LMM
Lynn M. Magnus Portfolio
Invests via Long Run Wealth Advisors LLC | Managed by Mercer Global Advisors Inc.
Invests via Long Run Wealth Advisors LLC
Managed by Mercer Global Advisors Inc.
Automatically Tracked
Lynn M. Magnus Profile
Lynn M. Magnus is a seasoned financial executive renowned for her transformative leadership in the corporate finance sector. With an extensive career that includes high-impact roles in strategic planning and capital management, she has successfully guided companies through periods of significant growth and restructuring. Lynn's expertise extends to driving innovative financial solutions and optimizing operational efficiencies within various industries. As a thought leader, she actively contributes to conversations around corporate governance and sustainability, positioning herself at the forefront of evolving market dynamics. Her academic background reinforces her practical experience, enhancing her influence as an advisor on critical financial decisions.
Lynn M. Magnus is a seasoned financial executive renowned for her transformative leadership in the corporate finance sector. With an extensive career that includes high-impact roles in strategic planning and capital management, she has successfully guided companies through periods of significant growth and restructuring. Lynn's expertise extends to driving innovative financial solutions and optimizing operational efficiencies within various industries. As a thought leader, she actively contributes to conversations around corporate governance and sustainability, positioning herself at the forefront of evolving market dynamics. Her academic background reinforces her practical experience, enhancing her influence as an advisor on critical financial decisions.
Investment Philosophy & Strategy
Through a lens of operational focus, Lynn M. Magnus applies her extensive financial expertise to capitalize on emerging opportunities in corporate finance. Her leadership experience shapes investment decisions that emphasize innovative capital management and strategic planning tailored for transformative growth. She seeks businesses poised for operational efficiency, reinforcing competitive positioning across diverse industries. With an eye on sustainability and governance, she drives long-term value creation by fostering robust frameworks that align with evolving market dynamics.
Through a lens of operational focus, Lynn M. Magnus applies her extensive financial expertise to capitalize on emerging opportunities in corporate finance. Her leadership experience shapes investment decisions that emphasize innovative capital management and strategic planning tailored for transformative growth. She seeks businesses poised for operational efficiency, reinforcing competitive positioning across diverse industries. With an eye on sustainability and governance, she drives long-term value creation by fostering robust frameworks that align with evolving market dynamics.
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:
58.64%
Gain +1.11%
Monthly
0.78%
Yearly
9.76%
Drawdown
16.32%
$567.73M
Equity
Holdings
$567.73M
Investment
$438.21M
$133.16M
Profit +$3.67M
Realized
$3.65M
Unrealized
$129.51M
Dividends
$44.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$3.67M
Win %
79%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.49M
Win %
79%
This Month
Compared to last month
Gain
-1.62%
Profit
-$9.34M
Win %
79%
This Year
Compared to last year
Gain
7.04%
Profit
$37.34M
Win %
79%
AVGO Broadcom Inc.
+3.05%
+$67,236.52 
TQQQ ProShares UltraPro QQQ
+2.1%
+$10,906.82 
CRM Salesforce Inc
+2.09%
+$5,237.08 
MSFT Microsoft Corp.
+2.04%
+$109,133.85 
GOOG Alphabet Inc
+1.97%
+$117,797.01 
GOOGL Alphabet Inc
+1.83%
+$6,067.44 
NXPI NXP Semiconductors N.V.
+1.59%
+$75,467.25 
CVX Chevron Corporation
+1.49%
+$6,375.6 
AMZN Amazon.com Inc
+1.37%
+$67,204.54 
IBM International Business Machines Corporation
+1.31%
+$18,531.48 
TXN Texas Instruments Inc
+1.26%
+$33,059.37 
XLE Energy Select Sector SPDR Fund
+1.1%
+$111,739.04 
XOM Exxon Mobil Corporation
+1.07%
+$19,408.72 
V Visa Inc. Class A
+1.04%
+$6,175.2 
IYW iShares U.S. Technology ETF
+0.95%
+$2,353.99 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$362,284.8 
IXN iShares Global Tech ETF
+0.89%
+$40,450.4 
NVDA NVIDIA Corporation
+0.87%
+$94,246.24 
ESGE iShares ESG Aware MSCI EM ETF
+0.85%
+$4,139.61 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$140,552.71 
FTEC Fidelity MSCI Information Technology Index ETF
+0.79%
+$3,093.08 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$13,349.31 
T AT&T Inc.
+0.62%
+$9,163.19 
BSX Boston Scientific Corporation
+0.5%
+$8,849.28 
DSI iShares MSCI KLD 400 Social ETF
+0.37%
+$4,327.44 
META Meta Platforms Inc Class A
+0.37%
+$1,012.8 
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$29,692.06 
MO Altria Group, Inc.
+0.34%
+$1,871 
PANW Palo Alto Networks, Inc.
+0.21%
+$15,215.49 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.21%
+$10,984.56 
VOO Vanguard S&P 500 ETF
+0.21%
+$16,344.4 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$11,531.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$10,365.27 
PSK SPDR ICE Preferred Securities ETF
+0.18%
+$12,647.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$981.02 
IVV iShares Core S&P 500 ETF
+0.17%
+$2,562.26 
ESGU iShares ESG Aware MSCI USA ETF
+0.17%
+$9,499.14 
C Citigroup Inc.
+0.15%
+$445.2 
CB Chubb Limited
+0.14%
+$6,757.59 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,404.79 
SUSA iShares MSCI USA ESG Select ETF
+0.09%
+$3,762.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,017.81 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$1,050.26 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
+$45.53 
AZN
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
ORGN
0%
$0 
BE Bloom Energy Corporation
-4.47%
-$60,492.29 
UPS United Parcel Service, Inc.
-3.5%
-$77,686.72 
AAPL Apple Inc.
-2.69%
-$252,850.92 
TOL Toll Brothers Inc
-2.52%
-$109,732.6 
TSLA Tesla, Inc.
-1.96%
-$7,873.37 
MS Morgan Stanley
-1.93%
-$48,301.5 
HD The Home Depot, Inc.
-1.89%
-$4,211.2 
GE General Electric Company
-1.76%
-$4,770.78 
WMT Walmart Inc.
-1.75%
-$12,632 
CCI Crown Castle Inc.
-1.73%
-$24,280.51 
LLY Eli Lilly and Company
-1.73%
-$8,680.8 
PFG Principal Financial Group, Inc.
-1.45%
-$4,099.73 
NI NiSource Inc.
-1.34%
-$3,985.2 
HPE Hewlett Packard Enterprise Company
-1.23%
-$39,442.65 
SLF Sun Life Financial Inc.
-1.08%
-$4,951.76 
WFC Wells Fargo & Company
-1.07%
-$43,622.58 
PFE Pfizer Inc.
-0.78%
-$13,486.2 
BLV Vanguard Long-Term Bond ETF
-0.71%
-$2,239.2 
AME Ametek Inc.
-0.66%
-$6,414.72 
PG Procter & Gamble Co
-0.65%
-$1,501.36 
PRU Prudential Financial, Inc.
-0.6%
-$11,317.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.56%
-$28,419.3 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$100,404.46 
XLP Consumer Staples Select Sector SPDR Fund
-0.52%
-$33,447.48 
JPM JPMorgan Chase & Co.
-0.51%
-$31,442.75 
XLI Industrial Select Sector SPDR Fund
-0.46%
-$66,072.98 
IUSV iShares Core S&P U.S. Value ETF
-0.45%
-$1,042 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$85,147.59 
EFA iShares MSCI EAFE ETF
-0.41%
-$2,613.75 
SDY SPDR S&P Dividend ETF
-0.4%
-$8,882.5 
ABBV AbbVie Inc.
-0.4%
-$1,176.06 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.4%
-$9,206.96 
DON WisdomTree U.S. MidCap Dividend Fund
-0.39%
-$26,058.15 
VYMI Vanguard International High Dividend Yield Index Fund
-0.39%
-$1,151.48 
MCD McDonald's Corporation
-0.38%
-$727.26 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$135,684.37 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.35%
-$12,541.6 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$2,155.79 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$31,347.62 
FTCB First Trust Core Investment Grade ETF
-0.29%
-$133,894.08 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$3,256.89 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.29%
-$10,331.15 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.29%
-$173,290.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$8,175.25 
UL Unilever PLC Sponsored American Depositary Receipt
-0.21%
-$3,126.24 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$26,347.68 
XLF Financial Select Sector SPDR Fund
-0.18%
-$27,300.7 
ADP Automatic Data Processing Inc.
-0.15%
-$313.37 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$590.7 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$35,148.37 
NYF iShares New York Muni Bond ETF
-0.12%
-$686.34 
KO The Coca-Cola Company
-0.1%
-$345.68 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.07%
-$639.17 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$104.19 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$5,195.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$258.15 
GLW Corning Incorporated
-0.02%
-$711.37 
PM Philip Morris International Inc.
-0.02%
-$217.49 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$124.41 Events
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Dividends
Dividend Analysis
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| Trades 1524 | Longs Won 959/1524 62% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $439,645.07 |
| Average Win $173,688.25 | Best Trade (Jul 24) $8.21M | Sharpe Ratio -11.63 |
| Average Loss -$59,121.75 | Worst Trade (Sep 30) -$2.75M | Z-Score 6.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 3d | Expectancy $87,377.46 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Lynn M. Magnus?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.37M, iShares Broad USD Investment Grade Corporate Bond ETF - $6.53M, iShares Core MSCI EAFE ETF - $3.29M, First Trust TCW Opportunistic Fixed Income Fund - $2.97M, and iShares MSCI EAFE Value ETF - $2.7M. 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: iShares AAA - A Rated Corporate Bond ETF - $2.85M, QUALCOMM Incorporated - $1.28M, PayPal Holdings Inc - $1.22M, CVS Health Corporation - $1.16M, and Meta Platforms Inc Class A - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynn M. Magnus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.57M earned over time. The largest contributors to dividend income include iShares Broad USD Investment Grade Corporate Bond ETF - $6.53M, iShares Core MSCI EAFE ETF - $3.27M, First Trust TCW Opportunistic Fixed Income Fund - $2.71M, iShares MSCI EAFE Value ETF - $2.66M, and First Trust Core Investment Grade ETF - $2.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynn M. Magnus's monthly returns?
Lynn M. Magnus's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lynn M. Magnus's strategy be considered aggressive or moderate?
Lynn M. Magnus's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Lynn M. Magnus's strategy?
Lynn M. Magnus's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
