LLL
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:
42.23%
Gain +3.31%
Monthly
0.4%
Yearly
4.93%
Drawdown
19.23%
$59.64M
Equity
Holdings
$59.64M
Investment
$51.8M
$16.52M
Profit +$2.03M
Realized
$8.67M
Unrealized
$7.85M
Dividends
$4.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.31%
Profit
$2.03M
Win %
76%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$471,043.8
Win %
76%
This Month
Compared to last month
Gain
-0.99%
Profit
-$593,250.52
Win %
76%
This Year
Compared to last year
Gain
2.56%
Profit
$1.79M
Win %
77%
JPM JPMorgan Chase & Co.
+2.3%
+$7,761.51 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$7,027.19 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$3,803.21 
JIG JPMorgan International Growth ETF
+1.23%
+$4,550.54 
JNJ Johnson & Johnson
+1.07%
+$3,019.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$8,809.56 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$3,184.34 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$17,912.17 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$2,942.24 
PG Procter & Gamble Co
+0.85%
+$2,866.42 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$2,805.92 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$3,127.28 
NULV Nuveen ESG Large-Cap Value ETF
+0.73%
+$3,130.57 
GWX SPDR S&P International Small Cap ETF
+0.73%
+$4,044.81 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,367.04 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$5,853.1 
JIVE JPMorgan International Value ETF
+0.7%
+$3,133 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$3,939.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$4,409.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$1,469.66 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$4,248.66 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,868.53 
GSUS Goldman Sachs MarketBeta U.S.
+0.58%
+$2,057.92 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,996.83 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$21,238.78 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$2,628.99 
GOOGL Alphabet Inc
+0.56%
+$2,658.01 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.55%
+$2,253.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$1,878.14 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.51%
+$20,218.44 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,689.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$3,191.65 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$1,054.88 
XLSR SPDR SSGA US Sector Rotation ETF
+0.36%
+$9,163.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$955.5 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$1,494.08 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.31%
+$914.29 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.31%
+$5,429.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$2,843.25 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.29%
+$960.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$6,902.15 
XOM Exxon Mobil Corporation
+0.28%
+$597.78 
JGLO JPMorgan Global Select Equity ETF
+0.23%
+$2,451.04 
NVDA NVIDIA Corporation
+0.14%
+$777.22 
BINC iShares Flexible Income Active ETF
+0.12%
+$617.04 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$323.31 
MSFT Microsoft Corp.
+0.1%
+$546.8 
GLD SPDR Gold Shares
+0.06%
+$316.7 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.06%
+$310.19 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$104.04 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$205.94 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$61.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$55.4 
CLOA iShares AAA CLO ETF
+0.02%
+$64.96 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$60.68 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$57.98 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
+$0.01 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
MASI Masimo Corporation
0%
$0 
RGLO
0%
$0 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$6,932.83 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$5,909.64 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$3,777.8 
AAPL Apple Inc.
-1.52%
-$5,656.5 
AMZN Amazon.com Inc
-1.23%
-$3,774 
AVGO Broadcom Inc.
-0.91%
-$2,859.5 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.89%
-$9,989.91 
NOC Northrop Grumman Corporation
-0.4%
-$2,054.22 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$1,482.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$867 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.2%
-$5,173.65 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$557.44 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$398.44 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$1,534.12 
MBB iShares MBS ETF
-0.15%
-$354.48 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$262.89 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$270.4 
IGEB iShares Investment Grade Corporate Bond ETF
-0.09%
-$403.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$856.8 
JBND JPMorgan Active Bond ETF
-0.08%
-$1,114.24 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$531.06 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.07%
-$327.25 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$533.94 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.04%
-$139.46 
JAGG JPMorgan U.S. Aggregate Bond ETF
-0.02%
-$230.23 Events
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Dividends
Dividend Analysis
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| Trades 1343 | Longs Won 837/1343 62% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $71,411.22 |
| Average Win $27,077.51 | Best Trade (Dec 31) $1.24M | Sharpe Ratio -11.3 |
| Average Loss -$12,149.39 | Worst Trade (Jun 10) -$1.18M | Z-Score -2.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $12,298.05 |
| 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 | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
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Returns
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