LCB
Lawrence C. Busch Portfolio
Invests via Sage Capital Management, LLC | Managed by Lawrence C. Busch
Invests via Sage Capital Management, LLC
Managed by Lawrence C. Busch
Automatically Tracked
Lawrence C. Busch Profile
Veteran corporate governance specialist and investor with experience advising boardrooms, executive teams and institutional investors. Lawrence C. Busch combines policy and governance expertise with practical oversight of risk, compensation and M&A processes. Known for bridging regulatory, academic and market perspectives, he focuses on board effectiveness, shareholder engagement and strategic capital allocation across public and private companies.
Veteran corporate governance specialist and investor with experience advising boardrooms, executive teams and institutional investors. Lawrence C. Busch combines policy and governance expertise with practical oversight of risk, compensation and M&A processes. Known for bridging regulatory, academic and market perspectives, he focuses on board effectiveness, shareholder engagement and strategic capital allocation across public and private companies.
Investment Philosophy & Strategy
Specializes in governance-centric investing that prioritizes board quality, alignment of executive incentives and disciplined capital allocation. Employs a long-term, risk-aware lens combining policy insight and shareholder engagement to influence strategy, M&A outcomes and compensation structures. Favors investments where governance improvements can unlock value across both public and private companies, using engagement, proxy leverage and board advisory to mitigate agency risk and accelerate operational and strategic turnarounds.
Specializes in governance-centric investing that prioritizes board quality, alignment of executive incentives and disciplined capital allocation. Employs a long-term, risk-aware lens combining policy insight and shareholder engagement to influence strategy, M&A outcomes and compensation structures. Favors investments where governance improvements can unlock value across both public and private companies, using engagement, proxy leverage and board advisory to mitigate agency risk and accelerate operational and strategic turnarounds.
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:
51.75%
Gain -0.3%
Monthly
1.25%
Yearly
16.11%
Drawdown
19.23%
$254.89M
Equity
Holdings
$254.89M
Investment
$179.26M
$82.69M
Profit -$623,901.68
Realized
$7.06M
Unrealized
$75.63M
Dividends
$9.8M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$623,901.68
Win %
77%
This Week
Compared To Last Week
Gain
-2.04%
Profit
-$5.31M
Win %
77%
This Month
Compared to last month
Gain
-0.19%
Profit
-$480,555.51
Win %
77%
This Year
Compared to last year
Gain
-0.33%
Profit
-$853,509.39
Win %
76%
TRGP Targa Resources Corp.
+2.46%
+$6,739.4 
JPM JPMorgan Chase & Co.
+2.08%
+$9,074.94 
OKE ONEOK, Inc.
+2%
+$20,501.87 
GD General Dynamics Corporation
+1.85%
+$8,546.28 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.84%
+$2,984.42 
FAN First Trust Global Wind Energy ETF
+1.83%
+$5,150 
MAR Marriott International Inc. - Class A
+1.74%
+$14,602.58 
TXN Texas Instruments Inc
+1.68%
+$7,520 
DLR Digital Realty Trust, Inc.
+1.53%
+$2,995.74 
BNY BlackRock New York Municipal Income Trust
+1.52%
+$5,761.06 
IAT iShares U.S. Regional Banks ETF
+1.49%
+$2,814.35 
VAW Vanguard Materials ETF
+1.47%
+$12,427.16 
AXP American Express Company
+1.39%
+$10,109.4 
XLB Materials Select Sector SPDR Fund
+1.33%
+$14,978.25 
PEP PepsiCo, Inc.
+1.31%
+$2,696 
AMT American Tower Corporation
+1.31%
+$8,892.24 
PG Procter & Gamble Co
+1.24%
+$6,795.82 
KRE SPDR S&P Regional Banking ETF
+1.22%
+$6,436.2 
LLY Eli Lilly and Company
+1.2%
+$10,920.81 
KBE SPDR S&P Bank ETF
+1.17%
+$4,709.15 
JNJ Johnson & Johnson
+1.13%
+$5,419.7 
HD The Home Depot, Inc.
+1.11%
+$5,372.84 
DRLL Strive U.S. Energy ETF
+1.1%
+$4,213.25 
PSA Public Storage Common Stock
+1.08%
+$10,766.28 
XLE Energy Select Sector SPDR Fund
+1.07%
+$2,979.16 
ET Energy Transfer L.P.
+1.06%
+$4,639.11 
ED Consolidated Edison, Inc.
+1.03%
+$2,161.69 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+1.01%
+$5,323.02 
WMB The Williams Companies, Inc.
+1%
+$4,299.27 
BRK-B Berkshire Hathaway Inc.
+1%
+$20,663.67 
EWU iShares MSCI United Kingdom ETF
+0.96%
+$12,121.46 
XLU Utilities Select Sector SPDR Fund
+0.94%
+$10,469.55 
LAMR Lamar Advertising Company
+0.93%
+$17,894.37 
XLF Financial Select Sector SPDR Fund
+0.92%
+$2,189.43 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.92%
+$14,479.82 
CVX Chevron Corporation
+0.91%
+$3,099.98 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.91%
+$850 
SDOG ALPS Sector Dividend Dogs ETF
+0.89%
+$17,880.03 
IFRA iShares U.S. Infrastructure
+0.87%
+$5,403.23 
IEFA iShares Core MSCI EAFE ETF
+0.86%
+$4,614.8 
DVY iShares Select Dividend ETF
+0.81%
+$4,316.16 
PAVE Global X U.S. Infrastructure Development ETF
+0.8%
+$90,578.55 
XLP Consumer Staples Select Sector SPDR Fund
+0.78%
+$46,378.04 
PECO Phillips Edison & Company, Inc.
+0.78%
+$4,494.91 
XLI Industrial Select Sector SPDR Fund
+0.77%
+$2,501.2 
ZAP Global X U.S. Electrification ETF
+0.76%
+$1,929.35 
VZ Verizon Communications Inc.
+0.76%
+$1,592.59 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.75%
+$7,246.5 
AAPL Apple Inc.
+0.73%
+$25,132.5 
NUKZ Range Nuclear Renaissance ETF
+0.73%
+$2,710.22 
STEW SRH Total Return Fund, Inc.
+0.7%
+$1,408.62 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.68%
+$1,599.78 
DON WisdomTree U.S. MidCap Dividend Fund
+0.68%
+$29,969.62 
WES Western Midstream Partners, LP
+0.65%
+$1,628.2 
NSC Norfolk Southern Corporation
+0.64%
+$1,656.01 
COST Costco Wholesale Corporation
+0.64%
+$6,824.78 
SDY SPDR S&P Dividend ETF
+0.62%
+$22,711.68 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$2,669.07 
UNM Unum Group
+0.59%
+$1,648.08 
NVDA NVIDIA Corporation
+0.56%
+$96,143.32 
XHB SPDR S&P Homebuilders ETF
+0.54%
+$5,599.36 
VNQ Vanguard Real Estate ETF
+0.54%
+$2,300.59 
T AT&T Inc.
+0.53%
+$1,232.62 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$3,150.39 
ABBV AbbVie Inc.
+0.48%
+$4,750.51 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.48%
+$1,234.39 
CAT Caterpillar Inc.
+0.47%
+$663.1 
WMT Walmart Inc.
+0.46%
+$3,065.58 
XOM Exxon Mobil Corporation
+0.46%
+$5,849.67 
PBJ Invesco Food & Beverage ETF
+0.45%
+$8,277.98 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.45%
+$764.7 
CR Crane NXT Co.
+0.45%
+$1,242.92 
TSLA Tesla, Inc.
+0.42%
+$9,750.69 
IJS iShares S&P Small-Cap 600 Value ETF
+0.41%
+$1,896.83 
LTC LTC Properties Inc.
+0.4%
+$1,368.15 
IGD Voya Global Equity Dividend Fund
+0.39%
+$312.5 
VIG Vanguard Dividend Appreciation ETF
+0.39%
+$3,285.76 
JPC Nuveen Preferred & Income Opportunities Fund
+0.37%
+$562.5 
STAG Stag Industrial Inc.
+0.36%
+$1,497.34 
OAKM Oakmark U.S. Large Cap ETF
+0.36%
+$1,298 
PHO Invesco Water Resources ETF
+0.35%
+$23,728.99 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$9,039.23 
FIW First Trust Water ETF
+0.31%
+$3,805.93 
IWN iShares Russell 2000 Value ETF
+0.31%
+$1,995.21 
AOD Abrdn Total Dynamic Dividend Fund
+0.29%
+$1,365 
JEF Jefferies Financial Group Inc.
+0.29%
+$594.23 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.25%
+$9,852.78 
PLD Prologis Inc.
+0.24%
+$496.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.24%
+$5,803.25 
EOD Allspring Global Dividend Opportunity Fund
+0.24%
+$180 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.23%
+$848.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$11,550.23 
VRTX Vertex Pharmaceuticals Incorporated
+0.2%
+$472 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$789.1 
TIP iShares TIPS Bond ETF
+0.18%
+$353.9 
URA Global X Uranium ETF
+0.17%
+$860.1 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$1,598.33 
IHI iShares U.S. Medical Devices ETF
+0.14%
+$665.12 
NPFD Nuveen Variable Rate Preferred & Income Fund
+0.12%
+$270 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.08%
+$1,885.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.05%
+$265 
ABT Abbott Laboratories
+0.05%
+$173.55 
NASA Tema Space Innovators ETF
+0.05%
+$175.34 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,201.64 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.04%
+$737.82 
COPY Tweedy, Browne Insider + Value ETF
+0.03%
+$74 
IJH iShares Core S&P Mid-Cap ETF
+0.03%
+$406.08 
IVV iShares Core S&P 500 ETF
+0.01%
+$187.6 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$890.26 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$68.57 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
NMZ Nuveen Municipal High Income Opportunity Fund
0%
$0 RQIR
RQIRT
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-3.83%
-$141,150.39 
TECL Direxion Daily Technology Bull 3x Shares
-3.14%
-$43,749.2 
RKLB Rocket Lab Corporation
-2.96%
-$11,865.19 
ARM Arm Holdings plc American Depositary Receipt
-2.91%
-$24,096.72 
SKYY First Trust Cloud Computing ETF
-2.7%
-$65,982.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.68%
-$94,842.03 
AMD Advanced Micro Devices, Inc.
-2.53%
-$99,269.68 
HACK Amplify Cybersecurity ETF
-2.52%
-$192,550.27 
XITK SPDR FactSet Innovative Technology ETF
-2.28%
-$88,695.36 
TQQQ ProShares UltraPro QQQ
-2.23%
-$48,056.25 
GGT The Gabelli Multimedia Trust Inc.
-2.09%
-$3,612.4 
XBI SPDR S&P Biotech ETF
-2.01%
-$66,195.92 
META Meta Platforms Inc Class A
-1.78%
-$11,711.37 
IBB iShares Biotechnology ETF
-1.72%
-$38,885.88 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$13,378.4 
FDN First Trust Dow Jones Internet Index Fund
-1.55%
-$30,696.93 
HQH Tekla Healthcare Investors
-1.45%
-$20,665.96 
AVK Advent Convertible and Income Fund
-1.44%
-$5,792 
CWB SPDR Bloomberg Convertible Securities ETF
-1.12%
-$54,786.67 
QTUM Defiance Quantum ETF
-0.99%
-$44,865.29 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$120,601.8 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$7,169.87 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.8%
-$1,889.55 
GOOGL Alphabet Inc
-0.79%
-$5,429.61 
GCV Gabelli Convertible and Income Securities Fund Inc.
-0.74%
-$1,710 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$79,271.11 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$3,645.35 
GOOG Alphabet Inc
-0.68%
-$15,476.88 
MSFT Microsoft Corp.
-0.61%
-$16,995.08 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.56%
-$2,069.5 
GOF Guggenheim Strategic Opportunities Fund
-0.52%
-$747 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$10,763.2 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.48%
-$14,991.84 
IBM International Business Machines Corporation
-0.48%
-$14,854.03 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.48%
-$10,511.25 
PPSI Pioneer Power Solutions Inc.
-0.36%
-$210 
IWM iShares Russell 2000 ETF
-0.26%
-$1,074.22 
ORMP Oramed Pharmaceuticals Inc.
-0.24%
-$179.77 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.22%
-$7,952.55 
MCD McDonald's Corporation
-0.21%
-$476.32 
AMZN Amazon.com Inc
-0.2%
-$7,199.26 
ECL Ecolab Inc.
-0.18%
-$1,466.72 
DSI iShares MSCI KLD 400 Social ETF
-0.13%
-$552.83 
INDA ISHARES MSCI INDIA ETF
-0.1%
-$483.2 
CHD Church & Dwight Co., Inc.
-0.09%
-$404.8 
MVV ProShares Ultra MidCap400
-0.08%
-$149.89 
IYH iShares U.S. Healthcare ETF
-0.07%
-$427.24 
STXF Strive 500 ETF
-0.06%
-$4,663.41 
YYY Amplify High Income ETF
-0.05%
-$117.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.03%
-$149.99 
SPHQ Invesco S&P 500 Quality ETF
-0.02%
-$341.56 
SSO ProShares Ultra S&P500
-0.01%
-$18.48 Events
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Dividends
Dividend Analysis
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| Trades 1421 | Longs Won 1059/1421 74% | Profit Factor 21.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,950.46 |
| Average Win $81,874.15 | Best Trade (Oct 15) $11.34M | Sharpe Ratio -11.76 |
| Average Loss -$11,092.33 | Worst Trade (Oct 16) -$312,994.18 | Z-Score 20.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $58,190.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,053 | $1.96M | $3.46M | - | $1.5M | 76.66% | +0.731% |
| ABBV AbbVie Inc. | 3,493 | $546,175.74 | $994,666.68 | - | $448,490.94 | 82.11% | +0.48% |
| ABT Abbott Laboratories | 3,471 | $382,207.83 | $363,517.83 | - | -$18,690 | -4.89% | +0.048% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 14,500 | $369,690 | $365,378.25 | - | -$4,311.75 | -1.17% | +0.233% |
| AMD Advanced Micro Devices, Inc. | 6,981 | $1.65M | $3.83M | - | $2.18M | 132.51% | -2.529% |
| AMT American Tower Corporation | 3,752 | $806,899.97 | $689,354.96 | - | -$117,545.01 | -14.57% | +1.307% |
| AMZN Amazon.com Inc | 13,845 | $2.81M | $3.52M | - | $710,478.53 | 25.29% | -0.204% |
| AOD Abrdn Total Dynamic Dividend Fund | 45,500 | $400,128 | $463,645 | - | $63,517 | 15.87% | +0.295% |
| ARM Arm Holdings plc American Depositary Receipt | 3,382 | $770,206.34 | $803,783.03 | - | $33,576.69 | 4.36% | -2.911% |
| AVK Advent Convertible and Income Fund | 36,200 | $416,662.07 | $397,476 | - | -$19,186.07 | -4.6% | -1.436% |
| AXP American Express Company | 2,324 | $435,510.13 | $739,543.28 | - | $304,033.15 | 69.81% | +1.386% |
| BNY BlackRock New York Municipal Income Trust | 2,661 | $191,241.81 | $383,862.55 | - | $192,620.74 | 100.72% | +1.524% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 106,034 | $3.15M | $3.57M | - | $420,586.93 | 13.36% | -0.222% |
| BRK-B Berkshire Hathaway Inc. | 3,921 | $1.48M | $2.08M | - | $600,551.32 | 40.54% | +1.003% |
| CAT Caterpillar Inc. | 190 | $202,509 | $140,434.7 | - | -$62,074.3 | -30.65% | +0.474% |
| CHD Church & Dwight Co., Inc. | 4,261 | $402,920 | $438,797.78 | - | $35,877.78 | 8.9% | -0.092% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 34,239 | $1.92M | $3.45M | - | $1.53M | 79.73% | -2.676% |
| COPY Tweedy, Browne Insider + Value ETF | 14,800 | $218,004 | $231,694 | - | $13,690 | 6.28% | +0.032% |
| COST Costco Wholesale Corporation | 1,099 | $729,791.98 | $1.08M | - | $351,865.8 | 48.21% | +0.635% |
| CR Crane NXT Co. | 1,351 | $213,836 | $279,184.15 | - | $65,348.15 | 30.56% | +0.447% |
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FAQ
Which stocks have generated the highest profits for Lawrence C. Busch?
The largest contributions to the portfolio's profits come from the following stocks: Iron Mountain Inc - $1.18M, Nuveen S&P 500 Buy-Write Income Fund - $999,687.37, Apple Inc - $847,687.78, International Business Machines Corporation - $646,710.45, and SPDR S&P 500 ETF Trust - $637,772.82. 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: Highland Opportunities and Income Fund - $335,166.95, Otis Worldwide Corporation - $326,250.56, Nike, Inc. - Class B - $131,994.78, Elf Beauty Inc - $79,095, and Six Flags Entertainment Corporation - $71,287.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lawrence C. Busch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.8M earned over time. The largest contributors to dividend income include Nuveen S&P 500 Buy-Write Income Fund - $535,469.28, JPMorgan Equity Premium Income Fund - $447,311.26, Consumer Staples Select Sector SPDR Fund - $378,540.26, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $362,290.16, and WisdomTree U.S. MidCap Dividend Fund - $291,715.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lawrence C. Busch's monthly returns?
Lawrence C. Busch's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lawrence C. Busch's strategy be considered aggressive or moderate?
Lawrence C. Busch's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lawrence C. Busch's strategy?
Lawrence C. Busch's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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