Christine C. Devocelle Portfolio
Invests via University of Illinois Foundation | Managed by Travis Shore
Invests via University of Illinois Foundation
Managed by Travis Shore
Automatically Tracked
Christine C. Devocelle Profile
Veteran private markets executive and board director, Christine C. Devocelle focuses on capital formation, portfolio construction and corporate governance across growth and middle‑market investments. Combines prior investment banking and asset management experience with deal sourcing, fundraising and operational oversight. Often cited for strategic governance, risk management and cross-border transaction expertise relevant to LPs, GPs and corporate acquirers.
Veteran private markets executive and board director, Christine C. Devocelle focuses on capital formation, portfolio construction and corporate governance across growth and middle‑market investments. Combines prior investment banking and asset management experience with deal sourcing, fundraising and operational oversight. Often cited for strategic governance, risk management and cross-border transaction expertise relevant to LPs, GPs and corporate acquirers.
Investment Philosophy & Strategy
Adopts a disciplined private‑markets approach emphasizing capital formation, selective underwriting and portfolio construction to drive long‑term value in growth and middle‑market companies. Prioritizes alignment between LPs, GPs and management through active governance, risk management and board‑level oversight. Capital allocation favors scalable, cross‑border opportunities where operational improvements and strategic M&A can accelerate scale. Time horizon is multi‑year with conservative downside protection, selective concentration and pragmatic exit readiness.
Adopts a disciplined private‑markets approach emphasizing capital formation, selective underwriting and portfolio construction to drive long‑term value in growth and middle‑market companies. Prioritizes alignment between LPs, GPs and management through active governance, risk management and board‑level oversight. Capital allocation favors scalable, cross‑border opportunities where operational improvements and strategic M&A can accelerate scale. Time horizon is multi‑year with conservative downside protection, selective concentration and pragmatic exit readiness.
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:
42.65%
Gain -1.02%
Monthly
1.07%
Yearly
13.57%
Drawdown
16.47%
$505.38M
Equity
Holdings
$505.38M
Investment
$476.75M
$100.3M
Profit -$4.37M
Realized
$71.67M
Unrealized
$28.63M
Dividends
$16.13M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$4.37M
Win %
62%
This Week
Compared To Last Week
Gain
-2.16%
Profit
-$11.15M
Win %
62%
This Month
Compared to last month
Gain
-0.04%
Profit
-$197,706.71
Win %
62%
This Year
Compared to last year
Gain
-0.03%
Profit
-$530,377.59
Win %
62%
XLE Energy Select Sector SPDR Fund
+2.26%
+$361,808.02 
HWM Howmet Aerospace Inc.
+0.86%
+$548.1 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$78,794.1 
VNQ Vanguard Real Estate ETF
+0.16%
+$23,088.35 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$33,454.94 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$10,063.27 
XLF Financial Select Sector SPDR Fund
+0.07%
+$3,720 
AAPL Apple Inc.
+0.07%
+$17,868.96 
KRE SPDR S&P Regional Banking ETF
+0.04%
+$6,833.4 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$2,175 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-3.95%
-$193,683.77 
EWY iShares MSCI South Korea ETF
-3.09%
-$313,027.47 
TSLA Tesla, Inc.
-2.9%
-$118,226.99 
SMH VanEck Semiconductor ETF
-2.84%
-$634,492.55 
MTUM iShares MSCI USA Momentum Factor ETF
-2.51%
-$220,525.49 
GOOGL Alphabet Inc
-2.49%
-$873,953.3 
AMZN Amazon.com Inc
-1.96%
-$617,186.91 
IWM iShares Russell 2000 ETF
-1.65%
-$227,362.85 
NU Nu Holdings Ltd.
-1.46%
-$281,833.83 
NVDA NVIDIA Corporation
-1.27%
-$652,740 
IBIT iShares Bitcoin Trust
-1.18%
-$10,615 
XHB SPDR S&P Homebuilders ETF
-1.18%
-$97,228.12 
EWJ iShares MSCI Japan ETF
-0.7%
-$148,205.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$322,156.86 
XLV Health Care Select Sector SPDR Fund
-0.35%
-$151,850.4 
GLD SPDR Gold Shares
-0.23%
-$15,161.15 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$21,959.73 
BNDX Vanguard Total International Bond ETF
-0.17%
-$3,900 Events
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Dividends
Dividend Analysis
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| Trades 107 | Longs Won 65/107 60% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.32M |
| Average Win $1.96M | Best Trade (Mar 31) $23.02M | Sharpe Ratio -15.56 |
| Average Loss -$650,880.83 | Worst Trade (Mar 31) -$3.29M | Z-Score 0.5 (38.55%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy $937,358.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 776 | 699 | 621 | 543 | 466 | 388 | 311 | 233 | 155 | 78 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 74,454 | $19.47M | $25.48M | - | $6.01M | 30.86% | +0.07% |
| AMZN Amazon.com Inc | 123,685 | $28.26M | $30.89M | - | $2.63M | 9.31% | -1.959% |
| AVGO Broadcom Inc. | 14,231 | $4.4M | $4.71M | - | $301,839.32 | 6.85% | -3.953% |
| BND Vanguard Total Bond Market Index Fund | 217,500 | $15.97M | $15.4M | - | -$563,325 | -3.53% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 48,750 | $2.34M | $2.3M | - | -$44,850.5 | -1.91% | -0.169% |
| EWJ iShares MSCI Japan ETF | 222,865 | $20.79M | $21.12M | - | $333,182.72 | 1.6% | -0.697% |
| EWY iShares MSCI South Korea ETF | 64,809 | $7.97M | $9.81M | - | $1.84M | 23.07% | -3.092% |
| GLD SPDR Gold Shares | 17,035 | $7.33M | $6.5M | - | -$825,686.56 | -11.26% | -0.233% |
| GOOGL Alphabet Inc | 100,570 | $32.03M | $34.25M | - | $2.21M | 6.91% | -2.488% |
| HWM Howmet Aerospace Inc. | 290 | $66,833.4 | $64,261.1 | - | -$2,572.3 | -3.85% | +0.86% |
| IBIT iShares Bitcoin Trust | 19,300 | $681,483 | $888,572 | - | $207,089 | 30.39% | -1.181% |
| IWM iShares Russell 2000 ETF | 49,970 | $15.01M | $13.52M | - | -$1.5M | -9.96% | -1.654% |
| KRE SPDR S&P Regional Banking ETF | 227,780 | $17.05M | $15.89M | - | -$1.15M | -6.77% | +0.043% |
| MTUM iShares MSCI USA Momentum Factor ETF | 29,170 | $10M | $8.58M | - | -$1.42M | -14.25% | -2.507% |
| NU Nu Holdings Ltd. | 1.31M | $19.21M | $19.03M | - | -$185,492.85 | -0.97% | -1.46% |
| NVDA NVIDIA Corporation | 236,500 | $43.63M | $50.72M | - | $7.1M | 16.27% | -1.271% |
| RSP Invesco S&P 500 Equal Weight ETF | 233,447 | $44.8M | $49.87M | - | $5.07M | 11.31% | -0.642% |
| SMH VanEck Semiconductor ETF | 40,031 | $15.21M | $21.74M | - | $6.52M | 42.88% | -2.836% |
| TLT iShares 20+ Year Treasury Bond ETF | 143,761 | $12.43M | $11.51M | - | -$922,217.48 | -7.42% | +0.088% |
| TSLA Tesla, Inc. | 11,249 | $4.18M | $3.96M | - | -$222,955.43 | -5.33% | -2.9% |
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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 Christine C. Devocelle?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $62.3M, VanEck Semiconductor ETF - $14.45M, KraneShares CSI China Internet ETF - $11.17M, SPDR S&P Telecom ETF - $2.6M, and Vanguard Total World Stock ETF - $1.31M. 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: Energy Select Sector SPDR Fund - $2.62M, SPDR Gold Shares - $2.21M, Shift4 Payments, Inc - $1.67M, Health Care Select Sector SPDR Fund - $1.08M, and Utilities Select Sector SPDR Fund - $636,087.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christine C. Devocelle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.13M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $4.72M, iShares 20+ Year Treasury Bond ETF - $3.67M, KraneShares CSI China Internet ETF - $3.29M, iShares Russell 2000 ETF - $510,699.67, and iShares 3-7 Year Treasury Bond ETF - $447,674.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christine C. Devocelle's monthly returns?
Christine C. Devocelle's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Christine C. Devocelle's strategy be considered aggressive or moderate?
Christine C. Devocelle's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Christine C. Devocelle's strategy?
Christine C. Devocelle's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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