Alisha Arvold Portfolio
Invests via Christopher J. Hasenberg, Inc | Managed by Christopher J. Hasenberg, Inc (doing business as Hasenberg Financial Group)
Invests via Christopher J. Hasenberg, Inc
Managed by Christopher J. Hasenberg, Inc (doing business as Hasenberg Financial Group)
Automatically Tracked
Alisha Arvold Profile
Experienced consumer and fintech investor and operator known for scaling growth-stage businesses. Alisha Arvold brings product and go-to-market leadership, prior operating roles at startups and venture-backed firms, and active angel/seed-stage investing; focuses on SaaS, marketplaces and financial services. Market-facing profile emphasizes growth strategy, customer acquisition, board and advisory experience, and readiness to support early revenue expansion.
Experienced consumer and fintech investor and operator known for scaling growth-stage businesses. Alisha Arvold brings product and go-to-market leadership, prior operating roles at startups and venture-backed firms, and active angel/seed-stage investing; focuses on SaaS, marketplaces and financial services. Market-facing profile emphasizes growth strategy, customer acquisition, board and advisory experience, and readiness to support early revenue expansion.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with product and go-to-market focus, targeting SaaS, marketplaces and fintech that demonstrate early revenue traction. Prioritizes capital deployment to customer acquisition and scalable growth engines, uses metrics-driven underwriting (LTV:CAC, unit economics), prefers founder-led teams and active board/advisory roles, and pursues 3–7 year growth horizons with pragmatic risk controls and milestone-based capital tranches.
Combines operator-led, growth-stage investing with product and go-to-market focus, targeting SaaS, marketplaces and fintech that demonstrate early revenue traction. Prioritizes capital deployment to customer acquisition and scalable growth engines, uses metrics-driven underwriting (LTV:CAC, unit economics), prefers founder-led teams and active board/advisory roles, and pursues 3–7 year growth horizons with pragmatic risk controls and milestone-based capital tranches.
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:
7.85%
Gain
Monthly
0.25%
Yearly
3.02%
Drawdown
29.6%
$307.06M
Equity
Holdings
$307.06M
Investment
$229.57M
$90.76M
Profit -$1.01M
Realized
$13.26M
Unrealized
$77.5M
Dividends
$10.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.01M
Win %
77%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$2.45M
Win %
77%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.4M
Win %
77%
This Year
Compared to last year
Gain
7.97%
Profit
$22.67M
Win %
77%
BLK BlackRock, Inc.
+6.72%
+$3,583.84 
BABA Alibaba Group Holding Limited SP ADR
+5.72%
+$109.14 
KKR KKR & Co. Inc.
+4.44%
+$401.76 
KSS Kohl's Corporation
+4.23%
+$69.5 
ORCL Oracle Corporation
+3.87%
+$12,664.12 
AAPL Apple Inc.
+3.85%
+$2,037.84 
ADNT Adient plc
+3.61%
+$5.56 
DJT Trump Media & Technology Group Corp.
+3.33%
+$3.61 
GOOGL Alphabet Inc
+3.14%
+$2,212.84 
AMZN Amazon.com Inc
+3%
+$3,370.95 
MSFT Microsoft Corp.
+2.94%
+$1,075.89 
SOLV Solventum Corporation
+2.81%
+$684.8 
GEHC GE HealthCare Technologies Inc.
+2.74%
+$33.8 
ETHE Grayscale Ethereum Trust ETF
+2.48%
+$37.5 
FSK FS KKR Capital Corp.
+2.46%
+$131.71 
BMY Bristol-Myers Squibb Company
+2.45%
+$265.05 
PM Philip Morris International Inc.
+2.42%
+$484.5 
MRK Merck & Co., Inc.
+2.19%
+$300.96 
F Ford Motor Company
+2.08%
+$584.64 
MMM 3M Company
+1.99%
+$3,809.52 
META Meta Platforms Inc Class A
+1.96%
+$259.5 
PEGA Pegasystems Inc.
+1.93%
+$31.98 
WDAY Workday Inc.
+1.87%
+$99.19 
PFE Pfizer Inc.
+1.83%
+$134.39 
FISV Fiserv, Inc.
+1.82%
+$58.5 
FIS Fidelity National Information Services, Inc.
+1.77%
+$64.08 
MAR Marriott International Inc. - Class A
+1.73%
+$257.02 
IHI iShares U.S. Medical Devices ETF
+1.72%
+$101.4 
WFC Wells Fargo & Company
+1.65%
+$2,541.64 
LOW Lowe's Companies Inc.
+1.48%
+$107.8 
FDX FedEx Corporation
+1.46%
+$179.01 
USB U.S. Bancorp
+1.45%
+$541.8 
ADBE Adobe Inc.
+1.42%
+$34.54 
RXI iShares Global Consumer Discretionary ETF
+1.38%
+$53.88 
BAC Bank of America Corporation
+1.34%
+$821.34 
MO Altria Group, Inc.
+1.33%
+$238.11 
SPGI S&P Global Inc.
+1.29%
+$124.74 
PG Procter & Gamble Co
+1.26%
+$1,363.45 
JPM JPMorgan Chase & Co.
+1.23%
+$211.5 
BMO Bank of Montreal
+1.11%
+$86.22 
VTRS Viatris Inc.
+1.1%
+$8.28 
NTRB Nutriband Inc.
+1.01%
+$6 
REGN Regeneron Pharmaceuticals, Inc.
+0.99%
+$64.75 
WY Weyerhaeuser Company
+0.94%
+$2.7 
GE General Electric Company
+0.94%
+$200.4 
VZ Verizon Communications Inc.
+0.9%
+$240.54 
RPM RPM International Inc.
+0.8%
+$16.4 
ISCV iShares Morningstar Small-Cap Value ETF
+0.78%
+$1,552.45 
KHC The Kraft Heinz Company
+0.77%
+$15.97 
RTX RTX Corporation
+0.76%
+$137.24 
V Visa Inc. Class A
+0.73%
+$152.51 
YUMC Yum China Holdings Inc.
+0.72%
+$22.17 
APP AppLovin Corporation Class A Common Stock
+0.7%
+$3.14 
IBIT iShares Bitcoin Trust
+0.7%
+$241.23 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.7%
+$16.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.65%
+$53,749.57 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.65%
+$14.96 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$28.8 
ECL Ecolab Inc.
+0.61%
+$36.08 
SPG Simon Property Group, Inc.
+0.61%
+$92.46 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.59%
+$7.2 
IYF iShares U.S. Financials ETF
+0.59%
+$930.62 
PANW Palo Alto Networks, Inc.
+0.58%
+$127.55 
T AT&T Inc.
+0.56%
+$86.64 
UPS United Parcel Service, Inc.
+0.55%
+$311.86 
VUG Vanguard Growth ETF
+0.54%
+$143,157.85 
EFV iShares MSCI EAFE Value ETF
+0.54%
+$305.69 
VRTX Vertex Pharmaceuticals Incorporated
+0.54%
+$58.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.53%
+$28.35 
VNQ Vanguard Real Estate ETF
+0.53%
+$60.26 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.5%
+$27.52 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.49%
+$180.69 
SCHD Schwab U.S. Dividend Equity ETF
+0.45%
+$10.01 
KMB Kimberly-Clark Corporation
+0.45%
+$13.78 
IYR iShares U.S. Real Estate ETF
+0.44%
+$32.66 
IWM iShares Russell 2000 ETF
+0.43%
+$810.24 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$17,362.38 
EFA iShares MSCI EAFE ETF
+0.39%
+$125,023.35 
LUMN Lumen Technologies Inc.
+0.39%
+$0.33 
VYMI Vanguard International High Dividend Yield Index Fund
+0.39%
+$4.29 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.36%
+$584.66 
EFG iShares MSCI EAFE Growth ETF
+0.34%
+$175.54 
IQV IQVIA Holdings Inc.
+0.34%
+$30.1 
FQAL Fidelity Quality Factor ETF
+0.32%
+$5.72 
PEP PepsiCo, Inc.
+0.3%
+$49.2 
PFFD Global X U.S. Preferred ETF
+0.3%
+$1.93 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$32.89 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
+0.27%
+$46.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.27%
+$3.81 
IUSB iShares Core Universal USD Bond ETF
+0.24%
+$202.91 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$23.68 
TLRY Tilray Brands, Inc.
+0.23%
+$0.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$1,439.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.21%
+$12.81 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.21%
+$4.12 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$10,501.05 
GOVT iShares U.S. Treasury Bond ETF
+0.2%
+$47.25 
IUSV iShares Core S&P U.S. Value ETF
+0.2%
+$12.32 
NNI Nelnet, Inc.
+0.18%
+$43.2 
WMT Walmart Inc.
+0.18%
+$132.63 
IVV iShares Core S&P 500 ETF
+0.18%
+$313.56 
NPK National Presto Industries Inc.
+0.17%
+$21 
ASML ASML Holding N.V. New York Registry Shares
+0.17%
+$5.95 
IVE ISHARES S&P 500 VALUE ETF
+0.17%
+$702.46 
IWV ISHARES RUSSELL 3000 ETF
+0.16%
+$35,672.4 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$10,013.85 
VOO Vanguard S&P 500 ETF
+0.14%
+$1,600.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$2.87 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$45,441.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$2,561 
IUSG iShares Core S&P U.S. Growth ETF
+0.14%
+$18.72 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$10.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$2.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.13%
+$3 
SDOG ALPS Sector Dividend Dogs ETF
+0.12%
+$36.04 
VT Vanguard Total World Stock ETF
+0.12%
+$192.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.12%
+$72.32 
BNDX Vanguard Total International Bond ETF
+0.12%
+$27.39 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.11%
+$10,927.57 
IAGG iShares International Aggregate Bond Fund
+0.11%
+$110.88 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.11%
+$34.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.09%
+$24,748.62 
ACWI iShares MSCI ACWI ETF
+0.07%
+$225.72 
VB Vanguard Small-Cap ETF
+0.07%
+$4.3 
IJH iShares Core S&P Mid-Cap ETF
+0.05%
+$7.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.03%
+$0.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$20.99 
MA Mastercard Incorporated
0%
+$0.36 
ALE Allete Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IVT InvenTrust Properties Corp.
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PGR Progressive Corporation
-8.71%
-$6,175.49 
INTC Intel Corporation
-5.52%
-$3,792.91 
CDZI Cadiz Inc.
-4.8%
-$7,573.97 
CSCO Cisco Systems, Inc.
-4.61%
-$5,932.63 
AMD Advanced Micro Devices, Inc.
-3.76%
-$11,553.08 
AMAT Applied Materials, Inc.
-3.76%
-$447.8 
SMCI Super Micro Computer Inc
-3.69%
-$49.98 
PLUG Plug Power Inc.
-3.52%
-$160 
PSX Phillips 66
-3.29%
-$377.91 
JCI Johnson Controls International plc
-2.82%
-$340.3 
AIG American International Group Inc.
-2.7%
-$745.5 
SLV iShares Silver Trust
-2.42%
-$141.35 
FCX Freeport-McMoRan Inc.
-2.39%
-$1,006.4 
YUM Yum! Brands, Inc.
-2.27%
-$161.55 
GEV GE Vernova Inc.
-2.26%
-$360.75 
APD Air Products and Chemicals, Inc.
-1.93%
-$127.16 
IBM International Business Machines Corporation
-1.87%
-$430.36 
JNJ Johnson & Johnson
-1.79%
-$3,362.45 
DC Dakota Gold Corp
-1.71%
-$750 
SYY Sysco Corporation
-1.48%
-$1,191.92 
XOM Exxon Mobil Corporation
-1.48%
-$1,583.6 
SPHQ Invesco S&P 500 Quality ETF
-1.34%
-$31.59 
FAST Fastenal Co.
-1.32%
-$25,039.74 
WAB Wabtec Corporation
-1.29%
-$6.76 
TXT Textron Inc.
-1.26%
-$125.43 
NVDA NVIDIA Corporation
-1.23%
-$525.2 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.2%
-$442.13 
CVX Chevron Corporation
-1.19%
-$91.14 
AEP American Electric Power Company, Inc.
-1.13%
-$290.32 
COP ConocoPhillips
-1.06%
-$135.66 
UNH UnitedHealth Group Incorporated
-1.05%
-$120.42 
WBD Warner Bros. Discovery, Inc.
-1.03%
-$1.7 
WEC WEC Energy Group Inc.
-0.99%
-$156.18 
HWM Howmet Aerospace Inc.
-0.98%
-$3,246 
XEL Xcel Energy Inc.
-0.93%
-$3,341.04 
VOT Vanguard Mid-Cap Growth ETF
-0.91%
-$5.47 
UNP Union Pacific Corporation
-0.79%
-$63.7 
SO The Southern Company
-0.78%
-$24 
AMLP Alerian MLP ETF
-0.71%
-$93.1 
BP BP p.l.c. Sponsored ADR
-0.7%
-$529.54 
ITW Illinois Tool Works Inc.
-0.65%
-$212.4 
LLY Eli Lilly and Company
-0.61%
-$6,120.45 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$215,992.26 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$50,308.1 
VO Vanguard Mid-Cap ETF
-0.57%
-$1,369.26 
ET Energy Transfer L.P.
-0.55%
-$2,231.68 
VTV Vanguard Value ETF
-0.52%
-$174.07 
ICLN iShares Global Clean Energy ETF
-0.45%
-$113.05 
MDLZ Mondelez International, Inc.
-0.4%
-$22.8 
VOE Vanguard Mid-Cap Value ETF
-0.34%
-$56,583.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.29%
-$192.85 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$2.01 
AVLV Avantis U.S. Large Cap Value ETF
-0.26%
-$61.33 
IWR iShares Russell Mid-Cap ETF
-0.26%
-$67.48 
RDVY First Trust Rising Dividend Achievers ETF
-0.24%
-$11.7 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$228.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.2%
-$2.53 
AFMC First Trust Active Factor Mid Cap ETF
-0.2%
-$43.67 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.18%
-$19.89 
NDSN Nordson Corporation
-0.17%
-$103.88 
PLTR Palantir Technologies Inc.
-0.16%
-$2.16 
SHEL Shell plc
-0.13%
-$2.09 
GLD SPDR Gold Shares
-0.12%
-$13,407.16 
LW Lamb Weston Holdings, Inc.
-0.12%
-$1.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$12.15 
AWF AllianceBernstein Global High Income Fund Inc.
-0.1%
-$4.5 
VYM Vanguard High Dividend Yield ETF
-0.1%
-$18.7 
FMB First Trust Managed Municipal Fund
-0.06%
-$146.31 
TSLA Tesla, Inc.
-0.05%
-$2.74 
CRM Salesforce Inc
-0.05%
-$1.92 
NOW ServiceNow, Inc.
-0.03%
-$1.95 
LMT Lockheed Martin Corporation
-0.03%
-$1.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$23.24 
VTHR Vanguard Russell 3000 ETF
-0.01%
-$1,436.47 
DUHP Dimensional US High Profitability ETF
-0.01%
-$4,333.63 
COST Costco Wholesale Corporation
-0.01%
-$7.07 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 436 | Longs Won 314/436 72% | Profit Factor 13.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $899,277.79 |
| Average Win $312,781.05 | Best Trade (Jul 15) $7.66M | Sharpe Ratio -16.47 |
| Average Loss -$61,082.58 | Worst Trade (Jun 30) -$2M | Z-Score 13.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 4d | Expectancy $208,167.83 |
| 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 | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
