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:
93.16%
Gain -0.15%
Monthly
1.1%
Yearly
14.02%
Drawdown
26.3%
$248.96M
Equity
Holdings
$248.96M
Investment
$197.38M
$77.04M
Profit -$579,242.04
Realized
$25.46M
Unrealized
$51.57M
Dividends
$10.8M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$579,242.04
Win %
85%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$2.55M
Win %
85%
This Month
Compared to last month
Gain
0.32%
Profit
$791,679.38
Win %
85%
This Year
Compared to last year
Gain
1.22%
Profit
$3.02M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$223,876.34 
GOOG Alphabet Inc
+6.88%
+$26,989.75 
GOOGL Alphabet Inc
+6.73%
+$49,860.93 
LPLA LPL Financial Holdings Inc.
+4.28%
+$17,334.29 
META Meta Platforms Inc Class A
+3.28%
+$8,451.04 
MSFT Microsoft Corp.
+3.02%
+$45,041.31 
NVDA NVIDIA Corporation
+2.93%
+$61,571.01 
OIH VanEck Oil Services ETF
+2.39%
+$11,970.35 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$17,461.1 
SHEL Shell plc
+1.62%
+$8,395.17 
HPE Hewlett Packard Enterprise Company
+1.61%
+$4,497.68 
LMT Lockheed Martin Corporation
+1.5%
+$8,258.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$21,147.21 
PH Parker-Hannifin Corporation
+1.43%
+$34,350.12 
PWRD TCW Transform Systems ETF
+1.38%
+$21,729.54 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$4,835.58 
FWD AB Disruptors ETF
+1.2%
+$25,836.6 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$7,919.98 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$3,774.62 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$13,263.98 
WINN Harbor Long-Term Growers ETF
+0.94%
+$5,854.5 
INFO IHS Markit Ltd
+0.79%
+$5,761.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,395.54 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$219,811.61 
AGIX KraneShares AI and Tech ETF
+0.71%
+$6,974.7 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,403.01 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,278.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$310,719.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,672.76 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,803.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$46,655.84 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$2,127.04 
JGRO JPMorgan Active Growth ETF
+0.61%
+$4,180.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$20,438.61 
AVUS Avantis U.S. Equity ETF
+0.57%
+$36,981.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,831.64 
GM General Motors Company
+0.52%
+$3,485.88 
SPBC Simplify US Equity PLUS Downside Convexity ETF
+0.43%
+$5,943.85 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$2,808.9 
RTX RTX Corporation
+0.39%
+$1,856.4 
CGGE Capital Group Global Equity ETF
+0.37%
+$7,383.35 
AVGO Broadcom Inc.
+0.37%
+$2,364.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,281.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$12,521.45 
XNTK SPDR NYSE Technology ETF
+0.33%
+$14,274.64 
JPM JPMorgan Chase & Co.
+0.27%
+$1,192.86 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
+0.26%
+$2,378.75 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$1,326.01 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,443.55 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$848.76 
WMT Walmart Inc.
+0.09%
+$1,887.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$138.21 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6,161.56 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$924.98 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.02%
+$381.9 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$92.48 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$183.97 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$164.57 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$426.57 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 PMBS
PMBS
0%
$0 MFSV
MFSV
0%
$0 
RBLX Roblox Corporation
-26.85%
-$136,855.97 
AAPL Apple Inc.
-7.35%
-$214,672.6 
MU Micron Technology, Inc.
-5.9%
-$154,889.82 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$17,709.44 
GDX VanEck Gold Miners ETF
-3.49%
-$58,343.64 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,271.18 
SLV iShares Silver Trust
-2.13%
-$8,730.12 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,383.7 
OUNZ VanEck Merk Gold Trust
-1.52%
-$93,535.2 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$6,146.98 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,500.3 
XOM Exxon Mobil Corporation
-0.97%
-$9,560.97 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$23,193.29 
COPX Global X Copper Miners ETF
-0.81%
-$4,173.44 
AUPH Aurinia Pharmaceuticals Inc.
-0.8%
-$1,324.68 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3,773.88 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$6,631.68 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$14,528.43 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$8,372.86 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,185.47 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,858.59 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$3,133.55 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,289.79 
IWM iShares Russell 2000 ETF
-0.47%
-$2,002.98 
AVNM Avantis All International Markets Equity ETF
-0.47%
-$1,525.7 
OSEA Harbor International Compounders ETF
-0.44%
-$1,887.57 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$2,843 
HD The Home Depot, Inc.
-0.42%
-$1,654.12 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,016.05 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$3,537.16 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.36%
-$2,188.58 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$1,512 
CEG Constellation Energy Corporation
-0.31%
-$1,082.16 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$867.75 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$514.26 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$766.26 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$403.8 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,827.7 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,179.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$537.62 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$539.89 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$715.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$14,998.68 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$355.63 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$830.93 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$161.68 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.02%
-$49.13 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$310.18 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1604 | Longs Won 1030/1604 64% | Profit Factor 4.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,236.63 |
| Average Win $94,037.02 | Best Trade (Aug 05) $4.22M | Sharpe Ratio -9.35 |
| Average Loss -$34,562.5 | Worst Trade (Aug 13) -$1.08M | Z-Score 0.72 (53.08%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $48,027.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,755 | $1.65M | $2.7M | - | $1.06M | 63.99% | -7.354% |
| AGIX KraneShares AI and Tech ETF | 23,249 | $1.07M | $983,200.21 | - | -$87,881.22 | -8.2% | +0.714% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 14,400 | $434,016 | $420,336 | - | -$13,680 | -3.15% | -0.358% |
| AMD Advanced Micro Devices, Inc. | 1,232 | $263,845.12 | $586,616.79 | - | $322,771.67 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 6,205 | $881,340.54 | $1.69M | - | $803,813.3 | 91.2% | +15.321% |
| ARKK ARK Innovation ETF Fund | 2,573 | $207,949.86 | $183,300.52 | - | -$24,649.34 | -11.85% | -2.277% |
| AUPH Aurinia Pharmaceuticals Inc. | 11,039 | $187,331.83 | $164,260.32 | - | -$23,071.51 | -12.32% | -0.8% |
| AVGO Broadcom Inc. | 1,642 | $554,345.36 | $639,197.76 | - | $84,852.4 | 15.31% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 10,200 | $930,342 | $940,032 | - | $9,690 | 1.04% | +0.141% |
| AVNM Avantis All International Markets Equity ETF | 3,912 | $297,977.04 | $321,136.06 | - | $23,159.02 | 7.77% | -0.473% |
| AVUS Avantis U.S. Equity ETF | 51,363 | $5.58M | $6.55M | - | $970,760.7 | 17.39% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 154,039 | $15.47M | $19.3M | - | $3.82M | 24.71% | +0.032% |
| AZN AstraZeneca PLC American Depositary Shares | 2,059 | $406,075.98 | $349,288.76 | - | -$56,787.22 | -13.98% | -0.992% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,607 | $422,573.11 | $422,369.76 | - | -$203.35 | -0.05% | +0.033% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 36,999 | $3.74M | $3.74M | - | $261.75 | 0.01% | +0.025% |
| BRK-B Berkshire Hathaway Inc. | 1,764 | $741,640.17 | $902,356.56 | - | $160,716.39 | 21.67% | +0.365% |
| CEG Constellation Energy Corporation | 1,336 | $439,637.52 | $351,034 | - | -$88,603.52 | -20.15% | -0.307% |
| CGGE Capital Group Global Equity ETF | 56,795 | $1.75M | $1.98M | - | $227,180 | 12.99% | +0.375% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 9,647 | $484,685.14 | $885,884.01 | - | $401,198.87 | 82.78% | +2.011% |
| COPX Global X Copper Miners ETF | 6,521 | $483,806.19 | $514,246.06 | - | $30,439.87 | 6.29% | -0.805% |
No 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
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 - $16.86M, Visa Inc. Class A - $2.28M, General Electric Company - $2.15M, Avantis U.S. Small Cap Value ETF - $1.99M, and Avantis U.S. Equity ETF - $1.43M. 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 - $756,679.38, Invesco QQQ Trust, Series 1 - $659,145.05, 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 $10.8M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.07M, Avantis U.S. Small Cap Value ETF - $684,758.47, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $465,222.77, 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.
