Timothy J. Landolt Portfolio
Invests via Endowment Wealth Management Inc. | Managed by Robert L. Riedl, Prateek Mehrotra
Invests via Endowment Wealth Management Inc.
Managed by Robert L. Riedl, Prateek Mehrotra
Automatically Tracked
Timothy J. Landolt Profile
Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.
Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.
Investment Philosophy & Strategy
Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.
Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.
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:
56.66%
Gain -1.78%
Monthly
0.68%
Yearly
8.45%
Drawdown
21.52%
$242.66M
Equity
Holdings
$242.66M
Investment
$215.83M
$37.27M
Profit -$2.65M
Realized
$10.45M
Unrealized
$26.83M
Dividends
$17.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.78%
Profit
-$2.65M
Win %
67%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$433,585.27
Win %
67%
This Month
Compared to last month
Gain
-1.14%
Profit
-$2.79M
Win %
67%
This Year
Compared to last year
Gain
8.02%
Profit
$18.01M
Win %
66%
CRCL Circle Internet Group, Inc.
+10.54%
+$360,331.79 
BABA Alibaba Group Holding Limited SP ADR
+5.62%
+$14,502.7 
AMD Advanced Micro Devices, Inc.
+4.1%
+$23,173.7 
VGZ Vista Gold Corp.
+3.25%
+$625 
AVGO Broadcom Inc.
+3%
+$14,217.75 
PLTR Palantir Technologies Inc.
+2.82%
+$18,142.72 
FLY Firefly Aerospace Inc.
+2.65%
+$19,030.14 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.44%
+$12,289.09 
MSFT Microsoft Corp.
+2.03%
+$42,428.92 
GOOG Alphabet Inc
+1.9%
+$8,955.81 
KLAR Klarna Group Plc
+1.79%
+$3,568.42 
AIQ Global X Artificial Intelligence & Technology ETF
+1.77%
+$20,250.88 
PSX Phillips 66
+1.76%
+$5,481.84 
WCLD WisdomTree Cloud Computing Fund
+1.65%
+$10,983.65 
SKYY First Trust Cloud Computing ETF
+1.49%
+$20,061.67 
SMH VanEck Semiconductor ETF
+1.45%
+$19,384.25 
CHRS Coherus Biosciences Inc.
+1.43%
+$230.42 
AMZN Amazon.com Inc
+1.42%
+$7,318.5 
CVX Chevron Corporation
+1.33%
+$5,160.02 
INTU Intuit Inc.
+1.32%
+$2,531.64 
CHAT Roundhill Generative AI & Technology ETF
+1.29%
+$11,368.5 
RTX RTX Corporation
+1.27%
+$4,368.96 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$114,116.31 
COP ConocoPhillips
+1.25%
+$2,671.24 
KMI Kinder Morgan, Inc.
+1.22%
+$2,707.72 
ABEV Ambev S.A.
+1.16%
+$560.42 
PLXS Plexus Corp.
+1.09%
+$3,660.64 
V Visa Inc. Class A
+1.03%
+$3,869.53 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$29,375.61 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.02%
+$7,399.08 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$5,696 
AMLP Alerian MLP ETF
+1%
+$6,758.64 
NVDA NVIDIA Corporation
+0.99%
+$96,854.34 
VGT Vanguard Information Technology ETF
+0.95%
+$3,775.68 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.88%
+$7,163.03 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$32,678.1 
MLPA Global X MLP ETF
+0.84%
+$7,211.69 
ETN Eaton Corporation plc
+0.83%
+$3,052.35 
HACK Amplify Cybersecurity ETF
+0.82%
+$14,806.53 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$2,338.59 
QQQM Invesco NASDAQ 100 ETF
+0.81%
+$6,187.44 
MDT Medtronic plc
+0.76%
+$1,866.06 
IUSG iShares Core S&P U.S. Growth ETF
+0.73%
+$47,204.12 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.7%
+$5,109.48 
NDAQ Nasdaq, Inc.
+0.68%
+$1,873.02 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.63%
+$1,644.06 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.61%
+$3,383.1 
T AT&T Inc.
+0.57%
+$1,261.37 
VUG Vanguard Growth ETF
+0.57%
+$1,507.38 
TJX The TJX Companies, Inc.
+0.56%
+$2,177.61 
MA Mastercard Incorporated
+0.55%
+$1,746.35 
CME CME Group Inc.
+0.43%
+$943.4 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.42%
+$1,877.09 
HSY The Hershey Company
+0.41%
+$788.2 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$1,181.4 
MOAT VanEck Morningstar Wide Moat Fund
+0.39%
+$6,861.19 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.32%
+$685.6 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.28%
+$2,505.15 
VOO Vanguard S&P 500 ETF
+0.25%
+$648.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$27,318.24 
IDEQ Lazard International Dynamic Equity ETF
+0.24%
+$8,450.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$31,555.6 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.21%
+$16,247.92 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.18%
+$666.93 
WTMF WisdomTree Managed Futures Strategy Fund
+0.14%
+$1,007.13 
SPHQ Invesco S&P 500 Quality ETF
+0.14%
+$11,978.64 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$294.13 
VT Vanguard Total World Stock ETF
+0.14%
+$6,521.13 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.12%
+$2,281.3 
UBER Uber Technologies, Inc.
+0.11%
+$815.44 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$1,371.88 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$4,084.65 
EMLP First Trust North American Energy Infrastructure Fund
+0.04%
+$124.76 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$790.35 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$102.51 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.03%
+$69.74 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$57.84 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$50.28 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$88.53 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-10.1%
-$26,316.87 
KBWD Invesco KBW High Dividend Yield Financial ETF
-2.59%
-$18,844.47 
AAPL Apple Inc.
-2.48%
-$43,822.68 
ORCL Oracle Corporation
-2.23%
-$5,601.19 
NFLX Netflix, Inc.
-2.23%
-$20,235.9 
KTB Kontoor Brands Inc.
-2.19%
-$6,412.23 
NVS Novartis AG Sponsored ADR
-1.96%
-$4,797.94 
MRK Merck & Co., Inc.
-1.9%
-$4,341.48 
CPNG Coupang Inc.
-1.9%
-$5,454.23 
LLY Eli Lilly and Company
-1.82%
-$16,439.84 
CARR Carrier Global Corporation
-1.63%
-$5,262.88 
SHW The Sherwin-Williams Company
-1.46%
-$4,607.82 
BIZD VanEck BDC Income ETF
-1.38%
-$6,339.37 
REM iShares Mortgage Real Estate ETF
-1.37%
-$3,843.3 
PSP Invesco Global Listed Private Equity ETF
-1.29%
-$171,147.17 
SHEL Shell plc
-1.24%
-$3,789.72 
HUMA Humacyte, Inc.
-1.19%
-$832.8 
WEC WEC Energy Group Inc.
-1.11%
-$2,270.52 
RC Ready Capital Corporation
-0.97%
-$377.44 
WOOD iShares Global Timber & Forestry ETF
-0.91%
-$5,133.24 
PAVE Global X U.S. Infrastructure Development ETF
-0.91%
-$2,777.97 
MCK McKesson Corporation
-0.79%
-$2,413.95 
WST West Pharmaceutical Services, Inc.
-0.77%
-$36,385.38 
PG Procter & Gamble Co
-0.77%
-$1,742.25 
IBB iShares Biotechnology ETF
-0.74%
-$11,284.15 
OTF Blue Owl Technology Finance Corp.
-0.74%
-$1,242.83 
CION Cion Investment Corporation
-0.74%
-$2,988 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$3,244.24 
MCO Moody's Corporation
-0.69%
-$2,004.21 
PH Parker-Hannifin Corporation
-0.66%
-$3,211.79 
IWC iShares Micro-Cap ETF
-0.6%
-$12,664.84 
AME Ametek Inc.
-0.59%
-$1,745.58 
JPM JPMorgan Chase & Co.
-0.49%
-$2,763.6 
INDA ISHARES MSCI INDIA ETF
-0.48%
-$7,470.89 
VNQ Vanguard Real Estate ETF
-0.48%
-$6,259.2 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1,003.87 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.41%
-$1,829.65 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$21,752.7 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$6,004.35 
ABBV AbbVie Inc.
-0.39%
-$3,258.38 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.38%
-$1,956.7 
EZU iShares MSCI Eurozone ETF
-0.37%
-$13,232.97 
EFA iShares MSCI EAFE ETF
-0.36%
-$23,116.87 
RWO SPDR Dow Jones Global Real Estate ETF
-0.36%
-$1,110.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$1,132.95 
AMGN Amgen Inc.
-0.33%
-$732 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.33%
-$4,384.5 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$8,921.43 
GSY Invesco Ultra Short Duration ETF
-0.31%
-$8,982.87 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.31%
-$1,978 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$1,131.84 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$5,197.08 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.28%
-$4,556.18 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.27%
-$710.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$865.73 
MSI Motorola Solutions, Inc.
-0.25%
-$629.34 
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.24%
-$2,337.64 
VZ Verizon Communications Inc.
-0.23%
-$410.91 
IEI iShares 3-7 Year Treasury Bond ETF
-0.22%
-$6,276.57 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.21%
-$8,176.9 
BNDW Vanguard Total World Bond ETF
-0.21%
-$478.27 
BNDX Vanguard Total International Bond ETF
-0.21%
-$1,534.96 
CSCO Cisco Systems, Inc.
-0.2%
-$768.02 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.19%
-$7,010.7 
IAU iShares Gold Trust
-0.17%
-$820.87 
HLN Haleon Plc - ADR
-0.15%
-$150.93 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$6,440.11 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$903.67 
MUB iShares National Muni Bond ETF
-0.12%
-$307.62 
BINC iShares Flexible Income Active ETF
-0.09%
-$564.71 
ADP Automatic Data Processing Inc.
-0.08%
-$209.2 
FTSL First Trust Senior Loan ETF
-0.08%
-$1,333.08 
KMB Kimberly-Clark Corporation
-0.07%
-$211.36 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$337.08 
VRP Invesco Variable Rate Preferred ETF
-0.06%
-$256.81 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$769.57 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$836.62 
PCEF Invesco CEF Income Composite ETF
-0.04%
-$207.35 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.03%
-$789.13 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$873.4 
MDIV FT Multi-Asset Diversified Income Fund
-0.03%
-$257.36 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.02%
-$43.26 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$935.15 Events
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Dividends
Dividend Analysis
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| Trades 2354 | Longs Won 1431/2354 60% | Profit Factor 2.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,673.52 |
| Average Win $42,007.37 | Best Trade (Dec 31) $8.48M | Sharpe Ratio -12.19 |
| Average Loss -$24,744.24 | Worst Trade (Jul 19) -$6.83M | Z-Score 4.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $15,834.16 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Timothy J. Landolt?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $8.66M, Invesco Global Listed Private Equity ETF - $2.66M, FS KKR Capital Corp - $981,897.33, iShares Core S&P U.S. Value ETF - $962,579.75, and Vanguard Russell 1000 ETF - $957,547.42. 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: Circle Internet Group, Inc - $4.34M, West Pharmaceutical Services, Inc - $377,458.7, Coupang Inc - $358,203.26, WisdomTree New Economy Real Estate Fund - $206,096.8, and iShares Emerging Markets Dividend ETF - $153,935.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy J. Landolt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.65M earned over time. The largest contributors to dividend income include Invesco Global Listed Private Equity ETF - $2.25M, FS KKR Capital Corp - $933,650.34, NYLI Hedge Multi-Strategy Tracker ETF - $630,792.44, iShares Core MSCI EAFE ETF - $521,373.29, and iShares MSCI EAFE ETF - $419,611.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy J. Landolt's monthly returns?
Timothy J. Landolt'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 Timothy J. Landolt's strategy be considered aggressive or moderate?
Timothy J. Landolt'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 Timothy J. Landolt's strategy?
Timothy J. Landolt'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.
