LOM Asset Management Ltd. Portfolio
Invests via LOM Asset Management Ltd. | Managed by Bryan Dooley, CFA
Invests via LOM Asset Management Ltd.
Managed by Bryan Dooley, CFA
Automatically Tracked
Company Profile
Specialist provider of asset management services focused on fixed income and multi-asset solutions for institutional and high-net-worth clients, LOM Asset Management Ltd. manages discretionary mandates and pooled funds across emerging-market and European strategies. The firm emphasizes risk-adjusted returns, institutional-grade reporting, and distribution through private banks and wealth platforms.
Specialist provider of asset management services focused on fixed income and multi-asset solutions for institutional and high-net-worth clients, LOM Asset Management Ltd. manages discretionary mandates and pooled funds across emerging-market and European strategies. The firm emphasizes risk-adjusted returns, institutional-grade reporting, and distribution through private banks and wealth platforms.
Investment Philosophy & Strategy
Pursues disciplined, income-oriented fixed-income and multi-asset strategies that prioritize risk-adjusted returns for institutional and HNW clients. Allocates capital across sovereign, corporate and emerging-market debt with emphasis on credit selection, duration management and liquidity preservation. Employs bottom-up credit underwriting complemented by macro top-down overlays to navigate market cycles. Favors diversified pooled funds and bespoke mandates distributed via private banks, balancing yield enhancement and capital protection through active risk controls, transparent reporting and conservative leverage limits to preserve long-term real returns.
Pursues disciplined, income-oriented fixed-income and multi-asset strategies that prioritize risk-adjusted returns for institutional and HNW clients. Allocates capital across sovereign, corporate and emerging-market debt with emphasis on credit selection, duration management and liquidity preservation. Employs bottom-up credit underwriting complemented by macro top-down overlays to navigate market cycles. Favors diversified pooled funds and bespoke mandates distributed via private banks, balancing yield enhancement and capital protection through active risk controls, transparent reporting and conservative leverage limits to preserve long-term real returns.
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:
29.12%
Gain -0.29%
Monthly
1.66%
Yearly
21.8%
Drawdown
8.9%
$383.07M
Equity
Holdings
$383.07M
Investment
$305.1M
$84.71M
Profit -$1.06M
Realized
$6.74M
Unrealized
$77.97M
Dividends
$6.26M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$1.06M
Win %
73%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$3.77M
Win %
73%
This Month
Compared to last month
Gain
0.98%
Profit
$3.72M
Win %
73%
This Year
Compared to last year
Gain
0.53%
Profit
$2.05M
Win %
72%
NEWP New Pacific Metals Corp.
+5.45%
+$12,920 
MG Mistras Group Inc
+4.35%
+$2,700 
HONA Honeywell Aerospace Inc.
+4%
+$59,200.86 
VSNT Versant Media Group, Inc.
+3.04%
+$10.45 
OIS Oil States International Inc.
+2.9%
+$1,301.57 
NI NiSource Inc.
+2.81%
+$18,205.04 
KGEI Kolibri Global Energy Inc.
+2.64%
+$1,050 
NGG National Grid plc Sponsored ADR
+2.54%
+$31,967.04 
BP BP p.l.c. Sponsored ADR
+2.51%
+$413.1 
NC NACCO Industries Inc.
+2.42%
+$1,483.3 
NOC Northrop Grumman Corporation
+2.39%
+$26,495.7 
RTX RTX Corporation
+2.39%
+$97,542.39 
CNQ Canadian Natural Resources Limited
+2.35%
+$976 
LMT Lockheed Martin Corporation
+2.27%
+$16,439.33 
COP ConocoPhillips
+2.22%
+$21,105 
IBN ICICI Bank Limited Sponsored ADR
+2.16%
+$1,016 
UL Unilever PLC Sponsored American Depositary Receipt
+2.1%
+$29,594.96 
SHEL Shell plc
+2.06%
+$20,298.9 
TRP TC Energy Corporation
+2.03%
+$1,633.5 
PEP PepsiCo, Inc.
+2.01%
+$38,419 
AEP American Electric Power Company, Inc.
+1.94%
+$41,551.18 
BOOM DMC Global Inc.
+1.89%
+$424.84 
AMPY Amplify Energy Corp.
+1.84%
+$720 
USB U.S. Bancorp
+1.83%
+$27,911.1 
TJX The TJX Companies, Inc.
+1.8%
+$80,635.95 
CMCSA Comcast Corp
+1.77%
+$2,525.6 
NEM Newmont Corporation
+1.74%
+$28,542 
EXC Exelon Corporation
+1.72%
+$5,986 
SO The Southern Company
+1.69%
+$4,552.65 
OIH VanEck Oil Services ETF
+1.67%
+$6,300 
C Citigroup Inc.
+1.66%
+$612 
DUK Duke Energy Corporation
+1.61%
+$26,112 
WEC WEC Energy Group Inc.
+1.61%
+$16,161.2 
CVX Chevron Corporation
+1.55%
+$78,108.76 
MDLZ Mondelez International, Inc.
+1.54%
+$28,767.32 
AMT American Tower Corporation
+1.53%
+$3,293.53 
JPM JPMorgan Chase & Co.
+1.53%
+$112,322.56 
FTS Fortis Inc.
+1.52%
+$693.05 
CVE Cenovus Energy Inc.
+1.47%
+$399.5 
IXC iShares Global Energy ETF
+1.47%
+$9,387 
XLE Energy Select Sector SPDR Fund
+1.47%
+$65,863.2 
IAG Iamgold Corporation
+1.46%
+$768.04 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.44%
+$8,570.5 
COF Capital One Financial Corporation
+1.44%
+$329.48 
LHX L3Harris Technologies, Inc.
+1.44%
+$21,780.7 
GM General Motors Company
+1.37%
+$264.5 
KO The Coca-Cola Company
+1.36%
+$45,280.4 
GD General Dynamics Corporation
+1.35%
+$32,497.33 
HD The Home Depot, Inc.
+1.31%
+$48,883.95 
WFC Wells Fargo & Company
+1.31%
+$31,804.6 
BLK BlackRock, Inc.
+1.28%
+$35,664.13 
MHH Mastech Digital Inc.
+1.25%
+$320 
FE FirstEnergy Corp.
+1.22%
+$2,991.45 
PG Procter & Gamble Co
+1.19%
+$49,790.57 
LOW Lowe's Companies Inc.
+1.12%
+$1,628 
VPU Vanguard Utilities ETF
+1.11%
+$7,559.99 
ADI Analog Devices, Inc.
+1.11%
+$100,396.58 
HDV iShares Core High Dividend ETF
+1.1%
+$26,401.05 
ETR Entergy Corporation
+1.09%
+$27,934.73 
GSK GSK plc Sponsored ADR
+1.07%
+$11,690.7 
FRD Friedman Industries, Incorporated
+1.07%
+$1,142.68 
NEE NextEra Energy, Inc.
+1.06%
+$24,428.04 
MRK Merck & Co., Inc.
+1.05%
+$12,272.13 
XOM Exxon Mobil Corporation
+1.05%
+$30,244.58 
TXN Texas Instruments Inc
+1.03%
+$4,782.95 
TFC Truist Financial Corporation
+0.97%
+$13,715.1 
SLF Sun Life Financial Inc.
+0.92%
+$616.25 
TMUS T-Mobile US, Inc.
+0.9%
+$4,870.6 
JXI iShares Global Utilities ETF
+0.87%
+$6,255.2 
FISV Fiserv, Inc.
+0.87%
+$990.15 
NGS Natural Gas Services Group, Inc.
+0.86%
+$407.31 
ORLY O'Reilly Automotive Inc.
+0.85%
+$20,074.69 
AAPL Apple Inc.
+0.82%
+$67,043.7 
VZ Verizon Communications Inc.
+0.79%
+$4,978.05 
BNY BlackRock New York Municipal Income Trust
+0.79%
+$2,531.22 
TPR Tapestry Inc.
+0.79%
+$7,975.9 
KXI iShares Global Consumer Staples ETF
+0.77%
+$3,240 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,737.56 
BRK-B Berkshire Hathaway Inc.
+0.76%
+$41,242.97 
SPG Simon Property Group, Inc.
+0.75%
+$84.15 
DIS The Walt Disney Company
+0.74%
+$1,970.92 
IDV iShares International Select Dividend ETF
+0.74%
+$106.16 
BAC Bank of America Corporation
+0.72%
+$468.75 
SOLS Sollensys Corp
+0.72%
+$128.2 
LLY Eli Lilly and Company
+0.68%
+$18,938.27 
DVY iShares Select Dividend ETF
+0.67%
+$13,832.1 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$18,938.24 
GASS StealthGas Inc.
+0.64%
+$275 
V Visa Inc. Class A
+0.63%
+$37,905.86 
EIX Edison International
+0.63%
+$287 
MFC Manulife Financial Corporation
+0.63%
+$327.25 
KMB Kimberly-Clark Corporation
+0.62%
+$1,935.05 
EBF Ennis Inc.
+0.62%
+$210 
RY Royal Bank of Canada
+0.61%
+$883.3 
SVM Silvercorp Metals Inc.
+0.61%
+$9,420 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.61%
+$5,545.8 
IEV iShares Europe ETF
+0.58%
+$948.27 
T AT&T Inc.
+0.57%
+$57.37 
SYK Stryker Corporation
+0.55%
+$291.6 
TD The Toronto-Dominion Bank
+0.53%
+$708.48 
DXJ WisdomTree Japan Hedged Equity Fund
+0.52%
+$1,060.2 
ABBV AbbVie Inc.
+0.49%
+$10,517.77 
JNJ Johnson & Johnson
+0.46%
+$11,147.6 
EZA iShares MSCI South Africa ETF
+0.45%
+$194.7 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.45%
+$533.61 
CM Canadian Imperial Bank of Commerce
+0.44%
+$569.25 
NVS Novartis AG Sponsored ADR
+0.43%
+$460.8 
PAAS Pan American Silver Corp.
+0.42%
+$266.03 
WMT Walmart Inc.
+0.42%
+$8,016.03 
VNQ Vanguard Real Estate ETF
+0.42%
+$483.36 
IXG iShares Global Financials ETF
+0.41%
+$6,302.23 
APD Air Products and Chemicals, Inc.
+0.4%
+$3,521.09 
IEUR iShares Core MSCI Europe ETF
+0.39%
+$3,184.17 
VGK Vanguard FTSE Europe ETF
+0.39%
+$13,465.7 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.39%
+$1,511.57 
BMO Bank of Montreal
+0.39%
+$595.2 
MCK McKesson Corporation
+0.36%
+$36.2 
ZBH Zimmer Biomet Holdings, Inc.
+0.33%
+$520.7 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$4,017.4 
BNS Bank of Nova Scotia
+0.3%
+$27.54 
EWG iShares MSCI Germany ETF
+0.29%
+$1,800 
AMGN Amgen Inc.
+0.29%
+$3,406.25 
EFA iShares MSCI EAFE ETF
+0.28%
+$6,889.87 
MS Morgan Stanley
+0.27%
+$9,070.2 
KBE SPDR S&P Bank ETF
+0.25%
+$5,308 
FCX Freeport-McMoRan Inc.
+0.23%
+$9,259.8 
MCD McDonald's Corporation
+0.23%
+$1,020.25 
URI United Rentals, Inc.
+0.21%
+$5,699.35 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$81.4 
RPV Invesco S&P 500 Pure Value ETF
+0.17%
+$2,422.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.16%
+$10,050.92 
NVDA NVIDIA Corporation
+0.15%
+$19,309.55 
RCKY Rocky Brands Inc.
+0.15%
+$105 
KRE SPDR S&P Regional Banking ETF
+0.14%
+$11 
BZH Beazer Homes USA Inc.
+0.14%
+$58.5 
ELV Elevance Health, Inc.
+0.13%
+$829.46 
CAT Caterpillar Inc.
+0.12%
+$4,168.47 
TU TELUS Corporation
+0.12%
+$10.9 
EXI iShares Global Industrials ETF
+0.11%
+$72.03 
MA Mastercard Incorporated
+0.1%
+$6,447.26 
MPC Marathon Petroleum Corporation
+0.09%
+$4,563.8 
SSRM Ssr Mining Inc.
+0.09%
+$2,070 
DFSV Dimensional US Small Cap Value ETF
+0.09%
+$420 
ICE Intercontinental Exchange, Inc.
+0.09%
+$2,535.16 
RCI Rogers Communications Inc.
+0.08%
+$10.12 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$1,665.35 
IWD iShares Russell 1000 Value ETF
+0.03%
+$24 
GS The Goldman Sachs Group, Inc.
+0.01%
+$246.66 
EWJ iShares MSCI Japan ETF
+0.01%
+$146.34 
EMRAF Emera Incorporated
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
TWLO Twilio Inc.
-10.9%
-$12,520.2 
PANW Palo Alto Networks, Inc.
-7.45%
-$248,703.51 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$11,289.61 
SNOW Snowflake Inc.
-7.18%
-$4,332.6 
FTNT Fortinet Inc.
-7.02%
-$8,939 
PLTR Palantir Technologies Inc.
-6.36%
-$3,825 
TMDX TransMedics Group Inc.
-6.08%
-$1,395 
RKLB Rocket Lab Corporation
-5.86%
-$1,620 
P Everpure Inc.
-5.35%
-$8,568 
ASTS AST SpaceMobile, Inc.
-4.98%
-$775.25 
IGV iShares Expanded Tech-Software Sector ETF
-4.41%
-$39,823.35 
MU Micron Technology, Inc.
-3.62%
-$308,778.24 
SNPS Synopsys, Inc.
-3.48%
-$17,490.24 
ORCL Oracle Corporation
-3.46%
-$27,703.7 
AMD Advanced Micro Devices, Inc.
-3.46%
-$15,948.98 
VPG Vishay Precision Group Inc.
-3.4%
-$3,480 
LRCX Lam Research Corporation
-3.07%
-$107,904.37 
GLW Corning Incorporated
-3.04%
-$210.75 
AMAT Applied Materials, Inc.
-3.01%
-$297,269.21 
ANET Arista Networks, Inc.
-2.96%
-$1,760 
AVGO Broadcom Inc.
-2.94%
-$431,121.69 
OSCR Oscar Health, Inc.
-2.82%
-$1,039.5 
PANL Pangaea Logistics Solutions Ltd.
-2.79%
-$1,100 
CRM Salesforce Inc
-2.72%
-$23,733.31 
DELL Dell Technologies Inc.
-2.63%
-$5,798.55 
MRVL Marvell Technology, Inc.
-2.59%
-$3,650.41 
ADBE Adobe Inc.
-2.56%
-$12,850.69 
NFLX Netflix, Inc.
-2.53%
-$71,266.88 
IBB iShares Biotechnology ETF
-2.31%
-$3,544.6 
META Meta Platforms Inc Class A
-2.21%
-$143,697.34 
INTU Intuit Inc.
-2.06%
-$814.8 
EWY iShares MSCI South Korea ETF
-2.04%
-$5,088 
EWT iShares MSCI Taiwan ETF
-2.01%
-$5,584.5 
SOXX iShares Semiconductor ETF
-1.98%
-$43,903.09 
SCHW Charles Schwab Corporation
-1.97%
-$46,473.85 
MSFT Microsoft Corp.
-1.94%
-$247,152.95 
XLK State Street Technology Select Sector SPDR ETF
-1.92%
-$435.6 
VRT Vertiv Holdings Co
-1.91%
-$1,438.5 
BIDU Baidu Inc.
-1.86%
-$307 
VGT Vanguard Information Technology ETF
-1.83%
-$60,067.84 
VSEC VSE Corporation
-1.82%
-$953.87 
LH Labcorp Holdings Inc.
-1.7%
-$19,216.75 
TMO Thermo Fisher Scientific Inc.
-1.64%
-$47,746.46 
CSCO Cisco Systems, Inc.
-1.64%
-$11,766.6 
SE Sea Ltd.
-1.61%
-$431.75 
GOOGL Alphabet Inc
-1.6%
-$10,741.5 
SMH VanEck Semiconductor ETF
-1.55%
-$1,730.01 
GSL Global Ship Lease Inc.
-1.52%
-$896 
SHOP Shopify Inc.
-1.49%
-$1,330 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$69,097.63 
ROBO ROBO Global Robotics & Automation Index ETF
-1.43%
-$607.75 
UNH UnitedHealth Group Incorporated
-1.39%
-$29,516.95 
GOOG Alphabet Inc
-1.39%
-$220,902.92 
SKM SK Telecom Co., Ltd.
-1.37%
-$450 
IQV IQVIA Holdings Inc.
-1.36%
-$22,103.1 
JD JD.com Inc.
-1.35%
-$518 
BDX Becton, Dickinson and Company
-1.33%
-$5,755.1 
ROL Rollins, Inc.
-1.3%
-$1,554.52 
APH Amphenol Corporation
-1.24%
-$2,020 
XT iShares Future Exponential Technologies ETF
-1.21%
-$1,717 
EEM iShares MSCI Emerging Markets ETF
-1.19%
-$3,929.2 
VOOG Vanguard S&P 500 Growth ETF
-1.14%
-$349.2 
TSLA Tesla, Inc.
-1.11%
-$1,964.9 
QCOM QUALCOMM Incorporated
-1%
-$16,720.3 
VRTX Vertex Pharmaceuticals Incorporated
-1%
-$7,965.85 
SCHE Schwab Emerging Markets Equity ETF
-0.98%
-$4,698.43 
VWO Vanguard FTSE Emerging Markets ETF
-0.97%
-$5,073 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.91%
-$792.5 
VEEV Veeva Systems Inc.
-0.85%
-$7,448 
YOU Clear Secure Inc.
-0.84%
-$304 
DXCM DexCom, Inc.
-0.81%
-$71 
UBER Uber Technologies, Inc.
-0.8%
-$8,236.5 
NU Nu Holdings Ltd.
-0.78%
-$230 
MELI MercadoLibre, Inc.
-0.76%
-$6,022.24 
BABA Alibaba Group Holding Limited SP ADR
-0.74%
-$164 
BX Blackstone Inc.
-0.69%
-$2,459.25 
MCHI iShares MSCI China ETF
-0.69%
-$575.1 
AMZN Amazon.com Inc
-0.68%
-$60,353.29 
KE Kimball Electronics Inc.
-0.58%
-$465 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.57%
-$7,540 
UPS United Parcel Service, Inc.
-0.56%
-$139.15 
CEG Constellation Energy Corporation
-0.56%
-$1,863.4 
NWPX NWPX Infrastructure, Inc.
-0.56%
-$381.85 
IVV iShares Core S&P 500 ETF
-0.56%
-$5,437.18 
CVLG Covenant Logistics Group Inc.
-0.55%
-$340 
PFF iShares Preferred and Income Securities ETF
-0.51%
-$3,102 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$18,267.7 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$23,043.2 
CMCO Columbus McKinnon Corporation
-0.5%
-$161.25 
VHT Vanguard Health Care ETF
-0.5%
-$1,432.26 
PKOH Park-Ohio Holdings Corp.
-0.49%
-$227.8 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$15,881.01 
VTWV Vanguard Russell 2000 Value Index Fund
-0.48%
-$2,301 
VOO Vanguard S&P 500 ETF
-0.48%
-$23,778.23 
CMT Core Molding Technologies, Inc.
-0.47%
-$220 
USNA Usana Health Sciences, Inc.
-0.46%
-$112 
URTH iShares MSCI World ETF
-0.39%
-$5,018.4 
GIS General Mills, Inc.
-0.38%
-$19.37 
BOOT Boot Barn Holdings, Inc.
-0.37%
-$66.75 
IYH iShares U.S. Healthcare ETF
-0.36%
-$11,246.33 
VO Vanguard Mid-Cap ETF
-0.35%
-$6,964.44 
RDDT Reddit Inc Class A
-0.34%
-$151.25 
UNP Union Pacific Corporation
-0.34%
-$2,866.47 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.32%
-$1,260 
INDA ISHARES MSCI INDIA ETF
-0.3%
-$428.48 
HDSN Hudson Technologies Inc.
-0.3%
-$79.5 
NTES NetEase, Inc. American Depositary Receipt
-0.28%
-$81.65 
NVO Novo Nordisk A/S Sponsored ADR
-0.27%
-$1,649.87 
KWEB KraneShares CSI China Internet ETF
-0.24%
-$80.4 
IHI iShares U.S. Medical Devices ETF
-0.24%
-$3,395.56 
OMC Omnicom Group Inc.
-0.23%
-$1,189.55 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$472.68 
ELAN Elanco Animal Health Incorporated
-0.19%
-$500.67 
BSX Boston Scientific Corporation
-0.18%
-$556.8 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.17%
-$465.07 
RGS Regis Corporation
-0.14%
-$79.04 
IXJ iShares Global Healthcare ETF
-0.13%
-$34.86 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$3,934.08 
BKNG Booking Holdings Inc.
-0.1%
-$4,739.52 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.09%
-$42.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.07%
-$30.42 
COR Cencora, Inc.
-0.07%
-$3,165.64 
NSC Norfolk Southern Corporation
-0.06%
-$46 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.03%
-$162 
GPC Genuine Parts Company
-0.01%
-$114.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 907 | Longs Won 659/907 72% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,075.2 |
| Average Win $147,481.22 | Best Trade (Oct 15) $7.45M | Sharpe Ratio -119.97 |
| Average Loss -$50,331.54 | Worst Trade (Oct 15) -$1.76M | Z-Score 17.32 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $93,393.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,030 | $5.19M | $8.29M | - | $3.09M | 59.58% | +0.816% |
| ABBV AbbVie Inc. | 7,594 | $1.43M | $2.16M | - | $732,933.11 | 51.26% | +0.489% |
| ADBE Adobe Inc. | 1,997 | $772,599.36 | $489,734.29 | - | -$282,865.07 | -36.61% | -2.557% |
| ADI Analog Devices, Inc. | 22,410 | $5.34M | $9.15M | - | $3.81M | 71.38% | +1.109% |
| AEP American Electric Power Company, Inc. | 17,277 | $1.81M | $2.19M | - | $381,797.86 | 21.13% | +1.935% |
| AMAT Applied Materials, Inc. | 22,964 | $4.26M | $9.58M | - | $5.32M | 125% | -3.01% |
| AMD Advanced Micro Devices, Inc. | 820 | $116,358 | $445,079.6 | - | $328,721.6 | 282.51% | -3.459% |
| AMGN Amgen Inc. | 2,725 | $774,153.72 | $1.19M | - | $411,984.28 | 53.22% | +0.288% |
| AMPY Amplify Energy Corp. | 9,000 | $31,920 | $39,870 | - | $7,950 | 24.91% | +1.839% |
| AMT American Tower Corporation | 1,189 | $246,983.79 | $218,930.57 | - | -$28,053.22 | -11.36% | +1.527% |
| AMZN Amazon.com Inc | 34,686 | $7.62M | $8.78M | - | $1.16M | 15.18% | -0.683% |
| ANET Arista Networks, Inc. | 320 | $32,739.2 | $57,625.6 | - | $24,886.4 | 76.01% | -2.964% |
| APD Air Products and Chemicals, Inc. | 2,984 | $835,964.87 | $888,575.52 | - | $52,610.65 | 6.29% | +0.398% |
| APH Amphenol Corporation | 2,000 | $51,923.16 | $160,960 | - | $109,036.84 | 210% | -1.239% |
| ASML ASML Holding N.V. New York Registry Shares | 1,724 | $1.54M | $2.88M | - | $1.34M | 87.36% | +0.663% |
| ASTS AST SpaceMobile, Inc. | 350 | $31,101 | $14,785.75 | - | -$16,315.25 | -52.46% | -4.982% |
| AVGO Broadcom Inc. | 42,601 | $11.74M | $14.24M | - | $2.49M | 21.24% | -2.939% |
| BABA Alibaba Group Holding Limited SP ADR | 200 | $22,682 | $22,062 | - | -$620 | -2.73% | -0.738% |
| BAC Bank of America Corporation | 1,250 | $59,150 | $65,093.75 | - | $5,943.75 | 10.05% | +0.725% |
| BAM BAM | 750 | $52.68 | $47.72 | - | -$4.96 | -9.42% | 0.0 |
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FAQ
Which stocks have generated the highest profits for LOM Asset Management Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $2.58M, Vanguard S&P 500 ETF - $842,352.84, iShares Gold Trust - $812,700, iShares Core S&P 500 ETF - $789,422.54, and Caterpillar Inc - $712,012.62. 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: Fiserv, Inc - $2.34M, Adobe Inc - $342,831.11, The Walt Disney Company - $200,130.18, Salesforce Inc - $121,446.09, and General Mills, Inc - $91,366.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does LOM Asset Management Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.26M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $197,434, Chevron Corporation - $197,236.67, VANGUARD FTSE DEVELOPED MARKETS ETF - $190,607.11, Broadcom Inc - $147,779.43, and The Home Depot, Inc - $137,376.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are LOM Asset Management Ltd.'s monthly returns?
LOM Asset Management Ltd.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can LOM Asset Management Ltd.'s strategy be considered aggressive or moderate?
LOM Asset Management Ltd.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow LOM Asset Management Ltd.'s strategy?
LOM Asset Management Ltd.'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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