Christopher Barr Portfolio
Invests via Red Mountain Financial, LLC | Managed by Christopher J Barr
Invests via Red Mountain Financial, LLC
Managed by Christopher J Barr
Automatically Tracked
Christopher Barr Profile
Seasoned investor and operator with experience in private equity, growth capital, and corporate strategy. Christopher Barr has led deal sourcing, portfolio management and exits across technology and industrials, advising boards on operational improvements and capital structure. Known for hands-on value creation, integration planning and EBITDA expansion initiatives. Frequently engages in fundraising, LP relations and strategic M&A, bringing cross-border transaction experience and a practitioner’s focus on disciplined returns.
Seasoned investor and operator with experience in private equity, growth capital, and corporate strategy. Christopher Barr has led deal sourcing, portfolio management and exits across technology and industrials, advising boards on operational improvements and capital structure. Known for hands-on value creation, integration planning and EBITDA expansion initiatives. Frequently engages in fundraising, LP relations and strategic M&A, bringing cross-border transaction experience and a practitioner’s focus on disciplined returns.
Investment Philosophy & Strategy
Operator-led private markets investor prioritizing disciplined, hands-on value creation in technology and industrial sectors. Focuses on growth and control-oriented growth capital and private equity deals where operational improvements, integration planning and EBITDA expansion can be executed. Employs rigorous underwriting, active portfolio governance, cross-border M&A tactics and capital-structure optimization to drive exits over a three- to seven-year horizon, balancing downside protection with staged capital deployment.
Operator-led private markets investor prioritizing disciplined, hands-on value creation in technology and industrial sectors. Focuses on growth and control-oriented growth capital and private equity deals where operational improvements, integration planning and EBITDA expansion can be executed. Employs rigorous underwriting, active portfolio governance, cross-border M&A tactics and capital-structure optimization to drive exits over a three- to seven-year horizon, balancing downside protection with staged capital deployment.
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:
42.28%
Gain -1.25%
Monthly
1.1%
Yearly
13.98%
Drawdown
12.97%
$121.05M
Equity
Holdings
$121.05M
Investment
$99.45M
$27.66M
Profit -$1.17M
Realized
$6.05M
Unrealized
$21.6M
Dividends
$5.38M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$1.17M
Win %
69%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$1.21M
Win %
69%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.11M
Win %
69%
This Year
Compared to last year
Gain
1.5%
Profit
$1.79M
Win %
72%
GOOGL Alphabet Inc
+6.73%
+$191,376.99 
MSFT Microsoft Corp.
+3.02%
+$34,295.13 
NVDA NVIDIA Corporation
+2.93%
+$116,438.46 
CVX Chevron Corporation
+2.35%
+$9,722.52 
LMT Lockheed Martin Corporation
+1.5%
+$18,002.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$10,510.04 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$3,147.6 
UNP Union Pacific Corporation
+0.92%
+$4,445.57 
IBM International Business Machines Corporation
+0.86%
+$1,839.31 
MCD McDonald's Corporation
+0.82%
+$2,679.61 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,055.91 
CAT Caterpillar Inc.
+0.7%
+$4,598.36 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,367.04 
DOW Dow Inc.
+0.67%
+$1,962.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$15,887.2 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$1,608 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,126.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,399 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,839.26 
Q Qnity Electronics Inc.
+0.51%
+$4,208.76 
AVGO Broadcom Inc.
+0.37%
+$11,305.44 
PG Procter & Gamble Co
+0.37%
+$1,237.02 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$17,980.62 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$8,323.71 
MRK Merck & Co., Inc.
+0.32%
+$1,331.3 
VT Vanguard Total World Stock ETF
+0.26%
+$594.5 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$675.61 
JNJ Johnson & Johnson
+0.21%
+$799.77 
CMI Cummins Inc.
+0.19%
+$618.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$23,809.38 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$361.92 
WMT Walmart Inc.
+0.09%
+$1,023.62 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$483 
JPIB JPMorgan International Bond ETF
+0.06%
+$339.99 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$594.11 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
CTVA Corteva Inc.
-11.9%
-$151,998.37 
AAPL Apple Inc.
-7.35%
-$511,315.56 
SYK Stryker Corporation
-6.42%
-$15,593.32 
SLV iShares Silver Trust
-2.13%
-$5,169.9 
IAU iShares Gold Trust
-1.46%
-$44,558.16 
DD DuPont de Nemours, Inc.
-1.32%
-$7,823.68 
DE Deere & Company
-1.13%
-$2,686 
INTC Intel Corporation
-1.02%
-$3,740.46 
XOM Exxon Mobil Corporation
-0.97%
-$4,974.03 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$31,936.8 
VHT Vanguard Health Care ETF
-0.76%
-$8,405.24 
AMGN Amgen Inc.
-0.64%
-$2,075.77 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,008.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$17,985.55 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,150.49 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,505.3 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,109.78 
ALL Allstate Corporation
-0.49%
-$1,537.92 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$24,496.64 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$4,231.8 
HD The Home Depot, Inc.
-0.42%
-$2,080.86 
VGT Vanguard Information Technology ETF
-0.38%
-$3,096.43 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$7,447.5 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$3,815.3 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$1,083.32 
VXF Vanguard Extended Market ETF
-0.3%
-$3,351.91 
VST Vistra Corp
-0.29%
-$574.91 
FBND Fidelity Total Bond ETF
-0.27%
-$9,873.84 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,749.23 
COST Costco Wholesale Corporation
-0.24%
-$3,939.79 
VB Vanguard Small-Cap ETF
-0.22%
-$450.77 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$5,852.85 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$594 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$427.89 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$7,553.52 
IXUS iShares Core International Stock ETF
-0.15%
-$419.72 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$4,471.5 
JPIE JPMorgan Income ETF
-0.09%
-$4,851.88 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$1,031.46 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,692.32 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$302.19 
VO Vanguard Mid-Cap ETF
-0.05%
-$157.28 
UTES Virtus Reaves Utilities ETF
-0.03%
-$141.54 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$584.43 Events
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Dividends
Dividend Analysis
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| Trades 622 | Longs Won 449/622 72% | Profit Factor 11.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,686.98 |
| Average Win $67,540.48 | Best Trade (Sep 08) $2.91M | Sharpe Ratio -9.77 |
| Average Loss -$15,415.98 | Worst Trade (Sep 30) -$259,124.34 | Z-Score 5.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $44,467.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,853 | $4.08M | $6.44M | - | $2.36M | 57.72% | -7.354% |
| ALL Allstate Corporation | 1,183 | $253,931 | $312,406.62 | - | $58,475.62 | 23.03% | -0.49% |
| AMGN Amgen Inc. | 837 | $241,082.27 | $322,378.92 | - | $81,296.65 | 33.72% | -0.64% |
| AVGO Broadcom Inc. | 7,851 | $2.54M | $3.06M | - | $520,886.95 | 20.54% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 9,667 | $3.65M | $4.95M | - | $1.29M | 35.46% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 44,872 | $3.46M | $3.48M | - | $18,543.43 | 0.54% | -0.077% |
| CAT Caterpillar Inc. | 811 | $313,237.64 | $660,810.91 | - | $347,573.27 | 110.96% | +0.701% |
| CMI Cummins Inc. | 507 | $214,040.67 | $321,539.41 | - | $107,498.74 | 50.22% | +0.193% |
| COST Costco Wholesale Corporation | 1,728 | $1.25M | $1.64M | - | $396,484.12 | 31.76% | -0.239% |
| CSRE Cohen & Steers Real Estate Active ETF | 38,153 | $988,581.46 | $1.11M | - | $126,249.2 | 12.77% | -0.341% |
| CTVA Corteva Inc. | 14,299 | $698,113.36 | $1.13M | - | $427,360.93 | 61.22% | -11.898% |
| CVX Chevron Corporation | 2,151 | $318,792.42 | $423,381.33 | - | $104,588.91 | 32.81% | +2.35% |
| DD DuPont de Nemours, Inc. | 4,252 | $576,741 | $582,524 | - | $5,783 | 1% | -1.325% |
| DE Deere & Company | 395 | $180,449.17 | $234,104.64 | - | $53,655.47 | 29.73% | -1.134% |
| DOW Dow Inc. | 9,814 | $537,415.12 | $297,266.06 | - | -$240,149.06 | -44.69% | +0.665% |
| FBND Fidelity Total Bond ETF | 82,282 | $3.76M | $3.68M | - | -$78,083.25 | -2.08% | -0.268% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 34,382 | $1.03M | $1.28M | - | $251,078.13 | 24.45% | -0.081% |
| FNDF Schwab Fundamental International Large Company Index ETF | 14,079 | $575,794.97 | $760,406.77 | - | $184,611.8 | 32.06% | -0.589% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 9,048 | $281,400 | $287,183.52 | - | $5,783.52 | 2.06% | +0.126% |
| GOOGL Alphabet Inc | 8,517 | $1.43M | $3.03M | - | $1.61M | 112.73% | +6.734% |
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FAQ
Which stocks have generated the highest profits for Christopher Barr?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.74M, NVIDIA Corporation - $1.56M, Schwab U.S. Dividend Equity ETF - $969,102.72, JPMorgan Income ETF - $674,089.53, and Walmart Inc - $443,742.37. 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: Intel Corporation - $286,622.51, Dow Inc - $164,537.75, Oracle Corporation - $90,209.68, CVS Health Corporation - $67,301.61, and Merck & Co., Inc - $45,909.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Barr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.38M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $684,519.49, JPMorgan Income ETF - $677,308.45, Fidelity Total Bond ETF - $443,631.01, JPMorgan Equity Premium Income Fund - $380,301.96, and Schwab International Dividend Equity ETF - $320,404.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Barr's monthly returns?
Christopher Barr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Christopher Barr's strategy be considered aggressive or moderate?
Christopher Barr's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Christopher Barr's strategy?
Christopher Barr's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
