. 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 - $46,634.38, Unilever PLC Sponsored American Depositary Receipt - $27,312.72, 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 $3.86M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $660,712.85, VANGUARD FTSE DEVELOPED MARKETS ETF - $596,438.28, iShares Short Treasury Bond ETF - $503,146.59, Capital Group Core Bond ETF - $431,040.66, and WisdomTree U.S. LargeCap Dividend Fund - $314,013.37. 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.
