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:
28.26%
Gain +0.76%
Monthly
1.16%
Yearly
14.93%
Drawdown
16.61%
$168.41M
Equity
Holdings
$168.41M
Investment
$137.33M
$30.37M
Profit +$1.04M
Realized
-$707,329.32
Unrealized
$31.08M
Dividends
$4.28M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.04M
Win %
77%
This Week
Compared To Last Week
Gain
0.51%
Profit
$846,579.39
Win %
77%
This Month
Compared to last month
Gain
2.25%
Profit
$3.7M
Win %
77%
This Year
Compared to last year
Gain
2.25%
Profit
$3.7M
Win %
76%
AKRE Akre Focus ETF
+3.14%
+$214,436.25 
HD The Home Depot, Inc.
+3.09%
+$6,993.57 
NFLX Netflix, Inc.
+3.08%
+$10,086.16 
WMT Walmart Inc.
+2.27%
+$19,214.42 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$226,132.98 
ABT Abbott Laboratories
+1.38%
+$19,330.12 
GCOW Pacer Global Cash Cows Dividend ETF
+1.37%
+$122,197.95 
VDC VANGUARD CONSUMER STAPLES ETF
+1.37%
+$13,767.69 
ABBV AbbVie Inc.
+1.31%
+$37,741.73 
COWZ Pacer US Cash Cows 100 ETF
+1.28%
+$150,723.46 
FEGE First Eagle Global Equity ETF
+1.21%
+$21,704.8 
FVD First Trust Value Line Dividend Index Fund
+1.04%
+$11,043.84 
IDHQ Invesco S&P International Developed Quality ETF
+0.98%
+$14,515.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.97%
+$19,563.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$6,177.6 
SCHA Schwab U.S. Small-Cap ETF
+0.91%
+$45,311.05 
MSFT Microsoft Corp.
+0.87%
+$9,665.88 
XMHQ Invesco S&P MidCap Quality ETF
+0.83%
+$59,383.56 
GBTC Grayscale Bitcoin Trust ETF
+0.79%
+$2,075.04 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.72%
+$84,619.32 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.7%
+$18,100.8 
TDVG T. Rowe Price Dividend Growth ETF
+0.64%
+$13,914.81 
RDVY First Trust Rising Dividend Achievers ETF
+0.63%
+$4,277.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$51,573.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.56%
+$3,787.99 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.43%
+$1,552.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,280.61 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.3%
+$47,974.92 
JPIE JPMorgan Income ETF
+0.2%
+$480.24 
BSV Vanguard Short-Term Bond ETF
+0.16%
+$1,182.75 
SCHK Schwab 1000 Index ETF
+0.15%
+$21,028.59 
SCHX Schwab U.S. Large-Cap ETF
+0.13%
+$568.08 
SCHF Schwab International Equity ETF
+0.11%
+$1,358.55 
HYLS FT Tactical High Yield ETF
+0.09%
+$415.69 
AAPL Apple Inc.
+0.06%
+$1,058.85 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$72.46 
BUFR FT Vestladder Buffer ETF-USD I
+0.03%
+$414.14 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-3.57%
-$9,665.4 
SCHW Charles Schwab Corporation
-2.96%
-$6,034.6 
ETN Eaton Corporation plc
-2.21%
-$8,108.81 
NVDA NVIDIA Corporation
-1.59%
-$32,656.03 
XLE Energy Select Sector SPDR Fund
-1.42%
-$10,785.6 
XLK State Street Technology Select Sector SPDR ETF
-1.16%
-$2,976.86 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.65%
-$10,391.43 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$7,048.56 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$101,414.08 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.51%
-$26,136.47 
BUFQ FT Nasdaq Buffer ETF July.
-0.38%
-$2,651.89 
AMZN Amazon.com Inc
-0.11%
-$723.62 Events
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Dividends
Dividend Analysis
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| Trades 304 | Longs Won 228/304 75% | Profit Factor 9.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $515,315.43 |
| Average Win $149,128.13 | Best Trade (Oct 14) $5.3M | Sharpe Ratio -103.13 |
| Average Loss -$47,717.97 | Worst Trade (Mar 31) -$1.49M | Z-Score 12.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $99,916.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,534 | 3,180 | 2,827 | 2,473 | 2,120 | 1,767 | 1,413 | 1,060 | 707 | 353 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,294 | $1.33M | $1.82M | - | $490,878.92 | 37.02% | +0.058% |
| ABBV AbbVie Inc. | 10,173 | $1.82M | $2.92M | - | $1.1M | 60.67% | +1.309% |
| ABT Abbott Laboratories | 13,565 | $1.53M | $1.42M | - | -$118,218.68 | -7.7% | +1.384% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 21,175 | $441,711 | $439,169.5 | - | -$2,541.5 | -0.58% | 0.0 |
| AKRE Akre Focus ETF | 122,535 | $8.03M | $7.04M | - | -$990,083.01 | -12.33% | +3.143% |
| AMZN Amazon.com Inc | 2,539 | $554,940.64 | $644,385.5 | - | $89,444.86 | 16.12% | -0.112% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 9,239 | $690,428.75 | $678,881.72 | - | -$11,547.03 | -1.67% | +0.561% |
| BRK-B Berkshire Hathaway Inc. | 683 | $309,590.03 | $360,777.66 | - | $51,187.63 | 16.53% | +0.356% |
| BSV Vanguard Short-Term Bond ETF | 9,462 | $731,986.48 | $724,174.17 | - | -$7,812.31 | -1.07% | +0.164% |
| BUFQ FT Nasdaq Buffer ETF July. | 17,109 | $676,429.51 | $688,209.52 | - | $11,780.01 | 1.74% | -0.384% |
| BUFR FT Vestladder Buffer ETF-USD I | 41,832 | $1.32M | $1.58M | - | $259,496.52 | 19.66% | +0.026% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 64,210 | $2.3M | $2.59M | - | $285,781.82 | 12.4% | +0.704% |
| COWZ Pacer US Cash Cows 100 ETF | 170,309 | $9.64M | $11.96M | - | $2.32M | 24.03% | +1.276% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 48,332 | $1.45M | $1.59M | - | $133,153.46 | 9.16% | -0.65% |
| ETN Eaton Corporation plc | 896 | $297,356 | $358,220.8 | - | $60,864.8 | 20.47% | -2.214% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 39,523 | $1.8M | $2.03M | - | $233,662.08 | 13% | +0.973% |
| FEGE First Eagle Global Equity ETF | 34,957 | $1.5M | $1.81M | - | $311,874.12 | 20.77% | +1.212% |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 8,626 | $370,765.81 | $360,480.54 | - | -$10,285.27 | -2.77% | +0.433% |
| FVD First Trust Value Line Dividend Index Fund | 21,869 | $954,363.81 | $1.07M | - | $114,483.56 | 12% | +1.044% |
| GBTC Grayscale Bitcoin Trust ETF | 4,192 | $270,761 | $266,548.32 | - | -$4,212.68 | -1.56% | +0.785% |
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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: Schwab U.S. Dividend Equity ETF - $843,792.7, iShares Currency Hedged MSCI EAFE ETF - $803,862.84, Invesco QQQ Trust, Series 1 - $423,700.53, Pacer Global Cash Cows Dividend ETF - $414,561.16, and Invesco RAFI Strategic US Exchange-Traded Fund - $384,690.42. 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 - $1.96M, Vertiv Holdings Co - $73,494.59, Schwab Crypto Thematic ETF - $48,579.15, and Grayscale Bitcoin Trust ETF - $30,922.08. 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 $4.28M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $872,077.3, iShares Currency Hedged MSCI EAFE ETF - $691,234.25, Pacer Global Cash Cows Dividend ETF - $399,802.46, Pacer US Cash Cows 100 ETF - $319,169.55, and Invesco RAFI Strategic US Exchange-Traded Fund - $255,591.2. 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.
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