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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:
23.09%
Gain -0.07%
Monthly
1.04%
Yearly
13.28%
Drawdown
13.4%
$105.15M
Equity
Holdings
$105.15M
Investment
$88.34M
$20.14M
Profit -$61,087.64
Realized
$3.33M
Unrealized
$16.81M
Dividends
$3.71M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$61,087.64
Win %
76%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$61,087.64
Win %
76%
This Month
Compared to last month
Gain
2.02%
Profit
$2.08M
Win %
76%
This Year
Compared to last year
Gain
3.01%
Profit
$3.07M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$274,388.32 
GOOGL Alphabet Inc
+6.73%
+$19,908.42 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$23,576.37 
MSFT Microsoft Corp.
+3.02%
+$67,432.57 
NVDA NVIDIA Corporation
+2.93%
+$54,119.45 
CVX Chevron Corporation
+2.35%
+$11,896.64 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,876 
GLW Corning Incorporated
+2.24%
+$12,207.87 
VZ Verizon Communications Inc.
+1.52%
+$3,639.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$33,264 
PH Parker-Hannifin Corporation
+1.43%
+$3,091.51 
GE General Electric Company
+1.42%
+$3,199.08 
WFC Wells Fargo & Company
+1.19%
+$4,505.34 
DBE Invesco DB Energy Fund
+1.13%
+$5,938.45 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$6,801.92 
VDE Vanguard Energy ETF
+1.02%
+$18,610.28 
XLE Energy Select Sector SPDR Fund
+1%
+$11,031.82 
ADP Automatic Data Processing Inc.
+0.98%
+$2,747.98 
AGOX Adaptive Alpha Opportunities ETF
+0.91%
+$66,362.48 
IBM International Business Machines Corporation
+0.86%
+$2,622.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,428.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,638.63 
CAT Caterpillar Inc.
+0.7%
+$3,770.54 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,576.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,360.52 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,926.89 
IWB iShares Russell 1000 ETF
+0.64%
+$2,649.67 
IXC iShares Global Energy ETF
+0.63%
+$3,908.45 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,804 
ET Energy Transfer L.P.
+0.59%
+$1,212.12 
MO Altria Group, Inc.
+0.57%
+$3,383.64 
THIR Thor Index Rotation ETF
+0.54%
+$1,068.84 
PSX Phillips 66
+0.51%
+$1,542.21 
CSX CSX Corporation
+0.42%
+$4,309.2 
RTX RTX Corporation
+0.39%
+$971.04 
AVGO Broadcom Inc.
+0.37%
+$1,677.6 
PG Procter & Gamble Co
+0.37%
+$3,060.22 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$5,092 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,383.88 
MRK Merck & Co., Inc.
+0.32%
+$1,262.42 
JPM JPMorgan Chase & Co.
+0.27%
+$3,053.12 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$475.2 
SO The Southern Company
+0.21%
+$909.8 
JNJ Johnson & Johnson
+0.21%
+$879.27 
ADI Analog Devices, Inc.
+0.2%
+$402.55 
RHRX RH Tactical Rotation ETF
+0.19%
+$8,678.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$725.7 
T AT&T Inc.
+0.17%
+$3,038.92 
MS Morgan Stanley
+0.17%
+$1,017.37 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.17%
+$915.2 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$351.04 
AMAX Adaptive Hedged Multi-Asset Income ETF
+0.14%
+$8,924.91 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,317.9 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$226.62 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$264.66 
WMT Walmart Inc.
+0.09%
+$554.51 
DIS The Walt Disney Company
+0.03%
+$65.43 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.01%
+$138.36 
AAPL Apple Inc.
-7.35%
-$602,799.68 
MU Micron Technology, Inc.
-5.9%
-$13,475.41 
MSTR Strategy Inc.
-4.56%
-$33,271.6 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$4,428.45 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,290.16 
GLD SPDR Gold Shares
-1.49%
-$4,614.01 
PLUG Plug Power Inc.
-1.44%
-$311.85 
DAL Delta Air Lines, Inc.
-1.3%
-$5,041.6 
DWX SPDR S&P International Dividend ETF
-1.26%
-$14,093.44 
TXN Texas Instruments Inc
-1.08%
-$2,524.74 
LOW Lowe's Companies Inc.
-1.08%
-$3,184.81 
KO The Coca-Cola Company
-1.02%
-$8,919 
IXJ iShares Global Healthcare ETF
-0.97%
-$9,732.38 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$9,615.15 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$5,513.04 
GILD Gilead Sciences Inc.
-0.81%
-$2,300.48 
SPGI S&P Global Inc.
-0.74%
-$1,673.16 
MA Mastercard Incorporated
-0.74%
-$1,993.25 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,934 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$1,447.1 
DUK Duke Energy Corporation
-0.67%
-$1,674.96 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,944 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,110.49 
PM Philip Morris International Inc.
-0.61%
-$3,532.89 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$3,196.82 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$2,426.92 
IYR iShares U.S. Real Estate ETF
-0.55%
-$2,731.82 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,890.54 
LLY Eli Lilly and Company
-0.53%
-$13,087.55 
ALL Allstate Corporation
-0.49%
-$4,299.14 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$3,674 
PEP PepsiCo, Inc.
-0.46%
-$1,280 
DVY iShares Select Dividend ETF
-0.45%
-$1,000.05 
HD The Home Depot, Inc.
-0.42%
-$1,131.48 
AXP American Express Company
-0.38%
-$758.18 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.36%
-$3,013.09 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$16,825.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,827.08 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,669.72 
POWA Invesco Bloomberg Pricing Power ETF
-0.23%
-$1,899.04 
VB Vanguard Small-Cap ETF
-0.22%
-$773.5 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,706.77 
BYLD iShares Yield Optimized Bond ETF
-0.18%
-$2,003.72 
IXG iShares Global Financials ETF
-0.14%
-$468.73 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$1,129.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,119.18 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$389.6 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$974.04 
V Visa Inc. Class A
-0.04%
-$103.73 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$71.7 Events
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Dividends
Dividend Analysis
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| Trades 570 | Longs Won 437/570 76% | Profit Factor 9.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $138,276.96 |
| Average Win $51,726.41 | Best Trade (Aug 31) $1.61M | Sharpe Ratio -9.27 |
| Average Loss -$18,546.79 | Worst Trade (Aug 19) -$1.34M | Z-Score 9.33 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $35,329.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,584 | $6.16M | $7.59M | - | $1.43M | 23.27% | -7.354% |
| ADI Analog Devices, Inc. | 544 | $216,060 | $199,871.04 | - | -$16,188.96 | -7.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,061 | $310,586.17 | $282,714.05 | - | -$27,872.12 | -8.97% | +0.982% |
| AGOX Adaptive Alpha Opportunities ETF | 221,209 | $6.23M | $7.38M | - | $1.15M | 18.43% | +0.907% |
| ALL Allstate Corporation | 3,307 | $786,780 | $873,312.52 | - | $86,532.52 | 11% | -0.49% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 892,491 | $6.96M | $6.61M | - | -$350,496.85 | -5.03% | +0.135% |
| AMD Advanced Micro Devices, Inc. | 1,763 | $285,236.02 | $839,452.43 | - | $554,216.41 | 194.3% | -1.904% |
| AMZN Amazon.com Inc | 7,605 | $1.66M | $2.07M | - | $403,020.37 | 24.24% | +15.321% |
| ARTY iShares Future AI & Tech ETF | 7,010 | $266,725.67 | $467,216.5 | - | $200,490.83 | 75.17% | +0.604% |
| AVGO Broadcom Inc. | 1,165 | $272,447.47 | $453,511.2 | - | $181,063.73 | 66.46% | +0.371% |
| AXP American Express Company | 597 | $201,935 | $200,741.25 | - | -$1,193.75 | -0.59% | -0.376% |
| BP BP p.l.c. Sponsored ADR | 16,876 | $501,299.2 | $763,132.72 | - | $261,833.52 | 52.23% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 6,658 | $3.02M | $3.41M | - | $388,060.37 | 12.86% | +0.365% |
| BYLD iShares Yield Optimized Bond ETF | 50,093 | $1.11M | $1.12M | - | $6,254.31 | 0.56% | -0.179% |
| CAT Caterpillar Inc. | 665 | $241,235.26 | $541,848.65 | - | $300,613.39 | 124.61% | +0.701% |
| CLSE Convergence Long/Short Equity Fund | 5,940 | $202,762 | $201,900.6 | - | -$861.4 | -0.42% | +0.236% |
| CSX CSX Corporation | 20,520 | $662,176.95 | $1.03M | - | $372,031.05 | 56.18% | +0.418% |
| CVX Chevron Corporation | 2,632 | $386,847.75 | $518,056.56 | - | $131,208.81 | 33.92% | +2.35% |
| DAL Delta Air Lines, Inc. | 4,384 | $245,763.68 | $383,336.96 | - | $137,573.28 | 55.98% | -1.298% |
| DBE Invesco DB Energy Fund | 16,967 | $316,680.52 | $530,049.08 | - | $213,368.56 | 67.38% | +1.133% |
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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 - $646,452.68, Eli Lilly and Company - $334,560.7, and Janus Henderson Short Duration Income ETF - $223,658.58. 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 - $42,555.75, 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 $3.71M earned over time. The largest contributors to dividend income include Adaptive Hedged Multi-Asset Income ETF - $646,247.12, Janus Henderson Short Duration Income ETF - $223,855.9, Adaptive Alpha Opportunities ETF - $210,222.94, AT&T Inc - $154,250.44, and BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $137,510.14. 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.
