Elizabeth Parks Portfolio
Invests via VOISARD ASSET MANAGEMENT GROUP, INC. | Managed by Elizabeth Parks
Invests via VOISARD ASSET MANAGEMENT GROUP, INC.
Managed by Elizabeth Parks
Automatically Tracked
Elizabeth Parks Profile
A seasoned private markets executive, Elizabeth Parks brings cross-border investment and operational experience in growth equity, corporate strategy and portfolio management. She has led deal sourcing, due diligence and value-creation programs for technology and healthcare businesses and worked with PE sponsors and corporate investors. Educated in finance and economics, she is positioned to support capital allocation, board advisory and exit planning.
A seasoned private markets executive, Elizabeth Parks brings cross-border investment and operational experience in growth equity, corporate strategy and portfolio management. She has led deal sourcing, due diligence and value-creation programs for technology and healthcare businesses and worked with PE sponsors and corporate investors. Educated in finance and economics, she is positioned to support capital allocation, board advisory and exit planning.
Investment Philosophy & Strategy
Adopts a growth-equity, active-operator approach focused on technology and healthcare companies with scalable, capital-efficient models. Emphasizes rigorous commercial and operational due diligence, board-level value creation plans and cross-border deal selection to identify differentiated market positions. Allocates capital with an exit-oriented time horizon, prioritizing selective follow-on support, alignment with sponsors and disciplined risk controls through staged commitments and KPI-driven milestones to de-risk growth and maximize enterprise value.
Adopts a growth-equity, active-operator approach focused on technology and healthcare companies with scalable, capital-efficient models. Emphasizes rigorous commercial and operational due diligence, board-level value creation plans and cross-border deal selection to identify differentiated market positions. Allocates capital with an exit-oriented time horizon, prioritizing selective follow-on support, alignment with sponsors and disciplined risk controls through staged commitments and KPI-driven milestones to de-risk growth and maximize enterprise value.
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:
5.52%
Gain
Monthly
0.18%
Yearly
2.14%
Drawdown
29.24%
$524.44M
Equity
Holdings
$524.44M
Investment
$434.85M
$99.16M
Profit -$2.68M
Realized
$9.57M
Unrealized
$89.59M
Dividends
$20.55M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.68M
Win %
76%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$3.14M
Win %
76%
This Month
Compared to last month
Gain
-0.76%
Profit
-$4M
Win %
76%
This Year
Compared to last year
Gain
-0.74%
Profit
-$3.93M
Win %
75%
ALTS Alt5 Sigma Corp
+5.56%
+$360 
SYK Stryker Corporation
+3.93%
+$12,649.2 
IBM International Business Machines Corporation
+3.73%
+$7,893.63 
AKRE Akre Focus ETF
+2.56%
+$52,855.91 
UNH UnitedHealth Group Incorporated
+2.53%
+$5,940.99 
WTFC Wintrust Financial Corporation
+2.52%
+$6,568.62 
MCD McDonald's Corporation
+2.48%
+$8,616.55 
MA Mastercard Incorporated
+2.44%
+$7,586.37 
MSFT Microsoft Corp.
+2.06%
+$43,435.09 
V Visa Inc. Class A
+1.94%
+$6,044.4 
PG Procter & Gamble Co
+1.81%
+$4,159.36 
FTCS First Trust Capital Strength ETF
+1.57%
+$8,758 
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$6,606.28 
CVX Chevron Corporation
+1.37%
+$6,026.4 
LLY Eli Lilly and Company
+1.31%
+$9,284.04 
AVUV Avantis U.S. Small Cap Value ETF
+1.19%
+$167,784.64 
JNJ Johnson & Johnson
+1.15%
+$5,097.8 
AAPL Apple Inc.
+1.14%
+$42,396.84 
XOM Exxon Mobil Corporation
+1.1%
+$9,379.41 
HD The Home Depot, Inc.
+1.07%
+$2,778.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$5,041.59 
IWD iShares Russell 1000 Value ETF
+0.75%
+$2,011.05 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$2,175.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.67%
+$3,931.48 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$3,078.07 
AVLV Avantis U.S. Large Cap Value ETF
+0.13%
+$76,278.34 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$1,052.15 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$4,349.97 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$652.11 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$134 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$109.6 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$43.48 
AGG iShares Core U.S. Aggregate Bond ETF
0%
+$10.25 
AAUA Alpha Architect US Equity 3 ETF
0%
$0 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
MRVL Marvell Technology, Inc.
-8.82%
-$20,456.8 
OPTT Ocean Power Technologies Inc.
-6.34%
-$279.3 
INTC Intel Corporation
-6.33%
-$14,774.09 
GE General Electric Company
-6.21%
-$140,868 
AMD Advanced Micro Devices, Inc.
-6.14%
-$48,119.32 
MU Micron Technology, Inc.
-5.5%
-$236,665.07 
LRCX Lam Research Corporation
-5.14%
-$39,370.55 
ORCL Oracle Corporation
-5.01%
-$9,395.6 
AVGO Broadcom Inc.
-4.43%
-$57,005.76 
ETN Eaton Corporation plc
-4.26%
-$18,620.79 
DELL Dell Technologies Inc.
-3.69%
-$15,925.8 
OMEX Odyssey Marine Exploration Inc.
-3.19%
-$97.63 
AMAT Applied Materials, Inc.
-3.06%
-$7,967.25 
GEV GE Vernova Inc.
-2.91%
-$114,388.2 
GOOGL Alphabet Inc
-2.74%
-$60,572.52 
NVDA NVIDIA Corporation
-2.71%
-$55,509.28 
GOOG Alphabet Inc
-2.67%
-$42,801.11 
C Citigroup Inc.
-2.21%
-$5,343.12 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$11,213.92 
UNIT Uniti Group Inc.
-2.01%
-$3,262.5 
META Meta Platforms Inc Class A
-1.92%
-$18,339.09 
DFAE Dimensional Emerging Core Equity Market ETF
-1.85%
-$352,804.59 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$43,247.36 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$3,192.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$4,778.82 
IUSG iShares Core S&P U.S. Growth ETF
-1.49%
-$618,521.88 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$3,766.03 
VUG Vanguard Growth ETF
-1.24%
-$11,793.8 
SCHF Schwab International Equity ETF
-1.18%
-$432,491.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$14,693.86 
IXUS iShares Core International Stock ETF
-1.15%
-$23,835.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$14,091.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$5,550.93 
JPM JPMorgan Chase & Co.
-1.08%
-$19,145.87 
AVDV Avantis International Small Cap Value ETF
-1.04%
-$99,422.71 
TSLA Tesla, Inc.
-1.03%
-$2,635.62 
AMZN Amazon.com Inc
-0.94%
-$10,342.89 
SCHA Schwab U.S. Small-Cap ETF
-0.87%
-$7,388.7 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$5,586.75 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$2,071.24 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$9,169.85 
IVV iShares Core S&P 500 ETF
-0.55%
-$11,512.2 
VOO Vanguard S&P 500 ETF
-0.55%
-$2,770.2 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$73,715.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$6,679.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$23,259.45 
SCHB Schwab U.S. Broad Market ETF
-0.51%
-$1,622.4 
DIHP Dimensional International High Profitability Portfolio
-0.51%
-$47,167.57 
SCHW Charles Schwab Corporation
-0.51%
-$1,665.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$2,175.59 
XVV iShares ESG Screened S&P 500
-0.49%
-$2,048.86 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$18,089.04 
CATH Global X S&P 500 Catholic Values ETF
-0.46%
-$995.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$886.08 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.43%
-$343,247.1 
SPYI NEOS S&P 500 High Income ETF
-0.42%
-$3,825 
AVUS Avantis U.S. Equity ETF
-0.32%
-$12,326.75 
BAC Bank of America Corporation
-0.23%
-$739.34 
IWM iShares Russell 2000 ETF
-0.15%
-$466.73 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$413.05 
MUB iShares National Muni Bond ETF
-0.13%
-$3,414.42 
PANW Palo Alto Networks, Inc.
-0.08%
-$252.45 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$232.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$253.22 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$9,852.08 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$273.42 
MBB iShares MBS ETF
-0.04%
-$556.92 
VO Vanguard Mid-Cap ETF
-0.03%
-$486.7 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$170.37 
JCPB JPMorgan Core Plus Bond ETF
-0.02%
-$8,612.8 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$9,798.07 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$716.4 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$142.72 Events
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Dividends
Dividend Analysis
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| Trades 1911 | Longs Won 1003/1911 52% | Profit Factor 21.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,828.55 |
| Average Win $103,716.49 | Best Trade (Jul 14) $8.12M | Sharpe Ratio -15.59 |
| Average Loss -$5,364.09 | Worst Trade (Dec 31) -$498,168.31 | Z-Score -11.18 (64.73%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $51,887.52 |
| 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 | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
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Returns
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