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:
101.69%
Gain +1.96%
Monthly
0.98%
Yearly
12.37%
Drawdown
23.56%
$204.6M
Equity
Holdings
$204.6M
Investment
$133.27M
$60.2M
Profit +$2.45M
Realized
-$11.13M
Unrealized
$71.33M
Dividends
$8.9M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.96%
Profit
$2.45M
Win %
85%
This Week
Compared To Last Week
Gain
1.21%
Profit
$2.45M
Win %
85%
This Month
Compared to last month
Gain
0.67%
Profit
$1.36M
Win %
85%
This Year
Compared to last year
Gain
-0.45%
Profit
-$811,677.21
Win %
85%
META Meta Platforms Inc Class A
+7.03%
+$35,603.39 
QLD ProShares Ultra QQQ
+4.43%
+$31,603.26 
SOXX iShares Semiconductor ETF
+4.3%
+$28,420.79 
KLAC KLA Corporation
+3.22%
+$34,713 
SMH VanEck Semiconductor ETF
+3.17%
+$325,331.1 
TSLA Tesla, Inc.
+2.87%
+$9,910.36 
AIQ Global X Artificial Intelligence & Technology ETF
+2.67%
+$23,969.07 
GOOG Alphabet Inc
+2.25%
+$74,851.6 
SPMO Invesco S&P 500 Momentum ETF
+2.17%
+$6,200.99 
QQQM Invesco NASDAQ 100 ETF
+2.15%
+$274,473.98 
QQQ Invesco QQQ Trust, Series 1
+2.12%
+$193,679.09 
XLK State Street Technology Select Sector SPDR ETF
+2.04%
+$30,872.2 
GOOGL Alphabet Inc
+1.96%
+$7,528.14 
IWF iShares Russell 1000 Growth ETF
+1.76%
+$109,733.02 
VOT Vanguard Mid-Cap Growth ETF
+1.67%
+$36,406.05 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.57%
+$409,316.94 
IWP iShares Russell Mid-Cap Growth ETF
+1.49%
+$43,504.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.42%
+$46,191 
NVDA NVIDIA Corporation
+1.17%
+$17,929.6 
IWB iShares Russell 1000 ETF
+1.11%
+$68,676.79 
SCHX Schwab U.S. Large-Cap ETF
+1.1%
+$36,147.21 
VOO Vanguard S&P 500 ETF
+1.09%
+$209,815.05 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$99,738.74 
IWO iShares Russell 2000 Growth ETF
+0.89%
+$43,244.99 
XSMO Invesco S&P SmallCap Momentum ETF
+0.75%
+$10,695.97 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.7%
+$24,783.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.68%
+$2,657.44 
AMZN Amazon.com Inc
+0.67%
+$6,737.36 
VO Vanguard Mid-Cap ETF
+0.65%
+$1,394.98 
IWM iShares Russell 2000 ETF
+0.64%
+$7,158.02 
UYG ProShares Ultra Financials
+0.62%
+$1,847.94 
SCHA Schwab U.S. Small-Cap ETF
+0.61%
+$4,631.77 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$44,049.22 
SCHM Schwab U.S. Mid-Cap ETF
+0.55%
+$6,469.12 
JEPI JPMorgan Equity Premium Income Fund
+0.51%
+$22,825.65 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.5%
+$58,974.82 
VOOV Vanguard S&P 500 Value ETF
+0.47%
+$6,435.8 
RWL Invesco S&P 500 Revenue ETF
+0.46%
+$1,132.1 
IWD iShares Russell 1000 Value ETF
+0.45%
+$4,332.37 
IWN iShares Russell 2000 Value ETF
+0.43%
+$6,166.05 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.41%
+$12,223.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.37%
+$1,038.12 
AAPL Apple Inc.
+0.28%
+$6,720.18 
XMMO Invesco S&P MidCap Momentum ETF
+0.28%
+$11,076.97 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.27%
+$9,587.46 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.25%
+$571.2 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.23%
+$4,002.16 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$8,847.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.13%
+$1,307.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$845.74 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$3,113.97 
FLDR Fidelity Low Duration Bond ETF
+0.04%
+$1,350.53 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$1,178.18 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$106.42 
SHV iShares Short Treasury Bond ETF
+0.01%
+$125.52 
Events
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Dividends
Dividend Analysis
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| Trades 903 | Longs Won 599/903 66% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,483.31 |
| Average Win $130,797.95 | Best Trade (Sep 21) $3.93M | Sharpe Ratio -9.59 |
| Average Loss -$59,705.11 | Worst Trade (Jun 30) -$770,788.92 | Z-Score 12.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $66,664.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,425 | 3,082 | 2,740 | 2,397 | 2,055 | 1,712 | 1,370 | 1,027 | 685 | 342 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,226 | $1.41M | $2.44M | - | $1.02M | 72.16% | +0.277% |
| AIQ Global X Artificial Intelligence & Technology ETF | 14,017 | $477,322.61 | $922,879.28 | - | $445,556.67 | 93.34% | +2.666% |
| AMZN Amazon.com Inc | 3,940 | $761,029 | $1.01M | - | $245,325.8 | 32.24% | +0.674% |
| BND Vanguard Total Bond Market Index Fund | 58,095 | $4.3M | $4.15M | - | -$158,689.16 | -3.69% | +0.214% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 5,712 | $1.89M | $2.96M | - | $1.07M | 56.93% | +0.415% |
| FLDR Fidelity Low Duration Bond ETF | 74,205 | $3.72M | $3.71M | - | -$10,367.12 | -0.28% | +0.036% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 368,588 | $7.31M | $11.89M | - | $4.58M | 62.73% | +0.498% |
| GOOG Alphabet Inc | 9,677 | $2.74M | $3.41M | - | $665,699.23 | 24.28% | +2.246% |
| GOOGL Alphabet Inc | 1,099 | $316,028.44 | $391,672.61 | - | $75,644.17 | 23.94% | +1.96% |
| IWB iShares Russell 1000 ETF | 14,833 | $3.94M | $6.24M | - | $2.3M | 58.45% | +1.113% |
| IWD iShares Russell 1000 Value ETF | 3,851 | $596,418.43 | $973,629.07 | - | $377,210.64 | 63.25% | +0.447% |
| IWF iShares Russell 1000 Growth ETF | 50,685 | $3.82M | $6.36M | - | $2.53M | 66.29% | +1.757% |
| IWM iShares Russell 2000 ETF | 3,933 | $857,155.82 | $1.12M | - | $267,367.54 | 31.19% | +0.641% |
| IWN iShares Russell 2000 Value ETF | 6,666 | $1.04M | $1.44M | - | $402,907.75 | 38.73% | +0.429% |
| IWO iShares Russell 2000 Growth ETF | 13,472 | $3.7M | $4.92M | - | $1.22M | 32.97% | +0.887% |
| IWP iShares Russell Mid-Cap Growth ETF | 21,378 | $2.41M | $2.97M | - | $562,031.43 | 23.3% | +1.485% |
| JEPI JPMorgan Equity Premium Income Fund | 80,090 | $4.46M | $4.53M | - | $62,230.92 | 1.39% | +0.507% |
| KLAC KLA Corporation | 6,090 | $295,377.18 | $1.11M | - | $817,204.92 | 276.66% | +3.221% |
| MDY SPDR S&P MidCap 400 ETF Trust | 422 | $242,276.53 | $282,377.08 | - | $40,100.55 | 16.55% | +0.369% |
| META Meta Platforms Inc Class A | 761 | $219,989.44 | $542,239.13 | - | $322,249.69 | 146.48% | +7.027% |
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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 - $1.05M, 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 $8.9M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.04M, 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 - $463,527.03, 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.
