Kathleen Schroeder Portfolio
Invests via Babb Wealth Advisors LLC | Managed by Kathleen Schroeder
Invests via Babb Wealth Advisors LLC
Managed by Kathleen Schroeder
Automatically Tracked
Veteran healthcare executive and board director focused on biopharma commercialization and corporate strategy. Kathleen Schroeder has led commercial operations, partnering with life‑sciences companies on go‑to‑market planning, pricing and market access. Known for scaling specialty sales teams, guiding M&A integration and advising PE and VC‑backed growth companies, she is active in governance and commercial due diligence for investors targeting specialty therapeutics and digital health.
Veteran healthcare executive and board director focused on biopharma commercialization and corporate strategy. Kathleen Schroeder has led commercial operations, partnering with life‑sciences companies on go‑to‑market planning, pricing and market access. Known for scaling specialty sales teams, guiding M&A integration and advising PE and VC‑backed growth companies, she is active in governance and commercial due diligence for investors targeting specialty therapeutics and digital health.
Investment Philosophy & Strategy
Veteran healthcare executive and board director focused on biopharma commercialization and corporate strategy. Kathleen Schroeder has led commercial operations, partnering with life‑sciences companies on go‑to‑market planning, pricing and market access. Known for scaling specialty sales teams, guiding M&A integration and advising PE and VC‑backed growth companies, she is active in governance and commercial due diligence for investors targeting specialty therapeutics and digital health.
Veteran healthcare executive and board director focused on biopharma commercialization and corporate strategy. Kathleen Schroeder has led commercial operations, partnering with life‑sciences companies on go‑to‑market planning, pricing and market access. Known for scaling specialty sales teams, guiding M&A integration and advising PE and VC‑backed growth companies, she is active in governance and commercial due diligence for investors targeting specialty therapeutics and digital health.
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:
-0.09%
Gain
Monthly
0%
Yearly
-0.06%
Drawdown
21.98%
$198.31M
Equity
Holdings
$198.31M
Investment
$164.38M
$33.82M
Profit -$919,353.01
Realized
-$108,954.62
Unrealized
$33.93M
Dividends
$4.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$919,353.01
Win %
82%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$330,739.48
Win %
82%
This Month
Compared to last month
Gain
-0.17%
Profit
-$334,100.35
Win %
82%
This Year
Compared to last year
Gain
8.44%
Profit
$15.43M
Win %
83%
DFUV Dimensional US Marketwide Value ETF
+0.27%
+$2,310 
DFCF Dimensional Core Fixed Income ETF
+0.19%
+$37,029.04 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.11%
+$1,392.33 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.09%
+$11,840.25 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$4,620.14 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$2,105.09 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-2.88%
-$14,852.71 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.38%
-$6,398.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.09%
-$476,734.98 
DFUS Dimensional U.S. Equity Market ETF
-0.85%
-$212,482.2 
DFAW Dimensional World Equity ETF
-0.84%
-$20,004.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$1,791.96 
DFSU Dimensional US Sustainability Core 1 ETF
-0.73%
-$21,964.08 
DFSI Dimensional International Sustainability Core 1 ETF
-0.7%
-$7,937.92 
GBCI Glacier Bancorp Inc.
-0.66%
-$13,443.48 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$2,797.47 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.49%
-$186,415.9 
FDX FedEx Corporation
-0.38%
-$680.4 
DFAT Dimensional US Targeted Value ETF
-0.04%
-$13,145.97 Events
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Dividends
Dividend Analysis
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| Trades 107 | Longs Won 82/107 76% | Profit Factor 101.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.44M |
| Average Win $416,584.3 | Best Trade (Jul 16) $12.71M | Sharpe Ratio -9.82 |
| Average Loss -$13,447.05 | Worst Trade (Jun 29) -$49,118.33 | Z-Score 8.22 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $316,109.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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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