SW
Sheri Widerburg Portfolio
Invests via FJ Investments LLC | Managed by Sheri Widerburg
Invests via FJ Investments LLC
Managed by Sheri Widerburg
Automatically Tracked
Sheri Widerburg Profile
Sheri Widerburg has built an extensive career centered on transformative leadership and innovation within the corporate landscape. With a proven track record as an operating executive, she is recognized for her adeptness in steering organizations through growth phases while enhancing operational efficiencies. Her insights into market trends and customer needs have driven product development initiatives that resonate across various sectors. This breadth of experience positions her as a strategic asset in navigating complex business environments, fostering sustainable growth, and driving value creation.
Sheri Widerburg has built an extensive career centered on transformative leadership and innovation within the corporate landscape. With a proven track record as an operating executive, she is recognized for her adeptness in steering organizations through growth phases while enhancing operational efficiencies. Her insights into market trends and customer needs have driven product development initiatives that resonate across various sectors. This breadth of experience positions her as a strategic asset in navigating complex business environments, fostering sustainable growth, and driving value creation.
Investment Philosophy & Strategy
Growth in emerging markets often requires a nuanced understanding of consumer behavior and operational frameworks. Drawing on her leadership experience, Sheri Widerburg strategically navigates new opportunities by focusing on innovation-led initiatives that align with evolving market dynamics. Her entrepreneurial background lends itself to identifying unique value propositions while fostering agility within organizations. A keen advocate for developing scalable solutions, she effectively bridges the gap between strategic vision and execution, enabling sustainable business practices that contribute to long-term success.
Growth in emerging markets often requires a nuanced understanding of consumer behavior and operational frameworks. Drawing on her leadership experience, Sheri Widerburg strategically navigates new opportunities by focusing on innovation-led initiatives that align with evolving market dynamics. Her entrepreneurial background lends itself to identifying unique value propositions while fostering agility within organizations. A keen advocate for developing scalable solutions, she effectively bridges the gap between strategic vision and execution, enabling sustainable business practices that contribute to long-term success.
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:
49.96%
Gain -0.09%
Monthly
1.31%
Yearly
16.88%
Drawdown
9.45%
$1.92B
Equity
Holdings
$1.92B
Investment
$1.21B
$869.33M
Profit -$2.44M
Realized
$157.08M
Unrealized
$712.25M
Dividends
$39.77M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$2.44M
Win %
95%
This Week
Compared To Last Week
Gain
2.44%
Profit
$45.7M
Win %
95%
This Month
Compared to last month
Gain
2.44%
Profit
$45.7M
Win %
95%
This Year
Compared to last year
Gain
4.33%
Profit
$79.67M
Win %
95%
Events
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Dividends
Dividend Analysis
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| Trades 453 | Longs Won 336/453 74% | Profit Factor 42.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $21.23M |
| Average Win $2.65M | Best Trade (Aug 07) $429.35M | Sharpe Ratio -59.51 |
| Average Loss -$179,915.93 | Worst Trade (Mar 30) -$7.2M | Z-Score -0.01 (0.62%) |
| Commissions $0 | Avg. Trade Length 3m 3w 1d | Expectancy $1.92M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.3% | 2.65% | 17.99% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMZN Amazon.com Inc | 146,071 | $22.19M | $39.77M | - | $17.58M | 79.19% | -0.143% |
 BRK-B Berkshire Hathaway Inc. | 62,288 | $22.22M | $32.32M | - | $10.1M | 45.47% | 0.0 |
 GOOGL Alphabet Inc | 508,140 | $71.31M | $181.79M | - | $110.48M | 154.94% | -1.291% |
 PARR Par Pacific Holdings Inc. | 991,107 | $26.29M | $85.26M | - | $58.97M | 224.27% | +23.041% |
 VGSH Vanguard Short-Term Treasury Fund | 1.55M | $90.21M | $90.06M | - | -$155,009.77 | -0.17% | +0.103% |
 VOO Vanguard S&P 500 ETF | 2.11M | $976.84M | $1.49B | - | $515.28M | 52.75% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Sheri Widerburg?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $70.4M, NVIDIA Corporation - $26.23M, Amazon.com Inc - $11.18M, Berkshire Hathaway Inc - $9.42M, and Microsoft Corp - $7.88M. 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: Apple Inc - $7.12M, Tesla, Inc - $2.54M, Adobe Inc - $1.09M, Boeing Company - $1M, and UnitedHealth Group Incorporated - $718,077.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sheri Widerburg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.77M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $34.19M, Alphabet Inc - $941,165.78, Vanguard Short-Term Treasury Fund - $558,315.04, iShares MSCI ACWI ETF - $427,666.75, and Vanguard Information Technology ETF - $158,107.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheri Widerburg's monthly returns?
Sheri Widerburg's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Sheri Widerburg's strategy be considered aggressive or moderate?
Sheri Widerburg'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 Sheri Widerburg's strategy?
Sheri Widerburg's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
