CP
Christopher Pelch Portfolio
Invests via Vance Wealth LLC | Managed by Christopher R. Pelch, John M. Vance
Invests via Vance Wealth LLC
Managed by Christopher R. Pelch, John M. Vance
Automatically Tracked
Christopher Pelch Profile
Christopher Pelch has built a significant reputation as an entrepreneurial founder in the technology sector, demonstrating adeptness in identifying and harnessing emerging market opportunities. With a keen focus on innovation, he has successfully led multiple startups that leverage cutting-edge technologies to address evolving consumer needs. His extensive background includes pivotal roles where he played a key part in shaping corporate strategies that drive operational efficiency and growth. Recognized for his visionary leadership, Pelch's ventures have attracted substantial interest from investors looking to capitalize on tech-driven transformations.
Christopher Pelch has built a significant reputation as an entrepreneurial founder in the technology sector, demonstrating adeptness in identifying and harnessing emerging market opportunities. With a keen focus on innovation, he has successfully led multiple startups that leverage cutting-edge technologies to address evolving consumer needs. His extensive background includes pivotal roles where he played a key part in shaping corporate strategies that drive operational efficiency and growth. Recognized for his visionary leadership, Pelch's ventures have attracted substantial interest from investors looking to capitalize on tech-driven transformations.
Investment Philosophy & Strategy
Innovation remains at the forefront of Christopher Pelch's investment strategy, driven by a profound understanding of emerging technology landscapes. His focus lies in nurturing startups that challenge conventional paradigms and disrupt established markets. By leveraging his extensive experience as a founder, he seeks out opportunities where creativity meets practicality, often guiding teams to implement visionary solutions effectively. The goal is to foster scalable business models that not only meet current consumer demands but also anticipate future trends. Through meticulous evaluation of market dynamics, Pelch aligns resources with high-potential initiatives designed for sustained growth.
Innovation remains at the forefront of Christopher Pelch's investment strategy, driven by a profound understanding of emerging technology landscapes. His focus lies in nurturing startups that challenge conventional paradigms and disrupt established markets. By leveraging his extensive experience as a founder, he seeks out opportunities where creativity meets practicality, often guiding teams to implement visionary solutions effectively. The goal is to foster scalable business models that not only meet current consumer demands but also anticipate future trends. Through meticulous evaluation of market dynamics, Pelch aligns resources with high-potential initiatives designed for sustained growth.
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:
36.21%
Gain +1.64%
Monthly
0.6%
Yearly
7.44%
Drawdown
14.92%
$367.76M
Equity
Holdings
$367.76M
Investment
$243.45M
$130.74M
Profit +$7.43M
Realized
$6.43M
Unrealized
$124.31M
Dividends
$15.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.64%
Profit
$7.43M
Win %
84%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$4.76M
Win %
84%
This Month
Compared to last month
Gain
-1.35%
Profit
-$5.03M
Win %
84%
This Year
Compared to last year
Gain
9.24%
Profit
$31.12M
Win %
84%
LTRYW Lottery.com Inc Warrants
+15.31%
+$65.38 
MU Micron Technology, Inc.
+11.38%
+$175,078.87 
LCID Lucid Group, Inc.
+8.94%
+$4,200 
AMD Advanced Micro Devices, Inc.
+8.09%
+$57,832.98 
TXN Texas Instruments Inc
+5.51%
+$26,979.25 
UPS United Parcel Service, Inc.
+5.08%
+$15,235.5 
AMGN Amgen Inc.
+4.97%
+$11,363.44 
CAT Caterpillar Inc.
+4.73%
+$17,802.4 
TSLA Tesla, Inc.
+4.56%
+$160,805.33 
AVEM Avantis Emerging Markets Equity ETF
+4.53%
+$51,199.5 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$243,562.77 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$117,107.55 
DFAE Dimensional Emerging Core Equity Market ETF
+4.29%
+$163,639.2 
EFG iShares MSCI EAFE Growth ETF
+3.87%
+$97,202.43 
RTX RTX Corporation
+3.83%
+$8,629.2 
AVGO Broadcom Inc.
+3.69%
+$17,802.07 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$166,559.49 
VTWG Vanguard Russell 2000 Growth ETF
+3.46%
+$38,711.46 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$243,641.06 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$14,893.26 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.27%
+$1.33M 
GLD SPDR Gold Shares
+3.21%
+$12,413.18 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$298,587.19 
EFA iShares MSCI EAFE ETF
+3.14%
+$13,854.75 
IAU iShares Gold Trust
+3.13%
+$7,674.35 
XBI SPDR S&P Biotech ETF
+3.12%
+$7,188.65 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$86,770.76 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$51,731.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$26,606.86 
IVLU iShares MSCI International Value Factor ETF
+2.93%
+$103,688.1 
DOL WisdomTree International LargeCap Dividend Fund
+2.92%
+$13,062.6 
VXF Vanguard Extended Market ETF
+2.88%
+$7,562.01 
IBB iShares Biotechnology ETF
+2.79%
+$7,185.76 
MAR Marriott International Inc. - Class A
+2.73%
+$13,516.79 
BITB Bitwise Bitcoin ETF
+2.72%
+$47,387.85 
EZBC Franklin Bitcoin ETF
+2.71%
+$48,228.4 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$169,066.45 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$8,535.8 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$19,866.4 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$104,735.69 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.57%
+$11,301.64 
DFIS Dimensional International Small Cap ETF
+2.53%
+$53,432.04 
ARKG ARK Genomic Revolution ETF
+2.47%
+$8,607.06 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$5,944.8 
LLY Eli Lilly and Company
+2.37%
+$14,234.88 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$59,893.68 
DFIV Dimensional International Value ETF
+2.37%
+$90,906.04 
NVDA NVIDIA Corporation
+2.32%
+$101,781.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.32%
+$61,411.68 
IWN iShares Russell 2000 Value ETF
+2.29%
+$64,047.72 
VTWV Vanguard Russell 2000 Value Index Fund
+2.25%
+$10,111.85 
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$78,385.17 
SHOP Shopify Inc.
+2.06%
+$5,501.41 
AVUS Avantis U.S. Equity ETF
+2%
+$4,937.62 
IWD iShares Russell 1000 Value ETF
+1.98%
+$24,777.17 
DFUS Dimensional U.S. Equity Market ETF
+1.96%
+$13,355.9 
VONV Vanguard Russell 1000 Value Index Fund
+1.95%
+$106,550.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$39,137.05 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$8,276.16 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.93%
+$46,051.5 
DIS The Walt Disney Company
+1.92%
+$10,826.14 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.9%
+$4,629.48 
VUG Vanguard Growth ETF
+1.88%
+$13,527.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$1.52M 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$7,402.38 
DUHP Dimensional US High Profitability ETF
+1.79%
+$180,189.36 
AXP American Express Company
+1.74%
+$4,351.62 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$9,114.01 
DFLV Dimensional US Large Cap Value ETF
+1.68%
+$129,930.38 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$87,520 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$183,507.52 
VONG Vanguard Russell 1000 Growth Fund
+1.59%
+$227,442.32 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.56%
+$63,098.57 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$48,988.89 
JPM JPMorgan Chase & Co.
+1.43%
+$13,677.49 
DE Deere & Company
+1.42%
+$6,045.44 
AMZN Amazon.com Inc
+1.4%
+$50,166.8 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$3,936.58 
UBER Uber Technologies, Inc.
+1.25%
+$8,816.72 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.23%
+$3,709.44 
AAPL Apple Inc.
+1.19%
+$145,906.38 
PYPL PayPal Holdings Inc
+1.18%
+$3,118.08 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$32,434.38 
BAC Bank of America Corporation
+1.01%
+$7,181.9 
FSCO FS Credit Opportunities Corp.
+0.93%
+$953.77 
SMMT Summit Therapeutics Inc.
+0.65%
+$1,698.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$3,091.79 
SRE Sempra
+0.56%
+$2,575.51 
GOOG Alphabet Inc
+0.54%
+$12,123.84 
ABT Abbott Laboratories
+0.49%
+$1,593.68 
EQIX Equinix, Inc.
+0.47%
+$4,929.68 
NSC Norfolk Southern Corporation
+0.47%
+$1,782.06 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$862.98 
BCAL California BanCorp
+0.2%
+$1,405.32 
GOOGL Alphabet Inc
+0.16%
+$3,234.08 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$442.35 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,972 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.1%
+$3,303.1 
JNJ Johnson & Johnson
+0.09%
+$4,072.55 
MDT Medtronic plc
+0.05%
+$756.44 
COP ConocoPhillips
-3.69%
-$12,155.92 
INTU Intuit Inc.
-2.71%
-$8,508.5 
XOM Exxon Mobil Corporation
-2.61%
-$26,932.29 
CVX Chevron Corporation
-2.01%
-$12,319.5 
MSFT Microsoft Corp.
-1.85%
-$38,072.95 
CBRE CBRE Group Inc.
-1.63%
-$11,941.01 
V Visa Inc. Class A
-1.1%
-$4,467.79 
NFLX Netflix, Inc.
-0.96%
-$6,084.58 
COST Costco Wholesale Corporation
-0.74%
-$7,063.8 
META Meta Platforms Inc Class A
-0.55%
-$11,514.97 
MA Mastercard Incorporated
-0.46%
-$1,010.23 
PEP PepsiCo, Inc.
-0.42%
-$1,047.62 
PG Procter & Gamble Co
-0.41%
-$51,151.64 
WMT Walmart Inc.
-0.14%
-$714.35 
O Realty Income Corporation
-0.01%
-$28.13 
BRK-B Berkshire Hathaway Inc.
0%
-$85.53 Events
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Dividends
Dividend Analysis
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| Trades 1284 | Longs Won 959/1284 74% | Profit Factor 13.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $844,507.32 |
| Average Win $147,485.87 | Best Trade (Jun 11) $25.52M | Sharpe Ratio -10.09 |
| Average Loss -$32,923.8 | Worst Trade (Jun 29) -$1.44M | Z-Score 17.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 3d | Expectancy $101,821.43 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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