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:
28.32%
Gain -0.75%
Monthly
0.66%
Yearly
8.15%
Drawdown
15.87%
$507.88M
Equity
Holdings
$507.88M
Investment
$502.87M
$191.93M
Profit -$4.38M
Realized
$186.92M
Unrealized
$5.02M
Dividends
$52.04M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$4.38M
Win %
54%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$5.96M
Win %
54%
This Month
Compared to last month
Gain
-0.38%
Profit
-$1.96M
Win %
54%
This Year
Compared to last year
Gain
-3.15%
Profit
-$16.68M
Win %
58%
EVLVW Evolv Technologies Warrant
+1,753.66%
+$27,575.81 SKYH
SKYHWS
+310.67%
+$106,360.54 FTWW
FTWWS
+70.37%
+$113,915.01 INFQ
INFQWS
+55.25%
+$886,152.96 
OPTXW OmniLit Acquisition Corp. Warrant
+27.56%
+$13,125 
PDYNW Sarcos Technology and Robotics Corporation
+25.37%
+$521.16 
LITE Lumentum Holdings Inc.
+13.63%
+$57,058.78 
VIAV Viavi Solutions Inc.
+12.27%
+$52,281 
CIEN Ciena Corporation
+11.49%
+$50,708.27 
DELL Dell Technologies Inc.
+9.87%
+$59,418.45 
ANNAW Aleanna Inc.
+9.7%
+$893.75 
NOK Nokia Corporation Sponsored ADR
+9.32%
+$44,054.56 
FN Fabrinet
+8.75%
+$43,700 
CORZW Core Scientific, Inc. Tranche 1 Warrants
+8.68%
+$113,559.35 
CRDO Credo Technology Group Holding Ltd.
+8.26%
+$31,237.22 
COHR Coherent Corp.
+8.24%
+$33,837.5 BAM
BAM
+8.13%
+$78,800.11 
KYIVW Kyivstar Group Ltd. Warrant
+7.54%
+$80,843.79 
STX Seagate Technology Holdings plc
+7.03%
+$78,112.23 
SMTC Semtech Corporation
+6.72%
+$26,706.99 
ANET Arista Networks, Inc.
+6.39%
+$51,675.21 
SATS EchoStar Corporation
+6.29%
+$224,270.04 
TER Teradyne, Inc.
+6.11%
+$18,984.42 
SNDK SanDisk Corporation
+5.76%
+$12,963.47 
GLW Corning Incorporated
+5.18%
+$18,216 
MU Micron Technology, Inc.
+4.92%
+$23,865.64 
LRCX Lam Research Corporation
+4.72%
+$22,167.58 
GFS GlobalFoundries Inc.
+4.64%
+$19,545.52 
AMAT Applied Materials, Inc.
+4.29%
+$21,277.79 
BATRK Atlanta Braves Holdings, Inc.
+4%
+$119,850 
KLAC KLA Corporation
+3.88%
+$16,765.9 
WDC Western Digital Corporation
+3.69%
+$12,790.48 
MTSI MACOM Technology Solutions Holdings, Inc.
+3.61%
+$19,627.5 
RGTIW Rigetti Computing Inc. Warrants
+3.51%
+$210,000 
FDMT 4D Molecular Therapeutics, Inc.
+3.49%
+$28,902.8 
INTC Intel Corporation
+3.32%
+$11,686.68 
DLR Digital Realty Trust, Inc.
+3.28%
+$184,068.75 
NTST Netstreit Corp.
+3.22%
+$57,600 
TVGNW Semper Paratus Acquisition Corporation Warrant
+3.18%
+$1,124.85 
PLUG Plug Power Inc.
+3.15%
+$700 
SANM Sanmina Corporation
+3.03%
+$14,593.93 
NVDA NVIDIA Corporation
+3.03%
+$83,508.43 
ZIM ZIM Integrated Shipping Services Ltd.
+3.02%
+$7,161.72 
CSCO Cisco Systems, Inc.
+2.87%
+$34,886.4 
AAOI Applied Optoelectronics, Inc.
+2.79%
+$6,922.5 
ARI Apollo Commercial Real Estate Finance Inc.
+2.68%
+$155,700 
JBL Jabil Inc.
+2.68%
+$22,872.27 
HLT Hilton Worldwide Holdings Inc.
+2.5%
+$7,870 
LSCC Lattice Semiconductor Corporation
+2.5%
+$12,981.15 
LNT Alliant Energy Corporation
+2.42%
+$183,466.52 
VRT Vertiv Holdings Co
+2.32%
+$11,691.75 
MRVL Marvell Technology, Inc.
+2.25%
+$7,922.97 
WBD Warner Bros. Discovery, Inc.
+2.14%
+$73,660 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+2.14%
+$24,547.84 
SMH VanEck Semiconductor ETF
+2.08%
+$12,304.61 
BNL Broadstone Net Lease Inc.
+2.03%
+$21,000 
SITM SiTime Corporation
+2.01%
+$8,723.03 
VLO Valero Energy Corporation
+1.94%
+$9,623.68 
P Everpure Inc.
+1.85%
+$15,481.28 
AMD Advanced Micro Devices, Inc.
+1.81%
+$8,549.71 
NTAP NetApp, Inc.
+1.8%
+$21,895.28 
FLEX Flex Ltd.
+1.73%
+$9,590.88 
CURB Curbline Properties Corp.
+1.69%
+$35,575 
MPWR Monolithic Power Systems, Inc.
+1.63%
+$10,740.1 
APH Amphenol Corporation
+1.63%
+$28,089.07 
QRVO Qorvo Inc.
+1.61%
+$8,932.56 
PDM Piedmont Office Realty Trust Inc.
+1.6%
+$1,500 
EVRG Evergy Inc.
+1.57%
+$122,833.9 
KGS Kodiak Gas Services Inc.
+1.57%
+$9,600.02 
HIW Highwoods Properties, Inc.
+1.56%
+$7,200 
SHO Sunstone Hotel Investors Inc.
+1.5%
+$12,000 
U Unity Software Inc.
+1.5%
+$13,128.72 
COF Capital One Financial Corporation
+1.5%
+$21,385.06 
DEI Douglas Emmett Inc.
+1.48%
+$12,750 
IVT InvenTrust Properties Corp.
+1.47%
+$36,000 
AVT Avnet Inc.
+1.41%
+$17,027.55 
EXPE Expedia Group, Inc.
+1.4%
+$13,769.98 
BULL Webull Corporation
+1.32%
+$25,000 
BDN Brandywine Realty Trust
+1.29%
+$800 
IDA Idacorp Inc.
+1.28%
+$4,518.03 
OGE Oge Energy Corp.
+1.25%
+$43,326 
CTRE CareTrust REIT Inc.
+1.24%
+$115,200 
VST Vistra Corp
+1.21%
+$10,665.6 
XEL Xcel Energy Inc.
+1.21%
+$81,188.74 
ETR Entergy Corporation
+1.2%
+$143,546.88 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.2%
+$4,512.87 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.09%
+$9,819.92 
LNG Cheniere Energy Inc.
+1.01%
+$6,003.2 
DTM Dt Midstream Inc.
+0.99%
+$2,010 
BMRN Biomarin Pharmaceutical Inc.
+0.99%
+$13,800 
OGS One Gas Inc.
+0.98%
+$46,854.6 
EGP EastGroup Properties Inc.
+0.9%
+$3,640 
AEP American Electric Power Company, Inc.
+0.87%
+$82,340.78 
KMI Kinder Morgan, Inc.
+0.79%
+$3,000 
AIV Apartment Investment and Management Company
+0.77%
+$13,000 
AMBA Ambarella, Inc.
+0.77%
+$3,232.64 
DTE DTE Energy Company
+0.76%
+$8,257.6 
KRE SPDR S&P Regional Banking ETF
+0.74%
+$12,208.26 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$7,365.74 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.71%
+$20,800 
BXP Boston Properties, Inc.
+0.68%
+$17,930.8 
CVNA Carvana Co.
+0.67%
+$4,564.32 
OHI Omega Healthcare Investors Inc.
+0.66%
+$49,500 
MSI Motorola Solutions, Inc.
+0.62%
+$11,232.04 
SBAC SBA Communications Corporation
+0.61%
+$14,430 
CXAIW Kins Technology Group Inc.
+0.6%
+$29.76 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$4,382.86 
ROKU Roku, Inc.
+0.58%
+$8,800 
FR First Industrial Realty Trust Inc.
+0.57%
+$2,160 
IWM iShares Russell 2000 ETF
+0.57%
+$1,720.01 
SRE Sempra
+0.52%
+$34,386 
PPL PPL Corporation
+0.51%
+$50,722.02 
PCG PG&E Corporation
+0.46%
+$4,728.8 
AKR Acadia Realty Trust
+0.44%
+$1,800 
XRXDW Xerox Holdings Corporation Warrant
+0.42%
+$1,040 
FE FirstEnergy Corp.
+0.36%
+$20,162.82 
NMRK Newmark Group Inc.
+0.34%
+$9,100 
SR Spire Inc.
+0.32%
+$8,556.6 
NXST Nexstar Media Group Inc.
+0.31%
+$2,730.64 
MCO Moody's Corporation
+0.28%
+$5,521.56 
WALDW Waldencast Acquisition Corp. Warrants
+0.27%
+$3.08 
FTS Fortis Inc.
+0.27%
+$9,825 
XIFR Xplr Infrastructure Partners L.P.
+0.26%
+$17,781.66 
ED Consolidated Edison, Inc.
+0.26%
+$26,586 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$3,010.04 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$573.21 
NSC Norfolk Southern Corporation
+0.24%
+$67,342.57 
CSWC Capital Southwest Corporation
+0.24%
+$1,740.03 
DASH DoorDash, Inc.
+0.23%
+$653.17 
TSLX Sixth Street Specialty Lending Inc.
+0.21%
+$520 
BRSP BrightSpire Capital Inc.
+0.2%
+$14,550 
ACA Arcosa Inc.
+0.1%
+$1,400 
PEN Penumbra Inc.
+0.09%
+$5,925 
CPT Camden Property Trust
+0.08%
+$810 
AES AES Corporation
+0.07%
+$1,532.33 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
BAERW Wildfire New Pubco Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
PIIIW P3 Health Partners Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MOBXW Chavant Capital Acquisition Corp.
0%
$0 
AERTW Aeries Technology Inc.
0%
$0 
CRMLW Critical Metals Corp.
0%
$0 
KIDZW Classover Holdings Inc. Warrant
0%
$0 
BULLW Webull Corporation Warrant
0%
$0 
VWAVW VisionWave Holdings Inc. Warrant
0%
$0 
KDKRW Kodiak AI, Inc. Warrant (Each warrant exercisable for one common share at $11.50, exercisable starting October 24, 2025, expires September 24, 2030)
0%
-$0.01 
NUCLW Eagle Nuclear Energy Corp. Warrants
0%
$0 5949
594972AQ4
0%
$0 5657
565788AH9
0%
$0 7672
767292AB1
0%
$0 9842
98421MAE6
0%
$0 
OPFI-WT OppFi Inc. WT
0%
$0 
HQWWW Horizon Quant Warrant
0%
$0 GCTS
GCTSWS
0%
$0 
BRUNW Boost Run Inc. Warrant
0%
$0 APC
APC
0%
$0 
RNWWW ReNew Energy Global plc Warrant (expiring August 23, 2026)
-66.67%
-$851.89 5949
594972AL5
-34.67%
-$3.69M 
LQDA Liquidia Corporation
-10.52%
-$1.59M 
MELI MercadoLibre, Inc.
-5.76%
-$108,358.7 
LBRDK Liberty Broadband Corporation
-4.69%
-$198,137.05 
APP AppLovin Corporation Class A Common Stock
-4.68%
-$15,859.95 
UBER Uber Technologies, Inc.
-4.05%
-$24,645 
PINS Pinterest, Inc. Class A
-3.58%
-$44,915.7 
CRH CRH plc
-3.26%
-$36,336.3 
GTLB GitLab Inc.
-3.09%
-$36,280.4 
ABNB Airbnb, Inc.
-2.64%
-$37,311.62 
SE Sea Ltd.
-2.58%
-$16,768.75 
FERG Ferguson Enterprises Inc
-2.52%
-$39,511.8 
ITB iShares U.S. Home Construction ETF
-2.32%
-$233,000 
SPOT Spotify Technology S.A.
-2.27%
-$7,979.99 
MSFT Microsoft Corp.
-2.26%
-$25,320.5 
BABA Alibaba Group Holding Limited SP ADR
-2.06%
-$13,839.06 
CART Maplebear Inc.
-1.9%
-$4,136 
RKT Rocket Companies, Inc. Class A
-1.89%
-$12,960 
AMZN Amazon.com Inc
-1.83%
-$171,525.92 
XHB SPDR S&P Homebuilders ETF
-1.77%
-$292,500 
RDDT Reddit Inc Class A
-1.75%
-$7,502.12 
TXN Texas Instruments Inc
-1.65%
-$13,061.82 
BILL Bill Holdings Inc.
-1.58%
-$13,114.92 
STM STMicroelectronics N.V.
-1.56%
-$7,501.79 
HRI Herc Holdings Inc.
-1.46%
-$19,919.99 
CDNS Cadence Design Systems, Inc.
-1.34%
-$11,550 
MSTR Strategy Inc.
-1.31%
-$32,036.66 
JCI Johnson Controls International plc
-1.27%
-$14,282.43 
NXPI NXP Semiconductors N.V.
-1.26%
-$8,036.82 
LEG Leggett & Platt, Inc.
-1.15%
-$8,684.61 
AON Aon plc
-1.15%
-$14,965 
CPNG Coupang Inc.
-1.09%
-$7,650 
MLYS Mineralys Therapeutics, Inc.
-1.02%
-$8,400 
ABVX Abivax SA ADR
-1.02%
-$19,350 
XYZ Block, Inc.
-1%
-$5,393.33 
V Visa Inc. Class A
-0.94%
-$21,926.66 
MAIN Main Street Capital Corporation
-0.88%
-$8,319.98 
AAPL Apple Inc.
-0.87%
-$11,472.58 
JKHY Jack Henry & Associates, Inc.
-0.86%
-$8,030.88 
TMUS T-Mobile US, Inc.
-0.81%
-$23,324.7 
BHVN Biohaven Ltd.
-0.69%
-$4,600 
AQN Algonquin Power & Utilities Corp.
-0.69%
-$39,000.4 
ADAM Adamas Trust, Inc.
-0.68%
-$2,100 
NU Nu Holdings Ltd.
-0.66%
-$6,030 
ADP Automatic Data Processing Inc.
-0.65%
-$12,121.09 
TAC TransAlta Corporation
-0.64%
-$6,239.2 
MTCH Match Group, Inc.
-0.6%
-$1,595 
ARES Ares Management Corporation
-0.53%
-$5,168 
FDUS Fidus Investment Corporation
-0.51%
-$6,700 
PSA Public Storage Common Stock
-0.47%
-$10,032.13 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-0.44%
-$58,044 
GSAT Globalstar, Inc.
-0.41%
-$1,020 
VFSWW VinFast Auto Ltd. Warrant
-0.4%
-$15.2 
VRDN Viridian Therapeutics Inc.
-0.39%
-$4,500 
RSG Republic Services, Inc.
-0.38%
-$20,221.25 
KVUE Kenvue Inc.
-0.37%
-$14,075.89 
BKNG Booking Holdings Inc.
-0.29%
-$1,298.69 
SUI Sun Communities Inc.
-0.28%
-$7,260 
BN Brookfield Corporation
-0.25%
-$3,206.5 
ADI Analog Devices, Inc.
-0.23%
-$3,946.27 
AHR American Healthcare REIT, Inc.
-0.19%
-$18,500 
GOOG Alphabet Inc
-0.18%
-$6,907.95 
ST Sensata Technologies Holding plc
-0.17%
-$1,384.48 
JLL Jones Lang LaSalle Inc.
-0.17%
-$6,633.89 
STEL Stellar Bancorp Inc.
-0.17%
-$650 
RVMD Revolution Medicines Inc.
-0.14%
-$4,060 
BKH Black Hills Corporation
-0.14%
-$479 
NLY Annaly Capital Management, Inc.
-0.13%
-$1,170 
ELS Equity Lifestyle Properties Inc.
-0.12%
-$640.02 
AMH American Homes 4 Rent
-0.12%
-$520 
D Dominion Energy, Inc.
-0.09%
-$11,622.21 
SLAB Silicon Laboratories Inc.
-0.05%
-$652.41 
TRP TC Energy Corporation
-0.05%
-$105 
XOM Exxon Mobil Corporation
-0.03%
-$113 
AVGO Broadcom Inc.
-0.01%
-$63.48 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3320 | Longs Won 1732/3320 52% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $424,382.2 |
| Average Win $241,087.02 | Best Trade (Aug 13) $6.57M | Sharpe Ratio -107.1 |
| Average Loss -$142,817.99 | Worst Trade (Sep 01) -$5.63M | Z-Score -6.66 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 3d | Expectancy $57,810.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,559 | 3,203 | 2,847 | 2,491 | 2,135 | 1,779 | 1,423 | 1,068 | 712 | 356 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5657 565788AH9 | 2M | $1.68M | $1.68M | - | - | - | 0.0 |
| 5949 594972AL5 | 7.5M | $8.91M | $6.95M | - | -$1.97M | -22.06% | -34.667% |
| 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 | $254,895.68 | - | -$18,607.32 | -6.8% | +2.792% |
| AAPL Apple Inc. | 4,313 | $1.17M | $1.3M | - | $131,072.12 | 11.18% | -0.872% |
| ABNB Airbnb, Inc. | 7,638 | $964,526.72 | $1.38M | - | $411,038.9 | 42.62% | -2.641% |
| ABVX Abivax SA ADR | 15,000 | $1.76M | $1.88M | - | $125,700.02 | 7.15% | -1.017% |
| ACA Arcosa Inc. | 10,000 | $1.45M | $1.45M | - | -$2,400 | -0.17% | +0.097% |
| ADAM Adamas Trust, Inc. | 30,000 | $281,400 | $304,800 | - | $23,400 | 8.32% | -0.684% |
| ADI Analog Devices, Inc. | 4,536 | $1.23M | $1.74M | - | $513,611.22 | 41.75% | -0.226% |
| ADP Automatic Data Processing Inc. | 6,887 | $1.54M | $1.85M | - | $312,531.71 | 20.26% | -0.649% |
| AEP American Electric Power Company, Inc. | 76,954 | $9.4M | $9.59M | - | $193,555.98 | 2.06% | +0.866% |
| AERTW Aeries Technology Inc. | 48,600 | $3,147 | $967.14 | - | -$2,179.86 | -69.27% | 0.0 |
| AES AES Corporation | 153,233 | $2.16M | $2.25M | - | $92,148.59 | 4.26% | +0.068% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 90,000 | $2.25M | $2.31M | - | $59,924 | 2.67% | 0.0 |
| AHR American Healthcare REIT, Inc. | 185,000 | $9.05M | $9.73M | - | $682,024.16 | 7.54% | -0.19% |
| AIV Apartment Investment and Management Company | 650,000 | $3.53M | $1.7M | - | -$1.84M | -51.98% | +0.772% |
| AKR Acadia Realty Trust | 20,000 | $418,200 | $414,000 | - | -$4,200 | -1% | +0.437% |
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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 Corporation - $7.45M, American Healthcare REIT, Inc - $7.09M, Entergy Corporation - $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 $52.04M earned over time. The largest contributors to dividend income include BrightSpire Capital Inc - $2.75M, Omega Healthcare Investors Inc - $1.45M, Duke Energy Corporation - $1.28M, Alliant Energy Corporation - $1.25M, and Evergy Inc - $1.09M. 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.
