PL
Patrick Lannon Portfolio
Invests via VALLEY FORGE INVESTMENT CONSULTANTS Inc. ADV | Managed by Patrick Lannon
Invests via VALLEY FORGE INVESTMENT CONSULTANTS Inc. ADV
Managed by Patrick Lannon
Automatically Tracked
Patrick Lannon Profile
With a robust career that includes leadership roles in diverse sectors, Patrick Lannon stands out as an influential figure within the business landscape. His extensive experience encompasses corporate governance and strategic development, where he has been instrumental in driving innovation and growth initiatives. Known for his operational insight, he navigates complex market dynamics to enhance organizational performance and value creation. Having participated actively in various boards, Lannon brings a unique perspective on stakeholder engagement and business transformation, making him a relevant force in fostering collaboration across industries.
With a robust career that includes leadership roles in diverse sectors, Patrick Lannon stands out as an influential figure within the business landscape. His extensive experience encompasses corporate governance and strategic development, where he has been instrumental in driving innovation and growth initiatives. Known for his operational insight, he navigates complex market dynamics to enhance organizational performance and value creation. Having participated actively in various boards, Lannon brings a unique perspective on stakeholder engagement and business transformation, making him a relevant force in fostering collaboration across industries.
Investment Philosophy & Strategy
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:
191.21%
Gain +0.39%
Monthly
1.47%
Yearly
19.14%
Drawdown
33.93%
$586.63M
Equity
Holdings
$586.63M
Investment
$393.29M
$204.64M
Profit +$897,376.84
Realized
$11.3M
Unrealized
$193.33M
Dividends
$33.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.39%
Profit
$897,376.84
Win %
83%
This Week
Compared To Last Week
Gain
0.15%
Profit
$897,376.84
Win %
83%
This Month
Compared to last month
Gain
0.08%
Profit
$470,524.11
Win %
83%
This Year
Compared to last year
Gain
0.2%
Profit
$23.75M
Win %
83%
META Meta Platforms Inc Class A
+1.75%
+$5,039.6 
TBBK The Bancorp, Inc.
+1.72%
+$6,055.27 
NVDA NVIDIA Corporation
+1.65%
+$13,373.68 
BRK-A Berkshire Hathaway Inc.
+1.25%
+$96,783.5 
GLW Corning Incorporated
+1.24%
+$2,831.96 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$7,664.43 
MGA Magna International Inc.
+0.99%
+$126.63 
HSY The Hershey Company
+0.92%
+$6,006 
IWF iShares Russell 1000 Growth ETF
+0.88%
+$97,173.38 
TSLA Tesla, Inc.
+0.79%
+$1,621.45 
AAPL Apple Inc.
+0.79%
+$23,181.6 
VGT Vanguard Information Technology ETF
+0.78%
+$12,276 
CAT Caterpillar Inc.
+0.78%
+$1,845.28 
IUSG iShares Core S&P U.S. Growth ETF
+0.71%
+$32,111.76 
LMT Lockheed Martin Corporation
+0.71%
+$2,338.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.68%
+$2,442 
VUG Vanguard Growth ETF
+0.68%
+$17,621.59 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$4,022.22 
VOT Vanguard Mid-Cap Growth ETF
+0.67%
+$5,272.87 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.6%
+$24,573.35 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.59%
+$4,429.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.56%
+$12,523.56 
SLV iShares Silver Trust
+0.5%
+$1,113.6 
VBK Vanguard Small-Cap Growth ETF
+0.48%
+$4,790.57 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.43%
+$1,973.16 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$2,412.9 
LLY Eli Lilly and Company
+0.37%
+$928.8 
IXUS iShares Core International Stock ETF
+0.37%
+$1,419.95 
SCHM Schwab U.S. Mid-Cap ETF
+0.35%
+$52,311.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.35%
+$715.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.34%
+$1,226.64 
ARMK Aramark
+0.34%
+$5,180.45 
IEFA iShares Core MSCI EAFE ETF
+0.34%
+$225,097.62 
SCHX Schwab U.S. Large-Cap ETF
+0.34%
+$151,126.8 
VOO Vanguard S&P 500 ETF
+0.33%
+$8,776.84 
SCHA Schwab U.S. Small-Cap ETF
+0.33%
+$34,912.02 
JNJ Johnson & Johnson
+0.33%
+$951.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.32%
+$5,118.22 
IWB iShares Russell 1000 ETF
+0.32%
+$1,182.93 
SCHE Schwab Emerging Markets Equity ETF
+0.3%
+$3,965.61 
VT Vanguard Total World Stock ETF
+0.29%
+$2,367.32 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$102,751.4 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$102,454.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.26%
+$3,845.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.26%
+$5,975.72 
SO The Southern Company
+0.24%
+$1,844.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$516.78 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.23%
+$621.72 
SCHB Schwab U.S. Broad Market ETF
+0.22%
+$46,059.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$16,624.86 
CB Chubb Limited
+0.22%
+$2,980.04 
SPY SPDR S&P 500 ETF Trust
+0.21%
+$3,363.73 
IVV iShares Core S&P 500 ETF
+0.21%
+$412,487.73 
GOOG Alphabet Inc
+0.21%
+$2,327.41 
VB Vanguard Small-Cap ETF
+0.2%
+$7,083.42 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.19%
+$617.95 
IQLT iShares MSCI International Quality Factor ETF
+0.18%
+$502.92 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$5,294 
SCHF Schwab International Equity ETF
+0.16%
+$18,308.21 
IJS iShares S&P Small-Cap 600 Value ETF
+0.15%
+$2,463.81 
IWR iShares Russell Mid-Cap ETF
+0.15%
+$1,672.8 
GOOGL Alphabet Inc
+0.14%
+$2,544.05 
IWM iShares Russell 2000 ETF
+0.14%
+$1,093.92 
FENC Fennec Pharmaceuticals Inc.
+0.13%
+$540 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$2,176.84 
SPRY Ars Pharmaceuticals Inc
+0.12%
+$416.12 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$230.1 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$206.47 
VO Vanguard Mid-Cap ETF
+0.06%
+$991.65 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$564.42 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$536.15 
LBTYK Liberty Global plc
+0.05%
+$7.34 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.04%
+$348.88 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$859.05 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$350.34 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$928.49 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$42.38 
DFAI Dimensional International Core Equity Market ETF
+0.01%
+$75.6 FLOW
FLOW
0%
$0 
CVX Chevron Corporation
-2.37%
-$573.87 
INV Innventure Inc.
-2.1%
-$157 
C Citigroup Inc.
-1.48%
-$514.56 
NGEN NervGen Pharma Corp.
-1.35%
-$288 
VMC Vulcan Materials Company
-1.28%
-$2,284.8 
NEM Newmont Corporation
-1.28%
-$5,406 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.19%
-$279.3 
DLTH Duluth Holdings Inc.
-1.17%
-$677.75 
HDV iShares Core High Dividend ETF
-0.99%
-$10,899.65 
PAYX Paychex Inc.
-0.79%
-$3,813 
GM General Motors Company
-0.77%
-$59.4 
SCHD Schwab U.S. Dividend Equity ETF
-0.73%
-$55,406.25 
MSFT Microsoft Corp.
-0.68%
-$6,463.4 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.54%
-$1,386.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.51%
-$4,412.29 
JPM JPMorgan Chase & Co.
-0.5%
-$1,757.6 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$6,279.12 
PM Philip Morris International Inc.
-0.46%
-$1,068 
AMZN Amazon.com Inc
-0.44%
-$4,416.5 
VOE Vanguard Mid-Cap Value ETF
-0.43%
-$2,879.79 
MLPX Global X MLP & Energy Infrastructure ETF
-0.35%
-$868.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.24%
-$7,267.63 
VTV Vanguard Value ETF
-0.22%
-$4,908.33 
IWN iShares Russell 2000 Value ETF
-0.16%
-$1,537.16 
LRCX Lam Research Corporation
-0.15%
-$410 
SCHV Schwab U.S. Large-Cap Value ETF
-0.15%
-$8,663.3 
USMV iShares MSCI USA Min Vol Factor ETF
-0.14%
-$1,015.84 
VIG Vanguard Dividend Appreciation ETF
-0.14%
-$5,643.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$633.38 
IUSV iShares Core S&P U.S. Value ETF
-0.1%
-$7,905.04 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$65.81 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$66.23 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 934/1288 72% | Profit Factor 24.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $228,395.32 | Best Trade (Oct 06) $39.68M | Sharpe Ratio -10.85 |
| Average Loss -$24,535.27 | Worst Trade (Oct 05) -$868,036.75 | Z-Score 15.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m | Expectancy $158,878.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,916 | $1.36M | $2.98M | - | $1.62M | 119.69% | +0.785% |
| AGG iShares Core U.S. Aggregate Bond ETF | 79,166 | $7.88M | $7.6M | - | -$275,698.24 | -3.5% | +0.219% |
| AMZN Amazon.com Inc | 4,015 | $783,984.94 | $992,989.8 | - | $209,004.86 | 26.66% | -0.443% |
| ARMK Aramark | 25,902.27 | $703,932.54 | $1.51M | - | $810,832.21 | 115.19% | +0.343% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 9,560 | $232,212.4 | $254,535 | - | $22,322.6 | 9.61% | -0.542% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 3,635 | $397,561.86 | $322,897.05 | - | -$74,664.81 | -18.78% | +0.192% |
| BRK-A Berkshire Hathaway Inc. | 10 | $3.83M | $7.84M | - | $4M | 104.46% | +1.251% |
| BRK-B Berkshire Hathaway Inc. | 1,347 | $421,741.25 | $703,740.15 | - | $281,998.9 | 66.87% | +1.101% |
| BSV Vanguard Short-Term Bond ETF | 23,356 | $1.93M | $1.79M | - | -$138,549.44 | -7.18% | +0.02% |
| C Citigroup Inc. | 256 | $15,252.15 | $34,344.96 | - | $19,092.81 | 125.18% | -1.476% |
| CAT Caterpillar Inc. | 303 | $214,663.38 | $239,257.89 | - | $24,594.51 | 11.46% | +0.777% |
| CB Chubb Limited | 4,000 | $630,157.51 | $1.37M | - | $740,262.49 | 117.47% | +0.218% |
| CVX Chevron Corporation | 111 | $16,346.97 | $23,598.6 | - | $7,251.63 | 44.36% | -2.374% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 39,579 | $1.05M | $1.77M | - | $718,789.52 | 68.16% | +0.123% |
| DFAI Dimensional International Core Equity Market ETF | 15,120 | $592,134.64 | $639,954 | - | $47,819.36 | 8.08% | +0.012% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 16,086 | $371,736.92 | $604,511.88 | - | $232,774.96 | 62.62% | +0.401% |
| DLTH Duluth Holdings Inc. | 13,555 | $279,910.75 | $57,473.2 | - | -$222,437.55 | -79.47% | -1.166% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 31,598 | $2.39M | $2.96M | - | $570,187.21 | 23.81% | -0.245% |
| FENC Fennec Pharmaceuticals Inc. | 40,000 | $291,600 | $426,140 | - | $134,540 | 46.14% | +0.127% |
| FLOW FLOW | 299 | $17 | $17 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Patrick Lannon?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $10.29M, iShares Core MSCI EAFE ETF - $6.25M, Schwab U.S. Large-Cap ETF - $4.29M, iShares Core S&P Small-Cap ETF - $2.2M, and iShares Core S&P Mid-Cap ETF - $1.43M. 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: Lightwave Logic Inc - $231,460, The RealReal, Inc - $172,800, NervGen Pharma Corp - $122,533.38, iShares ESG Aware MSCI EM ETF - $91,921.27, and The Walt Disney Company - $63,552.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Lannon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.04M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $8.46M, iShares Core MSCI EAFE ETF - $6.88M, iShares Core S&P Small-Cap ETF - $2.11M, Schwab U.S. Large-Cap ETF - $1.49M, and iShares Core S&P Mid-Cap ETF - $1.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Lannon's monthly returns?
Patrick Lannon's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Patrick Lannon's strategy be considered aggressive or moderate?
Patrick Lannon's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Patrick Lannon's strategy?
Patrick Lannon's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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