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
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.
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.
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:
18.72%
Gain -0.14%
Monthly
0.8%
Yearly
10.05%
Drawdown
7.09%
$134.02M
Equity
Holdings
$134.02M
Investment
$116.82M
$18.49M
Profit -$164,973.33
Realized
$1.29M
Unrealized
$17.2M
Dividends
$6.3M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$164,973.33
Win %
54%
This Week
Compared To Last Week
Gain
0.2%
Profit
$264,140.48
Win %
54%
This Month
Compared to last month
Gain
0.61%
Profit
$817,343.56
Win %
54%
This Year
Compared to last year
Gain
-1.46%
Profit
-$1.98M
Win %
62%
BRK-B Berkshire Hathaway Inc.
+1.3%
+$6,260.76 
ROSC Hartford Multifactor Small Cap ETF
+0.63%
+$1,490.36 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.61%
+$4,535.5 
DFIV Dimensional International Value ETF
+0.56%
+$2,878.16 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$28,985.5 
AVIV Avantis International Large Cap Value ETF
+0.43%
+$41,481.76 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$11,463.12 
TIP iShares TIPS Bond ETF
+0.24%
+$5,324.75 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$25,798.56 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$462.94 
VTV Vanguard Value ETF
+0.18%
+$446 
DFLV Dimensional US Large Cap Value ETF
+0.1%
+$11,318.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$907.72 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$3,430.92 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.86%
-$13,920.9 
VLUE iShares MSCI USA Value Factor ETF
-1.63%
-$4,070.43 
DFEV Dimensional Emerging Markets Value ETF
-1.61%
-$57,559.07 
SCHA Schwab U.S. Small-Cap ETF
-1.58%
-$4,143.18 
AVES Avantis Emerging Markets Value ETF
-1.35%
-$110,198.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$13,407.75 
VB Vanguard Small-Cap ETF
-1.27%
-$6,040.82 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.14%
-$13,003.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.13%
-$3,110.26 
SPY SPDR S&P 500 ETF Trust
-1.1%
-$3,779.38 
VOO Vanguard S&P 500 ETF
-1.08%
-$3,481.3 
VT Vanguard Total World Stock ETF
-0.95%
-$2,407.5 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$1,973.7 
ROUS Hartford Multifactor US Equity ETF
-0.81%
-$16,051.71 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.6%
-$2,049.95 
AVUV Avantis U.S. Small Cap Value ETF
-0.27%
-$22,184.5 
DFSV Dimensional US Small Cap Value ETF
-0.25%
-$1,902.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$2,517.6 
BNDX Vanguard Total International Bond ETF
-0.16%
-$18,827.92 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$275.99 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.06%
-$830.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$1,442.35 
FNDC Schwab Fundamental International Small Company Index ETF
-0.02%
-$107.92 
SCMB Schwab Municipal Bond ETF
-0.02%
-$90.39 
SCHV Schwab U.S. Large-Cap Value ETF
-0.01%
-$738.17 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.01%
-$706.19 
DFCF Dimensional Core Fixed Income ETF
-0.01%
-$49.59 Events
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Dividends
Dividend Analysis
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| Trades 212 | Longs Won 146/212 68% | Profit Factor 11.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,064.46 |
| Average Win $138,408.72 | Best Trade (Oct 16) $3.09M | Sharpe Ratio -150.18 |
| Average Loss -$25,997.72 | Worst Trade (Oct 14) -$452,695.2 | Z-Score -1.03 (69.69%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $87,225.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,155 | 4,639 | 4,124 | 3,608 | 3,093 | 2,577 | 2,062 | 1,546 | 1,031 | 515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 57,694 | $5.59M | $5.5M | - | -$89,137.78 | -1.59% | -0.026% |
| AVDV Avantis International Small Cap Value ETF | 57,971 | $3.77M | $6.25M | - | $2.48M | 65.66% | +0.466% |
| AVES Avantis Emerging Markets Value ETF | 126,665 | $5.85M | $8.04M | - | $2.19M | 37.4% | -1.352% |
| AVIV Avantis International Large Cap Value ETF | 120,237 | $6.39M | $9.64M | - | $3.25M | 50.79% | +0.432% |
| AVUV Avantis U.S. Small Cap Value ETF | 68,260 | $6.6M | $8.2M | - | $1.6M | 24.21% | -0.27% |
| BND Vanguard Total Bond Market Index Fund | 343,092 | $24.85M | $24.3M | - | -$556,075.9 | -2.24% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 251,039 | $12.29M | $11.83M | - | -$457,459.89 | -3.72% | -0.159% |
| BRK-B Berkshire Hathaway Inc. | 918 | $416,111 | $488,835 | - | $72,724 | 17.48% | +1.297% |
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | 7,472 | $763,691 | $746,901.12 | - | -$16,789.88 | -2.2% | +0.611% |
| DFCF Dimensional Core Fixed Income ETF | 9,918 | $418,639 | $402,819.57 | - | -$15,819.43 | -3.78% | -0.012% |
| DFEV Dimensional Emerging Markets Value ETF | 86,555 | $2.44M | $3.52M | - | $1.07M | 43.95% | -1.61% |
| DFIV Dimensional International Value ETF | 9,137 | $330,142.82 | $515,920.7 | - | $185,777.88 | 56.27% | +0.561% |
| DFLV Dimensional US Large Cap Value ETF | 282,956 | $8.88M | $11.7M | - | $2.82M | 31.75% | +0.097% |
| DFSV Dimensional US Small Cap Value ETF | 20,026 | $607,585.52 | $764,492.55 | - | $156,907.03 | 25.82% | -0.248% |
| DISV Dimensional International Small Cap Equity Fund | 95,526 | $2.75M | $4.09M | - | $1.34M | 48.6% | +0.281% |
| FNDC Schwab Fundamental International Small Company Index ETF | 10,792 | $368,446.99 | $533,448.56 | - | $165,001.57 | 44.78% | -0.02% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 8,039 | $233,533.4 | $341,134.96 | - | $107,601.56 | 46.08% | -0.597% |
| IAGG iShares International Aggregate Bond Fund | 6,133 | $310,330 | $302,264.9 | - | -$8,065.1 | -2.6% | -0.091% |
| IJR iShares Core S&P Small-Cap ETF | 1,530 | $226,914 | $207,927 | - | -$18,987 | -8.37% | -0.94% |
| PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 14,205 | $591,069.66 | $733,830.3 | - | $142,760.64 | 24.15% | -1.862% |
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FAQ
Which stocks have generated the highest profits for Jason Lina?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $1.39M, Avantis Emerging Markets Value ETF - $880,363.07, Schwab U.S. TIPS ETF - $748,592.9, Avantis International Small Cap Value ETF - $682,132.16, and Vanguard Total International Bond ETF - $663,764.98. 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: Schwab U.S. Small-Cap ETF - $16,544.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Lina's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.3M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.39M, Schwab U.S. TIPS ETF - $745,639.87, Vanguard Total International Bond ETF - $662,979.76, Vanguard Intermediate-Term Corporate Bond Fund - $444,529.29, and Avantis Emerging Markets Value ETF - $429,982.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Lina's monthly returns?
Jason Lina'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 Jason Lina's strategy be considered aggressive or moderate?
Jason Lina's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Jason Lina's strategy?
Jason Lina's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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