Kristofer Gray Portfolio
Invests via Integrity Financial Corp. /WA | Managed by Kristofer R. Gray
Invests via Integrity Financial Corp. /WA
Managed by Kristofer R. Gray
Automatically Tracked
Kristofer Gray Profile
With a focus on entrepreneurship and business innovation, Kristofer Gray has established himself as a leader in developing disruptive solutions within the tech sector. His extensive background includes founding multiple startups that have made significant impacts on digital engagement and online commerce. Having successfully navigated various stages of growth, he is recognized for his ability to align technology with market demands effectively. Moreover, his insights into consumer behavior and market trends position him as a valuable asset in today's dynamic investment landscape, where understanding shifts can drive success.
With a focus on entrepreneurship and business innovation, Kristofer Gray has established himself as a leader in developing disruptive solutions within the tech sector. His extensive background includes founding multiple startups that have made significant impacts on digital engagement and online commerce. Having successfully navigated various stages of growth, he is recognized for his ability to align technology with market demands effectively. Moreover, his insights into consumer behavior and market trends position him as a valuable asset in today's dynamic investment landscape, where understanding shifts can drive success.
Investment Philosophy & Strategy
Identifying emerging trends within technology, Kristofer Gray employs a transformative lens to guide his investment approach. With a strong foundation in entrepreneurship, he prioritizes scalability and innovation as core drivers of growth potential. His experience in founding startups allows him to adeptly assess business models that resonate with changing consumer preferences and market dynamics. By leveraging insights from diverse sectors, decision-making is informed by an entrepreneurial mindset geared toward maximizing impact while adapting strategies based on shifting landscapes.
Identifying emerging trends within technology, Kristofer Gray employs a transformative lens to guide his investment approach. With a strong foundation in entrepreneurship, he prioritizes scalability and innovation as core drivers of growth potential. His experience in founding startups allows him to adeptly assess business models that resonate with changing consumer preferences and market dynamics. By leveraging insights from diverse sectors, decision-making is informed by an entrepreneurial mindset geared toward maximizing impact while adapting strategies based on shifting landscapes.
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:
62.91%
Gain +1.14%
Monthly
0.83%
Yearly
10.46%
Drawdown
19.01%
$218.5M
Equity
Holdings
$218.5M
Investment
$164.92M
$62.74M
Profit +$1.83M
Realized
$9.16M
Unrealized
$53.58M
Dividends
$10.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.14%
Profit
$1.83M
Win %
88%
This Week
Compared To Last Week
Gain
0.03%
Profit
$57,623.27
Win %
88%
This Month
Compared to last month
Gain
-0.79%
Profit
-$1.74M
Win %
88%
This Year
Compared to last year
Gain
12.16%
Profit
$23.69M
Win %
88%
MSFL GraniteShares 2x Long Microsoft ETF
+3.78%
+$5.54 
INTC Intel Corporation
+2.97%
+$40,337.28 
WDC Western Digital Corporation
+2.66%
+$16,179.82 
MCHI iShares MSCI China ETF
+2.48%
+$383.98 
AVGO Broadcom Inc.
+2.33%
+$23,839.4 
MSFT Microsoft Corp.
+1.88%
+$106,701.85 
GEV GE Vernova Inc.
+1.88%
+$7,622.4 
GOOG Alphabet Inc
+1.68%
+$47,438.65 
GOOGL Alphabet Inc
+1.59%
+$60,260.52 
IQM Franklin Intelligent Machines Fund
+1.47%
+$80.29 
CVX Chevron Corporation
+1.14%
+$7,891 
CRAK VANECK OIL REFINERS ETF
+1.06%
+$1.15 
AMZN Amazon.com Inc
+0.94%
+$35,196.98 
SLV iShares Silver Trust
+0.91%
+$5,142.34 
XOM Exxon Mobil Corporation
+0.84%
+$5,496.92 
SOXX iShares Semiconductor ETF
+0.79%
+$218.89 
XLE Energy Select Sector SPDR Fund
+0.73%
+$672 
V Visa Inc. Class A
+0.71%
+$6,913.83 
NLR VanEck Uranium and Nuclear ETF
+0.66%
+$158.7 
FXL First Trust Technology AlphaDEX Fund
+0.6%
+$1,358.3 
FCX Freeport-McMoRan Inc.
+0.56%
+$1,898.16 
SCHW Charles Schwab Corporation
+0.56%
+$1,870.17 
TXN Texas Instruments Inc
+0.56%
+$5,070.48 
BP BP p.l.c. Sponsored ADR
+0.55%
+$1,204.97 
SMH VanEck Semiconductor ETF
+0.54%
+$390.87 
RTX RTX Corporation
+0.53%
+$1,425.06 
MTUM iShares MSCI USA Momentum Factor ETF
+0.49%
+$1,247.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.43%
+$547.63 
COYY GraniteShares YieldBOOST COIN ETF
+0.42%
+$164.03 
VOX Vanguard Communication Services ETF
+0.42%
+$300.99 
VGT Vanguard Information Technology ETF
+0.42%
+$3,259.92 
META Meta Platforms Inc Class A
+0.41%
+$4,558.78 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$238.95 
IXC iShares Global Energy ETF
+0.36%
+$114.66 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$60,722.36 
IBM International Business Machines Corporation
+0.31%
+$1,727.01 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.3%
+$14.16 
FXN First Trust Energy AlphaDEX Fund
+0.28%
+$22.86 
HON Honeywell International Inc.
+0.28%
+$323.02 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.28%
+$444.56 
VUG Vanguard Growth ETF
+0.28%
+$2,007.84 
FCG First Trust Natural Gas ETF
+0.25%
+$45.57 
IWF iShares Russell 1000 Growth ETF
+0.24%
+$38.28 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.21%
+$523.26 
XLC Communication Services Select Sector SPDR Fund
+0.21%
+$144.9 
KO The Coca-Cola Company
+0.2%
+$610.83 
IUSG iShares Core S&P U.S. Growth ETF
+0.19%
+$24.5 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.19%
+$71.66 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.18%
+$0.88 
FAUG FT Vest U.S. Equity Buffer ETF
+0.14%
+$2,137.68 
DMAR FT Vest US Equity Deep Buffer Fund
+0.13%
+$1,598.48 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$13.5 
FNOV FT Vest US Equity Buffer ETF
+0.13%
+$2,711.66 
PWB Invesco Large Cap Growth ETF
+0.12%
+$221.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$366.76 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.11%
+$237.6 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.11%
+$75.28 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$318.68 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.1%
+$2,115.68 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.1%
+$57.87 
GSEP FT Vest US Equity Moderate B Fund
+0.1%
+$342.12 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.09%
+$126.48 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.09%
+$109.02 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$10.08 
NVDA NVIDIA Corporation
+0.08%
+$3,018.53 
FPXI First Trust International Equity Opportunities Fund
+0.05%
+$62.24 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.05%
+$9.98 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$438.94 
GDEC FT VEST US Equity Moderate B Fund
+0.04%
+$73.71 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.04%
+$73.41 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.04%
+$102.33 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.03%
+$201.75 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$1.71 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$226.12 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.02%
+$243.45 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$219.07 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.02%
+$680.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$0.19 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.01%
+$98.96 
EMLP First Trust North American Energy Infrastructure Fund
+0.01%
+$11.81 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.14 
FMAR FT Vest U.S. Equity Buffer ETF
0%
+$31.06 
APXM
0%
$0 
AUGM
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
DECM
0%
$0 
FEBM
0%
$0 
GOCT FT Vest US Equity Moderate Fund
0%
+$1.01 
MFSI
0%
$0 
NOVM
0%
$0 
NVYY Granite YieldBoost NVDA Mutual Fund
0%
$0 
OCTM
0%
$0 
QCAP
0%
$0 
QCOC
0%
$0 
TSEP
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XAPR
0%
$0 
XFEB
0%
$0 
ABCL AbCellera Biologics Inc.
-8.97%
-$5,800 
FWRD Forward Air Corporation
-3.89%
-$17,797.85 
ORCL Oracle Corporation
-3.22%
-$6,022.85 
DELL Dell Technologies Inc.
-3.15%
-$68,170.42 
EMR Emerson Electric Co.
-2.77%
-$17,562.06 
TSLA Tesla, Inc.
-2.59%
-$41,330.6 
GE General Electric Company
-2.41%
-$10,912.31 
DE Deere & Company
-2.38%
-$20,490.59 
UBS UBS Group AG
-2.35%
-$7,012.2 
LLY Eli Lilly and Company
-2.28%
-$16,992.82 
MS Morgan Stanley
-2.24%
-$12,195.72 
MRK Merck & Co., Inc.
-2.18%
-$5,851.9 
BA Boeing Company
-2.05%
-$6,743.04 
NFLX Netflix, Inc.
-2.03%
-$5,843.6 
TSYY GraniteShares YieldBoost Tesla ETF
-2.02%
-$4,931.96 
UNP Union Pacific Corporation
-1.97%
-$10,055.5 
ITW Illinois Tool Works Inc.
-1.83%
-$8,084.16 
CAT Caterpillar Inc.
-1.8%
-$8,321.25 
OBDC Blue Owl Capital Corporation
-1.68%
-$2,345.06 
HD The Home Depot, Inc.
-1.68%
-$5,244 
IHE iShares U.S. Pharmaceuticals ETF
-1.65%
-$2,380.44 
BLK BlackRock, Inc.
-1.64%
-$11,869.13 
ECL Ecolab Inc.
-1.62%
-$4,132.16 
FSK FS KKR Capital Corp.
-1.55%
-$5,937.93 
WMT Walmart Inc.
-1.47%
-$9,041.76 
AAPL Apple Inc.
-1.42%
-$154,101.81 
PCAR PACCAR Inc.
-1.26%
-$5,737.7 
BAC Bank of America Corporation
-1.22%
-$9,785.25 
SHEL Shell plc
-1.18%
-$2,646.07 
LYG Lloyds Banking Group Plc ADR
-1.17%
-$1,798.72 
XLB Materials Select Sector SPDR Fund
-1.04%
-$18.9 
EUFN iShares MSCI Europe Financials ETF
-1.01%
-$3,249.32 
BBH VanEck Biotech ETF
-1%
-$1,354.56 
ICLN iShares Global Clean Energy ETF
-0.95%
-$73.5 
SBUX Starbucks Corporation
-0.94%
-$2,359.17 
XLV Health Care Select Sector SPDR Fund
-0.94%
-$137.41 
SQQQ ProShares UltraPro Short QQQ
-0.9%
-$1,654.73 
JPM JPMorgan Chase & Co.
-0.89%
-$51,066.15 
GS The Goldman Sachs Group, Inc.
-0.84%
-$3,875.6 
FLIN Franklin FTSE India ETF
-0.81%
-$11.69 
VCR Vanguard Consumer Discretionary ETF
-0.81%
-$1,412.87 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$423.89 
IQLT iShares MSCI International Quality Factor ETF
-0.8%
-$15,800 
SCHH Schwab U.S. REIT ETF
-0.73%
-$32.76 
EFV iShares MSCI EAFE Value ETF
-0.72%
-$181.93 
VNQ Vanguard Real Estate ETF
-0.72%
-$275.76 
RSG Republic Services, Inc.
-0.72%
-$5,220.44 
DISV Dimensional International Small Cap Equity Fund
-0.69%
-$9.69 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.68%
-$1,553.47 
DFAR Dimensional US Real Estate ETF
-0.68%
-$9.06 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$980.5 
EFA iShares MSCI EAFE ETF
-0.65%
-$15.53 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$2,365.44 
COST Costco Wholesale Corporation
-0.63%
-$5,774.07 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$255.6 
DGRO iShares Core Dividend Growth ETF
-0.62%
-$1,920.96 
COF Capital One Financial Corporation
-0.61%
-$3,272.76 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$4,282.85 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.6%
-$1,664.69 
FNDF Schwab Fundamental International Large Company Index ETF
-0.6%
-$611.41 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$3,236.46 
IWN iShares Russell 2000 Value ETF
-0.58%
-$366.6 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$32.13 
VPU Vanguard Utilities ETF
-0.56%
-$21.9 
DUHP Dimensional US High Profitability ETF
-0.56%
-$12.19 
SCHM Schwab U.S. Mid-Cap ETF
-0.56%
-$19.5 
SCHF Schwab International Equity ETF
-0.56%
-$1,506.6 
DIHP Dimensional International High Profitability Portfolio
-0.55%
-$6.29 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$117.36 
VOE Vanguard Mid-Cap Value ETF
-0.54%
-$27.25 
ING ING Groep N.V. Sponsored ADR
-0.53%
-$1,328.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$2,039.04 
VB Vanguard Small-Cap ETF
-0.52%
-$201.74 
QCOM QUALCOMM Incorporated
-0.52%
-$2,695.81 
SCHV Schwab U.S. Large-Cap Value ETF
-0.52%
-$1.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$1,157.4 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$2,451.06 
GDX VanEck Gold Miners ETF
-0.51%
-$76.65 
IWO iShares Russell 2000 Growth ETF
-0.51%
-$303.01 
VDC VANGUARD CONSUMER STAPLES ETF
-0.51%
-$63.18 
FTCS First Trust Capital Strength ETF
-0.51%
-$2,889.53 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.5%
-$47.04 
CSCO Cisco Systems, Inc.
-0.49%
-$5,332.25 
IMCB iShares Morningstar Mid-Cap ETF
-0.48%
-$102.3 
CSRE Cohen & Steers Real Estate Active ETF
-0.48%
-$23,476.64 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.48%
-$45,376.59 
IWD iShares Russell 1000 Value ETF
-0.48%
-$114.46 
VTV Vanguard Value ETF
-0.47%
-$537.66 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.47%
-$59.92 
XLF Financial Select Sector SPDR Fund
-0.46%
-$897.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.45%
-$21.5 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$2,531.72 
RSP Invesco S&P 500 Equal Weight ETF
-0.43%
-$186.76 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$802.56 
RDVY First Trust Rising Dividend Achievers ETF
-0.39%
-$5,836.68 
IWM iShares Russell 2000 ETF
-0.38%
-$563.87 
C Citigroup Inc.
-0.37%
-$4,263.93 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$1,893.6 
VO Vanguard Mid-Cap ETF
-0.36%
-$1,278.32 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.36%
-$132.82 
BDEC Innovator U.S. Equity Buffer ETF
-0.35%
-$46.25 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
-0.34%
-$22.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.33%
-$418.63 
BRO Brown & Brown Inc.
-0.33%
-$8,228.94 
YJUN First Trust International Equity Moderate ETF
-0.31%
-$1,017.04 
AOK iShares Core Conservative Allocation ETF
-0.3%
-$528.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.3%
-$1.4 
YSEP FT Vident International Equity Fund
-0.3%
-$235.42 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.29%
-$3,636.2 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$0.71 
WCMI First Trust WCM International Equity ETF
-0.27%
-$458.15 
PSC Principal U.S. Small-Cap ETF
-0.26%
-$5,912.1 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.25%
-$1,428.25 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.25%
-$74.47 
VBK Vanguard Small-Cap Growth ETF
-0.25%
-$3.44 
SPHQ Invesco S&P 500 Quality ETF
-0.25%
-$5,421.36 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$83.86 
UL Unilever PLC Sponsored American Depositary Receipt
-0.24%
-$706.95 
SAP SAP SE Sponsored ADR
-0.24%
-$608 
HTRB Hartford Total Return Bond ETF
-0.24%
-$12,393.44 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$291.41 
TIP iShares TIPS Bond ETF
-0.22%
-$6.82 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.21%
-$8.8 
PVAL Putnam Focused Large Cap Value ETF
-0.21%
-$3,032.37 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
-0.21%
-$145.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$105.4 
SUSA iShares MSCI USA ESG Select ETF
-0.21%
-$44.73 
MCD McDonald's Corporation
-0.2%
-$541.76 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.2%
-$138.13 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$1.8 
IWB iShares Russell 1000 ETF
-0.19%
-$316.16 
GJUL FT Vest US Equity Moderate Class B
-0.18%
-$1,506.16 
UJUN Innovator U.S. Equity Ultra Fund
-0.18%
-$108.08 
YDEC FT Vest International Equity Fund
-0.18%
-$609.55 
FJUL FT Vest US Equity Buffer ETF
-0.17%
-$2,659.02 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.15%
-$4.72 
IYY iShares Dow Jones U.S. ETF
-0.15%
-$204.05 
DJUL FT Vest US Equity Deep Buffer Fund
-0.15%
-$1,214.33 
DMAY FT Vest US Equity Deep Buffer Fund
-0.15%
-$1,388.52 
GJUN FT Vest US Equity Moderate Fund
-0.15%
-$917.04 
DJUN FT VEST US Equity Deep Buffer Fund
-0.14%
-$1,066.03 
GLW Corning Incorporated
-0.14%
-$687.33 
MUB iShares National Muni Bond ETF
-0.14%
-$142.82 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$155.31 
SCHK Schwab 1000 Index ETF
-0.13%
-$0.9 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.12%
-$5.54 
YMAR FT VT International Equity Market Fund - Class B
-0.12%
-$169.01 
BMAR Innovator U.S. Equity Buffer ETF
-0.12%
-$232.4 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$1,459.04 
DFUS Dimensional U.S. Equity Market ETF
-0.11%
-$306.72 
FJUN FT Vest US Equity Buffer ETF - June
-0.11%
-$1,895.72 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$821.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$343.74 
FTSL First Trust Senior Loan ETF
-0.1%
-$1,391.13 
LMT Lockheed Martin Corporation
-0.09%
-$195.52 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.08%
-$139.79 
GLD SPDR Gold Shares
-0.08%
-$758.7 
LRGF iShares U.S. Equity Factor ETF
-0.08%
-$35.7 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$22,700.46 
FAPR FT Vest U.S. Equity Buffer ETF
-0.08%
-$804.38 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.07%
-$55.02 
IAU iShares Gold Trust
-0.07%
-$141.67 
VOO Vanguard S&P 500 ETF
-0.06%
-$1,956.55 
BMAY Innovator U.S. Equity Buffer Fund
-0.06%
-$48.71 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$486.65 
FOCT FT Vest U.S. Equity Buffer ETF
-0.05%
-$628.28 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$97.1 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.04%
-$73.62 
JULM FT Vest US Equity Maximum Buffer Portfolio Series July
-0.04%
-$11.46 
FFEB FT Vest US Equity Buffer ETF
-0.04%
-$1,080.94 
IVV iShares Core S&P 500 ETF
-0.04%
-$233.17 
BAPR Innovator U.S. Equity Buffer ETF
-0.04%
-$76.66 
BFEB Innovator U.S. Equity Buffer ETF
-0.04%
-$22.57 
SNOV FT Vest US Small Cap Moderate Fund
-0.04%
-$8.18 
FMAY FT Vest U.S. Equity Buffer ETF
-0.04%
-$593.56 
GAUG FT Vest US Equity Moderate Fund
-0.04%
-$103.11 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$37.35 
DNOV FT Vest US Equity Deep Buffer Fund
-0.03%
-$107.91 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.02%
-$110.41 
XMAR FT Vest US Equity Enhanced Fund
-0.02%
-$7.12 
GMAR FT Vest US Equity Moderate B Fund
-0.02%
-$17.16 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.02%
-$52.73 
SAUG FT Vest US Small Cap Moderate Fund
-0.02%
-$0.33 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.02%
-$0.76 
GNOV FT Vest US Equity Moderate B Fund
-0.01%
-$3.37 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$333.27 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
-0.01%
-$8.7 
PHYL PGIM Active High Yield Bond ETF
-0.01%
-$131.06 
ARKK ARK Innovation ETF Fund
-0.01%
-$31.49 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.01%
-$18.27 
GFEB FT VEST US Equity Moderate Fund
-0.01%
-$57.26 
GJAN FT Vest US Equity Moderate Fund B
-0.01%
-$42.48 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$0.2 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.01%
-$215.22 Events
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Dividends
Dividend Analysis
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| Trades 2783 | Longs Won 1893/2783 68% | Profit Factor 5.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,557.59 |
| Average Win $40,115.42 | Best Trade (Jul 22) $2.78M | Sharpe Ratio -8.99 |
| Average Loss -$14,827.56 | Worst Trade (Dec 30) -$1.15M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $22,544.72 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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Returns
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FAQ
Which stocks have generated the highest profits for Kristofer Gray?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Quality ETF - $1.75M, iShares MSCI International Quality Factor ETF - $1.52M, FT Cboe Vest U.S. Equity Deep Buffer ETF - December - $1.21M, First Trust Rising Dividend Achievers ETF - $1.16M, and Netflix, Inc - $1.02M. 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: First Trust US Equity Opportunities ETF - $1.03M, Pfizer Inc - $1.03M, PayPal Holdings Inc - $615,629.59, First Trust TCW Opportunistic Fixed Income Fund - $508,039.71, and First Trust International Equity Opportunities Fund - $413,994.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristofer Gray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.62M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.89M, iShares MSCI International Quality Factor ETF - $863,169.02, First Trust Senior Loan ETF - $727,915.84, SPDR S&P 500 ETF Trust - $664,677.35, and Blue Owl Capital Corporation - $534,506.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristofer Gray's monthly returns?
Kristofer Gray'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 Kristofer Gray's strategy be considered aggressive or moderate?
Kristofer Gray'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 Kristofer Gray's strategy?
Kristofer Gray'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.
