CW
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:
40.14%
Gain +0.39%
Monthly
0.52%
Yearly
6.42%
Drawdown
14.88%
$317.65M
Equity
Holdings
$317.65M
Investment
$223.53M
$93.79M
Profit +$1.48M
Realized
-$330,824.86
Unrealized
$94.12M
Dividends
$14.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$1.48M
Win %
94%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$733,451
Win %
94%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.57M
Win %
94%
This Year
Compared to last year
Gain
10.27%
Profit
$29.59M
Win %
94%
JPM JPMorgan Chase & Co.
+2.3%
+$7,985.33 
PM Philip Morris International Inc.
+2.04%
+$8,544.96 
D Dominion Energy, Inc.
+1.81%
+$7,022.74 
COF Capital One Financial Corporation
+1.49%
+$5,495.89 
XLF Financial Select Sector SPDR Fund
+1.39%
+$55,133.98 
TXN Texas Instruments Inc
+1.36%
+$8,641.18 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$11,462.7 
IFRA iShares U.S. Infrastructure
+1.26%
+$23,484.23 
DVY iShares Select Dividend ETF
+1.19%
+$11,461.32 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.18%
+$21,525.54 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$11,129.92 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$13,557.84 
JNJ Johnson & Johnson
+1.07%
+$5,638.05 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$20,835.78 
FELV Fidelity Enhanced Large Cap Value ETF
+1.04%
+$3,107.39 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$3,712.7 
IWD iShares Russell 1000 Value ETF
+1.02%
+$8,816.67 
OGE Oge Energy Corp.
+0.99%
+$2,968.05 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$3,262 
VO Vanguard Mid-Cap ETF
+0.97%
+$96,844.06 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$3,183.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$49,466.67 
VNQ Vanguard Real Estate ETF
+0.95%
+$11,338.65 
VTV Vanguard Value ETF
+0.94%
+$340,934.74 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$3,479.75 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.92%
+$6,216.56 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$11,398.73 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$5,425.68 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$3,070.93 
IWM iShares Russell 2000 ETF
+0.9%
+$5,407.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$36,572.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$34,413.43 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$32,594.1 
PG Procter & Gamble Co
+0.85%
+$3,476.35 
SDY SPDR S&P Dividend ETF
+0.82%
+$11,307.66 
VDE Vanguard Energy ETF
+0.81%
+$2,450.99 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$4,085.12 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$29,577.38 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$47,191.15 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.76%
+$3,239.5 
XBI SPDR S&P Biotech ETF
+0.75%
+$2,994.97 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$10,899.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,107.81 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$7,099.01 
VB Vanguard Small-Cap ETF
+0.73%
+$38,394.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$7,535.07 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$7,114.8 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,535.87 
CGDV Capital Group Dividend Value ETF
+0.68%
+$6,092.79 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$2,106.3 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$1,945.41 
IYW iShares U.S. Technology ETF
+0.62%
+$6,555.72 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$68,028.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$7,049.93 
VGT Vanguard Information Technology ETF
+0.6%
+$1,607.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$20,945.36 
VOO Vanguard S&P 500 ETF
+0.58%
+$49,530.04 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$21,737.92 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$1,706.42 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$55,663.16 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$1,775.97 
GOOGL Alphabet Inc
+0.56%
+$10,880.05 
HON Honeywell International Inc.
+0.55%
+$1,738.77 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$3,040.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$28,061.05 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$17,555.24 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,627.64 
VXF Vanguard Extended Market ETF
+0.48%
+$16,366.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$4,286.52 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$10,775.96 
GOOG Alphabet Inc
+0.46%
+$8,837.96 
WMT Walmart Inc.
+0.45%
+$1,626.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,598.1 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$4,974.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,255.41 
MGC Vanguard Mega Cap ETF
+0.41%
+$1,159.94 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$3,032.42 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$8,556.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$25,046.1 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$16,113.07 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$5,998.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$76,692.75 
FENI Fidelity Enhanced International ETF
+0.34%
+$9,439.07 
CGBL Capital Group Core Balanced ETF
+0.32%
+$1,313.16 
XOM Exxon Mobil Corporation
+0.29%
+$1,571.61 
SCHF Schwab International Equity ETF
+0.29%
+$20,133.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$1,139.6 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$5,254.7 
VUG Vanguard Growth ETF
+0.22%
+$72,555.3 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$2,611.89 
NVDA NVIDIA Corporation
+0.18%
+$1,077.07 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$2,448.67 
PABU iShares Paris-Aligned Climate MSCI USA ETF
+0.17%
+$474.91 
VGK Vanguard FTSE Europe ETF
+0.17%
+$755.47 
CGGR Capital Group Growth ETF
+0.15%
+$3,468.29 
PFE Pfizer Inc.
+0.15%
+$788.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$14,972.1 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.14%
+$402.12 
MSFT Microsoft Corp.
+0.13%
+$1,664 
CGIE Capital Group International Equity ETF
+0.11%
+$974.28 
IBB iShares Biotechnology ETF
+0.1%
+$404.43 
KO The Coca-Cola Company
+0.1%
+$289.04 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$538.2 
VOX Vanguard Communication Services ETF
+0.06%
+$378.58 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$2,752.32 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$151.36 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$236.87 
MCD McDonald's Corporation
+0.01%
+$24.37 
BSV Vanguard Short-Term Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$31,393.41 
LMT Lockheed Martin Corporation
-1.54%
-$8,010.59 
AAPL Apple Inc.
-1.52%
-$82,318.5 
MU Micron Technology, Inc.
-1.42%
-$11,418.92 
AMZN Amazon.com Inc
-1.21%
-$28,192.36 
IBM International Business Machines Corporation
-0.97%
-$20,583.11 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$10,771.96 
PPH VanEck Pharmaceutical ETF
-0.7%
-$4,273.5 
CSCO Cisco Systems, Inc.
-0.6%
-$2,001.66 
IHAK iShares Cybersecurity and Tech ETF
-0.37%
-$976.71 
EWL iShares MSCI Switzerland ETF
-0.26%
-$589.05 
FHLC Fidelity MSCI Health Care Index ETF
-0.23%
-$1,147.84 
META Meta Platforms Inc Class A
-0.23%
-$812.49 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$2,456.58 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$7,355.04 
VHT Vanguard Health Care ETF
-0.13%
-$1,333.07 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$410.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$596.85 
IEI iShares 3-7 Year Treasury Bond ETF
-0.11%
-$2,379.91 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$3,330.32 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$243.65 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$214.08 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$68.62 Events
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Dividends
Dividend Analysis
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| Trades 1292 | Longs Won 1076/1292 83% | Profit Factor 25.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,285.27 |
| Average Win $90,662.75 | Best Trade (Jun 12) $8.76M | Sharpe Ratio -8.98 |
| Average Loss -$17,410.81 | Worst Trade (Dec 31) -$468,349.7 | Z-Score 66.98 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 3d | Expectancy $72,594.72 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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