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:
51.71%
Gain -1.07%
Monthly
1.31%
Yearly
16.9%
Drawdown
19.23%
$254.9M
Equity
Holdings
$254.9M
Investment
$179.27M
$82.69M
Profit -$2.43M
Realized
$7.06M
Unrealized
$75.63M
Dividends
$9.06M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$2.43M
Win %
81%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$2.05M
Win %
81%
This Month
Compared to last month
Gain
-0.94%
Profit
-$2.43M
Win %
81%
This Year
Compared to last year
Gain
-0.33%
Profit
-$854,001.5
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$499,527.46 
GOOG Alphabet Inc
+6.88%
+$150,637.26 
GOOGL Alphabet Inc
+6.73%
+$44,445.66 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$20,449.88 
META Meta Platforms Inc Class A
+3.28%
+$15,805.91 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$84,870.72 
MSFT Microsoft Corp.
+3.02%
+$69,720.73 
NVDA NVIDIA Corporation
+2.93%
+$449,982.81 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$46,872.76 
CVX Chevron Corporation
+2.35%
+$7,006 
SKYY First Trust Cloud Computing ETF
+2.12%
+$43,596.64 
PSA Public Storage Common Stock
+2.12%
+$22,680 
XITK SPDR FactSet Innovative Technology ETF
+2.1%
+$74,970.86 
TQQQ ProShares UltraPro QQQ
+2.08%
+$38,445 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$61,972.69 
OKE ONEOK, Inc.
+1.95%
+$19,708.98 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$39,308.7 
VZ Verizon Communications Inc.
+1.52%
+$3,327.8 
SSO ProShares Ultra S&P500
+1.35%
+$3,290.34 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$5,188.08 
AOD Abrdn Total Dynamic Dividend Fund
+1.25%
+$5,915 
GGT The Gabelli Multimedia Trust Inc.
+1.24%
+$2,200 
HACK Amplify Cybersecurity ETF
+1.2%
+$79,267.05 
CHD Church & Dwight Co., Inc.
+1.16%
+$4,814.93 
IGD Voya Global Equity Dividend Fund
+1.08%
+$875 
XLE Energy Select Sector SPDR Fund
+1%
+$2,475.64 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$3,228.42 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$33,930.88 
WMB The Williams Companies, Inc.
+0.89%
+$3,897.18 
IBM International Business Machines Corporation
+0.86%
+$25,444.75 
MCD McDonald's Corporation
+0.82%
+$2,015.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,789.8 
DRLL Strive U.S. Energy ETF
+0.8%
+$2,690.24 
STXF Strive 500 ETF
+0.8%
+$59,069.86 
EOD Allspring Global Dividend Opportunity Fund
+0.78%
+$600 
TSLA Tesla, Inc.
+0.76%
+$15,040.15 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$15,450.4 
TRGP Targa Resources Corp.
+0.76%
+$1,967.07 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$1,920.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$63,370.12 
CAT Caterpillar Inc.
+0.7%
+$1,077.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,729.6 
QTUM Defiance Quantum ETF
+0.67%
+$29,980.36 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,448.65 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$67,297.08 
ET Energy Transfer L.P.
+0.59%
+$2,650.92 
AVK Advent Convertible and Income Fund
+0.57%
+$2,534 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$4,061.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$13,150.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,426.94 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,740 
NSC Norfolk Southern Corporation
+0.46%
+$1,240.02 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$55,413.19 
RKLB Rocket Lab Corporation
+0.42%
+$1,959.39 
PG Procter & Gamble Co
+0.37%
+$1,851.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,293.06 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$18,094.68 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$8,807.45 
STEW SRH Total Return Fund, Inc.
+0.33%
+$676.14 
GD General Dynamics Corporation
+0.32%
+$1,676.28 
PHO Invesco Water Resources ETF
+0.27%
+$18,402.07 
JPM JPMorgan Chase & Co.
+0.27%
+$1,223.88 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$450 
KBE SPDR S&P Bank ETF
+0.24%
+$1,074.57 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$1,211.5 
JNJ Johnson & Johnson
+0.21%
+$1,004.35 
FIW First Trust Water ETF
+0.2%
+$2,499.42 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$966.4 
T AT&T Inc.
+0.17%
+$394.44 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$665.24 
PECO Phillips Edison & Company, Inc.
+0.12%
+$761.85 
NASA Tema Space Innovators ETF
+0.09%
+$350.68 
WMT Walmart Inc.
+0.09%
+$567.71 
YYY Amplify High Income ETF
+0.09%
+$235 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$433.6 
ABT Abbott Laboratories
+0.09%
+$312.39 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$152.94 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$99.33 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$300.41 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
GCV Gabelli Convertible and Income Securities Fund Inc.
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 RQIR
RQIRT
0%
$0 
AAPL Apple Inc.
-7.35%
-$246,499.56 
XBI SPDR S&P Biotech ETF
-2.94%
-$97,864.74 
ABBV AbbVie Inc.
-2.51%
-$22,599.71 
DLR Digital Realty Trust, Inc.
-2.42%
-$5,239.74 
VAW Vanguard Materials ETF
-2.38%
-$20,541.69 
SATS EchoStar Corporation
-2.37%
-$4,516.57 
XLB Materials Select Sector SPDR Fund
-2.34%
-$26,849.9 
PPSI Pioneer Power Solutions Inc.
-2.02%
-$1,260 
WES Western Midstream Partners, LP
-2%
-$5,427.35 
AMD Advanced Micro Devices, Inc.
-1.9%
-$64,504.58 
IBB iShares Biotechnology ETF
-1.87%
-$38,776.76 
COPY Tweedy, Browne Insider + Value ETF
-1.71%
-$3,996 
URA Global X Uranium ETF
-1.64%
-$9,317.75 
PBJ Invesco Food & Beverage ETF
-1.59%
-$29,743.56 
ORMP Oramed Pharmaceuticals Inc.
-1.21%
-$898.85 
TXN Texas Instruments Inc
-1.08%
-$4,832.03 
PLD Prologis Inc.
-1.08%
-$2,532.74 
XOM Exxon Mobil Corporation
-0.97%
-$11,187.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,171.2 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$1,774.52 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$21,022.5 
JEF Jefferies Financial Group Inc.
-0.89%
-$2,239.79 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$18,445.5 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$7,635.78 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$8,937.44 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$4,429.9 
HQH Tekla Healthcare Investors
-0.77%
-$12,547.19 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$6,256.67 
UNM Unum Group
-0.76%
-$1,995.84 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$4,198.14 
ED Consolidated Edison, Inc.
-0.74%
-$1,549.53 
STAG Stag Industrial Inc.
-0.73%
-$3,225.04 
MAR Marriott International Inc. - Class A
-0.71%
-$5,758.49 
IYH iShares U.S. Healthcare ETF
-0.7%
-$3,728.64 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,321.95 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.68%
-$1,599.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,502.8 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$24,631.95 
AMT American Tower Corporation
-0.63%
-$4,127.24 
SERV Serve Robotics Inc.
-0.62%
-$374.55 
ECL Ecolab Inc.
-0.61%
-$4,870.08 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,651.29 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$7,114.77 
ZAP Global X U.S. Electrification ETF
-0.55%
-$1,477.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,525.04 
LLY Eli Lilly and Company
-0.53%
-$4,474.9 
TECL Direxion Daily Technology Bull 3x Shares
-0.52%
-$6,039 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$28,645.06 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$8,081.76 
IWM iShares Russell 2000 ETF
-0.47%
-$2,073.87 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$6,831.2 
PEP PepsiCo, Inc.
-0.46%
-$1,024 
DVY iShares Select Dividend ETF
-0.45%
-$2,427.77 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$9,081.92 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$2,039.64 
LAMR Lamar Advertising Company
-0.43%
-$8,946.97 
HD The Home Depot, Inc.
-0.42%
-$2,183.72 
AXP American Express Company
-0.38%
-$2,951.46 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,094.52 
CR Crane NXT Co.
-0.34%
-$972.69 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$1,062 
SDY SPDR S&P Dividend ETF
-0.28%
-$10,409.52 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,662.59 
COST Costco Wholesale Corporation
-0.24%
-$2,505.69 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$25,459.71 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$829.01 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$200 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$1,932.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$9,938.72 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.17%
-$405 
LTC LTC Properties Inc.
-0.15%
-$469.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$795 
FAN First Trust Global Wind Energy ETF
-0.13%
-$386.25 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,624.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$257.58 
MVV ProShares Ultra MidCap400
-0.1%
-$207.54 
TIP iShares TIPS Bond ETF
-0.1%
-$210.43 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$133.76 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$3,995.95 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$121.37 Events
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Dividends
Dividend Analysis
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| Trades 1421 | Longs Won 1102/1421 77% | Profit Factor 23.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,098.93 |
| Average Win $78,432.86 | Best Trade (Aug 28) $11.31M | Sharpe Ratio -11.76 |
| Average Loss -$11,737.28 | Worst Trade (Aug 02) -$604,598.76 | Z-Score 33.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $58,190.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,053 | $1.96M | $3.11M | - | $1.15M | 58.41% | -7.354% |
| ABBV AbbVie Inc. | 3,493 | $546,175.74 | $876,533.42 | - | $330,357.68 | 60.49% | -2.513% |
| ABT Abbott Laboratories | 3,471 | $382,207.83 | $366,884.7 | - | -$15,323.13 | -4.01% | +0.085% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 14,500 | $369,690 | $370,040 | - | $350 | 0.09% | +0.472% |
| AMD Advanced Micro Devices, Inc. | 6,981 | $1.65M | $3.32M | - | $1.68M | 102.02% | -1.904% |
| AMT American Tower Corporation | 3,752 | $806,899.97 | $650,446.72 | - | -$156,453.25 | -19.39% | -0.631% |
| AMZN Amazon.com Inc | 13,845 | $2.81M | $3.76M | - | $950,550.69 | 33.83% | +15.321% |
| AOD Abrdn Total Dynamic Dividend Fund | 45,500 | $400,128 | $479,570 | - | $79,442 | 19.85% | +1.249% |
| ARM Arm Holdings plc American Depositary Receipt | 3,382 | $770,206.34 | $810,631.58 | - | $40,425.24 | 5.25% | -0.766% |
| AVK Advent Convertible and Income Fund | 36,200 | $416,662.07 | $448,156 | - | $31,493.93 | 7.56% | +0.569% |
| AXP American Express Company | 2,324 | $435,510.13 | $781,445 | - | $345,934.87 | 79.43% | -0.376% |
| BNY BlackRock New York Municipal Income Trust | 2,661 | $191,241.81 | $415,994.13 | - | $224,752.32 | 117.52% | +0.16% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 106,034 | $3.15M | $3.73M | - | $585,469.8 | 18.59% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 3,921 | $1.48M | $2.01M | - | $524,444.71 | 35.4% | +0.365% |
| CAT Caterpillar Inc. | 190 | $202,509 | $154,813.9 | - | -$47,695.1 | -23.55% | +0.701% |
| CHD Church & Dwight Co., Inc. | 4,261 | $402,920 | $421,029.41 | - | $18,109.41 | 4.49% | +1.157% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 34,239 | $1.92M | $3.14M | - | $1.22M | 63.8% | +2.011% |
| COPY Tweedy, Browne Insider + Value ETF | 14,800 | $218,004 | $229,400 | - | $11,396 | 5.23% | -1.712% |
| COST Costco Wholesale Corporation | 1,099 | $729,791.98 | $1.05M | - | $316,335.14 | 43.35% | -0.239% |
| CR Crane NXT Co. | 1,351 | $213,836 | $288,384.47 | - | $74,548.47 | 34.86% | -0.336% |
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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 - $624,196.27, and SPDR S&P 500 ETF Trust - $615,358.07. 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 American Tower Corporation - $72,644.86. 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 $9.06M 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 - $430,094.09, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $352,226.42, Consumer Staples Select Sector SPDR Fund - $341,642.44, and WisdomTree U.S. MidCap Dividend Fund - $273,334.12. 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.
