Alyssa Lorenz Portfolio
Invests via Corundum Trust Company, INC | Managed by The Corundum Group, Inc., Alyssa Lorenz
Invests via Corundum Trust Company, INC
Managed by The Corundum Group, Inc., Alyssa Lorenz
Automatically Tracked
Alyssa Lorenz Profile
Experienced investment professional focusing on growth-stage and venture investments across technology and consumer sectors, with a background spanning corporate development, deal execution and portfolio company operating support. Alyssa Lorenz is known for sourcing cross-border opportunities, structuring minority and control investments, and advising on go-to-market scaling and exit readiness for founders and limited partners.
Experienced investment professional focusing on growth-stage and venture investments across technology and consumer sectors, with a background spanning corporate development, deal execution and portfolio company operating support. Alyssa Lorenz is known for sourcing cross-border opportunities, structuring minority and control investments, and advising on go-to-market scaling and exit readiness for founders and limited partners.
Investment Philosophy & Strategy
Centers investment strategy on growth-stage and venture opportunities in technology and consumer sectors, favoring cross-border deals where operational playbooks and go-to-market lift can accelerate scale. Prefers flexible capital structures—minority and selective control positions—deployed in staged tranches tied to KPIs, with active board engagement to de-risk execution and prepare companies for strategic exits. Allocates capital by conviction, blending sector focus with portfolio diversification, and emphasizes founder alignment, repeatable unit economics, rigorous due diligence, and hands-on scaling support to convert product-market fit into durable market leadership.
Centers investment strategy on growth-stage and venture opportunities in technology and consumer sectors, favoring cross-border deals where operational playbooks and go-to-market lift can accelerate scale. Prefers flexible capital structures—minority and selective control positions—deployed in staged tranches tied to KPIs, with active board engagement to de-risk execution and prepare companies for strategic exits. Allocates capital by conviction, blending sector focus with portfolio diversification, and emphasizes founder alignment, repeatable unit economics, rigorous due diligence, and hands-on scaling support to convert product-market fit into durable market leadership.
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:
75.49%
Gain +0.4%
Monthly
1.37%
Yearly
17.74%
Drawdown
7.5%
$32.98M
Equity
Holdings
$32.98M
Investment
$24.84M
$21.78M
Profit +$198,176.86
Realized
$13.63M
Unrealized
$8.14M
Dividends
$1.25M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$198,176.86
Win %
80%
This Week
Compared To Last Week
Gain
0.24%
Profit
$87,873.3
Win %
80%
This Month
Compared to last month
Gain
1.48%
Profit
$537,012.87
Win %
80%
This Year
Compared to last year
Gain
-0.2%
Profit
$19,649.66
Win %
84%
LLY Eli Lilly and Company
+4.56%
+$60,378.31 
TMO Thermo Fisher Scientific Inc.
+2.29%
+$7,722.49 
BA Boeing Company
+1.28%
+$2,260.88 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$19,024.87 
IJR iShares Core S&P Small-Cap ETF
+1%
+$42,404.72 
DVY iShares Select Dividend ETF
+0.99%
+$29,202 
MSFT Microsoft Corp.
+0.72%
+$18,616.78 
UNP Union Pacific Corporation
+0.59%
+$2,335.59 
EFA iShares MSCI EAFE ETF
+0.57%
+$7,403.76 
IVE ISHARES S&P 500 VALUE ETF
+0.55%
+$1,463.35 
AAPL Apple Inc.
+0.53%
+$11,851.91 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,417.01 
UGI UGI Corporation
+0.32%
+$1,172.76 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.17%
+$4,247.26 4662
46625H100
0%
$0 0207
02079K107
0%
$0 9132
91324P102
0%
$0 7846
78462F103
0%
$0 5893
58933Y105
0%
$0 1727
17275R102
0%
$0 8857
88579Y101
0%
$0 9220
92206C599
0%
$0 8344
83444M101
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 356 | Longs Won 226/356 63% | Profit Factor 29.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,087.58 |
| Average Win $82,029.79 | Best Trade (Jun 29) $1.35M | Sharpe Ratio -67.56 |
| Average Loss -$4,813.69 | Worst Trade (Jun 29) -$66,793.01 | Z-Score -6.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 6d | Expectancy $61,170.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0207 02079K107 | 5,313 | $642,713.91 | $642,713.91 | - | - | - | 0.0 |
| 1727 17275R102 | 7,756 | $405,370.01 | $401,295.79 | - | -$4,074.22 | -1.01% | 0.0 |
| 4662 46625H100 | 2,476 | $369,959.43 | $360,109.69 | - | -$9,849.74 | -2.66% | 0.0 |
| 5893 58933Y105 | 1,824 | $219,409 | $219,409 | - | - | - | 0.0 |
| 7846 78462F103 | 1,233 | $741,756.77 | $689,727.8 | - | -$52,028.97 | -7.01% | 0.0 |
| 8344 83444M101 | 9,831 | $519,863.2 | $519,863.2 | - | - | - | 0.0 |
| 8857 88579Y101 | 39,280 | $3.94M | $3.93M | - | -$5,642.5 | -0.14% | 0.0 |
| 9132 91324P102 | 1,499 | $721,793.23 | $720,479.23 | - | -$1,314 | -0.18% | 0.0 |
| 9220 92206C599 | 1,892 | $373,575 | $373,575 | - | - | - | 0.0 |
| AAPL Apple Inc. | 6,512 | $1.28M | $2.25M | - | $962,752.75 | 75.07% | +0.531% |
 AMZN Amazon.com Inc | 1,703 | $226,994.29 | $430,654.64 | - | $203,660.35 | 89.72% | -0.472% |
| BA Boeing Company | 958 | $207,378 | $179,165.16 | - | -$28,212.84 | -13.6% | +1.278% |
| BRK-B Berkshire Hathaway Inc. | 653 | $229,343.93 | $345,123.56 | - | $115,779.63 | 50.48% | +0.412% |
 C Citigroup Inc. | 3,315 | $210,370 | $403,336.05 | - | $192,966.05 | 91.73% | -0.491% |
| DVY iShares Select Dividend ETF | 18,840 | $2.13M | $2.98M | - | $844,785.77 | 39.58% | +0.99% |
 EEM iShares MSCI Emerging Markets ETF | 4,810 | $204,858 | $306,204.6 | - | $101,346.6 | 49.47% | -1.134% |
| EFA iShares MSCI EAFE ETF | 12,656 | $926,973.66 | $1.31M | - | $380,834.1 | 41.08% | +0.569% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 13,166 | $1.41M | $1.86M | - | $450,738.11 | 31.96% | +1.033% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 22,354 | $1.69M | $2.44M | - | $745,972.59 | 44.08% | +0.175% |
| IJR iShares Core S&P Small-Cap ETF | 31,295 | $3.18M | $4.28M | - | $1.11M | 34.8% | +1.001% |
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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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FAQ
Which stocks have generated the highest profits for Alyssa Lorenz?
The largest contributions to the portfolio's profits come from the following stocks: 83056p715 - $1.57M, Discovery Silver Corp - $1.13M, Eli Lilly and Company - $748,221.95, q4319f106 - $476,438, and 95083r100 - $463,070. 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: McDonald's Corporation - $55,485.16, 68390d106 - $28,140, Abbott Laboratories - $26,589.16, 78464a763 - $26,495, and 68339g103 - $24,797.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alyssa Lorenz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.25M earned over time. The largest contributors to dividend income include iShares Select Dividend ETF - $326,932.17, iShares Core S&P Small-Cap ETF - $192,015.78, iShares MSCI EAFE ETF - $118,945.07, iShares S&P Mid-Cap 400 Value ETF - $98,665.32, and iShares Core S&P 500 ETF - $89,219.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alyssa Lorenz's monthly returns?
Alyssa Lorenz's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alyssa Lorenz's strategy be considered aggressive or moderate?
Alyssa Lorenz'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 Alyssa Lorenz's strategy?
Alyssa Lorenz's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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