Eric Lai Portfolio
Invests via Archvest Wealth Advisors Inc. | Managed by Eric Lai, John Wenzel, Jill Shibuya, Brian Kavanaugh
Invests via Archvest Wealth Advisors Inc.
Managed by Eric Lai, John Wenzel, Jill Shibuya, Brian Kavanaugh
Automatically Tracked
Eric Lai Profile
Eric Lai is a seasoned entrepreneur with a robust track record in building technology startups that address consumer needs and market inefficiencies. With extensive experience across diverse sectors, he has successfully led multiple ventures from inception to scale, demonstrating an exceptional ability to navigate competitive landscapes. His background includes founding innovative companies that have disrupted traditional business models through creative problem-solving and strategic partnerships. By leveraging deep insights into market trends, he effectively positions his enterprises for growth and sustainability while cultivating dynamic teams dedicated to excellence.
Eric Lai is a seasoned entrepreneur with a robust track record in building technology startups that address consumer needs and market inefficiencies. With extensive experience across diverse sectors, he has successfully led multiple ventures from inception to scale, demonstrating an exceptional ability to navigate competitive landscapes. His background includes founding innovative companies that have disrupted traditional business models through creative problem-solving and strategic partnerships. By leveraging deep insights into market trends, he effectively positions his enterprises for growth and sustainability while cultivating dynamic teams dedicated to excellence.
Investment Philosophy & Strategy
Growth opportunities drive Eric Lai's investment approach, focusing on technology that revolutionizes consumer experiences. His entrepreneurial journey reflects a keen understanding of market demands and the ability to innovate amidst challenges. By prioritizing scalable business models, he seeks ventures that can disrupt established norms while delivering measurable impact. Strategic partnerships form a cornerstone of his philosophy, fostering collaborations that amplify growth potential and enhance market presence. This proactive mindset enables a forward-looking perspective towards investments, nurturing companies poised for long-term success in ever-evolving landscapes.
Growth opportunities drive Eric Lai's investment approach, focusing on technology that revolutionizes consumer experiences. His entrepreneurial journey reflects a keen understanding of market demands and the ability to innovate amidst challenges. By prioritizing scalable business models, he seeks ventures that can disrupt established norms while delivering measurable impact. Strategic partnerships form a cornerstone of his philosophy, fostering collaborations that amplify growth potential and enhance market presence. This proactive mindset enables a forward-looking perspective towards investments, nurturing companies poised for long-term success in ever-evolving landscapes.
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:
30.96%
Gain +0.11%
Monthly
0.16%
Yearly
1.96%
Drawdown
24.37%
$171.24M
Equity
Holdings
$171.24M
Investment
$157.1M
-$58.11M
Profit +$155,702.38
Realized
-$72.27M
Unrealized
$14.16M
Dividends
$16.36M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$155,702.38
Win %
69%
This Week
Compared To Last Week
Gain
0.09%
Profit
$155,702.38
Win %
69%
This Month
Compared to last month
Gain
-0.96%
Profit
-$1.66M
Win %
69%
This Year
Compared to last year
Gain
-0.96%
Profit
-$1.66M
Win %
74%
GOOG Alphabet Inc
+2.34%
+$35,896.54 
GE General Electric Company
+2.23%
+$13,963.34 
MSFT Microsoft Corp.
+1.94%
+$47,959.34 
COST Costco Wholesale Corporation
+1.77%
+$10,029.28 
MRSH Marsh & McLennan Companies, Inc.
+1.42%
+$6,951.82 
AAPL Apple Inc.
+1.17%
+$76,963.65 
IBM International Business Machines Corporation
+0.98%
+$8,334.92 
JNJ Johnson & Johnson
+0.97%
+$2,611.21 
JPM JPMorgan Chase & Co.
+0.85%
+$3,378.71 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$1,444.61 
EFA iShares MSCI EAFE ETF
+0.48%
+$2,746 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$1,752.75 
SBUX Starbucks Corporation
+0.39%
+$1,046.8 
AVGO Broadcom Inc.
+0.34%
+$4,273.07 
VTV Vanguard Value ETF
+0.32%
+$14,951.21 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.14%
+$303.92 
LLY Eli Lilly and Company
+0.12%
+$2,198.96 
AFG American Financial Group Inc.
+0.08%
+$776.22 
AMGN Amgen Inc.
+0.06%
+$126.71 
NVDA NVIDIA Corporation
+0.06%
+$1,888.12 
DXUV Dimensional US Vector Equity ETF
+0.04%
+$395.25 
VOO Vanguard S&P 500 ETF
+0.03%
+$85.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.02%
+$653.01 
GS The Goldman Sachs Group, Inc.
+0.02%
+$88.39 
VNQ Vanguard Real Estate ETF
+0.02%
+$2,430.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$483.61 
HD The Home Depot, Inc.
+0.01%
+$56.37 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$56.24 
FNDF Schwab Fundamental International Large Company Index ETF
+0.01%
+$138.94 
GOOGL Alphabet Inc
+0.01%
+$148.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.01%
+$21.77 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$447.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$94.11 
AOK iShares Core Conservative Allocation ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QS QuantumScape Corp
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$29,565.01 
AMAT Applied Materials, Inc.
-3.61%
-$23,870.88 
MU Micron Technology, Inc.
-2.25%
-$7,366.25 
GEV GE Vernova Inc.
-1.79%
-$10,362.6 
TSLA Tesla, Inc.
-1.22%
-$2,701.29 
ABBV AbbVie Inc.
-0.94%
-$3,106.11 
META Meta Platforms Inc Class A
-0.22%
-$2,439.36 
CVX Chevron Corporation
-0.04%
-$172.25 
BITB Bitwise Bitcoin ETF
-0.03%
-$122.21 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.02%
-$8,418.4 
AIQ Global X Artificial Intelligence & Technology ETF
-0.02%
-$49.73 
AMZN Amazon.com Inc
-0.02%
-$374.93 
DBC Invesco DB Commodity Index Tracking Fund
-0.02%
-$96.77 
DFIV Dimensional International Value ETF
-0.01%
-$114.37 Events
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Dividends
Dividend Analysis
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| Trades 933 | Longs Won 588/933 63% | Profit Factor 0.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.66M |
| Average Win $79,197.17 | Best Trade (Dec 31) $2.52M | Sharpe Ratio -11.91 |
| Average Loss -$303,417.72 | Worst Trade (Sep 30) -$80.82M | Z-Score -3.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy -$62,284.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 97,887.36% | 12,314.82% | 3,662.58% | 1,549.28% | 794.87% | 460.78% | 290.58% | 194.91% | 137.04% |
| Consecutive Losing Trades | 564 | 508 | 451 | 395 | 339 | 282 | 226 | 169 | 113 | 56 |
Hover over the desired column for a detailed explanation.
Returns
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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 Eric Lai?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $3.72M, Vanguard FTSE All-World ex-US ETF - $3.68M, Dimensional International Core Equity Market ETF - $3.62M, iShares Core S&P 500 ETF - $2.77M, and iShares MSCI International Momentum Factor ETF - $2.17M. 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: Alphabet Inc - $80.52M, Meta Platforms Inc Class A - $3.09M, The Goldman Sachs Group, Inc - $2.89M, JPMorgan Chase & Co - $2.71M, and Broadcom Inc - $726,940.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Lai's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.36M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.6M, FlexShares iBoxx 5-Year Target Duration TIPS Index Fund - $1.75M, Vanguard FTSE All-World ex-US ETF - $1.67M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.18M, and Vanguard Real Estate ETF - $708,109.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Lai's monthly returns?
Eric Lai'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 Eric Lai's strategy be considered aggressive or moderate?
Eric Lai'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 Eric Lai's strategy?
Eric Lai's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
