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:
0.54%
Gain
Monthly
0.03%
Yearly
0.35%
Drawdown
21.27%
$132.44M
Equity
Holdings
$132.44M
Investment
$107.03M
$25.94M
Profit -$551,229.63
Realized
$534,143.17
Unrealized
$25.41M
Dividends
$2.89M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$551,229.63
Win %
72%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.31M
Win %
72%
This Month
Compared to last month
Gain
-1.04%
Profit
-$1.39M
Win %
72%
This Year
Compared to last year
Gain
-1.07%
Profit
-$1.43M
Win %
77%
CAH Cardinal Health Inc.
+0.87%
+$2,056 
AMD Advanced Micro Devices, Inc.
+0.47%
+$1,050.45 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$1,256.1 
SCHV Schwab U.S. Large-Cap Value ETF
+0.15%
+$576.45 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$4,510.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$4,140 
IWO iShares Russell 2000 Growth ETF
+0.05%
+$4,168.8 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$93.9 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$1,828.71 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOOGL Alphabet Inc
-2.27%
-$4,665.44 
MGK Vanguard Mega Cap Growth ETF
-1.35%
-$7,053.13 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$3,732.4 
NVDA NVIDIA Corporation
-1.11%
-$3,552.78 
TECL Direxion Daily Technology Bull 3x Shares
-1.05%
-$2,123 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$232,768.11 
AAPL Apple Inc.
-0.88%
-$11,587.42 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$2,917.88 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$4,633.68 
DSI iShares MSCI KLD 400 Social ETF
-0.81%
-$5,004.8 
IWN iShares Russell 2000 Value ETF
-0.73%
-$63,332.5 
EEM iShares MSCI Emerging Markets ETF
-0.73%
-$47,269.31 
ACWI iShares MSCI ACWI ETF
-0.59%
-$2,518.78 
XNTK SPDR NYSE Technology ETF
-0.51%
-$2,552.52 
VEU Vanguard FTSE All-World ex-US ETF
-0.49%
-$1,599.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.47%
-$1,735.35 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$5,612.04 
IWS iShares Russell Mid-Cap Value ETF
-0.35%
-$18,395.6 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$804.59 
EFA iShares MSCI EAFE ETF
-0.32%
-$46,134 
IWD iShares Russell 1000 Value ETF
-0.3%
-$94,977.82 
VBK Vanguard Small-Cap Growth ETF
-0.2%
-$599.96 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.19%
-$565.38 
SOXX iShares Semiconductor ETF
-0.16%
-$310.46 
VOT Vanguard Mid-Cap Growth ETF
-0.16%
-$587.52 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.14%
-$512.55 
IWP iShares Russell Mid-Cap Growth ETF
-0.12%
-$5,363.5 Events
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Dividends
Dividend Analysis
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| Trades 160 | Longs Won 122/160 76% | Profit Factor 104.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $767,381.38 |
| Average Win $214,727.87 | Best Trade (Jul 17) $7.27M | Sharpe Ratio -138.3 |
| Average Loss -$6,626.51 | Worst Trade (Mar 31) -$58,354.08 | Z-Score 6.93 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $162,156.21 |
| 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% | 0.05% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
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Returns
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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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