Performance
Track Record
Performance data from 5 Years of active portfolio management across equities, crypto, forex, and indices.
14.6%*
Avg Annual Return
5-year average
$50M+
Assets Under Management
Combined AUM
88%*
Winning Trade Rate
Across all markets
98%
Client Retention Rate
Year over year
Cumulative Growth vs S&P 500
Indexed portfolio growth from 2021 to 2025. A starting value of 100 represents any portfolio at inception, making the comparison scale-independent.
Annual Returns vs S&P 500
Year-by-year percentage returns. In 2022 when the S&P fell 19.4%, Lora's portfolio stayed positive. In 2025 it outperformed the index by over 3.8 points.
* Performance figures are composite estimates based on managed accounts, net of advisory fees. Past performance is not indicative of future results. Individual client results will vary. S&P 500 data is the total return index including dividends.
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