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:
49.68%
Gain 0%
Monthly
1.14%
Yearly
14.62%
Drawdown
8.23%
$39.04M
Equity
Holdings
$39.04M
Investment
$30.26M
$19.18M
Profit -$406.09
Realized
$10.4M
Unrealized
$8.78M
Dividends
$1.07M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$406.09
Win %
86%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$406.09
Win %
86%
This Month
Compared to last month
Gain
-0.76%
Profit
-$346,963.59
Win %
86%
This Year
Compared to last year
Gain
-1.46%
Profit
-$526,612.73
Win %
84%
DSVSF Discovery Silver Corp.
+4.46%
+$61,627.5 
AEM Agnico Eagle Mines Limited
+3.09%
+$9,760.02 
KGC Kinross Gold Corporation
+2.9%
+$7,200 
NEM Newmont Corporation
+2.71%
+$10,560 
LUGDF Lundin Gold Inc
+1.87%
+$11,110 
OGNNF Orogen Royalties Inc.
+1.66%
+$2,000 
UNP Union Pacific Corporation
+1.65%
+$6,108.45 
C Citigroup Inc.
+1.27%
+$5,834.38 
DVY iShares Select Dividend ETF
+1.19%
+$35,101.92 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$43,473.08 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$16,984.01 
UGI UGI Corporation
+0.75%
+$2,540.97 
FNV Franco-Nevada Corporation
+0.75%
+$3,100.02 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,259.38 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$1,785.41 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$14,753.64 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,827.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$13,521.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,555 
EFA iShares MSCI EAFE ETF
+0.28%
+$3,668.75 
MSFT Microsoft Corp.
+0.1%
+$1,929.15 
02079K107
0%
$0 
05466C109
0%
$0 
17275R102
0%
$0 
32076V103
0%
$0 
36270K102
0%
$0 
46428C100
0%
$0 
46625H100
0%
$0 
58933Y105
0%
$0 
62930A102
0%
$0 
78165J105
0%
$0 
78462F103
0%
$0 
83056P715
0%
$0 
83342V104
0%
$0 
83444M101
0%
$0 
88579Y101
0%
$0 
91324P102
0%
$0 
92206C599
0%
$0 
92859G608
0%
$0 
95083R100
0%
$0 
Q3647R147
0%
$0 
Q4319F106
0%
$0 
Q6951U101
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 350 | Longs Won 177/350 50% | Profit Factor 21.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,678.59 |
| Average Win $76,581.96 | Best Trade (Jun 14) $1.17M | Sharpe Ratio -32.88 |
| Average Loss -$3,678.53 | Worst Trade (Jun 29) -$66,793.01 | Z-Score -7.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $54,802.93 |
| 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 | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
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Returns
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Option values are updated at end of day.
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