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:
23.97%
Gain -0.28%
Monthly
1.07%
Yearly
13.58%
Drawdown
13.41%
$186.16M
Equity
Holdings
$186.16M
Investment
$166.13M
$23.23M
Profit -$342,187.71
Realized
$3.2M
Unrealized
$20.03M
Dividends
$5.15M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$342,187.71
Win %
68%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$342,187.71
Win %
68%
This Month
Compared to last month
Gain
0.26%
Profit
$488,144.38
Win %
68%
This Year
Compared to last year
Gain
0.64%
Profit
$1.18M
Win %
68%
KEEL Keel Infrastructure Corp.
+10.66%
+$6,407.66 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+0.97%
+$2,901.9 
GOOG Alphabet Inc
+0.31%
+$1,796.08 
QQQ Invesco QQQ Trust, Series 1
+0.21%
+$1,343.99 
TIP iShares TIPS Bond ETF
+0.04%
+$113 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.04%
+$152.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.97%
-$7,214.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.58%
-$1,364.28 
VTV Vanguard Value ETF
-0.5%
-$116,501.87 
VLU SPDR S&P 1500 Value Tilt ETF
-0.49%
-$2,129.82 
MGV Vanguard Mega Cap Value ETF
-0.49%
-$45,838.26 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$1,671.56 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,901.28 
VOO Vanguard S&P 500 ETF
-0.32%
-$7,311.97 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$66,114.59 
VB Vanguard Small-Cap ETF
-0.31%
-$13,711.42 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.3%
-$893.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$10,909.82 
BRK-B Berkshire Hathaway Inc.
-0.27%
-$720.62 
EFA iShares MSCI EAFE ETF
-0.27%
-$2,475.73 
MDY SPDR S&P MidCap 400 ETF Trust
-0.24%
-$1,185.37 
VO Vanguard Mid-Cap ETF
-0.18%
-$4,977.27 
VUG Vanguard Growth ETF
-0.15%
-$10,840.7 
VEU Vanguard FTSE All-World ex-US ETF
-0.14%
-$23,029.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$2,153.34 
SCHF Schwab International Equity ETF
-0.09%
-$184.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$17,554.68 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$16,173.36 
IWM iShares Russell 2000 ETF
-0.04%
-$115.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$587.28 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.02%
-$86.08 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$3,490.86 
NYF iShares New York Muni Bond ETF
-0.01%
-$37.7 Events
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Dividends
Dividend Analysis
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| Trades 351 | Longs Won 211/351 60% | Profit Factor 11.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,419.1 |
| Average Win $120,334.76 | Best Trade (Aug 17) $5.55M | Sharpe Ratio -13.45 |
| Average Loss -$15,453.54 | Worst Trade (Sep 02) -$522,037.06 | Z-Score 0.69 (50.92%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $66,174.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 390,104 | $30.12M | $29.22M | - | -$902,031.41 | -2.99% | -0.06% |
| BRK-B Berkshire Hathaway Inc. | 526 | $243,396.52 | $265,451.16 | - | $22,054.64 | 9.06% | -0.271% |
| BSV Vanguard Short-Term Bond ETF | 462,096 | $36.17M | $35.67M | - | -$501,714.19 | -1.39% | -0.045% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,390 | $617,992.84 | $735,157.1 | - | $117,164.26 | 18.96% | -0.972% |
| EFA iShares MSCI EAFE ETF | 8,537 | $646,235.13 | $922,508.22 | - | $276,273.09 | 42.75% | -0.268% |
| EOS Eaton Vance Enhanced Equity Income Fund II | 17,217 | $412,346.96 | $372,145.45 | - | -$40,201.51 | -9.75% | -0.023% |
| GOOG Alphabet Inc | 1,727 | $542,002.23 | $580,876.45 | - | $38,874.22 | 7.17% | +0.31% |
| IJR iShares Core S&P Small-Cap ETF | 2,371 | $351,594 | $342,929.58 | - | -$8,664.42 | -2.46% | -0.485% |
| IVV iShares Core S&P 500 ETF | 759 | $444,802.68 | $585,503.98 | - | $140,701.3 | 31.63% | -0.324% |
| IWM iShares Russell 2000 ETF | 962 | $215,386.32 | $284,646.18 | - | $69,259.86 | 32.16% | -0.041% |
| KEEL Keel Infrastructure Corp. | 17,318 | $90,919.5 | $66,501.12 | - | -$24,418.38 | -26.86% | +10.663% |
| MDY SPDR S&P MidCap 400 ETF Trust | 725 | $509,974 | $500,166.62 | - | -$9,807.38 | -1.92% | -0.236% |
| MGV Vanguard Mega Cap Value ETF | 55,575 | $7.72M | $9.29M | - | $1.57M | 20.29% | -0.491% |
| MUNY Vanguard New York Tax-Exempt Bond Fund | 4,357 | $449,399.04 | $437,181.38 | - | -$12,217.66 | -2.72% | +0.035% |
| NYF iShares New York Muni Bond ETF | 7,541 | $400,578 | $392,622.16 | - | -$7,955.84 | -1.99% | -0.01% |
| QQQ Invesco QQQ Trust, Series 1 | 879 | $647,296 | $633,309.83 | - | -$13,986.17 | -2.16% | +0.213% |
| SCHF Schwab International Equity ETF | 7,372 | $204,217 | $210,507.46 | - | $6,290.46 | 3.08% | -0.087% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 6,655 | $225,214 | $235,087.87 | - | $9,873.87 | 4.38% | -0.577% |
| SPY SPDR S&P 500 ETF Trust | 27,721 | $16.25M | $21.28M | - | $5.04M | 30.99% | -0.31% |
| STK Columbia Seligman Premium Technology Growth Fund, Inc. | 5,690 | $181,795.78 | $301,968.3 | - | $120,172.52 | 66.1% | +0.97% |
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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 Value ETF - $1.45M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.2M, SPDR S&P 500 ETF Trust - $1.18M, Vanguard Short-Term Bond ETF - $1.07M, and Vanguard FTSE All-World ex-US 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 Corp - $42,740.36, UnitedHealth Group Incorporated - $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 $5.15M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.15M, Vanguard Short-Term Bond ETF - $1.03M, Vanguard Value ETF - $738,482.06, Vanguard Short-Term Treasury Fund - $507,260.8, and Vanguard FTSE All-World ex-US ETF - $497,166.42. 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.
