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:
-1.13%
Gain
Monthly
0.26%
Yearly
3.16%
Drawdown
43.09%
$243.06M
Equity
Holdings
$243.06M
Investment
$163.65M
$91.75M
Profit -$865,024.29
Realized
$12.34M
Unrealized
$79.41M
Dividends
$11.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$865,024.29
Win %
89%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$684,604.83
Win %
89%
This Month
Compared to last month
Gain
0.54%
Profit
$1.3M
Win %
89%
This Year
Compared to last year
Gain
9.89%
Profit
$21.87M
Win %
89%
ADP Automatic Data Processing Inc.
+3.99%
+$27,970.28 
MRK Merck & Co., Inc.
+3.74%
+$22,226.82 
UPS United Parcel Service, Inc.
+3.3%
+$9,134.77 
AMGN Amgen Inc.
+3.22%
+$18,012.32 
KR Kroger Co.
+3.17%
+$9,410.03 
VZ Verizon Communications Inc.
+3.13%
+$11,990.32 
HSY The Hershey Company
+3.01%
+$7,224.32 
MO Altria Group, Inc.
+2.94%
+$12,343.41 
PEP PepsiCo, Inc.
+2.93%
+$8,817.37 
MCD McDonald's Corporation
+2.57%
+$7,121.68 
HDV iShares Core High Dividend ETF
+2.39%
+$63,653.7 
RF Regions Financial Corporation
+2.37%
+$9,514.4 
LOW Lowe's Companies Inc.
+2.2%
+$8,103.94 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$15,093.75 
MSFT Microsoft Corp.
+2.09%
+$102,837.72 
SNA Snap-on Inc.
+2.09%
+$7,874.52 
V Visa Inc. Class A
+2.02%
+$18,340.86 
PG Procter & Gamble Co
+2.01%
+$50,978.86 
COWZ Pacer US Cash Cows 100 ETF
+1.86%
+$87,442.39 
DVY iShares Select Dividend ETF
+1.64%
+$5,334.6 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.63%
+$54,319 
LLY Eli Lilly and Company
+1.34%
+$39,196.65 
CVX Chevron Corporation
+1.33%
+$6,899.42 
IJS iShares S&P Small-Cap 600 Value ETF
+1.32%
+$7,400.5 
HIG The Hartford Insurance Group, Inc.
+1.28%
+$6,518.77 
HD The Home Depot, Inc.
+1.24%
+$3,798 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$2,980.96 
XOM Exxon Mobil Corporation
+1.14%
+$6,535.65 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$8,191.94 
JNJ Johnson & Johnson
+1.06%
+$10,420.77 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$6,383.15 
PKW Invesco BuyBack Achievers ETF
+0.83%
+$5,341.95 
GCOW Pacer Global Cash Cows Dividend ETF
+0.8%
+$12,270.93 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$4,621.05 
AAPL Apple Inc.
+0.7%
+$38,554.44 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$22,052.1 
VOOV Vanguard S&P 500 Value ETF
+0.62%
+$43,370.78 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$13,825.8 
UNM Unum Group
+0.55%
+$2,431.3 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$2,291.25 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,464.87 
VTV Vanguard Value ETF
+0.35%
+$8,283.1 
CNQ Canadian Natural Resources Limited
+0.28%
+$977.88 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$19,973.5 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$1,123.16 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.24%
+$1,579.6 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$4,592.44 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.2%
+$1,251.72 
VB Vanguard Small-Cap ETF
+0.13%
+$5,199.54 
IFRA iShares U.S. Infrastructure
+0.05%
+$195.81 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$846.3 
FIGS Figs Inc.
0%
$0 
PPTA Perpetua Resources Corp.
-8.28%
-$25,389.98 
ARAY Accuray Incorporated
-5.6%
-$169.48 
MS Morgan Stanley
-5.33%
-$32,642.4 
GS The Goldman Sachs Group, Inc.
-5.17%
-$39,905.2 
AVGO Broadcom Inc.
-4.73%
-$31,369.3 
TXN Texas Instruments Inc
-3.52%
-$17,981.48 
GRAB Grab Holdings Limited
-2.81%
-$1,400.48 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.8%
-$112,540.5 
NVDA NVIDIA Corporation
-2.77%
-$76,228.38 
EEM iShares MSCI Emerging Markets ETF
-2.31%
-$13,304.73 
IYW iShares U.S. Technology ETF
-2.19%
-$89,671.02 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$25,399.38 
GLD SPDR Gold Shares
-1.84%
-$6,654.2 
IAU iShares Gold Trust
-1.81%
-$13,312.86 
GOOG Alphabet Inc
-1.81%
-$12,936.91 
META Meta Platforms Inc Class A
-1.69%
-$5,064.89 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$12,418.5 
IWO iShares Russell 2000 Growth ETF
-1.62%
-$49,984.29 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$21,287.84 
VOOG Vanguard S&P 500 Growth ETF
-1.55%
-$8,749.02 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.53%
-$291,640 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$50,450.4 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.47%
-$6,017.81 
TSLA Tesla, Inc.
-1.44%
-$9,655.96 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$9,592.06 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$11,801.51 
MGK Vanguard Mega Cap Growth ETF
-1.31%
-$10,793.25 
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$4,918.05 
VUG Vanguard Growth ETF
-1.25%
-$27,106.2 
IXUS iShares Core International Stock ETF
-1.23%
-$25,033.32 
JPM JPMorgan Chase & Co.
-1.21%
-$11,101.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.19%
-$3,981.84 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.19%
-$17,249.69 
VEU Vanguard FTSE All-World ex-US ETF
-1.17%
-$18,501.75 
EFG iShares MSCI EAFE Growth ETF
-1.15%
-$84,918.2 
BLK BlackRock, Inc.
-1.04%
-$3,430.72 
XT iShares Future Exponential Technologies ETF
-1%
-$7,239.65 
EFA iShares MSCI EAFE ETF
-0.86%
-$37,328.4 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$64,738.71 
IOO iShares Global 100 ETF
-0.78%
-$4,021.6 
AOA iShares Core Aggressive Allocation ETF
-0.73%
-$4,396.32 
BUFQ FT Nasdaq Buffer ETF July.
-0.7%
-$4,724.5 
DFIV Dimensional International Value ETF
-0.68%
-$58,237.66 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$1,428.57 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$85,582.45 
IVV iShares Core S&P 500 ETF
-0.57%
-$19,012.32 
VOO Vanguard S&P 500 ETF
-0.57%
-$6,991.5 
AMZN Amazon.com Inc
-0.55%
-$5,128.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$109,511.82 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$80,768.33 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.34%
-$21,728.1 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.34%
-$1,043.09 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.32%
-$3,471.93 
BUFR FT Vestladder Buffer ETF-USD I
-0.24%
-$4,602.32 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$3,226.32 
DFGP Dimensional Global Core Fixed Income Fund
-0.12%
-$502.32 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.11%
-$1,765.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$325.55 
VO Vanguard Mid-Cap ETF
-0.08%
-$2,838.16 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.08%
-$235.04 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$810.32 
TLH iShares 10-20 Year Treasury Bond ETF
-0.06%
-$394.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$85.59 Events
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Dividends
Dividend Analysis
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| Trades 1033 | Longs Won 846/1033 81% | Profit Factor 56.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $325,954.96 |
| Average Win $110,392.76 | Best Trade (Jul 13) $3.99M | Sharpe Ratio -9.53 |
| Average Loss -$8,773.82 | Worst Trade (Jul 10) -$409,199.09 | Z-Score 28.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $88,820.49 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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Returns
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Option values are updated at end of day.
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