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:
7.25%
Gain
Monthly
0.23%
Yearly
2.79%
Drawdown
23.77%
$360.01M
Equity
Holdings
$360.01M
Investment
$290.94M
$85.52M
Profit -$2.44M
Realized
$16.45M
Unrealized
$69.08M
Dividends
$16.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.44M
Win %
73%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$3.03M
Win %
73%
This Month
Compared to last month
Gain
-0.94%
Profit
-$3.41M
Win %
73%
This Year
Compared to last year
Gain
8.25%
Profit
$27.43M
Win %
73%
FCNCA First Citizens BancShares, Inc.
+4.92%
+$15,290.88 
MRK Merck & Co., Inc.
+4.17%
+$12,012.48 
ABBV AbbVie Inc.
+3.44%
+$13,691.75 
T AT&T Inc.
+3.22%
+$7,514.17 
COKE Coca-Cola Consolidated Inc.
+2.97%
+$39,261.69 
VZ Verizon Communications Inc.
+2.91%
+$7,300.68 
SBUX Starbucks Corporation
+2.86%
+$19,310.13 
ISRG Intuitive Surgical, Inc.
+2.54%
+$8,950.45 
WMT Walmart Inc.
+2.49%
+$29,615.6 
MCD McDonald's Corporation
+2.31%
+$3,959.64 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$4,324.98 
REGN Regeneron Pharmaceuticals, Inc.
+2.01%
+$3,572.44 
MSFT Microsoft Corp.
+1.78%
+$29,856.41 
LLY Eli Lilly and Company
+1.73%
+$8,538.6 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+1.48%
+$3,639.12 
LNG Cheniere Energy Inc.
+1.44%
+$12,643.15 
ET Energy Transfer L.P.
+1.43%
+$4,715.61 
KMI Kinder Morgan, Inc.
+1.41%
+$16,347.24 
CVS CVS Health Corporation
+1.39%
+$7,354.35 
JNJ Johnson & Johnson
+1.34%
+$10,754.7 
EPD Enterprise Products Partners L.P.
+1.29%
+$10,134.08 
CVX Chevron Corporation
+1.26%
+$2,216.16 
AAPL Apple Inc.
+1.25%
+$55,049.34 
HD The Home Depot, Inc.
+1.09%
+$3,568.55 
DUK Duke Energy Corporation
+1.04%
+$4,260.87 
XOM Exxon Mobil Corporation
+1.02%
+$7,980.21 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$7,998.93 
XLE Energy Select Sector SPDR Fund
+0.92%
+$4,526.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$31,127 
IUSV iShares Core S&P U.S. Value ETF
+0.69%
+$4,193.73 
VONV Vanguard Russell 1000 Value Index Fund
+0.64%
+$3,252.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$13,260.76 
LDOS Leidos Holdings Inc.
+0.62%
+$2,477.66 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$2,292.07 
WMB The Williams Companies, Inc.
+0.56%
+$2,760.24 
NFLX Netflix, Inc.
+0.45%
+$2,906.34 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$1,543.65 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$4,319.4 
WTMY WisdomTree High Income Laddered Municipal Fund
+0.28%
+$6,730.92 
AXP American Express Company
+0.26%
+$2,558.49 
VTV Vanguard Value ETF
+0.26%
+$1,915.73 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.24%
+$13,751.7 
GOOG Alphabet Inc
+0.22%
+$4,276.21 
SPGP Invesco S&P 500 GARP ETF
+0.2%
+$1,042.23 
AMP Ameriprise Financial, Inc.
+0.19%
+$542.74 
GOOGL Alphabet Inc
+0.17%
+$7,371.51 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$794.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$1,502.64 
IWR iShares Russell Mid-Cap ETF
+0.13%
+$393.24 
WTMU WisdomTree Core Laddered Municipal Fund
+0.08%
+$1,688.52 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$297.61 
IBD Inspire Corporate Bond ETF
+0.06%
+$226.65 
MYCG SPDR SSGA 2027 Corp Bond ETF
+0.03%
+$344.28 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.03%
+$82.33 
VB Vanguard Small-Cap ETF
+0.02%
+$68.04 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$146.95 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$63.69 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.02%
+$3,494.7 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$99.7 
NEE NextEra Energy, Inc.
+0.01%
+$20.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$53.13 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FQAL Fidelity Quality Factor ETF
0%
$0 
RTRE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
GLW Corning Incorporated
-11.13%
-$266,868.09 
VST Vistra Corp
-5.71%
-$14,704.05 
VRT Vertiv Holdings Co
-5.47%
-$88,754.55 
MS Morgan Stanley
-5.45%
-$46,531.86 
GS The Goldman Sachs Group, Inc.
-5.09%
-$121,426.2 
ATYR Atyr Pharma Inc.
-5.07%
-$526.25 
AVGO Broadcom Inc.
-4.61%
-$21,083 
CMI Cummins Inc.
-3.62%
-$59,924.26 
AMAT Applied Materials, Inc.
-3.49%
-$19,533.39 
CEG Constellation Energy Corporation
-3.28%
-$18,970.04 
NVDA NVIDIA Corporation
-2.73%
-$58,134.86 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.56%
-$21,436.28 
C Citigroup Inc.
-2.53%
-$54,982.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$340,890.96 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.98%
-$16,194.09 
META Meta Platforms Inc Class A
-1.85%
-$7,871.87 
IAU iShares Gold Trust
-1.8%
-$15,859.12 
DGRE WisdomTree Emerging Markets Fund
-1.79%
-$35,640.22 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$66,562.21 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$28,052.72 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$15,583.2 
PPI ASTORIA REAL ASSETS ETF
-1.45%
-$249,442.42 
TSLA Tesla, Inc.
-1.41%
-$7,127.91 
BKR Baker Hughes Company
-1.33%
-$5,545.72 
CRWD CrowdStrike Holdings, Inc.
-1.31%
-$5,744.64 
RTX RTX Corporation
-1.3%
-$2,858.55 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$3,257.17 
GQQQ Astoria US Quality Growth Kings ETF
-1.28%
-$478,462.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$3,587.01 
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$3,603.86 
IXUS iShares Core International Stock ETF
-1.17%
-$2,679.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$5,383.73 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$3,266.16 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$313,112.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$7,880.18 
VUG Vanguard Growth ETF
-1.03%
-$12,382.2 
JPM JPMorgan Chase & Co.
-1%
-$5,100.04 
BTE Baytex Energy Corp
-0.97%
-$400 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.88%
-$57,522.14 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$27,058.44 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.73%
-$3,514.82 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$6,603.06 
QGRO American Century U.S. Quality Growth ETF
-0.62%
-$2,061.18 
CGBL Capital Group Core Balanced ETF
-0.57%
-$1,556.6 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.55%
-$6,108.52 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.53%
-$148,490.4 
LRGF iShares U.S. Equity Factor ETF
-0.53%
-$14,634.27 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.47%
-$8,030.67 
VOO Vanguard S&P 500 ETF
-0.47%
-$2,102.72 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$5,152.68 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,980.14 
KBWB Invesco KBW Bank ETF
-0.46%
-$19,145.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$10,176.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$76,002 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$11,317.16 
NUE Nucor Corporation
-0.43%
-$3,709.03 
BAC Bank of America Corporation
-0.28%
-$4,553.68 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.27%
-$8,036.14 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.23%
-$1,650.86 
VO Vanguard Mid-Cap ETF
-0.2%
-$2,318.72 
BAB Invesco Taxable Municipal Bond ETF
-0.17%
-$8,333.91 
AMZN Amazon.com Inc
-0.14%
-$3,370.77 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$2,111.62 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$850.3 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
-0.12%
-$1,426.68 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
-0.12%
-$486.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$565.89 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.1%
-$397.84 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$487.05 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$4,867.48 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$666.47 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$534.78 
DMBS DoubleLine Mortgage ETF
-0.07%
-$7,594.76 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.07%
-$249.53 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.07%
-$534.73 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.07%
-$474.09 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
-0.06%
-$175.28 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$432.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$1,077.62 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$2,360.32 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$215.61 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.05%
-$199.7 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.04%
-$271.36 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.04%
-$237.49 
CME CME Group Inc.
-0.04%
-$187.01 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,235.36 
MYCF SPDR SSgA 2026 Corporate Bond ETF
-0.02%
-$379.62 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$2,206.3 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$112.58 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$84.31 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$21.94 Events
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Dividends
Dividend Analysis
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| Trades 2097 | Longs Won 1350/2097 64% | Profit Factor 16.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,998.56 |
| Average Win $67,452.52 | Best Trade (Jul 13) $7.27M | Sharpe Ratio -83.5 |
| Average Loss -$7,412.21 | Worst Trade (Mar 31) -$349,354.47 | Z-Score -4.73 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $40,783.97 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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