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:
27.3%
Gain -0.36%
Monthly
1.31%
Yearly
16.97%
Drawdown
15.01%
$159M
Equity
Holdings
$159M
Investment
$127.3M
$34.6M
Profit -$557,153.17
Realized
$2.15M
Unrealized
$32.45M
Dividends
$3.91M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$557,153.17
Win %
87%
This Week
Compared To Last Week
Gain
0.12%
Profit
$184,012.24
Win %
87%
This Month
Compared to last month
Gain
0.12%
Profit
$190,312.81
Win %
87%
This Year
Compared to last year
Gain
-0.53%
Profit
-$682,491.06
Win %
88%
AAPL Apple Inc.
+1.76%
+$50,924.16 
DGRO iShares Core Dividend Growth ETF
+1.25%
+$6,796.8 
JNJ Johnson & Johnson
+1.19%
+$3,929.39 
LLY Eli Lilly and Company
+1.08%
+$3,160.08 
SUSA iShares MSCI USA ESG Select ETF
+0.01%
+$35.86 
HLAL Wahed FTSE USA Shariah ETF
0%
+$1.24 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
-$0.01 
AVGO Broadcom Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.01 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
EZM WisdomTree U.S. MidCap Fund
0%
$0 
GOOG Alphabet Inc
0%
+$0.01 
HEZU iShares Currency Hedged MSCI Eurozone ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MSFT Microsoft Corp.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
QEFA SPDR MSCI EAFE StrategicFactors ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
MU Micron Technology, Inc.
-5.65%
-$67,681.04 
GOOGL Alphabet Inc
-4.44%
-$19,126.53 
NVDA NVIDIA Corporation
-2.4%
-$23,852.7 
IYW iShares U.S. Technology ETF
-2.31%
-$25,616.25 
AMZN Amazon.com Inc
-1.99%
-$11,057.69 
VGT Vanguard Information Technology ETF
-1.94%
-$5,756.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$4,390.7 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$3,338.24 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.68%
-$1,503.45 
ESGV Vanguard ESG U.S. Stock ETF
-0.62%
-$457,669.47 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$1,971.38 
VONE Vanguard Russell 1000 ETF
0%
-$2.6 Events
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Dividends
Dividend Analysis
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| Trades 310 | Longs Won 248/310 80% | Profit Factor 163.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $787,856.27 |
| Average Win $140,381.47 | Best Trade (Jul 17) $13.02M | Sharpe Ratio -62.62 |
| Average Loss -$3,444.16 | Worst Trade (Jul 17) -$58,983.6 | Z-Score 12.34 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy $111,616.34 |
| 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% | 0.25% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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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