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:
38.62%
Gain +0.07%
Monthly
1.19%
Yearly
15.28%
Drawdown
14.56%
$308.53M
Equity
Holdings
$308.53M
Investment
$264.75M
$50.06M
Profit +$149,982.72
Realized
$6.28M
Unrealized
$43.78M
Dividends
$8.03M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$149,982.72
Win %
67%
This Week
Compared To Last Week
Gain
0.2%
Profit
$603,685.25
Win %
67%
This Month
Compared to last month
Gain
1.54%
Profit
$4.69M
Win %
67%
This Year
Compared to last year
Gain
0.79%
Profit
$2.86M
Win %
69%
FAF First American Financial Corporation
+2.92%
+$17,549.1 
NXST Nexstar Media Group Inc.
+2.42%
+$7,010.36 
USB U.S. Bancorp
+2.4%
+$10,621.86 
CMCSA Comcast Corp
+2.32%
+$6,704.89 
RTX RTX Corporation
+2.31%
+$56,695.68 
PNC The PNC Financial Services Group, Inc.
+2.1%
+$20,461.87 
CHRD Chord Energy Corp
+1.98%
+$8,986.31 
JPM JPMorgan Chase & Co.
+1.9%
+$31,981.95 
AEP American Electric Power Company, Inc.
+1.9%
+$3,842.08 
WY Weyerhaeuser Company
+1.81%
+$8,320.9 
COP ConocoPhillips
+1.75%
+$18,042.75 
TFC Truist Financial Corporation
+1.7%
+$20,576.34 
GE General Electric Company
+1.62%
+$4,543.88 
ROK Rockwell Automation, Inc.
+1.59%
+$4,120.5 
PSA Public Storage Common Stock
+1.57%
+$3,287.31 
OGE Oge Energy Corp.
+1.47%
+$16,739.42 
HD The Home Depot, Inc.
+1.41%
+$3,893.38 
CINF Cincinnati Financial Corporation
+1.39%
+$2,770.37 
JNJ Johnson & Johnson
+1.39%
+$9,130.88 
RF Regions Financial Corporation
+1.35%
+$7,417.39 
ORI Old Republic International Corp.
+1.34%
+$8,471.84 
PG Procter & Gamble Co
+1.29%
+$10,920.11 
XLU Utilities Select Sector SPDR Fund
+1.25%
+$10,766.08 
IXC iShares Global Energy ETF
+1.24%
+$9,338.88 
VPU Vanguard Utilities ETF
+1.2%
+$3,024 
COST Costco Wholesale Corporation
+1.16%
+$3,735.6 
LNC Lincoln National Corporation
+1.15%
+$4,637.74 
CVX Chevron Corporation
+1.14%
+$15,884.94 
FNF Fidelity National Financial, Inc.
+1.13%
+$3,824.1 
LVHD Franklin U.S. Low Volatility ETF
+1.13%
+$2,520.56 
VZ Verizon Communications Inc.
+1.11%
+$14,706.45 
APA APA Corporation
+1.11%
+$11,869.73 
RYN Rayonier Inc.
+1.11%
+$2,736.72 
ITA iShares U.S. Aerospace & Defense ETF
+1.1%
+$1,997.28 
EIX Edison International
+1.1%
+$5,846.24 
XLE Energy Select Sector SPDR Fund
+1.09%
+$21,525.97 
IYM iShares U.S. Basic Materials ETF
+1.07%
+$2,224.95 
MRK Merck & Co., Inc.
+1.06%
+$7,555.24 
KBWB Invesco KBW Bank ETF
+1.05%
+$2,097.55 
ZION Zions Bancorporation, National Association
+1.02%
+$3,971.28 
HBAN Huntington Bancshares Incorporated
+1.01%
+$5,423.6 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.01%
+$26,791.76 
XLP Consumer Staples Select Sector SPDR Fund
+1%
+$5,313.09 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.94%
+$1,925.04 
AAPL Apple Inc.
+0.93%
+$105,592.7 
GNR SPDR S&P Global Natural Resources ETF
+0.92%
+$8,239.7 
DFE WisdomTree Europe SmallCap Dividend Fund
+0.88%
+$3,714.1 
BAC Bank of America Corporation
+0.86%
+$2,467.08 
FNDF Schwab Fundamental International Large Company Index ETF
+0.85%
+$4,731.55 
VNQ Vanguard Real Estate ETF
+0.83%
+$23,353.28 
V Visa Inc. Class A
+0.83%
+$14,554.07 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$23,528.13 
XLF Financial Select Sector SPDR Fund
+0.8%
+$7,845.64 
WMT Walmart Inc.
+0.76%
+$7,523.1 
REZ iShares Residential and Multisector Real Estate ETF
+0.76%
+$1,815.08 
BBY Best Buy Co., Inc.
+0.73%
+$2,963.55 
XOM Exxon Mobil Corporation
+0.72%
+$3,640.03 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$1,744.8 
DFAI Dimensional International Core Equity Market ETF
+0.7%
+$49,302.61 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.68%
+$6,415.12 
NVS Novartis AG Sponsored ADR
+0.68%
+$1,734.63 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.66%
+$15,755.04 
SDY SPDR S&P Dividend ETF
+0.66%
+$2,807.8 
IGRO iShares International Dividend Growth ETF
+0.65%
+$58,889.67 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$4,245.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.61%
+$3,257.65 
UBSI United Bankshares, Inc.
+0.58%
+$2,802.87 
AMLP Alerian MLP ETF
+0.58%
+$8,567.1 
WOOD iShares Global Timber & Forestry ETF
+0.55%
+$11,629.26 
FEZ SPDR Euro Stoxx 50 ETF
+0.55%
+$2,459.14 
PFE Pfizer Inc.
+0.54%
+$9,542.08 
EFA iShares MSCI EAFE ETF
+0.54%
+$4,236.4 
CGW Invesco S&P Global Water Index ETF
+0.53%
+$8,740.69 
VOE Vanguard Mid-Cap Value ETF
+0.53%
+$10,027.91 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$15,006.84 
GS The Goldman Sachs Group, Inc.
+0.49%
+$3,291.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$38,082.33 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.45%
+$29,612.38 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.44%
+$15,994.23 
VTV Vanguard Value ETF
+0.43%
+$11,388.6 
MA Mastercard Incorporated
+0.39%
+$16,646.28 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.39%
+$17,378.45 
CVS CVS Health Corporation
+0.36%
+$670.89 
CFG Citizens Financial Group, Inc.
+0.35%
+$2,500.08 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$1,271.3 
ABBV AbbVie Inc.
+0.34%
+$2,791.13 
PH Parker-Hannifin Corporation
+0.33%
+$951.42 
CAT Caterpillar Inc.
+0.3%
+$2,157.83 
PGX Invesco Preferred ETF
+0.3%
+$300.18 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.28%
+$807.98 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$1,470.78 
WM Waste Management, Inc.
+0.26%
+$788.58 
DFIP Dimensional Inflation-Protected Securities ETF
+0.25%
+$1,304.5 
BMY Bristol-Myers Squibb Company
+0.25%
+$831 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$8,638.16 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.24%
+$7,117.83 
XAR SPDR S&P Aerospace & Defense ETF
+0.23%
+$439.95 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.23%
+$2,541.33 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$950.84 
TIP iShares TIPS Bond ETF
+0.21%
+$2,099.03 
NVDA NVIDIA Corporation
+0.21%
+$4,659.8 
PVAL Putnam Focused Large Cap Value ETF
+0.2%
+$508.31 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.2%
+$2,176.6 
IXJ iShares Global Healthcare ETF
+0.2%
+$431.13 
IHE iShares U.S. Pharmaceuticals ETF
+0.19%
+$1,391.18 
GEV GE Vernova Inc.
+0.18%
+$379.1 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.17%
+$1,322.32 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.17%
+$2,783.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$614.25 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$4,430.07 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$1,631.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$691.32 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$242.18 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$697.1 
VCRB Vanguard Core Bond ETF
+0.1%
+$3,525.07 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$1,399.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$3,827.47 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$885.71 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$2,813.85 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$1,008.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$170.62 
MBB iShares MBS ETF
+0.06%
+$184.36 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.06%
+$122.64 
ICLN iShares Global Clean Energy ETF
+0.06%
+$494.04 
PAVE Global X U.S. Infrastructure Development ETF
+0.06%
+$156.39 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.05%
+$1,112.27 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$574.07 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$252.1 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$345.98 
PAAA PGIM AAA CLO ETF
+0.03%
+$73.31 
MOAT VanEck Morningstar Wide Moat Fund
+0.02%
+$40.86 
AES AES Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 MFSI
MFSI
0%
$0 
NET Cloudflare Inc.
-6.88%
-$19,602.01 
PLTR Palantir Technologies Inc.
-5.74%
-$46,132.08 
INTC Intel Corporation
-4%
-$7,074.64 
AMD Advanced Micro Devices, Inc.
-3.47%
-$40,111.46 
ORCL Oracle Corporation
-3.17%
-$20,534.43 
XSW SPDR S&P Software & Services ETF
-3.15%
-$9,646.77 
AMAT Applied Materials, Inc.
-2.96%
-$9,608.77 
GLW Corning Incorporated
-2.75%
-$5,993.11 
MRVL Marvell Technology, Inc.
-2.64%
-$12,001.1 
NFLX Netflix, Inc.
-2.38%
-$11,612.7 
META Meta Platforms Inc Class A
-2.14%
-$26,003.2 
SOXX iShares Semiconductor ETF
-2%
-$27,359.33 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$17,263.8 
HPQ HP Inc.
-1.78%
-$14,197.7 
CSCO Cisco Systems, Inc.
-1.72%
-$15,348.69 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$4,947.88 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.71%
-$5,965.01 
VGT Vanguard Information Technology ETF
-1.7%
-$15,793.44 
IYW iShares U.S. Technology ETF
-1.68%
-$5,937.13 
MSFT Microsoft Corp.
-1.53%
-$84,927.96 
TMO Thermo Fisher Scientific Inc.
-1.47%
-$6,085.53 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$10,047.66 
GOOGL Alphabet Inc
-1.33%
-$69,043.2 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.26%
-$12,188.94 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$6,048.44 
GOOG Alphabet Inc
-1.2%
-$15,760.98 
UNH UnitedHealth Group Incorporated
-1.19%
-$6,689.56 
IBM International Business Machines Corporation
-1.15%
-$8,174 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.03%
-$9,715.75 
VUG Vanguard Growth ETF
-1.02%
-$12,765.17 
SCHG Schwab U.S. Large-Cap Growth ETF
-1%
-$5,655.24 
EMN Eastman Chemical Company
-0.99%
-$4,866.75 
ARE Alexandria Real Estate Equities, Inc.
-0.97%
-$1,640 
DFAE Dimensional Emerging Core Equity Market ETF
-0.96%
-$15,199.69 
FXI iShares China Large-Cap ETF
-0.95%
-$8,664.17 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$6,651.61 
TSLA Tesla, Inc.
-0.89%
-$5,553.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.88%
-$1,880 
TROW T. Rowe Price Group, Inc.
-0.83%
-$4,416.81 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$23,391.13 
BEN Franklin Resources Inc.
-0.8%
-$2,650.5 
UBER Uber Technologies, Inc.
-0.77%
-$5,057.25 
VB Vanguard Small-Cap ETF
-0.69%
-$25,888.5 
QCOM QUALCOMM Incorporated
-0.68%
-$1,362.45 
SCHA Schwab U.S. Small-Cap ETF
-0.65%
-$4,026.75 
AKRE Akre Focus ETF
-0.64%
-$17,024.44 
MCHI iShares MSCI China ETF
-0.63%
-$4,400.82 
FLR Fluor Corporation
-0.57%
-$1,080 
IWR iShares Russell Mid-Cap ETF
-0.55%
-$2,020.2 
AZN AstraZeneca PLC American Depositary Shares
-0.55%
-$1,951.04 
DAL Delta Air Lines, Inc.
-0.52%
-$1,191.46 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.48%
-$1,422.12 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$4,996.88 
AMZN Amazon.com Inc
-0.47%
-$18,317.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$19,776.22 
SPHQ Invesco S&P 500 Quality ETF
-0.42%
-$50,707.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.4%
-$16,110.9 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$26,145.24 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$11,407.8 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$30,666.43 
VOO Vanguard S&P 500 ETF
-0.39%
-$6,274.44 
SCHK Schwab 1000 Index ETF
-0.38%
-$966.01 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.37%
-$1,304.74 
IVV iShares Core S&P 500 ETF
-0.37%
-$2,495.5 
VHT Vanguard Health Care ETF
-0.32%
-$980.1 
UPS United Parcel Service, Inc.
-0.3%
-$576.52 
VT Vanguard Total World Stock ETF
-0.29%
-$11,245.16 
ABT Abbott Laboratories
-0.27%
-$672 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.27%
-$778.44 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$1,986 
EOI Eaton Vance Enhanced Equity Income Fund
-0.25%
-$2,775.25 
ACWI iShares MSCI ACWI ETF
-0.22%
-$4,544.05 
VO Vanguard Mid-Cap ETF
-0.2%
-$5,932.57 
GIS General Mills, Inc.
-0.2%
-$737.62 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.19%
-$943.12 
DUHP Dimensional US High Profitability ETF
-0.18%
-$3,057.68 
FLIN Franklin FTSE India ETF
-0.17%
-$1,528.56 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.12%
-$282.8 
EPI WisdomTree India Earnings Fund
-0.12%
-$1,294.3 
JNK SPDR Bloomberg High Yield Bond ETF
-0.11%
-$1,735.9 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$335.92 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.08%
-$413.18 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.08%
-$180.4 
QUS SPDR MSCI USA StrategicFactors ETF
-0.07%
-$185.22 
BNDX Vanguard Total International Bond ETF
-0.06%
-$291.51 
PRU Prudential Financial, Inc.
-0.06%
-$213.5 
IWS iShares Russell Mid-Cap Value ETF
-0.05%
-$125.6 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$260.75 
MUB iShares National Muni Bond ETF
-0.04%
-$194.52 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$2,138.79 
GLD SPDR Gold Shares
-0.03%
-$2,034.91 
IAU iShares Gold Trust
-0.01%
-$513.96 
PHO Invesco Water Resources ETF
-0.01%
-$45.47 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2069 | Longs Won 1491/2069 72% | Profit Factor 8.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,492.24 |
| Average Win $38,359.27 | Best Trade (Oct 16) $3.17M | Sharpe Ratio -58.36 |
| Average Loss -$12,345.35 | Worst Trade (Jun 30) -$531,324.82 | Z-Score 7.56 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $24,194.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,310 | $7.69M | $11.5M | - | $3.8M | 49.46% | +0.927% |
| ABBV AbbVie Inc. | 2,938 | $594,766.62 | $835,420.3 | - | $240,653.68 | 40.46% | +0.335% |
| ABT Abbott Laboratories | 2,400 | $217,776 | $250,560 | - | $32,784 | 15.05% | -0.267% |
| ACWI iShares MSCI ACWI ETF | 12,983 | $2.04M | $2.06M | - | $24,750.04 | 1.21% | -0.22% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,276 | $270,115.51 | $290,406.22 | - | $20,290.71 | 7.51% | +0.279% |
| AEP American Electric Power Company, Inc. | 1,628 | $222,738 | $206,186.2 | - | -$16,551.8 | -7.43% | +1.899% |
| AES AES Corporation | 75,005 | $928,285.54 | $1.12M | - | $194,539.31 | 20.96% | 0.0 |
| AKRE Akre Focus ETF | 46,012 | $2.99M | $2.64M | - | -$357,511.15 | -11.94% | -0.642% |
| AMAT Applied Materials, Inc. | 756 | $258,915.02 | $315,478.8 | - | $56,563.78 | 21.85% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 2,057 | $324,526.07 | $1.12M | - | $791,869.54 | 244.01% | -3.468% |
| AMLP Alerian MLP ETF | 28,557 | $1.48M | $1.49M | - | $10,256.97 | 0.69% | +0.578% |
| AMZN Amazon.com Inc | 15,393 | $2.99M | $3.9M | - | $914,584.73 | 30.6% | -0.467% |
| APA APA Corporation | 22,609 | $529,122.67 | $1.08M | - | $550,570.12 | 104.05% | +1.112% |
| ARE Alexandria Real Estate Equities, Inc. | 4,000 | $211,400 | $167,720 | - | -$43,680 | -20.66% | -0.968% |
| AZN AstraZeneca PLC American Depositary Shares | 2,144 | $388,951.64 | $355,410.88 | - | -$33,540.76 | -8.62% | -0.546% |
| BAC Bank of America Corporation | 5,544 | $252,516.38 | $289,091.88 | - | $36,575.5 | 14.48% | +0.861% |
| BBY Best Buy Co., Inc. | 4,295 | $358,763.96 | $407,423.7 | - | $48,659.74 | 13.56% | +0.733% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 11,377 | $276,347.17 | $297,337.89 | - | $20,990.72 | 7.6% | -0.476% |
| BEN Franklin Resources Inc. | 10,602 | $253,142.13 | $330,040.26 | - | $76,898.13 | 30.38% | -0.797% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 12,757 | $1.27M | $1.27M | - | -$1,784.81 | -0.14% | +0.045% |
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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 - $984,142.22, iShares Core S&P Mid-Cap ETF - $751,399.19, Invesco S&P 500 Quality ETF - $749,088.87, ProShares S&P 500 Dividend Aristocrats ETF - $402,995.63, and Entergy Corporation - $402,131.76. 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, Diamondback Energy Inc - $139,627.71, UnitedHealth Group Incorporated - $136,610.78, Devon Energy Corporation - $113,444, and QUALCOMM Incorporated - $83,929.2. 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 $8.03M earned over time. The largest contributors to dividend income include First Trust Dow Jones Global Select Dividend Index Fund - $538,505.08, iShares International Dividend Growth ETF - $357,711.98, Dimensional International Core Equity Market ETF - $302,418.06, ProShares S&P 500 Dividend Aristocrats ETF - $259,106.62, and Invesco S&P 500 Quality ETF - $244,015.93. 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.
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