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:
50.07%
Gain +0.87%
Monthly
2.22%
Yearly
30.11%
Drawdown
12.84%
$652.1M
Equity
Holdings
$652.1M
Investment
$522.47M
$131.51M
Profit +$3.39M
Realized
$1.88M
Unrealized
$129.62M
Dividends
$8.28M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$3.39M
Win %
57%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$5.04M
Win %
57%
This Month
Compared to last month
Gain
1.01%
Profit
$6.5M
Win %
57%
This Year
Compared to last year
Gain
2.7%
Profit
$17.13M
Win %
54%
MCO Moody's Corporation
+5.05%
+$39,954.17 
BLK BlackRock, Inc.
+4.26%
+$30,630.17 
SPGI S&P Global Inc.
+4.04%
+$20,005.71 
TMO Thermo Fisher Scientific Inc.
+3.94%
+$32,293.08 
HD The Home Depot, Inc.
+3.92%
+$33,509.6 
LLY Eli Lilly and Company
+3.83%
+$112,330.3 
HONA Honeywell Aerospace Inc.
+3.8%
+$7,509.6 
LOW Lowe's Companies Inc.
+3.7%
+$18,847.68 
UNH UnitedHealth Group Incorporated
+3.63%
+$26,933.74 
NFLX Netflix, Inc.
+3.19%
+$21,960 
GILD Gilead Sciences Inc.
+3.15%
+$21,934.93 
ORCL Oracle Corporation
+2.94%
+$12,027.16 
IBM International Business Machines Corporation
+2.52%
+$10,619 
CTAS Cintas Corporation
+2.51%
+$14,936.88 
AXP American Express Company
+2.46%
+$12,057.33 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+2.46%
+$43,684.56 
MA Mastercard Incorporated
+2.42%
+$23,692.5 
V Visa Inc. Class A
+2.4%
+$32,539.22 
F Ford Motor Company
+2.37%
+$5,205.81 
ISRG Intuitive Surgical, Inc.
+2.23%
+$13,016.28 
ICE Intercontinental Exchange, Inc.
+2.16%
+$12,096.85 
WFC Wells Fargo & Company
+2.11%
+$13,524.39 
MCK McKesson Corporation
+1.98%
+$7,732.62 
UPS United Parcel Service, Inc.
+1.96%
+$11,107.04 
SPG Simon Property Group, Inc.
+1.91%
+$12,524.8 
ABT Abbott Laboratories
+1.82%
+$17,133.75 
DIS The Walt Disney Company
+1.77%
+$11,678.43 
MU Micron Technology, Inc.
+1.62%
+$20,380.62 
GE General Electric Company
+1.59%
+$14,293.48 
MCD McDonald's Corporation
+1.57%
+$10,905.84 
WMT Walmart Inc.
+1.56%
+$19,940.77 
SCHA Schwab U.S. Small-Cap ETF
+1.55%
+$755,634.82 
T AT&T Inc.
+1.48%
+$7,635.06 
MSFT Microsoft Corp.
+1.25%
+$94,553.92 
SCHD Schwab U.S. Dividend Equity ETF
+1.22%
+$959,117.1 
GS The Goldman Sachs Group, Inc.
+1.14%
+$9,590 
TJX The TJX Companies, Inc.
+0.97%
+$5,569.73 
VIG Vanguard Dividend Appreciation ETF
+0.93%
+$3,543.47 
C Citigroup Inc.
+0.77%
+$5,273.4 
CSX CSX Corporation
+0.72%
+$5,268.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.72%
+$2,225.7 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.7%
+$9,566.64 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.68%
+$7,621.9 
PH Parker-Hannifin Corporation
+0.65%
+$4,817.28 
NEE NextEra Energy, Inc.
+0.64%
+$3,788 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.61%
+$8,639.01 
UNP Union Pacific Corporation
+0.59%
+$4,546.08 
BAC Bank of America Corporation
+0.58%
+$6,594.3 
GOOGL Alphabet Inc
+0.58%
+$20,886.57 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.57%
+$8,080.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$1,209.88 
GOOG Alphabet Inc
+0.51%
+$14,792.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$771,672.32 
ADI Analog Devices, Inc.
+0.49%
+$2,888.02 
ASML ASML Holding N.V. New York Registry Shares
+0.48%
+$865.08 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.48%
+$6,722.58 
AMZN Amazon.com Inc
+0.44%
+$19,705.46 
VEU Vanguard FTSE All-World ex-US ETF
+0.43%
+$994.35 
BWA BorgWarner Inc.
+0.42%
+$1,225 
VOO Vanguard S&P 500 ETF
+0.39%
+$2,429.73 
PG Procter & Gamble Co
+0.38%
+$3,372.6 
MS Morgan Stanley
+0.35%
+$2,548.52 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.35%
+$4,935.98 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.34%
+$4,748.37 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.33%
+$2,760.91 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.32%
+$2,325 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.31%
+$10,097.37 
ABBV AbbVie Inc.
+0.27%
+$2,801.32 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.22%
+$4,567.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.21%
+$319,585.26 
LIN Linde plc
+0.21%
+$1,390.25 
KO The Coca-Cola Company
+0.2%
+$2,116.59 
META Meta Platforms Inc Class A
+0.19%
+$5,564.21 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.17%
+$4,221.66 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$1,439.13 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.16%
+$1,346.69 
UMAR Innovator U.S. Equity Ultra Fund
+0.15%
+$383.5 
JNJ Johnson & Johnson
+0.08%
+$1,391.95 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,664.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$169.35 
QQQ Invesco QQQ Trust, Series 1
+0.06%
+$47,999.83 
RTX RTX Corporation
+0.01%
+$40.2 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ONEZ
ONEZ
0%
$0 
CSCO Cisco Systems, Inc.
-3.61%
-$34,550.7 
AMAT Applied Materials, Inc.
-3.48%
-$31,613.15 
LRCX Lam Research Corporation
-3.07%
-$24,358.4 
PM Philip Morris International Inc.
-2.7%
-$21,342.71 
KLAC KLA Corporation
-2.28%
-$10,371.36 
NVDA NVIDIA Corporation
-1.74%
-$152,670.58 
XOM Exxon Mobil Corporation
-1.64%
-$31,360.6 
CVX Chevron Corporation
-1.48%
-$21,056 
ETN Eaton Corporation plc
-1.47%
-$7,391.85 
INTC Intel Corporation
-1.43%
-$11,386.2 
GEV GE Vernova Inc.
-1.42%
-$4,971.41 
APH Amphenol Corporation
-1.32%
-$23,692.24 
CAT Caterpillar Inc.
-1.27%
-$10,579.66 
TSLA Tesla, Inc.
-1.01%
-$17,867.25 
COP ConocoPhillips
-0.89%
-$7,344.54 
AMD Advanced Micro Devices, Inc.
-0.86%
-$9,420.58 
PEP PepsiCo, Inc.
-0.69%
-$4,309.3 
AVGO Broadcom Inc.
-0.5%
-$14,272.5 
TMUS T-Mobile US, Inc.
-0.42%
-$1,891.38 
MRK Merck & Co., Inc.
-0.4%
-$2,975.96 
TXN Texas Instruments Inc
-0.39%
-$2,632.21 
PLTR Palantir Technologies Inc.
-0.33%
-$2,773.32 
PNC The PNC Financial Services Group, Inc.
-0.27%
-$1,522.2 
VZ Verizon Communications Inc.
-0.18%
-$894 
JPM JPMorgan Chase & Co.
-0.15%
-$3,394.56 
AAPL Apple Inc.
-0.1%
-$11,630.19 
COST Costco Wholesale Corporation
-0.08%
-$837.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 396 | Longs Won 210/396 53% | Profit Factor 18.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.32M |
| Average Win $661,011.49 | Best Trade (Oct 15) $29.96M | Sharpe Ratio -14.09 |
| Average Loss -$39,633.86 | Worst Trade (Mar 31) -$524,988.6 | Z-Score 0.12 (9.87%) |
| Commissions $0 | Avg. Trade Length 5m 3w 3d | Expectancy $332,085.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,243 | $9.96M | $12.08M | - | $2.12M | 21.24% | -0.096% |
| ABBV AbbVie Inc. | 3,686 | $885,287.86 | $1.05M | - | $162,420.78 | 18.35% | +0.268% |
| ABT Abbott Laboratories | 9,138 | $952,902.12 | $958,073.61 | - | $5,171.49 | 0.54% | +1.821% |
| ADI Analog Devices, Inc. | 1,466 | $582,267 | $594,521.64 | - | $12,254.64 | 2.1% | +0.488% |
| AMAT Applied Materials, Inc. | 2,033 | $1.15M | $876,385.64 | - | -$276,710.42 | -24% | -3.482% |
| AMD Advanced Micro Devices, Inc. | 1,907 | $408,403.12 | $1.08M | - | $670,730.04 | 164.23% | -0.865% |
| AMZN Amazon.com Inc | 17,516 | $4.09M | $4.47M | - | $380,609.97 | 9.31% | +0.443% |
| APH Amphenol Corporation | 21,736 | $854,202.86 | $1.77M | - | $919,454.74 | 107.64% | -1.318% |
| ASML ASML Holding N.V. New York Registry Shares | 108 | $214,860 | $179,065.08 | - | -$35,794.92 | -16.66% | +0.485% |
| AVGO Broadcom Inc. | 8,250 | $2.97M | $2.84M | - | -$128,554.11 | -4.33% | -0.5% |
| AXP American Express Company | 1,597 | $540,966.54 | $502,256.5 | - | -$38,710.04 | -7.16% | +2.46% |
| BAC Bank of America Corporation | 21,981 | $1.2M | $1.14M | - | -$66,393.12 | -5.52% | +0.584% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 5,910 | $596,477 | $595,491.6 | - | -$985.4 | -0.17% | 0.0 |
| BLK BlackRock, Inc. | 669 | $665,114.04 | $748,995.67 | - | $83,881.63 | 12.61% | +4.264% |
| BRK-B Berkshire Hathaway Inc. | 4,012 | $2.01M | $2.11M | - | $101,768.85 | 5.06% | +0.079% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 47,971 | $896,648.62 | $878,109.15 | - | -$18,539.47 | -2.07% | +0.164% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 86,334 | $1.45M | $1.41M | - | -$41,974.18 | -2.9% | +0.339% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 89,745 | $1.48M | $1.43M | - | -$53,060.27 | -3.58% | +0.347% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 70,764 | $1.46M | $1.4M | - | -$60,599.04 | -4.15% | +0.482% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 70,264 | $1.49M | $1.42M | - | -$66,122.61 | -4.44% | +0.57% |
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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 - $3.5M, VANGUARD TOTAL STOCK MKT ETF - $2.87M, Schwab U.S. Small-Cap ETF - $1.14M, Invesco QQQ Trust, Series 1 - $1.02M, and Schwab U.S. Large-Cap Growth ETF - $917,319.18. 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 - $276,457.76, Oracle Corporation - $136,788.5, Akre Focus ETF - $121,941.8, International Business Machines Corporation - $114,768.54, and Accenture plc Class A - $109,412.95. 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 $8.28M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $3.19M, VANGUARD TOTAL STOCK MKT ETF - $2.08M, Schwab U.S. Large-Cap Growth ETF - $728,203.25, Schwab U.S. Small-Cap ETF - $724,599.5, and Invesco QQQ Trust, Series 1 - $435,282.39. 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.
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