CL
Chris Lein Portfolio
Invests via Partners Wealth Management LLC | Managed by Chris Lein
Invests via Partners Wealth Management LLC
Managed by Chris Lein
Automatically Tracked
Operating executive with experience scaling technology and healthcare businesses, known for go-to-market strategy, commercial operations, and growth-stage operational rigor. Chris Lein brings senior leadership across product, sales and corporate development roles at venture-backed companies and PE portfolio firms, advising on revenue scaling, M&A readiness and KPI-driven transformation. Market-facing profile includes board advisory, interim CRO/CBO assignments, and collaboration with growth equity investors on post-investment operational plans.
Operating executive with experience scaling technology and healthcare businesses, known for go-to-market strategy, commercial operations, and growth-stage operational rigor. Chris Lein brings senior leadership across product, sales and corporate development roles at venture-backed companies and PE portfolio firms, advising on revenue scaling, M&A readiness and KPI-driven transformation. Market-facing profile includes board advisory, interim CRO/CBO assignments, and collaboration with growth equity investors on post-investment operational plans.
Investment Philosophy & Strategy
Advises growth-oriented investments with a hands-on, operator-led approach focused on commercial value creation in technology and healthcare. Prioritizes capital deployment toward scalable go-to-market, sales enablement and product-led revenue expansion, using KPI-driven roadmaps and short- to mid-term milestones to de-risk execution. Emphasizes M&A readiness and bolt-on consolidation as exit-enhancing levers, aligns management incentives to revenue/ARR and margin inflection, and favors disciplined stage-appropriate capital with operational playbooks to accelerate portfolio growth.
Advises growth-oriented investments with a hands-on, operator-led approach focused on commercial value creation in technology and healthcare. Prioritizes capital deployment toward scalable go-to-market, sales enablement and product-led revenue expansion, using KPI-driven roadmaps and short- to mid-term milestones to de-risk execution. Emphasizes M&A readiness and bolt-on consolidation as exit-enhancing levers, aligns management incentives to revenue/ARR and margin inflection, and favors disciplined stage-appropriate capital with operational playbooks to accelerate portfolio growth.
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:
23.73%
Gain +0.46%
Monthly
1%
Yearly
12.64%
Drawdown
13.4%
$105.72M
Equity
Holdings
$105.72M
Investment
$88.34M
$20.7M
Profit +$476,084.11
Realized
$3.33M
Unrealized
$17.37M
Dividends
$4.08M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$476,084.11
Win %
76%
This Week
Compared To Last Week
Gain
0.4%
Profit
$417,798.78
Win %
76%
This Month
Compared to last month
Gain
1.92%
Profit
$1.99M
Win %
76%
This Year
Compared to last year
Gain
3.56%
Profit
$3.64M
Win %
77%
MSTR Strategy Inc.
+4.66%
+$49,758.2 
LLY Eli Lilly and Company
+4.48%
+$115,652.97 
HD The Home Depot, Inc.
+4.27%
+$10,264.54 
SPGI S&P Global Inc.
+4.16%
+$9,254.1 
LOW Lowe's Companies Inc.
+3.89%
+$10,269.96 
GILD Gilead Sciences Inc.
+3.23%
+$10,647.44 
V Visa Inc. Class A
+2.9%
+$8,417.76 
SIVR abrdn Physical Silver Shares ETF
+2.72%
+$5,431.48 
WFC Wells Fargo & Company
+2.56%
+$9,143.19 
MA Mastercard Incorporated
+2.51%
+$7,112.4 
IBM International Business Machines Corporation
+2.44%
+$7,647.61 
IXJ iShares Global Healthcare ETF
+2.4%
+$25,075.79 
AXP American Express Company
+2.38%
+$4,364.07 
ADP Automatic Data Processing Inc.
+2.2%
+$6,535.75 
FHLC Fidelity MSCI Health Care Index ETF
+2.2%
+$25,570.72 
DIS The Walt Disney Company
+1.89%
+$4,492.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.78%
+$12,680.28 
DAL Delta Air Lines, Inc.
+1.77%
+$5,942.51 
DWX SPDR S&P International Dividend ETF
+1.75%
+$18,483.2 
POWA Invesco Bloomberg Pricing Power ETF
+1.69%
+$13,654.93 
FYX First Trust Small Cap Core AlphaDEX Fund
+1.64%
+$6,408.82 
WMT Walmart Inc.
+1.64%
+$10,535.5 
ALL Allstate Corporation
+1.63%
+$12,731.95 
T AT&T Inc.
+1.52%
+$26,590.55 
XLF Financial Select Sector SPDR Fund
+1.47%
+$14,920.53 
GLD SPDR Gold Shares
+1.35%
+$4,183 
MSFT Microsoft Corp.
+1.34%
+$35,498.67 
VB Vanguard Small-Cap ETF
+1.33%
+$4,419.61 
GE General Electric Company
+1.31%
+$2,550.36 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.29%
+$2,594.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.23%
+$13,310.79 
SCHD Schwab U.S. Dividend Equity ETF
+1.19%
+$4,846.47 
IXG iShares Global Financials ETF
+1.17%
+$3,663.49 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
+1.16%
+$8,775.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.13%
+$6,942.52 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$2,707.43 
PLUG Plug Power Inc.
+1.03%
+$155.93 
VNQ Vanguard Real Estate ETF
+1.01%
+$3,203.41 
GS The Goldman Sachs Group, Inc.
+1.01%
+$2,652.01 
AMAX Adaptive Hedged Multi-Asset Income ETF
+0.95%
+$62,920.62 
IYR iShares U.S. Real Estate ETF
+0.95%
+$4,286.1 
MU Micron Technology, Inc.
+0.93%
+$2,223.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.92%
+$3,577.29 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.81%
+$6,466.24 
DVY iShares Select Dividend ETF
+0.8%
+$1,736.25 
HSBC HSBC Holdings plc Sponsored ADR
+0.75%
+$2,220.75 
CSX CSX Corporation
+0.7%
+$6,976.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$7,381.82 
MO Altria Group, Inc.
+0.69%
+$4,381.38 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$20,037.56 
PH Parker-Hannifin Corporation
+0.64%
+$1,379.25 
KORP American Century Diversified Corporate Bond ETF
+0.62%
+$5,178.25 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.57%
+$5,256.73 
BYLD iShares Yield Optimized Bond ETF
+0.53%
+$5,760.69 
FPE First Trust Preferred Securities and Income ETF
+0.5%
+$963.13 
IYK iShares U.S. Consumer Staples ETF
+0.49%
+$3,334.5 
LVHI Franklin International Low Volatility High Dividend ETF
+0.48%
+$2,004.9 
THIR Thor Index Rotation ETF
+0.48%
+$950.08 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$2,347.65 
AMZN Amazon.com Inc
+0.43%
+$8,289.45 
VRP Invesco Variable Rate Preferred ETF
+0.42%
+$877.6 
IWB iShares Russell 1000 ETF
+0.41%
+$1,776.71 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$1,605.01 
GOOGL Alphabet Inc
+0.31%
+$966.54 
VOO Vanguard S&P 500 ETF
+0.3%
+$4,675.53 
PG Procter & Gamble Co
+0.29%
+$2,598.3 
IVV iShares Core S&P 500 ETF
+0.28%
+$671.45 
AGOX Adaptive Alpha Opportunities ETF
+0.24%
+$17,696.72 
KO The Coca-Cola Company
+0.23%
+$2,082.09 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$7,723.28 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.22%
+$3,409.14 
MS Morgan Stanley
+0.18%
+$946.74 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.16%
+$880 
ADI Analog Devices, Inc.
+0.1%
+$212.15 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$2,403.6 
PSX Phillips 66
-3.35%
-$14,222.88 
GLW Corning Incorporated
-2.95%
-$16,720.35 
PM Philip Morris International Inc.
-2.68%
-$16,515.8 
XLE Energy Select Sector SPDR Fund
-2.04%
-$25,803.24 
VDE Vanguard Energy ETF
-1.92%
-$39,918.5 
CVX Chevron Corporation
-1.7%
-$9,948.99 
NVDA NVIDIA Corporation
-1.62%
-$34,026.02 
CAT Caterpillar Inc.
-1.55%
-$7,730.64 
ET Energy Transfer L.P.
-1.51%
-$3,080.8 
IXC iShares Global Energy ETF
-1.47%
-$10,161.97 
ARTY iShares Future AI & Tech ETF
-1.06%
-$5,467.8 
AMD Advanced Micro Devices, Inc.
-0.98%
-$9,837.54 
BP BP p.l.c. Sponsored ADR
-0.95%
-$7,847.34 
CLSE Convergence Long/Short Equity Fund
-0.79%
-$1,603.8 
AVGO Broadcom Inc.
-0.78%
-$3,161.81 
EMLP First Trust North American Energy Infrastructure Fund
-0.7%
-$9,547.5 
PEP PepsiCo, Inc.
-0.67%
-$1,720 
RTX RTX Corporation
-0.54%
-$1,156 
DBE Invesco DB Energy Fund
-0.49%
-$3,223.73 
MRK Merck & Co., Inc.
-0.44%
-$2,016.74 
DUK Duke Energy Corporation
-0.43%
-$1,016.94 
IDMO Invesco S&P International Developed Momentum ETF
-0.3%
-$793.98 
SO The Southern Company
-0.3%
-$1,228.23 
VZ Verizon Communications Inc.
-0.27%
-$623.88 
TXN Texas Instruments Inc
-0.2%
-$476.52 
VFMO Vanguard U.S. Momentum Factor Fund
-0.17%
-$949.65 
AAPL Apple Inc.
-0.16%
-$13,766.79 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$2,033.64 
RHRX RH Tactical Rotation ETF
-0.13%
-$6,031.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.05%
-$1,299.37 
JPM JPMorgan Chase & Co.
-0.02%
-$259.84 
JNJ Johnson & Johnson
-0.02%
-$66.36 
XLG Invesco S&P 500 Top 50 ETF
-0.01%
-$53.14 Events
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Dividends
Dividend Analysis
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| Trades 570 | Longs Won 437/570 76% | Profit Factor 8.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,272.61 |
| Average Win $53,360.5 | Best Trade (Oct 14) $2.16M | Sharpe Ratio -10.04 |
| Average Loss -$19,671.25 | Worst Trade (Oct 14) -$998,885 | Z-Score 8.86 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $36,319.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,376 | 4,839 | 4,301 | 3,763 | 3,226 | 2,688 | 2,151 | 1,613 | 1,075 | 538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,584 | $6.16M | $8.42M | - | $2.26M | 36.63% | -0.163% |
| ADI Analog Devices, Inc. | 544 | $216,060 | $219,754.24 | - | $3,694.24 | 1.71% | +0.097% |
| ADP Automatic Data Processing Inc. | 1,061 | $310,586.17 | $303,955.28 | - | -$6,630.89 | -2.13% | +2.197% |
| AGOX Adaptive Alpha Opportunities ETF | 221,209 | $6.23M | $7.28M | - | $1.04M | 16.77% | +0.244% |
| ALL Allstate Corporation | 3,307 | $786,780 | $793,746.14 | - | $6,966.14 | 0.89% | +1.63% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 892,491 | $6.96M | $6.67M | - | -$296,947.39 | -4.26% | +0.953% |
| AMD Advanced Micro Devices, Inc. | 1,763 | $285,236.02 | $996,518.12 | - | $711,282.1 | 249.37% | -0.978% |
| AMZN Amazon.com Inc | 7,605 | $1.66M | $1.94M | - | $278,222.4 | 16.74% | +0.429% |
| ARTY iShares Future AI & Tech ETF | 7,010 | $266,725.67 | $509,276.5 | - | $242,550.83 | 90.94% | -1.062% |
| AVGO Broadcom Inc. | 1,165 | $272,447.47 | $400,219.44 | - | $127,771.97 | 46.9% | -0.784% |
| AXP American Express Company | 597 | $201,935 | $187,613.22 | - | -$14,321.78 | -7.09% | +2.381% |
| BP BP p.l.c. Sponsored ADR | 16,876 | $501,299.2 | $815,870.22 | - | $314,571.02 | 62.75% | -0.953% |
| BRK-B Berkshire Hathaway Inc. | 6,658 | $3.02M | $3.51M | - | $494,388.63 | 16.38% | +0.22% |
| BYLD iShares Yield Optimized Bond ETF | 50,093 | $1.11M | $1.09M | - | -$22,048.24 | -1.99% | +0.532% |
| CAT Caterpillar Inc. | 665 | $241,235.26 | $490,341.06 | - | $249,105.8 | 103.26% | -1.552% |
| CLSE Convergence Long/Short Equity Fund | 5,940 | $202,762 | $202,138.2 | - | -$623.8 | -0.31% | -0.787% |
| CSX CSX Corporation | 20,520 | $662,176.95 | $997,682.4 | - | $335,505.45 | 50.67% | +0.704% |
| CVX Chevron Corporation | 2,632 | $386,847.75 | $574,460.29 | - | $187,612.54 | 48.5% | -1.702% |
| DAL Delta Air Lines, Inc. | 4,384 | $245,763.68 | $341,033.55 | - | $95,269.87 | 38.76% | +1.773% |
| DBE Invesco DB Energy Fund | 16,967 | $316,680.52 | $659,337.62 | - | $342,657.1 | 108.2% | -0.487% |
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FAQ
Which stocks have generated the highest profits for Chris Lein?
The largest contributions to the portfolio's profits come from the following stocks: Oxford Lane Capital Corp. 7.95% Notes due 2032 - $854,196.35, Exxon Mobil Corporation - $828,377.88, Adaptive Hedged Multi-Asset Income ETF - $713,077.13, Eli Lilly and Company - $338,254.25, and Janus Henderson Short Duration Income ETF - $260,320.21. 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: Oracle Corporation - $107,245.3, Global X Defense Tech ETF - $48,116.67, Bristol-Myers Squibb Company - $46,485, American Express Company - $41,988.6, and AbbVie Inc - $23,135.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Lein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.08M earned over time. The largest contributors to dividend income include Adaptive Hedged Multi-Asset Income ETF - $712,871.57, Janus Henderson Short Duration Income ETF - $260,517.53, Adaptive Alpha Opportunities ETF - $210,222.94, AT&T Inc - $175,332.95, and BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $155,471.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Lein's monthly returns?
Chris Lein's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chris Lein's strategy be considered aggressive or moderate?
Chris Lein'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 Chris Lein's strategy?
Chris Lein'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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