Real money · Real broker (Charles Schwab) · Verified via SnapTrade · Updated every 4 hours
About
Former FAANG quant turned long-term investor. I look for companies with durable competitive moats, strong free cash flow, and exceptional management. High conviction, low turnover.
Cumulative Return
12 months
Total Return
since Apr 2023
YTD
year-to-date
Avg Hold
median
Win Rate
closed positions
Allocation
5 sectors · 100%
- Technology48%
- Healthcare22%
- Financials14%
- Consumer10%
- Other6%
Risk Profile
Moderate
Sharpe
risk-adjusted
1.84Max DD
worst drawdown
Beta
vs S&P 500
Recent Trades
12 trades this month · Latest 2 hours ago
🔥 Campfire
Where Sarah's subscribers gather
Threaded discussions · 47 active members this week · 3 new threads
Semiconductor cycle: are we mid-inning?
Started by Sarah · 5 weeks ago
Healthcare
Started by Sarah · 6 weeks ago
Started by Priya · 6 weeks ago
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Past performance is not indicative of future results. Investing involves risk, including loss of principal. Performance is verified through a read-only SnapTrade connection to Sarah's Charles Schwab account. Data updated every 4 hours during market hours. Medea is not a broker, investment adviser, or fiduciary. Read the full disclosure.