Jason Lina Portfolio

Invests via Golden Bell Financial Planning LLC | Managed by Jason Lina

Invests via Golden Bell Financial Planning LLC

Managed by Jason Lina

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 01:45 PM

Technology-focused investor and operator with experience in startups, go-to-market and growth-stage investing, often active in SaaS, fintech and developer tools. Jason Lina is known for combining operating experience with capital allocation, advising founders on product-market fit, scaling sales and strategic fundraising. Background includes roles in early-stage venture and corporate development, with operational stints at product-led companies; frequently sources deals through founder networks and sector-focused diligence.

Investment Philosophy & Strategy

Operator-led venture approach focused on software-intensive businesses, with preference for early to growth-stage SaaS, fintech and developer tools. Capital allocation favors concentrated, conviction-weighted stakes with active follow-on reserves to support rapid GTM scaling. Combines product-led diligence and unit-economics scrutiny with hands-on operating support on product-market fit, sales motion and go-to-market execution. Time horizon targets multi-year value creation through systematic margin expansion, customer retention and distribution leverage. Risk discipline emphasizes founder quality, measurable traction, capital efficiency and staged financing triggers tied to operational milestones.

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:

0.96%

Gain

Monthly

0.05%

Yearly

0.62%

Drawdown

16.8%

$130.13M

Equity

Holdings

$130.13M

Investment

$111.79M

$19.29M

Profit -$551,504.77

Realized

$956,597.14

Unrealized

$18.34M

Dividends

$5.41M

Goals

Avg. 87.5% completed goals

Yearly

Gain > 5%

2026

75%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$551,504.77

Win %

72%

This Week

Compared To Last Week

Gain

-0.83%

Profit

-$1.09M

Win %

72%

This Month

Compared to last month

Gain

-1.16%

Profit

-$1.52M

Win %

72%

This Year

Compared to last year

Gain

3.73%

Profit

$4.68M

Win %

74%

Gainers
Losers

ROSC Hartford Multifactor Small Cap ETF

+1.03%

+$2,691.08

VTV Vanguard Value ETF

+0.37%

+$888

TIP iShares TIPS Bond ETF

+0.36%

+$8,169.7

SCHP Schwab U.S. TIPS ETF

+0.33%

+$34,144.58

AGG iShares Core U.S. Aggregate Bond ETF

+0.26%

+$14,887.92

DFLV Dimensional US Large Cap Value ETF

+0.25%

+$27,536

BND Vanguard Total Bond Market Index Fund

+0.24%

+$54,653.37

BRK-B Berkshire Hathaway Inc.

+0.23%

+$1,037.34

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.23%

+$12,639.94

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.16%

+$352.12

CPAG F/m Compoundr U.S. Aggregate Bond ETF

+0.11%

+$807.72

BNDX Vanguard Total International Bond ETF

+0.07%

+$8,338.89

SCMB Schwab Municipal Bond ETF

+0.02%

+$89.84

VTEB Vanguard Tax-Exempt Bond ETF

+0.02%

+$416.8

AVES Avantis Emerging Markets Value ETF

-2.69%

-$231,312.48

DFEV Dimensional Emerging Markets Value ETF

-2.67%

-$92,116.44

VWO Vanguard FTSE Emerging Markets ETF

-2.65%

-$28,552.68

AVDV Avantis International Small Cap Value ETF

-1.88%

-$116,604.15

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

-1.85%

-$25,949.64

FNDE Schwab Fundamental Emerging Markets Large Company Index ETF

-1.53%

-$5,028.82

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.48%

-$18,216

VT Vanguard Total World Stock ETF

-1.4%

-$3,306.22

VV Vanguard Large-Cap Index Fund ETF Shares

-1.31%

-$15,054.64

VOO Vanguard S&P 500 ETF

-1.3%

-$4,054.35

SCHA Schwab U.S. Small-Cap ETF

-1.28%

-$3,539.8

SPY SPDR S&P 500 ETF Trust

-1.27%

-$4,278.41

VTI VANGUARD TOTAL STOCK MKT ETF

-1.23%

-$3,311.49

FNDC Schwab Fundamental International Small Company Index ETF

-1.2%

-$7,090.78

DISV Dimensional International Small Cap Equity Fund

-0.86%

-$31,489.92

AVIV Avantis International Large Cap Value ETF

-0.81%

-$76,016

PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF

-0.66%

-$5,120.9

VB Vanguard Small-Cap ETF

-0.58%

-$2,855.81

DFIV Dimensional International Value ETF

-0.52%

-$2,647.7

ROUS Hartford Multifactor US Equity ETF

-0.41%

-$7,910.73

SCHV Schwab U.S. Large-Cap Value ETF

-0.25%

-$12,687.95

AVUV Avantis U.S. Small Cap Value ETF

-0.23%

-$20,026.53

DFSV Dimensional US Small Cap Value ETF

-0.07%

-$662.4

Events

Dividends

Dividend Analysis

No Data

Trades 177	Longs Won 138/177 77%	Profit Factor 54.58
Profitability	Shorts Won 0/0 0%	Standard Deviation $380,562.62
Average Win $142,406.72	Best Trade (Jul 14) $2.99M	Sharpe Ratio -178.31
Average Loss -$9,232.52	Worst Trade (Jul 10) -$244,270.58	Z-Score 6.97 (100%)
Commissions $0	Avg. Trade Length 10m 3w 3d	Expectancy $108,994.68

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	14,085	12,676	11,268	9,859	8,451	7,042	5,634	4,225	2,817	1,408