Lance Johnson Portfolio
Invests via ROI Financial Advisors, LLC | Managed by Lance Jarl Johnson
Invests via ROI Financial Advisors, LLC
Managed by Lance Jarl Johnson
Automatically Tracked
Lance Johnson Profile
Seasoned growth investor and operator focused on scaling technology and digitally-enabled services businesses. Lance Johnson combines operating experience as a founder and executive with hands-on growth equity investing, portfolio company governance, and capital raising. Known for deal sourcing in enterprise SaaS and marketplaces, active board participation, and driving go-to-market expansion across North American markets.
Seasoned growth investor and operator focused on scaling technology and digitally-enabled services businesses. Lance Johnson combines operating experience as a founder and executive with hands-on growth equity investing, portfolio company governance, and capital raising. Known for deal sourcing in enterprise SaaS and marketplaces, active board participation, and driving go-to-market expansion across North American markets.
Investment Philosophy & Strategy
Adopts a growth‑equity, operator‑led approach prioritizing scalable technology and digitally enabled services. Capital is deployed to founder‑led enterprise SaaS and marketplace businesses with clear unit economics and predictable go‑to‑market motion, favoring North American expansion. Investment decisions blend hands‑on governance, repeatable scaling playbooks, and staged capital with follow‑on reserves. Time horizon is multi‑year growth realization; risk is managed through active board involvement, KPI‑driven milestones, and emphasis on durable customer acquisition economics.
Adopts a growth‑equity, operator‑led approach prioritizing scalable technology and digitally enabled services. Capital is deployed to founder‑led enterprise SaaS and marketplace businesses with clear unit economics and predictable go‑to‑market motion, favoring North American expansion. Investment decisions blend hands‑on governance, repeatable scaling playbooks, and staged capital with follow‑on reserves. Time horizon is multi‑year growth realization; risk is managed through active board involvement, KPI‑driven milestones, and emphasis on durable customer acquisition economics.
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:
6.59%
Gain
Monthly
0.21%
Yearly
2.55%
Drawdown
37.41%
$180.19M
Equity
Holdings
$180.19M
Investment
$113.09M
$74.79M
Profit -$585,714.26
Realized
$7.69M
Unrealized
$67.09M
Dividends
$4.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$585,714.26
Win %
70%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$504,957.14
Win %
70%
This Month
Compared to last month
Gain
0.73%
Profit
$1.31M
Win %
70%
This Year
Compared to last year
Gain
13.32%
Profit
$21.17M
Win %
70%
INTU Intuit Inc.
+5.53%
+$30,151.05 
ADP Automatic Data Processing Inc.
+3.69%
+$54,757.74 
MO Altria Group, Inc.
+3.19%
+$13,401 
IDXX IDEXX Laboratories, Inc.
+3.11%
+$16,810.81 
IBM International Business Machines Corporation
+3.04%
+$78,362.37 
T AT&T Inc.
+3%
+$20,329.39 
KR Kroger Co.
+2.99%
+$15,113.67 
KO The Coca-Cola Company
+2.82%
+$42,859.05 
VZ Verizon Communications Inc.
+2.8%
+$18,293.12 
COKE Coca-Cola Consolidated Inc.
+2.77%
+$51,724.4 
COST Costco Wholesale Corporation
+2.6%
+$206,814.66 
WMT Walmart Inc.
+2.56%
+$161,553.6 
VDC VANGUARD CONSUMER STAPLES ETF
+2.46%
+$25,868 
MA Mastercard Incorporated
+2.28%
+$128,433.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.09%
+$74,953.67 
NAT Nordic American Tankers Ltd.
+1.78%
+$1,195.26 
MSFT Microsoft Corp.
+1.78%
+$112,814.26 
V Visa Inc. Class A
+1.77%
+$110,974.3 
PG Procter & Gamble Co
+1.77%
+$28,668.04 
VNQ Vanguard Real Estate ETF
+1.7%
+$6,392.66 
AAPL Apple Inc.
+1.49%
+$186,782 
HD The Home Depot, Inc.
+1.46%
+$65,470 
LNG Cheniere Energy Inc.
+1.43%
+$16,590.78 
LLY Eli Lilly and Company
+1.35%
+$154,318.16 
FXO First Trust Financials AlphaDEX Fund
+1.24%
+$3,827.51 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$32,170.22 
CVX Chevron Corporation
+1.18%
+$7,641.1 
AZN AstraZeneca PLC American Depositary Shares
+1.01%
+$2,227 
BROS Dutch Bros Inc.
+1%
+$4,882.56 
DUK Duke Energy Corporation
+0.9%
+$15,866.13 
XOM Exxon Mobil Corporation
+0.85%
+$7,350.48 
FXU First Trust Utilities AlphaDEX Fund
+0.58%
+$1,730.81 
AMP Ameriprise Financial, Inc.
+0.36%
+$2,755.68 
LMT Lockheed Martin Corporation
+0.3%
+$3,301.29 
GOOG Alphabet Inc
+0.25%
+$1,114.14 
GOOGL Alphabet Inc
+0.21%
+$26,658.84 
AMZN Amazon.com Inc
+0.2%
+$16,458.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
-7.95%
-$107,523.66 
AMSC American Superconductor Corporation
-7.93%
-$30,046.8 
INTC Intel Corporation
-7.07%
-$136,594.64 
AMD Advanced Micro Devices, Inc.
-7.03%
-$45,123.6 
MU Micron Technology, Inc.
-7.02%
-$42,010.52 
ORCL Oracle Corporation
-5.01%
-$13,582.38 
AVGO Broadcom Inc.
-4.61%
-$558,836.52 
CAT Caterpillar Inc.
-4.34%
-$89,710.34 
SLV iShares Silver Trust
-3.67%
-$147,242.41 
AMAT Applied Materials, Inc.
-3.19%
-$30,748.87 
NVDA NVIDIA Corporation
-3.09%
-$397,509.76 
ANET Arista Networks, Inc.
-2.9%
-$48,779.1 
EME EMCOR Group, Inc.
-2.6%
-$5,511 
GLD SPDR Gold Shares
-1.94%
-$119,022.68 
META Meta Platforms Inc Class A
-1.92%
-$26,002.46 
TSLA Tesla, Inc.
-1.86%
-$29,201.55 
SNPS Synopsys, Inc.
-1.18%
-$3,003.24 
JPM JPMorgan Chase & Co.
-0.85%
-$32,264.04 
BLK BlackRock, Inc.
-0.68%
-$3,579.03 
PUI Invesco Dorsey Wright Utilities Fund
-0.59%
-$12,282.23 
PANW Palo Alto Networks, Inc.
-0.58%
-$55,954.17 
VOO Vanguard S&P 500 ETF
-0.47%
-$3,077.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,286.06 
BNDC FlexShares Core Select Bond Fund
-0.09%
-$539.29 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$1,829.04 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$1,279.21 
HYLS FT Tactical High Yield ETF
-0.07%
-$163.22 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.06%
-$167.3 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 639 | Longs Won 418/639 65% | Profit Factor 14.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $716,871.24 |
| Average Win $192,650.48 | Best Trade (Jul 17) $9.57M | Sharpe Ratio -10 |
| Average Loss -$25,983.05 | Worst Trade (Jul 10) -$572,338.38 | Z-Score 2.13 (96.7%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $117,035.44 |
| 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% | 0.02% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
