Lonny Elfenbein Portfolio
Invests via West Michigan Advisors LLC | Managed by Ryan Gorman
Invests via West Michigan Advisors LLC
Managed by Ryan Gorman
Automatically Tracked
Lonny Elfenbein Profile
Lonny Elfenbein is a seasoned investor and entrepreneur known for his extensive experience in technology commercialization and venture capital. He has played pivotal roles in founding and scaling multiple startups, particularly within the software development sector. His approach emphasizes innovative product solutions that address evolving market needs. Drawing from a strong educational background, including advanced degrees in engineering, he leverages technical acumen alongside financial insights to drive strategic growth initiatives. Elfenbein's relevance extends beyond investment; he actively mentors emerging founders, fostering a culture of innovation while promoting entrepreneurship across various tech-driven ecosystems.
Lonny Elfenbein is a seasoned investor and entrepreneur known for his extensive experience in technology commercialization and venture capital. He has played pivotal roles in founding and scaling multiple startups, particularly within the software development sector. His approach emphasizes innovative product solutions that address evolving market needs. Drawing from a strong educational background, including advanced degrees in engineering, he leverages technical acumen alongside financial insights to drive strategic growth initiatives. Elfenbein's relevance extends beyond investment; he actively mentors emerging founders, fostering a culture of innovation while promoting entrepreneurship across various tech-driven ecosystems.
Investment Philosophy & Strategy
Innovation shapes Lonny Elfenbein's investment ethos, particularly in the software sector where he has established a formidable track record. His knack for identifying market trends leads him to favor startups that present groundbreaking technological solutions with strong scalability potential. With an entrepreneurial spirit and engineering expertise, he strategically navigates venture opportunities while prioritizing teams that exhibit agility and creativity. This dynamic mindset not only fuels successful ventures but also enhances his role as a mentor, championing future leaders who strive to redefine the tech landscape.
Innovation shapes Lonny Elfenbein's investment ethos, particularly in the software sector where he has established a formidable track record. His knack for identifying market trends leads him to favor startups that present groundbreaking technological solutions with strong scalability potential. With an entrepreneurial spirit and engineering expertise, he strategically navigates venture opportunities while prioritizing teams that exhibit agility and creativity. This dynamic mindset not only fuels successful ventures but also enhances his role as a mentor, championing future leaders who strive to redefine the tech landscape.
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:
65.49%
Gain -0.14%
Monthly
0.86%
Yearly
10.84%
Drawdown
26.07%
$483.45M
Equity
Holdings
$483.45M
Investment
$405.75M
$94.9M
Profit -$571,642.57
Realized
$17.2M
Unrealized
$77.71M
Dividends
$31.05M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$571,642.57
Win %
74%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$2.89M
Win %
74%
This Month
Compared to last month
Gain
-2.4%
Profit
-$11.9M
Win %
74%
This Year
Compared to last year
Gain
-2.51%
Profit
-$12.36M
Win %
75%
ACN Accenture plc Class A
+5.95%
+$15,188.25 
VZ Verizon Communications Inc.
+5.84%
+$163,696.64 
TMUS T-Mobile US, Inc.
+5.67%
+$15,858.79 
T AT&T Inc.
+5.1%
+$27,590.94 
EQIX Equinix, Inc.
+4.9%
+$16,727.68 
CRM Salesforce Inc
+4.29%
+$111,226.88 
FIS Fidelity National Information Services, Inc.
+3.67%
+$7,151.55 
IBM International Business Machines Corporation
+3.65%
+$32,535.14 
WFRD Weatherford International plc
+3.6%
+$86,169.16 
RCL Royal Caribbean Group
+3.57%
+$37,926.76 
SYK Stryker Corporation
+3.54%
+$63,517.68 
AAPL Apple Inc.
+3.53%
+$521,071.84 
DE Deere & Company
+2.97%
+$9,777.43 
ADP Automatic Data Processing Inc.
+2.97%
+$7,592.13 
LOW Lowe's Companies Inc.
+2.83%
+$4,936.36 
YTRA Yatra Online, Inc.
+2.79%
+$478 
MSI Motorola Solutions, Inc.
+2.66%
+$58,233.48 
HD The Home Depot, Inc.
+2.55%
+$50,794.46 
ABT Abbott Laboratories
+2.29%
+$19,965.31 
SHW The Sherwin-Williams Company
+2.24%
+$9,235.25 
ITW Illinois Tool Works Inc.
+2.21%
+$91,802.58 
SNA Snap-on Inc.
+2.2%
+$9,833.59 
IYR iShares U.S. Real Estate ETF
+2.19%
+$24,910.62 
ALL Allstate Corporation
+2.14%
+$10,104.3 
ECL Ecolab Inc.
+2.13%
+$6,412.22 
EMR Emerson Electric Co.
+2.1%
+$7,037.62 
BKR Baker Hughes Company
+2.07%
+$5,777.96 
WELL Welltower Inc.
+2.03%
+$5,416.58 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.02%
+$6,800.86 
HAL Halliburton Company
+1.99%
+$4,247.1 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$7,812.88 
RJF Raymond James Financial Inc.
+1.9%
+$22,562.4 
AHR American Healthcare REIT, Inc.
+1.88%
+$5,436.74 
CB Chubb Limited
+1.84%
+$50,823.5 
ICE Intercontinental Exchange, Inc.
+1.8%
+$6,904.03 
PRU Prudential Financial, Inc.
+1.8%
+$5,244.88 
MMM 3M Company
+1.79%
+$4,820.73 
BLK BlackRock, Inc.
+1.78%
+$7,811.22 
MA Mastercard Incorporated
+1.77%
+$7,748.98 
NFLX Netflix, Inc.
+1.74%
+$21,136.73 
RTX RTX Corporation
+1.74%
+$19,522.09 
PLD Prologis Inc.
+1.73%
+$4,324.73 
CMCSA Comcast Corp
+1.71%
+$55,245 
HAS Hasbro Inc.
+1.65%
+$59,430.24 
LDOS Leidos Holdings Inc.
+1.64%
+$42,256.26 
AU AngloGold Ashanti plc
+1.59%
+$9,306.25 
JNJ Johnson & Johnson
+1.59%
+$41,816.25 
SYF Synchrony Financial
+1.57%
+$6,307.66 
F Ford Motor Company
+1.55%
+$3,891.14 
SPGI S&P Global Inc.
+1.52%
+$7,961.59 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$26,702.06 
MDT Medtronic plc
+1.46%
+$9,688.78 
O Realty Income Corporation
+1.36%
+$7,284.64 
GE General Electric Company
+1.35%
+$18,745.03 
CSL Carlisle Companies Inc.
+1.35%
+$2,963.41 
KO The Coca-Cola Company
+1.33%
+$15,807.96 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+1.32%
+$4,158.54 
FTCS First Trust Capital Strength ETF
+1.31%
+$13,047.3 
GD General Dynamics Corporation
+1.3%
+$3,650.55 
MO Altria Group, Inc.
+1.26%
+$53,586.14 
BAC Bank of America Corporation
+1.26%
+$3,245.55 
PEP PepsiCo, Inc.
+1.25%
+$3,474.64 
CSCO Cisco Systems, Inc.
+1.25%
+$85,324.74 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$2,876.15 
AMGN Amgen Inc.
+1.22%
+$7,908.7 
IONS Ionis Pharmaceuticals, Inc.
+1.22%
+$30,337.52 
APD Air Products and Chemicals, Inc.
+1.22%
+$20,359.4 
BBY Best Buy Co., Inc.
+1.18%
+$16,900 
LIN Linde plc
+1.18%
+$6,150.74 
V Visa Inc. Class A
+1.18%
+$13,889.63 
SDY SPDR S&P Dividend ETF
+1.18%
+$4,463.46 
DRI Darden Restaurants, Inc.
+1.13%
+$4,342.77 
GCOW Pacer Global Cash Cows Dividend ETF
+1.02%
+$3,749 
SLV iShares Silver Trust
+1.02%
+$5,734.59 
WMT Walmart Inc.
+0.99%
+$39,123.48 
PM Philip Morris International Inc.
+0.98%
+$4,169.84 
UNP Union Pacific Corporation
+0.98%
+$23,938.1 
DUK Duke Energy Corporation
+0.97%
+$8,736.91 
COST Costco Wholesale Corporation
+0.97%
+$2,646.16 
FTI TechnipFMC plc
+0.96%
+$38,199.6 
ABBV AbbVie Inc.
+0.95%
+$41,557.74 
JPM JPMorgan Chase & Co.
+0.95%
+$62,373.64 
BMY Bristol-Myers Squibb Company
+0.94%
+$38,663.96 
IWS iShares Russell Mid-Cap Value ETF
+0.94%
+$2,622.62 
FIVE Five Below, Inc.
+0.93%
+$27,842.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$6,690.6 
KBE SPDR S&P Bank ETF
+0.86%
+$6,262.85 
LLY Eli Lilly and Company
+0.86%
+$23,103.91 
IWD iShares Russell 1000 Value ETF
+0.84%
+$14,191.48 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$21,109.92 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$2,971.52 
MCD McDonald's Corporation
+0.75%
+$7,681.32 
CMS CMS Energy Corporation
+0.74%
+$1,591.15 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.72%
+$9,567.3 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$1,992.21 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$2,778.41 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$12,367.48 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.66%
+$1,891.6 
QDF FlexShares Quality Dividend Index Fund
+0.65%
+$4,020.69 
GOOGL Alphabet Inc
+0.65%
+$33,300.04 
WM Waste Management, Inc.
+0.62%
+$1,848.52 
EOG EOG Resources, Inc.
+0.62%
+$27,615.29 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$5,719.38 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$1,646.35 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$1,621.6 
AVLNF Avalon Advanced Materials Inc.
+0.57%
+$1.69 
WTFC Wintrust Financial Corporation
+0.56%
+$1,959.78 
ELAN Elanco Animal Health Incorporated
+0.53%
+$14,287.39 
EFA iShares MSCI EAFE ETF
+0.5%
+$13,486.44 
SHEL Shell plc
+0.49%
+$1,323.97 
TJX The TJX Companies, Inc.
+0.48%
+$5,361.3 
FSK FS KKR Capital Corp.
+0.47%
+$1,555.3 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.46%
+$6,380.65 
MRK Merck & Co., Inc.
+0.45%
+$25,836.41 
AEM Agnico Eagle Mines Limited
+0.43%
+$2,082.61 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$1,508.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$1,570.16 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.41%
+$64,413.99 
CME CME Group Inc.
+0.39%
+$7,617.97 
IWN iShares Russell 2000 Value ETF
+0.38%
+$1,370.88 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$5,063.4 
ROK Rockwell Automation, Inc.
+0.33%
+$1,235.19 
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.32%
+$1,718.04 
PG Procter & Gamble Co
+0.3%
+$3,835.48 
VO Vanguard Mid-Cap ETF
+0.29%
+$260.82 
KMI Kinder Morgan, Inc.
+0.28%
+$731.34 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.26%
+$671.76 
RVMD Revolution Medicines Inc.
+0.25%
+$3,944.64 
GOOG Alphabet Inc
+0.24%
+$3,704.23 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.24%
+$4,198.86 
C Citigroup Inc.
+0.23%
+$777.79 
PH Parker-Hannifin Corporation
+0.21%
+$644.78 
PFFV Global X Variable Rate Preferred ETF
+0.2%
+$606.41 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$1,059.4 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.2%
+$583.44 
CVX Chevron Corporation
+0.19%
+$2,564.77 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$538.13 
QTPI North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
+0.18%
+$1,788.62 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.16%
+$13,683.6 
SUB iShares Short-Term National Muni Bond ETF
+0.16%
+$362.61 
PDO PIMCO Dynamic Income Opportunities Fund
+0.15%
+$500 
IEI iShares 3-7 Year Treasury Bond ETF
+0.15%
+$1,081.54 
BA Boeing Company
+0.14%
+$301.6 
WFC Wells Fargo & Company
+0.14%
+$1,320.84 
ETR Entergy Corporation
+0.13%
+$546.15 
HMOP Hartford Municipal Opportunities ETF
+0.13%
+$514.55 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.13%
+$754.86 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$2,523.24 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$278.05 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.11%
+$369.1 
HPE Hewlett Packard Enterprise Company
+0.1%
+$599.25 
GLD SPDR Gold Shares
+0.1%
+$3,371.36 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,333.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$879.85 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$1,225.44 
SSO ProShares Ultra S&P500
+0.09%
+$635.16 
MOS Mosaic Company
+0.09%
+$246.8 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$1,960.36 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$715.07 
UNIY Voya Yield Enhanced USD Universal Bond Fund
+0.08%
+$658.6 
VOO Vanguard S&P 500 ETF
+0.08%
+$5,613.44 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$176.32 
SPYI NEOS S&P 500 High Income ETF
+0.08%
+$1,816.92 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$240.92 
JPIE JPMorgan Income ETF
+0.07%
+$742.35 
JCI Johnson Controls International plc
+0.06%
+$1,482.27 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.05%
+$304.13 
COP ConocoPhillips
+0.05%
+$315.54 
IWB iShares Russell 1000 ETF
+0.05%
+$223.38 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.04%
+$2,155.3 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$727.56 
SBUX Starbucks Corporation
+0.04%
+$138.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$301.2 
XOM Exxon Mobil Corporation
+0.03%
+$170.3 
MSFT Microsoft Corp.
+0.03%
+$3,399.93 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$186.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,475.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$458.44 
FTGS First Trust Growth Strength ETF
+0.02%
+$259.01 
138171012
0%
$0 
378331003
0%
$0 
FSSL
0%
$0 
HYTR Counterpoint High Yield ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MVFD
0%
$0 
MVFG
0%
$0 
SNDK SanDisk Corporation
-10.79%
-$223,641.86 
COHR Coherent Corp.
-9.84%
-$160,655.08 
RKLB Rocket Lab Corporation
-8.69%
-$66,308.48 
LITE Lumentum Holdings Inc.
-8.47%
-$80,046.47 
INTC Intel Corporation
-7.89%
-$499,152.64 
MU Micron Technology, Inc.
-6.99%
-$144,614.9 
WDC Western Digital Corporation
-6.9%
-$120,004.5 
TER Teradyne, Inc.
-6.38%
-$63,602.24 
GLW Corning Incorporated
-6.03%
-$69,398.81 
ECG Everus Construction Group, Inc.
-5.78%
-$55,165.67 
FIX Comfort Systems USA, Inc.
-5.33%
-$40,971.02 
MRNA Moderna, Inc.
-5.17%
-$46,430.05 
ASTS AST SpaceMobile, Inc.
-5.04%
-$29,466.24 
AMAT Applied Materials, Inc.
-4.72%
-$96,880.91 
MKSI MKS Instruments Inc.
-4.67%
-$54,421.12 
KRMN Karman Holdings Inc.
-4.59%
-$18,871.56 
LRCX Lam Research Corporation
-4.56%
-$73,695.11 
TECL Direxion Daily Technology Bull 3x Shares
-4.55%
-$42,200.01 
VRT Vertiv Holdings Co
-4.5%
-$46,142.7 
AXP American Express Company
-4.3%
-$207,228.28 
KTOS Kratos Defense & Security Solutions, Inc.
-4.23%
-$21,681.66 
ORCL Oracle Corporation
-4.21%
-$23,240.1 
CIEN Ciena Corporation
-4.07%
-$42,087.83 
GNTX Gentex Corporation
-3.78%
-$1.61M 
TFIN Triumph Financial, Inc.
-3.75%
-$52,800 
KLAC KLA Corporation
-3.75%
-$1,141.19 
AMD Advanced Micro Devices, Inc.
-3.29%
-$38,726.4 
JBL Jabil Inc.
-2.93%
-$11,302.21 
NXPI NXP Semiconductors N.V.
-2.9%
-$11,278.08 
AVGO Broadcom Inc.
-2.69%
-$198,318.71 
ETN Eaton Corporation plc
-2.66%
-$120,620.28 
QCOM QUALCOMM Incorporated
-2.42%
-$151,201.08 
LYB LyondellBasell Industries N.V.
-2.27%
-$4,368 
CRMD CorMedix Inc.
-2.24%
-$11,880 
ADI Analog Devices, Inc.
-2.19%
-$80,356.09 
TSLA Tesla, Inc.
-2.08%
-$19,700.28 
TXN Texas Instruments Inc
-1.9%
-$11,647.73 
PFE Pfizer Inc.
-1.88%
-$4,622.92 
META Meta Platforms Inc Class A
-1.8%
-$50,491.37 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$7,005.58 
TIGO Millicom International Cellular S.A.
-1.78%
-$59,983.38 
ALB Albemarle Corporation
-1.76%
-$9,925.08 
WMB The Williams Companies, Inc.
-1.66%
-$9,712.5 
NEM Newmont Corporation
-1.61%
-$65,311.11 
SCCO Southern Copper Corporation
-1.61%
-$12,241.58 
GEV GE Vernova Inc.
-1.59%
-$9,321.45 
FV First Trust Dorsey Wright Focus 5 ETF
-1.49%
-$7,888.65 
CGGO Capital Group Global Growth Equity ETF
-1.49%
-$59,660.21 
FCX Freeport-McMoRan Inc.
-1.42%
-$3,817.8 
CF CF Industries Holdings, Inc.
-1.29%
-$3,050.4 
HON Honeywell International Inc.
-1.27%
-$4,140.25 
GS The Goldman Sachs Group, Inc.
-1.25%
-$14,879.46 
PBR Petrobras S.A. Sponsored ADR
-1.21%
-$2,836.59 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$3,094.49 
GILD Gilead Sciences Inc.
-1.18%
-$46,183.8 
VISN Vistance Networks, Inc.
-1.17%
-$1,856.12 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$10,380.5 
QQQI Neos NASDAQ-100 High Income ETF
-1.12%
-$39,841.8 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$46,494.48 
ATI ATI Inc.
-1.02%
-$10,246.92 
ADPV Adaptiv Select ETF
-1.02%
-$7,113.98 
IWO iShares Russell 2000 Growth ETF
-1.01%
-$3,517.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$15,232.11 
MPC Marathon Petroleum Corporation
-0.97%
-$47,319.51 
NVDA NVIDIA Corporation
-0.92%
-$116,760.35 
VLO Valero Energy Corporation
-0.9%
-$2,633.05 
SU Suncor Energy Inc.
-0.9%
-$2,020.8 
XSMO Invesco S&P SmallCap Momentum ETF
-0.85%
-$8,827.5 
IBIT iShares Bitcoin Trust
-0.83%
-$5,696.48 
FSCO FS Credit Opportunities Corp.
-0.81%
-$5,386.28 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$5,295.96 
ALLE Allegion plc
-0.78%
-$31,978.14 
WBD Warner Bros. Discovery, Inc.
-0.69%
-$4,829.94 
UNH UnitedHealth Group Incorporated
-0.67%
-$8,691.27 
AMZN Amazon.com Inc
-0.66%
-$39,171.6 
CAT Caterpillar Inc.
-0.65%
-$30,839.48 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.61%
-$7,051.49 
AMKR Amkor Technology Inc.
-0.57%
-$5,704.66 
PANW Palo Alto Networks, Inc.
-0.56%
-$8,305.71 
DVN Devon Energy Corporation
-0.55%
-$9,009.46 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$3,899.97 
ADM Archer-Daniels-Midland Co
-0.5%
-$1,873.08 
FTAI FTAI Aviation Ltd.
-0.38%
-$10,880.47 
PLTR Palantir Technologies Inc.
-0.36%
-$2,097.9 
FFA First Trust Enhanced Equity Income Fund
-0.36%
-$1,013.28 
IMTM iShares MSCI International Momentum Factor ETF
-0.34%
-$6,377.4 
MGNR American Beacon GLG Natural Resources ETF
-0.34%
-$1,868.13 
SPHQ Invesco S&P 500 Quality ETF
-0.33%
-$7,575.17 
DODIX Dodge & Cox Income Fund Class I
-0.32%
-$1,401.84 
IWM iShares Russell 2000 ETF
-0.32%
-$1,233.7 
ET Energy Transfer L.P.
-0.29%
-$1,004.34 
IMO Imperial Oil Limited
-0.27%
-$537.95 
ROIV Roivant Sciences Ltd
-0.26%
-$2,573.63 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.25%
-$598.32 
BP BP p.l.c. Sponsored ADR
-0.25%
-$575.08 
HBAN Huntington Bancshares Incorporated
-0.23%
-$12,587.28 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.21%
-$257.3 
FDX FedEx Corporation
-0.21%
-$417.79 
UTHR United Therapeutics Corporation
-0.2%
-$373.14 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.18%
-$2,317.65 
EAD Allspring Income Opportunities Fund
-0.16%
-$136.76 
TPYP Tortoise North American Pipeline Fund
-0.16%
-$792.96 
CGUS Capital Group Core Equity ETF
-0.11%
-$327.1 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.11%
-$3,373.6 
PSX Phillips 66
-0.1%
-$304.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$794.57 
OKE ONEOK, Inc.
-0.07%
-$162.26 
CMI Cummins Inc.
-0.06%
-$269.81 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$76.66 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.01%
-$125.48 
NEE NextEra Energy, Inc.
-0.01%
-$297.08 Events
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Dividends
Dividend Analysis
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| Trades 3208 | Longs Won 1884/3208 58% | Profit Factor 2.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,110.94 |
| Average Win $77,518.62 | Best Trade (Jul 27) $4.17M | Sharpe Ratio -8.47 |
| Average Loss -$38,620.77 | Worst Trade (Jul 25) -$13.66M | Z-Score 5.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $29,583.27 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
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Returns
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FAQ
Which stocks have generated the highest profits for Lonny Elfenbein?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $5.03M, Amplify CWP Enhanced Dividend Income ETF - $2.96M, Broadcom Inc - $2.24M, Capital Group Global Growth Equity ETF - $2.02M, and Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.52M. 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: Invesco NASDAQ 100 ETF - $2.66M, VANGUARD TOTAL STOCK MKT ETF - $2.16M, Pacer Trendpilot US Bond ETF - $682,173.29, iShares Core S&P Small-Cap ETF - $513,701.99, and MillerKnoll, Inc - $428,130.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lonny Elfenbein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.05M earned over time. The largest contributors to dividend income include Amplify CWP Enhanced Dividend Income ETF - $3.15M, JPMorgan Nasdaq Equity Premium Income ETF - $2.61M, Gentex Corporation - $2.38M, FS KKR Capital Corp - $1.37M, and Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lonny Elfenbein's monthly returns?
Lonny Elfenbein'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 Lonny Elfenbein's strategy be considered aggressive or moderate?
Lonny Elfenbein'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 Lonny Elfenbein's strategy?
Lonny Elfenbein'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.
