PL
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
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.
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.
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:
53.89%
Gain -1.01%
Monthly
1.23%
Yearly
15.78%
Drawdown
14.52%
$209.18M
Equity
Holdings
$209.18M
Investment
$187.99M
$110.35M
Profit -$2.22M
Realized
$89.16M
Unrealized
$21.19M
Dividends
$11.56M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$2.22M
Win %
61%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$1.74M
Win %
61%
This Month
Compared to last month
Gain
-2.52%
Profit
-$5.41M
Win %
61%
This Year
Compared to last year
Gain
2.51%
Profit
$5.13M
Win %
61%
POWL Powell Industries Inc.
+3.98%
+$83,473.47 
HPE Hewlett Packard Enterprise Company
+3.67%
+$876,523.5 
SKE Skeena Resources Ltd.
+3.35%
+$336,000.4 
BTG B2Gold Corp
+3.29%
+$198,288 
FIX Comfort Systems USA, Inc.
+2.57%
+$155,838.02 
GAU Galiano Gold Inc.
+2.27%
+$40,000 
AGI Alamos Gold Inc.
+1.88%
+$81,249 
ORLA Orla Mining Ltd.
+1.62%
+$14,000 
UAL United Airlines Holdings, Inc.
+1.32%
+$73,470 
ITRI Itron Inc.
+1.17%
+$53,088.75 
NVDA NVIDIA Corporation
+1.11%
+$57,110.2 
META Meta Platforms Inc Class A
+0.4%
+$22,931.46 
BKLN Invesco Senior Loan ETF
+0.05%
+$9,396 
CAE CAE Inc.
+0.04%
+$1,917 
BLD TopBuild Corp
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
IAUXWS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CWST Casella Waste Systems Inc.
-2.01%
-$304,037.36 
PANW Palo Alto Networks, Inc.
-1.63%
-$93,885 
GIL Gildan Activewear Inc.
-1.35%
-$186,322.5 
GFL GFL Environmental Inc.
-1.26%
-$205,969.5 
STN Stantec Inc.
-1.03%
-$35,272.09 
DOO BRP Inc. Subordinate Voting Shares
-1.01%
-$81,252.44 
AMZN Amazon.com Inc
-0.92%
-$96,211.5 
TTWO Take-Two Interactive Software, Inc.
-0.78%
-$61,852.12 
GOOG Alphabet Inc
-0.63%
-$14,459.35 
CP Canadian Pacific Kansas City Limited
-0.44%
-$21,764.4 
PINS Pinterest, Inc. Class A
-0.22%
-$2,420 
BN Brookfield Corporation
-0.13%
-$8,250 Events
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Dividends
Dividend Analysis
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| Trades 364 | Longs Won 183/364 50% | Profit Factor 5.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $746,169.52 | Best Trade (Jul 27) $12.42M | Sharpe Ratio -50.77 |
| Average Loss -$144,733.74 | Worst Trade (Jul 21) -$2.84M | Z-Score -8.45 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $303,165.43 |
| 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 | 1,445 | 1,301 | 1,156 | 1,012 | 867 | 723 | 578 | 434 | 289 | 145 |
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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FAQ
Which stocks have generated the highest profits for Phong Liao?
The largest contributions to the portfolio's profits come from the following stocks: Installed Building Products Inc - $9.51M, Canadian Natural Resources Limited - $7.79M, NVIDIA Corporation - $6.28M, Broadcom Inc - $5.79M, and Alphabet Inc - $5.67M. 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: TopBuild Corp - $2.58M, Global Payments Inc - $1.58M, Casella Waste Systems Inc - $1.44M, Las Vegas Sands Corp - $811,706.74, and Triple Flag Precious Metals Corp - $631,352.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Phong Liao's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.56M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $3.98M, Canadian Natural Resources Limited - $742,886.97, Gildan Activewear Inc - $463,100.2, Brookfield Infrastructure Partners L.P - $397,535.22, and Canadian Pacific Kansas City Limited - $390,207.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Phong Liao's monthly returns?
Phong Liao's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Phong Liao's strategy be considered aggressive or moderate?
Phong Liao's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Phong Liao's strategy?
Phong Liao's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
