Thomas Lo Portfolio
Invests via Vested Financial Planning LLC | Managed by Thomas Lo
Invests via Vested Financial Planning LLC
Managed by Thomas Lo
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Seasoned investment executive focused on growth-stage technology and financial-services opportunities with experience across private equity, venture capital and corporate development. Prior roles span senior operating and investment positions supporting deal sourcing, portfolio management and capital markets strategies. Thomas Lo is known for structuring cross-border transactions and advising management teams on scaling, exits and institutional fundraising with a pragmatic, market-oriented approach.
Seasoned investment executive focused on growth-stage technology and financial-services opportunities with experience across private equity, venture capital and corporate development. Prior roles span senior operating and investment positions supporting deal sourcing, portfolio management and capital markets strategies. Thomas Lo is known for structuring cross-border transactions and advising management teams on scaling, exits and institutional fundraising with a pragmatic, market-oriented approach.
Investment Philosophy & Strategy
Operates with a growth-stage, operationally oriented investment philosophy that prioritizes technology and financial‑services franchises capable of scaling across markets. Seeks companies with defensible product differentiation, repeatable unit economics and management teams open to governance and capital‑markets discipline. Capital allocation favors structured, cross‑border deals that blend venture flexibility with private‑equity rigor, using staged financings, active board involvement and exit roadmaps. Risk management centers on operational milestones, cash efficiency and de‑risking pathways to strategic acquirers or public markets.
Operates with a growth-stage, operationally oriented investment philosophy that prioritizes technology and financial‑services franchises capable of scaling across markets. Seeks companies with defensible product differentiation, repeatable unit economics and management teams open to governance and capital‑markets discipline. Capital allocation favors structured, cross‑border deals that blend venture flexibility with private‑equity rigor, using staged financings, active board involvement and exit roadmaps. Risk management centers on operational milestones, cash efficiency and de‑risking pathways to strategic acquirers or public markets.
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:
0.2%
Gain
Monthly
0.01%
Yearly
0.13%
Drawdown
20.96%
$143.4M
Equity
Holdings
$143.4M
Investment
$117.93M
$25.65M
Profit -$1.34M
Realized
$184,563.11
Unrealized
$25.47M
Dividends
$3.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.34M
Win %
80%
This Week
Compared To Last Week
Gain
-1%
Profit
-$1.44M
Win %
80%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.2M
Win %
80%
This Year
Compared to last year
Gain
9.25%
Profit
$12.14M
Win %
81%
DFGR Dimensional Global Real Estate ETF
+0.84%
+$2,581 
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$2,245.53 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$3,149.53 
DFCF Dimensional Core Fixed Income ETF
+0.2%
+$14,820.6 
AAPL Apple Inc.
+0.19%
+$5,984.14 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.11%
+$2,520.24 
IAGG iShares International Aggregate Bond Fund
+0.05%
+$429.07 
DFGP Dimensional Global Core Fixed Income Fund
+0.05%
+$429.12 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$3,039.34 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$1,346.24 
VGT Vanguard Information Technology ETF
-2.98%
-$12,539.2 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$19,876.5 
SPEM SPDR Portfolio Emerging Markets ETF
-2.61%
-$62,254.64 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.8%
-$360,612.87 
SUSL iShares ESG MSCI USA Leaders ETF
-1.55%
-$5,225.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.52%
-$113,354.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$3,491.05 
VT Vanguard Total World Stock ETF
-1.4%
-$13,652.12 
VOO Vanguard S&P 500 ETF
-1.3%
-$248,129.8 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$11,679.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$20,114.88 
EFA iShares MSCI EAFE ETF
-1.13%
-$7,813.75 
AOA iShares Core Aggressive Allocation ETF
-1.13%
-$3,390.12 
VXF Vanguard Extended Market ETF
-0.99%
-$46,089.12 
DUHP Dimensional US High Profitability ETF
-0.9%
-$63,237 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.86%
-$377,651.12 
ABNB Airbnb, Inc.
-0.34%
-$1,071.5 Events
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Dividends
Dividend Analysis
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| Trades 138 | Longs Won 108/138 78% | Profit Factor 72.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $972,812.76 |
| Average Win $240,869.95 | Best Trade (Jul 14) $9.43M | Sharpe Ratio -109.94 |
| Average Loss -$11,978.78 | Worst Trade (Mar 30) -$199,835.52 | Z-Score 12.48 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $185,902.84 |
| 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% | 0.27% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
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Returns
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