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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:
43.92%
Gain -0.08%
Monthly
0.96%
Yearly
12.1%
Drawdown
9.79%
$169.46M
Equity
Holdings
$169.46M
Investment
$136.22M
$64.86M
Profit -$161,615.63
Realized
$30.05M
Unrealized
$34.81M
Dividends
$9.04M
Goals
Avg. 16% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$161,615.63
Win %
77%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$161,615.63
Win %
77%
This Month
Compared to last month
Gain
-1.29%
Profit
-$2.22M
Win %
77%
This Year
Compared to last year
Gain
-13.63%
Profit
-$21.98M
Win %
79%
TFPM Triple Flag Precious Metals Corp
+4.14%
+$6,927.52 
GEV GE Vernova Inc.
+3.73%
+$62,693.35 
FCX Freeport-McMoRan Inc.
+3.12%
+$17,969.67 
WPM Wheaton Precious Metals Corp.
+3.05%
+$40,189.5 
GDX VanEck Gold Miners ETF
+2.97%
+$26,447.18 
AGX Argan Inc.
+2.89%
+$37,661.84 
NEM Newmont Corporation
+2.71%
+$17,619.36 
IESC Ies Holdings Inc.
+2.53%
+$34,095.5 
IBKR Interactive Brokers Group Inc.
+2.23%
+$20,498.94 
AGI Alamos Gold Inc.
+2.06%
+$16,438.63 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$16,009.86 
FIX Comfort Systems USA, Inc.
+1.85%
+$36,925.15 
KMI Kinder Morgan, Inc.
+1.85%
+$6,745.98 
TSLA Tesla, Inc.
+1.82%
+$5,838.56 
GLW Corning Incorporated
+1.5%
+$29,828.4 
CVS CVS Health Corporation
+1.47%
+$5,572.2 
ATRO Astronics Corporation
+1.27%
+$10,311 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$34,766.2 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$6,737.4 
CAH Cardinal Health Inc.
+1.22%
+$9,385.44 
VLO Valero Energy Corporation
+1.2%
+$19,982.63 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$4,886.41 
MPC Marathon Petroleum Corporation
+1.06%
+$8,113.3 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$5,262.34 
FESM Fidelity Enhanced Small Cap ETF
+1%
+$20,263.46 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$65,461.9 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$4,054.06 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.98%
+$10,264.02 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,729.29 
VNQ Vanguard Real Estate ETF
+0.92%
+$4,981.5 
FPI Farmland Partners Inc.
+0.91%
+$4,222.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$15,628.97 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$2,773.48 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,448.58 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$52,378.83 
SRE Sempra
+0.82%
+$4,524 
SLV iShares Silver Trust
+0.77%
+$2,214.64 
GE General Electric Company
+0.76%
+$15,143.36 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.76%
+$5,777.91 
SBUX Starbucks Corporation
+0.74%
+$2,384.12 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$102,454.56 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$11,251.92 
COST Costco Wholesale Corporation
+0.68%
+$8,165.14 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$10,021.38 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$1,381.6 
DUK Duke Energy Corporation
+0.63%
+$3,728.4 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$8,037.09 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$3,234.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,974.9 
AHR American Healthcare REIT, Inc.
+0.56%
+$6,585.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,979.57 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$28,162.74 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,755.6 
OIH VanEck Oil Services ETF
+0.54%
+$41,625.51 
URNM Sprott Uranium Miners ETF
+0.53%
+$10,430.14 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,768.75 
WMT Walmart Inc.
+0.45%
+$5,868.73 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$7,152 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,125.3 
PEP PepsiCo, Inc.
+0.38%
+$1,072.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,691.5 
XCEM Columbia EM Core ex-China ETF
+0.25%
+$1,071.98 
IQI Invesco Quality Municipal Income Trust
+0.2%
+$200 
BBN BlackRock Taxable Municipal Bond Trust
+0.19%
+$2,141.77 
VGK Vanguard FTSE Europe ETF
+0.18%
+$1,401.44 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$2,279 
RIG Transocean Ltd.
+0.17%
+$174.38 
NVDA NVIDIA Corporation
+0.16%
+$4,888 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,275.76 
FXH First Trust Health Care AlphaDEX Fund
+0.11%
+$258.7 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$887.9 
MSFT Microsoft Corp.
+0.1%
+$1,263.17 
IAU iShares Gold Trust
+0.08%
+$1,485.54 
OUNZ VanEck Merk Gold Trust
+0.07%
+$4,153.56 
GLD SPDR Gold Shares
+0.06%
+$5,355.68 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$5,768.08 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$597.93 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$539.07 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$135.36 
HWM Howmet Aerospace Inc.
+0.03%
+$201.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$183.96 
BTEGF Baytex Energy Corp.
0%
$0 
CNX
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
NPCT Nuveen Core Plus Impact Fund
0%
$0 
VMO Invesco Municipal Opportunity Trust
0%
$0 
SHOP Shopify Inc.
-2.02%
-$9,959.18 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$18,180.53 
FIVE Five Below, Inc.
-1.72%
-$9,448.17 
AAPL Apple Inc.
-1.52%
-$5,850 
MU Micron Technology, Inc.
-1.43%
-$13,789.43 
HII Huntington Ingalls Industries Inc.
-1.09%
-$6,183.61 
AVGO Broadcom Inc.
-0.91%
-$13,797.01 
JHS John Hancock Income Securities Trust
-0.82%
-$2,309.13 
BWXT Bwx Technologies Inc.
-0.63%
-$5,049.11 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.53%
-$2,365.12 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$7,098.48 
EIM Eaton Vance Municipal Bond Fund
-0.41%
-$680 
MCK McKesson Corporation
-0.4%
-$4,662.92 
IHAK iShares Cybersecurity and Tech ETF
-0.36%
-$5,214.4 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$5,449.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$1,148.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$3,651.93 
VBF Invesco Bond Fund
-0.13%
-$346.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$386.4 
AFB AllianceBernstein National Municipal Income Fund
-0.09%
-$533.5 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$415.62 
ITM VanEck Intermediate Muni ETF
-0.09%
-$599.48 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$422.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,049.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,351.92 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$358.2 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$171.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$203.4 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.02%
-$590.99 
MUB iShares National Muni Bond ETF
-0.01%
-$114.89 Events
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Dividends
Dividend Analysis
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| Trades 1451 | Longs Won 992/1451 68% | Profit Factor 10.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,607.84 |
| Average Win $71,006.47 | Best Trade (Jun 14) $4.09M | Sharpe Ratio -8.1 |
| Average Loss -$14,750.3 | Worst Trade (Jun 14) -$892,243.51 | Z-Score 1.45 (85.32%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $44,702.11 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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Returns
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Option values are updated at end of day.
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