Christi Annin Portfolio
Invests via SWF LLC | Managed by Christi Annin
Invests via SWF LLC
Managed by Christi Annin
Automatically Tracked
Senior executive and investor with operational and finance experience across technology and consumer sectors, Christi Annin is known for scaling growth-stage businesses and advising boards on strategy, M&A and capital raising. Background includes leadership roles in product, go-to-market and corporate development, with a focus on revenue expansion, unit economics and integration execution. Active angel/seed investor and board director, engages with venture and private-equity investors on exits and strategic partnerships.
Senior executive and investor with operational and finance experience across technology and consumer sectors, Christi Annin is known for scaling growth-stage businesses and advising boards on strategy, M&A and capital raising. Background includes leadership roles in product, go-to-market and corporate development, with a focus on revenue expansion, unit economics and integration execution. Active angel/seed investor and board director, engages with venture and private-equity investors on exits and strategic partnerships.
Investment Philosophy & Strategy
Combines hands-on operating experience with a venture mindset, targeting seed to growth-stage technology and consumer businesses where active board engagement drives value. Prioritizes investments with clear revenue expansion pathways, defensible unit economics, and repeatable go-to-market motions; favors capital deployments that accelerate product-market fit, customer acquisition, and strategic M&A tuck-ins. Employs rigorous operational underwriting—focusing on integration plans, margin improvement, and KPI-driven milestones—with a medium-term growth-to-exit horizon and disciplined allocation to opportunities where she can materially influence outcomes.
Combines hands-on operating experience with a venture mindset, targeting seed to growth-stage technology and consumer businesses where active board engagement drives value. Prioritizes investments with clear revenue expansion pathways, defensible unit economics, and repeatable go-to-market motions; favors capital deployments that accelerate product-market fit, customer acquisition, and strategic M&A tuck-ins. Employs rigorous operational underwriting—focusing on integration plans, margin improvement, and KPI-driven milestones—with a medium-term growth-to-exit horizon and disciplined allocation to opportunities where she can materially influence outcomes.
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:
50.16%
Gain +0.69%
Monthly
1.08%
Yearly
13.7%
Drawdown
23.44%
$1.52B
Equity
Holdings
$1.52B
Investment
$1.2B
$461.56M
Profit +$6.67M
Realized
$143.28M
Unrealized
$318.28M
Dividends
$15.57M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$6.67M
Win %
83%
This Week
Compared To Last Week
Gain
1.02%
Profit
$15.38M
Win %
83%
This Month
Compared to last month
Gain
2.14%
Profit
$31.81M
Win %
83%
This Year
Compared to last year
Gain
1.81%
Profit
$27.07M
Win %
79%
VOO Vanguard S&P 500 ETF
+0.61%
+$4.41M 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$505,568.18 
IJH iShares Core S&P Mid-Cap ETF
+0.58%
+$875,087.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.58%
+$415,595.4 
NVDA NVIDIA Corporation
+0.44%
+$1,551.92 
DFAI Dimensional International Core Equity Market ETF
+0.37%
+$3,155.49 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$125,588.5 
IXUS iShares Core International Stock ETF
+0.13%
+$51,553.2 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$353,375.66 Events
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Dividends
Dividend Analysis
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| Trades 53 | Longs Won 42/53 79% | Profit Factor 42.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $21.35M |
| Average Win $11.25M | Best Trade (Sep 18) $122.05M | Sharpe Ratio -12.3 |
| Average Loss -$1.01M | Worst Trade (Mar 31) -$4.38M | Z-Score 5.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w | Expectancy $8.71M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.23% |
| Consecutive Losing Trades | 1,513 | 1,362 | 1,210 | 1,059 | 908 | 756 | 605 | 454 | 303 | 151 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 752 | $191,458.36 | $250,310.72 | - | $58,852.36 | 30.74% | -0.009% |
| BRK-A Berkshire Hathaway Inc. | 50 | $27.13M | $37.94M | - | $10.81M | 39.85% | +0.332% |
| BRK-B Berkshire Hathaway Inc. | 584,092 | $182.16M | $294.89M | - | $112.72M | 61.88% | +0.12% |
 CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund | 6,993 | $225,664 | $223,461.31 | - | -$2,202.69 | -0.98% | -1.221% |
| DFAI Dimensional International Core Equity Market ETF | 20,358 | $733,172.02 | $848,623.23 | - | $115,451.21 | 15.75% | +0.373% |
 GOOG Alphabet Inc | 670 | $236,731 | $230,198.6 | - | -$6,532.4 | -2.76% | -0.073% |
 IEMG iShares Core MSCI Emerging Markets ETF | 319,456 | $26.46M | $26.63M | - | $170,908.99 | 0.65% | -0.245% |
| IJH iShares Core S&P Mid-Cap ETF | 2.04M | $127.09M | $150.82M | - | $23.73M | 18.67% | +0.584% |
 IJR iShares Core S&P Small-Cap ETF | 630,311 | $69.37M | $87.62M | - | $18.25M | 26.31% | -0.007% |
| IXUS iShares Core International Stock ETF | 412,419 | $39.36M | $39.69M | - | $323,749.28 | 0.82% | +0.13% |
| NVDA NVIDIA Corporation | 1,471 | $273,240.69 | $352,973.8 | - | $79,733.11 | 29.18% | +0.442% |
| QQQ Invesco QQQ Trust, Series 1 | 114,124 | $68.32M | $86.81M | - | $18.48M | 27.05% | +0.586% |
| VOO Vanguard S&P 500 ETF | 1.01M | $591.91M | $723.05M | - | $131.14M | 22.16% | +0.613% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 188,907 | $69.9M | $72.31M | - | $2.41M | 3.45% | +0.578% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Christi Annin?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $150.61M, Vanguard S&P 500 ETF - $7.05M, iShares Core S&P Mid-Cap ETF - $2.16M, Plains All American Pipeline, L.P - $1.53M, and iShares Core S&P Small-Cap ETF - $1.32M. 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: U.S. Bancorp - $4.27M, Microsoft Corp - $13,915.04, and SPDR SSGA Multi-Asset Real Return ETF - $7,770.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christi Annin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.57M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $7.05M, U.S. Bancorp - $4.16M, iShares Core S&P Mid-Cap ETF - $2.16M, iShares Core S&P Small-Cap ETF - $1.32M, and Plains All American Pipeline, L.P - $416,088. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christi Annin's monthly returns?
Christi Annin's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Christi Annin's strategy be considered aggressive or moderate?
Christi Annin's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Christi Annin's strategy?
Christi Annin's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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