LMR
Lindsay Marie Rider Portfolio
Invests via Capital & Planning LLC | Managed by Lindsay Marie Rider
Invests via Capital & Planning LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Experienced growth-stage investor and board director with a background in corporate development, strategy and governance, Lindsay Marie Rider provides operational insight to venture-backed and private-growth companies. Focus areas include SaaS, fintech and consumer tech; expertise spans go-to-market scaling, capital raises and board-level oversight. Regularly advises C-suite teams and leads diligence for minority and control equity investments.
Experienced growth-stage investor and board director with a background in corporate development, strategy and governance, Lindsay Marie Rider provides operational insight to venture-backed and private-growth companies. Focus areas include SaaS, fintech and consumer tech; expertise spans go-to-market scaling, capital raises and board-level oversight. Regularly advises C-suite teams and leads diligence for minority and control equity investments.
Investment Philosophy & Strategy
Combines operational leadership and board experience to back growth-stage companies, favoring SaaS, fintech and consumer technology where go-to-market scale and unit economics can be proven. Prioritizes minority and control investments that align with repeatable revenue models, strong founding teams, and clear capital-efficiency levers. Uses hands-on diligence and governance discipline to structure rounds, support C-suite execution, and guide exits; horizon is multi-year growth with active portfolio engagement to de-risk scaling.
Combines operational leadership and board experience to back growth-stage companies, favoring SaaS, fintech and consumer technology where go-to-market scale and unit economics can be proven. Prioritizes minority and control investments that align with repeatable revenue models, strong founding teams, and clear capital-efficiency levers. Uses hands-on diligence and governance discipline to structure rounds, support C-suite execution, and guide exits; horizon is multi-year growth with active portfolio engagement to de-risk scaling.
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:
30.92%
Gain -0.05%
Monthly
1.33%
Yearly
17.22%
Drawdown
14.42%
$195.9M
Equity
Holdings
$195.9M
Investment
$172.14M
$42.46M
Profit -$110,437.91
Realized
$18.7M
Unrealized
$23.76M
Dividends
$2.86M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$110,437.91
Win %
61%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.55M
Win %
61%
This Month
Compared to last month
Gain
-0.74%
Profit
-$1.45M
Win %
61%
This Year
Compared to last year
Gain
1.74%
Profit
$3.35M
Win %
65%
INTC Intel Corporation
+9.6%
+$46,664.62 
AMD Advanced Micro Devices, Inc.
+6.47%
+$21,221.43 
SPCX Space Exploration Technologies Corp. Class A
+3.41%
+$17,193.36 
TSLA Tesla, Inc.
+3.36%
+$15,458.48 
ORCL Oracle Corporation
+2.46%
+$7,390.5 
CAT Caterpillar Inc.
+1.69%
+$95,876.59 
UNH UnitedHealth Group Incorporated
+1.43%
+$19,799.64 
SO The Southern Company
+1.03%
+$136,997.77 
CEG Constellation Energy Corporation
+0.94%
+$4,641.94 
DUK Duke Energy Corporation
+0.91%
+$63,566.62 
XOM Exxon Mobil Corporation
+0.31%
+$4,766.35 
MU Micron Technology, Inc.
+0.27%
+$1,645.6 
KO The Coca-Cola Company
+0.07%
+$226.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTU Intuit Inc.
-5.13%
-$37,651.42 
ADBE Adobe Inc.
-3.36%
-$26,023.46 
UBER Uber Technologies, Inc.
-3.03%
-$131,308.42 
LLY Eli Lilly and Company
-1.91%
-$247,441.45 
NVDA NVIDIA Corporation
-1.9%
-$122,051.85 
MA Mastercard Incorporated
-1.87%
-$37,799.08 
HD The Home Depot, Inc.
-1.8%
-$17,567.55 
V Visa Inc. Class A
-1.76%
-$276,990 
JNJ Johnson & Johnson
-1.54%
-$11,615.25 
CHD Church & Dwight Co., Inc.
-1.52%
-$81,884.14 
MSFT Microsoft Corp.
-1.47%
-$328,062.89 
AAPL Apple Inc.
-1.21%
-$112,278.25 
IAU iShares Gold Trust
-1.13%
-$30,078.06 
WMT Walmart Inc.
-1.08%
-$14,160.3 
LOW Lowe's Companies Inc.
-0.95%
-$7,802.68 
HOOD Robinhood Markets, Inc.
-0.88%
-$7,369.92 
PG Procter & Gamble Co
-0.85%
-$40,952.5 
YUM Yum! Brands, Inc.
-0.76%
-$2,142.06 
GD General Dynamics Corporation
-0.72%
-$28,320.55 
AMZN Amazon.com Inc
-0.52%
-$104,915.3 
PNC The PNC Financial Services Group, Inc.
-0.5%
-$1,968 
TXN Texas Instruments Inc
-0.43%
-$27,745.56 
SCHX Schwab U.S. Large-Cap ETF
-0.36%
-$1,816.65 
WM Waste Management, Inc.
-0.35%
-$8,561.42 
PTLC Pacer Trendpilot US Large Cap ETF
-0.31%
-$1,993.93 
GOOG Alphabet Inc
-0.12%
-$373.8 
GOOGL Alphabet Inc
-0.11%
-$27,485.45 
PREF Principal Spectrum Preferred Securities Active ETF
-0.1%
-$789.23 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.04%
-$661.62 
META Meta Platforms Inc Class A
-0.02%
-$1,034.43 
MCD McDonald's Corporation
-0.01%
-$438.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 517 | Longs Won 291/517 56% | Profit Factor 6.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $493,110.44 |
| Average Win $172,444.5 | Best Trade (Dec 31) $6.7M | Sharpe Ratio -0.83 |
| Average Loss -$34,164.2 | Worst Trade (Sep 14) -$1.19M | Z-Score -0.98 (67.13%) |
| Commissions $0 | Avg. Trade Length 5m | Expectancy $82,128.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,050 | $7.46M | $9.18M | - | $1.72M | 23.05% | -1.208% |
| ADBE Adobe Inc. | 2,907 | $706,617 | $748,721.11 | - | $42,104.11 | 5.96% | -3.359% |
| AMD Advanced Micro Devices, Inc. | 687 | $210,346.4 | $349,312.02 | - | $138,965.62 | 66.07% | +6.468% |
| AMZN Amazon.com Inc | 78,295 | $16.58M | $20.14M | - | $3.56M | 21.48% | -0.518% |
| CAT Caterpillar Inc. | 6,983 | $4.96M | $5.78M | - | $819,363.94 | 16.52% | +1.687% |
| CEG Constellation Energy Corporation | 1,649 | $460,575.22 | $497,626.97 | - | $37,051.75 | 8.04% | +0.942% |
| CHD Church & Dwight Co., Inc. | 54,772 | $5.13M | $5.32M | - | $188,488.99 | 3.68% | -1.517% |
| DUK Duke Energy Corporation | 58,318 | $7.61M | $7.07M | - | -$534,711.75 | -7.03% | +0.907% |
| GD General Dynamics Corporation | 10,977 | $3.78M | $3.92M | - | $132,387.36 | 3.5% | -0.718% |
| GOOG Alphabet Inc | 890 | $255,306 | $298,052.1 | - | $42,746.1 | 16.74% | -0.125% |
| GOOGL Alphabet Inc | 74,285 | $19.44M | $25.12M | - | $5.68M | 29.21% | -0.109% |
| HD The Home Depot, Inc. | 3,042 | $1M | $959,066.55 | - | -$41,531.29 | -4.15% | -1.799% |
| HOOD Robinhood Markets, Inc. | 6,824 | $481,847.4 | $825,908.72 | - | $344,061.32 | 71.4% | -0.884% |
| IAU iShares Gold Trust | 31,832 | $2.76M | $2.62M | - | -$132,420.35 | -4.8% | -1.133% |
| INTC Intel Corporation | 5,075 | $223,959.98 | $532,849.62 | - | $308,889.64 | 137.92% | +9.598% |
| INTU Intuit Inc. | 2,207 | $954,401.58 | $696,617.48 | - | -$257,784.1 | -27.01% | -5.128% |
| JNJ Johnson & Johnson | 2,733 | $686,038.6 | $740,588.34 | - | $54,549.74 | 7.95% | -1.544% |
| KO The Coca-Cola Company | 3,490 | $268,553.56 | $307,591.15 | - | $39,037.59 | 14.54% | +0.074% |
| LLY Eli Lilly and Company | 11,273 | $10.14M | $12.71M | - | $2.57M | 25.39% | -1.91% |
| LOW Lowe's Companies Inc. | 4,022 | $924,556.57 | $814,495.22 | - | -$110,061.35 | -11.9% | -0.949% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Lindsay Marie Rider?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $6.8M, Eli Lilly and Company - $2.71M, Microsoft Corp - $2.44M, Uber Technologies, Inc - $1.47M, and Visa Inc. Class A - $1.32M. 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: Church & Dwight Co., Inc - $736,337.79, Adobe Inc - $512,156.15, UnitedHealth Group Incorporated - $394,107.14, Dow Inc - $205,591.98, and Procter & Gamble Co - $199,745.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lindsay Marie Rider's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.86M earned over time. The largest contributors to dividend income include The Southern Company - $641,983.7, Duke Energy Corporation - $294,391.7, Microsoft Corp - $226,039.66, McDonald's Corporation - $216,081.72, and Procter & Gamble Co - $181,560.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lindsay Marie Rider's monthly returns?
Lindsay Marie Rider's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lindsay Marie Rider's strategy be considered aggressive or moderate?
Lindsay Marie Rider's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lindsay Marie Rider's strategy?
Lindsay Marie Rider's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
