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:
53.02%
Gain -1.09%
Monthly
1.34%
Yearly
17.28%
Drawdown
20.35%
$686.54M
Equity
Holdings
$686.54M
Investment
$647M
$102.82M
Profit -$5.22M
Realized
$63.28M
Unrealized
$39.54M
Dividends
$17.77M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.09%
Profit
-$5.22M
Win %
63%
This Week
Compared To Last Week
Gain
0.3%
Profit
$2.06M
Win %
63%
This Month
Compared to last month
Gain
-0.75%
Profit
-$5.22M
Win %
63%
This Year
Compared to last year
Gain
0.37%
Profit
$2.5M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$492,203.22 
GOOG Alphabet Inc
+6.88%
+$39,600.28 
GOOGL Alphabet Inc
+6.73%
+$196,275.45 
VIAV Viavi Solutions Inc.
+5.42%
+$19,469.31 
YUMC Yum China Holdings Inc.
+3.68%
+$25,455.06 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$386,153.78 
META Meta Platforms Inc Class A
+3.28%
+$12,658.87 
MSFT Microsoft Corp.
+3.02%
+$110,403.64 
LITE Lumentum Holdings Inc.
+2.99%
+$12,171.61 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$18,397.85 
NVDA NVIDIA Corporation
+2.93%
+$157,653.29 
STRL Sterling Infrastructure, Inc.
+2.76%
+$9,656.1 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$14,197.9 
EVR Evercore Inc.
+2.46%
+$12,773.09 
CVX Chevron Corporation
+2.35%
+$8,362 
MRVL Marvell Technology, Inc.
+2.32%
+$5,359.08 
FFOG Franklin Focused Growth Mutual Fund
+2.2%
+$5,449.73 
DVN Devon Energy Corporation
+2.17%
+$5,491.2 
CSCO Cisco Systems, Inc.
+2.14%
+$10,065.06 
TPL Texas Pacific Land Corporation
+2.11%
+$16,868.23 
TQQQ ProShares UltraPro QQQ
+2.08%
+$47,884.32 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$59,390.94 
OXY Occidental Petroleum Corporation
+2%
+$7,179.2 
UPRO ProShares UltraPro S&P500
+1.97%
+$58,205.17 
HAL Halliburton Company
+1.93%
+$5,091.67 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,336.49 
EXE Expand Energy Corporation
+1.74%
+$11,168.56 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$10,740.72 
SDMF Simplify DBi CTA Managed Futures Index ETF
+1.64%
+$46,117.99 
SHEL Shell plc
+1.62%
+$7,889.49 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$70,420.52 
UDOW ProShares UltraPro Dow30
+1.49%
+$40,461.41 
FOXY Simplify Currency Strategy ETF
+1.46%
+$71,691.37 
SITM SiTime Corporation
+1.39%
+$6,010.61 
SSO ProShares Ultra S&P500
+1.35%
+$9,155.45 
CMCSA Comcast Corp
+1.23%
+$9,420.07 
COP ConocoPhillips
+1.22%
+$7,464.61 
QLD ProShares Ultra QQQ
+1.2%
+$25,137.09 
WFC Wells Fargo & Company
+1.19%
+$5,441.7 
MSI Motorola Solutions, Inc.
+1.14%
+$7,892.91 
TCOM Trip.com Group Limited American Depositary Receipt
+1.14%
+$7,127.42 
DDM ProShares Ultra Dow30
+1.12%
+$8,595.02 
VUG Vanguard Growth ETF
+1.1%
+$3,071.79 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
+1.09%
+$4,587.34 
VMI Valmont Industries, Inc.
+1.07%
+$2,092 
XLE Energy Select Sector SPDR Fund
+1%
+$45,842.41 
AGOX Adaptive Alpha Opportunities ETF
+0.91%
+$1,794.59 
IBM International Business Machines Corporation
+0.86%
+$2,099.07 
MCD McDonald's Corporation
+0.82%
+$4,853.22 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$18,738.35 
ERC Allspring Multi-Sector Income Fund
+0.77%
+$977.41 
TSLA Tesla, Inc.
+0.76%
+$42,054.84 
MPC Marathon Petroleum Corporation
+0.76%
+$2,703.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$46,035 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,659.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,984.06 
CAT Caterpillar Inc.
+0.7%
+$4,161.77 
ROP Roper Technologies Inc.
+0.7%
+$5,510.72 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,483.6 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$41,729.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,298.88 
XDQQ Innovator Growth 100 Accelerated ETF
+0.69%
+$2,118.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$152,617.66 
QPX AdvisorShares Q Dynamic Growth ETF
+0.67%
+$74,813.42 
PTC PTC Inc.
+0.66%
+$4,122 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,861.73 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$208,440.24 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$3,470.38 
HARD Simplify Commodities Strategy No K-1 ETF
+0.65%
+$66,635.16 
HEI Heico Corporation
+0.62%
+$1,283.33 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$3,755.63 
TER Teradyne, Inc.
+0.6%
+$3,231.81 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$11,037.08 
TEND iShares Large Cap 10% Target Buffer Dec ETF
+0.59%
+$2,273.48 
DDSQ Innovator Equity Dual Directional 5 Buffer ETF™ — Quarterly
+0.57%
+$17,534.21 
AVK Advent Convertible and Income Fund
+0.57%
+$1,018.29 
GVAL Cambria Global Value ETF
+0.56%
+$3,936.03 
CAIE Calamos Autocallable Income ETF
+0.56%
+$2,534.25 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$1,523.73 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$2,618.01 
ACVF American Conservative Values ETF
+0.55%
+$13,264.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$74,782.53 
EALT Bear Family of Funds, Inc.
+0.53%
+$10,114.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,464.98 
STX Seagate Technology Holdings plc
+0.52%
+$1,851.2 
RNR Renaissancere Holdings Ltd.
+0.51%
+$3,755.21 
UOCT Innovator U.S. Equity Ultra Fund
+0.51%
+$2,203.95 
Q Qnity Electronics Inc.
+0.51%
+$964.91 
BUFB Innovator Laddered Allocation Buffer ETF
+0.48%
+$16,283.76 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.47%
+$11,381.99 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$956.99 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$48,720.74 
RKLB Rocket Lab Corporation
+0.42%
+$1,600.83 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$5,253 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$3,023.08 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$1,361.85 
RTX RTX Corporation
+0.39%
+$999.6 
AVGO Broadcom Inc.
+0.37%
+$993.6 
TMAT Main Thematic Innovation ETF
+0.37%
+$1,178.41 
PG Procter & Gamble Co
+0.37%
+$2,863.06 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$7,425.92 
BAC Bank of America Corporation
+0.36%
+$1,688.72 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$1,506.72 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$3,172.54 
SECT Main Sector Rotation ETF
+0.34%
+$42,288 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,965.9 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$2,899.5 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$2,888 
MRK Merck & Co., Inc.
+0.32%
+$701.12 
RA Brookfield Real Assets Income Fund Inc.
+0.31%
+$565.64 
SMH VanEck Semiconductor ETF
+0.3%
+$4,508.61 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$746.3 
DMAX iShares Large Cap Max Buffer December Fund
+0.27%
+$2,009.78 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$1,170.21 
JPM JPMorgan Chase & Co.
+0.27%
+$2,005.96 
VT Vanguard Total World Stock ETF
+0.26%
+$646.57 
TIMB TIM S.A. Sponsored ADR
+0.26%
+$1,476.1 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$2,380.18 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$597.44 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.26%
+$1,149.43 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$1,215.41 
SPUT Innovator Equity Premium Income – Daily PutWrite ETF
+0.22%
+$608.34 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.22%
+$1,579.16 
JNJ Johnson & Johnson
+0.21%
+$1,338.25 
ADI Analog Devices, Inc.
+0.2%
+$609.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,042.62 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$3,369.48 
T AT&T Inc.
+0.17%
+$1,545.88 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$2,652.95 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.15%
+$5,169.04 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
+0.14%
+$2,791.14 
AMAX Adaptive Hedged Multi-Asset Income ETF
+0.14%
+$4,004.21 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$333.63 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$204.8 
AFL Aflac Inc.
+0.09%
+$1,281.48 
WMT Walmart Inc.
+0.09%
+$605.71 
ABT Abbott Laboratories
+0.09%
+$236.79 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$935.48 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$140.31 
OOSP Obra Opportunistic Structured Products ETF
+0.05%
+$433.04 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$198.88 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$14,951.4 
DIS The Walt Disney Company
+0.03%
+$71.4 
INCE Franklin Income Equity Focus ETF
+0.03%
+$65.82 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$467.17 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,164.4 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$14,733.13 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$2,035.35 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.01%
+$186.77 
SHYL Xtrackers Short Duration High Yield Bond ETF
+0.01%
+$70.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTSD Franklin Short Duration U.S. Government ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 
HFGM Unlimited HFGM Global Macro ETF
0%
$0 
SBAR Simplify Barrier Income 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 
SOXS Direxion Daily Semiconductor Bear 3X Shares
-100%
-$9.43T 
RDDT Reddit Inc Class A
-20.99%
-$127,543.79 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$388,663.38 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$64,571.1 
AAPL Apple Inc.
-7.35%
-$590,049.28 
MU Micron Technology, Inc.
-5.9%
-$252,367.15 
OKLO Oklo Inc.
-5.5%
-$77,997.12 
IPI Intrepid Potash Inc.
-3.85%
-$19,059.04 
GDX VanEck Gold Miners ETF
-3.49%
-$8,763.61 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,988.27 
IBIT iShares Bitcoin Trust
-2.89%
-$496,378.92 
RKT Rocket Companies, Inc. Class A
-2.71%
-$11,750.04 
EQIX Equinix, Inc.
-2.7%
-$6,102 
QCOM QUALCOMM Incorporated
-2.63%
-$4,556.59 
ABBV AbbVie Inc.
-2.51%
-$7,233.46 
GLDB IDX Alternative FIAT ETF
-2.39%
-$70,546.05 
AFRM Affirm Holdings, Inc.
-2.37%
-$14,816.1 
SRI Stoneridge Inc.
-2.26%
-$3,361.44 
BA Boeing Company
-2.15%
-$5,921.43 
SLV iShares Silver Trust
-2.13%
-$153,928.5 
ACHR Archer Aviation Inc.
-2.11%
-$2,975 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-2.08%
-$11,017.5 
NFLX Netflix, Inc.
-2%
-$5,448.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$18,914.32 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,818.07 
PINK Simplify Health Care ETF
-1.57%
-$37,530.46 
GLD SPDR Gold Shares
-1.49%
-$102,587.3 
IAUM iShares Gold Trust Micro
-1.46%
-$56,620.2 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$82,577.67 
IAU iShares Gold Trust
-1.46%
-$3,353.84 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$282,457.8 
PLUG Plug Power Inc.
-1.44%
-$433.83 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$37,897.04 
MNST Monster Beverage Corporation
-1.3%
-$8,171.18 
DAL Delta Air Lines, Inc.
-1.3%
-$5,641.9 
AER AerCap Holdings N.V.
-1.29%
-$9,333.91 
HSY The Hershey Company
-1.23%
-$4,514.77 
RCL Royal Caribbean Group
-1.13%
-$29,695.2 
IGLD FT Vest Gold Strategy Target Fund
-1.09%
-$6,574.09 
INTC Intel Corporation
-1.02%
-$6,107.31 
KO The Coca-Cola Company
-1.02%
-$3,861.9 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$4,105.71 
UPS United Parcel Service, Inc.
-1%
-$2,910.6 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,519.4 
SN SharkNinja, Inc.
-0.95%
-$7,163.52 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,900.16 
EFAS Global X MSCI SuperDividend EAFE ETF
-0.9%
-$6,700.51 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$5,206.3 
TRMB Trimble Inc.
-0.84%
-$5,643.85 
GILD Gilead Sciences Inc.
-0.81%
-$3,140.42 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,172.89 
MA Mastercard Incorporated
-0.74%
-$2,388.5 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,446.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$33,297.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$36,165.25 
AMGN Amgen Inc.
-0.64%
-$1,691.37 
EFA iShares MSCI EAFE ETF
-0.62%
-$99.66 
ACGL Arch Capital Group Ltd
-0.6%
-$4,437.75 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$14,104.77 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,582.97 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,387.87 
SQLV Royce Quant Small-Cap Quality Value Fund
-0.45%
-$10,156.7 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$9,618.4 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$44,030.5 
HD The Home Depot, Inc.
-0.42%
-$1,445.62 
VMO Invesco Municipal Opportunity Trust
-0.41%
-$416.4 
MDT Medtronic plc
-0.37%
-$2,725.12 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.36%
-$2,473.33 
INTL Main International ETF
-0.36%
-$20,780.52 
FTF Franklin Limited Duration Income Trust
-0.35%
-$1,571.62 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$27,709.11 
CEG Constellation Energy Corporation
-0.31%
-$3,250.53 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$758.94 
WABF Western Asset Bond Fund
-0.26%
-$1,234.93 
COST Costco Wholesale Corporation
-0.24%
-$583.67 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,903.88 
FLGV Franklin U.S. Treasury Bond ETF
-0.23%
-$937.19 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$41,898.46 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$928.52 
BUYW Main Buywrite ETF
-0.21%
-$33,882.03 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$116.89 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.16%
-$1,997.18 
FLXR TCW Flexible Income ETF
-0.15%
-$2,135.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,650.48 
TPR Tapestry Inc.
-0.14%
-$867.93 
DYFI IDX Dynamic Fixed Income ETF
-0.13%
-$475.25 
GIB CGI Inc.
-0.12%
-$846.36 
MKC McCormick & Company, Incorporated
-0.12%
-$811.08 
XLF Financial Select Sector SPDR Fund
-0.1%
-$306.9 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$9,175.84 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.07%
-$1,623.45 
TTMI TTM Technologies, Inc.
-0.06%
-$212.66 
CLOI VanEck CLO ETF
-0.06%
-$129.48 
ROKU Roku, Inc.
-0.06%
-$499.21 
CAOS Alpha Architect Tail Risk ETF
-0.06%
-$1,991 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$690.8 
HOOD Robinhood Markets, Inc.
-0.05%
-$478.64 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$1,226.59 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.04%
-$2,712.28 
V Visa Inc. Class A
-0.04%
-$147.97 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$443.76 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$88.39 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$30.31 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2010 | Longs Won 1289/2010 64% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,276.27 |
| Average Win $105,594.96 | Best Trade (Aug 14) $3.89M | Sharpe Ratio -17.89 |
| Average Loss -$46,174.2 | Worst Trade (Aug 17) -$3.61M | Z-Score 2.61 (99.09%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $51,154.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,064 | $5.83M | $7.43M | - | $1.6M | 27.41% | -7.354% |
| ABBV AbbVie Inc. | 1,118 | $221,334.89 | $280,550.92 | - | $59,216.03 | 26.75% | -2.513% |
| ABT Abbott Laboratories | 2,631 | $296,394.85 | $278,096.7 | - | -$18,298.15 | -6.17% | +0.085% |
| ACGL Arch Capital Group Ltd | 7,275 | $706,112 | $731,355.75 | - | $25,243.75 | 3.58% | -0.603% |
| ACHR Archer Aviation Inc. | 29,750 | $167,012.65 | $138,040 | - | -$28,972.65 | -17.35% | -2.11% |
| ACP abrdn Income Credit Strategies Fund | 11,689 | $69,543.57 | $59,146.34 | - | -$10,397.23 | -14.95% | -0.197% |
| ACVF American Conservative Values ETF | 44,966 | $2.13M | $2.43M | - | $298,004.57 | 13.99% | +0.549% |
| ADI Analog Devices, Inc. | 823 | $264,732.5 | $302,378.43 | - | $37,645.93 | 14.22% | +0.202% |
| AER AerCap Holdings N.V. | 4,738 | $649,560.48 | $714,964.15 | - | $65,403.67 | 10.07% | -1.289% |
| AFL Aflac Inc. | 10,679 | $896,674.24 | $1.36M | - | $464,684.68 | 51.82% | +0.094% |
| AFRM Affirm Holdings, Inc. | 8,515 | $694,398 | $608,907.65 | - | -$85,490.35 | -12.31% | -2.375% |
| AGOX Adaptive Alpha Opportunities ETF | 5,982 | $207,355 | $199,559.52 | - | -$7,795.48 | -3.76% | +0.907% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 400,421 | $3.2M | $2.97M | - | -$232,583.85 | -7.27% | +0.135% |
| AMD Advanced Micro Devices, Inc. | 2,047 | $558,736.78 | $974,679.03 | - | $415,942.25 | 74.44% | -1.904% |
| AMGN Amgen Inc. | 682 | $223,539.08 | $262,679.12 | - | $39,140.04 | 17.51% | -0.64% |
| AMZN Amazon.com Inc | 13,642 | $2.58M | $3.7M | - | $1.13M | 43.78% | +15.321% |
| ARM Arm Holdings plc American Depositary Receipt | 634 | $224,797 | $151,963.46 | - | -$72,833.54 | -32.4% | -0.766% |
| AVGO Broadcom Inc. | 690 | $213,545.26 | $268,603.2 | - | $55,057.94 | 25.78% | +0.371% |
| AVK Advent Convertible and Income Fund | 14,547 | $171,062.27 | $180,091.86 | - | $9,029.59 | 5.28% | +0.569% |
| AZN AstraZeneca PLC American Depositary Shares | 1,482 | $291,824.21 | $251,406.48 | - | -$40,417.73 | -13.85% | -0.992% |
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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 - $3.56M, State Street SPDR Portfolio S&P 500 ETF - $3.28M, and abrdn Physical Silver Shares ETF - $2.52M. 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 $17.77M earned over time. The largest contributors to dividend income include Main Buywrite ETF - $2.84M, WisdomTree Floating Rate Treasury Fund - $2.31M, Adaptive Hedged Multi-Asset Income ETF - $877,516.49, SPDR Bloomberg 1-3 Month T-Bill ETF - $800,011.22, and Simplify Treasury Option Income ETF - $688,041.28. 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.
