Richard W. Lowrie Portfolio
Invests via Park Edge Advisors LLC | Managed by Richard W. Lowrie, Gavin Gewecke
Invests via Park Edge Advisors LLC
Managed by Richard W. Lowrie, Gavin Gewecke
Automatically Tracked
Richard W. Lowrie Profile
With an extensive background in finance and strategic consulting, Richard W. Lowrie has established a strong reputation as an operating executive focused on growth-oriented ventures. His career reflects substantial contributions to both public and private organizations, where he has led transformative initiatives that enhance operational efficiency and market competitiveness. Leveraging his deep expertise in corporate strategy and organizational development, he plays a critical role in guiding businesses through pivotal stages of expansion and consolidation. His insight into emerging trends positions him as a valuable asset for firms aiming to navigate complex market dynamics effectively.
With an extensive background in finance and strategic consulting, Richard W. Lowrie has established a strong reputation as an operating executive focused on growth-oriented ventures. His career reflects substantial contributions to both public and private organizations, where he has led transformative initiatives that enhance operational efficiency and market competitiveness. Leveraging his deep expertise in corporate strategy and organizational development, he plays a critical role in guiding businesses through pivotal stages of expansion and consolidation. His insight into emerging trends positions him as a valuable asset for firms aiming to navigate complex market dynamics effectively.
Investment Philosophy & Strategy
Capitalizing on emerging opportunities within evolving markets, Richard W. Lowrie applies his extensive leadership background to foster innovative business strategies. With a keen eye for operational improvement, he focuses on scaling ventures that demonstrate growth potential while maintaining competitive advantages. His ability to integrate market insights into strategic planning empowers organizations to adapt effectively and thrive amid change. Through targeted investment in sectors poised for disruption, he aims to deliver value by enhancing efficiency and driving transformative initiatives that resonate with both stakeholders and consumers.
Capitalizing on emerging opportunities within evolving markets, Richard W. Lowrie applies his extensive leadership background to foster innovative business strategies. With a keen eye for operational improvement, he focuses on scaling ventures that demonstrate growth potential while maintaining competitive advantages. His ability to integrate market insights into strategic planning empowers organizations to adapt effectively and thrive amid change. Through targeted investment in sectors poised for disruption, he aims to deliver value by enhancing efficiency and driving transformative initiatives that resonate with both stakeholders and consumers.
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:
40.64%
Gain -0.84%
Monthly
1%
Yearly
12.71%
Drawdown
20.88%
$462.96M
Equity
Holdings
$462.96M
Investment
$363.09M
$125.01M
Profit -$3.07M
Realized
$25.14M
Unrealized
$99.87M
Dividends
$31.27M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$3.07M
Win %
63%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$3.07M
Win %
63%
This Month
Compared to last month
Gain
-4.47%
Profit
-$21.68M
Win %
63%
This Year
Compared to last year
Gain
-1.45%
Profit
-$6.83M
Win %
65%
PLTR Palantir Technologies Inc.
+4.13%
+$73,370.38 
MCK McKesson Corporation
+3.23%
+$47,660.38 
ZBH Zimmer Biomet Holdings, Inc.
+3.23%
+$7,486.58 
MDT Medtronic plc
+3.21%
+$8,715.85 
ADP Automatic Data Processing Inc.
+3.12%
+$19,528.96 
GOOGL Alphabet Inc
+3.08%
+$7,976.16 
GOOG Alphabet Inc
+2.97%
+$80,963.07 
META Meta Platforms Inc Class A
+2.91%
+$67,185.34 
IBM International Business Machines Corporation
+2.71%
+$15,899.42 
PAYX Paychex Inc.
+2.4%
+$6,143.8 
IBIT iShares Bitcoin Trust
+2.4%
+$25,209.45 
MO Altria Group, Inc.
+2.32%
+$4,712 
MSFT Microsoft Corp.
+2.27%
+$100,606.82 
WMT Walmart Inc.
+2.27%
+$71,228.16 
NN NextNav Inc.
+2.24%
+$7,113.48 
T AT&T Inc.
+2.07%
+$6,067.45 
LLY Eli Lilly and Company
+2.04%
+$24,084.75 
GILD Gilead Sciences Inc.
+1.86%
+$28,275.3 
NOC Northrop Grumman Corporation
+1.74%
+$20,362.57 
ABBV AbbVie Inc.
+1.73%
+$15,349.08 
PM Philip Morris International Inc.
+1.7%
+$26,315.3 
COST Costco Wholesale Corporation
+1.58%
+$3,871.8 
VHT Vanguard Health Care ETF
+1.41%
+$4,835.52 
STE STERIS plc
+1.19%
+$14,805.75 
HD The Home Depot, Inc.
+1%
+$5,966.81 
AXP American Express Company
+0.89%
+$2,079.36 
ABT Abbott Laboratories
+0.87%
+$3,638.32 
CB Chubb Limited
+0.85%
+$3,537.36 
BMY Bristol-Myers Squibb Company
+0.73%
+$6,687.16 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.72%
+$5,598.56 
SHW The Sherwin-Williams Company
+0.71%
+$1,591.59 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$14,035.77 
JNJ Johnson & Johnson
+0.58%
+$25,373.69 
AAPL Apple Inc.
+0.54%
+$24,349.51 
PG Procter & Gamble Co
+0.52%
+$8,320.1 
PFG Principal Financial Group, Inc.
+0.48%
+$5,680.98 
MRK Merck & Co., Inc.
+0.44%
+$2,758.18 
MCO Moody's Corporation
+0.38%
+$1,590.68 
KEY KeyCorp
+0.3%
+$675.35 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$27.23 
FOXY Simplify Currency Strategy ETF
+0.18%
+$6,018.65 
ETHE Grayscale Ethereum Trust ETF
+0.17%
+$442.4 
NSC Norfolk Southern Corporation
+0.16%
+$450.01 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.14%
+$2,772.29 
FYLD Cambria Foreign Shareholder Yield ETF
+0.12%
+$5,478.9 
TJX The TJX Companies, Inc.
+0.12%
+$2,421.35 
PFE Pfizer Inc.
+0.05%
+$306.24 
BTZ BlackRock Credit Allocation Income Trust
+0.05%
+$123.03 
PEP PepsiCo, Inc.
+0.04%
+$407.45 
CZR Caesars Entertainment, Inc.
+0.03%
+$75 
TIP iShares TIPS Bond ETF
+0.03%
+$120.05 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$712.03 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.02%
+$873.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$565.18 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$671.22 
AGGH Simplify Aggregate Bond ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
FTOH Franklin Ohio Municipal Income ETF
0%
$0 
GLW Corning Incorporated
-14.06%
-$238,624.68 
COHR Coherent Corp.
-11.78%
-$309,665.73 
AXTI AXT, Inc.
-11.18%
-$66,332.88 
GEV GE Vernova Inc.
-8.66%
-$160,577.34 
APH Amphenol Corporation
-5.64%
-$215,158.24 
CRS Carpenter Technology Corporation
-5.43%
-$35,738.3 
AVGO Broadcom Inc.
-4.79%
-$118,312.85 
MU Micron Technology, Inc.
-4.76%
-$123,344.68 
ORCL Oracle Corporation
-4.42%
-$9,143.03 
CAT Caterpillar Inc.
-4.15%
-$47,246.11 
GS The Goldman Sachs Group, Inc.
-3.97%
-$72,866.07 
MS Morgan Stanley
-3.4%
-$89,098.38 
GDX VanEck Gold Miners ETF
-3.09%
-$21,542.99 
NEM Newmont Corporation
-2.92%
-$31,871.8 
NVDA NVIDIA Corporation
-2.85%
-$102,197.81 
EMR Emerson Electric Co.
-2.59%
-$58,666.92 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$75,542.92 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$18,879.47 
FLUX Flux Power Holdings Inc.
-2.48%
-$1,424.12 
YGLD Simplify Gold Strategy PLUS Income ETF
-2.22%
-$20,746.16 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$10,646.12 
EMC Global X Emerging Markets Great Consumer ETF
-2.18%
-$6,096.7 
CPER United States Copper Index Fund
-2.16%
-$64,818.26 
GE General Electric Company
-1.98%
-$40,561.56 
WFC Wells Fargo & Company
-1.94%
-$32,214 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$27,014.82 
JPM JPMorgan Chase & Co.
-1.72%
-$74,785.32 
CSCO Cisco Systems, Inc.
-1.65%
-$22,910.4 
CW Curtiss-Wright Corporation
-1.46%
-$6,666.7 
TSLA Tesla, Inc.
-1.4%
-$9,707.52 
GLD SPDR Gold Shares
-1.35%
-$102,347.12 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$31,547.79 
RTX RTX Corporation
-1.32%
-$26,265.4 
IAU iShares Gold Trust
-1.29%
-$57,981.75 
AMZN Amazon.com Inc
-1.22%
-$47,021.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$2,368.73 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$16,039.8 
DBB Invesco DB Base Metals Fund
-1.16%
-$11,656.04 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$20,824.98 
XLE Energy Select Sector SPDR Fund
-1.13%
-$16,436.07 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$3,874.5 
CVX Chevron Corporation
-0.94%
-$3,220.02 
XOM Exxon Mobil Corporation
-0.85%
-$47,469.51 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$98,225.02 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$3,419 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$3,301.85 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.74%
-$45,761.76 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,957.15 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$2,663.05 
EFA iShares MSCI EAFE ETF
-0.65%
-$6,239.71 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$2,591.62 
VT Vanguard Total World Stock ETF
-0.62%
-$93,653 
LECO Lincoln Electric Holdings, Inc.
-0.59%
-$943,560.28 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$2,389.49 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$1,732.62 
REIT ALPS Active REIT ETF
-0.56%
-$1,378.24 
JVAL JPMorgan U.S. Value Factor ETF
-0.48%
-$1,353.75 
DUK Duke Energy Corporation
-0.45%
-$3,727.88 
HARD Simplify Commodities Strategy No K-1 ETF
-0.43%
-$8,226.07 
VO Vanguard Mid-Cap ETF
-0.43%
-$3,143.35 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.4%
-$5,133.18 
CSX CSX Corporation
-0.38%
-$1,726.42 
FPE First Trust Preferred Securities and Income ETF
-0.37%
-$1,439.16 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.36%
-$4,704.8 
CDX Simplify High Yield ETF
-0.36%
-$57,380.92 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$981.25 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$6,878.23 
VOO Vanguard S&P 500 ETF
-0.34%
-$2,166.48 
IDV iShares International Select Dividend ETF
-0.33%
-$8,440.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$7,831.94 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,257.35 
WELL Welltower Inc.
-0.3%
-$8,790.51 
OEF iShares S&P 100 ETF
-0.29%
-$3,832.64 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$3,030.68 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$1,137.98 
SMMD iShares Russell 2500 ETF
-0.25%
-$980.1 
VIRC Virco Mfg. Corporation
-0.24%
-$436.05 
IWM iShares Russell 2000 ETF
-0.19%
-$5,680.09 
IPKW Invesco International Buyback Achievers ETF
-0.17%
-$20,528.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$486.54 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$6,667.71 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.1%
-$7,098.74 
BNDX Vanguard Total International Bond ETF
-0.09%
-$232.8 
WTBN WisdomTree Bianco Treasury Fund
-0.06%
-$3,504.14 
IWD iShares Russell 1000 Value ETF
-0.03%
-$139.84 
MTBA Simplify MBS ETF
-0.03%
-$960.75 
SVOL Simplify Volatility Premium ETF
-0.03%
-$595.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$679.73 
SBAR Simplify Barrier Income ETF
-0.02%
-$461.79 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$38.08 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$49.4 Events
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Dividends
Dividend Analysis
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| Trades 1556 | Longs Won 1004/1556 64% | Profit Factor 5.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $150,206.86 | Best Trade (Aug 28) $91.67M | Sharpe Ratio -10.9 |
| Average Loss -$46,738.26 | Worst Trade (Jun 29) -$3.44M | Z-Score 3.28 (99.89%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $80,339.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.38% | 7.17% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,603 | $2.47M | $4.54M | - | $2.08M | 84.05% | +0.539% |
| ABBV AbbVie Inc. | 3,457 | $786,270.88 | $904,212.92 | - | $117,942.04 | 15% | +1.727% |
| ABT Abbott Laboratories | 4,088 | $444,054.87 | $420,409.92 | - | -$23,644.95 | -5.32% | +0.873% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 17,822 | $1.09M | $1.36M | - | $274,631.8 | 25.29% | -1.165% |
| ADP Automatic Data Processing Inc. | 2,336 | $554,731.22 | $646,184.32 | - | $91,453.1 | 16.49% | +3.116% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 174,786 | $4.39M | $4.31M | - | -$84,378.36 | -1.92% | +0.02% |
| AGGH Simplify Aggregate Bond ETF | 418,122 | $8.63M | $8.13M | - | -$496,305.52 | -5.75% | 0.0 |
| AMZN Amazon.com Inc | 14,975 | $2.11M | $3.8M | - | $1.68M | 79.72% | -1.223% |
| APH Amphenol Corporation | 45,488 | $2.01M | $3.6M | - | $1.6M | 79.65% | -5.636% |
| AVGO Broadcom Inc. | 6,831 | $1.54M | $2.35M | - | $809,697.59 | 52.42% | -4.785% |
| AXP American Express Company | 722 | $202,114.85 | $236,505.54 | - | $34,390.69 | 17.02% | +0.887% |
| AXTI AXT, Inc. | 9,162 | $12,918.42 | $527,089.86 | - | $514,171.44 | 3,980.14% | -11.178% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 113,036 | $10.36M | $10.34M | - | -$15,825.03 | -0.15% | +0.005% |
| BMY Bristol-Myers Squibb Company | 14,381 | $1.03M | $921,894 | - | -$112,818.58 | -10.9% | +0.731% |
| BNDX Vanguard Total International Bond ETF | 5,820 | $279,663.38 | $273,249 | - | -$6,414.38 | -2.29% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 2,946 | $1.44M | $1.48M | - | $41,477.74 | 2.89% | -1.797% |
| BTZ BlackRock Credit Allocation Income Trust | 24,605 | $265,680.33 | $238,791.52 | - | -$26,888.81 | -10.12% | +0.052% |
| BUCK Simplify Treasury Option Income ETF | 142,406 | $3.54M | $3.32M | - | -$216,833.2 | -6.13% | +0.021% |
| BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | 47,048 | $1.29M | $1.28M | - | -$5,645.77 | -0.44% | -0.365% |
| CAT Caterpillar Inc. | 1,390 | $1.48M | $1.09M | - | -$389,644.8 | -26.32% | -4.152% |
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FAQ
Which stocks have generated the highest profits for Richard W. Lowrie?
The largest contributions to the portfolio's profits come from the following stocks: Lincoln Electric Holdings, Inc - $10.93M, SPDR Gold Shares - $4.63M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.75M, Simplify High Yield ETF - $2.75M, and AXT, Inc - $2.38M. 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: Paragon 28 Inc - $3.51M, ProShares VIX Short-Term Futures ETF - $586,773.3, ProShares Short QQQ - $446,398.45, Capital One Financial Corporation - $365,976.88, and ProShares UltraShort 20+ Year Treasury - $306,841.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard W. Lowrie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.27M earned over time. The largest contributors to dividend income include Lincoln Electric Holdings, Inc - $6.76M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.78M, Simplify High Yield ETF - $2.75M, Simplify Treasury Option Income ETF - $1.99M, and iShares 0-5 Year TIPS Bond ETF - $1.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard W. Lowrie's monthly returns?
Richard W. Lowrie'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 Richard W. Lowrie's strategy be considered aggressive or moderate?
Richard W. Lowrie's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Richard W. Lowrie's strategy?
Richard W. Lowrie's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
