D. Garet Strange Portfolio
Invests via Hobbs Group Advisors, LLC | Managed by D. Garet Strange
Invests via Hobbs Group Advisors, LLC
Managed by D. Garet Strange
Automatically Tracked
D. Garet Strange Profile
Veteran venture investor and operator focused on early-stage technology and healthcare companies, D. Garet Strange brings board-level experience, portfolio construction skills and deal-sourcing networks across the US. Prior roles span startup leadership and venture investing, with a track record of guiding exits, governance and strategic scaling. Known for active engagement in seed-to-Series A rounds, capital allocation discipline and mentorship of founding teams, typically partnering with institutional co-investors.
Veteran venture investor and operator focused on early-stage technology and healthcare companies, D. Garet Strange brings board-level experience, portfolio construction skills and deal-sourcing networks across the US. Prior roles span startup leadership and venture investing, with a track record of guiding exits, governance and strategic scaling. Known for active engagement in seed-to-Series A rounds, capital allocation discipline and mentorship of founding teams, typically partnering with institutional co-investors.
Investment Philosophy & Strategy
Focuses on early-stage technology and healthcare investments, prioritizing seed to Series A opportunities where founder-market fit and defensible product differentiation are clear. Employs active, board-level stewardship to accelerate go-to-market, governance and follow-on fundraising, while co-investing with institutional partners to diversify risk. Capital allocation favors concentrated, stage-weighted commitments, rigorous due diligence, and milestone-driven follow-ons. Time horizon is growth-oriented multi-year exits; risk discipline emphasizes operational KPIs, capital efficiency and repeatable business models.
Focuses on early-stage technology and healthcare investments, prioritizing seed to Series A opportunities where founder-market fit and defensible product differentiation are clear. Employs active, board-level stewardship to accelerate go-to-market, governance and follow-on fundraising, while co-investing with institutional partners to diversify risk. Capital allocation favors concentrated, stage-weighted commitments, rigorous due diligence, and milestone-driven follow-ons. Time horizon is growth-oriented multi-year exits; risk discipline emphasizes operational KPIs, capital efficiency and repeatable business models.
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:
38.62%
Gain +0.18%
Monthly
0.98%
Yearly
12.41%
Drawdown
11.94%
$372.49M
Equity
Holdings
$372.49M
Investment
$305.46M
$85.36M
Profit +$484,113.83
Realized
$18.33M
Unrealized
$67.03M
Dividends
$17.72M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$484,113.83
Win %
62%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.08M
Win %
62%
This Month
Compared to last month
Gain
0.6%
Profit
$2.23M
Win %
62%
This Year
Compared to last year
Gain
-1.45%
Profit
-$5.42M
Win %
63%
NUE Nucor Corporation
+3.44%
+$32,071.89 
RTX RTX Corporation
+2.71%
+$6,732.96 
C Citigroup Inc.
+2.69%
+$54,426.33 
BKR Baker Hughes Company
+2.62%
+$10,743.08 
JPM JPMorgan Chase & Co.
+2.25%
+$10,948.08 
FCNCA First Citizens BancShares, Inc.
+2.14%
+$6,730.51 
KMI Kinder Morgan, Inc.
+2.12%
+$25,177.76 
BAC Bank of America Corporation
+1.75%
+$23,803.31 
KBWB Invesco KBW Bank ETF
+1.59%
+$83,029.08 
AXP American Express Company
+1.5%
+$13,135.76 
NEE NextEra Energy, Inc.
+1.46%
+$5,077.25 
JNJ Johnson & Johnson
+1.43%
+$11,972.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.35%
+$10,264.8 
DUK Duke Energy Corporation
+1.35%
+$5,289.6 
LNG Cheniere Energy Inc.
+1.29%
+$12,374.76 
EPD Enterprise Products Partners L.P.
+1.28%
+$9,643.73 
LLY Eli Lilly and Company
+1.26%
+$7,407.85 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$4,472.48 
IQDG WisdomTree International Quality Dividend Growth Fund
+1.22%
+$20,102.51 
HD The Home Depot, Inc.
+1.2%
+$3,535.02 
GS The Goldman Sachs Group, Inc.
+1.19%
+$20,723.82 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$6,127.66 
PPI ASTORIA REAL ASSETS ETF
+1.11%
+$182,468.33 
MRK Merck & Co., Inc.
+1.09%
+$3,681.4 
UTES Virtus Reaves Utilities ETF
+1.02%
+$13,012.23 
VZ Verizon Communications Inc.
+0.97%
+$2,529.69 
WMB The Williams Companies, Inc.
+0.95%
+$4,311.12 
CMI Cummins Inc.
+0.94%
+$7,600.28 
WMT Walmart Inc.
+0.94%
+$11,743.8 
XLE Energy Select Sector SPDR Fund
+0.93%
+$5,348.74 
ISRG Intuitive Surgical, Inc.
+0.92%
+$3,565.71 
COKE Coca-Cola Consolidated Inc.
+0.91%
+$13,980.12 
IEFA iShares Core MSCI EAFE ETF
+0.9%
+$32,283.53 
ASML ASML Holding N.V. New York Registry Shares
+0.88%
+$2,446.55 
AMP Ameriprise Financial, Inc.
+0.87%
+$2,413.39 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$1,943.46 
ET Energy Transfer L.P.
+0.85%
+$2,812.82 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.84%
+$3,752.06 
MS Morgan Stanley
+0.8%
+$5,410.76 
AAPL Apple Inc.
+0.79%
+$36,775.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$5,222.88 
DGRO iShares Core Dividend Growth ETF
+0.71%
+$6,247.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.71%
+$199,129.35 
ABBV AbbVie Inc.
+0.68%
+$3,113.41 
VTV Vanguard Value ETF
+0.63%
+$4,769.98 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.63%
+$5,375.1 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.52%
+$1,355.25 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.52%
+$15,032.25 
GLDM SPDR Gold MiniShares Trust
+0.52%
+$18,426.3 
IAU iShares Gold Trust
+0.51%
+$4,630.4 
IUSV iShares Core S&P U.S. Value ETF
+0.51%
+$3,152.72 
SBUX Starbucks Corporation
+0.45%
+$3,235.76 
VONV Vanguard Russell 1000 Value Index Fund
+0.45%
+$2,340.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.41%
+$1,897.54 
XOM Exxon Mobil Corporation
+0.4%
+$3,685.29 
IXUS iShares Core International Stock ETF
+0.38%
+$1,062.36 
CME CME Group Inc.
+0.37%
+$1,911.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$2,294.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.35%
+$3,952.57 
TSLA Tesla, Inc.
+0.34%
+$1,576.86 
SPGP Invesco S&P 500 GARP ETF
+0.34%
+$1,765.41 
VEU Vanguard FTSE All-World ex-US ETF
+0.34%
+$966.08 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$1,076.46 
RSP Invesco S&P 500 Equal Weight ETF
+0.3%
+$6,450.6 
CVS CVS Health Corporation
+0.3%
+$2,750.82 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.3%
+$1,002.49 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
+0.21%
+$584.25 
IBD Inspire Corporate Bond ETF
+0.17%
+$579.52 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.17%
+$10,150.7 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.17%
+$944.28 
WTMY WisdomTree High Income Laddered Municipal Fund
+0.17%
+$3,861.96 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$14,094.45 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$996.06 
NVDA NVIDIA Corporation
+0.15%
+$3,615.65 
VO Vanguard Mid-Cap ETF
+0.14%
+$1,642.09 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$1,502.73 
CGBL Capital Group Core Balanced ETF
+0.14%
+$346.5 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$709.44 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.12%
+$930.24 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.12%
+$5,603.19 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$306.7 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.12%
+$680.9 
AOA iShares Core Aggressive Allocation ETF
+0.11%
+$1,349.37 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$1,068.86 
VST Vistra Corp
+0.11%
+$702.78 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$714.5 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.11%
+$710.62 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
+0.11%
+$1,189.4 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.1%
+$394.42 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.1%
+$436.06 
IJH iShares Core S&P Mid-Cap ETF
+0.1%
+$471.95 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.1%
+$522.86 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$461.48 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.09%
+$381.89 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$844.35 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.09%
+$469.39 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.09%
+$5,961.07 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$1,611.63 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$283.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$3,056.9 
DMBS DoubleLine Mortgage ETF
+0.07%
+$10,032.8 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$2,012.46 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$4,073.43 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$354.69 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.05%
+$1,013.6 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$1,492.29 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.05%
+$912 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.05%
+$201.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$357.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.05%
+$352.65 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.05%
+$160.34 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.04%
+$8,391.38 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$80.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$444.33 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$141.26 
MYCF SPDR SSgA 2026 Corporate Bond ETF
+0.04%
+$1,038.46 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.02%
+$115.89 
FQAL Fidelity Quality Factor ETF
+0.01%
+$116.21 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$357.88 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CLOX Eldridge AAA CLO ETF
0%
$0 
MYCG SPDR SSGA 2027 Corp Bond ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-4.95%
-$31,001.63 
ATYR Atyr Pharma Inc.
-2.55%
-$169.16 
NFLX Netflix, Inc.
-2.53%
-$6,739.21 
GLW Corning Incorporated
-2.32%
-$46,856.22 
META Meta Platforms Inc Class A
-2.1%
-$8,632.26 
AMAT Applied Materials, Inc.
-2.09%
-$8,718.84 
AVGO Broadcom Inc.
-2.03%
-$7,965.45 
SMH VanEck Semiconductor ETF
-1.46%
-$2,523.41 
CSCO Cisco Systems, Inc.
-1.31%
-$3,041.28 
VRT Vertiv Holdings Co
-1.22%
-$10,335.6 
GOOGL Alphabet Inc
-1.14%
-$46,515.45 
QQQM Invesco NASDAQ 100 ETF
-1.1%
-$11,361.93 
QQQ Invesco QQQ Trust, Series 1
-1.03%
-$18,802.5 
GOOG Alphabet Inc
-1.01%
-$18,592 
QGRO American Century U.S. Quality Growth ETF
-0.93%
-$3,117.07 
MSFT Microsoft Corp.
-0.87%
-$19,789.78 
VUG Vanguard Growth ETF
-0.71%
-$5,953.28 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$103,241.4 
SPEM SPDR Portfolio Emerging Markets ETF
-0.65%
-$1,640.83 
VWO Vanguard FTSE Emerging Markets ETF
-0.63%
-$1,719.76 
AMZN Amazon.com Inc
-0.55%
-$13,302.8 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-0.54%
-$1,132.74 
GQQQ Astoria US Quality Growth Kings ETF
-0.4%
-$159,056.88 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.37%
-$1,075.5 
REGN Regeneron Pharmaceuticals, Inc.
-0.34%
-$2,158.65 
MPC Marathon Petroleum Corporation
-0.28%
-$1,061.29 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.23%
-$64,846.03 
LRGF iShares U.S. Equity Factor ETF
-0.19%
-$5,420.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.17%
-$4,502.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.13%
-$3,033.6 
VB Vanguard Small-Cap ETF
-0.13%
-$367.08 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$1,203.73 
VOO Vanguard S&P 500 ETF
-0.1%
-$444.45 
IVV iShares Core S&P 500 ETF
-0.1%
-$437.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.09%
-$15,865.17 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$244.08 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.08%
-$167 
BAB Invesco Taxable Municipal Bond ETF
-0.06%
-$2,952.86 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.04%
-$257.33 
WTMU WisdomTree Core Laddered Municipal Fund
-0.04%
-$848.43 
QUAL iShares MSCI USA Quality Factor ETF
-0.04%
-$532.25 
DGRE WisdomTree Emerging Markets Fund
-0.03%
-$524.15 Events
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Dividends
Dividend Analysis
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| Trades 2242 | Longs Won 1439/2242 64% | Profit Factor 11.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,002.97 |
| Average Win $65,095.85 | Best Trade (Oct 15) $7.69M | Sharpe Ratio -77.95 |
| Average Loss -$10,356.36 | Worst Trade (Oct 15) -$392,318.98 | Z-Score 0.68 (50.09%) |
| Commissions $0 | Avg. Trade Length 1y 5d | Expectancy $38,071.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,646 | $2.73M | $4.7M | - | $1.98M | 72.51% | +0.788% |
| ABBV AbbVie Inc. | 1,609 | $267,477.3 | $459,104.01 | - | $191,626.71 | 71.64% | +0.683% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,667 | $265,344.1 | $254,765.17 | - | -$10,578.93 | -3.99% | +0.121% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 839,138 | $21.2M | $20.54M | - | -$657,465.59 | -3.1% | +0.041% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 238,443 | $6.62M | $6.96M | - | $346,088.08 | 5.23% | +0.086% |
| AMAT Applied Materials, Inc. | 972 | $180,686.36 | $409,250.88 | - | $228,564.52 | 126.5% | -2.086% |
| AMP Ameriprise Financial, Inc. | 551 | $209,599.33 | $279,334.96 | - | $69,735.63 | 33.27% | +0.872% |
| AMZN Amazon.com Inc | 9,502 | $1.78M | $2.41M | - | $629,981.58 | 35.44% | -0.55% |
| AOA iShares Core Aggressive Allocation ETF | 12,267 | $1.1M | $1.2M | - | $98,430.64 | 8.96% | +0.113% |
| ASML ASML Holding N.V. New York Registry Shares | 167 | $220,011 | $279,239.03 | - | $59,228.03 | 26.92% | +0.884% |
| ATYR Atyr Pharma Inc. | 35,992 | $24,527.32 | $6,453.37 | - | -$18,073.95 | -73.69% | -2.554% |
| AVGO Broadcom Inc. | 1,142 | $323,185.74 | $385,259.41 | - | $62,073.67 | 19.21% | -2.026% |
| AXP American Express Company | 2,783 | $521,668.63 | $886,635.97 | - | $364,967.34 | 69.96% | +1.504% |
| BAB Invesco Taxable Municipal Bond ETF | 196,857 | $5.28M | $5.07M | - | -$210,038.8 | -3.98% | -0.058% |
| BAC Bank of America Corporation | 26,302 | $902,204.95 | $1.38M | - | $481,411.76 | 53.36% | +1.75% |
| BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 11,894 | $1.15M | $1.13M | - | -$21,344.61 | -1.86% | +0.106% |
| BKR Baker Hughes Company | 7,539 | $458,906.18 | $420,864.67 | - | -$38,041.51 | -8.29% | +2.619% |
| BRK-B Berkshire Hathaway Inc. | 1,012 | $445,666.13 | $538,115.82 | - | $92,449.69 | 20.74% | +1.152% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 35,469 | $689,512.41 | $693,773.64 | - | $4,261.23 | 0.62% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18,912 | $368,455.89 | $370,769.76 | - | $2,313.87 | 0.63% | +0.077% |
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FAQ
Which stocks have generated the highest profits for D. Garet Strange?
The largest contributions to the portfolio's profits come from the following stocks: Astoria U.S. Equity Weighted Quality Kings ETF - $4.23M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $2M, SPDR Gold MiniShares Trust - $1.99M, WisdomTree U.S. Quality Dividend Growth Fund - $1.86M, and SPDR Portfolio Developed World ex-US ETF - $1.59M. 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: Novo Nordisk A/S Sponsored ADR - $730,964.11, Grayscale Bitcoin Trust ETF - $180,562.77, SPDR Portfolio Long Term Treasury ETF - $167,184.65, State Street SPDR Portfolio S&P 500 ETF - $140,016.08, and Netflix, Inc - $124,045.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does D. Garet Strange's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.72M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.53M, SPDR Portfolio Developed World ex-US ETF - $1.34M, SPDR Portfolio Intermediate Term Treasury ETF - $1.11M, Astoria Dynamic Core US Fixed Income ETF - $900,981.31, and DoubleLine Mortgage ETF - $894,357.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are D. Garet Strange's monthly returns?
D. Garet Strange'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 D. Garet Strange's strategy be considered aggressive or moderate?
D. Garet Strange'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 D. Garet Strange's strategy?
D. Garet Strange'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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