SBL

Semitam Bonam LLC Portfolio

Invests via Semitam Bonam LLC | Managed by Aryn Sands

Invests via Semitam Bonam LLC

Managed by Aryn Sands

Automatically Tracked

Tracking: 0 Updated: 1 Hour ago

Company Profile

Established as a dynamic player in the corporate advisory space, Semitam Bonam LLC offers specialized services that enhance strategic decision-making for its clientele. With a strong focus on enabling organizations to navigate complex challenges and capitalize on opportunities, it operates at the intersection of finance and operations. The firm's approach is rooted in a deep understanding of market dynamics and industry best practices, making it an invaluable resource for businesses seeking growth or transition strategies. By leveraging extensive expertise in both advisory and operational execution, this entity stands out as an essential partner in fostering sustainable success within competitive markets.

Investment Philosophy & Strategy

At the forefront of strategic innovation, Semitam Bonam LLC positions itself as an influential corporate advisory firm that excels in transforming operational frameworks. The firm's leadership combines profound market insights with a tactical understanding of organizational needs, fostering dynamic growth pathways for diverse clients. By embracing agility and customized solutions, it cultivates long-term relationships that enable companies to adeptly seize emerging opportunities while optimizing performance metrics. This commitment to enhancing operational efficacy ensures Semitam Bonam remains a trusted ally in driving meaningful change across various sectors.

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:

11.89%

Gain +0.62%

Monthly

0.98%

Yearly

11.89%

Drawdown

5.73%

$132.41M

Equity

Holdings

$132.41M

Investment

$118.01M

$14.52M

Profit +$835,640.98

Realized

$121,476.31

Unrealized

$14.4M

Dividends

$2.81M

Goals

Avg. 91% completed goals

Yearly

Gain > 5%

2026

82%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.62%

Profit

$835,640.98

Win %

61%

This Week

Compared To Last Week

Gain

0.7%

Profit

$918,302.84

Win %

61%

This Month

Compared to last month

Gain

0.1%

Profit

$131,724.56

Win %

61%

This Year

Compared to last year

Gain

4.11%

Profit

$5.49M

Win %

64%

Gainers
Losers

AAPL Apple Inc.

+0.75%

+$4,391.14

DFAI Dimensional International Core Equity Market ETF

+0.32%

+$10,419.3

IEF iShares 7-10 Year Treasury Bond ETF

+0.32%

+$8,121.9

EFA iShares MSCI EAFE ETF

+0.25%

+$829.66

AMZN Amazon.com Inc

+0.22%

+$732.59

VGIT Vanguard Intermediate-Term Treasury Fund

+0.19%

+$386.65

IEI iShares 3-7 Year Treasury Bond ETF

+0.17%

+$8,834.08

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

+0.15%

+$16,376.72

SDY SPDR S&P Dividend ETF

+0.11%

+$1,035.3

BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF

+0.09%

+$728.64

SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF

+0.08%

+$192.2

BSCT Invesco BulletShares 2029 Corporate Bond ETF

+0.05%

+$1,000.84

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.04%

+$2,972.56

BSCU Invesco BulletShares 2030 Corporate Bond ETF

+0.03%

+$543.23

ICSH iShares Short Treasury Bond ETF

+0.03%

+$1,412.88

SHY iShares 1-3 Year Treasury Bond ETF

+0.02%

+$1,288.62

VO Vanguard Mid-Cap ETF

+0.01%

+$57.52

BSCQ Invesco BulletShares 2026 Corporate Bond ETF

+0.01%

+$107.18

MDY SPDR S&P MidCap 400 ETF Trust

+$0.08

XLK State Street Technology Select Sector SPDR ETF

-2.16%

-$13,868.97

DFAE Dimensional Emerging Core Equity Market ETF

-1.51%

-$3,961.87

QQQ Invesco QQQ Trust, Series 1

-1.47%

-$19,188.76

KO The Coca-Cola Company

-1.1%

-$2,756.33

VWO Vanguard FTSE Emerging Markets ETF

-1%

-$2,544.31

ESGU iShares ESG Aware MSCI USA ETF

-0.55%

-$1,987.38

DFUS Dimensional U.S. Equity Market ETF

-0.46%

-$38,428.87

SPY SPDR S&P 500 ETF Trust

-0.45%

-$22,438.21

IWB iShares Russell 1000 ETF

-0.43%

-$5,156.69

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.42%

-$19,968.75

VTI VANGUARD TOTAL STOCK MKT ETF

-0.41%

-$77,812.74

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

-0.39%

-$7,821.37

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-0.38%

-$3,155.64

DFAU Dimensional US Core Equity Market ETF

-0.37%

-$36,455.83

SPSM SPDR Portfolio S&P 600 Small Cap ETF

-0.35%

-$9,314.37

VXUS Vanguard Total International Stock Index Fund Investor Shares

-0.32%

-$3,027.92

VEU Vanguard FTSE All-World ex-US ETF

-0.28%

-$5,696.57

DFAS Dimensional U.S. Small Cap ETF

-0.12%

-$1,569.9

STIP iShares 0-5 Year TIPS Bond ETF

-0.07%

-$3,740.55

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

-0.04%

-$1,266.45

VBR VANGUARD SMALL-CAP VALUE ETF

-0.03%

-$130.4

BSCR Invesco BulletShares 2027 Corporate Bond ETF

-0.03%

-$484.55

VYM Vanguard High Dividend Yield ETF

-0.03%

-$111.88

BSCS Invesco BulletShares 2028 Corporate Bond ETF

-0.02%

-$451.67

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.01%

-$562.88

Events

Dividends

Dividend Analysis

No Data

Trades 153	Longs Won 102/153 66%	Profit Factor 45.03
Profitability	Shorts Won 0/0 0%	Standard Deviation $354,766.39
Average Win $145,601.58	Best Trade (Jun 15) $3.43M	Sharpe Ratio -13.85
Average Loss -$6,466.92	Worst Trade (Jun 10) -$101,084.13	Z-Score 1.19 (76.49%)
Commissions $0	Avg. Trade Length 7m 6d	Expectancy $94,912.08

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%	<0.01%
Consecutive Losing Trades	20,408	18,367	16,327	14,286	12,245	10,204	8,163	6,122	4,082	2,041