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
Automatically Tracked
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:
48.59%
Gain -0.65%
Monthly
0.59%
Yearly
7.28%
Drawdown
16.56%
$187.44M
Equity
Holdings
$187.44M
Investment
$144.33M
$44.75M
Profit -$779,748.85
Realized
$1.65M
Unrealized
$43.11M
Dividends
$16.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$779,748.85
Win %
81%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$779,748.85
Win %
81%
This Month
Compared to last month
Gain
-0.9%
Profit
-$1.7M
Win %
81%
This Year
Compared to last year
Gain
7.44%
Profit
$12.98M
Win %
81%
NFLX Netflix, Inc.
+3.77%
+$19,534.8 
TOST Toast Inc.
+3.64%
+$17,574.57 
GOOGL Alphabet Inc
+3.23%
+$45,312.3 
META Meta Platforms Inc Class A
+2.71%
+$12,457.13 
MSFT Microsoft Corp.
+2.04%
+$35,294.82 
COST Costco Wholesale Corporation
+1.54%
+$5,390.9 
VHT Vanguard Health Care ETF
+1.38%
+$16,718.17 
KO The Coca-Cola Company
+1.22%
+$4,757.95 
KKR KKR & Co. Inc.
+1.22%
+$2,302.56 
AXP American Express Company
+0.95%
+$1,961.96 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$4,308.46 
LOW Lowe's Companies Inc.
+0.71%
+$2,036.99 
AAPL Apple Inc.
+0.24%
+$16,227.54 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$4,149.92 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$2,521.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVDA NVIDIA Corporation
-3.4%
-$74,337.02 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.29%
-$27,073.59 
GE General Electric Company
-1.89%
-$4,867.8 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$5,402.53 
TSLA Tesla, Inc.
-1.77%
-$16,084.42 
JPM JPMorgan Chase & Co.
-1.71%
-$18,069.06 
VGT Vanguard Information Technology ETF
-1.57%
-$6,049.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$24,050 
AMZN Amazon.com Inc
-1.25%
-$21,462.06 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$5,365.14 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$155,301.57 
IYJ iShares U.S. Industrials ETF
-1.04%
-$5,804.7 
SCHM Schwab U.S. Mid-Cap ETF
-0.91%
-$2,608 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.9%
-$9,849.58 
CVX Chevron Corporation
-0.89%
-$5,735.95 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$93,031.62 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.84%
-$43,011.36 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$165,355.58 
IYW iShares U.S. Technology ETF
-0.82%
-$13,047.84 
XVV iShares ESG Screened S&P 500
-0.8%
-$41,207.37 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$2,955.36 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.78%
-$2,990.88 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$5,194.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$13,101.24 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$8,674.93 
ESG FlexShares STOXX US ESG Select Fund
-0.6%
-$3,296.67 
VO Vanguard Mid-Cap ETF
-0.52%
-$2,493.11 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.5%
-$8,612.5 
MGV Vanguard Mega Cap Value ETF
-0.49%
-$2,945.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.48%
-$1,881.91 
IVV iShares Core S&P 500 ETF
-0.47%
-$6,250.16 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$3,822.63 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$8,246.11 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,619.42 
VOO Vanguard S&P 500 ETF
-0.46%
-$39,479.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$3,597.22 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,153.88 
USRT iShares Core U.S. REIT ETF
-0.4%
-$11,246.3 
VB Vanguard Small-Cap ETF
-0.4%
-$22,530.88 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$1,114.55 
DFAT Dimensional US Targeted Value ETF
-0.39%
-$51,504.47 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$3,023.9 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$1,740.48 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.17%
-$4,031.21 
SUSL iShares ESG MSCI USA Leaders ETF
-0.17%
-$632.7 
NULV Nuveen ESG Large-Cap Value ETF
-0.12%
-$1,333.54 
BGRN iShares USD Green Bond ETF
-0.12%
-$886.16 
HYXF iShares ESG Advanced High Yield Fund
-0.11%
-$1,144.15 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$1,693.93 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$3,787.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,966.76 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$356.25 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$1,011.61 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$158.12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$899 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$690.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$6,021.64 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$139.29 Events
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Dividends
Dividend Analysis
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| Trades 2334 | Longs Won 1256/2334 53% | Profit Factor 7.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $104,757.22 |
| Average Win $41,152.9 | Best Trade (Sep 04) $2.14M | Sharpe Ratio -8.86 |
| Average Loss -$6,431.63 | Worst Trade (Dec 31) -$708,702.92 | Z-Score -1.82 (94.93%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3d | Expectancy $19,175.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,034 | $2.96M | $6.67M | - | $3.71M | 125.22% | +0.244% |
| AMZN Amazon.com Inc | 6,686 | $866,848.46 | $1.7M | - | $828,520.56 | 95.58% | -1.25% |
| AXP American Express Company | 637 | $203,190.26 | $208,789.49 | - | $5,599.23 | 2.76% | +0.949% |
| BGRN iShares USD Green Bond ETF | 16,112 | $753,885.39 | $744,535.52 | - | -$9,349.87 | -1.24% | -0.119% |
| BRK-B Berkshire Hathaway Inc. | 949 | $253,797.5 | $488,649.59 | - | $234,852.09 | 92.54% | +0.89% |
| COST Costco Wholesale Corporation | 387 | $199,218 | $355,536.9 | - | $156,318.9 | 78.47% | +1.54% |
| CVX Chevron Corporation | 3,011 | $336,059.68 | $638,798.7 | - | $302,739.02 | 90.08% | -0.89% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 9,648 | $330,166.74 | $380,613.6 | - | $50,446.86 | 15.28% | -0.78% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 18,203 | $479,109.19 | $818,224.85 | - | $339,115.66 | 70.78% | -0.465% |
| DFAT Dimensional US Targeted Value ETF | 187,289 | $9.85M | $13.14M | - | $3.29M | 33.37% | -0.391% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 11,295 | $262,234.13 | $424,522.57 | - | $162,288.44 | 61.89% | -1.248% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 44,950 | $2.24M | $2.06M | - | -$172,130.73 | -7.7% | -0.044% |
| ESG FlexShares STOXX US ESG Select Fund | 3,044 | $385,741.87 | $547,676.48 | - | $161,934.61 | 41.98% | -0.598% |
| ESGV Vanguard ESG U.S. Stock ETF | 4,144 | $315,480.61 | $558,942.72 | - | $243,462.11 | 77.17% | -0.31% |
| FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | 207,496 | $6.38M | $6.39M | - | $9,353.82 | 0.15% | +0.065% |
| GE General Electric Company | 798 | $205,397.23 | $253,412.88 | - | $48,015.65 | 23.38% | -1.885% |
| GOOGL Alphabet Inc | 4,140 | $484,221.69 | $1.45M | - | $962,480.61 | 198.77% | +3.233% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 24,199 | $1.87M | $1.9M | - | $34,018.23 | 1.82% | -0.089% |
| HYXF iShares ESG Advanced High Yield Fund | 22,883 | $1.06M | $1.05M | - | -$12,439.22 | -1.17% | -0.109% |
| IAGG iShares International Aggregate Bond Fund | 28,903 | $1.48M | $1.43M | - | -$49,864.43 | -3.38% | -0.071% |
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FAQ
Which stocks have generated the highest profits for Loraine Ell?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $3.04M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.95M, SPDR Portfolio Short Term Treasury ETF - $1.64M, SPDR Portfolio S&P 500 Growth ETF - $1.51M, and SPDR Portfolio Emerging Markets ETF - $1.14M. 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: Schwab U.S. TIPS ETF - $623,651.27, iShares Core U.S. Aggregate Bond ETF - $420,082.3, SPDR S&P Kensho Clean Power ETF - $184,515.03, Seelos Therapeutics Inc - $118,143.36, and SPDR S&P Kensho Intelligent Structures ETF - $87,072.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loraine Ell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.94M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $3.01M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.48M, SPDR Portfolio Short Term Treasury ETF - $2.01M, SPDR Portfolio Emerging Markets ETF - $1.14M, and SPDR Bloomberg Investment Grade Floating Rate ETF - $877,548.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loraine Ell's monthly returns?
Loraine Ell's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Loraine Ell's strategy be considered aggressive or moderate?
Loraine Ell's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Loraine Ell's strategy?
Loraine Ell'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.
