DL
Daniel Lau Portfolio
Invests via LM Asset (IM) Inc. | Managed by Daniel Lau, Christine Man
Invests via LM Asset (IM) Inc.
Managed by Daniel Lau, Christine Man
Automatically Tracked
Operating executive and investor focused on technology and fintech companies, with experience in growth-stage strategy, product and capital formation. Daniel Lau has led corporate development and go-to-market efforts at startups and has advised venture funds and PE firms; holds business and technical education and applies that background to evaluate SaaS and payments investments.
Operating executive and investor focused on technology and fintech companies, with experience in growth-stage strategy, product and capital formation. Daniel Lau has led corporate development and go-to-market efforts at startups and has advised venture funds and PE firms; holds business and technical education and applies that background to evaluate SaaS and payments investments.
Investment Philosophy & Strategy
Combines operator’s rigor with investor discipline to back growth-stage technology and fintech businesses, prioritizing SaaS and payments models with clear unit economics and product-market fit. Favors capital-efficient, product-led companies showing scalable go-to-market traction and predictable revenue curves. Investment decisions weight customer retention, margin expansion, and founder alignment; typical horizon is medium-to-long term with active oversight via board or advisory roles. Underwriting emphasizes data-driven KPIs, staged capital deployment, and partnership with VC/PE syndicates.
Combines operator’s rigor with investor discipline to back growth-stage technology and fintech businesses, prioritizing SaaS and payments models with clear unit economics and product-market fit. Favors capital-efficient, product-led companies showing scalable go-to-market traction and predictable revenue curves. Investment decisions weight customer retention, margin expansion, and founder alignment; typical horizon is medium-to-long term with active oversight via board or advisory roles. Underwriting emphasizes data-driven KPIs, staged capital deployment, and partnership with VC/PE syndicates.
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:
71.09%
Gain -0.24%
Monthly
2.53%
Yearly
35.01%
Drawdown
35.02%
$151.4M
Equity
Holdings
$151.4M
Investment
$123.36M
$64.11M
Profit -$309,131.69
Realized
$36.06M
Unrealized
$28.04M
Dividends
$3.59M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$309,131.69
Win %
62%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$1.97M
Win %
62%
This Month
Compared to last month
Gain
0.15%
Profit
$223,603.62
Win %
62%
This Year
Compared to last year
Gain
3.2%
Profit
$4.71M
Win %
63%
Events
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Dividends
Dividend Analysis
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| Trades 65 | Longs Won 46/65 70% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.66M |
| Average Win $1.77M | Best Trade (Dec 31) $15.87M | Sharpe Ratio -74.52 |
| Average Loss -$899,550.26 | Worst Trade (Oct 15) -$4.76M | Z-Score 0.49 (37.4%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $986,258.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.21% |
| Consecutive Losing Trades | 168 | 151 | 135 | 118 | 101 | 84 | 67 | 50 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ASTL Algoma Steel Group Inc. | 1.02M | $4.22M | $4.26M | - | $43,250 | 1.03% | -1.986% |
 BDN Brandywine Realty Trust | 3.37M | $9.61M | $8.73M | - | -$889,170 | -9.25% | +2.372% |
 CMTG Claros Mortgage Trust Inc. | 1.85M | $4.74M | $2.2M | - | -$2.55M | -53.69% | +2.586% |
 GPK Graphic Packaging Holding Company | 783,000 | $8.05M | $6.72M | - | -$1.33M | -16.54% | +2.387% |
 GT The Goodyear Tire & Rubber Company | 1.45M | $11.94M | $6.37M | - | -$5.57M | -46.67% | +0.228% |
 GTE Gran Tierra Energy Inc. | 4.37M | $24.75M | $46.45M | - | $21.7M | 87.68% | -1.023% |
 LUMN Lumen Technologies Inc. | 4.2M | $22.4M | $18.61M | - | -$3.79M | -16.91% | -2.637% |
 TSAT Telesat Corporation | 266,350 | $5.42M | $11.63M | - | $6.21M | 114.65% | -1.246% |
 VET Vermilion Energy Inc. | 3.69M | $32.22M | $46.43M | - | $14.21M | 44.11% | +1.044% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Daniel Lau?
The largest contributions to the portfolio's profits come from the following stocks: Lumen Technologies Inc - $17.8M, Telesat Corporation - $7.69M, Aris Water Solutions Inc - $5.61M, Vermilion Energy Inc - $4.66M, and Sprott Physical Silver Trust - $1.75M. 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: Algoma Steel Group Inc - $951,230, The Goodyear Tire & Rubber Company - $621,600, Scorpio Tankers Inc - $244,400, and Clearwater Paper Corporation - $186,120. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Lau's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.59M earned over time. The largest contributors to dividend income include Vermilion Energy Inc - $1.99M, Brandywine Realty Trust - $1.05M, Aris Water Solutions Inc - $138,600, Graphic Packaging Holding Company - $125,730, and Algonquin Power & Utilities Corp - $123,500. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Lau's monthly returns?
Daniel Lau's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Daniel Lau's strategy be considered aggressive or moderate?
Daniel Lau's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Daniel Lau's strategy?
Daniel Lau'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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