LIL
LifeGoal Investments LLC Portfolio
Invests via LifeGoal Investments LLC | Managed by Aryn Sands, Taylor Sohns
Invests via LifeGoal Investments LLC
Managed by Aryn Sands, Taylor Sohns
Automatically Tracked
Company Profile
LifeGoal Investments LLC is a privately held alternative asset manager focused on thematic private equity and structured credit investments targeting middle-market growth companies and sustainable infrastructure projects. The firm emphasizes outcome-driven capital deployment, portfolio construction across illiquid assets, and partnerships with operating teams to drive revenue growth and operational improvements.
LifeGoal Investments LLC is a privately held alternative asset manager focused on thematic private equity and structured credit investments targeting middle-market growth companies and sustainable infrastructure projects. The firm emphasizes outcome-driven capital deployment, portfolio construction across illiquid assets, and partnerships with operating teams to drive revenue growth and operational improvements.
Investment Philosophy & Strategy
Focuses on thematic private equity and structured credit across middle‑market growth and sustainable infrastructure, blending outcome‑driven capital allocation with portfolio diversification of illiquid assets. Pursues partnership-driven deals that combine growth equity with operational playbooks to accelerate revenue and margin expansion. Underwrites with sector-led diligence, targetable cashflow profiles and resilience to macro cycles, favors multi-year hold horizons, active governance, and bespoke structures to align incentives and manage downside risk.
Focuses on thematic private equity and structured credit across middle‑market growth and sustainable infrastructure, blending outcome‑driven capital allocation with portfolio diversification of illiquid assets. Pursues partnership-driven deals that combine growth equity with operational playbooks to accelerate revenue and margin expansion. Underwrites with sector-led diligence, targetable cashflow profiles and resilience to macro cycles, favors multi-year hold horizons, active governance, and bespoke structures to align incentives and manage downside risk.
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:
3.15%
Gain
Monthly
0.17%
Yearly
2.03%
Drawdown
20.81%
$215.73M
Equity
Holdings
$215.73M
Investment
$193.82M
$24.86M
Profit -$1.57M
Realized
$2.96M
Unrealized
$21.9M
Dividends
$4.15M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.57M
Win %
64%
This Week
Compared To Last Week
Gain
-1.47%
Profit
-$3.23M
Win %
64%
This Month
Compared to last month
Gain
-1.12%
Profit
-$2.45M
Win %
64%
This Year
Compared to last year
Gain
-1.44%
Profit
-$2.95M
Win %
65%
GE General Electric Company
+3.01%
+$12,508.4 
ABT Abbott Laboratories
+2.9%
+$6,520.64 
CB Chubb Limited
+2.73%
+$7,914.8 
PSX Phillips 66
+2.27%
+$7,232.16 
BMY Bristol-Myers Squibb Company
+2.15%
+$7,303.4 
LITE Lumentum Holdings Inc.
+1.82%
+$3,211.25 
MU Micron Technology, Inc.
+1.76%
+$21,038.82 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$5,676.75 
LMT Lockheed Martin Corporation
+1.69%
+$4,027.52 
SNDK SanDisk Corporation
+1.62%
+$5,337.32 
GD General Dynamics Corporation
+1.57%
+$4,193.4 
XOM Exxon Mobil Corporation
+1.55%
+$7,665.95 
CVX Chevron Corporation
+1.53%
+$8,564.31 
JNJ Johnson & Johnson
+1.49%
+$3,877.74 
COP ConocoPhillips
+1.48%
+$3,772.12 
STX Seagate Technology Holdings plc
+1.41%
+$5,612.34 
TMUS T-Mobile US, Inc.
+1.33%
+$4,484.37 
LLY Eli Lilly and Company
+1.22%
+$6,892.6 
CNC Centene Corporation
+1.17%
+$6,174.75 
PM Philip Morris International Inc.
+1.11%
+$3,283.8 
EIX Edison International
+1.11%
+$3,510.17 
WMT Walmart Inc.
+1.08%
+$5,471.68 
ORCL Oracle Corporation
+1.03%
+$1,813.76 
EOG EOG Resources, Inc.
+1%
+$2,359.77 
NSC Norfolk Southern Corporation
+0.94%
+$3,022.59 
HPE Hewlett Packard Enterprise Company
+0.91%
+$1,888.46 
FTNT Fortinet Inc.
+0.84%
+$3,881.09 
GEV GE Vernova Inc.
+0.71%
+$3,700 
PG Procter & Gamble Co
+0.66%
+$1,884.37 
BAC Bank of America Corporation
+0.6%
+$2,141.93 
PCG PG&E Corporation
+0.6%
+$2,311.89 
ROST Ross Stores, Inc.
+0.59%
+$1,315.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.57%
+$13,261.56 
FLIN Franklin FTSE India ETF
+0.5%
+$10,038 
GIS General Mills, Inc.
+0.48%
+$1,138.67 
CRS Carpenter Technology Corporation
+0.46%
+$975.36 
GLD SPDR Gold Shares
+0.45%
+$2,154.96 
IAU iShares Gold Trust
+0.45%
+$1,264.29 
JPM JPMorgan Chase & Co.
+0.44%
+$3,375.72 
VHT Vanguard Health Care ETF
+0.43%
+$3,138.2 
ES Eversource Energy
+0.39%
+$1,082.94 
GLDM SPDR Gold MiniShares Trust
+0.38%
+$8,196.9 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.29%
+$1,747.9 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$1,044.45 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.21%
+$3,253.91 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$2,594.07 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$36,055.32 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.18%
+$2,154.71 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$948.5 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$15,279.68 
IUSB iShares Core Universal USD Bond ETF
+0.16%
+$1,014.67 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.16%
+$407.89 
VPLS Vanguard Core-Plus Bond ETF
+0.13%
+$321.9 
COST Costco Wholesale Corporation
+0.1%
+$474.3 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.09%
+$3,944.15 
AON Aon plc
+0.08%
+$275.9 
MAA Mid-America Apartment Communities, Inc.
+0.07%
+$183.32 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.06%
+$511.89 
MLPA Global X MLP ETF
+0.04%
+$100.97 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.04%
+$489.46 
JPIE JPMorgan Income ETF
+0.03%
+$1,777.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$127.8 
PYLD PIMCO Multisector Bond Active ETF
+0.02%
+$1,339.34 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$270.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
YNDX Yandex NV
0%
$0 
SNPS Synopsys, Inc.
-10.76%
-$20,275.18 
NFLX Netflix, Inc.
-8.73%
-$23,565.19 
AMAT Applied Materials, Inc.
-4.69%
-$10,001.6 
META Meta Platforms Inc Class A
-4.6%
-$37,735.73 
MFG Mizuho Financial Group Inc. ADR
-3.88%
-$4,463.6 
FIX Comfort Systems USA, Inc.
-3.54%
-$18,319.84 
TSLA Tesla, Inc.
-2.86%
-$14,504 
VRT Vertiv Holdings Co
-2.57%
-$8,569.25 
AMD Advanced Micro Devices, Inc.
-2.53%
-$17,537.58 
EME EMCOR Group, Inc.
-2.5%
-$7,329.3 
SMH VanEck Semiconductor ETF
-2.41%
-$4,455.75 
DKNG DraftKings Inc.
-2.37%
-$5,086.39 
SHOP Shopify Inc.
-2.37%
-$6,116.8 
MSFT Microsoft Corp.
-2.36%
-$43,258.91 
TER Teradyne, Inc.
-2.21%
-$5,896.5 
GOOG Alphabet Inc
-2.13%
-$47,219.37 
ASML ASML Holding N.V. New York Registry Shares
-2.11%
-$6,561.12 
GOOGL Alphabet Inc
-2.1%
-$24,377.83 
NVDA NVIDIA Corporation
-2.01%
-$57,624.32 
JBHT J.B. Hunt Transport Services, Inc.
-1.9%
-$6,626.25 
V Visa Inc. Class A
-1.78%
-$3,822.62 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.73%
-$83,103.65 
COF Capital One Financial Corporation
-1.72%
-$7,362.05 
UAL United Airlines Holdings, Inc.
-1.68%
-$3,589.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.66%
-$18,024.33 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$5,598.74 
VUG Vanguard Growth ETF
-1.52%
-$163,981.82 
ABNB Airbnb, Inc.
-1.45%
-$6,836.34 
MHK Mohawk Industries, Inc.
-1.34%
-$2,856.7 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$9,533.02 
VOOG Vanguard S&P 500 Growth ETF
-1.32%
-$3,765.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.3%
-$6,089.16 
VIK Viking Holdings Ltd
-1.3%
-$3,864.32 
RING iShares MSCI Global Gold Miners ETF
-1.3%
-$7,791.2 
MOH Molina Healthcare Inc.
-1.23%
-$4,094.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.16%
-$2,290.11 
SAN Banco Santander S.A. Sponsored ADR
-1.1%
-$1,552.35 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$4,521.96 
BLK BlackRock, Inc.
-1.06%
-$4,975.1 
ZIM ZIM Integrated Shipping Services Ltd.
-1.04%
-$2,560.2 
AVGO Broadcom Inc.
-1.04%
-$13,960.24 
GDX VanEck Gold Miners ETF
-1.02%
-$3,589.41 
C Citigroup Inc.
-0.96%
-$2,404.11 
GM General Motors Company
-0.95%
-$2,032.04 
DHR Danaher Corporation
-0.85%
-$2,018.4 
TTWO Take-Two Interactive Software, Inc.
-0.8%
-$1,634.96 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$1,702.5 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.77%
-$2,051.72 
CGGO Capital Group Global Growth Equity ETF
-0.71%
-$150,343.2 
FEGE First Eagle Global Equity ETF
-0.7%
-$118,463.1 
FTI TechnipFMC plc
-0.69%
-$1,898 
VOO Vanguard S&P 500 ETF
-0.69%
-$13,984 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$3,908.47 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.66%
-$1,480.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$3,484.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$18,090.22 
LRGF iShares U.S. Equity Factor ETF
-0.58%
-$131,657.26 
FCX Freeport-McMoRan Inc.
-0.58%
-$1,332.46 
VRSN Verisign Inc.
-0.46%
-$1,175.56 
IVVM iShares Large Cap Moderate Buffer ETF
-0.46%
-$4,143.24 
INTU Intuit Inc.
-0.44%
-$2,328 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.43%
-$3,473.18 
BALI iShares Adaptive Large Cap ETF
-0.43%
-$1,449.86 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.38%
-$2,676.3 
WDC Western Digital Corporation
-0.36%
-$1,762.91 
VB Vanguard Small-Cap ETF
-0.35%
-$942.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.35%
-$10,445.82 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$636.37 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$761.21 
CAT Caterpillar Inc.
-0.23%
-$1,277.58 
SNOW Snowflake Inc.
-0.22%
-$637.8 
PNC The PNC Financial Services Group, Inc.
-0.21%
-$653.94 
CMI Cummins Inc.
-0.18%
-$389.24 
IGRO iShares International Dividend Growth ETF
-0.14%
-$3,607.62 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.13%
-$634.8 
AMZN Amazon.com Inc
-0.1%
-$2,598.18 
WCN Waste Connections Inc.
-0.08%
-$230.44 
TJX The TJX Companies, Inc.
-0.08%
-$215.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$708.68 
AAPL Apple Inc.
-0.07%
-$3,705.91 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$400.12 
CGMU Capital Group Municipal Income ETF
-0.06%
-$492.11 
NYF iShares New York Muni Bond ETF
-0.05%
-$107.92 
CGDG Capital Group Dividend Growers ETF
-0.03%
-$407.83 
MUB iShares National Muni Bond ETF
-0.02%
-$94.58 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.01%
-$110.97 
JBBB Janus Henderson B-BBB CLO ETF
-0.01%
-$23.46 Events
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Dividends
Dividend Analysis
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| Trades 562 | Longs Won 345/562 61% | Profit Factor 7.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,636.23 |
| Average Win $82,707.8 | Best Trade (Jul 10) $3.51M | Sharpe Ratio -12.96 |
| Average Loss -$16,910.57 | Worst Trade (Jul 14) -$523,060.24 | Z-Score 4.46 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1d | Expectancy $44,243.06 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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