Kara Lilian Portfolio
Invests via Lynx Investment Advisory | Managed by Vipin Sahijwani, Adrian B. Kutko, Roger S. Desai, Fadoua Arif
Invests via Lynx Investment Advisory
Managed by Vipin Sahijwani, Adrian B. Kutko, Roger S. Desai, Fadoua Arif
Automatically Tracked
Kara Lilian Profile
Early-stage investor and operator focusing on fintech and consumer internet, deploying angel and seed capital and advising founders on product-market fit, go-to-market and growth strategy. Kara Lilian draws on prior operating roles at high-growth startups and engages with VC syndicates and corporate partners to source deal flow and support portfolio scaling and governance.
Early-stage investor and operator focusing on fintech and consumer internet, deploying angel and seed capital and advising founders on product-market fit, go-to-market and growth strategy. Kara Lilian draws on prior operating roles at high-growth startups and engages with VC syndicates and corporate partners to source deal flow and support portfolio scaling and governance.
Investment Philosophy & Strategy
Thesis-driven early-stage investor focused on fintech and consumer internet, deploying angel and seed capital and active advisory to accelerate product-market fit and scalable go-to-market motion. Capital allocation favors founder-led teams with clear unit economics and early traction; investment style is hands-on, pairing operational support with curated syndicate and corporate relationships to de-risk scaling. Risk discipline emphasizes conviction-based small initial checks with selective follow-on reserves, a multi-year growth horizon, and governance engagement to drive repeatable revenue and defensible positioning.
Thesis-driven early-stage investor focused on fintech and consumer internet, deploying angel and seed capital and active advisory to accelerate product-market fit and scalable go-to-market motion. Capital allocation favors founder-led teams with clear unit economics and early traction; investment style is hands-on, pairing operational support with curated syndicate and corporate relationships to de-risk scaling. Risk discipline emphasizes conviction-based small initial checks with selective follow-on reserves, a multi-year growth horizon, and governance engagement to drive repeatable revenue and defensible positioning.
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:
2.82%
Gain
Monthly
0.11%
Yearly
1.37%
Drawdown
24.63%
$223.92M
Equity
Holdings
$223.92M
Investment
$181.07M
$46.65M
Profit +$343,018.93
Realized
$3.81M
Unrealized
$42.85M
Dividends
$6.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$343,018.93
Win %
77%
This Week
Compared To Last Week
Gain
0.29%
Profit
$657,276.67
Win %
77%
This Month
Compared to last month
Gain
0.77%
Profit
$1.71M
Win %
77%
This Year
Compared to last year
Gain
7.16%
Profit
$14.95M
Win %
78%
GIS General Mills, Inc.
+4.62%
+$19,401.6 
CFG Citizens Financial Group, Inc.
+4.33%
+$26,645.08 
WM Waste Management, Inc.
+4.08%
+$12,781.44 
MRK Merck & Co., Inc.
+3.56%
+$14,612.4 
IBM International Business Machines Corporation
+3.48%
+$16,489.91 
ABBV AbbVie Inc.
+3.36%
+$15,401.96 
FNF Fidelity National Financial, Inc.
+3.27%
+$13,843.24 
CMCSA Comcast Corp
+3.16%
+$9,736.12 
FAF First American Financial Corporation
+3.03%
+$19,907.85 
UBSI United Bankshares, Inc.
+3.02%
+$14,580.59 
COST Costco Wholesale Corporation
+2.9%
+$8,754.9 
PEP PepsiCo, Inc.
+2.87%
+$5,032.36 
VZ Verizon Communications Inc.
+2.79%
+$31,113.02 
REZ iShares Residential and Multisector Real Estate ETF
+2.68%
+$6,153.15 
XLP Consumer Staples Select Sector SPDR Fund
+2.65%
+$13,454.48 
BMY Bristol-Myers Squibb Company
+2.63%
+$8,462.35 
RYN Rayonier Inc.
+2.52%
+$7,167.6 
RF Regions Financial Corporation
+2.49%
+$15,622.28 
ORI Old Republic International Corp.
+2.48%
+$16,223 
WMT Walmart Inc.
+2.42%
+$10,872.75 
MA Mastercard Incorporated
+2.4%
+$66,023.61 
WY Weyerhaeuser Company
+2.36%
+$13,411.97 
AKRE Akre Focus ETF
+2.31%
+$114,097.92 
PRU Prudential Financial, Inc.
+2.22%
+$7,726.5 
HBAN Huntington Bancshares Incorporated
+2.21%
+$13,952.93 
ZION Zions Bancorporation, National Association
+2.21%
+$9,686.98 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.16%
+$156,455.42 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+2.07%
+$75,365.64 
AAPL Apple Inc.
+2.05%
+$170,347.5 
V Visa Inc. Class A
+2.03%
+$26,605.7 
PHO Invesco Water Resources ETF
+2.01%
+$12,456.04 
VNQ Vanguard Real Estate ETF
+1.94%
+$4,320.6 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$14,680.22 
SDY SPDR S&P Dividend ETF
+1.9%
+$8,048.1 
LNC Lincoln National Corporation
+1.81%
+$7,415.54 
PG Procter & Gamble Co
+1.78%
+$8,484.96 
MSFT Microsoft Corp.
+1.73%
+$63,688.33 
NXST Nexstar Media Group Inc.
+1.71%
+$5,495 
EMN Eastman Chemical Company
+1.61%
+$8,375.56 
EIX Edison International
+1.6%
+$11,707.14 
USB U.S. Bancorp
+1.48%
+$7,109.85 
CVX Chevron Corporation
+1.44%
+$11,750.7 
VHT Vanguard Health Care ETF
+1.41%
+$3,907.72 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$38,348.34 
UBER Uber Technologies, Inc.
+1.31%
+$8,797 
WOOD iShares Global Timber & Forestry ETF
+1.31%
+$26,739.98 
HD The Home Depot, Inc.
+1.3%
+$3,658.56 
JNJ Johnson & Johnson
+1.2%
+$3,650.32 
XOM Exxon Mobil Corporation
+1.18%
+$2,988.6 
COP ConocoPhillips
+1.14%
+$9,209.31 
HPQ HP Inc.
+1.14%
+$5,139.18 
XLE Energy Select Sector SPDR Fund
+1.12%
+$18,808.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$3,470.72 
PFE Pfizer Inc.
+1.07%
+$14,452.26 
OGE Oge Energy Corp.
+1.01%
+$11,930.99 
IHE iShares U.S. Pharmaceuticals ETF
+0.99%
+$6,729.66 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.94%
+$4,322.88 
HON Honeywell International Inc.
+0.93%
+$1,062.94 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$2,650.05 
CGW Invesco S&P Global Water Index ETF
+0.72%
+$12,174.41 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.67%
+$1,785.83 
IXC iShares Global Energy ETF
+0.63%
+$4,042.17 
CHRD Chord Energy Corp
+0.62%
+$2,333.25 
PVAL Putnam Focused Large Cap Value ETF
+0.56%
+$1,340.09 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$17,073 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.52%
+$23,328.37 
QUS SPDR MSCI USA StrategicFactors ETF
+0.48%
+$1,338.62 
AZN AstraZeneca PLC American Depositary Shares
+0.42%
+$884.66 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$3,004.16 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$3,460 
TROW T. Rowe Price Group, Inc.
+0.39%
+$2,384.72 
VTV Vanguard Value ETF
+0.38%
+$2,583.82 
NFLX Netflix, Inc.
+0.34%
+$1,682.25 
XLU Utilities Select Sector SPDR Fund
+0.33%
+$3,091.2 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.31%
+$3,341.7 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$8,847.28 
APA APA Corporation
+0.24%
+$1,859.33 
IWR iShares Russell Mid-Cap ETF
+0.24%
+$1,187.16 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$20,182.05 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.23%
+$9,414.45 
VPU Vanguard Utilities ETF
+0.21%
+$533 
DUHP Dimensional US High Profitability ETF
+0.18%
+$726.15 
BBY Best Buy Co., Inc.
+0.14%
+$511.44 
DFE WisdomTree Europe SmallCap Dividend Fund
+0.08%
+$558.11 
VB Vanguard Small-Cap ETF
+0.08%
+$465.52 
PAAA PGIM AAA CLO ETF
+0.05%
+$117.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$46.64 
IGRO iShares International Dividend Growth ETF
+0.01%
+$962.41 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$81.3 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$16.57 
JHG Janus Henderson Group plc
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MFSI
0%
$0 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.07%
-$27,604.32 
AMD Advanced Micro Devices, Inc.
-6.16%
-$75,594.97 
ORCL Oracle Corporation
-5.58%
-$18,770.6 
GE General Electric Company
-5.5%
-$17,234.7 
GS The Goldman Sachs Group, Inc.
-5.08%
-$23,056.88 
SOXX iShares Semiconductor ETF
-4.94%
-$88,000.08 
GOOGL Alphabet Inc
-4.51%
-$235,006.31 
GOOG Alphabet Inc
-4.5%
-$62,291.74 
CAT Caterpillar Inc.
-4.28%
-$43,082.13 
AMAT Applied Materials, Inc.
-3.12%
-$13,654.17 
XAR SPDR S&P Aerospace & Defense ETF
-3.1%
-$6,913.5 
NVDA NVIDIA Corporation
-2.69%
-$49,407.75 
META Meta Platforms Inc Class A
-2.45%
-$26,150.08 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$22,635.12 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.28%
-$8,547 
CSCO Cisco Systems, Inc.
-2.23%
-$12,093.93 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.17%
-$21,599.51 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$15,654.55 
VGT Vanguard Information Technology ETF
-2.05%
-$18,106.92 
GLD SPDR Gold Shares
-1.96%
-$122,552.19 
DFAE Dimensional Emerging Core Equity Market ETF
-1.95%
-$22,092.06 
IAU iShares Gold Trust
-1.91%
-$69,815.74 
GLDM SPDR Gold MiniShares Trust
-1.89%
-$109,786.56 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$9,596.05 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.75%
-$17,631.81 
VUG Vanguard Growth ETF
-1.46%
-$12,756.48 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.29%
-$15,505.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$41,712.89 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$13,464.88 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.2%
-$3,355.3 
VEU Vanguard FTSE All-World ex-US ETF
-1.2%
-$2,827.79 
JPM JPMorgan Chase & Co.
-1.2%
-$11,954.12 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$4,730.25 
SCHA Schwab U.S. Small-Cap ETF
-1.11%
-$7,845.91 
AMZN Amazon.com Inc
-1.09%
-$42,028.43 
SPHQ Invesco S&P 500 Quality ETF
-0.96%
-$120,002.85 
BEN Franklin Resources Inc.
-0.95%
-$3,375.04 
TSLA Tesla, Inc.
-0.92%
-$5,705.08 
IYM iShares U.S. Basic Materials ETF
-0.9%
-$1,819.89 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.9%
-$4,897.94 
EFA iShares MSCI EAFE ETF
-0.9%
-$2,458.1 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$5,262.66 
GNR SPDR S&P Global Natural Resources ETF
-0.86%
-$7,237.2 
VT Vanguard Total World Stock ETF
-0.84%
-$2,210.51 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.8%
-$4,316.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.76%
-$2,572.5 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$49,136.38 
VOO Vanguard S&P 500 ETF
-0.68%
-$7,674.72 
IVV iShares Core S&P 500 ETF
-0.68%
-$3,187.85 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$33,945.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$3,396.21 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$17,634.38 
DIHP Dimensional International High Profitability Portfolio
-0.61%
-$1,516.62 
FEZ SPDR Euro Stoxx 50 ETF
-0.61%
-$2,794.61 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$604.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$713.24 
BNDX Vanguard Total International Bond ETF
-0.18%
-$789.65 
BAC Bank of America Corporation
-0.16%
-$608.7 
FLIN Franklin FTSE India ETF
-0.16%
-$1,431.7 
MUB iShares National Muni Bond ETF
-0.14%
-$764.62 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$337.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$685.08 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$750.72 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$272.61 
PAVE Global X U.S. Infrastructure Development ETF
-0.1%
-$246.01 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$410.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$494.94 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.09%
-$659.7 
MBB iShares MBS ETF
-0.08%
-$221.78 
TIP iShares TIPS Bond ETF
-0.08%
-$390.66 
AES AES Corporation
-0.07%
-$748.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$240.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$239.99 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$216.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$1,626.3 
PLTR Palantir Technologies Inc.
-0.06%
-$300.6 
VO Vanguard Mid-Cap ETF
-0.04%
-$155.96 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$871.99 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$564.73 
VCRB Vanguard Core Bond ETF
-0.03%
-$1,120.65 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.03%
-$579.95 
XLF Financial Select Sector SPDR Fund
-0.03%
-$269.94 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$46.45 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$71.61 Events
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Dividends
Dividend Analysis
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| Trades 1847 | Longs Won 860/1847 46% | Profit Factor 13.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,576.51 |
| Average Win $58,547.28 | Best Trade (Jul 16) $2.91M | Sharpe Ratio -142.75 |
| Average Loss -$3,744.64 | Worst Trade (Jul 10) -$941,144.75 | Z-Score -8.03 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $25,259.72 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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