Neil Christ Portfolio
Invests via Oak Hill Wealth Advisors LLC | Managed by Neil Christ
Invests via Oak Hill Wealth Advisors LLC
Managed by Neil Christ
Automatically Tracked
Neil Christ Profile
With a strong foundation in technology and entrepreneurship, Neil Christ has built an impressive career that integrates innovation with operational excellence. His leadership experience spans multiple startups, where he not only founded but also steered the strategic direction and growth trajectories of pioneering projects. His contributions are particularly significant in the realm of software development and digital solutions, creating competitive advantages that resonate within his sector. Known for forging meaningful partnerships and cultivating talent, he continues to play a vital role in shaping emerging market trends through entrepreneurial initiatives and tech-driven investments.
With a strong foundation in technology and entrepreneurship, Neil Christ has built an impressive career that integrates innovation with operational excellence. His leadership experience spans multiple startups, where he not only founded but also steered the strategic direction and growth trajectories of pioneering projects. His contributions are particularly significant in the realm of software development and digital solutions, creating competitive advantages that resonate within his sector. Known for forging meaningful partnerships and cultivating talent, he continues to play a vital role in shaping emerging market trends through entrepreneurial initiatives and tech-driven investments.
Investment Philosophy & Strategy
Opportunity detection is at the forefront of Neil Christ's investment approach, driven by his entrepreneurial insights and technology background. His experience in building successful startups enables a focus on innovation-led sectors where transformative potential can yield significant returns. With an emphasis on fostering strategic partnerships and nurturing talent, he seeks out investments that not only enhance competitive positioning but also drive market evolution. This proactive mindset cultivates pathways to capitalize on disruptive trends while maintaining operational agility within dynamic environments.
Opportunity detection is at the forefront of Neil Christ's investment approach, driven by his entrepreneurial insights and technology background. His experience in building successful startups enables a focus on innovation-led sectors where transformative potential can yield significant returns. With an emphasis on fostering strategic partnerships and nurturing talent, he seeks out investments that not only enhance competitive positioning but also drive market evolution. This proactive mindset cultivates pathways to capitalize on disruptive trends while maintaining operational agility within dynamic environments.
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:
12.45%
Gain -0.07%
Monthly
0.53%
Yearly
6.51%
Drawdown
26.47%
$586.89M
Equity
Holdings
$586.89M
Investment
$483.28M
$104.66M
Profit -$399,084.02
Realized
$1.05M
Unrealized
$103.61M
Dividends
$26.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$399,084.02
Win %
66%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$399,084.02
Win %
66%
This Month
Compared to last month
Gain
0.27%
Profit
$1.6M
Win %
66%
This Year
Compared to last year
Gain
8.08%
Profit
$43.88M
Win %
66%
MMM 3M Company
+9.97%
+$61,972.35 
AMD Advanced Micro Devices, Inc.
+4.43%
+$61,486.33 
HOFT Hooker Furnishings Corporation
+4.18%
+$5,888.1 
ORCL Oracle Corporation
+3.22%
+$9,899.17 
C Citigroup Inc.
+2.66%
+$27,869.22 
UNH UnitedHealth Group Incorporated
+2.43%
+$26,957.5 
GS The Goldman Sachs Group, Inc.
+2.34%
+$12,325 
CAT Caterpillar Inc.
+2.15%
+$41,295.59 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$5,198.69 
RYT Invesco S&P 500 Equal Weight ETF
+1.59%
+$20,665.26 
HON Honeywell International Inc.
+1.49%
+$2,916.14 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$226,857.51 
MRK Merck & Co., Inc.
+1.37%
+$5,244.5 
AVGO Broadcom Inc.
+1.32%
+$18,040 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$670,485.54 
HALO Halozyme Therapeutics Inc.
+1.3%
+$10,753.5 
ETN Eaton Corporation plc
+1.23%
+$6,482.95 
CVS CVS Health Corporation
+1.2%
+$5,229.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$8,340.98 
JPM JPMorgan Chase & Co.
+1.18%
+$44,389.75 
XOM Exxon Mobil Corporation
+1.14%
+$54,431.52 
CSCO Cisco Systems, Inc.
+1.09%
+$10,908.15 
GE General Electric Company
+1.05%
+$7,854 
LLY Eli Lilly and Company
+1.01%
+$33,535.44 
CGGR Capital Group Growth ETF
+0.97%
+$17,146.36 
APD Air Products and Chemicals, Inc.
+0.96%
+$4,616.04 
GEV GE Vernova Inc.
+0.96%
+$5,729.08 
EMR Emerson Electric Co.
+0.95%
+$6,710.6 
QCOM QUALCOMM Incorporated
+0.94%
+$7,265.66 
VYMI Vanguard International High Dividend Yield Index Fund
+0.92%
+$89,779.57 
DOV Dover Corporation
+0.9%
+$2,444 
RTX RTX Corporation
+0.9%
+$8,817.49 
ABBV AbbVie Inc.
+0.87%
+$38,232.47 
AMGN Amgen Inc.
+0.86%
+$7,693 
VXF Vanguard Extended Market ETF
+0.77%
+$53,598.43 
WFC Wells Fargo & Company
+0.75%
+$3,095.95 
BAC Bank of America Corporation
+0.7%
+$2,627.35 
PFE Pfizer Inc.
+0.65%
+$1,305.92 
CGDV Capital Group Dividend Value ETF
+0.62%
+$17,999.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.61%
+$47,370.22 
CGDG Capital Group Dividend Growers ETF
+0.6%
+$17,879.4 
NVDA NVIDIA Corporation
+0.55%
+$14,025.96 
VUG Vanguard Growth ETF
+0.55%
+$199,507.32 
VB Vanguard Small-Cap ETF
+0.54%
+$134,715.3 
BLK BlackRock, Inc.
+0.53%
+$6,164.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$15,367.86 
IVV iShares Core S&P 500 ETF
+0.5%
+$1,902.3 
JNJ Johnson & Johnson
+0.5%
+$23,706.04 
VO Vanguard Mid-Cap ETF
+0.49%
+$128,977.68 
VHT Vanguard Health Care ETF
+0.48%
+$1,242.72 
BWXT Bwx Technologies Inc.
+0.48%
+$1,676.7 
VOO Vanguard S&P 500 ETF
+0.45%
+$3,519.51 
VTV Vanguard Value ETF
+0.45%
+$227,635.38 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.44%
+$143,170.65 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$98,220.12 
BX Blackstone Inc.
+0.42%
+$2,052.96 
PSX Phillips 66
+0.33%
+$5,715.4 
D Dominion Energy, Inc.
+0.26%
+$1,724.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$2,006 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$83,339.65 
VDE Vanguard Energy ETF
+0.21%
+$544 
CVX Chevron Corporation
+0.16%
+$3,954.05 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.16%
+$613.18 
YLD Principal Active High Yield ETF
+0.08%
+$225.03 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$22.5 
HBI Hanesbrands Inc.
0%
$0 
TRI
0%
$0 
NOC Northrop Grumman Corporation
-2.98%
-$10,559.51 
ADBE Adobe Inc.
-2.39%
-$3,411.34 
CRM Salesforce Inc
-1.66%
-$2,486.87 
MO Altria Group, Inc.
-1.37%
-$44,481.18 
ADP Automatic Data Processing Inc.
-1.34%
-$23,286.89 
AMT American Tower Corporation
-1.3%
-$8,302.42 
CCI Crown Castle Inc.
-1.22%
-$2,470 
HD The Home Depot, Inc.
-1.18%
-$2,080.32 
KMI Kinder Morgan, Inc.
-1.1%
-$2,682 
PM Philip Morris International Inc.
-1.07%
-$21,697.98 
MCD McDonald's Corporation
-1.04%
-$8,671.32 
AMZN Amazon.com Inc
-1.03%
-$108,607.68 
HRL Hormel Foods Corporation
-1.01%
-$4,335 
LOW Lowe's Companies Inc.
-0.99%
-$2,893.72 
BDX Becton, Dickinson and Company
-0.97%
-$12,611.72 
PAYX Paychex Inc.
-0.93%
-$1,968.8 
V Visa Inc. Class A
-0.92%
-$7,201.6 
IBM International Business Machines Corporation
-0.9%
-$10,356.48 
WMT Walmart Inc.
-0.82%
-$7,298.36 
PG Procter & Gamble Co
-0.8%
-$42,440.78 
IDXX IDEXX Laboratories, Inc.
-0.79%
-$3,122 
LIN Linde plc
-0.77%
-$1,778.04 
AJG Arthur J. Gallagher & Co.
-0.77%
-$2,265.84 
AFL Aflac Inc.
-0.73%
-$20,198.69 
KMB Kimberly-Clark Corporation
-0.72%
-$1,411.8 
COST Costco Wholesale Corporation
-0.72%
-$6,522.09 
GOOG Alphabet Inc
-0.71%
-$19,119.19 
SO The Southern Company
-0.71%
-$2,998.25 
UNP Union Pacific Corporation
-0.7%
-$3,251.04 
GOOGL Alphabet Inc
-0.69%
-$88,041.33 
CSX CSX Corporation
-0.68%
-$2,708.44 
LHX L3Harris Technologies, Inc.
-0.63%
-$7,758.94 
MSFT Microsoft Corp.
-0.6%
-$60,329.56 
AEP American Electric Power Company, Inc.
-0.58%
-$2,926 
VZ Verizon Communications Inc.
-0.52%
-$3,697.6 
PEP PepsiCo, Inc.
-0.51%
-$4,297.19 
DUK Duke Energy Corporation
-0.46%
-$4,145.26 
O Realty Income Corporation
-0.45%
-$3,299.57 
AWR American States Water Co.
-0.45%
-$1,120 
SYY Sysco Corporation
-0.4%
-$981.44 
NSC Norfolk Southern Corporation
-0.38%
-$6,627.6 
TGT Target Corporation
-0.32%
-$1,105.28 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$3,473.39 
SBUX Starbucks Corporation
-0.28%
-$3,911.23 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.27%
-$3,461.8 
KO The Coca-Cola Company
-0.26%
-$3,467.3 
BLV Vanguard Long-Term Bond ETF
-0.26%
-$12,128.9 
VGLT Vanguard Long-Term Treasury Fund
-0.24%
-$8,031.79 
AYI Acuity Brands Inc.
-0.24%
-$662.62 
DVY iShares Select Dividend ETF
-0.23%
-$539.47 
ABT Abbott Laboratories
-0.22%
-$3,134.12 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.2%
-$10,659.76 
DE Deere & Company
-0.2%
-$746.13 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$12,228.57 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$2,643.8 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$3,118.5 
GIS General Mills, Inc.
-0.17%
-$406.44 
APLU Allspring Core Plus ETF
-0.17%
-$5,309.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.17%
-$7,924 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$21,231.18 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.16%
-$2,685.01 
VCRB Vanguard Core Bond ETF
-0.16%
-$4,987.2 
AAPL Apple Inc.
-0.15%
-$29,285.96 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.13%
-$3,686.83 
RPM RPM International Inc.
-0.13%
-$442 
T AT&T Inc.
-0.11%
-$857.55 
TFC Truist Financial Corporation
-0.1%
-$724.7 
CGHM Capital Group Municipal High-Income ETF
-0.1%
-$551.95 
DIS The Walt Disney Company
-0.09%
-$234.34 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.08%
-$1,695.98 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$7,243.72 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.07%
-$778.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$751.1 
FLBL Franklin Senior Loan ETF
-0.07%
-$681.95 
CGMU Capital Group Municipal Income ETF
-0.06%
-$1,417.34 
NEE NextEra Energy, Inc.
-0.04%
-$334.36 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$788.35 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$217.08 
CGSM Capital Group Short Duration Municipal Income ETF
-0.04%
-$265.53 
JMUB JPMorgan Municipal Bond ETF
-0.03%
-$96.31 
BNDX Vanguard Total International Bond ETF
-0.02%
-$4,434.06 Events
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Dividends
Dividend Analysis
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| Trades 1057 | Longs Won 543/1057 51% | Profit Factor 11.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $820,283.68 |
| Average Win $288,776.37 | Best Trade (Jul 22) $12.62M | Sharpe Ratio -9.2 |
| Average Loss -$26,580.49 | Worst Trade (Jul 24) -$988,928.74 | Z-Score -3.86 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $99,013.06 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Neil Christ?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $12.54M, Vanguard Mid-Cap ETF - $6.21M, Vanguard Dividend Appreciation ETF - $5.67M, Microsoft Corp - $4.14M, and Apple Inc - $4.13M. 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: Dominion Energy, Inc - $581,212.47, American Water Works Company, Inc - $546,216.85, Pfizer Inc - $496,255.11, NextEra Energy, Inc - $462,178.33, and Halozyme Therapeutics Inc - $247,650. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Neil Christ's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.09M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $1.86M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.82M, Vanguard Large-Cap Index Fund ETF Shares - $1.68M, Vanguard High Dividend Yield ETF - $1.64M, and Vanguard Value ETF - $1.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Neil Christ's monthly returns?
Neil Christ's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Neil Christ's strategy be considered aggressive or moderate?
Neil Christ's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Neil Christ's strategy?
Neil Christ's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
