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:
6.27%
Gain +0.18%
Monthly
0.28%
Yearly
3.46%
Drawdown
21.23%
$137,794.25
Equity
Holdings
$137,794.25
Investment
$109,096
$18,704.25
Profit +$565.15
Realized
-$9,994
Unrealized
$28,698.25
Dividends
$10,900.95
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$565.15
Win %
100%
This Week
Compared To Last Week
Gain
4.5%
Profit
$5,931.85
Win %
100%
This Month
Compared to last month
Gain
12.39%
Profit
$15,187.86
Win %
100%
This Year
Compared to last year
Gain
19.34%
Profit
$22,334.35
Win %
100%
EOG EOG Resources, Inc.
+0.41%
+$565.15 No Data
Events
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Dividends
Dividend Analysis
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| Trades 3 | Longs Won 1/3 33% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19,680.45 |
| Average Win $28,698.25 | Best Trade (Oct 15) $28,698.25 | Sharpe Ratio -11.49 |
| Average Loss -$4,997 | Worst Trade (Sep 29) -$9,430 | Z-Score 0.35 (27.63%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $6,234.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.01% | 0.13% | 0.71% | 2.31% | 5.79% | 12.24% | 23.08% | 39.96% | 64.85% |
| Consecutive Losing Trades | 28 | 25 | 22 | 19 | 17 | 14 | 11 | 8 | 6 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| EOG EOG Resources, Inc. | 890 | $109,096 | $137,794.25 | - | $28,698.25 | 26.31% | +0.412% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Leland Scott Scharer?
The largest contributions to the portfolio's profits come from the following stocks: EOG Resources, Inc - $6,234.45 and Coterra Energy Inc - $1,762.5. 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: ConocoPhillips - $7,090. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leland Scott Scharer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10,900.95 earned over time. The largest contributors to dividend income include EOG Resources, Inc - $6,234.45, ConocoPhillips - $2,340, and Coterra Energy Inc - $2,326.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leland Scott Scharer's monthly returns?
Leland Scott Scharer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Leland Scott Scharer's strategy be considered aggressive or moderate?
Leland Scott Scharer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Leland Scott Scharer's strategy?
Leland Scott Scharer'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.
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