Christoph Von Dem Bussche Portfolio
Invests via Financial Guidance Group Inc. | Managed by Christoph von dem Bussche, Carl von dem Bussche, Jr.
Invests via Financial Guidance Group Inc.
Managed by Christoph von dem Bussche, Carl von dem Bussche, Jr.
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Christoph Von Dem Bussche Profile
With a distinguished career in corporate finance and strategic investment, Christoph Von Dem Bussche has played a pivotal role in various financial enterprises. His extensive experience includes leadership positions that focus on cross-border investments and mergers, positioning him as an influential figure within the European investment landscape. Renowned for his adept negotiation skills, he has successfully led numerous high-profile transactions that underline his expertise in value creation and stakeholder engagement. As a seasoned investor-operator, he brings invaluable insights into market dynamics and corporate governance, contributing significantly to advancements in capital allocation strategies across diverse sectors.
With a distinguished career in corporate finance and strategic investment, Christoph Von Dem Bussche has played a pivotal role in various financial enterprises. His extensive experience includes leadership positions that focus on cross-border investments and mergers, positioning him as an influential figure within the European investment landscape. Renowned for his adept negotiation skills, he has successfully led numerous high-profile transactions that underline his expertise in value creation and stakeholder engagement. As a seasoned investor-operator, he brings invaluable insights into market dynamics and corporate governance, contributing significantly to advancements in capital allocation strategies across diverse sectors.
Investment Philosophy & Strategy
Christoph Von Dem Bussche adopts a contrarian perspective in navigating market opportunities, seeking undervalued assets that are often overlooked by mainstream investors. His approach leverages substantial industry insights combined with an entrepreneurial mindset to identify potential growth drivers within established sectors. Through methodical analysis and strategic thinking, he emphasizes the importance of long-term value creation while being attuned to emerging trends that can reshape competitive landscapes. By focusing on companies exhibiting robust fundamentals yet facing temporary challenges, he crafts unique investment narratives aimed at capturing significant upside as they recover.
Christoph Von Dem Bussche adopts a contrarian perspective in navigating market opportunities, seeking undervalued assets that are often overlooked by mainstream investors. His approach leverages substantial industry insights combined with an entrepreneurial mindset to identify potential growth drivers within established sectors. Through methodical analysis and strategic thinking, he emphasizes the importance of long-term value creation while being attuned to emerging trends that can reshape competitive landscapes. By focusing on companies exhibiting robust fundamentals yet facing temporary challenges, he crafts unique investment narratives aimed at capturing significant upside as they recover.
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:
62.45%
Gain -0.41%
Monthly
0.86%
Yearly
10.75%
Drawdown
16.85%
$273.06M
Equity
Holdings
$273.06M
Investment
$204.4M
$69.95M
Profit -$741,181.5
Realized
$1.3M
Unrealized
$68.65M
Dividends
$14.74M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$741,181.5
Win %
84%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$741,181.5
Win %
84%
This Month
Compared to last month
Gain
-1.09%
Profit
-$3M
Win %
84%
This Year
Compared to last year
Gain
2.23%
Profit
$5.98M
Win %
84%
GOOGL Alphabet Inc
+3.22%
+$6,392.43 
BITB Bitwise Bitcoin ETF
+2.19%
+$14,332.68 
WM Waste Management, Inc.
+2.18%
+$4,803.96 
GPN Global Payments Inc.
+2.17%
+$9,004.8 
MSFT Microsoft Corp.
+1.97%
+$28,870.56 
WMT Walmart Inc.
+1.8%
+$3,821.4 
ARKW ARK Next Generation Internet ETF
+1.77%
+$54,680.92 
VFLO VictoryShares Free Cash Flow ETF
+1.04%
+$74,254.88 
COWZ Pacer US Cash Cows 100 ETF
+0.91%
+$42,924.73 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$3,577.52 
DE Deere & Company
+0.87%
+$1,979.04 
FJUN FT Vest US Equity Buffer ETF - June
+0.72%
+$29,407.31 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$113,929.86 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.49%
+$74,914.61 
BUFG FT Vest Buffered Allocation Fund
+0.47%
+$3,925.18 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.33%
+$1,776.96 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$1,840.3 
AAPL Apple Inc.
+0.24%
+$5,895.99 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.19%
+$2,018.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$6,378.74 
UPSD Aptus Large Cap Upside ETF
+0.07%
+$3,460.12 
JUCY Aptus Enhanced Yield ETF
+0.07%
+$2,458.65 
XNOV FT Vest US Equity Enhanced Fund
+0.05%
+$566 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$1,701.64 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.04%
+$164 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.02%
+$668.79 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$128.16 
XMAR FT Vest US Equity Enhanced Fund
+0.01%
+$728.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$140.88 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$639.86 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
KLAC KLA Corporation
-6.39%
-$30,030 
BAC Bank of America Corporation
-5.14%
-$17,689.12 
AVGO Broadcom Inc.
-4.77%
-$28,150.1 
GS The Goldman Sachs Group, Inc.
-3.97%
-$14,348.88 
FRDM Freedom 100 Emerging Markets ETF
-3.53%
-$113,000 
NVDA NVIDIA Corporation
-3.35%
-$38,678.88 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$7,100.76 
JPM JPMorgan Chase & Co.
-1.71%
-$6,156.99 
VGT Vanguard Information Technology ETF
-1.57%
-$14,227.2 
GLD SPDR Gold Shares
-1.51%
-$43,344 
GLDM SPDR Gold MiniShares Trust
-1.48%
-$99,603.56 
BAR GraniteShares Gold Trust
-1.47%
-$17,626.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.34%
-$3,844.43 
AMZN Amazon.com Inc
-1.26%
-$15,901.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$47,037.07 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-1.14%
-$42,431.83 
SPEM SPDR Portfolio Emerging Markets ETF
-1.13%
-$3,979.36 
IDUB Aptus International Enhanced Fund
-0.96%
-$4,294.62 
XLE Energy Select Sector SPDR Fund
-0.92%
-$49,468.2 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$3,580.5 
VONG Vanguard Russell 1000 Growth Fund
-0.87%
-$6,812.5 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$5,517.6 
EFA iShares MSCI EAFE ETF
-0.81%
-$4,693.88 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$183,277.8 
AIQ Global X Artificial Intelligence & Technology ETF
-0.77%
-$26,225.29 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$13,315.68 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$2,310.01 
OSCV Opus Small Cap Value ETF
-0.58%
-$40,066.8 
IWO iShares Russell 2000 Growth ETF
-0.57%
-$2,658.6 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.53%
-$10,031.17 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$70,491.04 
VOO Vanguard S&P 500 ETF
-0.46%
-$1,325.73 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$38,092 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,131.9 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.42%
-$14,826.6 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$8,876.17 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$13,435.41 
HCA HCA Healthcare Inc.
-0.35%
-$1,061.53 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.34%
-$18,770.87 
ACIO Aptus Collared Investment Opportunity ETF
-0.34%
-$43,885.44 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$774.82 
DRSK Aptus Defined Risk ETF
-0.29%
-$19,288.32 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.28%
-$18,702.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.26%
-$1,866.62 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$28,341.82 
PFM Invesco Dividend Achievers ETF
-0.2%
-$588.8 
BUFQ FT Nasdaq Buffer ETF July.
-0.2%
-$8,783.28 
IWN iShares Russell 2000 Value ETF
-0.15%
-$1,731.2 
IWS iShares Russell Mid-Cap Value ETF
-0.14%
-$1,904.2 
DRTS Alpha Tau Medical Ltd.
-0.14%
-$400 
BNDX Vanguard Total International Bond ETF
-0.13%
-$378.36 
BUFR FT Vestladder Buffer ETF-USD I
-0.11%
-$4,767.08 
DMBS DoubleLine Mortgage ETF
-0.11%
-$395.6 
IWD iShares Russell 1000 Value ETF
-0.07%
-$672.98 
VONV Vanguard Russell 1000 Value Index Fund
-0.07%
-$342.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$2,385.12 
USTB VictoryShares Short-Term Bond ETF
-0.06%
-$233.14 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.05%
-$145.12 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$49.5 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
-0.01%
-$48 Events
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Dividends
Dividend Analysis
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| Trades 795 | Longs Won 580/795 72% | Profit Factor 6.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $401,615.9 |
| Average Win $140,916.72 | Best Trade (Aug 17) $7.04M | Sharpe Ratio -12.01 |
| Average Loss -$54,778.13 | Worst Trade (Dec 31) -$1.36M | Z-Score 16.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $87,992.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,975 | 4,478 | 3,980 | 3,483 | 2,985 | 2,488 | 1,990 | 1,493 | 995 | 498 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,279 | $1.31M | $2.42M | - | $1.11M | 84.99% | +0.244% |
| ACIO Aptus Collared Investment Opportunity ETF | 274,284 | $11.1M | $12.81M | - | $1.71M | 15.39% | -0.342% |
| AIQ Global X Artificial Intelligence & Technology ETF | 53,521 | $2.16M | $3.4M | - | $1.24M | 57.27% | -0.766% |
| AMZN Amazon.com Inc | 4,908 | $787,856.28 | $1.24M | - | $456,518.04 | 57.94% | -1.262% |
| ARKW ARK Next Generation Internet ETF | 19,812 | $1.38M | $3.14M | - | $1.75M | 126.57% | +1.775% |
| AVGO Broadcom Inc. | 1,630 | $272,910.9 | $561,893.6 | - | $288,982.7 | 105.89% | -4.771% |
| BAC Bank of America Corporation | 5,485 | $207,991.2 | $326,165.52 | - | $118,174.32 | 56.82% | -5.144% |
| BAR GraniteShares Gold Trust | 27,979 | $573,901.34 | $1.18M | - | $605,413.51 | 105.49% | -1.473% |
| BITB Bitwise Bitcoin ETF | 15,579 | $790,470.73 | $667,715.94 | - | -$122,754.79 | -15.53% | +2.194% |
| BNDX Vanguard Total International Bond ETF | 6,306 | $304,806.24 | $295,940.58 | - | -$8,865.66 | -2.91% | -0.128% |
| BRK-B Berkshire Hathaway Inc. | 788 | $382,938.68 | $405,749.08 | - | $22,810.4 | 5.96% | +0.89% |
| BUFG FT Vest Buffered Allocation Fund | 28,037 | $569,874.81 | $838,306.3 | - | $268,431.49 | 47.1% | +0.47% |
| BUFQ FT Nasdaq Buffer ETF July. | 109,791 | $3.34M | $4.36M | - | $1.02M | 30.67% | -0.201% |
| BUFR FT Vestladder Buffer ETF-USD I | 119,177 | $3.67M | $4.45M | - | $781,881.34 | 21.33% | -0.107% |
| BUFT FT Vest Buffered Allocation Mutual Fund | 40,375 | $829,989.18 | $1.06M | - | $234,497.69 | 28.25% | +0.19% |
| COWZ Pacer US Cash Cows 100 ETF | 67,598 | $3.67M | $4.77M | - | $1.1M | 29.87% | +0.908% |
| DE Deere & Company | 336 | $213,134.89 | $229,027.68 | - | $15,892.79 | 7.46% | +0.872% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,393 | $483,134.19 | $730,558.85 | - | $247,424.66 | 51.21% | -0.255% |
| DMBS DoubleLine Mortgage ETF | 7,912 | $392,584.84 | $373,842 | - | -$18,742.84 | -4.77% | -0.106% |
| DRSK Aptus Defined Risk ETF | 241,104 | $6.72M | $6.69M | - | -$24,803.41 | -0.37% | -0.287% |
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FAQ
Which stocks have generated the highest profits for Christoph Von Dem Bussche?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $3.37M, ARK Next Generation Internet ETF - $2.01M, Schwab U.S. Dividend Equity ETF - $1.62M, FT Vest U.S. Equity Enhanced Fund - $1.5M, and Energy Select Sector SPDR Fund - $1.16M. 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: ARK Innovation ETF Fund - $2.03M, Invesco QQQ Trust, Series 1 - $944,692.43, Pacer Data & Infrastructure Real Estate ETF - $724,310.65, SPDR S&P Global Natural Resources ETF - $478,373.63, and iShares National Muni Bond ETF - $459,695.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christoph Von Dem Bussche's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.74M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.29M, Schwab U.S. Dividend Equity ETF - $1.53M, SPDR MSCI EAFE StrategicFactors ETF - $1.3M, Energy Select Sector SPDR Fund - $687,486.48, and SPDR S&P 500 ETF Trust - $554,916.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christoph Von Dem Bussche's monthly returns?
Christoph Von Dem Bussche'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 Christoph Von Dem Bussche's strategy be considered aggressive or moderate?
Christoph Von Dem Bussche'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 Christoph Von Dem Bussche's strategy?
Christoph Von Dem Bussche'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.
