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:
41.54%
Gain -0.16%
Monthly
0.42%
Yearly
5.11%
Drawdown
13.15%
$1.05B
Equity
Holdings
$1.05B
Investment
$825.21M
$195.27M
Profit -$1.43M
Realized
-$29.18M
Unrealized
$224.45M
Dividends
$69.44M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$1.43M
Win %
75%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$10.84M
Win %
75%
This Month
Compared to last month
Gain
0.28%
Profit
$2.93M
Win %
75%
This Year
Compared to last year
Gain
0.39%
Profit
$4.11M
Win %
73%
XHB SPDR S&P Homebuilders ETF
+2.79%
+$432,263.23 
XLV Health Care Select Sector SPDR Fund
+2.47%
+$516,325.6 
XLP Consumer Staples Select Sector SPDR Fund
+2.39%
+$471,542.7 
XLB Materials Select Sector SPDR Fund
+1.19%
+$222,578.68 
IYR iShares U.S. Real Estate ETF
+1.01%
+$180,546.1 
AGG iShares Core U.S. Aggregate Bond ETF
+0.75%
+$137,172.71 
TIP iShares TIPS Bond ETF
+0.61%
+$225,272.7 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$404,311.68 
DBA Invesco DB Agriculture Fund
+0.16%
+$12,991.68 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$2.03M 
XLE Energy Select Sector SPDR Fund
-1.48%
-$357,183 
XLU Utilities Select Sector SPDR Fund
-0.55%
-$96,847.71 
IVV iShares Core S&P 500 ETF
-0.32%
-$283,051.62 
VOO Vanguard S&P 500 ETF
-0.31%
-$136,763.02 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$1.14M 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$1,374.25 Events
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Dividends
Dividend Analysis
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| Trades 193 | Longs Won 116/193 60% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.05M |
| Average Win $2.61M | Best Trade (Oct 14) $82.48M | Sharpe Ratio -8.75 |
| Average Loss -$1.39M | Worst Trade (Mar 31) -$21.68M | Z-Score 0.14 (11.26%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $1.01M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.13% |
| Consecutive Losing Trades | 753 | 678 | 602 | 527 | 452 | 377 | 301 | 226 | 151 | 75 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 193,201 | $19.18M | $18.46M | - | -$722,571.74 | -3.77% | +0.749% |
| DBA Invesco DB Agriculture Fund | 288,704 | $7.37M | $8.17M | - | $804,040.64 | 10.91% | +0.159% |
| IEFA iShares Core MSCI EAFE ETF | 2.38M | $184.37M | $228.41M | - | $44.04M | 23.89% | +0.177% |
| IEMG iShares Core MSCI Emerging Markets ETF | 1.32M | $83.52M | $102.06M | - | $18.54M | 22.2% | -1.946% |
| IVV iShares Core S&P 500 ETF | 115,530 | $70.45M | $89.03M | - | $18.58M | 26.38% | -0.317% |
| IYR iShares U.S. Real Estate ETF | 186,130 | $17.62M | $18.04M | - | $413,812.26 | 2.35% | +1.011% |
| MDY SPDR S&P MidCap 400 ETF Trust | 27,485 | $19.33M | $18.13M | - | -$1.21M | -6.24% | -0.008% |
| SPY SPDR S&P 500 ETF Trust | 481,148 | $240.92M | $369.16M | - | $128.24M | 53.23% | -0.307% |
| TIP iShares TIPS Bond ETF | 349,260 | $38.29M | $36.83M | - | -$1.46M | -3.81% | +0.615% |
| VOO Vanguard S&P 500 ETF | 61,884 | $34.37M | $43.64M | - | $9.27M | 26.97% | -0.312% |
| XHB SPDR S&P Homebuilders ETF | 166,897 | $18.18M | $15.93M | - | -$2.25M | -12.38% | +2.79% |
| XLB Materials Select Sector SPDR Fund | 377,252 | $19.18M | $18.96M | - | -$215,033.64 | -1.12% | +1.188% |
| XLE Energy Select Sector SPDR Fund | 357,183 | $18.97M | $23.8M | - | $4.83M | 25.46% | -1.479% |
| XLP Consumer Staples Select Sector SPDR Fund | 228,904 | $18.43M | $20.17M | - | $1.74M | 9.47% | +2.394% |
| XLU Utilities Select Sector SPDR Fund | 421,077 | $17.43M | $17.47M | - | $37,447.96 | 0.21% | -0.551% |
| XLV Health Care Select Sector SPDR Fund | 120,076 | $17.61M | $21.4M | - | $3.8M | 21.58% | +2.472% |
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FAQ
Which stocks have generated the highest profits for Laurel Mason?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $8.57M, Energy Select Sector SPDR Fund - $7.69M, Vanguard S&P 500 ETF - $5.93M, iShares Core U.S. Aggregate Bond ETF - $4.24M, and iShares Core MSCI EAFE ETF - $4.2M. 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: SPDR S&P Homebuilders ETF - $1.9M, iShares TIPS Bond ETF - $1.46M, and SPDR S&P MidCap 400 ETF Trust - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laurel Mason's portfolio generate?
The portfolio generates substantial dividend income, with a total of $69.44M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $24.19M, SPDR S&P 500 ETF Trust - $20.22M, iShares Core MSCI Emerging Markets ETF - $8.51M, iShares Core U.S. Aggregate Bond ETF - $3.31M, and iShares TIPS Bond ETF - $2.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laurel Mason's monthly returns?
Laurel Mason's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Laurel Mason's strategy be considered aggressive or moderate?
Laurel Mason's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Laurel Mason's strategy?
Laurel Mason's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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