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:
1.85%
Gain
Monthly
0.06%
Yearly
0.73%
Drawdown
42.91%
$319.48M
Equity
Holdings
$319.48M
Investment
$237.23M
$84.33M
Profit -$1.68M
Realized
$2.08M
Unrealized
$82.25M
Dividends
$9.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.68M
Win %
82%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$819,891.27
Win %
82%
This Month
Compared to last month
Gain
0.54%
Profit
$1.71M
Win %
82%
This Year
Compared to last year
Gain
12.63%
Profit
$35.82M
Win %
81%
BRO Brown & Brown Inc.
+4.62%
+$33,569.76 
MDT Medtronic plc
+3.7%
+$14,718.22 
AMGN Amgen Inc.
+3.13%
+$9,492.12 
ROST Ross Stores, Inc.
+3.04%
+$10,854.99 
SBUX Starbucks Corporation
+2.86%
+$16,743.86 
COST Costco Wholesale Corporation
+2.6%
+$39,216.83 
WMT Walmart Inc.
+2.49%
+$5,003.6 
V Visa Inc. Class A
+1.94%
+$8,827.49 
MSFT Microsoft Corp.
+1.78%
+$196,263.54 
JNJ Johnson & Johnson
+1.34%
+$6,068.7 
CVX Chevron Corporation
+1.26%
+$2,633.4 
AAPL Apple Inc.
+1.25%
+$156,882.81 
XOM Exxon Mobil Corporation
+1.01%
+$1,759.46 
OBDC Blue Owl Capital Corporation
+0.59%
+$7,787.32 
SQ Block, Inc.
+0.57%
+$1,865.9 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$2,291.32 
FNWB First Northwest Bancorp
+0.33%
+$526.24 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$13,821.75 
VTV Vanguard Value ETF
+0.26%
+$146,342.19 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$15,436.77 
GOOG Alphabet Inc
+0.22%
+$2,368.34 
GOOGL Alphabet Inc
+0.17%
+$25,157.39 
AMD Advanced Micro Devices, Inc.
-6.78%
-$46,298.1 
CSCO Cisco Systems, Inc.
-2.89%
-$22,438.81 
NVDA NVIDIA Corporation
-2.73%
-$62,591.13 
VGT Vanguard Information Technology ETF
-2.25%
-$14,127.04 
META Meta Platforms Inc Class A
-1.85%
-$28,237.99 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$351,736 
TSLA Tesla, Inc.
-1.41%
-$12,426.58 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$286,029.14 
BA Boeing Company
-1.1%
-$5,884.8 
VUG Vanguard Growth ETF
-1.03%
-$632,134.8 
JPM JPMorgan Chase & Co.
-0.99%
-$2,514.18 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.86%
-$48,927.45 
IDHQ Invesco S&P International Developed Quality ETF
-0.7%
-$119,545.23 
SCHW Charles Schwab Corporation
-0.5%
-$16,329.1 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,970.29 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,798.5 
AMZN Amazon.com Inc
-0.14%
-$12,220.9 
QDF FlexShares Quality Dividend Index Fund
-0.01%
-$23.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$3,397.63 Events
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Dividends
Dividend Analysis
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| Trades 256 | Longs Won 206/256 80% | Profit Factor 48.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $418,045.38 | Best Trade (Jul 15) $18.55M | Sharpe Ratio -15.97 |
| Average Loss -$35,759.93 | Worst Trade (Jul 10) -$341,700 | Z-Score 14.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $329,411.53 |
| 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% | 0.02% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
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