LH
Lyle Hershey Portfolio
Invests via Master's Wealth Management Inc. | Managed by Lyle Hershey
Invests via Master's Wealth Management Inc.
Managed by Lyle Hershey
Automatically Tracked
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Investment Philosophy & Strategy
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
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:
30.21%
Gain +2.25%
Monthly
1.33%
Yearly
17.17%
Drawdown
13.2%
$337.12M
Equity
Holdings
$337.12M
Investment
$282.18M
$56.65M
Profit +$5.16M
Realized
$1.71M
Unrealized
$54.94M
Dividends
$8.29M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.25%
Profit
$5.16M
Win %
68%
This Week
Compared To Last Week
Gain
1.56%
Profit
$5.16M
Win %
68%
This Month
Compared to last month
Gain
1.9%
Profit
$6.27M
Win %
68%
This Year
Compared to last year
Gain
1.56%
Profit
$5.18M
Win %
67%
GSM Ferroglobe PLC
+8.72%
+$5,467.32 
FENC Fennec Pharmaceuticals Inc.
+6.78%
+$8,494.4 
MNKD MannKind Corporation
+5.66%
+$2,466.42 
DHI D.R. Horton, Inc.
+3.4%
+$8,488.77 
TXN Texas Instruments Inc
+2.76%
+$5,736.96 
CRS Carpenter Technology Corporation
+2.4%
+$5,237.12 
NVDA NVIDIA Corporation
+2.28%
+$5,918.13 
AMAT Applied Materials, Inc.
+2.24%
+$4,728 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$4,225.67 
LRCX Lam Research Corporation
+1.82%
+$17,508.44 
HD The Home Depot, Inc.
+1.74%
+$10,950.3 
AVGO Broadcom Inc.
+1.65%
+$13,715.22 
IBM International Business Machines Corporation
+1.59%
+$3,976.68 
GSK GSK plc Sponsored ADR
+1.57%
+$3,219.32 
AMGN Amgen Inc.
+1.51%
+$3,549.27 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$93,188.52 
GD General Dynamics Corporation
+1.33%
+$5,776.36 
FERG Ferguson Enterprises Inc
+1.32%
+$3,788.85 
CSL Carlisle Companies Inc.
+1.22%
+$2,782.02 
MS Morgan Stanley
+1.18%
+$4,457.88 
DISV Dimensional International Small Cap Equity Fund
+1.18%
+$51,141.27 
FENI Fidelity Enhanced International ETF
+1.06%
+$5,140.52 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$541,133.68 
JNJ Johnson & Johnson
+0.88%
+$3,624.75 
ABBV AbbVie Inc.
+0.83%
+$2,219.98 
PEG Public Service Enterprise Group Incorporated
+0.81%
+$1,751.31 
AMZN Amazon.com Inc
+0.8%
+$2,714.09 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,999.23 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,700.3 
PM Philip Morris International Inc.
+0.76%
+$2,009.3 
COP ConocoPhillips
+0.73%
+$3,377.05 
PLD Prologis Inc.
+0.69%
+$9,002.01 
NOC Northrop Grumman Corporation
+0.66%
+$1,839.77 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$594,465 
BLK BlackRock, Inc.
+0.63%
+$1,725.29 
LAMR Lamar Advertising Company
+0.62%
+$1,773.11 
VOO Vanguard S&P 500 ETF
+0.59%
+$2,717.37 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.52%
+$6,499.36 
DFGR Dimensional Global Real Estate ETF
+0.49%
+$4,969.73 
CSCO Cisco Systems, Inc.
+0.45%
+$2,425.68 
SNA Snap-on Inc.
+0.41%
+$3,370.45 
AEP American Electric Power Company, Inc.
+0.39%
+$839.37 
PH Parker-Hannifin Corporation
+0.38%
+$5,334.76 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$2,110 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$23,421.9 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$100,030.84 
JPM JPMorgan Chase & Co.
+0.33%
+$2,444.15 
META Meta Platforms Inc Class A
+0.33%
+$900.04 
AAPL Apple Inc.
+0.29%
+$12,496.36 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$18,238.78 
DUHP Dimensional US High Profitability ETF
+0.27%
+$69,293.13 
KO The Coca-Cola Company
+0.24%
+$1,009.42 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$71,497.91 
DFGP Dimensional Global Core Fixed Income Fund
+0.19%
+$4,033.4 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$1,757.98 
MRK Merck & Co., Inc.
+0.16%
+$441.42 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$45,470.61 
VZ Verizon Communications Inc.
+0.13%
+$710.27 
RF Regions Financial Corporation
+0.13%
+$1,561.16 
DGCB Dimensional Global Credit Fund
+0.12%
+$850.46 
ETN Eaton Corporation plc
+0.11%
+$254.41 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.1%
+$513.25 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.09%
+$4,318.48 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$208.2 
NEE NextEra Energy, Inc.
+0.06%
+$310.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$75 
MSFT Microsoft Corp.
+0.01%
+$68.27 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAT Caterpillar Inc.
-1.72%
-$13,581.1 
AFL Aflac Inc.
-1.63%
-$5,018.16 
AJG Arthur J. Gallagher & Co.
-1.54%
-$4,864.6 
CVX Chevron Corporation
-1.42%
-$3,291.04 
KMI Kinder Morgan, Inc.
-1.41%
-$5,885.44 
XOM Exxon Mobil Corporation
-1.22%
-$4,004.11 
GE General Electric Company
-1.2%
-$4,653 
AMD Advanced Micro Devices, Inc.
-1.19%
-$4,030.99 
GEV GE Vernova Inc.
-1.02%
-$2,147.98 
GOOGL Alphabet Inc
-0.98%
-$7,969.5 
CSX CSX Corporation
-0.87%
-$3,305.72 
PG Procter & Gamble Co
-0.82%
-$4,231.96 
PSX Phillips 66
-0.79%
-$6,001.66 
UNP Union Pacific Corporation
-0.78%
-$6,160.75 
FULT Fulton Financial Corporation
-0.7%
-$1,720.74 
WM Waste Management, Inc.
-0.58%
-$3,684.98 
HSY The Hershey Company
-0.41%
-$2,676.01 
WEC WEC Energy Group Inc.
-0.33%
-$1,848.24 
CME CME Group Inc.
-0.26%
-$1,094.36 
WMT Walmart Inc.
-0.22%
-$653.25 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$3,304.54 
PAYX Paychex Inc.
-0.07%
-$573.25 
LIN Linde plc
-0.05%
-$91.31 Events
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Dividends
Dividend Analysis
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| Trades 403 | Longs Won 267/403 66% | Profit Factor 19.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.25M |
| Average Win $223,934.29 | Best Trade (Aug 14) $18.91M | Sharpe Ratio -16.88 |
| Average Loss -$23,073.89 | Worst Trade (Sep 01) -$1M | Z-Score 7.73 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $140,576.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,583 | $3.46M | $4.26M | - | $799,430.08 | 23.13% | +0.294% |
| ABBV AbbVie Inc. | 1,099 | $241,619.19 | $270,233.11 | - | $28,613.92 | 11.84% | +0.828% |
| AEP American Electric Power Company, Inc. | 1,713 | $225,036.21 | $215,409.75 | - | -$9,626.46 | -4.28% | +0.391% |
| AFL Aflac Inc. | 2,436 | $268,618 | $303,525.6 | - | $34,907.6 | 13% | -1.626% |
| AJG Arthur J. Gallagher & Co. | 1,257 | $353,633.03 | $311,572.59 | - | -$42,060.44 | -11.89% | -1.537% |
| AMAT Applied Materials, Inc. | 400 | $288,843 | $215,720 | - | -$73,123 | -25.32% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 695 | $403,732 | $336,018.61 | - | -$67,713.39 | -16.77% | -1.185% |
| AMGN Amgen Inc. | 579 | $203,839.72 | $237,957.43 | - | $34,117.71 | 16.74% | +1.514% |
| AMZN Amazon.com Inc | 1,245 | $296,733 | $341,677.8 | - | $44,944.8 | 15.15% | +0.801% |
| ASML ASML Holding N.V. New York Registry Shares | 115 | $117,615.57 | $200,228.22 | - | $82,612.65 | 70.24% | +2.156% |
| AVGO Broadcom Inc. | 1,972 | $599,097.14 | $843,079.28 | - | $243,982.14 | 40.72% | +1.654% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,459 | $492,635.75 | $565,816.78 | - | $73,181.03 | 14.85% | +0.374% |
| BLK BlackRock, Inc. | 243 | $233,531.49 | $276,145.2 | - | $42,613.71 | 18.25% | +0.629% |
| BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | 46,424 | $1.2M | $1.27M | - | $64,217.97 | 5.34% | +0.516% |
| CAT Caterpillar Inc. | 922 | $345,881.02 | $776,536.04 | - | $430,655.02 | 124.51% | -1.719% |
| CME CME Group Inc. | 1,586 | $431,052.92 | $418,117.18 | - | -$12,935.74 | -3% | -0.261% |
| COP ConocoPhillips | 3,973 | $384,367.75 | $467,264.53 | - | $82,896.78 | 21.57% | +0.728% |
| CRS Carpenter Technology Corporation | 392 | $241,778 | $223,675.19 | - | -$18,102.81 | -7.49% | +2.398% |
| CSCO Cisco Systems, Inc. | 4,492 | $346,809.45 | $545,418.64 | - | $198,609.19 | 57.27% | +0.447% |
| CSL Carlisle Companies Inc. | 597 | $216,705 | $231,331.52 | - | $14,626.52 | 6.75% | +1.217% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lyle Hershey?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $1.74M, Dimensional U.S. Core Equity 2 ETF - $1.05M, Dimensional Core Fixed Income ETF - $1.04M, Dimensional Global Core Fixed Income Fund - $964,692.44, and Vanguard Intermediate-Term Treasury Fund - $816,400.58. 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: Arthur J. Gallagher & Co - $102,780.23, Intuit Inc - $89,514.8, Kenvue Inc - $73,975.69, Comcast Corp - $67,798.21, and Broadcom Inc - $62,251.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lyle Hershey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.29M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $1.72M, Dimensional U.S. Core Equity 2 ETF - $1.05M, Vanguard Intermediate-Term Treasury Fund - $816,400.58, Dimensional Core Fixed Income ETF - $647,563.2, and Dimensional Global Core Fixed Income Fund - $617,847.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lyle Hershey's monthly returns?
Lyle Hershey's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Lyle Hershey's strategy be considered aggressive or moderate?
Lyle Hershey'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 Lyle Hershey's strategy?
Lyle Hershey'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.
