Crystal Karstens Portfolio
Invests via PETRA FINANCIAL ADVISORS Inc. | Managed by Jonathan Forbes, Jennifer Hernandez, Crystal Karstens, Shannon Ross, Lisa Malick, John Pfaffmann, Kyle Householder
Invests via PETRA FINANCIAL ADVISORS Inc.
Managed by Jonathan Forbes, Jennifer Hernandez, Crystal Karstens, Shannon Ross, Lisa Malick, John Pfaffmann, Kyle Householder
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Crystal Karstens Profile
With a robust foundation in finance and technology, Crystal Karstens has established herself as a formidable leader in the entrepreneurial landscape. Her career journey is marked by significant contributions to innovative startups, particularly those leveraging cutting-edge technologies for operational excellence. As a driving force behind several successful ventures, she has excelled in bringing disruptive ideas to market while fostering collaboration among diverse stakeholders. Beyond her role as a founder and operator, she actively engages with emerging businesses seeking strategic guidance on navigating growth challenges. Through her multifaceted expertise, Crystal plays an influential role in shaping new market dynamics within the tech sector.
With a robust foundation in finance and technology, Crystal Karstens has established herself as a formidable leader in the entrepreneurial landscape. Her career journey is marked by significant contributions to innovative startups, particularly those leveraging cutting-edge technologies for operational excellence. As a driving force behind several successful ventures, she has excelled in bringing disruptive ideas to market while fostering collaboration among diverse stakeholders. Beyond her role as a founder and operator, she actively engages with emerging businesses seeking strategic guidance on navigating growth challenges. Through her multifaceted expertise, Crystal plays an influential role in shaping new market dynamics within the tech sector.
Investment Philosophy & Strategy
Emerging technologies present unique opportunities for disruptive innovation, an area where strategic guidance is crucial. Crystal Karstens leverages her extensive experience in entrepreneurship to identify and nurture ventures that harness tech advancements for operational transformation. With a knack for aligning diverse stakeholders, she facilitates collaboration between creators and investors to drive growth-focused initiatives. Her commitment to fostering innovative business models positions her as a key player in the ever-evolving startup ecosystem, enabling new enterprises to thrive amidst competitive pressures. Ultimately, by advocating for bold approaches tailored to market needs, she enhances the potential of emerging businesses looking to carve out their niche.
Emerging technologies present unique opportunities for disruptive innovation, an area where strategic guidance is crucial. Crystal Karstens leverages her extensive experience in entrepreneurship to identify and nurture ventures that harness tech advancements for operational transformation. With a knack for aligning diverse stakeholders, she facilitates collaboration between creators and investors to drive growth-focused initiatives. Her commitment to fostering innovative business models positions her as a key player in the ever-evolving startup ecosystem, enabling new enterprises to thrive amidst competitive pressures. Ultimately, by advocating for bold approaches tailored to market needs, she enhances the potential of emerging businesses looking to carve out their niche.
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:
52.65%
Gain +1.05%
Monthly
1.11%
Yearly
14.18%
Drawdown
12.75%
$164.4M
Equity
Holdings
$164.4M
Investment
$133.86M
$59.26M
Profit +$1.64M
Realized
$28.72M
Unrealized
$30.55M
Dividends
$9.58M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.05%
Profit
$1.64M
Win %
71%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.28M
Win %
71%
This Month
Compared to last month
Gain
-3.03%
Profit
-$5.13M
Win %
71%
This Year
Compared to last year
Gain
2.45%
Profit
$3.92M
Win %
75%
AAPL Apple Inc.
+3.53%
+$14,768 
OIH VanEck Oil Services ETF
+2.27%
+$158,140.08 
VNQ Vanguard Real Estate ETF
+2.15%
+$11,734.2 
MCK McKesson Corporation
+1.99%
+$24,368.89 
AHR American Healthcare REIT, Inc.
+1.88%
+$26,849.8 
IHAK iShares Cybersecurity and Tech ETF
+1.63%
+$25,029.12 
SHOP Shopify Inc.
+1.56%
+$7,815.5 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$26,407.57 
GE General Electric Company
+1.35%
+$28,200.32 
WPM Wheaton Precious Metals Corp.
+1.32%
+$16,940.36 
XMLV Invesco S&P MidCap Low Volatility ETF
+1.3%
+$5,550.93 
PEP PepsiCo, Inc.
+1.25%
+$3,358.03 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$2,311.04 
SPLV Invesco S&P 500 Low Volatility ETF
+1.09%
+$69,007.03 
TFPM Triple Flag Precious Metals Corp
+1.08%
+$1,851.33 
SLV iShares Silver Trust
+1.02%
+$2,497.36 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.99%
+$3,117.5 
WMT Walmart Inc.
+0.99%
+$11,628.76 
DUK Duke Energy Corporation
+0.97%
+$6,022.85 
COST Costco Wholesale Corporation
+0.97%
+$10,997.26 
FIVE Five Below, Inc.
+0.93%
+$5,104.2 
CAH Cardinal Health Inc.
+0.91%
+$7,152.45 
FXH First Trust Health Care AlphaDEX Fund
+0.84%
+$2,049.71 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$13,268.16 
CVS CVS Health Corporation
+0.8%
+$3,200.25 
HWM Howmet Aerospace Inc.
+0.76%
+$6,240.96 
AGI Alamos Gold Inc.
+0.68%
+$4,630.6 
VGK Vanguard FTSE Europe ETF
+0.66%
+$5,080.22 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$1,980.99 
RIG Transocean Ltd.
+0.56%
+$523.14 
CEF Sprott Physical Gold and Silver Trust
+0.53%
+$6,251.07 
EZU iShares MSCI Eurozone ETF
+0.49%
+$24,314.4 
GOF Guggenheim Strategic Opportunities Fund
+0.48%
+$23,468.95 
FPI Farmland Partners Inc.
+0.42%
+$1,876.84 
PAVE Global X U.S. Infrastructure Development ETF
+0.31%
+$1,633.14 
GDX VanEck Gold Miners ETF
+0.28%
+$2,404.32 
MUB iShares National Muni Bond ETF
+0.28%
+$3,333.55 
KMI Kinder Morgan, Inc.
+0.28%
+$1,046.79 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.26%
+$4,869.24 
JQUA JPMorgan U.S. Quality Factor ETF
+0.24%
+$33,494.76 
BTT BlackRock Municipal 2030 Target Term Trust
+0.22%
+$2,848.75 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$1,018 
NPCT Nuveen Core Plus Impact Fund
+0.21%
+$201 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$2,624.9 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$3,405.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$1,913.64 
HII Huntington Ingalls Industries Inc.
+0.17%
+$945.51 
SUB iShares Short-Term National Muni Bond ETF
+0.16%
+$767.04 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.15%
+$1,432.8 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.15%
+$1,579.08 
IEI iShares 3-7 Year Treasury Bond ETF
+0.15%
+$469.2 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$623.43 
OUNZ VanEck Merk Gold Trust
+0.13%
+$6,922.6 
IAU iShares Gold Trust
+0.1%
+$1,980.72 
VMO Invesco Municipal Opportunity Trust
+0.1%
+$579.15 
GLD SPDR Gold Shares
+0.1%
+$9,250.72 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$330 
IQI Invesco Quality Municipal Income Trust
+0.1%
+$100 
IVV iShares Core S&P 500 ETF
+0.1%
+$358.16 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$437.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$1,577.24 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$610.2 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$343.44 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$3,850.7 
ITM VanEck Intermediate Muni ETF
+0.04%
+$299.74 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$718.76 
SBUX Starbucks Corporation
+0.04%
+$125.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$597.93 
MSFT Microsoft Corp.
+0.03%
+$379.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$275.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$265.63 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.99%
-$66,974.43 
GLW Corning Incorporated
-6.03%
-$105,919.05 
IESC Ies Holdings Inc.
-5.67%
-$69,352.1 
AGX Argan Inc.
-5.54%
-$69,764.22 
FIX Comfort Systems USA, Inc.
-5.33%
-$105,354.04 
KTOS Kratos Defense & Security Solutions, Inc.
-4.23%
-$36,890.59 
URNM Sprott Uranium Miners ETF
-3.15%
-$57,905.3 
AVGO Broadcom Inc.
-2.69%
-$41,588.06 
SPMO Invesco S&P 500 Momentum ETF
-2.22%
-$60,749.54 
TSLA Tesla, Inc.
-2.08%
-$5,341.32 
XCEM Columbia EM Core ex-China ETF
-1.89%
-$7,586.32 
LIT GLOBAL X LITHIUM & BATTERY T
-1.75%
-$11,884.59 
ATRO Astronics Corporation
-1.62%
-$14,229.18 
NEM Newmont Corporation
-1.61%
-$10,211.22 
BTE Baytex Energy Corp
-1.59%
-$1,056.37 
GEV GE Vernova Inc.
-1.59%
-$30,430.33 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$3,957.8 
FCX Freeport-McMoRan Inc.
-1.42%
-$7,812.9 
BWXT Bwx Technologies Inc.
-1.22%
-$8,825.75 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$120,407.95 
MPC Marathon Petroleum Corporation
-0.97%
-$8,874.87 
NVDA NVIDIA Corporation
-0.92%
-$29,327.85 
VLO Valero Energy Corporation
-0.9%
-$17,964.91 
SBSW Sibanye Stillwater Ltd - ADR
-0.83%
-$3,930.15 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$6,625.1 
EIM Eaton Vance Municipal Bond Fund
-0.62%
-$1,020 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$2,957.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$2,571.08 
AFB AllianceBernstein National Municipal Income Fund
-0.55%
-$3,201 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-0.54%
-$3,851.96 
CNX CNX Resources Corporation
-0.49%
-$9,416.81 
SRE Sempra
-0.49%
-$2,774.72 
VLUE iShares MSCI USA Value Factor ETF
-0.49%
-$8,582.49 
NZF Nuveen Municipal Credit Income Fund
-0.33%
-$4,732.32 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.27%
-$1,244.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$647.9 
VBF Invesco Bond Fund
-0.14%
-$346.2 
FESM Fidelity Enhanced Small Cap ETF
-0.13%
-$2,643.06 
BBN BlackRock Taxable Municipal Bond Trust
-0.13%
-$1,427.8 
JHS John Hancock Income Securities Trust
-0.09%
-$256.57 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$441.09 
IBKR Interactive Brokers Group Inc.
-0.02%
-$207.06 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$68.54 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.01%
-$295.5 Events
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Dividends
Dividend Analysis
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| Trades 1451 | Longs Won 966/1451 66% | Profit Factor 8.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,896.26 |
| Average Win $69,759.76 | Best Trade (Jul 30) $3.87M | Sharpe Ratio -9.25 |
| Average Loss -$16,749.47 | Worst Trade (Jul 30) -$1.05M | Z-Score -5.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $40,843.85 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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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 Crystal Karstens?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.26M, Guggenheim Strategic Opportunities Fund - $2.1M, Super Micro Computer Inc - $2.07M, Elf Beauty Inc - $1.5M, and Broadcom Inc - $1.05M. 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: Core Alternative ETF - $935,763.9, Sigma Lithium Corporation - $298,812.77, Pfizer Inc - $214,676.67, Limbach Holdings Inc - $211,633.57, and Rambus Inc - $140,148.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Crystal Karstens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.58M earned over time. The largest contributors to dividend income include Guggenheim Strategic Opportunities Fund - $2.16M, Invesco S&P 500 Low Volatility ETF - $349,209.86, JPMorgan U.S. Quality Factor ETF - $321,792.08, Vanguard Intermediate-Term Corporate Bond Fund - $298,079.28, and Schwab U.S. Large-Cap Value ETF - $265,426.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Crystal Karstens's monthly returns?
Crystal Karstens'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 Crystal Karstens's strategy be considered aggressive or moderate?
Crystal Karstens'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 Crystal Karstens's strategy?
Crystal Karstens'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.
