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:
96.23%
Gain +5.24%
Monthly
1.62%
Yearly
21.32%
Drawdown
24.47%
$320.79M
Equity
Holdings
$320.79M
Investment
$243.92M
$80.75M
Profit +$6.46M
Realized
$3.88M
Unrealized
$76.87M
Dividends
$16.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.24%
Profit
$6.46M
Win %
84%
This Week
Compared To Last Week
Gain
2.3%
Profit
$7.2M
Win %
84%
This Month
Compared to last month
Gain
2.3%
Profit
$7.2M
Win %
84%
This Year
Compared to last year
Gain
11%
Profit
$31.8M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$226,943.14 
GOOG Alphabet Inc
+6.88%
+$49,293.62 
GOOGL Alphabet Inc
+6.73%
+$66,915.66 
META Meta Platforms Inc Class A
+3.28%
+$19,907.67 
MSFT Microsoft Corp.
+3.02%
+$78,846.12 
NVDA NVIDIA Corporation
+2.93%
+$8,970.42 
CSCO Cisco Systems, Inc.
+2.14%
+$12,040.65 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$206,483.33 
LYFT Lyft Inc.
+1.99%
+$3,911.89 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,289.44 
VZ Verizon Communications Inc.
+1.52%
+$3,581.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$170,891.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,221.76 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,169.7 
VUG Vanguard Growth ETF
+1.1%
+$33,061.5 
XLE Energy Select Sector SPDR Fund
+1%
+$61,066.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,786 
UNP Union Pacific Corporation
+0.92%
+$5,329.34 
IBM International Business Machines Corporation
+0.86%
+$11,265.06 
MCD McDonald's Corporation
+0.82%
+$3,489.22 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$52,419.51 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$84,178.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,722.42 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,569.74 
CAT Caterpillar Inc.
+0.7%
+$9,667.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,880.96 
CGGR Capital Group Growth ETF
+0.65%
+$68,943.73 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,694.33 
CGDV Capital Group Dividend Value ETF
+0.63%
+$3,696.44 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,984.34 
HON Honeywell International Inc.
+0.47%
+$1,242.2 
CSX CSX Corporation
+0.42%
+$3,154.41 
RTX RTX Corporation
+0.39%
+$3,683.4 
VLO Valero Energy Corporation
+0.38%
+$1,785 
AVGO Broadcom Inc.
+0.37%
+$1,879.2 
PG Procter & Gamble Co
+0.37%
+$1,089.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,674.68 
BAC Bank of America Corporation
+0.36%
+$2,190.98 
MRK Merck & Co., Inc.
+0.32%
+$1,114.41 
JPM JPMorgan Chase & Co.
+0.27%
+$2,420.5 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$994.5 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$926.28 
JNJ Johnson & Johnson
+0.21%
+$1,474.99 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$2,826.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$27,523.32 
T AT&T Inc.
+0.17%
+$457.8 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$734.49 
EUAD STOXX Europe Aerospace & Defense ETF
+0.13%
+$314.04 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$262.9 
WM Waste Management, Inc.
+0.1%
+$317.02 
AFL Aflac Inc.
+0.09%
+$292.8 
WMT Walmart Inc.
+0.09%
+$230.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$30.86 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$439,006.08 
SHOP Shopify Inc.
-4.29%
-$6,247.5 
CAMT Camtek Ltd.
-3.48%
-$18,498.02 
ABBV AbbVie Inc.
-2.51%
-$12,144.19 
YUM Yum! Brands, Inc.
-2.37%
-$6,376.08 
XLB Materials Select Sector SPDR Fund
-2.34%
-$104,444.78 
RSPM Invesco S&P 500 Equal Weight Materials ETF
-1.89%
-$45,402.75 
LRCX Lam Research Corporation
-1.58%
-$12,741.73 
GLD SPDR Gold Shares
-1.49%
-$3,737.29 
IAU iShares Gold Trust
-1.46%
-$3,821.66 
TJX The TJX Companies, Inc.
-1.21%
-$3,329.26 
SHW The Sherwin-Williams Company
-1.16%
-$2,517.68 
DE Deere & Company
-1.13%
-$3,617.59 
TXN Texas Instruments Inc
-1.08%
-$8,425.86 
MCK McKesson Corporation
-1.08%
-$3,970.32 
XOM Exxon Mobil Corporation
-0.97%
-$5,575.32 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$2,087.5 
VHT Vanguard Health Care ETF
-0.76%
-$41,520.78 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$87,564.15 
MA Mastercard Incorporated
-0.74%
-$2,830.5 
BLK BlackRock, Inc.
-0.73%
-$1,947.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$100,318.76 
MAR Marriott International Inc. - Class A
-0.71%
-$5,657.79 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,030.5 
DUK Duke Energy Corporation
-0.67%
-$1,809.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$14,452.38 
DHR Danaher Corporation
-0.61%
-$2,297.89 
COF Capital One Financial Corporation
-0.54%
-$1,440.76 
PEP PepsiCo, Inc.
-0.46%
-$3,530.24 
HD The Home Depot, Inc.
-0.42%
-$986.91 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$1,024.13 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$36,495.01 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$35,862.12 
VGT Vanguard Information Technology ETF
-0.38%
-$1,104.24 
AXP American Express Company
-0.38%
-$1,327.14 
TMUS T-Mobile US, Inc.
-0.36%
-$675.35 
TFC Truist Financial Corporation
-0.33%
-$925.98 
COR Cencora, Inc.
-0.28%
-$760.07 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$934.65 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$800.41 
VTV Vanguard Value ETF
-0.27%
-$49,425.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$528.5 
BX Blackstone Inc.
-0.25%
-$804.82 
COST Costco Wholesale Corporation
-0.24%
-$2,416.77 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$652.31 
VB Vanguard Small-Cap ETF
-0.22%
-$1,086.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,989.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$971.28 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$552.26 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$455.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$828.48 
MUB iShares National Muni Bond ETF
-0.11%
-$260.16 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$4,187.1 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,667.98 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$20,036.1 
JPIE JPMorgan Income ETF
-0.09%
-$11,949.96 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$6,841.08 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$156.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$142.55 
VO Vanguard Mid-Cap ETF
-0.05%
-$188.32 
V Visa Inc. Class A
-0.04%
-$255.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5,695.26 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1,548.34 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 647/822 78% | Profit Factor 36.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,711.94 |
| Average Win $128,313.74 | Best Trade (Aug 10) $4.23M | Sharpe Ratio -13.82 |
| Average Loss -$12,985.32 | Worst Trade (Aug 03) -$288,097.63 | Z-Score 26.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $98,231.83 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.19M, Vanguard Value ETF - $1.86M, Schwab U.S. Dividend Equity ETF - $1.51M, JPMorgan Income ETF - $1.07M, and iShares iBonds Dec 2027 Term - $1.06M. 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 $16.17M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.13M, Vanguard Value ETF - $1.21M, JPMorgan Income ETF - $1.07M, iShares iBonds Dec 2027 Term - $1.06M, and SPDR Portfolio Developed World ex-US ETF - $1.01M. 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.
