Lisa L. Lockerman Portfolio
Invests via LOCKERMAN FINANCIAL GROUP Inc. | Managed by Lisa L. Lockerman
Invests via LOCKERMAN FINANCIAL GROUP Inc.
Managed by Lisa L. Lockerman
Automatically Tracked
Lisa L. Lockerman Profile
Lisa L. Lockerman has a distinguished career in corporate governance and strategic leadership, underscoring her role as a trusted advisor to boards of directors across diverse sectors. Her extensive experience encompasses multiple high-stakes positions that bridge the realms of business operations and financial oversight, driving initiatives that enhance organizational effectiveness. Having served on several influential boards, she leverages insights into regulatory dynamics and market trends to facilitate sustainable growth strategies. With a focus on enhancing shareholder value through operational excellence, Lisa plays an instrumental role in guiding companies through complex transformations while fostering transparency and accountability at the highest levels.
Lisa L. Lockerman has a distinguished career in corporate governance and strategic leadership, underscoring her role as a trusted advisor to boards of directors across diverse sectors. Her extensive experience encompasses multiple high-stakes positions that bridge the realms of business operations and financial oversight, driving initiatives that enhance organizational effectiveness. Having served on several influential boards, she leverages insights into regulatory dynamics and market trends to facilitate sustainable growth strategies. With a focus on enhancing shareholder value through operational excellence, Lisa plays an instrumental role in guiding companies through complex transformations while fostering transparency and accountability at the highest levels.
Investment Philosophy & Strategy
Growth dynamics are at the forefront of decision-making for Lisa L. Lockerman, whose insights as a strategic leader drive impactful corporate governance. Her ability to synthesize operational excellence with innovative strategies allows organizations to navigate challenging market landscapes effectively. Focused on long-term performance, she champions sustainable initiatives that optimize resource allocation while addressing evolving stakeholder expectations. By applying her extensive knowledge of regulatory environments and best practices in board leadership, she cultivates an atmosphere conducive to robust organizational growth and accountability.
Growth dynamics are at the forefront of decision-making for Lisa L. Lockerman, whose insights as a strategic leader drive impactful corporate governance. Her ability to synthesize operational excellence with innovative strategies allows organizations to navigate challenging market landscapes effectively. Focused on long-term performance, she champions sustainable initiatives that optimize resource allocation while addressing evolving stakeholder expectations. By applying her extensive knowledge of regulatory environments and best practices in board leadership, she cultivates an atmosphere conducive to robust organizational growth and accountability.
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:
50.15%
Gain -0.17%
Monthly
0.35%
Yearly
4.27%
Drawdown
19.97%
$69.92M
Equity
Holdings
$69.92M
Investment
$69.5M
$8.58M
Profit -$119,140.72
Realized
$8.16M
Unrealized
$421,276.38
Dividends
$4.53M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$119,140.72
Win %
60%
This Week
Compared To Last Week
Gain
0.55%
Profit
$379,474.63
Win %
60%
This Month
Compared to last month
Gain
0.61%
Profit
$421,276.37
Win %
60%
This Year
Compared to last year
Gain
0.61%
Profit
$421,276.39
Win %
67%
PG The Procter & Gamble Company
+5.58%
+$19,818.75 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
+1.44%
+$10,264.5 
AAPL Apple Inc.
0%
-$0.02 
ABBV AbbVie Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
CLOA iShares AAA CLO Active ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corporation Common Stock
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
$0 
ACWX iShares MSCI ACWI ex U.S. ETF
0%
$0 
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
0%
$0 
BBJP JPMorgan BetaBuilders Japan ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BALI iShares U.S. Large Cap Premium Income Active ETF
0%
$0 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
0%
-$0.32 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMHC State Street SPDR Bloomberg Emerging Markets USD Bond ETF
0%
$0 
FISR State Street Fixed Income Sector Rotation ETF
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
-$0.01 
GSUS Goldman Sachs MarketBeta U.S. Equity ETF
0%
$0 
GLD SPDR Gold Shares
0%
+$0.02 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IGEB iShares Investment Grade Systematic Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.09 
IVW iShares S&P 500 Growth ETF
0%
+$0.08 
IVE iShares S&P 500 Value ETF
0%
+$0.01 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JIG JPMorgan International Growth ETF
0%
$0 
JIVE JPMorgan International Value ETF
0%
-$0.01 
JNK State Street SPDR Bloomberg High Yield Bond ETF
0%
$0 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
0%
$0 
JMUB JPMorgan Municipal ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
-$1 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
0%
$0 
NUDM Nuveen ESG International Developed Markets Equity ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
RWL Invesco S&P 500 Revenue ETF
0%
+$0.03 
SHV iShares 0-1 Year Treasury Bond ETF
0%
$0 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
0%
$0 
SRLN State Street Blackstone Senior Loan ETF
0%
$0 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
VEA Vanguard FTSE Developed Markets ETF
0%
$0 
VONG Vanguard Russell 1000 Growth ETF
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VTI Vanguard Total Stock Market ETF
0%
-$0.01 
VTEB Vanguard Tax-Exempt Bond ETF
0%
-$0.03 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.01 
JBND JPMorgan Active Bond ETF
0%
$0 
BLCR iShares Large Cap Core Active ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
+$0.03 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
CORO iShares International Country Rotation Active ETF
0%
$0 
IDEF iShares Defense Industrials Active ETF
0%
-$0.94 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
SECU iShares Securitized Income Active ETF
0%
$0 RGLO
RGLO
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1432 | Longs Won 837/1432 58% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66,605.71 |
| Average Win $23,414.18 | Best Trade (Dec 31) $1.24M | Sharpe Ratio -13.89 |
| Average Loss -$12,440.84 | Worst Trade (Jun 29) -$1.21M | Z-Score -5.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $5,994.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,714 | $570,796.26 | $589,598.84 | - | $18,802.58 | 3.29% | 0.0 |
| ABBV AbbVie Inc. | 906 | $237,000.54 | $258,028.79 | - | $21,028.25 | 8.87% | 0.0 |
| ACWX iShares MSCI ACWI ex U.S. ETF | 6,906 | $522,231.72 | $516,361.62 | - | -$5,870.1 | -1.12% | 0.0 |
| AMZN Amazon.com Inc | 1,222 | $304,461.29 | $320,616.14 | - | $16,154.85 | 5.31% | 0.0 |
| AVGO Broadcom Inc. | 667 | $234,243.73 | $225,312.59 | - | -$8,931.14 | -3.81% | 0.0 |
| BAI iShares A.I. Innovation and Tech Active ETF | 9,175 | $432,968.25 | $393,515.75 | - | -$39,452.5 | -9.11% | 0.0 |
| BALI iShares U.S. Large Cap Premium Income Active ETF | 9,280 | $319,788.8 | $322,851.2 | - | $3,062.4 | 0.96% | 0.0 |
| BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 7,950 | $352,741.5 | $350,913 | - | -$1,828.5 | -0.52% | 0.0 |
| BBJP JPMorgan BetaBuilders Japan ETF | 3,984 | $312,744 | $308,003.04 | - | -$4,740.96 | -1.52% | 0.0 |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 31,650 | $4.35M | $4.42M | - | $61,084.18 | 1.4% | 0.0 |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 2,896 | $265,389.44 | $265,273.6 | - | -$115.84 | -0.04% | 0.0 |
| BINC iShares Flexible Income Active ETF | 6,842 | $347,505.18 | $346,820.98 | - | -$684.2 | -0.2% | 0.0 |
| BLCR iShares Large Cap Core Active ETF | 11,378 | $557,066.88 | $564,348.8 | - | $7,281.92 | 1.31% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 3,732 | $285,124.8 | $285,609.96 | - | $485.16 | 0.17% | 0.0 |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 29,213 | $1.15M | $1.17M | - | $23,954.69 | 2.09% | 0.0 |
| CLOA iShares AAA CLO Active ETF | 5,305 | $275,234.01 | $275,170.35 | - | -$63.66 | -0.02% | 0.0 |
| CORO iShares International Country Rotation Active ETF | 18,878 | $686,215.3 | $677,720.2 | - | -$8,495.1 | -1.24% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 13,133 | $583,761.85 | $595,581.55 | - | $11,819.7 | 2.02% | 0.0 |
| DFUV Dimensional US Marketwide Value ETF | 6,433 | $353,815 | $363,914.81 | - | $10,099.81 | 2.85% | 0.0 |
| DGRO iShares Core Dividend Growth ETF | 3,780 | $284,974.2 | $300,018.6 | - | $15,044.4 | 5.28% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lisa L. Lockerman?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $2.16M, NVIDIA Corporation - $1.1M, JPMorgan BetaBuilders U.S. Equity ETF - $822,637.71, Alphabet Inc - $724,783.86, and iShares Core S&P 500 ETF - $670,736.61. 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: Masimo Corporation - $1.95M, iShares Russell 2000 ETF - $280,392.74, iShares MSCI All Country Asia ex Japan ETF - $255,125.8, UnitedHealth Group Inc - $211,249.57, and Mid-America Apartment Communities, Inc - $207,911.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lisa L. Lockerman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.53M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $249,135.05, JPMorgan BetaBuilders U.S. Aggregate Bond ETF - $156,990.95, Nuveen ESG U.S. Aggregate Bond ETF - $143,678.97, State Street SPDR Portfolio Developed World ex-US ETF - $135,855.9, and JPMorgan International Research Enhanced Equity ETF - $112,814.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lisa L. Lockerman's monthly returns?
Lisa L. Lockerman'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 Lisa L. Lockerman's strategy be considered aggressive or moderate?
Lisa L. Lockerman'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 Lisa L. Lockerman's strategy?
Lisa L. Lockerman'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.
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