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:
109.69%
Gain -0.21%
Monthly
1.49%
Yearly
19.43%
Drawdown
27.13%
$387.85M
Equity
Holdings
$387.85M
Investment
$259.91M
$135.49M
Profit -$331,854.58
Realized
$7.55M
Unrealized
$127.94M
Dividends
$17.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$331,854.58
Win %
83%
This Week
Compared To Last Week
Gain
0.59%
Profit
$2.29M
Win %
83%
This Month
Compared to last month
Gain
0.21%
Profit
$797,199.32
Win %
83%
This Year
Compared to last year
Gain
12.03%
Profit
$41.66M
Win %
84%
AMD Advanced Micro Devices, Inc.
+3.58%
+$49,778.41 
MU Micron Technology, Inc.
+2.8%
+$37,081.06 
AVGO Broadcom Inc.
+2.24%
+$11,419.37 
SHOP Shopify Inc.
+1.97%
+$5,994.81 
MSFT Microsoft Corp.
+1.71%
+$37,919.61 
BITB Bitwise Bitcoin ETF
+1.64%
+$20,058.87 
EZBC Franklin Bitcoin ETF
+1.62%
+$44,181 
IBIT iShares Bitcoin Trust
+1.61%
+$11,687.13 
GOOG Alphabet Inc
+1.53%
+$33,654.78 
GOOGL Alphabet Inc
+1.46%
+$26,972.4 
PSX Phillips 66
+1.42%
+$4,468.8 
COP ConocoPhillips
+1.29%
+$4,315.68 
CVX Chevron Corporation
+1.19%
+$7,400.38 
XOM Exxon Mobil Corporation
+0.9%
+$10,370.01 
ABT Abbott Laboratories
+0.89%
+$3,272.4 
INTU Intuit Inc.
+0.79%
+$2,867.42 
AMZN Amazon.com Inc
+0.77%
+$34,603.47 
TXN Texas Instruments Inc
+0.65%
+$3,342.93 
V Visa Inc. Class A
+0.64%
+$5,026.55 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$14,729.7 
MA Mastercard Incorporated
+0.53%
+$1,529.7 
MDT Medtronic plc
+0.52%
+$8,106.79 
FSCO FS Credit Opportunities Corp.
+0.51%
+$529.87 
LCID Lucid Group, Inc.
+0.48%
+$351.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$23,181.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$11,245.5 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$29,510.85 
QQQM Invesco NASDAQ 100 ETF
+0.41%
+$38,989.06 
META Meta Platforms Inc Class A
+0.35%
+$11,230.77 
ETN Eaton Corporation plc
+0.31%
+$725.4 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$15,867.36 
IWP iShares Russell Mid-Cap Growth ETF
+0.28%
+$18,507.06 
NVDA NVIDIA Corporation
+0.26%
+$13,954.1 
VONG Vanguard Russell 1000 Growth Fund
+0.26%
+$39,781.35 
VUG Vanguard Growth ETF
+0.22%
+$1,789.8 
MAR Marriott International Inc. - Class A
+0.19%
+$815.08 
AVEM Avantis Emerging Markets Equity ETF
+0.19%
+$2,093.55 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$1,402.38 
DFAE Dimensional Emerging Core Equity Market ETF
+0.12%
+$6,460.92 
EQIX Equinix, Inc.
+0.05%
+$502 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$631.36 
SPEM SPDR Portfolio Emerging Markets ETF
+0.04%
+$86.78 
KVUE Kenvue Inc.
+0.03%
+$50.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$44.71 
UPS United Parcel Service, Inc.
-4.12%
-$15,335.7 
ARKG ARK Genomic Revolution ETF
-3.3%
-$13,973.19 
TSLA Tesla, Inc.
-2.52%
-$92,980.54 
AAPL Apple Inc.
-2.09%
-$308,201.46 
DE Deere & Company
-2.05%
-$7,643.99 
LLY Eli Lilly and Company
-2.04%
-$14,994.74 
NFLX Netflix, Inc.
-1.99%
-$11,782 
LTRYW Lottery.com Inc Warrants
-1.92%
-$7.69 
CAT Caterpillar Inc.
-1.9%
-$6,822.12 
CBRE CBRE Group Inc.
-1.72%
-$11,836.58 
PEP PepsiCo, Inc.
-1.68%
-$4,710.2 
WMT Walmart Inc.
-1.66%
-$7,947.7 
NSC Norfolk Southern Corporation
-1.5%
-$5,896.94 
JNJ Johnson & Johnson
-1.43%
-$71,110.65 
SRE Sempra
-1.43%
-$6,521.09 
DIS The Walt Disney Company
-1.35%
-$7,502.07 
XBI SPDR S&P Biotech ETF
-1.16%
-$3,188.01 
BCAL California BanCorp
-1.13%
-$8,431.92 
IBB iShares Biotechnology ETF
-1.05%
-$3,080.74 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.97%
-$14,931.28 
PG Procter & Gamble Co
-0.96%
-$120,518.78 
O Realty Income Corporation
-0.93%
-$3,431.86 
BAC Bank of America Corporation
-0.92%
-$12,288.75 
AXP American Express Company
-0.92%
-$2,720.65 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.88%
-$2,028.21 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.86%
-$18,399.53 
JPM JPMorgan Chase & Co.
-0.77%
-$8,661.87 
COST Costco Wholesale Corporation
-0.77%
-$10,101.41 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.72%
-$38,077.1 
DFAT Dimensional US Targeted Value ETF
-0.69%
-$81,524.24 
DFIV Dimensional International Value ETF
-0.68%
-$38,475 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$13,789.05 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$16,695.72 
SMMT Summit Therapeutics Inc.
-0.65%
-$1,798.47 
DFSV Dimensional US Small Cap Value ETF
-0.63%
-$24,447.75 
EFA iShares MSCI EAFE ETF
-0.61%
-$2,740.5 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$23,007.53 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$17,217.15 
IVLU iShares MSCI International Value Factor ETF
-0.56%
-$19,144.04 
DFIS Dimensional International Small Cap ETF
-0.55%
-$16,086.33 
UBER Uber Technologies, Inc.
-0.55%
-$4,182.95 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$20,911.67 
DOL WisdomTree International LargeCap Dividend Fund
-0.53%
-$2,378.2 
DFIC Dimensional International Core Equity Market ETF
-0.51%
-$1,684.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$1,243.21 
DUHP Dimensional US High Profitability ETF
-0.5%
-$52,576.35 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.46%
-$1,468.32 
IWN iShares Russell 2000 Value ETF
-0.45%
-$12,704.67 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$23,096.71 
IWD iShares Russell 1000 Value ETF
-0.41%
-$3,188.52 
VXF Vanguard Extended Market ETF
-0.41%
-$1,098.17 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.4%
-$9,708.93 
VTWV Vanguard Russell 2000 Value Index Fund
-0.37%
-$1,057.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.36%
-$144,511.64 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$1,436.54 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$1,404.6 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.28%
-$1,216.32 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$1,135.63 
DFLV Dimensional US Large Cap Value ETF
-0.26%
-$23,867.13 
VTWG Vanguard Russell 2000 Growth ETF
-0.26%
-$3,009.43 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.25%
-$2,321.61 
IWO iShares Russell 2000 Growth ETF
-0.23%
-$11,864.3 
GLD SPDR Gold Shares
-0.21%
-$816.86 
IAU iShares Gold Trust
-0.2%
-$449.35 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$156,912.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.18%
-$4,669.4 
AVUS Avantis U.S. Equity ETF
-0.13%
-$339.15 
DFUS Dimensional U.S. Equity Market ETF
-0.08%
-$573.3 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$273.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$263.93 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$308.7 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$148.03 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,371.99 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$688.14 Events
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Dividends
Dividend Analysis
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| Trades 1383 | Longs Won 1037/1383 74% | Profit Factor 13.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $826,148.05 |
| Average Win $140,921.94 | Best Trade (Jul 22) $26.53M | Sharpe Ratio -11.78 |
| Average Loss -$30,760.43 | Worst Trade (Jun 29) -$1.44M | Z-Score 19.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 5d | Expectancy $97,970.32 |
| 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 | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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Returns
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FAQ
Which stocks have generated the highest profits for Christopher Pelch?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $3.92M, Dimensional U.S. Core Equity 2 ETF - $3.79M, Dimensional US Small Cap Value ETF - $1.75M, Vanguard Russell 1000 Value Index Fund - $1.37M, and Vanguard Russell 1000 Growth Fund - $1.07M. 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: Fundamental Income Net Lease Real Estate ETF - $2.88M, Invesco QQQ Trust, Series 1 - $355,647.09, Invesco NASDAQ 100 ETF - $229,768.24, Walgreens Boots Alliance Inc - $187,093.14, and The Walt Disney Company - $180,445.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Pelch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.33M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $3.38M, Dimensional U.S. Core Equity 2 ETF - $2.57M, Procter & Gamble Co - $1.08M, Fundamental Income Net Lease Real Estate ETF - $965,364.97, and iShares MSCI EAFE Value ETF - $747,995.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Pelch's monthly returns?
Christopher Pelch'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 Christopher Pelch's strategy be considered aggressive or moderate?
Christopher Pelch'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 Christopher Pelch's strategy?
Christopher Pelch'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.
