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:
171.03%
Gain +1.74%
Monthly
1.58%
Yearly
20.64%
Drawdown
33.93%
$597.28M
Equity
Holdings
$597.28M
Investment
$407.66M
$215.29M
Profit +$4.32M
Realized
$11.3M
Unrealized
$203.98M
Dividends
$32.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.74%
Profit
$4.32M
Win %
86%
This Week
Compared To Last Week
Gain
3.06%
Profit
$17.72M
Win %
86%
This Month
Compared to last month
Gain
3.06%
Profit
$17.72M
Win %
86%
This Year
Compared to last year
Gain
2.02%
Profit
$34.4M
Win %
86%
SPRY Ars Pharmaceuticals Inc
+10.99%
+$50,767.25 
NEM Newmont Corporation
+7.16%
+$25,670 
FENC Fennec Pharmaceuticals Inc.
+6.78%
+$29,400 
GLW Corning Incorporated
+5.41%
+$13,523.5 
MGA Magna International Inc.
+3.75%
+$510.54 
SLV iShares Silver Trust
+2.95%
+$6,336 
TSLA Tesla, Inc.
+2.83%
+$5,212.79 
VBK Vanguard Small-Cap Growth ETF
+2.41%
+$24,981.5 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.35%
+$10,594.02 
NVDA NVIDIA Corporation
+2.27%
+$19,045.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.98%
+$15,502.47 
LRCX Lam Research Corporation
+1.82%
+$5,580.02 
VGT Vanguard Information Technology ETF
+1.55%
+$24,420 
VOT Vanguard Mid-Cap Growth ETF
+1.41%
+$11,581.25 
VB Vanguard Small-Cap ETF
+1.37%
+$49,584.85 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$507,394.16 
SCHM Schwab U.S. Mid-Cap ETF
+1.32%
+$204,885.22 
IWR iShares Russell Mid-Cap ETF
+1.2%
+$14,009.7 
IQLT iShares MSCI International Quality Factor ETF
+1.2%
+$3,408.67 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.19%
+$252.7 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$7,081.11 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$126,952.8 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.15%
+$3,193.38 
DFAI Dimensional International Core Equity Market ETF
+1.12%
+$7,257.6 
IWM iShares Russell 2000 ETF
+1.11%
+$9,284.55 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$743,505.62 
VMC Vulcan Materials Company
+1.09%
+$2,184.84 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.07%
+$31,598 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$16,004.45 
SCHE Schwab Emerging Markets Equity ETF
+1.04%
+$13,699.38 
SCHF Schwab International Equity ETF
+1.04%
+$117,986.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.02%
+$42,125.4 
IXUS iShares Core International Stock ETF
+1.01%
+$3,935.29 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.99%
+$5,951.82 
IJS iShares S&P Small-Cap 600 Value ETF
+0.96%
+$15,983.94 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$100,840.3 
C Citigroup Inc.
+0.88%
+$302.08 
JNJ Johnson & Johnson
+0.88%
+$2,443.04 
LMT Lockheed Martin Corporation
+0.87%
+$3,167.12 
VT Vanguard Total World Stock ETF
+0.86%
+$7,025.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$13,738.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.82%
+$18,089.5 
AMZN Amazon.com Inc
+0.81%
+$8,913.3 
VUG Vanguard Growth ETF
+0.81%
+$21,504.24 
PM Philip Morris International Inc.
+0.81%
+$1,824.01 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.78%
+$7,059.82 
SCHB Schwab U.S. Broad Market ETF
+0.78%
+$162,981.45 
IWN iShares Russell 2000 Value ETF
+0.76%
+$7,422.48 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$278,177.64 
IWB iShares Russell 1000 ETF
+0.75%
+$2,844.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.74%
+$2,668.48 
GM General Motors Company
+0.74%
+$57.6 
SCHX Schwab U.S. Large-Cap ETF
+0.73%
+$332,478.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$1,609.74 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$32,591.04 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$3,415.61 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.68%
+$12,269.49 
VO Vanguard Mid-Cap ETF
+0.67%
+$10,908.15 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$14,790.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$4,498.72 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$9,729.02 
VOO Vanguard S&P 500 ETF
+0.61%
+$16,270.25 
IVV iShares Core S&P 500 ETF
+0.6%
+$1.19M 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$44,325 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.57%
+$2,211.01 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$45,274.32 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$7,105.32 
DLTH Duluth Holdings Inc.
+0.48%
+$271.1 
SCHV Schwab U.S. Large-Cap Value ETF
+0.46%
+$27,722.56 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.42%
+$956 
VTV Vanguard Value ETF
+0.42%
+$9,415.98 
META Meta Platforms Inc Class A
+0.37%
+$945.98 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$15,167.82 
JPM JPMorgan Chase & Co.
+0.34%
+$1,211.46 
AAPL Apple Inc.
+0.29%
+$8,202.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$2,633.96 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.24%
+$799.7 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$1,496.87 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.22%
+$6,617.5 
HDV iShares Core High Dividend ETF
+0.21%
+$2,255.1 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$389.4 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.19%
+$1,569.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$13,458.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$364.28 
BSV Vanguard Short-Term Bond ETF
+0.13%
+$2,335.6 
VNLA Janus Henderson Short Duration Income ETF
+0.1%
+$1,072.3 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$275.3 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$263.23 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.08%
+$264.94 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$1,701.08 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$2,785.47 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$136.72 
MSFT Microsoft Corp.
+0.03%
+$247.13 
FLOW
0%
$0 
LBTYK Liberty Global plc
-2.38%
-$367.2 
CAT Caterpillar Inc.
-1.72%
-$4,475.32 
TBBK The Bancorp, Inc.
-1.57%
-$7,815.51 
MLPX Global X MLP & Energy Infrastructure ETF
-1.49%
-$3,676.19 
CVX Chevron Corporation
-1.41%
-$296.37 
INV Innventure Inc.
-1.29%
-$450 
CB Chubb Limited
-1.05%
-$14,880 
GOOGL Alphabet Inc
-0.96%
-$18,478.25 
GOOG Alphabet Inc
-0.88%
-$10,325.7 
BRK-A Berkshire Hathaway Inc.
-0.75%
-$59,140 
ARMK Aramark
-0.64%
-$9,324.82 
NGEN NervGen Pharma Corp.
-0.58%
-$100 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,785.07 
LLY Eli Lilly and Company
-0.52%
-$1,389.29 
HSY The Hershey Company
-0.37%
-$2,579.48 
SO The Southern Company
-0.23%
-$1,844.64 
PAYX Paychex Inc.
-0.07%
-$369 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 958/1288 74% | Profit Factor 28.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $232,807.26 | Best Trade (Aug 08) $39.5M | Sharpe Ratio -9.34 |
| Average Loss -$23,465.81 | Worst Trade (Aug 08) -$694,096.5 | Z-Score 20.09 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 4w 1d | Expectancy $167,147.23 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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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Option values are updated at end of day.
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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 - $4.16M, iShares Core S&P Small-Cap ETF - $2.07M, and iShares Core S&P Mid-Cap ETF - $1.32M. 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 $32.21M 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 - $1.98M, Schwab U.S. Large-Cap ETF - $1.36M, and iShares Core S&P Mid-Cap ETF - $1.11M. 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.
