Michael Haskins Portfolio
Invests via LWM Advisors Inc. | Managed by Michael Haskins, Kayle Larsen
Invests via LWM Advisors Inc.
Managed by Michael Haskins, Kayle Larsen
Automatically Tracked
Seasoned private equity and growth investor with operational background focused on middle-market buyouts, portfolio value creation and strategic transformations. Michael Haskins brings experience in deal sourcing, capital formation, board-level governance and EBITDA-driven operational improvement, having led investments across technology, services and industrials. Market-facing profile emphasizes hands-on partnership with management teams, governance discipline and exit-oriented value creation.
Seasoned private equity and growth investor with operational background focused on middle-market buyouts, portfolio value creation and strategic transformations. Michael Haskins brings experience in deal sourcing, capital formation, board-level governance and EBITDA-driven operational improvement, having led investments across technology, services and industrials. Market-facing profile emphasizes hands-on partnership with management teams, governance discipline and exit-oriented value creation.
Investment Philosophy & Strategy
Experienced middle‑market private equity investor emphasizing operationally driven buyouts and growth capital. Focuses on sourcing proprietary deals, aligning incentive-heavy capital structures, and partnering closely with management to deliver EBITDA improvement through cost discipline, commercial scale-up and targeted M&A. Underwriting balances sector focus on technology, services and industrials with pragmatic downside protection, clear governance milestones and a 3–7-year value realization horizon. Decision-making is data‑driven, board‑oriented and oriented toward predictable exit pathways.
Experienced middle‑market private equity investor emphasizing operationally driven buyouts and growth capital. Focuses on sourcing proprietary deals, aligning incentive-heavy capital structures, and partnering closely with management to deliver EBITDA improvement through cost discipline, commercial scale-up and targeted M&A. Underwriting balances sector focus on technology, services and industrials with pragmatic downside protection, clear governance milestones and a 3–7-year value realization horizon. Decision-making is data‑driven, board‑oriented and oriented toward predictable exit pathways.
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:
25.42%
Gain -1.19%
Monthly
1.06%
Yearly
13.48%
Drawdown
15.9%
$131.33M
Equity
Holdings
$131.33M
Investment
$106.98M
$25.1M
Profit -$1.49M
Realized
$753,070.21
Unrealized
$24.35M
Dividends
$3.26M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$1.49M
Win %
65%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$2.6M
Win %
65%
This Month
Compared to last month
Gain
-0.68%
Profit
-$898,736.52
Win %
65%
This Year
Compared to last year
Gain
-1.6%
Profit
-$2.1M
Win %
69%
AAPL Apple Inc.
+0.53%
+$7,147.69 
VOE Vanguard Mid-Cap Value ETF
+0.12%
+$492.66 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$9,635.44 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$2,593.84 
MGV Vanguard Mega Cap Value ETF
+0.07%
+$365.06 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.94%
-$14,938.73 
SOXX iShares Semiconductor ETF
-4.08%
-$7,571.98 
XNTK SPDR NYSE Technology ETF
-3.89%
-$20,291.1 
XLK State Street Technology Select Sector SPDR ETF
-3.07%
-$7,662.6 
IWP iShares Russell Mid-Cap Growth ETF
-2.78%
-$125,349.15 
VBK Vanguard Small-Cap Growth ETF
-2.77%
-$8,208.37 
IWO iShares Russell 2000 Growth ETF
-2.71%
-$215,873.69 
QQQ Invesco QQQ Trust, Series 1
-2.67%
-$9,267.72 
MGK Vanguard Mega Cap Growth ETF
-2.41%
-$13,746.24 
IWF iShares Russell 1000 Growth ETF
-2.37%
-$615,547 
VOT Vanguard Mid-Cap Growth ETF
-2.3%
-$8,618.21 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.19%
-$7,443.37 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.06%
-$6,093.53 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$126,607.32 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$10,810.35 
DSI iShares MSCI KLD 400 Social ETF
-1.57%
-$10,096.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.55%
-$5,569.71 
NVDA NVIDIA Corporation
-1.44%
-$4,798.56 
VOO Vanguard S&P 500 ETF
-1.26%
-$2,576.16 
IVV iShares Core S&P 500 ETF
-1.26%
-$2,586.39 
ACWI iShares MSCI ACWI ETF
-1.09%
-$4,738.02 
IWN iShares Russell 2000 Value ETF
-1.02%
-$81,011.46 
VEU Vanguard FTSE All-World ex-US ETF
-0.73%
-$2,478 
IWS iShares Russell Mid-Cap Value ETF
-0.59%
-$31,228.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.48%
-$1,754.16 
IWD iShares Russell 1000 Value ETF
-0.35%
-$114,193.17 
SCHF Schwab International Equity ETF
-0.33%
-$981.72 
EFA iShares MSCI EAFE ETF
-0.26%
-$37,106.1 
IEFA iShares Core MSCI EAFE ETF
-0.2%
-$2,670.14 
SCHV Schwab U.S. Large-Cap Value ETF
-0.18%
-$1,167.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$4,247.28 
CAH Cardinal Health Inc.
-0.06%
-$154.51 Events
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Dividends
Dividend Analysis
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No Data
| Trades 188 | Longs Won 132/188 70% | Profit Factor 50.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $732,647.29 |
| Average Win $194,016.95 | Best Trade (Oct 15) $7.97M | Sharpe Ratio -163.95 |
| Average Loss -$9,087.96 | Worst Trade (Oct 14) -$147,464.05 | Z-Score 3.83 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $133,517.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,949 | $989,022.02 | $1.36M | - | $368,683.67 | 37.28% | +0.529% |
| ACWI iShares MSCI ACWI ETF | 2,723 | $319,952.99 | $428,845.27 | - | $108,892.28 | 34.03% | -1.093% |
| AMD Advanced Micro Devices, Inc. | 447 | $259,667 | $236,378.07 | - | -$23,288.93 | -8.97% | -5.944% |
| CAH Cardinal Health Inc. | 1,030 | $218,887.05 | $261,166.8 | - | $42,279.75 | 19.32% | -0.059% |
| DSI iShares MSCI KLD 400 Social ETF | 4,352 | $479,807.75 | $631,953.92 | - | $152,146.17 | 31.71% | -1.573% |
| EEM iShares MSCI Emerging Markets ETF | 100,482 | $4.21M | $6.3M | - | $2.09M | 49.79% | -1.97% |
| EFA iShares MSCI EAFE ETF | 140,023 | $10.6M | $14.48M | - | $3.88M | 36.59% | -0.256% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 3,141 | $173,037.69 | $289,348.92 | - | $116,311.23 | 67.22% | -2.063% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 6,834 | $288,412.48 | $353,762.01 | - | $65,349.53 | 22.66% | -1.55% |
| IEF iShares 7-10 Year Treasury Bond ETF | 32,423 | $3.01M | $2.93M | - | -$80,310.53 | -2.67% | +0.089% |
| IEFA iShares Core MSCI EAFE ETF | 13,693 | $1.26M | $1.32M | - | $59,619.87 | 4.73% | -0.202% |
| IEMG iShares Core MSCI Emerging Markets ETF | 7,354 | $538,188.96 | $563,463.48 | - | $25,274.52 | 4.7% | -1.882% |
| IVV iShares Core S&P 500 ETF | 265 | $202,950 | $202,831 | - | -$119 | -0.06% | -1.259% |
| IWD iShares Russell 1000 Value ETF | 125,487 | $23.65M | $32.03M | - | $8.38M | 35.43% | -0.355% |
| IWF iShares Russell 1000 Growth ETF | 208,660 | $21.06M | $25.31M | - | $4.24M | 20.15% | -2.374% |
| IWN iShares Russell 2000 Value ETF | 37,856 | $6.25M | $7.89M | - | $1.64M | 26.19% | -1.016% |
| IWO iShares Russell 2000 Growth ETF | 22,868 | $6.62M | $7.73M | - | $1.11M | 16.8% | -2.715% |
| IWP iShares Russell Mid-Cap Growth ETF | 32,814 | $4.19M | $4.38M | - | $191,095.88 | 4.56% | -2.78% |
| IWS iShares Russell Mid-Cap Value ETF | 31,544 | $4.1M | $5.22M | - | $1.12M | 27.25% | -0.594% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 35,394 | $3.79M | $3.66M | - | -$134,657.43 | -3.55% | -0.116% |
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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 Michael Haskins?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Value ETF - $851,962.7, iShares MSCI EAFE ETF - $783,905.23, iShares 1-3 Year Treasury Bond ETF - $518,026.77, iShares MSCI Emerging Markets ETF - $316,273.08, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $271,912.12. 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: Alphabet Inc - $7,593.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Haskins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.26M earned over time. The largest contributors to dividend income include iShares Russell 1000 Value ETF - $722,811.5, iShares MSCI EAFE ETF - $693,794.97, iShares 1-3 Year Treasury Bond ETF - $516,441.6, iShares iBoxx $ Investment Grade Corporate Bond ETF - $275,041.43, and iShares Russell 2000 Value ETF - $197,053.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Haskins's monthly returns?
Michael Haskins'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 Michael Haskins's strategy be considered aggressive or moderate?
Michael Haskins's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Haskins's strategy?
Michael Haskins'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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