Robin Gould Portfolio
Invests via Christensen, King & Associates Investment Services, Inc. | Managed by Robert Arpke McBride, Caryle Eileen Brown, Robin Renee Gould, Teresa Ann Garcia, Scott Marsh Brunson, Joseph William Crowther, Joseph Michael Reid
Invests via Christensen, King & Associates Investment Services, Inc.
Managed by Robert Arpke McBride, Caryle Eileen Brown, Robin Renee Gould, Teresa Ann Garcia, Scott Marsh Brunson, Joseph William Crowther, Joseph Michael Reid
Automatically Tracked
Robin Gould Profile
Operating and investment executive focused on growth-stage technology and healthcare opportunities, Robin Gould combines operating leadership with private equity and venture experience across product, commercial strategy and M&A. Known for scaling teams, driving go-to-market expansion and executing strategic exits, she works with boards and management on capital raises, operational transformation and portfolio value creation. Fluent in cross-border transactions and C-suite advisory.
Operating and investment executive focused on growth-stage technology and healthcare opportunities, Robin Gould combines operating leadership with private equity and venture experience across product, commercial strategy and M&A. Known for scaling teams, driving go-to-market expansion and executing strategic exits, she works with boards and management on capital raises, operational transformation and portfolio value creation. Fluent in cross-border transactions and C-suite advisory.
Investment Philosophy & Strategy
Grows venture and growth-stage tech and healthcare businesses through hands-on operational investing, prioritizing companies with product-market fit and scalable go-to-market motion. Capital allocation favors follow-on support and structured growth rounds tied to performance milestones. Emphasizes operator-led value creation, rigorous commercial KPIs, cross-border M&A optionality and board-level governance to accelerate exits over a medium-term horizon while preserving downside through active portfolio oversight.
Grows venture and growth-stage tech and healthcare businesses through hands-on operational investing, prioritizing companies with product-market fit and scalable go-to-market motion. Capital allocation favors follow-on support and structured growth rounds tied to performance milestones. Emphasizes operator-led value creation, rigorous commercial KPIs, cross-border M&A optionality and board-level governance to accelerate exits over a medium-term horizon while preserving downside through active portfolio oversight.
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:
39.75%
Gain -0.57%
Monthly
1.05%
Yearly
13.36%
Drawdown
14.78%
$253.91M
Equity
Holdings
$253.91M
Investment
$187.18M
$73.17M
Profit -$1.44M
Realized
$6.44M
Unrealized
$66.74M
Dividends
$10.53M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.44M
Win %
64%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.82M
Win %
64%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.44M
Win %
64%
This Year
Compared to last year
Gain
-0.12%
Profit
-$140,100.36
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$153,231.72 
GOOGL Alphabet Inc
+6.73%
+$27,862.8 
MSFT Microsoft Corp.
+3.02%
+$47,601.87 
NVDA NVIDIA Corporation
+2.93%
+$76,160.07 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$13,477.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,637.76 
AMAT Applied Materials, Inc.
+1.18%
+$4,029.71 
IOO iShares Global 100 ETF
+1.15%
+$53,538.94 
ITW Illinois Tool Works Inc.
+1.15%
+$3,415.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$159,132.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,063.04 
IYE iShares U.S. Energy ETF
+0.93%
+$2,505.02 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$38,919.13 
IBM International Business Machines Corporation
+0.86%
+$1,839.31 
MCD McDonald's Corporation
+0.82%
+$2,134.01 
TSLA Tesla, Inc.
+0.76%
+$1,524.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,505.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$46,296.74 
CAT Caterpillar Inc.
+0.7%
+$1,984.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,702.72 
XT iShares Future Exponential Technologies ETF
+0.67%
+$3,726.42 
PLTR Palantir Technologies Inc.
+0.65%
+$3,969.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$18,625.8 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$217,081.46 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$101,176.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$20,513.56 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,405.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,563.08 
VT Vanguard Total World Stock ETF
+0.26%
+$2,171.77 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$1,787.54 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$29,094.12 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$411.03 
WMT Walmart Inc.
+0.09%
+$199 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,022.37 
ABT Abbott Laboratories
+0.09%
+$238.23 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$49.98 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$139.31 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$83.7 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$289,581.2 
OTLK Outlook Therapeutics Inc.
-6.06%
-$1,784.6 
MU Micron Technology, Inc.
-5.9%
-$15,437.35 
ABBV AbbVie Inc.
-2.51%
-$13,425.25 
WSM Williams-Sonoma, Inc.
-2%
-$5,531.43 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,005.79 
GLD SPDR Gold Shares
-1.49%
-$18,939.37 
IAU iShares Gold Trust
-1.46%
-$5,886.17 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,598.96 
INTC Intel Corporation
-1.02%
-$1,652.61 
XOM Exxon Mobil Corporation
-0.97%
-$4,791.96 
VHT Vanguard Health Care ETF
-0.76%
-$8,760.92 
GME Gamestop Corp.
-0.73%
-$5,387.68 
VPU Vanguard Utilities ETF
-0.71%
-$5,676.64 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$2,292.29 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,453.28 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,553.16 
EWC iShares MSCI Canada ETF
-0.67%
-$1,770.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$11,134.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,827 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,353 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,702.35 
SCHF Schwab International Equity ETF
-0.58%
-$77,023.52 
LLY Eli Lilly and Company
-0.53%
-$6,834.95 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3,585.36 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$8,369.6 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$4,210.3 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$52,817.18 
VGT Vanguard Information Technology ETF
-0.38%
-$1,530.37 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,221.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$38,081.12 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,417.63 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$9,954.62 
VTV Vanguard Value ETF
-0.27%
-$1,221.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$24,642.54 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,897.5 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$31,132.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,226.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$583.3 
COST Costco Wholesale Corporation
-0.24%
-$1,114.91 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,140.04 
VB Vanguard Small-Cap ETF
-0.22%
-$1,198.52 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$845.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,632.59 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$2,093.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$586.08 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$10,905.1 
ISCB iShares Morningstar Small-Cap ETF
-0.19%
-$668.78 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$1,116.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$445.44 
IXUS iShares Core International Stock ETF
-0.15%
-$337.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,317.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$5,919.2 
IDV iShares International Select Dividend ETF
-0.14%
-$358.92 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$4,528.05 
MUB iShares National Muni Bond ETF
-0.11%
-$386.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,390.4 
TIP iShares TIPS Bond ETF
-0.1%
-$910.69 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$360.4 
PGX Invesco Preferred ETF
-0.09%
-$530.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$137.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,097.55 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$273.05 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$121.44 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,783.48 
V Visa Inc. Class A
-0.04%
-$115.35 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$192.76 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$414.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$290.86 Events
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Dividends
Dividend Analysis
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| Trades 940 | Longs Won 682/940 72% | Profit Factor 38.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $585,636.21 |
| Average Win $110,136.22 | Best Trade (Aug 14) $13.24M | Sharpe Ratio -9.54 |
| Average Loss -$7,523.23 | Worst Trade (Sep 01) -$326,089.4 | Z-Score 5.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $77,842.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,810 | $2.35M | $3.65M | - | $1.3M | 55.13% | -7.354% |
| ABBV AbbVie Inc. | 2,075 | $359,526.52 | $520,700.5 | - | $161,173.98 | 44.83% | -2.513% |
| ABT Abbott Laboratories | 2,647 | $291,985.6 | $279,787.9 | - | -$12,197.7 | -4.18% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,905 | $2.47M | $2.42M | - | -$41,339.01 | -1.68% | -0.256% |
| AMAT Applied Materials, Inc. | 683 | $233,528 | $346,738.62 | - | $113,210.62 | 48.48% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,624 | $232,435 | $773,267.58 | - | $540,832.58 | 232.68% | -1.904% |
| AMZN Amazon.com Inc | 4,247 | $702,527.46 | $1.15M | - | $450,872.76 | 64.18% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 19,276 | $554,755.44 | $557,461.92 | - | $2,706.48 | 0.49% | -0.035% |
| BND Vanguard Total Bond Market Index Fund | 15,250 | $1.12M | $1.1M | - | -$22,999.75 | -2.05% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 10,364 | $509,787.58 | $495,088.28 | - | -$14,699.3 | -2.88% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 1,378 | $590,005.34 | $704,902.12 | - | $114,896.78 | 19.47% | +0.365% |
| CAT Caterpillar Inc. | 350 | $200,505 | $285,183.5 | - | $84,678.5 | 42.23% | +0.701% |
| COST Costco Wholesale Corporation | 489 | $331,186.3 | $465,474.21 | - | $134,287.91 | 40.55% | -0.239% |
| EFA iShares MSCI EAFE ETF | 2,050 | $212,967 | $216,439 | - | $3,472 | 1.63% | -0.621% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 2,548 | $199,329.41 | $236,811.12 | - | $37,481.71 | 18.8% | -1.086% |
| EWC iShares MSCI Canada ETF | 4,426 | $162,347.77 | $262,860.14 | - | $100,512.37 | 61.91% | -0.669% |
| FXH First Trust Health Care AlphaDEX Fund | 2,547 | $263,840.21 | $323,672.77 | - | $59,832.56 | 22.68% | -0.703% |
| GLD SPDR Gold Shares | 3,370 | $647,259.32 | $1.25M | - | $604,830.51 | 93.44% | -1.49% |
| GME Gamestop Corp. | 33,673 | $637,978.5 | $731,377.56 | - | $93,399.06 | 14.64% | -0.731% |
| GOOGL Alphabet Inc | 1,240 | $181,511.71 | $441,601.2 | - | $260,089.49 | 143.29% | +6.734% |
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FAQ
Which stocks have generated the highest profits for Robin Gould?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Information Technology ETF - $1.57M, Schwab U.S. Dividend Equity ETF - $1.34M, Schwab U.S. Large-Cap ETF - $1.31M, Schwab U.S. Aggregate Bond ETF - $1.07M, and Schwab International Equity ETF - $943,259.42. 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: Chevron Corporation - $17,698.13, Williams-Sonoma, Inc - $15,314.45, The Home Depot, Inc - $13,070.58, Outlook Therapeutics Inc - $11,615.5, and Vanguard FTSE Emerging Markets ETF - $9,612.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robin Gould's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.53M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.09M, Schwab U.S. Aggregate Bond ETF - $1.07M, Schwab International Equity ETF - $746,302.83, Schwab U.S. Large-Cap ETF - $656,973.2, and Schwab Intermediate-Term U.S. Treasury ETF - $434,519.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robin Gould's monthly returns?
Robin Gould's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robin Gould's strategy be considered aggressive or moderate?
Robin Gould'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 Robin Gould's strategy?
Robin Gould'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.
