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:
85.29%
Gain +0.93%
Monthly
0.68%
Yearly
8.48%
Drawdown
20.62%
$483.93M
Equity
Holdings
$483.93M
Investment
$385.8M
$108.2M
Profit +$2.87M
Realized
$10.06M
Unrealized
$98.13M
Dividends
$29.43M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.93%
Profit
$2.87M
Win %
79%
This Week
Compared To Last Week
Gain
0.6%
Profit
$2.87M
Win %
79%
This Month
Compared to last month
Gain
-0.15%
Profit
-$718,062.02
Win %
79%
This Year
Compared to last year
Gain
-0.5%
Profit
-$2.42M
Win %
78%
GEV GE Vernova Inc.
+4.83%
+$44,814.44 
HEI HEICO Corporation
+3.21%
+$8,986.56 
AVGO Broadcom Inc.
+2.59%
+$4,504.41 
RTX RTX Corporation
+2.48%
+$42,508.56 
NVDA NVIDIA Corporation
+2.17%
+$15,067.19 
IVW iShares S&P 500 Growth ETF
+1.14%
+$306,597.75 
FDLS Inspire Fidelis Multi Factor ETF
+1.08%
+$20,050.81 
BIBL Inspire 100 ETF
+1.08%
+$11,703.81 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.08%
+$18,749.25 
JGRO JPMorgan Active Growth ETF
+1.06%
+$356,423.92 
MSFT Microsoft Corporation Common Stock
+1.05%
+$12,630.52 
TMSL T. Rowe Price Small-Mid Cap ETF
+1.05%
+$4,840.51 
GE General Electric Company
+1.02%
+$13,502.03 
PTL Inspire 500 ETF
+1%
+$56,464.8 
AVDV Avantis International Small Cap Value ETF
+0.97%
+$678,960.96 
ABT Abbott Laboratories
+0.96%
+$19,868 
JPM JPMorgan Chase & Co.
+0.87%
+$3,303.38 
ISMD Inspire Small/Mid Cap ETF
+0.84%
+$4,215.12 
IJR iShares Core S&P Small-Cap ETF
+0.81%
+$405,003.2 
BAC Bank of America Corporation
+0.78%
+$1,456.34 
AVUV Avantis U.S. Small Cap Value ETF
+0.75%
+$62,172.42 
NTSX WisdomTree U.S. Efficient Core Fund
+0.72%
+$5,191.8 
IVV iShares Core S&P 500 ETF
+0.71%
+$16,081.34 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.69%
+$74,965.83 
MGMT Ballast Small/Mid Cap ETF
+0.69%
+$1,746.74 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$251,749.87 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.66%
+$7,878.26 
VB Vanguard Small-Cap ETF
+0.62%
+$34,511.2 
LRGF iShares U.S. Equity Factor ETF
+0.61%
+$3,876.47 
LVHI Franklin International Low Volatility High Dividend Index ETF
+0.61%
+$133,703.7 
OAIM OneAscent International Equity ETF
+0.59%
+$10,991.43 
EFV iShares MSCI EAFE Value ETF
+0.58%
+$1,410.95 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$1,620.68 
IEFA iShares Core MSCI EAFE ETF
+0.54%
+$2,480.76 
BLES Inspire Global Hope ETF
+0.54%
+$14,365.42 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$10,751.85 
TDVG T. Rowe Price Dividend Growth Fund
+0.51%
+$50,502.24 
IQLT iShares MSCI Intl Quality Factor ETF
+0.5%
+$89,438.75 
GLD SPDR Gold Shares
+0.48%
+$4,058.58 
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
+0.48%
+$4,178.7 
JEPI JPMorgan Equity Premium Income ETF
+0.47%
+$10,835.1 
VTV Vanguard Morningstar Value ETF
+0.47%
+$41,576.26 
ABBV AbbVie Inc.
+0.46%
+$14,268.69 
TPSC Timothy Plan US Small Cap Core ETF
+0.46%
+$3,189.27 
VNQ Vanguard Real Estate ETF
+0.45%
+$26,869.92 
PVAL Putnam Focused Large Cap Value ETF
+0.44%
+$97,078.74 
USRT iShares Core U.S. REIT ETF
+0.44%
+$7,725.57 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$12,270.72 
JAVA JPMorgan Active Value ETF
+0.4%
+$4,634.19 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.38%
+$2,190.13 
XOM ExxonMobil Holdings Corporation
+0.35%
+$2,824.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.34%
+$8,670.09 
CTAS Cintas Corporation
+0.31%
+$876.98 
IVE iShares S&P 500 Value ETF
+0.26%
+$1,224.37 
MMIT NYLI MacKay Muni Intermediate ETF
+0.26%
+$2,248.14 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.24%
+$2,534.95 
AMZN Amazon.com Inc
+0.21%
+$1,876.29 
TPHD Timothy Plan High Dividend Stock ETF
+0.19%
+$3,437.06 
NEE NextEra Energy Inc.
+0.18%
+$468.93 
OAEM OneAscent Emerging Markets ETF
+0.16%
+$2,131.95 
FLXR TCW Flexible Income ETF
+0.1%
+$2,300.4 
TIP iShares TIPS Bond ETF
+0.06%
+$4,008.18 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$3,913.69 
COST Costco Wholesale Corp
+0.04%
+$128.44 
EMGF iShares Emerging Markets Equity Factor ETF
+0.04%
+$4,130.85 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$2,058.49 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$83.07 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$43.23 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$53.87 
BSV Vanguard Short-Term Bond ETF
0%
$0 FARX
FARX
0%
$0 FCBD
FCBD
0%
$0 FGSM
FGSM
0%
$0 FOPC
FOPC
0%
$0 FINT
FINT
0%
$0 FLCE
FLCE
0%
$0 
AKRE Akre Focus ETF
-1.33%
-$11,382.81 
AAPL Apple Inc.
-1.02%
-$4,333.37 
ASCI abrdn International Small Cap Active ETF
-0.81%
-$3,365.99 
FEGE First Eagle Global Equity ETF
-0.68%
-$66,340.27 
VWO Vanguard FTSE Emerging Markets ETF
-0.55%
-$77,197.37 
IEMG iShares Core MSCI Emerging Markets ETF
-0.49%
-$55,965.46 
FEOE First Eagle Overseas Equity ETF
-0.41%
-$36,712.83 
WWJD Inspire International ETF
-0.37%
-$12,650.38 
GOOGL Alphabet Inc
-0.16%
-$750.73 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.12%
-$901.52 
OKE ONEOK, Inc.
-0.12%
-$716.11 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.06%
-$241.11 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$409.18 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$528.82 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1145 | Longs Won 789/1145 68% | Profit Factor 5.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $725,870.43 |
| Average Win $168,813.35 | Best Trade (Oct 21) $20.72M | Sharpe Ratio -8.92 |
| Average Loss -$70,215.92 | Worst Trade (Sep 30) -$1.94M | Z-Score 1.99 (95.37%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $94,495.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,217 | $285,831.11 | $418,847.95 | - | $133,016.84 | 46.54% | -1.024% |
| ABBV AbbVie Inc. | 10,976 | $1.52M | $3.15M | - | $1.63M | 106.85% | +0.455% |
| ABT Abbott Laboratories | 19,868 | $1.8M | $2.08M | - | $277,357.28 | 15.38% | +0.964% |
| AKRE Akre Focus ETF | 14,318 | $937,972.18 | $842,685.89 | - | -$95,286.29 | -10.16% | -1.333% |
| AMZN Amazon.com Inc | 3,679 | $574,806 | $914,268.29 | - | $339,462.29 | 59.06% | +0.206% |
| ASCI abrdn International Small Cap Active ETF | 11,563 | $398,807.87 | $409,908.35 | - | $11,100.48 | 2.78% | -0.814% |
| AVDV Avantis International Small Cap Value ETF | 665,648 | $48.56M | $70.54M | - | $21.98M | 45.27% | +0.972% |
| AVGO Broadcom Inc. | 540 | $167,135.4 | $178,211.61 | - | $11,076.21 | 6.63% | +2.593% |
| AVUV Avantis U.S. Small Cap Value ETF | 67,948 | $8.48M | $8.36M | - | -$121,287.18 | -1.43% | +0.75% |
| BAC Bank of America Corporation | 3,686 | $210,028.28 | $187,820.5 | - | -$22,207.78 | -10.57% | +0.781% |
| BIBL Inspire 100 ETF | 20,533 | $821,231.35 | $1.09M | - | $272,972.22 | 33.24% | +1.081% |
| BLES Inspire Global Hope ETF | 56,335 | $2.08M | $2.7M | - | $621,568.68 | 29.91% | +0.535% |
| BRK-B Berkshire Hathaway Inc. | 534 | $267,208.26 | $291,150.14 | - | $23,941.88 | 8.96% | +0.56% |
| BSV Vanguard Short-Term Bond ETF | 4,184 | $316,189.59 | $321,289.36 | - | $5,099.77 | 1.61% | 0.0 |
| COST Costco Wholesale Corp | 338 | $291,470.92 | $339,250.6 | - | $47,779.68 | 16.39% | +0.038% |
| CTAS Cintas Corporation | 1,271 | $216,171.68 | $285,708.09 | - | $69,536.41 | 32.17% | +0.308% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 22,538 | $648,454.94 | $736,767.22 | - | $88,312.28 | 13.62% | -0.122% |
| EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | 5,358 | $298,323.66 | $383,364.9 | - | $85,041.24 | 28.51% | -0.063% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 26,273 | $2.4M | $2.53M | - | $131,249.75 | 5.47% | +0.344% |
| EFV iShares MSCI EAFE Value ETF | 3,101 | $198,984.65 | $245,893.79 | - | $46,909.14 | 23.57% | +0.577% |
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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 - $8.58M, Avantis International Small Cap Value ETF - $4.17M, iShares MSCI Emerging Markets Min Vol Factor ETF - $3.31M, iShares Core S&P 500 ETF - $2.99M, and iShares Core S&P Small-Cap ETF - $2.46M. 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 - $4.59M, 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 $29.43M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $3.37M, Vanguard FTSE Emerging Markets ETF - $2.6M, iShares Core S&P Small-Cap ETF - $2.03M, Franklin International Low Volatility High Dividend Index ETF - $1.73M, and iShares MSCI Emerging Markets Min Vol 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.
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