Mike Silane Portfolio
Invests via 21 West Wealth Management LLC | Managed by Mike Silane, Sara Lovell
Invests via 21 West Wealth Management LLC
Managed by Mike Silane, Sara Lovell
Automatically Tracked
Experienced technology investor and operator focused on growth-stage software and digital infrastructure, with a background in scaling product-led businesses and executing strategic exits. Mike Silane brings operating experience in product management and corporate development and has invested across SaaS, marketplaces and developer tools, serving on boards and advising founders on GTM and capital strategy.
Experienced technology investor and operator focused on growth-stage software and digital infrastructure, with a background in scaling product-led businesses and executing strategic exits. Mike Silane brings operating experience in product management and corporate development and has invested across SaaS, marketplaces and developer tools, serving on boards and advising founders on GTM and capital strategy.
Investment Philosophy & Strategy
Focuses on growth-stage, product-led software and digital infrastructure opportunities where operational experience accelerates scale. Prefers SaaS, marketplaces and developer tools with clear unit-economics and retention-led growth; emphasizes GTM efficiency, product virality, and platform defensibility. Deploys follow-on capital selectively, structures rounds to align founder incentives, and seeks medium-term exits via strategic M&A or IPO. Investment decisions are metrics-driven, hands-on with board/advisory involvement, and prioritize capital efficiency and repeatable revenue expansion.
Focuses on growth-stage, product-led software and digital infrastructure opportunities where operational experience accelerates scale. Prefers SaaS, marketplaces and developer tools with clear unit-economics and retention-led growth; emphasizes GTM efficiency, product virality, and platform defensibility. Deploys follow-on capital selectively, structures rounds to align founder incentives, and seeks medium-term exits via strategic M&A or IPO. Investment decisions are metrics-driven, hands-on with board/advisory involvement, and prioritize capital efficiency and repeatable revenue expansion.
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:
13.59%
Gain -0.13%
Monthly
0.91%
Yearly
11.51%
Drawdown
7.09%
$117.66M
Equity
Holdings
$117.66M
Investment
$104.53M
$13.43M
Profit -$153,353.15
Realized
$309,859.14
Unrealized
$13.13M
Dividends
$3.93M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$153,353.15
Win %
65%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$153,353.15
Win %
65%
This Month
Compared to last month
Gain
1.1%
Profit
$1.28M
Win %
65%
This Year
Compared to last year
Gain
0.52%
Profit
$606,945.32
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$123,429.65 
ETN Eaton Corporation plc
+7.32%
+$20,128.41 
GOOG Alphabet Inc
+6.88%
+$57,861.43 
GOOGL Alphabet Inc
+6.73%
+$51,815.82 
TT Trane Technologies plc
+3.33%
+$7,965.82 
META Meta Platforms Inc Class A
+3.28%
+$12,641.19 
MSFT Microsoft Corp.
+3.02%
+$37,945.29 
NVDA NVIDIA Corporation
+2.93%
+$71,797.63 
MRVL Marvell Technology, Inc.
+2.32%
+$4,890.48 
AMAT Applied Materials, Inc.
+1.18%
+$4,065.11 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$10,084.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,388.55 
VOO Vanguard S&P 500 ETF
+0.71%
+$60,570.68 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$23,923.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,220.16 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$9,116.61 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$28,547.64 
AVGO Broadcom Inc.
+0.37%
+$1,644.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,344.78 
BAC Bank of America Corporation
+0.36%
+$820.82 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$14,583.26 
JPM JPMorgan Chase & Co.
+0.27%
+$1,750.28 
WMT Walmart Inc.
+0.09%
+$187.6 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$166.53 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$290.71 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$143,049.68 
MU Micron Technology, Inc.
-5.9%
-$30,977.96 
ABBV AbbVie Inc.
-2.51%
-$8,152.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,094.26 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$23,182.72 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$25,759.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$25,057.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,589.36 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,458 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$8,500.83 
EFA iShares MSCI EAFE ETF
-0.62%
-$7,158.36 
JPRE JPMorgan Realty Income ETF
-0.56%
-$9,141.9 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4,586.73 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,793.88 
LLY Eli Lilly and Company
-0.53%
-$2,151.63 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.51%
-$8,476.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,015.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$13,772.72 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$11,632.8 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,779.47 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$852.12 
FBND Fidelity Total Bond ETF
-0.27%
-$9,415.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$784.5 
VB Vanguard Small-Cap ETF
-0.22%
-$4,604.02 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$899.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,868.8 
MUB iShares National Muni Bond ETF
-0.11%
-$6,868.8 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$8,779.7 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,913.28 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$3,071.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,111.86 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$432.32 
CMF iShares California Muni Bond ETF
-0.05%
-$1,586.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$988.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,475.16 
V Visa Inc. Class A
-0.04%
-$139.85 
NYF iShares New York Muni Bond ETF
-0.04%
-$169.44 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$210.79 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 251 | Longs Won 180/251 71% | Profit Factor 16.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $165,021.95 |
| Average Win $79,578.69 | Best Trade (Aug 14) $1.63M | Sharpe Ratio -10.99 |
| Average Loss -$12,523.66 | Worst Trade (Aug 03) -$135,223.2 | Z-Score 4.16 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $53,525.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,834 | $1.2M | $1.8M | - | $605,219.24 | 50.56% | -7.354% |
| ABBV AbbVie Inc. | 1,260 | $233,881.02 | $316,184.4 | - | $82,303.38 | 35.19% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,138 | $313,050.44 | $305,547.06 | - | -$7,503.38 | -2.4% | -0.256% |
| AMAT Applied Materials, Inc. | 689 | $235,493 | $349,784.64 | - | $114,291.64 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 876 | $508,877 | $417,107.39 | - | -$91,769.61 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 3,421 | $750,533.14 | $929,075.15 | - | $178,542.01 | 23.79% | +15.321% |
| AVGO Broadcom Inc. | 1,142 | $314,792.12 | $444,557.76 | - | $129,765.64 | 41.22% | +0.371% |
| BAC Bank of America Corporation | 3,731 | $212,592 | $231,135.45 | - | $18,543.45 | 8.72% | +0.356% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 38,776 | $3.58M | $3.51M | - | -$70,575.82 | -1.97% | -0.33% |
| BRK-B Berkshire Hathaway Inc. | 723 | $351,212.15 | $369,843.42 | - | $18,631.27 | 5.3% | +0.365% |
| CMF iShares California Muni Bond ETF | 52,882 | $2.98M | $2.99M | - | $6,003.11 | 0.2% | -0.053% |
| DFCF Dimensional Core Fixed Income ETF | 7,101 | $301,808.41 | $294,691.5 | - | -$7,116.91 | -2.36% | -0.288% |
| DFUS Dimensional U.S. Equity Market ETF | 42,721 | $2.91M | $3.49M | - | $570,754.93 | 19.58% | +0.691% |
| EFA iShares MSCI EAFE ETF | 10,846 | $969,524 | $1.15M | - | $175,596.68 | 18.11% | -0.621% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 10,728 | $679,223.71 | $988,263.36 | - | $309,039.65 | 45.5% | +1.031% |
| ETN Eaton Corporation plc | 711 | $253,820 | $295,207.21 | - | $41,387.21 | 16.31% | +7.317% |
| FBND Fidelity Total Bond ETF | 78,463 | $3.59M | $3.51M | - | -$84,231.61 | -2.34% | -0.268% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 33,765 | $1.12M | $1.39M | - | $278,501.21 | 24.97% | +0.658% |
| FREL Fidelity MSCI Real Estate Index ETF | 44,741 | $1.21M | $1.34M | - | $133,211.04 | 11% | -0.628% |
| GOOG Alphabet Inc | 2,519 | $448,487.33 | $898,401.32 | - | $449,913.99 | 100.32% | +6.884% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Mike Silane?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $732,679.96, JPMorgan Equity Premium Income Fund - $456,517.38, JPMorgan Municipal Bond ETF - $304,359.91, iShares National Muni Bond ETF - $231,529.57, and Vanguard Intermediate-Term Corporate Bond Fund - $215,383.6. 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: Costco Wholesale Corporation - $24,993.54, Bank of America Corporation - $22,274.07, and VANGUARD CONSUMER STAPLES ETF - $5,399.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mike Silane's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.93M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $700,925.88, JPMorgan Equity Premium Income Fund - $457,288.4, JPMorgan Municipal Bond ETF - $304,359.91, iShares National Muni Bond ETF - $229,450.84, and Vanguard Intermediate-Term Corporate Bond Fund - $215,383.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mike Silane's monthly returns?
Mike Silane'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 Mike Silane's strategy be considered aggressive or moderate?
Mike Silane'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 Mike Silane's strategy?
Mike Silane'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.
