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:
63.18%
Gain +1.42%
Monthly
1.1%
Yearly
13.99%
Drawdown
15.88%
$252.55M
Equity
Holdings
$252.55M
Investment
$188.62M
$90.03M
Profit +$2.56M
Realized
$26.11M
Unrealized
$63.92M
Dividends
$18.91M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$2.56M
Win %
75%
This Week
Compared To Last Week
Gain
1.02%
Profit
$2.56M
Win %
75%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.26M
Win %
75%
This Year
Compared to last year
Gain
3.17%
Profit
$7.76M
Win %
76%
META Meta Platforms Inc Class A
+7.03%
+$28,071 
NRGV Energy Vault Holdings Inc.
+5.79%
+$7,280 
IBIT iShares Bitcoin Trust
+5.7%
+$432,521.25 
SOXX iShares Semiconductor ETF
+4.26%
+$123,973.85 
KLAC KLA Corporation
+3.25%
+$7,072.49 
IXN iShares Global Tech ETF
+2.26%
+$47,344.7 
GOOG Alphabet Inc
+2.25%
+$31,930.08 
QQQ Invesco QQQ Trust, Series 1
+2.22%
+$15,361.49 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$7,969.6 
IYW iShares U.S. Technology ETF
+2.06%
+$78,978.24 
GOOGL Alphabet Inc
+1.96%
+$25,618.96 
IGV iShares Expanded Tech-Software Sector ETF
+1.88%
+$58,106.16 
FTEC Fidelity MSCI Information Technology Index ETF
+1.82%
+$26,503.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.55%
+$22,242.5 
IUSG iShares Core S&P U.S. Growth ETF
+1.5%
+$14,154.13 
MRK Merck & Co., Inc.
+1.29%
+$4,835.5 
IXUS iShares Core International Stock ETF
+1.26%
+$165,126.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.18%
+$97,250.36 
NVDA NVIDIA Corporation
+1.17%
+$3,203.2 
IWB iShares Russell 1000 ETF
+1.11%
+$8,588.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.09%
+$4,428 
IVV iShares Core S&P 500 ETF
+1.09%
+$73,317.12 
IWV ISHARES RUSSELL 3000 ETF
+1.09%
+$88,138.76 
QUAL iShares MSCI USA Quality Factor ETF
+1.09%
+$119,779.47 
THRO iShares U.S. Thematic Rotation Active ETF
+1.08%
+$24,829.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.07%
+$50,897.49 
LRGF iShares U.S. Equity Factor ETF
+0.99%
+$65,466.57 
EFG iShares MSCI EAFE Growth ETF
+0.99%
+$61,595.59 
EFA iShares MSCI EAFE ETF
+0.95%
+$10,402.73 
AOA iShares Core Aggressive Allocation ETF
+0.92%
+$2,714.53 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$14,925.92 
USRT iShares Core U.S. REIT ETF
+0.91%
+$3,246.15 
IYR iShares U.S. Real Estate ETF
+0.89%
+$32,286.57 
EFV iShares MSCI EAFE Value ETF
+0.78%
+$24,159.87 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.78%
+$5,023.12 
AMZN Amazon.com Inc
+0.67%
+$8,016.43 
IWR iShares Russell Mid-Cap ETF
+0.67%
+$52,615.43 
IWM iShares Russell 2000 ETF
+0.64%
+$19,901.59 
USMV iShares MSCI USA Min Vol Factor ETF
+0.56%
+$3,060.75 
ITB iShares U.S. Home Construction ETF
+0.55%
+$17,432.64 
TLH iShares 10-20 Year Treasury Bond ETF
+0.54%
+$12,164.82 
IVE ISHARES S&P 500 VALUE ETF
+0.51%
+$33,487.74 
JNJ Johnson & Johnson
+0.49%
+$5,765 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$10,303.65 
IWD iShares Russell 1000 Value ETF
+0.47%
+$32,840.43 
IUSV iShares Core S&P U.S. Value ETF
+0.46%
+$2,723.32 
IYH iShares U.S. Healthcare ETF
+0.44%
+$24,049.8 
IDV iShares International Select Dividend ETF
+0.42%
+$36,309.03 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$16,839.81 
IYF iShares U.S. Financials ETF
+0.37%
+$3,649.03 
IEF iShares 7-10 Year Treasury Bond ETF
+0.32%
+$10,210.61 
FALN iShares Fallen Angels USD Bond ETF
+0.31%
+$6,357 
IYG iShares U.S. Financial Services ETF
+0.3%
+$13,080.93 
AAPL Apple Inc.
+0.28%
+$9,084.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$1,257.39 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.24%
+$8,789.37 
IGEB iShares Investment Grade Corporate Bond ETF
+0.24%
+$2,566.2 
IUSB iShares Core Universal USD Bond ETF
+0.23%
+$10,836.13 
JPM JPMorgan Chase & Co.
+0.22%
+$545.99 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.18%
+$8,888.17 
IEI iShares 3-7 Year Treasury Bond ETF
+0.17%
+$650 
IGF iShares Global Infrastructure ETF
+0.11%
+$233.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.11%
+$1,302.44 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$2,006.4 
DGRO iShares Core Dividend Growth ETF
+0.04%
+$4,314.15 
IDU iShares U.S. Utilities ETF
+0.01%
+$524.3 
UNP Union Pacific Corporation
-2.55%
-$6,417.01 
IYE iShares U.S. Energy ETF
-1.97%
-$60,666.45 
GDX VanEck Gold Miners ETF
-1.26%
-$29,034 
AMLP Alerian MLP ETF
-1.15%
-$37,625.49 
GLD SPDR Gold Shares
-0.56%
-$8,969.1 
MSFT Microsoft Corp.
-0.39%
-$45,231.48 
IFRA iShares U.S. Infrastructure
-0.24%
-$8,437.5 
BRK-A Berkshire Hathaway Inc.
-0.19%
-$2,863.12 
SHYM iShares High Yield Bond ETF
-0.12%
-$4,461.15 
MUB iShares National Muni Bond ETF
-0.05%
-$777.05 
INMU iShares Intermediate Muni Income Active ETF
-0.04%
-$1,700 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 588/776 75% | Profit Factor 19.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,621.89 |
| Average Win $161,364.58 | Best Trade (Sep 08) $3.74M | Sharpe Ratio -9.69 |
| Average Loss -$25,813.95 | Worst Trade (Aug 17) -$566,768.21 | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $116,017.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,768 | $1.9M | $3.29M | - | $1.39M | 73.14% | +0.277% |
| AMLP Alerian MLP ETF | 59,723 | $2.18M | $3.25M | - | $1.07M | 49.24% | -1.146% |
| AMZN Amazon.com Inc | 4,688 | $589,311.78 | $1.2M | - | $608,097.18 | 103.19% | +0.674% |
| AOA iShares Core Aggressive Allocation ETF | 3,033 | $268,109.06 | $299,508.75 | - | $31,399.69 | 11.71% | +0.915% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.52M | - | -$72,546.32 | -4.54% | -0.187% |
| DGRO iShares Core Dividend Growth ETF | 143,805 | $7.38M | $11.06M | - | $3.68M | 49.82% | +0.039% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 118,598 | $5.41M | $8.31M | - | $2.9M | 53.61% | +1.184% |
| EFA iShares MSCI EAFE ETF | 10,455 | $653,332.95 | $1.11M | - | $454,531.12 | 69.57% | +0.948% |
| EFG iShares MSCI EAFE Growth ETF | 51,761 | $5.03M | $6.28M | - | $1.25M | 24.86% | +0.99% |
| EFV iShares MSCI EAFE Value ETF | 38,349 | $2.94M | $3.12M | - | $187,910.1 | 6.4% | +0.78% |
| FALN iShares Fallen Angels USD Bond ETF | 78,000 | $1.95M | $2.07M | - | $119,710.07 | 6.13% | +0.308% |
| FTEC Fidelity MSCI Information Technology Index ETF | 4,996 | $487,581.19 | $1.48M | - | $996,505.59 | 204.38% | +1.818% |
| GDX VanEck Gold Miners ETF | 24,195 | $2.22M | $2.28M | - | $60,729.45 | 2.74% | -1.257% |
| GLD SPDR Gold Shares | 4,013 | $692,979.66 | $1.6M | - | $907,946.49 | 131.02% | -0.557% |
| GOOG Alphabet Inc | 4,128 | $644,917.44 | $1.45M | - | $808,737.12 | 125.4% | +2.246% |
| GOOGL Alphabet Inc | 3,740 | $578,353.6 | $1.33M | - | $754,545 | 130.46% | +1.96% |
| IBIT iShares Bitcoin Trust | 164,770 | $6.7M | $8.02M | - | $1.31M | 19.56% | +5.704% |
| ICSH iShares Short Treasury Bond ETF | 100,320 | $5.08M | $5.06M | - | -$22,070.4 | -0.43% | +0.04% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 7,125 | $571,211.25 | $650,548.12 | - | $79,336.87 | 13.89% | +0.778% |
| IDU iShares U.S. Utilities ETF | 52,430 | $5.49M | $5.46M | - | -$24,020.21 | -0.44% | +0.01% |
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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 $18.91M 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 - $1.47M, iShares Core International Stock ETF - $1.24M, iShares Core Dividend Growth ETF - $986,892.79, and Alerian MLP ETF - $958,540.06. 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.
