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:
3.56%
Gain
Monthly
0.11%
Yearly
1.39%
Drawdown
34.99%
$245.22M
Equity
Holdings
$245.22M
Investment
$170.4M
$80.84M
Profit -$1.31M
Realized
$6.02M
Unrealized
$74.82M
Dividends
$9.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
84%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$4.26M
Win %
84%
This Month
Compared to last month
Gain
-1.29%
Profit
-$3.2M
Win %
84%
This Year
Compared to last year
Gain
15.4%
Profit
$32.72M
Win %
84%
ABT Abbott Laboratories
+10.29%
+$31,798.47 
STAG Stag Industrial Inc.
+4.79%
+$39,571.38 
IHI iShares U.S. Medical Devices ETF
+4.27%
+$19,945.32 
NKE Nike, Inc. - Class B
+4.27%
+$25,706.95 
OTIS Otis Worldwide Corporation
+3.86%
+$10,925.56 
PLD Prologis Inc.
+3.77%
+$8,650.8 
IBM International Business Machines Corporation
+3.48%
+$100,358.98 
ABBV AbbVie Inc.
+3.36%
+$28,611.85 
GILD Gilead Sciences Inc.
+3.15%
+$6,264.62 
T AT&T Inc.
+3.06%
+$6,401.97 
PECO Phillips Edison & Company, Inc.
+3.02%
+$19,376.36 
LTC LTC Properties Inc.
+2.98%
+$19,975.62 
COST Costco Wholesale Corporation
+2.9%
+$29,156.47 
NSC Norfolk Southern Corporation
+2.89%
+$7,600 
PEP PepsiCo, Inc.
+2.87%
+$6,208 
VZ Verizon Communications Inc.
+2.79%
+$11,146.96 
KRE SPDR S&P Regional Banking ETF
+2.78%
+$15,587.52 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+2.78%
+$8,842.68 
XLP Consumer Staples Select Sector SPDR Fund
+2.65%
+$149,093.23 
OKE ONEOK, Inc.
+2.64%
+$27,060 
MCD McDonald's Corporation
+2.47%
+$5,972.98 
WMT Walmart Inc.
+2.42%
+$15,469.83 
KBE SPDR S&P Bank ETF
+2.36%
+$10,363.5 
PSA Public Storage Common Stock
+2.11%
+$25,372.02 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+2.07%
+$21,157.2 
AAPL Apple Inc.
+2.05%
+$69,680 
PBJ Invesco Food & Beverage ETF
+2.04%
+$42,372.35 
PHO Invesco Water Resources ETF
+2.01%
+$133,121.53 
FIW First Trust Water ETF
+1.95%
+$24,246.09 
VNQ Vanguard Real Estate ETF
+1.94%
+$8,715.1 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$22,791.94 
SDY SPDR S&P Dividend ETF
+1.9%
+$68,686.77 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.82%
+$29,263.41 
PG Procter & Gamble Co
+1.78%
+$9,208.32 
MSFT Microsoft Corp.
+1.73%
+$35,075.23 
CHD Church & Dwight Co., Inc.
+1.65%
+$6,817.6 
WES Western Midstream Partners, LP
+1.63%
+$4,227.62 
IYH iShares U.S. Healthcare ETF
+1.62%
+$8,407.67 
SDOG ALPS Sector Dividend Dogs ETF
+1.62%
+$33,032.64 
DVY iShares Select Dividend ETF
+1.62%
+$8,670.09 
ED Consolidated Edison, Inc.
+1.48%
+$3,554.49 
CVX Chevron Corporation
+1.44%
+$4,061 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.43%
+$2,621.68 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$26,937.27 
HD The Home Depot, Inc.
+1.3%
+$6,975.24 
FDX FedEx Corporation
+1.29%
+$3,413.8 
XHB SPDR S&P Homebuilders ETF
+1.28%
+$15,057 
ET Energy Transfer L.P.
+1.28%
+$5,633.2 
DRLL Strive U.S. Energy ETF
+1.28%
+$2,533.22 
IJS iShares S&P Small-Cap 600 Value ETF
+1.27%
+$6,238.38 
ECL Ecolab Inc.
+1.24%
+$9,505.64 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$55,747.3 
JNJ Johnson & Johnson
+1.2%
+$5,631.68 
VRTX Vertex Pharmaceuticals Incorporated
+1.18%
+$2,666.52 
XOM Exxon Mobil Corporation
+1.18%
+$12,396.4 
LAMR Lamar Advertising Company
+1.17%
+$26,148.92 
COP ConocoPhillips
+1.14%
+$2,292.17 
XLE Energy Select Sector SPDR Fund
+1.12%
+$2,659.38 
OAKM Oakmark U.S. Large Cap ETF
+1.08%
+$3,402 
IWN iShares Russell 2000 Value ETF
+1.06%
+$7,048.08 
TRGP Targa Resources Corp.
+0.93%
+$2,514.55 
WMB The Williams Companies, Inc.
+0.93%
+$4,253.85 
LLY Eli Lilly and Company
+0.81%
+$6,803.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$42,873.6 
UNM Unum Group
+0.75%
+$1,999.65 
GD General Dynamics Corporation
+0.74%
+$3,693.37 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$2,422.4 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,370.94 
AMT American Tower Corporation
+0.46%
+$5,286.27 
AXP American Express Company
+0.44%
+$3,695.16 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.44%
+$2,633.03 
XLB Materials Select Sector SPDR Fund
+0.44%
+$4,869.26 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$11,909.4 
MAR Marriott International Inc. - Class A
+0.38%
+$3,053.04 
IGD Voya Global Equity Dividend Fund
+0.37%
+$296.25 
GGT The Gabelli Multimedia Trust Inc.
+0.36%
+$615 
XLU Utilities Select Sector SPDR Fund
+0.33%
+$4,010.85 
EWU iShares MSCI United Kingdom ETF
+0.3%
+$3,652.46 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$1,259.6 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$1,766.08 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$3,545.32 
ELF Elf Beauty Inc.
+0.22%
+$820.16 
IFRA iShares U.S. Infrastructure
+0.19%
+$1,267.41 
VAW Vanguard Materials ETF
+0.07%
+$641.92 
CHW Calamos Global Dynamic Income Fund
+0.06%
+$70 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$567.54 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$218.18 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-11.97%
-$66,183.84 
TECL Direxion Daily Technology Bull 3x Shares
-7.53%
-$99,517.04 
ARM Arm Holdings plc American Depositary Receipt
-7.43%
-$45,914 
AMD Advanced Micro Devices, Inc.
-6.16%
-$189,068.85 
TQQQ ProShares UltraPro QQQ
-5.38%
-$116,465.4 
URA Global X Uranium ETF
-4.67%
-$18,395.23 
GOOGL Alphabet Inc
-4.51%
-$33,058.48 
PPSI Pioneer Power Solutions Inc.
-4.17%
-$3,045 
TXN Texas Instruments Inc
-3.6%
-$17,344 
QTUM Defiance Quantum ETF
-3.35%
-$157,896.03 
LIT GLOBAL X LITHIUM & BATTERY T
-3.21%
-$29,507.76 
XBI SPDR S&P Biotech ETF
-3.15%
-$91,359.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.93%
-$78,515.01 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.83%
-$67,272 
NVDA NVIDIA Corporation
-2.69%
-$452,456.87 
META Meta Platforms Inc Class A
-2.45%
-$14,947.68 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$294,869.28 
IWF iShares Russell 1000 Growth ETF
-2.13%
-$45,583.16 
XITK SPDR FactSet Innovative Technology ETF
-2.13%
-$80,195.53 
CRWD CrowdStrike Holdings, Inc.
-2.11%
-$70,463.9 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.1%
-$7,651.6 
RYT Invesco S&P 500 Equal Weight ETF
-2.07%
-$10,950.66 
CWB SPDR Bloomberg Convertible Securities ETF
-1.92%
-$98,575.1 
BNY BlackRock New York Municipal Income Trust
-1.81%
-$8,027.23 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$182,998.58 
IWO iShares Russell 2000 Growth ETF
-1.7%
-$9,683.07 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.67%
-$3,798.16 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.55%
-$52,881.92 
FDN First Trust Dow Jones Internet Index Fund
-1.54%
-$24,434.52 
HQH Tekla Healthcare Investors
-1.48%
-$19,367.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.46%
-$44,613.44 
GCV Gabelli Convertible and Income Securities Fund Inc.
-1.39%
-$1,495 
ORMP Oramed Pharmaceuticals Inc.
-1.35%
-$988.74 
EQIX Equinix, Inc.
-1.35%
-$2,893.8 
AVK Advent Convertible and Income Fund
-1.33%
-$6,154 
JPM JPMorgan Chase & Co.
-1.2%
-$5,380.18 
DLR Digital Realty Trust, Inc.
-1.19%
-$9,905.7 
AMZN Amazon.com Inc
-1.09%
-$18,932.43 
FAN First Trust Global Wind Energy ETF
-1.08%
-$3,378.64 
ZAP Global X U.S. Electrification ETF
-1.07%
-$2,955.6 
HACK Amplify Cybersecurity ETF
-1.02%
-$71,823.93 
SPHQ Invesco S&P 500 Quality ETF
-0.96%
-$14,307.98 
TSLA Tesla, Inc.
-0.92%
-$3,056.68 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$2,454.72 
DSI iShares MSCI KLD 400 Social ETF
-0.84%
-$3,387.82 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$2,593.97 
IVV iShares Core S&P 500 ETF
-0.68%
-$8,770.45 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$59,456.29 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$2,957.76 
STXF Strive 500 ETF
-0.63%
-$43,439.62 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.62%
-$1,654.09 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.58%
-$21,974.72 
IRM Iron Mountain Inc.
-0.54%
-$17,883.64 
HST Host Hotels & Resorts Inc.
-0.52%
-$2,346.86 
CR Crane NXT Co.
-0.51%
-$1,492.86 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.47%
-$500 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.43%
-$472.5 
SKYY First Trust Cloud Computing ETF
-0.43%
-$7,545.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.43%
-$9,350.18 
EOD Allspring Global Dividend Opportunity Fund
-0.38%
-$300 
XLI Industrial Select Sector SPDR Fund
-0.35%
-$1,228.8 
IWM iShares Russell 2000 ETF
-0.32%
-$1,159.02 
JPC Nuveen Preferred & Income Opportunities Fund
-0.32%
-$562.5 
YYY Amplify High Income ETF
-0.3%
-$385 
AOD Abrdn Total Dynamic Dividend Fund
-0.24%
-$1,112.5 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.21%
-$540 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.12%
-$241.98 
INDA ISHARES MSCI INDIA ETF
-0.1%
-$483.2 
PAVE Global X U.S. Infrastructure Development ETF
-0.1%
-$11,620.24 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.08%
-$2,962.51 
TIP iShares TIPS Bond ETF
-0.08%
-$159.97 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$385.71 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.06%
-$218.95 
XLF Financial Select Sector SPDR Fund
-0.03%
-$64.39 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.01%
-$151.34 Events
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Dividends
Dividend Analysis
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| Trades 1291 | Longs Won 1028/1291 79% | Profit Factor 33.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,283.27 |
| Average Win $81,050.59 | Best Trade (Jul 15) $10.35M | Sharpe Ratio -10.93 |
| Average Loss -$9,415.17 | Worst Trade (Jul 10) -$332,365.22 | Z-Score 39.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $62,621.08 |
| 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 |
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Returns
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Option values are updated at end of day.
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