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:
13.95%
Gain
Monthly
0.71%
Yearly
8.84%
Drawdown
14.57%
$185.44M
Equity
Holdings
$185.44M
Investment
$162.61M
$41.82M
Profit -$1.46M
Realized
$18.99M
Unrealized
$22.83M
Dividends
$2.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.46M
Win %
80%
This Week
Compared To Last Week
Gain
0.03%
Profit
$56,464.53
Win %
80%
This Month
Compared to last month
Gain
1.22%
Profit
$2.23M
Win %
80%
This Year
Compared to last year
Gain
12.74%
Profit
$20.95M
Win %
80%
DMAC DiaMedica Therapeutics Inc.
+4.63%
+$660.33 
DOW Dow Inc.
+3.81%
+$111.5 
CMG Chipotle Mexican Grill, Inc.
+3.3%
+$45.2 
ALL Allstate Corporation
+3.14%
+$1,745.7 
PANW Palo Alto Networks, Inc.
+3.13%
+$509.68 
IRON Disc Medicine Inc.
+2.85%
+$12.54 
YUM Yum! Brands, Inc.
+2.33%
+$6,661.06 
MRK Merck & Co., Inc.
+2.31%
+$649 
AFL Aflac Inc.
+2.2%
+$1,233.05 
PGR Progressive Corporation
+2.15%
+$70.96 
MU Micron Technology, Inc.
+2.12%
+$11,246.3 
XOM Exxon Mobil Corporation
+1.91%
+$32,592.72 
LMT Lockheed Martin Corporation
+1.87%
+$673.05 
MCK McKesson Corporation
+1.8%
+$60.7 
VLO Valero Energy Corporation
+1.77%
+$1,599 
RTX RTX Corporation
+1.72%
+$83.5 
BP BP p.l.c. Sponsored ADR
+1.68%
+$276 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$719.81 
TDG TransDigm Group Inc.
+1.54%
+$38.02 
ORCL Oracle Corporation
+1.49%
+$2,077.55 
JNJ Johnson & Johnson
+1.47%
+$3,110.14 
CAH Cardinal Health Inc.
+1.42%
+$243.75 
GD General Dynamics Corporation
+1.39%
+$48,650.1 
PRU Prudential Financial, Inc.
+1.39%
+$90.2 
VZ Verizon Communications Inc.
+1.34%
+$616.55 
F Ford Motor Company
+1.34%
+$1,569.4 
POST Post Holdings Inc.
+1.34%
+$2,489.82 
DELL Dell Technologies Inc.
+1.32%
+$521.66 
LLY Eli Lilly and Company
+1.26%
+$160,579.01 
GILD Gilead Sciences Inc.
+1.2%
+$1.64 
ED Consolidated Edison, Inc.
+1.15%
+$258 
LH Labcorp Holdings Inc.
+1.13%
+$124.02 
PFG Principal Financial Group, Inc.
+1.12%
+$536.06 
UNH UnitedHealth Group Incorporated
+1.08%
+$14,669.74 
NSC Norfolk Southern Corporation
+1.02%
+$41.52 
KMB Kimberly-Clark Corporation
+1.02%
+$444 
SPG Simon Property Group, Inc.
+0.92%
+$42.2 
WMT Walmart Inc.
+0.92%
+$13,084.11 
O Realty Income Corporation
+0.91%
+$60 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$21.93 
SO The Southern Company
+0.87%
+$120,400.56 
WY Weyerhaeuser Company
+0.8%
+$162.63 
DUK Duke Energy Corporation
+0.79%
+$51,880.29 
GIS General Mills, Inc.
+0.78%
+$72.9 
ET Energy Transfer L.P.
+0.72%
+$146.45 
BAC Bank of America Corporation
+0.71%
+$214.46 
XLU Utilities Select Sector SPDR Fund
+0.7%
+$0.64 
PG Procter & Gamble Co
+0.66%
+$29,443.49 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.63%
+$48.75 
GWW W.W. Grainger, Inc.
+0.63%
+$8.87 
CHD Church & Dwight Co., Inc.
+0.63%
+$31,159.34 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$97.92 
VTV Vanguard Value ETF
+0.56%
+$125.46 
GLD SPDR Gold Shares
+0.55%
+$262.6 
IAU iShares Gold Trust
+0.52%
+$10,888.41 
NEE NextEra Energy, Inc.
+0.52%
+$34.87 
XLV Health Care Select Sector SPDR Fund
+0.5%
+$14.58 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$50.53 
COWZ Pacer US Cash Cows 100 ETF
+0.47%
+$189.72 
ECL Ecolab Inc.
+0.4%
+$53.41 
HD The Home Depot, Inc.
+0.37%
+$4,418.74 
INTU Intuit Inc.
+0.36%
+$2,412.18 
JPM JPMorgan Chase & Co.
+0.34%
+$115 
VRSK Verisk Analytics Inc.
+0.33%
+$40.2 
NZF Nuveen Municipal Credit Income Fund
+0.28%
+$342.4 
VO Vanguard Mid-Cap ETF
+0.27%
+$10.56 
STZ Constellation Brands, Inc.
+0.27%
+$72 
WM Waste Management, Inc.
+0.21%
+$4,490.55 
ETN Eaton Corporation plc
+0.21%
+$9.13 
NOW ServiceNow, Inc.
+0.2%
+$2.1 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.18%
+$3.1 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$70.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$9.96 
WBD Warner Bros. Discovery, Inc.
+0.11%
+$0.15 
SHW The Sherwin-Williams Company
+0.11%
+$10.95 
SLV iShares Silver Trust
+0.1%
+$2.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$21 
CEG Constellation Energy Corporation
+0.09%
+$423.47 
BLD TopBuild Corp
0%
$0 
H5919C104
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
-10.82%
-$1,894.56 
SNPS Synopsys, Inc.
-10.46%
-$174.4 
NFLX Netflix, Inc.
-8.81%
-$917 
DJT Trump Media & Technology Group Corp.
-6.1%
-$51.13 
HOOD Robinhood Markets, Inc.
-4.91%
-$33,987.18 
META Meta Platforms Inc Class A
-4.51%
-$193,815.86 
AMAT Applied Materials, Inc.
-4.43%
-$1,466.15 
SOUN SoundHound AI Inc.
-4.28%
-$13.5 
RBLX Roblox Corporation
-3.15%
-$17 
LRCX Lam Research Corporation
-2.93%
-$188.2 
UBER Uber Technologies, Inc.
-2.61%
-$93,708.18 
TSLA Tesla, Inc.
-2.58%
-$12,273.44 
INTC Intel Corporation
-2.48%
-$14,450.4 
TXN Texas Instruments Inc
-2.42%
-$150,818.51 
GOOGL Alphabet Inc
-2.39%
-$622,085.53 
GOOG Alphabet Inc
-2.36%
-$7,444.85 
KO The Coca-Cola Company
-2.34%
-$5,749.11 
SPOT Spotify Technology S.A.
-2.25%
-$53.65 
GLW Corning Incorporated
-2.22%
-$7.04 
AMD Advanced Micro Devices, Inc.
-2.17%
-$5,445 
SHOP Shopify Inc.
-2.06%
-$178.02 
MSFT Microsoft Corp.
-2.01%
-$341,687.46 
ALLY Ally Financial Inc.
-2%
-$207.57 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$1,120.56 
PLTR Palantir Technologies Inc.
-1.9%
-$3,366 
DKNG DraftKings Inc.
-1.82%
-$1.81 
TTWO Take-Two Interactive Software, Inc.
-1.79%
-$85.9 
NXPI NXP Semiconductors N.V.
-1.75%
-$94.9 
CCL Carnival Corporation Ltd.
-1.75%
-$94 
NVDA NVIDIA Corporation
-1.74%
-$88,116.25 
V Visa Inc. Class A
-1.59%
-$244,403.88 
MPWR Monolithic Power Systems, Inc.
-1.57%
-$820.4 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$41.1 
KODK Eastman Kodak Company
-1.54%
-$3 
ANET Arista Networks, Inc.
-1.52%
-$153.9 
VUG Vanguard Growth ETF
-1.49%
-$61.92 
ADI Analog Devices, Inc.
-1.38%
-$282.96 
MA Mastercard Incorporated
-1.32%
-$26,644.13 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$241.28 
VOOG Vanguard S&P 500 Growth ETF
-1.28%
-$37.62 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$339.34 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$28.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$164.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.16%
-$1.37 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$1,014.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$85.68 
DIS The Walt Disney Company
-1.11%
-$223.11 
DHI D.R. Horton, Inc.
-1.07%
-$82.5 
AVGO Broadcom Inc.
-1.07%
-$259.35 
VGT Vanguard Information Technology ETF
-0.98%
-$80.28 
TT Trane Technologies plc
-0.9%
-$34.16 
SBUX Starbucks Corporation
-0.85%
-$12.88 
KKR KKR & Co. Inc.
-0.84%
-$13.76 
MRVL Marvell Technology, Inc.
-0.74%
-$411.6 
IEFA iShares Core MSCI EAFE ETF
-0.73%
-$110.05 
GM General Motors Company
-0.71%
-$101.75 
PWR Quanta Services Inc.
-0.67%
-$21.25 
IVR Invesco Mortgage Capital Inc.
-0.67%
-$98.67 
C Citigroup Inc.
-0.6%
-$68.37 
FICO Fair Isaac Corporation
-0.6%
-$44.88 
VOO Vanguard S&P 500 ETF
-0.6%
-$86.52 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$30.69 
IVV iShares Core S&P 500 ETF
-0.57%
-$225.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.56%
-$627.78 
AMZN Amazon.com Inc
-0.55%
-$104,034.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$35.15 
SHAK Shake Shack Inc.
-0.53%
-$0.32 
PTLC Pacer Trendpilot US Large Cap ETF
-0.53%
-$3,496.18 
RIVN Rivian Automotive, Inc.
-0.53%
-$1.8 
AAPL Apple Inc.
-0.44%
-$39,263.19 
LOW Lowe's Companies Inc.
-0.41%
-$2,109.36 
PHM PulteGroup Inc.
-0.37%
-$19 
CRM Salesforce Inc
-0.36%
-$27.68 
BX Blackstone Inc.
-0.29%
-$7.6 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$11.48 
SDIV Global X SuperDividend ETF
-0.22%
-$11.77 
VOT Vanguard Mid-Cap Growth ETF
-0.22%
-$3.9 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$3,313.62 
CELH Celsius Holdings Inc.
-0.2%
-$0.78 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$159.64 
ADBE Adobe Inc.
-0.19%
-$1,570.43 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.15%
-$1.87 
TTEK Tetra Tech, Inc.
-0.13%
-$6.97 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$68.87 
MCD McDonald's Corporation
-0.1%
-$5,550.95 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$368 
CAT Caterpillar Inc.
-0.09%
-$5,418.52 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$14.68 
XLF Financial Select Sector SPDR Fund
-0.04%
-$0.88 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$198.2 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 234/475 49% | Profit Factor 10.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,376.79 |
| Average Win $198,543.58 | Best Trade (Dec 31) $6.7M | Sharpe Ratio -1.09 |
| Average Loss -$19,251.82 | Worst Trade (Jul 15) -$882,796.84 | Z-Score -3.85 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1d | Expectancy $88,041.07 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
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Returns
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