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:
108.8%
Gain +0.41%
Monthly
1.11%
Yearly
14.15%
Drawdown
25.07%
$761.39M
Equity
Holdings
$761.39M
Investment
$630.47M
$137.47M
Profit +$1.04M
Realized
$6.56M
Unrealized
$130.91M
Dividends
$53.45M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$1.04M
Win %
72%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$1.15M
Win %
72%
This Month
Compared to last month
Gain
0.93%
Profit
$7.01M
Win %
72%
This Year
Compared to last year
Gain
-0.43%
Profit
-$3.24M
Win %
74%
TFC Truist Financial Corporation
+2.68%
+$10,835 
ROST Ross Stores, Inc.
+1.49%
+$6,980 
ALL Allstate Corporation
+1.4%
+$3,359.99 
KMB Kimberly-Clark Corporation
+1.24%
+$2,959.36 
CVX Chevron Corporation
+1.18%
+$4,360.18 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.16%
+$86,420.32 
DVY iShares Select Dividend ETF
+1.07%
+$67,128.78 
LIN Linde plc
+1.01%
+$2,172.82 
PG Procter & Gamble Co
+1%
+$2,951.6 
EFV iShares MSCI EAFE Value ETF
+1%
+$5,909.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.99%
+$33,758.75 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$13,727.88 
IVLU iShares MSCI International Value Factor ETF
+0.95%
+$13,206.65 
HDV iShares Core High Dividend ETF
+0.95%
+$17,482.64 
JNJ Johnson & Johnson
+0.94%
+$8,087.24 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.92%
+$2,243 
PAA Plains All American Pipeline, L.P.
+0.92%
+$4,600 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$27,242.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$4,836.93 
EFA iShares MSCI EAFE ETF
+0.79%
+$47,957.04 
PPL PPL Corporation
+0.78%
+$5,365.98 
IBM International Business Machines Corporation
+0.78%
+$8,288.07 
IFRA iShares U.S. Infrastructure
+0.78%
+$1,518 
MCD McDonald's Corporation
+0.77%
+$2,517.75 
SCHF Schwab International Equity ETF
+0.74%
+$68,799.2 
NSC Norfolk Southern Corporation
+0.72%
+$4,812.82 
DGRO iShares Core Dividend Growth ETF
+0.71%
+$4,693.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.71%
+$5,761.8 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.67%
+$42,093.48 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$30,708.93 
YUM Yum! Brands, Inc.
+0.65%
+$3,857.1 
XOM Exxon Mobil Corporation
+0.64%
+$5,065.81 
VTV Vanguard Value ETF
+0.62%
+$4,461.54 
SCHV Schwab U.S. Large-Cap Value ETF
+0.61%
+$16,466.1 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$16,974.33 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
+0.58%
+$3,241.98 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.56%
+$6,407.04 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$14,086.8 
IWD iShares Russell 1000 Value ETF
+0.55%
+$2,980.6 
SCHH Schwab U.S. REIT ETF
+0.54%
+$1,106.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.53%
+$32,868 
IGRO iShares International Dividend Growth ETF
+0.51%
+$18,878.86 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$24,370.74 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.48%
+$91,058.62 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.47%
+$30,943.01 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$17,065.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.44%
+$109,372.52 
IXUS iShares Core International Stock ETF
+0.44%
+$1,106.18 
ABT Abbott Laboratories
+0.43%
+$1,126.35 
VEU Vanguard FTSE All-World ex-US ETF
+0.41%
+$245,668.7 
AAPL Apple Inc.
+0.41%
+$12,280.8 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.39%
+$7,638.74 
ICF iShares Cohen & Steers Realty Majors ETF
+0.37%
+$14,260.56 
VO Vanguard Mid-Cap ETF
+0.37%
+$1,200 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$8,287.46 
PFIS Peoples Financial Services Corp.
+0.35%
+$3,636.72 
WOOD iShares Global Timber & Forestry ETF
+0.32%
+$1,452.15 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.27%
+$2,104.34 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.27%
+$32,812.26 
VB Vanguard Small-Cap ETF
+0.26%
+$5,791.8 
VTWO Vanguard Russell 2000 ETF
+0.25%
+$7,766.75 
PREF Principal Spectrum Preferred Securities Active ETF
+0.24%
+$37,926.27 
IWN iShares Russell 2000 Value ETF
+0.24%
+$1,924 
VSGX Vanguard ESG International Stock ETF
+0.2%
+$479.2 
SCHA Schwab U.S. Small-Cap ETF
+0.17%
+$7,482.86 
IWM iShares Russell 2000 ETF
+0.16%
+$5,407.21 
VT Vanguard Total World Stock ETF
+0.13%
+$1,054.2 
IWB iShares Russell 1000 ETF
+0.1%
+$973.59 
QUAL iShares MSCI USA Quality Factor ETF
+0.1%
+$5,874.23 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.09%
+$764.14 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.07%
+$2,757.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$2,186.97 
SCHP Schwab U.S. TIPS ETF
+0.06%
+$155.75 
IVV iShares Core S&P 500 ETF
+0.05%
+$18,601.45 
SCHK Schwab 1000 Index ETF
+0.05%
+$5,169.02 
VOO Vanguard S&P 500 ETF
+0.05%
+$198.76 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$240.92 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$4,369.32 
ESGU iShares ESG Aware MSCI USA ETF
+0.04%
+$231.99 
PAAA PGIM AAA CLO ETF
+0.04%
+$401.64 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$36,950.22 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$7,215.54 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$650.23 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$3,083.84 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$41.35 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$6,399.53 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$1,199.83 
SCMB Schwab Municipal Bond ETF
+0.02%
+$475.46 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$63.73 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$152.96 
GLD SPDR Gold Shares
0%
+$27.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKLC BNY Mellon US Large Cap Core Equity ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
+$0.05 
IAU iShares Gold Trust
0%
$0 
MMIN NYLI MacKay Muni Insured ETF
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
+$0.08 
MU Micron Technology, Inc.
-3.01%
-$11,757.9 
CSCO Cisco Systems, Inc.
-1.11%
-$3,246.25 
VGT Vanguard Information Technology ETF
-0.95%
-$123,506.36 
GOOGL Alphabet Inc
-0.71%
-$1,956.72 
GARP iShares MSCI USA Quality GARP ETF
-0.68%
-$120,082.27 
IWF iShares Russell 1000 Growth ETF
-0.62%
-$46,739 
AMZN Amazon.com Inc
-0.59%
-$2,245.45 
IEMG iShares Core MSCI Emerging Markets ETF
-0.58%
-$4,409.96 
GOOG Alphabet Inc
-0.57%
-$1,293.62 
VWO Vanguard FTSE Emerging Markets ETF
-0.57%
-$1,832.12 
SPEM SPDR Portfolio Emerging Markets ETF
-0.56%
-$1,922.12 
TRV The Travelers Companies, Inc.
-0.56%
-$1,596.45 
VUG Vanguard Growth ETF
-0.43%
-$4,208.88 
NVDA NVIDIA Corporation
-0.42%
-$4,096.82 
MSFT Microsoft Corp.
-0.4%
-$5,150.4 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.25%
-$1,724.52 
MTB M&T Bank Corporation
-0.24%
-$607.87 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$2,182.2 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.14%
-$368.87 
CGXU Capital Group International Focus Equity ETF
-0.14%
-$1,898.64 
ABBV AbbVie Inc.
-0.08%
-$655.35 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$38,010.93 
CGMU Capital Group Municipal Income ETF
-0.06%
-$3,353.93 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,146.84 
SCHB Schwab U.S. Broad Market ETF
-0.03%
-$321.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$1,091.19 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$1,359 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$858.36 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$2,600.49 
VPLS Vanguard Core-Plus Bond ETF
-0.02%
-$842.52 
OEF iShares S&P 100 ETF
-0.02%
-$47.6 
HTRB Hartford Total Return Bond ETF
-0.01%
-$4,718.98 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$89.16 Events
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Dividends
Dividend Analysis
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| Trades 1298 | Longs Won 884/1298 68% | Profit Factor 9.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $553,210.37 |
| Average Win $172,821.52 | Best Trade (Oct 16) $9.5M | Sharpe Ratio -13.23 |
| Average Loss -$36,957.92 | Worst Trade (Oct 14) -$1.62M | Z-Score 11.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $105,911.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,772 | $1.82M | $3.01M | - | $1.19M | 65.7% | +0.409% |
| ABBV AbbVie Inc. | 2,979 | $531,572.54 | $843,593.22 | - | $312,020.68 | 58.7% | -0.078% |
| ABT Abbott Laboratories | 2,503 | $305,715.56 | $263,140.39 | - | -$42,575.17 | -13.93% | +0.43% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36,373 | $3.5M | $3.47M | - | -$27,146.75 | -0.78% | -0.031% |
| ALL Allstate Corporation | 1,000 | $207,070 | $242,960 | - | $35,890 | 17.33% | +1.402% |
| AMZN Amazon.com Inc | 1,492 | $335,473.46 | $377,856.46 | - | $42,383 | 12.63% | -0.591% |
| AVLV Avantis U.S. Large Cap Value ETF | 66,400 | $6.06M | $6.23M | - | $176,956 | 2.92% | +0.53% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 26,531 | $571,903.84 | $694,979.54 | - | $123,075.7 | 21.52% | -0.248% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 10,197 | $933,631.57 | $933,586.33 | - | -$45.24 | - | +0.016% |
| BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF | 10,458 | $513,844.55 | $557,202.24 | - | $43,357.69 | 8.44% | +0.585% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 22,503 | $607,581 | $1.11M | - | $502,491.99 | 82.7% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 8,916 | $649,070.12 | $631,252.8 | - | -$17,817.32 | -2.75% | -0.014% |
| BRK-A Berkshire Hathaway Inc. | 8 | $5.84M | $6.32M | - | $473,288 | 8.1% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 2,676 | $913,862.66 | $1.42M | - | $506,584.9 | 55.43% | +0.976% |
| CGCP Capital Group Core Plus Income ETF | 171,672 | $3.88M | $3.68M | - | -$201,853.49 | -5.2% | -0.023% |
| CGMU Capital Group Municipal Income ETF | 223,595 | $6.04M | $5.89M | - | -$150,814.19 | -2.5% | -0.057% |
| CGXU Capital Group International Focus Equity ETF | 42,192 | $1.06M | $1.4M | - | $337,727.36 | 31.93% | -0.136% |
| CSCO Cisco Systems, Inc. | 2,650 | $184,111.67 | $287,856.25 | - | $103,744.58 | 56.35% | -1.115% |
| CVX Chevron Corporation | 1,690 | $277,218.96 | $375,011 | - | $97,792.04 | 35.28% | +1.176% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 8,197 | $247,139 | $268,738.64 | - | $21,599.64 | 8.74% | -0.137% |
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FAQ
Which stocks have generated the highest profits for Christopher J. McKinley?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $12.38M, SPDR Portfolio Aggregate Bond ETF - $3.79M, Janus Henderson AAA CLO ETF - $3.47M, Hartford Total Return Bond ETF - $3.22M, and Vanguard FTSE All-World ex-US ETF - $2.94M. 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: ProShares EAFE Dividend Growers Fund - $481,676.75, Schwab U.S. TIPS ETF - $210,433.37, Comcast Corp - $105,473.2, Vulcan Materials Company - $97,384, and Aon plc - $86,346.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher J. McKinley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $53.45M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $12.28M, SPDR Portfolio Aggregate Bond ETF - $3.79M, Janus Henderson AAA CLO ETF - $3.48M, Hartford Total Return Bond ETF - $3.11M, and Vanguard FTSE All-World ex-US ETF - $2.99M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher J. McKinley's monthly returns?
Christopher J. McKinley'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 Christopher J. McKinley's strategy be considered aggressive or moderate?
Christopher J. McKinley'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 Christopher J. McKinley's strategy?
Christopher J. McKinley'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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