Daniel L. Lippincott Portfolio
Invests via Karpus Management Inc. | Managed by Daniel L. Lippincott
Invests via Karpus Management Inc.
Managed by Daniel L. Lippincott
Automatically Tracked
A senior investment professional and corporate director with experience across private equity, M&A and corporate finance, Daniel L. Lippincott combines operational oversight with capital-allocation discipline. He frequently sits on boards to guide growth strategies, balance-sheet optimization and exit planning for mid-market companies. Market relevance stems from expertise in deal execution, restructuring and shareholder value creation, with a track record of working alongside management teams and limited partners to scale businesses and realize liquidity events.
A senior investment professional and corporate director with experience across private equity, M&A and corporate finance, Daniel L. Lippincott combines operational oversight with capital-allocation discipline. He frequently sits on boards to guide growth strategies, balance-sheet optimization and exit planning for mid-market companies. Market relevance stems from expertise in deal execution, restructuring and shareholder value creation, with a track record of working alongside management teams and limited partners to scale businesses and realize liquidity events.
Investment Philosophy & Strategy
Centers on active, value‑oriented private equity investing in mid‑market companies, blending operational oversight with disciplined capital allocation. Prefers control or board‑level positions to drive growth, restructure underperformers, optimize balance sheets and prepare for liquidity events over a multi‑year horizon. Underwrites deals for cash‑flow resilience, prudent leverage and clear exit pathways, aligning incentives with management and limited partners to convert strategic improvements into measurable shareholder value.
Centers on active, value‑oriented private equity investing in mid‑market companies, blending operational oversight with disciplined capital allocation. Prefers control or board‑level positions to drive growth, restructure underperformers, optimize balance sheets and prepare for liquidity events over a multi‑year horizon. Underwrites deals for cash‑flow resilience, prudent leverage and clear exit pathways, aligning incentives with management and limited partners to convert strategic improvements into measurable shareholder 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:
6.46%
Gain
Monthly
0.24%
Yearly
2.97%
Drawdown
20.48%
$3.36B
Equity
Holdings
$3.36B
Investment
$2.94B
$1.4B
Profit -$17.1M
Realized
$980.99M
Unrealized
$423.15M
Dividends
$766.51M
Goals
Avg. 78.67% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$17.1M
Win %
85%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$13.78M
Win %
85%
This Month
Compared to last month
Gain
-0.8%
Profit
-$27.01M
Win %
85%
This Year
Compared to last year
Gain
3.63%
Profit
$118.51M
Win %
82%
TDACW Translational Development Acquisition Corp.
+10%
+$120,685 
AACIU Armada Acquisition Corp. III
+5.47%
+$143,937.43 
MSFT Microsoft Corp.
+3.39%
+$22,182.98 
ORCL Oracle Corporation
+2.87%
+$13,028.5 
TDF Templeton Dragon Fund, Inc.
+1.59%
+$147,880.28 
DIS The Walt Disney Company
+1.57%
+$3,344.65 
HD The Home Depot, Inc.
+1.47%
+$6,969.48 
YHNA YHN Acquisition I Ltd.
+1.2%
+$99,541.13 
AMGN Amgen Inc.
+1.18%
+$2,857.22 
EDEN iShares MSCI Denmark ETF
+1.16%
+$104,586.64 
HEQ John Hancock Diversified Income Fund
+1.05%
+$62,220.12 
ABBV AbbVie Inc.
+0.96%
+$2,467.5 
VACH Voyager Acquisition Corp.
+0.96%
+$13,340.82 
XLF Financial Select Sector SPDR Fund
+0.89%
+$202,893.5 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.76%
+$376,336.87 
RTACU Renatus Tactical Acquisition Corp.
+0.72%
+$11,219.52 
IAF abrdn Australia Equity Fund, Inc.
+0.71%
+$64,006.83 
VNME Vendome Acquisition Corporation I
+0.69%
+$75,845.2 
PCQ PIMCO California Municipal Income Fund
+0.68%
+$106,735.98 
IIF Morgan Stanley India Investment Fund, Inc.
+0.61%
+$55,396.32 
FFA First Trust Enhanced Equity Income Fund
+0.49%
+$14,842.3 
BOE BlackRock Enhanced Global Dividend Trust
+0.48%
+$69,917.51 
GF New Germany Fund Inc.
+0.43%
+$18,359.05 
USA Liberty All Star Equity Fund
+0.42%
+$77,912.77 
SCII SC II Acquisition Corp.
+0.4%
+$120,756.51 
TACHU Titan Acquisition Corp. Unit
+0.37%
+$13,628 
MIN MFS Intermediate Income Trust
+0.35%
+$45,900.42 
FIGXU FIGX Capital Acquisition Corp. Unit
+0.34%
+$15,398.22 
GDV Gabelli Dividend & Income Trust
+0.33%
+$149,970 
BMEZ BlackRock Health Sciences Trust II
+0.33%
+$5,883.75 
WIA Western Asset Inflation-Linked Income Fund
+0.31%
+$208,660.25 
GCOW Pacer Global Cash Cows Dividend ETF
+0.29%
+$50,954.28 
IEV iShares Europe ETF
+0.29%
+$23,637.81 
NBH Neuberger Berman Municipal Fund Inc.
+0.29%
+$2,490.63 
SDHI Siddhi Acquisition Corp.
+0.29%
+$10,166.1 
UYSC Uy Scuti Acquisition Corp
+0.28%
+$8,888.43 
RIBB Ribbon Acquisition Corp
+0.28%
+$6,548.61 
RFAI Rf Acquisition Corp II
+0.27%
+$49,221.99 
IEUR iShares Core MSCI Europe ETF
+0.27%
+$98,507.4 
VGK Vanguard FTSE Europe ETF
+0.27%
+$67,874.35 
BLV Vanguard Long-Term Bond ETF
+0.26%
+$344,807.4 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+0.26%
+$20,528.2 
NOEM Co2 Energy Transition Corp.
+0.26%
+$19,847.05 
TLT iShares 20+ Year Treasury Bond ETF
+0.25%
+$57,034.37 
CSQ Calamos Strategic Total Return Fund
+0.24%
+$97,231.15 
JCE Nuveen Core Equity Alpha Fund
+0.24%
+$7,367.84 
IEF iShares 7-10 Year Treasury Bond ETF
+0.23%
+$5,986.42 
NTWO Newbury Street Acquisition Corporation
+0.23%
+$14,337.8 
VUG Vanguard Growth ETF
+0.23%
+$40,566 
MACI Melar Acquisition Corp I
+0.23%
+$24,712.62 
ITHA ITHAX Acquisition Corp III
+0.2%
+$5,283.08 
HVMC Highview Merger Corp.
+0.2%
+$3,944 
CHEC Chenghe Acquisition II Co.
+0.2%
+$23,771 
OYSE Oyster Enterprises II Acquisition Corp
+0.19%
+$13,161.22 
COPL Copley Acquisition Corp.
+0.19%
+$30,536.54 
DRDB Roman DBDR Acquisition Corp
+0.19%
+$1,545.5 
DTSQ Dt Cloud Star Acquisition Co.
+0.18%
+$1,932 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$558.52 
GLO Clough Global Opportunities Fund
+0.17%
+$3,771.88 
BND Vanguard Total Bond Market Index Fund
+0.16%
+$41,461.02 
EOS Eaton Vance Enhanced Equity Income Fund II
+0.16%
+$3,868.62 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
+0.15%
+$1,236.16 
WSTN Westlin Corp.
+0.15%
+$20,846.85 
PPT Putnam Premier Income Trust
+0.15%
+$206.31 
RANG Range Capital Acquisition Co.
+0.14%
+$3,983.1 
CUB Lionheart Holdings Corp.
+0.14%
+$15,479.62 
POLE Andretti Acquisition Corp.
+0.14%
+$3,579.75 
KIO KKR Income Opportunities Fund
+0.13%
+$2,530.39 
FMN Federated Hermes Premier Municipal Income Fund
+0.13%
+$677.87 
GLQ Clough Global Equity Fund
+0.12%
+$884.28 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$5,345.55 
STEW SRH Total Return Fund, Inc.
+0.11%
+$587.86 
VBF Invesco Bond Fund
+0.1%
+$1,080.46 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd
+0.1%
+$4,100 
LATA Galata Acquisition Corp. II
+0.1%
+$150 
BPAC Blueport Acquisition Ltd
+0.1%
+$7,094.59 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
+0.1%
+$19,373.88 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.1%
+$7,636.64 
CHPG Championsgate Acquisition Corp.
+0.1%
+$1,373.8 
EMIS Emisphere Technologies, Inc.
+0.1%
+$9,615.38 
LCCC Lakeshore Acquisition III Corp.
+0.1%
+$3,008.75 
KFII K&F Growth Acquisition Corp.
+0.1%
+$13,171.37 
IPEX Inflection Point Acquisition Corp. V
+0.09%
+$9,970.72 
TAVI Tavia Acquisition Corp.
+0.09%
+$21,772.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.09%
+$72,686.57 
WENN Wen Acquisition Corp.
+0.09%
+$4,982.4 
GIW GigCapital8 Corp.
+0.09%
+$8,672.85 
PNI PIMCO New York Municipal Income Fund II
+0.07%
+$3,678.18 
DNMX Dynamix Corporation III
+0.05%
+$2,507.75 
ALIS Calisa Acquisition Corp
+0.05%
+$2,501.75 
MKLY McKinley Acquisition Corporation
+0.05%
+$9,516.85 
BLUW Blue Water Acquisition Corp. III
+0.05%
+$1,298.85 
SZZL Sizzle Acquisition Corp.
+0.05%
+$918.67 
LPBB Launch Two Acquisition Corp.
+0.05%
+$1,232 
EWC iShares MSCI Canada ETF
+0.04%
+$7,857.3 
FINS Angel Oak Financial Strategies Income Fund
+0.04%
+$23,489.23 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$56.2 
00326L100
0%
$0 
01864U106
0%
$0 
27828S101
0%
$0 
46434V621
0%
$0 
AIIA AI Infrastructure Acquisition Corp.
0%
$0 
APAC
0%
$0 
APAD
0%
$0 
APXT
0%
$0 
APXTU Apex Treasury Corporation Units
0%
$0 
BKT
0%
$0 
CCIIU Cohen Circle Acquisition Corp. II Unit
0%
$0 
CRAC Crown Reserve Acquisition Corp. I Class A Ordinary Shares
0%
$0 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
0%
$0 
DYORU Insight Digital Partners II Units
0%
$0 
FSHP Flag Ship Acquisition Corp.
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
GPAC General Purpose Acquisition Corp.
0%
$0 
GPAT GP-Act III Acquisition Corp.
0%
$0 
GRAF
0%
$0 
GSHRU Gesher Acquisition Corp II
0%
$0 
GTERA Globa Terra Acquisition Corporation
0%
$0 
HAVA Harvard Ave Acquisition Corporation Class A Ordinary Shares
0%
$0 
INAC Indigo Acquisition Corp.
0%
$0 
IPOD
0%
$0 
KCHVR Kochav Defense Acquisition Corp. Right
0%
$0 
LKSP Lake Superior Acquisition Corp.
0%
$0 
LWACU LightWave Acquisition Corp. Unit
0%
$0 
NMPAU NMP Acquisition Corp. Unit
0%
$0 
OAKU Oak Woods Acquisition Corp.
0%
$0 
OBAWW Oxley Bridge Acquisition Limited Warrant
0%
$0 
PAII Pyrophyte Acquisition Corp. II
0%
$0 
SIMA Sim Acquisition Corp I
0%
$0 
SOCA Solarius Capital Acquisition Corp.
0%
$0 
SOUL Soulpower Acquisition Corp.
0%
$0 
SPEG Silver Pegasus Acquisition Corp.
0%
$0 
SSAC SPACSphere Acquisition Corp.
0%
$0 
SVCC Stellar V Capital Corp.
0%
$0 
SVIVU Spring Valley Acquisition Corp. II Unit
0%
$0 
TVAIR Thayer Ventures Acquisition Corporation II Rights
0%
$0 
TWLV
0%
$0 
WPAC White Pearl Acquisition Corp.
0%
$0 
XFLH XFLH Capital Corporation
0%
$0 
XRPNU Armada Acquisition Corp. II Unit
0%
$0 
YCY AA Mission Acquisition Corp. II
0%
$0 
RDAC Rising Dragon Acquisition Corp.
-7.14%
-$331,447.5 
MLAC Mountain Lake Acquisition Corp.
-6.91%
-$24,808.82 
EWY iShares MSCI South Korea ETF
-5.4%
-$720,786.25 
LEGT Legato Merger Corp III
-4.8%
-$1.03M 
BSAA Best SPAC I Acquisition Corp.
-4.75%
-$97,185.57 
EURK Eureka Acquisition Corp
-4%
-$100,462.5 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-2.17%
-$1.06M 
VGT Vanguard Information Technology ETF
-1.85%
-$362,476.8 
VPL Vanguard FTSE Pacific ETF
-1.67%
-$689,664.37 
BST BlackRock Science and Technology Trust
-1.63%
-$439,012.73 
BSTZ BlackRock Science and Technology Term Trust
-1.63%
-$196,766.88 
IGE iShares North American Natural Resources ETF
-1.61%
-$119,454.26 
LPAA Launch One Acquisition Corp.
-1.27%
-$151,935 
JOF Japan Smaller Capitalization Fund Inc.
-1.16%
-$58,921.29 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$5,124.06 
ASG Liberty All-Star Growth Fund, Inc.
-0.92%
-$211,024.4 
BBJP JPMorgan BetaBuilders Japan Fund
-0.92%
-$160,362.21 
MGF MFS Government Markets Income Trust
-0.88%
-$43,603.97 
TWN Taiwan Fund Inc.
-0.87%
-$60,022.4 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-0.87%
-$83,865.6 
LLY Eli Lilly and Company
-0.8%
-$6,228.47 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.77%
-$88,386.9 
MHD BlackRock MuniHoldings Fund Inc.
-0.75%
-$1.81M 
RMT Royce Micro-Cap Trust, Inc.
-0.71%
-$6,300.3 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.59%
-$349,690.45 
VFL abrdn National Municipal Income Fund
-0.58%
-$2,547.42 
BME BlackRock Health Sciences Opportunities Portfolio
-0.58%
-$34,653.29 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.57%
-$89,397.16 
EWZ iShares MSCI Brazil ETF
-0.54%
-$49,412.81 
IGI Western Asset Investment Grade Opportunity Fund
-0.52%
-$32,281.23 
RVT Royce Small-Cap Trust, Inc.
-0.52%
-$1,528.36 
ZTR Virtus Total Return Fund Inc.
-0.51%
-$16,651.81 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.51%
-$18,317.68 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.51%
-$317,892.57 
EIM Eaton Vance Municipal Bond Fund
-0.5%
-$114,812.7 
BDCIU BTC Development Corp.
-0.49%
-$7,290 
DTF DTF Tax-Free Income 2028 Trust
-0.48%
-$1,056.61 
AFJK Aimei Health Technology Co., Ltd.
-0.43%
-$3,856.25 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-0.39%
-$20,331.36 
BTZ BlackRock Credit Allocation Income Trust
-0.39%
-$4,850 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.39%
-$117,760.23 
BHK BlackRock Core Bond Trust
-0.39%
-$65,785.23 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$307,666.48 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.38%
-$1,691.47 
NHIC NewHold Investment Corp III
-0.37%
-$3,356 
ANSC Agriculture & Natural Solutions Inc.
-0.35%
-$66,497.72 
CRAQ Cal Redwood Acquisition Corp.
-0.34%
-$12,142.9 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.33%
-$37,473.75 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.31%
-$14,405.55 
LAFA LaFayette Acquisition Corp.
-0.3%
-$13,873.2 
VB Vanguard Small-Cap ETF
-0.29%
-$279,865.08 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.28%
-$234,991.38 
BGY BlackRock Enhanced International Dividend Trust
-0.26%
-$29,245.31 
BTT BlackRock Municipal 2030 Target Term Trust
-0.24%
-$257,912.21 
EZU iShares MSCI Eurozone ETF
-0.23%
-$44,847.52 
VT Vanguard Total World Stock ETF
-0.21%
-$600.6 
QUMS Quantumsphere Acquisition Corporation
-0.2%
-$9,877.5 
JHS John Hancock Income Securities Trust
-0.18%
-$10,653.96 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.18%
-$9,124.75 
EOD Allspring Global Dividend Opportunity Fund
-0.15%
-$16,655.76 
ZKP Lafayette Digital Acquisition Corp. I
-0.15%
-$1,916.36 
IRHO Iron Horse Acquisitions Corp. II
-0.15%
-$675 
PGAC Pantages Capital Acquisition Corporation
-0.14%
-$12,472.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$32,671.76 
KTF DWS Municipal Income Trust
-0.11%
-$32,910.16 
TDWD Tailwind 2.0 Acquisition Corp.
-0.1%
-$1,770.86 
ADAC Adama Technologies Corp.
-0.1%
-$220 
ORIQ Origin Investment Corp I
-0.1%
-$8,757.28 
BACC Blue Acquisition Corp.
-0.1%
-$6,524.5 
QSEAU QuartzSea Acquisition Corp.
-0.09%
-$22,568.05 
PLMK Plum Acquisition Corp IV
-0.09%
-$6,622 
FVN Future Vision II Acquisition Corp.
-0.09%
-$4,806.44 
IWB iShares Russell 1000 ETF
-0.09%
-$30,209.08 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.09%
-$38,353.83 
VOO Vanguard S&P 500 ETF
-0.08%
-$220,401.19 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$1,389.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$945.77 
CHW Calamos Global Dynamic Income Fund
-0.06%
-$10,957.09 
CHAR Charlton Aria Acquisition Corp.
-0.06%
-$8,650.47 
CAF Morgan Stanley China A Share Fund
-0.05%
-$5,054.45 
BLRK Bluerock Acquisition Corp.
-0.05%
-$425 
PACH Pioneer Acquisition I Corp
-0.05%
-$2,509.94 
AXIN Axiom Intelligence Acquisition Corp 1
-0.05%
-$512.5 
DMAA Drugs Made In America Acquisition Corp.
-0.05%
-$12,652.58 
IVV iShares Core S&P 500 ETF
-0.05%
-$31,774.68 
PMO Putnam Municipal Opportunities Fund
-0.05%
-$318.22 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$1,572.75 
DMII Drugs Made In America Acquisition II Corp.
-0.02%
-$6,235.02 
MMTX Miluna Acquisition Corp Class A
-0.02%
-$26.6 Events
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Dividends
Dividend Analysis
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| Trades 13694 | Longs Won 9022/13694 65% | Profit Factor 2.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $931,716.18 |
| Average Win $244,584 | Best Trade (Jul 15) $24.27M | Sharpe Ratio -401.83 |
| Average Loss -$171,766.72 | Worst Trade (Dec 31) -$37.91M | Z-Score -44.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 4d | Expectancy $102,537.08 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
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