Mark Vicencio Portfolio
Invests via Lowery Thomas LLC | Managed by Mark T. Vicencio, David J. Lowery
Invests via Lowery Thomas LLC
Managed by Mark T. Vicencio, David J. Lowery
Automatically Tracked
Mark Vicencio Profile
Mark Vicencio has a noteworthy background as an entrepreneur with a focus on technology startups. His journey in the business landscape is marked by the establishment and scaling of several innovative companies that address emerging market needs. With expertise in leveraging digital solutions, he plays a pivotal role in driving growth within competitive sectors. By fostering collaboration among teams and stakeholders, Mark has demonstrated his ability to navigate challenges inherent to new ventures while capitalizing on opportunities for disruption. His commitment to advancement not only positions him as a leader but also enhances his relevance within investment circles seeking fresh ideas from visionary founders.
Mark Vicencio has a noteworthy background as an entrepreneur with a focus on technology startups. His journey in the business landscape is marked by the establishment and scaling of several innovative companies that address emerging market needs. With expertise in leveraging digital solutions, he plays a pivotal role in driving growth within competitive sectors. By fostering collaboration among teams and stakeholders, Mark has demonstrated his ability to navigate challenges inherent to new ventures while capitalizing on opportunities for disruption. His commitment to advancement not only positions him as a leader but also enhances his relevance within investment circles seeking fresh ideas from visionary founders.
Investment Philosophy & Strategy
The competitive technology landscape offers fertile ground for transformative ventures. Mark Vicencio capitalizes on his entrepreneurial experience to identify and foster disruptive innovations that align with evolving consumer demands. His strategic insights derive from years of scaling startups, where he skillfully integrates digital solutions to enhance operational efficiency. By leveraging a collaborative approach, he not only nurtures talent but also creates synergies among diverse teams, enabling rapid adaptation to market shifts. This agility positions him uniquely in investment circles focused on high-potential growth opportunities within the tech sector.
The competitive technology landscape offers fertile ground for transformative ventures. Mark Vicencio capitalizes on his entrepreneurial experience to identify and foster disruptive innovations that align with evolving consumer demands. His strategic insights derive from years of scaling startups, where he skillfully integrates digital solutions to enhance operational efficiency. By leveraging a collaborative approach, he not only nurtures talent but also creates synergies among diverse teams, enabling rapid adaptation to market shifts. This agility positions him uniquely in investment circles focused on high-potential growth opportunities within the tech sector.
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:
92.98%
Gain +1.03%
Monthly
1%
Yearly
12.67%
Drawdown
23.56%
$204.28M
Equity
Holdings
$204.28M
Investment
$133.27M
$59.87M
Profit +$1.33M
Realized
-$11.13M
Unrealized
$71.01M
Dividends
$8.78M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$1.33M
Win %
87%
This Week
Compared To Last Week
Gain
2.69%
Profit
$5.36M
Win %
87%
This Month
Compared to last month
Gain
2.69%
Profit
$5.36M
Win %
87%
This Year
Compared to last year
Gain
-0.6%
Profit
-$1.13M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$142,155.16 
GOOG Alphabet Inc
+6.88%
+$222,280.69 
GOOGL Alphabet Inc
+6.73%
+$24,694.53 
META Meta Platforms Inc Class A
+3.28%
+$13,454.47 
MSFT Microsoft Corp.
+3.02%
+$17,052.23 
NVDA NVIDIA Corporation
+2.93%
+$39,376.21 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$44,589 
KLAC KLA Corporation
+1.38%
+$15,164.16 
QLD ProShares Ultra QQQ
+1.2%
+$7,763.58 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$280,253.04 
TSLA Tesla, Inc.
+0.76%
+$2,234.9 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$45,109.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$65,110.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$132,688.81 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$83,460.74 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$56,094.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$20,812.03 
IWB iShares Russell 1000 ETF
+0.64%
+$38,269.29 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$16,050.72 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$1,135.82 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,274.61 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,803.4 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$15,217.1 
SMH VanEck Semiconductor ETF
+0.3%
+$29,169.03 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$787.61 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$9,185.51 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$4,615.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$658.44 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$408 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$14,743.52 
SOXX iShares Semiconductor ETF
+0.07%
+$446.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$372.84 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,037.99 
AAPL Apple Inc.
-7.35%
-$177,181.52 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$37,856.32 
IWM iShares Russell 2000 ETF
-0.47%
-$5,466.83 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,937.22 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$6,522 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$9,406.47 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$11,185.37 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$10,546.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$20,865.42 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$11,038.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,078.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,064.32 
IWN iShares Russell 2000 Value ETF
-0.25%
-$3,666.17 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$928.78 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$3,459.8 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,039.16 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$2,840.27 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,633.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$367.14 
UYG ProShares Ultra Financials
-0.08%
-$259.36 
VO Vanguard Mid-Cap ETF
-0.05%
-$107.08 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,613.94 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$742.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$153.8 Events
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Dividends
Dividend Analysis
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| Trades 903 | Longs Won 607/903 67% | Profit Factor 4.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $330,636.94 |
| Average Win $128,260.7 | Best Trade (Aug 06) $3.7M | Sharpe Ratio -9.59 |
| Average Loss -$60,742.09 | Worst Trade (Jun 30) -$770,788.92 | Z-Score 13.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 2d | Expectancy $66,306.3 |
| 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 | 3,367 | 3,030 | 2,694 | 2,357 | 2,020 | 1,684 | 1,347 | 1,010 | 673 | 337 |
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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FAQ
Which stocks have generated the highest profits for Mark Vicencio?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $1.16M, JPMorgan Equity Premium Income Fund - $1.02M, SPDR S&P 500 ETF Trust - $1.01M, SPDR Bloomberg 1-3 Month T-Bill ETF - $925,994.84, and Invesco NASDAQ 100 ETF - $878,925.18. 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: SPDR Portfolio S&P 500 Growth ETF - $1.23M, Schwab U.S. TIPS ETF - $1.2M, Invesco QQQ Trust, Series 1 - $1.06M, VanEck Semiconductor ETF - $971,986.46, and The Real Estate Select Sector SPDR Fund - $902,861.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Vicencio's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.78M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.01M, SPDR Bloomberg 1-3 Month T-Bill ETF - $897,188.94, Vanguard S&P 500 ETF - $564,292.31, Schwab Short-Term U.S. Treasury ETF - $453,472.18, and SPDR S&P 500 ETF Trust - $406,483.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Vicencio's monthly returns?
Mark Vicencio's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mark Vicencio's strategy be considered aggressive or moderate?
Mark Vicencio's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mark Vicencio's strategy?
Mark Vicencio's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
