Christopher J. McKinley Portfolio
Invests via Cornerstone Advisors Asset Management LLC | Managed by Christopher J. McKinley
Invests via Cornerstone Advisors Asset Management LLC
Managed by Christopher J. McKinley
Automatically Tracked
Senior investor and operating executive with experience in private equity and corporate finance, focused on middle-market buyouts, growth equity and operational value creation. Christopher J. McKinley brings portfolio oversight, M&A execution and capital markets engagement skills, often leading turnaround programs, strategic carve-outs and EBITDA expansion initiatives. Background includes investor relations, deal sourcing and board-level governance; known for disciplined due diligence, hands-on operational improvement and fundraising across institutional limited partners.
Senior investor and operating executive with experience in private equity and corporate finance, focused on middle-market buyouts, growth equity and operational value creation. Christopher J. McKinley brings portfolio oversight, M&A execution and capital markets engagement skills, often leading turnaround programs, strategic carve-outs and EBITDA expansion initiatives. Background includes investor relations, deal sourcing and board-level governance; known for disciplined due diligence, hands-on operational improvement and fundraising across institutional limited partners.
Investment Philosophy & Strategy
Focuses on value-oriented middle-market private investments, privileging control or significant influence to drive operational turnarounds and EBITDA expansion. Employs rigorous due diligence and conservative capital structuring, blending buyout and growth-equity tactics to underwrite resilient cash flows. Prioritizes strategic carve-outs, repeatable M&A, and active board oversight, using hands-on operating levers to accelerate margin improvement. Time horizon is multi-year with emphasis on capital preservation, clear exit pathways via strategic sale or IPO, and disciplined LP alignment in fundraising.
Focuses on value-oriented middle-market private investments, privileging control or significant influence to drive operational turnarounds and EBITDA expansion. Employs rigorous due diligence and conservative capital structuring, blending buyout and growth-equity tactics to underwrite resilient cash flows. Prioritizes strategic carve-outs, repeatable M&A, and active board oversight, using hands-on operating levers to accelerate margin improvement. Time horizon is multi-year with emphasis on capital preservation, clear exit pathways via strategic sale or IPO, and disciplined LP alignment in fundraising.
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:
5.55%
Gain
Monthly
0.04%
Yearly
0.51%
Drawdown
46.17%
$699.33M
Equity
Holdings
$699.33M
Investment
$569.88M
$134.7M
Profit -$4.8M
Realized
$5.25M
Unrealized
$129.45M
Dividends
$49.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.8M
Win %
79%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$7.93M
Win %
79%
This Month
Compared to last month
Gain
-0.94%
Profit
-$6.62M
Win %
79%
This Year
Compared to last year
Gain
7.92%
Profit
$51.34M
Win %
80%
TRV The Travelers Companies, Inc.
+7.08%
+$17,848.05 
ALL Allstate Corporation
+3.34%
+$8,080 
WMT Walmart Inc.
+2.56%
+$5,362.56 
MRK Merck & Co., Inc.
+2.49%
+$6,384.9 
ABT Abbott Laboratories
+2.37%
+$6,917.04 
XOM Exxon Mobil Corporation
+2.23%
+$16,873.76 
CVX Chevron Corporation
+2.15%
+$7,821.02 
ABBV AbbVie Inc.
+2.1%
+$17,927.85 
JNJ Johnson & Johnson
+2.1%
+$18,725.6 
BRK-A Berkshire Hathaway Inc.
+2.03%
+$89,885.46 
KMB Kimberly-Clark Corporation
+1.88%
+$5,077.85 
HDV iShares Core High Dividend ETF
+1.69%
+$29,678.4 
PG Procter & Gamble Co
+1.66%
+$5,527.02 
PEP PepsiCo, Inc.
+1.57%
+$3,037.53 
ROST Ross Stores, Inc.
+1.5%
+$6,980.02 
PAA Plains All American Pipeline, L.P.
+1.35%
+$6,400 
TFC Truist Financial Corporation
+1.31%
+$6,311.9 
YUM Yum! Brands, Inc.
+1.27%
+$8,438.53 
DVY iShares Select Dividend ETF
+1.22%
+$85,077.07 
PPL PPL Corporation
+1.18%
+$8,545.82 
WOOD iShares Global Timber & Forestry ETF
+1.08%
+$5,103.96 
LIN Linde plc
+1.05%
+$2,375.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.05%
+$35,850 
NSC Norfolk Southern Corporation
+0.96%
+$6,635.52 
ICF iShares Cohen & Steers Realty Majors ETF
+0.88%
+$39,187.8 
MCD McDonald's Corporation
+0.68%
+$2,636.51 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.64%
+$4,306.65 
CSCO Cisco Systems, Inc.
+0.58%
+$2,279.04 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.51%
+$1,166.36 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$3,302.51 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.41%
+$7,474.6 
VTV Vanguard Value ETF
+0.37%
+$2,629.6 
SCHP Schwab U.S. TIPS ETF
+0.33%
+$875.92 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.32%
+$8,014 
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$9,400.58 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$2,545.73 
BND Vanguard Total Bond Market Index Fund
+0.24%
+$1,654.8 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$100,854.96 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.23%
+$43,936.75 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$3,012.58 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$10,443.53 
IEI iShares 3-7 Year Treasury Bond ETF
+0.22%
+$479.18 
CGCP Capital Group Core Plus Income ETF
+0.22%
+$8,024.83 
IWD iShares Russell 1000 Value ETF
+0.22%
+$1,273.86 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$5,859.6 
HTRB Hartford Total Return Bond ETF
+0.19%
+$65,324.68 
AAPL Apple Inc.
+0.19%
+$5,465.21 
VPLS Vanguard Core-Plus Bond ETF
+0.16%
+$6,450 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.16%
+$1,367.57 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.13%
+$625.8 
IAU iShares Gold Trust
+0.09%
+$329.7 
GLD SPDR Gold Shares
+0.09%
+$1,148.4 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.08%
+$3,151.52 
VNLA Janus Henderson Short Duration Income ETF
+0.06%
+$128.7 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$2,961.8 
MMIT NYLI MacKay Muni Intermediate ETF
+0.04%
+$5,576.97 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.03%
+$133.18 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$958.97 
MTB M&T Bank Corporation
+0.03%
+$87.69 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$5,485.07 
SCMB Schwab Municipal Bond ETF
+0.02%
+$708.62 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$649.49 
PAAA PGIM AAA CLO ETF
+0.02%
+$212.35 
CGMU Capital Group Municipal Income ETF
+0.02%
+$902.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$66.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$130 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$2,870.72 
MMIN NYLI MacKay Muni Insured ETF
0%
$0 
NVDA NVIDIA Corporation
-4.32%
-$44,062.63 
META Meta Platforms Inc Class A
-3.91%
-$10,972 
GOOGL Alphabet Inc
-3.67%
-$15,793.26 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$26,875.86 
VGT Vanguard Information Technology ETF
-2.98%
-$361,923.2 
IWF iShares Russell 1000 Growth ETF
-2.93%
-$221,804 
CGXU Capital Group International Focus Equity ETF
-2.79%
-$39,449.52 
GARP iShares MSCI USA Quality GARP ETF
-2.67%
-$480,299.46 
VWO Vanguard FTSE Emerging Markets ETF
-2.65%
-$8,907.6 
SPEM SPDR Portfolio Emerging Markets ETF
-2.61%
-$8,635.69 
VUG Vanguard Growth ETF
-2.58%
-$24,579.06 
IBM International Business Machines Corporation
-2.42%
-$26,058.59 
IXUS iShares Core International Stock ETF
-1.78%
-$4,505.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.75%
-$43,964.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.73%
-$856,005.82 
OEF iShares S&P 100 ETF
-1.61%
-$4,044.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.52%
-$96,665.67 
MSFT Microsoft Corp.
-1.49%
-$14,763.79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$12,216.1 
SCHF Schwab International Equity ETF
-1.45%
-$135,374.4 
AMZN Amazon.com Inc
-1.41%
-$6,935.76 
VT Vanguard Total World Stock ETF
-1.4%
-$11,502.75 
VSGX Vanguard ESG International Stock ETF
-1.35%
-$3,207.6 
ESGU iShares ESG Aware MSCI USA ETF
-1.33%
-$7,798.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.31%
-$175,253.08 
SCHX Schwab U.S. Large-Cap ETF
-1.3%
-$1.15M 
SCHK Schwab 1000 Index ETF
-1.3%
-$121,338.49 
VOO Vanguard S&P 500 ETF
-1.3%
-$4,492.9 
SCHB Schwab U.S. Broad Market ETF
-1.3%
-$9,869.98 
BKLC BNY Mellon US Large Cap Core Equity ETF
-1.29%
-$13,951.86 
IVV iShares Core S&P 500 ETF
-1.29%
-$434,152.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$370,976.52 
IWB iShares Russell 1000 ETF
-1.29%
-$12,378.6 
SCHA Schwab U.S. Small-Cap ETF
-1.28%
-$60,685.24 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$109,319.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$51,243.75 
QUAL iShares MSCI USA Quality Factor ETF
-1.2%
-$70,460.85 
IVLU iShares MSCI International Value Factor ETF
-1.16%
-$15,978.41 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$33,622.6 
EFA iShares MSCI EAFE ETF
-1.13%
-$69,140.52 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.82%
-$26,332.1 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.76%
-$1,926.3 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.74%
-$4,116.3 
VLUE iShares MSCI USA Value Factor ETF
-0.72%
-$11,085.17 
VTWO Vanguard Russell 2000 ETF
-0.7%
-$23,865.24 
JPM JPMorgan Chase & Co.
-0.69%
-$2,001.43 
IWM iShares Russell 2000 ETF
-0.68%
-$25,122.62 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$23,208.38 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.58%
-$9,129.12 
VB Vanguard Small-Cap ETF
-0.58%
-$14,657.28 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.57%
-$41,462.82 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$16,759.52 
EFV iShares MSCI EAFE Value ETF
-0.51%
-$2,916 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.51%
-$106,258.03 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.5%
-$6,135.64 
PFF iShares Preferred and Income Securities ETF
-0.41%
-$5,653 
VO Vanguard Mid-Cap ETF
-0.32%
-$1,040 
IGRO iShares International Dividend Growth ETF
-0.26%
-$9,644.64 
SCHV Schwab U.S. Large-Cap Value ETF
-0.25%
-$3,310.07 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.21%
-$38,057 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.18%
-$1,349.78 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.16%
-$11,366.82 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$5,229.03 
IWN iShares Russell 2000 Value ETF
-0.06%
-$538.06 
PFIS Peoples Financial Services Corp.
-0.04%
-$454.59 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$3,242.57 Events
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Dividends
Dividend Analysis
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| Trades 1191 | Longs Won 830/1191 69% | Profit Factor 18.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $519,708.32 |
| Average Win $171,759.09 | Best Trade (Jul 14) $8.95M | Sharpe Ratio -13.73 |
| Average Loss -$21,768.37 | Worst Trade (Jul 14) -$850,205.15 | Z-Score 16.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 5d | Expectancy $113,099.63 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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Option values are updated at end of day.
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