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:
70.97%
Gain -0.19%
Monthly
0.85%
Yearly
10.64%
Drawdown
19.12%
$206.25M
Equity
Holdings
$206.25M
Investment
$156.79M
$65.62M
Profit -$435,481.32
Realized
$16.16M
Unrealized
$49.47M
Dividends
$10.69M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$435,481.32
Win %
87%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$1.44M
Win %
87%
This Month
Compared to last month
Gain
-0.4%
Profit
-$821,336
Win %
87%
This Year
Compared to last year
Gain
2.08%
Profit
$4.19M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$522,654.74 
ETN Eaton Corporation plc
+7.32%
+$15,400.64 
GOOG Alphabet Inc
+6.88%
+$81,543.5 
GOOGL Alphabet Inc
+6.73%
+$246,765.54 
META Meta Platforms Inc Class A
+3.28%
+$30,727.82 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$11,753.76 
MSFT Microsoft Corp.
+3.02%
+$146,414.89 
NVDA NVIDIA Corporation
+2.93%
+$102,831.52 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$4,592.39 
CVX Chevron Corporation
+2.35%
+$16,751.12 
WDC Western Digital Corporation
+2.21%
+$15,174.87 
FCG First Trust Natural Gas ETF
+1.91%
+$3.3 
ORCL Oracle Corporation
+1.81%
+$3,391.08 
XTL SPDR S&P Telecom ETF
+1.57%
+$1,409.19 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1,049.12 
SAP SAP SE Sponsored ADR
+1.51%
+$4,384 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$125.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$641.28 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$34 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$174.3 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$3,098.07 
ITW Illinois Tool Works Inc.
+1.15%
+$5,213 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,476.24 
VOX Vanguard Communication Services ETF
+1.12%
+$767.82 
VUG Vanguard Growth ETF
+1.1%
+$8,693.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$101.36 
XLE Energy Select Sector SPDR Fund
+1%
+$944 
UNP Union Pacific Corporation
+0.92%
+$4,552.37 
SCHW Charles Schwab Corporation
+0.87%
+$2,985.71 
IBM International Business Machines Corporation
+0.86%
+$1,377.1 
PWB Invesco Large Cap Growth ETF
+0.86%
+$1,554.8 
EMR Emerson Electric Co.
+0.79%
+$1,726.35 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,067.99 
TSLA Tesla, Inc.
+0.76%
+$5,711.15 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$117.48 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$98.5 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$1,780.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$929.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$213,857.48 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$321.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,701.25 
OTF Blue Owl Technology Finance Corp.
+0.71%
+$802.76 
CAT Caterpillar Inc.
+0.7%
+$2,976.74 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$1,908.48 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,121.6 
CARR Carrier Global Corporation
+0.68%
+$1,323 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$778.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$194.7 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$891.59 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$31.86 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$110,889 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,202.39 
IWB iShares Russell 1000 ETF
+0.64%
+$1,073.28 
IXC iShares Global Energy ETF
+0.63%
+$162.05 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$368.55 
SCHK Schwab 1000 Index ETF
+0.61%
+$4.4 
FOCT FT Vest U.S. Equity Buffer ETF
+0.59%
+$6,583.51 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$242.59 
BMAY Innovator U.S. Equity Buffer Fund
+0.59%
+$456.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$297.6 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$20,929.43 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
+0.58%
+$365.19 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$1,123.07 
MCHI iShares MSCI China ETF
+0.54%
+$81.6 
BMAR Innovator U.S. Equity Buffer ETF
+0.54%
+$1,032.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,821.66 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,536.53 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.52%
+$15.81 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.52%
+$650.16 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$10,027.26 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$12,547.41 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$791.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$180.95 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$7,477.86 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$11,162.07 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$6,324.36 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.47%
+$676.3 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$3,794.07 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$731 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$783.47 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$9,195.35 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$3,950.65 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$7,607.62 
IWD iShares Russell 1000 Value ETF
+0.44%
+$107.67 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$17.6 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$2,932.27 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$2,800.63 
CSX CSX Corporation
+0.42%
+$985.74 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$5,502.34 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$9,033.45 
FMAR FT Vest U.S. Equity Buffer ETF
+0.41%
+$9,198.13 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$3,627.82 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$1,731.35 
GJAN FT Vest US Equity Moderate Fund B
+0.39%
+$1,466.01 
RTX RTX Corporation
+0.39%
+$1,189.44 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$2,703.82 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$1,853.44 
GOCT FT Vest US Equity Moderate Fund
+0.38%
+$799.04 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$1,331.2 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$4,676.97 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$2,076.14 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.38%
+$144.43 
AVGO Broadcom Inc.
+0.37%
+$4,076.64 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$3,294.14 
FPXI First Trust International Equity Opportunities Fund
+0.37%
+$427.5 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$378.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,235.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$4,347.62 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$660.22 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$2,857.31 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$247.18 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$8,510.46 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$69.41 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.34%
+$552.15 
XMAR FT Vest US Equity Enhanced Fund
+0.33%
+$99.68 
XNTK SPDR NYSE Technology ETF
+0.33%
+$124.26 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.32%
+$21.3 
MRK Merck & Co., Inc.
+0.32%
+$863.07 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$3,755.47 
SMH VanEck Semiconductor ETF
+0.3%
+$210.27 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,624.29 
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$198.57 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$2,776.68 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$3,391.43 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$6,380.02 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.28%
+$70.19 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$691.27 
JPM JPMorgan Chase & Co.
+0.27%
+$13,718.36 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$530.75 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$184.03 
FLIN Franklin FTSE India ETF
+0.25%
+$3.69 
GAUG FT Vest US Equity Moderate Fund
+0.25%
+$326.24 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$22.5 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.2%
+$271.58 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$42.6 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$141.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$947.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$39.12 
MS Morgan Stanley
+0.17%
+$909.01 
UJUN Innovator U.S. Equity Ultra Fund
+0.16%
+$92.64 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$305.82 
DELL Dell Technologies Inc.
+0.14%
+$273.28 
JULM FT Vest US Equity Maximum Buffer Portfolio Series July
+0.13%
+$33.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$159.48 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$297.61 
FTSL First Trust Senior Loan ETF
+0.11%
+$1,170.5 
C Citigroup Inc.
+0.1%
+$296.77 
FSK FS KKR Capital Corp.
+0.1%
+$190.31 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$174.78 
WMT Walmart Inc.
+0.09%
+$507.41 
SNOV FT Vest US Small Cap Moderate Fund
+0.09%
+$18.81 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$10.04 
SOXX iShares Semiconductor ETF
+0.07%
+$87.48 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$694.68 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$859.68 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$25.72 
SAUG FT Vest US Small Cap Moderate Fund
+0.04%
+$0.36 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$0.57 
SHV iShares Short Treasury Bond ETF
+0.03%
+$0.87 
SGVT Schwab Government Money Market ETF
+0.02%
+$0.42 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$54.58 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$12.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 QCAP
QCAP
0%
$0 MFSI
MFSI
0%
$0 XFEB
XFEB
0%
$0 NOVM
NOVM
0%
$0 OCTM
OCTM
0%
$0 XAPR
XAPR
0%
$0 AUGM
AUGM
0%
$0 QCOC
QCOC
0%
$0 DECM
DECM
0%
$0 MAYM
MAYM
0%
$0 APXM
APXM
0%
$0 TSEP
TSEP
0%
$0 FEBM
FEBM
0%
$0 
AAPL Apple Inc.
-7.35%
-$670,303.24 
MU Micron Technology, Inc.
-5.9%
-$26,795.94 
GDX VanEck Gold Miners ETF
-3.49%
-$562.8 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$8,766.18 
XLB Materials Select Sector SPDR Fund
-2.34%
-$43.56 
ARKK ARK Innovation ETF Fund
-2.28%
-$5,194.14 
BA Boeing Company
-2.15%
-$7,168.54 
SLV iShares Silver Trust
-2.13%
-$11,556.18 
NFLX Netflix, Inc.
-2%
-$6,123.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,271.9 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,001.63 
GLD SPDR Gold Shares
-1.49%
-$13,212.6 
IAU iShares Gold Trust
-1.46%
-$3,083.77 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$351.9 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,898.86 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$2,055.68 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,659.12 
UBS UBS Group AG
-1.22%
-$3,675.75 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$70.18 
BBH VanEck Biotech ETF
-1.18%
-$1,633.44 
DE Deere & Company
-1.13%
-$2,332.4 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$144.84 
TXN Texas Instruments Inc
-1.08%
-$9,630.84 
CRAK VANECK OIL REFINERS ETF
-1.04%
-$1.16 
KO The Coca-Cola Company
-1.02%
-$2,433.6 
FWRD Forward Air Corporation
-0.99%
-$6,441.12 
XOM Exxon Mobil Corporation
-0.97%
-$6,796.26 
XHE SPDR S&P Health Care Equipment ETF
-0.87%
-$13.43 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$1,204.56 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$14,092.11 
PCAR PACCAR Inc.
-0.81%
-$3,909.6 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$406.41 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$441.17 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,488.96 
BCS Barclays PLC Sponsored ADR
-0.72%
-$1,559 
VPU Vanguard Utilities ETF
-0.71%
-$53.04 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$1,654.35 
ICLN iShares Global Clean Energy ETF
-0.68%
-$50.4 
BRO Brown & Brown Inc.
-0.66%
-$16,816.6 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$5,512.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,578.25 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$268.38 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$7.48 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,844.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$15.18 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.6%
-$2,819.07 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$88.27 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$621.12 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$14,304.45 
SCHF Schwab International Equity ETF
-0.58%
-$1,607.04 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$33.66 
SBUX Starbucks Corporation
-0.57%
-$1,422.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$207.36 
COF Capital One Financial Corporation
-0.54%
-$2,912.02 
LLY Eli Lilly and Company
-0.53%
-$3,917.07 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$138.46 
DFAR Dimensional US Real Estate ETF
-0.52%
-$6.86 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$7.48 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$37,855.96 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,003.39 
WCMI First Trust WCM International Equity ETF
-0.49%
-$1,156.91 
SCHH Schwab U.S. REIT ETF
-0.49%
-$21.84 
IWM iShares Russell 2000 ETF
-0.47%
-$706.11 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$7,882.8 
HD The Home Depot, Inc.
-0.42%
-$1,281.6 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$58.28 
VGT Vanguard Information Technology ETF
-0.38%
-$2,953.67 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,629.05 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$17,629.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$16.72 
HTRB Hartford Total Return Bond ETF
-0.32%
-$18,025.59 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$565.44 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$881.53 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3.68 
VTV Vanguard Value ETF
-0.27%
-$312.69 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$0.66 
DUHP Dimensional US High Profitability ETF
-0.27%
-$5.83 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$0.81 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$99 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,805.63 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$316.75 
IWN iShares Russell 2000 Value ETF
-0.25%
-$155.09 
COST Costco Wholesale Corporation
-0.24%
-$1,908.33 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$637.38 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$12 
VB Vanguard Small-Cap ETF
-0.22%
-$89.76 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$240.91 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$737.28 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$851.67 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$46.62 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$7.6 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$6.92 
YMAR FT VT International Equity Market Fund - Class B
-0.14%
-$160.9 
YSEP FT Vident International Equity Fund
-0.14%
-$99.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1.28 
MUB iShares National Muni Bond ETF
-0.11%
-$118.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$157.04 
XLF Financial Select Sector SPDR Fund
-0.1%
-$207.06 
TIP iShares TIPS Bond ETF
-0.1%
-$3.19 
YDEC FT Vest International Equity Fund
-0.09%
-$273.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$0.3 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1.55 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$3.44 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$12.34 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$83.98 
VO Vanguard Mid-Cap ETF
-0.05%
-$208.04 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$160.46 
V Visa Inc. Class A
-0.04%
-$252.82 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$78.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$12.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2957 | Longs Won 2052/2957 69% | Profit Factor 5.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,198.87 |
| Average Win $38,947.54 | Best Trade (Aug 14) $2.99M | Sharpe Ratio -8.87 |
| Average Loss -$15,290.5 | Worst Trade (Dec 30) -$1.15M | Z-Score 11.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 5d | Expectancy $22,192.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,337 | $5.03M | $8.44M | - | $3.42M | 68% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,267 | $126,547.96 | $123,367.79 | - | -$3,180.17 | -2.51% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 787 | $457,176.15 | $374,730.04 | - | -$82,446.11 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 14,486 | $2.49M | $3.93M | - | $1.44M | 57.85% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 5,601 | $399,413.68 | $541,896.75 | - | $142,483.07 | 35.67% | +0.301% |
| AOK iShares Core Conservative Allocation ETF | 4,199 | $160,143.78 | $171,823.08 | - | $11,679.3 | 7.29% | -0.049% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 10,573 | $477,916.84 | $518,922.86 | - | $41,006.02 | 8.58% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 17,367 | $989,664.88 | $1.19M | - | $200,495.63 | 20.26% | +0.058% |
| APXM APXM | 2,979 | $93.83 | $90.19 | - | -$3.64 | -3.88% | 0.0 |
| ARKK ARK Innovation ETF Fund | 3,129 | $219,937.41 | $222,909.96 | - | $2,972.55 | 1.35% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 352 | $476,967.14 | $573,408 | - | $96,440.86 | 20.22% | -1.359% |
| AUGM AUGM | 32 | $1.01 | $1.01 | - | - | - | 0.0 |
| AVGO Broadcom Inc. | 2,831 | $860,789.45 | $1.1M | - | $241,262.23 | 28.03% | +0.371% |
| BA Boeing Company | 1,506 | $269,061.32 | $325,506.84 | - | $56,445.52 | 20.98% | -2.155% |
| BAPR Innovator U.S. Equity Buffer ETF | 3,833 | $114,665.34 | $205,809.1 | - | $91,143.76 | 79.49% | +0.549% |
| BAUG Innovator U.S. Equity Buffer ETF | 223 | $6,679.52 | $12,091.06 | - | $5,411.54 | 81.02% | +0.083% |
| BBH VanEck Biotech ETF | 664 | $124,845.28 | $136,485.2 | - | $11,639.92 | 9.32% | -1.183% |
| BCS Barclays PLC Sponsored ADR | 7,795 | $197,057.6 | $214,362.5 | - | $17,304.9 | 8.78% | -0.722% |
| BDEC Innovator U.S. Equity Buffer ETF | 250 | $9,562.5 | $13,381 | - | $3,818.5 | 39.93% | +0.742% |
| BFEB Innovator U.S. Equity Buffer ETF | 1,134 | $36,707.58 | $60,062.31 | - | $23,354.73 | 63.62% | +0.617% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.91M, iShares MSCI International Quality Factor ETF - $1.58M, Dell Technologies Inc - $1.52M, Alphabet Inc - $1.34M, and FT Cboe Vest U.S. Equity Deep Buffer ETF - December - $1.3M. 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 - $507,925.64, 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 $10.69M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.88M, iShares MSCI International Quality Factor ETF - $863,169.02, First Trust Senior Loan ETF - $738,450.34, SPDR S&P 500 ETF Trust - $671,894.79, and Blue Owl Capital Corporation - $532,272.87. 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.
