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:
53.97%
Gain -1.83%
Monthly
1.08%
Yearly
13.71%
Drawdown
13.64%
$207.78M
Equity
Holdings
$207.78M
Investment
$180.11M
$58.01M
Profit -$3.12M
Realized
$30.34M
Unrealized
$27.67M
Dividends
$10.09M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.83%
Profit
-$3.12M
Win %
59%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$3.12M
Win %
59%
This Month
Compared to last month
Gain
-2.04%
Profit
-$4.32M
Win %
59%
This Year
Compared to last year
Gain
-2.87%
Profit
-$6.12M
Win %
66%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$39,536.83 
GOOGL Alphabet Inc
+3.08%
+$19,616.76 
GOOG Alphabet Inc
+2.97%
+$12,268.34 
META Meta Platforms Inc Class A
+2.91%
+$9,057.22 
MSFT Microsoft Corp.
+2.27%
+$54,086.18 
WMT Walmart Inc.
+2.27%
+$16,757.28 
LLY Eli Lilly and Company
+2.04%
+$5,402.61 
ABBV AbbVie Inc.
+1.73%
+$4,293.48 
COST Costco Wholesale Corporation
+1.62%
+$4,784 
BALL Ball Corp.
+1.47%
+$4,239.84 
VZ Verizon Communications Inc.
+1.44%
+$3,453.63 
FXH First Trust Health Care AlphaDEX Fund
+1.3%
+$3,363.1 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1.15%
+$2,798.88 
CVS CVS Health Corporation
+1.09%
+$4,061.29 
V Visa Inc. Class A
+1.05%
+$4,174.87 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$18,368.4 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.88%
+$8,838.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$10,422.3 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.59%
+$1,504.5 
JNJ Johnson & Johnson
+0.58%
+$1,259.2 
FPI Farmland Partners Inc.
+0.56%
+$2,823.48 
AAPL Apple Inc.
+0.54%
+$6,189.85 
PG Procter & Gamble Co
+0.52%
+$1,071.35 
JQUA JPMorgan U.S. Quality Factor ETF
+0.4%
+$61,016.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$6,068.25 
SBUX Starbucks Corporation
+0.35%
+$1,133.33 
MMT MFS Multimarket Income Trust
+0.35%
+$156.69 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$902.38 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$3,341.55 
FEOE First Eagle Overseas Equity ETF
+0.2%
+$702.9 
KMI Kinder Morgan, Inc.
+0.1%
+$357.03 
CAH Cardinal Health Inc.
+0.08%
+$621.15 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.08%
+$2,135.59 
PEP PepsiCo, Inc.
+0.04%
+$133 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.03%
+$77.19 
PAAA PGIM AAA CLO ETF
+0.03%
+$84.72 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$104.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$123.6 
BPOP Popular Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BTE Baytex Energy Corp
0%
$0 
AHR American Healthcare REIT, Inc.
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
GLW Corning Incorporated
-14.06%
-$268,984.89 
TER Teradyne, Inc.
-13.05%
-$81,113.35 
GEV GE Vernova Inc.
-8.66%
-$160,079.94 
CIEN Ciena Corporation
-8.56%
-$30,588.47 
LRCX Lam Research Corporation
-7.91%
-$25,228.4 
STRL Sterling Infrastructure, Inc.
-7.76%
-$42,475.87 
IESC Ies Holdings Inc.
-7.44%
-$90,961.94 
VRT Vertiv Holdings Co
-7.13%
-$58,944.75 
MRVL Marvell Technology, Inc.
-6.64%
-$39,347.37 
KLAC KLA Corporation
-6.58%
-$12,782.88 
FIX Comfort Systems USA, Inc.
-6.24%
-$117,576.69 
INTC Intel Corporation
-5.3%
-$10,871.82 
SBSW Sibanye Stillwater Ltd - ADR
-5.26%
-$36,740.22 
DELL Dell Technologies Inc.
-5.04%
-$60,138.18 
AVGO Broadcom Inc.
-4.79%
-$82,391.19 
MU Micron Technology, Inc.
-4.76%
-$98,945.3 
OIH VanEck Oil Services ETF
-4.56%
-$335,880.16 
PWR Quanta Services Inc.
-4.54%
-$28,002.81 
AGX Argan Inc.
-4.5%
-$39,535.44 
SNDK SanDisk Corporation
-4.4%
-$13,287.44 
CAT Caterpillar Inc.
-4.15%
-$44,085.04 
AMD Advanced Micro Devices, Inc.
-3.9%
-$14,235.44 
ATRO Astronics Corporation
-3.89%
-$32,279.04 
WDC Western Digital Corporation
-3.59%
-$10,525.51 
RIG Transocean Ltd.
-3.44%
-$3,400.41 
XCEM Columbia EM Core ex-China ETF
-3.4%
-$31,672.38 
URNM Sprott Uranium Miners ETF
-3.21%
-$63,299.04 
GDX VanEck Gold Miners ETF
-3.09%
-$33,737.98 
NVDA NVIDIA Corporation
-2.85%
-$129,223.68 
WPM Wheaton Precious Metals Corp.
-2.83%
-$46,287.04 
CMI Cummins Inc.
-2.83%
-$5,096.94 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$61,808.54 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$8,314.02 
FCX Freeport-McMoRan Inc.
-2.33%
-$14,507.73 
VLO Valero Energy Corporation
-2.24%
-$58,798.65 
STX Seagate Technology Holdings plc
-2.23%
-$7,100.81 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-2.15%
-$16,069.48 
PAVE Global X U.S. Infrastructure Development ETF
-2.06%
-$9,885.61 
GE General Electric Company
-1.98%
-$40,702.8 
LIT GLOBAL X LITHIUM & BATTERY T
-1.9%
-$15,113.68 
GOF Guggenheim Strategic Opportunities Fund
-1.85%
-$81,074.7 
JPM JPMorgan Chase & Co.
-1.72%
-$5,169.89 
SLV iShares Silver Trust
-1.69%
-$4,617.76 
CSCO Cisco Systems, Inc.
-1.65%
-$4,166.2 
JHS John Hancock Income Securities Trust
-1.6%
-$4,563.14 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$4,342.8 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.44%
-$30,014.97 
TSLA Tesla, Inc.
-1.4%
-$6,604.8 
GLD SPDR Gold Shares
-1.35%
-$132,896.17 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$5,802.6 
OUNZ VanEck Merk Gold Trust
-1.3%
-$80,940.13 
IAU iShares Gold Trust
-1.29%
-$9,887.46 
CNX CNX Resources Corporation
-1.23%
-$23,731.84 
AMZN Amazon.com Inc
-1.22%
-$6,908 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$6,518.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$22,607.97 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$9,221.26 
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$26,213.96 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$3,226.23 
IBKR Interactive Brokers Group Inc.
-1.1%
-$11,310.99 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$6,023.87 
BWXT Bwx Technologies Inc.
-0.96%
-$6,001.17 
CVX Chevron Corporation
-0.94%
-$2,886.36 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$65,787.75 
HWM Howmet Aerospace Inc.
-0.87%
-$10,142 
XOM Exxon Mobil Corporation
-0.85%
-$4,845.07 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.74%
-$7,793.9 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$3,019.03 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.73%
-$2,135.82 
IQI Invesco Quality Municipal Income Trust
-0.71%
-$787.5 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$5,744.3 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$2,763.07 
VBF Invesco Bond Fund
-0.66%
-$2,535.07 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,372.62 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$63,937.17 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$1,943.55 
VNQ Vanguard Real Estate ETF
-0.55%
-$2,907.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$2,604.91 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,621.66 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,526.5 
VTV Vanguard Value ETF
-0.46%
-$2,521.44 
MHD BlackRock MuniHoldings Fund Inc.
-0.45%
-$2,741.4 
DUK Duke Energy Corporation
-0.45%
-$2,563.18 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.45%
-$2,367.4 
SRE Sempra
-0.42%
-$3,151.4 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,216.89 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,135.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,947.79 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,931.9 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$3,548.07 
MPC Marathon Petroleum Corporation
-0.28%
-$3,155.87 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.27%
-$6,209.98 
EIM Eaton Vance Municipal Bond Fund
-0.27%
-$425 
FESM Fidelity Enhanced Small Cap ETF
-0.25%
-$24,692.46 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$631.02 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.19%
-$544.2 
BTT BlackRock Municipal 2030 Target Term Trust
-0.18%
-$2,548.48 
BBN BlackRock Taxable Municipal Bond Trust
-0.16%
-$1,780.62 
VUG Vanguard Growth ETF
-0.16%
-$872.18 
NZF Nuveen Municipal Credit Income Fund
-0.13%
-$1,765.8 
VMO Invesco Municipal Opportunity Trust
-0.12%
-$650.12 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$1,075.5 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.1%
-$1,737.35 
AFB AllianceBernstein National Municipal Income Fund
-0.1%
-$530.35 
BNDX Vanguard Total International Bond ETF
-0.09%
-$399.6 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$359.46 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$356.1 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$1,035.5 
MUB iShares National Muni Bond ETF
-0.05%
-$754 
MBB iShares MBS ETF
-0.05%
-$129.15 
ITM VanEck Intermediate Muni ETF
-0.04%
-$300.22 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$110.8 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$130.51 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$47.38 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$125.83 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$1,343.19 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$56.89 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$109.01 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$236.89 Events
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Dividends
Dividend Analysis
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| Trades 1606 | Longs Won 1041/1606 64% | Profit Factor 4.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,004.31 |
| Average Win $72,171.55 | Best Trade (Aug 25) $4.9M | Sharpe Ratio -9.28 |
| Average Loss -$30,296.18 | Worst Trade (Sep 14) -$1.37M | Z-Score -5.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $36,122.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,458 | $877,336.89 | $1.16M | - | $277,842.59 | 31.67% | +0.539% |
| ABBV AbbVie Inc. | 967 | $243,245 | $252,928.52 | - | $9,683.52 | 3.98% | +1.727% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,006 | $241,181 | $254,200.32 | - | $13,019.32 | 5.4% | +0.595% |
| AFB AllianceBernstein National Municipal Income Fund | 53,035 | $566,944.65 | $543,608.75 | - | -$23,335.9 | -4.12% | -0.097% |
| AGX Argan Inc. | 2,121 | $693,147.31 | $838,007.1 | - | $144,859.79 | 20.9% | -4.505% |
| AHR American Healthcare REIT, Inc. | 25,558 | $872,197.82 | $1.37M | - | $497,199.82 | 57.01% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 707 | $410,703 | $350,668.46 | - | -$60,034.54 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 2,200 | $524,392 | $558,008 | - | $33,616 | 6.41% | -1.223% |
| ATRO Astronics Corporation | 11,208 | $513,095.53 | $796,888.8 | - | $283,793.27 | 55.31% | -3.893% |
| AVGO Broadcom Inc. | 4,757 | $1.25M | $1.64M | - | $389,440.25 | 31.15% | -4.785% |
| BALL Ball Corp. | 4,818 | $300,643 | $292,838.04 | - | -$7,804.96 | -2.6% | +1.469% |
| BBN BlackRock Taxable Municipal Bond Trust | 71,225 | $1.15M | $1.08M | - | -$69,447.07 | -6.03% | -0.164% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 13,528 | $435,758.54 | $527,930.2 | - | $92,171.66 | 21.15% | -0.446% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 10,884 | $268,181.76 | $287,664.12 | - | $19,482.36 | 7.26% | -0.189% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 24,720 | $2.26M | $2.26M | - | -$954.31 | -0.04% | +0.005% |
| BND Vanguard Total Bond Market Index Fund | 8,389 | $615,837 | $597,338.74 | - | -$18,498.26 | -3% | -0.021% |
| BNDX Vanguard Total International Bond ETF | 9,990 | $483,816 | $469,030.5 | - | -$14,785.5 | -3.06% | -0.085% |
| BPOP Popular Inc. | 5,046 | $828,452 | $884,109.71 | - | $55,657.71 | 6.72% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 3,443 | $1.26M | $1.78M | - | $519,059.32 | 41.31% | +1.045% |
| BTE Baytex Energy Corp | 14,861 | $55,503.56 | $74,750.83 | - | $19,247.27 | 34.68% | 0.0 |
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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 - $2.28M, Super Micro Computer Inc - $2.1M, iShares Core S&P Mid-Cap ETF - $2.03M, and Elf Beauty Inc - $1.15M. 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, Arista Networks, Inc - $407,474.08, Sigma Lithium Corporation - $298,812.77, Tactile Systems Technology Inc - $290,528.85, and Limbach Holdings Inc - $273,171.84. 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 $10.09M earned over time. The largest contributors to dividend income include Guggenheim Strategic Opportunities Fund - $2.33M, Invesco S&P 500 Low Volatility ETF - $362,844.62, JPMorgan U.S. Quality Factor ETF - $321,792.08, Vanguard Intermediate-Term Corporate Bond Fund - $312,279.33, and Schwab U.S. Large-Cap Value ETF - $265,141.19. 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.
