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:
50.42%
Gain -0.11%
Monthly
1.27%
Yearly
16.39%
Drawdown
14.09%
$532.36M
Equity
Holdings
$532.36M
Investment
$434.85M
$107.1M
Profit -$317,177.21
Realized
$9.59M
Unrealized
$97.51M
Dividends
$21.82M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$317,177.21
Win %
74%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$2.71M
Win %
74%
This Month
Compared to last month
Gain
0.01%
Profit
$56,017.82
Win %
74%
This Year
Compared to last year
Gain
0.75%
Profit
$3.99M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$155,468.68 
OPTT Ocean Power Technologies Inc.
+12.5%
+$420 
AIFC AI Financial Corporation
+10.81%
+$480 
ETN Eaton Corporation plc
+7.32%
+$29,951.98 
GOOG Alphabet Inc
+6.88%
+$99,322.28 
GOOGL Alphabet Inc
+6.73%
+$133,831.32 
UNIT Uniti Group Inc.
+4.63%
+$6,235 
META Meta Platforms Inc Class A
+3.28%
+$24,769.67 
MSFT Microsoft Corp.
+3.02%
+$72,676.27 
NVDA NVIDIA Corporation
+2.93%
+$54,970.24 
CVX Chevron Corporation
+2.35%
+$10,983.6 
MRVL Marvell Technology, Inc.
+2.32%
+$4,788.24 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,750.25 
ORCL Oracle Corporation
+1.81%
+$3,268.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,400.64 
GE General Electric Company
+1.42%
+$31,688.99 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$546,141.66 
AMAT Applied Materials, Inc.
+1.18%
+$2,655.01 
VUG Vanguard Growth ETF
+1.1%
+$10,062.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$11,520.32 
SCHW Charles Schwab Corporation
+0.87%
+$2,913.82 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,510.68 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$18,914.49 
IBM International Business Machines Corporation
+0.86%
+$1,915.71 
GEV GE Vernova Inc.
+0.85%
+$30,963.06 
MCD McDonald's Corporation
+0.82%
+$2,884.21 
XVV iShares ESG Screened S&P 500
+0.78%
+$3,163.15 
TSLA Tesla, Inc.
+0.76%
+$1,524.55 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$17,031.04 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,906.54 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$95,543.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,542.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,033.92 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$1,433.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$8,297.17 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,287.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$23,702.88 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$5,780 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$486,628.8 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,838.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$25,665.87 
AVUS Avantis U.S. Equity ETF
+0.57%
+$21,386.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,281.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$83,883.61 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,209.9 
AVGO Broadcom Inc.
+0.37%
+$4,700.16 
PG Procter & Gamble Co
+0.37%
+$822.56 
BAC Bank of America Corporation
+0.36%
+$1,161.82 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$5,335.33 
JPM JPMorgan Chase & Co.
+0.27%
+$4,786.48 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,942.44 
JNJ Johnson & Johnson
+0.21%
+$951.35 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$82,704.43 
DELL Dell Technologies Inc.
+0.14%
+$585.2 
C Citigroup Inc.
+0.1%
+$233.07 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$1,521.59 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$413.55 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,534.72 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$77.4 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$477.6 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
OMEX Odyssey Marine Exploration Inc.
-8.03%
-$224.64 
AAPL Apple Inc.
-7.35%
-$279,454.44 
SYK Stryker Corporation
-6.42%
-$22,697.44 
MU Micron Technology, Inc.
-5.9%
-$245,706.89 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,684.47 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,966.28 
LRCX Lam Research Corporation
-1.58%
-$10,739.53 
INTC Intel Corporation
-1.02%
-$2,107.38 
XOM Exxon Mobil Corporation
-0.97%
-$9,025.47 
MA Mastercard Incorporated
-0.74%
-$2,473.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,388.2 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,110.34 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,692.87 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$59,296.38 
SCHF Schwab International Equity ETF
-0.58%
-$212,918.72 
LLY Eli Lilly and Company
-0.53%
-$3,751.56 
FTCS First Trust Capital Strength ETF
-0.51%
-$2,958 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$45,398.5 
IWM iShares Russell 2000 ETF
-0.47%
-$1,474.78 
HD The Home Depot, Inc.
-0.42%
-$1,052.25 
MBB iShares MBS ETF
-0.4%
-$5,887.44 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,201.77 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$49,299.66 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$4,025.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$776.75 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$94,740.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$2,702.32 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$117,576.78 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,144.43 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$798.8 
IXUS iShares Core International Stock ETF
-0.15%
-$3,047.52 
MUB iShares National Muni Bond ETF
-0.11%
-$3,035.04 
AKRE Akre Focus ETF
-0.09%
-$1,867.7 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$136.32 
WTFC Wintrust Financial Corporation
-0.07%
-$176.55 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$434.75 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8,558.67 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$273.42 
VO Vanguard Mid-Cap ETF
-0.05%
-$778.72 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$191.73 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$7,881.66 
V Visa Inc. Class A
-0.04%
-$122.63 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$84.46 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$109.6 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$48.81 Events
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Dividends
Dividend Analysis
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| Trades 1911 | Longs Won 1190/1911 62% | Profit Factor 17.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $426,833.7 |
| Average Win $95,352.74 | Best Trade (Aug 17) $9.2M | Sharpe Ratio -15.59 |
| Average Loss -$8,832.16 | Worst Trade (Sep 01) -$933,845.53 | Z-Score -0.85 (60.45%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $56,044.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,397 | $2.39M | $3.52M | - | $1.13M | 47.45% | -7.354% |
| AAUA Alpha Architect US Equity 3 ETF | 38,601 | $1.89M | $2.21M | - | $317,262.16 | 16.79% | +0.865% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,107 | $314,645.9 | $302,528.59 | - | -$12,117.31 | -3.85% | -0.256% |
| AIFC AI Financial Corporation | 12,000 | $13,320 | $4,920 | - | -$8,400 | -63.06% | +10.811% |
| AKRE Akre Focus ETF | 37,354 | $2.45M | $2.15M | - | -$299,579.23 | -12.24% | -0.087% |
| AMAT Applied Materials, Inc. | 450 | $325,523 | $228,451.5 | - | -$97,071.5 | -29.82% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,481 | $276,761.22 | $705,178.14 | - | $428,416.92 | 154.8% | -1.904% |
| AMZN Amazon.com Inc | 4,309 | $786,922.2 | $1.17M | - | $383,315.98 | 48.71% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 90,797 | $6.22M | $9.5M | - | $3.29M | 52.87% | -0.476% |
| AVGO Broadcom Inc. | 3,264 | $483,842.1 | $1.27M | - | $786,767.82 | 162.61% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 636,183 | $43.08M | $58.63M | - | $15.55M | 36.09% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 29,703 | $2.9M | $3.79M | - | $892,951.58 | 30.82% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 113,368 | $10.7M | $14.2M | - | $3.5M | 32.68% | +0.032% |
| BAC Bank of America Corporation | 5,281 | $220,136.73 | $327,157.95 | - | $107,021.22 | 48.62% | +0.356% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 21,737 | $2.51M | $2.56M | - | $46,410.36 | 1.85% | +0.06% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 26,801 | $520,421.5 | $523,289.52 | - | $2,868.02 | 0.55% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 32,146 | $632,066.42 | $630,222.33 | - | -$1,844.09 | -0.29% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 27,342 | $558,413.11 | $555,589.44 | - | -$2,823.67 | -0.51% | -0.049% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 19,173 | $445,481.86 | $438,678.24 | - | -$6,803.62 | -1.53% | -0.044% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 15,480 | $348,490.62 | $345,668.4 | - | -$2,822.22 | -0.81% | +0.022% |
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FAQ
Which stocks have generated the highest profits for Elizabeth Parks?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $4.46M, SPDR S&P 500 ETF Trust - $2.81M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.62M, SPDR Portfolio Intermediate Term Treasury ETF - $2.16M, and Schwab U.S. Large-Cap ETF - $1.68M. 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: Akre Focus ETF - $407,272.7, UnitedHealth Group Incorporated - $137,319.51, Boeing Company - $98,537.38, SentinelOne Inc - $98,440.7, and Whirlpool Corporation - $60,536.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth Parks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.82M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $4.6M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.3M, SPDR Portfolio Intermediate Term Treasury ETF - $2.16M, Vanguard Short-Term Treasury Fund - $1.62M, and Schwab International Equity ETF - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth Parks's monthly returns?
Elizabeth Parks'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 Elizabeth Parks's strategy be considered aggressive or moderate?
Elizabeth Parks'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 Elizabeth Parks's strategy?
Elizabeth Parks'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.
