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:
86.91%
Gain +0.87%
Monthly
1.55%
Yearly
20.26%
Drawdown
20.39%
$248.93M
Equity
Holdings
$248.93M
Investment
$163.65M
$97.76M
Profit +$1.39M
Realized
$12.48M
Unrealized
$85.28M
Dividends
$12.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.39M
Win %
87%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$642,920.28
Win %
87%
This Month
Compared to last month
Gain
1.38%
Profit
$3.38M
Win %
87%
This Year
Compared to last year
Gain
12.54%
Profit
$27.73M
Win %
87%
PPTA Perpetua Resources Corp.
+6.56%
+$18,795.18 
FIGS Figs Inc.
+4.86%
+$19,371.53 
BLK BlackRock, Inc.
+4.46%
+$14,474.86 
HD The Home Depot, Inc.
+4.34%
+$11,512.36 
LOW Lowe's Companies Inc.
+3.95%
+$13,055.86 
LLY Eli Lilly and Company
+3.6%
+$110,359.5 
GRAB Grab Holdings Limited
+3.09%
+$1,174.68 
HSY The Hershey Company
+2.68%
+$6,201.35 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.61%
+$91,484.64 
UPS United Parcel Service, Inc.
+2.16%
+$5,069.43 
V Visa Inc. Class A
+2.13%
+$21,308.14 
ADP Automatic Data Processing Inc.
+1.9%
+$15,060.89 
AMGN Amgen Inc.
+1.86%
+$12,363.35 
IAU iShares Gold Trust
+1.8%
+$13,409.33 
GLD SPDR Gold Shares
+1.79%
+$6,528.1 
MCD McDonald's Corporation
+1.77%
+$4,409.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.55%
+$11,075.13 
RF Regions Financial Corporation
+1.52%
+$5,236.11 
IJS iShares S&P Small-Cap 600 Value ETF
+1.5%
+$7,831 
VB Vanguard Small-Cap ETF
+1.46%
+$56,510.65 
GS The Goldman Sachs Group, Inc.
+1.45%
+$8,535.82 
COWZ Pacer US Cash Cows 100 ETF
+1.43%
+$72,746.19 
IWO iShares Russell 2000 Growth ETF
+1.42%
+$39,037.73 
RSP Invesco S&P 500 Equal Weight ETF
+1.37%
+$8,221.5 
IJR iShares Core S&P Small-Cap ETF
+1.34%
+$27,805.22 
VBK Vanguard Small-Cap Growth ETF
+1.34%
+$11,133.95 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.31%
+$5,613.08 
GCOW Pacer Global Cash Cows Dividend ETF
+1.31%
+$20,739.6 
VOT Vanguard Mid-Cap Growth ETF
+1.25%
+$8,273.72 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+1.19%
+$75,237.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$8,640.62 
PKW Invesco BuyBack Achievers ETF
+1.16%
+$7,739.95 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.16%
+$17,368.83 
TLH iShares 10-20 Year Treasury Bond ETF
+1.12%
+$7,454.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.07%
+$11,455.29 
MSFT Microsoft Corp.
+1.06%
+$70,421.4 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$21,153.08 
UNM Unum Group
+1.04%
+$4,787.41 
VO Vanguard Mid-Cap ETF
+1.04%
+$36,241.03 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$4,335.92 
MO Altria Group, Inc.
+0.98%
+$4,293.36 
EFA iShares MSCI EAFE ETF
+0.89%
+$37,743.16 
DVY iShares Select Dividend ETF
+0.86%
+$2,754 
EFG iShares MSCI EAFE Growth ETF
+0.86%
+$61,648.8 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$4,017 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$5,532.8 
VTV Vanguard Value ETF
+0.83%
+$20,186.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.83%
+$4,850.1 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$1,684.98 
IEFA iShares Core MSCI EAFE ETF
+0.77%
+$58,304.56 
DFIV Dimensional International Value ETF
+0.76%
+$65,134.22 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
+0.74%
+$2,115.36 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$2,278.85 
VOOV Vanguard S&P 500 Value ETF
+0.71%
+$49,767.19 
SNA Snap-on Inc.
+0.7%
+$2,369.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$11,112.88 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$21,982.54 
HIG The Hartford Insurance Group, Inc.
+0.66%
+$3,268.84 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$41,805 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.56%
+$6,752.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$3,557.52 
JEPI JPMorgan Equity Premium Income Fund
+0.54%
+$1,942.55 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.53%
+$3,590 
XT iShares Future Exponential Technologies ETF
+0.49%
+$3,579.85 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.47%
+$1,436.05 
VEU Vanguard FTSE All-World ex-US ETF
+0.43%
+$6,770.56 
AOA iShares Core Aggressive Allocation ETF
+0.42%
+$2,538.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$87,410.34 
DFGP Dimensional Global Core Fixed Income Fund
+0.41%
+$1,661.52 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$62,530.32 
IXUS iShares Core International Stock ETF
+0.4%
+$7,916.52 
GOOG Alphabet Inc
+0.35%
+$2,359.48 
PG Procter & Gamble Co
+0.34%
+$9,066.71 
MS Morgan Stanley
+0.33%
+$1,608.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$1,019.98 
CNQ Canadian Natural Resources Limited
+0.29%
+$1,222.35 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$42,890.45 
IVV iShares Core S&P 500 ETF
+0.28%
+$9,506.04 
VOO Vanguard S&P 500 ETF
+0.27%
+$3,433.82 
AMZN Amazon.com Inc
+0.26%
+$2,358.19 
HDV iShares Core High Dividend ETF
+0.22%
+$6,268.93 
BUFR FT Vestladder Buffer ETF-USD I
+0.18%
+$3,567.69 
IOO iShares Global 100 ETF
+0.13%
+$694.64 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.1%
+$1,542.53 
JPM JPMorgan Chase & Co.
+0.09%
+$765.6 
VOOG Vanguard S&P 500 Growth ETF
+0.02%
+$135.12 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$423.15 
ARAY Accuray Incorporated
-5.28%
-$104.55 
NVDA NVIDIA Corporation
-1.79%
-$51,379.74 
MRK Merck & Co., Inc.
-1.37%
-$9,718.22 
XOM Exxon Mobil Corporation
-1.3%
-$9,149.91 
TSLA Tesla, Inc.
-1.29%
-$8,069.38 
CVX Chevron Corporation
-1.19%
-$7,526.62 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.04%
-$41,728.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.67%
-$7,895.41 
PEP PepsiCo, Inc.
-0.67%
-$1,921.16 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$3,776.26 
KR Kroger Co.
-0.61%
-$2,023.94 
AVGO Broadcom Inc.
-0.57%
-$3,347.18 
TXN Texas Instruments Inc
-0.56%
-$2,665.84 
AAPL Apple Inc.
-0.31%
-$17,677.63 
IYW iShares U.S. Technology ETF
-0.25%
-$10,569.13 
JNJ Johnson & Johnson
-0.2%
-$2,032.35 
MGK Vanguard Mega Cap Growth ETF
-0.2%
-$1,660.5 
SPEM SPDR Portfolio Emerging Markets ETF
-0.17%
-$619.31 
IFRA iShares U.S. Infrastructure
-0.16%
-$587.43 
META Meta Platforms Inc Class A
-0.13%
-$423.35 
QQQ Invesco QQQ Trust, Series 1
-0.12%
-$1,630.48 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$867 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$208.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.08%
-$2,668.05 
VUG Vanguard Growth ETF
-0.08%
-$1,724.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$12,680 
BUFQ FT Nasdaq Buffer ETF July.
-0.03%
-$171.8 
VZ Verizon Communications Inc.
-0.02%
-$89.48 Events
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Dividends
Dividend Analysis
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| Trades 1033 | Longs Won 846/1033 81% | Profit Factor 57.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,258.24 |
| Average Win $117,603.56 | Best Trade (Oct 15) $4.32M | Sharpe Ratio -9.52 |
| Average Loss -$9,258.7 | Worst Trade (Oct 14) -$147,603.97 | Z-Score 27.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $94,638.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,836 | $2.29M | $5.76M | - | $3.46M | 151.06% | -0.306% |
| ADP Automatic Data Processing Inc. | 2,831 | $713,231.53 | $808,646.84 | - | $95,415.31 | 13.38% | +1.898% |
| AMGN Amgen Inc. | 1,563 | $388,978.54 | $678,373.26 | - | $289,394.72 | 74.4% | +1.856% |
| AMZN Amazon.com Inc | 3,628 | $383,466.07 | $924,160.44 | - | $540,694.37 | 141% | +0.256% |
| AOA iShares Core Aggressive Allocation ETF | 6,192 | $389,402.96 | $603,596.16 | - | $214,193.2 | 55.01% | +0.422% |
| ARAY Accuray Incorporated | 11,005 | $20,024.03 | $1,876.35 | - | -$18,147.68 | -90.63% | -5.278% |
| AVGO Broadcom Inc. | 1,682 | $298,517.42 | $579,045.32 | - | $280,527.9 | 93.97% | -0.575% |
| BLK BlackRock, Inc. | 302 | $324,740.16 | $338,759.44 | - | $14,019.28 | 4.32% | +4.464% |
| BRK-B Berkshire Hathaway Inc. | 496 | $167,777.64 | $260,861.28 | - | $93,083.64 | 55.48% | -0.08% |
| BUFQ FT Nasdaq Buffer ETF July. | 17,180 | $541,449.04 | $693,556.6 | - | $152,107.56 | 28.09% | -0.025% |
| BUFR FT Vestladder Buffer ETF-USD I | 50,967 | $1.56M | $1.93M | - | $363,626.24 | 23.26% | +0.185% |
| BUFS First Trust Lunt Domestic Downside Mitigation ETF | 11,752 | $254,631.75 | $288,629.12 | - | $33,997.37 | 13.35% | +0.738% |
| BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF | 13,055 | $252,799.01 | $309,795.15 | - | $56,996.14 | 22.55% | +0.466% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 63,531 | $2.88M | $3.59M | - | $714,032.39 | 24.8% | +2.612% |
| CNQ Canadian Natural Resources Limited | 8,149 | $303,706.72 | $423,503.53 | - | $119,796.81 | 39.44% | +0.289% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 10,651 | $336,713.52 | $432,324.09 | - | $95,610.57 | 28.4% | +1.315% |
| COWZ Pacer US Cash Cows 100 ETF | 73,481 | $3.97M | $5.17M | - | $1.2M | 30.09% | +1.428% |
| CVX Chevron Corporation | 2,851 | $446,600.92 | $625,509.4 | - | $178,908.48 | 40.06% | -1.189% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35,848 | $982,294.04 | $1.62M | - | $638,035.56 | 64.95% | +0.691% |
| DFGP Dimensional Global Core Fixed Income Fund | 7,728 | $418,862.82 | $406,299.6 | - | -$12,563.22 | -3% | +0.411% |
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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 - $5.43M, Vanguard S&P 500 Value ETF - $1.42M, SPDR MSCI EAFE StrategicFactors ETF - $1.11M, Dimensional International Value ETF - $875,184.17, and Vanguard Small-Cap ETF - $736,530.24. 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 $12.12M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $816,176.87, SPDR MSCI EAFE StrategicFactors ETF - $665,047.44, Dimensional International Value ETF - $636,073.76, VANGUARD TOTAL STOCK MKT ETF - $601,617.85, 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.
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