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:
27.04%
Gain -0.1%
Monthly
0.3%
Yearly
3.64%
Drawdown
19.52%
$3.36B
Equity
Holdings
$3.36B
Investment
$3.05B
$1.4B
Profit -$3.43M
Realized
$1.09B
Unrealized
$312.72M
Dividends
$808.53M
Goals
Avg. 50% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$3.43M
Win %
72%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$14.74M
Win %
72%
This Month
Compared to last month
Gain
0.08%
Profit
$2.82M
Win %
72%
This Year
Compared to last year
Gain
-4.91%
Profit
-$166.57M
Win %
75%
ALIS Calisa Acquisition Corp
+2.72%
+$114,866.19 
FVN Future Vision II Acquisition Corp.
+2.21%
+$100,625.49 
PMO Putnam Municipal Opportunities Fund
+2.2%
+$3,560.55 
AFB AllianceBernstein National Municipal Income Fund
+1.84%
+$648,587.16 
NBH Neuberger Berman Municipal Fund Inc.
+1.44%
+$10,636.73 
HD The Home Depot, Inc.
+1.41%
+$6,097.01 
DIS The Walt Disney Company
+1.41%
+$3,455.4 
ZTR Virtus Total Return Fund Inc.
+1.28%
+$14,656.64 
FMN Federated Hermes Premier Municipal Income Fund
+1.27%
+$5,874.83 
PNI PIMCO New York Municipal Income Fund II
+1.12%
+$77,933.03 
GCOW Pacer Global Cash Cows Dividend ETF
+1.08%
+$206,686 
EDEN iShares MSCI Denmark ETF
+1.07%
+$101,125.4 
MHD BlackRock MuniHoldings Fund Inc.
+1.06%
+$2.18M 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.03%
+$253,565.34 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+1.03%
+$65,013.97 
LLY Eli Lilly and Company
+0.88%
+$7,500.41 
IEV iShares Europe ETF
+0.87%
+$57,943.34 
UYSC Uy Scuti Acquisition Corp
+0.82%
+$25,649.19 
XLF Financial Select Sector SPDR Fund
+0.8%
+$178,546.72 
AACP Apogee Acquisition Corp
+0.79%
+$211,846 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+0.76%
+$37,462.88 
PGAC Pantages Capital Acquisition Corporation
+0.74%
+$65,622 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.72%
+$65,696.7 
BTO John Hancock Financial Opportunities Fund
+0.68%
+$2,376.01 
VGK Vanguard FTSE Europe ETF
+0.67%
+$164,420.14 
IEUR iShares Core MSCI Europe ETF
+0.66%
+$235,906.61 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
+0.65%
+$19,071.37 
RIBB Ribbon Acquisition Corp
+0.65%
+$8,731.48 
DISV Dimensional International Small Cap Equity Fund
+0.64%
+$29,042.75 
RANG Range Capital Acquisition Co.
+0.64%
+$18,587.8 
PCQ PIMCO California Municipal Income Fund
+0.64%
+$101,573.95 
EWC iShares MSCI Canada ETF
+0.63%
+$120,567.92 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.6%
+$320,539.87 
EWZ iShares MSCI Brazil ETF
+0.6%
+$65,350.25 
SORN Soren Acquisition Corp.
+0.6%
+$21,702 
GF New Germany Fund Inc.
+0.58%
+$1,037.22 
EIM Eaton Vance Municipal Bond Fund
+0.57%
+$83,000 
DGRO iShares Core Dividend Growth ETF
+0.54%
+$83,546.5 
BHK BlackRock Core Bond Trust
+0.54%
+$83,625.88 
AMGN Amgen Inc.
+0.51%
+$1,509.6 
ADAC Adama Technologies Corp.
+0.5%
+$1,100 
LAFA LaFayette Acquisition Corp.
+0.49%
+$23,296.25 
JHS John Hancock Income Securities Trust
+0.49%
+$42,308.05 
SOCA Solarius Capital Acquisition Corp.
+0.48%
+$13,430.75 
INAC Indigo Acquisition Corp.
+0.48%
+$32,595.6 
EZU iShares MSCI Eurozone ETF
+0.48%
+$87,789.55 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.47%
+$20,352.84 
BTT BlackRock Municipal 2030 Target Term Trust
+0.46%
+$463,660.58 
YHNA YHN Acquisition I Ltd.
+0.45%
+$38,022.55 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.45%
+$314,370.03 
BTZ BlackRock Credit Allocation Income Trust
+0.42%
+$4,807 
WSTN Westlin Corp.
+0.39%
+$55,534.6 
MIN MFS Intermediate Income Trust
+0.39%
+$48,897.95 
CHAR Charlton Aria Acquisition Corp.
+0.36%
+$56,426.12 
BBJP JPMorgan BetaBuilders Japan Fund
+0.36%
+$57,169.05 
ABBV AbbVie Inc.
+0.34%
+$997.51 
PPT Putnam Premier Income Trust
+0.3%
+$412.62 
CRAQ Cal Redwood Acquisition Corp.
+0.28%
+$10,200.04 
DRDB Roman DBDR Acquisition Corp
+0.28%
+$2,318.25 
IIF Morgan Stanley India Investment Fund, Inc.
+0.28%
+$28,657.26 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.27%
+$29,162.87 
TLT iShares 20+ Year Treasury Bond ETF
+0.24%
+$167,761.07 
BOE BlackRock Enhanced Global Dividend Trust
+0.22%
+$30,169.65 
BLV Vanguard Long-Term Bond ETF
+0.2%
+$277,255.68 
XSLL Xsolla SPAC 1
+0.2%
+$6,404.5 
ARCL ARC Group Acquisition I Corp.
+0.2%
+$4,952 
FMAC Future Money Acquisition Corporation
+0.2%
+$23,279 
ITHA ITHAX Acquisition Corp III
+0.2%
+$5,281.54 
BLRK Bluerock Acquisition Corp.
+0.2%
+$1,700 
SCII SC II Acquisition Corp.
+0.2%
+$58,268.17 
BPAC Blueport Acquisition Ltd
+0.19%
+$13,790.33 
PAI Western Asset Investment Grade Fund
+0.18%
+$4,120.36 
MYX Maywood Acquisition Corp. 2
+0.16%
+$1,991.32 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.15%
+$69,052.96 
OHAC Oceanhawk Acquisition Corp Class A Ordinary Shares
+0.15%
+$10,084.5 
GLQ Clough Global Equity Fund
+0.13%
+$1,389.71 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$50,854.95 
KTF DWS Municipal Income Trust
+0.12%
+$27,609.57 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$33,161.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.11%
+$1,470 
KIO KKR Income Opportunities Fund
+0.1%
+$1,629.34 
TRAD APEX Tech Acquisition Inc.
+0.1%
+$11,714.5 
QADR QDRO Acquisition Corp.
+0.1%
+$3,990.5 
CAII Collective Acquisition Corp. II
+0.1%
+$817.25 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$72,947.68 
MMTX Miluna Acquisition Corp Class A
+0.1%
+$173.28 
LWACU LightWave Acquisition Corp. Unit
+0.1%
+$5,100.5 
QUMS Quantumsphere Acquisition Corporation
+0.1%
+$4,698.75 
LPBB Launch Two Acquisition Corp.
+0.09%
+$2,444 
TAVI Tavia Acquisition Corp.
+0.09%
+$18,936.27 
SVCC Stellar V Capital Corp.
+0.09%
+$2,940 
NTWO Newbury Street Acquisition Corporation
+0.09%
+$4,612.31 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$4,119.15 
DTSQ Dt Cloud Star Acquisition Co.
+0.09%
+$966 
GDV Gabelli Dividend & Income Trust
+0.09%
+$36,106.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$236.95 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.07%
+$1,155 
IGI Western Asset Investment Grade Opportunity Fund
+0.07%
+$5,290.03 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$1,712.5 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$160.65 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$540.44 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
+0.03%
+$6,991.32 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$231.8 
AACIU Armada Acquisition Corp. III
0%
$0 
GPAC General Purpose Acquisition Corp.
0%
$0 
ANSC Agriculture & Natural Solutions Inc.
0%
$0 
PONO Pono Capital Corp.
0%
$0 
BLUW Blue Water Acquisition Corp. III
0%
$0 
NOEM Co2 Energy Transition Corp.
0%
$0 
PLMK Plum Acquisition Corp IV
0%
$0 
DMAA Drugs Made In America Acquisition Corp.
0%
$0 
GSHRU Gesher Acquisition Corp II
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
QSEAU QuartzSea Acquisition Corp.
0%
$0 
APXTU Apex Treasury Corporation Units
0%
$0 
TACHU Titan Acquisition Corp. Unit
0%
$0 
COPL Copley Acquisition Corp.
0%
$0 
CHPG Championsgate Acquisition Corp.
0%
$0 
LCCC Lakeshore Acquisition III Corp.
0%
$0 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
$0 
CCIIU Cohen Circle Acquisition Corp. II Unit
0%
$0 
NMPAU NMP Acquisition Corp. Unit
0%
$0 
OYSE Oyster Enterprises II Acquisition Corp
0%
$0 
PACH Pioneer Acquisition I Corp
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
DNMX Dynamix Corporation III
0%
$0 
SPEG Silver Pegasus Acquisition Corp.
0%
$0 
VNME Vendome Acquisition Corporation I
0%
$0 
LATA Galata Acquisition Corp. II
0%
$0 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd
0%
$0 
LKSP Lake Superior Acquisition Corp.
0%
$0 
TDWD Tailwind 2.0 Acquisition Corp.
0%
$0 
CRAC Crown Reserve Acquisition Corp. I Class A Ordinary Shares
0%
$0 
ZKP Lafayette Digital Acquisition Corp. I
0%
$0 
SVIVU Spring Valley Acquisition Corp. II Unit
0%
$0 EVAC
EVAC
0%
$0 BKT
BKT
0%
$0 APXT
APXT
0%
$0 
SSAC SPACSphere Acquisition Corp.
0%
$0 
IAF abrdn Australia Equity Fund, Inc.
0%
$0 
BDCIU BTC Development Corp.
0%
$0 
DYORU Insight Digital Partners II Units
0%
$0 ARTC
ARTC
0%
$0 TWLV
TWLV
0%
$0 
QRED QuasarEdge Acquisition Corporation
0%
$0 
ACGC ACP Holdings Acquisition Corp.
0%
$0 
PECE Peace Acquisition Corp Ordinary Shares
0%
$0 KTWO
KTWO
0%
$0 IPOD
IPOD
0%
$0 APAC
APAC
0%
$0 
IPEX Inflection Point Acquisition Corp. V
-57.75%
-$4.16M 
XFLH XFLH Capital Corporation
-7.08%
-$345,537.5 
TVAIR Thayer Ventures Acquisition Corporation II Rights
-4.6%
-$2,275.98 
RFAI Rf Acquisition Corp II
-4.12%
-$2.27M 
OBAWW Oxley Bridge Acquisition Limited Warrant
-3.96%
-$8,377.13 
KCHVR Kochav Defense Acquisition Corp. Right
-3.87%
-$2,114.96 
ORCL Oracle Corporation
-3.17%
-$15,158.5 
VGT Vanguard Information Technology ETF
-1.7%
-$335,666.24 
EWY iShares MSCI South Korea ETF
-1.68%
-$131,982.5 
AFJK Aimei Health Technology Co., Ltd.
-1.6%
-$15,425 
ASG Liberty All-Star Growth Fund, Inc.
-1.58%
-$363,893.6 
DTF DTF Tax-Free Income 2028 Trust
-1.57%
-$3,457.98 
MSFT Microsoft Corp.
-1.53%
-$14,042 
BSTZ BlackRock Science and Technology Term Trust
-1.47%
-$198,161.61 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-1.44%
-$128,565.83 
HEQ John Hancock Diversified Income Fund
-1.39%
-$142,810.34 
AIIA AI Infrastructure Acquisition Corp.
-1.35%
-$281,266.86 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-1.33%
-$596,235.4 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.26%
-$97,287.3 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.26%
-$55,977.81 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.24%
-$529,663 
VUG Vanguard Growth ETF
-1.02%
-$184,744.9 
CHW Calamos Global Dynamic Income Fund
-1%
-$196,843.2 
RMT Royce Micro-Cap Trust, Inc.
-0.97%
-$7,831.62 
CAF Morgan Stanley China A Share Fund
-0.94%
-$77,166.4 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$4,365.05 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.87%
-$99,053.04 
RVT Royce Small-Cap Trust, Inc.
-0.87%
-$5,012.36 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$634,197.2 
JOF Japan Smaller Capitalization Fund Inc.
-0.79%
-$39,686.63 
GAB Gabelli Equity Trust Inc.
-0.77%
-$78,957.16 
MGF MFS Government Markets Income Trust
-0.74%
-$37,109.98 
GLO Clough Global Opportunities Fund
-0.73%
-$18,041.64 
FFA First Trust Enhanced Equity Income Fund
-0.71%
-$21,490.08 
FINS Angel Oak Financial Strategies Income Fund
-0.71%
-$395,647.54 
BMEZ BlackRock Health Sciences Trust II
-0.7%
-$13,525.73 
VB Vanguard Small-Cap ETF
-0.69%
-$632,720.88 
USA Liberty All Star Equity Fund
-0.58%
-$114,515.35 
BME BlackRock Health Sciences Opportunities Portfolio
-0.58%
-$36,487.88 
VFL abrdn National Municipal Income Fund
-0.58%
-$6,856.5 
BHAV BHAV Acquisition Corp
-0.49%
-$63,372.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$116,739.69 
EOD Allspring Global Dividend Opportunity Fund
-0.39%
-$40,524.87 
IWB iShares Russell 1000 ETF
-0.38%
-$119,184.74 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$6,814.3 
VOO Vanguard S&P 500 ETF
-0.35%
-$912,575.04 
IVV iShares Core S&P 500 ETF
-0.35%
-$218,400.8 
CSQ Calamos Strategic Total Return Fund
-0.32%
-$133,393.26 
JCE Nuveen Core Equity Alpha Fund
-0.32%
-$10,952.73 
TDF Templeton Dragon Fund, Inc.
-0.32%
-$26,158.65 
HAVA Harvard Ave Acquisition Corporation Class A Ordinary Shares
-0.29%
-$24,422.79 
VT Vanguard Total World Stock ETF
-0.29%
-$648.6 
GTERA Globa Terra Acquisition Corporation
-0.29%
-$43,833.36 
BGY BlackRock Enhanced International Dividend Trust
-0.27%
-$34,919.14 
MACI Melar Acquisition Corp I
-0.27%
-$28,839.09 
BST BlackRock Science and Technology Trust
-0.23%
-$70,406.97 
VBF Invesco Bond Fund
-0.21%
-$4,188.72 
BREZ Breeze Holdings Acquisition Corp.
-0.2%
-$2,200 
RTACU Renatus Tactical Acquisition Corp.
-0.2%
-$2,927.27 
WPAC White Pearl Acquisition Corp.
-0.2%
-$32,820.4 
GIW GigCapital8 Corp.
-0.2%
-$18,912.5 
YCY AA Mission Acquisition Corp. II
-0.19%
-$1,681.5 
CHEC Chenghe Acquisition II Co.
-0.19%
-$23,531 
SDHI Siddhi Acquisition Corp.
-0.19%
-$6,468.4 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.16%
-$24,244.58 
WIA Western Asset Inflation-Linked Income Fund
-0.13%
-$86,487.98 
WENC West Enclave Merger Corp.
-0.1%
-$4,392.53 
VECA Vernal Capital Acquisition Corp.
-0.1%
-$14,844 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
-0.1%
-$807.11 
IRHO Iron Horse Acquisitions Corp. II
-0.1%
-$786.75 
MCAH Mountain Crest Acquisition 6 Corp.
-0.1%
-$1,675 
DMII Drugs Made In America Acquisition II Corp.
-0.1%
-$27,879.98 
EMIS Emisphere Technologies, Inc.
-0.1%
-$9,811.61 
MKLY McKinley Acquisition Corporation
-0.1%
-$18,258.71 
SZZL Sizzle Acquisition Corp.
-0.1%
-$1,823.91 
WENN Wen Acquisition Corp.
-0.1%
-$5,185 
ORIQ Origin Investment Corp I
-0.1%
-$12,865.28 
SOUL Soulpower Acquisition Corp.
-0.1%
-$5,602.48 
POLE Andretti Acquisition Corp.
-0.09%
-$2,236.5 
KFII K&F Growth Acquisition Corp.
-0.09%
-$12,450.37 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.07%
-$30,681.5 
PAII Pyrophyte Acquisition Corp. II
-0.05%
-$250 
VPL Vanguard FTSE Pacific ETF
-0.01%
-$5,055.72 Events
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Dividends
Dividend Analysis
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| Trades 13899 | Longs Won 9228/13899 66% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $247,690.24 | Best Trade (Oct 15) $45.25M | Sharpe Ratio -382.48 |
| Average Loss -$189,408.01 | Worst Trade (Dec 31) -$37.91M | Z-Score -45.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $100,795.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACIU Armada Acquisition Corp. III | 253,925 | $2.65M | $2.65M | - | -$1,015.7 | -0.04% | 0.0 |
| AACP Apogee Acquisition Corp | 2.65M | $26.35M | $26.88M | - | $529,615.26 | 2.01% | +0.794% |
| ABBV AbbVie Inc. | 1,050 | $243,117 | $298,567.5 | - | $55,450.5 | 22.81% | +0.335% |
| ACGC ACP Holdings Acquisition Corp. | 1.35M | $13.41M | $13.55M | - | $148,348.21 | 1.11% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,590 | $255,204.29 | $342,758.25 | - | $87,553.96 | 34.31% | +0.047% |
| ADAC Adama Technologies Corp. | 22,000 | $217,800 | $222,420 | - | $4,620 | 2.12% | +0.497% |
| AFB AllianceBernstein National Municipal Income Fund | 3.6M | $41.11M | $35.82M | - | -$5.3M | -12.88% | +1.844% |
| AFJK Aimei Health Technology Co., Ltd. | 77,125 | $788,581.53 | $948,637.5 | - | $160,055.97 | 20.3% | -1.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,385 | $338,733.76 | $323,199.8 | - | -$15,533.96 | -4.59% | +0.073% |
| AIIA AI Infrastructure Acquisition Corp. | 2.01M | $20.15M | $20.61M | - | $462,081.27 | 2.29% | -1.346% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 324,291 | $7.81M | $7.61M | - | -$205,392.13 | -2.63% | -1.263% |
| ALIS Calisa Acquisition Corp | 473,675 | $4.73M | $4.34M | - | -$382,492.56 | -8.09% | +2.716% |
| AMGN Amgen Inc. | 680 | $239,258 | $296,650 | - | $57,392 | 23.99% | +0.511% |
| ANSC Agriculture & Natural Solutions Inc. | 1.61M | $17.08M | $18.5M | - | $1.41M | 8.27% | 0.0 |
| APAC APAC | 465,125 | $4.67M | $4.73M | - | $60,696.27 | 1.3% | 0.0 |
| APXT APXT | 1.25M | $12.47M | $12.6M | - | $127,990.93 | 1.03% | 0.0 |
| APXTU Apex Treasury Corporation Units | 44,051 | $444,474.59 | $453,725 | - | $9,250.41 | 2.08% | 0.0 |
| ARCL ARC Group Acquisition I Corp. | 247,600 | $2.45M | $2.48M | - | $29,712 | 1.21% | +0.2% |
| ARTC ARTC | 973,200 | $9.66M | $9.66M | - | - | - | 0.0 |
| ASG Liberty All-Star Growth Fund, Inc. | 4.55M | $23.94M | $22.65M | - | -$1.29M | -5.38% | -1.581% |
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FAQ
Which stocks have generated the highest profits for Daniel L. Lippincott?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $197.42M, iShares Core S&P 500 ETF - $73.76M, SPDR S&P 500 ETF Trust - $73.2M, Vanguard Small-Cap ETF - $63.44M, and Nuveen Quality Municipal Income Fund - $61.65M. 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: Vanguard Long-Term Bond ETF - $27.95M, Nuveen New York AMT-Free Quality Municipal Income Fund - $23.69M, SPDR Gold Shares - $16.19M, 48661e108 - $12.46M, and MAF - $10.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel L. Lippincott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $808.53M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $49.7M, Nuveen Quality Municipal Income Fund - $36.32M, Vanguard FTSE Europe ETF - $28.89M, MFS Intermediate Income Trust - $27.64M, and Abrdn Asia-Pacific Income Fund Inc - $23.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel L. Lippincott's monthly returns?
Daniel L. Lippincott'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 Daniel L. Lippincott's strategy be considered aggressive or moderate?
Daniel L. Lippincott's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Daniel L. Lippincott's strategy?
Daniel L. Lippincott's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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