Phong Liao Portfolio

Invests via Forge First Asset Management Inc. | Managed by Keenan Murray

Invests via Forge First Asset Management Inc.

Managed by Keenan Murray

Automatically Tracked

Tracking: 0 Updated: Yesterday at 10:36 AM

Phong Liao Profile

With a distinguished career in the tech sector, Phong Liao has established himself as a pivotal force in driving innovation and operational efficiency within high-growth startups. His entrepreneurial journey began with founding several successful ventures that integrated cutting-edge technology to solve complex market challenges. Through his leadership, he has transformed nascent ideas into scalable businesses while navigating competitive landscapes. Phong's hands-on approach to building teams and fostering collaborations underscores his commitment to advancing industry standards and generating economic impact. He remains an influential figure by sharing insights on entrepreneurial strategies at industry conferences, thereby enhancing the broader startup ecosystem.

Investment Philosophy & Strategy

In today's fast-paced tech landscape, Phong Liao embodies the spirit of entrepreneurial innovation and operational agility. With a history of founding transformative startups, his strategy focuses on harnessing technological advancements to capture market opportunities effectively. Recognizing that sustainable growth stems from collaboration, he cultivates strong teams dedicated to pushing boundaries within their sectors. His experience navigating competitive environments translates into a distinct advantage when making strategic decisions that prioritize scalability and responsiveness. By emphasizing value creation through technology-driven solutions, he consistently seeks pathways for enhanced economic impact.

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:

61.45%

Gain 0%

Monthly

1.32%

Yearly

17.02%

Drawdown

17.01%

$231.71M

Equity

Holdings

$231.71M

Investment

$195.31M

$131.18M

Profit +$5,164.41

Realized

$94.78M

Unrealized

$36.4M

Dividends

$11.68M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.002%

Profit

$5,164.41

Win %

61%

This Week

Compared To Last Week

Gain

0.002%

Profit

$5,164.41

Win %

61%

This Month

Compared to last month

Gain

0.77%

Profit

$1.78M

Win %

61%

This Year

Compared to last year

Gain

6.92%

Profit

$14.99M

Win %

61%

Gainers
Losers

SKE Skeena Resources Ltd.

+7.87%

+$820,000.4

GAU Galiano Gold Inc.

+3.43%

+$70,000

BTG B2Gold Corp

+2.93%

+$198,288

HPE Hewlett Packard Enterprise Company

+2.93%

+$734,457

ORLA Orla Mining Ltd.

+2.8%

+$29,000

UAL United Airlines Holdings, Inc.

+2.58%

+$137,934

AGI Alamos Gold Inc.

+2.06%

+$108,843

DOO BRP Inc. Subordinate Voting Shares

+1.96%

+$156,306.52

FIX Comfort Systems USA, Inc.

+1.85%

+$121,203.37

GIL Gildan Activewear Inc.

+1.81%

+$273,780

POWL Powell Industries Inc.

+1.46%

+$39,027.75

CP Canadian Pacific Kansas City Limited

+0.86%

+$41,896.58

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.68%

+$126,325.45

GOOG Alphabet Inc

+0.45%

+$10,504

BN Brookfield Corporation

+0.4%

+$27,000.15

STN Stantec Inc.

+0.33%

+$11,923.11

BLD TopBuild Corp

+0.3%

+$16,654.27

GFL GFL Environmental Inc.

+0.28%

+$41,610

NVDA NVIDIA Corporation

+0.16%

+$8,086.4

PANW Palo Alto Networks, Inc.

+0.03%

+$1,485

IAUXWS

PINS Pinterest, Inc. Class A

-6%

-$62,436

AMZN Amazon.com Inc

-1.23%

-$123,283.58

CAE CAE Inc.

-0.74%

-$36,423

CWST Casella Waste Systems Inc.

-0.43%

-$63,071.58

CWAN Clearwater Analytics Holdings Inc.

-0.29%

-$15,078

META Meta Platforms Inc Class A

-0.26%

-$12,739.79

ITRI Itron Inc.

-0.2%

-$8,580

TTWO Take-Two Interactive Software, Inc.

-0.16%

-$10,915.15

BKLN Invesco Senior Loan ETF

-0.05%

-$9,396

Events

Dividends

Dividend Analysis

No Data

Trades 364	Longs Won 191/364 52%	Profit Factor 6.05
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.15M
Average Win $822,882.02	Best Trade (Jun 14) $12.66M	Sharpe Ratio -56.87
Average Loss -$150,226.85	Worst Trade (Jun 14) -$3.61M	Z-Score -11.06 (100%)
Commissions $0	Avg. Trade Length 7m 1w 5d	Expectancy $360,387.97

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	1,543	1,389	1,235	1,080	926	772	617	463	309	154