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
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.
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.
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:
15.25%
Gain +2.11%
Monthly
1.06%
Yearly
13.54%
Drawdown
6.43%
$138.22M
Equity
Holdings
$138.22M
Investment
$122.09M
$16.21M
Profit +$2.54M
Realized
$86,045.6
Unrealized
$16.12M
Dividends
$3.45M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.11%
Profit
$2.54M
Win %
59%
This Week
Compared To Last Week
Gain
1.83%
Profit
$2.48M
Win %
59%
This Month
Compared to last month
Gain
2.05%
Profit
$2.78M
Win %
59%
This Year
Compared to last year
Gain
1.53%
Profit
$2.08M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$47,228.71 
GOOGL Alphabet Inc
+6.73%
+$13,482 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$6,426.89 
MSFT Microsoft Corp.
+3.02%
+$10,596.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,335.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$35,415.07 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,472.59 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,454.08 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$56,860.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$32,019.3 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,187.36 
IWB iShares Russell 1000 ETF
+0.64%
+$7,190.49 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$12,086.48 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$54,295.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$99,135.94 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,077.63 
FEX First Trust Large Cap Core Fund A
+0.01%
+$18.73 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$53,355.52 
KO The Coca-Cola Company
-1.02%
-$2,796.3 
IYH iShares U.S. Healthcare ETF
-0.7%
-$1,446.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$53,818.77 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$21,669.55 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,106.06 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,679.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$7,191.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,813.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,317.46 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,272.97 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,955.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$782.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,277.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$351.5 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$7,492 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,161.06 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$2,258.26 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$12,930.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,155.26 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$1,047.58 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$936.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$2,570.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$230.08 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$370 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$98.82 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$3,075.42 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$665.1 Events
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Dividends
Dividend Analysis
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| Trades 193 | Longs Won 127/193 65% | Profit Factor 19.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,679.35 |
| Average Win $134,643.42 | Best Trade (Aug 13) $3.84M | Sharpe Ratio -12.64 |
| Average Loss -$13,518.2 | Worst Trade (Aug 13) -$186,202.05 | Z-Score 0.9 (63.45%) |
| Commissions $0 | Avg. Trade Length 7m 2w 4d | Expectancy $83,976.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,176 | $463,155.79 | $672,188.16 | - | $209,032.37 | 45.13% | -7.354% |
| AMZN Amazon.com Inc | 1,309 | $287,435.14 | $355,498.21 | - | $68,063.07 | 23.68% | +15.321% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 97,252 | $1.9M | $1.9M | - | $52.06 | - | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 100,285 | $1.97M | $1.97M | - | -$4,757.97 | -0.24% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 93,696 | $1.92M | $1.9M | - | -$15,704.52 | -0.82% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 104,758 | $1.96M | $1.94M | - | -$21,677.27 | -1.11% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 112,913 | $1.91M | $1.86M | - | -$41,515.9 | -2.18% | -0.121% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 37,000 | $864,728.16 | $846,560 | - | -$18,168.16 | -2.1% | -0.044% |
| DFAE Dimensional Emerging Core Equity Market ETF | 6,339 | $206,461 | $237,839.28 | - | $31,378.28 | 15.2% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 80,257 | $2.84M | $3.38M | - | $536,849.66 | 18.89% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 16,269 | $1.06M | $1.32M | - | $256,383.9 | 24.14% | -0.172% |
| DFAU Dimensional US Core Equity Market ETF | 193,912 | $8.46M | $10.04M | - | $1.58M | 18.65% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 22,668 | $693,368.59 | $827,608.68 | - | $134,240.09 | 19.36% | -0.219% |
| DFUS Dimensional U.S. Equity Market ETF | 101,537 | $6.81M | $8.28M | - | $1.47M | 21.58% | +0.691% |
| EFA iShares MSCI EAFE ETF | 3,191 | $285,243 | $336,905.78 | - | $51,662.78 | 18.11% | -0.621% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,134 | $288,730.61 | $349,229.08 | - | $60,498.47 | 20.95% | +0.708% |
| FEX First Trust Large Cap Core Fund A | 1,500 | $209,810 | $204,434.98 | - | -$5,375.02 | -2.56% | +0.009% |
| GOOGL Alphabet Inc | 600 | $214,422 | $213,678 | - | -$744 | -0.35% | +6.734% |
| ICSH iShares Short Treasury Bond ETF | 95,635 | $4.85M | $4.84M | - | -$12,801.38 | -0.26% | 0.0 |
| IEF iShares 7-10 Year Treasury Bond ETF | 27,659 | $2.65M | $2.57M | - | -$77,246.63 | -2.92% | -0.279% |
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FAQ
Which stocks have generated the highest profits for Semitam Bonam LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares 5-10 Year Investment Grade Corporate Bond ETF - $572,996.63, iShares 1-5 Year Investment Grade Corporate Bond ETF - $386,075.75, iShares 0-5 Year TIPS Bond ETF - $288,680.92, iShares Short Treasury Bond ETF - $220,145.6, and VANGUARD TOTAL STOCK MKT ETF - $218,012. 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: Microsoft Corp - $47,601.24, Vanguard S&P 500 ETF - $11,276.2, The Coca-Cola Company - $8,137.96, and Amazon.com Inc - $175.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Semitam Bonam LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.45M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $572,996.63, iShares 1-5 Year Investment Grade Corporate Bond ETF - $386,075.75, iShares 0-5 Year TIPS Bond ETF - $288,680.92, iShares Short Treasury Bond ETF - $220,045.44, and iShares 3-7 Year Treasury Bond ETF - $209,769.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Semitam Bonam LLC's monthly returns?
Semitam Bonam LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Semitam Bonam LLC's strategy be considered aggressive or moderate?
Semitam Bonam LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Semitam Bonam LLC's strategy?
Semitam Bonam LLC's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
