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

Tracking: 0 Updated: Jun 12 at 08:08 PM

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.

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.

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:

32.37%

Gain +0.38%

Monthly

0.76%

Yearly

9.45%

Drawdown

12.6%

$246.67M

Equity

Holdings

$246.67M

Investment

$189.03M

$81.48M

Profit +$1.08M

Realized

$23.84M

Unrealized

$57.64M

Dividends

$17.31M

Goals

Avg. 83% completed goals

Yearly

Gain > 5%

2026

66%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.38%

Profit

$1.08M

Win %

83%

This Week

Compared To Last Week

Gain

-0.96%

Profit

-$2.39M

Win %

83%

This Month

Compared to last month

Gain

-0.79%

Profit

-$1.97M

Win %

83%

This Year

Compared to last year

Gain

3.28%

Profit

$8.69M

Win %

83%

Gainers
Losers

GDX VanEck Gold Miners ETF

+2.98%

+$65,400.8

JPM JPMorgan Chase & Co.

+2.3%

+$5,054.01

UNP Union Pacific Corporation

+1.65%

+$3,978

SOXX iShares Semiconductor ETF

+1.49%

+$66,327.94

IYG iShares U.S. Financial Services ETF

+1.4%

+$35,487.56

IYF iShares U.S. Financials ETF

+1.37%

+$8,970.05

IFRA iShares U.S. Infrastructure

+1.26%

+$48,107.29

JNJ Johnson & Johnson

+1.07%

+$11,179.2

IDU iShares U.S. Utilities ETF

+1.05%

+$80,930.07

IWD iShares Russell 1000 Value ETF

+1.02%

+$67,154.37

IJR iShares Core S&P Small-Cap ETF

+1%

+$40,471.71

USRT iShares Core U.S. REIT ETF

+0.95%

+$3,587.85

IWR iShares Russell Mid-Cap ETF

+0.95%

+$73,625.64

BRK-A Berkshire Hathaway Inc.

+0.93%

+$13,578

IYR iShares U.S. Real Estate ETF

+0.91%

+$33,847.52

IWM iShares Russell 2000 ETF

+0.9%

+$28,466.3

IYE iShares U.S. Energy ETF

+0.81%

+$31,949.47

IUSV iShares Core S&P U.S. Value ETF

+0.8%

+$4,626.99

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$16,220.43

IVE ISHARES S&P 500 VALUE ETF

+0.71%

+$46,243.19

DGRO iShares Core Dividend Growth ETF

+0.7%

+$74,661.82

IGF iShares Global Infrastructure ETF

+0.67%

+$1,504.8

IYW iShares U.S. Technology ETF

+0.62%

+$24,941.52

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$3,449.6

FTEC Fidelity MSCI Information Technology Index ETF

+0.62%

+$8,618.05

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.62%

+$28,292

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$2,358.35

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$2,386.81

DYNF iShares U.S. Equity Factor Rotation Active ETF

+0.59%

+$45,929.13

IVV iShares Core S&P 500 ETF

+0.58%

+$36,975.8

LRGF iShares U.S. Equity Factor ETF

+0.57%

+$35,962.62

IWV ISHARES RUSSELL 3000 ETF

+0.56%

+$43,700.79

GOOGL Alphabet Inc

+0.56%

+$7,480.04

IWB iShares Russell 1000 ETF

+0.55%

+$4,118.1

QUAL iShares MSCI USA Quality Factor ETF

+0.51%

+$55,297.37

IXN iShares Global Tech ETF

+0.47%

+$9,483.5

GOOG Alphabet Inc

+0.46%

+$6,769.92

USMV iShares MSCI USA Min Vol Factor ETF

+0.43%

+$2,281.65

IXUS iShares Core International Stock ETF

+0.43%

+$54,299.17

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

+0.41%

+$2,636.24

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$5,637.5

IUSG iShares Core S&P U.S. Growth ETF

+0.36%

+$3,266.34

AOA iShares Core Aggressive Allocation ETF

+0.33%

+$970.56

IDV iShares International Select Dividend ETF

+0.32%

+$27,029.24

EFA iShares MSCI EAFE ETF

+0.31%

+$3,345.6

XOM Exxon Mobil Corporation

+0.29%

+$503.19

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$3,668.94

NVDA NVIDIA Corporation

+0.18%

+$455.84

MSFT Microsoft Corp.

+0.13%

+$12,229.36

GLD SPDR Gold Shares

+0.06%

+$975.16

USHY iShares Broad USD High Yield Corporate Bond ETF

+0.05%

+$2,702.24

FALN iShares Fallen Angels USD Bond ETF

+0.04%

+$780

EFG iShares MSCI EAFE Growth ETF

+0.02%

+$1,021.3

ICSH iShares Short Treasury Bond ETF

SHYM iShares High Yield Bond ETF

NRGV Energy Vault Holdings Inc.

-2.93%

-$1,300

AAPL Apple Inc.

-1.52%

-$44,001

MRK Merck & Co., Inc.

-1.41%

-$4,219.87

AMZN Amazon.com Inc

-1.21%

-$13,735.79

ITB iShares U.S. Home Construction ETF

-0.7%

-$21,690.64

AMLP Alerian MLP ETF

-0.27%

-$8,344.28

IYH iShares U.S. Healthcare ETF

-0.26%

-$11,211.84

TLH iShares 10-20 Year Treasury Bond ETF

-0.26%

-$5,966.23

CRM Salesforce Inc

-0.25%

-$461.25

META Meta Platforms Inc Class A

-0.23%

-$779.99

IGV iShares Expanded Tech-Software Sector ETF

-0.18%

-$4,025.12

IEF iShares 7-10 Year Treasury Bond ETF

-0.17%

-$5,585.76

IEI iShares 3-7 Year Treasury Bond ETF

-0.11%

-$422.5

IGEB iShares Investment Grade Corporate Bond ETF

-0.09%

-$923.88

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.07%

-$349.85

IUSB iShares Core Universal USD Bond ETF

-0.07%

-$3,118.41

INMU iShares Intermediate Muni Income Active ETF

-0.06%

-$2,550

IBIT iShares Bitcoin Trust

-0.06%

-$2,657.77

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

-0.05%

-$1,739.87

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$239.42

MUB iShares National Muni Bond ETF

-0.01%

-$157.7

Events

Dividends

Dividend Analysis

No Data

Trades 726	Longs Won 568/726 78%	Profit Factor 15.6
Profitability	Shorts Won 0/0 0%	Standard Deviation $323,182.71
Average Win $153,273.52	Best Trade (Jun 12) $3.54M	Sharpe Ratio -9.69
Average Loss -$35,328	Worst Trade (Jun 12) -$1.14M	Z-Score 7.67 (100%)
Commissions $0	Avg. Trade Length 1y 6m 1w 1d	Expectancy $112,228.01

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	6,993	6,294	5,594	4,895	4,196	3,497	2,797	2,098	1,399	699

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Returns

Overall, Monthly

Holdings
History

Positions (76)
Options (0)

Option values are updated at end of day.

No Data

Trades (467)
Options (0)

No Data

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Timothy Low Portfolio

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