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:
2.36%
Gain
Monthly
0.13%
Yearly
1.52%
Drawdown
15.42%
$105.87M
Equity
Holdings
$105.87M
Investment
$89.89M
$18.05M
Profit -$46,107.45
Realized
$2.06M
Unrealized
$15.98M
Dividends
$3.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$46,107.45
Win %
79%
This Week
Compared To Last Week
Gain
0.64%
Profit
$676,733.11
Win %
79%
This Month
Compared to last month
Gain
1.24%
Profit
$1.3M
Win %
79%
This Year
Compared to last year
Gain
9.09%
Profit
$8.82M
Win %
79%
GE General Electric Company
+3.01%
+$10,217.11 
PLUG Plug Power Inc.
+2.79%
+$623.7 
MRK Merck & Co., Inc.
+2.55%
+$10,037.54 
DBE Invesco DB Energy Fund
+2.35%
+$11,678.25 
PSX Phillips 66
+2.27%
+$7,090.8 
SUN Sunoco L.P.
+2.06%
+$5,488.56 
MO Altria Group, Inc.
+1.82%
+$11,582.97 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$56,851.6 
RTX RTX Corporation
+1.68%
+$3,765.18 
ITA iShares U.S. Aerospace & Defense ETF
+1.62%
+$8,291.7 
XOM Exxon Mobil Corporation
+1.55%
+$27,361.94 
CVX Chevron Corporation
+1.53%
+$7,422.21 
JNJ Johnson & Johnson
+1.49%
+$6,179.79 
BP BP p.l.c. Sponsored ADR
+1.42%
+$9,887.08 
T AT&T Inc.
+1.41%
+$23,847.37 
IXC iShares Global Energy ETF
+1.39%
+$8,251.84 
SHLD Global X Defense Tech ETF
+1.34%
+$2,423.05 
WFC Wells Fargo & Company
+1.33%
+$5,189.98 
GILD Gilead Sciences Inc.
+1.31%
+$3,848.5 
VZ Verizon Communications Inc.
+1.31%
+$2,786.45 
LLY Eli Lilly and Company
+1.22%
+$38,710.1 
VDE Vanguard Energy ETF
+1.12%
+$19,874.85 
PM Philip Morris International Inc.
+1.11%
+$6,302.37 
XLE Energy Select Sector SPDR Fund
+1.1%
+$11,922.75 
WMT Walmart Inc.
+1.08%
+$6,872.77 
PH Parker-Hannifin Corporation
+0.96%
+$2,061 
SO The Southern Company
+0.93%
+$4,048.61 
DWX SPDR S&P International Dividend ETF
+0.83%
+$8,686.33 
DUK Duke Energy Corporation
+0.79%
+$2,075.04 
GEV GE Vernova Inc.
+0.71%
+$1,842.6 
ET Energy Transfer L.P.
+0.67%
+$1,360.93 
PG Procter & Gamble Co
+0.66%
+$5,801.86 
IYK iShares U.S. Consumer Staples ETF
+0.53%
+$3,340.51 
VNQ Vanguard Real Estate ETF
+0.52%
+$2,021.76 
IYR iShares U.S. Real Estate ETF
+0.5%
+$2,519.85 
DVY iShares Select Dividend ETF
+0.49%
+$1,097.3 
EMLP First Trust North American Energy Infrastructure Fund
+0.48%
+$6,863.87 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.46%
+$3,694.5 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
+0.45%
+$3,772.47 
GLD SPDR Gold Shares
+0.45%
+$1,412.04 
JPM JPMorgan Chase & Co.
+0.44%
+$4,888.24 
FHLC Fidelity MSCI Health Care Index ETF
+0.42%
+$4,660.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$1,634.03 
LVHI Franklin International Low Volatility High Dividend ETF
+0.24%
+$993.91 
CSX CSX Corporation
+0.21%
+$2,235.76 
IXJ iShares Global Healthcare ETF
+0.18%
+$1,749.3 
SCHV Schwab U.S. Large-Cap Value ETF
+0.16%
+$1,745.81 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.13%
+$2,051.05 
KORP American Century Diversified Corporate Bond ETF
+0.13%
+$1,140.24 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$3,212.46 
BYLD iShares Yield Optimized Bond ETF
+0.11%
+$1,328.47 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$2,215.97 
VFMO Vanguard U.S. Momentum Factor Fund
+0.04%
+$231.61 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$43.88 
GLW Corning Incorporated
-2.88%
-$18,504.48 
AMD Advanced Micro Devices, Inc.
-2.53%
-$22,372.47 
MSFT Microsoft Corp.
-2.36%
-$47,321.54 
IBM International Business Machines Corporation
-2.35%
-$7,158.36 
GOOGL Alphabet Inc
-2.1%
-$7,251.68 
KO The Coca-Cola Company
-2.02%
-$17,045.2 
NVDA NVIDIA Corporation
-2.01%
-$39,528.32 
V Visa Inc. Class A
-1.78%
-$5,185.52 
GS The Goldman Sachs Group, Inc.
-1.64%
-$5,372.98 
ARTY iShares Future AI & Tech ETF
-1.6%
-$7,642.6 
SPGI S&P Global Inc.
-1.54%
-$3,831.36 
MA Mastercard Incorporated
-1.53%
-$3,982.66 
DIS The Walt Disney Company
-1.42%
-$3,189.32 
DAL Delta Air Lines, Inc.
-1.39%
-$5,282.72 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$17,464.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$29,460.78 
RHRX RH Tactical Rotation ETF
-1.15%
-$48,363.62 
MS Morgan Stanley
-1.06%
-$6,795.28 
MSTR Strategy Inc.
-1.04%
-$6,936.44 
AVGO Broadcom Inc.
-1.04%
-$4,687.04 
IDMO Invesco S&P International Developed Momentum ETF
-1.03%
-$2,708.82 
XLG Invesco S&P 500 Top 50 ETF
-0.98%
-$6,429.94 
LOW Lowe's Companies Inc.
-0.96%
-$2,904.21 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$6,361.74 
IXG iShares Global Financials ETF
-0.83%
-$2,713.7 
VOO Vanguard S&P 500 ETF
-0.69%
-$10,397.75 
IVV iShares Core S&P 500 ETF
-0.69%
-$1,593.9 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$3,199.19 
IWB iShares Russell 1000 ETF
-0.64%
-$2,750.98 
AGOX Adaptive Alpha Opportunities ETF
-0.57%
-$40,440.75 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.57%
-$1,220.16 
ADP Automatic Data Processing Inc.
-0.51%
-$1,427.89 
HSBC HSBC Holdings plc Sponsored ADR
-0.46%
-$1,449 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$1,165.45 
XHYF BondBloxx USD High Yield Bond Financial & REIT Sector ETF
-0.4%
-$3,313.05 
XHYT BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
-0.36%
-$1,629.62 
VB Vanguard Small-Cap ETF
-0.35%
-$1,028.62 
FNDF Schwab Fundamental International Large Company Index ETF
-0.31%
-$1,410.42 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.31%
-$3,578.58 
POWA Invesco Bloomberg Pricing Power ETF
-0.3%
-$2,441.61 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.27%
-$16,016.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$1,581.84 
CAT Caterpillar Inc.
-0.23%
-$1,695.48 
XHYE BondBloxx USD High Yield Bond Energy Sector ETF
-0.22%
-$839.96 
SIVR abrdn Physical Silver Shares ETF
-0.22%
-$435.27 
XLF Financial Select Sector SPDR Fund
-0.19%
-$1,924.23 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.17%
-$708.78 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
-0.17%
-$923.65 
XHYI BondBloxx USD High Yield Bond Industrial Sector ETF
-0.14%
-$1,434.96 
PEP PepsiCo, Inc.
-0.1%
-$293.71 
AMZN Amazon.com Inc
-0.1%
-$2,005.9 
HD The Home Depot, Inc.
-0.08%
-$218.97 
AAPL Apple Inc.
-0.07%
-$5,721.85 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$112.18 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
-0.04%
-$400.15 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 381/494 77% | Profit Factor 7.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $160,463.66 |
| Average Win $54,506.09 | Best Trade (Jul 17) $2.09M | Sharpe Ratio -10.45 |
| Average Loss -$24,071.66 | Worst Trade (Jul 14) -$1.35M | Z-Score 8.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $36,531.83 |
| 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 | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
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