Erin Lavelle Portfolio
Invests via Flight Deck Capita LLP | Managed by Erin Lavelle
Invests via Flight Deck Capita LLP
Managed by Erin Lavelle
Automatically Tracked
Erin Lavelle Profile
With a rich background in strategic market development, Erin Lavelle has carved out a distinct identity as an operating executive within the tech sector. Her expertise encompasses managing cross-functional teams and driving innovation initiatives that enhance company growth and competitiveness. She is particularly known for her adeptness at navigating complex organizational dynamics to implement operational efficiencies and foster sustainable scalability. Through leadership roles across various technology firms, she has contributed significantly to their market positioning by developing compelling value propositions tailored to emerging trends. Her experience places her at the forefront of addressing evolving client needs in an ever-competitive landscape.
With a rich background in strategic market development, Erin Lavelle has carved out a distinct identity as an operating executive within the tech sector. Her expertise encompasses managing cross-functional teams and driving innovation initiatives that enhance company growth and competitiveness. She is particularly known for her adeptness at navigating complex organizational dynamics to implement operational efficiencies and foster sustainable scalability. Through leadership roles across various technology firms, she has contributed significantly to their market positioning by developing compelling value propositions tailored to emerging trends. Her experience places her at the forefront of addressing evolving client needs in an ever-competitive landscape.
Investment Philosophy & Strategy
In a landscape dominated by rapid technological change, Erin Lavelle excels in harnessing opportunities that drive transformative growth. With a keen focus on innovation and operational excellence, she adeptly identifies strategic initiatives that propel business success within the tech industry. Her leadership has been instrumental in aligning teams around ambitious goals while optimizing resource allocation to achieve maximum impact. By integrating forward-thinking solutions with market demands, she continuously enhances organizational agility and competitive differentiation. Lavelle's unique insights into client expectations empower her to craft strategies that not only meet current trends but also anticipate future shifts, ensuring sustainable expansion.
In a landscape dominated by rapid technological change, Erin Lavelle excels in harnessing opportunities that drive transformative growth. With a keen focus on innovation and operational excellence, she adeptly identifies strategic initiatives that propel business success within the tech industry. Her leadership has been instrumental in aligning teams around ambitious goals while optimizing resource allocation to achieve maximum impact. By integrating forward-thinking solutions with market demands, she continuously enhances organizational agility and competitive differentiation. Lavelle's unique insights into client expectations empower her to craft strategies that not only meet current trends but also anticipate future shifts, ensuring sustainable expansion.
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:
219.28%
Gain -0.01%
Monthly
1.44%
Yearly
18.78%
Drawdown
33.92%
$231.68M
Equity
Holdings
$231.68M
Investment
$142.43M
$72.82M
Profit -$9,877.1
Realized
-$16.44M
Unrealized
$89.26M
Dividends
$373,253.13
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$9,877.1
Win %
77%
This Week
Compared To Last Week
Gain
11.17%
Profit
$23.27M
Win %
77%
This Month
Compared to last month
Gain
17.48%
Profit
$34.47M
Win %
77%
This Year
Compared to last year
Gain
12.49%
Profit
$25.73M
Win %
81%
Events
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Dividends
Dividend Analysis
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| Trades 228 | Longs Won 114/228 50% | Profit Factor 1.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.29M |
| Average Win $1.6M | Best Trade (Aug 15) $29.86M | Sharpe Ratio -9.53 |
| Average Loss -$962,385.37 | Worst Trade (Mar 31) -$9.51M | Z-Score -3.92 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $319,367.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.78% | 4.82% | 23.88% |
| Consecutive Losing Trades | 241 | 217 | 193 | 169 | 144 | 120 | 96 | 72 | 48 | 24 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AEVA Aeva Technologies, Inc. | 25,904 | $340,896.64 | $603,045.12 | - | $262,148.48 | 76.9% | +3.836% |
 BE Bloom Energy Corporation | 205,276 | $17.36M | $47.22M | - | $29.86M | 172.01% | -2.616% |
 CBRS Cerebras Systems Inc. | 62,200 | $13.75M | $13.62M | - | -$125,644 | -0.91% | -5.208% |
 CVNA Carvana Co. | 209,780 | $13.48M | $15.86M | - | $2.38M | 17.68% | +2.605% |
 HOOD Robinhood Markets, Inc. | 133,000 | $6.5M | $12.71M | - | $6.2M | 95.42% | -3.864% |
 MELI MercadoLibre, Inc. | 5,567 | $3.55M | $10.27M | - | $6.72M | 189.63% | +0.894% |
 NET Cloudflare Inc. | 89,800 | $19.51M | $28.35M | - | $8.84M | 45.29% | -4.582% |
 PONY Pony AI Inc. | 839,900 | $13.8M | $6.83M | - | -$6.98M | -50.54% | -2.401% |
 SE Sea Ltd. | 190,900 | $15.81M | $23.28M | - | $7.47M | 47.25% | -1.123% |
 TOST Toast Inc. | 236,062 | $5.87M | $8.2M | - | $2.33M | 39.64% | -1.334% |
 U Unity Software Inc. | 1.4M | $32.45M | $64.75M | - | $32.29M | 99.5% | +1.005% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Erin Lavelle?
The largest contributions to the portfolio's profits come from the following stocks: Aeva Technologies, Inc - $11.47M, Netflix, Inc - $6.79M, Tesla, Inc - $6.19M, Nu Holdings Ltd - $4.87M, and Palo Alto Networks, Inc - $4.35M. 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: Affirm Holdings, Inc - $11.62M, SentinelOne Inc - $8.39M, Five9 Inc - $7.78M, Twilio Inc - $5.32M, and Uber Technologies, Inc - $4.43M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erin Lavelle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $373,253.13 earned over time. The largest contributors to dividend income include Quimica y Minera Chilena S.A. ADR - $232,025.86, Broadcom Inc - $68,853, Microsoft Corp - $39,248, Albemarle Corporation - $27,136.5, and GE Vernova Inc - $5,200. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erin Lavelle's monthly returns?
Erin Lavelle's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Erin Lavelle's strategy be considered aggressive or moderate?
Erin Lavelle's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Erin Lavelle's strategy?
Erin Lavelle's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
