Shad Lamm Portfolio
Invests via Keystone Wealth Services LLC | Managed by Shattuck Lamm
Invests via Keystone Wealth Services LLC
Managed by Shattuck Lamm
Automatically Tracked
Shad Lamm Profile
Shad Lamm stands out as a visionary entrepreneur with extensive experience in developing innovative business solutions across diverse sectors. Known for his adeptness in identifying market gaps, he has successfully launched and led several startups that leverage technology to enhance operational efficiency. His strategic insight and strong leadership skills have driven substantial growth within his ventures, making significant contributions to the local economy. With a track record of building effective teams and fostering collaborative environments, he is committed to empowering others in their entrepreneurial journeys while establishing himself as an influential figure in startup ecosystems.
Shad Lamm stands out as a visionary entrepreneur with extensive experience in developing innovative business solutions across diverse sectors. Known for his adeptness in identifying market gaps, he has successfully launched and led several startups that leverage technology to enhance operational efficiency. His strategic insight and strong leadership skills have driven substantial growth within his ventures, making significant contributions to the local economy. With a track record of building effective teams and fostering collaborative environments, he is committed to empowering others in their entrepreneurial journeys while establishing himself as an influential figure in startup ecosystems.
Investment Philosophy & Strategy
In the ever-evolving startup landscape, identifying disruptive opportunities is paramount. Shad Lamm demonstrates a keen ability to pioneer innovative solutions that address unmet consumer needs, driving transformation across sectors. His entrepreneurial spirit fuels an unwavering focus on scalability and operational excellence within his ventures. By leveraging technology effectively, he not only enhances productivity but also fosters sustainable growth in challenging markets. Collaborative leadership and strategic foresight position him to navigate complexities adeptly while creating meaningful impacts on team dynamics and regional entrepreneurship ecosystems.
In the ever-evolving startup landscape, identifying disruptive opportunities is paramount. Shad Lamm demonstrates a keen ability to pioneer innovative solutions that address unmet consumer needs, driving transformation across sectors. His entrepreneurial spirit fuels an unwavering focus on scalability and operational excellence within his ventures. By leveraging technology effectively, he not only enhances productivity but also fosters sustainable growth in challenging markets. Collaborative leadership and strategic foresight position him to navigate complexities adeptly while creating meaningful impacts on team dynamics and regional entrepreneurship ecosystems.
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:
86.47%
Gain -0.2%
Monthly
1.04%
Yearly
13.16%
Drawdown
20.93%
$547.64M
Equity
Holdings
$547.64M
Investment
$412.47M
$165.49M
Profit -$706,233.3
Realized
$30.32M
Unrealized
$135.17M
Dividends
$21.66M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$706,233.3
Win %
78%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$3.19M
Win %
78%
This Month
Compared to last month
Gain
-0.19%
Profit
-$1.05M
Win %
78%
This Year
Compared to last year
Gain
2.3%
Profit
$12.28M
Win %
77%
AAPL Apple Inc.
+3.2%
+$761,421.67 
PM Philip Morris International Inc.
+2.08%
+$25,661.28 
ABBV AbbVie Inc.
+1.34%
+$11,454.63 
MO Altria Group, Inc.
+1.21%
+$8,535.38 
BCAL California BanCorp
+1.12%
+$6,677.76 
PANW Palo Alto Networks, Inc.
+1.01%
+$2,961.4 
HFRO Highland Opportunities and Income Fund
+0.95%
+$1,029.28 
LMT Lockheed Martin Corporation
+0.94%
+$4,501.78 
XOM Exxon Mobil Corporation
+0.82%
+$60,681.15 
QCOM QUALCOMM Incorporated
+0.77%
+$3,045.61 
DIS The Walt Disney Company
+0.77%
+$5,525.6 
GOOGL Alphabet Inc
+0.67%
+$17,635.83 
COP ConocoPhillips
+0.66%
+$48,701.7 
GOOG Alphabet Inc
+0.64%
+$6,507.85 
SPCX Space Exploration Technologies Corp. Class A
+0.52%
+$2,987.56 
GD General Dynamics Corporation
+0.5%
+$1,219.76 
KO The Coca-Cola Company
+0.48%
+$1,294.02 
SCHW Charles Schwab Corporation
+0.43%
+$2,343.7 
CRWD CrowdStrike Holdings, Inc.
+0.42%
+$1,573.44 
VZ Verizon Communications Inc.
+0.31%
+$807.39 
OZ Belpointe PREP LLC
+0.23%
+$1,709.82 
PG Procter & Gamble Co
+0.15%
+$383.88 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$309.6 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$958.64 
LLY Eli Lilly and Company
+0.07%
+$414.4 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$131.87 
IRT Independence Realty Trust Inc.
+0.03%
+$150.83 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$10.47 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 QMMY
QMMY
0%
$0 AAPR
AAPR
0%
$0 FAI
FAI
0%
$0 DLMY
DLMY
0%
$0 
CRWV CoreWeave, Inc.
-5.93%
-$21,577.75 
OKLO Oklo Inc.
-5.74%
-$15,924.28 
VRT Vertiv Holdings Co
-5.67%
-$11,517.7 
CELC Celcuity Inc.
-5.21%
-$9,380 
LRCX Lam Research Corporation
-5.1%
-$39,002.31 
INTC Intel Corporation
-4.91%
-$53,906.94 
ORCL Oracle Corporation
-4.7%
-$26,959.68 
MU Micron Technology, Inc.
-4.45%
-$167,609.74 
NLR VanEck Uranium and Nuclear ETF
-4.12%
-$12,538.68 
WDC Western Digital Corporation
-3.98%
-$7,837.68 
DNN Denison Mines Corp.
-3.59%
-$2,400 
BE Bloom Energy Corporation
-3.39%
-$12,622.34 
AMD Advanced Micro Devices, Inc.
-3.12%
-$177,471.89 
SNDK SanDisk Corporation
-3.11%
-$13,423.55 
CCJ Cameco Corporation
-3.03%
-$36,516.48 
GEV GE Vernova Inc.
-2.85%
-$7,934.44 
LIT GLOBAL X LITHIUM & BATTERY T
-2.79%
-$7,125.54 
AMAT Applied Materials, Inc.
-2.68%
-$8,044.56 
BAI iShares A.I. Innovation and Tech Active ETF
-2.66%
-$53,967.13 
IONQ IonQ, Inc.
-2.58%
-$5,915.91 
BCG Binah Capital Group Inc.
-2.29%
-$614.8 
MRVL Marvell Technology, Inc.
-2.26%
-$5,883.92 
NVDA NVIDIA Corporation
-2.26%
-$385,446.3 
NAD Nuveen Quality Municipal Income Fund
-2.2%
-$3,100.23 
PLTR Palantir Technologies Inc.
-2.19%
-$45,451.21 
AMGN Amgen Inc.
-2.16%
-$17,942.42 
ARTY iShares Future AI & Tech ETF
-2.15%
-$17,510.28 
ESGE iShares ESG Aware MSCI EM ETF
-2%
-$5,879.7 
STX Seagate Technology Holdings plc
-1.96%
-$194,057.42 
IEMG iShares Core MSCI Emerging Markets ETF
-1.94%
-$52,030.46 
ABT Abbott Laboratories
-1.92%
-$5,898.4 
FDT First Trust Developed Markets ex-US Fund
-1.92%
-$6,969.56 
DHR Danaher Corporation
-1.85%
-$4,475.99 
PH Parker-Hannifin Corporation
-1.74%
-$20,998.08 
IAUM iShares Gold Trust Micro
-1.73%
-$3,866.88 
SPMO Invesco S&P 500 Momentum ETF
-1.72%
-$5,141.13 
IAU iShares Gold Trust
-1.72%
-$22,704.43 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$4,713.16 
HD The Home Depot, Inc.
-1.66%
-$16,160.73 
META Meta Platforms Inc Class A
-1.53%
-$23,981.73 
TAN Invesco Solar ETF
-1.51%
-$3,528 
AIQ Global X Artificial Intelligence & Technology ETF
-1.5%
-$3,343.14 
RPG Invesco S&P 500 Pure Growth ETF
-1.46%
-$8,379 
CAH Cardinal Health Inc.
-1.45%
-$10,134.38 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.43%
-$13,621.92 
JCI Johnson Controls International plc
-1.42%
-$3,308.7 
IXN iShares Global Tech ETF
-1.4%
-$18,863.04 
IBB iShares Biotechnology ETF
-1.4%
-$3,237.36 
PDI Pimco Dynamic Income Fund
-1.34%
-$2,524.57 
CSCO Cisco Systems, Inc.
-1.34%
-$3,023.76 
FTC First Trust Large Cap Growth Fund
-1.33%
-$25,100.14 
IWO iShares Russell 2000 Growth ETF
-1.33%
-$5,901.21 
ICVT iShares Convertible Bond ETF
-1.31%
-$21,555.12 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
-1.31%
-$10,465.82 
KEYS Keysight Technologies, Inc.
-1.27%
-$5,294.03 
CAT Caterpillar Inc.
-1.26%
-$16,976.46 
SCHA Schwab U.S. Small-Cap ETF
-1.25%
-$4,761.27 
FNY First Trust Mid Cap Growth Fund
-1.23%
-$5,228.61 
EFG iShares MSCI EAFE Growth ETF
-1.2%
-$25,608.4 
CORO Ishares International Country Rotational Active ETF
-1.19%
-$3,288.12 
SCHM Schwab U.S. Mid-Cap ETF
-1.17%
-$4,191.91 
IFRA iShares U.S. Infrastructure
-1.17%
-$5,451.23 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$18,864 
INDA ISHARES MSCI INDIA ETF
-1.16%
-$5,626.84 
SCHF Schwab International Equity ETF
-1.15%
-$3,111.87 
FESM Fidelity Enhanced Small Cap ETF
-1.15%
-$7,861.29 
TSLA Tesla, Inc.
-1.15%
-$29,260.53 
TT Trane Technologies plc
-1.13%
-$26,015.94 
VLUE iShares MSCI USA Value Factor ETF
-1.11%
-$12,434.85 
A Agilent Technologies Inc.
-1.11%
-$3,153.99 
IWP iShares Russell Mid-Cap Growth ETF
-1.11%
-$2,122.12 
LOW Lowe's Companies Inc.
-1.11%
-$3,472.87 
GS The Goldman Sachs Group, Inc.
-1.1%
-$2,544.64 
QQQM Invesco NASDAQ 100 ETF
-1.03%
-$44,374.35 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$163,734.48 
FNDF Schwab Fundamental International Large Company Index ETF
-1.01%
-$43,206.11 
MS Morgan Stanley
-1%
-$2,301.39 
CMI Cummins Inc.
-1%
-$4,839.6 
IWM iShares Russell 2000 ETF
-0.99%
-$18,897.37 
FBCG Fidelity Blue Chip Growth Fund
-0.99%
-$97,421.88 
CGBL Capital Group Core Balanced ETF
-0.98%
-$35,095.61 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$9,405.61 
CGIC Capital Group International Core Equity ETF
-0.96%
-$16,225.63 
FTEC Fidelity MSCI Information Technology Index ETF
-0.96%
-$2,384.64 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.95%
-$6,841.87 
VGT Vanguard Information Technology ETF
-0.95%
-$4,751.8 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$8,393.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$15,390.99 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.94%
-$5,843.48 
IYW iShares U.S. Technology ETF
-0.94%
-$28,402.08 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.92%
-$2,919.7 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.92%
-$10,641.13 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$5,452.22 
RDVY First Trust Rising Dividend Achievers ETF
-0.92%
-$18,702.76 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$11,766.72 
FDMO Fidelity Momentum Factor ETF
-0.91%
-$6,415.6 
COIN Coinbase Global, Inc.
-0.9%
-$2,778.9 
EFA iShares MSCI EAFE ETF
-0.88%
-$10,914.25 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.87%
-$2,678.42 
DAL Delta Air Lines, Inc.
-0.87%
-$6,542.44 
SCMB Schwab Municipal Bond ETF
-0.87%
-$2,342.21 
IJS iShares S&P Small-Cap 600 Value ETF
-0.85%
-$3,061.3 
O Realty Income Corporation
-0.85%
-$2,220.54 
BMY Bristol-Myers Squibb Company
-0.83%
-$3,429.35 
NBFR Innovator Nasdaq-100 Managed 10 Buffer ETF
-0.83%
-$4,385.26 
AVGO Broadcom Inc.
-0.82%
-$11,896.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.81%
-$38,944.09 
AFMC First Trust Active Factor Mid Cap ETF
-0.81%
-$5,514.96 
VO Vanguard Mid-Cap ETF
-0.81%
-$9,674.94 
FDN First Trust Dow Jones Internet Index Fund
-0.81%
-$2,828.62 
XLRE The Real Estate Select Sector SPDR Fund
-0.81%
-$4,911.55 
FEX First Trust Large Cap Core Fund A
-0.8%
-$21,965 
JGRO JPMorgan Active Growth ETF
-0.79%
-$23,005.6 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.79%
-$3,360 
FXL First Trust Technology AlphaDEX Fund
-0.79%
-$1,868.66 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.78%
-$7,887.28 
PFE Pfizer Inc.
-0.77%
-$1,952.41 
SKYY First Trust Cloud Computing ETF
-0.77%
-$1,922.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.76%
-$10,056.86 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.76%
-$2,932.93 
FTCB First Trust Core Investment Grade ETF
-0.76%
-$6,939.19 
IWN iShares Russell 2000 Value ETF
-0.75%
-$2,105.4 
IGEB iShares Investment Grade Corporate Bond ETF
-0.74%
-$29,697.2 
SPBO SPDR Portfolio Corporate Bond ETF
-0.73%
-$6,973.9 
MUB iShares National Muni Bond ETF
-0.71%
-$11,905.53 
FBND Fidelity Total Bond ETF
-0.7%
-$56,677.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.69%
-$3,862.22 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.69%
-$15,233.49 
NJUL Innovator Growth 100 Power Buffer ETF
-0.69%
-$3,233 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.69%
-$2,810.95 
MGV Vanguard Mega Cap Value ETF
-0.68%
-$1,485.71 
VTV Vanguard Value ETF
-0.68%
-$12,571.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$4,039.75 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.68%
-$31,321.96 
IDU iShares U.S. Utilities ETF
-0.68%
-$1,568.8 
IUSB iShares Core Universal USD Bond ETF
-0.68%
-$7,046.85 
XLU Utilities Select Sector SPDR Fund
-0.68%
-$1,764.36 
BND Vanguard Total Bond Market Index Fund
-0.67%
-$10,610.4 
SBUX Starbucks Corporation
-0.67%
-$10,411.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.66%
-$23,010.15 
IWB iShares Russell 1000 ETF
-0.66%
-$2,851.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$1,353.18 
JCPB JPMorgan Core Plus Bond ETF
-0.66%
-$3,210.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$13,143.11 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$32,167.82 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.63%
-$3,618.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$7,840.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$9,454.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$42,672.63 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.62%
-$5,279.15 
MAR Marriott International Inc. - Class A
-0.62%
-$2,931.5 
XBFR Innovator Equity Managed 10 Buffer ETF
-0.62%
-$1,966.86 
RTH VanEck Retail ETF
-0.61%
-$4,032 
ESGV Vanguard ESG U.S. Stock ETF
-0.61%
-$1,429.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$10,648.8 
VOO Vanguard S&P 500 ETF
-0.6%
-$56,337.29 
IVV iShares Core S&P 500 ETF
-0.6%
-$190,054.69 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$4,662 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$70,423.65 
SHOP Shopify Inc.
-0.58%
-$5,251.04 
XLG Invesco S&P 500 Top 50 ETF
-0.58%
-$8,254.48 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.58%
-$10,162.4 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.58%
-$1,471.26 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$6,341.34 
IYH iShares U.S. Healthcare ETF
-0.56%
-$1,287.7 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.56%
-$5,899.88 
EWJ iShares MSCI Japan ETF
-0.55%
-$1,284 
WFC Wells Fargo & Company
-0.54%
-$17,624.42 
BUFQ FT Nasdaq Buffer ETF July.
-0.54%
-$18,811.85 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$18,319.5 
FSMB First Trust Short Duration Managed Municipal ETF
-0.53%
-$1,732.5 
IGV iShares Expanded Tech-Software Sector ETF
-0.53%
-$12,425.37 
VUG Vanguard Growth ETF
-0.52%
-$4,630.99 
MISL First Trust Indxx Aerospace & Defense ETF
-0.52%
-$4,195.4 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$3,648.12 
MGK Vanguard Mega Cap Growth ETF
-0.51%
-$1,809.18 
SPHY SPDR Portfolio High Yield Bond ETF
-0.5%
-$3,727.03 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$3,163.16 
AMZN Amazon.com Inc
-0.49%
-$27,229.5 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$2,519.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$1,436.49 
FAUG FT Vest U.S. Equity Buffer ETF
-0.48%
-$13,928.27 
FQAL Fidelity Quality Factor ETF
-0.47%
-$21,061.93 
NET Cloudflare Inc.
-0.46%
-$15,613.92 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$24,846.65 
NJUN Innovator G-100 Power Buffer ETF - July
-0.46%
-$922.5 
TOPT iShares Top 20 U.S. Stocks ETF
-0.46%
-$6,200.77 
SFEB FT Vest US SC MB ETF-USD Inc.
-0.46%
-$2,508.73 
PSX Phillips 66
-0.45%
-$18,738.72 
AXP American Express Company
-0.45%
-$2,703.54 
HYDB iShares High Yield Systematic Bond ETF
-0.44%
-$3,173.81 
JPM JPMorgan Chase & Co.
-0.42%
-$12,655.5 
UAUG Innovator U.S. Equity Ultra Fund
-0.42%
-$2,606.76 
JNK SPDR Bloomberg High Yield Bond ETF
-0.42%
-$1,601.72 
USMV iShares MSCI USA Min Vol Factor ETF
-0.41%
-$4,737.14 
NNOV Innovator G-100 Power Buffer ETF - November
-0.41%
-$1,566 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$4,186.69 
XLF Financial Select Sector SPDR Fund
-0.4%
-$914.48 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.4%
-$6,230.65 
BAUG Innovator U.S. Equity Buffer ETF
-0.4%
-$2,101.22 
FJUN FT Vest US Equity Buffer ETF - June
-0.39%
-$42,362.4 
FJUL FT Vest US Equity Buffer ETF
-0.39%
-$14,513.33 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.39%
-$6,449.58 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.38%
-$5,874.37 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.38%
-$797.58 
EFV iShares MSCI EAFE Value ETF
-0.37%
-$3,379.7 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.37%
-$5,800.68 
MDLZ Mondelez International, Inc.
-0.37%
-$933.34 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.36%
-$3,160.44 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.35%
-$18,565.53 
IWD iShares Russell 1000 Value ETF
-0.35%
-$6,084.03 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.35%
-$3,731.82 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.34%
-$10,318.61 
XLE Energy Select Sector SPDR Fund
-0.34%
-$1,001.92 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.34%
-$11,193.63 
FAPR FT Vest U.S. Equity Buffer ETF
-0.34%
-$6,171.85 
GJUN FT Vest US Equity Moderate Fund
-0.34%
-$5,057.15 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.34%
-$5,586.16 
GAUG FT Vest US Equity Moderate Fund
-0.33%
-$1,456.14 
FMAY FT Vest U.S. Equity Buffer ETF
-0.33%
-$31,555.39 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.33%
-$1,456.85 
DJUL FT Vest US Equity Deep Buffer Fund
-0.32%
-$686.24 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$17,945.76 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$2,150.25 
BFEB Innovator U.S. Equity Buffer ETF
-0.31%
-$1,244.68 
JNJ Johnson & Johnson
-0.31%
-$3,170.07 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.3%
-$644 
FOCT FT Vest U.S. Equity Buffer ETF
-0.3%
-$3,749.29 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$676.63 
BAPR Innovator U.S. Equity Buffer ETF
-0.29%
-$1,935.2 
FNOV FT Vest US Equity Buffer ETF
-0.29%
-$7,789.15 
FMAR FT Vest U.S. Equity Buffer ETF
-0.29%
-$16,965.48 
FFEB FT Vest US Equity Buffer ETF
-0.29%
-$11,898.72 
CVX Chevron Corporation
-0.28%
-$25,330.86 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.28%
-$7,913.98 
GJUL FT Vest US Equity Moderate Class B
-0.28%
-$1,848.5 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.28%
-$6,811 
BMAR Innovator U.S. Equity Buffer ETF
-0.27%
-$774.69 
FTCS First Trust Capital Strength ETF
-0.27%
-$3,764.54 
NAPR Innovator Growth 100 Power Buffer Fund
-0.27%
-$2,419.84 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$2,368.82 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.26%
-$2,850.62 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$676.13 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.25%
-$2,115.08 
GOCT FT Vest US Equity Moderate Fund
-0.25%
-$1,002.86 
VLU SPDR S&P 1500 Value Tilt ETF
-0.24%
-$2,442.51 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
-0.23%
-$746.72 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.22%
-$2,342.03 
GFEB FT VEST US Equity Moderate Fund
-0.22%
-$2,976.77 
CVE Cenovus Energy Inc.
-0.22%
-$1,924.59 
DDTJ Innovator Equity Dual Directional 10 Buffer ETF - January
-0.22%
-$467.28 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
-0.22%
-$530.89 
MCD McDonald's Corporation
-0.21%
-$1,155.4 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.2%
-$1,999.98 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$641.41 
DNOV FT Vest US Equity Deep Buffer Fund
-0.2%
-$2,630.04 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.2%
-$944.01 
XIDE FT Vest US Equity Buffer & Protective Fund
-0.2%
-$436.8 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.2%
-$5,500.25 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.19%
-$1,627.2 
GNOV FT Vest US Equity Moderate B Fund
-0.19%
-$421.92 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.19%
-$3,824.82 
NFLX Netflix, Inc.
-0.18%
-$909.11 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
-0.18%
-$869.32 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.18%
-$389.56 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.18%
-$1,606.84 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$708.48 
BBAI BigBear.ai Holdings Inc.
-0.18%
-$281.31 
COST Costco Wholesale Corporation
-0.18%
-$12,203.25 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.17%
-$2,960.64 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.17%
-$459.76 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.15%
-$719.62 
V Visa Inc. Class A
-0.14%
-$1,497.08 
NOCT Innovator Growth-100 Power Buffer ETF
-0.14%
-$320.13 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.14%
-$472.26 
UFOX Defiance Connective Technologies ETF
-0.13%
-$223.12 
GSEP FT Vest US Equity Moderate B Fund
-0.12%
-$819.9 
GMAR FT Vest US Equity Moderate B Fund
-0.09%
-$1,488.6 
JPST JPMorgan Ultra-Short Income ETF
-0.09%
-$712.39 
SU Suncor Energy Inc.
-0.07%
-$406.95 
COKE Coca-Cola Consolidated Inc.
-0.07%
-$257.75 
GJAN FT Vest US Equity Moderate Fund B
-0.07%
-$473.58 
DVY iShares Select Dividend ETF
-0.06%
-$442.1 
MSFT Microsoft Corp.
-0.05%
-$6,444.25 
WMT Walmart Inc.
-0.05%
-$325.35 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$561.54 
XISE FT Vest US Equity Buffer & Protection Fund
-0.02%
-$33.13 
EPD Enterprise Products Partners L.P.
-0.01%
-$67.62 
RTX RTX Corporation
-0.01%
-$76.38 
VGUS Vanguard Ultra Short-Term Treasury Fund
-0.01%
-$297.33 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$151.41 Events
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Dividends
Dividend Analysis
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| Trades 3581 | Longs Won 2436/3581 68% | Profit Factor 6.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,512 |
| Average Win $81,457.05 | Best Trade (Aug 17) $10.13M | Sharpe Ratio -106.15 |
| Average Loss -$27,092.39 | Worst Trade (Mar 30) -$4.15M | Z-Score 6.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $46,214.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,959 | $290,066.42 | $280,411.26 | - | -$9,655.16 | -3.33% | -1.112% |
| AAPL Apple Inc. | 75,463 | $14.06M | $24.56M | - | $10.49M | 74.6% | +3.2% |
| AAPR AAPR | 12,242 | $320.99 | $320.36 | - | -$0.63 | -0.2% | 0.0 |
| ABBV AbbVie Inc. | 3,399 | $501,824.54 | $864,297.72 | - | $362,473.18 | 72.23% | +1.343% |
| ABT Abbott Laboratories | 2,920 | $406,574.3 | $301,373.2 | - | -$105,201.1 | -25.87% | -1.92% |
| AFMC First Trust Active Factor Mid Cap ETF | 16,712 | $638,110.84 | $672,323.76 | - | $34,212.92 | 5.36% | -0.814% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,131 | $210,926.38 | $204,671.89 | - | -$6,254.49 | -2.97% | -0.657% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,477 | $228,125.97 | $219,567.33 | - | -$8,558.64 | -3.75% | -1.5% |
| AMAT Applied Materials, Inc. | 641 | $463,443 | $292,488.3 | - | -$170,954.7 | -36.89% | -2.677% |
| AMD Advanced Micro Devices, Inc. | 10,911 | $1.89M | $5.51M | - | $3.62M | 191.52% | -3.121% |
| AMGN Amgen Inc. | 2,119 | $495,293.49 | $811,158.71 | - | $315,865.22 | 63.77% | -2.164% |
| AMZN Amazon.com Inc | 22,048 | $3.75M | $5.54M | - | $1.79M | 47.63% | -0.489% |
| ARTY iShares Future AI & Tech ETF | 10,677 | $560,468.85 | $797,358.36 | - | $236,889.51 | 42.27% | -2.149% |
| AVGO Broadcom Inc. | 3,992 | $749,644.36 | $1.44M | - | $693,064.44 | 92.45% | -0.818% |
| AXP American Express Company | 1,884 | $514,197.34 | $603,567.66 | - | $89,370.32 | 17.38% | -0.446% |
| BAI iShares A.I. Innovation and Tech Active ETF | 44,786 | $1.61M | $1.98M | - | $363,461.61 | 22.54% | -2.658% |
| BAPR Innovator U.S. Equity Buffer ETF | 12,095 | $495,806.95 | $655,790.9 | - | $159,983.95 | 32.27% | -0.294% |
| BAUG Innovator U.S. Equity Buffer ETF | 9,551 | $467,903.49 | $523,967.86 | - | $56,064.37 | 11.98% | -0.399% |
| BBAI BigBear.ai Holdings Inc. | 56,261 | $263,558.6 | $158,937.32 | - | -$104,621.28 | -39.7% | -0.177% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 12,703 | $1.49M | $1.74M | - | $249,105.83 | 16.73% | -0.581% |
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FAQ
Which stocks have generated the highest profits for Shad Lamm?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.07M, FT Vest US Equity Buffer ETF - June - $3.55M, Seagate Technology Holdings plc - $2.89M, FT Vest U.S. Equity Buffer ETF - $2.24M, and FT Vest U.S. Equity Buffer E Fund - $2.05M. 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: SPDR NYSE Technology ETF - $4.13M, iShares MSCI EAFE Growth ETF - $758,255.66, iShares U.S. Treasury Bond ETF - $722,301.54, iShares ESG Aware MSCI USA ETF - $570,705.66, and Target Corporation - $474,557.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shad Lamm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.66M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.69M, Fidelity Total Bond ETF - $1.09M, ConocoPhillips - $911,901.17, iShares Core Universal USD Bond ETF - $716,161.21, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $594,773.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shad Lamm's monthly returns?
Shad Lamm'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 Shad Lamm's strategy be considered aggressive or moderate?
Shad Lamm'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 Shad Lamm's strategy?
Shad Lamm'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.
