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:
47.02%
Gain +0.44%
Monthly
1.32%
Yearly
17.06%
Drawdown
17.32%
$1.75B
Equity
Holdings
$1.75B
Investment
$1.12B
$684.62M
Profit +$9.51M
Realized
$59.46M
Unrealized
$625.16M
Dividends
$35.09M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$9.51M
Win %
100%
This Week
Compared To Last Week
Gain
0.34%
Profit
$5.98M
Win %
100%
This Month
Compared to last month
Gain
-2.55%
Profit
-$45.65M
Win %
100%
This Year
Compared to last year
Gain
7.1%
Profit
$118.91M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 450 | Longs Won 28/450 6% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19.36M |
| Average Win $24.45M | Best Trade (Jun 12) $394.28M | Sharpe Ratio -24.49 |
| Average Loss $0 | Worst Trade - | Z-Score -13.86 (100%) |
| Commissions $0 | Avg. Trade Length 3m 2w 4d | Expectancy $1.52M |
| 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% | 0.07% | 0.65% | 4.29% | 22.61% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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