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:
101.78%
Gain -0.25%
Monthly
1.19%
Yearly
15.2%
Drawdown
25.07%
$770.89M
Equity
Holdings
$770.89M
Investment
$630.47M
$146.98M
Profit -$463,988.7
Realized
$6.56M
Unrealized
$140.42M
Dividends
$50.67M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$463,988.7
Win %
76%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$463,988.7
Win %
76%
This Month
Compared to last month
Gain
1.39%
Profit
$10.57M
Win %
76%
This Year
Compared to last year
Gain
0.81%
Profit
$6.27M
Win %
77%
ABT Abbott Laboratories
+1.01%
+$2,753.3 
CVX Chevron Corporation
+0.9%
+$2,957.5 
TFC Truist Financial Corporation
+0.87%
+$3,900.6 
KMB Kimberly-Clark Corporation
+0.51%
+$1,266.66 
MTB M&T Bank Corporation
+0.41%
+$1,204.07 
NSC Norfolk Southern Corporation
+0.2%
+$1,331.18 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
+0.17%
+$985.14 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$84.98 
PAAA PGIM AAA CLO ETF
+0.02%
+$214.78 
ABBV AbbVie Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.01 
CSCO Cisco Systems, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
MCD McDonald's Corporation
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PFIS Peoples Financial Services Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PPL PPL Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.05 
YUM Yum! Brands, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
BKLC BNY Mellon US Large Cap Core Equity ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.4 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.04 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.04 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
INFL Horizon Kinetics Inflation Beneficiaries ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.44 
IWB iShares Russell 1000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.04 
IWM iShares Russell 2000 ETF
0%
-$0.12 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
MMIN NYLI MacKay Muni Insured ETF
0%
+$69.46 
MMIT NYLI MacKay Muni Intermediate ETF
0%
+$0.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.08 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.01 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.2 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.06 
VT Vanguard Total World Stock ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.5 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
$0 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$1.68 
GOOGL Alphabet Inc
-3.84%
-$10,825.07 
AMZN Amazon.com Inc
-2.09%
-$8,683.43 
AAPL Apple Inc.
-1.09%
-$29,386.2 
LIN Linde plc
-0.39%
-$839.55 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$27,320.99 
NVDA NVIDIA Corporation
-0.02%
-$225.1 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$169.81 
IGRO iShares International Dividend Growth ETF
-0.01%
-$205.21 
WOOD iShares Global Timber & Forestry ETF
-0.01%
-$27.66 
TRV The Travelers Companies, Inc.
0%
-$7.46 
ROST Ross Stores, Inc.
0%
-$10 
VNLA Janus Henderson Short Duration Income ETF
0%
-$2.07 Events
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Dividends
Dividend Analysis
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| Trades 1298 | Longs Won 912/1298 70% | Profit Factor 14.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $551,929.83 |
| Average Win $172,931.39 | Best Trade (Aug 14) $9.68M | Sharpe Ratio -13.23 |
| Average Loss -$27,808.63 | Worst Trade (Sep 01) -$1.07M | Z-Score 14.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $113,235.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,772 | $1.82M | $2.67M | - | $856,772.95 | 47.13% | -1.087% |
| ABBV AbbVie Inc. | 2,979 | $531,572.54 | $738,702.63 | - | $207,130.09 | 38.97% | 0.0 |
| ABT Abbott Laboratories | 2,503 | $305,715.56 | $274,629.16 | - | -$31,086.4 | -10.17% | +1.013% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36,373 | $3.5M | $3.54M | - | $40,507.03 | 1.16% | 0.0 |
| ALL Allstate Corporation | 1,000 | $207,070 | $269,670 | - | $62,600 | 30.23% | 0.0 |
| AMZN Amazon.com Inc | 1,492 | $335,473.46 | $406,226.84 | - | $70,753.38 | 21.09% | -2.093% |
| AVLV Avantis U.S. Large Cap Value ETF | 66,400 | $6.06M | $6.25M | - | $197,208 | 3.26% | 0.0 |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 26,531 | $571,903.84 | $649,744.19 | - | $77,840.35 | 13.61% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 10,197 | $933,631.57 | $932,821.56 | - | -$810.01 | -0.09% | 0.0 |
| BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF | 10,458 | $513,844.55 | $577,503.31 | - | $63,658.76 | 12.39% | +0.171% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 22,503 | $607,581 | $1.11M | - | $504,292.23 | 83% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 8,916 | $649,070.12 | $643,289.4 | - | -$5,780.72 | -0.89% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 8 | $5.84M | $6.35M | - | $507,920 | 8.69% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 2,676 | $913,862.66 | $1.42M | - | $502,865.26 | 55.03% | 0.0 |
| CGCP Capital Group Core Plus Income ETF | 171,672 | $3.88M | $3.77M | - | -$106,575.53 | -2.75% | 0.0 |
| CGMU Capital Group Municipal Income ETF | 223,595 | $6.04M | $6.07M | - | $26,943.84 | 0.45% | 0.0 |
| CGXU Capital Group International Focus Equity ETF | 42,192 | $1.06M | $1.46M | - | $407,133.2 | 38.49% | 0.0 |
| CSCO Cisco Systems, Inc. | 2,650 | $184,111.67 | $324,810.5 | - | $140,698.83 | 76.42% | 0.0 |
| CVX Chevron Corporation | 1,690 | $277,218.96 | $332,355.4 | - | $55,136.44 | 19.89% | +0.898% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 8,197 | $247,139 | $256,730.04 | - | $9,591.04 | 3.88% | 0.0 |
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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 - $12.23M, SPDR Portfolio Aggregate Bond ETF - $3.33M, Hartford Total Return Bond ETF - $3.22M, Janus Henderson AAA CLO ETF - $3.21M, and Vanguard FTSE All-World ex-US ETF - $2.8M. 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 - $211,817.43, 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 $50.67M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $12.13M, SPDR Portfolio Aggregate Bond ETF - $3.33M, Janus Henderson AAA CLO ETF - $3.21M, Hartford Total Return Bond ETF - $3.11M, and Vanguard FTSE All-World ex-US ETF - $2.85M. 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.
