EL
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:
34.87%
Gain +0.01%
Monthly
0.18%
Yearly
2.19%
Drawdown
29.28%
$170.16M
Equity
Holdings
$170.16M
Investment
$153.36M
-$56.59M
Profit +$15,214.46
Realized
-$73.41M
Unrealized
$16.82M
Dividends
$15.32M
Goals
Avg. 23.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$15,214.46
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$15,214.46
Win %
75%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.55M
Win %
75%
This Year
Compared to last year
Gain
-10.62%
Profit
-$49.56M
Win %
77%
GEV GE Vernova Inc.
+3.73%
+$18,933.32 
AMAT Applied Materials, Inc.
+2.64%
+$16,786.88 
GS The Goldman Sachs Group, Inc.
+2.62%
+$11,603.08 
JPM JPMorgan Chase & Co.
+2.31%
+$5,986.45 
SMH VanEck Semiconductor ETF
+1.73%
+$11,550.5 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$104,759.65 
CAT Caterpillar Inc.
+1.44%
+$5,046.6 
ABBV AbbVie Inc.
+1.32%
+$2,850.48 
AFG American Financial Group Inc.
+1.28%
+$12,335.35 
IWN iShares Russell 2000 Value ETF
+1.17%
+$7,968.24 
JNJ Johnson & Johnson
+1.07%
+$2,306.32 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$5,866.36 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,267.36 
VTV Vanguard Value ETF
+0.94%
+$40,453.14 
VNQ Vanguard Real Estate ETF
+0.92%
+$99,666 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$2,507.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$2,600.36 
GE General Electric Company
+0.76%
+$4,564.34 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,502.82 
CVX Chevron Corporation
+0.75%
+$3,138.78 
SBUX Starbucks Corporation
+0.74%
+$1,903.04 
HD The Home Depot, Inc.
+0.73%
+$2,858.38 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$70,295.82 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,058.7 
COST Costco Wholesale Corporation
+0.68%
+$3,736.25 
DXUV Dimensional US Vector Equity ETF
+0.59%
+$5,120.7 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$8,081.36 
DFIV Dimensional International Value ETF
+0.58%
+$7,306.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$9,607.84 
IVV iShares Core S&P 500 ETF
+0.55%
+$79,080.58 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,618.21 
GOOGL Alphabet Inc
+0.53%
+$7,550.23 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,551.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$27,160.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,243.2 
GOOG Alphabet Inc
+0.45%
+$6,939.2 
WMT Walmart Inc.
+0.45%
+$883.44 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$70,171.56 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$3,044.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,161.44 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$32,315.58 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$1,021.06 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$5,757.73 
VPL Vanguard FTSE Pacific ETF
+0.34%
+$843.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$13,705.2 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,546.54 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,589.76 
VGK Vanguard FTSE Europe ETF
+0.18%
+$560 
NVDA NVIDIA Corporation
+0.16%
+$4,109.76 
AOK iShares Core Conservative Allocation ETF
+0.12%
+$391.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$745.72 
MSFT Microsoft Corp.
+0.1%
+$2,298.74 
GLD SPDR Gold Shares
+0.06%
+$221.54 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$627.43 
BITB Bitwise Bitcoin ETF
+0.03%
+$121.68 
JPIE JPMorgan Income ETF
+0.02%
+$57.85 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$105.68 
TIP iShares TIPS Bond ETF
+0.01%
+$169.85 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$38,794.53 
QS QuantumScape Corp
-1.94%
-$3,290 
AAPL Apple Inc.
-1.52%
-$85,423.5 
AMZN Amazon.com Inc
-1.23%
-$25,189.51 
DBC Invesco DB Commodity Index Tracking Fund
-1.04%
-$2,820 
IBM International Business Machines Corporation
-0.95%
-$9,868.49 
AVGO Broadcom Inc.
-0.91%
-$9,989.01 
META Meta Platforms Inc Class A
-0.26%
-$2,176.47 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$435.24 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$542.3 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$265.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,341.84 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$1,048.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$99.82 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$60.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 864 | Longs Won 551/864 63% | Profit Factor 0.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.77M |
| Average Win $84,915.82 | Best Trade (Dec 31) $2.52M | Sharpe Ratio -13.32 |
| Average Loss -$330,272.83 | Worst Trade (Sep 30) -$80.82M | Z-Score -2.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy -$65,493.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 77,958.22% | 10,503.28% | 3,251.57% | 1,415.1% | 742.23% | 438.08% | 280.51% | 190.66% | 135.62% |
| Consecutive Losing Trades | 515 | 464 | 412 | 361 | 309 | 258 | 206 | 155 | 103 | 52 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
