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:
2.73%
Gain
Monthly
0.15%
Yearly
1.76%
Drawdown
23.09%
$131.37M
Equity
Holdings
$131.37M
Investment
$102.03M
$32.25M
Profit -$799,478.07
Realized
$2.91M
Unrealized
$29.34M
Dividends
$3.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$799,478.07
Win %
93%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$2.02M
Win %
93%
This Month
Compared to last month
Gain
-1.57%
Profit
-$2.09M
Win %
93%
This Year
Compared to last year
Gain
12.83%
Profit
$14.94M
Win %
92%
LMT Lockheed Martin Corporation
+1.87%
+$7,249.69 
WMT Walmart Inc.
+0.92%
+$3,050.01 
VTV Vanguard Value ETF
+0.56%
+$40,911.03 
GLD SPDR Gold Shares
+0.55%
+$1,111.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$16,507.53 
IAU iShares Gold Trust
+0.52%
+$984.75 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$3,323.25 
IWR iShares Russell Mid-Cap ETF
+0.05%
+$180.29 
MUB iShares National Muni Bond ETF
+0.01%
+$50 
VWO Vanguard FTSE Emerging Markets ETF
-1.9%
-$104,119.68 
IGM iShares Expanded Tech Sector ETF
-1.51%
-$69,941.97 
VUG Vanguard Growth ETF
-1.49%
-$108,638.64 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.47%
-$72,955.03 
EFG iShares MSCI EAFE Growth ETF
-1.07%
-$2,383.92 
VEU Vanguard FTSE All-World ex-US ETF
-0.9%
-$155,582.04 
CATH Global X S&P 500 Catholic Values ETF
-0.69%
-$2,129.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$52,384.2 
VOO Vanguard S&P 500 ETF
-0.6%
-$215,999.76 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$31,681.41 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$1,827.99 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$6,086.5 
AAPL Apple Inc.
-0.44%
-$1,491.85 
DFIV Dimensional International Value ETF
-0.29%
-$13,193.44 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$10,135.2 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$1,999.92 
VXF Vanguard Extended Market ETF
-0.19%
-$19,164.06 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.14%
-$4,274.75 
IWM iShares Russell 2000 ETF
-0.06%
-$467.02 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$393.34 Events
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Dividends
Dividend Analysis
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| Trades 155 | Longs Won 129/155 83% | Profit Factor 136.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $696,303.21 |
| Average Win $251,867.92 | Best Trade (Jul 14) $6.96M | Sharpe Ratio -304.71 |
| Average Loss -$9,171.9 | Worst Trade (Jun 30) -$117,549.69 | Z-Score 13.99 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $208,080.59 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
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