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
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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:
81.34%
Gain
Monthly
1.46%
Yearly
18.95%
Drawdown
21.54%
$278.26M
Equity
Holdings
$278.26M
Investment
$189.26M
$89.55M
Profit +$29,725.8
Realized
$550,793.69
Unrealized
$89M
Dividends
$12.5M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$29,725.8
Win %
61%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.39M
Win %
61%
This Month
Compared to last month
Gain
0.55%
Profit
$1.53M
Win %
61%
This Year
Compared to last year
Gain
0.26%
Profit
$714,533.87
Win %
62%
SYK Stryker Corporation
+3.06%
+$9,600.15 
GBCI Glacier Bancorp Inc.
+1.63%
+$56,162.95 
JPC Nuveen Preferred & Income Opportunities Fund
+0.94%
+$3,134.31 
DFAR Dimensional US Real Estate ETF
+0.86%
+$92,771.07 
DFCF Dimensional Core Fixed Income ETF
+0.74%
+$32,948.4 
DFIP Dimensional Inflation-Protected Securities ETF
+0.61%
+$13,015.44 
PM Philip Morris International Inc.
+0.52%
+$1,762.29 
FDVV Fidelity High Dividend ETF
+0.39%
+$5,054.64 
ORCL Oracle Corporation
+0.33%
+$1,798.69 
MSFT Microsoft Corp.
+0.3%
+$11,503.65 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.28%
+$53,156.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.07%
+$113,523.72 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.05%
+$6,345.18 
DCOR Dimensional US Core Equity 1 ETF
+0.02%
+$425.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 189 | Longs Won 127/189 67% | Profit Factor 146.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.36M |
| Average Win $709,944.38 | Best Trade (Oct 14) $60.03M | Sharpe Ratio -43.77 |
| Average Loss -$9,917.5 | Worst Trade (Oct 14) -$63,499.83 | Z-Score 2.68 (99.26%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $473,799.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.09% | 0.74% | 4.65% | 23.5% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 CAT Caterpillar Inc. | 1,066 | $320,560.43 | $760,185.92 | - | $439,625.49 | 137.14% | -4.788% |
| DCOR Dimensional US Core Equity 1 ETF | 21,266 | $1.33M | $1.78M | - | $447,487.92 | 33.6% | +0.024% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 3.78M | $100.37M | $169.98M | - | $69.62M | 69.36% | +0.067% |
| DFAR Dimensional US Real Estate ETF | 441,767 | $9.92M | $10.87M | - | $950,317.13 | 9.58% | +0.861% |
 DFAX Dimensional World ex U.S. Core Equity 2 ETF | 1.18M | $27.37M | $43.01M | - | $15.64M | 57.14% | -0.738% |
| DFCF Dimensional Core Fixed Income ETF | 109,828 | $4.62M | $4.47M | - | -$150,867.49 | -3.27% | +0.743% |
| DFIP Dimensional Inflation-Protected Securities ETF | 54,231 | $2.24M | $2.15M | - | -$97,538.19 | -4.35% | +0.61% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 408,896 | $19.13M | $19.15M | - | $14,283.32 | 0.07% | +0.278% |
 DFUS Dimensional U.S. Equity Market ETF | 15,416 | $641,617.48 | $1.29M | - | $645,001.88 | 100.53% | -0.299% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 253,807 | $12.85M | $12.85M | - | $2,369.86 | 0.02% | +0.049% |
| FDVV Fidelity High Dividend ETF | 21,061 | $1.1M | $1.3M | - | $195,674.35 | 17.72% | +0.39% |
| GBCI Glacier Bancorp Inc. | 80,810 | $3.52M | $3.51M | - | -$13,704.84 | -0.39% | +1.627% |
| JPC Nuveen Preferred & Income Opportunities Fund | 50,149 | $402,546.1 | $337,252.02 | - | -$65,294.08 | -16.22% | +0.938% |
| MSFT Microsoft Corp. | 7,235 | $2.76M | $3.87M | - | $1.11M | 40.13% | +0.298% |
| ORCL Oracle Corporation | 4,183 | $447,953.92 | $547,889.34 | - | $99,935.42 | 22.31% | +0.329% |
| PM Philip Morris International Inc. | 1,647 | $262,182.87 | $340,352.55 | - | $78,169.68 | 29.81% | +0.52% |
 RVTY Revvity Inc. | 11,369 | $1.59M | $1.72M | - | $128,583.57 | 8.07% | -0.388% |
| SYK Stryker Corporation | 1,115 | $366,336.62 | $323,606.45 | - | -$42,730.17 | -11.66% | +3.057% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lyndsay Goody?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $4.74M, Dimensional World ex U.S. Core Equity 2 ETF - $3.18M, Dimensional Short-Duration Fixed Income ETF - $2.25M, Dimensional Ultrashort Fixed Income ETF - $861,467.75, and Dimensional US Real Estate ETF - $715,906.09. 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: Schwab U.S. TIPS ETF - $4,121.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lyndsay Goody's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.5M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $4.69M, Dimensional World ex U.S. Core Equity 2 ETF - $3.1M, Dimensional Short-Duration Fixed Income ETF - $2.24M, Dimensional Ultrashort Fixed Income ETF - $861,467.75, and Dimensional US Real Estate ETF - $715,906.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lyndsay Goody's monthly returns?
Lyndsay Goody'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 Lyndsay Goody's strategy be considered aggressive or moderate?
Lyndsay Goody's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Lyndsay Goody's strategy?
Lyndsay Goody'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.
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