Sheila J. Lindsay Portfolio
Invests via Bensler LLC | Managed by Sheila J. Lindsay
Invests via Bensler LLC
Managed by Sheila J. Lindsay
Automatically Tracked
Sheila J. Lindsay Profile
Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.
Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.
Investment Philosophy & Strategy
With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.
With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.
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:
80.05%
Gain +2.33%
Monthly
0.98%
Yearly
12.44%
Drawdown
23.56%
$1.06B
Equity
Holdings
$1.06B
Investment
$785.93M
$273.7M
Profit +$14.64M
Realized
-$702,343.01
Unrealized
$274.41M
Dividends
$63.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.33%
Profit
$14.64M
Win %
85%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$16.69M
Win %
85%
This Month
Compared to last month
Gain
-4.18%
Profit
-$46.22M
Win %
85%
This Year
Compared to last year
Gain
9.49%
Profit
$91.92M
Win %
84%
EMR Emerson Electric Co.
+3.77%
+$91,676.92 
EME EMCOR Group, Inc.
+1.84%
+$9,145.43 
TTE TotalEnergies SE
+1.55%
+$3,311.88 
VRT Vertiv Holdings Co
+0.96%
+$57,787.2 
CTAS Cintas Corporation
+0.94%
+$140,814.45 
BWXT Bwx Technologies Inc.
+0.86%
+$67,284 
STX Seagate Technology Holdings plc
+0.58%
+$10,861.95 
NFLX Netflix, Inc.
+0.53%
+$788.04 
SHEL Shell plc
+0.2%
+$423.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.12%
+$494.76 
ABEV Ambev S.A.
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
+$0.01 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
ANET Arista Networks, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COR Cencora, Inc.
0%
+$0.06 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSQ Calamos Strategic Total Return Fund
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.04 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.12 
DVY iShares Select Dividend ETF
0%
+$0.03 
EMEQ Macquarie Focused Emerging Markets Equity ETF
0%
$0 
ENIC Enel Chile S.A.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
ETR Entergy Corporation
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
+$0.01 
FDN First Trust Dow Jones Internet Index Fund
0%
-$0.03 
FEGE First Eagle Global Equity ETF
0%
$0 
FELG Fidelity Enhanced Large Cap Growth ETF
0%
$0 
FELV Fidelity Enhanced Large Cap Value ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FLQL Franklin U.S. Large Cap Multisector Fund
0%
$0 
FLR Fluor Corporation
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
FNWB First Northwest Bancorp
0%
$0 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$1.99 
GD General Dynamics Corporation
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HFWA Heritage Financial Corporation
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IHF iShares U.S. Healthcare Providers ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
-$0.02 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.16 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
+$0.02 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.05 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KTCC Key Tronic Corporation
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
-$0.03 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.02 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PGR Progressive Corporation
0%
$0 
PHYL PGIM Active High Yield Bond ETF
0%
$0 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RECS Columbia Research Enhanced Core ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
ROKU Roku, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.1 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
-$0.01 
SHLD Global X Defense Tech ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPGI S&P Global Inc.
0%
+$0.01 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.03 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VST Vistra Corp
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.02 
VYM Vanguard High Dividend Yield ETF
0%
+$0.12 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.02 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
+$0.01 
XOM Exxon Mobil Corporation
0%
$0 
XYLD Global X S&P 500 Covered Call ETF
0%
$0 
ZAP Global X U.S. Electrification ETF
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$2.87M 
ORCL Oracle Corporation
-4.61%
-$8,526 
AMZN Amazon.com Inc
-4.57%
-$729,577.46 
META Meta Platforms Inc Class A
-3.36%
-$355,029.16 
APP AppLovin Corporation Class A Common Stock
-3.3%
-$7,504.63 
GS The Goldman Sachs Group, Inc.
-2.14%
-$14,346.25 
UBER Uber Technologies, Inc.
-2.02%
-$202,706.42 
GLD SPDR Gold Shares
-2%
-$28,066.8 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$44,037 
QQQM Invesco NASDAQ 100 ETF
-1.87%
-$113,027.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.75%
-$42,759.08 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.71%
-$223,557.84 
NVDA NVIDIA Corporation
-1.56%
-$906,347.75 
AER AerCap Holdings N.V.
-1.35%
-$85,629 
AAPL Apple Inc.
-1.3%
-$564,248.16 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$184,165.59 
VOO Vanguard S&P 500 ETF
-1.23%
-$28,148.16 
IDCC InterDigital, Inc.
-1.17%
-$2,117.01 
OKLO Oklo Inc.
-1.12%
-$4,226.5 
AVGO Broadcom Inc.
-1.09%
-$172,085.34 
SCHF Schwab International Equity ETF
-0.99%
-$6,606.36 
BAC Bank of America Corporation
-0.55%
-$1,603.44 
VB Vanguard Small-Cap ETF
-0.49%
-$2,213.28 
EVMO
-0.46%
-$194,768.92 
SPHY SPDR Portfolio High Yield Bond ETF
-0.39%
-$38,071.08 
VNQ Vanguard Real Estate ETF
-0.33%
-$928.28 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$8,617.44 
MCD McDonald's Corporation
-0.29%
-$512.83 
JRI Nuveen Real Asset Income and Growth Fund
-0.15%
-$263.1 
COST Costco Wholesale Corporation
-0.14%
-$13,655 
FCX Freeport-McMoRan Inc.
-0.01%
-$65.22 
FPWR First Trust EIP Power Solutions ETF
-0.01%
-$92.7 Events
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Dividends
Dividend Analysis
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| Trades 2668 | Longs Won 1695/2668 63% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $999,009.73 |
| Average Win $205,430.44 | Best Trade (Jul 24) $40.45M | Sharpe Ratio -11.09 |
| Average Loss -$76,568.66 | Worst Trade (Jul 30) -$5M | Z-Score 17.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $102,587.44 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Sheila J. Lindsay?
The largest contributions to the portfolio's profits come from the following stocks: Netflix, Inc - $7.02M, Global X U.S. Infrastructure Development ETF - $5.49M, Calamos Strategic Total Return Fund - $5.22M, Adams Diversified Equity Fund, Inc - $4.64M, and Janus Henderson AAA CLO ETF - $4.53M. 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: PayPal Holdings Inc - $2.44M, Meta Platforms Inc Class A - $2.17M, Liberty All Star Equity Fund - $1.89M, Block, Inc - $1.86M, and Illumina, Inc - $1.79M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sheila J. Lindsay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.54M earned over time. The largest contributors to dividend income include Calamos Strategic Total Return Fund - $5.22M, Adams Diversified Equity Fund, Inc - $4.69M, Janus Henderson AAA CLO ETF - $4.09M, First Trust TCW Unconstrained Plus Bond ETF - $3.33M, and SPDR Portfolio High Yield Bond ETF - $3.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheila J. Lindsay's monthly returns?
Sheila J. Lindsay'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 Sheila J. Lindsay's strategy be considered aggressive or moderate?
Sheila J. Lindsay'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 Sheila J. Lindsay's strategy?
Sheila J. Lindsay'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.
