Timothy Carne Portfolio
Invests via SFG Wealth Management LLC | Managed by Timothy Carne
Invests via SFG Wealth Management LLC
Managed by Timothy Carne
Automatically Tracked
Timothy Carne Profile
With a career rooted in technology-driven investments, Timothy Carne has carved out a niche in scaling innovative companies. His extensive experience includes founding and leading multiple successful startups that bridge the gap between traditional business models and emerging technologies. Known for his hands-on approach to operations and growth strategy, he navigates complex market dynamics to identify transformative opportunities. As an influential player in the entrepreneurial ecosystem, he actively engages with budding ventures while leveraging his network to fuel their expansion. Timothy's forward-thinking perspective positions him as a key contributor within the tech investment landscape.
With a career rooted in technology-driven investments, Timothy Carne has carved out a niche in scaling innovative companies. His extensive experience includes founding and leading multiple successful startups that bridge the gap between traditional business models and emerging technologies. Known for his hands-on approach to operations and growth strategy, he navigates complex market dynamics to identify transformative opportunities. As an influential player in the entrepreneurial ecosystem, he actively engages with budding ventures while leveraging his network to fuel their expansion. Timothy's forward-thinking perspective positions him as a key contributor within the tech investment landscape.
Investment Philosophy & Strategy
Growth within the technology sector remains a pivotal focus. Timothy Carne exhibits an entrepreneurial mindset, actively seeking out ventures poised for disruption and innovation. His strategy revolves around harnessing operational efficiency while maintaining agility in capital deployment, enabling rapid scale and adaptation to market trends. This approach allows him to foster relationships with startups at various stages, delivering both strategic insights and vital resources for growth. The commitment to cultivating transformative businesses sets the foundation for his investment philosophy, emphasizing a blend of foresight and hands-on involvement that enhances portfolio value.
Growth within the technology sector remains a pivotal focus. Timothy Carne exhibits an entrepreneurial mindset, actively seeking out ventures poised for disruption and innovation. His strategy revolves around harnessing operational efficiency while maintaining agility in capital deployment, enabling rapid scale and adaptation to market trends. This approach allows him to foster relationships with startups at various stages, delivering both strategic insights and vital resources for growth. The commitment to cultivating transformative businesses sets the foundation for his investment philosophy, emphasizing a blend of foresight and hands-on involvement that enhances portfolio value.
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:
78.36%
Gain +1.11%
Monthly
1.06%
Yearly
13.48%
Drawdown
26.14%
$240.35M
Equity
Holdings
$240.35M
Investment
$197.38M
$68.95M
Profit +$1.82M
Realized
$25.98M
Unrealized
$42.97M
Dividends
$10.54M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.82M
Win %
81%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$4.24M
Win %
81%
This Month
Compared to last month
Gain
-2.19%
Profit
-$5.39M
Win %
81%
This Year
Compared to last year
Gain
-2.28%
Profit
-$5.6M
Win %
81%
MFSV
+7.65%
+$2,232.03 
GM General Motors Company
+3.28%
+$19,778.58 
HPE Hewlett Packard Enterprise Company
+3.02%
+$8,344.38 
AVGO Broadcom Inc.
+2.67%
+$16,929.02 
NVDA NVIDIA Corporation
+2.3%
+$51,435.02 
XOM Exxon Mobil Corporation
+1.81%
+$17,122.2 
AMD Advanced Micro Devices, Inc.
+1.45%
+$9,732.81 
LMT Lockheed Martin Corporation
+1.43%
+$6,957.39 
PH Parker-Hannifin Corporation
+1.17%
+$27,974.95 
JPM JPMorgan Chase & Co.
+0.86%
+$3,781.61 
SHEL Shell plc
+0.65%
+$3,255.27 
RTX RTX Corporation
+0.62%
+$2,674.1 
OSEA Harbor International Compounders ETF
+0.2%
+$852.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$323.94 
AVNM Avantis All International Markets Equity ETF
+0.04%
+$117.36 
INFO IHS Markit Ltd
+0.04%
+$266.38 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.01%
+$76.38 
AGIX KraneShares AI and Tech ETF
0%
$0 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.21 
AVUV Avantis U.S. Small Cap Value ETF
0%
+$0.31 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGGE Capital Group Global Equity ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FMDE Fidelity Enhanced Mid Cap ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FWD AB Disruptors ETF
0%
$0 
GDE WisdomTree Efficient Gold Plus
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
-$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.01 
JGRO JPMorgan Active Growth ETF
0%
$0 
JPEF JPMorgan Equity Focus ETF
0%
+$6.35 
JTEK JPMorgan U.S. Tech Leaders ETF
0%
$0 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
0%
$0 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
0%
+$0.01 
LPLA LPL Financial Holdings Inc.
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGNR American Beacon GLG Natural Resources ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
OIH VanEck Oil Services ETF
0%
+$0.01 
OPPE WisdomTree European Opportunities Fund
0%
-$0.77 
OPPJ WisdomTree Japan Opportunities Fund
0%
$0 
OUNZ VanEck Merk Gold Trust
0%
$0 
PMBS
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
PWRD TCW Transform Systems ETF
0%
-$1.48 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
+$0.01 
RBLX Roblox Corporation
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.01 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SIHY Harbor Scientific Alpha High-Yield ETF
0%
$0 
SLV iShares Silver Trust
0%
-$0.02 
SLVP iShares MSCI Global Silver and Metals Miners ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPBC Simplify US Equity PLUS Downside Convexity ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
-$0.04 
VOO Vanguard S&P 500 ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XNTK SPDR NYSE Technology ETF
0%
-$0.13 
META Meta Platforms Inc Class A
-2.58%
-$7,953.92 
AUPH Aurinia Pharmaceuticals Inc.
-1.98%
-$3,422.09 
GOOGL Alphabet Inc
-1.46%
-$11,228.12 
MU Micron Technology, Inc.
-1.17%
-$34,020.03 
FESM Fidelity Enhanced Small Cap ETF
-1.13%
-$7,676.1 
AMZN Amazon.com Inc
-1.09%
-$16,753.5 
AAPL Apple Inc.
-0.56%
-$16,196.75 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$9,516.9 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.24%
-$628.54 
EFIV SPDR S&P 500 ESG ETF
-0.17%
-$573.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$1,743.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$57,931.89 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$35,813.04 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$1,860.72 
HD The Home Depot, Inc.
-0.04%
-$178.51 
WINN Harbor Long-Term Growers ETF
-0.01%
-$78.06 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
0%
-$14.95 Events
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Dividends
Dividend Analysis
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| Trades 1604 | Longs Won 943/1604 58% | Profit Factor 4.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259,380.66 |
| Average Win $91,805.56 | Best Trade (Jul 23) $3.83M | Sharpe Ratio -9.47 |
| Average Loss -$26,664.66 | Worst Trade (Dec 31) -$1.02M | Z-Score 0.22 (17.5%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $42,984.6 |
| 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 | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Timothy Carne?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $16.84M, Visa Inc. Class A - $2.28M, General Electric Company - $2.18M, Avantis U.S. Small Cap Value ETF - $1.92M, and Avantis U.S. Equity ETF - $1.41M. 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: Roblox Corporation - $1.98M, T. Rowe Price Group, Inc - $856,375.21, Invesco NASDAQ 100 ETF - $777,031.58, Invesco QQQ Trust, Series 1 - $662,530.36, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $521,239.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Carne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.54M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.05M, Avantis U.S. Small Cap Value ETF - $620,955.52, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $443,797.25, Health Care Select Sector SPDR Fund - $412,890.12, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $380,861.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Carne's monthly returns?
Timothy Carne'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 Timothy Carne's strategy be considered aggressive or moderate?
Timothy Carne'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 Timothy Carne's strategy?
Timothy Carne'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.
