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:
41.76%
Gain +0.81%
Monthly
0.59%
Yearly
7.29%
Drawdown
16.03%
$185.84M
Equity
Holdings
$185.84M
Investment
$144.33M
$43.72M
Profit +$933,856.35
Realized
$2.2M
Unrealized
$41.52M
Dividends
$16.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.81%
Profit
$933,856.35
Win %
86%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$38,467.25
Win %
86%
This Month
Compared to last month
Gain
-0.31%
Profit
-$576,865.06
Win %
86%
This Year
Compared to last year
Gain
6.53%
Profit
$11.39M
Win %
86%
GOOGL Alphabet Inc
+2.3%
+$33,016.54 
TOST Toast Inc.
+2.06%
+$9,313.02 
AMZN Amazon.com Inc
+2.01%
+$33,229.42 
MSFT Microsoft Corp.
+2%
+$27,529.23 
CVX Chevron Corporation
+1.39%
+$7,858.71 
IYW iShares U.S. Technology ETF
+0.98%
+$14,710.18 
META Meta Platforms Inc Class A
+0.88%
+$4,012.93 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.85%
+$15,005.49 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$2,950.12 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$2,246.44 
VGT Vanguard Information Technology ETF
+0.74%
+$2,674.56 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.69%
+$7,496.03 
NVDA NVIDIA Corporation
+0.6%
+$12,239.04 
SPEM SPDR Portfolio Emerging Markets ETF
+0.42%
+$55,276.83 
ESGV Vanguard ESG U.S. Stock ETF
+0.33%
+$1,823.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$1,107 
XVV iShares ESG Screened S&P 500
+0.27%
+$13,735.79 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$4,314.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,917.77 
IVV iShares Core S&P 500 ETF
+0.24%
+$3,081.62 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$1,244.89 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$576.94 
SUSL iShares ESG MSCI USA Leaders ETF
+0.22%
+$797.76 
VOO Vanguard S&P 500 ETF
+0.21%
+$17,956.79 
ESG FlexShares STOXX US ESG Select Fund
+0.13%
+$704.99 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$366.75 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$1,001.16 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$455.52 
VO Vanguard Mid-Cap ETF
+0.08%
+$385.84 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$1,088.95 
NULV Nuveen ESG Large-Cap Value ETF
+0.03%
+$307.74 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$1,037.48 
HYXF iShares ESG Advanced High Yield Fund
+0.01%
+$139.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KKR KKR & Co. Inc.
-3.27%
-$6,177.6 
AAPL Apple Inc.
-2.84%
-$190,122.46 
GE General Electric Company
-2.2%
-$6,128.63 
TSLA Tesla, Inc.
-2.07%
-$19,614.54 
NFLX Netflix, Inc.
-1.75%
-$8,061.45 
LOW Lowe's Companies Inc.
-1.72%
-$5,230.74 
USRT iShares Core U.S. REIT ETF
-0.57%
-$16,869.45 
AXP American Express Company
-0.54%
-$1,229.4 
VHT Vanguard Health Care ETF
-0.47%
-$5,611.68 
DFAT Dimensional US Targeted Value ETF
-0.47%
-$61,805.37 
COST Costco Wholesale Corporation
-0.46%
-$1,687.32 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.4%
-$1,591.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$8,795.28 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$2,774.7 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$66,142.23 
JPM JPMorgan Chase & Co.
-0.32%
-$3,204.39 
VOE Vanguard Mid-Cap Value ETF
-0.32%
-$880.64 
IYJ iShares U.S. Industrials ETF
-0.31%
-$1,776.59 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$12,361.5 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.3%
-$3,326.68 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.29%
-$14,547.96 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.29%
-$6,068.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.25%
-$11,817.19 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$4,255 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$21,848.33 
BGRN iShares USD Green Bond ETF
-0.2%
-$1,501.64 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$1,947.45 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.14%
-$2,417.62 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.13%
-$2,253.03 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$735.93 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.1%
-$15,131.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.1%
-$395.32 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$15,054.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$296.48 
MGV Vanguard Mega Cap Value ETF
-0.09%
-$527.22 
PHYL PGIM Active High Yield Bond ETF
-0.09%
-$427.5 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$1,011.61 
VB Vanguard Small-Cap ETF
-0.06%
-$3,658.83 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$208.94 
KO The Coca-Cola Company
-0.05%
-$177.04 Events
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Dividends
Dividend Analysis
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| Trades 2334 | Longs Won 1162/2334 49% | Profit Factor 8.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $101,887.88 |
| Average Win $42,491.9 | Best Trade (Jul 30) $1.99M | Sharpe Ratio -9.68 |
| Average Loss -$4,828.38 | Worst Trade (Dec 31) -$708,702.92 | Z-Score -4.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $18,730.39 |
| 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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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 - $1.83M, SPDR Portfolio Short Term Treasury ETF - $1.54M, 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 - $624,248.07, 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 $16.5M 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 - $2.36M, SPDR Portfolio Short Term Treasury ETF - $1.92M, SPDR Portfolio Emerging Markets ETF - $1.14M, and SPDR Bloomberg Investment Grade Floating Rate ETF - $832,521.94. 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.
