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:
39.92%
Gain -0.65%
Monthly
1.3%
Yearly
16.72%
Drawdown
14.57%
$311.11M
Equity
Holdings
$311.11M
Investment
$264.75M
$52.64M
Profit -$1.27M
Realized
$6.28M
Unrealized
$46.36M
Dividends
$7.03M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.27M
Win %
71%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$2.13M
Win %
71%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.27M
Win %
71%
This Year
Compared to last year
Gain
1.63%
Profit
$5.44M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$555,379.29 
GOOG Alphabet Inc
+6.88%
+$87,446.79 
GOOGL Alphabet Inc
+6.73%
+$334,353.6 
WY Weyerhaeuser Company
+6.51%
+$36,374.24 
META Meta Platforms Inc Class A
+3.28%
+$29,189.67 
MSFT Microsoft Corp.
+3.02%
+$139,700.24 
NVDA NVIDIA Corporation
+2.93%
+$57,842.37 
APA APA Corporation
+2.73%
+$22,382.91 
CVX Chevron Corporation
+2.35%
+$28,720.08 
MRVL Marvell Technology, Inc.
+2.32%
+$8,025.84 
GLW Corning Incorporated
+2.24%
+$4,766.19 
CSCO Cisco Systems, Inc.
+2.14%
+$19,734.03 
PSA Public Storage Common Stock
+2.12%
+$4,771.2 
BEN Franklin Resources Inc.
+2.08%
+$7,315.38 
ROK Rockwell Automation, Inc.
+1.93%
+$5,578.04 
RYN Rayonier Inc.
+1.82%
+$5,082.48 
ORCL Oracle Corporation
+1.81%
+$11,108.79 
CINF Cincinnati Financial Corporation
+1.69%
+$3,507.54 
CHRD Chord Energy Corp
+1.54%
+$6,532.71 
HPQ HP Inc.
+1.53%
+$10,583.74 
VZ Verizon Communications Inc.
+1.52%
+$20,797 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,887.68 
PH Parker-Hannifin Corporation
+1.43%
+$4,163.24 
GE General Electric Company
+1.42%
+$4,516.94 
CMCSA Comcast Corp
+1.23%
+$3,850.33 
COP ConocoPhillips
+1.22%
+$10,570.51 
AMAT Applied Materials, Inc.
+1.18%
+$4,460.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,969.42 
VUG Vanguard Growth ETF
+1.1%
+$12,974.43 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$10,579.03 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$10,954.12 
XLE Energy Select Sector SPDR Fund
+1%
+$17,517.69 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$26,732.72 
AMLP Alerian MLP ETF
+0.89%
+$13,992.93 
IBM International Business Machines Corporation
+0.86%
+$5,825.44 
GEV GE Vernova Inc.
+0.85%
+$1,853.13 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,701.14 
TSLA Tesla, Inc.
+0.76%
+$4,045.01 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,209.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$54,046.43 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,969.11 
CAT Caterpillar Inc.
+0.7%
+$5,511.23 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,493 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,428.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,285.75 
EOI Eaton Vance Enhanced Equity Income Fund
+0.66%
+$7,215.65 
PLTR Palantir Technologies Inc.
+0.65%
+$3,206.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,519.92 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$18,062.35 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,340.28 
IXC iShares Global Energy ETF
+0.63%
+$4,300.8 
SCHK Schwab 1000 Index ETF
+0.61%
+$1,518 
XSW SPDR S&P Software & Services ETF
+0.6%
+$1,625.22 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$6,067.64 
MCHI iShares MSCI China ETF
+0.54%
+$4,062.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,568.02 
ACWI iShares MSCI ACWI ETF
+0.49%
+$9,996.78 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$4,416.25 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,262.87 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,355.39 
IYW iShares U.S. Technology ETF
+0.46%
+$1,477.42 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$7,079.31 
PFE Pfizer Inc.
+0.4%
+$5,963.8 
RTX RTX Corporation
+0.39%
+$11,024.16 
PG Procter & Gamble Co
+0.37%
+$2,865.18 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,382.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,037.92 
BAC Bank of America Corporation
+0.36%
+$1,219.68 
ZION Zions Bancorporation, National Association
+0.35%
+$1,477.68 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$838.25 
RF Regions Financial Corporation
+0.32%
+$2,004.7 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$1,532.59 
MRK Merck & Co., Inc.
+0.32%
+$2,011.51 
PHO Invesco Water Resources ETF
+0.27%
+$1,727.67 
JPM JPMorgan Chase & Co.
+0.27%
+$4,704.7 
VT Vanguard Total World Stock ETF
+0.26%
+$10,022.86 
FLIN Franklin FTSE India ETF
+0.25%
+$2,292.84 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$490.32 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,053.38 
JNJ Johnson & Johnson
+0.21%
+$1,374.82 
FLR Fluor Corporation
+0.2%
+$400 
KBWB Invesco KBW Bank ETF
+0.2%
+$437.95 
OGE Oge Energy Corp.
+0.19%
+$2,183.4 
UBSI United Bankshares, Inc.
+0.19%
+$934.29 
USB U.S. Bancorp
+0.17%
+$846.66 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$478.17 
WM Waste Management, Inc.
+0.1%
+$296.56 
WMT Walmart Inc.
+0.09%
+$835.92 
ABT Abbott Laboratories
+0.09%
+$216 
SOXX iShares Semiconductor ETF
+0.07%
+$959.07 
EPI WisdomTree India Earnings Fund
+0.07%
+$776.58 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$138.63 
AEP American Electric Power Company, Inc.
+0.06%
+$113.96 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$167.96 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$347.18 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$255.14 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$26.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 MFSI
MFSI
0%
$0 
AAPL Apple Inc.
-7.35%
-$816,761.2 
EIX Edison International
-6.81%
-$51,370.24 
TROW T. Rowe Price Group, Inc.
-6.31%
-$39,359.31 
QCOM QUALCOMM Incorporated
-2.63%
-$4,492.75 
ABBV AbbVie Inc.
-2.51%
-$19,008.86 
NFLX Netflix, Inc.
-2%
-$9,828.72 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$4,160 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$4,016.32 
AMD Advanced Micro Devices, Inc.
-1.9%
-$19,006.72 
GIS General Mills, Inc.
-1.84%
-$7,603.16 
BBY Best Buy Co., Inc.
-1.78%
-$6,700.2 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,791.96 
NET Cloudflare Inc.
-1.56%
-$3,969 
GLD SPDR Gold Shares
-1.49%
-$95,309.41 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$84,838.67 
IAU iShares Gold Trust
-1.46%
-$58,077.48 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,913.63 
DAL Delta Air Lines, Inc.
-1.3%
-$3,398.25 
AES AES Corporation
-1.15%
-$12,750.85 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$29,822.1 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$9,181.38 
INTC Intel Corporation
-1.02%
-$1,722.36 
UPS United Parcel Service, Inc.
-1%
-$2,087.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,644.8 
NXST Nexstar Media Group Inc.
-0.99%
-$3,345.88 
XOM Exxon Mobil Corporation
-0.97%
-$4,455.36 
IXJ iShares Global Healthcare ETF
-0.97%
-$2,011.94 
IGRO iShares International Dividend Growth ETF
-0.91%
-$83,842.92 
FNF Fidelity National Financial, Inc.
-0.9%
-$3,994.07 
LNC Lincoln National Corporation
-0.89%
-$4,133.62 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$6,150.48 
VHT Vanguard Health Care ETF
-0.76%
-$2,173.85 
CVS CVS Health Corporation
-0.75%
-$1,606.07 
MA Mastercard Incorporated
-0.74%
-$29,601.28 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3,909.18 
FAF First American Financial Corporation
-0.71%
-$5,122.44 
VPU Vanguard Utilities ETF
-0.71%
-$1,904 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$6,418.24 
ICLN iShares Global Clean Energy ETF
-0.68%
-$5,928.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$54,238.01 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$45,902.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,314.24 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,599.4 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,892.39 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,992.9 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,613.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$3,327.7 
PRU Prudential Financial, Inc.
-0.56%
-$2,104.49 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,159.96 
VNQ Vanguard Real Estate ETF
-0.54%
-$16,593.12 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,564.92 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$56,341.6 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$16,545.75 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,467.2 
HD The Home Depot, Inc.
-0.42%
-$1,242.68 
MBB iShares MBS ETF
-0.4%
-$1,240.24 
ORI Old Republic International Corp.
-0.39%
-$2,769.64 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,492.75 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.38%
-$1,657.06 
VGT Vanguard Information Technology ETF
-0.38%
-$3,264.99 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$12,813.3 
PAAA PGIM AAA CLO ETF
-0.37%
-$928.53 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,921.05 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$933.16 
TFC Truist Financial Corporation
-0.33%
-$4,427.78 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$816.41 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,223.2 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,043.77 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$793.05 
VTV Vanguard Value ETF
-0.27%
-$7,072.8 
DUHP Dimensional US High Profitability ETF
-0.27%
-$4,484.59 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,470.78 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$9,352.37 
VCRB Vanguard Core Bond ETF
-0.25%
-$9,066.63 
COST Costco Wholesale Corporation
-0.24%
-$752.39 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,399.61 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$4,415.91 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,068.87 
VB Vanguard Small-Cap ETF
-0.22%
-$8,629.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$2,391.84 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,148.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,901.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,309.86 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$568.85 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,394.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$4,766.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,610.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$12,773.74 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$5,305.3 
WOOD iShares Global Timber & Forestry ETF
-0.18%
-$4,087.77 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,390.21 
EMN Eastman Chemical Company
-0.17%
-$927 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,242 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$591.29 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$7,068.91 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$360.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,123.96 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$518.64 
MUB iShares National Muni Bond ETF
-0.11%
-$583.56 
CFG Citizens Financial Group, Inc.
-0.11%
-$909.12 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$587.02 
LVHD Franklin U.S. Low Volatility ETF
-0.11%
-$257.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$7,212.48 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,069.86 
TIP iShares TIPS Bond ETF
-0.1%
-$1,026.19 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$630.25 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$204.4 
PGX Invesco Preferred ETF
-0.09%
-$100.06 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$328.56 
AKRE Akre Focus ETF
-0.09%
-$2,300.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$759.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$3,158.94 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,164.5 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$652.98 
FXI iShares China Large-Cap ETF
-0.06%
-$533.18 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$1,581.74 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,438.2 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$768.75 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$106.05 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.04%
-$330.58 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$695.88 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$96.87 
V Visa Inc. Class A
-0.04%
-$615.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$97.5 
UBER Uber Technologies, Inc.
-0.01%
-$91.95 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2069 | Longs Won 1517/2069 73% | Profit Factor 11.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,276.69 |
| Average Win $37,986.19 | Best Trade (Aug 28) $2.69M | Sharpe Ratio -58.36 |
| Average Loss -$9,035.59 | Worst Trade (Jun 30) -$531,324.82 | Z-Score 12.54 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $25,440.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,310 | $7.69M | $10.29M | - | $2.6M | 33.76% | -7.354% |
| ABBV AbbVie Inc. | 2,938 | $594,766.62 | $737,261.72 | - | $142,495.1 | 23.96% | -2.513% |
| ABT Abbott Laboratories | 2,400 | $217,776 | $253,680 | - | $35,904 | 16.49% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 12,983 | $2.04M | $2.03M | - | -$7,058.44 | -0.35% | +0.495% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,276 | $270,115.51 | $283,316.48 | - | $13,200.97 | 4.89% | -0.328% |
| AEP American Electric Power Company, Inc. | 1,628 | $222,738 | $208,139.8 | - | -$14,598.2 | -6.55% | +0.055% |
| AES AES Corporation | 75,005 | $928,285.54 | $1.1M | - | $172,787.86 | 18.61% | -1.145% |
| AKRE Akre Focus ETF | 46,012 | $2.99M | $2.65M | - | -$347,848.63 | -11.62% | -0.087% |
| AMAT Applied Materials, Inc. | 756 | $258,915.02 | $383,798.53 | - | $124,883.51 | 48.23% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,057 | $324,526.07 | $979,440.53 | - | $654,914.46 | 201.81% | -1.904% |
| AMLP Alerian MLP ETF | 28,557 | $1.48M | $1.58M | - | $99,069.24 | 6.69% | +0.894% |
| AMZN Amazon.com Inc | 15,393 | $2.99M | $4.18M | - | $1.19M | 39.88% | +15.321% |
| APA APA Corporation | 22,609 | $529,122.67 | $843,767.88 | - | $314,645.21 | 59.47% | +2.725% |
| ARE Alexandria Real Estate Equities, Inc. | 4,000 | $211,400 | $205,800 | - | -$5,600 | -2.65% | -1.981% |
| AZN AstraZeneca PLC American Depositary Shares | 2,144 | $388,951.64 | $363,708.16 | - | -$25,243.48 | -6.49% | -0.992% |
| BAC Bank of America Corporation | 5,544 | $252,516.38 | $343,450.8 | - | $90,934.42 | 36.01% | +0.356% |
| BBY Best Buy Co., Inc. | 4,295 | $358,763.96 | $370,486.7 | - | $11,722.74 | 3.27% | -1.776% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 11,377 | $276,347.17 | $272,251.61 | - | -$4,095.56 | -1.48% | -0.209% |
| BEN Franklin Resources Inc. | 10,602 | $253,142.13 | $358,983.72 | - | $105,841.59 | 41.81% | +2.08% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 12,757 | $1.27M | $1.27M | - | $830.38 | 0.07% | +0.02% |
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FAQ
Which stocks have generated the highest profits for Kara Lilian?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Dow Jones Global Select Dividend Index Fund - $913,480.84, iShares Core S&P Mid-Cap ETF - $731,036.56, Invesco S&P 500 Quality ETF - $727,397.35, Entergy Corporation - $402,131.76, and Janus Henderson Group plc - $388,402.85. 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: Akre Focus ETF - $531,324.82, UnitedHealth Group Incorporated - $139,823.98, Diamondback Energy Inc - $139,627.71, Devon Energy Corporation - $113,444, and QUALCOMM Incorporated - $84,965.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kara Lilian's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.03M earned over time. The largest contributors to dividend income include First Trust Dow Jones Global Select Dividend Index Fund - $467,843.7, iShares International Dividend Growth ETF - $315,285.47, Dimensional International Core Equity Market ETF - $271,131.3, ProShares S&P 500 Dividend Aristocrats ETF - $226,297.26, and Invesco S&P 500 Quality ETF - $222,324.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kara Lilian's monthly returns?
Kara Lilian's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kara Lilian's strategy be considered aggressive or moderate?
Kara Lilian'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 Kara Lilian's strategy?
Kara Lilian'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.
