Jennifer P. Lane Portfolio
Invests via Compass Planning Associates Inc. | Managed by Jennifer P. Lane
Invests via Compass Planning Associates Inc.
Managed by Jennifer P. Lane
Automatically Tracked
Veteran finance executive focused on growth-stage investing and operational leadership, with crossover experience in corporate strategy, M&A and portfolio company governance. Jennifer P. Lane brings experience advising CEOs on scaling revenue models, capital raises and exit preparation across technology and services sectors. Known for active board engagement, transaction execution and disciplined capital allocation, she interfaces with LPs, co-investors and management teams to drive value creation.
Veteran finance executive focused on growth-stage investing and operational leadership, with crossover experience in corporate strategy, M&A and portfolio company governance. Jennifer P. Lane brings experience advising CEOs on scaling revenue models, capital raises and exit preparation across technology and services sectors. Known for active board engagement, transaction execution and disciplined capital allocation, she interfaces with LPs, co-investors and management teams to drive value creation.
Investment Philosophy & Strategy
Veteran finance executive focused on growth-stage investing and operational leadership, with crossover experience in corporate strategy, M&A and portfolio company governance. Jennifer P. Lane brings experience advising CEOs on scaling revenue models, capital raises and exit preparation across technology and services sectors. Known for active board engagement, transaction execution and disciplined capital allocation, she interfaces with LPs, co-investors and management teams to drive value creation.
Veteran finance executive focused on growth-stage investing and operational leadership, with crossover experience in corporate strategy, M&A and portfolio company governance. Jennifer P. Lane brings experience advising CEOs on scaling revenue models, capital raises and exit preparation across technology and services sectors. Known for active board engagement, transaction execution and disciplined capital allocation, she interfaces with LPs, co-investors and management teams to drive value creation.
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:
21.44%
Gain -0.46%
Monthly
0.9%
Yearly
11.32%
Drawdown
13.41%
$192.43M
Equity
Holdings
$192.43M
Investment
$175.18M
$20.65M
Profit -$577,641.46
Realized
$3.4M
Unrealized
$17.25M
Dividends
$5.52M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$577,641.46
Win %
62%
This Week
Compared To Last Week
Gain
0.09%
Profit
$167,968.09
Win %
62%
This Month
Compared to last month
Gain
0.67%
Profit
$1.28M
Win %
62%
This Year
Compared to last year
Gain
0.67%
Profit
$1.28M
Win %
63%
MSFT Microsoft Corporation Common Stock
+0.46%
+$1,044.82 
ABBV AbbVie Inc.
+0.43%
+$1,209.02 
MUNY Vanguard New York Tax-Exempt Bond ETF
+0.23%
+$1,002.11 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$4,286.49 
NYF iShares New York Muni Bond ETF
+0.08%
+$301.64 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$30.83 
KEEL Bitfarms Ltd.
-2.9%
-$1,125.67 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.15%
-$8,471.2 
GOOG Alphabet Inc
-1.04%
-$6,592.78 
MGV Vanguard Mega Cap Value ETF
-0.59%
-$56,384.46 
VTV Vanguard Morningstar Value ETF
-0.57%
-$136,891.3 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$18,870.63 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.54%
-$2,602.66 
EFA iShares MSCI EAFE ETF
-0.52%
-$4,566.76 
VOO Vanguard S&P 500 ETF
-0.51%
-$11,952.33 
IVV iShares Core S&P 500 ETF
-0.5%
-$2,647.93 
SPY State Street SPDR S&P 500 ETF Trust
-0.49%
-$104,956.18 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$35,893.04 
VV Vanguard Morningstar Large-Cap ETF
-0.47%
-$1,394.65 
VB Vanguard Small-Cap ETF
-0.45%
-$19,750.9 
VTI Vanguard Total Stock Market ETF
-0.45%
-$16,456.08 
VLU State Street SPDR S&P 1500 Value Tilt ETF
-0.38%
-$1,649.19 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$794.04 
SCHF Schwab International Equity ETF
-0.35%
-$700.34 
VEA Vanguard FTSE Developed Markets ETF
-0.34%
-$5,313.82 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.29%
-$720 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.28%
-$44,380.12 
IWM iShares Russell 2000 ETF
-0.26%
-$679.63 
IJR iShares Core S&P Small-Cap ETF
-0.24%
-$739.48 
BIV Vanguard Intermediate-Term Bond ETF
-0.22%
-$64,921.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$865.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$5,211.02 
TIP iShares TIPS Bond ETF
-0.09%
-$255.4 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$17,519.4 
VGSH Vanguard Short-Term Treasury ETF
-0.05%
-$11,019.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 382 | Longs Won 223/382 58% | Profit Factor 7.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,030.69 |
| Average Win $105,909.53 | Best Trade (Oct 22) $5.35M | Sharpe Ratio -80.02 |
| Average Loss -$18,673.23 | Worst Trade (Oct 14) -$891,854.26 | Z-Score 0.93 (64.98%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $54,054.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 991 | $259,236 | $283,832.31 | - | $24,596.31 | 9.49% | +0.428% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,440 | $419,760 | $425,907 | - | $6,147 | 1.46% | -0.203% |
| BIV Vanguard Intermediate-Term Bond ETF | 405,761 | $31.26M | $29.99M | - | -$1.27M | -4.06% | -0.216% |
| BSV Vanguard Short-Term Bond ETF | 437,985 | $34.31M | $33.64M | - | -$670,482.07 | -1.95% | -0.052% |
| DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 1,391 | $618,501.4 | $725,823.8 | - | $107,322.4 | 17.35% | -1.154% |
| EFA iShares MSCI EAFE ETF | 8,536 | $646,159.52 | $875,921.64 | - | $229,762.12 | 35.56% | -0.519% |
| EOS Eaton Vance Enhanced Equity Income Fund II | 12,000 | $287,399.87 | $245,280 | - | -$42,119.87 | -14.66% | -0.293% |
| GOOG Alphabet Inc | 1,968 | $624,132.65 | $624,662.88 | - | $530.23 | 0.08% | -1.044% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 80,666 | $4.13M | $4.15M | - | $18,169.3 | 0.44% | -0.125% |
| IJR iShares Core S&P Small-Cap ETF | 2,175 | $322,529.29 | $300,824.25 | - | -$21,705.04 | -6.73% | -0.245% |
| IVV iShares Core S&P 500 ETF | 695 | $407,154.14 | $530,702 | - | $123,547.86 | 30.34% | -0.496% |
| IWM iShares Russell 2000 ETF | 964 | $215,942.17 | $266,030.26 | - | $50,088.09 | 23.2% | -0.255% |
| KEEL Bitfarms Ltd. | 17,318 | $90,919.5 | $37,666.65 | - | -$53,252.85 | -58.57% | -2.902% |
| MDY State Street SPDR S&P MidCap 400 ETF Trust | 727 | $511,287.2 | $480,125.34 | - | -$31,161.86 | -6.09% | -0.539% |
| MGV Vanguard Mega Cap Value ETF | 56,954 | $7.94M | $9.51M | - | $1.56M | 19.69% | -0.59% |
| MSFT Microsoft Corporation Common Stock | 439 | $225,313 | $229,798.94 | - | $4,485.94 | 1.99% | +0.457% |
| MUNY Vanguard New York Tax-Exempt Bond ETF | 4,357 | $449,399.04 | $434,436.47 | - | -$14,962.57 | -3.33% | +0.231% |
| NYF iShares New York Muni Bond ETF | 7,541 | $400,578 | $389,869.7 | - | -$10,708.3 | -2.67% | +0.077% |
| QQQ Invesco QQQ Trust, Series 1 | 880 | $648,035.76 | $619,964.4 | - | -$28,071.36 | -4.33% | +0.005% |
| SCHF Schwab International Equity ETF | 7,372 | $204,217 | $197,459.02 | - | -$6,757.98 | -3.31% | -0.353% |
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 Jennifer P. Lane?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Morningstar Value ETF - $1.55M, State Street SPDR S&P 500 ETF Trust - $1.23M, Vanguard Intermediate-Term Bond ETF - $1.2M, Vanguard FTSE All-World ex-US Index Fund ETF Shares - $1.09M, and Vanguard Short-Term Bond ETF - $1.05M. 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: LeMaitre Vascular Inc - $54,754.09, Microsoft Corporation Common Stock - $42,740.36, UnitedHealth Group Inc - $27,775.76, Apple Inc - $17,088.5, and HP Inc - $14,202.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer P. Lane's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.52M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF - $1.15M, Vanguard Short-Term Bond ETF - $1.03M, Vanguard Morningstar Value ETF - $843,374.98, Vanguard Short-Term Treasury ETF - $574,704.54, and Vanguard FTSE All-World ex-US Index Fund ETF Shares - $534,934.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer P. Lane's monthly returns?
Jennifer P. Lane'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 Jennifer P. Lane's strategy be considered aggressive or moderate?
Jennifer P. Lane'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 Jennifer P. Lane's strategy?
Jennifer P. Lane'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.
2026 © Marketlog. All Rights Reserved.
