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:
84.17%
Gain -1.44%
Monthly
0.82%
Yearly
10.35%
Drawdown
26.35%
$488.18M
Equity
Holdings
$488.18M
Investment
$405.75M
$95.23M
Profit -$3.5M
Realized
$12.79M
Unrealized
$82.43M
Dividends
$32.96M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$3.5M
Win %
76%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$1.77M
Win %
76%
This Month
Compared to last month
Gain
-0.48%
Profit
-$2.35M
Win %
76%
This Year
Compared to last year
Gain
-1.55%
Profit
-$7.63M
Win %
75%
WFRD Weatherford International plc
+6.85%
+$155,507.36 
PANW Palo Alto Networks, Inc.
+6.42%
+$102,936.8 
HAL Halliburton Company
+4.88%
+$10,585.08 
KRMN Karman Holdings Inc. Common Stock
+4.7%
+$13,450.12 
DVN Devon Energy Corporation
+4.23%
+$74,959.04 
FTI TechnipFMC plc
+3.82%
+$133,436.4 
COP ConocoPhillips
+3.74%
+$28,661.55 
EOG EOG Resources, Inc.
+3.53%
+$171,062.99 
BKR Baker Hughes Company
+3.38%
+$9,015.61 
MU Micron Technology Inc.
+3.32%
+$59,380.63 
HPE Hewlett Packard Enterprise Company
+3.26%
+$21,692.85 
JBL Jabil Inc.
+2.72%
+$8,694.92 
OKE ONEOK, Inc.
+2.54%
+$5,540.02 
CVX Chevron Corporation
+2.39%
+$37,502.12 
SU Suncor Energy Inc.
+2.33%
+$6,062.4 
BP BP Plc Sponsored ADR
+2.24%
+$5,855.36 
KMI Kinder Morgan Inc.
+2.21%
+$6,053.87 
XOM ExxonMobil Holdings Corporation
+2.19%
+$13,317.46 
RKLB Rocket Lab Corporation
+2.19%
+$12,214.72 
IMO Imperial Oil Limited
+2.09%
+$4,234.44 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+1.99%
+$6,465.9 
TFIN Triumph Financial Inc.
+1.95%
+$21,296 
LITE Lumentum Holdings Inc.
+1.91%
+$16,269.9 
TECL Direxion Daily Technology Bull 3X Shares
+1.75%
+$16,075 
ALLE Allegion plc
+1.75%
+$81,398.24 
ET Energy Transfer LP
+1.72%
+$5,774.94 
WMB The Williams Companies, Inc.
+1.61%
+$8,818.95 
INTC Intel Corporation
+1.47%
+$79,511.04 
AMD Advanced Micro Devices Inc.
+1.46%
+$16,197.88 
TPYP Tortoise North American Pipeline ETF
+1.45%
+$6,966.72 
ORCL Oracle Corporation
+1.43%
+$8,283.6 
CSCO Cisco Systems, Inc.
+1.36%
+$86,535.02 
ALB Albemarle Corporation
+1.31%
+$5,829.78 
ASTS AST SpaceMobile Inc.
+1.3%
+$4,993.44 
COHR Coherent Corp.
+1.3%
+$14,043.59 
TXN Texas Instruments Inc.
+1.24%
+$7,449.38 
AMAT Applied Materials Inc.
+1.22%
+$16,712.42 
AMKR Amkor Technology Inc.
+1.18%
+$7,092.3 
VISN Vistance Networks, Inc.
+1.16%
+$934.69 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.15%
+$14,744.15 
LYB LyondellBasell Industries N.V.
+1.12%
+$2,293.2 
MKSI MKS Inc.
+1.03%
+$6,802.64 
CF CF Industries Holdings, Inc.
+1.02%
+$2,250.6 
GLW Corning Incorporated
+0.99%
+$9,034.37 
QCOM QUALCOMM Incorporated
+0.94%
+$59,530.86 
ADI Analog Devices, Inc.
+0.93%
+$34,374.79 
LDOS Leidos Holdings, Inc.
+0.92%
+$29,065.77 
FCX Freeport-McMoRan Inc.
+0.91%
+$2,502.78 
DODIX Dodge & Cox Income Fund Class I
+0.91%
+$3,855.06 
TER Teradyne, Inc.
+0.86%
+$7,072.85 
JCI Johnson Controls International plc
+0.8%
+$21,304.9 
PBR Petróleo Brasileiro S.A. - Petrobras
+0.8%
+$2,528.26 
SNDK Sandisk Corp.
+0.78%
+$12,573.93 
ROK Rockwell Automation Inc.
+0.77%
+$2,658.5 
ADPV Adaptiv Select ETF
+0.73%
+$4,830.58 
ABT Abbott Laboratories
+0.72%
+$6,395.82 
MSFT Microsoft Corporation Common Stock
+0.71%
+$105,380.16 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.68%
+$1,891.6 
MOS The Mosaic Company
+0.67%
+$1,419.1 
EMR Emerson Electric Co.
+0.66%
+$2,430.75 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.63%
+$1,533.19 
RVMD Revolution Medicines, Inc.
+0.57%
+$8,752.17 
WTFC Wintrust Financial Corporation
+0.55%
+$1,827.66 
CIEN Ciena Corp.
+0.45%
+$3,657.57 
HON Honeywell International Inc.
+0.42%
+$1,214.2 
AVGO Broadcom Inc.
+0.36%
+$21,993.66 
IBIT iShares Bitcoin Trust ETF
+0.36%
+$3,081.69 
VRT Vertiv Holdings Co Class A Common Stock
+0.33%
+$2,192.45 
SYK Stryker Corp.
+0.31%
+$5,293.21 
LRCX Lam Research Corp.
+0.3%
+$3,490.02 
BA The Boeing Company
+0.28%
+$535.6 
FV First Trust Dorsey Wright Focus 5 ETF
+0.24%
+$1,352.34 
ABBV AbbVie Inc.
+0.22%
+$10,815.32 
HBAN HubSpot Inc.
+0.21%
+$10,510.38 
IBM International Business Machines Corporation
+0.18%
+$1,984.9 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$6,788.09 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.16%
+$516.74 
QQQM Invesco NASDAQ 100 ETF
+0.15%
+$1,435.42 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$794.55 
QQQI NEOS Nasdaq-100 High Income ETF
+0.15%
+$5,318.88 
GEV GE Vernova Inc.
+0.14%
+$666.23 
CMI Cummins Inc.
+0.14%
+$518.28 
KTOS Kratos Defense & Security Solutions, Inc.
+0.13%
+$518.7 
CME CME Group Inc. Class A Common Stock
+0.13%
+$3,039.45 
SCCO Southern Copper Corporation
+0.12%
+$972.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.1%
+$1,603.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.1%
+$375.3 
ADM Archer-Daniels-Midland Company
+0.07%
+$261.36 
MGNR American Beacon GLG Natural Resources ETF
+0.06%
+$329.67 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.05%
+$282.73 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$173.57 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$217.03 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$301.2 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$74.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,603.24 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$545.67 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$1,448.36 
KBE State Street SPDR S&P Bank ETF
+0.01%
+$106.15 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HMOP Hartford Municipal Opportunities ETF
0%
$0 FSSL
FSSL
0%
$0 MVFG
MVFG
0%
$0 3783
378331003
0%
$0 1381
138171012
0%
$0 MVFD
MVFD
0%
$0 
FIX Comfort Systems USA Inc.
-8.47%
-$45,498.6 
AVLNF Avalon Advanced Materials Inc.
-7.05%
-$21.4 
T AT&T Inc.
-6.18%
-$33,132.71 
TMUS T-Mobile US Inc.
-6.07%
-$15,801.38 
GNTX Gentex Corporation
-5.27%
-$2.05M 
ACN Accenture plc
-4.55%
-$21,696.17 
AXP American Express Company
-3.9%
-$179,117.82 
NEM Newmont Corporation
-3.79%
-$184,407.84 
RCL Royal Caribbean Cruises Ltd.
-3.6%
-$38,581.92 
ATI ATI Inc.
-3.37%
-$27,425.58 
CRMD CorMedix Inc.
-3.27%
-$17,490 
PRU Prudential Financial, Inc.
-3.24%
-$9,463.05 
FIS Fidelity National Information Services, Inc.
-2.99%
-$5,570.43 
HD The Home Depot, Inc.
-2.94%
-$59,147.52 
LOW Lowe's Companies, Inc.
-2.86%
-$5,039.92 
PEP PepsiCo, Inc.
-2.78%
-$7,936.16 
ECG Everus Construction Group, Inc.
-2.74%
-$18,388.58 
F Ford Motor Co.
-2.72%
-$5,748.27 
DRI Darden Restaurants, Inc.
-2.68%
-$11,570.81 
WDC Western Digital Corp.
-2.58%
-$28,489.38 
BLK BlackRock, Inc.
-2.54%
-$12,197.93 
CAT Caterpillar Inc.
-2.47%
-$92,226.44 
CSL Carlisle Companies Incorporated
-2.46%
-$5,728.81 
SYF Synchrony Financial
-2.45%
-$10,270.86 
KO The Coca-Cola Company
-2.42%
-$33,811.47 
GE General Electric Company
-2.4%
-$27,939.15 
TIGO Millicom International Cellular S.A.
-2.4%
-$67,349.76 
LLY Eli Lilly and Company
-2.35%
-$69,709.33 
FIVE Five Below, Inc.
-2.32%
-$77,752.5 
BMY Bristol-Myers Squibb Company
-2.31%
-$96,993.21 
ALL The Allstate Corporation
-2.23%
-$10,716.14 
PG The Procter & Gamble Company
-2.23%
-$31,917.3 
MCD McDonald's Corporation
-2.17%
-$21,436.93 
IONS Ionis Pharmaceuticals, Inc.
-2.04%
-$40,000.91 
MA Mastercard Inc. Class A Common Stock
-2.03%
-$10,643.49 
ROIV Roivant Sciences Ltd.
-1.99%
-$21,304.02 
CB Chubb Limited
-1.97%
-$56,023.21 
UNP Union Pacific Corp.
-1.96%
-$46,835.07 
MO Altria Group, Inc.
-1.92%
-$85,973.56 
AU AngloGold Ashanti plc
-1.85%
-$11,763.1 
SHW The Sherwin-Williams Company
-1.83%
-$8,374 
FDX FedEx Corp.
-1.82%
-$3,494.17 
JNJ Johnson & Johnson
-1.77%
-$48,093.75 
PH Parker-Hannifin Corporation
-1.77%
-$4,939.15 
RTX RTX Corporation
-1.75%
-$18,285.25 
VZ Verizon Communications Inc.
-1.68%
-$48,597.44 
AEM Agnico Eagle Mines Limited
-1.64%
-$9,673.89 
JPM JPMorgan Chase & Co.
-1.62%
-$102,888.43 
C Citigroup Inc.
-1.61%
-$4,942.73 
FTCS First Trust Capital Strength ETF
-1.47%
-$15,532.5 
PFE Pfizer Inc.
-1.46%
-$4,377.02 
V Visa Inc. Class A
-1.45%
-$20,163.55 
MRK Merck & Co., Inc.
-1.44%
-$92,835.24 
CRM Salesforce, Inc.
-1.38%
-$57,017.98 
ELAN Elanco Animal Health Incorporated
-1.37%
-$34,069.93 
COST Costco Wholesale Corp
-1.34%
-$4,037.55 
SNA Snap-on Incorporated
-1.34%
-$5,407.9 
SBUX Starbucks Corp.
-1.34%
-$4,729.73 
ITW Illinois Tool Works Inc.
-1.34%
-$56,118.22 
AMGN Amgen Inc. Common Stock
-1.34%
-$10,417.16 
FSK FS KKR Capital Corp.
-1.33%
-$4,354.84 
WMT Walmart Inc.
-1.33%
-$58,868.04 
SLV iShares Silver Trust
-1.32%
-$7,033 
CMS CMS Energy Corporation Common Stock
-1.31%
-$2,661.56 
YTRA Yatra Online, Inc.
-1.29%
-$240 
EQIX Equinix, Inc.
-1.24%
-$3,909.51 
AHR American Healthcare REIT, Inc.
-1.21%
-$3,308.2 
GS The Goldman Sachs Group, Inc.
-1.2%
-$11,780.03 
NFLX Netflix Inc.
-1.17%
-$13,827.04 
TJX The TJX Companies, Inc.
-1.16%
-$12,388.95 
ECL Ecolab Inc.
-1.13%
-$3,771.89 
FVD First Trust Value Line Dividend Index Fund
-1.12%
-$2,663.97 
SDY State Street SPDR S&P Dividend ETF
-1.12%
-$4,401.81 
XLV State Street Health Care Select Sector SPDR ETF
-1.01%
-$3,243.92 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.01%
-$1,222.17 
WFC Wells Fargo & Company
-1%
-$9,135.81 
SSO ProShares Ultra S&P 500
-0.97%
-$7,092.62 
ADP Automatic Data Processing Inc.
-0.96%
-$3,127.41 
SPGI S&P Global Inc.
-0.92%
-$5,162.61 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.91%
-$12,761.3 
MMM 3M Company
-0.91%
-$2,529.69 
BRK-B Berkshire Hathaway Inc.
-0.9%
-$25,352.6 
UNH UnitedHealth Group Inc.
-0.89%
-$11,665.4 
ETR Entergy Corporation Common Stock
-0.89%
-$3,495.36 
DGRO iShares Core Dividend Growth ETF
-0.88%
-$3,273.32 
PM Philip Morris International Inc.
-0.87%
-$3,903.68 
AZN AstraZeneca PLC American Depositary Shares
-0.86%
-$2,424.24 
CMCSA Comcast Corp. Class A Common Stock
-0.85%
-$28,727.4 
BAC Bank of America Corporation
-0.85%
-$1,833.53 
QDF FlexShares Quality Dividend Index Fund
-0.85%
-$5,342.07 
COWZ Pacer US Cash Cows 100 ETF
-0.84%
-$3,874.42 
FTGS First Trust Growth Strength ETF
-0.83%
-$11,655.63 
TSLA Tesla, Inc.
-0.81%
-$8,962.74 
DUK Duke Energy Corporation
-0.81%
-$7,003.34 
GLD SPDR Gold Shares
-0.8%
-$26,083.68 
SPHQ Invesco S&P 500 Quality ETF
-0.79%
-$17,990.91 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.78%
-$127,132.87 
PNC The PNC Financial Services Group, Inc.
-0.76%
-$2,762.32 
AVLV Avantis U.S. Large Cap Value ETF
-0.76%
-$2,933.72 
MDT Medtronic plc
-0.74%
-$5,813.28 
RJF Raymond James Financial, Inc.
-0.74%
-$8,425.2 
PDO PIMCO Dynamic Income Opportunities Fund
-0.72%
-$2,125 
VYM Vanguard High Dividend Yield ETF
-0.71%
-$2,010.28 
IWD iShares Russell 1000 Value ETF
-0.7%
-$12,537.9 
FSCO FS Credit Opportunities Corp.
-0.7%
-$4,793.79 
VLO Valero Energy Corporation
-0.7%
-$2,852.46 
CALF Pacer US Small Cap Cash Cows ETF
-0.7%
-$2,668.28 
IJH iShares Core S&P Mid-Cap ETF
-0.7%
-$2,403.63 
JEPI JPMorgan Equity Premium Income ETF
-0.69%
-$12,940.29 
FTAI FTAI Aviation Ltd.
-0.69%
-$14,157.72 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$6,508.26 
GCOW Pacer Global Cash Cows Dividend ETF
-0.67%
-$2,608 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.66%
-$9,142.84 
META Meta Platforms Inc Class A
-0.65%
-$19,391.32 
FFA First Trust Enhanced Equity Income Fund
-0.63%
-$1,773.24 
EFA iShares MSCI EAFE ETF
-0.62%
-$17,056.38 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.62%
-$572.67 
AAPL Apple Inc.
-0.6%
-$95,407.52 
O Realty Income Corp.
-0.6%
-$2,814.53 
USMV iShares MSCI USA Min Vol Factor ETF
-0.59%
-$4,858.65 
CGUS Capital Group Core Equity ETF
-0.57%
-$1,668.21 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$1,641.26 
APD Air Products and Chemicals Inc.
-0.56%
-$9,895.38 
SCHD Schwab U.S. Dividend Equity ETF
-0.56%
-$10,844.31 
GOOGL Alphabet Inc
-0.56%
-$29,564.08 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.54%
-$9,330.8 
KLAC KLA Corporation
-0.53%
-$108.42 
VEA Vanguard FTSE Developed Markets ETF
-0.51%
-$4,029.61 
PLD Prologis, Inc.
-0.51%
-$1,102.72 
ICE Intercontinental Exchange, Inc.
-0.48%
-$2,114.04 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.48%
-$14,843.84 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$1,512.65 
GOOG Alphabet Inc
-0.47%
-$7,359.06 
SPY State Street SPDR S&P 500 ETF Trust
-0.47%
-$6,320.83 
AMZN Amazon.com Inc
-0.46%
-$29,189.16 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.46%
-$5,716.87 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$2,414.75 
VOO Vanguard S&P 500 ETF
-0.45%
-$33,785.4 
IVV iShares Core S&P 500 ETF
-0.45%
-$4,102.03 
GD General Dynamics Corp.
-0.44%
-$1,126.09 
VTI Vanguard Total Stock Market ETF
-0.43%
-$6,793.84 
LIN Linde plc
-0.43%
-$2,280.72 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.43%
-$7,794.6 
QTPI North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
-0.43%
-$4,177.41 
CGGO Capital Group Global Growth Equity ETF
-0.41%
-$15,673.44 
WELL Welltower Inc.
-0.41%
-$1,052.01 
UTHR United Therapeutics Corporation
-0.41%
-$841.28 
IWB iShares Russell 1000 ETF
-0.4%
-$1,843.05 
IWM iShares Russell 2000 ETF
-0.39%
-$1,434.88 
NXPI NXP Semiconductors N.V.
-0.38%
-$1,274.9 
NEE NextEra Energy Inc.
-0.37%
-$8,912.4 
SPYI NEOS S&P 500 High Income ETF
-0.34%
-$8,176.14 
TLT iShares 20+ Year Treasury Bond ETF
-0.32%
-$4,059.27 
IWN iShares Russell 2000 Value ETF
-0.32%
-$1,126.08 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$4,388.28 
WM Waste Management Inc.
-0.3%
-$886.8 
BBY Best Buy Co., Inc.
-0.28%
-$4,732 
IYR iShares U.S. Real Estate ETF
-0.27%
-$2,937.06 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$1,950 
EAD Allspring Income Opportunities Fund
-0.25%
-$205.14 
HAS Hasbro Inc.
-0.25%
-$11,968.59 
PFFV Global X Variable Rate Preferred ETF
-0.23%
-$673.8 
MPC Marathon Petroleum Corp.
-0.23%
-$16,710.19 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$1,577.5 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.23%
-$648.07 
ETN Eaton Corporation plc
-0.21%
-$8,288.45 
NVDA NVIDIA Corporation
-0.19%
-$24,325.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$3,048.91 
FIXD First Trust Smith Opportunistic Fixed Income ETF
-0.14%
-$1,450.61 
MSI Motorola Solutions, Inc.
-0.14%
-$3,501.55 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$2,695.49 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$322.87 
RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
-0.11%
-$308.04 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.11%
-$9,407.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$242.44 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$243.28 
MRNA Moderna Inc.
-0.1%
-$3,305.19 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.1%
-$629.05 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.1%
-$251.91 
XSMO Invesco S&P SmallCap Momentum ETF
-0.1%
-$882.75 
GILD Gilead Sciences Inc.
-0.09%
-$4,320.42 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$668.01 
IWP iShares Russell Mid-Cap Growth ETF
-0.08%
-$203.83 
UNIY WisdomTree Voya Yield Enhanced USD Universal Bond Fund
-0.08%
-$681.68 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.08%
-$699.3 
JPIE JPMorgan Income ETF
-0.07%
-$742.35 
DE Deere & Company
-0.05%
-$188.65 
HYTR Counterpoint High Yield Trend ETF
-0.05%
-$247.56 
PSX Phillips 66
-0.05%
-$188.76 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$900.46 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.03%
-$143.17 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$246.42 Events
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Dividends
Dividend Analysis
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| Trades 3208 | Longs Won 1953/3208 60% | Profit Factor 2.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,365.64 |
| Average Win $79,868.8 | Best Trade (Oct 23) $4.52M | Sharpe Ratio -13.91 |
| Average Loss -$48,411.79 | Worst Trade (Oct 23) -$16.89M | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $29,684.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1381 138171012 | 3,750 | $697.99 | $697.99 | - | - | - | 0.0 |
| 3783 378331003 | 18,600 | $3,816.16 | $3,816.16 | - | - | - | 0.0 |
| AAPL Apple Inc. | 45,869 | $8.49M | $15.88M | - | $7.39M | 87.02% | -0.597% |
| ABBV AbbVie Inc. | 17,032 | $3.11M | $4.87M | - | $1.76M | 56.58% | +0.223% |
| ABT Abbott Laboratories | 8,643 | $1M | $892,389.75 | - | -$108,016.13 | -10.8% | +0.722% |
| ACN Accenture plc | 1,841 | $492,380.44 | $454,644.15 | - | -$37,736.29 | -7.66% | -4.555% |
| ADI Analog Devices, Inc. | 9,635 | $2.27M | $3.75M | - | $1.48M | 65.52% | +0.925% |
| ADM Archer-Daniels-Midland Company | 4,356 | $230,208.33 | $348,044.4 | - | $117,836.07 | 51.19% | +0.075% |
| ADP Automatic Data Processing Inc. | 1,053 | $213,948.54 | $321,133.41 | - | $107,184.87 | 50.1% | -0.964% |
| ADPV Adaptiv Select ETF | 15,072 | $638,498.16 | $668,217.12 | - | $29,718.96 | 4.65% | +0.728% |
| AEM Agnico Eagle Mines Limited | 3,359 | $388,462.61 | $582,013.93 | - | $193,551.32 | 49.82% | -1.635% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,027 | $2.22M | $2.02M | - | -$206,511.4 | -9.28% | -0.151% |
| AHR American Healthcare REIT, Inc. | 5,129 | $215,469.29 | $270,580.39 | - | $55,111.1 | 25.58% | -1.208% |
| ALB Albemarle Corporation | 4,818 | $864,975.54 | $451,687.5 | - | -$413,288.04 | -47.78% | +1.308% |
| ALL The Allstate Corporation | 1,854 | $220,879.06 | $469,655.28 | - | $248,776.22 | 112.63% | -2.231% |
| ALLE Allegion plc | 26,428 | $4.31M | $4.75M | - | $433,256.42 | 10.04% | +1.745% |
| AMAT Applied Materials Inc. | 3,649 | $905,124.58 | $1.39M | - | $482,079.26 | 53.26% | +1.219% |
| AMD Advanced Micro Devices Inc. | 2,183 | $429,267.55 | $1.13M | - | $695,741.5 | 162.08% | +1.461% |
| AMGN Amgen Inc. Common Stock | 1,742 | $508,687.95 | $768,744.6 | - | $260,056.65 | 51.12% | -1.337% |
| AMKR Amkor Technology Inc. | 15,418 | $694,272.54 | $609,165.18 | - | -$85,107.36 | -12.26% | +1.178% |
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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 - $4.97M, Amplify CWP Enhanced Dividend Income ETF - $3.09M, Broadcom Inc - $2.25M, Capital Group Global Growth Equity ETF - $1.99M, 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 Market ETF - $2.16M, Pacer Trendpilot US Bond ETF - $682,173.29, iShares Core S&P Small-Cap ETF - $511,813.6, 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 $32.96M earned over time. The largest contributors to dividend income include Amplify CWP Enhanced Dividend Income ETF - $3.28M, Gentex Corporation - $2.59M, JPMorgan Nasdaq Equity Premium Income ETF - $2.55M, FS KKR Capital Corp - $1.38M, 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.
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