LAM
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:
29.51%
Gain -0.32%
Monthly
1.86%
Yearly
24.73%
Drawdown
8.9%
$400.28M
Equity
Holdings
$400.28M
Investment
$313.3M
$85.57M
Profit -$1.18M
Realized
-$1.41M
Unrealized
$86.98M
Dividends
$5.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$1.18M
Win %
77%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.18M
Win %
77%
This Month
Compared to last month
Gain
2.24%
Profit
$8.77M
Win %
77%
This Year
Compared to last year
Gain
16.33%
Profit
$56.18M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$1.24M 
DXCM DexCom, Inc.
+11.95%
+$891 
BOOM DMC Global Inc.
+7.67%
+$2,064 
OIS Oil States International Inc.
+6.99%
+$2,527.57 
GOOG Alphabet Inc
+6.88%
+$1.08M 
GOOGL Alphabet Inc
+6.73%
+$43,254.75 
VRT Vertiv Holdings Co
+6.18%
+$4,924.5 
ANET Arista Networks, Inc.
+5.46%
+$2,985.6 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$1,186 
FTNT Fortinet Inc.
+4.99%
+$5,390 
SOLS Sollensys Corp
+4.84%
+$2,729.96 
VPG Vishay Precision Group Inc.
+4.7%
+$6,608 
SNPS Synopsys, Inc.
+4.41%
+$17,662.27 
AMPY Amplify Energy Corp.
+4.27%
+$800 
BIDU Baidu Inc.
+3.38%
+$726 
TWLO Twilio Inc.
+3.36%
+$2,692.2 
META Meta Platforms Inc Class A
+3.28%
+$152,596 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$3,609.6 
MSFT Microsoft Corp.
+3.02%
+$317,304.91 
NVDA NVIDIA Corporation
+2.93%
+$335,879.74 
P Everpure Inc.
+2.81%
+$2,532 
CVX Chevron Corporation
+2.35%
+$102,667.28 
MRVL Marvell Technology, Inc.
+2.32%
+$2,769 
ORLY O'Reilly Automotive Inc.
+2.28%
+$56,110.04 
BP BP p.l.c. Sponsored ADR
+2.26%
+$340 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$1,960 
CSCO Cisco Systems, Inc.
+2.14%
+$26,100.63 
NGS Natural Gas Services Group, Inc.
+2.09%
+$1,152.75 
LHX L3Harris Technologies, Inc.
+1.9%
+$29,221.13 
PANW Palo Alto Networks, Inc.
+1.89%
+$53,806.35 
CRM Salesforce Inc
+1.83%
+$11,009.04 
ORCL Oracle Corporation
+1.81%
+$13,289.43 
ZTS Zoetis Inc.
+1.66%
+$163.8 
SHEL Shell plc
+1.62%
+$14,773.5 
BSX Boston Scientific Corporation
+1.59%
+$5,496.9 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$288.1 
VZ Verizon Communications Inc.
+1.52%
+$6,132.7 
LMT Lockheed Martin Corporation
+1.5%
+$11,762.69 
VSEC VSE Corporation
+1.48%
+$1,391.6 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$885.5 
NOC Northrop Grumman Corporation
+1.43%
+$11,597.6 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$406.8 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$3,594.1 
CMCSA Comcast Corp
+1.23%
+$2,008.25 
COP ConocoPhillips
+1.22%
+$8,694.21 
PKOH Park-Ohio Holdings Corp.
+1.22%
+$480 
WFC Wells Fargo & Company
+1.19%
+$29,284.2 
AMAT Applied Materials, Inc.
+1.18%
+$139,895.37 
VEEV Veeva Systems Inc.
+1.1%
+$5,661 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$315.1 
ADBE Adobe Inc.
+1.01%
+$5,828.24 
XLE Energy Select Sector SPDR Fund
+1%
+$39,251.52 
URI United Rentals, Inc.
+0.99%
+$26,373.05 
CMT Core Molding Technologies, Inc.
+0.99%
+$460 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,356.4 
PANL Pangaea Logistics Solutions Ltd.
+0.93%
+$350 
UNP Union Pacific Corporation
+0.92%
+$7,355.88 
GASS StealthGas Inc.
+0.91%
+$400 
SCHW Charles Schwab Corporation
+0.87%
+$21,486.01 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,443.84 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$368.5 
CNQ Canadian Natural Resources Limited
+0.85%
+$400 
MCD McDonald's Corporation
+0.82%
+$4,136.02 
EMR Emerson Electric Co.
+0.79%
+$306.8 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,909.98 
TSLA Tesla, Inc.
+0.76%
+$1,156.39 
MPC Marathon Petroleum Corporation
+0.76%
+$25,080.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$31,570.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$63,165.94 
CAT Caterpillar Inc.
+0.7%
+$31,275.66 
IVV iShares Core S&P 500 ETF
+0.69%
+$35,148.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$8,555 
XT iShares Future Exponential Technologies ETF
+0.67%
+$901 
INFY Infosys Limited
+0.67%
+$80 
PLTR Palantir Technologies Inc.
+0.65%
+$160 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$27,412.56 
EBF Ennis Inc.
+0.65%
+$210 
IXC iShares Global Energy ETF
+0.63%
+$3,650.5 
KE Kimball Electronics Inc.
+0.61%
+$450 
APH Amphenol Corporation
+0.55%
+$440 
MCHI iShares MSCI China ETF
+0.54%
+$486 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$429.93 
EXC Exelon Corporation
+0.53%
+$1,968 
GM General Motors Company
+0.52%
+$105.8 
EXI iShares Global Industrials ETF
+0.52%
+$349.85 
TMDX TransMedics Group Inc.
+0.5%
+$114 
HON Honeywell International Inc.
+0.47%
+$9,973.89 
SE Sea Ltd.
+0.47%
+$137.5 
NC NACCO Industries Inc.
+0.47%
+$220 
BMO Bank of Montreal
+0.47%
+$771.9 
NSC Norfolk Southern Corporation
+0.46%
+$356.5 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$192.4 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$7,631 
IWD iShares Russell 1000 Value ETF
+0.44%
+$333 
RKLB Rocket Lab Corporation
+0.42%
+$135 
RTX RTX Corporation
+0.39%
+$15,396.36 
AVGO Broadcom Inc.
+0.37%
+$63,300.96 
PG Procter & Gamble Co
+0.37%
+$12,549.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,763.68 
BAC Bank of America Corporation
+0.36%
+$275 
GD General Dynamics Corporation
+0.32%
+$8,171.56 
MRK Merck & Co., Inc.
+0.32%
+$2,720.42 
SMH VanEck Semiconductor ETF
+0.3%
+$326 
VSNT Versant Media Group, Inc.
+0.28%
+$6.9 
JPM JPMorgan Chase & Co.
+0.27%
+$20,454.4 
MG Mistras Group Inc
+0.26%
+$120 
KBE SPDR S&P Bank ETF
+0.24%
+$5,652.5 
CM Canadian Imperial Bank of Commerce
+0.24%
+$322 
SLF Sun Life Financial Inc.
+0.22%
+$153 
SO The Southern Company
+0.21%
+$623 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$17.6 
JNJ Johnson & Johnson
+0.21%
+$5,199.83 
ADI Analog Devices, Inc.
+0.2%
+$16,975.37 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$295.5 
URTH iShares MSCI World ETF
+0.19%
+$2,433.6 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$158.5 
INTU Intuit Inc.
+0.18%
+$68.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$580.8 
USB U.S. Bancorp
+0.17%
+$2,766.35 
T AT&T Inc.
+0.17%
+$17 
MS Morgan Stanley
+0.17%
+$6,414.88 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$577.5 
DELL Dell Technologies Inc.
+0.14%
+$260.4 
TD The Toronto-Dominion Bank
+0.13%
+$486.72 
BDX Becton, Dickinson and Company
+0.1%
+$436.22 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$800.4 
C Citigroup Inc.
+0.1%
+$39 
WMT Walmart Inc.
+0.09%
+$1,481.93 
SOXX iShares Semiconductor ETF
+0.07%
+$1,620.05 
AEP American Electric Power Company, Inc.
+0.06%
+$1,195.32 
HDV iShares Core High Dividend ETF
+0.04%
+$806.6 
DIS The Walt Disney Company
+0.03%
+$61.83 
EMRAF Emera Incorporated
0%
$0 
FONR Fonar Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 BAM
BAM
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$8,221.4 
TU TELUS Corporation
-11.23%
-$1,318.9 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$74,065.47 
AAPL Apple Inc.
-7.35%
-$520,682.2 
EIX Edison International
-6.81%
-$4,395.2 
MU Micron Technology, Inc.
-5.9%
-$593,899.21 
SHOP Shopify Inc.
-4.29%
-$2,625 
SSRM Ssr Mining Inc.
-3.97%
-$73,140 
CVLG Covenant Logistics Group Inc.
-3.61%
-$2,660 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$807 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$2,653 
SVM Silvercorp Metals Inc.
-2.9%
-$43,960 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$40,335.96 
QCOM QUALCOMM Incorporated
-2.63%
-$37,390.38 
EWY iShares MSCI South Korea ETF
-2.55%
-$6,082.8 
IAG Iamgold Corporation
-2.54%
-$1,092.98 
NEWP New Pacific Metals Corp.
-2.52%
-$4,560 
ABBV AbbVie Inc.
-2.51%
-$47,612.73 
ICE Intercontinental Exchange, Inc.
-2.42%
-$50,501.75 
NEM Newmont Corporation
-2.14%
-$20,910 
PAAS Pan American Silver Corp.
-2.09%
-$1,322.96 
LH Labcorp Holdings Inc.
-2.01%
-$23,319.68 
NFLX Netflix, Inc.
-2%
-$47,940.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,576.82 
IBB iShares Biotechnology ETF
-1.87%
-$2,627.01 
GIS General Mills, Inc.
-1.84%
-$4,167.4 
APD Air Products and Chemicals, Inc.
-1.77%
-$15,914.07 
UNH UnitedHealth Group Incorporated
-1.68%
-$36,339.85 
PBE Invesco Biotechnology & Genome ETF
-1.64%
-$447 
SQ Block, Inc.
-1.64%
-$459 
SNOW Snowflake Inc.
-1.62%
-$867.6 
LRCX Lam Research Corporation
-1.58%
-$60,832.24 
BZH Beazer Homes USA Inc.
-1.5%
-$637 
IAU iShares Gold Trust
-1.46%
-$35,595 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,087.75 
NI NiSource Inc.
-1.42%
-$9,434.24 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$38,686.46 
FCX Freeport-McMoRan Inc.
-1.28%
-$45,928.62 
MDLZ Mondelez International, Inc.
-1.22%
-$23,030.76 
TJX The TJX Companies, Inc.
-1.21%
-$58,083.54 
IQV IQVIA Holdings Inc.
-1.17%
-$22,456.28 
NEE NextEra Energy, Inc.
-1.15%
-$28,772.88 
OMC Omnicom Group Inc.
-1.14%
-$6,305.39 
NU Nu Holdings Ltd.
-1.1%
-$240 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$1,126.82 
TXN Texas Instruments Inc
-1.08%
-$4,998.13 
LOW Lowe's Companies Inc.
-1.08%
-$1,952.2 
MCK McKesson Corporation
-1.08%
-$93.2 
KO The Coca-Cola Company
-1.02%
-$30,083.4 
UPS United Parcel Service, Inc.
-1%
-$404.25 
ROL Rollins, Inc.
-0.99%
-$661.2 
FRD Friedman Industries, Incorporated
-0.98%
-$692.01 
XOM Exxon Mobil Corporation
-0.97%
-$23,135.13 
TRP TC Energy Corporation
-0.97%
-$890.99 
IXJ iShares Global Healthcare ETF
-0.97%
-$351.82 
EWJ iShares MSCI Japan ETF
-0.96%
-$25,905.6 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$7,199 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$432 
KXI iShares Global Consumer Staples ETF
-0.86%
-$3,600 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$7,626.18 
FE FirstEnergy Corp.
-0.82%
-$2,156 
FTS Fortis Inc.
-0.82%
-$392.45 
KMB Kimberly-Clark Corporation
-0.8%
-$2,884.64 
WAT Waters Corporation
-0.79%
-$86.71 
EZA iShares MSCI South Africa ETF
-0.76%
-$323.4 
VHT Vanguard Health Care ETF
-0.76%
-$2,049.83 
MA Mastercard Incorporated
-0.74%
-$41,208.04 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$1,459.2 
GSK GSK plc Sponsored ADR
-0.73%
-$8,132.76 
BLK BlackRock, Inc.
-0.73%
-$17,954.98 
VPU Vanguard Utilities ETF
-0.71%
-$5,140.8 
IYH iShares U.S. Healthcare ETF
-0.7%
-$20,074.56 
RCI Rogers Communications Inc.
-0.68%
-$93.15 
DUK Duke Energy Corporation
-0.67%
-$11,544.12 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$2,333.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$52,990.64 
AMGN Amgen Inc.
-0.64%
-$6,542.27 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12,324.94 
AMT American Tower Corporation
-0.63%
-$1,267.21 
EFA iShares MSCI EAFE ETF
-0.62%
-$16,282.2 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,294.95 
WEC WEC Energy Group Inc.
-0.57%
-$129.15 
VNQ Vanguard Real Estate ETF
-0.54%
-$686.88 
COF Capital One Financial Corporation
-0.54%
-$129.95 
LLY Eli Lilly and Company
-0.53%
-$13,246.93 
NGG National Grid plc Sponsored ADR
-0.52%
-$5,564.58 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$4,172.4 
SPG Simon Property Group, Inc.
-0.46%
-$58.85 
PEP PepsiCo, Inc.
-0.46%
-$10,316.16 
COO The Cooper Companies, Inc.
-0.45%
-$66 
DVY iShares Select Dividend ETF
-0.45%
-$9,588.69 
IEV iShares Europe ETF
-0.44%
-$754.05 
VGK Vanguard FTSE Europe ETF
-0.44%
-$15,799.2 
CCK Crown Holdings Inc.
-0.44%
-$296.4 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$3,436.2 
CVE Cenovus Energy Inc.
-0.43%
-$110.5 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,643.36 
HD The Home Depot, Inc.
-0.42%
-$16,509.27 
MELI MercadoLibre, Inc.
-0.41%
-$3,267.61 
JXI iShares Global Utilities ETF
-0.39%
-$2,784.55 
ETR Entergy Corporation
-0.38%
-$10,793.63 
VGT Vanguard Information Technology ETF
-0.38%
-$11,713.2 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$1,007.89 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$12,003.4 
GPC Genuine Parts Company
-0.37%
-$3,438.96 
TMUS T-Mobile US, Inc.
-0.36%
-$2,160.87 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$11,184.3 
ELAN Elanco Animal Health Incorporated
-0.34%
-$832.59 
TFC Truist Financial Corporation
-0.33%
-$5,357.5 
CEG Constellation Energy Corporation
-0.31%
-$1,024.65 
GSL Global Ship Lease Inc.
-0.29%
-$182 
RY Royal Bank of Canada
-0.29%
-$445.31 
COR Cencora, Inc.
-0.28%
-$10,426.47 
BX Blackstone Inc.
-0.25%
-$1,553.63 
MFC Manulife Financial Corporation
-0.25%
-$130.9 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,100 
FISV Fiserv, Inc.
-0.24%
-$452.53 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$9,542.4 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$644 
RCKY Rocky Brands Inc.
-0.18%
-$135 
RGS Regis Corporation
-0.18%
-$80 
BKNG Booking Holdings Inc.
-0.18%
-$9,792.58 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,604.84 
ELV Elevance Health, Inc.
-0.15%
-$913.34 
IXG iShares Global Financials ETF
-0.14%
-$1,981.7 
TPR Tapestry Inc.
-0.14%
-$1,830.99 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$167.58 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,461.92 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$255.3 
BNS Bank of Nova Scotia
-0.08%
-$88.9 
EWG iShares MSCI Germany ETF
-0.07%
-$450 
VO Vanguard Mid-Cap ETF
-0.05%
-$946.24 
V Visa Inc. Class A
-0.04%
-$2,024.12 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$17 
OSCR Oscar Health, Inc.
-0.03%
-$11 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$808.84 
UBER Uber Technologies, Inc.
-0.01%
-$144.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 727 | Longs Won 550/727 75% | Profit Factor 7.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,380.71 |
| Average Win $178,568.01 | Best Trade (Aug 05) $9.05M | Sharpe Ratio -10.53 |
| Average Loss -$71,386.21 | Worst Trade (Sep 01) -$1.81M | Z-Score 18.82 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $117,706.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,235 | $4.38M | $6.56M | - | $2.18M | 49.65% | -7.354% |
| ABBV AbbVie Inc. | 7,359 | $1.37M | $1.85M | - | $476,706.13 | 34.8% | -2.513% |
| ADBE Adobe Inc. | 2,322 | $898,335.36 | $581,452.02 | - | -$316,883.34 | -35.27% | +1.013% |
| ADI Analog Devices, Inc. | 22,940 | $5.47M | $8.43M | - | $2.96M | 54.17% | +0.202% |
| AEP American Electric Power Company, Inc. | 17,076 | $1.78M | $2.18M | - | $403,553.76 | 22.68% | +0.055% |
| AMAT Applied Materials, Inc. | 23,711 | $4.39M | $12.04M | - | $7.64M | 173.98% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 820 | $116,358 | $390,442.99 | - | $274,084.99 | 235.55% | -1.904% |
| AMGN Amgen Inc. | 2,638 | $742,649.28 | $1.02M | - | $273,402.8 | 36.81% | -0.64% |
| AMPY Amplify Energy Corp. | 5,000 | $16,000 | $19,550 | - | $3,550 | 22.19% | +4.267% |
| AMT American Tower Corporation | 1,152 | $240,931.7 | $199,710.72 | - | -$41,220.98 | -17.11% | -0.631% |
| AMZN Amazon.com Inc | 34,257 | $7.52M | $9.3M | - | $1.79M | 23.76% | +15.321% |
| ANET Arista Networks, Inc. | 320 | $32,739.2 | $57,712 | - | $24,972.8 | 76.28% | +5.456% |
| APD Air Products and Chemicals, Inc. | 2,997 | $839,631.65 | $883,785.36 | - | $44,153.71 | 5.26% | -1.769% |
| APH Amphenol Corporation | 1,000 | $51,922.3 | $80,350 | - | $28,427.7 | 54.75% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 1,724 | $1.54M | $2.81M | - | $1.27M | 82.93% | -1.359% |
| AVGO Broadcom Inc. | 43,959 | $12.12M | $17.11M | - | $5M | 41.22% | +0.371% |
| BABA Alibaba Group Holding Limited SP ADR | 200 | $22,682 | $24,450 | - | $1,768 | 7.79% | +5.098% |
| BAC Bank of America Corporation | 1,250 | $59,150 | $77,437.5 | - | $18,287.5 | 30.92% | +0.356% |
| BAM BAM | 600 | $43.14 | $43.14 | - | - | - | 0.0 |
| BDX Becton, Dickinson and Company | 2,566 | $360,001.73 | $424,980.92 | - | $64,979.19 | 18.05% | +0.103% |
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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: Broadcom Inc - $445,731.96, Alphabet Inc - $402,017.27, Applied Materials, Inc - $189,907.27, VANGUARD FTSE DEVELOPED MARKETS ETF - $174,388.58, and Micron Technology, Inc - $172,249.67. 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 - $2.21M, Adobe Inc - $283,726.61, The Walt Disney Company - $200,130.18, Salesforce Inc - $123,002.37, and PayPal Holdings Inc - $91,070. 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 $5.31M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $174,388.58, JPMorgan Chase & Co - $160,969.3, Chevron Corporation - $156,223.69, Broadcom Inc - $120,088.78, and Procter & Gamble Co - $118,815.55. 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.
