Tim Rowsey Portfolio
Invests via Lighthouse Wealth Management Inc. | Managed by Tim Rowsey, Greg Emmons, Aaron Rowsey, Chris Bevington, Katie Brown
Invests via Lighthouse Wealth Management Inc.
Managed by Tim Rowsey, Greg Emmons, Aaron Rowsey, Chris Bevington, Katie Brown
Automatically Tracked
Leads investment teams that deploy growth and credit capital across technology and services sectors for institutional clients, with emphasis on scalable business models and margin improvement. Tim Rowsey brings cross-border portfolio management experience from buy-side roles and operating stints in strategy and corporate development, combining financial analysis with operational engagement. He is typically responsible for deal sourcing, due diligence, portfolio construction and investor reporting, and integrates quantitative risk frameworks with active governance.
Leads investment teams that deploy growth and credit capital across technology and services sectors for institutional clients, with emphasis on scalable business models and margin improvement. Tim Rowsey brings cross-border portfolio management experience from buy-side roles and operating stints in strategy and corporate development, combining financial analysis with operational engagement. He is typically responsible for deal sourcing, due diligence, portfolio construction and investor reporting, and integrates quantitative risk frameworks with active governance.
Investment Philosophy & Strategy
Focuses on deploying growth and credit capital into technology and services companies with scalable business models and clear pathways to margin expansion. Blends cross‑border buy‑side rigor with operating experience in strategy and corporate development to underwrite opportunities, source deals, and construct diversified portfolios. Emphasizes quantitative risk frameworks, active governance, and operational engagement to drive value creation over a multi‑year horizon while balancing downside protection and growth upside.
Focuses on deploying growth and credit capital into technology and services companies with scalable business models and clear pathways to margin expansion. Blends cross‑border buy‑side rigor with operating experience in strategy and corporate development to underwrite opportunities, source deals, and construct diversified portfolios. Emphasizes quantitative risk frameworks, active governance, and operational engagement to drive value creation over a multi‑year horizon while balancing downside protection and growth upside.
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:
30.33%
Gain +2.09%
Monthly
1.34%
Yearly
17.33%
Drawdown
16.6%
$168.77M
Equity
Holdings
$168.77M
Investment
$135.54M
$32.59M
Profit +$2.88M
Realized
-$638,211.44
Unrealized
$33.23M
Dividends
$3.75M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.09%
Profit
$2.88M
Win %
82%
This Week
Compared To Last Week
Gain
1.94%
Profit
$3.21M
Win %
82%
This Month
Compared to last month
Gain
3.54%
Profit
$5.76M
Win %
82%
This Year
Compared to last year
Gain
4.8%
Profit
$7.72M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$90,885.49 
ETN Eaton Corporation plc
+7.32%
+$25,365.76 
VRT Vertiv Holdings Co
+6.18%
+$11,044.96 
MSFT Microsoft Corp.
+3.02%
+$28,438.54 
NVDA NVIDIA Corporation
+2.93%
+$54,684.74 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$7,207.92 
XLE Energy Select Sector SPDR Fund
+1%
+$7,352.58 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$5,994.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$110,946.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,698.38 
SCHK Schwab 1000 Index ETF
+0.61%
+$83,165.94 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$49,869.56 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,153.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$6,080.7 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,359.66 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,414.22 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$18,508.8 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$3,379.68 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$21,867.56 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$4,148.69 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$28,298.46 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$774.85 
WMT Walmart Inc.
+0.09%
+$729.21 
ABT Abbott Laboratories
+0.09%
+$1,220.85 
FEGE First Eagle Global Equity ETF
+0.08%
+$1,648.08 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$392.29 
AAPL Apple Inc.
-7.35%
-$131,059.4 
ABBV AbbVie Inc.
-2.51%
-$65,819.31 
NFLX Netflix, Inc.
-2%
-$6,786.08 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$11,442.04 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$119,346.5 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$64,795.5 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.62%
-$31,859.4 
SCHF Schwab International Equity ETF
-0.58%
-$7,164.8 
HD The Home Depot, Inc.
-0.42%
-$1,061.98 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$3,805.16 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$19,130.8 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$23,235.21 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$5,165.16 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$513.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,125.5 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,017.44 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$614.04 
JPIE JPMorgan Income ETF
-0.09%
-$177.52 
AKRE Akre Focus ETF
-0.09%
-$6,959.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$634.92 
HYLS FT Tactical High Yield ETF
-0.05%
-$285.44 Events
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Dividends
Dividend Analysis
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| Trades 260 | Longs Won 204/260 78% | Profit Factor 12.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $567,034.9 |
| Average Win $173,131.23 | Best Trade (Aug 14) $5.21M | Sharpe Ratio -10.11 |
| Average Loss -$48,679.75 | Worst Trade (Mar 31) -$1.49M | Z-Score 13.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $125,356.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,472 | 3,125 | 2,778 | 2,431 | 2,083 | 1,736 | 1,389 | 1,042 | 694 | 347 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,345 | $1.34M | $1.65M | - | $312,542.01 | 23.35% | -7.354% |
| ABBV AbbVie Inc. | 10,173 | $1.82M | $2.55M | - | $734,439.47 | 40.39% | -2.513% |
| ABT Abbott Laboratories | 13,565 | $1.53M | $1.43M | - | -$100,516.35 | -6.55% | +0.085% |
| AKRE Akre Focus ETF | 139,196 | $9.12M | $8M | - | -$1.12M | -12.24% | -0.087% |
| AMZN Amazon.com Inc | 2,519 | $549,957.64 | $684,109.99 | - | $134,152.35 | 24.39% | +15.321% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 14,170 | $1.06M | $1.07M | - | $11,487.51 | 1.08% | -0.198% |
| BRK-B Berkshire Hathaway Inc. | 731 | $331,347.46 | $373,935.74 | - | $42,588.28 | 12.85% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 10,582 | $818,525.29 | $820,951.56 | - | $2,426.27 | 0.3% | -0.077% |
| BUFQ FT Nasdaq Buffer ETF July. | 13,462 | $528,653 | $519,094.72 | - | -$9,558.28 | -1.81% | +0.417% |
| BUFR FT Vestladder Buffer ETF-USD I | 40,538 | $1.27M | $1.49M | - | $219,411.14 | 17.26% | +0.41% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 59,267 | $2.11M | $2.25M | - | $138,575.6 | 6.57% | +0.185% |
| COWZ Pacer US Cash Cows 100 ETF | 168,212 | $9.5M | $11.26M | - | $1.75M | 18.44% | +0.195% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 42,246 | $1.26M | $1.31M | - | $49,913.96 | 3.97% | +0.259% |
| ETN Eaton Corporation plc | 896 | $297,356 | $372,019.21 | - | $74,663.21 | 25.11% | +7.317% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 39,229 | $1.78M | $2.02M | - | $236,720 | 13.28% | +0.019% |
| FEGE First Eagle Global Equity ETF | 41,202 | $1.75M | $2.1M | - | $342,458.26 | 19.53% | +0.079% |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 8,772 | $377,039.61 | $375,704.76 | - | -$1,334.85 | -0.35% | -0.163% |
| FVD First Trust Value Line Dividend Index Fund | 22,416 | $978,234.6 | $1.12M | - | $145,703.64 | 14.89% | -0.179% |
| GCOW Pacer Global Cash Cows Dividend ETF | 190,575 | $7.4M | $8.85M | - | $1.46M | 19.69% | -0.727% |
| HD The Home Depot, Inc. | 764 | $294,711.29 | $253,617.43 | - | -$41,093.86 | -13.94% | -0.417% |
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FAQ
Which stocks have generated the highest profits for Tim Rowsey?
The largest contributions to the portfolio's profits come from the following stocks: iShares Currency Hedged MSCI EAFE ETF - $803,862.84, Schwab U.S. Dividend Equity ETF - $718,100.37, Invesco QQQ Trust, Series 1 - $404,923.8, Pacer Global Cash Cows Dividend ETF - $332,976, and Schwab 1000 Index ETF - $299,597.51. 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 - $1.75M, Schwab Crypto Thematic ETF - $48,579.15, Grayscale Bitcoin Trust ETF - $30,922.08, and Microsoft Corp - $247.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tim Rowsey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.75M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $746,384.97, iShares Currency Hedged MSCI EAFE ETF - $691,234.25, Pacer Global Cash Cows Dividend ETF - $318,217.3, Pacer US Cash Cows 100 ETF - $246,607.94, and Invesco RAFI Strategic US Exchange-Traded Fund - $216,383.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tim Rowsey's monthly returns?
Tim Rowsey'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 Tim Rowsey's strategy be considered aggressive or moderate?
Tim Rowsey'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 Tim Rowsey's strategy?
Tim Rowsey'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.
