LE
Loraine Ell Portfolio
Invests via Better Money Decisions LLC | Managed by EP Wealth Advisors LLC, Lea Ann Garrison Knight
Invests via Better Money Decisions LLC
Managed by EP Wealth Advisors LLC, Lea Ann Garrison Knight
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Loraine Ell Profile
Loraine Ell possesses a rich background in corporate governance and leadership across various sectors, where she has demonstrated her expertise as an influential board member and advisor. With extensive experience driving strategic initiatives, her role often encompasses facilitating partnerships that enhance organizational performance. Her commitment to fostering effective team dynamics has been pivotal for companies navigating complex market landscapes. Loraine's insights are sought after in discussions surrounding industry trends and corporate best practices, positioning her as a key figure among decision-makers focused on sustainable growth.
Loraine Ell possesses a rich background in corporate governance and leadership across various sectors, where she has demonstrated her expertise as an influential board member and advisor. With extensive experience driving strategic initiatives, her role often encompasses facilitating partnerships that enhance organizational performance. Her commitment to fostering effective team dynamics has been pivotal for companies navigating complex market landscapes. Loraine's insights are sought after in discussions surrounding industry trends and corporate best practices, positioning her as a key figure among decision-makers focused on sustainable growth.
Investment Philosophy & Strategy
Growth opportunities in dynamic markets captivate Loraine Ell, who leverages her extensive governance experience to identify and support promising ventures. She actively champions innovative strategies that drive sustainable expansion while nurturing collaborative environments among stakeholders. With a focus on partnership facilitation, her strategic input aims to transform organizations by aligning operational capabilities with market demands. Her approach emphasizes agility, ensuring enterprises can adapt and thrive amidst evolving challenges. Insights derived from a blend of leadership expertise and sector knowledge enable her to navigate investment decisions effectively, making significant contributions towards long-term value creation.
Growth opportunities in dynamic markets captivate Loraine Ell, who leverages her extensive governance experience to identify and support promising ventures. She actively champions innovative strategies that drive sustainable expansion while nurturing collaborative environments among stakeholders. With a focus on partnership facilitation, her strategic input aims to transform organizations by aligning operational capabilities with market demands. Her approach emphasizes agility, ensuring enterprises can adapt and thrive amidst evolving challenges. Insights derived from a blend of leadership expertise and sector knowledge enable her to navigate investment decisions effectively, making significant contributions towards long-term value creation.
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:
30.02%
Gain +0.65%
Monthly
0.42%
Yearly
5.17%
Drawdown
14.49%
$180.7M
Equity
Holdings
$180.7M
Investment
$138.2M
$44.61M
Profit +$1.22M
Realized
$2.11M
Unrealized
$42.5M
Dividends
$15.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.22M
Win %
90%
This Week
Compared To Last Week
Gain
0.68%
Profit
$1.22M
Win %
90%
This Month
Compared to last month
Gain
0.32%
Profit
$575,334.55
Win %
90%
This Year
Compared to last year
Gain
7.56%
Profit
$12.69M
Win %
90%
META Meta Platforms Inc Class A
+4.34%
+$17,332.49 
NUEM Nuveen ESG Emerging Markets Equity Fund
+3.19%
+$35,719.81 
IYW iShares U.S. Technology ETF
+3.1%
+$47,589.3 
AMZN Amazon.com Inc
+3.06%
+$49,677.91 
VGT Vanguard Information Technology ETF
+2.79%
+$10,432 
QQQ Invesco QQQ Trust, Series 1
+2.67%
+$10,087 
GOOGL Alphabet Inc
+2.65%
+$39,328.7 
KKR KKR & Co. Inc.
+2.62%
+$4,717.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.39%
+$42,520.33 
SPEM SPDR Portfolio Emerging Markets ETF
+2.19%
+$287,702.94 
NVDA NVIDIA Corporation
+2.13%
+$43,506.05 
ESGV Vanguard ESG U.S. Stock ETF
+1.86%
+$10,238.24 
MSFT Microsoft Corp.
+1.77%
+$24,115.78 
AAPL Apple Inc.
+1.72%
+$100,310.98 
TOST Toast Inc.
+1.65%
+$6,725.23 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.6%
+$6,049.76 
VOO Vanguard S&P 500 ETF
+1.57%
+$141,442.86 
SPY SPDR S&P 500 ETF Trust
+1.56%
+$8,572.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.54%
+$12,435.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.54%
+$6,413.55 
XVV iShares ESG Screened S&P 500
+1.5%
+$73,326.57 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.49%
+$24,858.34 
SUSL iShares ESG MSCI USA Leaders ETF
+1.37%
+$5,063.02 
IYJ iShares U.S. Industrials ETF
+1.36%
+$7,618.87 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.34%
+$24,854.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$7,480.52 
IVV iShares Core S&P 500 ETF
+1.3%
+$16,916.8 
VO Vanguard Mid-Cap ETF
+1.28%
+$7,042.08 
ESG FlexShares STOXX US ESG Select Fund
+1.25%
+$6,615.44 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.18%
+$9,812.92 
XJR iShares ESG Screened S&P Small-Cap ETF
+1.13%
+$19,039.93 
NUDM Nuveen ESG International Developed Markets Equity Fund
+1.13%
+$55,168.74 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.07%
+$11,491.15 
SCHM Schwab U.S. Mid-Cap ETF
+0.98%
+$2,877.98 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$4,531.34 
VB Vanguard Small-Cap ETF
+0.94%
+$53,330.85 
NFLX Netflix, Inc.
+0.78%
+$4,195.97 
LOW Lowe's Companies Inc.
+0.62%
+$1,996.99 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$12,988.52 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$4,203.6 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$52,229.87 
NULV Nuveen ESG Large-Cap Value ETF
+0.46%
+$4,660.28 
VOE Vanguard Mid-Cap Value ETF
+0.31%
+$853.12 
HYXF iShares ESG Advanced High Yield Fund
+0.3%
+$3,105.83 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,890.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$10,964.08 
IAGG iShares International Aggregate Bond Fund
+0.25%
+$3,456.25 
JPM JPMorgan Chase & Co.
+0.25%
+$2,332.55 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.24%
+$4,969.95 
PHYL PGIM Active High Yield Bond ETF
+0.23%
+$1,175.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.23%
+$3,927.78 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.2%
+$8,611.59 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.16%
+$733 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.15%
+$22,477.01 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.14%
+$2,352.16 
BGRN iShares USD Green Bond ETF
+0.14%
+$1,023.75 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$1,682.24 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.12%
+$16,806.54 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$447.33 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$3,826.22 
DFAT Dimensional US Targeted Value ETF
+0.05%
+$6,225.06 
CVX Chevron Corporation
-3.71%
-$20,896.64 
KO The Coca-Cola Company
-1.83%
-$6,705.39 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$128,155.34 
USRT iShares Core U.S. REIT ETF
-0.52%
-$14,528.5 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.44%
-$1,676.5 
VHT Vanguard Health Care ETF
-0.38%
-$4,250.79 
COST Costco Wholesale Corporation
-0.18%
-$689.4 Events
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Dividends
Dividend Analysis
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| Trades 2269 | Longs Won 1124/2269 49% | Profit Factor 9.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $102,777.67 |
| Average Win $44,499.75 | Best Trade (Jun 12) $1.99M | Sharpe Ratio -10.52 |
| Average Loss -$4,718.62 | Worst Trade (Dec 31) -$708,702.92 | Z-Score -8.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $19,662.8 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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Returns
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