LL
Lynn Livelsberger Portfolio
Invests via Livelsberger Financial Advisory | Managed by Lynn Livelsberger
Invests via Livelsberger Financial Advisory
Managed by Lynn Livelsberger
Automatically Tracked
Lynn Livelsberger Profile
Veteran operator and active venture investor, Lynn Livelsberger has led growth-stage initiatives and served on corporate boards, focusing on technology-enabled services and healthcare IT. She is known for scaling revenue operations, executing strategic M&A and advising founders on capital strategy. Market participants view her as a pragmatic growth specialist who bridges operator experience with hands-on investing across venture and private market transactions.
Veteran operator and active venture investor, Lynn Livelsberger has led growth-stage initiatives and served on corporate boards, focusing on technology-enabled services and healthcare IT. She is known for scaling revenue operations, executing strategic M&A and advising founders on capital strategy. Market participants view her as a pragmatic growth specialist who bridges operator experience with hands-on investing across venture and private market transactions.
Investment Philosophy & Strategy
Focuses on growth-stage, operator-led investing in technology-enabled services and healthcare IT, prioritizing capital-efficient revenue scaling and repeatable GTM playbooks. Prefers board-level, hands-on partnerships that combine operational resources with selective M&A to accelerate compounding ARR. Allocates capital toward businesses with clear unit economics, durable market positioning, and founder alignment; uses stage-focused horizons of 3–7 years, disciplined downside protection, and pragmatic exit-driven value creation.
Focuses on growth-stage, operator-led investing in technology-enabled services and healthcare IT, prioritizing capital-efficient revenue scaling and repeatable GTM playbooks. Prefers board-level, hands-on partnerships that combine operational resources with selective M&A to accelerate compounding ARR. Allocates capital toward businesses with clear unit economics, durable market positioning, and founder alignment; uses stage-focused horizons of 3–7 years, disciplined downside protection, and pragmatic exit-driven 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:
8.94%
Gain +0.04%
Monthly
0.36%
Yearly
4.39%
Drawdown
5.39%
$0
Equity
Holdings
$0
Investment
$0
$6.5M
Profit +$7,486.07
Realized
$6.5M
Unrealized
$0
Dividends
$565,347.12
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$7,486.07
Win %
85%
This Week
Compared To Last Week
Gain
0.28%
Profit
$7,486.07
Win %
85%
This Month
Compared to last month
Gain
0.32%
Profit
$8,745.17
Win %
85%
This Year
Compared to last year
Gain
1.68%
Profit
$45,186.41
Win %
78%
HCAIX Harbor Capital Appreciation Fund Investor Class
+$853,646.5
PRHSX T. Rowe Price Health Sciences Fund
+$810,646.18
OAKMX Oakmark Fund Investor Class
+$634,176.97
ABBV AbbVie Inc.
+$386,939.47
SLASX Selected American Shares Fund Class S
+$290,384.9
PRWCX T. Rowe Price Capital Appreciation Fund
+$226,346.74
IENAX Invesco Energy Fund Class A
+$163,189.13
FKINX Franklin Income Fund Class A1
+$134,107.72
TRBCX T. Rowe Price Blue Chip Growth Fund, Inc.
+$118,763.62
YACKX AMG Yacktman Fund Class I
+$103,313.6
TWCUX American Century Ultra Fund Investor Class
+$103,005.96
RYBMX Rydex Basic Materials Fund Class A
+$102,456.81
WSHFX American Funds Washington Mutual Investors Fund Class F-1
+$102,228.06
TWEIX American Century Equity Income Fund Investor Class
+$97,980
PRMTX T. Rowe Price Communications & Technology Fund Investor Class
+$86,075.75
BARAX Baron Asset Fund Retail Mutual Fund
+$82,374.7
ABT Abbott Laboratories
+$81,873.02
EVIBX Eaton Vance Income Fund of Boston Class A
+$81,181.54
XLI Industrial Select Sector SPDR Fund
+$78,709.84
AFIFX American Funds Fundamental Investors F-1
+$76,477.49
PH Parker-Hannifin Corporation
+$76,058.67
OAKLX Oakmark Select Fund Investor Class
+$73,467.83
YAFFX AMG Yacktman Focused Fund Class N
+$72,860.91
JENSX Jensen Quality Growth Fund Inc. Class J
+$70,619.45
BGRFX Baron Growth Fund
+$68,689.4
BIOPX Baron Opportunity Fund Retail Class
+$67,769.02
AMPFX American Funds AMCAP Fund® Class F-1
+$66,554.9
PRFDX T. Rowe Price Equity Income Fund
+$65,779.21
PRDGX T. Rowe Price Dividend Growth Fund
+$61,344.94
AAPL Apple Inc.
+$59,201.56
WELL Welltower Inc.
+$58,988.23
OAKBX Oakmark Equity and Income Fund Investor Class
+$57,910.6
SGRAX Allspring Growth Fund - Class A
+$50,144
PRNHX T. Rowe Price New Horizons Fund
+$48,043.8
ARGFX Ariel Fund Investor Class
+$47,708.84
BALFX American Balanced Fund® Class F-1
+$45,657.57
LLY Eli Lilly and Company
+$45,551.32
PRGTX T. Rowe Price Global Technology Fund
+$41,624.01
ALL Allstate Corporation
+$36,718.38
KTF DWS Municipal Income Trust
+$35,947.38
CPXAX Cohen & Steers Preferred Sec & Inc A
+$33,253.15
GFAFX American Funds The Growth Fund of America Class F-1
+$33,159.96
XOM Exxon Mobil Corporation
+$32,127.76
MRK Merck & Co., Inc.
+$32,106.32
MPC Marathon Petroleum Corporation
+$30,370.5
GRC The Gorman-Rupp Company
+$30,272.42
NSC Norfolk Southern Corporation
+$30,240.87
EMR Emerson Electric Co.
+$29,917.21
FDX FedEx Corporation
+$28,002.17
AWSHX American Funds Washington Mutual Investors Fund Class A
+$27,834.98
BFK BlackRock Municipal Income Trust
+$26,563.57
MS Morgan Stanley
+$26,460.84
RYBOX Rydex Biotechnology Fund Class A
+$24,884.08
BSCFX Baron Small Cap Fund Retail Class
+$24,514.29
RYPDX Rydex Consumer Products Fund Class A
+$24,074.32
VWENX Vanguard Wellington Fund Admiral Shares
+$22,729.14
DIS The Walt Disney Company
+$22,310.19
MSFT Microsoft Corp.
+$21,856.06
RYBKX Rydex Banking Fund Class A
+$20,006.96
PONAX PIMCO Income Fund Class A
+$19,706.64
FSMEX Fidelity Select Medical Technology and Devices Portfolio
+$19,705.13
SWVXX Schwab Value Advantage Money Fund
+$18,562.21
GASFX Hennessy Gas Utility Fund Investor Class
+$17,668.89
BHCFX Baron Health Care Fund Retail Shares
+$16,873.48
TIBAX Thornburg Investment Income Builder Fund Class A
+$16,360.07
NPNAX Neuberger Berman Large Cap Value Fund Class A
+$16,186.68
VWNFX Vanguard Windsor II Fund Investor Shares
+$15,282.36
VWELX Vanguard Wellington Fund Investor Shares
+$15,276.59
AMFFX American Funds American Mutual Fund Class F-1
+$15,253.89
ANFFX American Funds The New Economy Fund Class F-1
+$15,129.13
JNJ Johnson & Johnson
+$14,568.12
PSX Phillips 66
+$14,202.8
VWUAX Vanguard U.S. Growth Fund Admiral Shares
+$14,038.94
DODBX Dodge & Cox Balanced Fund Class I
+$14,006.47
JPM JPMorgan Chase & Co.
+$13,628.9
RPBAX T. Rowe Price Balanced Fund
+$13,270.85
RPM RPM International Inc.
+$13,086.09
DODGX Dodge & Cox Stock Fund Class I
+$12,928.93
BREFX Baron Real Estate Fund Retail Shares
+$12,815.66
FTCHX Invesco Technology Fund Investor Class
+$12,697.8
COP ConocoPhillips
+$12,627.18
MRO Marathon Oil Corp
+$12,526.68
SGENX First Eagle Global Fund Class A
+$11,744.88
CIBFX American Funds Capital Income Builder Class F-1
+$11,704.4
EADIX Eaton Vance Global Equity Income Fund Class A
+$11,579.48
MRVL Marvell Technology, Inc.
+$11,150
PNOPX Putnam Sustainable Leaders Fund
+$10,937.56
SGHAX DWS Global High Income Fund - Class A
+$10,626.58
NZF Nuveen Municipal Credit Income Fund
+$10,483.25
ABALX American Funds American Balanced Fund Class A
+$10,327.24
HDOGX Hennessy Total Return Fund Investor Class
+$10,230.28
VFIAX Vanguard 500 Index Fund Admiral Shares
+$9,977.45
FPURX Fidelity Puritan Fund
+$9,938.07
PRFRX T. Rowe Price Floating Rate Fund, Inc.
+$9,710.61
WMT Walmart Inc.
+$9,580.85
NEE NextEra Energy, Inc.
+$9,547.63
ECL Ecolab Inc.
+$9,519.89
JABAX Janus Henderson Balanced Fund Class T
+$8,624.07
SYY Sysco Corporation
+$8,464.98
XLE Energy Select Sector SPDR Fund
+$8,446.14
ROM ProShares Ultra Technology ETF
+$8,407.1
LOW Lowe's Companies Inc.
+$8,386.07
IBM International Business Machines Corporation
+$8,267.46
EVN Eaton Vance Municipal Income Trust
+$8,034.77
NVT nVent Electric plc
+$7,694.12
HD The Home Depot, Inc.
+$7,479.54
CVX Chevron Corporation
+$7,421.16
AGTHX American Funds The Growth Fund of America Class A
+$7,415.72
PRDSX T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
+$7,362.67
VTV Vanguard Value ETF
+$7,240.46
ANCFX American Funds Fundamental Investors® Class A
+$6,912.6
VZ Verizon Communications Inc.
+$6,748.13
PG Procter & Gamble Co
+$6,593.52
KO The Coca-Cola Company
+$6,442.42
EPD Enterprise Products Partners L.P.
+$6,164.89
FHYTX Federated Hermes Opportunistic High Yield Bond Fund - SS Shares
+$6,110.26
COIN Coinbase Global, Inc.
+$5,927.8
T AT&T Inc.
+$5,873.03
QCOM QUALCOMM Incorporated
+$5,783.34
TWCGX American Century Growth Fund Investor Class
+$5,655.84
AIVSX American Funds Investment Company of America Class A
+$5,535.37
LIN Linde plc
+$5,500
TWVLX American Century Value Fund Investor Class
+$5,408.41
ICLR ICON plc
+$5,393.9
FCNTX Fidelity Contrafund
+$5,372.43
EABLX Eaton Vance Floating-Rate Fund - Advisers Class
+$5,310.33
SCVAX Allspring Small Company Value Fund - Class A
+$5,072.3
PNC The PNC Financial Services Group, Inc.
+$5,069.25
SGHSX DWS Global High Income Fund - Class S
+$5,038.86
GE General Electric Company
+$5,006.31
TESIX Franklin Mutual Shares Fund Class A
+$4,987.77
INTC Intel Corporation
+$4,974.54
RSNRX Victory Global Energy Transition Fund Class A
+$4,875.48
R Ryder System Inc.
+$4,826
BUFGX Buffalo Growth Fund
+$4,530.45
FKIQX Franklin Income Fund Class A
+$4,515.5
ADSK Autodesk, Inc.
+$4,467.34
BX Blackstone Inc.
+$4,460
BAC Bank of America Corporation
+$4,394.7
LCEIX Invesco Diversified Dividend Fund Investor Class
+$4,347.36
MFEIX MFS Growth Fund Class I
+$4,344.25
AMRMX American Funds American Mutual Fund Class A
+$4,081.1
FBTIX Fidelity Advisor Biotechnology I
+$4,058.14
TWHIX American Century Heritage Fund Investor Class
+$3,943.67
STAFX Allspring Large Cap Growth Fund Class A
+$3,843.99
VUG Vanguard Growth ETF
+$3,583.89
NVO Novo Nordisk A/S Sponsored ADR
+$3,427.13
TBLD Thornburg Income Builder Opportunities Trust
+$3,363.28
XHE SPDR S&P Health Care Equipment ETF
+$3,354.8
IHI iShares U.S. Medical Devices ETF
+$3,349.12
ALVIX American Century Investments Focused Large Cap Value Fund Investor Class
+$3,203.72
BRK-B Berkshire Hathaway Inc.
+$3,193
PRSIX T. Rowe Price Spectrum Conservative Allocation Fund
+$3,128.11
WSTAX Macquarie Science and Technology Fund Class A
+$3,081.89
CAAPX Ariel Appreciation Fund Investor Class
+$2,985.1
XLF Financial Select Sector SPDR Fund
+$2,926.17
AMCPX American Funds AMCAP Fund Class A
+$2,922
EKHAX Allspring High Yield Bond Fund - Class A
+$2,751.18
JETS U.S. Global Jets ETF
+$2,722.78
TWCIX American Century Select Fund Investor Class
+$2,649.72
OAKGX Oakmark Global Fund Investor Class
+$2,536.28
PRSCX T. Rowe Price Science & Technology Fund
+$2,370
AER AerCap Holdings N.V.
+$2,367.08
EGFIX Edgewood Growth Fund Institutional Shares
+$2,343.88
C Citigroup Inc.
+$2,222.38
PCRAX PIMCO CommodityRealReturn Strategy Fund Class A
+$2,089.48
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
+$2,021.4
MFC Manulife Financial Corporation
+$1,988.78
MHCAX NYLI MacKay High Yield Corporate Bond Class A
+$1,968.93
BDFFX Baron Discovery Fund Retail Shares
+$1,934.21
SPY SPDR S&P 500 ETF Trust
+$1,924.93
SU Suncor Energy Inc.
+$1,920.5
IWB iShares Russell 1000 ETF
+$1,917.73
LECO Lincoln Electric Holdings, Inc.
+$1,878.5
SKSEX AMG GW&K Small Cap Value Fund Class N
+$1,875
EVBLX Eaton Vance Floating Rate Fund Class A
+$1,832.8
V Visa Inc. Class A
+$1,829
GFFFX American Funds The Growth Fund of America Class F-2
+$1,820.35
ANWPX American Funds New Perspective Fund Class A
+$1,814.2
ABHIX American Century High-Yield Fund Investor Class
+$1,813.97
EANAX Eaton Vance National Municipal Income Fund Class A
+$1,791.11
CLX The Clorox Company
+$1,757.5
VTRS Viatris Inc.
+$1,692.54
NPRTX Neuberger Berman Large Cap Value Fund Investor Class
+$1,663.04
NXPI NXP Semiconductors N.V.
+$1,661.91
VWNAX Vanguard Windsor II Fund Admiral Shares
+$1,586.42
PCN PIMCO Corporate & Income Strategy Fund
+$1,560
XLV Health Care Select Sector SPDR Fund
+$1,543.89
IWN iShares Russell 2000 Value ETF
+$1,518.23
RYTRX Royce Small-Cap Total Return Fund Investment Class
+$1,516.6
IWR iShares Russell Mid-Cap ETF
+$1,512.84
CMI Cummins Inc.
+$1,512.08
FUNFX American Funds Fundamental Investors® Class F-3
+$1,489.92
GOOG Alphabet Inc
+$1,472.8
GOOGL Alphabet Inc
+$1,460.9
AFMFX American Funds American Mutual Fund Class F-3
+$1,438.37
CHKP Check Point Software Technologies Ltd.
+$1,369.22
GEV GE Vernova Inc.
+$1,289.25
FDVLX Fidelity Value Fund
+$1,282.5
WSHCX American Funds Washington Mutual Investors Fund Class C
+$1,278.1
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+$1,272.75
HSY The Hershey Company
+$1,209.03
NYVTX Davis New York Venture Fund Class A
+$1,167.6
UDPSX ProFunds UltraDow 30 Fund Service Class
+$1,164.48
GLD SPDR Gold Shares
+$1,163.6
FVD First Trust Value Line Dividend Index Fund
+$1,161.88
HPF John Hancock Preferred Income Fund II
+$1,157.61
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$1,155.56
RPGAX T. Rowe Price Global Allocation Fund
+$1,147.02
FEQIX Fidelity Equity-Income Fund
+$1,113.15
PIPAX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Class A
+$1,111.61
FIUIX Fidelity Telecom and Utilities Fund
+$1,091.56
VWINX Vanguard Wellesley Income Fund Investor Shares
+$1,077.69
BEXFX Baron Emerging Markets Fund Retail Shares
+$1,070.74
TRV The Travelers Companies, Inc.
+$1,056.64
FTCS First Trust Capital Strength ETF
+$1,032.88
DVY iShares Select Dividend ETF
+$1,012.45
PRFHX T. Rowe Price Tax-Free High Yield Fund
+$985.56
MO Altria Group, Inc.
+$958
FKUTX Franklin Utilities Fund Class A1
+$939.26
RYSEX Royce Small-Cap Special Equity Fund Investment Class
+$917.96
MOAT VanEck Morningstar Wide Moat Fund
+$900.1
RSIFX Victory RS Science and Technology Fund Class A
+$891.34
AMECX American Funds The Income Fund of America® Class A
+$872.05
OGIAX JPMorgan Investor Balanced Fund Class A
+$870.4
BDX Becton, Dickinson and Company
+$800.68
XLB Materials Select Sector SPDR Fund
+$768.49
VYM Vanguard High Dividend Yield ETF
+$751.45
CAIBX American Funds Capital Income Builder Class A
+$742
PXD Pioneer Natural Resources Co
+$714.24
MDLOX BlackRock Global Allocation Fund, Inc. Investor A Shares
+$683.16
MEIKX MFS Value Fund Class R6
+$678.92
OTCKX MFS Mid Cap Growth Fund Class R6
+$674.7
JCI Johnson Controls International plc
+$668.27
SHW The Sherwin-Williams Company
+$638.9
JENYX Jensen Quality Growth Fund Inc. - Class Y
+$632.54
RYESX Rydex Energy Services Fund Class A
+$627.08
VB Vanguard Small-Cap ETF
+$621.41
NGVT Ingevity Corporation
+$616.52
OXY Occidental Petroleum Corporation
+$613.94
PRUAX PGIM Jennison Utility Fund Class A
+$603.75
HBAN Huntington Bancshares Incorporated
+$602.68
FASMX Fidelity Asset Manager 50% Fund
+$602.16
IWM iShares Russell 2000 ETF
+$556.21
DVN Devon Energy Corporation
+$551.87
SLB Schlumberger Limited
+$551.13
MMM 3M Company
+$543.32
FDGRX Fidelity Growth Company Fund
+$522.04
VBIAX Vanguard Balanced Index Fund Admiral Shares
+$501.84
VWIAX Vanguard Wellesley Income Fund Admiral Shares
+$493.32
XLP Consumer Staples Select Sector SPDR Fund
+$488.2
FEQTX Fidelity Equity Dividend Income Fund
+$484.52
NAD Nuveen Quality Municipal Income Fund
+$480.2
IAG Iamgold Corporation
+$480
CSX CSX Corporation
+$467.22
CBWTF Auxly Cannabis Group Inc.
+$455.58
VO Vanguard Mid-Cap ETF
+$455.35
TAHYX Victory Pioneer High Yield Fund Class A
+$434.52
KHYAX DWS High Income Fund Class A
+$427.61
F Ford Motor Company
+$426
CSCO Cisco Systems, Inc.
+$425.93
FERG Ferguson Enterprises Inc
+$422.86
A Agilent Technologies Inc.
+$418.63
GAFSX Gabelli Global Financial Services Fund Class AAA
+$412.4
SCHA Schwab U.S. Small-Cap ETF
+$406.21
MGOYX Victory Munder Mid-Cap Core Growth Fund Class Y
+$393.42
VKQ Invesco Municipal Trust
+$393.02
SGOVX First Eagle Overseas Fund Class A
+$389.64
TEQIX Franklin Mutual Quest Fund Class A
+$380.55
EAD Allspring Income Opportunities Fund
+$356.6
TWBIX American Century Balanced Fund Investor Class
+$350.58
FSHCX Fidelity Select Health Care Services Portfolio
+$348.2
WMFFX American Funds Washington Mutual Investors Fund
+$347.79
SCMBX DWS Managed Municipal Bond Fund - Class S
+$344.74
EFA iShares MSCI EAFE ETF
+$338.5
USAGX Victory Precious Metals and Minerals Fund
+$335.9
FNMAG Fannie Mae Preferred Stock 5.375% Perpetual
+$292
SGGDX First Eagle Gold Fund - Class A
+$287.65
HGASX Hennessy Gas Utility Fund Institutional Class
+$286.49
GEHC GE HealthCare Technologies Inc.
+$285.74
ITA iShares U.S. Aerospace & Defense ETF
+$279.81
GWPAX American Funds Growth Portfolio Class A
+$276.18
OEF iShares S&P 100 ETF
+$272.69
EIM Eaton Vance Municipal Bond Fund
+$270.1
PYMAX PIMCO High Yield Municipal Bond Fund Class A
+$269.49
POAGX PRIMECAP Odyssey Aggressive Growth Fund
+$259.39
FXAIX Fidelity 500 Index Fund
+$236.5
OGN Organon & Co.
+$234.5
WFC Wells Fargo & Company
+$214.44
PEP PepsiCo, Inc.
+$213.92
XMLV Invesco S&P MidCap Low Volatility ETF
+$209.01
CTVA Corteva Inc.
+$205.95
SBRA Sabra Health Care REIT, Inc.
+$205.92
GTSGX Madison Mid Cap Fund Class Y
+$202.41
LSBRX Loomis Sayles Bond Fund Retail Class
+$197.54
FOHTX Nuveen Ohio Municipal Bond Fund Class A
+$188.89
ICAFX American Funds Investment Company of America Class F-2
+$186.65
AMCFX American Funds AMCAP Fund Class F-2
+$185.42
AHITX American Funds High-Income Trust A
+$183.2
BBJP JPMorgan BetaBuilders Japan Fund
+$180.5
MMIDX MFS Municipal Income Fund Class A1
+$180.47
MWHYX TCW MetWest High Yield Bond M
+$178.7
SMCFX American Funds SMALLCAP World Fund® Class F-2
+$176.88
VBK Vanguard Small-Cap Growth ETF
+$174.13
RYPNX Royce Small-Cap Opportunity Fund Investment Class
+$168.79
ESIIX Eaton Vance Strategic Income Fund Class I
+$166
GACIX Gabelli Small Cap Growth Fund Class I
+$161.85
PHDAX PIMCO High Yield Fund Class A
+$161.28
PRSVX T. Rowe Price Small-Cap Value Fund
+$158.32
VBR VANGUARD SMALL-CAP VALUE ETF
+$153.88
PRHYX T. Rowe Price High Yield Fund
+$142.46
REZI Resideo Technologies Inc.
+$138.25
PRPFX Permanent Portfolio Class I
+$134.95
RTX RTX Corporation
+$132.2
JXN Jackson Financial Inc.
+$127.72
EMBC Embecta Corp.
+$127.56
OSTIX Osterweis Strategic Income Fund
+$119.95
HYINX Invesco High Yield Fund Investor Class
+$115.72
NUV Nuveen Municipal Value Fund, Inc.
+$113.99
VWO Vanguard FTSE Emerging Markets ETF
+$112.63
AMHIX American High-Income Municipal Bond Fund, Class A
+$109.98
BRHYX BlackRock High Yield K
+$105.83
RYTFX Royce Small-Cap Total Return Fund Service Class
+$99.95
RSEFX Royce Small-Cap Special Equity Fund Service Class
+$92.29
WRK Westrock Co
+$91.96
VWEHX Vanguard High-Yield Corporate Fund Investor Shares
+$81.05
ALC Alcon Inc.
+$80.93
CLDX Celldex Therapeutics Inc.
+$76.01
HWMIX Hotchkis & Wiley Mid-Cap Value Fund Class I
+$72.68
ACSTX Invesco Comstock Fund Class A
+$67.06
FKRCX Franklin Gold and Precious Metals Fund Class A
+$66.69
PRVIX T. Rowe Price Small-Cap Value Fund I Class
+$62.49
TMUS T-Mobile US, Inc.
+$62.22
OXY-WT Occidental Petroleum Corporation
+$54.3
RRGTX DWS RREEF Global Real Estate Securities Fund – Class S
+$51.82
ETSIX Eaton Vance Strategic Income Fund Class A
+$51.68
PAXWX Impax Sustainable Allocation Fund Investor Class
+$50.76
AHIFX American High-Income Tr, Class F-2 Shs
+$48.8
BBEU JPMorgan BetaBuilders Europe Fund
+$36.19
WAB Wabtec Corporation
+$35.78
KTB Kontoor Brands Inc.
+$33.6
KD Kyndryl Holdings Inc.
+$33.5
STE STERIS plc
+$32.94
LSBDX Loomis Sayles Bond Fund Institutional Class
+$31.87
VFC V.F. Corporation
+$29.5
CARR Carrier Global Corporation
+$25.3
RYPIX Rydex Transportation Fund Class Investor
+$23.68
MMHKX MFS Municipal High Income Fund Class R6
+$21.31
KGC Kinross Gold Corporation
+$19.16
TNBMX T. Rowe Price Intl Bd (USD Hdgd) I
+$16.11
OAKIX Oakmark International Fund Investor Class
+$15.72
BBCA JPMorgan BetaBuilders Canada ETF
+$14.24
GTX Garrett Motion Inc.
+$11.95
NXOHX Nuveen Ohio Municipal Bond Fund Class I
+$7.2
PIMIX PIMCO Income Fund Institutional Class
+$7.02
BSV Vanguard Short-Term Bond ETF
+$6.73
PRRIX PIMCO Real Return Fund Institutional Class
+$5.26
ITBAX Hartford Total Return Bond Fund Class A
+$3.74
FTOIX Franklin Ohio Tax-Free Income Fund Class A1
+$3.61
CDNMF EGR Exploration Ltd.
+$3.44
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
+$3.41
PSPFX U.S. Global Investors Global Resources Fund
+$1.91
AFTEX The Tax-Exempt Bond Fund of America® Class A
+$0.84
FULLX Federated Hermes Ultrashort Bond Fund R6
+$0.32
WTRIX Allspring Core Bond Fund – Class R6
+$0.26
AKREX Akre Focus Fund Retail Class
$0
9498
94988A593
$0
8085
808515613
$0
9497
949764CM4
$0
9128
91282CFG1
$0
0605
06051V2P0
$0
0014
00143W842
$0
0043
004397AK1
$0
0014
00143W644
$0
0665
066519VA4
$0
0090
00900W571
$0
8085
808515548
$0
INFI Infinity Pharmaceuticals Inc
$0
SIRI
SIRI
$0
FABLX Fidelity Advisor Balanced Fund Class A
$0
ELV Elevance Health, Inc.
-$49,669.78
PHK PIMCO High Income Fund
-$25,854.82
BPTRX Baron Partners Fund Retail
-$23,780.48
NKE Nike, Inc. - Class B
-$20,810.9
CSRSX Cohen & Steers Realty Shares Fund Class L
-$14,706.1
PM Philip Morris International Inc.
-$12,037.52
AREEX American Century Real Estate Fund A Class
-$10,078.56
AMGN Amgen Inc.
-$9,340
IIM Invesco Value Municipal Income Trust
-$7,256.12
BIIB Biogen Inc.
-$6,957
VTR Ventas Inc.
-$6,476.08
CVS CVS Health Corporation
-$4,203.11
BCE BCE Inc.
-$4,170.64
PFE Pfizer Inc.
-$3,585.96
RYTSX Rydex Transportation Fund Class A
-$3,532.84
DUK Duke Energy Corporation
-$2,878.1
ANIX Anixa Biosciences Inc.
-$2,597.84
DE Deere & Company
-$2,364.03
WBD Warner Bros. Discovery, Inc.
-$2,152.24
SAM The Boston Beer Company Inc.
-$2,059
DOW Dow Inc.
-$1,796.36
SBUX Starbucks Corporation
-$1,610
UNP Union Pacific Corporation
-$1,503.4
AMT American Tower Corporation
-$1,174.7
DLTNX DoubleLine Total Return Bond Fund Class N
-$1,156.09
ETOHX Eaton Vance Ohio Municipal Income Fund Class A
-$1,117.12
FE FirstEnergy Corp.
-$1,114.71
LMT Lockheed Martin Corporation
-$978.94
ACAD Acadia Pharmaceuticals Inc.
-$961.25
NWBI Northwest Bancshares Inc.
-$862.35
TKR Timken Co.
-$775.39
MGA Magna International Inc.
-$739.28
VRSN Verisign Inc.
-$650.86
PRK Park National Corporation
-$589.4
EXPD Expeditors International of Washington, Inc.
-$523.69
SOLV Solventum Corporation
-$520.2
MDRX Veradigm Inc.
-$516.5
CHTR Charter Communications Inc
-$489.85
ICLN iShares Global Clean Energy ETF
-$477
DD DuPont de Nemours, Inc.
-$461
CI The Cigna Group
-$336.4
KEYS Keysight Technologies, Inc.
-$238.56
BALL Ball Corp.
-$231.28
WPM Wheaton Precious Metals Corp.
-$227.83
CC Chemours Co.
-$227.16
KHC The Kraft Heinz Company
-$208.3
PTTAX PIMCO Total Return Fund Class A
-$198.67
FDBAX Federated Hermes Corporate Bond Fund Class A Shares
-$189.72
MTUS Metallus Inc.
-$142.38
UAA Under Armour Inc.
-$141
BLV Vanguard Long-Term Bond ETF
-$136.54
UA Under Armour Inc.
-$121
MDHQX BlackRock Total Return Fund Investor A Shares
-$116.74
OTIS Otis Worldwide Corporation
-$78.16
WEN The Wendy's Company
-$76.1
GSM Ferroglobe PLC
-$69.78
SAXPY Sampo Oyj Sponsored ADR
-$68.2
VMBS Vanguard Mortgage-Backed Securities Fund
-$67.79
RYTLX Rydex Telecommunications Fund Class A
-$63.42
BND Vanguard Total Bond Market Index Fund
-$61.65
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-$44.2
IVZ Invesco Ltd.
-$44.03
GOVT iShares U.S. Treasury Bond ETF
-$41.7
NOV Nov Inc.
-$34.46
ABNFX American Funds The Bond Fund of America Class F-2
-$32.92
PBW Invesco WilderHill Clean Energy ETF
-$26.2
IARYX Invesco Real Estate Fund Class Y
-$22.28
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares
-$19.4
PRXEX T. Rowe Price New Income Fund I Class
-$15.7
IEF iShares 7-10 Year Treasury Bond ETF
-$11.7
CMCSA Comcast Corp
-$11.68
MBB iShares MBS ETF
-$9.92
IBAFX Intermediate Bond Fund of America F-2
-$8.8
ACCO Acco Brands Corporation
-$8.01
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-$7.76
VTABX Vanguard Total International Bond Index Fund Admiral Shares
-$7.42
BBAX JPMorgan BetaBuilders Developed Markets ETF
-$7.09
MWIIX Metropolitan West Intermediate Bond Fund Class I
-$6.57
VIAV Viavi Solutions Inc.
-$5.46
WAASX Western Asset Total Return Unconstrained Fund
-$4.71
LITE Lumentum Holdings Inc.
-$4.65
NERYX Loomis Sayles Core Plus Bond Fund Class Y
-$4.39
ARAY Accuray Incorporated
-$3.24
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
-$3.12
LUMN Lumen Technologies Inc.
-$3.09
RYOAX Rydex Biotechnology Fund Class H
-$2.8
ETNCX Eaton Vance North Carolina Municipal Income Fund Class A
-$2.54
BHF Brighthouse Financial Inc.
-$1.84
BNDX Vanguard Total International Bond ETF
-$1.26
Events
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Dividends
Dividend Analysis
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| Trades 667 | Longs Won 451/667 67% | Profit Factor 12.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $57,192.23 |
| Average Win $15,529.73 | Best Trade (Mar 30) $853,646.5 | Sharpe Ratio -9.69 |
| Average Loss -$2,550.7 | Worst Trade (Mar 31) -$52,355.4 | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 3m 2w 6d | Expectancy $9,742.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Lynn Livelsberger?
The largest contributions to the portfolio's profits come from the following stocks: Harbor Capital Appreciation Fund Investor Class - $853,646.5, T. Rowe Price Health Sciences Fund - $810,646.18, Oakmark Fund Investor Class - $634,176.97, AbbVie Inc - $386,939.47, and Selected American Shares Fund Class S - $290,384.9. 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: Elevance Health, Inc - $49,669.78, PIMCO High Income Fund - $25,854.82, Baron Partners Fund Retail - $23,780.48, Nike, Inc. - Class B - $20,810.9, and Cohen & Steers Realty Shares Fund Class L - $14,706.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynn Livelsberger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $565,347.12 earned over time. The largest contributors to dividend income include Franklin Income Fund Class A1 - $83,500.41, Eaton Vance Income Fund of Boston Class A - $71,400.72, AbbVie Inc - $53,720.6, PIMCO Income Fund Class A - $22,652.64, and Eaton Vance National Municipal Income Fund Class A - $22,308.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynn Livelsberger's monthly returns?
Lynn Livelsberger's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Lynn Livelsberger's strategy be considered aggressive or moderate?
It is difficult to clearly classify Lynn Livelsberger's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Lynn Livelsberger's strategy?
It is difficult to determine whether Lynn Livelsberger's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
