Timothy Low Portfolio
Invests via Forte Asset Management LLC | Managed by Timothy I. Low
Invests via Forte Asset Management LLC
Managed by Timothy I. Low
Automatically Tracked
Timothy Low Profile
With a background rooted in technology entrepreneurship, Timothy Low has carved a notable path as an investor and operator within the startup ecosystem. His ventures focus on innovative solutions across various sectors, reflecting his commitment to advancing disruptive technologies. Not only does he bring practical experience from founding successful companies, but he also actively engages with emerging businesses seeking growth capital and strategic direction. As a respected figure in investment circles, he leverages both operational insights and market knowledge to drive transformative change in the entrepreneurial landscape.
With a background rooted in technology entrepreneurship, Timothy Low has carved a notable path as an investor and operator within the startup ecosystem. His ventures focus on innovative solutions across various sectors, reflecting his commitment to advancing disruptive technologies. Not only does he bring practical experience from founding successful companies, but he also actively engages with emerging businesses seeking growth capital and strategic direction. As a respected figure in investment circles, he leverages both operational insights and market knowledge to drive transformative change in the entrepreneurial landscape.
Investment Philosophy & Strategy
Timothy Low's investment philosophy is heavily influenced by his extensive experience in technology-driven entrepreneurship. He thrives on identifying and nurturing early-stage companies that demonstrate significant potential for innovation. Focusing on market disruptions, he seeks ventures poised for substantial growth within their respective industries. This approach not only amplifies value creation but also fosters a collaborative environment where emerging leaders are empowered to navigate the complexities of scaling their businesses effectively. His operational expertise allows him to provide tailored strategic insights, ensuring each investment aligns with transformative objectives in the tech landscape.
Timothy Low's investment philosophy is heavily influenced by his extensive experience in technology-driven entrepreneurship. He thrives on identifying and nurturing early-stage companies that demonstrate significant potential for innovation. Focusing on market disruptions, he seeks ventures poised for substantial growth within their respective industries. This approach not only amplifies value creation but also fosters a collaborative environment where emerging leaders are empowered to navigate the complexities of scaling their businesses effectively. His operational expertise allows him to provide tailored strategic insights, ensuring each investment aligns with transformative objectives in the tech landscape.
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:
55.59%
Gain -0.01%
Monthly
1.1%
Yearly
14.07%
Drawdown
15.88%
$249.81M
Equity
Holdings
$249.81M
Investment
$188.62M
$87.29M
Profit +$14,636.08
Realized
$26.11M
Unrealized
$61.18M
Dividends
$18.51M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
$14,636.08
Win %
77%
This Week
Compared To Last Week
Gain
1.18%
Profit
$2.91M
Win %
77%
This Month
Compared to last month
Gain
1.18%
Profit
$2.91M
Win %
77%
This Year
Compared to last year
Gain
2.05%
Profit
$5.02M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$169,142.99 
GOOG Alphabet Inc
+6.88%
+$94,820.16 
GOOGL Alphabet Inc
+6.73%
+$84,037.8 
META Meta Platforms Inc Class A
+3.28%
+$10,607.99 
MSFT Microsoft Corp.
+3.02%
+$319,198.09 
NVDA NVIDIA Corporation
+2.93%
+$7,034.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$19,680 
KLAC KLA Corporation
+1.38%
+$3,062.71 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$12,323.01 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$37,650.42 
IYE iShares U.S. Energy ETF
+0.93%
+$26,555.88 
UNP Union Pacific Corporation
+0.92%
+$2,403.01 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$19,863.36 
AMLP Alerian MLP ETF
+0.89%
+$29,264.27 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$62,856.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,625.27 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$45,615.25 
NRGV Energy Vault Holdings Inc.
+0.71%
+$560 
IVV iShares Core S&P 500 ETF
+0.69%
+$45,009.92 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,262.4 
IWB iShares Russell 1000 ETF
+0.64%
+$4,785.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$27,373.73 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$45,708.71 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,095.2 
IYW iShares U.S. Technology ETF
+0.46%
+$16,154.39 
IWD iShares Russell 1000 Value ETF
+0.44%
+$30,632.67 
MRK Merck & Co., Inc.
+0.32%
+$1,043.48 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$879.57 
JPM JPMorgan Chase & Co.
+0.27%
+$658 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$2,323.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$20,089.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$500.85 
SOXX iShares Semiconductor ETF
+0.07%
+$1,965.29 
IYG iShares U.S. Financial Services ETF
+0.06%
+$2,753.88 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
AAPL Apple Inc.
-7.35%
-$239,511.36 
GDX VanEck Gold Miners ETF
-3.49%
-$64,842.65 
IBIT iShares Bitcoin Trust
-2.89%
-$174,656.2 
GLD SPDR Gold Shares
-1.49%
-$22,553.02 
ITB iShares U.S. Home Construction ETF
-1.18%
-$41,039.34 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$48,137.73 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$4,702.5 
IYH iShares U.S. Healthcare ETF
-0.7%
-$37,238.4 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,506.51 
IDU iShares U.S. Utilities ETF
-0.63%
-$37,225.2 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,900.3 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$12,991.46 
IYR iShares U.S. Real Estate ETF
-0.55%
-$21,524.53 
USRT iShares Core U.S. REIT ETF
-0.54%
-$2,107.15 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$16,490.07 
IWM iShares Russell 2000 ETF
-0.47%
-$15,199.54 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$4,796.1 
IGF iShares Global Infrastructure ETF
-0.28%
-$635.36 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$22,497.63 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$31,636.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$9,154.34 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,322 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$10,369.5 
IXN iShares Global Tech ETF
-0.21%
-$4,085.49 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$12,879.61 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$745.12 
IXUS iShares Core International Stock ETF
-0.15%
-$19,026.98 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$520 
IDV iShares International Select Dividend ETF
-0.14%
-$11,775.9 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$1,466.4 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$5,100 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$4,218.9 
MUB iShares National Muni Bond ETF
-0.11%
-$1,864.92 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$2,340 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,355.12 
IYF iShares U.S. Financials ETF
-0.09%
-$893.71 
SHYM iShares High Yield Bond ETF
-0.04%
-$1,784.46 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$478.84 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,151.15 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1,367.41 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 593/776 76% | Profit Factor 18.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $326,224.61 |
| Average Win $155,802.57 | Best Trade (Aug 02) $3.36M | Sharpe Ratio -9.69 |
| Average Loss -$27,885.72 | Worst Trade (Aug 02) -$565,919.94 | Z-Score 8.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $112,484.33 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Timothy Low?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Bitcoin ETF - $3.32M, iShares U.S. Technology ETF - $2.94M, iShares International Select Dividend ETF - $2.34M, ISHARES RUSSELL 3000 ETF - $2.27M, and iShares Semiconductor ETF - $2.07M. 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 TIPS Bond ETF - $270,792.12, iShares Core U.S. REIT ETF - $215,200.81, iShares U.S. Financials ETF - $198,763.03, iShares Core MSCI Emerging Markets ETF - $171,250.56, and iShares U.S. Home Construction ETF - $151,042.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Low's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.51M earned over time. The largest contributors to dividend income include iShares International Select Dividend ETF - $1.58M, iShares Broad USD High Yield Corporate Bond ETF - $1.45M, iShares Core International Stock ETF - $1.24M, iShares Core Dividend Growth ETF - $931,527.86, and ProShares Bitcoin ETF - $914,015.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Low's monthly returns?
Timothy Low'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 Timothy Low's strategy be considered aggressive or moderate?
Timothy Low'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 Timothy Low's strategy?
Timothy Low'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.
