Nelson J. Lam Portfolio
Invests via LAM GROUP Inc. | Managed by Nelson J. Lam, Bettina Lee
Invests via LAM GROUP Inc.
Managed by Nelson J. Lam, Bettina Lee
Automatically Tracked
Nelson J. Lam Profile
Nelson J. Lam is an accomplished executive with a significant footprint in the technology and finance sectors. With extensive experience in operational leadership, he has successfully navigated complex market dynamics to drive business growth and innovation. His expertise lies in leveraging technological advancements to enhance efficiency within organizations while maximizing competitive advantage. As an investor-operator, he integrates his strategic acumen with hands-on operational knowledge, positioning him effectively at the intersection of entrepreneurship and corporate development. Notable for fostering cross-disciplinary collaboration, Lam's contributions have had lasting impacts on the companies he has led.
Nelson J. Lam is an accomplished executive with a significant footprint in the technology and finance sectors. With extensive experience in operational leadership, he has successfully navigated complex market dynamics to drive business growth and innovation. His expertise lies in leveraging technological advancements to enhance efficiency within organizations while maximizing competitive advantage. As an investor-operator, he integrates his strategic acumen with hands-on operational knowledge, positioning him effectively at the intersection of entrepreneurship and corporate development. Notable for fostering cross-disciplinary collaboration, Lam's contributions have had lasting impacts on the companies he has led.
Investment Philosophy & Strategy
Growth potential in the tech landscape serves as a key motivator for investment decisions. Nelson J. Lam applies his robust operational insight to identify opportunities that align with emerging trends and innovation trajectories. By focusing on high-impact sectors, he cultivates strategic partnerships that leverage technology to drive scalable growth. His unique combination of entrepreneurial spirit and executive expertise allows him to assess risks with precision while seizing transformative possibilities within markets. Emphasizing adaptability, Lam champions initiatives that not only enhance organizational performance but also contribute significantly to long-term value creation.
Growth potential in the tech landscape serves as a key motivator for investment decisions. Nelson J. Lam applies his robust operational insight to identify opportunities that align with emerging trends and innovation trajectories. By focusing on high-impact sectors, he cultivates strategic partnerships that leverage technology to drive scalable growth. His unique combination of entrepreneurial spirit and executive expertise allows him to assess risks with precision while seizing transformative possibilities within markets. Emphasizing adaptability, Lam champions initiatives that not only enhance organizational performance but also contribute significantly to long-term value creation.
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:
42.21%
Gain -0.93%
Monthly
1.2%
Yearly
15.42%
Drawdown
18%
$198.07M
Equity
Holdings
$198.07M
Investment
$141.06M
$63.07M
Profit -$1.33M
Realized
$6.06M
Unrealized
$57.01M
Dividends
$9.26M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$1.33M
Win %
80%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$734,594.31
Win %
80%
This Month
Compared to last month
Gain
-1.55%
Profit
-$3.11M
Win %
80%
This Year
Compared to last year
Gain
-1.52%
Profit
-$3.08M
Win %
81%
AMD Advanced Micro Devices, Inc.
+4.55%
+$3,940.52 
ARKK ARK Innovation ETF Fund
+2.6%
+$594.75 
DEHP Dimensional Emerging Markets High Profitability ETF
+2.55%
+$3,774.56 
NTAP NetApp, Inc.
+2.55%
+$4,110 
VRT Vertiv Holdings Co
+2.54%
+$74.2 
TSLA Tesla, Inc.
+2.19%
+$2,351.9 
ARKW ARK Next Generation Internet ETF
+2.11%
+$19,745.6 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$17,717.69 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$85,144 
DFAE Dimensional Emerging Core Equity Market ETF
+2.06%
+$24,166.45 
AVEM Avantis Emerging Markets Equity ETF
+1.89%
+$38,527.53 
QS QuantumScape Corp
+1.87%
+$22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.76%
+$9,516.15 
CAT Caterpillar Inc.
+1.73%
+$552.78 
DFEV Dimensional Emerging Markets Value ETF
+1.56%
+$51,001.2 
VGT Vanguard Information Technology ETF
+1.56%
+$70,169.34 
AVES Avantis Emerging Markets Value ETF
+1.54%
+$16,233.6 
RIVN Rivian Automotive, Inc.
+1.34%
+$12.01 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$12,394.83 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$66,676.85 
NRG NRG Energy, Inc.
+1.25%
+$1,649.71 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.18%
+$45.1 
GLD SPDR Gold Shares
+1.18%
+$11,929.15 
PPLT abrdn Physical Platinum Shares ETF
+1.18%
+$425 
GLDM SPDR Gold MiniShares Trust
+1.16%
+$129,342.8 
NVDA NVIDIA Corporation
+1.11%
+$1,823.82 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$25,402.35 
VEU Vanguard FTSE All-World ex-US ETF
+1.07%
+$99,347.04 
AVUQ Avantis U.S. Quality Equity ETF
+1.02%
+$16.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.99%
+$8,057.65 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$9,047.5 
CSCO Cisco Systems, Inc.
+0.91%
+$42.21 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.81%
+$42,809.8 
AVDS Avantis International Small Cap Equity ETF
+0.8%
+$14,203.86 
ABBV AbbVie Inc.
+0.72%
+$533.26 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.7%
+$15,782.75 
WFC Wells Fargo & Company
+0.67%
+$522 
AVIV Avantis International Large Cap Value ETF
+0.64%
+$16,505.78 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.61%
+$23 
BAC Bank of America Corporation
+0.59%
+$30.53 
AMGN Amgen Inc.
+0.58%
+$984.06 
VXF Vanguard Extended Market ETF
+0.53%
+$53,662.5 
DIHP Dimensional International High Profitability Portfolio
+0.52%
+$317.62 
AVDE Avantis International Equity ETF
+0.52%
+$11,345.9 
NFLX Netflix, Inc.
+0.49%
+$504.9 
PFE Pfizer Inc.
+0.48%
+$57.96 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.46%
+$3,478.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$26,859.17 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$6,672.12 
DFIS Dimensional International Small Cap ETF
+0.43%
+$17,136.75 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$5,469.62 
DFIV Dimensional International Value ETF
+0.42%
+$25,130.43 
VOO Vanguard S&P 500 ETF
+0.42%
+$4,958.98 
META Meta Platforms Inc Class A
+0.4%
+$2,500.38 
AVUS Avantis U.S. Equity ETF
+0.39%
+$7,570.5 
DUHP Dimensional US High Profitability ETF
+0.36%
+$5.25 
VTRS Viatris Inc.
+0.35%
+$3.54 
VTV Vanguard Value ETF
+0.35%
+$4,255.24 
VB Vanguard Small-Cap ETF
+0.35%
+$5,893.75 
DFUS Dimensional U.S. Equity Market ETF
+0.34%
+$10,931.76 
UBER Uber Technologies, Inc.
+0.34%
+$0.24 
AVGE FRCL 3 2022Q3 Hb Float
+0.33%
+$4,552.32 
DFAW Dimensional World Equity ETF
+0.32%
+$927.24 
DFMC DFA U.S. Micro Cap Portfolio ETF
+0.32%
+$9.5 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$2,127.5 
DISV Dimensional International Small Cap Equity Fund
+0.3%
+$22,198.12 
DFAU Dimensional US Core Equity Market ETF
+0.3%
+$1,138.47 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$1,720 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$2,814 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.18%
+$2,384.48 
QLTY GMO U.S. Quality ETF
+0.18%
+$1,571.62 
AVSC Avantis U.S. Small Cap Equity ETF
+0.18%
+$3,406 
AVLV Avantis U.S. Large Cap Value ETF
+0.16%
+$2,422.5 
ROKU Roku, Inc.
+0.16%
+$23 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.11%
+$7,926.18 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.09%
+$5,652.68 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.09%
+$966 
AMPH Amphastar Pharmaceuticals Inc.
+0.08%
+$1,962 
BA Boeing Company
+0.08%
+$308.16 
DFGR Dimensional Global Real Estate ETF
+0.07%
+$3,424.8 
GME Gamestop Corp.
+0.05%
+$0.12 
AVRE Avantis Real Estate ETF
+0.04%
+$2,698.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.04%
+$2,452 
DFLV Dimensional US Large Cap Value ETF
+0.04%
+$0.75 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$2,588.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$1,015.65 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$1.78 
AVEE Avantis Emerging Markets Small Cap Equity ETF
0%
$0 
AVGO
0%
$0 
AVIE Avantis Inflation Focused Equity ETF
0%
$0 
AZN
0%
$0 
GMEWS
0%
$0 
GOOG
0%
$0 
GOOGL
0%
$0 
IPAY
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CABO Cable One Inc.
-2.54%
-$50 
BABA Alibaba Group Holding Limited SP ADR
-2.11%
-$10.16 
SQ Block, Inc.
-1.94%
-$248.06 
SHOP Shopify Inc.
-1.87%
-$116.5 
DFGX Dimensional Global ex US Core Fixed Income Fund
-1.41%
-$7,653.75 
DFIP Dimensional Inflation-Protected Securities ETF
-1.31%
-$818.1 
ETSY Etsy Inc.
-1.03%
-$161.82 
HD The Home Depot, Inc.
-1%
-$39.84 
COST Costco Wholesale Corporation
-0.99%
-$352.45 
AMZN Amazon.com Inc
-0.92%
-$4,943.4 
MCD McDonald's Corporation
-0.91%
-$66.01 
V Visa Inc. Class A
-0.9%
-$976.5 
AAPL Apple Inc.
-0.84%
-$9,721.52 
VZ Verizon Communications Inc.
-0.82%
-$196.31 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.78%
-$2,068.86 
PLTR Palantir Technologies Inc.
-0.72%
-$385.09 
ARL American Realty Investors Inc.
-0.71%
-$1.1 
DFCF Dimensional Core Fixed Income ETF
-0.61%
-$2,690.25 
MSFT Microsoft Corp.
-0.61%
-$5,990.2 
IBM International Business Machines Corporation
-0.59%
-$255.53 
RYN Rayonier Inc.
-0.56%
-$93.6 
WMT Walmart Inc.
-0.51%
-$104.31 
HSY The Hershey Company
-0.5%
-$11.18 
KD Kyndryl Holdings Inc.
-0.42%
-$2.05 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.32%
-$14.03 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.32%
-$21,315 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$187.43 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$9.64 
VFVA Vanguard U.S. Value Factor Fund
-0.14%
-$303.45 
AVSF Avantis Short-Term Fixed Income ETF
-0.12%
-$4.95 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.11%
-$1,204.5 
FDHY Fidelity Enhanced High Yield ETF
-0.11%
-$7.7 
DFSV Dimensional US Small Cap Value ETF
-0.1%
-$3,809.6 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$1.3 
BNDX Vanguard Total International Bond ETF
-0.05%
-$212.75 
VNQ Vanguard Real Estate ETF
-0.04%
-$162.8 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$422 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$3,034.14 
DIS The Walt Disney Company
-0.02%
-$1.96 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$17.6 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$316.03 
BINC iShares Flexible Income Active ETF
-0.01%
-$26.2 Events
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Dividends
Dividend Analysis
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| Trades 1048 | Longs Won 818/1048 78% | Profit Factor 27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $303,481.55 |
| Average Win $80,068.23 | Best Trade (Jul 22) $4.08M | Sharpe Ratio -105.29 |
| Average Loss -$10,546 | Worst Trade (Jul 23) -$1.12M | Z-Score 12.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w | Expectancy $60,181.52 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Nelson J. Lam?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $1.31M, Vanguard FTSE All-World ex-US ETF - $985,334.64, Dimensional International Small Cap Equity Fund - $855,601.98, Avantis Real Estate ETF - $726,245.96, and Dimensional International Value ETF - $587,377.23. 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: Cable One Inc - $16,169.5, Etsy Inc - $10,252.23, Pfizer Inc - $9,978.77, Rayonier Inc - $2,476.36, and AVGO - $1,524.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nelson J. Lam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.26M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $785,453.54, Avantis Real Estate ETF - $554,267.15, Dimensional International Small Cap Equity Fund - $549,227.05, Dimensional International Value ETF - $490,138.78, and Vanguard FTSE All-World ex-US Small-Cap ETF - $478,898.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nelson J. Lam's monthly returns?
Nelson J. Lam'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 Nelson J. Lam's strategy be considered aggressive or moderate?
Nelson J. Lam'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 Nelson J. Lam's strategy?
Nelson J. Lam's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
