RWL
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:
16.48%
Gain +0.01%
Monthly
0.68%
Yearly
8.42%
Drawdown
18.27%
$447.62M
Equity
Holdings
$447.62M
Investment
$342.9M
$130.9M
Profit +$32,961.52
Realized
$23.32M
Unrealized
$107.58M
Dividends
$28.95M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$32,961.52
Win %
69%
This Week
Compared To Last Week
Gain
0.01%
Profit
$32,961.52
Win %
69%
This Month
Compared to last month
Gain
-0.8%
Profit
-$3.59M
Win %
69%
This Year
Compared to last year
Gain
-4%
Profit
-$16.95M
Win %
70%
AXTI AXT, Inc.
+10.01%
+$130,054.08 
COHR Coherent Corp.
+5.9%
+$213,298.89 
VIRC Virco Mfg. Corporation
+5.37%
+$9,609.27 
REAL The RealReal, Inc.
+4.47%
+$4,413.64 
GEV GE Vernova Inc.
+3.73%
+$63,235.27 
GDX VanEck Gold Miners ETF
+2.97%
+$19,595.72 
NEM Newmont Corporation
+2.71%
+$26,917.44 
GS The Goldman Sachs Group, Inc.
+2.62%
+$47,903.35 
T AT&T Inc.
+2.52%
+$6,940.28 
JPM JPMorgan Chase & Co.
+2.31%
+$97,366.54 
AXP American Express Company
+2.18%
+$6,373.16 
PM Philip Morris International Inc.
+1.95%
+$6,572.86 
TSLA Tesla, Inc.
+1.82%
+$19,998.16 
WELL Welltower Inc.
+1.69%
+$19,405.56 
KEY KeyCorp
+1.66%
+$3,844.3 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$3,544.97 
WFC Wells Fargo & Company
+1.61%
+$21,648.41 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$6,498.84 
COF Capital One Financial Corporation
+1.48%
+$16,920.14 
PAYX Paychex Inc.
+1.37%
+$3,005.6 
MCO Moody's Corporation
+1.36%
+$6,633 
ABBV AbbVie Inc.
+1.32%
+$28,362.72 
PFG Principal Financial Group, Inc.
+1.3%
+$14,637.48 
SVOL Simplify Volatility Premium ETF
+1.14%
+$17,581.14 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$20,040.2 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$23,652.53 
NSC Norfolk Southern Corporation
+1.09%
+$3,042 
JNJ Johnson & Johnson
+1.07%
+$27,233.88 
DBB Invesco DB Base Metals Fund
+1.06%
+$9,277.74 
V Visa Inc. Class A
+1.05%
+$15,594.56 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$59,000.48 
IWD iShares Russell 1000 Value ETF
+0.98%
+$4,107.8 
SMMD iShares Russell 2500 ETF
+0.98%
+$2,967.57 
VO Vanguard Mid-Cap ETF
+0.97%
+$6,911.49 
REIT ALPS Active REIT ETF
+0.97%
+$2,349.97 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.94%
+$25,825.7 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$3,836.99 
JVAL JPMorgan U.S. Value Factor ETF
+0.92%
+$2,517.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$19,045.46 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,990.8 
PG Procter & Gamble Co
+0.86%
+$15,172.69 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,614 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,180.79 
GE General Electric Company
+0.76%
+$15,658.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$12,771.06 
CVX Chevron Corporation
+0.75%
+$2,242.78 
XLE Energy Select Sector SPDR Fund
+0.75%
+$11,597.1 
HD The Home Depot, Inc.
+0.73%
+$4,524.38 
MA Mastercard Incorporated
+0.71%
+$5,933.7 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$19,213.38 
EMR Emerson Electric Co.
+0.69%
+$14,610.98 
COST Costco Wholesale Corporation
+0.68%
+$1,798.19 
MS Morgan Stanley
+0.65%
+$16,784.85 
DUK Duke Energy Corporation
+0.63%
+$2,541.24 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,156.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$12,415.62 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$2,960.2 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,478.55 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$10,625.34 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,422.5 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.5%
+$3,689.96 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,991.7 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$2,105.01 
GOOG Alphabet Inc
+0.45%
+$9,656 
WMT Walmart Inc.
+0.45%
+$16,981.95 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,490.94 
EMC Global X Emerging Markets Great Consumer ETF
+0.43%
+$1,192.8 
CSX CSX Corporation
+0.42%
+$1,866.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$11,299.52 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,307.63 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.4%
+$4,916.01 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,318.68 
PEP PepsiCo, Inc.
+0.38%
+$3,667.68 
IDV iShares International Select Dividend ETF
+0.32%
+$7,550.9 
XOM Exxon Mobil Corporation
+0.28%
+$13,670.93 
EFA iShares MSCI EAFE ETF
+0.28%
+$2,502.96 
FOXY Simplify Currency Strategy ETF
+0.28%
+$10,268.85 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.26%
+$3,320.78 
OEF iShares S&P 100 ETF
+0.24%
+$5,725.75 
SBAR Simplify Barrier Income ETF
+0.24%
+$4,889.22 
FYLD Cambria Foreign Shareholder Yield ETF
+0.21%
+$2,599.92 
ADP Automatic Data Processing Inc.
+0.2%
+$1,181.87 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$315,572 
BNDX Vanguard Total International Bond ETF
+0.17%
+$463.12 
STE STERIS plc
+0.16%
+$1,794.86 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$667.95 
YGLD Simplify Gold Strategy PLUS Income ETF
+0.16%
+$1,990.28 
NVDA NVIDIA Corporation
+0.16%
+$5,054.4 
PFE Pfizer Inc.
+0.15%
+$895.92 
SHW The Sherwin-Williams Company
+0.13%
+$283.71 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$210.6 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$437.66 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$407.29 
CW Curtiss-Wright Corporation
+0.1%
+$636.81 
MSFT Microsoft Corp.
+0.1%
+$3,226.32 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$5,463.72 
IAU iShares Gold Trust
+0.08%
+$3,335.22 
CB Chubb Limited
+0.06%
+$257.06 
GLD SPDR Gold Shares
+0.06%
+$5,811.96 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$1,400.46 
TJX The TJX Companies, Inc.
+0.04%
+$1,149.89 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$12,148.83 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$148.5 
IPKW Invesco International Buyback Achievers ETF
+0.02%
+$1,435.61 
ORCL Oracle Corporation
+0.02%
+$267.45 
TIP iShares TIPS Bond ETF
+0.01%
+$27.91 
BTZ BlackRock Credit Allocation Income Trust
0%
$0 
FLUX Flux Power Holdings Inc.
-7.24%
-$6,602.64 
NN NextNav Inc.
-5.62%
-$28,853.76 
CRON Cronos Group Inc.
-2.54%
-$744.59 
LLY Eli Lilly and Company
-2.41%
-$27,474.8 
PLTR Palantir Technologies Inc.
-2.36%
-$18,972.61 
ABT Abbott Laboratories
-1.64%
-$5,935.86 
AAPL Apple Inc.
-1.52%
-$63,774 
MRK Merck & Co., Inc.
-1.42%
-$7,144.37 
LFST LifeStance Health Group, Inc.
-1.28%
-$1,243.11 
HARD Simplify Commodities Strategy No K-1 ETF
-1.27%
-$21,931.72 
AMZN Amazon.com Inc
-1.23%
-$41,380.66 
NFLX Netflix, Inc.
-1.14%
-$15,677.94 
ETHE Grayscale Ethereum Trust ETF
-0.96%
-$1,643.2 
IBM International Business Machines Corporation
-0.95%
-$19,619.52 
AVGO Broadcom Inc.
-0.91%
-$27,622.02 
BSX Boston Scientific Corporation
-0.55%
-$4,409.08 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,781.11 
NOC Northrop Grumman Corporation
-0.4%
-$4,927.5 
RTX RTX Corporation
-0.37%
-$5,632.52 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.27%
-$20,909.68 
META Meta Platforms Inc Class A
-0.26%
-$6,045.09 
AGGH Simplify Aggregate Bond ETF
-0.17%
-$14,350.67 
CRS Carpenter Technology Corporation
-0.17%
-$1,426.59 
MDT Medtronic plc
-0.16%
-$388.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$2,056.62 
FTOH Franklin Ohio Municipal Income ETF
-0.12%
-$471.86 
VHT Vanguard Health Care ETF
-0.12%
-$370.94 
CDX Simplify High Yield ETF
-0.09%
-$15,118.72 
MTBA Simplify MBS ETF
-0.06%
-$1,841.13 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.06%
-$2,588.8 
WTBN WisdomTree Bianco Treasury Fund
-0.06%
-$3,413.24 
IBIT iShares Bitcoin Trust
-0.03%
-$231.48 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$758.81 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$2,613.72 Events
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Dividends
Dividend Analysis
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| Trades 1435 | Longs Won 936/1435 65% | Profit Factor 8.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.91M |
| Average Win $158,586.02 | Best Trade (Jun 14) $71.8M | Sharpe Ratio -8.12 |
| Average Loss -$35,136.02 | Worst Trade (Jun 29) -$3.44M | Z-Score 3.76 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $91,222.05 |
| 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% | 0.03% | 0.67% | 9.42% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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