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
Automatically Tracked
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:
60.74%
Gain +0.26%
Monthly
1.24%
Yearly
16.01%
Drawdown
22.61%
$751.75M
Equity
Holdings
$751.75M
Investment
$697.18M
$228.14M
Profit +$1.56M
Realized
$173.57M
Unrealized
$54.58M
Dividends
$27.03M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$1.56M
Win %
72%
This Week
Compared To Last Week
Gain
1.09%
Profit
$8.11M
Win %
72%
This Month
Compared to last month
Gain
1.19%
Profit
$8.84M
Win %
72%
This Year
Compared to last year
Gain
2.14%
Profit
$15.78M
Win %
67%
HIMS Hims & Hers Health, Inc.
+4.7%
+$8,173.45 
TSLA Tesla, Inc.
+2.58%
+$11,647.38 
XBI SPDR S&P Biotech ETF
+2.57%
+$5,495.05 
AMZN Amazon.com Inc
+1.8%
+$9,758.48 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.65%
+$4,382 
IBIT iShares Bitcoin Trust
+1.38%
+$22,266.24 
MSFT Microsoft Corp.
+1.34%
+$11,915.87 
ROBO ROBO Global Robotics & Automation Index ETF
+1.07%
+$2,204.18 
COHR Coherent Corp.
+0.88%
+$1,955.69 
ACWI iShares MSCI ACWI ETF
+0.4%
+$1,191.98 
VT Vanguard Total World Stock ETF
+0.38%
+$8,325 
IWM iShares Russell 2000 ETF
+0.35%
+$684.03 
RTX RTX Corporation
+0.32%
+$3,962.49 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$291,243.28 
SPY SPDR S&P 500 ETF Trust
+0.29%
+$7,932.1 
IVV iShares Core S&P 500 ETF
+0.28%
+$1.18M 
NVDA NVIDIA Corporation
+0.25%
+$1,856.58 
FBCG Fidelity Blue Chip Growth Fund
+0.2%
+$207,755.08 
CAT Caterpillar Inc.
+0.17%
+$380.56 
LLY Eli Lilly and Company
+0.16%
+$1,090.57 
QQQM Invesco NASDAQ 100 ETF
+0.11%
+$19,781.58 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$257.66 FSOL
FSOL
0%
$0 
AAPL Apple Inc.
-2.15%
-$63,019.6 
MRVL Marvell Technology, Inc.
-1.82%
-$4,550 
RKLB Rocket Lab Corporation
-1.39%
-$1,938 
INTC Intel Corporation
-1.26%
-$2,073.15 
AMD Advanced Micro Devices, Inc.
-1.13%
-$3,477.37 
TXN Texas Instruments Inc
-1.1%
-$2,399.08 
QCOM QUALCOMM Incorporated
-0.88%
-$1,946.7 
SMH VanEck Semiconductor ETF
-0.51%
-$973.36 
GLW Corning Incorporated
-0.33%
-$467 
COST Costco Wholesale Corporation
-0.27%
-$2,066.56 
META Meta Platforms Inc Class A
-0.23%
-$1,356.05 
ENTG Entegris, Inc.
-0.17%
-$344.4 
PYLD PIMCO Multisector Bond Active ETF
-0.16%
-$141,602.12 
MU Micron Technology, Inc.
-0.12%
-$1,263.64 Events
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Dividends
Dividend Analysis
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| Trades 290 | Longs Won 193/290 66% | Profit Factor 27.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.35M |
| Average Win $1.23M | Best Trade (Jun 30) $52.59M | Sharpe Ratio -10.05 |
| Average Loss -$88,540.34 | Worst Trade (Oct 07) -$3.29M | Z-Score 0.32 (24.79%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $786,693.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,621 | $1.92M | $2.87M | - | $955,684.81 | 49.88% | -2.147% |
| ACWI iShares MSCI ACWI ETF | 1,848 | $189,314.78 | $296,483.88 | - | $107,169.1 | 56.61% | +0.404% |
| AMD Advanced Micro Devices, Inc. | 495 | $287,550 | $303,759.22 | - | $16,209.22 | 5.64% | -1.132% |
| AMZN Amazon.com Inc | 2,133 | $494,483.25 | $551,668.45 | - | $57,185.2 | 11.56% | +1.801% |
| CAT Caterpillar Inc. | 284 | $303,052 | $226,495.68 | - | -$76,556.32 | -25.26% | +0.168% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,504 | $225,031 | $270,306.8 | - | $45,275.8 | 20.12% | +1.648% |
| COHR Coherent Corp. | 738 | $291,119 | $225,090 | - | -$66,029 | -22.68% | +0.876% |
| COST Costco Wholesale Corporation | 801 | $410,162.76 | $757,217.34 | - | $347,054.58 | 84.61% | -0.272% |
| ENTG Entegris, Inc. | 1,230 | $210,379.19 | $199,149.3 | - | -$11,229.89 | -5.34% | -0.173% |
| FBCG Fidelity Blue Chip Growth Fund | 1.6M | $99.26M | $101.77M | - | $2.51M | 2.53% | +0.205% |
| FSOL FSOL | 20,992 | $181,793 | $181,793 | - | - | - | 0.0 |
| GLW Corning Incorporated | 934 | $238,572 | $142,276.22 | - | -$96,295.78 | -40.36% | -0.327% |
| HIMS Hims & Hers Health, Inc. | 6,192 | $214,710 | $181,920.96 | - | -$32,789.04 | -15.27% | +4.704% |
| IBIT iShares Bitcoin Trust | 34,791 | $1.51M | $1.63M | - | $120,536.5 | 7.98% | +1.383% |
| IJH iShares Core S&P Mid-Cap ETF | 3,964 | $305,700 | $289,748.58 | - | -$15,951.42 | -5.22% | +0.089% |
| INTC Intel Corporation | 1,530 | $213,634 | $161,759.25 | - | -$51,874.75 | -24.28% | -1.265% |
| IVV iShares Core S&P 500 ETF | 538,536 | $377.71M | $419.77M | - | $42.06M | 11.14% | +0.283% |
| IWM iShares Russell 2000 ETF | 698 | $209,808 | $194,427.9 | - | -$15,380.1 | -7.33% | +0.353% |
| LLY Eli Lilly and Company | 568 | $280,103.52 | $665,423.36 | - | $385,319.84 | 137.56% | +0.164% |
| META Meta Platforms Inc Class A | 812 | $551,520.84 | $584,006.64 | - | $32,485.8 | 5.89% | -0.232% |
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Option values are updated at end of day.
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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 - $122.78M, iShares Core S&P 500 ETF - $33.48M, iShares MSCI ACWI ETF - $10.2M, PIMCO Multisector Bond Active ETF - $8.41M, and iShares Russell 2000 ETF - $6.06M. 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 - $244,917.54, 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 $27.03M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $8.41M, SPDR S&P 500 ETF Trust - $8.14M, iShares Core S&P 500 ETF - $7.24M, Invesco S&P 500 Equal Weight ETF - $762,897, and iShares MSCI ACWI ETF - $697,322.1. 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.
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