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

Tracking: 0 Updated: 12 hours ago

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

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:

21.51%

Gain 0%

Monthly

1.05%

Yearly

13.41%

Drawdown

13.4%

$165.29M

Equity

Holdings

$165.29M

Investment

$147.3M

$20.92M

Profit -$669.3

Realized

$2.93M

Unrealized

$17.99M

Dividends

$4.52M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.002%

Profit

-$669.3

Win %

76%

This Week

Compared To Last Week

Gain

Profit

-$669.3

Win %

76%

This Month

Compared to last month

Gain

-0.77%

Profit

-$1.29M

Win %

76%

This Year

Compared to last year

Gain

5.71%

Profit

$8.93M

Win %

78%

Gainers
Losers

TIP iShares TIPS Bond ETF

+0.28%

+$741

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.07%

+$18,081.3

NYF iShares New York Muni Bond ETF

VGSH Vanguard Short-Term Treasury Fund

GOOG Alphabet Inc

-2.17%

-$13,272.94

STK Columbia Seligman Premium Technology Growth Fund, Inc.

-1.93%

-$9,884.3

MSFT Microsoft Corp.

-1.81%

-$11,021.92

ETY Eaton Vance Tax-Managed Diversified Equity Income Fund

-1.72%

-$4,362.5

EOS Eaton Vance Enhanced Equity Income Fund II

-1.67%

-$8,263.95

VUG Vanguard Growth ETF

-1.49%

-$67,918.5

CSQ Calamos Strategic Total Return Fund

-1.32%

-$4,832.46

IVV iShares Core S&P 500 ETF

-1.02%

-$5,936.71

VV Vanguard Large-Cap Index Fund ETF Shares

-1.02%

-$2,988.47

VOO Vanguard S&P 500 ETF

-1.01%

-$16,323.81

SPY SPDR S&P 500 ETF Trust

-0.99%

-$214,310.63

VTI VANGUARD TOTAL STOCK MKT ETF

-0.96%

-$36,456.64

VEU Vanguard FTSE All-World ex-US ETF

-0.79%

-$118,565.2

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.77%

-$4,486.34

VB Vanguard Small-Cap ETF

-0.57%

-$23,149.84

MGV Vanguard Mega Cap Value ETF

-0.54%

-$38,354.82

IWM iShares Russell 2000 ETF

-0.52%

-$1,439.94

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.47%

-$7,881.37

VLU SPDR S&P 1500 Value Tilt ETF

-0.47%

-$1,946.99

EFA iShares MSCI EAFE ETF

-0.46%

-$4,085.28

VO Vanguard Mid-Cap ETF

-0.46%

-$9,013.2

BRK-B Berkshire Hathaway Inc.

-0.45%

-$1,162.46

VTV Vanguard Value ETF

-0.43%

-$98,772.38

VTEB Vanguard Tax-Exempt Bond ETF

-0.06%

-$515.73

BSV Vanguard Short-Term Bond ETF

-0.01%

-$3,657.53

MUNY Vanguard New York Tax-Exempt Bond Fund

-$13.07

Events

Dividends

Dividend Analysis

No Data

Trades 321	Longs Won 202/321 62%	Profit Factor 17.47
Profitability	Shorts Won 0/0 0%	Standard Deviation $416,110.67
Average Win $109,832.52	Best Trade (Jul 19) $4.73M	Sharpe Ratio -96.94
Average Loss -$10,671.62	Worst Trade (Jul 19) -$299,286.7	Z-Score -1.35 (82.56%)
Commissions $0	Avg. Trade Length 8m 3w 4d	Expectancy $65,159.65

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	15,385	13,846	12,308	10,769	9,231	7,692	6,154	4,615	3,077	1,538