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:
41.81%
Gain +0.18%
Monthly
1.1%
Yearly
14.05%
Drawdown
11.93%
$379.27M
Equity
Holdings
$379.27M
Investment
$305.46M
$92.14M
Profit +$540,369.16
Realized
$18.33M
Unrealized
$73.81M
Dividends
$16.78M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$540,369.16
Win %
69%
This Week
Compared To Last Week
Gain
0.38%
Profit
$1.42M
Win %
69%
This Month
Compared to last month
Gain
1.93%
Profit
$7.18M
Win %
69%
This Year
Compared to last year
Gain
0.34%
Profit
$1.36M
Win %
69%
TSLA Tesla, Inc.
+3.8%
+$15,960.89 
META Meta Platforms Inc Class A
+2.79%
+$8,994.97 
AAPL Apple Inc.
+1%
+$41,074.46 
GOOGL Alphabet Inc
+0.82%
+$32,999.52 
COKE Coca-Cola Consolidated Inc.
+0.74%
+$10,391.64 
SMH VanEck Semiconductor ETF
+0.73%
+$1,329.89 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$7,912.53 
DMBS DoubleLine Mortgage ETF
+0.48%
+$73,488.68 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.42%
+$4,842.13 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.29%
+$1,207.8 
EPD Enterprise Products Partners L.P.
+0.26%
+$2,119.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$1,004.58 
IBD Inspire Corporate Bond ETF
+0.15%
+$507.08 
ATYR Atyr Pharma Inc.
+0.06%
+$10.8 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$144.14 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
0%
+$11.37 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
0%
+$9.27 
ABBV AbbVie Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.01 
AVGO Broadcom Inc.
0%
+$0.01 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BKR Baker Hughes Company
0%
$0 
C Citigroup Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
-$0.02 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
+$0.01 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.08 
HD The Home Depot, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
JNJ Johnson & Johnson
0%
+$0.03 
JPM JPMorgan Chase & Co.
0%
+$0.01 
KMI Kinder Morgan, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LNG Cheniere Energy Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.04 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VST Vistra Corp
0%
+$0.04 
VRT Vertiv Holdings Co
0%
+$0.04 
VZ Verizon Communications Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF
0%
-$1.19 
BAB Invesco Taxable Municipal Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CGBL Capital Group Core Balanced ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRE WisdomTree Emerging Markets Fund
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.02 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
0%
+$0.42 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FQAL Fidelity Quality Factor ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
+$0.05 
IAU iShares Gold Trust
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.56 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.07 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
IQDG WisdomTree International Quality Dividend Growth Fund
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.13 
IVV iShares Core S&P 500 ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
KBWB Invesco KBW Bank ETF
0%
$0 
LRGF iShares U.S. Equity Factor ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
0%
$0 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.05 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.03 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.02 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
0%
-$66.44 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
UTES Virtus Reaves Utilities ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.01 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
-$0.03 
VONV Vanguard Russell 1000 Value Index Fund
0%
-$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.07 
VTV Vanguard Value ETF
0%
+$0.03 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
+$0.01 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
+$4.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
MYCG SPDR SSGA 2027 Corp Bond ETF
0%
$0 
MYCF SPDR SSgA 2026 Corporate Bond ETF
0%
+$0.12 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
-$23.84 
WTMU WisdomTree Core Laddered Municipal Fund
0%
$0 
WTMY WisdomTree High Income Laddered Municipal Fund
0%
$0 
AGGA Astoria Dynamic Core US Fixed Income ETF
0%
$0 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
0%
$0 
AMAT Applied Materials, Inc.
-2.48%
-$13,228.94 
WMT Walmart Inc.
-0.25%
-$3,068.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$178.76 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$80.96 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.01%
-$119.78 
CLOX Eldridge AAA CLO ETF
0%
-$39.37 
PPI ASTORIA REAL ASSETS ETF
0%
-$408.02 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
0%
-$5.15 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
-$7.08 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
0%
-$4.04 
GQQQ Astoria US Quality Growth Kings ETF
0%
-$327.99 Events
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Dividends
Dividend Analysis
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| Trades 2242 | Longs Won 1487/2242 66% | Profit Factor 15.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $280,170.8 |
| Average Win $66,319.93 | Best Trade (Aug 17) $8.05M | Sharpe Ratio -77.95 |
| Average Loss -$8,585.9 | Worst Trade (Mar 31) -$349,354.47 | Z-Score 5.3 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $41,095.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,646 | $2.73M | $4.17M | - | $1.44M | 52.77% | +0.996% |
| ABBV AbbVie Inc. | 1,609 | $267,477.3 | $400,254.82 | - | $132,777.52 | 49.64% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,667 | $265,344.1 | $259,845.81 | - | -$5,498.29 | -2.07% | 0.0 |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 839,138 | $21.2M | $20.89M | - | -$309,223.32 | -1.46% | 0.0 |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 238,443 | $6.62M | $7.14M | - | $526,565.59 | 7.96% | 0.0 |
| AMAT Applied Materials, Inc. | 972 | $180,686.36 | $519,572.88 | - | $338,886.52 | 187.56% | -2.483% |
| AMP Ameriprise Financial, Inc. | 551 | $209,599.33 | $311,353.57 | - | $101,754.24 | 48.55% | 0.0 |
| AMZN Amazon.com Inc | 9,502 | $1.78M | $2.54M | - | $762,249.42 | 42.88% | 0.0 |
| AOA iShares Core Aggressive Allocation ETF | 12,267 | $1.1M | $1.22M | - | $121,737.94 | 11.08% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 167 | $220,011 | $302,281.67 | - | $82,270.67 | 37.39% | 0.0 |
| ATYR Atyr Pharma Inc. | 35,992 | $24,527.32 | $19,446.48 | - | -$5,080.84 | -20.72% | +0.056% |
| AVGO Broadcom Inc. | 1,142 | $323,185.74 | $475,129.1 | - | $151,943.36 | 47.01% | 0.0 |
| AXP American Express Company | 2,783 | $521,668.63 | $957,574.6 | - | $435,905.97 | 83.56% | 0.0 |
| BAB Invesco Taxable Municipal Bond ETF | 196,857 | $5.28M | $5.2M | - | -$83,066.03 | -1.57% | 0.0 |
| BAC Bank of America Corporation | 26,302 | $902,204.95 | $1.7M | - | $802,427.67 | 88.94% | 0.0 |
| BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 11,894 | $1.15M | $1.15M | - | $3,215.31 | 0.28% | 0.0 |
| BKR Baker Hughes Company | 7,539 | $458,906.18 | $484,606.92 | - | $25,700.74 | 5.6% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,012 | $445,666.13 | $516,039.04 | - | $70,372.91 | 15.79% | -0.016% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 35,469 | $689,512.41 | $693,596.29 | - | $4,083.88 | 0.59% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18,912 | $368,455.89 | $371,526.24 | - | $3,070.35 | 0.83% | 0.0 |
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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 - $4.17M, SPDR Gold MiniShares Trust - $1.99M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.97M, WisdomTree U.S. Quality Dividend Growth Fund - $1.85M, 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, State Street SPDR Portfolio S&P 500 ETF - $184,638.26, Grayscale Bitcoin Trust ETF - $180,562.77, SPDR Portfolio Long Term Treasury ETF - $172,904.08, 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 $16.78M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.5M, SPDR Portfolio Developed World ex-US ETF - $1.34M, SPDR Portfolio Intermediate Term Treasury ETF - $1.05M, Astoria Dynamic Core US Fixed Income ETF - $825,479.62, and DoubleLine Mortgage ETF - $816,062.84. 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.
