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:
96.03%
Gain -0.42%
Monthly
1.43%
Yearly
18.59%
Drawdown
24.47%
$312.15M
Equity
Holdings
$312.15M
Investment
$243.92M
$72.11M
Profit -$437,846.87
Realized
$3.88M
Unrealized
$68.23M
Dividends
$17.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$437,846.87
Win %
79%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$2.31M
Win %
79%
This Month
Compared to last month
Gain
-0.65%
Profit
-$2.05M
Win %
79%
This Year
Compared to last year
Gain
8.02%
Profit
$23.16M
Win %
79%
VLO Valero Energy Corporation
+3.72%
+$23,639.99 
XLE Energy Select Sector SPDR Fund
+2.52%
+$165,603.2 
XOM Exxon Mobil Corporation
+2.33%
+$13,920.07 
WMT Walmart Inc.
+1.97%
+$4,902.37 
MCD McDonald's Corporation
+1.54%
+$5,646.16 
HD The Home Depot, Inc.
+1.53%
+$3,106.26 
MAR Marriott International Inc. - Class A
+1.23%
+$9,361.98 
YUM Yum! Brands, Inc.
+1.13%
+$2,725.24 
PEP PepsiCo, Inc.
+1.11%
+$7,612.08 
V Visa Inc. Class A
+1.11%
+$7,510.74 
TMUS T-Mobile US, Inc.
+1.09%
+$1,951.05 
MA Mastercard Incorporated
+1.04%
+$3,942.72 
RTX RTX Corporation
+1.03%
+$8,134.22 
MCK McKesson Corporation
+0.83%
+$3,237.59 
AFL Aflac Inc.
+0.8%
+$2,208.2 
LYFT Lyft Inc.
+0.8%
+$1,577.37 
PG Procter & Gamble Co
+0.65%
+$1,973.74 
AAPL Apple Inc.
+0.56%
+$34,017.42 
SHOP Shopify Inc.
+0.43%
+$844.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$63,899.97 
COST Costco Wholesale Corporation
+0.42%
+$4,240 
SHW The Sherwin-Williams Company
+0.42%
+$826.61 
T AT&T Inc.
+0.41%
+$1,144.5 
IAU iShares Gold Trust
+0.39%
+$1,014.61 
GLD SPDR Gold Shares
+0.36%
+$904.4 
TXN Texas Instruments Inc
+0.29%
+$2,315.67 
VOE Vanguard Mid-Cap Value ETF
+0.27%
+$733.85 
CSX CSX Corporation
+0.25%
+$1,727.41 
MSFT Microsoft Corp.
+0.24%
+$7,467.75 
XLC Communication Services Select Sector SPDR Fund
+0.24%
+$697.68 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.17%
+$375.48 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.16%
+$19,393.43 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$1,164.78 
VZ Verizon Communications Inc.
+0.15%
+$358.12 
MEAR iShares Short Maturity Bond ETF
+0.08%
+$2,737.88 
DTD WisdomTree U.S. Total Dividend Fund
+0.07%
+$258.57 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.06%
+$4,802 
AGG iShares Core U.S. Aggregate Bond ETF
+0.05%
+$105.7 
ITA iShares U.S. Aerospace & Defense ETF
+0.04%
+$158.49 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.03%
+$2,561.58 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$1,548.49 
UNP Union Pacific Corporation
+0.01%
+$79.86 
JPIE JPMorgan Income ETF
+0.01%
+$1,493.74 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$30.86 
DHR Danaher Corporation
-2.4%
-$10,137.77 
JNJ Johnson & Johnson
-2.27%
-$16,308.41 
MRK Merck & Co., Inc.
-2.24%
-$8,697.57 
DE Deere & Company
-2.06%
-$7,213.92 
ABBV AbbVie Inc.
-1.92%
-$9,797.92 
BAC Bank of America Corporation
-1.91%
-$10,158.18 
VHT Vanguard Health Care ETF
-1.83%
-$102,560.32 
HON Honeywell International Inc.
-1.24%
-$2,800.39 
SPEM SPDR Portfolio Emerging Markets ETF
-1.11%
-$77,957.22 
CSCO Cisco Systems, Inc.
-1.06%
-$6,193.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.06%
-$11,096.62 
EUAD STOXX Europe Aerospace & Defense ETF
-1.06%
-$2,224.45 
AVGO Broadcom Inc.
-1.05%
-$5,161.29 
CAMT Camtek Ltd.
-1.04%
-$6,127.24 
XLU Utilities Select Sector SPDR Fund
-0.97%
-$2,620 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.93%
-$4,235.86 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.85%
-$118,432.2 
NVDA NVIDIA Corporation
-0.83%
-$3,110.58 
TJX The TJX Companies, Inc.
-0.8%
-$1,924.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.75%
-$16,297.5 
VBK Vanguard Small-Cap Growth ETF
-0.74%
-$2,214.15 
EFG iShares MSCI EAFE Growth ETF
-0.73%
-$82,385.62 
AXP American Express Company
-0.67%
-$2,121.35 
CAT Caterpillar Inc.
-0.66%
-$9,207.03 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.62%
-$1,470.56 
JPM JPMorgan Chase & Co.
-0.6%
-$5,111.35 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.6%
-$1,377.75 
COR Cencora, Inc.
-0.56%
-$1,511.58 
BLK BlackRock, Inc.
-0.53%
-$1,377.38 
VOT Vanguard Mid-Cap Growth ETF
-0.51%
-$2,293.28 
CGGR Capital Group Growth ETF
-0.5%
-$57,056.88 
XLK State Street Technology Select Sector SPDR ETF
-0.49%
-$5,183.64 
DUK Duke Energy Corporation
-0.48%
-$1,206.24 
TFC Truist Financial Corporation
-0.48%
-$1,198.34 
VGT Vanguard Information Technology ETF
-0.42%
-$1,412.4 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$81,177.97 
VOOG Vanguard S&P 500 Growth ETF
-0.4%
-$1,291.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$956.46 
VB Vanguard Small-Cap ETF
-0.39%
-$1,828.19 
BNY BlackRock New York Municipal Income Trust
-0.39%
-$1,615.9 
VUG Vanguard Growth ETF
-0.38%
-$12,442.5 
GOOG Alphabet Inc
-0.37%
-$2,746.88 
GOOGL Alphabet Inc
-0.36%
-$3,722.5 
AMZN Amazon.com Inc
-0.35%
-$5,723.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.35%
-$45,025.2 
META Meta Platforms Inc Class A
-0.35%
-$2,809.37 
WM Waste Management, Inc.
-0.34%
-$1,023.11 
RSPM Invesco S&P 500 Equal Weight Materials ETF
-0.32%
-$7,264.44 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.3%
-$24,323.84 
XLB Materials Select Sector SPDR Fund
-0.29%
-$12,084.52 
CGDV Capital Group Dividend Value ETF
-0.26%
-$1,550.12 
ESGU iShares ESG Aware MSCI USA ETF
-0.24%
-$566.48 
VOO Vanguard S&P 500 ETF
-0.22%
-$3,859.27 
IVV iShares Core S&P 500 ETF
-0.22%
-$1,296.2 
XAR SPDR S&P Aerospace & Defense ETF
-0.17%
-$16,172.13 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$638.62 
IWR iShares Russell Mid-Cap ETF
-0.15%
-$482.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.14%
-$569.97 
VO Vanguard Mid-Cap ETF
-0.09%
-$353.1 
COF Capital One Financial Corporation
-0.08%
-$204 
MUB iShares National Muni Bond ETF
-0.07%
-$151.76 
IBTH iShares iBonds Dec 2027 Term
-0.07%
-$17,677.81 
JMUB JPMorgan Municipal Bond ETF
-0.04%
-$1,522.58 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$81.77 
VTV Vanguard Value ETF
-0.04%
-$7,540.5 
LRCX Lam Research Corporation
-0.03%
-$271.13 
XLF Financial Select Sector SPDR Fund
-0.03%
-$917 
BX Blackstone Inc.
-0.03%
-$75.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$57.02 
IBM International Business Machines Corporation
-0.02%
-$235.86 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$3,339.35 
VOOV Vanguard S&P 500 Value ETF
-0.01%
-$35.25 
PRF Invesco FTSE RAFI US 1000 ETF
-0.01%
-$141.34 
MARM Ftv Estus Max Buff ETF March
-0.01%
-$11.46 
VYM Vanguard High Dividend Yield ETF
0%
-$20.89 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 627/822 76% | Profit Factor 19.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $356,683.94 |
| Average Win $121,362 | Best Trade (Oct 07) $4.3M | Sharpe Ratio -13.82 |
| Average Loss -$20,418.4 | Worst Trade (Oct 07) -$637,656.1 | Z-Score 16.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $87,727.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,904 | $2.54M | $6.06M | - | $3.52M | 138.52% | +0.564% |
| ABBV AbbVie Inc. | 1,877 | $268,457.82 | $499,544.78 | - | $231,086.96 | 86.08% | -1.924% |
| AFL Aflac Inc. | 2,440 | $210,458.45 | $277,293.8 | - | $66,835.35 | 31.76% | +0.803% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,114 | $211,928.5 | $199,477.04 | - | -$12,451.46 | -5.88% | +0.053% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 5,364 | $235,814.92 | $221,265 | - | -$14,549.92 | -6.17% | +0.17% |
| AMZN Amazon.com Inc | 6,290 | $869,280.6 | $1.63M | - | $759,892.3 | 87.42% | -0.35% |
| AVGO Broadcom Inc. | 1,305 | $216,104.69 | $486,184.27 | - | $270,079.58 | 124.98% | -1.05% |
| AXP American Express Company | 1,045 | $237,936.05 | $315,819.9 | - | $77,883.85 | 32.73% | -0.667% |
| BAC Bank of America Corporation | 9,959 | $306,437.7 | $522,847.5 | - | $216,409.8 | 70.62% | -1.906% |
| BLK BlackRock, Inc. | 244 | $284,472.28 | $259,612.34 | - | -$24,859.94 | -8.74% | -0.528% |
| BNY BlackRock New York Municipal Income Trust | 2,938 | $211,124.68 | $417,695.46 | - | $206,570.78 | 97.84% | -0.385% |
| BRK-B Berkshire Hathaway Inc. | 1,438 | $449,584.93 | $729,152.28 | - | $279,567.35 | 62.18% | +0.16% |
| BSV Vanguard Short-Term Bond ETF | 2,604 | $200,567.83 | $198,746.65 | - | -$1,821.18 | -0.91% | -0.041% |
| BX Blackstone Inc. | 2,515 | $222,162.75 | $281,177 | - | $59,014.25 | 26.56% | -0.027% |
| CAMT Camtek Ltd. | 3,878 | $109,941.3 | $584,104.36 | - | $474,163.06 | 431.29% | -1.038% |
| CAT Caterpillar Inc. | 1,705 | $443,840.3 | $1.38M | - | $934,532.85 | 210.56% | -0.664% |
| CGDV Capital Group Dividend Value ETF | 11,924 | $403,611.61 | $588,807.12 | - | $185,195.51 | 45.88% | -0.263% |
| CGGR Capital Group Growth ETF | 237,737 | $7.93M | $11.43M | - | $3.5M | 44.16% | -0.497% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 114,079 | $6.4M | $12.18M | - | $5.78M | 90.26% | +0.16% |
| COF Capital One Financial Corporation | 1,275 | $271,269 | $249,581.25 | - | -$21,687.75 | -7.99% | -0.082% |
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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: SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.36M, Vanguard Value ETF - $1.94M, Schwab U.S. Dividend Equity ETF - $1.64M, iShares iBonds Dec 2027 Term - $1.14M, and JPMorgan Income ETF - $1.14M. 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: SPDR S&P Biotech ETF - $55,167.42, Aon plc - $47,258.31, Valero Energy Corporation - $40,815, Lockheed Martin Corporation - $34,887.12, and United Parcel Service, Inc - $32,770.15. 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 $17.22M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.3M, Vanguard Value ETF - $1.29M, iShares iBonds Dec 2027 Term - $1.14M, JPMorgan Income ETF - $1.14M, and Schwab U.S. Dividend Equity ETF - $1.05M. 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 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 Lindsay Marie Rider's strategy be considered aggressive or moderate?
Lindsay Marie Rider's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Lindsay Marie Rider's strategy?
Lindsay Marie Rider'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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