LM
Laurel Mason Portfolio
Invests via Passaic Partners LLC | Managed by Josh Silva, Mike Lulanaj, Ashwin Karanth
Invests via Passaic Partners LLC
Managed by Josh Silva, Mike Lulanaj, Ashwin Karanth
Automatically Tracked
Laurel Mason Profile
With a distinguished background in corporate strategy and management consulting, Laurel Mason has established herself as a leading figure in business transformation initiatives. She excels at optimizing operational efficiencies across diverse sectors, contributing to sustainable growth and competitive advantage for various organizations. Mason’s insights into market dynamics are further enriched by her experience in strategic planning roles, where she aligns organizational objectives with innovative solutions. Her influential leadership style not only drives teams towards excellence but also fosters robust partnerships that enhance market reach and value creation.
With a distinguished background in corporate strategy and management consulting, Laurel Mason has established herself as a leading figure in business transformation initiatives. She excels at optimizing operational efficiencies across diverse sectors, contributing to sustainable growth and competitive advantage for various organizations. Mason’s insights into market dynamics are further enriched by her experience in strategic planning roles, where she aligns organizational objectives with innovative solutions. Her influential leadership style not only drives teams towards excellence but also fosters robust partnerships that enhance market reach and value creation.
Investment Philosophy & Strategy
In a landscape marked by constant change, investment decisions are propelled by an acute awareness of operational dynamics and transformational potential. Laurel Mason utilizes her extensive expertise in corporate strategy to identify value creation opportunities that resonate with evolving market needs. Emphasizing innovation alongside efficiency, she actively engages in fostering strategic partnerships that amplify competitive positioning within the marketplace. Her focus on aligning business models with forward-looking trends underpins each decision-making process, ultimately driving sustained growth and performance enhancement across diverse sectors.
In a landscape marked by constant change, investment decisions are propelled by an acute awareness of operational dynamics and transformational potential. Laurel Mason utilizes her extensive expertise in corporate strategy to identify value creation opportunities that resonate with evolving market needs. Emphasizing innovation alongside efficiency, she actively engages in fostering strategic partnerships that amplify competitive positioning within the marketplace. Her focus on aligning business models with forward-looking trends underpins each decision-making process, ultimately driving sustained growth and performance enhancement across diverse sectors.
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:
46.49%
Gain +0.77%
Monthly
0.33%
Yearly
4.09%
Drawdown
24.52%
$918.46M
Equity
Holdings
$918.46M
Investment
$696.45M
$180.93M
Profit +$8.03M
Realized
-$41.08M
Unrealized
$222.01M
Dividends
$62.34M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.77%
Profit
$8.03M
Win %
92%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$728,844.2
Win %
92%
This Month
Compared to last month
Gain
-0.96%
Profit
-$8.94M
Win %
92%
This Year
Compared to last year
Gain
1.19%
Profit
$5.51M
Win %
87%
XLU Utilities Select Sector SPDR Fund
+1.08%
+$178,418.93 
IYR iShares U.S. Real Estate ETF
+0.91%
+$172,305.76 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$119,574.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$567,064.5 
IVV iShares Core S&P 500 ETF
+0.58%
+$444,840.54 
VOO Vanguard S&P 500 ETF
+0.58%
+$271,595.82 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2.06M 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$448,052 
TIP iShares TIPS Bond ETF
+0.01%
+$777.98 
Events
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Dividends
Dividend Analysis
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| Trades 177 | Longs Won 107/177 60% | Profit Factor 2.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.99M |
| Average Win $2.61M | Best Trade (Jun 12) $74.17M | Sharpe Ratio -8.44 |
| Average Loss -$1.4M | Worst Trade (Mar 31) -$21.68M | Z-Score 1.24 (78.52%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $1.02M |
| 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% | 0.02% | 1.77% |
| Consecutive Losing Trades | 654 | 589 | 524 | 458 | 393 | 327 | 262 | 196 | 131 | 65 |
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Returns
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Option values are updated at end of day.
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