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:
77.74%
Gain -1.31%
Monthly
1.01%
Yearly
12.77%
Drawdown
20.92%
$520.36M
Equity
Holdings
$520.36M
Investment
$398.2M
$156.14M
Profit -$4.29M
Realized
$33.98M
Unrealized
$122.16M
Dividends
$21.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.31%
Profit
-$4.29M
Win %
81%
This Week
Compared To Last Week
Gain
0.12%
Profit
$632,818.14
Win %
81%
This Month
Compared to last month
Gain
-0.51%
Profit
-$2.67M
Win %
81%
This Year
Compared to last year
Gain
11.6%
Profit
$54.07M
Win %
80%
MU Micron Technology, Inc.
+4.41%
+$133,717.86 
INTC Intel Corporation
+3.47%
+$17,189.7 
COIN Coinbase Global, Inc.
+3.1%
+$9,160.47 
SHOP Shopify Inc.
+2.71%
+$23,816.4 
AVGO Broadcom Inc.
+2.7%
+$38,788.1 
AMD Advanced Micro Devices, Inc.
+2.52%
+$130,203.84 
CELC Celcuity Inc.
+2.42%
+$4,275.4 
STX Seagate Technology Holdings plc
+2.09%
+$225,661.1 
HFRO Highland Opportunities and Income Fund
+1.83%
+$2,879.55 
GOOG Alphabet Inc
+1.79%
+$18,114.54 
CVE Cenovus Energy Inc.
+1.77%
+$12,923.46 
MSFT Microsoft Corp.
+1.75%
+$175,081.79 
PSX Phillips 66
+1.71%
+$56,081.9 
GOOGL Alphabet Inc
+1.67%
+$41,806.81 
PLTR Palantir Technologies Inc.
+1.59%
+$23,153.03 
COP ConocoPhillips
+1.55%
+$96,310.46 
RTX RTX Corporation
+1.55%
+$8,469 
EPD Enterprise Products Partners L.P.
+1.53%
+$7,831.4 
CVX Chevron Corporation
+1.4%
+$109,484.27 
BAI iShares A.I. Innovation and Tech Active ETF
+1.39%
+$23,702.07 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.33%
+$12,256.66 
ABT Abbott Laboratories
+1.32%
+$5,335.96 
AMZN Amazon.com Inc
+1.31%
+$67,084.2 
SIVR abrdn Physical Silver Shares ETF
+1.29%
+$2,491.59 
CRWV CoreWeave, Inc.
+1.18%
+$3,029.78 
RPG Invesco S&P 500 Pure Growth ETF
+1.1%
+$6,184.5 
ARTY iShares Future AI & Tech ETF
+1.08%
+$5,906.49 
XLE Energy Select Sector SPDR Fund
+1.01%
+$8,143.78 
IGV iShares Expanded Tech-Software Sector ETF
+1.01%
+$21,766.8 
XOM Exxon Mobil Corporation
+0.98%
+$64,645.92 
GD General Dynamics Corporation
+0.96%
+$2,453.05 
MTUM iShares MSCI USA Momentum Factor ETF
+0.89%
+$2,257.2 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.89%
+$11,113.46 
NLR VanEck Uranium and Nuclear ETF
+0.88%
+$5,258.72 
PSI Invesco Semiconductors ETF
+0.86%
+$5,865.87 
V Visa Inc. Class A
+0.83%
+$8,806.05 
INTU Intuit Inc.
+0.83%
+$1,765.27 
FDN First Trust Dow Jones Internet Index Fund
+0.82%
+$2,682.94 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.8%
+$4,820.37 
ESGE iShares ESG Aware MSCI EM ETF
+0.79%
+$2,127.6 
IXN iShares Global Tech ETF
+0.71%
+$8,888.67 
IYW iShares U.S. Technology ETF
+0.7%
+$19,958.17 
ICVT iShares Convertible Bond ETF
+0.69%
+$10,637.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.68%
+$15,987.4 
A Agilent Technologies Inc.
+0.67%
+$1,708.08 
META Meta Platforms Inc Class A
+0.65%
+$9,918.76 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$89,804.11 
VLUE iShares MSCI USA Value Factor ETF
+0.58%
+$5,981.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.57%
+$24,942.61 
QQQM Invesco NASDAQ 100 ETF
+0.56%
+$17,116.27 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.55%
+$7,658.24 
VGT Vanguard Information Technology ETF
+0.54%
+$2,518.08 
JGRO JPMorgan Active Growth ETF
+0.52%
+$16,548.69 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.51%
+$10,682.43 
KEYS Keysight Technologies, Inc.
+0.46%
+$1,745.8 
NNOV Innovator G-100 Power Buffer ETF - November
+0.45%
+$1,680 
FBCG Fidelity Blue Chip Growth Fund
+0.45%
+$38,674.26 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$5,551.52 
BP BP p.l.c. Sponsored ADR
+0.42%
+$920.33 
COKE Coca-Cola Consolidated Inc.
+0.41%
+$1,418.63 
SU Suncor Energy Inc.
+0.4%
+$2,034.75 
SCHW Charles Schwab Corporation
+0.35%
+$1,070.28 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.34%
+$1,493.45 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.33%
+$5,251.24 
BUFQ FT Nasdaq Buffer ETF July.
+0.32%
+$5,962 
LMT Lockheed Martin Corporation
+0.32%
+$1,463.74 
NOCT Innovator Growth-100 Power Buffer ETF
+0.31%
+$705.08 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.29%
+$7,849.36 
VUG Vanguard Growth ETF
+0.28%
+$2,490.06 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
+0.27%
+$1,823.71 
TOPT iShares Top 20 U.S. Stocks ETF
+0.26%
+$3,261.53 
EWJ iShares MSCI Japan ETF
+0.25%
+$540 
NAPR Innovator Growth 100 Power Buffer Fund
+0.25%
+$3,883.39 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.24%
+$3,144.15 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.23%
+$514.62 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.21%
+$5,642.05 
MGK Vanguard Mega Cap Growth ETF
+0.21%
+$708.3 
NVDA NVIDIA Corporation
+0.2%
+$29,511.63 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$967.04 
FNY First Trust Mid Cap Growth Fund
+0.19%
+$811.47 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.19%
+$1,781.6 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.18%
+$3,287.8 
GAUG FT Vest US Equity Moderate Fund
+0.18%
+$780.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$2,101.22 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.18%
+$2,351.3 
GJAN FT Vest US Equity Moderate Fund B
+0.18%
+$1,262.88 
FDMO Fidelity Momentum Factor ETF
+0.18%
+$1,230.9 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.17%
+$1,952.33 
XLG Invesco S&P 500 Top 50 ETF
+0.17%
+$2,399.04 
BAUG Innovator U.S. Equity Buffer ETF
+0.17%
+$861.5 
FAUG FT Vest U.S. Equity Buffer ETF
+0.17%
+$4,874.45 
UAUG Innovator U.S. Equity Ultra Fund
+0.17%
+$1,018.71 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.17%
+$5,609.43 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$481.36 
GSEP FT Vest US Equity Moderate B Fund
+0.16%
+$1,069.18 
NJUL Innovator Growth 100 Power Buffer ETF
+0.16%
+$719.8 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.15%
+$723.1 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.15%
+$324.9 
DAL Delta Air Lines, Inc.
+0.14%
+$1,104.6 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.14%
+$470.69 
FNOV FT Vest US Equity Buffer ETF
+0.14%
+$3,660.09 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.14%
+$367.81 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.14%
+$4,070.4 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.14%
+$7,071.15 
OKLO Oklo Inc.
+0.13%
+$361.9 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.13%
+$979.44 
BMAR Innovator U.S. Equity Buffer ETF
+0.12%
+$339.99 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.12%
+$1,040.49 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.12%
+$1,929.96 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.12%
+$330 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.11%
+$7,171.87 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.11%
+$3,191.65 
GNOV FT Vest US Equity Moderate B Fund
+0.1%
+$231.53 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.1%
+$313.16 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.1%
+$232.43 
FMAY FT Vest U.S. Equity Buffer ETF
+0.1%
+$9,157.94 
IVV iShares Core S&P 500 ETF
+0.1%
+$30,010.8 
IWB iShares Russell 1000 ETF
+0.1%
+$403.26 
SFEB FT Vest US SC MB ETF-USD Inc.
+0.1%
+$523.52 
ESGU iShares ESG Aware MSCI USA ETF
+0.1%
+$4,736.49 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.09%
+$1,944.25 
GFEB FT VEST US Equity Moderate Fund
+0.09%
+$1,332.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$1,552.32 
FTC First Trust Large Cap Growth Fund
+0.09%
+$1,685.3 
SCHA Schwab U.S. Small-Cap ETF
+0.09%
+$335.79 
VOO Vanguard S&P 500 ETF
+0.09%
+$7,601.4 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.09%
+$405.66 
GOCT FT Vest US Equity Moderate Fund
+0.09%
+$340.07 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$612.66 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$9,766.42 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.08%
+$949.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.08%
+$1,119.72 
FFEB FT Vest US Equity Buffer ETF
+0.07%
+$2,942.01 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.07%
+$1,200.05 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.07%
+$1,125.6 
BFEB Innovator U.S. Equity Buffer ETF
+0.07%
+$267.35 
FMAR FT Vest U.S. Equity Buffer ETF
+0.07%
+$3,819.97 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$745.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$817.41 
FOCT FT Vest U.S. Equity Buffer ETF
+0.06%
+$741.54 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.06%
+$504.54 
BUFR FT Vestladder Buffer ETF-USD I
+0.06%
+$2,531.3 
BAPR Innovator U.S. Equity Buffer ETF
+0.05%
+$332.61 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.05%
+$727.54 
GMAR FT Vest US Equity Moderate B Fund
+0.05%
+$751.74 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$329.13 
FAPR FT Vest U.S. Equity Buffer ETF
+0.04%
+$702.51 
DNOV FT Vest US Equity Deep Buffer Fund
+0.04%
+$519.42 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$111.48 
QCOM QUALCOMM Incorporated
+0.04%
+$150.06 
FJUN FT Vest US Equity Buffer ETF - June
+0.03%
+$3,547.06 
VO Vanguard Mid-Cap ETF
+0.02%
+$268.58 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$459.9 
AMGN Amgen Inc.
+0.01%
+$106.2 
SCHM Schwab U.S. Mid-Cap ETF
+0.01%
+$57.69 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.01%
+$465.35 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$41.81 
AAPR
0%
$0 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
0%
$0 
DDTJ Innovator Equity Dual Directional 10 Buffer ETF - January
0%
$0 
DNN Denison Mines Corp.
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GJUL FT Vest US Equity Moderate Class B
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
QMMY
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.35%
-$14,382 
AAPL Apple Inc.
-2.68%
-$671,875.75 
TSLA Tesla, Inc.
-2.21%
-$59,043.65 
IR Ingersoll Rand Inc.
-2.21%
-$14,636.44 
NFLX Netflix, Inc.
-2.04%
-$8,985.93 
MDLZ Mondelez International, Inc.
-1.8%
-$4,433 
LOW Lowe's Companies Inc.
-1.8%
-$5,895 
TAN Invesco Solar ETF
-1.71%
-$4,508 
HD The Home Depot, Inc.
-1.67%
-$15,322.8 
LRCX Lam Research Corporation
-1.66%
-$11,143.91 
LIT GLOBAL X LITHIUM & BATTERY T
-1.65%
-$3,891.37 
CAT Caterpillar Inc.
-1.53%
-$17,004.61 
LLY Eli Lilly and Company
-1.36%
-$7,652.78 
WMT Walmart Inc.
-1.34%
-$9,978.66 
BCAL California BanCorp
-1.2%
-$7,095.12 
SBUX Starbucks Corporation
-1.17%
-$19,320.34 
JNJ Johnson & Johnson
-1.07%
-$10,238.08 
CCJ Cameco Corporation
-1%
-$10,363 
DIS The Walt Disney Company
-0.95%
-$6,431.52 
WFC Wells Fargo & Company
-0.9%
-$28,639.15 
O Realty Income Corporation
-0.88%
-$2,586.22 
NJUN Innovator G-100 Power Buffer ETF - July
-0.87%
-$2,170.01 
TT Trane Technologies plc
-0.71%
-$17,366 
DHR Danaher Corporation
-0.64%
-$1,556.28 
IFRA iShares U.S. Infrastructure
-0.63%
-$3,086.93 
OZ Belpointe PREP LLC
-0.62%
-$4,356.24 
XLU Utilities Select Sector SPDR Fund
-0.59%
-$1,865.6 
PH Parker-Hannifin Corporation
-0.58%
-$7,001.77 
PFE Pfizer Inc.
-0.58%
-$1,536.42 
IDU iShares U.S. Utilities ETF
-0.55%
-$1,335.6 
PG Procter & Gamble Co
-0.53%
-$1,492.8 
BBAI BigBear.ai Holdings Inc.
-0.53%
-$865.59 
ABBV AbbVie Inc.
-0.52%
-$4,160.24 
DVY iShares Select Dividend ETF
-0.52%
-$3,734.9 
AXP American Express Company
-0.5%
-$3,343.72 
IYH iShares U.S. Healthcare ETF
-0.5%
-$1,239.3 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$10,022.33 
EFA iShares MSCI EAFE ETF
-0.48%
-$5,714.77 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$4,755.75 
PDI Pimco Dynamic Income Fund
-0.46%
-$1,634.55 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.45%
-$1,415.98 
IRT Independence Realty Trust Inc.
-0.45%
-$2,262.45 
XLRE The Real Estate Select Sector SPDR Fund
-0.45%
-$1,310.57 
CAH Cardinal Health Inc.
-0.42%
-$2,759.75 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$21,620.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.41%
-$2,406.9 
PM Philip Morris International Inc.
-0.39%
-$4,991.31 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$1,262.94 
FNDF Schwab Fundamental International Large Company Index ETF
-0.39%
-$14,633.92 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$2,570.75 
FVD First Trust Value Line Dividend Index Fund
-0.37%
-$2,149.89 
SPBO SPDR Portfolio Corporate Bond ETF
-0.36%
-$3,551.94 
IJS iShares S&P Small-Cap 600 Value ETF
-0.36%
-$1,322.02 
IWN iShares Russell 2000 Value ETF
-0.35%
-$995.28 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.35%
-$2,557.89 
COST Costco Wholesale Corporation
-0.34%
-$25,197.35 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.33%
-$1,314.28 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$10,473.64 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.32%
-$4,950.72 
JPM JPMorgan Chase & Co.
-0.32%
-$8,983.7 
FBND Fidelity Total Bond ETF
-0.32%
-$25,795.06 
NAD Nuveen Quality Municipal Income Fund
-0.32%
-$480.85 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$5,180.37 
JCI Johnson Controls International plc
-0.32%
-$710.66 
JCPB JPMorgan Core Plus Bond ETF
-0.31%
-$7,708.2 
CMI Cummins Inc.
-0.3%
-$1,792.7 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.3%
-$2,651.93 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.29%
-$1,260 
IGEB iShares Investment Grade Corporate Bond ETF
-0.29%
-$11,258.52 
FTCB First Trust Core Investment Grade ETF
-0.29%
-$2,650.32 
FTCS First Trust Capital Strength ETF
-0.29%
-$4,054.12 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$2,559.36 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.28%
-$12,390.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$2,072.79 
IUSB iShares Core Universal USD Bond ETF
-0.27%
-$3,230.5 
MCD McDonald's Corporation
-0.27%
-$1,158.51 
VZ Verizon Communications Inc.
-0.26%
-$696.21 
QUAL iShares MSCI USA Quality Factor ETF
-0.26%
-$8,810.59 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.26%
-$4,229.09 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.24%
-$2,823.9 
BMY Bristol-Myers Squibb Company
-0.24%
-$960.04 
IWD iShares Russell 1000 Value ETF
-0.23%
-$4,266.48 
XLF Financial Select Sector SPDR Fund
-0.22%
-$661.25 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.22%
-$2,063.6 
IJR iShares Core S&P Small-Cap ETF
-0.22%
-$1,263.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$1,874.23 
NET Cloudflare Inc.
-0.17%
-$4,443.38 
IWM iShares Russell 2000 ETF
-0.16%
-$3,070.1 
VYM Vanguard High Dividend Yield ETF
-0.16%
-$1,092.5 
CGIC Capital Group International Core Equity ETF
-0.15%
-$2,447.4 
MUB iShares National Muni Bond ETF
-0.14%
-$2,567.89 
GLD SPDR Gold Shares
-0.14%
-$270.3 
FQAL Fidelity Quality Factor ETF
-0.14%
-$5,950.33 
IAU iShares Gold Trust
-0.14%
-$1,715.17 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$2,805.17 
MO Altria Group, Inc.
-0.14%
-$1,036.3 
VLU SPDR S&P 1500 Value Tilt ETF
-0.13%
-$1,414.02 
VTV Vanguard Value ETF
-0.12%
-$2,330.91 
MAR Marriott International Inc. - Class A
-0.12%
-$642.59 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$686.46 
IAUM iShares Gold Trust Micro
-0.11%
-$404.64 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.11%
-$436.55 
IWO iShares Russell 2000 Growth ETF
-0.11%
-$496.75 
AFMC First Trust Active Factor Mid Cap ETF
-0.11%
-$366.86 
RDVY First Trust Rising Dividend Achievers ETF
-0.1%
-$2,171.76 
BINC iShares Flexible Income Active ETF
-0.1%
-$1,575.75 
FESM Fidelity Enhanced Small Cap ETF
-0.1%
-$676.8 
FEX First Trust Large Cap Core Fund A
-0.09%
-$2,480.24 
JEPI JPMorgan Equity Premium Income Fund
-0.09%
-$679.76 
MISL First Trust Indxx Aerospace & Defense ETF
-0.08%
-$467.56 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.08%
-$214.38 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$519.5 
KO The Coca-Cola Company
-0.07%
-$180.84 
RTH VanEck Retail ETF
-0.07%
-$549.32 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$416.1 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.06%
-$639.63 
GJUN FT Vest US Equity Moderate Fund
-0.06%
-$914.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.06%
-$670 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$596.62 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.05%
-$520.26 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$207.97 
FJUL FT Vest US Equity Buffer ETF
-0.05%
-$1,986.33 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$165 
FDT First Trust Developed Markets ex-US Fund
-0.02%
-$55.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$63.48 
CGBL Capital Group Core Balanced ETF
-0.01%
-$86.1 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$19.95 Events
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Dividends
Dividend Analysis
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| Trades 3306 | Longs Won 2220/3306 67% | Profit Factor 7.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,998.22 |
| Average Win $81,455.85 | Best Trade (Jul 22) $11.67M | Sharpe Ratio -12.35 |
| Average Loss -$22,735.62 | Worst Trade (Sep 30) -$905,103.54 | Z-Score 5.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w | Expectancy $47,229.61 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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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 Shad Lamm?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.08M, FT Vest US Equity Buffer ETF - June - $3.55M, FT Vest U.S. Equity Buffer ETF - $2.24M, FT Vest U.S. Equity Buffer E Fund - $2.04M, and NVIDIA Corporation - $1.59M. 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: iShares MSCI EAFE Growth ETF - $754,139.73, iShares U.S. Treasury Bond ETF - $722,301.54, iShares ESG Aware MSCI USA ETF - $588,176.04, Target Corporation - $474,557.23, and iShares Global Tech ETF - $380,058.65. 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 $21.04M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.7M, Fidelity Total Bond ETF - $1.05M, ConocoPhillips - $879,999.06, iShares Core Universal USD Bond ETF - $708,820.48, 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.
