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:
55.45%
Gain -0.89%
Monthly
1.25%
Yearly
16.07%
Drawdown
18%
$203.94M
Equity
Holdings
$203.94M
Investment
$141.06M
$68.93M
Profit -$1.31M
Realized
$6.05M
Unrealized
$62.88M
Dividends
$9.51M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.31M
Win %
83%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.31M
Win %
83%
This Month
Compared to last month
Gain
-1.15%
Profit
-$2.38M
Win %
83%
This Year
Compared to last year
Gain
1.39%
Profit
$2.79M
Win %
84%
SHOP Shopify Inc.
+4.15%
+$267 
PLTR Palantir Technologies Inc.
+4.13%
+$2,743.27 
NFLX Netflix, Inc.
+3.76%
+$4,452.3 
KD Kyndryl Holdings Inc.
+3.23%
+$17 
META Meta Platforms Inc Class A
+2.91%
+$18,039.11 
ETSY Etsy Inc.
+2.77%
+$374.79 
GME Gamestop Corp.
+2.75%
+$6.99 
IBM International Business Machines Corporation
+2.71%
+$1,333.2 
MSFT Microsoft Corp.
+2.27%
+$27,680.12 
WMT Walmart Inc.
+2.27%
+$444.69 
DIS The Walt Disney Company
+2.19%
+$233 
ARKW ARK Next Generation Internet ETF
+2%
+$20,401.6 
MCD McDonald's Corporation
+1.96%
+$133.92 
ARKK ARK Innovation ETF Fund
+1.74%
+$442.25 
ABBV AbbVie Inc.
+1.73%
+$1,300.92 
ROKU Roku, Inc.
+1.69%
+$261.92 
COST Costco Wholesale Corporation
+1.58%
+$544.92 
VZ Verizon Communications Inc.
+1.4%
+$392.63 
VTRS Viatris Inc.
+1.35%
+$13.13 
UBER Uber Technologies, Inc.
+1.27%
+$0.91 
AMGN Amgen Inc.
+1.18%
+$2,055.9 
AMPH Amphastar Pharmaceuticals Inc.
+1.05%
+$32,700 
V Visa Inc. Class A
+1.05%
+$1,164 
HD The Home Depot, Inc.
+1%
+$37.08 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$8,639.42 
RYN Rayonier Inc.
+0.84%
+$132.6 
VFVA Vanguard U.S. Value Factor Fund
+0.61%
+$1,401.65 
AAPL Apple Inc.
+0.54%
+$6,350.96 
QLTY GMO U.S. Quality ETF
+0.47%
+$4,191 
HSY The Hershey Company
+0.35%
+$7.86 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$0.94 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.07%
+$2.87 
DFIP Dimensional Inflation-Protected Securities ETF
+0.06%
+$37.87 
AVIE Avantis Inflation Focused Equity ETF
+0.06%
+$9.7 
PFE Pfizer Inc.
+0.05%
+$7.25 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$0.86 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$4.46 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$52.75 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 GOOG
GOOG
0%
$0 GOOG
GOOGL
0%
$0 AVGO
AVGO
0%
$0 IPAY
IPAY
0%
$0 GMEW
GMEWS
0%
$0 AZN
AZN
0%
$0 
VRT Vertiv Holdings Co
-7.13%
-$183.4 
BAC Bank of America Corporation
-5.3%
-$285.95 
NTAP NetApp, Inc.
-4.62%
-$9,210 
NRG NRG Energy, Inc.
-4.3%
-$4,923.92 
CAT Caterpillar Inc.
-4.15%
-$1,257.63 
AMD Advanced Micro Devices, Inc.
-3.9%
-$3,463.22 
CABO Cable One Inc.
-2.91%
-$31 
NVDA NVIDIA Corporation
-2.85%
-$5,011.46 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.62%
-$4,185.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$105,365.7 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$27,461.87 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$44,929.72 
PPLT abrdn Physical Platinum Shares ETF
-1.97%
-$800 
WFC Wells Fargo & Company
-1.94%
-$1,575 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$11,233.35 
ARL American Realty Investors Inc.
-1.93%
-$3.1 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$68,275.8 
QS QuantumScape Corp
-1.89%
-$20 
CSCO Cisco Systems, Inc.
-1.65%
-$77.7 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.53%
-$10,427.82 
TSLA Tesla, Inc.
-1.4%
-$1,484.8 
GLD SPDR Gold Shares
-1.35%
-$14,835.65 
GLDM SPDR Gold MiniShares Trust
-1.33%
-$160,272.6 
VGT Vanguard Information Technology ETF
-1.24%
-$59,435.22 
AMZN Amazon.com Inc
-1.22%
-$6,719.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.21%
-$67,575.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$9,939.74 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$11,409.82 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$107,911.44 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$12,259.75 
RIVN Rivian Automotive, Inc.
-1.09%
-$9.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$23,989.78 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$5,735 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$7,826 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.8%
-$52,221.75 
DFIS Dimensional International Small Cap ETF
-0.8%
-$33,702.28 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$19,909.95 
AVDE Avantis International Equity ETF
-0.74%
-$17,018.85 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$53,275.5 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$9,389.16 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$6,160 
AVRE Avantis Real Estate ETF
-0.64%
-$39,807.3 
AVDS Avantis International Small Cap Equity ETF
-0.62%
-$11,858.42 
DFAW Dimensional World Equity ETF
-0.61%
-$1,819.48 
AVIV Avantis International Large Cap Value ETF
-0.6%
-$16,505.78 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$7,657.48 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$42,068 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$30,049.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4,394.4 
VNQ Vanguard Real Estate ETF
-0.55%
-$2,136.75 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.55%
-$33,460.47 
AVUQ Avantis U.S. Quality Equity ETF
-0.54%
-$9.06 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$3,060 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$25,703.12 
AVUS Avantis U.S. Equity ETF
-0.51%
-$10,196.85 
VTV Vanguard Value ETF
-0.46%
-$5,766.97 
DFSV Dimensional US Small Cap Value ETF
-0.45%
-$17,143.2 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$9.25 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$254.1 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$31,352.78 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$4,167.2 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$12,493.44 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$5,067.02 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$1,432.28 
DFIV Dimensional International Value ETF
-0.37%
-$22,991.67 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.36%
-$26,420.6 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$7,584.72 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$5,232.2 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,035.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$19,367.21 
VB Vanguard Small-Cap ETF
-0.32%
-$5,347.56 
DUHP Dimensional US High Profitability ETF
-0.3%
-$4.37 
VXF Vanguard Extended Market ETF
-0.28%
-$28,977.75 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$11,849.25 
DFMC DFA U.S. Micro Cap Portfolio ETF
-0.26%
-$7.59 
BA Boeing Company
-0.23%
-$943.74 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$2,087.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.18%
-$7.7 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$2,584 
AVSC Avantis U.S. Small Cap Equity ETF
-0.16%
-$3,013 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$8,336.8 
BINC iShares Flexible Income Active ETF
-0.13%
-$340.6 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.11%
-$561.27 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$1,086.75 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.09%
-$4.2 
JNK SPDR Bloomberg High Yield Bond ETF
-0.09%
-$1.7 
BNDX Vanguard Total International Bond ETF
-0.09%
-$340.4 
FDHY Fidelity Enhanced High Yield ETF
-0.06%
-$4.2 
AVSF Avantis Short-Term Fixed Income ETF
-0.03%
-$1.35 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$8.93 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$27.95 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$8.8 Events
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Dividends
Dividend Analysis
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| Trades 1048 | Longs Won 836/1048 79% | Profit Factor 37.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $325,064.57 |
| Average Win $84,730.1 | Best Trade (Aug 17) $4.51M | Sharpe Ratio -105.3 |
| Average Loss -$8,971.05 | Worst Trade (Aug 03) -$1.06M | Z-Score 17.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $65,775.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,548 | $484,502.43 | $1.19M | - | $700,742.45 | 144.63% | +0.539% |
| ABBV AbbVie Inc. | 293 | $63,645 | $76,637.08 | - | $12,992.08 | 20.41% | +1.727% |
| AMD Advanced Micro Devices, Inc. | 172 | $62,168.72 | $85,311.14 | - | $23,142.42 | 37.23% | -3.901% |
| AMGN Amgen Inc. | 462 | $162,555 | $176,391.6 | - | $13,836.6 | 8.51% | +1.179% |
| AMPH Amphastar Pharmaceuticals Inc. | 130,800 | $3.76M | $3.14M | - | -$616,616 | -16.4% | +1.051% |
| AMZN Amazon.com Inc | 2,140 | $185,617.64 | $542,789.6 | - | $357,171.96 | 192.42% | -1.223% |
| ARKK ARK Innovation ETF Fund | 305 | $20,614.96 | $25,934.15 | - | $5,319.19 | 25.8% | +1.735% |
| ARKW ARK Next Generation Internet ETF | 6,560 | $860,971.15 | $1.04M | - | $179,444.85 | 20.84% | +2% |
| ARL American Realty Investors Inc. | 10 | $155 | $157.7 | - | $2.7 | 1.74% | -1.928% |
| AVDE Avantis International Equity ETF | 24,665 | $1.57M | $2.28M | - | $709,304.53 | 45.29% | -0.742% |
| AVDS Avantis International Small Cap Equity ETF | 23,860 | $1.62M | $1.89M | - | $265,581.14 | 16.39% | -0.625% |
| AVDV Avantis International Small Cap Value ETF | 22,885 | $1.96M | $2.53M | - | $576,593.38 | 29.45% | -0.78% |
| AVEE Avantis Emerging Markets Small Cap Equity ETF | 9,845 | $568,068.1 | $670,443.52 | - | $102,375.42 | 18.02% | -1.532% |
| AVEM Avantis Emerging Markets Equity ETF | 22,865 | $1.6M | $2.14M | - | $532,817.37 | 33.25% | -2.061% |
| AVES Avantis Emerging Markets Value ETF | 16,910 | $932,698.05 | $1.11M | - | $176,006.1 | 18.87% | -1.094% |
| AVGE FRCL 3 2022Q3 Hb Float | 14,226 | $1.03M | $1.42M | - | $395,039.62 | 38.45% | -0.656% |
| AVGO AVGO | 110 | $34,046 | $34,046 | - | - | - | 0.0 |
| AVIE Avantis Inflation Focused Equity ETF | 205 | $14,993.78 | $16,438.95 | - | $1,445.17 | 9.64% | +0.059% |
| AVIG Avantis Core Fixed Income ETF | 1,785 | $73,917.9 | $71,408.92 | - | -$2,508.98 | -3.39% | -0.012% |
| AVIV Avantis International Large Cap Value ETF | 33,345 | $2.03M | $2.74M | - | $709,946.95 | 34.94% | -0.598% |
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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 - $1.32M, Vanguard FTSE All-World ex-US ETF - $985,334.64, Dimensional International Small Cap Equity Fund - $855,601.98, Avantis Real Estate ETF - $780,370.39, 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 - $9,771.08, Rayonier Inc - $2,316.65, and Strive U.S. Energy ETF - $1,799.84. 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 $9.51M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $785,453.54, Avantis Real Estate ETF - $608,391.58, 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.
