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:
39.3%
Gain +0.57%
Monthly
0.99%
Yearly
12.62%
Drawdown
14.78%
$253.07M
Equity
Holdings
$253.07M
Investment
$187.18M
$72.33M
Profit +$1.41M
Realized
$6.44M
Unrealized
$65.89M
Dividends
$11.37M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.41M
Win %
62%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$602,467.63
Win %
62%
This Month
Compared to last month
Gain
1.12%
Profit
$2.79M
Win %
62%
This Year
Compared to last year
Gain
-0.46%
Profit
-$983,285.98
Win %
65%
OTLK Outlook Therapeutics Inc.
+5.68%
+$756.33 
LLY Eli Lilly and Company
+4.48%
+$60,399.56 
GME Gamestop Corp.
+4%
+$36,535.21 
WSM Williams-Sonoma, Inc.
+3.65%
+$10,493.08 
V Visa Inc. Class A
+2.9%
+$9,360.64 
ABT Abbott Laboratories
+2.49%
+$6,749.85 
FXH First Trust Health Care AlphaDEX Fund
+2.45%
+$8,214.08 
IBM International Business Machines Corporation
+2.44%
+$5,363.91 
IYH iShares U.S. Healthcare ETF
+2.39%
+$8,944.25 
XLV Health Care Select Sector SPDR Fund
+2.3%
+$7,011.23 
VHT Vanguard Health Care ETF
+2.26%
+$27,312.48 
VCR Vanguard Consumer Discretionary ETF
+1.77%
+$8,619.61 
MCD McDonald's Corporation
+1.69%
+$3,909.1 
EWC iShares MSCI Canada ETF
+1.64%
+$4,293.22 
WMT Walmart Inc.
+1.64%
+$3,781 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.51%
+$3,554.46 
SCHA Schwab U.S. Small-Cap ETF
+1.39%
+$180,797.27 
IAU iShares Gold Trust
+1.39%
+$5,573.63 
TLT iShares 20+ Year Treasury Bond ETF
+1.36%
+$21,763.37 
GLD SPDR Gold Shares
+1.35%
+$17,170.18 
MSFT Microsoft Corp.
+1.34%
+$25,059.15 
VB Vanguard Small-Cap ETF
+1.33%
+$6,848.14 
SCHM Schwab U.S. Mid-Cap ETF
+1.29%
+$152,201.28 
IJS iShares S&P Small-Cap 600 Value ETF
+1.24%
+$13,545.21 
SCHD Schwab U.S. Dividend Equity ETF
+1.19%
+$194,300.23 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.13%
+$2,425.3 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$15,654.17 
IWR iShares Russell Mid-Cap ETF
+1.09%
+$5,419.01 
ABBV AbbVie Inc.
+1.07%
+$6,235.37 
IJT iShares S&P Small-Cap 600 Growth ETF
+1%
+$8,997.81 
PGX Invesco Preferred ETF
+0.95%
+$5,042.12 
VIG Vanguard Dividend Appreciation ETF
+0.95%
+$15,869.57 
MU Micron Technology, Inc.
+0.93%
+$2,547.48 
IJH iShares Core S&P Mid-Cap ETF
+0.9%
+$11,297 
ITW Illinois Tool Works Inc.
+0.86%
+$2,443.57 
IWD iShares Russell 1000 Value ETF
+0.83%
+$2,658.6 
SCHH Schwab U.S. REIT ETF
+0.81%
+$5,378.04 
EFA iShares MSCI EAFE ETF
+0.81%
+$1,701.5 
VTV Vanguard Value ETF
+0.78%
+$3,560.4 
MUB iShares National Muni Bond ETF
+0.77%
+$2,527.7 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.77%
+$3,222.45 
VDC VANGUARD CONSUMER STAPLES ETF
+0.76%
+$7,950.23 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.76%
+$2,157.6 
IUSV iShares Core S&P U.S. Value ETF
+0.75%
+$2,858.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.74%
+$1,390.13 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$2,522.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$64,344.41 
IEF iShares 7-10 Year Treasury Bond ETF
+0.67%
+$23,163.63 
PFF iShares Preferred and Income Securities ETF
+0.67%
+$2,671.7 
IEFA iShares Core MSCI EAFE ETF
+0.67%
+$1,870.5 
IDV iShares International Select Dividend ETF
+0.59%
+$1,495.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.59%
+$8,883.98 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.58%
+$3,490.12 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.56%
+$68,002 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$13,199.65 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$5,947.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.48%
+$25,081.73 
VYM Vanguard High Dividend Yield ETF
+0.48%
+$5,591.74 
SCHP Schwab U.S. TIPS ETF
+0.46%
+$17,357.53 
SCHB Schwab U.S. Broad Market ETF
+0.44%
+$77,370.02 
AMZN Amazon.com Inc
+0.43%
+$4,629.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$17,024.14 
XT iShares Future Exponential Technologies ETF
+0.42%
+$2,479.13 
TIP iShares TIPS Bond ETF
+0.41%
+$3,559.97 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.38%
+$3,104.64 
IEI iShares 3-7 Year Treasury Bond ETF
+0.38%
+$15,911.55 
SCHF Schwab International Equity ETF
+0.37%
+$48,139.7 
SCHX Schwab U.S. Large-Cap ETF
+0.35%
+$119,966.07 
VT Vanguard Total World Stock ETF
+0.33%
+$2,727.95 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$705.01 
GOOGL Alphabet Inc
+0.31%
+$1,352.72 
VOO Vanguard S&P 500 ETF
+0.3%
+$20,346.77 
BNDX Vanguard Total International Bond ETF
+0.29%
+$1,399.14 
IVV iShares Core S&P 500 ETF
+0.28%
+$5,408.63 
IXUS iShares Core International Stock ETF
+0.28%
+$627.38 
VEU Vanguard FTSE All-World ex-US ETF
+0.28%
+$2,040.75 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.25%
+$1,092.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.22%
+$602.36 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.22%
+$3,731.67 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$1,598.48 
IOO iShares Global 100 ETF
+0.16%
+$7,814.69 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.16%
+$455.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.12%
+$2,910.91 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.1%
+$14,656.99 
NEAR iShares Short Maturity Bond ETF
+0.07%
+$174.93 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$2,675.22 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$210.36 
AMAT Applied Materials, Inc.
-3.12%
-$9,503.94 
INTC Intel Corporation
-2.23%
-$3,891.63 
IYE iShares U.S. Energy ETF
-1.95%
-$5,981.81 
XOM Exxon Mobil Corporation
-1.83%
-$10,147.68 
NVDA NVIDIA Corporation
-1.62%
-$47,883.42 
CAT Caterpillar Inc.
-1.55%
-$4,068.76 
ISCB iShares Morningstar Small-Cap ETF
-1.48%
-$5,063.62 
TSLA Tesla, Inc.
-1.2%
-$2,835.94 
AMD Advanced Micro Devices, Inc.
-0.98%
-$9,061.92 
VGT Vanguard Information Technology ETF
-0.53%
-$2,313.35 
PLTR Palantir Technologies Inc.
-0.41%
-$4,068.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.31%
-$681.54 
XLU Utilities Select Sector SPDR Fund
-0.25%
-$864.78 
VPU Vanguard Utilities ETF
-0.22%
-$1,627.86 
AAPL Apple Inc.
-0.16%
-$6,613.48 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$4,530.6 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.13%
-$674.66 
SCHE Schwab Emerging Markets Equity ETF
-0.11%
-$5,021.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.05%
-$298.35 
COST Costco Wholesale Corporation
-0.04%
-$215.16 
SCHC Schwab International Small-Cap Equity ETF
-0.04%
-$836.96 Events
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Dividends
Dividend Analysis
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| Trades 940 | Longs Won 670/940 71% | Profit Factor 28.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $588,357.23 |
| Average Win $111,904.48 | Best Trade (Oct 15) $12.85M | Sharpe Ratio -9.54 |
| Average Loss -$9,804.74 | Worst Trade (Oct 14) -$559,010.4 | Z-Score 4.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 1d | Expectancy $76,945.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,810 | $2.35M | $4.04M | - | $1.69M | 71.95% | -0.163% |
| ABBV AbbVie Inc. | 2,075 | $359,526.52 | $590,866.62 | - | $231,340.1 | 64.35% | +1.067% |
| ABT Abbott Laboratories | 2,647 | $291,985.6 | $277,643.83 | - | -$14,341.77 | -4.91% | +2.492% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,905 | $2.47M | $2.37M | - | -$91,647.11 | -3.72% | +0.559% |
| AMAT Applied Materials, Inc. | 683 | $233,528 | $295,544.34 | - | $62,016.34 | 26.56% | -3.116% |
| AMD Advanced Micro Devices, Inc. | 1,624 | $232,435 | $917,949.76 | - | $685,514.76 | 294.93% | -0.978% |
| AMZN Amazon.com Inc | 4,247 | $702,527.46 | $1.08M | - | $381,179.53 | 54.26% | +0.429% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 19,276 | $554,755.44 | $529,800.86 | - | -$24,954.58 | -4.5% | -0.127% |
| BND Vanguard Total Bond Market Index Fund | 15,250 | $1.12M | $1.08M | - | -$44,959.75 | -4% | +0.554% |
| BNDX Vanguard Total International Bond ETF | 10,364 | $509,787.58 | $489,025.34 | - | -$20,762.24 | -4.07% | +0.287% |
| BRK-B Berkshire Hathaway Inc. | 1,378 | $590,005.34 | $726,908.78 | - | $136,903.44 | 23.2% | +0.22% |
| CAT Caterpillar Inc. | 350 | $200,505 | $258,074.24 | - | $57,569.24 | 28.71% | -1.552% |
| COST Costco Wholesale Corporation | 489 | $331,186.3 | $479,982.84 | - | $148,796.54 | 44.93% | -0.045% |
| EFA iShares MSCI EAFE ETF | 2,050 | $212,967 | $212,339 | - | -$628 | -0.29% | +0.808% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 2,548 | $199,329.41 | $239,168.02 | - | $39,838.61 | 19.99% | +1.509% |
| EWC iShares MSCI Canada ETF | 4,426 | $162,347.77 | $266,577.98 | - | $104,230.21 | 64.2% | +1.637% |
| FXH First Trust Health Care AlphaDEX Fund | 2,547 | $263,840.21 | $343,399.27 | - | $79,559.06 | 30.15% | +2.451% |
| GLD SPDR Gold Shares | 3,370 | $647,259.32 | $1.28M | - | $636,997.13 | 98.41% | +1.355% |
| GME Gamestop Corp. | 33,673 | $637,978.5 | $950,757.15 | - | $312,778.65 | 49.03% | +3.996% |
| GOOGL Alphabet Inc | 1,240 | $181,511.71 | $432,426.32 | - | $250,914.61 | 138.24% | +0.314% |
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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 - $1.47M, Schwab U.S. Large-Cap ETF - $1.41M, Schwab U.S. Aggregate Bond ETF - $1.15M, 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 - $9,193.57. 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 $11.37M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.22M, Schwab U.S. Aggregate Bond ETF - $1.15M, Schwab U.S. Large-Cap ETF - $750,660.99, Schwab International Equity ETF - $746,302.83, and Schwab Intermediate-Term U.S. Treasury ETF - $469,153.97. 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.
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