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.

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.

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:

43.64%

Gain +0.86%

Monthly

1.17%

Yearly

14.95%

Drawdown

17.12%

$333.07M

Equity

Holdings

$333.07M

Investment

$289.84M

$216.94M

Profit +$2.93M

Realized

$173.72M

Unrealized

$43.23M

Dividends

$22.7M

Goals

Avg. 73.5% completed goals

Yearly

Gain > 5%

2026

47%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.86%

Profit

$2.93M

Win %

80%

This Week

Compared To Last Week

Gain

0.94%

Profit

$3.12M

Win %

80%

This Month

Compared to last month

Gain

0.56%

Profit

$1.85M

Win %

80%

This Year

Compared to last year

Gain

2.33%

Profit

-$1.24M

Win %

72%

Gainers
Losers

MU Micron Technology, Inc.

+10.84%

+$84,891.24

IBIT iShares Bitcoin Trust

+4.72%

+$21,331.59

META Meta Platforms Inc Class A

+4.67%

+$19,716

TXN Texas Instruments Inc

+4.06%

+$14,040.78

XLK State Street Technology Select Sector SPDR ETF

+3.78%

+$390,516.76

NVDA NVIDIA Corporation

+3.54%

+$20,168.28

AMZN Amazon.com Inc

+3.13%

+$13,804.56

MSFT Microsoft Corp.

+2.31%

+$11,229.9

AAPL Apple Inc.

+1.82%

+$45,626.25

SPY SPDR S&P 500 ETF Trust

+1.76%

+$81,292.2

IVV iShares Core S&P 500 ETF

+1.5%

+$1.67M

BRK-B Berkshire Hathaway Inc.

+1.28%

+$2,696.1

TSLA Tesla, Inc.

+1.16%

+$7,632.24

ACWI iShares MSCI ACWI ETF

+1%

+$2,884.08

RSP Invesco S&P 500 Equal Weight ETF

+0.58%

+$581,991.53

PYLD PIMCO Multisector Bond Active ETF

+0.23%

+$209,183.4

AGG iShares Core U.S. Aggregate Bond ETF

+0.09%

+$318.87

RTX RTX Corporation

+0.06%

+$764.5

XLE Energy Select Sector SPDR Fund

-3.48%

-$31,426

XLV Health Care Select Sector SPDR Fund

-0.6%

-$4,785.84

LLY Eli Lilly and Company

-0.32%

-$2,492.96

COST Costco Wholesale Corporation

-0.29%

-$2,357.68

Events

Dividends

Dividend Analysis

No Data

Trades 253	Longs Won 171/253 67%	Profit Factor 92.05
Profitability	Shorts Won 0/0 0%	Standard Deviation $4.52M
Average Win $1.28M	Best Trade (Jun 30) $52.59M	Sharpe Ratio -9.42
Average Loss -$29,056.45	Worst Trade (Mar 31) -$385,281.01	Z-Score 1.39 (83.51%)
Commissions $0	Avg. Trade Length 1y 1m 2w 1d	Expectancy $857,476.14

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%	5.38%
Consecutive Losing Trades	11,494	10,345	9,195	8,046	6,897	5,747	4,598	3,448	2,299	1,149