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:
-0.04%
Gain
Monthly
0%
Yearly
-0.04%
Drawdown
11.33%
$289.57M
Equity
Holdings
$289.57M
Investment
$267.49M
$22M
Profit -$1.39M
Realized
-$77,010.45
Unrealized
$22.08M
Dividends
$3.66M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.39M
Win %
61%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.39M
Win %
61%
This Month
Compared to last month
Gain
-0.21%
Profit
-$617,790.41
Win %
61%
This Year
Compared to last year
Gain
-0.32%
Profit
-$848,446.91
Win %
59%
JNJ Johnson & Johnson
+1.37%
+$3,043.8 
GLD SPDR Gold Shares
+1.03%
+$10,366.15 
CAT Caterpillar Inc.
+0.99%
+$2,847.04 
TLT iShares 20+ Year Treasury Bond ETF
+0.47%
+$7,079.98 
TLH iShares 10-20 Year Treasury Bond ETF
+0.32%
+$3,767.72 
JPM JPMorgan Chase & Co.
+0.3%
+$2,669.37 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.13%
+$819.74 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$729.07 
CGCB Capital Group Core Bond ETF
+0.09%
+$15,673.97 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$257.18 
NUDV Nuveen ESG Dividend ETF
+0.06%
+$141.17 
SHV iShares Short Treasury Bond ETF
+0.04%
+$5,651.56 
DFUV Dimensional US Marketwide Value ETF
+0.02%
+$152.16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$1,171.75 
META Meta Platforms Inc Class A
-3.16%
-$45,256.06 
KLAC KLA Corporation
-2.43%
-$4,859.4 
GOOG Alphabet Inc
-2.16%
-$53,221.05 
TSLA Tesla, Inc.
-2.16%
-$6,827.6 
MSFT Microsoft Corp.
-2.11%
-$35,701.05 
GOOGL Alphabet Inc
-2.11%
-$11,982.98 
V Visa Inc. Class A
-1.72%
-$4,368.07 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$119,703.08 
MAS Masco Corporation
-1.64%
-$3,275 
PABU iShares Paris-Aligned Climate MSCI USA ETF
-1.46%
-$12,384.31 
RELX Relx PLC Sponsored ADR
-1.37%
-$3,095.04 
SMH VanEck Semiconductor ETF
-1.26%
-$3,185.17 
NVDA NVIDIA Corporation
-1.23%
-$18,110.22 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$2,087.72 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$6,342.6 
IWF iShares Russell 1000 Growth ETF
-0.96%
-$4,696.38 
EEM iShares MSCI Emerging Markets ETF
-0.9%
-$18,496.78 
ESGV Vanguard ESG U.S. Stock ETF
-0.89%
-$1,840.31 
XVV iShares ESG Screened S&P 500
-0.89%
-$13,733.79 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$26,459.6 
DFAT Dimensional US Targeted Value ETF
-0.74%
-$12,319.65 
ESGU iShares ESG Aware MSCI USA ETF
-0.67%
-$3,080 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.66%
-$3,043.92 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$1,965.74 
IVV iShares Core S&P 500 ETF
-0.65%
-$621,132.5 
VOO Vanguard S&P 500 ETF
-0.65%
-$38,461.35 
AMZN Amazon.com Inc
-0.64%
-$9,073.6 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$20,667.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$21,679.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.61%
-$1,613 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$61,340.43 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.55%
-$15,341.17 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$1,610.96 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$1,740.88 
AVGO Broadcom Inc.
-0.52%
-$2,050.57 
CGIC Capital Group International Core Equity ETF
-0.51%
-$6,683.4 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$22,862.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$939.07 
AAPL Apple Inc.
-0.46%
-$13,660.33 
EFA iShares MSCI EAFE ETF
-0.43%
-$6,154.2 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.37%
-$1,646.64 
UL Unilever PLC Sponsored American Depositary Receipt
-0.37%
-$797.18 
IWD iShares Russell 1000 Value ETF
-0.34%
-$1,178.19 
AMD Advanced Micro Devices, Inc.
-0.31%
-$603.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.28%
-$72,585.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$109,262.7 
SCHF Schwab International Equity ETF
-0.24%
-$733.33 
PKG Packaging Corporation of America
-0.18%
-$978.6 
DFIV Dimensional International Value ETF
-0.14%
-$1,502.64 
SRE Sempra
-0.07%
-$171.47 
VNQ Vanguard Real Estate ETF
-0.06%
-$437.22 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.05%
-$2,014.08 
MUB iShares National Muni Bond ETF
-0.03%
-$104.69 
IGOV iShares International Treasury Bond ETF
-0.02%
-$56.66 
DE Deere & Company
-0.01%
-$30.74 Events
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Dividends
Dividend Analysis
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| Trades 220 | Longs Won 122/220 55% | Profit Factor 11.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $620,364.12 |
| Average Win $197,331.95 | Best Trade (Jul 15) $8.86M | Sharpe Ratio -13.34 |
| Average Loss -$21,126.65 | Worst Trade (Jul 10) -$559,619.2 | Z-Score 0.66 (48.93%) |
| Commissions $0 | Avg. Trade Length 4m 3w 4d | Expectancy $100,018.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
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Returns
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Option values are updated at end of day.
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