Michael Stringer Portfolio
Invests via Lane & Associates LLC | Managed by Michael Stringer
Invests via Lane & Associates LLC
Managed by Michael Stringer
Automatically Tracked
Michael Stringer Profile
Veteran private markets investor and operator focused on growth-stage technology and fintech companies, with hands-on experience in scaling commercial teams and go-to-market execution. Michael Stringer combines operational leadership with capital allocation discipline, having led multiple exits and directed cross-border expansion initiatives. Known for strategic board engagement, portfolio optimization and driving revenue-led value creation across SaaS and payments verticals.
Veteran private markets investor and operator focused on growth-stage technology and fintech companies, with hands-on experience in scaling commercial teams and go-to-market execution. Michael Stringer combines operational leadership with capital allocation discipline, having led multiple exits and directed cross-border expansion initiatives. Known for strategic board engagement, portfolio optimization and driving revenue-led value creation across SaaS and payments verticals.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities with a revenue-led, operationally oriented approach to value creation. Favors SaaS, payments and fintech infrastructure where commercial scaling and go-to-market execution drive accelerated growth. Allocates capital with staged commitments tied to KPI-driven milestones, reserving follow-on capital for highest-conviction winners. Employs active board engagement, portfolio optimization and cross-border expansion expertise to de-risk execution, tilt toward exit-ready outcomes and capture asymmetric upside through operational intervention and strategic M&A.
Focuses on growth-stage technology and fintech opportunities with a revenue-led, operationally oriented approach to value creation. Favors SaaS, payments and fintech infrastructure where commercial scaling and go-to-market execution drive accelerated growth. Allocates capital with staged commitments tied to KPI-driven milestones, reserving follow-on capital for highest-conviction winners. Employs active board engagement, portfolio optimization and cross-border expansion expertise to de-risk execution, tilt toward exit-ready outcomes and capture asymmetric upside through operational intervention and strategic M&A.
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:
79.63%
Gain -0.68%
Monthly
1.61%
Yearly
21.06%
Drawdown
20.39%
$249.17M
Equity
Holdings
$249.17M
Investment
$163.65M
$98.01M
Profit -$1.12M
Realized
$12.48M
Unrealized
$85.53M
Dividends
$11.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.12M
Win %
88%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$13,574.8
Win %
88%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.12M
Win %
88%
This Year
Compared to last year
Gain
12.65%
Profit
$27.98M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$130,898.2 
GOOG Alphabet Inc
+6.88%
+$44,423.98 
META Meta Platforms Inc Class A
+3.28%
+$7,796.88 
MSFT Microsoft Corp.
+3.02%
+$169,160.28 
GRAB Grab Holdings Limited
+2.94%
+$1,305.2 
NVDA NVIDIA Corporation
+2.93%
+$73,898.91 
CVX Chevron Corporation
+2.35%
+$12,886.52 
FIGS Figs Inc.
+2%
+$4,495.05 
VZ Verizon Communications Inc.
+1.52%
+$6,263.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$264,695 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$46,569.6 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$7,634.28 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$17,248.28 
IOO iShares Global 100 ETF
+1.15%
+$5,886.16 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$8,763.75 
VUG Vanguard Growth ETF
+1.1%
+$22,917.06 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$39,621 
ADP Automatic Data Processing Inc.
+0.98%
+$7,332.26 
CNQ Canadian Natural Resources Limited
+0.85%
+$3,259.6 
MCD McDonald's Corporation
+0.82%
+$2,299.01 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,390.96 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,841.54 
TSLA Tesla, Inc.
+0.76%
+$4,026.13 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,342.28 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$105,545.67 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,602.27 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,947 
IVV iShares Core S&P 500 ETF
+0.69%
+$22,533.12 
XT iShares Future Exponential Technologies ETF
+0.67%
+$4,707.98 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,134.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$99,006.34 
MO Altria Group, Inc.
+0.57%
+$2,325.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$5,841.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$107,299.46 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$3,096.36 
IYW iShares U.S. Technology ETF
+0.46%
+$17,834.84 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,748.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$7,645.05 
AVGO Broadcom Inc.
+0.37%
+$2,422.08 
PG Procter & Gamble Co
+0.37%
+$9,066.71 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$922.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,735.68 
SNA Snap-on Inc.
+0.33%
+$1,268.89 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,210.11 
RF Regions Financial Corporation
+0.32%
+$1,277.1 
MRK Merck & Co., Inc.
+0.32%
+$1,972.56 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,795.68 
JPM JPMorgan Chase & Co.
+0.27%
+$2,481.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,409.26 
JNJ Johnson & Johnson
+0.21%
+$2,112.05 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$9,552.53 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$745.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,312.5 
MS Morgan Stanley
+0.17%
+$964.81 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$719.96 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$219.78 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$492.04 
HDV iShares Core High Dividend ETF
+0.04%
+$964.45 
IFRA iShares U.S. Infrastructure
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$412,818.72 
ARAY Accuray Incorporated
-6.9%
-$220.1 
PPTA Perpetua Resources Corp.
-2.64%
-$8,243.5 
GLD SPDR Gold Shares
-1.49%
-$5,451.39 
IAU iShares Gold Trust
-1.46%
-$10,901.11 
HSY The Hershey Company
-1.23%
-$3,075.98 
TXN Texas Instruments Inc
-1.08%
-$5,127.99 
LOW Lowe's Companies Inc.
-1.08%
-$3,986.12 
UPS United Parcel Service, Inc.
-1%
-$2,571.45 
XOM Exxon Mobil Corporation
-0.97%
-$6,060.33 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$57,076.8 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$4,308.07 
UNM Unum Group
-0.76%
-$3,308.58 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$56,209.2 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$22,617.69 
BLK BlackRock, Inc.
-0.73%
-$2,409.96 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$11,752.44 
AMGN Amgen Inc.
-0.64%
-$3,876.26 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$50,043.42 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,341.59 
EFA iShares MSCI EAFE ETF
-0.62%
-$27,374.16 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$3,942.37 
LLY Eli Lilly and Company
-0.53%
-$15,551.81 
DFIV Dimensional International Value ETF
-0.47%
-$41,379.39 
PEP PepsiCo, Inc.
-0.46%
-$1,421.44 
DVY iShares Select Dividend ETF
-0.45%
-$1,468.76 
HD The Home Depot, Inc.
-0.42%
-$1,248.24 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$13,976.82 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,735.5 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$1,483.78 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$14,387.1 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.32%
-$979.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$3,781.47 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,872.62 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,317.51 
VTV Vanguard Value ETF
-0.27%
-$6,472.78 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$4,236.3 
VB Vanguard Small-Cap ETF
-0.22%
-$9,030.51 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,432.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$706.14 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$14,665.25 
KR Kroger Co.
-0.21%
-$630.84 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,464.48 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$6,260.71 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,048.97 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$912.96 
IXUS iShares Core International Stock ETF
-0.15%
-$2,995.44 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.14%
-$411.32 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$568.1 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,226.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$325.55 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,746.56 
V Visa Inc. Class A
-0.04%
-$358.09 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$614.33 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$143.6 Events
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Dividends
Dividend Analysis
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| Trades 1033 | Longs Won 850/1033 82% | Profit Factor 56.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,311.27 |
| Average Win $117,369.03 | Best Trade (Aug 14) $4.5M | Sharpe Ratio -9.52 |
| Average Loss -$9,577.75 | Worst Trade (Aug 28) -$288,797.72 | Z-Score 34.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $94,879.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,836 | $2.29M | $5.2M | - | $2.91M | 126.83% | -7.354% |
| ADP Automatic Data Processing Inc. | 2,831 | $713,231.53 | $754,348.23 | - | $41,116.7 | 5.76% | +0.982% |
| AMGN Amgen Inc. | 1,563 | $388,978.54 | $602,005.08 | - | $213,026.54 | 54.77% | -0.64% |
| AMZN Amazon.com Inc | 3,628 | $383,466.07 | $985,292.2 | - | $601,826.13 | 156.94% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 6,192 | $389,402.96 | $599,076 | - | $209,673.04 | 53.84% | +0.301% |
| ARAY Accuray Incorporated | 11,005 | $20,024.03 | $2,971.35 | - | -$17,052.68 | -85.16% | -6.897% |
| AVGO Broadcom Inc. | 1,682 | $298,517.42 | $654,768.96 | - | $356,251.54 | 119.34% | +0.371% |
| BLK BlackRock, Inc. | 302 | $324,740.16 | $329,297.78 | - | $4,557.62 | 1.4% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 496 | $167,777.64 | $253,723.84 | - | $85,946.2 | 51.23% | +0.365% |
| BUFQ FT Nasdaq Buffer ETF July. | 17,180 | $541,449.04 | $662,460.8 | - | $121,011.76 | 22.35% | +0.417% |
| BUFR FT Vestladder Buffer ETF-USD I | 50,967 | $1.56M | $1.87M | - | $310,620.56 | 19.87% | +0.41% |
| BUFS First Trust Lunt Domestic Downside Mitigation ETF | 11,752 | $254,631.75 | $294,505.11 | - | $39,873.36 | 15.66% | -0.139% |
| BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF | 13,055 | $252,799.01 | $308,750.75 | - | $55,951.74 | 22.13% | -0.316% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 63,531 | $2.88M | $3.44M | - | $565,369.85 | 19.64% | -0.404% |
| CNQ Canadian Natural Resources Limited | 8,149 | $303,706.72 | $388,544.32 | - | $84,837.6 | 27.93% | +0.846% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 10,651 | $336,713.52 | $403,672.9 | - | $66,959.38 | 19.89% | +0.185% |
| COWZ Pacer US Cash Cows 100 ETF | 73,481 | $3.97M | $4.92M | - | $943,921.21 | 23.76% | +0.195% |
| CVX Chevron Corporation | 2,851 | $446,600.92 | $561,162.33 | - | $114,561.41 | 25.65% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35,848 | $982,294.04 | $1.59M | - | $612,583.48 | 62.36% | +0.361% |
| DFGP Dimensional Global Core Fixed Income Fund | 7,728 | $418,862.82 | $411,539.18 | - | -$7,323.64 | -1.75% | -0.359% |
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FAQ
Which stocks have generated the highest profits for Michael Stringer?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $5.39M, Vanguard S&P 500 Value ETF - $1.39M, SPDR MSCI EAFE StrategicFactors ETF - $1.11M, Dimensional International Value ETF - $831,947.31, and Vanguard Small-Cap ETF - $724,913.37. 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: iShares Global Clean Energy ETF - $58,734.12, Alphabet Inc - $36,389.76, Lockheed Martin Corporation - $33,451.76, Kellanova Inc - $29,297.49, and Principal Financial Group, Inc - $26,470. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Stringer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.49M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $778,844.15, SPDR MSCI EAFE StrategicFactors ETF - $665,047.44, Dimensional International Value ETF - $592,836.9, VANGUARD TOTAL STOCK MKT ETF - $548,770.1, and iShares Core MSCI EAFE ETF - $527,154.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Stringer's monthly returns?
Michael Stringer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Stringer's strategy be considered aggressive or moderate?
Michael Stringer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Stringer's strategy?
Michael Stringer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
