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Lyndsay Goody Portfolio
Invests via Onyx Financial Advisors LLC | Managed by Lyndsay Goody, Aaron B. Sautter, Jonathan I. Petersen, Cody G. Daniels, Orrin D. Cellan
Invests via Onyx Financial Advisors LLC
Managed by Lyndsay Goody, Aaron B. Sautter, Jonathan I. Petersen, Cody G. Daniels, Orrin D. Cellan
Automatically Tracked
Lyndsay Goody Profile
Lyndsay Goody brings a wealth of entrepreneurial experience and leadership acumen, particularly within the consumer goods sector. With a background that includes founding and scaling innovative product lines, she has effectively driven growth through strategic partnerships and market positioning. Known for her ability to identify emerging trends, Lyndsay has consistently pushed boundaries in product development while maintaining a focus on sustainability practices. Her reputation as an industry leader is complemented by her commitment to mentoring the next generation of entrepreneurs, making her a relevant figure in both business leadership and investment discussions.
Lyndsay Goody brings a wealth of entrepreneurial experience and leadership acumen, particularly within the consumer goods sector. With a background that includes founding and scaling innovative product lines, she has effectively driven growth through strategic partnerships and market positioning. Known for her ability to identify emerging trends, Lyndsay has consistently pushed boundaries in product development while maintaining a focus on sustainability practices. Her reputation as an industry leader is complemented by her commitment to mentoring the next generation of entrepreneurs, making her a relevant figure in both business leadership and investment discussions.
Investment Philosophy & Strategy
Capitalizing on her extensive background in the consumer goods sector, Lyndsay Goody excels at harnessing innovative strategies to propel growth and market share. She emphasizes identifying emerging trends that resonate with consumers, often leading to pioneering product lines rooted in sustainability. By fostering strategic partnerships and leveraging operational expertise, she aims for transformative opportunities within competitive landscapes. Her entrepreneurial mindset drives her decision-making process as she actively seeks ventures that align with both profitability and responsible business practices.
Capitalizing on her extensive background in the consumer goods sector, Lyndsay Goody excels at harnessing innovative strategies to propel growth and market share. She emphasizes identifying emerging trends that resonate with consumers, often leading to pioneering product lines rooted in sustainability. By fostering strategic partnerships and leveraging operational expertise, she aims for transformative opportunities within competitive landscapes. Her entrepreneurial mindset drives her decision-making process as she actively seeks ventures that align with both profitability and responsible business practices.
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:
27.23%
Gain +0.47%
Monthly
0.76%
Yearly
9.58%
Drawdown
14.13%
$267.16M
Equity
Holdings
$267.16M
Investment
$178.8M
$88.86M
Profit +$1.52M
Realized
$499,671.33
Unrealized
$88.36M
Dividends
$10.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$1.52M
Win %
83%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$2.07M
Win %
83%
This Month
Compared to last month
Gain
-0.28%
Profit
-$759,417.72
Win %
83%
This Year
Compared to last year
Gain
7.44%
Profit
$18.9M
Win %
84%
GBCI Glacier Bancorp Inc.
+2.36%
+$92,931.5 
SYK Stryker Corporation
+2.09%
+$7,094.56 
PM Philip Morris International Inc.
+2.04%
+$6,005.76 
CAT Caterpillar Inc.
+1.49%
+$14,183.12 
DFAR Dimensional US Real Estate ETF
+0.87%
+$95,044.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$1.1M 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$10,175.04 
FDVV Fidelity High Dividend ETF
+0.59%
+$6,634.08 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$6,926.92 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$179,884.94 
MSFT Microsoft Corp.
+0.1%
+$2,887.6 
ORCL Oracle Corporation
+0.05%
+$375.44 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$1,135.56 
PKI PerkinElmer, Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 174 | Longs Won 144/174 82% | Profit Factor 1,055.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.37M |
| Average Win $617,675.11 | Best Trade (Jun 12) $56.68M | Sharpe Ratio -6.47 |
| Average Loss -$2,809.2 | Worst Trade (Jun 12) -$31,554.84 | Z-Score 17.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $510,695.06 |
| 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% | 0.07% | 0.63% | 4.21% | 22.42% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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Returns
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Option values are updated at end of day.
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