LMR
Lynsey M. Richter Portfolio
Invests via GR FINANCIAL GROUP, LLC | Managed by Lynsey M. Richter, Ryan Scott Genzman, Benjamin Scott Genzman
Invests via GR FINANCIAL GROUP, LLC
Managed by Lynsey M. Richter, Ryan Scott Genzman, Benjamin Scott Genzman
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Lynsey M. Richter Profile
Seasoned corporate governance and financial operations executive with experience advising boards, leading compliance programs and supporting M&A and capital markets activity. Lynsey M. Richter combines legal and corporate strategy background with operational oversight of finance, risk and investor relations, often working with growth-stage and publicly listed companies to professionalize controls and reporting. Frequently engaged as board advisor, interim officer and deal execution lead.
Seasoned corporate governance and financial operations executive with experience advising boards, leading compliance programs and supporting M&A and capital markets activity. Lynsey M. Richter combines legal and corporate strategy background with operational oversight of finance, risk and investor relations, often working with growth-stage and publicly listed companies to professionalize controls and reporting. Frequently engaged as board advisor, interim officer and deal execution lead.
Investment Philosophy & Strategy
Focuses capital on growth-stage and public companies where governance, financial controls and board-level stewardship unlock value. Prefers equity and structured growth financings with staged commitments tied to operational milestones, prioritizing disciplined capital allocation, transparent reporting and exit-readiness. Investment horizon tilts medium-to-long term, seeking operational improvements, M&A-driven value creation and risk mitigation through enhanced compliance and investor communications. Decisions are data-driven, governance-centric and oriented to partnering with management to professionalize finance and accelerate scalable revenue trajectories.
Focuses capital on growth-stage and public companies where governance, financial controls and board-level stewardship unlock value. Prefers equity and structured growth financings with staged commitments tied to operational milestones, prioritizing disciplined capital allocation, transparent reporting and exit-readiness. Investment horizon tilts medium-to-long term, seeking operational improvements, M&A-driven value creation and risk mitigation through enhanced compliance and investor communications. Decisions are data-driven, governance-centric and oriented to partnering with management to professionalize finance and accelerate scalable revenue trajectories.
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:
54.73%
Gain +1.66%
Monthly
1.31%
Yearly
16.88%
Drawdown
22.62%
$338.6M
Equity
Holdings
$338.6M
Investment
$289.84M
$222.35M
Profit +$7.59M
Realized
$173.6M
Unrealized
$48.75M
Dividends
$24.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.66%
Profit
$7.59M
Win %
77%
This Week
Compared To Last Week
Gain
2.29%
Profit
$7.59M
Win %
77%
This Month
Compared to last month
Gain
2.26%
Profit
$7.48M
Win %
77%
This Year
Compared to last year
Gain
12.31%
Profit
$37.12M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$66,675.82 
META Meta Platforms Inc Class A
+3.28%
+$13,153.91 
MSFT Microsoft Corp.
+3.02%
+$16,956.89 
NVDA NVIDIA Corporation
+2.93%
+$15,862.4 
XLE Energy Select Sector SPDR Fund
+1%
+$9,270.67 
TSLA Tesla, Inc.
+0.76%
+$3,816.09 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$33,188.28 
IVV iShares Core S&P 500 ETF
+0.69%
+$760,494.08 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,414.47 
RTX RTX Corporation
+0.39%
+$5,838 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$799.8 
AAPL Apple Inc.
-7.35%
-$211,485 
MU Micron Technology, Inc.
-5.9%
-$41,200.69 
IBIT iShares Bitcoin Trust
-2.89%
-$13,300.88 
TXN Texas Instruments Inc
-1.08%
-$3,470 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,045.94 
LLY Eli Lilly and Company
-0.53%
-$4,186.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$885.75 
COST Costco Wholesale Corporation
-0.24%
-$1,853.62 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$21,229.28 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$174,319.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$175,071.8 Events
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Dividends
Dividend Analysis
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| Trades 253 | Longs Won 173/253 68% | Profit Factor 47.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.61M |
| Average Win $1.31M | Best Trade (Jun 30) $52.59M | Sharpe Ratio -9.47 |
| Average Loss -$59,959.12 | Worst Trade (Jun 29) -$1.18M | Z-Score 2.93 (99.66%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $878,856.57 |
| 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% | 0.2% | 5.35% |
| Consecutive Losing Trades | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
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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 Lynsey M. Richter?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $122.31M, iShares Core S&P 500 ETF - $32.29M, iShares MSCI ACWI ETF - $10.2M, PIMCO Multisector Bond Active ETF - $7.41M, and State Street Technology Select Sector SPDR ETF - $6.55M. 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 20+ Year Treasury Bond ETF - $797,690.98, iShares Bitcoin Trust - $568,929.82, Fidelity Wise Origin Bitcoin Index Fund - $298,717.47, Microsoft Corp - $246,459.99, and Strategy Inc - $192,315.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynsey M. Richter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.42M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $8.14M, PIMCO Multisector Bond Active ETF - $7.41M, iShares Core S&P 500 ETF - $6.05M, iShares MSCI ACWI ETF - $697,322.1, and iShares Russell 2000 ETF - $557,552.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynsey M. Richter's monthly returns?
Lynsey M. Richter'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 Lynsey M. Richter's strategy be considered aggressive or moderate?
Lynsey M. Richter'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 Lynsey M. Richter's strategy?
Lynsey M. Richter'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.
