TC
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:
43.15%
Gain +0.4%
Monthly
0.49%
Yearly
5.98%
Drawdown
15.7%
$240.27M
Equity
Holdings
$240.27M
Investment
$189.12M
$72.92M
Profit +$1.09M
Realized
$21.76M
Unrealized
$51.16M
Dividends
$10.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.4%
Profit
$1.09M
Win %
88%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.28M
Win %
88%
This Month
Compared to last month
Gain
-1.34%
Profit
-$3.26M
Win %
88%
This Year
Compared to last year
Gain
-5.24%
Profit
-$10.86M
Win %
85%
AMD Advanced Micro Devices, Inc.
+4.75%
+$28,588.55 
LPLA LPL Financial Holdings Inc.
+3.58%
+$12,192.46 
COPX Global X Copper Miners ETF
+3.39%
+$19,367.76 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+3.36%
+$15,192 
GDX VanEck Gold Miners ETF
+2.98%
+$60,695.84 
CEG Constellation Energy Corporation
+2.85%
+$9,757.53 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.83%
+$44,404.92 
JPM JPMorgan Chase & Co.
+2.3%
+$10,981.64 
PWRD TCW Transform Systems ETF
+1.68%
+$25,690.2 
MGNR American Beacon GLG Natural Resources ETF
+1.54%
+$42,910.12 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.22%
+$4,138 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$38,567.56 
XNTK SPDR NYSE Technology ETF
+1.05%
+$47,397.44 
IJR iShares Core S&P Small-Cap ETF
+1%
+$6,624.35 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$11,793.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$10,718 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$174,112.38 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,402.85 
IWM iShares Russell 2000 ETF
+0.9%
+$4,252.26 
EFIV SPDR S&P 500 ESG ETF
+0.88%
+$2,993.13 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$1,800.84 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$5,690.67 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$2,863.87 
GM General Motors Company
+0.79%
+$4,897.92 
SLV iShares Silver Trust
+0.77%
+$7,446.21 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.77%
+$3,333.25 
QGRO American Century U.S. Quality Growth ETF
+0.77%
+$1,929.84 
CGDG Capital Group Dividend Growers ETF
+0.76%
+$13,666.03 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,496.16 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$3,124.8 
HD The Home Depot, Inc.
+0.72%
+$2,901.6 
AVUS Avantis U.S. Equity ETF
+0.69%
+$46,252.68 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,909.42 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$4,155.36 
AVNM Avantis All International Markets Equity ETF
+0.68%
+$5,887.84 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
+0.66%
+$3,546.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$2,146.82 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$10,662.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$21,768 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$8,082.01 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,420.91 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,639.96 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$192,083.85 
SWK Stanley Black & Decker Inc.
+0.56%
+$1,584.37 
GOOGL Alphabet Inc
+0.56%
+$4,438.02 
SPBC Simplify US Equity PLUS Downside Convexity ETF
+0.55%
+$7,566.89 
OIH VanEck Oil Services ETF
+0.54%
+$2,029.2 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$41,378.88 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$93,660.78 
JPEF JPMorgan Equity Focus ETF
+0.47%
+$5,870.42 
GOOG Alphabet Inc
+0.46%
+$2,156.6 
WMT Walmart Inc.
+0.45%
+$10,350.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$5,904.68 
FTCS First Trust Capital Strength ETF
+0.41%
+$1,010.49 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$2,383.53 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,071.18 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.34%
+$7,683.06 
FENI Fidelity Enhanced International ETF
+0.34%
+$2,649.37 
CGBL Capital Group Core Balanced ETF
+0.32%
+$2,810.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$121,011.27 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$1,162.76 
XOM Exxon Mobil Corporation
+0.28%
+$2,631.38 
JGRO JPMorgan Active Growth ETF
+0.25%
+$1,114.61 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$605 
CGGE Capital Group Global Equity ETF
+0.22%
+$4,293 
NVDA NVIDIA Corporation
+0.14%
+$3,106.1 
GDE WisdomTree Efficient Gold Plus
+0.13%
+$2,659.52 
PH Parker-Hannifin Corporation
+0.12%
+$2,750 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$251.19 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$199.35 
MSFT Microsoft Corp.
+0.1%
+$1,351.2 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$430.65 
OSEA Harbor International Compounders ETF
+0.08%
+$403.75 
OUNZ VanEck Merk Gold Trust
+0.07%
+$7,580.58 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$672 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$1,883 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$624.15 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$114.25 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$701.6 
AZN
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
MFSV
0%
$0 
SHLD Global X Defense Tech ETF
-1.98%
-$31,623.06 
ARKX ARK Space & Defense Innovation ETF
-1.84%
-$8,509.64 
LMT Lockheed Martin Corporation
-1.53%
-$7,982.15 
AAPL Apple Inc.
-1.52%
-$39,820.5 
MU Micron Technology, Inc.
-1.43%
-$42,780 
AMZN Amazon.com Inc
-1.23%
-$18,955.84 
AVGO Broadcom Inc.
-0.91%
-$5,558 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$2,157.99 
HGER Harbor Commodity All-Weather Fund
-0.56%
-$25,147.08 
RBLX Roblox Corporation
-0.4%
-$1,832.42 
RTX RTX Corporation
-0.33%
-$1,364.57 
META Meta Platforms Inc Class A
-0.23%
-$621.4 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,112.11 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,362.62 
WINN Harbor Long-Term Growers ETF
-0.12%
-$2,196.64 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$1,340.35 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$618.26 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1501 | Longs Won 888/1501 59% | Profit Factor 5.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,690.86 |
| Average Win $100,719.53 | Best Trade (Jun 12) $3.81M | Sharpe Ratio -9.08 |
| Average Loss -$26,949.87 | Worst Trade (Dec 31) -$1.02M | Z-Score -3.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $48,580.06 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
