GirlBoss - Female Leadership and the Women's Market
Ankerstar Wealth
GirlBoss - Female Leadership and the Women's Market
+17.0%
S&P 500 (SPY, with dividends)
The S&P 500 is shown using the SPDR S&P 500 ETF Trust (SPY): its price change plus the dividends it paid, counted as cash and not reinvested, the same way Portfolio returns count dividends, over the same dates as each Portfolio. It is shown for comparison only: it has no Autopilot advisory fee, it is not a Portfolio on Autopilot, and past performance does not guarantee future results.
Capital on Autopilot
$102,929
Ankerstar Wealth subscription: $30.00 quarterly · $345.00 yearly
One subscription covers every portfolio from this Pilot.
Returns as of . How returns are calculated
Started
| Timeframe | Return |
|---|---|
| Month | +7.2% |
| 3 months | +11.0% |
| YTD | n/a |
| 1 year | n/a |
| Since start | +17.0% |
| Benchmark | Month | 3 months | YTD | 1 year | Since start |
|---|---|---|---|---|---|
| S&P 500 (SPY, with dividends) | -1.0% | -0.34% | n/a | n/a | +11.8% |
The S&P 500 is shown using the SPDR S&P 500 ETF Trust (SPY): its price change plus the dividends it paid, counted as cash and not reinvested, the same way Portfolio returns count dividends, over the same dates as each Portfolio. It is shown for comparison only: it has no Autopilot advisory fee, it is not a Portfolio on Autopilot, and past performance does not guarantee future results.
GirlBoss is a concentrated equity strategy built on two ideas: that women increasingly lead the companies shaping the economy, and that companies serving women represent a large and durable consumer market. The strategy is divided evenly between the two. Half the portfolio is invested in companies where a woman holds the chief executive role, or another senior executive role where the CEO is not a woman, with preference given to a female CEO. The other half is invested in companies whose products and services are made primarily for women, spanning beauty and personal care, apparel and accessories, specialty retail, and women's health. Several holdings satisfy both tests and are counted once. If a qualifying executive departs, the position is reviewed at the next rebalance and may be sold.
The strategy holds 20 individual companies and is concentrated by design. It does not seek broad diversification, income, or downside protection, and does not use leverage or leveraged instruments.
Risks. Because half the model is built around companies serving women, the portfolio carries substantial exposure to consumer discretionary and consumer staples businesses — beauty and specialty retail in particular — which tend to move together and can decline together. Applying these screens narrows the investable universe and may cause the strategy to perform differently from, and at times worse than, the broader market. Individual positions are large enough that a single company's results can meaningfully affect the portfolio. Loss of principal, including total loss, is possible. Holdings and weights are subject to change without notice. Past performance does not guarantee future results.
Fund Manager: Steve Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward analysis. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Individual securities have historically been extremely volatile. Not a complete investment program or personalized advice.
Top holdings
Weight in the GirlBoss - Female Leadership and the Women's Market, as of
Bath & Body Works, Inc. (BBWI)7.0%See all holdings in the Autopilot app
Individual stocks shown are illustrative and not a recommendation.
Ankerstar Wealth is an independent Third-Party Pilot and is not an employee, agent of, or supervised by Autopilot. Third-Party Pilots are not investment advisers or regulated or licensed by the SEC or other regulators, owe you no fiduciary duty, and do not provide personalized recommendations or investment advice or ensure suitability for your circumstances. Autopilot doesn't manage, validate, or guarantee this Pilot's portfolios. Learn more: https://start.joinautopilot.com/legal/thirdpartypilots#third-party-pilots
Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). Past performance does not guarantee future results. This is published data, not a recommendation, not a ranking, and not an order. View important info at https://joinautopilot.com/disclaimer.
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.