TL
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:
20.52%
Gain -0.59%
Monthly
1.1%
Yearly
14.03%
Drawdown
14.27%
$144.54M
Equity
Holdings
$144.54M
Investment
$117.93M
$26.8M
Profit -$946,729.97
Realized
$184,563.11
Unrealized
$26.62M
Dividends
$2.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$946,729.97
Win %
83%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$144,592.63
Win %
83%
This Month
Compared to last month
Gain
-0.1%
Profit
-$144,592.63
Win %
83%
This Year
Compared to last year
Gain
5.75%
Profit
$8.15M
Win %
84%
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
AAPL Apple Inc.
-1.57%
-$47,680.88 
VGT Vanguard Information Technology ETF
-1.49%
-$6,896.56 
SPEM SPDR Portfolio Emerging Markets ETF
-1.39%
-$34,637.92 
VXF Vanguard Extended Market ETF
-1.01%
-$47,160.96 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$209,210.52 
SUSL iShares ESG MSCI USA Leaders ETF
-0.97%
-$3,311.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$2,226.18 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.87%
-$67,562.1 
VT Vanguard Total World Stock ETF
-0.86%
-$8,567.69 
EFA iShares MSCI EAFE ETF
-0.84%
-$5,885.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$12,055.68 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$6,653.12 
VOO Vanguard S&P 500 ETF
-0.71%
-$137,233.8 
AOA iShares Core Aggressive Allocation ETF
-0.7%
-$2,136.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$294,273.6 
ABNB Airbnb, Inc.
-0.57%
-$1,628.68 
DUHP Dimensional US High Profitability ETF
-0.41%
-$28,667.44 
DFGR Dimensional Global Real Estate ETF
-0.3%
-$877.54 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.28%
-$6,300.6 
IAGG iShares International Aggregate Bond Fund
-0.23%
-$1,973.74 
DFGP Dimensional Global Core Fixed Income Fund
-0.22%
-$2,040.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$1,673.14 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$13,077 
IUSB iShares Core Universal USD Bond ETF
-0.17%
-$2,652.24 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$3,365.6 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$1,013.12 Events
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Dividends
Dividend Analysis
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| Trades 138 | Longs Won 111/138 80% | Profit Factor 32.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $249,133.5 | Best Trade (Jun 02) $9.48M | Sharpe Ratio -26.16 |
| Average Loss -$31,629.59 | Worst Trade (Apr 17) -$503,559.5 | Z-Score 16.1 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $194,201.59 |
| 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% | 0.38% |
| Consecutive Losing Trades | 4,566 | 4,110 | 3,653 | 3,196 | 2,740 | 2,283 | 1,826 | 1,370 | 913 | 457 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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