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:
74.71%
Gain -0.75%
Monthly
0.76%
Yearly
9.45%
Drawdown
20.61%
$493.87M
Equity
Holdings
$493.87M
Investment
$385.8M
$118.13M
Profit -$1.5M
Realized
$10.05M
Unrealized
$108.07M
Dividends
$28.9M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.5M
Win %
78%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$5.91M
Win %
78%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.41M
Win %
78%
This Year
Compared to last year
Gain
1.54%
Profit
$7.51M
Win %
78%
FINT
FINT
+43.56%
+$5,828.55 FGSM
FGSM
+38.27%
+$3,002.38 FLCE
FLCE
+24.56%
+$4,908.03 FARX
FARX
+14.47%
+$263.32 
AVGO Broadcom Inc.
+1.54%
+$3,477.6 FOPC
FOPC
+1.2%
+$83.45 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$101,922.68 
ISMD Inspire Small/Mid Cap ETF
+0.98%
+$5,295.92 FCBD
FCBD
+0.85%
+$65.53 
COST Costco Wholesale Corporation
+0.62%
+$1,980.68 
TIP iShares TIPS Bond ETF
+0.59%
+$42,085.89 
AAPL Apple Inc.
+0.45%
+$1,715.96 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.42%
+$1,660.98 
PTL Inspire 500 ETF
+0.39%
+$23,310.25 
CTAS Cintas Corporation
+0.37%
+$953.26 
LVHI Franklin International Low Volatility High Dividend ETF
+0.35%
+$77,136.75 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.35%
+$4,146.45 
HEI Heico Corporation
+0.23%
+$809.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$57,361.47 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$3,210.4 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$79,879.09 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$1,496.93 
SHV iShares Short Treasury Bond ETF
+0.01%
+$107.76 
BAC Bank of America Corporation
0%
$0 
MSFT Microsoft Corp.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
TSPA T. Rowe Price U.S. Equity Research ETF
0%
$0 
TMSL T. Rowe Price Small-Mid Cap ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
JGRO JPMorgan Active Growth ETF
-3.9%
-$1.36M 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-3.23%
-$68,811.84 
BIBL Inspire 100 ETF
-3.03%
-$34,906.1 
OAEM OneAscent Emerging Markets ETF
-2.92%
-$39,568.99 
LRGF iShares U.S. Equity Factor ETF
-2.9%
-$18,525.49 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.83%
-$327,162.66 
ASCI abrdn International Small Cap Active ETF
-2.47%
-$10,557.02 
SCZ iShares MSCI EAFE Small-Cap ETF
-2.35%
-$265,668.38 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$1.26M 
FEGE First Eagle Global Equity ETF
-2.19%
-$213,036.04 
BLES Inspire Global Hope ETF
-2%
-$55,771.65 
TDVG T. Rowe Price Dividend Growth ETF
-1.96%
-$196,067.52 
MGMT Ballast Small/Mid Cap ETF
-1.94%
-$5,214.78 
IQLT iShares MSCI International Quality Factor ETF
-1.86%
-$339,867.25 
VTV Vanguard Value ETF
-1.8%
-$158,461.31 
AKRE Akre Focus ETF
-1.79%
-$15,033.9 
OAIM OneAscent International Equity ETF
-1.78%
-$34,317.69 
GE General Electric Company
-1.75%
-$30,842.08 
GEV GE Vernova Inc.
-1.74%
-$20,097.1 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-1.72%
-$10,143.76 
FDLS Inspire Fidelis Multi Factor ETF
-1.7%
-$32,892.29 
WWJD Inspire International ETF
-1.66%
-$58,453.48 
FEOE First Eagle Overseas Equity ETF
-1.53%
-$137,274.06 
NEE NextEra Energy, Inc.
-1.5%
-$4,171.86 
GOOGL Alphabet Inc
-1.29%
-$6,832.79 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.99%
-$29,216 
ABBV AbbVie Inc.
-0.97%
-$26,342.4 
TPSC Timothy Plan US Small Cap Core ETF
-0.71%
-$5,269.89 
NTSX WisdomTree U.S. Efficient Core Fund
-0.69%
-$5,130.73 
MMIT NYLI MacKay Muni Intermediate ETF
-0.62%
-$5,620.35 
TPHD Timothy Plan High Dividend Stock ETF
-0.57%
-$9,987.69 
JPM JPMorgan Chase & Co.
-0.48%
-$1,979.72 
JAVA JPMorgan Active Value ETF
-0.39%
-$4,493.76 
ABT Abbott Laboratories
-0.24%
-$4,967 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$24,506.68 
IVV iShares Core S&P 500 ETF
-0.16%
-$3,626.01 
AMZN Amazon.com Inc
-0.14%
-$1,434.77 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$439.32 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$11,741.07 
NVDA NVIDIA Corporation
-0.1%
-$758.77 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$1,491.35 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$2,940.7 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$86.46 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$298.23 Events
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Dividends
Dividend Analysis
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| Trades 1145 | Longs Won 793/1145 69% | Profit Factor 5.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $813,358.87 |
| Average Win $179,956.1 | Best Trade (Sep 03) $24.01M | Sharpe Ratio -8.92 |
| Average Loss -$69,791.86 | Worst Trade (Sep 30) -$1.94M | Z-Score -1.81 (94.71%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $103,166.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,217 | $285,831.11 | $380,202.97 | - | $94,371.86 | 33.02% | +0.453% |
| ABBV AbbVie Inc. | 10,976 | $1.52M | $2.68M | - | $1.15M | 75.75% | -0.975% |
| ABT Abbott Laboratories | 19,868 | $1.8M | $2.1M | - | $292,456.96 | 16.22% | -0.236% |
| AKRE Akre Focus ETF | 14,318 | $937,972.18 | $823,141.82 | - | -$114,830.36 | -12.24% | -1.794% |
| AMZN Amazon.com Inc | 3,679 | $574,806 | $1M | - | $426,838.54 | 74.26% | -0.143% |
| ASCI abrdn International Small Cap Active ETF | 11,563 | $398,807.87 | $416,903.96 | - | $18,096.09 | 4.54% | -2.47% |
| AVDV Avantis International Small Cap Value ETF | 665,648 | $48.56M | $72.01M | - | $23.45M | 48.3% | +0.111% |
| AVGO Broadcom Inc. | 540 | $167,135.4 | $229,348.8 | - | $62,213.4 | 37.22% | +1.54% |
| AVUV Avantis U.S. Small Cap Value ETF | 67,948 | $8.48M | $8.75M | - | $270,433.72 | 3.19% | +1.179% |
| BAC Bank of America Corporation | 3,686 | $210,028.28 | $233,139.5 | - | $23,111.22 | 11% | 0.0 |
| BIBL Inspire 100 ETF | 20,533 | $821,231.35 | $1.12M | - | $297,201.16 | 36.19% | -3.027% |
| BLES Inspire Global Hope ETF | 56,335 | $2.08M | $2.74M | - | $657,904.76 | 31.66% | -1.998% |
| BRK-B Berkshire Hathaway Inc. | 534 | $267,208.26 | $277,065.9 | - | $9,857.64 | 3.69% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 4,184 | $316,189.59 | $324,029.88 | - | $7,840.29 | 2.48% | -0.135% |
| COST Costco Wholesale Corporation | 338 | $291,470.92 | $320,373.29 | - | $28,902.37 | 9.92% | +0.622% |
| CTAS Cintas Corporation | 1,271 | $216,171.68 | $256,932.65 | - | $40,760.97 | 18.86% | +0.372% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 22,538 | $648,454.94 | $691,916.6 | - | $43,461.66 | 6.7% | 0.0 |
| EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF | 5,358 | $298,323.66 | $394,616.7 | - | $96,293.04 | 32.28% | +0.423% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 26,273 | $2.4M | $2.43M | - | $33,776.92 | 1.41% | 0.0 |
| EFV iShares MSCI EAFE Value ETF | 3,101 | $198,984.65 | $252,886.55 | - | $53,901.9 | 27.09% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Lawrence M. Korchan?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Emerging Markets ETF - $8.55M, Avantis International Small Cap Value ETF - $4.17M, iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $3.31M, iShares Core S&P 500 ETF - $2.99M, and iShares Core S&P Small-Cap ETF - $2.27M. 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: SPDR Portfolio Long Term Treasury ETF - $4.6M, iShares 20+ Year Treasury Bond ETF - $1.56M, iMGP DBi Managed Futures Strategy ETF - $1.45M, iShares Core U.S. Aggregate Bond ETF - $761,353.48, and iShares MSCI Emerging Markets Asia ETF - $618,866.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lawrence M. Korchan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.9M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $3.37M, Vanguard FTSE Emerging Markets ETF - $2.58M, iShares Core S&P Small-Cap ETF - $1.84M, Franklin International Low Volatility High Dividend ETF - $1.73M, and iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lawrence M. Korchan's monthly returns?
Lawrence M. Korchan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lawrence M. Korchan's strategy be considered aggressive or moderate?
Lawrence M. Korchan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Lawrence M. Korchan's strategy?
Lawrence M. Korchan'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.
