Chris Chatto Portfolio
Invests via Encompass More Asset Management | Managed by Chris Chatto
Invests via Encompass More Asset Management
Managed by Chris Chatto
Automatically Tracked
Chris Chatto Profile
Veteran operator and investor focused on scaling technology and growth-stage businesses, with hands-on experience in fundraising, strategic partnerships and board governance. Chris Chatto brings a blend of executive operating roles and venture investing, advising management teams on go-to-market, capital strategy and exits. Active in private markets and secondary transactions, often sourcing early strategic investors and syndicating rounds.
Veteran operator and investor focused on scaling technology and growth-stage businesses, with hands-on experience in fundraising, strategic partnerships and board governance. Chris Chatto brings a blend of executive operating roles and venture investing, advising management teams on go-to-market, capital strategy and exits. Active in private markets and secondary transactions, often sourcing early strategic investors and syndicating rounds.
Investment Philosophy & Strategy
Specializes in growth-stage technology investments, combining hands-on operating experience with active venture and secondary market participation to accelerate scale-ups. Employs conviction-led, founder-aligned allocations, prioritizing predictable unit economics, capital-efficient go-to-market strategies and clear exit paths. Prefers concentrated, stage-focused stakes with board or advisory roles to influence execution, uses syndication to manage risk, and targets 3–7 year horizons with disciplined follow-on reserves and outcome-oriented governance.
Specializes in growth-stage technology investments, combining hands-on operating experience with active venture and secondary market participation to accelerate scale-ups. Employs conviction-led, founder-aligned allocations, prioritizing predictable unit economics, capital-efficient go-to-market strategies and clear exit paths. Prefers concentrated, stage-focused stakes with board or advisory roles to influence execution, uses syndication to manage risk, and targets 3–7 year horizons with disciplined follow-on reserves and outcome-oriented governance.
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:
52.49%
Gain -0.57%
Monthly
1.27%
Yearly
16.32%
Drawdown
20.35%
$684.5M
Equity
Holdings
$684.5M
Investment
$646.99M
$100.8M
Profit -$2.84M
Realized
$63.28M
Unrealized
$37.52M
Dividends
$19.8M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$2.84M
Win %
60%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$8.85M
Win %
60%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.14M
Win %
60%
This Year
Compared to last year
Gain
0.11%
Profit
$774,726.09
Win %
63%
SOXS Direxion Daily Semiconductor Bear 3X Shares
+6.32%
+$19,319.45 
EXE Expand Energy Corporation
+2.75%
+$17,307.81 
MSI Motorola Solutions, Inc.
+2.51%
+$18,315.42 
RTX RTX Corporation
+2.39%
+$5,313.47 
COP ConocoPhillips
+2.17%
+$15,855.84 
SHEL Shell plc
+2.05%
+$11,378.04 
CMCSA Comcast Corp
+1.86%
+$13,155.61 
HAL Halliburton Company
+1.82%
+$5,008.2 
RA Brookfield Real Assets Income Fund Inc.
+1.72%
+$2,828.2 
RCL Royal Caribbean Group
+1.64%
+$37,363.56 
JPM JPMorgan Chase & Co.
+1.61%
+$11,502.26 
CVX Chevron Corporation
+1.52%
+$6,188.23 
DVN Devon Energy Corporation
+1.5%
+$4,232.8 
VNOM Viper Energy Inc. Class A Common Stock
+1.49%
+$8,024.9 
LHX L3Harris Technologies, Inc.
+1.44%
+$4,248.88 
XLE Energy Select Sector SPDR Fund
+1.41%
+$73,037.06 
KO The Coca-Cola Company
+1.41%
+$5,556.85 
OXY Occidental Petroleum Corporation
+1.4%
+$5,448.5 
HD The Home Depot, Inc.
+1.33%
+$4,274.41 
WFC Wells Fargo & Company
+1.26%
+$5,575.07 
VMO Invesco Municipal Opportunity Trust
+1.26%
+$1,145.1 
YUMC Yum China Holdings Inc.
+1.25%
+$8,336.16 
HSY The Hershey Company
+1.25%
+$4,349.12 
PG Procter & Gamble Co
+1.19%
+$10,128.74 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$2,095.5 
COST Costco Wholesale Corporation
+1.18%
+$2,946.56 
ACGL Arch Capital Group Ltd
+1.17%
+$8,439 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$52,094.82 
MNST Monster Beverage Corporation
+1.14%
+$6,627.02 
ADI Analog Devices, Inc.
+1.11%
+$3,687.03 
EMLP First Trust North American Energy Infrastructure Fund
+1.08%
+$21,349.52 
MRK Merck & Co., Inc.
+1.06%
+$2,641.95 
FTF Franklin Limited Duration Income Trust
+1.02%
+$4,321.95 
RNR Renaissancere Holdings Ltd.
+0.98%
+$7,788.48 
TCOM Trip.com Group Limited American Depositary Receipt
+0.91%
+$4,908.52 
HEI Heico Corporation
+0.87%
+$1,570.47 
AAPL Apple Inc.
+0.85%
+$70,387.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.85%
+$2,789.06 
TPR Tapestry Inc.
+0.79%
+$3,885.02 
DIS The Walt Disney Company
+0.77%
+$2,023 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$4,344.25 
HARD Simplify Commodities Strategy No K-1 ETF
+0.71%
+$80,421.74 
FYLD Cambria Foreign Shareholder Yield ETF
+0.68%
+$61,936.92 
V Visa Inc. Class A
+0.67%
+$2,848.61 
AFL Aflac Inc.
+0.65%
+$8,222.83 
TPL Texas Pacific Land Corporation
+0.64%
+$4,455.02 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.61%
+$4,326.34 
BAC Bank of America Corporation
+0.6%
+$2,379.56 
T AT&T Inc.
+0.6%
+$5,410.58 
LVHI Franklin International Low Volatility High Dividend ETF
+0.56%
+$1,957.2 
IPI Intrepid Potash Inc.
+0.56%
+$2,522.52 
XLF Financial Select Sector SPDR Fund
+0.51%
+$1,432.2 
INCE Franklin Income Equity Focus ETF
+0.5%
+$1,050.22 
JNJ Johnson & Johnson
+0.47%
+$3,004.75 
WMT Walmart Inc.
+0.45%
+$3,210.21 
ROKU Roku, Inc.
+0.43%
+$4,180.8 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.41%
+$992.46 
ACP abrdn Income Credit Strategies Fund
+0.34%
+$175.34 
GDX VanEck Gold Miners ETF
+0.33%
+$948.31 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.33%
+$1,080.45 
ABBV AbbVie Inc.
+0.31%
+$995.03 
EFA iShares MSCI EAFE ETF
+0.28%
+$43.03 
AMGN Amgen Inc.
+0.25%
+$750.2 
MKC McCormick & Company, Incorporated
+0.24%
+$1,486.98 
CAT Caterpillar Inc.
+0.24%
+$1,291.83 
AER AerCap Holdings N.V.
+0.23%
+$1,563.54 
MCD McDonald's Corporation
+0.22%
+$1,169.18 
BA Boeing Company
+0.2%
+$472.72 
XLI Industrial Select Sector SPDR Fund
+0.2%
+$4,329.2 
WABF Western Asset Bond Fund
+0.17%
+$759.96 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.16%
+$857.94 
NVDA NVIDIA Corporation
+0.16%
+$9,663.5 
ACVF American Conservative Values ETF
+0.15%
+$3,768.15 
ERC Allspring Multi-Sector Income Fund
+0.13%
+$149.4 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.12%
+$877.31 
FPE First Trust Preferred Securities and Income ETF
+0.12%
+$204.8 
MA Mastercard Incorporated
+0.11%
+$387.77 
MPC Marathon Petroleum Corporation
+0.09%
+$508.94 
STIP iShares 0-5 Year TIPS Bond ETF
+0.09%
+$1,174.36 
DMAX iShares Large Cap Max Buffer December Fund
+0.09%
+$632.41 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$546.35 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$898.06 
IGLD FT Vest Gold Strategy Target Fund
+0.05%
+$285.83 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$4,579.54 
CLOI VanEck CLO ETF
+0.04%
+$86.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$90.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,107.56 
FOXY Simplify Currency Strategy ETF
+0.04%
+$1,748.57 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$94.48 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$149.16 
OOSP Obra Opportunistic Structured Products ETF
+0.03%
+$259.82 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.03%
+$2,131.47 
FLXR TCW Flexible Income ETF
+0.03%
+$355.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$9,967.6 
CAOS Alpha Architect Tail Risk ETF
+0.02%
+$796.4 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$14,585.8 
PVAL Putnam Focused Large Cap Value ETF
+0.02%
+$46.77 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.02%
+$2,087.32 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$50.01 
SPUT Innovator Equity Premium Income – Daily PutWrite ETF
0%
+$2.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLDB IDX Alternative FIAT ETF
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
0%
$0 
TEND iShares Large Cap 10% Target Buffer Dec ETF
0%
$0 ZNOV
ZNOV
0%
$0 LAC
LAC
0%
$0 SEPM
SEPM
0%
$0 G200
G2004J103
0%
$0 BUFH
BUFH
0%
$0 QTAC
QTAC
0%
$0 TOCT
TOCT
0%
$0 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-6.54%
-$126,631.47 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.45%
-$5,266.12 
RKLB Rocket Lab Corporation
-5.79%
-$18,972.8 
STX Seagate Technology Holdings plc
-5.53%
-$15,891.2 
VIAV Viavi Solutions Inc.
-5.32%
-$20,084.12 
OKLO Oklo Inc.
-5.13%
-$53,148.48 
TQQQ ProShares UltraPro QQQ
-4.55%
-$121,887.36 
SITM SiTime Corporation
-4.13%
-$16,982.2 
INTC Intel Corporation
-4%
-$25,020.27 
ACHR Archer Aviation Inc.
-3.86%
-$4,908.75 
ARM Arm Holdings plc American Depositary Receipt
-3.82%
-$5,934.23 
MU Micron Technology, Inc.
-3.62%
-$164,627.84 
AMD Advanced Micro Devices, Inc.
-3.58%
-$41,247.01 
LITE Lumentum Holdings Inc.
-3.56%
-$18,186.83 
STRL Sterling Infrastructure, Inc.
-3.56%
-$9,553.74 
TNA Direxion Daily Small Cap Bull 3X Shares
-3.42%
-$76,596.37 
TTMI TTM Technologies, Inc.
-3.33%
-$10,238.06 
QLD ProShares Ultra QQQ
-3.01%
-$70,586.98 
HOOD Robinhood Markets, Inc.
-2.9%
-$36,017.66 
AVGO Broadcom Inc.
-2.89%
-$6,872.39 
MRVL Marvell Technology, Inc.
-2.71%
-$8,239.91 
PLUG Plug Power Inc.
-2.69%
-$578.44 
TMAT Main Thematic Innovation ETF
-2.68%
-$8,780.28 
NFLX Netflix, Inc.
-2.47%
-$6,698.94 
CRDO Credo Technology Group Holding Ltd.
-2.3%
-$12,763.3 
META Meta Platforms Inc Class A
-2.2%
-$11,592.02 
TER Teradyne, Inc.
-2.12%
-$10,679.62 
AVK Advent Convertible and Income Fund
-1.98%
-$3,200.34 
MSFT Microsoft Corp.
-1.9%
-$82,843.32 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$393,635.34 
Q Qnity Electronics Inc.
-1.81%
-$3,172.54 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.77%
-$57,538.37 
UPRO ProShares UltraPro S&P500
-1.76%
-$57,346.05 
UAL United Airlines Holdings, Inc.
-1.75%
-$4,617.93 
CSCO Cisco Systems, Inc.
-1.68%
-$7,662.7 
TRMB Trimble Inc.
-1.65%
-$11,803.86 
FFOG Franklin Focused Growth Mutual Fund
-1.65%
-$4,365.07 
SMH VanEck Semiconductor ETF
-1.55%
-$23,925.98 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.55%
-$4,694.81 
QQQM Invesco NASDAQ 100 ETF
-1.54%
-$99,483.75 
XDQQ Innovator Growth 100 Accelerated ETF
-1.53%
-$5,060.92 
GOOGL Alphabet Inc
-1.5%
-$45,902.43 
SPCX Space Exploration Technologies Corp. Class A
-1.45%
-$6,197.04 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$492,463.54 
CHKP Check Point Software Technologies Ltd.
-1.39%
-$9,087.41 
GOOG Alphabet Inc
-1.39%
-$8,240.72 
CLM Cornerstone Strategic Investment Fund, Inc.
-1.36%
-$7,608.01 
PINK Simplify Health Care ETF
-1.35%
-$31,779.83 
RKT Rocket Companies, Inc. Class A
-1.31%
-$4,732.65 
DAL Delta Air Lines, Inc.
-1.2%
-$4,611.65 
VUG Vanguard Growth ETF
-1.19%
-$3,534.21 
FESM Fidelity Enhanced Small Cap ETF
-1.17%
-$25,248.3 
SSO ProShares Ultra S&P500
-1.15%
-$8,383.91 
VTWO Vanguard Russell 2000 ETF
-1.12%
-$109,635.95 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.11%
-$69,750 
TSLA Tesla, Inc.
-1.11%
-$71,458.2 
GOF Guggenheim Strategic Opportunities Fund
-1.1%
-$2,122.39 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.1%
-$3,086.53 
QCOM QUALCOMM Incorporated
-1.09%
-$2,226.89 
CEFS Saba Capital Income & Opportunities ETF
-1.03%
-$2,780.25 
IBIT iShares Bitcoin Trust
-1%
-$217,751.13 
XLC Communication Services Select Sector SPDR Fund
-0.91%
-$43,270.44 
SN SharkNinja, Inc.
-0.9%
-$8,035.95 
IBM International Business Machines Corporation
-0.86%
-$2,208.99 
AFRM Affirm Holdings, Inc.
-0.84%
-$5,449.6 
CAIE Calamos Autocallable Income ETF
-0.8%
-$3,632.43 
QPX AdvisorShares Q Dynamic Growth ETF
-0.79%
-$89,327.14 
AZN AstraZeneca PLC American Depositary Shares
-0.79%
-$1,941.42 
GILD Gilead Sciences Inc.
-0.78%
-$3,580.7 
SECT Main Sector Rotation ETF
-0.77%
-$96,910 
SRI Stoneridge Inc.
-0.74%
-$945.4 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-0.73%
-$3,474.75 
AGOX Adaptive Alpha Opportunities ETF
-0.7%
-$1,366.29 
MDT Medtronic plc
-0.68%
-$5,492.82 
SCHB Schwab U.S. Broad Market ETF
-0.66%
-$12,660.18 
HFGM Unlimited HFGM Global Macro ETF
-0.66%
-$37,650.07 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.6%
-$18,018.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$6,380.51 
AMZN Amazon.com Inc
-0.59%
-$20,394.65 
CEG Constellation Energy Corporation
-0.56%
-$6,180.02 
EQIX Equinix, Inc.
-0.55%
-$1,179.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$124,163.52 
IVV iShares Core S&P 500 ETF
-0.52%
-$1,822.94 
VMI Valmont Industries, Inc.
-0.52%
-$965.85 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$9,924.99 
UPS United Parcel Service, Inc.
-0.48%
-$1,302.84 
VOO Vanguard S&P 500 ETF
-0.48%
-$2,075.31 
BALI iShares Adaptive Large Cap ETF
-0.46%
-$2,204.64 
VT Vanguard Total World Stock ETF
-0.46%
-$1,151.21 
SFLR Innovator Equity Managed Floor ETF
-0.46%
-$1,634.22 
SQLV Royce Quant Small-Cap Quality Value Fund
-0.44%
-$9,693.12 
NBIX Neurocrine Biosciences Inc.
-0.42%
-$2,002.74 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
-0.42%
-$1,862.38 
GPIX S&P 500 Core Premium Income Fund
-0.41%
-$2,540.56 
SPYI NEOS S&P 500 High Income ETF
-0.4%
-$2,194.51 
DDSQ Innovator Equity Dual Directional 5 Buffer ETF™ — Quarterly
-0.37%
-$11,592.96 
EALT Bear Family of Funds, Inc.
-0.36%
-$7,064.42 
SBAR Simplify Barrier Income ETF
-0.36%
-$1,286.46 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
-0.35%
-$4,294.79 
RDDT Reddit Inc Class A
-0.34%
-$1,877.15 
UOCT Innovator U.S. Equity Ultra Fund
-0.34%
-$1,521.78 
ROP Roper Technologies Inc.
-0.34%
-$2,593.28 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.31%
-$1,423.11 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.31%
-$2,892.61 
GVAL Cambria Global Value ETF
-0.3%
-$2,155.45 
SDMF Simplify DBi CTA Managed Futures Index ETF
-0.29%
-$8,795.38 
EVR Evercore Inc.
-0.29%
-$1,245.75 
BUFR FT Vestladder Buffer ETF-USD I
-0.29%
-$3,852.2 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.29%
-$2,706.2 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.29%
-$31,695.65 
ABT Abbott Laboratories
-0.28%
-$762.99 
TIMB TIM S.A. Sponsored ADR
-0.27%
-$1,476.1 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.27%
-$6,169.11 
INTL Main International ETF
-0.27%
-$15,251.76 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.25%
-$3,989.4 
GIB CGI Inc.
-0.25%
-$1,739.74 
SGOL abrdn Physical Gold Shares ETF
-0.24%
-$47,076.3 
XLV Health Care Select Sector SPDR Fund
-0.24%
-$6,107.22 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$13,531.64 
IAU iShares Gold Trust
-0.24%
-$549.08 
BUFB Innovator Laddered Allocation Buffer ETF
-0.23%
-$8,141.88 
SLV iShares Silver Trust
-0.23%
-$16,203 
JQC Nuveen Credit Strategies Income Fund
-0.22%
-$928.52 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.22%
-$5,377.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.22%
-$11,507.12 
IAUM iShares Gold Trust Micro
-0.22%
-$8,493.03 
GLD SPDR Gold Shares
-0.2%
-$14,055.4 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.2%
-$526.8 
BNDX Vanguard Total International Bond ETF
-0.19%
-$1,557.72 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.18%
-$6,461.3 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.18%
-$448.08 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.17%
-$1,091.17 
HALO Halozyme Therapeutics Inc.
-0.17%
-$763.2 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.16%
-$2,972.9 
BLV Vanguard Long-Term Bond ETF
-0.16%
-$447.7 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.14%
-$2,101.91 
SYFI AB Short Duration High Yield ETF
-0.13%
-$680.99 
UJAN Innovator U.S. Equity Ultra Fund
-0.13%
-$565.02 
DDM ProShares Ultra Dow30
-0.12%
-$883.05 
UAPR Innovator U.S. Equity Ultra ETF
-0.11%
-$492.72 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.11%
-$1,281.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$1,100.32 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.09%
-$812.25 
UDOW ProShares UltraPro Dow30
-0.07%
-$1,964.15 
BALT Inn Defined Wealth Shield Mutual Fund
-0.07%
-$1,404.01 
DNOV FT Vest US Equity Deep Buffer Fund
-0.07%
-$518.66 
FLGV Franklin U.S. Treasury Bond ETF
-0.05%
-$208.27 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$1,226.59 
DYFI IDX Dynamic Fixed Income ETF
-0.04%
-$157.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$4,790.07 
BUYW Main Buywrite ETF
-0.03%
-$5,647.01 
BMY Bristol-Myers Squibb Company
-0.03%
-$288.16 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$132.59 
FTSD Franklin Short Duration U.S. Government ETF
-0.03%
-$86.92 
PTC PTC Inc.
-0.03%
-$228.95 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.02%
-$216.38 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.02%
-$1,356.14 
JAJL Innovator EDP ETF - 6M January/July
-0.02%
-$318.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2010 | Longs Won 1270/2010 63% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,392.33 |
| Average Win $107,946.22 | Best Trade (Oct 15) $3.88M | Sharpe Ratio -17.89 |
| Average Loss -$49,045.86 | Worst Trade (Oct 16) -$2.13M | Z-Score -0.32 (24.93%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $50,148.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,064 | $5.83M | $8.3M | - | $2.47M | 42.26% | +0.855% |
| ABBV AbbVie Inc. | 1,118 | $221,334.89 | $317,836.22 | - | $96,501.33 | 43.6% | +0.314% |
| ABT Abbott Laboratories | 2,631 | $296,394.85 | $274,650.09 | - | -$21,744.76 | -7.34% | -0.277% |
| ACGL Arch Capital Group Ltd | 7,275 | $706,112 | $730,919.25 | - | $24,807.25 | 3.51% | +1.168% |
| ACHR Archer Aviation Inc. | 29,750 | $167,012.65 | $122,123.75 | - | -$44,888.9 | -26.88% | -3.864% |
| ACP abrdn Income Credit Strategies Fund | 11,689 | $69,543.57 | $51,022.48 | - | -$18,521.09 | -26.63% | +0.345% |
| ACVF American Conservative Values ETF | 44,966 | $2.13M | $2.49M | - | $357,314.75 | 16.77% | +0.152% |
| ADI Analog Devices, Inc. | 823 | $264,732.5 | $336,137.89 | - | $71,405.39 | 26.97% | +1.109% |
| AER AerCap Holdings N.V. | 4,738 | $649,560.48 | $692,932.5 | - | $43,372.02 | 6.68% | +0.226% |
| AFL Aflac Inc. | 10,679 | $896,674.24 | $1.27M | - | $372,204.54 | 41.51% | +0.652% |
| AFRM Affirm Holdings, Inc. | 8,515 | $694,398 | $641,009.2 | - | -$53,388.8 | -7.69% | -0.843% |
| AGOX Adaptive Alpha Opportunities ETF | 5,982 | $207,355 | $195,052.68 | - | -$12,302.32 | -5.93% | -0.696% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 400,421 | $3.2M | $2.97M | - | -$228,579.64 | -7.14% | -0.603% |
| AMD Advanced Micro Devices, Inc. | 2,047 | $558,736.78 | $1.11M | - | $550,900.98 | 98.6% | -3.584% |
| AMGN Amgen Inc. | 682 | $223,539.08 | $296,758.66 | - | $73,219.58 | 32.75% | +0.253% |
| AMZN Amazon.com Inc | 13,642 | $2.58M | $3.46M | - | $878,215.49 | 34.08% | -0.587% |
| ARM Arm Holdings plc American Depositary Receipt | 634 | $224,797 | $149,262.62 | - | -$75,534.38 | -33.6% | -3.824% |
| AVGO Broadcom Inc. | 690 | $213,545.26 | $230,715.3 | - | $17,170.04 | 8.04% | -2.893% |
| AVK Advent Convertible and Income Fund | 14,547 | $171,062.27 | $158,853.24 | - | -$12,209.03 | -7.14% | -1.975% |
| AZN AstraZeneca PLC American Depositary Shares | 1,482 | $291,824.21 | $245,078.34 | - | -$46,745.87 | -16.02% | -0.786% |
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FAQ
Which stocks have generated the highest profits for Chris Chatto?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $5.09M, SPDR Gold MiniShares Trust - $5.07M, Main Buywrite ETF - $3.65M, State Street SPDR Portfolio S&P 500 ETF - $3.34M, and WisdomTree Floating Rate Treasury Fund - $2.82M. 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: AGF U.S. Market Neutral Anti-Beta Fund - $770,013.95, Teucrium Commodity Trust - Teucrium Wheat Fund - $719,251.29, SBA Communications Corporation - $526,797.71, C3.ai Inc - $517,190.44, and IonQ, Inc - $498,554.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Chatto's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.8M earned over time. The largest contributors to dividend income include Main Buywrite ETF - $2.92M, WisdomTree Floating Rate Treasury Fund - $2.77M, SPDR Bloomberg 1-3 Month T-Bill ETF - $939,418.07, Adaptive Hedged Multi-Asset Income ETF - $907,407.91, and Simplify Treasury Option Income ETF - $702,760.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Chatto's monthly returns?
Chris Chatto'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 Chris Chatto's strategy be considered aggressive or moderate?
Chris Chatto'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 Chris Chatto's strategy?
Chris Chatto'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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