CM
Christopher McCall Portfolio
Invests via Journey Beyond Wealth LLC | Managed by Andrew Avera, Christopher McCall
Invests via Journey Beyond Wealth LLC
Managed by Andrew Avera, Christopher McCall
Automatically Tracked
Veteran technology operator and investor focused on growth-stage SaaS and enterprise software. Christopher McCall is known for scaling product-led businesses and leading corporate development and go-to-market functions at prior startups and mid-cap technology firms. Capital-first profile centers on early growth equity and strategic M&A, working with founders on commercialization and category expansion. Background combines operating leadership with active angel and seed investing; frequently cited for network-driven deal sourcing and hands-on portfolio support.
Veteran technology operator and investor focused on growth-stage SaaS and enterprise software. Christopher McCall is known for scaling product-led businesses and leading corporate development and go-to-market functions at prior startups and mid-cap technology firms. Capital-first profile centers on early growth equity and strategic M&A, working with founders on commercialization and category expansion. Background combines operating leadership with active angel and seed investing; frequently cited for network-driven deal sourcing and hands-on portfolio support.
Investment Philosophy & Strategy
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:
35.59%
Gain +0.22%
Monthly
1.45%
Yearly
18.84%
Drawdown
16.89%
$130.19M
Equity
Holdings
$130.19M
Investment
$98.22M
$36.68M
Profit +$297,937.01
Realized
$4.71M
Unrealized
$31.97M
Dividends
$3.41M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$297,937.01
Win %
86%
This Week
Compared To Last Week
Gain
0.81%
Profit
$1.04M
Win %
86%
This Month
Compared to last month
Gain
1.73%
Profit
$2.21M
Win %
86%
This Year
Compared to last year
Gain
1.62%
Profit
$2.08M
Win %
89%
WMT Walmart Inc.
+2.08%
+$6,302.38 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.19%
+$36,132.67 
IGM iShares Expanded Tech Sector ETF
+0.81%
+$38,182.47 
VUG Vanguard Growth ETF
+0.77%
+$59,285 
GLD SPDR Gold Shares
+0.74%
+$1,545.5 
VOO Vanguard S&P 500 ETF
+0.63%
+$225,585.5 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$34,083.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.6%
+$7,026.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.55%
+$1,922.2 
CATH Global X S&P 500 Catholic Values ETF
+0.53%
+$2,439.07 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.48%
+$25,192.46 
VTV Vanguard Value ETF
+0.47%
+$33,866.8 
DFIV Dimensional International Value ETF
+0.42%
+$18,611.76 
DISV Dimensional International Small Cap Equity Fund
+0.37%
+$4,075.68 
IWR iShares Russell Mid-Cap ETF
+0.33%
+$1,150.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.29%
+$8,537.27 
LMT Lockheed Martin Corporation
+0.29%
+$1,093.3 
AAPL Apple Inc.
+0.28%
+$916.97 
EFG iShares MSCI EAFE Growth ETF
+0.21%
+$501.28 
VSGX Vanguard ESG International Stock ETF
+0.15%
+$363.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.1%
+$8,964.08 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$2,566.82 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$4,079.61 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$130.19 
VEU Vanguard FTSE All-World ex-US ETF
+0.03%
+$4,762.07 
Events
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Dividends
Dividend Analysis
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| Trades 180 | Longs Won 151/180 83% | Profit Factor 85.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,267.24 |
| Average Win $245,774.93 | Best Trade (Oct 06) $7.75M | Sharpe Ratio -263.63 |
| Average Loss -$14,921.09 | Worst Trade (Jun 30) -$117,549.69 | Z-Score 13.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $203,773.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 986 | $247,333.44 | $329,146.52 | - | $81,813.08 | 33.08% | +0.279% |
| CATH Global X S&P 500 Catholic Values ETF | 5,029 | $397,698.73 | $466,364.31 | - | $68,665.58 | 17.27% | +0.526% |
| DFIV Dimensional International Value ETF | 79,199 | $2.98M | $4.43M | - | $1.45M | 48.47% | +0.422% |
| DISV Dimensional International Small Cap Equity Fund | 25,473 | $724,983.83 | $1.1M | - | $373,666.66 | 51.54% | +0.372% |
| EFG iShares MSCI EAFE Growth ETF | 1,928 | $220,404.58 | $233,750.72 | - | $13,346.14 | 6.06% | +0.215% |
| GLD SPDR Gold Shares | 550 | $217,971.38 | $210,298 | - | -$7,673.38 | -3.52% | +0.74% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 16,651 | $2.62M | $3.07M | - | $445,617.68 | 16.99% | +1.192% |
| IGM iShares Expanded Tech Sector ETF | 27,273 | $2.84M | $4.76M | - | $1.92M | 67.53% | +0.808% |
 IJR iShares Core S&P Small-Cap ETF | 22,948 | $2.62M | $3.18M | - | $562,474.02 | 21.47% | -0.266% |
 IWM iShares Russell 2000 ETF | 2,458 | $544,459.3 | $690,427.62 | - | $145,968.32 | 26.81% | -0.879% |
| IWR iShares Russell Mid-Cap ETF | 3,178 | $280,935.94 | $348,092.7 | - | $67,156.76 | 23.9% | +0.332% |
| LMT Lockheed Martin Corporation | 754 | $366,370.72 | $383,092.32 | - | $16,721.6 | 4.56% | +0.286% |
 MUB iShares National Muni Bond ETF | 10,000 | $1.07M | $1.01M | - | -$55,800 | -5.24% | -0.148% |
| QTEC First Trust NASDAQ-100 Technology Index Fund | 15,551 | $2.96M | $5.29M | - | $2.34M | 79.12% | +0.478% |
| SCHD Schwab U.S. Dividend Equity ETF | 89,866 | $2.47M | $2.95M | - | $483,931.31 | 19.63% | +0.29% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 128,986 | $3.11M | $3.08M | - | -$36,386.82 | -1.17% | +0.084% |
| SPY SPDR S&P 500 ETF Trust | 7,013 | $4.11M | $5.47M | - | $1.36M | 33.03% | +0.627% |
| SUB iShares Short-Term National Muni Bond ETF | 2,367 | $251,999 | $247,481.68 | - | -$4,517.32 | -1.79% | +0.053% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 119,521 | $5.89M | $8.51M | - | $2.62M | 44.41% | +0.105% |
| VEU Vanguard FTSE All-World ex-US ETF | 190,483 | $11.5M | $15.98M | - | $4.49M | 39.02% | +0.03% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Christopher McCall?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE All-World ex-US ETF - $2.24M, Vanguard S&P 500 ETF - $1.15M, Vanguard Extended Market ETF - $710,529.71, VANGUARD FTSE DEVELOPED MARKETS ETF - $610,216.07, and Dimensional International Value ETF - $393,452.06. 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: Novo Nordisk A/S Sponsored ADR - $52,185.4 and Schwab U.S. Small-Cap ETF - $13,462.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher McCall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.41M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $712,836.13, Vanguard S&P 500 ETF - $643,688.92, VANGUARD FTSE DEVELOPED MARKETS ETF - $330,375.11, Vanguard Value ETF - $238,666.28, and Vanguard Extended Market ETF - $219,655.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher McCall's monthly returns?
Christopher McCall'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 McCall's strategy be considered aggressive or moderate?
Christopher McCall'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 McCall's strategy?
Christopher McCall'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.
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