Thomas Lo Portfolio
Invests via Vested Financial Planning LLC | Managed by Thomas Lo
Invests via Vested Financial Planning LLC
Managed by Thomas Lo
Automatically Tracked
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:
28.45%
Gain +2.67%
Monthly
1.28%
Yearly
16.57%
Drawdown
13.76%
$151.51M
Equity
Holdings
$151.51M
Investment
$122.48M
$29.65M
Profit +$3.42M
Realized
$616,258.86
Unrealized
$29.03M
Dividends
$3.7M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.67%
Profit
$3.42M
Win %
66%
This Week
Compared To Last Week
Gain
2.31%
Profit
$3.42M
Win %
66%
This Month
Compared to last month
Gain
2.42%
Profit
$3.58M
Win %
66%
This Year
Compared to last year
Gain
1.77%
Profit
$2.64M
Win %
68%
AAPL Apple Inc.
+0.52%
+$15,271.74 
DFGR Dimensional Global Real Estate ETF
+0.27%
+$808.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$3,914.18 
EFA iShares MSCI EAFE ETF
+0.11%
+$816.6 
VT Vanguard Total World Stock ETF
+0.08%
+$847.66 
VOO Vanguard S&P 500 ETF
+0.08%
+$15,760.64 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$4,212.5 
DFGP Dimensional Global Core Fixed Income Fund
+0.02%
+$179.1 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
VGT Vanguard Information Technology ETF
-5.83%
-$25,816 
VXF Vanguard Extended Market ETF
-3.95%
-$191,697.84 
SUSL iShares ESG MSCI USA Leaders ETF
-3.32%
-$11,628.51 
DUHP Dimensional US High Profitability ETF
-2.62%
-$195,348.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.41%
-$474,714 
AOA iShares Core Aggressive Allocation ETF
-2.27%
-$6,979.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$4,795.2 
SPEM SPDR Portfolio Emerging Markets ETF
-2.1%
-$52,716.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$123,927.42 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$6,877.49 
DFCF Dimensional Core Fixed Income ETF
-0.65%
-$48,012.75 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.64%
-$14,414.69 
IAGG iShares International Aggregate Bond Fund
-0.56%
-$4,936.38 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$3,757.05 
IWM iShares Russell 2000 ETF
-0.23%
-$517.07 
DFNM Dimensional National Municipal Bond ETF
-0.21%
-$24,507.9 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,901.92 
MUST Columbia Multi-Sector Municipal Income ETF
-0.1%
-$518.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$763.47 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.04%
-$175.5 Events
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Dividends
Dividend Analysis
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| Trades 164 | Longs Won 111/164 67% | Profit Factor 53.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $272,205.22 | Best Trade (Aug 13) $10.7M | Sharpe Ratio -82.31 |
| Average Loss -$10,680.41 | Worst Trade (Mar 30) -$199,835.52 | Z-Score 5.15 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $180,784.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.43% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,427 | $2.36M | $2.93M | - | $571,087.93 | 24.19% | +0.524% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,982 | $878,870.91 | $876,418.65 | - | -$2,452.26 | -0.28% | -0.087% |
| AOA iShares Core Aggressive Allocation ETF | 3,102 | $261,678.3 | $300,118.5 | - | $38,440.2 | 14.69% | -2.273% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,850 | $406,559 | $408,681 | - | $2,122 | 0.52% | -0.043% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 965,539 | $33.5M | $44.23M | - | $10.73M | 32.02% | 0.0 |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 527,460 | $13.17M | $19.26M | - | $6.09M | 46.25% | -2.406% |
| DFCF Dimensional Core Fixed Income ETF | 177,825 | $7.38M | $7.38M | - | $4,403.67 | 0.06% | -0.646% |
| DFGP Dimensional Global Core Fixed Income Fund | 17,388 | $947,953.92 | $933,653.88 | - | -$14,300.04 | -1.51% | +0.019% |
| DFGR Dimensional Global Real Estate ETF | 10,102 | $261,550.06 | $301,039.6 | - | $39,489.54 | 15.1% | +0.269% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 42,647 | $2.24M | $2.23M | - | -$11,191 | -0.5% | -0.643% |
| DFNM Dimensional National Municipal Bond ETF | 245,079 | $11.74M | $11.68M | - | -$58,354.19 | -0.5% | -0.209% |
| DUHP Dimensional US High Profitability ETF | 175,990 | $6.31M | $7.25M | - | $934,824.75 | 14.81% | -2.625% |
| EFA iShares MSCI EAFE ETF | 6,805 | $548,883.16 | $731,129.2 | - | $182,246.04 | 33.2% | +0.112% |
| IAGG iShares International Aggregate Bond Fund | 17,630 | $882,546.15 | $877,092.5 | - | -$5,453.65 | -0.62% | -0.56% |
| IUSB iShares Core Universal USD Bond ETF | 34,155 | $1.56M | $1.55M | - | -$12,081.42 | -0.77% | -0.241% |
| IWM iShares Russell 2000 ETF | 744 | $223,460 | $223,955.16 | - | $495.16 | 0.22% | -0.23% |
| MUST Columbia Multi-Sector Municipal Income ETF | 25,909 | $538,907 | $526,470.88 | - | -$12,436.12 | -2.31% | -0.098% |
| QQQ Invesco QQQ Trust, Series 1 | 1,050 | $536,792 | $753,164.99 | - | $216,372.99 | 40.31% | -0.905% |
| SPDW SPDR Portfolio Developed World ex-US ETF | 151,131 | $5.41M | $7.61M | - | $2.19M | 40.52% | -1.603% |
| SPEM SPDR Portfolio Emerging Markets ETF | 48,364 | $1.94M | $2.46M | - | $522,839.1 | 26.95% | -2.095% |
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FAQ
Which stocks have generated the highest profits for Thomas Lo?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $1.26M, Dimensional U.S. Core Equity 2 ETF - $759,699.55, Dimensional Core Fixed Income ETF - $469,240.05, Dimensional National Municipal Bond ETF - $420,611.37, and SPDR Portfolio Developed World ex-US ETF - $313,632.86. 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: Roblox Corporation - $199,835.52 and Airbnb, Inc - $16,837.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Lo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.7M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $726,047.51, Dimensional U.S. Core Equity 2 ETF - $594,328.83, Dimensional Core Fixed Income ETF - $457,505.6, Dimensional National Municipal Bond ETF - $421,135.21, and SPDR Portfolio Developed World ex-US ETF - $298,680.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Lo's monthly returns?
Thomas Lo'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 Thomas Lo's strategy be considered aggressive or moderate?
Thomas Lo'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 Thomas Lo's strategy?
Thomas Lo's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
