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:
61.98%
Gain -1.02%
Monthly
0.7%
Yearly
8.76%
Drawdown
20.65%
$447.18M
Equity
Holdings
$447.18M
Investment
$349.18M
$105.39M
Profit -$2.86M
Realized
$7.39M
Unrealized
$98M
Dividends
$27.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$2.86M
Win %
82%
This Week
Compared To Last Week
Gain
0.08%
Profit
$333,950.37
Win %
82%
This Month
Compared to last month
Gain
-1.19%
Profit
-$5.37M
Win %
82%
This Year
Compared to last year
Gain
8.79%
Profit
$36.13M
Win %
81%
AVGO Broadcom Inc.
+2.23%
+$5,545.81 
GEV GE Vernova Inc.
+1.73%
+$21,056.5 
MSFT Microsoft Corp.
+1.6%
+$14,754.6 
GOOGL Alphabet Inc
+1.17%
+$6,218.96 
BASG Brown Advisory Sustainable Growth ETF
+0.95%
+$3,061.05 
XOM Exxon Mobil Corporation
+0.95%
+$6,161.4 
AMZN Amazon.com Inc
+0.8%
+$7,223.04 
AHLT American Beacon AHL Trend ETF
+0.56%
+$1,271.04 
OKE ONEOK, Inc.
+0.43%
+$2,490.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.42%
+$55,368.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$91,900.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.37%
+$5,800.7 
NVDA NVIDIA Corporation
+0.34%
+$2,579.95 
JGRO JPMorgan Active Growth ETF
+0.27%
+$89,313 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.24%
+$1,610.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$22,584.15 
VUG Vanguard Growth ETF
+0.12%
+$1,263.15 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.12%
+$12,822.8 
OAEM OneAscent Emerging Markets ETF
+0.12%
+$1,623.2 
ASCI abrdn International Small Cap Active ETF
+0.11%
+$502 
FDLS Inspire Fidelis Multi Factor ETF
+0.07%
+$1,962.12 
PTL Inspire 500 ETF
+0.06%
+$2,784.62 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.05%
+$185.32 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$40 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$146.55 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.01%
+$143.75 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$27.36 
SHV iShares Short Treasury Bond ETF
+0.01%
+$52.62 
FARX
0%
$0 
FCBD
0%
$0 
FGSM
0%
$0 
FINT
0%
$0 
FLCE
0%
$0 
FOPC
0%
$0 
GE General Electric Company
-2.5%
-$40,660.91 
AAPL Apple Inc.
-2.48%
-$12,662.56 
NEE NextEra Energy, Inc.
-1.09%
-$3,136.01 
HEI Heico Corporation
-0.97%
-$3,124.12 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.94%
-$4,536 
COST Costco Wholesale Corporation
-0.88%
-$2,935.22 
JPM JPMorgan Chase & Co.
-0.82%
-$3,225.24 
IQLT iShares MSCI International Quality Factor ETF
-0.8%
-$135,962.55 
TPSC Timothy Plan US Small Cap Core ETF
-0.77%
-$14,007.46 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.74%
-$22,595.18 
ISMD Inspire Small/Mid Cap ETF
-0.71%
-$7,519.05 
WWJD Inspire International ETF
-0.7%
-$24,421.5 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$3,124.48 
BLES Inspire Global Hope ETF
-0.63%
-$17,111.4 
EFV iShares MSCI EAFE Value ETF
-0.63%
-$1,717.15 
VNQ Vanguard Real Estate ETF
-0.63%
-$22,484.7 
TPHD Timothy Plan High Dividend Stock ETF
-0.6%
-$9,729.98 
OAIM OneAscent International Equity ETF
-0.6%
-$11,439.08 
ABBV AbbVie Inc.
-0.58%
-$18,700.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$3,819.6 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.55%
-$3,750 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$2,548.98 
MGMT Ballast Small/Mid Cap ETF
-0.54%
-$2,344.62 
TDVG T. Rowe Price Dividend Growth ETF
-0.53%
-$51,745.46 
LVHI Franklin International Low Volatility High Dividend ETF
-0.49%
-$102,427.63 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$50,662.95 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.46%
-$2,558.52 
USRT iShares Core U.S. REIT ETF
-0.45%
-$8,659.23 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.43%
-$10,062.78 
JAVA JPMorgan Active Value ETF
-0.42%
-$4,683.97 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$215,494.2 
AKRE Akre Focus ETF
-0.39%
-$3,149.96 
VB Vanguard Small-Cap ETF
-0.39%
-$26,807.42 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.39%
-$7,985.06 
MCD McDonald's Corporation
-0.38%
-$855.79 
VTV Vanguard Value ETF
-0.37%
-$32,601.69 
AVDV Avantis International Small Cap Value ETF
-0.36%
-$244,301.01 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$6,112.76 
BIBL Inspire 100 ETF
-0.29%
-$2,528.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$816.21 
GLD SPDR Gold Shares
-0.24%
-$1,957.48 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.23%
-$471.29 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$23,340.54 
WM Waste Management, Inc.
-0.23%
-$557.82 
TIP iShares TIPS Bond ETF
-0.22%
-$15,405.19 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$15,208.13 
NTSX WisdomTree U.S. Efficient Core Fund
-0.18%
-$1,377.39 
PVAL Putnam Focused Large Cap Value ETF
-0.17%
-$37,094.76 
FLXR TCW Flexible Income ETF
-0.14%
-$2,673.66 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.13%
-$28,844.64 
IVV iShares Core S&P 500 ETF
-0.1%
-$2,261.82 
LRGF iShares U.S. Equity Factor ETF
-0.09%
-$564.48 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$270.4 
MMIT NYLI MacKay Muni Intermediate ETF
-0.08%
-$814.52 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$910.03 
FEGE First Eagle Global Equity ETF
-0.06%
-$5,931.95 
FEOE First Eagle Overseas Equity ETF
-0.06%
-$2,130.48 Events
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Dividends
Dividend Analysis
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| Trades 1058 | Longs Won 706/1058 66% | Profit Factor 5.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $725,210.5 |
| Average Win $182,903.13 | Best Trade (Jul 27) $18.7M | Sharpe Ratio -9.04 |
| Average Loss -$67,452.02 | Worst Trade (Sep 30) -$1.94M | Z-Score -3.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $99,609.78 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $8.43M, Avantis International Small Cap Value ETF - $3.81M, iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $3.31M, iShares Core S&P 500 ETF - $2.95M, and iShares Core S&P Small-Cap ETF - $2.29M. 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 MSCI Emerging Markets Asia ETF - $800,999.75, and iShares Core U.S. Aggregate Bond ETF - $759,477.13. 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 $27.94M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $3.01M, Vanguard FTSE Emerging Markets ETF - $2.58M, iShares Core S&P Small-Cap ETF - $1.86M, Franklin International Low Volatility High Dividend ETF - $1.55M, 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.
