LSS
Leland Scott Scharer Portfolio
Invests via Delaware Ladera Management Company Inc. | Managed by Leland Scott Scharer
Invests via Delaware Ladera Management Company Inc.
Managed by Leland Scott Scharer
Automatically Tracked
Private investor and entrepreneur with operating and investment experience across technology, real estate and small-cap equities, Leland Scott Scharer is known for hands-on portfolio management and strategic exits. He has led company transformations, served on corporate boards, and worked with growth-stage management teams to scale revenue and improve margins. Market-focused profile: active in direct investments, family office allocations and secondary transactions; emphasis on operational value creation.
Private investor and entrepreneur with operating and investment experience across technology, real estate and small-cap equities, Leland Scott Scharer is known for hands-on portfolio management and strategic exits. He has led company transformations, served on corporate boards, and worked with growth-stage management teams to scale revenue and improve margins. Market-focused profile: active in direct investments, family office allocations and secondary transactions; emphasis on operational value creation.
Investment Philosophy & Strategy
Operates a concentrated, hands-on investment approach combining direct private investments, family-office allocations and select small‑cap public positions. Prioritizes growth-stage technology and real estate where operational involvement can drive margin expansion and scalable revenue; seeks control or board roles to execute turnarounds and strategic exits. Capital allocation favors active value creation over passive index exposure, blending patient multi-year horizons for core holdings with opportunistic secondary or special-situation trades. Risk discipline emphasizes operational due diligence, staged capital deployment, clear exit milestones and alignment with management through equity incentives.
Operates a concentrated, hands-on investment approach combining direct private investments, family-office allocations and select small‑cap public positions. Prioritizes growth-stage technology and real estate where operational involvement can drive margin expansion and scalable revenue; seeks control or board roles to execute turnarounds and strategic exits. Capital allocation favors active value creation over passive index exposure, blending patient multi-year horizons for core holdings with opportunistic secondary or special-situation trades. Risk discipline emphasizes operational due diligence, staged capital deployment, clear exit milestones and alignment with management through equity incentives.
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:
3.31%
Gain +0.47%
Monthly
0.19%
Yearly
2.26%
Drawdown
30.18%
$118,174.2
Equity
Holdings
$118,174.2
Investment
$109,096
-$915.8
Profit +$649.7
Realized
-$9,994
Unrealized
$9,078.2
Dividends
$9,993.15
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$649.7
Win %
100%
This Week
Compared To Last Week
Gain
-2.83%
Profit
-$3,444.29
Win %
100%
This Month
Compared to last month
Gain
-0.45%
Profit
-$534
Win %
100%
This Year
Compared to last year
Gain
31.1%
Profit
$29,450.4
Win %
100%
EOG EOG Resources, Inc.
+0.55%
+$649.7 No Data
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3 | Longs Won 1/3 33% | Profit Factor 0.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10,556.3 |
| Average Win $9,078.2 | Best Trade (May 20) $19,896.15 | Sharpe Ratio -9.89 |
| Average Loss -$4,997 | Worst Trade (Sep 29) -$9,430 | Z-Score 0.35 (27.63%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy -$305.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 415% | 270.39% | 210.46% | 176.17% | 153.48% | 137.12% | 124.66% | 114.79% | 106.73% |
| Consecutive Losing Trades | 24 | 21 | 19 | 17 | 14 | 12 | 9 | 7 | 5 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
