Lyn Dippel Portfolio
Invests via Curio Wealth LLC | Managed by Lyn Dippel, James S. (Jim) Kantowski, Elizabeth (Liz) Gillette, Jacob Watson Sadler, Yvonne Scoggins
Invests via Curio Wealth LLC
Managed by Lyn Dippel, James S. (Jim) Kantowski, Elizabeth (Liz) Gillette, Jacob Watson Sadler, Yvonne Scoggins
Automatically Tracked
Seasoned investor and operating executive with a track record deploying capital into growth-stage companies and driving operational improvements. Lyn Dippel combines board-level governance, M&A execution and capital-raising experience to support portfolio scaling and CEO transitions. Typical focus areas include revenue growth, margin expansion and strategic repositioning for technology and healthcare-enabled services companies; active in private equity and venture investing.
Seasoned investor and operating executive with a track record deploying capital into growth-stage companies and driving operational improvements. Lyn Dippel combines board-level governance, M&A execution and capital-raising experience to support portfolio scaling and CEO transitions. Typical focus areas include revenue growth, margin expansion and strategic repositioning for technology and healthcare-enabled services companies; active in private equity and venture investing.
Investment Philosophy & Strategy
Seasoned investor and operating executive with a track record deploying capital into growth-stage companies and driving operational improvements. Lyn Dippel combines board-level governance, M&A execution and capital-raising experience to support portfolio scaling and CEO transitions. Typical focus areas include revenue growth, margin expansion and strategic repositioning for technology and healthcare-enabled services companies; active in private equity and venture investing.
Seasoned investor and operating executive with a track record deploying capital into growth-stage companies and driving operational improvements. Lyn Dippel combines board-level governance, M&A execution and capital-raising experience to support portfolio scaling and CEO transitions. Typical focus areas include revenue growth, margin expansion and strategic repositioning for technology and healthcare-enabled services companies; active in private equity and venture investing.
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:
17.65%
Gain +0.48%
Monthly
0.82%
Yearly
10.25%
Drawdown
7.56%
$326.36M
Equity
Holdings
$326.36M
Investment
$286.89M
$43.14M
Profit +$1.28M
Realized
$3.67M
Unrealized
$39.46M
Dividends
$7.96M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.28M
Win %
80%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1.28M
Win %
80%
This Month
Compared to last month
Gain
1.8%
Profit
$5.76M
Win %
80%
This Year
Compared to last year
Gain
2%
Profit
$6.14M
Win %
65%
PLTR Palantir Technologies Inc.
+10.31%
+$122,497.44 
IGV iShares Expanded Tech-Software Sector ETF
+3.23%
+$77,195.37 
NVDA NVIDIA Corporation
+2.28%
+$11,317.3 
GLD SPDR Gold Shares
+2.27%
+$14,311.96 
AVGO Broadcom Inc.
+1.65%
+$6,558.55 
IBM International Business Machines Corporation
+1.59%
+$5,036.88 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$3,317.09 
AVDV Avantis International Small Cap Value ETF
+1.31%
+$90,108.19 
IWR iShares Russell Mid-Cap ETF
+1.23%
+$11,671.03 
DISV Dimensional International Small Cap Equity Fund
+1.18%
+$19,346.34 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$4,918.62 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$4,324.06 
AVDE Avantis International Equity ETF
+1.1%
+$167,199.42 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$215,787.34 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$3,464.03 
SCHF Schwab International Equity ETF
+1.04%
+$3,197.54 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$2,244.58 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$13,097.08 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$99,679.5 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$59,620.4 
LMT Lockheed Martin Corporation
+0.87%
+$7,792.59 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$7,476.74 
AMZN Amazon.com Inc
+0.8%
+$4,593.24 
AVSC Avantis U.S. Small Cap Equity ETF
+0.8%
+$9,353.86 
DFSU Dimensional US Sustainability Core 1 ETF
+0.78%
+$2,048.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$5,959.27 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$8,299.43 
AVEM Avantis Emerging Markets Equity ETF
+0.68%
+$67,578.76 
VO Vanguard Mid-Cap ETF
+0.67%
+$13,724.15 
DFUS Dimensional U.S. Equity Market ETF
+0.66%
+$22,201.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$32,379.3 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$376,800.58 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$15,105.6 
DFIV Dimensional International Value ETF
+0.61%
+$6,720.35 
VOO Vanguard S&P 500 ETF
+0.59%
+$2,015.98 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$10,533.6 
NFLX Netflix, Inc.
+0.58%
+$3,873.01 
AVSU Avantis Responsible U.S. Equity ETF
+0.55%
+$1,282.56 
AVGE FRCL 3 2022Q3 Hb Float
+0.52%
+$10,230.48 
CSCO Cisco Systems, Inc.
+0.45%
+$3,679.02 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$5,793.37 
DFAR Dimensional US Real Estate ETF
+0.43%
+$34,529.67 
VNQ Vanguard Real Estate ETF
+0.41%
+$4,769.19 
AVUS Avantis U.S. Equity ETF
+0.41%
+$35,863.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$18,592.03 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$4,867.8 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$14,393.6 
AVRE Avantis Real Estate ETF
+0.34%
+$983.38 
META Meta Platforms Inc Class A
+0.33%
+$2,058.6 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.32%
+$1,240.96 
AAPL Apple Inc.
+0.29%
+$5,758.28 
DUHP Dimensional US High Profitability ETF
+0.27%
+$1,236.83 
DFVX Dimensional US Large Cap Vector ETF
+0.26%
+$28,609.48 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$482.22 
DFIP Dimensional Inflation-Protected Securities ETF
+0.21%
+$1,224.51 
DFGP Dimensional Global Core Fixed Income Fund
+0.19%
+$93,062.2 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$579.47 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$4,778.69 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$2,205.45 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$72,336.53 
BNDX Vanguard Total International Bond ETF
+0.12%
+$780.18 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.11%
+$1,224.26 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.11%
+$716.11 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.1%
+$1,397.75 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$98.76 
MSFT Microsoft Corp.
+0.01%
+$69.29 
V Visa Inc. Class A
-2.18%
-$8,053.87 
AMD Advanced Micro Devices, Inc.
-1.19%
-$7,679.19 
GOOGL Alphabet Inc
-0.98%
-$4,438 
AN AutoNation Inc.
-0.97%
-$2,380.05 
GOOG Alphabet Inc
-0.91%
-$22,219.1 
UNP Union Pacific Corporation
-0.78%
-$1,762.52 
LLY Eli Lilly and Company
-0.58%
-$2,977.23 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$2,526.19 
TJX The TJX Companies, Inc.
-0.47%
-$4,263.53 
MU Micron Technology, Inc.
-0.44%
-$1,595.27 
WMT Walmart Inc.
-0.22%
-$1,203.25 
RY Royal Bank of Canada
-0.17%
-$1,851.1 Events
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Dividends
Dividend Analysis
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| Trades 2668 | Longs Won 1476/2668 55% | Profit Factor 6.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,760.77 |
| Average Win $34,851.17 | Best Trade (Aug 08) $9.19M | Sharpe Ratio 0.96 |
| Average Loss -$6,967.3 | Worst Trade (Mar 31) -$1.53M | Z-Score -4.44 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 6d | Expectancy $16,167.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,259 | $1.37M | $1.96M | - | $594,482.72 | 43.5% | +0.294% |
| AMD Advanced Micro Devices, Inc. | 1,324 | $189,192.02 | $640,127.53 | - | $450,935.51 | 238.35% | -1.185% |
| AMZN Amazon.com Inc | 2,107 | $467,876.69 | $578,245.08 | - | $110,368.39 | 23.59% | +0.801% |
| AN AutoNation Inc. | 1,161 | $230,600.45 | $242,974.08 | - | $12,373.63 | 5.37% | -0.97% |
| AVDE Avantis International Equity ETF | 163,921 | $12.13M | $15.4M | - | $3.27M | 26.93% | +1.098% |
| AVDV Avantis International Small Cap Value ETF | 63,452 | $5.24M | $6.95M | - | $1.72M | 32.84% | +1.313% |
| AVEM Avantis Emerging Markets Equity ETF | 108,998 | $7.88M | $10.06M | - | $2.18M | 27.68% | +0.676% |
| AVGE FRCL 3 2022Q3 Hb Float | 19,674 | $1.63M | $2M | - | $365,442.12 | 22.41% | +0.515% |
| AVGO Broadcom Inc. | 943 | $351,175.93 | $403,156.07 | - | $51,980.14 | 14.8% | +1.654% |
| AVRE Avantis Real Estate ETF | 5,924 | $261,559.48 | $287,787.92 | - | $26,228.44 | 10.03% | +0.343% |
| AVSC Avantis U.S. Small Cap Equity ETF | 15,854 | $847,465.49 | $1.18M | - | $332,230.65 | 39.2% | +0.799% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 5,088 | $304,116.77 | $393,627.52 | - | $89,510.75 | 29.43% | +0.316% |
| AVSU Avantis Responsible U.S. Equity ETF | 2,578 | $179,315.24 | $233,062.8 | - | $53,747.56 | 29.97% | +0.553% |
| AVUS Avantis U.S. Equity ETF | 67,669 | $6.85M | $8.87M | - | $2.03M | 29.64% | +0.406% |
| AVUV Avantis U.S. Small Cap Value ETF | 39,290 | $3.72M | $4.99M | - | $1.26M | 33.98% | +0.374% |
| BNDX Vanguard Total International Bond ETF | 13,003 | $642,646.73 | $623,493.85 | - | -$19,152.88 | -2.98% | +0.125% |
| BRK-B Berkshire Hathaway Inc. | 899 | $445,613.97 | $469,098.2 | - | $23,484.23 | 5.27% | -0.536% |
| CSCO Cisco Systems, Inc. | 6,813 | $474,629.6 | $827,234.46 | - | $352,604.86 | 74.29% | +0.447% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 107,931 | $3.92M | $4.96M | - | $1.04M | 26.59% | +0.658% |
| DFAE Dimensional Emerging Core Equity Market ETF | 170,344 | $4.95M | $6.62M | - | $1.66M | 33.56% | +0.909% |
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FAQ
Which stocks have generated the highest profits for Lyn Dippel?
The largest contributions to the portfolio's profits come from the following stocks: TRI - $4.19M, Dimensional Short-Duration Fixed Income ETF - $2.51M, Dimensional Global Core Fixed Income Fund - $2.35M, Avantis International Equity ETF - $1.39M, and Dimensional International Core Equity Market ETF - $912,325.54. 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: Dimensional US Core Equity Market ETF - $1.02M, Dimensional U.S. Small Cap ETF - $352,140.23, iShares Expanded Tech-Software Sector ETF - $289,940.35, Alphabet Inc - $210,358.91, and Avantis U.S. Small Cap Value ETF - $196,391.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lyn Dippel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.96M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.16M, Dimensional Global Core Fixed Income Fund - $2.11M, Dimensional US Core Equity Market ETF - $502,724.27, Dimensional International Core Equity Market ETF - $395,291.04, and Avantis International Equity ETF - $373,432.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lyn Dippel's monthly returns?
Lyn Dippel's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Lyn Dippel's strategy be considered aggressive or moderate?
Lyn Dippel's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Lyn Dippel's strategy?
Lyn Dippel's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
