Loryn J. Mischke Portfolio
Invests via University Of Chicago | Managed by Loryn J. Mischke
Invests via University Of Chicago
Managed by Loryn J. Mischke
Automatically Tracked
Loryn J. Mischke Profile
Loryn J. Mischke is a distinguished leader in financial services, with a strong emphasis on technology-driven solutions within investment management. Bringing over a decade of diverse industry experience, she has excelled in various operational roles, integrating cutting-edge technologies to enhance performance and efficiency across teams. Her profound understanding of the interplay between finance and innovation enables her to drive growth initiatives that position firms for success in rapidly evolving markets. As an advocate for strategic partnerships, she plays an instrumental role in fostering collaborations that amplify business potential and elevate organizational standards.
Loryn J. Mischke is a distinguished leader in financial services, with a strong emphasis on technology-driven solutions within investment management. Bringing over a decade of diverse industry experience, she has excelled in various operational roles, integrating cutting-edge technologies to enhance performance and efficiency across teams. Her profound understanding of the interplay between finance and innovation enables her to drive growth initiatives that position firms for success in rapidly evolving markets. As an advocate for strategic partnerships, she plays an instrumental role in fostering collaborations that amplify business potential and elevate organizational standards.
Investment Philosophy & Strategy
Growth opportunities within the financial services sector are ever-present, particularly for those who leverage technological advancements. Loryn J. Mischke's extensive background equips her to identify and capitalize on emerging trends, optimizing operational efficiencies through innovation. She demonstrates a keen focus on developing integrated solutions that not only meet client demands but also anticipate market shifts. By emphasizing strategic partnerships, she cultivates relationships that enhance competitive positioning while driving sustained growth initiatives in investment management.
Growth opportunities within the financial services sector are ever-present, particularly for those who leverage technological advancements. Loryn J. Mischke's extensive background equips her to identify and capitalize on emerging trends, optimizing operational efficiencies through innovation. She demonstrates a keen focus on developing integrated solutions that not only meet client demands but also anticipate market shifts. By emphasizing strategic partnerships, she cultivates relationships that enhance competitive positioning while driving sustained growth initiatives in investment management.
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:
53.79%
Gain -1.95%
Monthly
0.17%
Yearly
2.01%
Drawdown
41.98%
$412.75M
Equity
Holdings
$412.75M
Investment
$313.33M
$105.64M
Profit -$7.76M
Realized
$6.22M
Unrealized
$99.42M
Dividends
$54.11M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.95%
Profit
-$7.76M
Win %
66%
This Week
Compared To Last Week
Gain
-5.43%
Profit
-$23.68M
Win %
66%
This Month
Compared to last month
Gain
-3.98%
Profit
-$17.09M
Win %
66%
This Year
Compared to last year
Gain
-1.67%
Profit
-$6.96M
Win %
54%
EXP Eagle Materials Inc.
+4.07%
+$6,640 
BKNG Booking Holdings Inc.
+3.4%
+$8,326.52 
UNH UnitedHealth Group Incorporated
+2.93%
+$5,800 
SCI Service Corporation International
+2.44%
+$5,936.4 
RACE Ferrari N.V.
+2.34%
+$6,810 
SPGI S&P Global Inc.
+2.17%
+$5,304.25 
PYXS Pyxis Oncology, Inc.
+1.96%
+$1,705.59 
XLC Communication Services Select Sector SPDR Fund
+1.51%
+$24,712.66 
ODFL Old Dominion Freight Line, Inc.
+0.71%
+$1,689.9 
FIVE Five Below, Inc.
+0.35%
+$866.25 Events
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Dividends
Dividend Analysis
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| Trades 502 | Longs Won 224/502 44% | Profit Factor 2.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.79M |
| Average Win $830,906.13 | Best Trade (Oct 14) $97.17M | Sharpe Ratio -6.38 |
| Average Loss -$254,269.52 | Worst Trade (Mar 30) -$7.39M | Z-Score -6.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $210,438.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.21% | 1.36% | 6.79% | 28.09% |
| Consecutive Losing Trades | 1,623 | 1,461 | 1,299 | 1,136 | 974 | 812 | 649 | 487 | 325 | 162 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BKNG Booking Holdings Inc. | 1,525 | $281,020.9 | $253,363.5 | - | -$27,657.4 | -9.84% | +3.398% |
| EXP Eagle Materials Inc. | 1,000 | $225,000 | $169,980 | - | -$55,020 | -24.45% | +4.065% |
| FIVE Five Below, Inc. | 1,125 | $211,905 | $247,185 | - | $35,280 | 16.65% | +0.352% |
| ODFL Old Dominion Freight Line, Inc. | 1,290 | $213,430.5 | $239,527.2 | - | $26,096.7 | 12.23% | +0.711% |
 PANW Palo Alto Networks, Inc. | 1,560 | $266,198 | $574,945.8 | - | $308,747.8 | 115.98% | -1.729% |
| PYXS Pyxis Oncology, Inc. | 48,731 | $65,300 | $88,934.07 | - | $23,634.07 | 36.19% | +1.955% |
| RACE Ferrari N.V. | 750 | $320,910 | $297,322.5 | - | -$23,587.5 | -7.35% | +2.344% |
| SCI Service Corporation International | 3,060 | $245,412 | $249,022.8 | - | $3,610.8 | 1.47% | +2.442% |
| SPGI S&P Global Inc. | 598 | $303,843.8 | $249,629.12 | - | -$54,214.68 | -17.84% | +2.171% |
| UNH UnitedHealth Group Incorporated | 500 | $207,815 | $203,610 | - | -$4,205 | -2.02% | +2.932% |
 VOO Vanguard S&P 500 ETF | 35,927 | $18.22M | $25.34M | - | $7.12M | 39.05% | -0.312% |
 VT Vanguard Total World Stock ETF | 329,142 | $40.29M | $51.69M | - | $11.4M | 28.29% | -0.4% |
| XLC Communication Services Select Sector SPDR Fund | 14,798 | $1.64M | $1.66M | - | $24,120.76 | 1.47% | +1.507% |
 XLK State Street Technology Select Sector SPDR ETF | 1.78M | $250.84M | $331.49M | - | $80.65M | 32.15% | -2.221% |
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FAQ
Which stocks have generated the highest profits for Loryn J. Mischke?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $23.1M, Vanguard S&P 500 ETF - $17.19M, Annaly Capital Management, Inc - $16.46M, Vanguard Total World Stock ETF - $4.87M, and 269240107 - $4.22M. 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: Energy Select Sector SPDR Fund - $4.83M, ACI - $4.21M, 200693109 - $3.54M, Freddie Mac - $3.52M, and iShares Core MSCI Emerging Markets ETF - $3.31M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loryn J. Mischke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $54.11M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $17.29M, iShares Core MSCI EAFE ETF - $6.73M, Vanguard Total Bond Market Index Fund - $6.35M, iShares Core S&P 500 ETF - $4.45M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $3.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loryn J. Mischke's monthly returns?
Loryn J. Mischke'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 Loryn J. Mischke's strategy be considered aggressive or moderate?
Loryn J. Mischke'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 Loryn J. Mischke's strategy?
Loryn J. Mischke'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.
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