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

Tracking: 0 Updated: Jun 12 at 08:09 PM

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.

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.

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:

47.95%

Gain +0.48%

Monthly

0.38%

Yearly

4.63%

Drawdown

21.6%

$202.85M

Equity

Holdings

$202.85M

Investment

$133.14M

$57.9M

Profit +$1.17M

Realized

-$11.81M

Unrealized

$69.71M

Dividends

$8.32M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.48%

Profit

$1.17M

Win %

88%

This Week

Compared To Last Week

Gain

-0.33%

Profit

-$669,041.41

Win %

88%

This Month

Compared to last month

Gain

-1.03%

Profit

-$2.12M

Win %

88%

This Year

Compared to last year

Gain

8.47%

Profit

$16.49M

Win %

88%

Gainers
Losers

KLAC KLA Corporation

+5.55%

+$81,459.84

TSLA Tesla, Inc.

+1.88%

+$8,908.45

SMH VanEck Semiconductor ETF

+1.65%

+$182,347.2

SOXX iShares Semiconductor ETF

+1.49%

+$10,828.87

QLD ProShares Ultra QQQ

+1.41%

+$10,448.1

XSVM Invesco S&P SmallCap Value with Momentum ETF

+1.37%

+$24,453.54

XSMO Invesco S&P SmallCap Momentum ETF

+1.19%

+$17,289.3

IWN iShares Russell 2000 Value ETF

+1.17%

+$17,062.32

SCHA Schwab U.S. Small-Cap ETF

+1.15%

+$9,222.07

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$4,140.88

SCHM Schwab U.S. Mid-Cap ETF

+1.07%

+$13,039.32

IWD iShares Russell 1000 Value ETF

+1.02%

+$9,386.35

VO Vanguard Mid-Cap ETF

+0.97%

+$2,808.95

SCHV Schwab U.S. Large-Cap Value ETF

+0.97%

+$75,494.76

XLK State Street Technology Select Sector SPDR ETF

+0.92%

+$14,464.71

IWM iShares Russell 2000 ETF

+0.9%

+$10,438.08

SLYG SPDR S&P 600 Small Cap Growth ETF

+0.89%

+$3,589

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$3,041.52

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.89%

+$103,374.43

VIOG Vanguard S&P Small-Cap 600 Growth ETF

+0.88%

+$31,514.62

COWZ Pacer US Cash Cows 100 ETF

+0.82%

+$1,681.68

RWL Invesco S&P 500 Revenue ETF

+0.81%

+$1,930.24

XMMO Invesco S&P MidCap Momentum ETF

+0.8%

+$35,785.85

VOT Vanguard Mid-Cap Growth ETF

+0.75%

+$16,351.79

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$22,165.46

MDY SPDR S&P MidCap 400 ETF Trust

+0.73%

+$2,109.22

IWO iShares Russell 2000 Growth ETF

+0.68%

+$34,697.85

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$88,350.03

SPYV SPDR Portfolio S&P 500 Value ETF

+0.65%

+$6,429.02

VOOV Vanguard S&P 500 Value ETF

+0.64%

+$8,626.38

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$57,684.48

VOO Vanguard S&P 500 ETF

+0.58%

+$108,040.18

SPY SPDR S&P 500 ETF Trust

+0.57%

+$54,325.76

GOOGL Alphabet Inc

+0.56%

+$2,198.01

IWB iShares Russell 1000 ETF

+0.55%

+$32,867.1

SCHX Schwab U.S. Large-Cap ETF

+0.48%

+$14,231.28

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$20,586.54

GOOG Alphabet Inc

+0.46%

+$15,912.92

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.45%

+$14,692.65

NVDA NVIDIA Corporation

+0.18%

+$2,549.67

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$36,638.25

MSFT Microsoft Corp.

+0.13%

+$650

FLDR Fidelity Low Duration Bond ETF

+0.07%

+$2,640.4

AIQ Global X Artificial Intelligence & Technology ETF

+0.06%

+$544.68

IWF iShares Russell 1000 Growth ETF

+0.06%

+$4,174.2

IWP iShares Russell Mid-Cap Growth ETF

+0.04%

+$1,072.7

SHV iShares Short Treasury Bond ETF

+0.03%

+$349.83

VUSB Vanguard Ultra-Short Bond ETF

+0.02%

+$856.23

SCHO Schwab Short-Term U.S. Treasury ETF

AAPL Apple Inc.

-1.52%

-$34,600.5

AMZN Amazon.com Inc

-1.21%

-$11,837.16

META Meta Platforms Inc Class A

-0.23%

-$987.99

SCHZ Schwab U.S. Aggregate Bond ETF

-0.13%

-$5,000.46

BND Vanguard Total Bond Market Index Fund

-0.11%

-$5,311.44

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$302.22

Events

Dividends

Dividend Analysis

No Data

Trades 848	Longs Won 561/848 66%	Profit Factor 4.39
Profitability	Shorts Won 0/0 0%	Standard Deviation $338,904.56
Average Win $133,614.4	Best Trade (Jun 12) $3.85M	Sharpe Ratio -10.61
Average Loss -$59,427.31	Worst Trade (Jun 30) -$770,788.92	Z-Score 12.64 (100%)
Commissions $0	Avg. Trade Length 1y 9m 3w	Expectancy $68,280.71

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	3,413	3,072	2,730	2,389	2,048	1,706	1,365	1,024	683	341