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:
26.47%
Gain +1.37%
Monthly
0.32%
Yearly
3.9%
Drawdown
19.52%
$3.5B
Equity
Holdings
$3.5B
Investment
$3.05B
$1.53B
Profit +$50.94M
Realized
$1.09B
Unrealized
$447.77M
Dividends
$788.6M
Goals
Avg. 62.67% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.37%
Profit
$50.94M
Win %
79%
This Week
Compared To Last Week
Gain
1.48%
Profit
$50.94M
Win %
79%
This Month
Compared to last month
Gain
2.53%
Profit
$86.38M
Win %
79%
This Year
Compared to last year
Gain
-1.12%
Profit
-$32.46M
Win %
79%
DIS The Walt Disney Company
+1.96%
+$4,540.75 
AFJK Aimei Health Technology Co., Ltd.
+1.67%
+$15,425 
AFB AllianceBernstein National Municipal Income Fund
+0.82%
+$324,293.58 
MIN MFS Intermediate Income Trust
+0.81%
+$106,473.5 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.72%
+$72,266.37 
NBH Neuberger Berman Municipal Fund Inc.
+0.68%
+$5,727.47 
UYSC Uy Scuti Acquisition Corp
+0.65%
+$19,949.37 
EWY iShares MSCI South Korea ETF
+0.63%
+$56,420.5 
EDEN iShares MSCI Denmark ETF
+0.57%
+$56,251.8 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.51%
+$238,494.16 
MMTX Miluna Acquisition Corp Class A
+0.49%
+$866.4 
BDCIU BTC Development Corp.
+0.49%
+$7,150 
EWZ iShares MSCI Brazil ETF
+0.47%
+$41,824.16 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$21,122.11 
INAC Indigo Acquisition Corp.
+0.39%
+$26,233.88 
GLQ Clough Global Equity Fund
+0.36%
+$4,169.13 
GLO Clough Global Opportunities Fund
+0.33%
+$9,020.82 
AIIA AI Infrastructure Acquisition Corp.
+0.32%
+$66,298.62 
RVT Royce Small-Cap Trust, Inc.
+0.32%
+$2,074.08 
ITHA ITHAX Acquisition Corp III
+0.3%
+$7,962.12 
GCOW Pacer Global Cash Cows Dividend ETF
+0.28%
+$53,738.36 
VB Vanguard Small-Cap ETF
+0.24%
+$239,667 
EWC iShares MSCI Canada ETF
+0.21%
+$41,247.55 
SPEG Silver Pegasus Acquisition Corp.
+0.19%
+$7,940.84 
PMO Putnam Municipal Opportunities Fund
+0.19%
+$339.1 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.18%
+$8,480.35 
JCE Nuveen Core Equity Alpha Fund
+0.17%
+$5,974.11 
GF New Germany Fund Inc.
+0.17%
+$345.74 
CAF Morgan Stanley China A Share Fund
+0.15%
+$14,468.79 
EZU iShares MSCI Eurozone ETF
+0.15%
+$30,656.67 
PNI PIMCO New York Municipal Income Fund II
+0.14%
+$11,133.29 
RMT Royce Micro-Cap Trust, Inc.
+0.14%
+$1,253.06 
RFAI Rf Acquisition Corp II
+0.14%
+$24,292.99 
KTF DWS Municipal Income Trust
+0.11%
+$27,609.57 
OHAC Oceanhawk Acquisition Corp Class A Ordinary Shares
+0.1%
+$6,723 
ZKP Lafayette Digital Acquisition Corp. I
+0.1%
+$2,269.57 
SSAC SPACSphere Acquisition Corp.
+0.1%
+$12,488.75 
XSLL Xsolla SPAC 1
+0.1%
+$3,202.25 
BHAV BHAV Acquisition Corp
+0.1%
+$12,674.57 
QADR QDRO Acquisition Corp.
+0.1%
+$3,990.5 
CAII Collective Acquisition Corp. II
+0.1%
+$817.25 
TDWD Tailwind 2.0 Acquisition Corp.
+0.1%
+$1,657.36 
ALIS Calisa Acquisition Corp
+0.1%
+$4,736.75 
WENN Wen Acquisition Corp.
+0.1%
+$5,185 
OYSE Oyster Enterprises II Acquisition Corp
+0.1%
+$8,039.96 
DRDB Roman DBDR Acquisition Corp
+0.09%
+$772.75 
KFII K&F Growth Acquisition Corp.
+0.09%
+$12,450.37 
PGAC Pantages Capital Acquisition Corporation
+0.09%
+$8,202.75 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
+0.09%
+$726.4 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
+0.07%
+$2,542.85 
IEV iShares Europe ETF
+0.05%
+$3,738.28 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$9,628.9 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$231.8 
COPL Copley Acquisition Corp.
+0.01%
+$1,510.3 
PACH Pioneer Acquisition I Corp
0%
+$55.2 
AACIU Armada Acquisition Corp. III
0%
$0 
BREZ Breeze Holdings Acquisition Corp.
0%
$0 
GPAC General Purpose Acquisition Corp.
0%
$0 
SZZL Sizzle 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 
WSTN Westlin Corp.
0%
$0 
MACI Melar Acquisition Corp I
0%
$0 
DTSQ Dt Cloud Star Acquisition Co.
0%
$0 
POLE Andretti Acquisition Corp.
0%
$0 
YHNA YHN Acquisition I Ltd.
0%
$0 
CHAR Charlton Aria Acquisition Corp.
0%
$0 
LPBB Launch Two Acquisition Corp.
0%
$0 
TAVI Tavia Acquisition Corp.
0%
$0 
NOEM Co2 Energy Transition Corp.
0%
$0 
NTWO Newbury Street Acquisition Corporation
0%
$0 
RANG Range Capital Acquisition Co.
0%
$0 
PLMK Plum Acquisition Corp IV
0%
$0 
RIBB Ribbon Acquisition Corp
0%
$0 
DMAA Drugs Made In America Acquisition Corp.
0%
$0 
GSHRU Gesher Acquisition Corp II
0%
$0 
GIW GigCapital8 Corp.
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
SVCC Stellar V Capital Corp.
0%
$0 
QSEAU QuartzSea Acquisition Corp.
0%
$0 
ADAC Adama Technologies Corp.
0%
$0 
APXTU Apex Treasury Corporation Units
0%
$0 
EMIS Emisphere Technologies, Inc.
0%
$0 
TACHU Titan Acquisition Corp. Unit
0%
$0 
RTACU Renatus Tactical Acquisition Corp.
0%
$0 
SDHI Siddhi Acquisition Corp.
0%
$0 
CHPG Championsgate Acquisition Corp.
0%
$0 
LCCC Lakeshore Acquisition III Corp.
0%
$0 
CRAQ Cal Redwood Acquisition Corp.
0%
$0 
LWACU LightWave Acquisition Corp. Unit
0%
$0 
CCIIU Cohen Circle Acquisition Corp. II Unit
0%
$0 
NMPAU NMP Acquisition Corp. Unit
0%
$0 
GTERA Globa Terra Acquisition Corporation
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
DNMX Dynamix Corporation III
0%
$0 
ORIQ Origin Investment Corp I
0%
$0 
MKLY McKinley Acquisition Corporation
0%
$0 
QUMS Quantumsphere Acquisition Corporation
0%
$0 
YCY AA Mission Acquisition Corp. II
0%
$0 
LATA Galata Acquisition Corp. II
0%
$0 
CHEC Chenghe Acquisition II Co.
0%
$0 
PAII Pyrophyte Acquisition Corp. II
0%
$0 
LKSP Lake Superior Acquisition Corp.
0%
$0 
DMII Drugs Made In America Acquisition II Corp.
0%
$0 
CRAC Crown Reserve Acquisition Corp. I Class A Ordinary Shares
0%
$0 
HAVA Harvard Ave Acquisition Corporation Class A Ordinary Shares
0%
$0 
SCII SC II Acquisition Corp.
0%
$0 
BLRK Bluerock Acquisition Corp.
0%
$0 
IRHO Iron Horse Acquisitions Corp. II
0%
$0 EVAC
EVAC
0%
$0 BKT
BKT
0%
$0 APXT
APXT
0%
$0 
SORN Soren Acquisition Corp.
0%
$0 
WPAC White Pearl Acquisition Corp.
0%
$0 
FMN Federated Hermes Premier Municipal Income Fund
0%
$0 
EOD Allspring Global Dividend Opportunity Fund
0%
$0 
WIA Western Asset Inflation-Linked Income Fund
0%
$0 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
ZTR Virtus Total Return Fund Inc.
0%
$0 
DYORU Insight Digital Partners II Units
0%
$0 
JHS John Hancock Income Securities Trust
0%
$0 
BTO John Hancock Financial Opportunities Fund
0%
$0 
EIM Eaton Vance Municipal Bond Fund
0%
$0 
XFLH XFLH Capital Corporation
0%
$0 
TRAD APEX Tech Acquisition Inc.
0%
$0 ARTC
ARTC
0%
$0 TWLV
TWLV
0%
$0 
QRED QuasarEdge Acquisition Corporation
0%
$0 
WENC West Enclave Merger Corp.
0%
$0 
MYX Maywood Acquisition Corp. 2
0%
$0 
VECA Vernal Capital Acquisition Corp.
0%
$0 
ACGC ACP Holdings Acquisition Corp.
0%
$0 
AACP Apogee Acquisition Corp
0%
$0 
ARCL ARC Group Acquisition I Corp.
0%
$0 
PECE Peace Acquisition Corp Ordinary Shares
0%
$0 KTWO
KTWO
0%
$0 
MCAH Mountain Crest Acquisition 6 Corp.
0%
$0 IPOD
IPOD
0%
$0 APAC
APAC
0%
$0 
KCHVR Kochav Defense Acquisition Corp. Right
-17.86%
-$18,232.35 
TVAIR Thayer Ventures Acquisition Corporation II Rights
-16.3%
-$13,276.55 
OBAWW Oxley Bridge Acquisition Limited Warrant
-4.6%
-$8,969.45 
ORCL Oracle Corporation
-3.65%
-$20,235 
LLY Eli Lilly and Company
-2.38%
-$19,611.18 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.76%
-$766,617.5 
IPEX Inflection Point Acquisition Corp. V
-1.68%
-$173,278.26 
BHK BlackRock Core Bond Trust
-1.53%
-$260,169.42 
FVN Future Vision II Acquisition Corp.
-1.53%
-$86,250.42 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.19%
-$139,981.8 
BMEZ BlackRock Health Sciences Trust II
-1.17%
-$22,346.97 
BST BlackRock Science and Technology Trust
-1.09%
-$351,715.1 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.08%
-$50,696.88 
BTZ BlackRock Credit Allocation Income Trust
-0.97%
-$12,017.5 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.92%
-$460,353.1 
BME BlackRock Health Sciences Opportunities Portfolio
-0.92%
-$57,538.58 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.91%
-$145,467.45 
HD The Home Depot, Inc.
-0.83%
-$3,976.03 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.81%
-$99,053.04 
KIO KKR Income Opportunities Fund
-0.8%
-$14,664.06 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-0.67%
-$58,372.38 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$485,623.27 
AMGN Amgen Inc.
-0.63%
-$1,788.41 
BLV Vanguard Long-Term Bond ETF
-0.59%
-$831,767.04 
VFL abrdn National Municipal Income Fund
-0.58%
-$6,856.5 
BSTZ BlackRock Science and Technology Term Trust
-0.57%
-$86,997.78 
ABBV AbbVie Inc.
-0.54%
-$1,428 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-0.52%
-$47,291.72 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.51%
-$28,097.16 
BGY BlackRock Enhanced International Dividend Trust
-0.51%
-$69,838.29 
JOF Japan Smaller Capitalization Fund Inc.
-0.48%
-$25,065.24 
CSQ Calamos Strategic Total Return Fund
-0.48%
-$205,222.45 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.46%
-$272,105.15 
PCQ PIMCO California Municipal Income Fund
-0.45%
-$81,259.16 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$120,745.4 
VUG Vanguard Growth ETF
-0.43%
-$78,743.73 
MHD BlackRock MuniHoldings Fund Inc.
-0.43%
-$990,847.7 
HEQ John Hancock Diversified Income Fund
-0.43%
-$45,481 
GDV Gabelli Dividend & Income Trust
-0.42%
-$187,755.1 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-0.4%
-$90,888.56 
BOE BlackRock Enhanced Global Dividend Trust
-0.4%
-$60,339.3 
VNME Vendome Acquisition Corporation I
-0.39%
-$49,916.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$297,684.4 
IAF abrdn Australia Equity Fund, Inc.
-0.38%
-$41,146.35 
MGF MFS Government Markets Income Trust
-0.35%
-$18,554.99 
VGT Vanguard Information Technology ETF
-0.35%
-$69,392.54 
GAB Gabelli Equity Trust Inc.
-0.34%
-$39,478.58 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.3%
-$238,159.11 
BBJP JPMorgan BetaBuilders Japan Fund
-0.3%
-$49,001.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$4,053.3 
IIF Morgan Stanley India Investment Fund, Inc.
-0.3%
-$33,433.47 
MSFT Microsoft Corp.
-0.3%
-$2,516.02 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd
-0.29%
-$12,300 
PPT Putnam Premier Income Trust
-0.29%
-$412.62 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$86,218.79 
TDF Templeton Dragon Fund, Inc.
-0.28%
-$26,158.65 
VBF Invesco Bond Fund
-0.27%
-$5,584.96 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$96,059.35 
CHW Calamos Global Dynamic Income Fund
-0.23%
-$49,210.8 
BTT BlackRock Municipal 2030 Target Term Trust
-0.22%
-$232,062.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$710.85 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$33,418.6 
FMAC Future Money Acquisition Corporation
-0.2%
-$23,279 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$3,682.07 
SOUL Soulpower Acquisition Corp.
-0.19%
-$11,204.96 
VOO Vanguard S&P 500 ETF
-0.19%
-$491,111.97 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.19%
-$85,908.2 
IVV iShares Core S&P 500 ETF
-0.18%
-$115,244.49 
ASG Liberty All-Star Growth Fund, Inc.
-0.18%
-$45,486.7 
XLF Financial Select Sector SPDR Fund
-0.17%
-$40,578.8 
FFA First Trust Enhanced Equity Income Fund
-0.17%
-$5,372.52 
PAI Western Asset Investment Grade Fund
-0.17%
-$4,120.36 
USA Liberty All Star Equity Fund
-0.16%
-$32,718.67 
IWB iShares Russell 1000 ETF
-0.15%
-$46,183.73 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$610.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$30,900.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.1%
-$1,470 
LAFA LaFayette Acquisition Corp.
-0.1%
-$4,659.25 
BPAC Blueport Acquisition Ltd
-0.1%
-$7,145.25 
SOCA Solarius Capital Acquisition Corp.
-0.1%
-$2,686.15 
SVIVU Spring Valley Acquisition Corp. II Unit
-0.1%
-$827.75 
VPL Vanguard FTSE Pacific ETF
-0.09%
-$33,704.8 
VT Vanguard Total World Stock ETF
-0.09%
-$197.4 
FINS Angel Oak Financial Strategies Income Fund
-0.08%
-$46,546.77 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$3,530.7 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.07%
-$2,397.5 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.07%
-$4,815.85 
IGI Western Asset Investment Grade Opportunity Fund
-0.06%
-$5,290.03 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$183.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$27,355.38 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$525 
VGK Vanguard FTSE Europe ETF
-0.01%
-$2,834.83 
FIGXU FIGX Capital Acquisition Corp. Unit
-0.01%
-$581.66 Events
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Dividends
Dividend Analysis
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| Trades 13899 | Longs Won 9267/13899 66% | Profit Factor 2.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $253,697.78 | Best Trade (Aug 24) $77.47M | Sharpe Ratio -382.19 |
| Average Loss -$176,016.7 | Worst Trade (Dec 31) -$37.91M | Z-Score -17.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $110,419.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACIU Armada Acquisition Corp. III | 253,925 | $2.65M | $2.57M | - | -$74,653.95 | -2.82% | 0.0 |
| AACP Apogee Acquisition Corp | 2.65M | $26.35M | $26.56M | - | $211,846.26 | 0.8% | 0.0 |
| ABBV AbbVie Inc. | 1,050 | $243,117 | $261,933.01 | - | $18,816.01 | 7.74% | -0.542% |
| ACGC ACP Holdings Acquisition Corp. | 1.35M | $13.41M | $13.49M | - | $80,916.96 | 0.6% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,590 | $255,204.29 | $357,423.3 | - | $102,219.01 | 40.05% | -0.051% |
| ADAC Adama Technologies Corp. | 22,000 | $217,800 | $222,200 | - | $4,400 | 2.02% | 0.0 |
| AFB AllianceBernstein National Municipal Income Fund | 3.6M | $41.11M | $40.03M | - | -$1.08M | -2.63% | +0.817% |
| AFJK Aimei Health Technology Co., Ltd. | 77,125 | $788,581.53 | $940,925 | - | $152,343.47 | 19.32% | +1.667% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,385 | $338,733.76 | $329,969.8 | - | -$8,763.96 | -2.59% | -0.215% |
| AIIA AI Infrastructure Acquisition Corp. | 2.01M | $20.15M | $20.56M | - | $411,855.04 | 2.04% | +0.323% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 324,291 | $7.81M | $8.62M | - | $803,152.88 | 10.28% | -0.673% |
| ALIS Calisa Acquisition Corp | 473,675 | $4.73M | $4.83M | - | $104,208.5 | 2.2% | +0.098% |
| AMGN Amgen Inc. | 680 | $239,258 | $282,342.79 | - | $43,084.79 | 18.01% | -0.629% |
| ANSC Agriculture & Natural Solutions Inc. | 1.61M | $17.08M | $18.5M | - | $1.41M | 8.27% | 0.0 |
| APAC APAC | 465,125 | $4.67M | $4.67M | - | -$4,420.44 | -0.09% | 0.0 |
| APXT APXT | 1.25M | $12.47M | $12.46M | - | -$9,899.97 | -0.08% | 0.0 |
| APXTU Apex Treasury Corporation Units | 44,051 | $444,474.59 | $444,474.59 | - | - | - | 0.0 |
| ARCL ARC Group Acquisition I Corp. | 247,600 | $2.45M | $2.47M | - | $19,808 | 0.81% | 0.0 |
| ARTC ARTC | 973,200 | $9.66M | $9.66M | - | - | - | 0.0 |
| ASG Liberty All-Star Growth Fund, Inc. | 4.55M | $23.94M | $24.88M | - | $940,113.52 | 3.93% | -0.182% |
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Option values are updated at end of day.
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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 - $196.75M, iShares Core S&P 500 ETF - $73.58M, SPDR S&P 500 ETF Trust - $73.19M, Vanguard Small-Cap ETF - $63.17M, 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 - $28.55M, 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 $788.6M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $49.03M, Nuveen Quality Municipal Income Fund - $36.32M, Vanguard FTSE Europe ETF - $28.83M, MFS Intermediate Income Trust - $27.54M, 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.
