Christopher Clancy Portfolio
Invests via Global Wealth Strategies & Associates | Managed by Christopher Clancy
Invests via Global Wealth Strategies & Associates
Managed by Christopher Clancy
Automatically Tracked
Christopher Clancy Profile
With a robust foundation in financial leadership, Christopher Clancy has emerged as a pivotal figure in the investment landscape. His extensive experience spans across various roles within investment banking and asset management, where he has consistently demonstrated expertise in capital markets and corporate finance. Renowned for his strategic acumen, he navigates complex transactions with finesse, fostering growth opportunities for both established firms and startups alike. Clancy's insights into market trends are highly valued by stakeholders seeking to drive value creation through informed decision-making. He continues to influence the industry through mentorship and advisory positions, positioning him as a key contributor to future ventures.
With a robust foundation in financial leadership, Christopher Clancy has emerged as a pivotal figure in the investment landscape. His extensive experience spans across various roles within investment banking and asset management, where he has consistently demonstrated expertise in capital markets and corporate finance. Renowned for his strategic acumen, he navigates complex transactions with finesse, fostering growth opportunities for both established firms and startups alike. Clancy's insights into market trends are highly valued by stakeholders seeking to drive value creation through informed decision-making. He continues to influence the industry through mentorship and advisory positions, positioning him as a key contributor to future ventures.
Investment Philosophy & Strategy
In the investment arena, Christopher Clancy leverages his extensive financial acumen to drive impactful business outcomes. His entrepreneurial background informs a unique approach to opportunity assessment, fostering an environment where innovation thrives and growth potential is maximized. Emphasizing strategic foresight, he focuses on navigating evolving market dynamics while identifying high-value ventures. By blending experience in both established enterprises and emerging startups, decision-making reflects a strong inclination towards scalability and sustainable development. The leadership style embodies collaboration and mentorship, cultivating talent while shaping future industry leaders.
In the investment arena, Christopher Clancy leverages his extensive financial acumen to drive impactful business outcomes. His entrepreneurial background informs a unique approach to opportunity assessment, fostering an environment where innovation thrives and growth potential is maximized. Emphasizing strategic foresight, he focuses on navigating evolving market dynamics while identifying high-value ventures. By blending experience in both established enterprises and emerging startups, decision-making reflects a strong inclination towards scalability and sustainable development. The leadership style embodies collaboration and mentorship, cultivating talent while shaping future industry leaders.
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:
76.47%
Gain -0.84%
Monthly
1.51%
Yearly
19.73%
Drawdown
19.77%
$528.99M
Equity
Holdings
$528.99M
Investment
$406.04M
$155.87M
Profit -$2.62M
Realized
$32.92M
Unrealized
$122.95M
Dividends
$21.96M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.62M
Win %
77%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$4.34M
Win %
77%
This Month
Compared to last month
Gain
-0.5%
Profit
-$2.64M
Win %
77%
This Year
Compared to last year
Gain
0.22%
Profit
$1.18M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$1.2M 
GOOG Alphabet Inc
+6.88%
+$28,299.04 
GOOGL Alphabet Inc
+6.73%
+$53,366.25 
FTNT Fortinet Inc.
+4.99%
+$15,061.2 
TT Trane Technologies plc
+3.33%
+$6,029.37 
META Meta Platforms Inc Class A
+3.28%
+$11,845.59 
MSFT Microsoft Corp.
+3.02%
+$50,312.24 
NVDA NVIDIA Corporation
+2.93%
+$43,099.13 
CSCO Cisco Systems, Inc.
+2.14%
+$4,597.56 
FCG First Trust Natural Gas ETF
+1.91%
+$32,574.85 
LMT Lockheed Martin Corporation
+1.5%
+$5,359.23 
AMAT Applied Materials, Inc.
+1.18%
+$2,401.31 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,075.16 
VUG Vanguard Growth ETF
+1.1%
+$3,060.63 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$68,041.12 
OEF iShares S&P 100 ETF
+0.95%
+$28,008.61 
JAVA JPMorgan Active Value ETF
+0.87%
+$4,195.1 
IBM International Business Machines Corporation
+0.86%
+$3,518.18 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$199,984.9 
TSLA Tesla, Inc.
+0.76%
+$5,026.76 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,904.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,491.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$1.02M 
CAT Caterpillar Inc.
+0.7%
+$2,120.58 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$228,241 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,172.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$131,739.24 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,888.76 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$1,470.5 
IWB iShares Russell 1000 ETF
+0.64%
+$3,573.31 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$5,377.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,713.16 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$6,985.94 
BBD Banco Bradesco S.A. ADR
+0.56%
+$218.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,883.26 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$3,780.78 
RTX RTX Corporation
+0.39%
+$1,203.72 
AVGO Broadcom Inc.
+0.37%
+$1,559.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,409.88 
XNTK SPDR NYSE Technology ETF
+0.33%
+$2,071 
MUST Columbia Multi-Sector Municipal Income ETF
+0.3%
+$10,586.34 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$5,147.2 
JPM JPMorgan Chase & Co.
+0.27%
+$7,545.38 
JNJ Johnson & Johnson
+0.21%
+$1,063.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$7,056.58 
MMM 3M Company
+0.12%
+$263.54 
SOXX iShares Semiconductor ETF
+0.07%
+$4,996.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 
AAPL Apple Inc.
-7.35%
-$270,970.52 
STCE Schwab Crypto Thematic ETF
-4.08%
-$162,605.8 
IBRX ImmunityBio, Inc.
-3.76%
-$8,125.6 
QCOM QUALCOMM Incorporated
-2.63%
-$12,424.89 
ABBV AbbVie Inc.
-2.51%
-$8,598.63 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,285.29 
JBS JBS N.V.
-1.89%
-$8,910 
IAU iShares Gold Trust
-1.46%
-$142,739.34 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$29,925.27 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,984.51 
SHW The Sherwin-Williams Company
-1.16%
-$30,659.08 
KO The Coca-Cola Company
-1.02%
-$2,561.4 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$75,347.98 
XOM Exxon Mobil Corporation
-0.97%
-$2,640.78 
MCI Barings Corporate Investors
-0.78%
-$38,967.37 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,121.33 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,090.64 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$4,354.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,694.17 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$1,816.22 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$317,406.6 
SCHF Schwab International Equity ETF
-0.58%
-$1,881.12 
LLY Eli Lilly and Company
-0.53%
-$2,029.03 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$41,665.39 
ETR Entergy Corporation
-0.38%
-$899.54 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$94,834.63 
ABEV Ambev S.A.
-0.32%
-$118.55 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,292.44 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$3,191.48 
FSEC Fidelity Investment Grade Securitized ETF
-0.3%
-$27,697.93 
VTV Vanguard Value ETF
-0.27%
-$1,434.86 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,076.49 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$84,917.27 
COST Costco Wholesale Corporation
-0.24%
-$1,055.63 
VB Vanguard Small-Cap ETF
-0.22%
-$1,017.03 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$983.34 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$28,992.86 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$457.73 
BIZD VanEck BDC Income ETF
-0.16%
-$270.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,796.53 
MUB iShares National Muni Bond ETF
-0.11%
-$14,306.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$571.76 
HYD VanEck High Yield Muni ETF
-0.1%
-$241.2 
BINC iShares Flexible Income Active ETF
-0.08%
-$10,694.17 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$225.08 
V Visa Inc. Class A
-0.04%
-$1,635.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$4,212.55 Events
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Dividends
Dividend Analysis
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| Trades 2827 | Longs Won 1932/2827 68% | Profit Factor 24.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,972.91 |
| Average Win $84,114.43 | Best Trade (Aug 14) $26.55M | Sharpe Ratio -31.08 |
| Average Loss -$7,415.86 | Worst Trade (Aug 03) -$1.53M | Z-Score 4.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $55,136.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,051 | $1.87M | $3.41M | - | $1.54M | 82.2% | -7.354% |
| ABBV AbbVie Inc. | 1,329 | $297,544.57 | $333,499.26 | - | $35,954.69 | 12.08% | -2.513% |
| ABEV Ambev S.A. | 11,855 | $37,225 | $36,869.05 | - | -$355.95 | -0.96% | -0.321% |
| AMAT Applied Materials, Inc. | 407 | $46,829.65 | $206,621.69 | - | $159,792.04 | 341.22% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 572 | $134,236.42 | $272,357.79 | - | $138,121.37 | 102.89% | -1.904% |
| AMZN Amazon.com Inc | 33,351 | $7.47M | $9.06M | - | $1.59M | 21.24% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 133 | $258,961.42 | $216,657 | - | -$42,304.42 | -16.34% | -1.359% |
| AVGO Broadcom Inc. | 1,083 | $323,181.94 | $421,590.24 | - | $98,408.3 | 30.45% | +0.371% |
| BAI iShares A.I. Innovation and Tech Active ETF | 20,682 | $698,362.84 | $854,993.88 | - | $156,631.04 | 22.43% | +0.633% |
| BBD Banco Bradesco S.A. ADR | 10,920 | $37,892 | $39,421.2 | - | $1,529.2 | 4.04% | +0.557% |
| BINC iShares Flexible Income Active ETF | 267,361 | $13.95M | $13.9M | - | -$45,771.13 | -0.33% | -0.077% |
| BIZD VanEck BDC Income ETF | 13,541 | $178,211.15 | $167,908.4 | - | -$10,302.75 | -5.78% | -0.161% |
| BND Vanguard Total Bond Market Index Fund | 446,933 | $32.6M | $32.28M | - | -$315,133.22 | -0.97% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 758 | $304,411.47 | $387,747.32 | - | $83,335.85 | 27.38% | +0.365% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 22,508 | $423,376.56 | $416,285.46 | - | -$7,091.1 | -1.67% | -0.054% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 21,852 | $456,266.37 | $442,065.96 | - | -$14,200.41 | -3.11% | -0.222% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 13,078 | $274,899.47 | $265,248 | - | -$9,651.47 | -3.51% | -0.172% |
| CAT Caterpillar Inc. | 374 | $140,706.98 | $304,738.94 | - | $164,031.96 | 116.58% | +0.701% |
| COST Costco Wholesale Corporation | 463 | $404,651.49 | $440,725.07 | - | $36,073.58 | 8.91% | -0.239% |
| CSCO Cisco Systems, Inc. | 1,892 | $133,959.91 | $219,453.08 | - | $85,493.17 | 63.82% | +2.14% |
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FAQ
Which stocks have generated the highest profits for Christopher Clancy?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $15.67M, iShares Core MSCI EAFE ETF - $5.22M, iShares MSCI USA Quality Factor ETF - $3.71M, Vanguard Total Bond Market Index Fund - $3.01M, and iShares MSCI USA Momentum Factor ETF - $2.6M. 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: Pfizer Inc - $48,001.18, Oracle Corporation - $29,252.95, ChargePoint Holdings, Inc - $20,139, Accenture plc Class A - $19,508.42, and UnitedHealth Group Incorporated - $19,389.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Clancy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.96M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $4.83M, iShares Core MSCI EAFE ETF - $3.92M, Vanguard Total Bond Market Index Fund - $3M, iShares Flexible Income Active ETF - $1.04M, and iShares National Muni Bond ETF - $874,068.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Clancy's monthly returns?
Christopher Clancy'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 Christopher Clancy's strategy be considered aggressive or moderate?
Christopher Clancy'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 Christopher Clancy's strategy?
Christopher Clancy'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.
