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:
107.9%
Gain +0.49%
Monthly
1.27%
Yearly
16.34%
Drawdown
25.2%
$345.72M
Equity
Holdings
$345.72M
Investment
$242.95M
$102.52M
Profit +$889,870.05
Realized
-$247,745.2
Unrealized
$102.77M
Dividends
$15.89M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$889,870.05
Win %
91%
This Week
Compared To Last Week
Gain
2.27%
Profit
$7.68M
Win %
91%
This Month
Compared to last month
Gain
2.27%
Profit
$7.68M
Win %
91%
This Year
Compared to last year
Gain
1.86%
Profit
$6.3M
Win %
91%
AMZN Amazon.com Inc
+15.32%
+$336,590.23 
GOOG Alphabet Inc
+6.88%
+$123,785.33 
GOOGL Alphabet Inc
+6.73%
+$122,236.8 
META Meta Platforms Inc Class A
+3.28%
+$11,103.03 
MSFT Microsoft Corp.
+3.02%
+$43,761.03 
NVDA NVIDIA Corporation
+2.93%
+$10,243.75 
CSCO Cisco Systems, Inc.
+2.14%
+$6,677.64 
LMT Lockheed Martin Corporation
+1.5%
+$8,181.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,090.16 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$8,372.5 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$5,394.96 
AMAT Applied Materials, Inc.
+1.18%
+$4,141.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$116,587.42 
VOX Vanguard Communication Services ETF
+1.12%
+$7,085.25 
VUG Vanguard Growth ETF
+1.1%
+$367,221.66 
VDE Vanguard Energy ETF
+1.02%
+$3,182.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$61,870.48 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$15,132.78 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$12,460.32 
MGC Vanguard Mega Cap ETF
+0.87%
+$2,541.71 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,936.31 
IBM International Business Machines Corporation
+0.86%
+$14,737.41 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,884.98 
MCD McDonald's Corporation
+0.82%
+$2,684.01 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,502.16 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,125.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,399.69 
VOO Vanguard S&P 500 ETF
+0.71%
+$64,376.09 
IVV iShares Core S&P 500 ETF
+0.69%
+$22,809.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,358.4 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,821.31 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$2,821.79 
CGGR Capital Group Growth ETF
+0.65%
+$22,727.88 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$67,909.8 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,216.16 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$8,240.58 
CGDV Capital Group Dividend Value ETF
+0.63%
+$7,280.97 
XSW SPDR S&P Software & Services ETF
+0.6%
+$2,092.84 
MO Altria Group, Inc.
+0.57%
+$1,268.67 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$3,512.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,043.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,570.78 
PABU iShares Paris-Aligned Climate MSCI USA ETF
+0.52%
+$1,492.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,519.19 
IYW iShares U.S. Technology ETF
+0.46%
+$4,657.97 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,025.97 
PFE Pfizer Inc.
+0.4%
+$1,971.9 
PG Procter & Gamble Co
+0.37%
+$1,471.81 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,634.44 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$809.37 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,875.9 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$5,100.79 
JPM JPMorgan Chase & Co.
+0.27%
+$1,043.4 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,019.64 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,697.14 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,108.68 
JNJ Johnson & Johnson
+0.21%
+$1,175.01 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,113.9 
OGE Oge Energy Corp.
+0.19%
+$568.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$10,583.06 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$591.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$7,206.84 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,508.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$5,017.52 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$237.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$495.09 
WMT Walmart Inc.
+0.09%
+$299.41 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$325.95 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$477.84 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$37.84 
IFRA iShares U.S. Infrastructure
0%
$0 
VDIG
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$420,223.76 
MU Micron Technology, Inc.
-5.9%
-$41,665.36 
XBI SPDR S&P Biotech ETF
-2.94%
-$13,452.4 
IBB iShares Biotechnology ETF
-1.87%
-$8,445.47 
EWL iShares MSCI Switzerland ETF
-1.19%
-$2,713.2 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$25,714.98 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,729.52 
TXN Texas Instruments Inc
-1.08%
-$6,438.68 
PPH VanEck Pharmaceutical ETF
-1.07%
-$6,894 
KO The Coca-Cola Company
-1.02%
-$3,251.7 
XOM Exxon Mobil Corporation
-0.97%
-$5,668.65 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$4,922.46 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$10,180.12 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$39,018.47 
VHT Vanguard Health Care ETF
-0.76%
-$9,837.32 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,323.87 
MAR Marriott International Inc. - Class A
-0.71%
-$1,489.31 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$2,675.96 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$11,237.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$156,759.65 
CGCB Capital Group Core Bond ETF
-0.66%
-$2,580.6 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$15,395.94 
PM Philip Morris International Inc.
-0.61%
-$2,744.66 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,612.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$11,327.74 
SCHF Schwab International Equity ETF
-0.58%
-$42,128.64 
VNQ Vanguard Real Estate ETF
-0.54%
-$7,016.22 
COF Capital One Financial Corporation
-0.54%
-$2,293.91 
LLY Eli Lilly and Company
-0.53%
-$6,890.12 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$20,659.35 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,433.45 
IWM iShares Russell 2000 ETF
-0.47%
-$2,873.11 
DVY iShares Select Dividend ETF
-0.45%
-$4,452.36 
VGK Vanguard FTSE Europe ETF
-0.44%
-$2,104.8 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,882.58 
VGT Vanguard Information Technology ETF
-0.38%
-$1,200.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$36,230.93 
FENI Fidelity Enhanced International ETF
-0.37%
-$13,217.25 
VXF Vanguard Extended Market ETF
-0.3%
-$9,972.66 
SDY SPDR S&P Dividend ETF
-0.28%
-$4,028.64 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,981.41 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$13,928.72 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$12,103.65 
VTV Vanguard Value ETF
-0.27%
-$99,704.77 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$14,671.62 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,713.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,376.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,298.5 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,564.89 
VB Vanguard Small-Cap ETF
-0.22%
-$12,154.19 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$472.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,791.03 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,696.79 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$491.8 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$831.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$14,175.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$8,694.72 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$393.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$694.9 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,441.14 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,558.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,494.72 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,309.33 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,033.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$4,365.42 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$549.57 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$218.94 
CGBL Capital Group Core Balanced ETF
-0.05%
-$219.46 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,069.08 
CGIE Capital Group International Equity ETF
-0.03%
-$355.73 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$62.02 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$141.16 Events
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Dividends
Dividend Analysis
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| Trades 1507 | Longs Won 1241/1507 82% | Profit Factor 24.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $383,127.33 |
| Average Win $86,143.27 | Best Trade (Aug 07) $9.67M | Sharpe Ratio -18.58 |
| Average Loss -$16,478.01 | Worst Trade (Dec 31) -$468,349.7 | Z-Score 66.55 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 2d | Expectancy $68,029.63 |
| 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 |
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Returns
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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 - $2.57M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.66M, Vanguard Dividend Appreciation ETF - $771,284.6, Vanguard Growth ETF - $596,340.04, and Vanguard Energy ETF - $499,209.57. 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 - $74,264.31. 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 $15.89M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.53M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.66M, Vanguard Dividend Appreciation ETF - $623,225.07, Vanguard Growth ETF - $483,500.56, and Vanguard Total International Stock Index Fund Investor Shares - $482,088.86. 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.
