Lindsay Voak Portfolio
Invests via Greenland Capital Management LP | Managed by Lindsay Voak
Invests via Greenland Capital Management LP
Managed by Lindsay Voak
Automatically Tracked
Lindsay Voak Profile
Lindsay Voak has established herself as a dynamic entrepreneur within the tech sector, focusing on innovation and product development. With a background that spans both engineering and business strategy, she brings a unique blend of technical expertise and market acumen to her endeavors. Her leadership experience includes steering several startups through pivotal growth phases, where her ability to identify emerging trends in technology has been instrumental in driving success. Voak’s active engagement with venture capitalists underlines her significance in cultivating investor relationships that support new ventures in competitive landscapes.
Lindsay Voak has established herself as a dynamic entrepreneur within the tech sector, focusing on innovation and product development. With a background that spans both engineering and business strategy, she brings a unique blend of technical expertise and market acumen to her endeavors. Her leadership experience includes steering several startups through pivotal growth phases, where her ability to identify emerging trends in technology has been instrumental in driving success. Voak’s active engagement with venture capitalists underlines her significance in cultivating investor relationships that support new ventures in competitive landscapes.
Investment Philosophy & Strategy
Innovation Lens: In the ever-evolving landscape of technology, Lindsay Voak exemplifies a forward-thinking entrepreneurial spirit. Her commitment to fostering disruptive ideas has positioned her as a key player in identifying breakthrough solutions that resonate with market demands. Leveraging her dual expertise in engineering and strategic business management, she adeptly navigates complex challenges faced by emerging tech firms. By prioritizing collaborative efforts with venture capitalists, she enhances access to essential resources for fledgling enterprises seeking growth and scalability. This proactive stance ensures that opportunities are not merely recognized but effectively pursued, establishing sustainable pathways for success.
Innovation Lens: In the ever-evolving landscape of technology, Lindsay Voak exemplifies a forward-thinking entrepreneurial spirit. Her commitment to fostering disruptive ideas has positioned her as a key player in identifying breakthrough solutions that resonate with market demands. Leveraging her dual expertise in engineering and strategic business management, she adeptly navigates complex challenges faced by emerging tech firms. By prioritizing collaborative efforts with venture capitalists, she enhances access to essential resources for fledgling enterprises seeking growth and scalability. This proactive stance ensures that opportunities are not merely recognized but effectively pursued, establishing sustainable pathways for success.
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:
31.67%
Gain -0.32%
Monthly
0.55%
Yearly
6.84%
Drawdown
15.96%
$487.42M
Equity
Holdings
$487.42M
Investment
$502.87M
$170.28M
Profit -$1.83M
Realized
$185.73M
Unrealized
-$15.45M
Dividends
$54.16M
Goals
Avg. 32% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$1.83M
Win %
46%
This Week
Compared To Last Week
Gain
0.99%
Profit
$4.78M
Win %
46%
This Month
Compared to last month
Gain
1.48%
Profit
$7.11M
Win %
46%
This Year
Compared to last year
Gain
-7.26%
Profit
-$38.31M
Win %
54%
PDYNW Sarcos Technology and Robotics Corporation
+39.29%
+$337.22 
KIDZW Classover Holdings Inc. Warrant
+26.03%
+$190 
BAERW Wildfire New Pubco Inc.
+13.05%
+$787.02 
AERTW Aeries Technology Inc.
+8.2%
+$48.6 
SMTC Semtech Corporation
+7.11%
+$26,918.92 
KYIVW Kyivstar Group Ltd. Warrant
+6.14%
+$66,041.41 
HQWWW Horizon Quant Warrant
+6.06%
+$9,058.4 
ANNAW Aleanna Inc.
+4.71%
+$417.36 
LQDA Liquidia Corporation
+4.23%
+$288,960 
MSTR Strategy Inc.
+3.98%
+$147,470.8 
MTSI MACOM Technology Solutions Holdings, Inc.
+3.81%
+$15,881.57 
MU Micron Technology Inc.
+3.64%
+$17,378.91 
LNG Cheniere Energy Inc.
+3.63%
+$23,340.78 
VIAV Viavi Solutions Inc.
+3.56%
+$11,988 
AMBA Ambarella Inc.
+3.52%
+$11,213.22 
GTLB GitLab Inc. Class A Common Stock
+3.48%
+$53,025.2 
U Unity Software Inc.
+3.38%
+$27,053.12 
JBL Jabil Inc.
+3.15%
+$20,165.9 
P Everpure Inc. Class A Common Stock
+3.09%
+$28,663.36 
LITE Lumentum Holdings Inc.
+3.07%
+$11,775.91 
NOK Nokia Corporation Sponsored ADR
+3.06%
+$12,084.97 
KGS Kodiak Gas Services Inc.
+2.83%
+$12,450 
KMI Kinder Morgan Inc.
+2.77%
+$11,220 
OPTXW OmniLit Acquisition Corp. Warrant
+2.76%
+$1,500 
MRVL Marvell Technology Inc.
+2.67%
+$9,916.17 
CDNS Cadence Design Systems, Inc.
+2.61%
+$21,210.03 
XOM ExxonMobil Holdings Corporation
+2.6%
+$10,463.8 
SBAC SBA Communications Corporation
+2.58%
+$59,784.4 
SANM Sanmina Corporation
+2.4%
+$8,815.69 
DELL Dell Technologies Inc. Class C Common Stock
+2.38%
+$14,728.35 
NTAP NetApp, Inc.
+2.36%
+$30,641.16 
COHR Coherent Corp.
+2.29%
+$5,962.5 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.12%
+$19,639.84 
APH Amphenol Corp. Class A Common Stock
+2.08%
+$62,557.12 
NUCLW Eagle Nuclear Energy Corp. Warrants
+2.04%
+$1,011.54 
AMD Advanced Micro Devices Inc.
+2.02%
+$10,178.25 
INTC Intel Corporation
+1.97%
+$6,059.76 
ANET Arista Networks Inc.
+1.84%
+$12,826.9 
TXN Texas Instruments Inc.
+1.83%
+$14,338.54 
GFS GlobalFoundries Inc.
+1.73%
+$6,211.5 
AMAT Applied Materials Inc.
+1.71%
+$6,051.04 
CXAIW Kins Technology Group Inc.
+1.7%
+$49.6 
ARI Apollo Commercial Real Estate Finance, Inc.
+1.67%
+$90,825 
STX Seagate Technology Holdings plc
+1.67%
+$14,487.8 
CSCO Cisco Systems, Inc.
+1.65%
+$17,493.76 
TER Teradyne, Inc.
+1.58%
+$3,988.53 
KDKRW Kodiak AI, Inc. Warrant (Each warrant exercisable for one common share at $11.50, exercisable starting October 24, 2025, expires September 24, 2030)
+1.54%
+$1,870 
NU Nu Holdings Ltd. Class A Ordinary Shares
+1.53%
+$15,075 
CRMLW Critical Metals Corp.
+1.51%
+$4,677.72 
AAOI Applied Optoelectronics Inc.
+1.47%
+$1,850.06 
ADI Analog Devices, Inc.
+1.46%
+$25,582.99 
GLW Corning Incorporated
+1.44%
+$3,930.24 
DTM DT Midstream, Inc.
+1.42%
+$2,632.5 
SMH VanEck Semiconductor ETF
+1.31%
+$7,082.91 
JCI Johnson Controls International plc
+1.26%
+$13,050 
LRCX Lam Research Corp.
+1.23%
+$4,267.66 
SNDK Sandisk Corp.
+1.14%
+$2,554.11 
ASML ASML Holding N.V. NY Registered Shares
+1.04%
+$6,674.78 
CIEN Ciena Corp.
+1.02%
+$3,764.41 
TRP TC Energy Corporation
+0.9%
+$1,960 
MSFT Microsoft Corporation Common Stock
+0.81%
+$9,389.5 
AVGO Broadcom Inc.
+0.8%
+$5,461.86 
NTST NETSTREIT Corp.
+0.79%
+$12,150 
RGTIW Rigetti Computing Inc. Warrants
+0.72%
+$14,925 
LSCC Lattice Semiconductor Corporation
+0.53%
+$2,101.71 
BXP BXP, Inc.
+0.52%
+$12,473.6 
RVMD Revolution Medicines, Inc.
+0.51%
+$13,440 
ADAM Adamas Trust Inc.
+0.45%
+$1,041 
DEI Douglas Emmett Inc.
+0.45%
+$3,375 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$4,405.42 
FN Fabrinet
+0.37%
+$1,130.5 
KRE State Street SPDR S&P Regional Banking ETF
+0.37%
+$5,675.77 
PLUG Plug Power Inc.
+0.36%
+$50 
AVT Avnet Inc.
+0.36%
+$4,036.16 
VRT Vertiv Holdings Co Class A Common Stock
+0.34%
+$1,195.95 
MSI Motorola Solutions, Inc.
+0.31%
+$5,733 
CORZW Core Scientific, Inc. Tranche 1 Warrants
+0.31%
+$2,009.9 
BKH Black Hills Corporation
+0.28%
+$1,077.75 
DLR Digital Realty Trust Inc.
+0.28%
+$14,283.74 
VLO Valero Energy Corporation
+0.26%
+$1,667.7 
PSA Public Storage
+0.25%
+$5,082 
VST Vistra Corp.
+0.24%
+$2,060.4 
FLEX Flex Ltd.
+0.23%
+$791.7 
FERG Ferguson Enterprises Inc.
+0.17%
+$2,403.17 
CURB Curbline Properties Corp.
+0.16%
+$3,201.75 
GSAT Globalstar Inc.
+0.12%
+$306.9 
KLAC KLA Corporation
+0.11%
+$355.57 
MTCH Match Group Inc.
+0.1%
+$326.25 
ST Sensata Technologies Holding plc
+0.1%
+$692.24 
ACA Arcosa, Inc.
+0.08%
+$1,200 
PDM Piedmont Realty Trust Inc.
+0.05%
+$50 
ARES Ares Management Corp. Class A Common Stock
+0.05%
+$408 
STEL Stellar Bancorp Inc.
+0.03%
+$100 
CTRE CareTrust REIT, Inc.
+0.01%
+$1,200 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EMRAF Emera Inc.
0%
$0 
EVLVW Evolv Technologies Warrant
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
LEG Leggett & Platt, Incorporated
0%
$0 
QRVO Qorvo Inc.
0%
$0 
RNWWW ReNew Energy Global plc Warrant (expiring August 23, 2026)
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WALDW Waldencast Acquisition Corp. Warrants
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BULLW Webull Corporation Warrant
0%
$0 
VWAVW VisionWave Holdings Inc. Warrant
0%
$0 BAM
BAM
0%
$0 5949
594972AQ4
0%
$0 5657
565788AH9
0%
$0 7672
767292AB1
0%
$0 9842
98421MAE6
0%
$0 5949
594972AL5
0%
$0 GCTS
GCTSWS
0%
$0 
BRUNW Boost Run Inc. Warrant
0%
$0 INFQ
INFQWS
0%
$0 FTWW
FTWWS
0%
$0 SKYH
SKYHWS
0%
$0 APC
APC
0%
$0 
MOBXW Chavant Capital Acquisition Corp.
-14.17%
-$182.99 
XRXDW Xerox Holdings Corporation Warrant
-10.04%
-$21,440 
CRDO Credo Technology Group Holding Ltd
-7.64%
-$18,983.44 
FDMT 4D Molecular Therapeutics, Inc.
-6.65%
-$56,924.06 
TMUS T-Mobile US Inc.
-5.57%
-$142,200.24 
OPFI-WT OppFi Inc. WT
-4.75%
-$2,811.18 
TVGNW Semper Paratus Acquisition Corporation Warrant
-4.15%
-$1,898.18 
PIIIW P3 Health Partners Inc.
-4.03%
-$56.42 
BHVN Biohaven Ltd.
-3.81%
-$25,741.6 
XIFR XPLR Infrastructure, LP Common Units
-3.61%
-$210,416.31 
HRI Herc Holdings Inc.
-3.23%
-$34,560 
MLYS Mineralys Therapeutics, Inc.
-3.1%
-$19,959 
BKNG Booking Holdings Inc.
-2.82%
-$9,676.31 
JLL Jones Lang LaSalle Incorporated
-2.79%
-$93,303.89 
VFSWW VinFast Auto Ltd. Warrant
-2.78%
-$113.99 
NMRK Newmark Group Inc. Class A Common Stock
-2.71%
-$58,240 
PCG PG&E Corporation
-2.58%
-$19,801.85 
EXPE Expedia Group Inc.
-2.56%
-$23,408.97 
ABVX Abivax SA Sponsored ADR
-2.5%
-$33,804 
BULL Webull Corporation Class A Ordinary Shares
-2.28%
-$33,750 
XYZ Block Inc. Class A Common Stock
-2.22%
-$11,981.39 
KVUE Kenvue Inc.
-2.09%
-$83,451.1 
NSC Norfolk Southern Corp.
-1.94%
-$544,567.83 
MCO Moody's Corporation
-1.89%
-$37,758 
UBER Uber Technologies Inc.
-1.87%
-$9,997.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.77%
-$56,800 
HLT Hilton Worldwide Holdings Inc.
-1.73%
-$6,195.01 
BMRN BioMarin Pharmaceutical Inc.
-1.62%
-$18,300 
BABA Alibaba Group Holding Ltd. ADR
-1.6%
-$8,577.06 
TSLX Sixth Street Specialty Lending, Inc.
-1.52%
-$3,445 
WDC Western Digital Corp.
-1.52%
-$4,271.4 
CART Maplebear Inc. Common Stock
-1.4%
-$3,193.52 
VRDN Viridian Therapeutics Inc.
-1.4%
-$16,000 
XEL Xcel Energy Inc.
-1.39%
-$95,008.1 
CRH CRH plc Ordinary Shares
-1.38%
-$13,103.09 
FDUS Fidus Investment Corporation
-1.36%
-$17,044.8 
AON Aon plc Class A
-1.35%
-$15,110.96 
PPL PPL Corporation
-1.33%
-$132,440.83 
PINS Pinterest Inc.
-1.29%
-$15,588.39 
ABNB Airbnb Inc. Class A Common Stock
-1.27%
-$17,109.04 
EGP EastGroup Properties, Inc.
-1.25%
-$5,080 
V Visa Inc. Class A
-1.24%
-$33,115.68 
CVNA Carvana Co. Class A Common Stock
-1.2%
-$6,703.85 
MPWR Monolithic Power Systems Inc.
-1.14%
-$6,242.41 
DASH DoorDash, Inc. Class A Common Stock
-1.13%
-$2,805.97 
RDDT Reddit Inc. Class A Common Stock
-1.11%
-$4,572.46 
ELS Equity LifeStyle Properties, Inc.
-1.08%
-$5,280 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-1.07%
-$3,595.62 
BN Brookfield Corporation
-1.07%
-$11,951.5 
AHR American Healthcare REIT, Inc.
-1.01%
-$99,900 
JKHY Jack Henry & Associates, Inc.
-0.98%
-$9,608.46 
COF Capital One Financial Corp.
-0.96%
-$12,740 
BRSP BrightSpire Capital Inc.
-0.96%
-$50,925 
LLYVK Liberty Live Holdings, Inc.
-0.96%
-$10,677.76 
AEP American Electric Power Company, Inc.
-0.95%
-$96,053.98 
XLV State Street Health Care Select Sector SPDR ETF
-0.92%
-$11,690 
AIV Apartment Investment and Management Co. Class A
-0.92%
-$9,750 
FE FirstEnergy Corp.
-0.9%
-$49,814.52 
SUI Sun Communities, Inc.
-0.9%
-$23,760 
FR First Industrial Realty Trust, Inc.
-0.89%
-$2,940 
BNL Broadstone Net Lease, Inc.
-0.88%
-$7,750 
SR Spire Inc.
-0.85%
-$24,024.3 
BDN Brandywine Realty Trust
-0.85%
-$500 
TAC TransAlta Corporation
-0.84%
-$8,188.95 
ADP Automatic Data Processing Inc.
-0.81%
-$17,217.5 
DTE DTE Energy Company
-0.79%
-$8,337 
LNT Alliant Energy Corporation
-0.79%
-$61,339.71 
MELI MercadoLibre Inc.
-0.78%
-$13,749.72 
CPT Camden Property Trust
-0.74%
-$6,840 
RSG Republic Services Inc.
-0.73%
-$43,278.3 
ED Consolidated Edison Inc.
-0.71%
-$78,808.5 
BILL BILL Holdings, Inc.
-0.71%
-$6,053.04 
SHO Sunstone Hotel Investors, Inc.
-0.68%
-$6,375 
MAIN Main Street Capital Corporation
-0.66%
-$5,679.97 
SE Sea Limited Sponsored ADR
-0.65%
-$2,416.68 
XHB SPDR S&P Homebuilders ETF
-0.65%
-$96,000 
NLY Annaly Capital Management, Inc.
-0.63%
-$4,485 
NXST Nexstar Media Group, Inc.
-0.59%
-$4,660.87 
OGE OGE Energy Corp.
-0.58%
-$21,289.5 
EVRG Evergy Inc.
-0.58%
-$47,029.16 
ITB iShares U.S. Home Construction ETF
-0.57%
-$52,000 
ETR Entergy Corporation Common Stock
-0.56%
-$67,287.6 
AQN Algonquin Power & Utilities Corp.
-0.55%
-$29,250.3 
CPNG Coupang, Inc. Class A Common Stock
-0.54%
-$3,187.5 
SPOT Spotify Technology S.A.
-0.53%
-$2,162.98 
D Dominion Energy, Inc.
-0.52%
-$65,861.4 
IDA IDACORP Inc.
-0.52%
-$1,844.85 
IVT InvenTrust Properties Corp.
-0.46%
-$10,500 
ROKU Roku, Inc. Class A Common Stock
-0.44%
-$7,100 
AAPL Apple Inc.
-0.41%
-$6,167.59 
CSWC Capital Southwest Corporation
-0.38%
-$2,465 
SRE Sempra
-0.35%
-$23,445 
OGS One Gas Inc.
-0.28%
-$13,215.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$6,300 
AMZN Amazon.com Inc
-0.27%
-$23,202.45 
APP AppLovin Corporation Class A Common Stock
-0.26%
-$738.78 
AKR Acadia Realty Trust
-0.24%
-$900 
GOOG Alphabet Inc
-0.21%
-$7,346.44 
IWM iShares Russell 2000 ETF
-0.19%
-$520 
SPY State Street SPDR S&P 500 ETF Trust
-0.17%
-$395.01 
OHI Omega Healthcare Investors Inc.
-0.15%
-$11,550 
RKT Rocket Companies Inc. Class A Common Stock
-0.13%
-$720 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-0.1%
-$13,543.6 
STM STMicroelectronics N.V.
-0.09%
-$348.92 
ZIM ZIM Integrated Shipping Services Ltd.
-0.07%
-$193.56 
SITM SiTime Corporation
-0.07%
-$204.75 
AES The AES Corporation
-0.07%
-$1,532.33 
AMH American Homes 4 Rent Class A
-0.06%
-$260 
FTS Fortis Inc.
-0.05%
-$1,965 
PEN Penumbra Inc.
-0.04%
-$2,370 
BATRK Atlanta Braves Holdings Inc. Series C Common Stock
-0.03%
-$975.25 
HIW Highwoods Properties, Inc.
-0.03%
-$150 
SLAB Silicon Laboratories Inc.
-0.02%
-$296.55 
NXPI NXP Semiconductors N.V.
-0.01%
-$94.71 
NVDA NVIDIA Corporation
-0.01%
-$253.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3320 | Longs Won 1702/3320 51% | Profit Factor 1.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,992.75 |
| Average Win $241,469.19 | Best Trade (Jun 30) $3.31M | Sharpe Ratio -58.67 |
| Average Loss -$148,761.84 | Worst Trade (Oct 23) -$7.16M | Z-Score -14.71 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w 1d | Expectancy $51,290.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,279 | 2,951 | 2,623 | 2,295 | 1,967 | 1,639 | 1,311 | 984 | 656 | 328 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5657 565788AH9 | 2M | $1.68M | $1.68M | - | - | - | 0.0 |
| 5949 594972AL5 | 7.5M | $8.91M | $6.95M | - | -$1.97M | -22.06% | 0.0 |
| 5949 594972AQ4 | 5M | $5.88M | $5.88M | - | - | - | 0.0 |
| 7672 767292AB1 | 8M | $9.11M | $9.11M | - | - | - | 0.0 |
| 9842 98421MAE6 | 6M | $2.2M | $2.2M | - | - | - | 0.0 |
| AAOI Applied Optoelectronics Inc. | 1,846 | $273,503 | $127,507.28 | - | -$145,995.72 | -53.38% | +1.472% |
| AAPL Apple Inc. | 4,313 | $1.17M | $1.5M | - | $323,173.14 | 27.56% | -0.411% |
| ABNB Airbnb Inc. Class A Common Stock | 7,638 | $964,526.72 | $1.33M | - | $360,819.04 | 37.41% | -1.274% |
| ABVX Abivax SA Sponsored ADR | 15,000 | $1.76M | $1.32M | - | -$437,453.98 | -24.9% | -2.498% |
| ACA Arcosa, Inc. | 10,000 | $1.45M | $1.49M | - | $38,600 | 2.66% | +0.081% |
| ADAM Adamas Trust Inc. | 30,000 | $281,400 | $232,941 | - | -$48,459 | -17.22% | +0.449% |
| ADI Analog Devices, Inc. | 4,536 | $1.23M | $1.78M | - | $545,227.14 | 44.32% | +1.462% |
| ADP Automatic Data Processing Inc. | 6,887 | $1.54M | $2.1M | - | $561,221.28 | 36.39% | -0.812% |
| AEP American Electric Power Company, Inc. | 76,954 | $9.4M | $9.96M | - | $558,456.46 | 5.94% | -0.955% |
| AERTW Aeries Technology Inc. | 48,600 | $3,147 | $641.52 | - | -$2,505.48 | -79.61% | +8.197% |
| AES The AES Corporation | 153,233 | $2.16M | $2.29M | - | $129,690.67 | 6% | -0.067% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 90,000 | $2.25M | $2.24M | - | -$3,076 | -0.14% | -0.28% |
| AHR American Healthcare REIT, Inc. | 185,000 | $9.05M | $9.78M | - | $731,974.16 | 8.09% | -1.011% |
| AIV Apartment Investment and Management Co. Class A | 650,000 | $3.53M | $1.06M | - | -$2.48M | -70.1% | -0.915% |
| AKR Acadia Realty Trust | 20,000 | $418,200 | $374,700 | - | -$43,500 | -10.4% | -0.24% |
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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 Lindsay Voak?
The largest contributions to the portfolio's profits come from the following stocks: Sandisk Corp - $7.45M, American Healthcare REIT, Inc - $7.14M, Entergy Corporation Common Stock - $6.85M, Alliant Energy Corporation - $6.64M, and Micron Technology Inc - $5.8M. 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: 594972AJ0 - $4.46M, Paylocity Holding Corporation - $2.99M, ON Semiconductor Corporation - $2.58M, Alexandria Real Estate Equities, Inc - $2.57M, and Visa Inc. Class A - $2.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lindsay Voak's portfolio generate?
The portfolio generates substantial dividend income, with a total of $54.16M earned over time. The largest contributors to dividend income include BrightSpire Capital Inc - $2.98M, Omega Healthcare Investors Inc - $1.45M, Duke Energy Corporation - $1.28M, Alliant Energy Corporation - $1.25M, and Evergy Inc - $1.16M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lindsay Voak's monthly returns?
Lindsay Voak's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lindsay Voak's strategy be considered aggressive or moderate?
Lindsay Voak's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lindsay Voak's strategy?
Lindsay Voak's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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