Christopher Warner Portfolio
Invests via WARNER FINANCIAL Inc. | Managed by Christopher M. Warner, Barbara A. Warner
Invests via WARNER FINANCIAL Inc.
Managed by Christopher M. Warner, Barbara A. Warner
Automatically Tracked
Christopher Warner Profile
A seasoned investor-operator, Christopher Warner leverages a rich tapestry of experience across various sectors to drive growth and innovation. With a solid foundation in entrepreneurship, he has consistently demonstrated the ability to build scalable businesses and foster strategic partnerships that enhance market presence. His career includes pivotal roles where he influenced product development and market expansion strategies within dynamic environments. Notably adept at navigating challenges in rapidly evolving landscapes, his insights have positioned him as a key figure in enhancing organizational performance and achieving long-term objectives.
A seasoned investor-operator, Christopher Warner leverages a rich tapestry of experience across various sectors to drive growth and innovation. With a solid foundation in entrepreneurship, he has consistently demonstrated the ability to build scalable businesses and foster strategic partnerships that enhance market presence. His career includes pivotal roles where he influenced product development and market expansion strategies within dynamic environments. Notably adept at navigating challenges in rapidly evolving landscapes, his insights have positioned him as a key figure in enhancing organizational performance and achieving long-term objectives.
Investment Philosophy & Strategy
Growth opportunities in emerging markets drive Christopher Warner's investment approach, informed by extensive operational expertise. His entrepreneurial background equips him to identify scalable ventures while forging crucial partnerships that can accelerate expansion. Drawing on his leadership roles, he navigates complex market dynamics and champions innovative solutions tailored for competitive differentiation. This strategy emphasizes agility and responsiveness to consumer demand, enabling swift adjustments as new trends surface. With an eye toward fostering sustainable growth, his investments target sectors ripe for transformation and innovation.
Growth opportunities in emerging markets drive Christopher Warner's investment approach, informed by extensive operational expertise. His entrepreneurial background equips him to identify scalable ventures while forging crucial partnerships that can accelerate expansion. Drawing on his leadership roles, he navigates complex market dynamics and champions innovative solutions tailored for competitive differentiation. This strategy emphasizes agility and responsiveness to consumer demand, enabling swift adjustments as new trends surface. With an eye toward fostering sustainable growth, his investments target sectors ripe for transformation and innovation.
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:
122.2%
Gain -0.75%
Monthly
1.2%
Yearly
15.39%
Drawdown
25.2%
$343.16M
Equity
Holdings
$343.16M
Investment
$242.95M
$99.97M
Profit -$1.33M
Realized
-$247,745.2
Unrealized
$100.22M
Dividends
$16.67M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.33M
Win %
88%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.33M
Win %
88%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.85M
Win %
88%
This Year
Compared to last year
Gain
1.1%
Profit
$3.75M
Win %
88%
TXN Texas Instruments Inc
+4.5%
+$27,012.44 
CSCO Cisco Systems, Inc.
+2.2%
+$6,567.72 
NVDA NVIDIA Corporation
+1.79%
+$7,427.16 
AMAT Applied Materials, Inc.
+1.77%
+$6,570.73 
GOOG Alphabet Inc
+1.62%
+$29,208.43 
GOOGL Alphabet Inc
+1.54%
+$28,260.85 
VSGX Vanguard ESG International Stock ETF
+1.52%
+$15,847.8 
PAVE Global X U.S. Infrastructure Development ETF
+1.38%
+$4,265.38 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.31%
+$4,752.4 
IFRA iShares U.S. Infrastructure
+1.23%
+$20,674.04 
AMZN Amazon.com Inc
+1.09%
+$25,188.3 
IJR iShares Core S&P Small-Cap ETF
+1.09%
+$2,310.99 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.08%
+$6,961.22 
IYW iShares U.S. Technology ETF
+1.06%
+$12,162.7 
IWY iShares Russell Top 200 Growth ETF
+1.05%
+$2,515.99 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$117,006.31 
VGT Vanguard Information Technology ETF
+1.02%
+$3,629.59 
XLK State Street Technology Select Sector SPDR ETF
+1.02%
+$14,264.97 
VBK Vanguard Small-Cap Growth ETF
+1%
+$44,927.74 
VUG Vanguard Growth ETF
+1%
+$355,375.8 
NUSC Nuveen ESG Small-Cap ETF
+0.99%
+$2,302.78 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.98%
+$17,266.89 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.98%
+$16,525.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.97%
+$9,737.35 
IWF iShares Russell 1000 Growth ETF
+0.97%
+$8,397.26 
IJS iShares S&P Small-Cap 600 Value ETF
+0.95%
+$3,340.68 
IJH iShares Core S&P Mid-Cap ETF
+0.95%
+$8,915.49 
IWO iShares Russell 2000 Growth ETF
+0.94%
+$2,778.71 
CGIE Capital Group International Equity ETF
+0.94%
+$12,094.82 
PABU iShares Paris-Aligned Climate MSCI USA ETF
+0.91%
+$2,730.68 
SCHA Schwab U.S. Small-Cap ETF
+0.9%
+$8,810.47 
SCHF Schwab International Equity ETF
+0.9%
+$64,509.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.9%
+$210,126.42 
IWM iShares Russell 2000 ETF
+0.9%
+$5,167.52 
VXF Vanguard Extended Market ETF
+0.89%
+$29,075.22 
IQLT iShares MSCI International Quality Factor ETF
+0.88%
+$41,397.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.86%
+$3,230.88 
IHAK iShares Cybersecurity and Tech ETF
+0.85%
+$5,713 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.85%
+$93,576.74 
VB Vanguard Small-Cap ETF
+0.81%
+$42,909.28 
META Meta Platforms Inc Class A
+0.8%
+$3,636.13 
VEU Vanguard FTSE All-World ex-US ETF
+0.77%
+$16,901.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.76%
+$50,795.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.76%
+$3,163.55 
SCHM Schwab U.S. Mid-Cap ETF
+0.76%
+$15,531.88 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$11,131.08 
USXF iShares ESG Aware MSCI USA ETF
+0.74%
+$2,490.16 
IEFA iShares Core MSCI EAFE ETF
+0.73%
+$17,106.6 
VGK Vanguard FTSE Europe ETF
+0.72%
+$3,262.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.71%
+$29,888.1 
VNQ Vanguard Real Estate ETF
+0.7%
+$8,120.62 
FENI Fidelity Enhanced International ETF
+0.69%
+$24,231.62 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,932.25 
MO Altria Group, Inc.
+0.67%
+$1,463.85 
VOX Vanguard Communication Services ETF
+0.67%
+$4,476.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.66%
+$6,065.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$8,264.31 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.64%
+$12,407.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$1,288.43 
MAR Marriott International Inc. - Class A
+0.62%
+$1,236.39 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$23,987.48 
MGC Vanguard Mega Cap ETF
+0.61%
+$1,857.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.6%
+$39,221.58 
SCHX Schwab U.S. Large-Cap ETF
+0.6%
+$2,099.52 
IVV iShares Core S&P 500 ETF
+0.6%
+$20,403.9 
VOO Vanguard S&P 500 ETF
+0.59%
+$55,302.31 
CGDV Capital Group Dividend Value ETF
+0.58%
+$6,693.8 
FNDF Schwab Fundamental International Large Company Index ETF
+0.57%
+$10,796.69 
CGGR Capital Group Growth ETF
+0.57%
+$21,160.44 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$3,081.79 
SPEM SPDR Portfolio Emerging Markets ETF
+0.52%
+$3,116.88 
SCHE Schwab Emerging Markets Equity ETF
+0.51%
+$1,752.32 
IUSV iShares Core S&P U.S. Value ETF
+0.49%
+$1,020.6 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.48%
+$7,095.46 
NULV Nuveen ESG Large-Cap Value ETF
+0.45%
+$1,142.64 
MSFT Microsoft Corp.
+0.43%
+$7,148.96 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$14,881.05 
EFV iShares MSCI EAFE Value ETF
+0.41%
+$15,374.4 
NULG Nuveen ESG Large-Cap Growth ETF
+0.4%
+$1,617.36 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.4%
+$4,713 
PM Philip Morris International Inc.
+0.38%
+$1,674.74 
VIG Vanguard Dividend Appreciation ETF
+0.37%
+$35,416.83 
IGV iShares Expanded Tech-Software Sector ETF
+0.37%
+$1,699.2 
CGBL Capital Group Core Balanced ETF
+0.37%
+$1,481.36 
SCHV Schwab U.S. Large-Cap Value ETF
+0.36%
+$19,562.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$20,636.46 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.33%
+$802.8 
AAPL Apple Inc.
+0.33%
+$18,423.18 
VO Vanguard Mid-Cap ETF
+0.32%
+$32,315.38 
EWL iShares MSCI Switzerland ETF
+0.31%
+$642.6 
IWD iShares Russell 1000 Value ETF
+0.27%
+$2,430.09 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.25%
+$10,035.04 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$2,355.14 
DGRO iShares Core Dividend Growth ETF
+0.24%
+$2,439.36 
SUB iShares Short-Term National Muni Bond ETF
+0.23%
+$889.24 
PG Procter & Gamble Co
+0.2%
+$777.56 
DFLV Dimensional US Large Cap Value ETF
+0.17%
+$1,010.1 
FELV Fidelity Enhanced Large Cap Value ETF
+0.17%
+$1,069.11 
DVY iShares Select Dividend ETF
+0.15%
+$1,422.26 
OGE Oge Energy Corp.
+0.14%
+$410.48 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$492.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.13%
+$703.95 
BNY BlackRock New York Municipal Income Trust
+0.08%
+$694.14 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.07%
+$147.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$1,801.71 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$477.84 
SDY SPDR S&P Dividend ETF
+0.01%
+$183.12 
VTV Vanguard Value ETF
+0.01%
+$5,069.82 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$185.68 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
-$0.01 VDIG
VDIG
0%
$0 
IBM International Business Machines Corporation
-1.51%
-$26,272.98 
MU Micron Technology, Inc.
-1.49%
-$13,170.25 
PFE Pfizer Inc.
-1.44%
-$7,986.19 
JPM JPMorgan Chase & Co.
-0.82%
-$3,019.19 
KO The Coca-Cola Company
-0.81%
-$2,529.09 
JNJ Johnson & Johnson
-0.57%
-$3,281.16 
XSW SPDR S&P Software & Services ETF
-0.52%
-$1,987.2 
IBB iShares Biotechnology ETF
-0.51%
-$2,497.97 
LMT Lockheed Martin Corporation
-0.43%
-$2,057.16 
PPH VanEck Pharmaceutical ETF
-0.36%
-$2,269.28 
XLF Financial Select Sector SPDR Fund
-0.35%
-$13,823.83 
MCD McDonald's Corporation
-0.3%
-$854 
ITA iShares U.S. Aerospace & Defense ETF
-0.28%
-$3,096.91 
COF Capital One Financial Corporation
-0.28%
-$1,086.05 
VDE Vanguard Energy ETF
-0.24%
-$809.71 
FHLC Fidelity MSCI Health Care Index ETF
-0.24%
-$1,391.13 
VHT Vanguard Health Care ETF
-0.2%
-$2,690.56 
WMT Walmart Inc.
-0.14%
-$449.1 
CGCB Capital Group Core Bond ETF
-0.14%
-$531.3 
XOM Exxon Mobil Corporation
-0.12%
-$759.56 
VLUE iShares MSCI USA Value Factor ETF
-0.08%
-$1,878.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$2,247.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$3,214.32 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$1,834.22 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$127.72 
XBI SPDR S&P Biotech ETF
-0.04%
-$211.58 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$98.36 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$138.98 
LLY Eli Lilly and Company
-0.03%
-$415.86 
XLP Consumer Staples Select Sector SPDR Fund
-0.03%
-$85.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$103.88 
MOAT VanEck Morningstar Wide Moat Fund
-0.01%
-$168.57 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$141.1 Events
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Dividends
Dividend Analysis
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| Trades 1507 | Longs Won 1207/1507 80% | Profit Factor 21.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,140.42 |
| Average Win $86,882.56 | Best Trade (Oct 06) $10.6M | Sharpe Ratio -18.58 |
| Average Loss -$16,331.74 | Worst Trade (Dec 31) -$468,349.7 | Z-Score 54.48 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $66,335.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,138 | $3.56M | $5.68M | - | $2.12M | 59.63% | +0.325% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,194 | $586,760.12 | $490,313.6 | - | -$96,446.52 | -16.44% | -0.021% |
| AMAT Applied Materials, Inc. | 702 | $240,699 | $378,139.32 | - | $137,440.32 | 57.1% | +1.768% |
| AMZN Amazon.com Inc | 9,329 | $1.81M | $2.34M | - | $527,078.18 | 29.06% | +1.088% |
| BND Vanguard Total Bond Market Index Fund | 45,860 | $3.44M | $3.21M | - | -$226,844.72 | -6.6% | -0.057% |
| BNY BlackRock New York Municipal Income Trust | 6,036 | $506,417.46 | $869,395.26 | - | $362,977.8 | 71.68% | +0.08% |
| BRK-B Berkshire Hathaway Inc. | 1,954 | $588,146.45 | $980,332.14 | - | $392,185.69 | 66.68% | +0.241% |
| BSV Vanguard Short-Term Bond ETF | 3,649 | $287,577.29 | $278,290.98 | - | -$9,286.31 | -3.23% | -0.046% |
| CGBL Capital Group Core Balanced ETF | 10,973 | $355,725.89 | $405,068.29 | - | $49,342.4 | 13.87% | +0.367% |
| CGCB Capital Group Core Bond ETF | 15,180 | $398,485.6 | $379,424.1 | - | -$19,061.5 | -4.78% | -0.14% |
| CGDV Capital Group Dividend Value ETF | 23,487 | $934,855.41 | $1.15M | - | $218,943.46 | 23.42% | +0.584% |
| CGGR Capital Group Growth ETF | 78,372 | $3.16M | $3.74M | - | $579,575.95 | 18.34% | +0.569% |
| CGIE Capital Group International Equity ETF | 35,573 | $1.23M | $1.3M | - | $74,469.45 | 6.06% | +0.937% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 14,084 | $387,591.68 | $370,057.1 | - | -$17,534.58 | -4.52% | +0.133% |
| COF Capital One Financial Corporation | 2,030 | $364,021.64 | $393,708.35 | - | $29,686.71 | 8.16% | -0.275% |
| CSCO Cisco Systems, Inc. | 2,748 | $211,921.02 | $305,440.2 | - | $93,519.18 | 44.13% | +2.197% |
| DFLV Dimensional US Large Cap Value ETF | 14,430 | $442,927.31 | $582,827.7 | - | $139,900.39 | 31.59% | +0.174% |
| DGRO iShares Core Dividend Growth ETF | 13,552 | $683,346.24 | $1.02M | - | $341,456 | 49.97% | +0.239% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,083 | $392,592.06 | $551,539.41 | - | $158,947.35 | 40.49% | +0.128% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 20,031 | $1.44M | $1.7M | - | $263,675.05 | 18.32% | +0.98% |
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FAQ
Which stocks have generated the highest profits for Christopher Warner?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.74M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.72M, Vanguard Dividend Appreciation ETF - $809,123.62, Vanguard Growth ETF - $632,272.48, and Vanguard Energy ETF - $501,190.3. 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 - $294,985.04, iShares MSCI Emerging Markets ex China ETF - $293,360.98, iShares Global Clean Energy ETF - $215,097.34, Tesla, Inc - $124,149.6, and iShares Core U.S. Aggregate Bond ETF - $72,513.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Warner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.67M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.7M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.72M, Vanguard Dividend Appreciation ETF - $661,064.09, Vanguard Growth ETF - $519,433, and Vanguard Total International Stock Index Fund Investor Shares - $494,389.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Warner's monthly returns?
Christopher Warner'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 Warner's strategy be considered aggressive or moderate?
Christopher Warner'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 Warner's strategy?
Christopher Warner'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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