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:
74.74%
Gain -0.69%
Monthly
0.88%
Yearly
11.12%
Drawdown
26.35%
$496.57M
Equity
Holdings
$496.57M
Investment
$405.75M
$103.63M
Profit -$2.2M
Realized
$12.8M
Unrealized
$90.83M
Dividends
$31.45M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$2.2M
Win %
75%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$6.42M
Win %
75%
This Month
Compared to last month
Gain
-0.57%
Profit
-$2.84M
Win %
75%
This Year
Compared to last year
Gain
0.14%
Profit
$762,800.36
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$911,813.51 
ETN Eaton Corporation plc
+7.32%
+$308,748.86 
GOOG Alphabet Inc
+6.88%
+$113,448.83 
GOOGL Alphabet Inc
+6.73%
+$365,002.68 
VRT Vertiv Holdings Co
+6.18%
+$47,458.14 
COHR Coherent Corp.
+5.55%
+$72,068.19 
FTAI FTAI Aviation Ltd.
+4.3%
+$111,426.5 
FTI TechnipFMC plc
+3.98%
+$143,378.72 
WFRD Weatherford International plc
+3.64%
+$86,169.16 
AMKR Amkor Technology Inc.
+3.34%
+$24,822.98 
META Meta Platforms Inc Class A
+3.28%
+$81,823 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$22,271.39 
ATI ATI Inc.
+3.05%
+$27,827.47 
MSFT Microsoft Corp.
+3.02%
+$385,827.08 
LITE Lumentum Holdings Inc.
+2.99%
+$23,453.11 
NVDA NVIDIA Corporation
+2.93%
+$347,242.66 
TFIN Triumph Financial, Inc.
+2.84%
+$36,960 
LDOS Leidos Holdings Inc.
+2.84%
+$74,473.74 
LYB LyondellBasell Industries N.V.
+2.71%
+$5,116.81 
CVX Chevron Corporation
+2.35%
+$31,332.64 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,228 
GLW Corning Incorporated
+2.24%
+$22,346.25 
WDC Western Digital Corporation
+2.21%
+$36,780.76 
EOG EOG Resources, Inc.
+2.19%
+$97,575.43 
DVN Devon Energy Corporation
+2.17%
+$34,596.48 
CSCO Cisco Systems, Inc.
+2.14%
+$147,049.02 
JBL Jabil Inc.
+2.12%
+$7,809.88 
ECG Everus Construction Group, Inc.
+2.02%
+$17,213.37 
KRMN Karman Holdings Inc.
+1.97%
+$7,697.61 
OKE ONEOK, Inc.
+1.95%
+$4,033.32 
JCI Johnson Controls International plc
+1.93%
+$51,502.28 
HAL Halliburton Company
+1.93%
+$3,985.74 
ROK Rockwell Automation, Inc.
+1.93%
+$7,419.24 
PANW Palo Alto Networks, Inc.
+1.89%
+$27,761.1 
FIX Comfort Systems USA, Inc.
+1.88%
+$13,376.99 
CRM Salesforce Inc
+1.83%
+$54,704.27 
ORCL Oracle Corporation
+1.81%
+$10,630.62 
KMI Kinder Morgan, Inc.
+1.64%
+$4,225.52 
SHEL Shell plc
+1.62%
+$4,526.13 
HPE Hewlett Packard Enterprise Company
+1.61%
+$9,108.6 
ACN Accenture plc Class A
+1.61%
+$4,841.85 
VZ Verizon Communications Inc.
+1.52%
+$44,760.8 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$3,453.24 
PH Parker-Hannifin Corporation
+1.43%
+$4,300.64 
GE General Electric Company
+1.42%
+$19,933.88 
MKSI MKS Instruments Inc.
+1.42%
+$14,010.47 
KLAC KLA Corporation
+1.38%
+$346.11 
SSO ProShares Ultra S&P500
+1.35%
+$9,421.56 
CIEN Ciena Corporation
+1.34%
+$12,649.15 
CGUS Capital Group Core Equity ETF
+1.29%
+$3,728.94 
CMCSA Comcast Corp
+1.23%
+$42,722.8 
COP ConocoPhillips
+1.22%
+$7,625.56 
WFC Wells Fargo & Company
+1.19%
+$11,227.14 
AMAT Applied Materials, Inc.
+1.18%
+$21,529.17 
ITW Illinois Tool Works Inc.
+1.15%
+$48,831.25 
MSI Motorola Solutions, Inc.
+1.14%
+$26,557.86 
YTRA Yatra Online, Inc.
+1.07%
+$180 
BKR Baker Hughes Company
+0.98%
+$2,938.79 
ADP Automatic Data Processing Inc.
+0.98%
+$2,727.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,280 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$4,460.82 
ASTS AST SpaceMobile, Inc.
+0.92%
+$5,339.52 
UNP Union Pacific Corporation
+0.92%
+$21,376.1 
WMB The Williams Companies, Inc.
+0.89%
+$4,895.1 
IBM International Business Machines Corporation
+0.86%
+$8,241.56 
GEV GE Vernova Inc.
+0.85%
+$4,711.77 
SU Suncor Energy Inc.
+0.82%
+$1,852.4 
MCD McDonald's Corporation
+0.82%
+$8,621.84 
EMR Emerson Electric Co.
+0.79%
+$2,731.72 
TSLA Tesla, Inc.
+0.76%
+$6,980.82 
MPC Marathon Petroleum Corporation
+0.76%
+$37,324.83 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,014.26 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,802.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,494.57 
VOO Vanguard S&P 500 ETF
+0.71%
+$51,472.68 
CAT Caterpillar Inc.
+0.7%
+$30,096.31 
BMY Bristol-Myers Squibb Company
+0.69%
+$29,997.9 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$6,196.36 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,087.68 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$23,905.15 
PLTR Palantir Technologies Inc.
+0.65%
+$3,729.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$26,671.08 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$15,443.82 
IWB iShares Russell 1000 ETF
+0.64%
+$2,881.87 
TER Teradyne, Inc.
+0.6%
+$5,871.83 
IMO Imperial Oil Limited
+0.6%
+$1,183.51 
ET Energy Transfer L.P.
+0.59%
+$2,008.68 
RJF Raymond James Financial Inc.
+0.58%
+$7,211.4 
MO Altria Group, Inc.
+0.57%
+$22,965.54 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8,818.59 
AVLNF Avalon Advanced Materials Inc.
+0.57%
+$1.69 
CRMD CorMedix Inc.
+0.53%
+$2,640 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,085.92 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.53%
+$643.25 
PSX Phillips 66
+0.51%
+$1,568.13 
HON Honeywell International Inc.
+0.47%
+$1,512.78 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,862.94 
IWD iShares Russell 1000 Value ETF
+0.44%
+$7,646.79 
RKLB Rocket Lab Corporation
+0.42%
+$2,944.62 
PFE Pfizer Inc.
+0.4%
+$983.6 
RTX RTX Corporation
+0.39%
+$4,517.52 
VLO Valero Energy Corporation
+0.38%
+$1,135.26 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$1,812.48 
AVGO Broadcom Inc.
+0.37%
+$27,069.12 
PG Procter & Gamble Co
+0.37%
+$4,620.01 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,623.64 
BAC Bank of America Corporation
+0.36%
+$927.3 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$3,846.3 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$10,120.67 
SNA Snap-on Inc.
+0.33%
+$1,535.45 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$6,183.74 
TIGO Millicom International Cellular S.A.
+0.33%
+$10,874.18 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$27,367.2 
GD General Dynamics Corporation
+0.32%
+$897.92 
MRK Merck & Co., Inc.
+0.32%
+$17,954.34 
FTGS First Trust Growth Strength ETF
+0.31%
+$4,440.24 
JPM JPMorgan Chase & Co.
+0.27%
+$17,713.36 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$598.32 
VISN Vistance Networks, Inc.
+0.26%
+$397.74 
KBE SPDR S&P Bank ETF
+0.24%
+$1,804.55 
ALLE Allegion plc
+0.22%
+$8,985.31 
CME CME Group Inc.
+0.21%
+$4,386.23 
JNJ Johnson & Johnson
+0.21%
+$5,366.25 
ADI Analog Devices, Inc.
+0.2%
+$7,129.8 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$832.52 
CMI Cummins Inc.
+0.19%
+$866.22 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$1,132.29 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,269.64 
T AT&T Inc.
+0.17%
+$943.28 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.16%
+$472.9 
CB Chubb Limited
+0.15%
+$4,144.07 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$537.16 
MMM 3M Company
+0.12%
+$334.1 
C Citigroup Inc.
+0.1%
+$326.14 
WM Waste Management, Inc.
+0.1%
+$274.78 
FSK FS KKR Capital Corp.
+0.1%
+$311.06 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$716.85 
WMT Walmart Inc.
+0.09%
+$3,656.47 
ADPV Adaptiv Select ETF
+0.09%
+$602.88 
ABT Abbott Laboratories
+0.09%
+$777.87 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$3,017.42 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,022.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$301.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$450.08 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$186.03 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$112.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$983.58 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$51.45 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$181.89 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$21.33 
HYTR Counterpoint High Yield ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 FSSL
FSSL
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 MVFG
MVFG
0%
$0 3783
378331003
0%
$0 1381
138171012
0%
$0 MVFD
MVFD
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.12M 
NXPI NXP Semiconductors N.V.
-6.53%
-$22,416 
SYK Stryker Corporation
-6.42%
-$125,796.53 
LIN Linde plc
-5.95%
-$31,228.33 
MU Micron Technology, Inc.
-5.9%
-$107,803.32 
MRNA Moderna, Inc.
-5.35%
-$48,790.9 
SNDK SanDisk Corporation
-5.09%
-$83,822.31 
AU AngloGold Ashanti plc
-3.66%
-$22,409.45 
AEM Agnico Eagle Mines Limited
-3.63%
-$18,407.32 
IBIT iShares Bitcoin Trust
-2.89%
-$19,797.62 
MOS Mosaic Company
-2.85%
-$8,021 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$67,367.14 
EQIX Equinix, Inc.
-2.7%
-$9,322.5 
CSL Carlisle Companies Inc.
-2.69%
-$6,573.59 
FIS Fidelity National Information Services, Inc.
-2.67%
-$5,983.95 
QCOM QUALCOMM Incorporated
-2.63%
-$145,723.15 
ABBV AbbVie Inc.
-2.51%
-$110,197.04 
ICE Intercontinental Exchange, Inc.
-2.42%
-$10,142.04 
RVMD Revolution Medicines Inc.
-2.42%
-$38,131.52 
BA Boeing Company
-2.15%
-$4,950.39 
NEM Newmont Corporation
-2.14%
-$87,508.35 
SLV iShares Silver Trust
-2.13%
-$12,334.8 
NFLX Netflix, Inc.
-2%
-$25,716.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$20,170.96 
SYF Synchrony Financial
-1.79%
-$7,703.16 
BBY Best Buy Co., Inc.
-1.78%
-$26,364 
APD Air Products and Chemicals, Inc.
-1.77%
-$30,197.97 
ROIV Roivant Sciences Ltd
-1.77%
-$17,443.56 
UNH UnitedHealth Group Incorporated
-1.68%
-$21,789.77 
ADM Archer-Daniels-Midland Co
-1.66%
-$5,837.04 
DRI Darden Restaurants, Inc.
-1.64%
-$6,722.37 
LRCX Lam Research Corporation
-1.58%
-$23,772.66 
UTHR United Therapeutics Corporation
-1.54%
-$2,854.72 
GLD SPDR Gold Shares
-1.49%
-$49,860.55 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,436.02 
SCCO Southern Copper Corporation
-1.24%
-$9,567.58 
F Ford Motor Company
-1.21%
-$3,183.66 
TJX The TJX Companies, Inc.
-1.21%
-$13,910.33 
GNTX Gentex Corporation
-1.18%
-$502,021.8 
SHW The Sherwin-Williams Company
-1.16%
-$5,286.74 
NEE NextEra Energy, Inc.
-1.15%
-$30,005.08 
DE Deere & Company
-1.13%
-$3,665.19 
RCL Royal Caribbean Group
-1.13%
-$13,628.2 
TXN Texas Instruments Inc
-1.08%
-$6,502.1 
LOW Lowe's Companies Inc.
-1.08%
-$1,959.01 
PLD Prologis Inc.
-1.08%
-$2,722.34 
INTC Intel Corporation
-1.02%
-$58,686.72 
KO The Coca-Cola Company
-1.02%
-$13,173.3 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,784.6 
XOM Exxon Mobil Corporation
-0.97%
-$5,211.18 
FIVE Five Below, Inc.
-0.93%
-$30,212.4 
O Realty Income Corporation
-0.87%
-$4,635.68 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$4,505.49 
GILD Gilead Sciences Inc.
-0.81%
-$31,881.42 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,607.68 
SPGI S&P Global Inc.
-0.74%
-$3,819.09 
MA Mastercard Incorporated
-0.74%
-$3,514.75 
BLK BlackRock, Inc.
-0.73%
-$3,367.56 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$2,771 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$2,250 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.68%
-$2,156.28 
DUK Duke Energy Corporation
-0.67%
-$5,824.56 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$8,424.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,334.92 
AMGN Amgen Inc.
-0.64%
-$4,320.18 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,212.43 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,147.43 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$9,139.85 
HAS Hasbro Inc.
-0.62%
-$24,349.89 
EFA iShares MSCI EAFE ETF
-0.62%
-$17,453.04 
PM Philip Morris International Inc.
-0.61%
-$2,617.22 
ECL Ecolab Inc.
-0.61%
-$1,954.53 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,710.11 
SBUX Starbucks Corporation
-0.57%
-$2,079 
PRU Prudential Financial, Inc.
-0.56%
-$1,707.06 
IYR iShares U.S. Real Estate ETF
-0.55%
-$6,309.28 
LLY Eli Lilly and Company
-0.53%
-$13,939.62 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$7,183.66 
TECL Direxion Daily Technology Bull 3x Shares
-0.52%
-$4,500 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,281.05 
WELL Welltower Inc.
-0.51%
-$1,284.01 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$2,637.06 
ALL Allstate Corporation
-0.49%
-$2,410.22 
IWM iShares Russell 2000 ETF
-0.47%
-$1,863.98 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$10,821.6 
CF CF Industries Holdings, Inc.
-0.46%
-$1,078.8 
PEP PepsiCo, Inc.
-0.46%
-$1,315.84 
HD The Home Depot, Inc.
-0.42%
-$8,537.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,063.61 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,431.76 
FSCO FS Credit Opportunities Corp.
-0.4%
-$2,693.14 
QTPI North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
-0.39%
-$3,974.7 
ETR Entergy Corporation
-0.38%
-$1,492.81 
AXP American Express Company
-0.38%
-$17,939.88 
CMS CMS Energy Corporation
-0.37%
-$781.11 
FDX FedEx Corporation
-0.37%
-$727.95 
MDT Medtronic plc
-0.37%
-$2,583.68 
TMUS T-Mobile US, Inc.
-0.36%
-$1,033.18 
ELAN Elanco Animal Health Incorporated
-0.34%
-$9,891.27 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$815.33 
DODIX Dodge & Cox Income Fund Class I
-0.32%
-$1,401.84 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$879.85 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,085.04 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,021.45 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$799.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$5,256.75 
IWN iShares Russell 2000 Value ETF
-0.25%
-$897.57 
COST Costco Wholesale Corporation
-0.24%
-$672.59 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$5,390.99 
HBAN Huntington Bancshares Incorporated
-0.23%
-$12,586.97 
AHR American Healthcare REIT, Inc.
-0.23%
-$666.77 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$2,354 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$738.2 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$3,897.3 
UNIY Voya Yield Enhanced USD Universal Bond Fund
-0.21%
-$1,775.2 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$424.35 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,756.79 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$965.02 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,017.92 
FFA First Trust Enhanced Equity Income Fund
-0.13%
-$379.98 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$2,099.43 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$1,545.1 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$572.68 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$377.04 
ALB Albemarle Corporation
-0.1%
-$578.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$529.7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$208.53 
JPIE JPMorgan Income ETF
-0.09%
-$989.8 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$277.72 
WTFC Wintrust Financial Corporation
-0.07%
-$242.22 
VO Vanguard Mid-Cap ETF
-0.05%
-$45.36 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$134.64 
PFFV Global X Variable Rate Preferred ETF
-0.04%
-$134.76 
V Visa Inc. Class A
-0.04%
-$469.67 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$88.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$153.28 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$3,390.21 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$110.03 Events
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Dividends
Dividend Analysis
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| Trades 3208 | Longs Won 1947/3208 60% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $328,006.22 |
| Average Win $81,611.19 | Best Trade (Sep 08) $4.42M | Sharpe Ratio -13.91 |
| Average Loss -$43,831.03 | Worst Trade (Sep 02) -$14.74M | Z-Score 3.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1d | Expectancy $32,302.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $14.17M | - | $5.68M | 66.91% | -7.354% |
| ABBV AbbVie Inc. | 17,032 | $3.11M | $4.27M | - | $1.16M | 37.47% | -2.513% |
| ABT Abbott Laboratories | 8,643 | $1M | $913,565.1 | - | -$86,840.78 | -8.68% | +0.085% |
| ACN Accenture plc Class A | 1,841 | $492,380.44 | $305,458.72 | - | -$186,921.72 | -37.96% | +1.611% |
| ADI Analog Devices, Inc. | 9,635 | $2.27M | $3.54M | - | $1.27M | 56.2% | +0.202% |
| ADM Archer-Daniels-Midland Co | 4,356 | $230,208.33 | $345,300.12 | - | $115,091.79 | 49.99% | -1.662% |
| ADP Automatic Data Processing Inc. | 1,053 | $213,948.54 | $280,582.37 | - | $66,633.83 | 31.14% | +0.982% |
| ADPV Adaptiv Select ETF | 15,072 | $638,498.16 | $674,170.56 | - | $35,672.4 | 5.59% | +0.09% |
| AEM Agnico Eagle Mines Limited | 3,359 | $388,462.61 | $487,961.93 | - | $99,499.32 | 25.61% | -3.635% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,027 | $2.22M | $2.05M | - | -$177,178.73 | -7.96% | -0.256% |
| AHR American Healthcare REIT, Inc. | 5,129 | $215,469.29 | $285,172.4 | - | $69,703.11 | 32.35% | -0.233% |
| ALB Albemarle Corporation | 4,818 | $864,975.54 | $566,789.52 | - | -$298,186.02 | -34.47% | -0.102% |
| ALL Allstate Corporation | 1,854 | $220,879.06 | $489,604.3 | - | $268,725.24 | 121.66% | -0.49% |
| ALLE Allegion plc | 26,428 | $4.31M | $4.16M | - | -$153,445.44 | -3.56% | +0.216% |
| AMAT Applied Materials, Inc. | 3,649 | $905,124.58 | $1.85M | - | $947,363.29 | 104.67% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,183 | $429,267.55 | $1.04M | - | $610,167.88 | 142.14% | -1.904% |
| AMGN Amgen Inc. | 1,742 | $508,687.95 | $670,948.72 | - | $162,260.77 | 31.9% | -0.64% |
| AMKR Amkor Technology Inc. | 15,418 | $694,272.54 | $768,895.66 | - | $74,623.12 | 10.75% | +3.336% |
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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 - $4.95M, Amplify CWP Enhanced Dividend Income ETF - $3.03M, Broadcom Inc - $2.24M, Capital Group Global Growth Equity ETF - $1.99M, and Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.51M. 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 - $2.17M, Pacer Trendpilot US Bond ETF - $682,173.29, iShares Core S&P Small-Cap ETF - $513,766.25, 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 $31.45M earned over time. The largest contributors to dividend income include Amplify CWP Enhanced Dividend Income ETF - $3.22M, JPMorgan Nasdaq Equity Premium Income ETF - $2.54M, Gentex Corporation - $2.38M, FS KKR Capital Corp - $1.37M, and Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.12M. 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.
