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:
29.41%
Gain -2.11%
Monthly
0.99%
Yearly
12.55%
Drawdown
20.65%
$453.01M
Equity
Holdings
$453.01M
Investment
$363.09M
$117.62M
Profit -$6.28M
Realized
$27.7M
Unrealized
$89.92M
Dividends
$30.43M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.11%
Profit
-$6.28M
Win %
62%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$5.69M
Win %
62%
This Month
Compared to last month
Gain
-3.57%
Profit
-$16.78M
Win %
62%
This Year
Compared to last year
Gain
-3.57%
Profit
-$16.78M
Win %
65%
COHR Coherent Corp.
+8.26%
+$202,914.13 
AXTI AXT, Inc.
+7.95%
+$35,548.56 
MU Micron Technology, Inc.
+7.09%
+$162,876.03 
GLW Corning Incorporated
+3.83%
+$59,783.82 
CRS Carpenter Technology Corporation
+3.81%
+$31,443.76 
TSLA Tesla, Inc.
+3.54%
+$24,780.7 
ORCL Oracle Corporation
+3.45%
+$5,773.82 
GDX VanEck Gold Miners ETF
+3.36%
+$17,090.78 
FLUX Flux Power Holdings Inc.
+3.29%
+$2,076 
NEM Newmont Corporation
+2.86%
+$21,965.7 
CPER United States Copper Index Fund
+2.62%
+$77,091.54 
APH Amphenol Corporation
+2.6%
+$44,464.52 
SPMO Invesco S&P 500 Momentum ETF
+2.49%
+$71,006.4 
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$17,384.61 
EMC Global X Emerging Markets Great Consumer ETF
+2.46%
+$6,450.07 
IBIT iShares Bitcoin Trust
+2.45%
+$21,728.15 
MS Morgan Stanley
+2.41%
+$62,209.98 
CAT Caterpillar Inc.
+2.31%
+$27,765.28 
DFAE Dimensional Emerging Core Equity Market ETF
+2.29%
+$10,402.78 
YGLD Simplify Gold Strategy PLUS Income ETF
+2.23%
+$19,150.72 
GS The Goldman Sachs Group, Inc.
+2.11%
+$39,738.6 
ETHE Grayscale Ethereum Trust ETF
+1.73%
+$3,349.6 
GLD SPDR Gold Shares
+1.56%
+$109,045.02 
VWO Vanguard FTSE Emerging Markets ETF
+1.56%
+$27,036.52 
IAU iShares Gold Trust
+1.55%
+$64,302.03 
DBB Invesco DB Base Metals Fund
+1.47%
+$14,224.32 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$4,353.1 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.44%
+$18,891.32 
XOM Exxon Mobil Corporation
+1.4%
+$69,532.32 
AVGO Broadcom Inc.
+1.38%
+$35,760.29 
VEU Vanguard FTSE All-World ex-US ETF
+1.36%
+$4,530.5 
LLY Eli Lilly and Company
+1.35%
+$16,493.19 
HARD Simplify Commodities Strategy No K-1 ETF
+1.3%
+$21,731.23 
RTX RTX Corporation
+1.26%
+$24,611.37 
GEV GE Vernova Inc.
+1.23%
+$25,703.89 
SPHQ Invesco S&P 500 Quality ETF
+1.23%
+$145,125.76 
MRK Merck & Co., Inc.
+1.2%
+$6,545.11 
VONG Vanguard Russell 1000 Growth Fund
+1.2%
+$4,605.51 
EFA iShares MSCI EAFE ETF
+1.12%
+$10,324.7 
JPM JPMorgan Chase & Co.
+1.12%
+$46,223.1 
CSCO Cisco Systems, Inc.
+1.11%
+$15,170.4 
ABBV AbbVie Inc.
+1.03%
+$9,057.34 
NN NextNav Inc.
+1.01%
+$2,719.86 
DFAI Dimensional International Core Equity Market ETF
+1%
+$3,998.73 
NVDA NVIDIA Corporation
+0.97%
+$32,584.7 
VT Vanguard Total World Stock ETF
+0.93%
+$133,923.79 
IPKW Invesco International Buyback Achievers ETF
+0.9%
+$102,525.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.88%
+$1,745.38 
EMR Emerson Electric Co.
+0.86%
+$17,518.08 
IWM iShares Russell 2000 ETF
+0.85%
+$26,055 
GE General Electric Company
+0.85%
+$18,322.2 
CW Curtiss-Wright Corporation
+0.8%
+$4,629.21 
WFC Wells Fargo & Company
+0.8%
+$12,701.52 
JVAL JPMorgan U.S. Value Factor ETF
+0.76%
+$2,066.25 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.75%
+$3,341 
PFE Pfizer Inc.
+0.73%
+$3,674.88 
REIT ALPS Active REIT ETF
+0.71%
+$1,868.57 
FYLD Cambria Foreign Shareholder Yield ETF
+0.71%
+$29,586.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$15,842.56 
IVV iShares Core S&P 500 ETF
+0.66%
+$2,504.58 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$12,636.84 
WELL Welltower Inc.
+0.62%
+$18,942.93 
VOO Vanguard S&P 500 ETF
+0.62%
+$3,864.76 
VO Vanguard Mid-Cap ETF
+0.6%
+$4,320.76 
SBAR Simplify Barrier Income ETF
+0.59%
+$13,945.91 
JNJ Johnson & Johnson
+0.57%
+$23,466.36 
VHT Vanguard Health Care ETF
+0.57%
+$1,876.8 
SCHX Schwab U.S. Large-Cap ETF
+0.56%
+$5,883.07 
SVOL Simplify Volatility Premium ETF
+0.56%
+$10,714.59 
SMMD iShares Russell 2500 ETF
+0.55%
+$2,134.44 
OEF iShares S&P 100 ETF
+0.54%
+$6,724.23 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.5%
+$2,048.88 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.47%
+$5,997.42 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,838.9 
BMY Bristol-Myers Squibb Company
+0.42%
+$3,667.16 
IDV iShares International Select Dividend ETF
+0.4%
+$9,565.39 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$810.11 
XLE Energy Select Sector SPDR Fund
+0.27%
+$3,466.11 
LECO Lincoln Electric Holdings, Inc.
+0.23%
+$359,752.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.23%
+$794.21 
META Meta Platforms Inc Class A
+0.22%
+$4,995.2 
CDX Simplify High Yield ETF
+0.19%
+$30,891.48 
CVX Chevron Corporation
+0.19%
+$584.73 
BTZ BlackRock Credit Allocation Income Trust
+0.15%
+$369.07 
IWD iShares Russell 1000 Value ETF
+0.15%
+$629.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.13%
+$2,827.21 
CB Chubb Limited
+0.12%
+$514.09 
PFF iShares Preferred and Income Securities ETF
+0.12%
+$472.19 
T AT&T Inc.
+0.11%
+$280.9 
CZR Caesars Entertainment, Inc.
+0.08%
+$187.5 
WTBN WisdomTree Bianco Treasury Fund
+0.05%
+$2,826.67 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$712.03 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.02%
+$1,271.16 
AAPL Apple Inc.
+0.02%
+$816.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,130.36 
NSC Norfolk Southern Corporation
0%
+$4.5 
FTOH Franklin Ohio Municipal Income ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
+$0.76 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
PFG Principal Financial Group, Inc.
-2.37%
-$27,125.4 
NOC Northrop Grumman Corporation
-2.11%
-$24,862.5 
MCO Moody's Corporation
-1.72%
-$7,577.58 
MO Altria Group, Inc.
-1.56%
-$3,430.93 
TJX The TJX Companies, Inc.
-1.45%
-$36,480.92 
KEY KeyCorp
-1.31%
-$3,168.95 
ADP Automatic Data Processing Inc.
-1.28%
-$7,638.72 
PM Philip Morris International Inc.
-1.11%
-$17,381.08 
PG Procter & Gamble Co
-1.09%
-$17,962.6 
HD The Home Depot, Inc.
-1.08%
-$6,928.62 
WMT Walmart Inc.
-1.03%
-$33,855.36 
SHW The Sherwin-Williams Company
-0.99%
-$2,207.48 
AMZN Amazon.com Inc
-0.98%
-$36,763.62 
PAYX Paychex Inc.
-0.85%
-$2,165.8 
GILD Gilead Sciences Inc.
-0.83%
-$11,649 
STE STERIS plc
-0.79%
-$9,949.03 
COST Costco Wholesale Corporation
-0.75%
-$1,890 
GOOG Alphabet Inc
-0.72%
-$20,668.06 
GOOGL Alphabet Inc
-0.71%
-$1,898.54 
IBM International Business Machines Corporation
-0.7%
-$3,613.5 
PEP PepsiCo, Inc.
-0.59%
-$5,433.6 
CSX CSX Corporation
-0.58%
-$2,706.28 
MDT Medtronic plc
-0.5%
-$1,255.8 
DUK Duke Energy Corporation
-0.46%
-$4,041.44 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.46%
-$20,065.43 
FPE First Trust Preferred Securities and Income ETF
-0.45%
-$1,771.28 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.4%
-$7,910.07 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$1,694.59 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.37%
-$26,620.28 
AXP American Express Company
-0.36%
-$909.72 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.34%
-$4,234.32 
MCK McKesson Corporation
-0.32%
-$4,439.16 
ZBH Zimmer Biomet Holdings, Inc.
-0.3%
-$669.33 
MSFT Microsoft Corp.
-0.28%
-$9,904.53 
PLTR Palantir Technologies Inc.
-0.27%
-$3,927.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.25%
-$34.65 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$3,505.74 
FOXY Simplify Currency Strategy ETF
-0.22%
-$7,824.24 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$5,534.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.22%
-$3,605.75 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.2%
-$1,526.88 
AGGH Simplify Aggregate Bond ETF
-0.17%
-$14,634.27 
VIRC Virco Mfg. Corporation
-0.16%
-$292.65 
MTBA Simplify MBS ETF
-0.13%
-$4,163.25 
ABT Abbott Laboratories
-0.12%
-$490.56 
TIP iShares TIPS Bond ETF
-0.09%
-$343 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$1,888.15 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$2,483.5 
BNDX Vanguard Total International Bond ETF
-0.01%
-$29.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.01%
-$317.51 Events
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Dividends
Dividend Analysis
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| Trades 1556 | Longs Won 978/1556 62% | Profit Factor 6.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.62M |
| Average Win $143,630.09 | Best Trade (Jul 29) $77.48M | Sharpe Ratio -10.94 |
| Average Loss -$39,535.08 | Worst Trade (Jun 29) -$3.44M | Z-Score -3.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $75,590.59 |
| 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% | 0.31% | 6.51% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
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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 - $11.33M, SPDR Gold Shares - $4.63M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.69M, Simplify High Yield ETF - $2.55M, 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, Capital One Financial Corporation - $365,976.88, ProShares UltraShort 20+ Year Treasury - $357,621.61, iShares 7-10 Year Treasury Bond ETF - $274,592.55, and iShares U.S. Home Construction ETF - $223,794.29. 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 $30.43M earned over time. The largest contributors to dividend income include Lincoln Electric Holdings, Inc - $7.16M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.72M, Simplify High Yield ETF - $2.55M, Simplify Treasury Option Income ETF - $1.96M, and iShares 0-5 Year TIPS Bond ETF - $1.01M. 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.
