Sara Beth Stanich Portfolio
Invests via Stanich Group LLC | Managed by Sara Beth Stanich
Invests via Stanich Group LLC
Managed by Sara Beth Stanich
Automatically Tracked
Sara Beth Stanich Profile
Seasoned operator and investor focused on consumer and growth-stage technology companies, Sara Beth Stanich combines operating leadership with sector investing and board experience. She is known for scaling product, go-to-market and talent functions, advising founders on commercial strategy and capital formation. Relevant background spans early-stage venture involvement, corporate partnerships and portfolio management with a focus on revenue acceleration and unit-economics improvement.
Seasoned operator and investor focused on consumer and growth-stage technology companies, Sara Beth Stanich combines operating leadership with sector investing and board experience. She is known for scaling product, go-to-market and talent functions, advising founders on commercial strategy and capital formation. Relevant background spans early-stage venture involvement, corporate partnerships and portfolio management with a focus on revenue acceleration and unit-economics improvement.
Investment Philosophy & Strategy
Combines operator’s discipline with growth-stage venture investing, prioritizing consumer and enterprise software businesses where product-led scale and repeatable go-to-market motion drive durable unit-economics improvement. Focuses on active, board-level partnership—deploying capital to accelerate revenue, optimize pricing and CAC payback, and recruit commercial talent. Favors concentrated, stage-aware allocations with reserve capital for follow-ons, opportunistic participation in corporate partnership plays, and a bias toward metric-driven milestones over narrative. Risk management emphasizes capital efficiency, clear KPIs, and rapid course correction.
Combines operator’s discipline with growth-stage venture investing, prioritizing consumer and enterprise software businesses where product-led scale and repeatable go-to-market motion drive durable unit-economics improvement. Focuses on active, board-level partnership—deploying capital to accelerate revenue, optimize pricing and CAC payback, and recruit commercial talent. Favors concentrated, stage-aware allocations with reserve capital for follow-ons, opportunistic participation in corporate partnership plays, and a bias toward metric-driven milestones over narrative. Risk management emphasizes capital efficiency, clear KPIs, and rapid course correction.
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:
29.9%
Gain +1.57%
Monthly
1.33%
Yearly
17.16%
Drawdown
15.12%
$162.47M
Equity
Holdings
$162.47M
Investment
$126.55M
$37.74M
Profit +$2.46M
Realized
$1.81M
Unrealized
$35.93M
Dividends
$3.86M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.57%
Profit
$2.46M
Win %
92%
This Week
Compared To Last Week
Gain
1.6%
Profit
$2.56M
Win %
92%
This Month
Compared to last month
Gain
3.27%
Profit
$5.14M
Win %
92%
This Year
Compared to last year
Gain
1.64%
Profit
$2.79M
Win %
91%
AMZN Amazon.com Inc
+15.32%
+$78,690.46 
GOOG Alphabet Inc
+6.88%
+$22,257.93 
GOOGL Alphabet Inc
+6.73%
+$26,110.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$8,828.19 
MSFT Microsoft Corp.
+3.02%
+$31,462.18 
NVDA NVIDIA Corporation
+2.93%
+$26,705.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,665.28 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$42,099.38 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,920.96 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$69,379.67 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1,959.41 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,064.93 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,610.73 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,573.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,717.74 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,693.44 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$490,756.22 
VONE Vanguard Russell 1000 ETF
+0.64%
+$1,791.33 
IYW iShares U.S. Technology ETF
+0.46%
+$4,811.32 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,724.05 
AVGO Broadcom Inc.
+0.37%
+$1,078.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$807.24 
JNJ Johnson & Johnson
+0.21%
+$705.96 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$537.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$10,513.86 
HLAL Wahed FTSE USA Shariah ETF
+0.12%
+$248 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$216,781.32 
MU Micron Technology, Inc.
-5.9%
-$68,409.67 
PBA Pembina Pipeline Corporation
-2.97%
-$7,020 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,556.26 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$16,678.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,248.14 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$149,116.16 
LLY Eli Lilly and Company
-0.53%
-$1,544.76 
SCHH Schwab U.S. REIT ETF
-0.49%
-$29,410.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$7,777.68 
IWM iShares Russell 2000 ETF
-0.47%
-$2,514.49 
VGT Vanguard Information Technology ETF
-0.38%
-$1,095.21 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,583.32 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,157.84 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,557.59 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,059.13 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.23%
-$2,404.82 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,714.51 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.21%
-$462.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$447.74 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$12,173.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$481.1 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,741.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$194.96 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$198.65 Events
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Dividends
Dividend Analysis
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| Trades 310 | Longs Won 259/310 83% | Profit Factor 75.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $860,076.76 |
| Average Win $147,654.51 | Best Trade (Aug 13) $14.63M | Sharpe Ratio -10.96 |
| Average Loss -$9,887.37 | Worst Trade (Mar 30) -$111,837.32 | Z-Score 21.43 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $121,736.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,841 | $2.11M | $2.73M | - | $616,597.03 | 29.16% | -7.354% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,824 | $308,409.23 | $351,531.52 | - | $43,122.29 | 13.98% | -0.328% |
| AMD Advanced Micro Devices, Inc. | 926 | $537,923 | $440,914.89 | - | -$97,008.11 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,181 | $479,617.07 | $592,315.96 | - | $112,698.89 | 23.5% | +15.321% |
| AVGO Broadcom Inc. | 749 | $250,762.96 | $291,570.72 | - | $40,807.76 | 16.27% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 434 | $217,169 | $222,008.36 | - | $4,839.36 | 2.23% | +0.365% |
| DGRO iShares Core Dividend Growth ETF | 7,080 | $438,517.3 | $552,310.81 | - | $113,793.51 | 25.95% | -0.281% |
| DSI iShares MSCI KLD 400 Social ETF | 23,005 | $2.54M | $3.25M | - | $718,031.49 | 28.31% | +1.311% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 3,697 | $251,432 | $249,362.65 | - | -$2,069.35 | -0.82% | +0.792% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 232,994 | $19.29M | $24.39M | - | $5.1M | 26.46% | -0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 147,616 | $5.24M | $7.61M | - | $2.36M | 45.04% | +0.921% |
| ESGV Vanguard ESG U.S. Stock ETF | 551,409 | $58.72M | $72.8M | - | $14.07M | 23.97% | +0.679% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 135,264 | $5.77M | $7.27M | - | $1.49M | 25.83% | -0.167% |
| EZM WisdomTree U.S. MidCap Fund | 3,973 | $248,352.06 | $301,312.32 | - | $52,960.26 | 21.32% | -0.066% |
| GOOG Alphabet Inc | 969 | $278,021.39 | $345,593.84 | - | $67,572.45 | 24.3% | +6.884% |
| GOOGL Alphabet Inc | 1,162 | $295,308.17 | $413,823.06 | - | $118,514.89 | 40.13% | +6.734% |
| HEZU iShares Currency Hedged MSCI Eurozone ETF | 21,665 | $837,351.59 | $1.06M | - | $222,716.86 | 26.6% | -0.226% |
| HLAL Wahed FTSE USA Shariah ETF | 3,100 | $221,303 | $216,690 | - | -$4,613 | -2.08% | +0.115% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 2,437 | $221,596.42 | $272,651.56 | - | $51,055.14 | 23.04% | -0.071% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 21,771 | $1.74M | $2.07M | - | $329,970.27 | 18.96% | -0.084% |
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FAQ
Which stocks have generated the highest profits for Sara Beth Stanich?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard ESG U.S. Stock ETF - $1.16M, iShares ESG Aware MSCI EAFE ETF - $944,665.02, Nuveen ESG U.S. Aggregate Bond ETF - $454,864.08, Micron Technology, Inc - $266,272.81, and iShares Core U.S. Aggregate Bond ETF - $256,667.19. 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: Tesla, Inc - $111,837.32, Alphabet Inc - $40,221.27, Berkshire Hathaway Inc - $27,495.38, iShares MSCI USA ESG Select ETF - $631.52, and Amazon.com Inc - $176.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sara Beth Stanich'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 ESG Aware MSCI EAFE ETF - $944,665.02, Vanguard ESG U.S. Stock ETF - $858,206.62, Nuveen ESG U.S. Aggregate Bond ETF - $255,054.99, iShares Core U.S. Aggregate Bond ETF - $220,766.98, and Vanguard Short-Term Treasury Fund - $219,724.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sara Beth Stanich's monthly returns?
Sara Beth Stanich'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 Sara Beth Stanich's strategy be considered aggressive or moderate?
Sara Beth Stanich's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sara Beth Stanich's strategy?
Sara Beth Stanich'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.
