Chris Kleine Portfolio
Invests via Park Capital Management, LLC / WI | Managed by Chris Kleine
Invests via Park Capital Management, LLC / WI
Managed by Chris Kleine
Automatically Tracked
Chris Kleine Profile
Seasoned investor and operating executive focused on growth-stage technology and financial-services businesses. Chris Kleine brings experience directing capital allocation, portfolio transformation, and strategic M&A while serving on boards and leading commercial scaling initiatives. He blends investment sourcing, due diligence, and hands-on operational improvement to drive EBITDA expansion and exit planning. Prior roles span investment management and senior operating functions; holds advanced business credentials and is active in deal syndication and limited partner networks. Market-relevant expertise includes growth equity, operational turnarounds, and governance oversight.
Seasoned investor and operating executive focused on growth-stage technology and financial-services businesses. Chris Kleine brings experience directing capital allocation, portfolio transformation, and strategic M&A while serving on boards and leading commercial scaling initiatives. He blends investment sourcing, due diligence, and hands-on operational improvement to drive EBITDA expansion and exit planning. Prior roles span investment management and senior operating functions; holds advanced business credentials and is active in deal syndication and limited partner networks. Market-relevant expertise includes growth equity, operational turnarounds, and governance oversight.
Investment Philosophy & Strategy
Focuses on growth-stage technology and financial-services companies, pursuing concentrated growth-equity investments where operational intervention accelerates value creation. Prioritizes rigorous due diligence, board-level governance, and disciplined capital allocation to catalyze EBITDA expansion through commercial scaling, margin improvement, and targeted M&A. Favors multi-year hold periods that balance active operational involvement with exit-driven value realization. Risk-managed portfolio construction combines selective syndication with hands-on turnaround playbooks, emphasizing scalable revenue models, repeatable unit economics, and clear governance milestones to de-risk exits.
Focuses on growth-stage technology and financial-services companies, pursuing concentrated growth-equity investments where operational intervention accelerates value creation. Prioritizes rigorous due diligence, board-level governance, and disciplined capital allocation to catalyze EBITDA expansion through commercial scaling, margin improvement, and targeted M&A. Favors multi-year hold periods that balance active operational involvement with exit-driven value realization. Risk-managed portfolio construction combines selective syndication with hands-on turnaround playbooks, emphasizing scalable revenue models, repeatable unit economics, and clear governance milestones to de-risk exits.
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:
19.65%
Gain -1.47%
Monthly
0.84%
Yearly
10.53%
Drawdown
14.56%
$192.86M
Equity
Holdings
$192.86M
Investment
$181.57M
$12.56M
Profit -$2.48M
Realized
$1.26M
Unrealized
$11.29M
Dividends
$3.67M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.47%
Profit
-$2.48M
Win %
60%
This Week
Compared To Last Week
Gain
-4.13%
Profit
-$8.3M
Win %
60%
This Month
Compared to last month
Gain
-1.51%
Profit
-$2.95M
Win %
60%
This Year
Compared to last year
Gain
-1.9%
Profit
-$3.74M
Win %
58%
WIT Wipro Limited American Depositary Receipt
+3.48%
+$874.18 
MOG-A Moog Inc.
+2.74%
+$10,419.57 
COKE Coca-Cola Consolidated Inc.
+2.42%
+$11,333.6 
UL Unilever PLC Sponsored American Depositary Receipt
+2.15%
+$5,188.87 
SHO Sunstone Hotel Investors Inc.
+2.06%
+$2,812.6 
SHEL Shell plc
+2.05%
+$9,063 
SW Smurfit WestRock PLC
+1.76%
+$3,343.7 
GE General Electric Company
+1.68%
+$3,457.03 
JPM JPMorgan Chase & Co.
+1.6%
+$22,560.24 
RGLD Royal Gold Inc.
+1.59%
+$3,943.73 
GOLF Acushnet Holdings Corp.
+1.52%
+$3,518.68 
DEI Douglas Emmett Inc.
+1.51%
+$1,985.34 
FOXA Fox Corporation
+1.42%
+$6,912.36 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.39%
+$3,347.51 
HD The Home Depot, Inc.
+1.37%
+$9,489.36 
BCC Boise Cascade Company
+1.31%
+$4,679.73 
BLK BlackRock, Inc.
+1.28%
+$3,355.2 
PG Procter & Gamble Co
+1.2%
+$3,713.85 
COST Costco Wholesale Corporation
+1.17%
+$2,632.35 
FTDR Frontdoor, Inc.
+1.17%
+$2,910.61 
MNST Monster Beverage Corporation
+1.14%
+$3,987.64 
MGEE Mge Energy Inc.
+1.06%
+$10,278.54 
ADI Analog Devices, Inc.
+1.03%
+$2,559.27 
HLMN Hillman Solutions Corp.
+1.03%
+$1,239.37 
PTON Peloton Interactive, Inc.
+1.03%
+$850.96 
CCNE CNB Financial Corporation
+1.02%
+$2,539.2 
AHRT AMERICAN HEALTHCARE REIT INC
+1%
+$1,894.44 
XOM Exxon Mobil Corporation
+1%
+$3,589.64 
NKE Nike, Inc. - Class B
+0.89%
+$2,895.42 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.88%
+$3,175.95 
FCBC First Community Bankshares Inc.
+0.87%
+$2,745.96 
PSX Phillips 66
+0.86%
+$38,303.52 
AAPL Apple Inc.
+0.81%
+$68,449.47 
OTTR Otter Tail Corporation
+0.8%
+$2,054.16 
AXP American Express Company
+0.79%
+$2,847.81 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$16,729.78 
WOR Worthington Enterprises Inc.
+0.78%
+$6,799.5 
BAC Bank of America Corporation
+0.77%
+$3,769.2 
ORA Ormat Technologies Inc.
+0.75%
+$1,790.78 
CENT Central Garden & Pet Company
+0.74%
+$2,006.94 
OR OR ROYALTIES INC COMMON STOCK
+0.74%
+$3,650.92 
SCCO Southern Copper Corporation
+0.69%
+$1,893.3 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.68%
+$1,476.58 
KR Kroger Co.
+0.68%
+$6,088.12 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$1,923.77 
V Visa Inc. Class A
+0.65%
+$4,115.51 
SHBI Shore Bancshares Inc.
+0.64%
+$1,340.96 
HTO SJW Group
+0.64%
+$1,435.55 
LLY Eli Lilly and Company
+0.63%
+$3,282.24 
NSP Insperity Inc.
+0.62%
+$1,567.44 
ADT ADT Inc.
+0.58%
+$1,752.08 
DC Dakota Gold Corp
+0.54%
+$371.55 
JNJ Johnson & Johnson
+0.51%
+$5,046.6 
JJSF J&J Snack Foods Corp.
+0.5%
+$1,397.9 
HTH Hilltop Holdings Inc.
+0.49%
+$1,668.78 
EQH Equitable Holdings, Inc.
+0.49%
+$2,552.68 
TME Tencent Music Entertainment Group
+0.46%
+$741.8 
FSBC Five Star Bancorp
+0.45%
+$1,001.91 
HOPE Hope Bancorp Inc.
+0.45%
+$710.04 
PRKS United Parks & Resorts Inc.
+0.44%
+$2,296.07 
ABBV AbbVie Inc.
+0.44%
+$1,199.19 
WMT Walmart Inc.
+0.42%
+$5,063.5 
WHD Cactus Inc.
+0.37%
+$1,475.1 
MBC MasterBrand, Inc.
+0.36%
+$263.93 
COSM Cosmos Health Inc.
+0.36%
+$14.4 
BOW Bowhead Specialty Holdings Inc.
+0.34%
+$1,085.03 
AOS A. O. Smith Corporation
+0.33%
+$1,298.51 
CAT Caterpillar Inc.
+0.32%
+$941.92 
UNM Unum Group
+0.31%
+$1,272.81 
RNW Renew Energy Global Plc
+0.29%
+$1,345.38 
CRC California Resources Corp
+0.28%
+$676.5 
URI United Rentals, Inc.
+0.28%
+$643.87 
EFA iShares MSCI EAFE ETF
+0.27%
+$3,446.52 
JXN Jackson Financial Inc.
+0.25%
+$994.95 
IBOC International Bancshares Corporation
+0.22%
+$714.6 
CGAU Centerra Gold Inc.
+0.2%
+$742.86 
VLO Valero Energy Corporation
+0.19%
+$11,047.33 
AMGN Amgen Inc.
+0.17%
+$693.5 
NGVT Ingevity Corporation
+0.16%
+$952.89 
ABEV Ambev S.A.
+0.15%
+$98.27 
CASS Cass Information Systems, Inc.
+0.15%
+$405.84 
PAYO Payoneer Global Inc.
+0.14%
+$497.75 
BZH Beazer Homes USA Inc.
+0.14%
+$334.75 
DOC Healthpeak Properties, Inc.
+0.13%
+$367.48 
NVDA NVIDIA Corporation
+0.12%
+$16,816.14 
RUSHA Rush Enterprises Inc.
+0.1%
+$346 
MA Mastercard Incorporated
+0.06%
+$341.94 
VONV Vanguard Russell 1000 Value Index Fund
+0.04%
+$80 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.02%
+$258.73 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 MTA
MTA
0%
$0 OKE
OKE
0%
$0 
TLK Telkom Indonesia Persero Tbk. - ADR
-12.56%
-$17,679.08 
VNET VNET Group Inc. American Depositary Receipt
-8.29%
-$7,385.41 
PANW Palo Alto Networks, Inc.
-7.26%
-$204,261.04 
COHU Cohu Inc.
-7.26%
-$12,875.53 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$195,397.87 
FTNT Fortinet Inc.
-6.92%
-$213,677.48 
LEU Centrus Energy Corp.
-6.86%
-$16,741.51 
PLTR Palantir Technologies Inc.
-6.3%
-$16,027.47 
DDOG Datadog, Inc. Class A Common Stock
-6.24%
-$109,709.05 
PD PagerDuty Inc.
-6.14%
-$21,650.5 
STX Seagate Technology Holdings plc
-5.47%
-$108,211.05 
P Everpure Inc.
-5.37%
-$115,035.48 
XXI Twenty One Capital, Inc. - Class A
-5.18%
-$5,391.23 
HPE Hewlett Packard Enterprise Company
-4.95%
-$115,362 
TEAM Atlassian Corporation Class A
-4.86%
-$15,035.59 
WDC Western Digital Corporation
-4.5%
-$7,479.3 
SNDK SanDisk Corporation
-4.26%
-$92,992.3 
ACHR Archer Aviation Inc.
-4.21%
-$5,271.12 
SITM SiTime Corporation
-4.19%
-$9,975 
INTC Intel Corporation
-4.11%
-$67,247.96 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.83%
-$50,407.78 
AMCX AMC Networks Inc.
-3.79%
-$7,403.37 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.78%
-$9,489.4 
SNAP Snap Inc.
-3.73%
-$4,554.72 
LITE Lumentum Holdings Inc.
-3.73%
-$59,518.76 
MU Micron Technology, Inc.
-3.71%
-$98,955.97 
AMD Advanced Micro Devices, Inc.
-3.52%
-$85,720.72 
NTAP NetApp, Inc.
-3.42%
-$89,256.44 
ORCL Oracle Corporation
-3.29%
-$6,551.97 
CXW CoreCivic Inc.
-3.2%
-$9,640 
UMC United Microelectronics Corp. Sponsored ADR
-3.15%
-$7,155.72 
LRCX Lam Research Corporation
-3.08%
-$7,324.32 
ANET Arista Networks, Inc.
-3.03%
-$20,380.6 
AMAT Applied Materials, Inc.
-3.01%
-$8,850.97 
OSPN OneSpan Inc.
-2.94%
-$6,365.62 
AVGO Broadcom Inc.
-2.85%
-$25,990.49 
BHE Benchmark Electronics Inc.
-2.84%
-$8,698.56 
KLAC KLA Corporation
-2.75%
-$7,971.51 
ILMN Illumina, Inc.
-2.73%
-$93,337.67 
MRVL Marvell Technology, Inc.
-2.71%
-$47,232.12 
DELL Dell Technologies Inc.
-2.71%
-$50,269.2 
CRM Salesforce Inc
-2.63%
-$11,526.26 
BILL Bill Holdings Inc.
-2.47%
-$7,558.56 
NFLX Netflix, Inc.
-2.45%
-$10,555.4 
IBKR Interactive Brokers Group Inc.
-2.38%
-$18,997.34 
META Meta Platforms Inc Class A
-2.21%
-$20,008.28 
CHEF The Chefs' Warehouse, Inc.
-2.17%
-$8,133.4 
AMSC American Superconductor Corporation
-1.97%
-$4,350.24 
MSFT Microsoft Corp.
-1.88%
-$78,821.53 
HSTM HealthStream Inc.
-1.87%
-$5,557.23 
DCH Dauch Corporation
-1.86%
-$1,678.37 
INTU Intuit Inc.
-1.85%
-$11,370.42 
STRA Strategic Education Inc.
-1.82%
-$10,392.69 
MBLY Mobileye Global Inc.
-1.82%
-$3,154.82 
KFRC Kforce Inc.
-1.8%
-$5,979.9 
AVT Avnet Inc.
-1.75%
-$8,221.72 
AVAH Aveanna Healthcare Holdings Inc.
-1.74%
-$2,298.78 
CSCO Cisco Systems, Inc.
-1.72%
-$11,034.79 
ULTA Ulta Beauty Inc.
-1.68%
-$3,877.17 
UAL United Airlines Holdings, Inc.
-1.67%
-$4,522.44 
WKC World Kinect Corporation
-1.66%
-$7,631.1 
PAYC Paycom Software, Inc.
-1.66%
-$9,234.76 
NAVI Navient Corporation
-1.62%
-$6,692.9 
EBAY eBay Inc.
-1.62%
-$4,577 
VIPS Vipshop Holdings Ltd - ADR
-1.59%
-$2,672.46 
GOOGL Alphabet Inc
-1.55%
-$32,422.53 
CARS Cars.com Inc.
-1.51%
-$2,299.89 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$228,311.14 
MPT Medical Properties Trust, Inc.
-1.45%
-$722.25 
IRDM Iridium Communications Inc.
-1.43%
-$6,031.4 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$3,405.87 
IIPR Innovative Industrial Properties Inc.
-1.43%
-$5,236.4 
GOOG Alphabet Inc
-1.41%
-$11,007.9 
VONG Vanguard Russell 1000 Growth Fund
-1.24%
-$5,372 
GDDY Godaddy Inc.
-1.23%
-$5,772.36 
PLXS Plexus Corp.
-1.2%
-$8,021.28 
VUG Vanguard Growth ETF
-1.19%
-$5,650.67 
SAFE Safehold Inc.
-1.17%
-$3,335.99 
RGR Sturm, Ruger & Company, Inc.
-1.15%
-$4,942.08 
DAL Delta Air Lines, Inc.
-1.13%
-$2,694.57 
IWM iShares Russell 2000 ETF
-1.13%
-$4,011.38 
LBTYK Liberty Global plc
-1.08%
-$1,149.71 
TSLA Tesla, Inc.
-1.07%
-$11,891.73 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.05%
-$2,818.65 
LILAK Liberty Latin America Ltd.
-0.92%
-$2,165.55 
CNXN PC Connection, Inc.
-0.91%
-$1,982.04 
VB Vanguard Small-Cap ETF
-0.88%
-$2,283.46 
UBER Uber Technologies, Inc.
-0.79%
-$2,203.6 
NYT New York Times Co.
-0.77%
-$1,936.09 
ADAM Adamas Trust, Inc.
-0.75%
-$816.78 
TGT Target Corporation
-0.75%
-$4,646.07 
CON Concentra Group Holdings Inc.
-0.71%
-$2,432.36 
SCHM Schwab U.S. Mid-Cap ETF
-0.67%
-$3,051.18 
LULU lululemon athletica inc.
-0.65%
-$1,837.44 
AMZN Amazon.com Inc
-0.62%
-$8,140.11 
OWL Blue Owl Capital Inc.
-0.61%
-$936.98 
CNNE Cannae Holdings Inc.
-0.58%
-$1,607.02 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$9,238.25 
SAN Banco Santander S.A. Sponsored ADR
-0.56%
-$883.65 
IVV iShares Core S&P 500 ETF
-0.54%
-$16,487.83 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$81,247.59 
QFIN Qifu Technology, Inc. American Depositary Shares
-0.52%
-$434.07 
MLI Mueller Industries Inc.
-0.5%
-$1,284.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.5%
-$12,889.77 
DRS Leonardo DRS, Inc.
-0.49%
-$2,381.32 
LOAR Loar Holdings Inc.
-0.49%
-$1,607.66 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$18,841.02 
PAYX Paychex Inc.
-0.46%
-$2,013.94 
BATRK Atlanta Braves Holdings, Inc.
-0.42%
-$2,241.33 
HRB H&R Block Inc.
-0.41%
-$1,090.2 
BLMN Bloomin' Brands Inc.
-0.4%
-$639.36 
AAT American Assets Trust, Inc.
-0.37%
-$1,248.16 
VSTS Vestis Corporation
-0.35%
-$540.65 
DV DoubleVerify Holdings Inc.
-0.33%
-$1,093.9 
NAT Nordic American Tankers Ltd.
-0.32%
-$815.83 
DOCS Doximity Inc.
-0.32%
-$1,454 
SNDR Schneider National, Inc.
-0.32%
-$831.5 
EQX Equinox Gold Corp.
-0.32%
-$420.7 
MMI Marcus & Millichap Inc.
-0.3%
-$1,150.13 
HDSN Hudson Technologies Inc.
-0.3%
-$323.1 
VIRT Virtu Financial, Inc.
-0.29%
-$775.66 
VNO Vornado Realty Trust
-0.26%
-$852.12 
VO Vanguard Mid-Cap ETF
-0.25%
-$1,751.72 
NWSA News Corporation
-0.25%
-$2,139.53 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.24%
-$530.75 
TBBK The Bancorp, Inc.
-0.19%
-$440.51 
RAMP LiveRamp Holdings, Inc.
-0.09%
-$234.71 
REX Rex American Resources Corporation
-0.07%
-$362.49 
PLUS Eplus Inc.
-0.06%
-$308.28 
MPC Marathon Petroleum Corporation
-0.03%
-$1,311.71 Events
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Dividends
Dividend Analysis
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| Trades 758 | Longs Won 443/758 58% | Profit Factor 1.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,035.67 |
| Average Win $72,694.7 | Best Trade (Oct 14) $4.98M | Sharpe Ratio -9.61 |
| Average Loss -$62,564.53 | Worst Trade (Oct 16) -$1.47M | Z-Score -1.02 (69.47%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy $16,565.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,086 | 2,778 | 2,469 | 2,160 | 1,852 | 1,543 | 1,235 | 926 | 617 | 309 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,711 | $6.23M | $8.52M | - | $2.29M | 36.66% | +0.81% |
| AAT American Assets Trust, Inc. | 15,602 | $331,699 | $333,414.74 | - | $1,715.74 | 0.52% | -0.373% |
| ABBV AbbVie Inc. | 971 | $226,772.2 | $276,380.58 | - | $49,608.38 | 21.88% | +0.436% |
| ABEV Ambev S.A. | 19,653 | $57,386.95 | $64,167.04 | - | $6,780.09 | 11.81% | +0.153% |
| ACHR Archer Aviation Inc. | 29,284 | $145,541 | $119,771.56 | - | -$25,769.44 | -17.71% | -4.215% |
| ADAM Adamas Trust, Inc. | 14,010 | $125,847.42 | $108,321.12 | - | -$17,526.3 | -13.93% | -0.748% |
| ADI Analog Devices, Inc. | 613 | $243,230 | $250,180.62 | - | $6,950.62 | 2.86% | +1.034% |
| ADT ADT Inc. | 43,802 | $266,316 | $302,233.8 | - | $35,917.8 | 13.49% | +0.583% |
| AHRT AMERICAN HEALTHCARE REIT INC | 31,574 | $189,325.95 | $190,391.22 | - | $1,065.27 | 0.56% | +1.005% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,353 | $1.55M | $1.26M | - | -$285,587.8 | -18.43% | -3.835% |
| AMAT Applied Materials, Inc. | 684 | $494,571.3 | $285,275.88 | - | -$209,295.42 | -42.32% | -3.009% |
| AMCX AMC Networks Inc. | 18,057 | $180,208.6 | $187,973.37 | - | $7,764.77 | 4.31% | -3.789% |
| AMD Advanced Micro Devices, Inc. | 4,337 | $2.52M | $2.35M | - | -$166,735.92 | -6.62% | -3.515% |
| AMGN Amgen Inc. | 950 | $264,741.58 | $413,022 | - | $148,280.42 | 56.01% | +0.168% |
| AMSC American Superconductor Corporation | 8,208 | $238,935 | $216,362.88 | - | -$22,572.12 | -9.45% | -1.971% |
| AMZN Amazon.com Inc | 5,152 | $1.13M | $1.3M | - | $169,425.31 | 14.93% | -0.62% |
| ANET Arista Networks, Inc. | 3,620 | $527,470.23 | $651,419 | - | $123,948.77 | 23.5% | -3.034% |
| AOS A. O. Smith Corporation | 6,659 | $375,355 | $397,309.23 | - | $21,954.23 | 5.85% | +0.328% |
| ASML ASML Holding N.V. New York Registry Shares | 173 | $342,928.69 | $288,660.88 | - | -$54,267.81 | -15.82% | +0.671% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 5,987 | $269,646.48 | $241,306.03 | - | -$28,340.45 | -10.51% | -3.784% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Chris Kleine?
The largest contributions to the portfolio's profits come from the following stocks: Hartford Total Return Bond ETF - $2.49M, iShares Core S&P Small-Cap ETF - $1.46M, Seagate Technology Holdings plc - $561,881.6, Micron Technology, Inc - $552,624.41, and Alphabet Inc - $545,662.52. 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: Corning Incorporated - $849,703.98, SanDisk Corporation - $753,821.54, Ciena Corporation - $515,280.48, Applied Materials, Inc - $452,728.42, and Coherent Corp - $438,159.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Kleine's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.67M earned over time. The largest contributors to dividend income include Hartford Total Return Bond ETF - $2.16M, iShares Core S&P Small-Cap ETF - $141,798.31, SPDR S&P 500 ETF Trust - $91,596.7, iShares Core S&P 500 ETF - $61,323.51, and JPMorgan Chase & Co - $57,166.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Kleine's monthly returns?
Chris Kleine'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 Chris Kleine's strategy be considered aggressive or moderate?
Chris Kleine's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chris Kleine's strategy?
Chris Kleine'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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