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:
82.05%
Gain +0.32%
Monthly
1.8%
Yearly
23.96%
Drawdown
24.18%
$325.88M
Equity
Holdings
$325.88M
Investment
$242.29M
$90.19M
Profit +$632,918.95
Realized
$6.6M
Unrealized
$83.59M
Dividends
$10.21M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$632,918.95
Win %
80%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$2.31M
Win %
80%
This Month
Compared to last month
Gain
0.97%
Profit
$3.13M
Win %
80%
This Year
Compared to last year
Gain
-0.75%
Profit
-$1.55M
Win %
80%
BRO Brown & Brown Inc.
+5.26%
+$37,046.24 
XYZ Block, Inc.
+4.25%
+$12,783.4 
NFLX Netflix, Inc.
+3.08%
+$8,591.03 
AMGN Amgen Inc.
+2.9%
+$10,888.3 
SBUX Starbucks Corporation
+2.48%
+$12,841.29 
WMT Walmart Inc.
+2.27%
+$4,708.74 
ROST Ross Stores, Inc.
+2.21%
+$8,037.11 
OBDC Blue Owl Capital Corporation
+2.18%
+$26,357.1 
V Visa Inc. Class A
+2.07%
+$10,692.01 
JNJ Johnson & Johnson
+1.31%
+$6,130.53 
BA Boeing Company
+1.14%
+$5,149.2 
IDHQ Invesco S&P International Developed Quality ETF
+0.98%
+$175,051.98 
MSFT Microsoft Corp.
+0.87%
+$131,282.43 
MDT Medtronic plc
+0.87%
+$4,049.98 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$3,904.5 
VTV Vanguard Value ETF
+0.71%
+$406,594.04 
GOOGL Alphabet Inc
+0.58%
+$78,900.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.55%
+$298,603.76 
GOOG Alphabet Inc
+0.52%
+$5,182.08 
COST Costco Wholesale Corporation
+0.45%
+$7,144.95 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$25,886.32 
QDF FlexShares Quality Dividend Index Fund
+0.42%
+$979.05 
FNWB First Northwest Bancorp
+0.41%
+$526.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$16,661.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$773.9 
MU Micron Technology, Inc.
+0.18%
+$859.65 
VOO Vanguard S&P 500 ETF
+0.12%
+$584.65 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.1%
+$5,625.99 
AAPL Apple Inc.
+0.06%
+$7,564.58 
CSCO Cisco Systems, Inc.
-4.06%
-$32,712.56 
AMAT Applied Materials, Inc.
-3.86%
-$7,333.37 
AMD Advanced Micro Devices, Inc.
-3.72%
-$28,780.21 
SCHW Charles Schwab Corporation
-2.96%
-$91,062.4 
CRWD CrowdStrike Holdings, Inc.
-2.66%
-$7,334.95 
CAT Caterpillar Inc.
-2.44%
-$4,677.11 
NVDA NVIDIA Corporation
-1.59%
-$38,413.46 
TSLA Tesla, Inc.
-1.31%
-$10,591.62 
VGT Vanguard Information Technology ETF
-0.96%
-$6,366.1 
FTEC Fidelity MSCI Information Technology Index ETF
-0.93%
-$2,424.49 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$176,889.11 
JPM JPMorgan Chase & Co.
-0.38%
-$938.24 
META Meta Platforms Inc Class A
-0.36%
-$5,955.62 
VUG Vanguard Growth ETF
-0.34%
-$182,015.26 
SPEM SPDR Portfolio Emerging Markets ETF
-0.32%
-$70,873.77 
AMZN Amazon.com Inc
-0.11%
-$9,670.69 Events
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Dividends
Dividend Analysis
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No Data
| Trades 289 | Longs Won 231/289 79% | Profit Factor 26.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $405,525.76 | Best Trade (Oct 14) $15.81M | Sharpe Ratio -15.03 |
| Average Loss -$60,063.51 | Worst Trade (Oct 14) -$816,045.34 | Z-Score 13.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $312,085.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,821 | $7.71M | $12.98M | - | $5.27M | 68.43% | +0.058% |
| AGG iShares Core U.S. Aggregate Bond ETF | 574,238 | $56.37M | $54.75M | - | -$1.62M | -2.87% | +0.548% |
| AMAT Applied Materials, Inc. | 425 | $307,275 | $182,484.37 | - | -$124,790.63 | -40.61% | -3.863% |
| AMD Advanced Micro Devices, Inc. | 1,355 | $310,731.23 | $744,680.9 | - | $433,949.67 | 139.65% | -3.721% |
| AMGN Amgen Inc. | 882 | $255,160.55 | $386,717.31 | - | $131,556.76 | 51.56% | +2.897% |
| AMZN Amazon.com Inc | 33,932 | $5.43M | $8.61M | - | $3.18M | 58.57% | -0.112% |
| BA Boeing Company | 2,452 | $619,917.09 | $457,935.52 | - | -$161,981.57 | -26.13% | +1.137% |
| BRK-B Berkshire Hathaway Inc. | 8,886 | $3.78M | $4.69M | - | $912,747.38 | 24.14% | +0.356% |
| BRO Brown & Brown Inc. | 10,864 | $772,539 | $741,033.44 | - | -$31,505.56 | -4.08% | +5.262% |
| CAT Caterpillar Inc. | 256 | $272,614 | $187,061.76 | - | -$85,552.24 | -31.38% | -2.439% |
| COST Costco Wholesale Corporation | 1,635 | $1.29M | $1.61M | - | $320,296.15 | 24.78% | +0.445% |
| CRWD CrowdStrike Holdings, Inc. | 1,108 | $211,389.78 | $268,878.36 | - | $57,488.58 | 27.2% | -2.656% |
| CSCO Cisco Systems, Inc. | 7,096 | $392,610.68 | $773,676.88 | - | $381,066.2 | 97.06% | -4.057% |
| FNWB First Northwest Bancorp | 13,156 | $208,501.47 | $128,007.88 | - | -$80,493.59 | -38.61% | +0.413% |
| FTEC Fidelity MSCI Information Technology Index ETF | 893 | $255,049 | $259,295.94 | - | $4,246.94 | 1.67% | -0.926% |
| GOOG Alphabet Inc | 2,895 | $443,410.26 | $1M | - | $556,638.54 | 125.54% | +0.521% |
| GOOGL Alphabet Inc | 39,060 | $5.48M | $13.66M | - | $8.18M | 149.11% | +0.581% |
| IDHQ Invesco S&P International Developed Quality ETF | 411,887 | $13.15M | $18.03M | - | $4.88M | 37.13% | +0.98% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 62,511 | $4.66M | $5.89M | - | $1.23M | 26.3% | +0.096% |
| JNJ Johnson & Johnson | 1,841 | $274,771.25 | $473,578.84 | - | $198,807.59 | 72.35% | +1.311% |
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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 - $4.96M, iShares Core U.S. Aggregate Bond ETF - $3.36M, Vanguard Value ETF - $3.06M, SPDR Portfolio Emerging Markets ETF - $978,057.76, and Vanguard High Dividend Yield ETF - $948,462.13. 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 $10.21M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $3.35M, Vanguard Value ETF - $2.67M, SPDR Portfolio Emerging Markets ETF - $969,859.85, Invesco S&P International Developed Quality ETF - $540,167.8, and Vanguard Growth ETF - $534,790.68. 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.
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