Christopher Plummer Portfolio
Invests via PROMETHIUM ADVISORS,LLC | Managed by Christopher F. Poch
Invests via PROMETHIUM ADVISORS,LLC
Managed by Christopher F. Poch
Automatically Tracked
Christopher Plummer Profile
A veteran entertainment executive and investor known for deep film and rights expertise, Christopher Plummer transitioned industry knowledge into strategic media and content investments, focusing on production companies, IP monetization and boutique theatrical distribution. Serves as active advisor and board participant for creative enterprises, leveraging long-standing industry relationships to source private deals and co-investments. Investment style emphasizes legacy content, catalog acquisition and selective early-stage media technology opportunities.
A veteran entertainment executive and investor known for deep film and rights expertise, Christopher Plummer transitioned industry knowledge into strategic media and content investments, focusing on production companies, IP monetization and boutique theatrical distribution. Serves as active advisor and board participant for creative enterprises, leveraging long-standing industry relationships to source private deals and co-investments. Investment style emphasizes legacy content, catalog acquisition and selective early-stage media technology opportunities.
Investment Philosophy & Strategy
Combines deep rights and production expertise to favor durable content assets and catalog acquisitions that generate predictable licensing and distribution cashflows. Allocates capital between acquiring legacy IP, minority stakes in production companies and selective early‑stage media technologies that amplify monetization. Investment decisions are relationship‑driven, underwritten for long horizons and structural value rather than short-term growth. Takes active board/advisory roles, syndicates co-investors, and prioritizes downside protection through rights control and diversified revenue streams.
Combines deep rights and production expertise to favor durable content assets and catalog acquisitions that generate predictable licensing and distribution cashflows. Allocates capital between acquiring legacy IP, minority stakes in production companies and selective early‑stage media technologies that amplify monetization. Investment decisions are relationship‑driven, underwritten for long horizons and structural value rather than short-term growth. Takes active board/advisory roles, syndicates co-investors, and prioritizes downside protection through rights control and diversified revenue streams.
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:
28.39%
Gain +0.01%
Monthly
1.09%
Yearly
13.9%
Drawdown
15.73%
$213.92M
Equity
Holdings
$213.92M
Investment
$171.15M
$39.35M
Profit +$4,228.57
Realized
-$3.41M
Unrealized
$42.76M
Dividends
$6.96M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$4,228.57
Win %
68%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$649,786.62
Win %
68%
This Month
Compared to last month
Gain
0.002%
Profit
$4,228.57
Win %
68%
This Year
Compared to last year
Gain
2.92%
Profit
$6.05M
Win %
66%
LLY Eli Lilly and Company
+4.86%
+$54,179.94 
MAR Marriott International Inc. - Class A
+4.67%
+$122,887 
CLNE Clean Energy Fuels Corp.
+3.74%
+$1,330 
LB LandBridge Company LLC
+2.65%
+$134,413.5 
EMR Emerson Electric Co.
+2.31%
+$37,929.45 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+2.31%
+$42,301.05 
MCD McDonald's Corporation
+2.09%
+$44,611.18 
RTX RTX Corporation
+2.01%
+$16,243.04 
TPL Texas Pacific Land Corporation
+1.78%
+$163,177.78 
TJX The TJX Companies, Inc.
+1.5%
+$41,005.74 
IYE iShares U.S. Energy ETF
+1.43%
+$5,046.3 
UNH UnitedHealth Group Incorporated
+1.28%
+$18,798.04 
BNL Broadstone Net Lease Inc.
+1.18%
+$38,930 
URI United Rentals, Inc.
+1.04%
+$3,954.13 
MIAX Miami International Holdings, Inc.
+1.03%
+$5,532.57 
GE General Electric Company
+1.02%
+$11,712 
WBI WaterBridge Infrastructure LLC
+1.02%
+$25,457.84 
WFC Wells Fargo & Company
+0.88%
+$9,755.46 
SBUX Starbucks Corporation
+0.87%
+$3,481.66 
GBDC Golub Capital BDC, Inc.
+0.84%
+$1,760 
MDLZ Mondelez International, Inc.
+0.84%
+$3,449.15 
CL Colgate-Palmolive Company
+0.81%
+$2,062.5 
AIG American International Group Inc.
+0.76%
+$4,200 
GS The Goldman Sachs Group, Inc.
+0.7%
+$2,146.01 
MS Morgan Stanley
+0.57%
+$2,110.69 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$6,663.75 
BAC Bank of America Corporation
+0.56%
+$3,673.25 
MO Altria Group, Inc.
+0.54%
+$29,960.75 
AAPL Apple Inc.
+0.52%
+$87,462.72 
PANW Palo Alto Networks, Inc.
+0.47%
+$1,806 
WMB The Williams Companies, Inc.
+0.45%
+$4,956.25 
MCO Moody's Corporation
+0.32%
+$3,675.04 
HSY The Hershey Company
+0.3%
+$8,784.29 
CASY Casey's General Stores Inc.
+0.26%
+$8,921.08 
MRK Merck & Co., Inc.
+0.26%
+$2,880.24 
JPST JPMorgan Ultra-Short Income ETF
+0.24%
+$11,089.08 
INTC Intel Corporation
+0.2%
+$403.4 
CB Chubb Limited
+0.15%
+$649.63 
IYH iShares U.S. Healthcare ETF
+0.15%
+$300 
NSC Norfolk Southern Corporation
+0.14%
+$470 
CAG Conagra Brands Inc.
+0.13%
+$993 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$2,943.42 
JSCP JPMorgan Short Duration Core Plus ETF
+0.02%
+$572.65 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$659.84 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HE Hawaiian Electric Industries Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NVR NVR, Inc.
0%
$0 
OPTT Ocean Power Technologies Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
0%
$0 
FLG Flagstar Bank, National Association
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
PBT Permian Basin Royalty Trust
-8.64%
-$191,234.4 
AMSC American Superconductor Corporation
-7.35%
-$12,300 
IYW iShares U.S. Technology ETF
-6.12%
-$233,580.71 
WINA Winmark Corporation
-5.84%
-$30,694.96 
MPC Marathon Petroleum Corporation
-4.75%
-$17,831.99 
ARCC Ares Capital Corporation
-4.53%
-$10,311.54 
GOOGL Alphabet Inc
-4.03%
-$351,551.33 
BMY Bristol-Myers Squibb Company
-3.43%
-$92,999 
QCOM QUALCOMM Incorporated
-3.16%
-$32,649.28 
PLTR Palantir Technologies Inc.
-2.6%
-$42,684.93 
EGBN Eagle Bancorp Inc.
-2.15%
-$11,895 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.11%
-$57,267.76 
LMT Lockheed Martin Corporation
-2.04%
-$10,500 
IYG iShares U.S. Financial Services ETF
-1.89%
-$4,121.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$4,356.01 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.86%
-$5,901.11 
XOM Exxon Mobil Corporation
-1.51%
-$3,895.78 
PWR Quanta Services Inc.
-1.44%
-$26,846.82 
UPS United Parcel Service, Inc.
-1.29%
-$29,694.6 
MSFT Microsoft Corp.
-1.09%
-$27,381.3 
XPO XPO Inc.
-1.06%
-$10,069.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.91%
-$3,948 
PG Procter & Gamble Co
-0.86%
-$5,652.46 
OKE ONEOK, Inc.
-0.79%
-$2,317.13 
ORCL Oracle Corporation
-0.7%
-$2,853.19 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$3,459.84 
CAT Caterpillar Inc.
-0.62%
-$21,763.41 
SPG Simon Property Group, Inc.
-0.48%
-$1,579.4 
CARR Carrier Global Corporation
-0.4%
-$780 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$578.34 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,111.89 
NUE Nucor Corporation
-0.2%
-$545.01 
CSCO Cisco Systems, Inc.
-0.2%
-$3,470.16 
EPD Enterprise Products Partners L.P.
-0.18%
-$4,153.79 
INTZ Intrusion Inc.
-0.13%
-$27.99 
COF Capital One Financial Corporation
-0.13%
-$974.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$415.82 
GEV GE Vernova Inc.
-0.06%
-$513.03 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$40.21 
ISRG Intuitive Surgical, Inc.
0%
-$3.49 Events
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Dividends
Dividend Analysis
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| Trades 734 | Longs Won 435/734 59% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,441.48 |
| Average Win $117,996.91 | Best Trade (Aug 31) $4.52M | Sharpe Ratio -11.08 |
| Average Loss -$40,046.91 | Worst Trade (Sep 29) -$813,335.17 | Z-Score 5.06 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $53,616.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,348 | 4,813 | 4,278 | 3,743 | 3,209 | 2,674 | 2,139 | 1,604 | 1,070 | 535 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,989 | $12.58M | $16.79M | - | $4.21M | 33.43% | +0.524% |
| ABBV AbbVie Inc. | 17,471 | $3.44M | $4.26M | - | $820,587.92 | 23.86% | 0.0 |
| ABT Abbott Laboratories | 2,925 | $344,479.29 | $308,470.5 | - | -$36,008.79 | -10.45% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,892 | $484,210 | $477,336.9 | - | -$6,873.1 | -1.42% | -0.087% |
| AIG American International Group Inc. | 7,000 | $546,885 | $559,440 | - | $12,555 | 2.3% | +0.756% |
| ALL Allstate Corporation | 2,058 | $491,903 | $540,348.48 | - | $48,445.48 | 9.85% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,000 | $580,910 | $518,580.02 | - | -$62,329.98 | -10.73% | 0.0 |
| AMSC American Superconductor Corporation | 5,000 | $207,550 | $154,950 | - | -$52,600 | -25.34% | -7.354% |
| AMZN Amazon.com Inc | 10,278 | $1.95M | $2.85M | - | $897,221.82 | 45.91% | 0.0 |
| ARCC Ares Capital Corporation | 11,586 | $244,651.31 | $217,353.36 | - | -$27,297.95 | -11.16% | -4.529% |
| AXP American Express Company | 3,973 | $1.08M | $1.38M | - | $299,196.78 | 27.75% | 0.0 |
| BA Boeing Company | 7,105 | $1.3M | $1.69M | - | $389,125.24 | 30.03% | 0.0 |
| BAC Bank of America Corporation | 10,495 | $438,696.4 | $663,808.75 | - | $225,112.35 | 51.31% | +0.556% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 131,967 | $13.11M | $13.09M | - | -$25,737.14 | -0.2% | +0.005% |
| BLK BlackRock, Inc. | 517 | $529,981.78 | $584,794.21 | - | $54,812.43 | 10.34% | 0.0 |
| BMY Bristol-Myers Squibb Company | 41,150 | $2.13M | $2.62M | - | $483,927.49 | 22.67% | -3.43% |
| BNL Broadstone Net Lease Inc. | 155,720 | $2.92M | $3.33M | - | $415,029.63 | 14.22% | +1.181% |
| BRK-B Berkshire Hathaway Inc. | 2,220 | $1.09M | $1.15M | - | $56,543.2 | 5.18% | 0.0 |
| BX Blackstone Inc. | 2,320 | $354,605.29 | $318,304 | - | -$36,301.29 | -10.24% | 0.0 |
| CAG Conagra Brands Inc. | 49,650 | $840,979 | $745,743 | - | -$95,236 | -11.32% | +0.133% |
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FAQ
Which stocks have generated the highest profits for Christopher Plummer?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $1.32M, SPDR Bloomberg 3-12 Month T-Bill ETF - $582,599.69, Altria Group, Inc - $464,081.62, Bristol-Myers Squibb Company - $408,709.63, and CME Group Inc - $308,138.75. 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: ARIS - $813,335.17, Aspen Aerogels Inc - $780,128.73, Whirlpool Corporation - $733,102.18, Danaher Corporation - $652,629.96, and Fiserv, Inc - $545,870.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Plummer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.96M earned over time. The largest contributors to dividend income include SPDR Bloomberg 3-12 Month T-Bill ETF - $584,507.56, Altria Group, Inc - $464,081.62, Broadstone Net Lease Inc - $365,986.45, Pfizer Inc - $350,903.72, and CME Group Inc - $308,138.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Plummer's monthly returns?
Christopher Plummer's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Christopher Plummer's strategy be considered aggressive or moderate?
Christopher Plummer'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 Plummer's strategy?
Christopher Plummer'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.
