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
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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:
39.28%
Gain -0.13%
Monthly
0.46%
Yearly
5.68%
Drawdown
13.15%
$937.83M
Equity
Holdings
$937.83M
Investment
$696.45M
$209.45M
Profit -$1.13M
Realized
-$31.93M
Unrealized
$241.37M
Dividends
$67.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$1.13M
Win %
95%
This Week
Compared To Last Week
Gain
2.29%
Profit
$20.98M
Win %
95%
This Month
Compared to last month
Gain
2.29%
Profit
$20.98M
Win %
95%
This Year
Compared to last year
Gain
13.57%
Profit
$112.04M
Win %
87%
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$628,820.63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2.6M 
VOO Vanguard S&P 500 ETF
+0.71%
+$335,867.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$529,669.12 
DBA Invesco DB Agriculture Fund
+0.11%
+$9,501.42 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$73,077.35 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$116,441.58 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1.28M 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$115,054.61 
IYR iShares U.S. Real Estate ETF
-0.55%
-$106,317.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$88,106.97 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$86,683.25 
TIP iShares TIPS Bond ETF
-0.1%
-$17,115.56 Events
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Dividends
Dividend Analysis
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| Trades 177 | Longs Won 112/177 63% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.58M |
| Average Win $2.77M | Best Trade (Aug 06) $81.7M | Sharpe Ratio -8.8 |
| Average Loss -$1.55M | Worst Trade (Mar 31) -$21.68M | Z-Score 2.64 (99.16%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy $1.18M |
| 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% | 1.74% |
| Consecutive Losing Trades | 606 | 545 | 485 | 424 | 364 | 303 | 242 | 182 | 121 | 61 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Laurel Mason?
The largest contributions to the portfolio's profits come from the following stocks: Energy Select Sector SPDR Fund - $7.55M, SPDR S&P 500 ETF Trust - $6.32M, Vanguard S&P 500 ETF - $4.41M, iShares Core U.S. Aggregate Bond ETF - $4.32M, 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 - $1.99M, iShares TIPS Bond ETF - $1.82M, SPDR S&P MidCap 400 ETF Trust - $1.39M, Consumer Staples Select Sector SPDR Fund - $104,423.03, and Health Care Select Sector SPDR Fund - $27,555.47. 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 $67.02M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $24.19M, SPDR S&P 500 ETF Trust - $19.31M, iShares Core MSCI Emerging Markets ETF - $8.51M, iShares Core U.S. Aggregate Bond ETF - $3.35M, and iShares TIPS Bond ETF - $2.18M. 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.
