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:
65.38%
Gain -2.44%
Monthly
1.46%
Yearly
18.99%
Drawdown
19.77%
$515.09M
Equity
Holdings
$515.09M
Investment
$406.04M
$141.83M
Profit -$7.91M
Realized
$32.78M
Unrealized
$109.05M
Dividends
$21.38M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.44%
Profit
-$7.91M
Win %
73%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.52M
Win %
73%
This Month
Compared to last month
Gain
-2.41%
Profit
-$12.73M
Win %
73%
This Year
Compared to last year
Gain
-2.41%
Profit
-$12.72M
Win %
70%
STCE Schwab Crypto Thematic ETF
+6.31%
+$238,101.35 
AMD Advanced Micro Devices, Inc.
+2.2%
+$6,234.79 
AVGO Broadcom Inc.
+1.95%
+$7,840.92 
MSFT Microsoft Corp.
+1.74%
+$25,266.96 
GOOG Alphabet Inc
+1.65%
+$7,047.04 
GOOGL Alphabet Inc
+1.54%
+$12,658.75 
ABEV Ambev S.A.
+1.49%
+$533.48 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$13,766.45 
AMZN Amazon.com Inc
+1%
+$82,710.48 
BBD Banco Bradesco S.A. ADR
+0.99%
+$382.2 
CTA Simplify Managed Futures Strategy ETF
+0.94%
+$8,764.6 
JBS JBS N.V.
+0.92%
+$3,630 
XOM Exxon Mobil Corporation
+0.86%
+$2,183.39 
V Visa Inc. Class A
+0.68%
+$28,504.08 
XNTK SPDR NYSE Technology ETF
+0.66%
+$4,265.5 
NLR VanEck Uranium and Nuclear ETF
+0.58%
+$11,735.4 
SOXX iShares Semiconductor ETF
+0.51%
+$36,643.2 
META Meta Platforms Inc Class A
+0.42%
+$1,822.4 
FTNT Fortinet Inc.
+0.41%
+$1,290.96 
RTX RTX Corporation
+0.33%
+$917.12 
MUST Columbia Multi-Sector Municipal Income ETF
+0.32%
+$11,468.53 
BAI iShares A.I. Innovation and Tech Active ETF
+0.3%
+$2,688.66 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$4,519.44 
FCG First Trust Natural Gas ETF
+0.23%
+$3,849.76 
IBM International Business Machines Corporation
+0.22%
+$865.74 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$1,237.72 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$23,652.69 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$31,747.97 
QQQM Invesco NASDAQ 100 ETF
+0.14%
+$45,883.5 
VUG Vanguard Growth ETF
+0.07%
+$181 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$128.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$2,417.89 
MCI Barings Corporate Investors
+0.03%
+$1,498.74 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$208.4 
VPL Vanguard FTSE Pacific ETF
+0.01%
+$1,018.22 
HIMU
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSLA Tesla, Inc.
-2.93%
-$23,792.1 
LLY Eli Lilly and Company
-2.23%
-$8,685.44 
CAT Caterpillar Inc.
-2.08%
-$6,836.72 
BIZD VanEck BDC Income ETF
-2%
-$3,452.95 
SHW The Sherwin-Williams Company
-2%
-$50,791.24 
IBRX ImmunityBio, Inc.
-1.89%
-$4,207.9 
AAPL Apple Inc.
-1.65%
-$61,001.41 
JNJ Johnson & Johnson
-1.48%
-$7,502.46 
ETR Entergy Corporation
-1.08%
-$2,676.68 
JPM JPMorgan Chase & Co.
-1.01%
-$27,532.53 
EFG iShares MSCI EAFE Growth ETF
-0.89%
-$2,440.67 
ASML ASML Holding N.V. New York Registry Shares
-0.81%
-$1,876.63 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$382,903.2 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$4,216.73 
MDY SPDR S&P MidCap 400 ETF Trust
-0.76%
-$10,872.23 
TLT iShares 20+ Year Treasury Bond ETF
-0.76%
-$5,107.11 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.75%
-$2,027.09 
COST Costco Wholesale Corporation
-0.74%
-$3,231.74 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$187,538.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$4,008.6 
AMAT Applied Materials, Inc.
-0.69%
-$1,477.41 
TT Trane Technologies plc
-0.67%
-$1,286.43 
QCOM QUALCOMM Incorporated
-0.66%
-$3,534.39 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.66%
-$2,950.02 
ABBV AbbVie Inc.
-0.66%
-$2,226.07 
CSCO Cisco Systems, Inc.
-0.65%
-$1,381.16 
SCHF Schwab International Equity ETF
-0.65%
-$2,057.47 
VB Vanguard Small-Cap ETF
-0.63%
-$2,866.24 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$2,452.01 
VTV Vanguard Value ETF
-0.6%
-$3,198.08 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$89,539 
JAVA JPMorgan Active Value ETF
-0.56%
-$2,666.89 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.53%
-$1,491.89 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$1,103.57 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$1,331.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$17,994 
MMM 3M Company
-0.44%
-$878.5 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$1,800.64 
SCHA Schwab U.S. Small-Cap ETF
-0.41%
-$44,870.42 
FSEC Fidelity Investment Grade Securitized ETF
-0.32%
-$29,828.54 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$89,386.6 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$1,216.32 
IAU iShares Gold Trust
-0.27%
-$25,263.6 
HYD VanEck High Yield Muni ETF
-0.26%
-$651.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$4,212.73 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$3,766.04 
VOO Vanguard S&P 500 ETF
-0.23%
-$330,869.65 
IWB iShares Russell 1000 ETF
-0.23%
-$1,274.2 
IVV iShares Core S&P 500 ETF
-0.21%
-$1,263.25 
NVDA NVIDIA Corporation
-0.19%
-$2,943.64 
LMT Lockheed Martin Corporation
-0.19%
-$602.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.19%
-$47,166.25 
MUB iShares National Muni Bond ETF
-0.16%
-$20,863.15 
SPYI NEOS S&P 500 High Income ETF
-0.15%
-$346 
OEF iShares S&P 100 ETF
-0.12%
-$3,521.32 
BINC iShares Flexible Income Active ETF
-0.12%
-$16,041.66 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$352.47 
FTLS First Trust Long/Short Equity ETF
-0.07%
-$763.18 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.04%
-$358.23 
KO The Coca-Cola Company
-0.04%
-$99.61 Events
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Dividends
Dividend Analysis
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| Trades 2827 | Longs Won 1710/2827 60% | Profit Factor 19.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $610,590.32 |
| Average Win $87,497.13 | Best Trade (Jul 22) $24.66M | Sharpe Ratio -70.7 |
| Average Loss -$6,971.76 | Worst Trade (Jul 24) -$1.49M | Z-Score -7.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $50,170.68 |
| 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 |
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Returns
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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 - $15.76M, iShares Core MSCI EAFE ETF - $5.22M, iShares MSCI USA Quality Factor ETF - $3.73M, Vanguard Total Bond Market Index Fund - $2.79M, 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 $21.38M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $4.92M, iShares Core MSCI EAFE ETF - $3.92M, Vanguard Total Bond Market Index Fund - $2.77M, iShares Flexible Income Active ETF - $919,077.01, and iShares National Muni Bond ETF - $805,363.3. 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.
