Lincoln Bach Portfolio
Invests via Delap Wealth Advisory LLC | Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Invests via Delap Wealth Advisory LLC
Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Automatically Tracked
Lincoln Bach Profile
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Investment Philosophy & Strategy
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
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:
69.26%
Gain +0.51%
Monthly
1.5%
Yearly
19.53%
Drawdown
12.28%
$297.3M
Equity
Holdings
$297.3M
Investment
$226.13M
$110.37M
Profit +$946,514.43
Realized
$39.2M
Unrealized
$71.17M
Dividends
$14.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$946,514.43
Win %
87%
This Week
Compared To Last Week
Gain
2.14%
Profit
$6.24M
Win %
87%
This Month
Compared to last month
Gain
2.14%
Profit
$6.24M
Win %
87%
This Year
Compared to last year
Gain
11.88%
Profit
$31.58M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$206,305.38 
GOOG Alphabet Inc
+6.88%
+$52,509.42 
GOOGL Alphabet Inc
+6.73%
+$53,208.96 
MSFT Microsoft Corp.
+3.02%
+$116,464.53 
NVDA NVIDIA Corporation
+2.93%
+$59,258.45 
ABSI Absci Corporation
+1.83%
+$18,474.68 
KMI Kinder Morgan, Inc.
+1.64%
+$3,318.64 
PH Parker-Hannifin Corporation
+1.43%
+$3,338.83 
WFC Wells Fargo & Company
+1.19%
+$18,346.74 
VUG Vanguard Growth ETF
+1.1%
+$2,879.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$35,264.88 
NIO Nio Inc.
+0.83%
+$1,369 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$5,581.96 
TSLA Tesla, Inc.
+0.76%
+$11,273.62 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$34,690.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,613.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,856.35 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,048.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$15,764.48 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,374.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,101 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,099.98 
VONE Vanguard Russell 1000 ETF
+0.64%
+$2,406.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$45,563.84 
ET Energy Transfer L.P.
+0.59%
+$1,569.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$207,646.32 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,614.58 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$3,138.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$72,517.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,410.77 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,808.19 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$63,388.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,121.58 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$64,568.32 
AZO AutoZone Inc.
+0.32%
+$1,151.91 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,018.52 
JNJ Johnson & Johnson
+0.21%
+$829.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,377.48 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,692.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$433.53 
WMT Walmart Inc.
+0.09%
+$2,499.45 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$4,635.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,024.64 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$39.5 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$540,102.04 
AON Aon plc
-1.64%
-$6,862.82 
FLJP Franklin FTSE Japan ETF
-0.98%
-$3,727.23 
XOM Exxon Mobil Corporation
-0.97%
-$2,754 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$15,195.1 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$5,359.52 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$176,389.62 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$55,866.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$108,855.3 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$2,175.8 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$2,871.4 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$12,807.96 
SBUX Starbucks Corporation
-0.57%
-$2,547 
LLY Eli Lilly and Company
-0.53%
-$2,966.92 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,933.89 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$43,803.76 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$3,146.55 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$70,304 
DFIV Dimensional International Value ETF
-0.47%
-$18,058.95 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,001.07 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$2,048.17 
VTV Vanguard Value ETF
-0.27%
-$1,075.55 
DUHP Dimensional US High Profitability ETF
-0.27%
-$901.34 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$19,582.83 
COST Costco Wholesale Corporation
-0.24%
-$2,571.81 
VB Vanguard Small-Cap ETF
-0.22%
-$849.39 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$830 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$16,609.92 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,402.92 
KR Kroger Co.
-0.21%
-$620.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$25,606.9 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$4,685.12 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$3,212.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,024.85 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,253.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$4,485.54 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$279.98 
V Visa Inc. Class A
-0.04%
-$103.45 Events
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Dividends
Dividend Analysis
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| Trades 1105 | Longs Won 788/1105 71% | Profit Factor 15.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440,983.5 |
| Average Win $149,771.9 | Best Trade (Aug 07) $7.6M | Sharpe Ratio -9.3 |
| Average Loss -$24,126.81 | Worst Trade (Mar 30) -$1.03M | Z-Score 3.71 (99.98%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $99,884.22 |
| 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 | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Lincoln Bach?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.38M, iShares Core MSCI International Developed Markets ETF (IDEV) - $4.37M, Microsoft Corp - $3.94M, iShares Core S&P Total U.S. Stock Market ETF - $3.66M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $3.3M. 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: Affiliated Managers Group Inc - $1.03M, Nike, Inc. - Class B - $280,371.37, CVS Health Corporation - $180,175.07, Intel Corporation - $140,385.98, and Five Below, Inc - $126,355.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lincoln Bach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.26M earned over time. The largest contributors to dividend income include iShares Core MSCI International Developed Markets ETF (IDEV) - $1.66M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.35M, Vanguard Intermediate-Term Treasury Fund - $1.11M, Avantis International Small Cap Value ETF - $929,454.29, and iShares Core S&P Total U.S. Stock Market ETF - $905,333.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lincoln Bach's monthly returns?
Lincoln Bach's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lincoln Bach's strategy be considered aggressive or moderate?
Lincoln Bach's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lincoln Bach's strategy?
Lincoln Bach's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
