LMR
Lindsay Marie Rider Portfolio
Invests via Obsidian Personal Planning Solutions LLC | Managed by Lindsay Marie Rider
Invests via Obsidian Personal Planning Solutions LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Lindsay Marie Rider Profile
Lindsay Marie Rider has built a distinguished career as an innovative entrepreneur and seasoned investor. With a keen eye for market opportunities, she specializes in launching startups that drive technological advancements across various sectors. Her leadership is characterized by strategic vision and a commitment to sustainability, positioning her ventures at the forefront of emerging industries. Over the years, Rider has successfully navigated complex business landscapes while fostering strong partnerships with other thought leaders and investors. This extensive network enhances her influence within entrepreneurial ecosystems, making her a pivotal figure for those looking to leverage innovative ideas into impactful businesses.
Lindsay Marie Rider has built a distinguished career as an innovative entrepreneur and seasoned investor. With a keen eye for market opportunities, she specializes in launching startups that drive technological advancements across various sectors. Her leadership is characterized by strategic vision and a commitment to sustainability, positioning her ventures at the forefront of emerging industries. Over the years, Rider has successfully navigated complex business landscapes while fostering strong partnerships with other thought leaders and investors. This extensive network enhances her influence within entrepreneurial ecosystems, making her a pivotal figure for those looking to leverage innovative ideas into impactful businesses.
Investment Philosophy & Strategy
The rapid evolution of technology presents unique opportunities, and Lindsay Marie Rider is adept at capitalizing on these trends through her entrepreneurial ventures. By focusing on innovation-driven startups, she leverages her extensive experience to cultivate businesses that prioritize sustainability and transformative growth. Her approach involves meticulous assessment of market dynamics combined with a bold commitment to challenging the status quo. Known for fostering synergies among diverse industry leaders, Rider positions her initiatives not just as participants in the market but as key influencers shaping future landscapes. With a strategic focus on long-term impact, she seeks investments that promise substantial societal value alongside financial returns.
The rapid evolution of technology presents unique opportunities, and Lindsay Marie Rider is adept at capitalizing on these trends through her entrepreneurial ventures. By focusing on innovation-driven startups, she leverages her extensive experience to cultivate businesses that prioritize sustainability and transformative growth. Her approach involves meticulous assessment of market dynamics combined with a bold commitment to challenging the status quo. Known for fostering synergies among diverse industry leaders, Rider positions her initiatives not just as participants in the market but as key influencers shaping future landscapes. With a strategic focus on long-term impact, she seeks investments that promise substantial societal value alongside financial returns.
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:
4.9%
Gain 0%
Monthly
0.26%
Yearly
3.22%
Drawdown
21.64%
$312.52M
Equity
Holdings
$312.52M
Investment
$250.49M
$61.42M
Profit +$16,755.15
Realized
-$7.37M
Unrealized
$68.79M
Dividends
$14.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
$16,755.15
Win %
84%
This Week
Compared To Last Week
Gain
0.01%
Profit
$16,755.15
Win %
84%
This Month
Compared to last month
Gain
-0.23%
Profit
-$722,785.69
Win %
84%
This Year
Compared to last year
Gain
8.25%
Profit
$23.81M
Win %
84%
CAMT Camtek Ltd.
+4.95%
+$35,367.4 
T AT&T Inc.
+2.52%
+$6,638.1 
VZ Verizon Communications Inc.
+2.49%
+$5,985.72 
JPM JPMorgan Chase & Co.
+2.31%
+$18,617.28 
AXP American Express Company
+2.18%
+$7,262.76 
RTM Invesco S&P 500 Equal Weight Materials ETF
+2.1%
+$49,640.22 
TFC Truist Financial Corporation
+1.93%
+$5,338.06 
XLB Materials Select Sector SPDR Fund
+1.87%
+$82,865.28 
TMUS T-Mobile US, Inc.
+1.76%
+$3,516.16 
UNP Union Pacific Corporation
+1.65%
+$8,822.34 
BX Blackstone Inc.
+1.58%
+$4,803.65 
BAC Bank of America Corporation
+1.56%
+$8,564.74 
DE Deere & Company
+1.55%
+$4,702.86 
BLK BlackRock, Inc.
+1.52%
+$3,762.48 
COF Capital One Financial Corporation
+1.48%
+$3,429.76 
CAT Caterpillar Inc.
+1.44%
+$22,062.72 
MAR Marriott International Inc. - Class A
+1.42%
+$12,062.75 
XLF Financial Select Sector SPDR Fund
+1.37%
+$44,015.76 
TXN Texas Instruments Inc
+1.35%
+$11,215.77 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$5,552.83 
ABBV AbbVie Inc.
+1.32%
+$5,555.92 
VLO Valero Energy Corporation
+1.2%
+$4,605 
LRCX Lam Research Corporation
+1.18%
+$11,630.22 
AFL Aflac Inc.
+1.16%
+$3,294 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$2,935.42 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$3,144.01 
JNJ Johnson & Johnson
+1.07%
+$7,068.82 
V Visa Inc. Class A
+1.05%
+$6,088.86 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$83,251.61 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,625.15 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$196,536.88 
VTV Vanguard Value ETF
+0.94%
+$168,385.24 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$3,015 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$133,029.38 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$13,286.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$3,607.36 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$60,484.05 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$8,325.19 
PG Procter & Gamble Co
+0.86%
+$2,611.12 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$5,349.11 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$3,361.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$7,863.78 
XLE Energy Select Sector SPDR Fund
+0.75%
+$44,505.86 
HD The Home Depot, Inc.
+0.73%
+$1,689.8 
MA Mastercard Incorporated
+0.71%
+$2,311.02 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,975.48 
VB Vanguard Small-Cap ETF
+0.7%
+$3,392.8 
COST Costco Wholesale Corporation
+0.68%
+$7,059.58 
YUM Yum! Brands, Inc.
+0.68%
+$1,782.56 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$1,739 
CGDV Capital Group Dividend Value ETF
+0.66%
+$3,815.68 
DTD WisdomTree U.S. Total Dividend Fund
+0.66%
+$2,426.58 
DUK Duke Energy Corporation
+0.63%
+$1,680.12 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$47,887.86 
VGT Vanguard Information Technology ETF
+0.58%
+$1,720.56 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,100.24 
VOO Vanguard S&P 500 ETF
+0.55%
+$8,972.71 
HON Honeywell International Inc.
+0.54%
+$2,593.36 
GOOGL Alphabet Inc
+0.53%
+$5,687.98 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$2,026.57 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,064.7 
GOOG Alphabet Inc
+0.45%
+$3,433.6 
WMT Walmart Inc.
+0.45%
+$1,245.78 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.43%
+$1,050.4 
CSX CSX Corporation
+0.42%
+$3,004.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$49,118.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,834.64 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$1,143.9 
PEP PepsiCo, Inc.
+0.38%
+$2,978.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$839 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$7,380 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$1,009.21 
WM Waste Management, Inc.
+0.3%
+$951.07 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$41,799.13 
XOM Exxon Mobil Corporation
+0.28%
+$1,493.98 
VUG Vanguard Growth ETF
+0.18%
+$5,332.5 
NVDA NVIDIA Corporation
+0.16%
+$502.72 
SHW The Sherwin-Williams Company
+0.13%
+$258.7 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$283.12 
CGGR Capital Group Growth ETF
+0.11%
+$11,886.85 
MSFT Microsoft Corp.
+0.1%
+$2,315.54 
IAU iShares Gold Trust
+0.08%
+$202.92 
GLD SPDR Gold Shares
+0.06%
+$146.3 
TJX The TJX Companies, Inc.
+0.04%
+$121.38 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$4,707.75 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$123.44 
JPIE JPMorgan Income ETF
+0.02%
+$2,987.49 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$1,548.49 
MCD McDonald's Corporation
+0.01%
+$63.46 
ABC AmerisourceBergen Corporation
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SHOP Shopify Inc.
-2.02%
-$2,653.7 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$183,284.55 
AAPL Apple Inc.
-1.52%
-$80,568 
MRK Merck & Co., Inc.
-1.42%
-$4,647.77 
LYFT Lyft Inc.
-1.24%
-$2,145.23 
AMZN Amazon.com Inc
-1.23%
-$18,618.34 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$3,962.26 
IBM International Business Machines Corporation
-0.95%
-$15,393.9 
AVGO Broadcom Inc.
-0.91%
-$4,567.5 
EUAD STOXX Europe Aerospace & Defense ETF
-0.77%
-$1,674.88 
CSCO Cisco Systems, Inc.
-0.6%
-$3,617.16 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,214.48 
MCK McKesson Corporation
-0.4%
-$1,337.65 
DHR Danaher Corporation
-0.38%
-$1,332.35 
RTX RTX Corporation
-0.37%
-$2,981.84 
META Meta Platforms Inc Class A
-0.26%
-$1,632.71 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$17,287.2 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.19%
-$459.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$15,971.06 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$6,090.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$253.68 
VHT Vanguard Health Care ETF
-0.12%
-$6,032.96 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$13,357.4 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.05%
-$112.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$57.02 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$5,892.6 
MUB iShares National Muni Bond ETF
-0.01%
-$21.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 822 | Longs Won 639/822 77% | Profit Factor 5.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $472,519.41 |
| Average Win $117,181.92 | Best Trade (Jun 14) $3.9M | Sharpe Ratio -24.38 |
| Average Loss -$73,573.72 | Worst Trade (Sep 30) -$9.15M | Z-Score 20.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 3d | Expectancy $74,714.43 |
| 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 | 4,255 | 3,830 | 3,404 | 2,979 | 2,553 | 2,128 | 1,702 | 1,277 | 851 | 426 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
