PIA
Panoramic Investment Advisors LLC Portfolio
Invests via Panoramic Investment Advisors LLC | Managed by Lindsay Rider, Dustin Dinges, Nick Schneider, Michael Davis, Tim Szymanski, Matt Tuft
Invests via Panoramic Investment Advisors LLC
Managed by Lindsay Rider, Dustin Dinges, Nick Schneider, Michael Davis, Tim Szymanski, Matt Tuft
Automatically Tracked
Company Profile
Established as a dynamic investment firm, Panoramic Investment Advisors LLC is known for its client-centric approach to wealth management and capital growth. This organization specializes in providing tailored financial advisory services, leveraging market insights to identify strategic opportunities across various asset classes. The firm's emphasis on innovative solutions enhances its position within the competitive landscape of institutional and private investors. With a team composed of seasoned professionals possessing diverse industry expertise, it strives to drive sustainable value for clients while navigating evolving market conditions.
Established as a dynamic investment firm, Panoramic Investment Advisors LLC is known for its client-centric approach to wealth management and capital growth. This organization specializes in providing tailored financial advisory services, leveraging market insights to identify strategic opportunities across various asset classes. The firm's emphasis on innovative solutions enhances its position within the competitive landscape of institutional and private investors. With a team composed of seasoned professionals possessing diverse industry expertise, it strives to drive sustainable value for clients while navigating evolving market conditions.
Investment Philosophy & Strategy
A robust understanding of market dynamics positions Panoramic Investment Advisors LLC as a proactive player in the investment landscape. The firm's capital allocation strategy emphasizes innovative avenues for growth, utilizing a diverse array of asset classes to cater to evolving client needs. A focus on distinctive opportunities allows the firm to capitalize on emerging trends and shifts within various sectors. With an experienced team that excels in leveraging analytical insights, they prioritize risk-adjusted strategies designed for long-term viability and returns.
A robust understanding of market dynamics positions Panoramic Investment Advisors LLC as a proactive player in the investment landscape. The firm's capital allocation strategy emphasizes innovative avenues for growth, utilizing a diverse array of asset classes to cater to evolving client needs. A focus on distinctive opportunities allows the firm to capitalize on emerging trends and shifts within various sectors. With an experienced team that excels in leveraging analytical insights, they prioritize risk-adjusted strategies designed for long-term viability and returns.
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:
21.83%
Gain -0.78%
Monthly
0.7%
Yearly
8.71%
Drawdown
13.92%
$233.7M
Equity
Holdings
$233.7M
Investment
$235.16M
$54.95M
Profit -$1.85M
Realized
$56.41M
Unrealized
-$1.46M
Dividends
$10.58M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$1.85M
Win %
60%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$2.43M
Win %
60%
This Month
Compared to last month
Gain
-2.16%
Profit
-$5.16M
Win %
60%
This Year
Compared to last year
Gain
-97.56%
Profit
-$181.08M
Win %
85%
PSLV Sprott Physical Silver Trust
+3.8%
+$16,090.86 
YBTC Roundhill Bitcoin Strategy ETF
+2.84%
+$306,585.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.21%
+$35,841.96 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.99%
+$162,693.51 
JEPI JPMorgan Equity Premium Income Fund
+0.59%
+$133,050.98 
RITM-PD Rithm Capital Corp.
+0.44%
+$27,597.68 
ORCC Owl Rock Capital Corporation
0%
$0 
SACH Sachem Capital Corp.
-4.81%
-$141,403.17 
XOM Exxon Mobil Corporation
-4.14%
-$24,688.84 
BCSF Bain Capital Specialty Finance Inc.
-4.11%
-$616,490.17 
OKE ONEOK, Inc.
-3.47%
-$13,181.72 
ARCC Ares Capital Corporation
-3.32%
-$522,236.16 
OCSL Oaktree Specialty Lending Corporation
-3.3%
-$496,481.6 
TSLX Sixth Street Specialty Lending Inc.
-2.96%
-$305,523.5 
LFT Lument Finance Trust Inc.
-2.78%
-$41,515.08 
CSWC Capital Southwest Corporation
-1.78%
-$216,520.5 
TRINZ Trinity Capital Inc. 7.875% Notes due 2029
-1.41%
-$467,092.8 
OHI Omega Healthcare Investors Inc.
-1.22%
-$136,471.44 
ABR Arbor Realty Trust Inc.
-0.96%
-$47,918.8 
LOAN Manhattan Bridge Capital Inc.
-0.46%
-$8,825.72 
GAINI Gladstone Investment Corporation 7.875% Preferred Stock due 2030
-0.08%
-$21,393.7 
HTGC Hercules Capital Inc.
-0.07%
-$7,997.75 Events
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Dividends
Dividend Analysis
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| Trades 1010 | Longs Won 758/1010 75% | Profit Factor 7.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,313.72 |
| Average Win $83,383.2 | Best Trade (Mar 30) $5.02M | Sharpe Ratio -11.73 |
| Average Loss -$32,753.86 | Worst Trade (Jun 16) -$2.41M | Z-Score -9.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $54,406.43 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
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Returns
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Option values are updated at end of day.
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