LG
Lorraine Gallard Portfolio
Invests via Bonness Enterprises Inc | Managed by Lorraine Gallard
Invests via Bonness Enterprises Inc
Managed by Lorraine Gallard
Automatically Tracked
Lorraine Gallard Profile
Renowned for her multifaceted career, Lorraine Gallard stands out as a visionary entrepreneur and strategic leader in the tech sector. With extensive experience in launching and scaling innovative digital solutions, she has established herself at the forefront of industry advancements. Gallard's journey encompasses pivotal roles within various startups, where she successfully navigated complex market landscapes to drive growth and operational excellence. Her expertise extends beyond entrepreneurship; she's also an influential figure in guiding emerging technology companies through early-stage development into robust businesses poised for expansion. As a mentor and advocate for aspiring entrepreneurs, her contributions significantly shape the future of tech innovation.
Renowned for her multifaceted career, Lorraine Gallard stands out as a visionary entrepreneur and strategic leader in the tech sector. With extensive experience in launching and scaling innovative digital solutions, she has established herself at the forefront of industry advancements. Gallard's journey encompasses pivotal roles within various startups, where she successfully navigated complex market landscapes to drive growth and operational excellence. Her expertise extends beyond entrepreneurship; she's also an influential figure in guiding emerging technology companies through early-stage development into robust businesses poised for expansion. As a mentor and advocate for aspiring entrepreneurs, her contributions significantly shape the future of tech innovation.
Investment Philosophy & Strategy
Growth opportunities abound in the rapidly evolving technology landscape, where Lorraine Gallard excels as a transformative force. Her entrepreneurial acumen and deep operational insight enable her to identify untapped markets and innovative solutions that disrupt conventional paradigms. Emphasizing adaptability, she aligns her strategic initiatives with emerging trends to foster sustainable development within startups. Through a lens of innovation-focused leadership, she effectively cultivates high-performing teams that drive success across diverse tech ventures. This commitment to scaling impactful businesses illustrates her unique approach towards harnessing potential while navigating competitive challenges.
Growth opportunities abound in the rapidly evolving technology landscape, where Lorraine Gallard excels as a transformative force. Her entrepreneurial acumen and deep operational insight enable her to identify untapped markets and innovative solutions that disrupt conventional paradigms. Emphasizing adaptability, she aligns her strategic initiatives with emerging trends to foster sustainable development within startups. Through a lens of innovation-focused leadership, she effectively cultivates high-performing teams that drive success across diverse tech ventures. This commitment to scaling impactful businesses illustrates her unique approach towards harnessing potential while navigating competitive challenges.
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:
436.51%
Gain +3.47%
Monthly
1.37%
Yearly
17.67%
Drawdown
41.08%
$1.4B
Equity
Holdings
$1.4B
Investment
$415.85M
$934.81M
Profit +$9.75M
Realized
-$45.33M
Unrealized
$980.14M
Dividends
$367.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.47%
Profit
$9.75M
Win %
86%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$6.71M
Win %
86%
This Month
Compared to last month
Gain
-2.12%
Profit
-$30.55M
Win %
86%
This Year
Compared to last year
Gain
2.19%
Profit
$100.47M
Win %
86%
INTC Intel Corporation
+7.75%
+$3.83M 
NOK Nokia Corporation Sponsored ADR
+6.75%
+$59,184 
HPE Hewlett Packard Enterprise Company
+6.7%
+$216,694.5 
GLW Corning Incorporated
+6.44%
+$490,512 
ORCL Oracle Corporation
+4%
+$15,929.4 
NUE Nucor Corporation
+1.95%
+$724,910.92 
CSCO Cisco Systems, Inc.
+1.74%
+$1.97M 
UPS United Parcel Service, Inc.
+1.7%
+$39,228 
GEV GE Vernova Inc.
+1.61%
+$9,231.78 
IBM International Business Machines Corporation
+1.53%
+$254,167.36 
LLY Eli Lilly and Company
+1.5%
+$54,784 
MRK Merck & Co., Inc.
+1.43%
+$542,638.36 
DD DuPont de Nemours, Inc.
+1.4%
+$73,089.71 
EMR Emerson Electric Co.
+1.3%
+$81,700 
ING ING Groep N.V. Sponsored ADR
+1.29%
+$38,540 
A Agilent Technologies Inc.
+1.22%
+$33,652 
GSK GSK plc Sponsored ADR
+1.08%
+$22,606.6 
GE General Electric Company
+1.01%
+$244,767.67 
MSFT Microsoft Corp.
+0.99%
+$1.8M 
TMO Thermo Fisher Scientific Inc.
+0.97%
+$55,823.84 
JNJ Johnson & Johnson
+0.82%
+$717,106.85 
PFE Pfizer Inc.
+0.8%
+$84,525.05 
AMAT Applied Materials, Inc.
+0.76%
+$68,376.64 
KLAC KLA Corporation
+0.66%
+$184,800 
HPQ HP Inc.
+0.55%
+$10,368 
MCD McDonald's Corporation
+0.53%
+$8,416 
DOV Dover Corporation
+0.46%
+$87,496.47 
AXP American Express Company
+0.43%
+$6,379.26 
AES AES Corporation
+0.2%
+$1,122 
BMY Bristol-Myers Squibb Company
+0.17%
+$8,251.21 
ABBV AbbVie Inc.
+0.12%
+$11,254.5 
KO The Coca-Cola Company
+0.1%
+$2,529 
BK The Bank of New York Mellon Corporation
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
DDAIF Daimler AG
0%
$0 1249
12490K107
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 1616
16161A108
0%
$0 PCS
PCS
0%
$0 SGP
SGP
0%
$0 NCC
NCC
0%
$0 RD
RD
0%
$0 S
S
0%
$0 TLAB
TLAB
0%
$0 5526
55268B106
0%
$0 2082
208251405
0%
$0 5956
59562V107
0%
$0 9297
929771103
0%
$0 CYTC
CYTC
0%
$0 CHIR
CHIR
0%
$0 DIGE
DIGE
0%
$0 2470
247025109
0%
$0 0266
026609107
0%
$0 WPO
WPO
0%
$0 WL
WL
0%
$0 HPQ
HPQ
0%
$0 KEA
KEA
0%
$0 8323
832378301
0%
$0 3623
362320103
0%
$0 8715
87156R109
0%
$0 7181
718154107
0%
$0 7414
741477103
0%
$0 2189
218916104
0%
$0 4432
44328M815
0%
$0 0594
059456301
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.07 
BRK-B Berkshire Hathaway Inc.
-1.35%
-$9,483.75 
ABT Abbott Laboratories
-1.28%
-$283,223.74 
AIG American International Group Inc.
-1.27%
-$9,186.87 
C Citigroup Inc.
-1.21%
-$42,871.52 
MRSH Marsh & McLennan Companies, Inc.
-1.17%
-$52,118 
NYT New York Times Co.
-1.1%
-$25,280 
VZ Verizon Communications Inc.
-0.97%
-$24,459.03 
PGR Progressive Corporation
-0.77%
-$1.39M 
T AT&T Inc.
-0.75%
-$17,394 
GEN Gen Digital Inc.
-0.75%
-$14,375 
ADP Automatic Data Processing Inc.
-0.54%
-$73,972.9 
BAC Bank of America Corporation
-0.48%
-$23,510.48 
TEMFX Templeton Foreign Fund Class A
-0.48%
-$549.5 
XOM Exxon Mobil Corporation
-0.47%
-$193,490.68 
NTRS Northern Trust Corporation
-0.46%
-$10,287 
HAL Halliburton Company
-0.43%
-$9,750 
AAPL Apple Inc.
-0.41%
-$66,244.5 
APD Air Products and Chemicals, Inc.
-0.4%
-$149,176.31 
PHG Koninklijke Philips N.V.
-0.32%
-$6,956.88 
SYK Stryker Corporation
-0.32%
-$524,255.85 
MBI MBIA Inc.
-0.22%
-$600 
PEP PepsiCo, Inc.
-0.21%
-$21,252 
VRTX Vertex Pharmaceuticals Incorporated
-0.15%
-$13,706.18 
PG Procter & Gamble Co
-0.07%
-$16,520 
BP BP p.l.c. Sponsored ADR
-0.04%
-$1,144.4 
NSC Norfolk Southern Corporation
-0.01%
-$6,259.56 Events
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Dividends
Dividend Analysis
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| Trades 1290 | Longs Won 803/1290 62% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.06M |
| Average Win $1.43M | Best Trade (Sep 03) $168.12M | Sharpe Ratio -14.84 |
| Average Loss -$459,651.07 | Worst Trade (Dec 31) -$16.21M | Z-Score -4.85 (100%) |
| Commissions $0 | Avg. Trade Length 9y 10m 1w 5d | Expectancy $724,661.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% | 3.79% |
| Consecutive Losing Trades | 3,040 | 2,736 | 2,432 | 2,128 | 1,824 | 1,520 | 1,216 | 912 | 608 | 304 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 110,382 | $4.23M | $3.24M | - | -$986,772.39 | -23.33% | 0.0 |
| 0266 026609107 | 18,200 | $1.07M | $1.12M | - | $48,025 | 4.49% | 0.0 |
| 0594 059456301 | 28,000 | $609,000 | $703,000 | - | $94,000 | 15.44% | 0.0 |
| 1249 12490K107 | 29,119 | $1.86M | $1.86M | - | - | - | 0.0 |
| 1616 16161A108 | 82,920 | $3.82M | $3.77M | - | -$51,002.65 | -1.34% | 0.0 |
| 2082 208251405 | 45,361 | $1.13M | $1.13M | - | - | - | 0.0 |
| 2189 218916104 | 16,000 | $235,000 | $106,000 | - | -$129,000 | -54.89% | 0.0 |
| 2470 247025109 | 11,000 | $542,520 | $204,160 | - | -$338,360 | -62.37% | 0.0 |
| 3623 362320103 | 26,488 | $1.87M | $1.87M | - | - | - | 0.0 |
| 4432 44328M815 | 32,000 | $753,000 | $824,000 | - | $71,000 | 9.43% | 0.0 |
| 5526 55268B106 | 66,237 | $3.52M | $3.52M | - | - | - | 0.0 |
| 5956 59562V107 | 20,885 | $704,000 | $704,000 | - | - | - | 0.0 |
| 7181 718154107 | 91,700 | $2.34M | $2.44M | - | $98,715.24 | 4.22% | 0.0 |
| 7414 741477103 | 188,000 | $7.99M | $5.51M | - | -$2.48M | -31.06% | 0.0 |
| 8323 832378301 | 51,200 | $3.34M | $3.51M | - | $176,000 | 5.27% | 0.0 |
| 8715 87156R109 | 26,200 | $177,000 | $177,000 | - | - | - | 0.0 |
| 9297 929771103 | 27,000 | $837,000 | $837,000 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 17,900 | $544,980.52 | $2.78M | - | $2.24M | 410.97% | +1.223% |
| AAPL Apple Inc. | 49,070 | $777,071.68 | $16.25M | - | $15.47M | 1,990.56% | -0.406% |
| ABBV AbbVie Inc. | 36,900 | $1.6M | $9.7M | - | $8.1M | 505.88% | +0.116% |
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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 Lorraine Gallard?
The largest contributions to the portfolio's profits come from the following stocks: Progressive Corporation - $67.86M, General Electric Company - $37.76M, Citigroup Inc - $37.01M, Stryker Corporation - $34.38M, and Johnson & Johnson - $28.18M. 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: HPQ - $33.94M, The Interpublic Group of Companies, Inc - $11.43M, Nokia Corporation Sponsored ADR - $6.25M, TLAB - $4.8M, and MOT - $4.62M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lorraine Gallard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $367.49M earned over time. The largest contributors to dividend income include General Electric Company - $54.88M, Progressive Corporation - $37.18M, Citigroup Inc - $35.49M, Johnson & Johnson - $24.06M, and Stryker Corporation - $20.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lorraine Gallard's monthly returns?
Lorraine Gallard's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Lorraine Gallard's strategy be considered aggressive or moderate?
Lorraine Gallard's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Lorraine Gallard's strategy?
Lorraine Gallard's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
