Lison Couture Portfolio
Invests via iA Global Asset Management Inc. | Managed by Lison Couture
Invests via iA Global Asset Management Inc.
Managed by Lison Couture
Automatically Tracked
Lison Couture Profile
Lison Couture is a luxury fashion label known for its exquisite craftsmanship and innovative designs. Established by an entrepreneurial founder with a passion for haute couture, the brand has quickly positioned itself at the forefront of the fashion industry, catering to discerning clients who seek timeless elegance and modern aesthetics. With a commitment to using high-quality materials and sustainable practices, it not only exemplifies sophisticated style but also appeals to eco-conscious consumers. As Lison Couture expands its market presence both nationally and internationally, it continues to draw attention from investors seeking opportunities within the burgeoning luxury segment.
Lison Couture is a luxury fashion label known for its exquisite craftsmanship and innovative designs. Established by an entrepreneurial founder with a passion for haute couture, the brand has quickly positioned itself at the forefront of the fashion industry, catering to discerning clients who seek timeless elegance and modern aesthetics. With a commitment to using high-quality materials and sustainable practices, it not only exemplifies sophisticated style but also appeals to eco-conscious consumers. As Lison Couture expands its market presence both nationally and internationally, it continues to draw attention from investors seeking opportunities within the burgeoning luxury segment.
Investment Philosophy & Strategy
Growth opportunities within the luxury fashion sector guide Lison Couture's strategic direction. This brand harnesses a unique blend of artisanal techniques and contemporary trends, effectively appealing to a clientele that values sophistication and sustainability. By prioritizing high-quality materials while also integrating eco-friendly practices, it builds an authentic narrative around elegance with purpose. As Lison Couture enhances its market footprint globally, investor interest is likely to escalate in tandem with the brand’s innovative designs and robust identity within the haute couture landscape.
Growth opportunities within the luxury fashion sector guide Lison Couture's strategic direction. This brand harnesses a unique blend of artisanal techniques and contemporary trends, effectively appealing to a clientele that values sophistication and sustainability. By prioritizing high-quality materials while also integrating eco-friendly practices, it builds an authentic narrative around elegance with purpose. As Lison Couture enhances its market footprint globally, investor interest is likely to escalate in tandem with the brand’s innovative designs and robust identity within the haute couture 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:
94.2%
Gain -0.29%
Monthly
1.78%
Yearly
23.57%
Drawdown
17.31%
$8.26B
Equity
Holdings
$8.26B
Investment
$6.15B
$3.88B
Profit -$22.92M
Realized
$1.77B
Unrealized
$2.11B
Dividends
$287.76M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$22.92M
Win %
63%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$22.92M
Win %
63%
This Month
Compared to last month
Gain
-1.08%
Profit
-$90.07M
Win %
63%
This Year
Compared to last year
Gain
0.29%
Profit
$24.15M
Win %
62%
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PANW Palo Alto Networks, Inc.
+14.01%
+$4.48M 
IOT Samsara Inc. Class A Common Stock
+11.78%
+$1.14M 
FTNT Fortinet Inc.
+9.04%
+$1.21M 
TRI Thomson Reuters Corp.
+8.63%
+$373,612.11 
ADSK Autodesk, Inc.
+7.88%
+$632,862.86 
NOW ServiceNow, Inc.
+7.69%
+$3.22M 
PEGA Pegasystems Inc.
+6.32%
+$9,132.32 
VRSK Verisk Analytics Inc.
+6.06%
+$152,068.92 
GDDY Godaddy Inc.
+5.95%
+$178,316.38 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
+5.82%
+$558,966.24 
DOCU DocuSign Inc.
+5.82%
+$39,938.1 
INTU Intuit Inc.
+5.55%
+$569,966.18 
AJG Arthur J. Gallagher & Co.
+5.49%
+$704,210.32 
CPRT Copart Inc.
+5.46%
+$176,622.51 
MORN Morningstar, Inc.
+5.32%
+$25,196.8 
NRC National Research Corporation
+5.11%
+$202,521.6 
ORKA Oruka Therapeutics, Inc.
+5.08%
+$131.42 
MANH Manhattan Associates Inc.
+5.08%
+$37,775.08 
NYT New York Times Co.
+4.85%
+$24,775.58 
WDAY Workday Inc.
+4.61%
+$265,878.58 
ADBE Adobe Inc.
+4.59%
+$1.45M 
FOX Fox Corporation Class B Common Stock
+4.51%
+$48,686.13 
BSX Boston Scientific Corporation
+4.5%
+$24,228.13 
CRM Salesforce Inc
+4.5%
+$903,841.3 
DDOG Datadog, Inc. Class A Common Stock
+4.47%
+$781,486.52 
MSTR Strategy Inc.
+4.38%
+$221,322.46 
PTC PTC Inc.
+4.33%
+$52,943.64 
BBY Best Buy Co., Inc.
+4.27%
+$77,072.32 
PODD Insulet Corporation
+4.27%
+$101,777.18 
BAH Booz Allen Hamilton Holding Corporation
+4.26%
+$38,508.06 
HONA Honeywell Aerospace Inc.
+4.18%
+$250,856.11 
SHOP Shopify Inc.
+4.15%
+$759,780.54 
PLTR Palantir Technologies Inc.
+4.13%
+$2.01M 
FOXA Fox Corporation
+4.07%
+$118,611.65 
DPZ Domino's Pizza Inc.
+4.03%
+$141,909.04 
YUM Yum! Brands, Inc.
+4.02%
+$127,208.5 
TCNNF Trulieve Cannabis Corp.
+3.98%
+$235,346.4 
TTWO Take-Two Interactive Software, Inc.
+3.98%
+$963,957.67 
RDDT Reddit Inc Class A
+3.83%
+$317,625 
BR Broadridge Financial Solutions, Inc.
+3.82%
+$14,819.92 
KR Kroger Co.
+3.76%
+$98,430.2 
NFLX Netflix, Inc.
+3.76%
+$1.57M 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.69%
+$146,421.03 
AXGN Axogen Inc.
+3.56%
+$702 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.48%
+$440,692.38 
M Macy's Inc.
+3.46%
+$18,950.58 
CI The Cigna Group
+3.39%
+$22,619.5 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+3.37%
+$46,480.54 
LYFT Lyft Inc.
+3.33%
+$24,376.47 
LDOS Leidos Holdings Inc.
+3.25%
+$66,763.46 
MCK McKesson Corporation
+3.23%
+$655.62 
ZBH Zimmer Biomet Holdings, Inc.
+3.23%
+$49,192.78 
ADP Automatic Data Processing Inc.
+3.12%
+$389,893.68 
GOOGL Alphabet Inc
+3.08%
+$7.07M 
PINS Pinterest, Inc. Class A
+3.07%
+$63,104.54 
CHRW C.H. Robinson Worldwide, Inc.
+3.03%
+$80,905.23 
SUI Sun Communities Inc.
+2.97%
+$30,246.4 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$426,982.92 
GOOG Alphabet Inc
+2.97%
+$5.69M 
META Meta Platforms Inc Class A
+2.91%
+$5.43M 
BDX Becton, Dickinson and Company
+2.79%
+$187,438.4 
FIVE Five Below, Inc.
+2.69%
+$4,254.02 
SE Sea Ltd.
+2.63%
+$8,153.02 
ELS Equity Lifestyle Properties Inc.
+2.6%
+$11,597.04 
CON Concentra Group Holdings Inc.
+2.58%
+$770.4 
AXON Axon Enterprise, Inc.
+2.49%
+$112,154.62 
SYK Stryker Corporation
+2.45%
+$276.55 
NVR NVR, Inc.
+2.43%
+$47,451.73 
JKHY Jack Henry & Associates, Inc.
+2.41%
+$10,588.52 
PAYX Paychex Inc.
+2.4%
+$116,201.22 
RMD ResMed Inc.
+2.38%
+$81,390.74 
EXPE Expedia Group, Inc.
+2.38%
+$154,498.86 
ISRG Intuitive Surgical, Inc.
+2.38%
+$366,366.75 
OVV Ovintiv Inc.
+2.35%
+$45,603 
MO Altria Group, Inc.
+2.32%
+$690,339.2 
MSI Motorola Solutions, Inc.
+2.3%
+$4,395.2 
MSFT Microsoft Corp.
+2.27%
+$11.3M 
WMT Walmart Inc.
+2.27%
+$1.77M 
WM Waste Management, Inc.
+2.25%
+$962,000 
HOOD Robinhood Markets, Inc.
+2.16%
+$7,241.4 
PDD PDD Holdings Inc. American Depositary Shares
+2.12%
+$128,258.73 
T AT&T Inc.
+2.07%
+$9,466.22 
GM General Motors Company
+2.04%
+$126,992.25 
LLY Eli Lilly and Company
+2.04%
+$747,671.55 
VRSN Verisign Inc.
+1.98%
+$52,129.73 
MCD McDonald's Corporation
+1.96%
+$5,704 
TGT Target Corporation
+1.96%
+$36,671.04 
VLTO Veralto Corporation
+1.92%
+$30,934.74 
STZ Constellation Brands, Inc.
+1.92%
+$69,719.2 
OTIS Otis Worldwide Corporation
+1.91%
+$58,799.49 
DXCM DexCom, Inc.
+1.87%
+$153,826.65 
GILD Gilead Sciences Inc.
+1.86%
+$397,637.76 
CCEP Coca-Cola Europacific Partners PLC
+1.85%
+$99,138.68 
SPGI S&P Global Inc.
+1.85%
+$329,900.8 
DGX Quest Diagnostics Inc.
+1.84%
+$371.52 
MHK Mohawk Industries, Inc.
+1.82%
+$9,607.33 
MTCH Match Group, Inc.
+1.79%
+$13,051.65 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$4,795.6 
ALL Allstate Corporation
+1.78%
+$78,746.12 
CME CME Group Inc.
+1.73%
+$131,364.75 
ABBV AbbVie Inc.
+1.73%
+$3,476.52 
COR Cencora, Inc.
+1.72%
+$331.8 
PM Philip Morris International Inc.
+1.7%
+$1.01M 
MNST Monster Beverage Corporation
+1.67%
+$242,283.6 
MAR Marriott International Inc. - Class A
+1.64%
+$169,090.59 
ROP Roper Technologies Inc.
+1.64%
+$74,804.71 
FAF First American Financial Corporation
+1.62%
+$4,379.23 
CL Colgate-Palmolive Company
+1.6%
+$261,939.94 
COST Costco Wholesale Corporation
+1.58%
+$968,982.48 
ZBIO Zenas BioPharma, Inc.
+1.56%
+$104,338.05 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$244,468.22 
ORLY O'Reilly Automotive Inc.
+1.54%
+$132,339.67 
DHR Danaher Corporation
+1.5%
+$49,693.04 
LHX L3Harris Technologies, Inc.
+1.46%
+$125,650 
WU Western Union Co.
+1.44%
+$4,910.1 
ELV Elevance Health, Inc.
+1.43%
+$108,054 
PGR Progressive Corporation
+1.4%
+$133,003.04 
UTHR United Therapeutics Corporation
+1.35%
+$17,104.46 
RSG Republic Services, Inc.
+1.33%
+$264,924 
UNH UnitedHealth Group Incorporated
+1.32%
+$1.49M 
EBAY eBay Inc.
+1.32%
+$21,463.11 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$205,882.62 
SNOW Snowflake Inc.
+1.27%
+$136,384.83 
TTC The Toro Company
+1.27%
+$4,115.84 
UBER Uber Technologies, Inc.
+1.27%
+$82,486.95 
JBHT J.B. Hunt Transport Services, Inc.
+1.27%
+$30,396.66 
DHI D.R. Horton, Inc.
+1.25%
+$31,134.81 
MAS Masco Corporation
+1.25%
+$23,986.26 
ROL Rollins, Inc.
+1.25%
+$12,103.44 
DDS Dillard's Inc.
+1.25%
+$4,665.6 
KVUE Kenvue Inc.
+1.21%
+$1,696.78 
CINF Cincinnati Financial Corporation
+1.21%
+$14,883 
AIG American International Group Inc.
+1.2%
+$22,545.9 
AMGN Amgen Inc.
+1.18%
+$280,220.32 
LH Labcorp Holdings Inc.
+1.18%
+$21,575.7 
IDXX IDEXX Laboratories, Inc.
+1.15%
+$94,446.91 
MTH Meritage Homes Corporation
+1.12%
+$35,301.6 
AVY Avery Dennison Corporation
+1.1%
+$16,160.54 
KO The Coca-Cola Company
+1.1%
+$425,641.82 
LOW Lowe's Companies Inc.
+1.06%
+$12,662.2 
AFG American Financial Group Inc.
+1.06%
+$1,791 
CBOE Cboe Global Markets Inc.
+1.05%
+$26,175.28 
ODFL Old Dominion Freight Line, Inc.
+1.05%
+$47,843.46 
V Visa Inc. Class A
+1.05%
+$1.36M 
HD The Home Depot, Inc.
+1%
+$349,776.77 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$162,000.72 
WCN Waste Connections Inc.
+0.96%
+$120,289.4 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$5,266.36 
EHC Encompass Health Corporation
+0.9%
+$75,973.29 
ILMN Illumina, Inc.
+0.9%
+$26,651.1 
ABT Abbott Laboratories
+0.87%
+$2,039.88 
PHM PulteGroup Inc.
+0.87%
+$290,874.5 
BKNG Booking Holdings Inc.
+0.86%
+$274,506 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$129,232.2 
HLI Houlihan Lokey Inc.
+0.79%
+$2,901.96 
MKL Markel Group Inc.
+0.77%
+$7,418.65 
SNA Snap-on Inc.
+0.77%
+$10,664.1 
PEN Penumbra Inc.
+0.75%
+$948.83 
OHI Omega Healthcare Investors Inc.
+0.74%
+$3,089.8 
DASH DoorDash, Inc.
+0.73%
+$167,988.42 
BMY Bristol-Myers Squibb Company
+0.73%
+$66,460.12 
HST Host Hotels & Resorts Inc.
+0.73%
+$6,237.3 
HIG The Hartford Insurance Group, Inc.
+0.73%
+$8,709.03 
SHW The Sherwin-Williams Company
+0.71%
+$63,760.32 
PYPL PayPal Holdings Inc
+0.71%
+$39,253.68 
INCY Incyte Corporation
+0.7%
+$17,271.15 
TRV The Travelers Companies, Inc.
+0.7%
+$39,585.72 
APA APA Corporation
+0.69%
+$10,543.72 
VICI Vici Properties Inc.
+0.69%
+$19,158.66 
ZIM ZIM Integrated Shipping Services Ltd.
+0.68%
+$6,611 
NBIX Neurocrine Biosciences Inc.
+0.66%
+$9,440.98 
URI United Rentals, Inc.
+0.65%
+$105,486.92 
ARGX argenx SE American Depositary Receipt
+0.63%
+$37,199.34 
PRI Primerica Inc.
+0.63%
+$1,500.69 
GL Globe Life Inc.
+0.63%
+$813.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$45,009.37 
MA Mastercard Incorporated
+0.61%
+$814,816.16 
ZION Zions Bancorporation, National Association
+0.6%
+$2,607.03 
ITW Illinois Tool Works Inc.
+0.58%
+$7,428.72 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$19,634.42 
JNJ Johnson & Johnson
+0.58%
+$530,852.27 
UDR UDR Inc.
+0.56%
+$7,120.03 
HTHT H World Group Limited American Depositary Receipt
+0.55%
+$173.22 
CHD Church & Dwight Co., Inc.
+0.55%
+$1,853.28 
AAPL Apple Inc.
+0.54%
+$2.36M 
EOG EOG Resources, Inc.
+0.53%
+$30,094.8 
PG Procter & Gamble Co
+0.52%
+$4,692.32 
REXR Rexford Industrial Realty, Inc.
+0.47%
+$2,302.2 
EXPD Expeditors International of Washington, Inc.
+0.47%
+$11,865.49 
OXY Occidental Petroleum Corporation
+0.46%
+$17,511.26 
RL Ralph Lauren Corporation
+0.46%
+$34,464.25 
MRK Merck & Co., Inc.
+0.44%
+$43,870.12 
DAL Delta Air Lines, Inc.
+0.39%
+$33,520.3 
RHP Ryman Hospitality Properties, Inc.
+0.39%
+$518.88 
MCO Moody's Corporation
+0.38%
+$6,804.98 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$426,980.09 
THC Tenet Healthcare Corporation
+0.37%
+$5,684.98 
GD General Dynamics Corporation
+0.36%
+$19,398 
EIX Edison International
+0.36%
+$6,586.6 
SBUX Starbucks Corporation
+0.35%
+$84,223.82 
HR Healthcare Realty Trust Incorporated
+0.34%
+$946.66 
MELI MercadoLibre, Inc.
+0.34%
+$38,624.95 
MTG MGIC Investment Corporation
+0.34%
+$958.44 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$27,789.02 
MAA Mid-America Apartment Communities, Inc.
+0.33%
+$442.8 
BYD Boyd Gaming Corporation
+0.29%
+$959.85 
FDX FedEx Corporation
+0.27%
+$13,631.52 
MET MetLife Inc.
+0.26%
+$920 
TSN Tyson Foods Inc.
+0.26%
+$1,970.6 
TMUS T-Mobile US, Inc.
+0.25%
+$56,817 
AOS A. O. Smith Corporation
+0.24%
+$1,346.52 
ALNY Alnylam Pharmaceuticals Inc
+0.24%
+$10,447.72 
OMF OneMain Holdings Inc.
+0.23%
+$420.36 
FAST Fastenal Co.
+0.21%
+$19,243.35 
SYF Synchrony Financial
+0.21%
+$6,980.32 
KDP Keurig Dr Pepper Inc.
+0.2%
+$10,142.14 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$385.77 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$9,533.58 
UNP Union Pacific Corporation
+0.18%
+$143,059.86 
AMH American Homes 4 Rent
+0.17%
+$411.01 
AES AES Corporation
+0.17%
+$1,587.83 
L Loews Corporation
+0.16%
+$910.35 
LAMR Lamar Advertising Company
+0.14%
+$717.15 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.12%
+$96,055.01 
TJX The TJX Companies, Inc.
+0.12%
+$20,504.81 
FANG Diamondback Energy Inc
+0.11%
+$7,385.18 
PRU Prudential Financial, Inc.
+0.09%
+$2,410.65 
CAH Cardinal Health Inc.
+0.08%
+$1,927.87 
ABNB Airbnb, Inc.
+0.07%
+$7,720.24 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$431.08 
PFE Pfizer Inc.
+0.05%
+$280.25 
SUNC Suncast Solar Energy Inc.
+0.05%
+$24,435.24 
PEP PepsiCo, Inc.
+0.04%
+$15,010.52 
ARMK Aramark
+0.04%
+$262.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$14,461.75 
ICE Intercontinental Exchange, Inc.
+0.03%
+$10,215.85 
KIM Kimco Realty Corporation
+0.02%
+$249.57 
PCAR PACCAR Inc.
+0.02%
+$1,228.14 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
GPS Gap Inc-The
0%
$0 
JAN JanOne Inc
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VIPS Vipshop Holdings Ltd - ADR
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TER Teradyne, Inc.
-13.05%
-$1.07M 
NOK Nokia Corporation Sponsored ADR
-12.71%
-$766,730.48 
SMTC Semtech Corporation
-11.08%
-$1.29M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.92%
-$693,717 
MKSI MKS Instruments Inc.
-10.55%
-$18,379.55 
LITE Lumentum Holdings Inc.
-9.93%
-$835,265.54 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$1.18M 
GEV GE Vernova Inc.
-8.66%
-$2.79M 
CIEN Ciena Corporation
-8.6%
-$80,564.08 
LRCX Lam Research Corporation
-7.91%
-$5.73M 
ENTG Entegris, Inc.
-7.86%
-$704,817 
STRL Sterling Infrastructure, Inc.
-7.76%
-$354,243.2 
VRT Vertiv Holdings Co
-7.13%
-$823,869.39 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$501,407.95 
STM STMicroelectronics N.V.
-6.99%
-$364,536 
KEYS Keysight Technologies, Inc.
-6.85%
-$139,376.05 
CEG Constellation Energy Corporation
-6.79%
-$814,968.26 
AMAT Applied Materials, Inc.
-6.73%
-$2.9M 
MRVL Marvell Technology, Inc.
-6.59%
-$1.73M 
BE Bloom Energy Corporation
-6.53%
-$490,266 
KLAC KLA Corporation
-6.44%
-$1.89M 
FIX Comfort Systems USA, Inc.
-6.24%
-$310,655.55 
CRWV CoreWeave, Inc.
-6.17%
-$286,632.9 
BZ Kanzhun Limited American Depositary Shares
-6.05%
-$945.25 
APH Amphenol Corporation
-5.64%
-$82,093.88 
ANET Arista Networks, Inc.
-5.51%
-$82,304.11 
CRS Carpenter Technology Corporation
-5.43%
-$20,346.3 
SRRK Scholar Rock Holding Corporation
-5.33%
-$362,909.46 
BAC Bank of America Corporation
-5.3%
-$3.05M 
INTC Intel Corporation
-5.3%
-$4.18M 
NBIS Nebius Group N.V.
-5.09%
-$293,653.88 
DELL Dell Technologies Inc.
-5.04%
-$43,544.39 
ENS EnerSys
-5.04%
-$11,037.84 
IONS Ionis Pharmaceuticals, Inc.
-5.04%
-$23,636.34 
VST Vistra Corp
-5.01%
-$432,341.87 
SLB Schlumberger Limited
-4.91%
-$577,912.5 
NXPI NXP Semiconductors N.V.
-4.79%
-$333,691.16 
AVGO Broadcom Inc.
-4.79%
-$7.78M 
MU Micron Technology, Inc.
-4.76%
-$9.38M 
ADI Analog Devices, Inc.
-4.53%
-$974,600.2 
HL Hecla Mining Company
-4.43%
-$7,670.25 
SNDK SanDisk Corporation
-4.42%
-$2.25M 
CAT Caterpillar Inc.
-4.15%
-$1.02M 
EME EMCOR Group, Inc.
-4.12%
-$34,245.22 
BKR Baker Hughes Company
-4.04%
-$276,066.25 
NTRS Northern Trust Corporation
-4.02%
-$88,960.9 
GS The Goldman Sachs Group, Inc.
-3.97%
-$27,887.01 
BWA BorgWarner Inc.
-3.95%
-$17,997.09 
AMD Advanced Micro Devices, Inc.
-3.9%
-$4.27M 
SNPS Synopsys, Inc.
-3.84%
-$349,041.66 
WDC Western Digital Corporation
-3.72%
-$1.23M 
MCHP Microchip Technology Incorporated
-3.68%
-$172,647.93 
CCJ Cameco Corporation
-3.51%
-$1.64M 
CDNS Cadence Design Systems, Inc.
-3.49%
-$611,220.27 
MS Morgan Stanley
-3.4%
-$834,369.66 
INSM Insmed Inc.
-3.36%
-$22,941.11 
BNY BlackRock New York Municipal Income Trust
-3.17%
-$518,314.63 
ARWR Arrowhead Pharmaceuticals Inc.
-3.08%
-$15,662.15 
CDE Coeur Mining, Inc.
-3.06%
-$70,515.9 
AYI Acuity Brands Inc.
-3.05%
-$15,061.91 
NEM Newmont Corporation
-2.92%
-$1.14M 
FCFS FirstCash Holdings, Inc.
-2.91%
-$3,824.87 
NVDA NVIDIA Corporation
-2.85%
-$17.75M 
CMI Cummins Inc.
-2.83%
-$118,807.62 
AA Alcoa Corporation
-2.71%
-$11,638.04 
SCCO Southern Copper Corporation
-2.61%
-$28,230.95 
EMR Emerson Electric Co.
-2.59%
-$15,590.47 
RS Reliance Inc.
-2.53%
-$16,536.86 
PH Parker-Hannifin Corporation
-2.5%
-$362,688.2 
STT State Street Corp
-2.5%
-$86,279.58 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.44%
-$66,886.87 
TDG TransDigm Group Inc.
-2.4%
-$986,043.05 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$1.13M 
EVR Evercore Inc.
-2.33%
-$12,168.8 
FCX Freeport-McMoRan Inc.
-2.33%
-$257,220.1 
VLO Valero Energy Corporation
-2.24%
-$265,863.39 
STX Seagate Technology Holdings plc
-2.23%
-$1.14M 
ROK Rockwell Automation, Inc.
-2.17%
-$61,705.57 
ULS Ul Solutions Inc.
-2.13%
-$5,104.16 
AWI Armstrong World Industries, Inc.
-2.05%
-$6,948.48 
PEG Public Service Enterprise Group Incorporated
-2.04%
-$49,286.96 
STLD Steel Dynamics Inc.
-2.02%
-$21,823.56 
GE General Electric Company
-1.98%
-$897,567.36 
CCI Crown Castle Inc.
-1.97%
-$28,774.88 
ALV Autoliv, Inc.
-1.96%
-$7,448.91 
TXN Texas Instruments Inc
-1.96%
-$839,377.49 
WFC Wells Fargo & Company
-1.94%
-$120,211 
PIPR Piper Sandler Companies
-1.93%
-$4,060.68 
NUE Nucor Corporation
-1.93%
-$63,849.87 
BBD Banco Bradesco S.A. ADR
-1.9%
-$3,471.03 
DD DuPont de Nemours, Inc.
-1.89%
-$40,264.8 
ALB Albemarle Corporation
-1.89%
-$7,334.88 
NDSN Nordson Corporation
-1.81%
-$19,033.05 
MLM Martin Marietta Materials, Inc.
-1.79%
-$5,112.79 
JPM JPMorgan Chase & Co.
-1.72%
-$1.55M 
MMM 3M Company
-1.71%
-$6,316.8 
XEL Xcel Energy Inc.
-1.68%
-$92,516.96 
AIT Applied Industrial Technologies Inc.
-1.67%
-$2,770.46 
CSCO Cisco Systems, Inc.
-1.65%
-$857,734 
HDB HDFC Bank Limited ADR
-1.52%
-$5,940.57 
KRYS Krystal Biotech Inc.
-1.52%
-$4,584.73 
CRUS Cirrus Logic, Inc.
-1.5%
-$3,650.78 
PCG PG&E Corporation
-1.49%
-$4,686.1 
ETR Entergy Corporation
-1.48%
-$153,987.6 
LNG Cheniere Energy Inc.
-1.47%
-$5,530.9 
C Citigroup Inc.
-1.47%
-$251,147.67 
CW Curtiss-Wright Corporation
-1.46%
-$100,368.6 
IRON Disc Medicine Inc.
-1.45%
-$67,244.43 
DECK Deckers Outdoor Corporation
-1.43%
-$37,748.33 
TSLA Tesla, Inc.
-1.4%
-$1.08M 
WMB The Williams Companies, Inc.
-1.4%
-$3,763.8 
TAL Tal Education Group
-1.4%
-$241.06 
UI Ubiquiti Inc.
-1.36%
-$2,757.13 
RTX RTX Corporation
-1.32%
-$10,021.46 
LEA Lear Corporation
-1.32%
-$3,950.25 
GNTX Gentex Corporation
-1.31%
-$2,876.07 
SEIC SEI Investments Company
-1.3%
-$4,416.11 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$47,614.27 
BLK BlackRock, Inc.
-1.28%
-$109,118.7 
CMCSA Comcast Corp
-1.23%
-$248,793.29 
CRC California Resources Corp
-1.23%
-$5,115.2 
AMZN Amazon.com Inc
-1.22%
-$4.9M 
FUTU Futu Holdings Limited - ADR
-1.22%
-$15,498.22 
DINO HF Sinclair Corporation
-1.18%
-$11,209.02 
IBKR Interactive Brokers Group Inc.
-1.1%
-$104,252.2 
KHC The Kraft Heinz Company
-1.1%
-$37,358.55 
CF CF Industries Holdings, Inc.
-1.09%
-$47,723.85 
MTB M&T Bank Corporation
-1.07%
-$119,813.4 
XPO XPO Inc.
-1.06%
-$69,175.06 
NI NiSource Inc.
-1.03%
-$14.87 
RKLB Rocket Lab Corporation
-1.02%
-$43,221.12 
JLL Jones Lang LaSalle Inc.
-1.01%
-$6,594 
QCOM QUALCOMM Incorporated
-0.99%
-$222,566.65 
FE FirstEnergy Corp.
-0.98%
-$948.6 
CVX Chevron Corporation
-0.94%
-$214,866.78 
UGI UGI Corporation
-0.91%
-$2,940.78 
EXC Exelon Corporation
-0.9%
-$51,251.46 
UHS Universal Health Services, Inc.
-0.88%
-$18,493.86 
HWM Howmet Aerospace Inc.
-0.87%
-$50,330 
XOM Exxon Mobil Corporation
-0.85%
-$296,584.71 
LVS Las Vegas Sands Corp.
-0.85%
-$23,751.65 
AEP American Electric Power Company, Inc.
-0.84%
-$81,312.4 
EWJ iShares MSCI Japan ETF
-0.84%
-$11,045.64 
DVN Devon Energy Corporation
-0.83%
-$22,385.51 
LEGN Legend Biotech Corporation American Depositary Shares
-0.81%
-$31,670.25 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$4,592.72 
APO Apollo Global Management, Inc.
-0.69%
-$203,484.93 
NEE NextEra Energy, Inc.
-0.69%
-$82,838.67 
OGE Oge Energy Corp.
-0.69%
-$1,821.76 
MSCI MSCI Inc.
-0.68%
-$26,525.72 
ACHC Acadia Healthcare Company, Inc.
-0.67%
-$66.12 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$208,776.08 
COP ConocoPhillips
-0.66%
-$6,712.23 
EFA iShares MSCI EAFE ETF
-0.65%
-$108,085.71 
FSLR First Solar, Inc.
-0.65%
-$2,972.93 
VFC V.F. Corporation
-0.65%
-$2,636.11 
LIN Linde plc
-0.62%
-$210,546.07 
TROW T. Rowe Price Group, Inc.
-0.6%
-$13,121.92 
RRC Range Resources Corporation
-0.59%
-$1,917.37 
ED Consolidated Edison, Inc.
-0.58%
-$12,936.92 
EWA iShares MSCI Australia ETF
-0.58%
-$1,707.82 
PLD Prologis Inc.
-0.57%
-$129,567.13 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$224,131.08 
CMS CMS Energy Corporation
-0.52%
-$499,077.6 
ES Eversource Energy
-0.51%
-$10,395.7 
TOL Toll Brothers Inc
-0.51%
-$187,195.62 
AMT American Tower Corporation
-0.49%
-$2,055.68 
HAS Hasbro Inc.
-0.47%
-$4,807.4 
HQY HealthEquity Inc.
-0.47%
-$2,142.9 
FERG Ferguson Enterprises Inc
-0.46%
-$2,539.98 
DUK Duke Energy Corporation
-0.45%
-$81,896.2 
SO The Southern Company
-0.43%
-$70,050 
NFG National Fuel Gas Company
-0.41%
-$1,107.48 
CSX CSX Corporation
-0.38%
-$40,103.37 
USB U.S. Bancorp
-0.37%
-$3,548.5 
RF Regions Financial Corporation
-0.36%
-$17,938.14 
NNN NNN REIT, Inc.
-0.35%
-$923.8 
ZM Zoom Video Communications, Inc.
-0.34%
-$10,928.28 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$102,595.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$57,349.75 
GWW W.W. Grainger, Inc.
-0.31%
-$1,516.8 
HCA HCA Healthcare Inc.
-0.31%
-$55,787.16 
EPD Enterprise Products Partners L.P.
-0.31%
-$61,119.36 
BRX Brixmor Property Group Inc.
-0.3%
-$843.79 
CTAS Cintas Corporation
-0.29%
-$27,072.66 
MPC Marathon Petroleum Corporation
-0.28%
-$12,450.79 
FR First Industrial Realty Trust Inc.
-0.26%
-$672 
CARR Carrier Global Corporation
-0.25%
-$80,619.71 
ADM Archer-Daniels-Midland Co
-0.25%
-$7,469.31 
STAG Stag Industrial Inc.
-0.24%
-$543.51 
BA Boeing Company
-0.23%
-$30,478 
ROST Ross Stores, Inc.
-0.21%
-$30,347.41 
MDLZ Mondelez International, Inc.
-0.2%
-$19,167.75 
TPR Tapestry Inc.
-0.2%
-$6,684.1 
EGP EastGroup Properties Inc.
-0.17%
-$479.49 
CFG Citizens Financial Group, Inc.
-0.16%
-$5,539.66 
PPG PPG Industries Inc.
-0.16%
-$1,341.45 
EWC iShares MSCI Canada ETF
-0.14%
-$1,146.22 
FNB F.N.B. Corporation
-0.14%
-$382.37 
TXRH Texas Roadhouse Inc.
-0.12%
-$247.94 
AIZ Assurant Inc.
-0.12%
-$652.46 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$62,114.11 
WAT Waters Corporation
-0.1%
-$6,921.71 
POR Portland General Electric Company
-0.1%
-$257.35 
CCK Crown Holdings Inc.
-0.09%
-$676.1 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$137,588.85 
GGG Graco Inc.
-0.08%
-$629.58 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$24,682.53 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$24,393.78 
SPG Simon Property Group, Inc.
-0.05%
-$1,746.8 
MBB iShares MBS ETF
-0.05%
-$12,796.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$1,360.2 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$41,285.05 
HYXF iShares ESG Advanced High Yield Fund
-0.03%
-$200.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$5,192 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$2,062.71 Events
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Dividends
Dividend Analysis
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| Trades 5850 | Longs Won 3551/5850 60% | Profit Factor 6.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.13M |
| Average Win $1.29M | Best Trade (Sep 04) $203.76M | Sharpe Ratio -24.52 |
| Average Loss -$312,128.09 | Worst Trade (Jun 29) -$36.93M | Z-Score -0.12 (9.87%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $662,463.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 8,884 | $463,211.76 | $417,103.8 | - | -$46,107.96 | -9.95% | -2.714% |
| AAPL Apple Inc. | 1.32M | $269.78M | $439.78M | - | $170M | 63.01% | +0.539% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 23,265 | $2.13M | $2.67M | - | $542,798.91 | 25.51% | -2.444% |
| ABBV AbbVie Inc. | 783 | $145,340.46 | $204,801.48 | - | $59,461.02 | 40.91% | +1.727% |
| ABNB Airbnb, Inc. | 70,184 | $9.8M | $11.95M | - | $2.15M | 21.98% | +0.065% |
| ABT Abbott Laboratories | 2,292 | $306,990.48 | $235,709.28 | - | -$71,281.2 | -23.22% | +0.873% |
| ACHC Acadia Healthcare Company, Inc. | 348 | $7,896.12 | $9,803.16 | - | $1,907.04 | 24.15% | -0.67% |
| ADBE Adobe Inc. | 125,025 | $47.69M | $32.98M | - | -$14.71M | -30.84% | +4.593% |
| ADI Analog Devices, Inc. | 56,828 | $14.48M | $20.55M | - | $6.07M | 41.96% | -4.528% |
| ADM Archer-Daniels-Midland Co | 34,741 | $2.07M | $3.01M | - | $939,382.86 | 45.47% | -0.248% |
| ADP Automatic Data Processing Inc. | 46,638 | $11.17M | $12.9M | - | $1.73M | 15.47% | +3.116% |
| ADSK Autodesk, Inc. | 37,833 | $9.35M | $8.67M | - | -$679,110.58 | -7.26% | +7.876% |
| AEP American Electric Power Company, Inc. | 78,185 | $9.06M | $9.56M | - | $496,594.05 | 5.48% | -0.843% |
| AES AES Corporation | 63,513 | $931,100.58 | $940,945.09 | - | $9,844.51 | 1.06% | +0.169% |
| AFG American Financial Group Inc. | 1,194 | $167,088.36 | $171,291.24 | - | $4,202.88 | 2.52% | +1.057% |
| AGG iShares Core U.S. Aggregate Bond ETF | 259,600 | $25.81M | $24.91M | - | -$895,580.83 | -3.47% | -0.021% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 28,739 | $729,970.6 | $738,735.99 | - | $8,765.39 | 1.2% | +0.058% |
| AIG American International Group Inc. | 25,051 | $1.87M | $1.91M | - | $42,586.7 | 2.28% | +1.195% |
| AIT Applied Industrial Technologies Inc. | 514 | $173,809.09 | $163,652.46 | - | -$10,156.63 | -5.84% | -1.665% |
| AIZ Assurant Inc. | 1,919 | $384,937.07 | $541,388.28 | - | $156,451.21 | 40.64% | -0.12% |
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FAQ
Which stocks have generated the highest profits for Lison Couture?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $201.01M, NVIDIA Corporation - $116.06M, Alphabet Inc - $72.97M, Amazon.com Inc - $72.33M, and Costco Wholesale Corporation - $66.52M. 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: Oracle Corporation - $34.93M, CRH plc - $17.22M, lululemon athletica inc - $9.76M, Target Corporation - $7.23M, and Dollar General Corporation - $6.56M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lison Couture's portfolio generate?
The portfolio generates substantial dividend income, with a total of $287.76M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $16.57M, SPDR Bloomberg Short Term High Yield Bond ETF - $11.67M, Microsoft Corp - $10.29M, Vanguard Short-Term Corporate Bond ETF - $8.63M, and CMS Energy Corporation - $8.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lison Couture's monthly returns?
Lison Couture'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 Lison Couture's strategy be considered aggressive or moderate?
Lison Couture'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 Lison Couture's strategy?
Lison Couture's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
