LMK
Lawrence M. Korchan Portfolio
Invests via Frontier Asset Management LLC | Managed by Clifford Stanton, Paul Wright, Ali Toyran
Invests via Frontier Asset Management LLC
Managed by Clifford Stanton, Paul Wright, Ali Toyran
Automatically Tracked
Lawrence M. Korchan Profile
Lawrence M. Korchan is a seasoned operating executive known for his dynamic leadership in the technology sector. With extensive experience in spearheading corporate growth initiatives, he has played pivotal roles in driving strategic transformation at various enterprises. His reputation as an industry consolidator has enabled him to navigate complex market landscapes and forge impactful partnerships that accelerate innovation and operational efficiency. Over the years, he has been instrumental in establishing forward-thinking organizational frameworks that enhance scalability and foster resilience against market fluctuations. With a strong educational background supporting his practical expertise, Korchan continues to be a prominent figure in shaping competitive advantages within rapidly evolving industries.
Lawrence M. Korchan is a seasoned operating executive known for his dynamic leadership in the technology sector. With extensive experience in spearheading corporate growth initiatives, he has played pivotal roles in driving strategic transformation at various enterprises. His reputation as an industry consolidator has enabled him to navigate complex market landscapes and forge impactful partnerships that accelerate innovation and operational efficiency. Over the years, he has been instrumental in establishing forward-thinking organizational frameworks that enhance scalability and foster resilience against market fluctuations. With a strong educational background supporting his practical expertise, Korchan continues to be a prominent figure in shaping competitive advantages within rapidly evolving industries.
Investment Philosophy & Strategy
In the dynamic landscape of technology, growth opportunities are abundant for astute investors. Lawrence M. Korchan leverages his extensive operational expertise to identify and capitalize on emerging trends, focusing on companies poised for significant transformation. His strategic insight is reflected in a commitment to fostering innovation-driven businesses that adapt swiftly to market shifts. With an entrepreneurial mindset, he emphasizes building scalable models that not only enhance profitability but also expand competitive reach within targeted sectors. This approach ensures robust capital allocation toward ventures with high potential for sustainable development.
In the dynamic landscape of technology, growth opportunities are abundant for astute investors. Lawrence M. Korchan leverages his extensive operational expertise to identify and capitalize on emerging trends, focusing on companies poised for significant transformation. His strategic insight is reflected in a commitment to fostering innovation-driven businesses that adapt swiftly to market shifts. With an entrepreneurial mindset, he emphasizes building scalable models that not only enhance profitability but also expand competitive reach within targeted sectors. This approach ensures robust capital allocation toward ventures with high potential for sustainable development.
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:
34.17%
Gain +0.05%
Monthly
0.33%
Yearly
4.01%
Drawdown
17.23%
$448.38M
Equity
Holdings
$448.38M
Investment
$349.18M
$106.59M
Profit +$278,508.98
Realized
$7.39M
Unrealized
$99.2M
Dividends
$25.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.05%
Profit
$278,508.98
Win %
80%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$5.03M
Win %
80%
This Month
Compared to last month
Gain
-1.14%
Profit
-$5.17M
Win %
80%
This Year
Compared to last year
Gain
3.69%
Profit
$19.26M
Win %
80%
GEV GE Vernova Inc.
+1.46%
+$15,191.5 
JPM JPMorgan Chase & Co.
+0.96%
+$3,468 
ABBV AbbVie Inc.
+0.69%
+$19,328.54 
TMSL T. Rowe Price Small-Mid Cap ETF
+0.64%
+$3,061.8 
XOM Exxon Mobil Corporation
+0.62%
+$3,982.86 
VNQ Vanguard Real Estate ETF
+0.61%
+$21,414 
USRT iShares Core U.S. REIT ETF
+0.57%
+$10,474.87 
BIBL Inspire 100 ETF
+0.48%
+$4,188.59 
OAEM OneAscent Emerging Markets ETF
+0.46%
+$6,540.38 
PVAL Putnam Focused Large Cap Value ETF
+0.33%
+$70,067.88 
TPSC Timothy Plan US Small Cap Core ETF
+0.31%
+$5,413.69 
NTSX WisdomTree U.S. Efficient Core Fund
+0.29%
+$2,230.06 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$147,257.96 
FDLS Inspire Fidelis Multi Factor ETF
+0.28%
+$7,619.57 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$1,717.44 
OKE ONEOK, Inc.
+0.25%
+$1,369.94 
MCD McDonald's Corporation
+0.24%
+$578.91 
WM Waste Management, Inc.
+0.23%
+$516.51 
BLES Inspire Global Hope ETF
+0.21%
+$5,610.02 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.21%
+$820.73 
AVDV Avantis International Small Cap Value ETF
+0.2%
+$138,657.33 
NEE NextEra Energy, Inc.
+0.18%
+$484.95 
VTV Vanguard Value ETF
+0.17%
+$14,690.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$25,094 
JAVA JPMorgan Active Value ETF
+0.14%
+$1,468.11 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.12%
+$2,502.78 
TPHD Timothy Plan High Dividend Stock ETF
+0.1%
+$1,496.92 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.08%
+$9,617.1 
PTL Inspire 500 ETF
+0.07%
+$3,609.86 
IVE ISHARES S&P 500 VALUE ETF
+0.02%
+$80.94 
SHV iShares Short Treasury Bond ETF
+0.02%
+$212.58 
LVHI Franklin International Low Volatility High Dividend ETF
+0.01%
+$2,498.24 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$20 
AHLT American Beacon AHL Trend ETF
0%
$0 
FARX
0%
$0 
FCBD
0%
$0 
FGSM
0%
$0 
FINT
0%
$0 
FLCE
0%
$0 
FOPC
0%
$0 
MGMT Ballast Small/Mid Cap ETF
0%
$0 
OAIM OneAscent International Equity ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
AMZN Amazon.com Inc
-2.81%
-$24,769.88 
MSFT Microsoft Corp.
-1.84%
-$16,838.98 
AAPL Apple Inc.
-1.37%
-$6,223.98 
AVGO Broadcom Inc.
-1.25%
-$3,234.23 
HEI Heico Corporation
-0.92%
-$2,931.22 
AKRE Akre Focus ETF
-0.84%
-$6,586.28 
BASG Brown Advisory Sustainable Growth ETF
-0.8%
-$2,507.11 
GE General Electric Company
-0.73%
-$11,288.42 
FEOE First Eagle Overseas Equity ETF
-0.63%
-$24,145.44 
ASCI abrdn International Small Cap Active ETF
-0.62%
-$2,889.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.62%
-$152,557.32 
VUG Vanguard Growth ETF
-0.59%
-$6,015 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$2,685.1 
ISMD Inspire Small/Mid Cap ETF
-0.56%
-$5,800.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.55%
-$3,724.11 
IEMG iShares Core MSCI Emerging Markets ETF
-0.54%
-$74,961.04 
FEGE First Eagle Global Equity ETF
-0.53%
-$49,591.88 
IQLT iShares MSCI International Quality Factor ETF
-0.52%
-$89,494.34 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.52%
-$16,054.47 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.47%
-$11,094.86 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.47%
-$5,318.94 
NVDA NVIDIA Corporation
-0.43%
-$3,327.71 
GLD SPDR Gold Shares
-0.4%
-$3,465.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.38%
-$6,070.5 
JGRO JPMorgan Active Growth ETF
-0.37%
-$125,038.2 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.35%
-$79,322.76 
WWJD Inspire International ETF
-0.31%
-$10,854 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.29%
-$2,031.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$801.1 
GOOGL Alphabet Inc
-0.26%
-$1,421.02 
IVV iShares Core S&P 500 ETF
-0.26%
-$5,829.08 
LRGF iShares U.S. Equity Factor ETF
-0.23%
-$1,370.88 
EFV iShares MSCI EAFE Value ETF
-0.22%
-$589.73 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$401.46 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.19%
-$20,784.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$13,656.28 
MMIT NYLI MacKay Muni Intermediate ETF
-0.18%
-$1,832.67 
JEPI JPMorgan Equity Premium Income Fund
-0.16%
-$3,334.23 
TIP iShares TIPS Bond ETF
-0.15%
-$10,488.64 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.13%
-$723.06 
SCHP Schwab U.S. TIPS ETF
-0.09%
-$9,725.23 
FLXR TCW Flexible Income ETF
-0.09%
-$1,701.42 
TDVG T. Rowe Price Dividend Growth ETF
-0.08%
-$7,960.84 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$732.75 
VB Vanguard Small-Cap ETF
-0.07%
-$4,545.65 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$208 
COST Costco Wholesale Corporation
-0.05%
-$163.76 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$567.35 Events
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Dividends
Dividend Analysis
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| Trades 1058 | Longs Won 711/1058 67% | Profit Factor 5.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $748,763.06 |
| Average Win $182,870.78 | Best Trade (Jun 12) $19.61M | Sharpe Ratio -9 |
| Average Loss -$67,532.74 | Worst Trade (Sep 30) -$1.94M | Z-Score 1.33 (81.78%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $100,744.11 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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Returns
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