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

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Tracking: 0 Updated: Jul 16 at 08:01 PM

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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.

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:

-0.66%

Gain

Monthly

-0.04%

Yearly

-0.43%

Drawdown

19.78%

$162.28M

Equity

Holdings

$162.28M

Investment

$134.83M

$26.35M

Profit +$666,602.36

Realized

-$1.1M

Unrealized

$27.44M

Dividends

$3.82M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$666,602.36

Win %

83%

This Week

Compared To Last Week

Gain

0.59%

Profit

$946,177.32

Win %

83%

This Month

Compared to last month

Gain

0.91%

Profit

$1.46M

Win %

83%

This Year

Compared to last year

Gain

10.27%

Profit

$15.11M

Win %

82%

Gainers
Losers

ABT Abbott Laboratories

+10.7%

+$130,109.2

ABBV AbbVie Inc.

+4.24%

+$105,188.82

AKRE Akre Focus ETF

+2.71%

+$239,946

VDC VANGUARD CONSUMER STAPLES ETF

+2.66%

+$23,971.64

FDL First Trust Morningstar Dividend Leaders Index Fund

+2.34%

+$44,221.36

WMT Walmart Inc.

+2.15%

+$17,755.54

SCHD Schwab U.S. Dividend Equity ETF

+2.13%

+$314,257.74

FVD First Trust Value Line Dividend Index Fund

+2.07%

+$22,755.3

COWZ Pacer US Cash Cows 100 ETF

+1.87%

+$201,916.8

HD The Home Depot, Inc.

+1.87%

+$4,847.57

AAPL Apple Inc.

+1.76%

+$30,867.84

SDVY First Trust SMID Cap Rising Dividend Achievers ETF

+1.56%

+$13,785.92

MSFT Microsoft Corp.

+1.38%

+$12,110.6

BRK-B Berkshire Hathaway Inc.

+0.97%

+$3,557.49

NFLX Netflix, Inc.

+0.91%

+$3,114.16

XLE Energy Select Sector SPDR Fund

+0.9%

+$5,680.89

GCOW Pacer Global Cash Cows Dividend ETF

+0.9%

+$73,295.6

IUS Invesco RAFI Strategic US Exchange-Traded Fund

+0.68%

+$79,116.48

XMHQ Invesco S&P MidCap Quality ETF

+0.51%

+$33,727.47

TDVG T. Rowe Price Dividend Growth ETF

+0.48%

+$8,873.83

FEGE First Eagle Global Equity ETF

+0.4%

+$9,199.2

RDVY First Trust Rising Dividend Achievers ETF

+0.36%

+$2,414.25

SCHV Schwab U.S. Large-Cap Value ETF

+0.13%

+$11,256.08

JPST JPMorgan Ultra-Short Income ETF

ETN Eaton Corporation plc

-4.05%

-$14,999.04

NVDA NVIDIA Corporation

-2.4%

-$50,015.7

TCHP T. Rowe Price Blue Chip Growth ETF

-2.04%

-$44,818.8

AMZN Amazon.com Inc

-1.99%

-$14,079.39

QQQ Invesco QQQ Trust, Series 1

-1.64%

-$304,510.8

COWG Pacer U.S. Large Cap Cash Cows Growth ETF

-1.4%

-$38,120.76

SCHF Schwab International Equity ETF

-1.18%

-$13,480.35

GBTC Grayscale Bitcoin Trust ETF

-1.12%

-$2,413.11

SCHA Schwab U.S. Small-Cap ETF

-0.88%

-$44,867.33

HEFA iShares Currency Hedged MSCI EAFE ETF

-0.58%

-$93,029.85

SCHK Schwab 1000 Index ETF

-0.54%

-$76,373.9

SCHX Schwab U.S. Large-Cap ETF

-0.5%

-$2,130.3

HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF

-0.38%

-$18,760.27

DBMF iMGP DBi Managed Futures Strategy ETF

-0.37%

-$2,590.26

BUFR FT Vestladder Buffer ETF-USD I

-0.24%

-$3,560.22

FIXD First Trust TCW Opportunistic Fixed Income Fund

-0.12%

-$430.92

HYLS FT Tactical High Yield ETF

-0.1%

-$615.08

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.05%

-$529.37

BSV Vanguard Short-Term Bond ETF

-0.01%

-$49.7

Events

Dividends

Dividend Analysis

No Data

Trades 218	Longs Won 172/218 78%	Profit Factor 8.61
Profitability	Shorts Won 0/0 0%	Standard Deviation $559,207.45
Average Win $173,326.92	Best Trade (Jul 14) $5.05M	Sharpe Ratio -109.07
Average Loss -$75,308.94	Worst Trade (Jul 10) -$1.72M	Z-Score 14.29 (100%)
Commissions $0	Avg. Trade Length 9m 4w 1d	Expectancy $120,862.47