Edward Lowndes Portfolio
Invests via Angeles Wealth Management LLC | Managed by Joshua R. Rothstein, CFA, Chloe Wohlforth, CFP
Invests via Angeles Wealth Management LLC
Managed by Joshua R. Rothstein, CFA, Chloe Wohlforth, CFP
Automatically Tracked
Edward Lowndes Profile
Edward Lowndes is an accomplished investor-operator known for his strategic leadership in technology commercialization. With extensive experience in driving product innovations, he has successfully positioned various companies to seize market opportunities and enhance operational efficiencies. His entrepreneurial path includes founding multiple startups that focus on transforming cutting-edge ideas into viable market solutions. Furthermore, he possesses a keen insight into industry trends and consumer behavior, allowing him to effectively navigate complex business landscapes. As a dynamic force in capital markets, Edward plays a pivotal role by fostering growth-oriented initiatives and establishing collaborative networks that drive value creation across sectors.
Edward Lowndes is an accomplished investor-operator known for his strategic leadership in technology commercialization. With extensive experience in driving product innovations, he has successfully positioned various companies to seize market opportunities and enhance operational efficiencies. His entrepreneurial path includes founding multiple startups that focus on transforming cutting-edge ideas into viable market solutions. Furthermore, he possesses a keen insight into industry trends and consumer behavior, allowing him to effectively navigate complex business landscapes. As a dynamic force in capital markets, Edward plays a pivotal role by fostering growth-oriented initiatives and establishing collaborative networks that drive value creation across sectors.
Investment Philosophy & Strategy
Growth potential in emerging technologies drives Edward Lowndes' investment strategy. Leveraging his background as a founder of multiple startups, he adeptly identifies trends and market gaps ripe for innovation. With a focus on scalable business models, the approach prioritizes investments that promise substantial returns through technological advancement and operational efficiencies. This method not only emphasizes strategic partnerships but also promotes the acceleration of disruptive ideas into viable commercial ventures. His keen awareness of industry dynamics positions him advantageously in capital markets, ensuring alignment with evolving consumer demands.
Growth potential in emerging technologies drives Edward Lowndes' investment strategy. Leveraging his background as a founder of multiple startups, he adeptly identifies trends and market gaps ripe for innovation. With a focus on scalable business models, the approach prioritizes investments that promise substantial returns through technological advancement and operational efficiencies. This method not only emphasizes strategic partnerships but also promotes the acceleration of disruptive ideas into viable commercial ventures. His keen awareness of industry dynamics positions him advantageously in capital markets, ensuring alignment with evolving consumer demands.
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:
102.87%
Gain -1.76%
Monthly
1.42%
Yearly
18.48%
Drawdown
27.39%
$2.03B
Equity
Holdings
$2.03B
Investment
$1.51B
$535.02M
Profit -$14.99M
Realized
$14.02M
Unrealized
$521.01M
Dividends
$83.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.76%
Profit
-$14.99M
Win %
72%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$15.26M
Win %
72%
This Month
Compared to last month
Gain
-0.97%
Profit
-$19.79M
Win %
72%
This Year
Compared to last year
Gain
10.81%
Profit
$198.01M
Win %
71%
BABA Alibaba Group Holding Limited SP ADR
+4.69%
+$163,581.8 
TER Teradyne, Inc.
+3.54%
+$7,732.59 
SPOT Spotify Technology S.A.
+2.98%
+$19,485.99 
YOLO AdvisorShares Pure Cannabis ETF
+2.69%
+$16,219.49 
DASH DoorDash, Inc.
+2.65%
+$13,337.04 
SNDK SanDisk Corporation
+2.59%
+$14,640.87 
TOST Toast Inc.
+2.58%
+$18,560.47 
FIX Comfort Systems USA, Inc.
+2.34%
+$10,471.74 
ISRG Intuitive Surgical, Inc.
+2.24%
+$36,913.25 
MSFT Microsoft Corp.
+2.15%
+$822,140.55 
INTC Intel Corporation
+2.12%
+$38,596.14 
DPZ Domino's Pizza Inc.
+2.11%
+$4,135.11 
WDC Western Digital Corporation
+2.08%
+$10,793.91 
GEV GE Vernova Inc.
+2.07%
+$74,160.36 
PGR Progressive Corporation
+2.05%
+$24,578.12 
SNOW Snowflake Inc.
+2.02%
+$11,777.6 
PODD Insulet Corporation
+2.02%
+$9,019.75 
AVGO Broadcom Inc.
+1.98%
+$314,554.14 
MU Micron Technology, Inc.
+1.95%
+$121,282.46 
EBAY eBay Inc.
+1.9%
+$5,197.2 
STX Seagate Technology Holdings plc
+1.88%
+$42,299.4 
PLTR Palantir Technologies Inc.
+1.87%
+$22,249.76 
PAA Plains All American Pipeline, L.P.
+1.84%
+$84,835.08 
ABEV Ambev S.A.
+1.81%
+$747.78 
ULTA Ulta Beauty Inc.
+1.77%
+$7,582.42 
CRM Salesforce Inc
+1.76%
+$15,990 
DDOG Datadog, Inc. Class A Common Stock
+1.74%
+$8,298.4 
WDAY Workday Inc.
+1.69%
+$3,994.28 
TMUS T-Mobile US, Inc.
+1.67%
+$12,679.5 
MMSI Merit Medical Systems, Inc.
+1.59%
+$4,376.62 
ALL Allstate Corporation
+1.58%
+$7,525.4 
AMD Advanced Micro Devices, Inc.
+1.57%
+$51,678.7 
GOOG Alphabet Inc
+1.52%
+$276,727.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.5%
+$6,994.68 
GOOGL Alphabet Inc
+1.5%
+$330,316.38 
EPD Enterprise Products Partners L.P.
+1.49%
+$17,075.49 
NOW ServiceNow, Inc.
+1.48%
+$21,447.54 
DLR Digital Realty Trust, Inc.
+1.42%
+$6,592.43 
ICE Intercontinental Exchange, Inc.
+1.4%
+$2,882.1 
MPWR Monolithic Power Systems, Inc.
+1.28%
+$4,334.4 
PAGP Plains GP Holdings, L.P.
+1.25%
+$25,886.08 
CVX Chevron Corporation
+1.21%
+$35,674.26 
VLO Valero Energy Corporation
+1.19%
+$11,744.09 
AMZN Amazon.com Inc
+1.12%
+$275,657.76 
WMB The Williams Companies, Inc.
+1.08%
+$10,331.62 
SCHW Charles Schwab Corporation
+1.07%
+$12,720.3 
PAAS Pan American Silver Corp.
+0.99%
+$3,822.98 
ROST Ross Stores, Inc.
+0.99%
+$3,004.4 
ABT Abbott Laboratories
+0.99%
+$10,793 
LVS Las Vegas Sands Corp.
+0.98%
+$2,390.54 
PSX Phillips 66
+0.95%
+$11,581.64 
INTU Intuit Inc.
+0.94%
+$3,669.13 
LBRT Liberty Energy Inc.
+0.92%
+$10,309.2 
KMI Kinder Morgan, Inc.
+0.91%
+$5,538.92 
MPC Marathon Petroleum Corporation
+0.9%
+$5,342.4 
CI The Cigna Group
+0.89%
+$9,392.28 
ACN Accenture plc Class A
+0.86%
+$5,960.58 
EOG EOG Resources, Inc.
+0.85%
+$4,844.53 
COP ConocoPhillips
+0.83%
+$10,256.7 
T AT&T Inc.
+0.8%
+$5,421.15 
TJX The TJX Companies, Inc.
+0.79%
+$17,401.12 
VRT Vertiv Holdings Co
+0.77%
+$2,498.52 
SHOP Shopify Inc.
+0.74%
+$3,295.44 
FCX Freeport-McMoRan Inc.
+0.73%
+$5,357.98 
MA Mastercard Incorporated
+0.72%
+$34,000.03 
DUK Duke Energy Corporation
+0.71%
+$6,703.48 
XOM Exxon Mobil Corporation
+0.7%
+$32,759.67 
DT Dynatrace, Inc.
+0.68%
+$1,662.6 
KO The Coca-Cola Company
+0.67%
+$10,588.05 
V Visa Inc. Class A
+0.67%
+$65,976.16 
WELL Welltower Inc.
+0.66%
+$4,952 
HLT Hilton Worldwide Holdings Inc.
+0.66%
+$3,443.52 
PWR Quanta Services Inc.
+0.64%
+$27,350.18 
MO Altria Group, Inc.
+0.6%
+$4,936.39 
PCG PG&E Corporation
+0.58%
+$1,576.9 
IT Gartner Inc.
+0.57%
+$1,096 
DJCO Daily Journal Corporation
+0.55%
+$3,413.87 
TM Toyota Motor Corporation
+0.54%
+$961.92 
GD General Dynamics Corporation
+0.53%
+$1,903.2 
HON Honeywell International Inc.
+0.52%
+$1,729.56 
ILF iShares Latin America 40 ETF
+0.5%
+$4,942.58 
RTX RTX Corporation
+0.5%
+$13,225.92 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.49%
+$1,084.76 
THG Hanover Insurance Group, Inc.
+0.48%
+$1,487.32 
XLE Energy Select Sector SPDR Fund
+0.48%
+$5,332.8 
NOC Northrop Grumman Corporation
+0.47%
+$1,876.71 
ORLA Orla Mining Ltd.
+0.47%
+$543.04 
NCNO nCino, Inc.
+0.45%
+$1,466.96 
SOXX iShares Semiconductor ETF
+0.45%
+$1,530.81 
OTF Blue Owl Technology Finance Corp.
+0.45%
+$582.75 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$328.44 
CEG Constellation Energy Corporation
+0.44%
+$1,004.55 
DIBS 1stdibs.com, Inc.
+0.44%
+$204.16 
ANET Arista Networks, Inc.
+0.41%
+$2,951.13 
ETN Eaton Corporation plc
+0.39%
+$8,093.28 
SLV iShares Silver Trust
+0.37%
+$1,049.37 
APD Air Products and Chemicals, Inc.
+0.35%
+$723.05 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$3,416.38 
SMH VanEck Semiconductor ETF
+0.31%
+$2,007.23 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.3%
+$336 
LULU lululemon athletica inc.
+0.29%
+$455.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$5,594.69 
IYW iShares U.S. Technology ETF
+0.29%
+$694.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$2,206.2 
IXN iShares Global Tech ETF
+0.23%
+$440.2 
NVDA NVIDIA Corporation
+0.23%
+$79,685.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.21%
+$489.24 
MTUM iShares MSCI USA Momentum Factor ETF
+0.2%
+$238.95 
IUSG iShares Core S&P U.S. Growth ETF
+0.19%
+$49.35 
MAR Marriott International Inc. - Class A
+0.19%
+$461.61 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$675.97 
MDT Medtronic plc
+0.16%
+$785.59 
AVPT AvePoint, Inc.
+0.15%
+$3,749.86 
VTR Ventas Inc.
+0.15%
+$466.06 
IBM International Business Machines Corporation
+0.14%
+$1,534.5 
LMT Lockheed Martin Corporation
+0.14%
+$1,491.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$5,479.04 
VOX Vanguard Communication Services ETF
+0.12%
+$97.52 
VGT Vanguard Information Technology ETF
+0.12%
+$1,608.9 
CB Chubb Limited
+0.11%
+$753.09 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$1,560.01 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$12,429.5 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$2,075.84 
OKE ONEOK, Inc.
+0.06%
+$211.86 
XLK State Street Technology Select Sector SPDR ETF
+0.06%
+$391.16 
STT State Street Corp
+0.06%
+$257.4 
VUG Vanguard Growth ETF
+0.04%
+$4,658.94 
USB U.S. Bancorp
+0.03%
+$216.14 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$933.15 
EWY iShares MSCI South Korea ETF
+0.03%
+$11.36 
CME CME Group Inc.
+0.02%
+$80.1 
TXN Texas Instruments Inc
+0.02%
+$216.91 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$11.78 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$51.12 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
DTST Data Storage Corporation
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
ORCLPRD
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOSS Gossamer Bio Inc.
-17.11%
-$582 
INV Innventure Inc.
-7.12%
-$15,109.68 
ALIT Alight Inc.
-6.51%
-$1,089.55 
IPGP IPG Photonics Corporation
-6.16%
-$20,254.5 
HYLN Hyliion Holdings Corp.
-4.95%
-$4,625 
SAFE Safehold Inc.
-4.09%
-$35,876.4 
ORCL Oracle Corporation
-3.99%
-$46,559.52 
UPS United Parcel Service, Inc.
-3.85%
-$10,532.25 
KNF Knife River Corporation
-3.79%
-$26,849.1 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$11,417.04 
RVTY Revvity Inc.
-3.5%
-$21,971.12 
ARES Ares Management Corporation
-3.5%
-$40,955.2 
SOC Sable Offshore Corp.
-3.45%
-$1,741.35 
WHR Whirlpool Corporation
-3.43%
-$50,693.07 
FOXF Fox Factory Holding Corp.
-3.42%
-$78,205.4 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-3.35%
-$8,811 
GSK GSK plc Sponsored ADR
-3.3%
-$8,707.32 
DEFT Defi Technologies Inc.
-3.29%
-$280 
DORM Dorman Products, Inc.
-3.03%
-$8,458.1 
TSLA Tesla, Inc.
-2.97%
-$196,360.1 
CRH CRH plc
-2.89%
-$6,483.51 
PANW Palo Alto Networks, Inc.
-2.79%
-$58,516.8 
USEA United Maritime Corporation
-2.78%
-$5,393.64 
NVS Novartis AG Sponsored ADR
-2.74%
-$18,065.49 
LLY Eli Lilly and Company
-2.74%
-$240,967.91 
BX Blackstone Inc.
-2.62%
-$43,412.32 
AZN AstraZeneca PLC American Depositary Shares
-2.6%
-$9,552.64 
CARR Carrier Global Corporation
-2.5%
-$8,422.84 
KLAC KLA Corporation
-2.48%
-$21,774.2 
MRK Merck & Co., Inc.
-2.42%
-$116,131.47 
SHW The Sherwin-Williams Company
-2.35%
-$94,421.04 
UBS UBS Group AG
-2.31%
-$7,614.02 
BDX Becton, Dickinson and Company
-2.3%
-$7,753.2 
EVR Evercore Inc.
-2.3%
-$38,451.12 
USFD US Foods Holding Corp
-2.26%
-$7,431.6 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$39,822.84 
GE General Electric Company
-2.16%
-$99,661.77 
AAPL Apple Inc.
-2.14%
-$1.3M 
FDX FedEx Corporation
-2.13%
-$10,823.96 
COMP Compass Inc.
-2.12%
-$4,706.28 
EMR Emerson Electric Co.
-2.12%
-$10,187.74 
TSLX Sixth Street Specialty Lending Inc.
-2.12%
-$5,550 
MNST Monster Beverage Corporation
-2.1%
-$15,680.45 
MS Morgan Stanley
-2.1%
-$34,745.02 
LRCX Lam Research Corporation
-2.09%
-$66,433.32 
BA Boeing Company
-2.08%
-$11,841.3 
SWVL Swvl Holdings Corp.
-2.03%
-$1,110 
NFLX Netflix, Inc.
-2%
-$39,877.86 
APO-PA Apollo Global Management, Inc.
-1.98%
-$3,630 
DRI Darden Restaurants, Inc.
-1.92%
-$4,853.94 
LOW Lowe's Companies Inc.
-1.91%
-$17,366.26 
DE Deere & Company
-1.86%
-$14,108.09 
UNP Union Pacific Corporation
-1.85%
-$49,102.56 
MEDP Medpace Holdings Inc.
-1.82%
-$8,976.8 
APO Apollo Global Management, Inc.
-1.82%
-$10,715.67 
KWR Quaker Chemical Corporation
-1.79%
-$5,378.4 
WMT Walmart Inc.
-1.79%
-$50,439 
UROY Uranium Royalty Corp.
-1.78%
-$1,429.5 
SAN Banco Santander S.A. Sponsored ADR
-1.77%
-$5,196.72 
ORLY O'Reilly Automotive Inc.
-1.77%
-$10,021.36 
CAT Caterpillar Inc.
-1.76%
-$27,596.81 
XYL Xylem Inc.
-1.76%
-$7,056.72 
AMT American Tower Corporation
-1.74%
-$7,373.36 
GWW W.W. Grainger, Inc.
-1.72%
-$12,608.5 
HD The Home Depot, Inc.
-1.71%
-$74,429.81 
IBB iShares Biotechnology ETF
-1.7%
-$668.61 
BLK BlackRock, Inc.
-1.7%
-$22,197.98 
AZO AutoZone Inc.
-1.66%
-$6,528.69 
JNJ Johnson & Johnson
-1.66%
-$85,061.39 
EWT iShares MSCI Taiwan ETF
-1.63%
-$58.83 
SRE Sempra
-1.63%
-$4,173 
WST West Pharmaceutical Services, Inc.
-1.62%
-$5,968.21 
F Ford Motor Company
-1.62%
-$27,112.86 
FAST Fastenal Co.
-1.6%
-$4,918.74 
HSBC HSBC Holdings plc Sponsored ADR
-1.59%
-$5,104 
ITW Illinois Tool Works Inc.
-1.58%
-$5,226 
PLD Prologis Inc.
-1.55%
-$7,184.25 
ECL Ecolab Inc.
-1.52%
-$9,917.44 
SNPS Synopsys, Inc.
-1.51%
-$4,314.73 
CMI Cummins Inc.
-1.45%
-$24,850.01 
BKR Baker Hughes Company
-1.43%
-$6,570.4 
ECG Everus Construction Group, Inc.
-1.4%
-$16,048.08 
BAC Bank of America Corporation
-1.35%
-$38,050.52 
LYG Lloyds Banking Group Plc ADR
-1.34%
-$3,182.96 
NVO Novo Nordisk A/S Sponsored ADR
-1.34%
-$4,008.82 
BBCA JPMorgan BetaBuilders Canada ETF
-1.33%
-$5,440.89 
WFC Wells Fargo & Company
-1.33%
-$59,045.69 
CTAS Cintas Corporation
-1.3%
-$43,465.3 
SHEL Shell plc
-1.28%
-$7,404.32 
CCI Crown Castle Inc.
-1.26%
-$5,060 
CSX CSX Corporation
-1.26%
-$7,070.72 
CAH Cardinal Health Inc.
-1.26%
-$5,281.92 
DIS The Walt Disney Company
-1.26%
-$13,526.31 
MDU MDU Resources Group, Inc.
-1.25%
-$9,155.49 
SLX VanEck Steel ETF
-1.25%
-$6,802.5 
COR Cencora, Inc.
-1.24%
-$2,678.42 
CFG Citizens Financial Group, Inc.
-1.23%
-$3,600.94 
BKNG Booking Holdings Inc.
-1.23%
-$14,383.5 
MCK McKesson Corporation
-1.22%
-$7,776.5 
PFE Pfizer Inc.
-1.22%
-$5,078.56 
VHT Vanguard Health Care ETF
-1.21%
-$29.4 
GMED Globus Medical Inc.
-1.21%
-$5,221.02 
ED Consolidated Edison, Inc.
-1.2%
-$5,057.1 
PEP PepsiCo, Inc.
-1.2%
-$31,761.88 
RGEN Repligen Corporation
-1.2%
-$4,553.15 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$30,663.36 
BEN Franklin Resources Inc.
-1.17%
-$4,092.22 
CPNG Coupang Inc.
-1.15%
-$12,231.07 
DHR Danaher Corporation
-1.13%
-$12,912.9 
XLV Health Care Select Sector SPDR Fund
-1.12%
-$3,091.47 
IQV IQVIA Holdings Inc.
-1.12%
-$3,033.02 
CL Colgate-Palmolive Company
-1.12%
-$28,893.28 
CSCO Cisco Systems, Inc.
-1.11%
-$36,604.8 
RBC RBC Bearings Incorporated
-1.09%
-$7,667.51 
MCO Moody's Corporation
-1.09%
-$22,359.06 
KBE SPDR S&P Bank ETF
-1.08%
-$229.52 
APA APA Corporation
-1.08%
-$5,319.24 
CRI Carter's Inc.
-1.08%
-$14,456.6 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$7,086.4 
ADBE Adobe Inc.
-1.06%
-$9,467.72 
PNC The PNC Financial Services Group, Inc.
-1.06%
-$5,759.19 
BBEU JPMorgan BetaBuilders Europe Fund
-1.04%
-$2,679.48 
FITB Fifth Third Bancorp
-1.02%
-$4,642.71 
VGK Vanguard FTSE Europe ETF
-1.01%
-$698,441.89 
CTRE CareTrust REIT Inc.
-1%
-$6,569.11 
UNH UnitedHealth Group Incorporated
-0.99%
-$13,322.08 
EIS iShares MSCI Israel ETF
-0.99%
-$34.51 
ARCC Ares Capital Corporation
-0.99%
-$3,040 
IAT iShares U.S. Regional Banks ETF
-0.99%
-$37.47 
AXP American Express Company
-0.97%
-$13,354.12 
BMY Bristol-Myers Squibb Company
-0.92%
-$11,732.56 
GS The Goldman Sachs Group, Inc.
-0.92%
-$16,911.87 
GLW Corning Incorporated
-0.89%
-$6,726.7 
DFSV Dimensional US Small Cap Value ETF
-0.87%
-$1,000.5 
ODFL Old Dominion Freight Line, Inc.
-0.87%
-$5,262.23 
DFAT Dimensional US Targeted Value ETF
-0.86%
-$3,035.89 
QCOM QUALCOMM Incorporated
-0.85%
-$21,405.06 
D Dominion Energy, Inc.
-0.84%
-$3,578.4 
SO The Southern Company
-0.84%
-$2,191.2 
NEE NextEra Energy, Inc.
-0.83%
-$8,068.22 
AEP American Electric Power Company, Inc.
-0.82%
-$3,765.95 
DFIV Dimensional International Value ETF
-0.82%
-$1,105.84 
IYM iShares U.S. Basic Materials ETF
-0.82%
-$331.76 
O Realty Income Corporation
-0.81%
-$2,854.22 
GDX VanEck Gold Miners ETF
-0.81%
-$2,030 
IDV iShares International Select Dividend ETF
-0.8%
-$62,789.69 
GILD Gilead Sciences Inc.
-0.8%
-$6,351.52 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$11,205 
KR Kroger Co.
-0.79%
-$1,842.8 
RSG Republic Services, Inc.
-0.79%
-$9,012.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.78%
-$1,786 
EFG iShares MSCI EAFE Growth ETF
-0.78%
-$903.96 
ADI Analog Devices, Inc.
-0.77%
-$12,397.5 
FTNT Fortinet Inc.
-0.77%
-$4,911.25 
BAC-PL Bank of America Corporation
-0.75%
-$966 
AMAT Applied Materials, Inc.
-0.75%
-$18,695.16 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$1,329.08 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.74%
-$9,228.78 
JCI Johnson Controls International plc
-0.74%
-$4,274.4 
CVLT Commvault Systems Inc.
-0.74%
-$5,350.76 
BALL Ball Corp.
-0.73%
-$3,252.66 
EFA iShares MSCI EAFE ETF
-0.73%
-$52,610.67 
AVDE Avantis International Equity ETF
-0.73%
-$55.25 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$3,728.4 
SMMD iShares Russell 2500 ETF
-0.71%
-$229.12 
INDA ISHARES MSCI INDIA ETF
-0.7%
-$468.17 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$3,062.04 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$8,128.35 
MSI Motorola Solutions, Inc.
-0.7%
-$7,198.99 
EXEL Exelixis Inc.
-0.7%
-$3,873.87 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$9,944.9 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$860.55 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$556.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.69%
-$3,122.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$40,874.88 
TSCO Tractor Supply Company
-0.69%
-$1,508.85 
IUSV iShares Core S&P U.S. Value ETF
-0.69%
-$897.05 
VXF Vanguard Extended Market ETF
-0.69%
-$232.17 
CGNT Cognyte Software Ltd.
-0.69%
-$3,820.74 
HOOD Robinhood Markets, Inc.
-0.68%
-$8,939.28 
CUE Cue Biopharma, Inc.
-0.67%
-$2,148.3 
NKE Nike, Inc. - Class B
-0.67%
-$3,763.02 
IWO iShares Russell 2000 Growth ETF
-0.67%
-$1,969.5 
WPM Wheaton Precious Metals Corp.
-0.67%
-$1,317.72 
TECH Bio-Techne Corporation
-0.67%
-$3,398.4 
IWN iShares Russell 2000 Value ETF
-0.66%
-$992.8 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$6,504.53 
VYMI Vanguard International High Dividend Yield Index Fund
-0.65%
-$29,040 
DFEV Dimensional Emerging Markets Value ETF
-0.65%
-$242.84 
JPM JPMorgan Chase & Co.
-0.65%
-$78,936.78 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.65%
-$1,481.28 
VB Vanguard Small-Cap ETF
-0.65%
-$4,421.76 
GNR SPDR S&P Global Natural Resources ETF
-0.65%
-$281.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.65%
-$510 
LH Labcorp Holdings Inc.
-0.65%
-$3,559.25 
SBUX Starbucks Corporation
-0.65%
-$4,726.68 
IDXX IDEXX Laboratories, Inc.
-0.64%
-$5,020.29 
TTE TotalEnergies SE
-0.64%
-$1,476.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.64%
-$868,224.61 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.64%
-$374 
IVE ISHARES S&P 500 VALUE ETF
-0.63%
-$3,198.84 
PRLB Proto Labs Inc.
-0.63%
-$2,200.1 
DFIC Dimensional International Core Equity Market ETF
-0.63%
-$2,442.36 
SCHM Schwab U.S. Mid-Cap ETF
-0.63%
-$122.98 
DFIS Dimensional International Small Cap ETF
-0.62%
-$348.92 
COF Capital One Financial Corporation
-0.62%
-$3,452.01 
DISV Dimensional International Small Cap Equity Fund
-0.62%
-$265.45 
IWM iShares Russell 2000 ETF
-0.62%
-$11,699.02 
VOE Vanguard Mid-Cap Value ETF
-0.61%
-$622.38 
WGO Winnebago Industries, Inc.
-0.6%
-$1,970.81 
UL Unilever PLC Sponsored American Depositary Receipt
-0.6%
-$1,577.25 
MOO VanEck Agribusiness ETF
-0.59%
-$49 
DVY iShares Select Dividend ETF
-0.59%
-$1,860.48 
BSX Boston Scientific Corporation
-0.59%
-$1,858.74 
DUHP Dimensional US High Profitability ETF
-0.58%
-$2,754.72 
GWRE GUIDEWIRE SOFTWARE INC
-0.58%
-$2,284.62 
AMGN Amgen Inc.
-0.58%
-$4,982 
EXR Extra Space Storage Inc.
-0.57%
-$2,374.9 
SCHF Schwab International Equity ETF
-0.57%
-$12,298.94 
GRW TCW Fund Inc. Compounders ETF
-0.56%
-$4,998.1 
EWO iShares MSCI Austria ETF
-0.56%
-$1,247.85 
PG Procter & Gamble Co
-0.56%
-$7,277.76 
WCN Waste Connections Inc.
-0.56%
-$1,810.56 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.55%
-$1,285.83 
COST Costco Wholesale Corporation
-0.54%
-$54,679.95 
SPGI S&P Global Inc.
-0.54%
-$2,817.85 
WIT Wipro Limited American Depositary Receipt
-0.54%
-$639.85 
TLH iShares 10-20 Year Treasury Bond ETF
-0.54%
-$37,514.46 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$431.84 
PII Polaris Inc.
-0.53%
-$8,774.22 
XLU Utilities Select Sector SPDR Fund
-0.53%
-$288 
VNQ Vanguard Real Estate ETF
-0.53%
-$159 
ZION Zions Bancorporation, National Association
-0.53%
-$4,067.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.53%
-$174.64 
SCHC Schwab International Small-Cap Equity ETF
-0.52%
-$105 
VPU Vanguard Utilities ETF
-0.52%
-$7.14 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$2,968.71 
SMIN iShares MSCI India Small-Cap ETF
-0.52%
-$14.76 
NEM Newmont Corporation
-0.51%
-$967.84 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-0.51%
-$568.48 
MGV Vanguard Mega Cap Value ETF
-0.51%
-$291.1 
TRIN Trinity Capital Inc.
-0.51%
-$1,669.77 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$4,367.55 
DIHP Dimensional International High Profitability Portfolio
-0.5%
-$776.05 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$188.53 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$6,830.88 
C Citigroup Inc.
-0.48%
-$4,142.29 
BKLN Invesco Senior Loan ETF
-0.46%
-$42,279.94 
VTV Vanguard Value ETF
-0.46%
-$250,950.66 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$91,111.76 
ZTS Zoetis Inc.
-0.46%
-$1,061.55 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.46%
-$7.98 
MSOS AdvisorShares Pure US Cannabis ETF
-0.45%
-$24 
AEM Agnico Eagle Mines Limited
-0.45%
-$615.49 
IWD iShares Russell 1000 Value ETF
-0.44%
-$7,662.59 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$3,062.18 
APH Amphenol Corporation
-0.44%
-$5,991.48 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.44%
-$166.68 
SAP SAP SE Sponsored ADR
-0.43%
-$2,125.89 
IGF iShares Global Infrastructure ETF
-0.43%
-$1,653 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$161 
ABBV AbbVie Inc.
-0.41%
-$21,917.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.41%
-$9,194.64 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$5.7 
XLP Consumer Staples Select Sector SPDR Fund
-0.41%
-$630.35 
XLRE The Real Estate Select Sector SPDR Fund
-0.41%
-$266.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.41%
-$1,060.29 
DFUV Dimensional US Marketwide Value ETF
-0.4%
-$2,130.48 
AVDV Avantis International Small Cap Value ETF
-0.4%
-$377.46 
HELE Helen of Troy Limited
-0.39%
-$1,194.05 
TXRH Texas Roadhouse Inc.
-0.39%
-$974.82 
DFLV Dimensional US Large Cap Value ETF
-0.39%
-$177.78 
IXUS iShares Core International Stock ETF
-0.39%
-$64,263.24 
VO Vanguard Mid-Cap ETF
-0.39%
-$2,994.6 
URTH iShares MSCI World ETF
-0.38%
-$91,217.1 
XLF Financial Select Sector SPDR Fund
-0.38%
-$2,782.53 
UBER Uber Technologies, Inc.
-0.37%
-$3,486.24 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.37%
-$26.68 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$417.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$492,972.9 
TT Trane Technologies plc
-0.34%
-$1,323.42 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.34%
-$512 
AVUS Avantis U.S. Equity ETF
-0.34%
-$2,367.15 
SILJ Amplify Junior Silver Miners ETF
-0.34%
-$2,234.24 
GM General Motors Company
-0.33%
-$1,107.75 
VT Vanguard Total World Stock ETF
-0.33%
-$751,096.38 
HESM Hess Midstream LP
-0.32%
-$1,079 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$58.8 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$72 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.32%
-$1,302.42 
SUSA iShares MSCI USA ESG Select ETF
-0.31%
-$19.2 
MMM 3M Company
-0.31%
-$2,203.5 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$36.6 
GAL SPDR SSGA Global Allocation ETF
-0.3%
-$0.8 
MFG Mizuho Financial Group Inc. ADR
-0.3%
-$708.42 
FRDM Freedom 100 Emerging Markets ETF
-0.29%
-$5,558.83 
CHD Church & Dwight Co., Inc.
-0.29%
-$1,130.08 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$8,704.08 
RAMP LiveRamp Holdings, Inc.
-0.28%
-$1,842.02 
WFC-PL Wells Fargo & Company
-0.28%
-$196.2 
EQIX Equinix, Inc.
-0.26%
-$804.31 
RCL Royal Caribbean Group
-0.26%
-$595.69 
HAL Halliburton Company
-0.26%
-$1,167.84 
SCHX Schwab U.S. Large-Cap ETF
-0.26%
-$876.98 
ADSK Autodesk, Inc.
-0.25%
-$496.1 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$125.08 
FT Franklin Universal Trust
-0.25%
-$441.76 
PH Parker-Hannifin Corporation
-0.25%
-$1,073.61 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.25%
-$61.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$363.36 
SYK Stryker Corporation
-0.24%
-$1,549.06 
DFUS Dimensional U.S. Equity Market ETF
-0.23%
-$727.7 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$59 
LIN Linde plc
-0.23%
-$3,414.06 
GLDM SPDR Gold MiniShares Trust
-0.23%
-$710.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$333 
GLD SPDR Gold Shares
-0.22%
-$7,642.4 
SCHK Schwab 1000 Index ETF
-0.22%
-$160 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.22%
-$598.52 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.22%
-$515.2 
IGOV iShares International Treasury Bond ETF
-0.22%
-$700.56 
VZ Verizon Communications Inc.
-0.22%
-$1,365.34 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$40,642.42 
IAU iShares Gold Trust
-0.21%
-$2,133.44 
TIP iShares TIPS Bond ETF
-0.21%
-$578.68 
IWB iShares Russell 1000 ETF
-0.2%
-$78.02 
NOK Nokia Corporation Sponsored ADR
-0.2%
-$801.52 
ATO Atmos Energy Corporation
-0.2%
-$401.8 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.2%
-$466.4 
KTOS Kratos Defense & Security Solutions, Inc.
-0.2%
-$362.34 
IVV iShares Core S&P 500 ETF
-0.18%
-$4,958.45 
MUB iShares National Muni Bond ETF
-0.18%
-$145,831.65 
VOO Vanguard S&P 500 ETF
-0.17%
-$192,197.29 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$69,058.9 
RMD ResMed Inc.
-0.17%
-$397.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.16%
-$63.25 
TRGP Targa Resources Corp.
-0.15%
-$508.26 
HCA HCA Healthcare Inc.
-0.15%
-$1,676.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$296.92 
TRV The Travelers Companies, Inc.
-0.14%
-$506.48 
PM Philip Morris International Inc.
-0.13%
-$2,466.11 
MKSI MKS Instruments Inc.
-0.13%
-$358.75 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$212.3 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.12%
-$312.18 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$94,389.44 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$966.96 
STHO Star Holdings Inc.
-0.11%
-$131.99 
CMF iShares California Muni Bond ETF
-0.1%
-$95.58 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.1%
-$334.68 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$8,566.35 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$1.84 
OEF iShares S&P 100 ETF
-0.09%
-$30.08 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$17.64 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$90.08 
WM Waste Management, Inc.
-0.08%
-$1,016.12 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.07%
-$14.25 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$346.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$240.66 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$171,355.2 
NBSD Neuberger Berman Short Duration Income ETF
-0.07%
-$605.25 
TEL TE Connectivity plc
-0.07%
-$135.94 
IGE iShares North American Natural Resources ETF
-0.07%
-$8.2 
EWJ iShares MSCI Japan ETF
-0.07%
-$20,499.3 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$1,314.17 
IMO Imperial Oil Limited
-0.06%
-$151.9 
CDNS Cadence Design Systems, Inc.
-0.06%
-$278.82 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1 
BBJP JPMorgan BetaBuilders Japan Fund
-0.05%
-$27.09 
AJG Arthur J. Gallagher & Co.
-0.05%
-$140.4 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$3,323.39 
CMCSA Comcast Corp
-0.04%
-$102.11 
NVT nVent Electric plc
-0.04%
-$182.76 
MCD McDonald's Corporation
-0.03%
-$583.51 
DFAE Dimensional Emerging Core Equity Market ETF
-0.03%
-$10.54 
META Meta Platforms Inc Class A
-0.03%
-$2,314.88 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.03%
-$50 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$5,441.78 
RJF Raymond James Financial Inc.
-0.02%
-$43.23 
VRSN Verisign Inc.
-0.02%
-$40.75 
VOT Vanguard Mid-Cap Growth ETF
-0.01%
-$13.72 
ADP Automatic Data Processing Inc.
-0.01%
-$54.92 
VPL Vanguard FTSE Pacific ETF
-0.01%
-$1.77 
TGT Target Corporation
0%
-$8.55 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4255 | Longs Won 2623/4255 61% | Profit Factor 9.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $226,893.42 | Best Trade (Jul 22) $45.96M | Sharpe Ratio -10.1 |
| Average Loss -$36,836.24 | Worst Trade (Jun 30) -$3.73M | Z-Score 10.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $125,740.23 |
| 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 | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 Edward Lowndes?
The largest contributions to the portfolio's profits come from the following stocks: Ares Management Corporation - $16.96M, Vanguard Total World Stock ETF - $8.15M, Vanguard Total International Stock Index Fund Investor Shares - $5.85M, SPDR Bloomberg Short Term High Yield Bond ETF - $5.3M, and Vanguard Value ETF - $5.23M. 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: SPDR Portfolio S&P 500 High Dividend ETF - $1.25M, iStar Inc - $973,376.95, Intuit Inc - $706,506.51, Ball Corp - $514,763.74, and Vanguard Total Bond Market Index Fund - $508,725.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward Lowndes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $83.02M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $9.47M, Vanguard Total International Stock Index Fund Investor Shares - $8.62M, SPDR Bloomberg Short Term High Yield Bond ETF - $5.75M, SPDR Portfolio S&P 500 Value ETF - $5.62M, and Vanguard FTSE Europe ETF - $4.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward Lowndes's monthly returns?
Edward Lowndes's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Edward Lowndes's strategy be considered aggressive or moderate?
Edward Lowndes's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Edward Lowndes's strategy?
Edward Lowndes'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.
