Lynda Bartsch Portfolio
Invests via Chaney Capital Management, Inc. | Managed by Lynda Bartsch, Stephen J. Chaney
Invests via Chaney Capital Management, Inc.
Managed by Lynda Bartsch, Stephen J. Chaney
Automatically Tracked
Lynda Bartsch Profile
Seasoned investor and operating executive with cross‑sector experience in growth-stage healthcare and business services, Lynda Bartsch leverages operational leadership, board governance and deal execution to support scaling companies and portfolio value creation. Background includes capital raising, M&A and strategic transformations; known for governance discipline, commercial go‑to-market focus and partnering with management teams to accelerate revenue and margin expansion.
Seasoned investor and operating executive with cross‑sector experience in growth-stage healthcare and business services, Lynda Bartsch leverages operational leadership, board governance and deal execution to support scaling companies and portfolio value creation. Background includes capital raising, M&A and strategic transformations; known for governance discipline, commercial go‑to-market focus and partnering with management teams to accelerate revenue and margin expansion.
Investment Philosophy & Strategy
Adopts an operationally focused, value-creation growth investing approach targeting healthcare and B2B services. Prioritizes companies with scalable commercial models, clear paths to margin expansion, and seasoned management; deploys capital with board-level governance, hands-on go-to-market support, and disciplined M&A/inorganic options. Time horizon is multi-year scaling; risk managed via staged capital, milestone-driven governance, and portfolio diversification across adjacent service and health subsegments.
Adopts an operationally focused, value-creation growth investing approach targeting healthcare and B2B services. Prioritizes companies with scalable commercial models, clear paths to margin expansion, and seasoned management; deploys capital with board-level governance, hands-on go-to-market support, and disciplined M&A/inorganic options. Time horizon is multi-year scaling; risk managed via staged capital, milestone-driven governance, and portfolio diversification across adjacent service and health subsegments.
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:
80.4%
Gain -0.87%
Monthly
1.86%
Yearly
24.75%
Drawdown
24.11%
$324.32M
Equity
Holdings
$324.32M
Investment
$242.33M
$88.57M
Profit -$1.74M
Realized
$6.58M
Unrealized
$81.99M
Dividends
$9.48M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.74M
Win %
83%
This Week
Compared To Last Week
Gain
0.3%
Profit
$973,541.78
Win %
83%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.74M
Win %
83%
This Year
Compared to last year
Gain
-1.22%
Profit
-$3.1M
Win %
81%
MU Micron Technology, Inc.
+4.92%
+$22,283.15 
AMAT Applied Materials, Inc.
+4.29%
+$9,579.51 
NVDA NVIDIA Corporation
+3.03%
+$71,712.34 
CSCO Cisco Systems, Inc.
+2.87%
+$24,481.2 
WMT Walmart Inc.
+2.43%
+$4,914.25 
AMD Advanced Micro Devices, Inc.
+1.81%
+$11,666.52 
SBUX Starbucks Corporation
+1.72%
+$10,172.97 
SCHW Charles Schwab Corporation
+1.52%
+$52,217.6 
CAT Caterpillar Inc.
+1.45%
+$3,130.87 
VGT Vanguard Information Technology ETF
+1.19%
+$7,714.85 
FTEC Fidelity MSCI Information Technology Index ETF
+1.19%
+$3,045.12 
FNWB First Northwest Bancorp
+1.07%
+$1,578.72 
JPM JPMorgan Chase & Co.
+0.87%
+$2,301.61 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$232,747.81 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.72%
+$45,007.92 
COST Costco Wholesale Corporation
+0.56%
+$8,591.92 
SPEM SPDR Portfolio Emerging Markets ETF
+0.48%
+$107,384.5 
AMGN Amgen Inc.
+0.45%
+$1,658.17 
QDF FlexShares Quality Dividend Index Fund
+0.42%
+$991.77 
VTV Vanguard Value ETF
+0.42%
+$241,895.15 
JNJ Johnson & Johnson
+0.41%
+$1,951.48 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$20,176.04 
VUG Vanguard Growth ETF
+0.32%
+$164,400.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$1,286.21 
VOO Vanguard S&P 500 ETF
+0.25%
+$1,218.01 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$1,130.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$63,166.18 
MDT Medtronic plc
+0.09%
+$395.12 
IDHQ Invesco S&P International Developed Quality ETF
+0.06%
+$10,297.17 
META Meta Platforms Inc Class A
-3.38%
-$44,877.82 
MSFT Microsoft Corp.
-2.26%
-$320,255.96 
AMZN Amazon.com Inc
-1.83%
-$169,320.34 
TSLA Tesla, Inc.
-1.59%
-$11,670.58 
ROST Ross Stores, Inc.
-1.41%
-$5,621.24 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$57,403.56 
XYZ Block, Inc.
-1%
-$3,136.3 
V Visa Inc. Class A
-0.94%
-$4,488.01 
BA Boeing Company
-0.87%
-$5,002.1 
AAPL Apple Inc.
-0.87%
-$100,603.86 
NFLX Netflix, Inc.
-0.78%
-$2,296.22 
BRO Brown & Brown Inc.
-0.53%
-$4,128.32 
GOOG Alphabet Inc
-0.18%
-$1,823.85 
OBDC Blue Owl Capital Corporation
-0.09%
-$1,198.05 
GOOGL Alphabet Inc
-0.08%
-$10,154.82 
CRWD CrowdStrike Holdings, Inc.
-0.05%
-$132.95 Events
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Dividends
Dividend Analysis
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| Trades 290 | Longs Won 235/290 81% | Profit Factor 31.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $389,426.76 | Best Trade (Aug 28) $15M | Sharpe Ratio -9.45 |
| Average Loss -$53,595.06 | Worst Trade (Aug 19) -$405,895.43 | Z-Score 16.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $305,405.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,061 | 5,455 | 4,848 | 4,242 | 3,636 | 3,030 | 2,424 | 1,818 | 1,212 | 606 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,821 | $7.71M | $11.43M | - | $3.73M | 48.35% | -0.872% |
| AGG iShares Core U.S. Aggregate Bond ETF | 574,238 | $56.37M | $55.95M | - | -$420,213.72 | -0.75% | +0.113% |
| AMAT Applied Materials, Inc. | 425 | $307,275 | $232,963.76 | - | -$74,311.24 | -24.18% | +4.288% |
| AMD Advanced Micro Devices, Inc. | 1,355 | $310,731.23 | $654,370.14 | - | $343,638.91 | 110.59% | +1.815% |
| AMGN Amgen Inc. | 882 | $255,160.55 | $367,070.76 | - | $111,910.21 | 43.86% | +0.454% |
| AMZN Amazon.com Inc | 33,932 | $5.43M | $9.07M | - | $3.64M | 66.99% | -1.833% |
| BA Boeing Company | 2,452 | $619,917.09 | $566,902.4 | - | -$53,014.69 | -8.55% | -0.875% |
| BRK-B Berkshire Hathaway Inc. | 8,886 | $3.78M | $4.53M | - | $750,089.33 | 19.84% | -1.251% |
| BRO Brown & Brown Inc. | 10,864 | $772,539 | $771,995.84 | - | -$543.16 | -0.07% | -0.532% |
| CAT Caterpillar Inc. | 256 | $272,614 | $219,033.59 | - | -$53,580.41 | -19.65% | +1.45% |
| COST Costco Wholesale Corporation | 1,635 | $1.29M | $1.55M | - | $260,136.34 | 20.13% | +0.556% |
| CRWD CrowdStrike Holdings, Inc. | 1,108 | $211,389.78 | $245,732.24 | - | $34,342.46 | 16.25% | -0.054% |
| CSCO Cisco Systems, Inc. | 7,096 | $392,610.68 | $879,052.48 | - | $486,441.8 | 123.9% | +2.865% |
| FNWB First Northwest Bancorp | 13,156 | $208,501.47 | $148,399.68 | - | -$60,101.79 | -28.83% | +1.075% |
| FTEC Fidelity MSCI Information Technology Index ETF | 893 | $255,049 | $259,148.6 | - | $4,099.6 | 1.61% | +1.189% |
| GOOG Alphabet Inc | 2,895 | $443,410.26 | $991,161.15 | - | $547,750.89 | 123.53% | -0.184% |
| GOOGL Alphabet Inc | 39,060 | $5.48M | $13.42M | - | $7.94M | 144.75% | -0.076% |
| IDHQ Invesco S&P International Developed Quality ETF | 411,887 | $13.15M | $18.78M | - | $5.63M | 42.83% | +0.055% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 62,511 | $4.66M | $6.25M | - | $1.59M | 34.06% | +0.725% |
| JNJ Johnson & Johnson | 1,841 | $274,771.25 | $480,243.26 | - | $205,472.01 | 74.78% | +0.408% |
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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 Lynda Bartsch?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $4.91M, iShares Core U.S. Aggregate Bond ETF - $3.16M, Vanguard Value ETF - $2.8M, SPDR Portfolio Emerging Markets ETF - $978,057.76, and Vanguard High Dividend Yield ETF - $914,699.62. 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: Starbucks Corporation - $100,015.87, Snowflake Inc - $71,172.2, United Parcel Service, Inc - $53,104.67, Exxon Mobil Corporation - $38,324.25, and Netflix, Inc - $25,518.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynda Bartsch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.48M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $3.16M, Vanguard Value ETF - $2.41M, SPDR Portfolio Emerging Markets ETF - $969,859.85, Invesco S&P International Developed Quality ETF - $492,800.79, and Vanguard Growth ETF - $481,360.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynda Bartsch's monthly returns?
Lynda Bartsch'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 Lynda Bartsch's strategy be considered aggressive or moderate?
Lynda Bartsch's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Lynda Bartsch's strategy?
Lynda Bartsch'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.
