NJL
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:
25.96%
Gain 0%
Monthly
0.81%
Yearly
10.13%
Drawdown
15.43%
$198.41M
Equity
Holdings
$198.41M
Investment
$137.6M
$66.7M
Profit -$10,372.44
Realized
$5.89M
Unrealized
$60.81M
Dividends
$8.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$10,372.44
Win %
88%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$10,372.44
Win %
88%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1M
Win %
88%
This Year
Compared to last year
Gain
6.84%
Profit
$12.95M
Win %
88%
ROKU Roku, Inc.
+20.08%
+$2,402 
CABO Cable One Inc.
+13.06%
+$271.5 
RYN Rayonier Inc.
+5.08%
+$826.8 
AMD Advanced Micro Devices, Inc.
+4.73%
+$2,312 
KD Kyndryl Holdings Inc.
+3.72%
+$16.8 
VZ Verizon Communications Inc.
+2.49%
+$647.01 
TSLA Tesla, Inc.
+1.82%
+$728 
VRT Vertiv Holdings Co
+1.68%
+$49.9 
WFC Wells Fargo & Company
+1.61%
+$1,197 
BAC Bank of America Corporation
+1.56%
+$73.96 
CAT Caterpillar Inc.
+1.44%
+$478.78 
NRG NRG Energy, Inc.
+1.43%
+$1,785.93 
ABBV AbbVie Inc.
+1.32%
+$867.28 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$44,097.75 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$11,393.92 
V Visa Inc. Class A
+1.05%
+$1,002.01 
VTRS Viatris Inc.
+1.04%
+$10.03 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$82,028.7 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$18,371.25 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$5,520.04 
DFMC DFA U.S. Micro Cap Portfolio ETF
+0.96%
+$11.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$40,385.5 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$20,853.36 
VTV Vanguard Value ETF
+0.94%
+$11,259.99 
VNQ Vanguard Real Estate ETF
+0.92%
+$3,663 
VFVA Vanguard U.S. Value Factor Fund
+0.91%
+$1,939.18 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$63,421.19 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$19,533.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$51,247.05 
ARKW ARK Next Generation Internet ETF
+0.87%
+$3,538.01 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$16.5 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$61,392.75 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$43,265.3 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$7,603.68 
HD The Home Depot, Inc.
+0.73%
+$28.56 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$10,081.5 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,995.01 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$5,954.66 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$6,846.01 
NTAP NetApp, Inc.
+0.71%
+$1,140 
AVDS Avantis International Small Cap Equity ETF
+0.71%
+$11,286 
VB Vanguard Small-Cap ETF
+0.7%
+$11,844.94 
COST Costco Wholesale Corporation
+0.68%
+$253.08 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$7,548.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$286 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$8,642.82 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$8,444.15 
AVUS Avantis U.S. Equity ETF
+0.65%
+$12,751 
AVEE Avantis Emerging Markets Small Cap Equity ETF
+0.64%
+$4,168.97 
AVIE Avantis Inflation Focused Equity ETF
+0.63%
+$84.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$26,607.5 
AVDE Avantis International Equity ETF
+0.59%
+$11,951.5 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$31,544.72 
AVIV Avantis International Large Cap Value ETF
+0.59%
+$14,163.4 
AVRE Avantis Real Estate ETF
+0.59%
+$37,053.8 
VGT Vanguard Information Technology ETF
+0.58%
+$26,708.88 
DFIV Dimensional International Value ETF
+0.58%
+$34,220.16 
DFAW Dimensional World Equity ETF
+0.57%
+$1,643.59 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$2,192.41 
DFIS Dimensional International Small Cap ETF
+0.57%
+$23,418.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$32,735.46 
VOO Vanguard S&P 500 ETF
+0.55%
+$5,487.04 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$7,979.98 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$16,787.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$27,690 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$5,983.1 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$3,662.03 
HSY The Hershey Company
+0.45%
+$10.66 
WMT Walmart Inc.
+0.45%
+$98.82 
VXF Vanguard Extended Market ETF
+0.44%
+$45,081.75 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$5,625.9 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$14,806.8 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$8,652 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$9,469.65 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$37,683.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$2,145.75 
DUHP Dimensional US High Profitability ETF
+0.37%
+$6 
QLTY GMO U.S. Quality ETF
+0.36%
+$3,216.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,773.44 
AMGN Amgen Inc.
+0.32%
+$526.69 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$3,435.6 
AVUQ Avantis U.S. Quality Equity ETF
+0.29%
+$0.93 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$15,993.6 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.26%
+$15,372.22 
ARKK ARK Innovation ETF Fund
+0.25%
+$1,068.75 
FDHY Fidelity Enhanced High Yield ETF
+0.18%
+$22.44 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$10.85 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$102.6 
BNDX Vanguard Total International Bond ETF
+0.17%
+$698.8 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$1,725.35 
NVDA NVIDIA Corporation
+0.16%
+$140.8 
PFE Pfizer Inc.
+0.15%
+$19.32 
BINC iShares Flexible Income Active ETF
+0.13%
+$476.35 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.13%
+$8,636 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$0.52 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$12,543.75 
MSFT Microsoft Corp.
+0.1%
+$429.99 
ETSY Etsy Inc.
+0.06%
+$7.44 
GLD SPDR Gold Shares
+0.06%
+$606.1 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$308 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$189.97 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$0.4 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$8.3 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.01%
+$20.79 
MCD McDonald's Corporation
+0.01%
+$1.08 
AVGO
0%
$0 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
AZN
0%
$0 
GMEWS
0%
$0 
GOOG
0%
$0 
GOOGL
0%
$0 
IPAY
0%
$0 
SQ Block, Inc.
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
ARL American Realty Investors Inc.
-2.17%
-$3.3 
AMPH Amphastar Pharmaceuticals Inc.
-2.14%
-$57,552 
SHOP Shopify Inc.
-2.02%
-$111.5 
GME Gamestop Corp.
-1.85%
-$4.92 
AAPL Apple Inc.
-1.52%
-$15,561 
AMZN Amazon.com Inc
-1.23%
-$6,334.38 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.2%
-$43.45 
BA Boeing Company
-1.16%
-$4,969.07 
NFLX Netflix, Inc.
-1.14%
-$1,422.9 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$38.7 
UBER Uber Technologies, Inc.
-1.01%
-$0.7 
IBM International Business Machines Corporation
-0.95%
-$527.22 
CSCO Cisco Systems, Inc.
-0.6%
-$30.66 
PPLT abrdn Physical Platinum Shares ETF
-0.58%
-$225 
DIS The Walt Disney Company
-0.3%
-$30 
META Meta Platforms Inc Class A
-0.26%
-$1,389.11 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$309.6 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$0.25 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$30 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$12.6 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$55.85 Events
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Dividends
Dividend Analysis
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| Trades 975 | Longs Won 790/975 81% | Profit Factor 33.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,509.06 |
| Average Win $86,966.56 | Best Trade (Jun 14) $4.04M | Sharpe Ratio -10.37 |
| Average Loss -$11,234.88 | Worst Trade (Jun 14) -$1.02M | Z-Score 24.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w | Expectancy $68,412.36 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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