Anna Christine Portfolio
Invests via Golden Reserve Retirement LLC | Managed by Anna Christine
Invests via Golden Reserve Retirement LLC
Managed by Anna Christine
Automatically Tracked
Experienced investor and operator focused on growth-stage technology and consumer internet companies. Anna Christine brings operating experience from scaling product and go-to-market teams, and has worked with venture capital and angel syndicates to source and advise early-stage startups. Prior roles span product management and corporate development at mid-cap tech firms, complemented by mentorship in accelerator programs. Investment themes include SaaS, marketplaces and consumer platforms with emphasis on unit economics and founder-market fit.
Experienced investor and operator focused on growth-stage technology and consumer internet companies. Anna Christine brings operating experience from scaling product and go-to-market teams, and has worked with venture capital and angel syndicates to source and advise early-stage startups. Prior roles span product management and corporate development at mid-cap tech firms, complemented by mentorship in accelerator programs. Investment themes include SaaS, marketplaces and consumer platforms with emphasis on unit economics and founder-market fit.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer internet companies, prioritizing founder–market fit and durable unit economics. Prefers SaaS, marketplaces and consumer platforms where product-led growth and repeatable go-to-market motion can be scaled. Capital allocation favors staged investments with reserves for follow-ons, a medium to long-term horizon and disciplined KPI-driven underwriting. Investment edge is hands-on operating support—scaling product, metrics-driven GTM and unit-economics optimization to de-risk maturation.
Focuses on growth-stage technology and consumer internet companies, prioritizing founder–market fit and durable unit economics. Prefers SaaS, marketplaces and consumer platforms where product-led growth and repeatable go-to-market motion can be scaled. Capital allocation favors staged investments with reserves for follow-ons, a medium to long-term horizon and disciplined KPI-driven underwriting. Investment edge is hands-on operating support—scaling product, metrics-driven GTM and unit-economics optimization to de-risk maturation.
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:
49.86%
Gain +1%
Monthly
2.41%
Yearly
32.98%
Drawdown
12.84%
$575.33M
Equity
Holdings
$575.33M
Investment
$447.77M
$129.45M
Profit +$3.63M
Realized
$1.89M
Unrealized
$127.56M
Dividends
$6.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$3.63M
Win %
69%
This Week
Compared To Last Week
Gain
0.64%
Profit
$3.63M
Win %
69%
This Month
Compared to last month
Gain
3.42%
Profit
$19.04M
Win %
69%
This Year
Compared to last year
Gain
18.71%
Profit
$90.66M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$345,213.34 
GOOG Alphabet Inc
+6.88%
+$114,046.05 
GOOGL Alphabet Inc
+6.73%
+$121,180.71 
META Meta Platforms Inc Class A
+3.28%
+$35,819.66 
MSFT Microsoft Corp.
+3.02%
+$92,752.13 
NVDA NVIDIA Corporation
+2.93%
+$127,590.11 
CVX Chevron Corporation
+2.35%
+$13,673 
CSCO Cisco Systems, Inc.
+2.14%
+$13,816.98 
CRM Salesforce Inc
+1.83%
+$4,405.6 
ORCL Oracle Corporation
+1.81%
+$4,987.29 
ACN Accenture plc Class A
+1.61%
+$3,984.47 
PH Parker-Hannifin Corporation
+1.43%
+$3,407.53 
GE General Electric Company
+1.42%
+$6,015.88 
WFC Wells Fargo & Company
+1.19%
+$4,309.5 
AMAT Applied Materials, Inc.
+1.18%
+$4,902.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1.54M 
UNP Union Pacific Corporation
+0.92%
+$3,051.82 
IBM International Business Machines Corporation
+0.86%
+$2,536.45 
MCD McDonald's Corporation
+0.82%
+$3,799.42 
TSLA Tesla, Inc.
+0.76%
+$5,914.11 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.73%
+$7,483.54 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,338.85 
CAT Caterpillar Inc.
+0.7%
+$2,846.33 
PLTR Palantir Technologies Inc.
+0.65%
+$2,130.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$480,230.4 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.62%
+$8,335.4 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.56%
+$7,003.18 
APH Amphenol Corporation
+0.55%
+$1,830.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$770,719.32 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.52%
+$8,597.4 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.48%
+$7,435.06 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,629.79 
RTX RTX Corporation
+0.39%
+$1,233.12 
AVGO Broadcom Inc.
+0.37%
+$6,626.88 
PG Procter & Gamble Co
+0.37%
+$1,549.72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,474.48 
BAC Bank of America Corporation
+0.36%
+$2,466.64 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.35%
+$1,338.51 
MRK Merck & Co., Inc.
+0.32%
+$1,079.97 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$767 
JPM JPMorgan Chase & Co.
+0.27%
+$2,925.28 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$1,431.22 
JNJ Johnson & Johnson
+0.21%
+$1,431.53 
CMI Cummins Inc.
+0.19%
+$599.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$137,259.24 
T AT&T Inc.
+0.17%
+$361 
MS Morgan Stanley
+0.17%
+$910.81 
ISRG Intuitive Surgical, Inc.
+0.1%
+$170.64 
C Citigroup Inc.
+0.1%
+$398.03 
WMT Walmart Inc.
+0.09%
+$517.21 
ABT Abbott Laboratories
+0.09%
+$322.29 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$418.56 
AEP American Electric Power Company, Inc.
+0.06%
+$143.15 
DIS The Walt Disney Company
+0.03%
+$93.3 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 ONEZ
ONEZ
0%
$0 
AAPL Apple Inc.
-7.35%
-$324,791.92 
SYK Stryker Corporation
-6.42%
-$15,772.04 
LIN Linde plc
-5.95%
-$20,728.11 
MU Micron Technology, Inc.
-5.9%
-$56,741.31 
ABBV AbbVie Inc.
-2.51%
-$11,794.81 
BA Boeing Company
-2.15%
-$5,112.23 
NFLX Netflix, Inc.
-2%
-$4,937.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$17,796.28 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,685.1 
LRCX Lam Research Corporation
-1.58%
-$8,793.72 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.24%
-$13,532.05 
NEE NextEra Energy, Inc.
-1.15%
-$2,566.41 
TXN Texas Instruments Inc
-1.08%
-$3,968.31 
LOW Lowe's Companies Inc.
-1.08%
-$2,880.63 
INTC Intel Corporation
-1.02%
-$4,587.69 
KO The Coca-Cola Company
-1.02%
-$5,198.4 
UPS United Parcel Service, Inc.
-1%
-$2,425.5 
XOM Exxon Mobil Corporation
-0.97%
-$6,210.27 
PGR Progressive Corporation
-0.87%
-$4,815.54 
GILD Gilead Sciences Inc.
-0.81%
-$1,602.85 
MCO Moody's Corporation
-0.81%
-$3,305.77 
SPGI S&P Global Inc.
-0.74%
-$2,502.06 
MA Mastercard Incorporated
-0.74%
-$3,417 
BLK BlackRock, Inc.
-0.73%
-$3,447.36 
DUK Duke Energy Corporation
-0.67%
-$1,702.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,706.55 
PM Philip Morris International Inc.
-0.61%
-$2,193.6 
COF Capital One Financial Corporation
-0.54%
-$1,302.9 
LLY Eli Lilly and Company
-0.53%
-$4,070.32 
PEP PepsiCo, Inc.
-0.46%
-$1,843.2 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,593.17 
HD The Home Depot, Inc.
-0.42%
-$1,745.87 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$195,102.7 
AXP American Express Company
-0.38%
-$1,381.75 
MDT Medtronic plc
-0.37%
-$856 
TMUS T-Mobile US, Inc.
-0.36%
-$797.57 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$1,974.77 
COST Costco Wholesale Corporation
-0.24%
-$1,007.75 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
-0.24%
-$2,476.13 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$2,340.27 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$1,805.09 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$1,618.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$301.68 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$1,504.32 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,272.62 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$347.29 
V Visa Inc. Class A
-0.04%
-$256.46 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$56.94 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 180/285 63% | Profit Factor 35.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.69M |
| Average Win $740,278.69 | Best Trade (Aug 14) $29.84M | Sharpe Ratio -10.18 |
| Average Loss -$36,038.4 | Worst Trade (Mar 31) -$524,988.6 | Z-Score 5.08 (100%) |
| Commissions $0 | Avg. Trade Length 6m 6d | Expectancy $454,226.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,246 | $3.6M | $4.09M | - | $496,792.1 | 13.82% | -7.354% |
| ABBV AbbVie Inc. | 1,823 | $416,536.64 | $457,463.62 | - | $40,926.98 | 9.83% | -2.513% |
| ABT Abbott Laboratories | 3,581 | $448,650.89 | $378,511.7 | - | -$70,139.19 | -15.63% | +0.085% |
| ACN Accenture plc Class A | 1,515 | $300,409 | $251,368.8 | - | -$49,040.2 | -16.32% | +1.611% |
| AEP American Electric Power Company, Inc. | 2,045 | $235,792.84 | $261,453.25 | - | $25,660.41 | 10.88% | +0.055% |
| AMAT Applied Materials, Inc. | 831 | $284,027 | $421,873.78 | - | $137,846.78 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,926 | $412,472.16 | $917,064.88 | - | $504,592.72 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 9,568 | $2.2M | $2.6M | - | $403,242.65 | 18.37% | +15.321% |
| APH Amphenol Corporation | 4,160 | $262,808 | $334,256 | - | $71,448 | 27.19% | +0.551% |
| AVGO Broadcom Inc. | 4,602 | $1.59M | $1.79M | - | $198,686.96 | 12.47% | +0.371% |
| AXP American Express Company | 1,088 | $368,797.37 | $365,840 | - | -$2,957.37 | -0.8% | -0.376% |
| BA Boeing Company | 1,074 | $213,758 | $232,134.36 | - | $18,376.36 | 8.6% | -2.155% |
| BAC Bank of America Corporation | 11,212 | $588,965.25 | $694,583.4 | - | $105,618.15 | 17.93% | +0.356% |
| BLK BlackRock, Inc. | 432 | $437,184.87 | $471,048.48 | - | $33,863.61 | 7.75% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 1,868 | $938,776 | $955,556.72 | - | $16,780.72 | 1.79% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 28,016 | $547,745.59 | $547,012.4 | - | -$733.19 | -0.13% | 0.0 |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 34,729 | $650,676.35 | $642,312.85 | - | -$8,363.5 | -1.29% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 63,631 | $1.07M | $1.05M | - | -$18,940.11 | -1.77% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 64,748 | $1.07M | $1.05M | - | -$22,336.52 | -2.08% | -0.154% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 52,006 | $1.08M | $1.05M | - | -$24,920.83 | -2.31% | -0.222% |
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FAQ
Which stocks have generated the highest profits for Anna Christine?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $2.87M, VANGUARD TOTAL STOCK MKT ETF - $2.48M, Schwab U.S. Small-Cap ETF - $986,254.72, Invesco QQQ Trust, Series 1 - $935,636.26, and Schwab U.S. Large-Cap Growth ETF - $759,651.45. 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: Microsoft Corp - $289,357.92, Oracle Corporation - $138,837, Akre Focus ETF - $121,941.8, International Business Machines Corporation - $117,895.04, and SPDR S&P 500 ETF Trust - $98,926.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anna Christine's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.47M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $2.57M, VANGUARD TOTAL STOCK MKT ETF - $1.69M, Schwab U.S. Large-Cap Growth ETF - $570,535.52, Schwab U.S. Small-Cap ETF - $570,419.46, and Invesco QQQ Trust, Series 1 - $353,306.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anna Christine's monthly returns?
Anna Christine's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Anna Christine's strategy be considered aggressive or moderate?
Anna Christine'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 Anna Christine's strategy?
Anna Christine'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.
