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:
41.04%
Gain +0.18%
Monthly
1.12%
Yearly
14.27%
Drawdown
13.22%
$112.78M
Equity
Holdings
$112.78M
Investment
$91.12M
$26.96M
Profit +$173,047.29
Realized
$5.31M
Unrealized
$21.65M
Dividends
$5.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$173,047.29
Win %
74%
This Week
Compared To Last Week
Gain
0.09%
Profit
$106,161.23
Win %
74%
This Month
Compared to last month
Gain
1.24%
Profit
$1.38M
Win %
74%
This Year
Compared to last year
Gain
6.24%
Profit
$6.62M
Win %
75%
VGT Vanguard Information Technology ETF
+2.46%
+$20,327.36 
XOM Exxon Mobil Corporation
+2.26%
+$10,890.85 
AVGO Broadcom Inc.
+2.21%
+$65,669.16 
NVDA NVIDIA Corporation
+1.97%
+$84,482.68 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$3,280.68 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$2,797.87 
PFE Pfizer Inc.
+0.77%
+$1,988.54 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.7%
+$25,327.5 
AMGN Amgen Inc.
+0.57%
+$1,732.58 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$8,527.2 
AAPL Apple Inc.
+0.35%
+$23,685.4 
DOW Dow Inc.
+0.33%
+$980.9 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$1,593.18 
CSRE Cohen & Steers Real Estate Active ETF
+0.03%
+$328.67 
Q Qnity Electronics Inc.
+0.03%
+$255.08 
MRK Merck & Co., Inc.
+0.01%
+$37.15 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DE Deere & Company
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JTEK JPMorgan U.S. Tech Leaders ETF
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.02 
MCD McDonald's Corporation
0%
-$0.01 
MMM 3M Company
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SHEL Shell plc
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
T AT&T Inc.
0%
$0 
TFLR T. Rowe Price Floating Rate ETF
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TMSL T. Rowe Price Small-Mid Cap ETF
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UTES Virtus Reaves Utilities ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.03 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
+$9.3 
VST Vistra Corp
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
WMT Walmart Inc.
-1.61%
-$17,989.59 
SYK Stryker Corporation
-1.43%
-$3,182.89 
GOOGL Alphabet Inc
-1.37%
-$39,218.44 
IBM International Business Machines Corporation
-1.17%
-$2,402.5 
ALL Allstate Corporation
-0.78%
-$2,354.17 
COST Costco Wholesale Corporation
-0.7%
-$10,370.06 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$172.16 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 553 | Longs Won 405/553 73% | Profit Factor 16.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214,598.36 |
| Average Win $70,982.23 | Best Trade (Jul 30) $2.74M | Sharpe Ratio -10.18 |
| Average Loss -$12,097.26 | Worst Trade (Sep 30) -$259,124.34 | Z-Score 8.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $48,747.57 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Christopher Barr?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.74M, NVIDIA Corporation - $1.46M, Schwab U.S. Dividend Equity ETF - $970,391.06, JPMorgan Income ETF - $641,129.17, and Walmart Inc - $440,768.64. 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 - $400,988.06, Dow Inc - $167,972.65, CVS Health Corporation - $94,544.11, and Merck & Co., Inc - $52,291.05. 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 $5.18M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $685,807.83, JPMorgan Income ETF - $644,348.09, Fidelity Total Bond ETF - $429,757.91, JPMorgan Equity Premium Income Fund - $356,771.83, and Schwab International Dividend Equity ETF - $324,505.71. 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.
