TJL
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:
35.84%
Gain +1.8%
Monthly
0.34%
Yearly
4.15%
Drawdown
15.85%
$247.28M
Equity
Holdings
$247.28M
Investment
$216.33M
$41.75M
Profit +$4.59M
Realized
$10.79M
Unrealized
$30.95M
Dividends
$16.55M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.8%
Profit
$4.59M
Win %
70%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$4.09M
Win %
70%
This Month
Compared to last month
Gain
-1.71%
Profit
-$4.3M
Win %
70%
This Year
Compared to last year
Gain
2.82%
Profit
$8.15M
Win %
69%
FLY Firefly Aerospace Inc.
+17.5%
+$218,286.9 
CPNG Coupang Inc.
+14.38%
+$37,660.12 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$36,281.53 
AMD Advanced Micro Devices, Inc.
+8.14%
+$42,045.86 
SMH VanEck Semiconductor ETF
+6.85%
+$94,059.62 
KTB Kontoor Brands Inc.
+6.29%
+$16,390.62 
PICK iShares MSCI Global Metals & Mining Producers ETF
+5.81%
+$27,882.28 
CHRS Coherus Biosciences Inc.
+5.51%
+$864.08 
CHAT Roundhill Generative AI & Technology ETF
+5.46%
+$51,265.5 
VGZ Vista Gold Corp.
+5.45%
+$1,437.5 
ETN Eaton Corporation plc
+5.05%
+$17,423.65 
AMGN Amgen Inc.
+4.91%
+$10,113.79 
SPMO Invesco S&P 500 Momentum ETF
+4.84%
+$437,603.67 
CRCL Circle Internet Group, Inc.
+4.8%
+$214,388.93 
PLXS Plexus Corp.
+4.69%
+$17,247.76 
RC Ready Capital Corporation
+4.52%
+$1,887.22 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$171,498.6 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$25,187 
SHW The Sherwin-Williams Company
+4.21%
+$12,220.74 
AIQ Global X Artificial Intelligence & Technology ETF
+4.21%
+$50,335.12 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+4.02%
+$15,288.86 
NVS Novartis AG Sponsored ADR
+3.92%
+$9,245.2 
XLK State Street Technology Select Sector SPDR ETF
+3.85%
+$110,398 
RTX RTX Corporation
+3.76%
+$11,854.8 
IDEQ Lazard International Dynamic Equity ETF
+3.76%
+$134,679.52 
ABEV Ambev S.A.
+3.7%
+$1,841.38 
EZU iShares MSCI Eurozone ETF
+3.69%
+$128,956.59 
AVGO Broadcom Inc.
+3.64%
+$17,304.11 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.63%
+$16,671.06 
IWC iShares Micro-Cap ETF
+3.49%
+$69,794.91 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$9,728.37 
VGT Vanguard Information Technology ETF
+3.38%
+$13,284.8 
PAVE Global X U.S. Infrastructure Development ETF
+3.35%
+$10,104.18 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$24,483.03 
KLAR Klarna Group Plc
+3.2%
+$5,379.26 
IEUR iShares Core MSCI Europe ETF
+3.16%
+$14,159.44 
EFA iShares MSCI EAFE ETF
+3.13%
+$195,722.87 
IAU iShares Gold Trust
+3.12%
+$15,727.97 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$81,425.75 
PH Parker-Hannifin Corporation
+2.98%
+$13,279.82 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.84%
+$27,161.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.81%
+$14,186.08 
IBB iShares Biotechnology ETF
+2.77%
+$36,813.88 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$232,585.26 
CARR Carrier Global Corporation
+2.75%
+$8,787.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.75%
+$13,324.44 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$19,775.25 
DEM WisdomTree Emerging Markets High Dividend Fund
+2.69%
+$101,655.15 
HACK Amplify Cybersecurity ETF
+2.61%
+$39,807.72 
HSY The Hershey Company
+2.59%
+$5,145.82 
CSCO Cisco Systems, Inc.
+2.56%
+$10,612.64 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$45,732.37 
VT Vanguard Total World Stock ETF
+2.44%
+$115,206.63 
HDB HDFC Bank Limited ADR
+2.44%
+$5,579.37 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$103,403.56 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.35%
+$90,388.48 
NVDA NVIDIA Corporation
+2.33%
+$224,787.69 
IUSG iShares Core S&P U.S. Growth ETF
+2.28%
+$144,244.81 
LLY Eli Lilly and Company
+2.27%
+$19,714.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$268,444.78 
VUG Vanguard Growth ETF
+1.89%
+$4,910.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$207,190.97 
AME Ametek Inc.
+1.88%
+$5,150.08 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.87%
+$24,407.05 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.78%
+$13,580.46 
VOO Vanguard S&P 500 ETF
+1.77%
+$4,535.04 
AMZN Amazon.com Inc
+1.54%
+$7,653.06 
WOOD iShares Global Timber & Forestry ETF
+1.53%
+$8,219.7 
JPM JPMorgan Chase & Co.
+1.53%
+$7,780.83 
MRK Merck & Co., Inc.
+1.44%
+$3,067.75 
AAPL Apple Inc.
+1.41%
+$21,778.94 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$23,514.99 
UBER Uber Technologies, Inc.
+1.32%
+$9,224.67 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+1.26%
+$97,487.55 
PCY Invesco Emerging Markets Sovereign Debt ETF
+1.14%
+$18,573.45 
IUSV iShares Core S&P U.S. Value ETF
+1.14%
+$16,545.32 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$19,012.95 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+1.12%
+$7,219.7 
WTMF WisdomTree Managed Futures Strategy Fund
+1.09%
+$7,523.56 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+1.03%
+$23,673.9 
INDA ISHARES MSCI INDIA ETF
+1.01%
+$15,259.68 
JEPI JPMorgan Equity Premium Income Fund
+0.97%
+$5,152.59 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.97%
+$2,231.68 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$7,072.2 
REM iShares Mortgage Real Estate ETF
+0.92%
+$2,520.2 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$47,715.6 
PCEF Invesco CEF Income Composite ETF
+0.88%
+$4,970.7 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$70,800.6 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.81%
+$2,124.8 
GOOG Alphabet Inc
+0.76%
+$3,655.7 
PSP Invesco Global Listed Private Equity ETF
+0.75%
+$98,381.29 
PLTR Palantir Technologies Inc.
+0.71%
+$4,523.47 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$2,300.76 
BNDW Vanguard Total World Bond ETF
+0.6%
+$1,373.76 
RWO SPDR Dow Jones Global Real Estate ETF
+0.6%
+$1,753.78 
BNDX Vanguard Total International Bond ETF
+0.59%
+$4,427.76 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,918.17 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.57%
+$1,405.42 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$10,270.42 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.5%
+$1,387.6 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.47%
+$1,249.86 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$1,156.44 
GHYG iShares US & Intl High Yield Corp Bond ETF
+0.46%
+$4,364.45 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.44%
+$12,689.89 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$12,430.07 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$867.6 
VZ Verizon Communications Inc.
+0.41%
+$779.95 
BINC iShares Flexible Income Active ETF
+0.32%
+$2,070.59 
MDIV FT Multi-Asset Diversified Income Fund
+0.27%
+$2,316.2 
JSI Janus Henderson Securitized Income ETF
+0.26%
+$5,647.19 
MUB iShares National Muni Bond ETF
+0.23%
+$615.25 
SKYY First Trust Cloud Computing ETF
+0.21%
+$2,773.96 
KBWD Invesco KBW High Dividend Yield Financial ETF
+0.2%
+$1,449.58 
VRP Invesco Variable Rate Preferred ETF
+0.18%
+$765.32 
BIZD VanEck BDC Income ETF
+0.16%
+$724.5 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$4,367.02 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.14%
+$285.52 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.13%
+$2,416.14 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$254.62 
FTSL First Trust Senior Loan ETF
+0.11%
+$1,904.4 
WST West Pharmaceutical Services, Inc.
+0.1%
+$4,498.54 
MDT Medtronic plc
+0.1%
+$236.96 
NDAQ Nasdaq, Inc.
+0.1%
+$256.79 
SRLN SPDR Blackstone Senior Loan ETF
+0.07%
+$205.02 
CION Cion Investment Corporation
+0.07%
+$332 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,306.1 
TJX The TJX Companies, Inc.
+0.07%
+$275.33 
ABBV AbbVie Inc.
+0.06%
+$463.12 
GSY Invesco Ultra Short Duration ETF
+0.05%
+$1,448.85 
EMLP First Trust North American Energy Infrastructure Fund
+0.05%
+$124.76 
KMB Kimberly-Clark Corporation
+0.03%
+$79.26 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$395.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$29.51 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
HUMA Humacyte, Inc.
-20.15%
-$28,462.86 
ORCL Oracle Corporation
-8.32%
-$33,279.1 
COP ConocoPhillips
-3.7%
-$8,293.92 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-2.72%
-$19,094.4 
INTU Intuit Inc.
-2.58%
-$4,845.13 
BABA Alibaba Group Holding Limited SP ADR
-2.46%
-$6,375.8 
ADP Automatic Data Processing Inc.
-2.22%
-$5,376.45 
CVX Chevron Corporation
-2.08%
-$8,132.16 
MCO Moody's Corporation
-2.07%
-$5,321.72 
PSX Phillips 66
-1.95%
-$5,338.77 
MSFT Microsoft Corp.
-1.81%
-$38,085.38 
KMI Kinder Morgan, Inc.
-1.51%
-$3,290.4 
V Visa Inc. Class A
-1.13%
-$3,806.94 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$6,282.9 
NFLX Netflix, Inc.
-0.89%
-$9,623.59 
WEC WEC Energy Group Inc.
-0.85%
-$1,747.94 
AMLP Alerian MLP ETF
-0.78%
-$5,131.56 
MLPA Global X MLP ETF
-0.72%
-$6,048.51 
MLPX Global X MLP & Energy Infrastructure ETF
-0.59%
-$1,732.72 
MA Mastercard Incorporated
-0.5%
-$1,428.83 
T AT&T Inc.
-0.49%
-$1,160.46 
CME CME Group Inc.
-0.42%
-$996.79 
WCLD WisdomTree Cloud Computing Fund
-0.41%
-$2,387.75 
PG Procter & Gamble Co
-0.4%
-$909 
SHEL Shell plc
-0.38%
-$1,140.44 
OTF Blue Owl Technology Finance Corp.
-0.23%
-$414.27 
HLN Haleon Plc - ADR
-0.22%
-$201.24 
MCK McKesson Corporation
-0.22%
-$618.91 
MSI Motorola Solutions, Inc.
-0.2%
-$512.12 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.2%
-$411.36 
VNQ Vanguard Real Estate ETF
-0.03%
-$326 Events
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Dividends
Dividend Analysis
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| Trades 2354 | Longs Won 1462/2354 62% | Profit Factor 2.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,115.59 |
| Average Win $43,168.9 | Best Trade (Dec 31) $8.48M | Sharpe Ratio -7.46 |
| Average Loss -$23,953.36 | Worst Trade (Jun 10) -$5.78M | Z-Score 7.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3d | Expectancy $17,734.3 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
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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