CMD
Chris M. Denholm Portfolio
Invests via Objective Capital Management LLC | Managed by Christopher Michael Denholm, Tristan Robert Lewis
Invests via Objective Capital Management LLC
Managed by Christopher Michael Denholm, Tristan Robert Lewis
Automatically Tracked
Chris M. Denholm Profile
With a robust track record in the technology sector, Chris M. Denholm has established himself as a dynamic entrepreneur and investor. His diverse experience encompasses founding innovative startups, focusing on disruptive technologies that address evolving market needs. By leveraging deep industry insights and strategic networking capabilities, he effectively navigates high-stakes business environments to foster growth and innovation. Throughout his career, he has successfully led several companies through various stages of development, demonstrating an ability to identify opportunities where others see challenges. His influential role within venture capital circles further underscores his significance in shaping emerging trends across technology-driven markets.
With a robust track record in the technology sector, Chris M. Denholm has established himself as a dynamic entrepreneur and investor. His diverse experience encompasses founding innovative startups, focusing on disruptive technologies that address evolving market needs. By leveraging deep industry insights and strategic networking capabilities, he effectively navigates high-stakes business environments to foster growth and innovation. Throughout his career, he has successfully led several companies through various stages of development, demonstrating an ability to identify opportunities where others see challenges. His influential role within venture capital circles further underscores his significance in shaping emerging trends across technology-driven markets.
Investment Philosophy & Strategy
Innovation drives Chris M. Denholm's investment approach, characterized by a keen focus on technology startups poised to disrupt traditional sectors. His entrepreneurial background equips him with unique insights into the nuances of scaling innovative businesses, facilitating targeted investments that align with cutting-edge market trends. Emphasizing agility and adaptability, he strategically allocates resources toward ventures demonstrating strong growth potential and differentiation in competitive landscapes. By fostering strategic partnerships and leveraging his extensive network within venture capital, he positions himself as a catalyst for transformative business development.
Innovation drives Chris M. Denholm's investment approach, characterized by a keen focus on technology startups poised to disrupt traditional sectors. His entrepreneurial background equips him with unique insights into the nuances of scaling innovative businesses, facilitating targeted investments that align with cutting-edge market trends. Emphasizing agility and adaptability, he strategically allocates resources toward ventures demonstrating strong growth potential and differentiation in competitive landscapes. By fostering strategic partnerships and leveraging his extensive network within venture capital, he positions himself as a catalyst for transformative business development.
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:
38.87%
Gain +0.63%
Monthly
0.52%
Yearly
6.4%
Drawdown
14.6%
$110.55M
Equity
Holdings
$110.55M
Investment
$84.02M
$38.83M
Profit +$786,261.44
Realized
$12.3M
Unrealized
$26.52M
Dividends
$8.77M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$786,261.44
Win %
77%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$653,630.24
Win %
77%
This Month
Compared to last month
Gain
-1.68%
Profit
-$1.89M
Win %
77%
This Year
Compared to last year
Gain
-1.74%
Profit
-$1.95M
Win %
77%
MSFT Microsoft Corp.
+2.15%
+$13,704.44 
INTC Intel Corporation
+2.12%
+$7,025.56 
PLTR Palantir Technologies Inc.
+1.87%
+$5,241.34 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.56%
+$20,389.32 
GOOG Alphabet Inc
+1.52%
+$11,466 
GOOGL Alphabet Inc
+1.5%
+$18,698.08 
CVX Chevron Corporation
+1.22%
+$3,345.69 
KMI Kinder Morgan, Inc.
+0.87%
+$2,874.76 
BRCC BRC Inc.
+0.44%
+$137.5 
ETN Eaton Corporation plc
+0.35%
+$1,633.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$2,172.84 
NVDA NVIDIA Corporation
+0.23%
+$3,750.6 
COTY Coty Inc.
+0.19%
+$68.75 
VGT Vanguard Information Technology ETF
+0.12%
+$332.81 
XAR SPDR S&P Aerospace & Defense ETF
+0.09%
+$404.14 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$548.42 
HBAN Huntington Bancshares Incorporated
+0.06%
+$193.27 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$291.01 
KBE SPDR S&P Bank ETF
+0.03%
+$142.08 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$440.2 
IYG iShares U.S. Financial Services ETF
+0.02%
+$117.34 
IWM iShares Russell 2000 ETF
+0.02%
+$336.67 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.02%
+$38.93 
IYW iShares U.S. Technology ETF
+0.02%
+$61.1 
XLE Energy Select Sector SPDR Fund
+0.02%
+$86.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$307.06 
AMZN Amazon.com Inc
+0.01%
+$231.88 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$134.66 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$157.67 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$93.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$101.5 
LNG Cheniere Energy Inc.
+0.01%
+$30.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$16.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$149.11 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$83.28 
META Meta Platforms Inc Class A
0%
+$4.71 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NUAI New Era Energy & Digital, Inc.
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
WGMI Valkyrie Bitcoin Miners ETF
0%
$0 
WULF TeraWulf Inc.
0%
$0 
AAPL Apple Inc.
-2.14%
-$64,042.55 
MS Morgan Stanley
-2.12%
-$8,390.4 
CAT Caterpillar Inc.
-1.81%
-$8,629.22 
WMT Walmart Inc.
-1.79%
-$3,818.88 
IBB iShares Biotechnology ETF
-1.7%
-$4,738.4 
JNJ Johnson & Johnson
-1.67%
-$4,726.39 
JPM JPMorgan Chase & Co.
-0.65%
-$6,409.05 
AMGN Amgen Inc.
-0.58%
-$1,191.45 
PG Procter & Gamble Co
-0.56%
-$2,388.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$20,207.67 
ABBV AbbVie Inc.
-0.44%
-$1,289.83 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$899.07 
PFFD Global X U.S. Preferred ETF
-0.16%
-$2,239.5 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$8,407.06 
SOXX iShares Semiconductor ETF
-0.13%
-$229.08 
AMLP Alerian MLP ETF
-0.09%
-$220.8 
SMH VanEck Semiconductor ETF
-0.09%
-$214.1 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$4,112.66 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.05%
-$105.95 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$353.02 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$579.06 
IBIT iShares Bitcoin Trust
-0.04%
-$541.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$258.8 
VB Vanguard Small-Cap ETF
-0.03%
-$1,001.95 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$72.37 
EW Edwards Lifesciences Corporation
-0.02%
-$188.2 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$594.52 
OGE Oge Energy Corp.
-0.02%
-$104.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$57.1 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$314.47 
IJH iShares Core S&P Mid-Cap ETF
-0.01%
-$109.53 
VO Vanguard Mid-Cap ETF
-0.01%
-$435.98 
NEE NextEra Energy, Inc.
-0.01%
-$23.49 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.01%
-$26.23 
IVV iShares Core S&P 500 ETF
-0.01%
-$1,445.1 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$80.53 
VT Vanguard Total World Stock ETF
-0.01%
-$17.53 
QQQ Invesco QQQ Trust, Series 1
0%
-$287.69 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1691 | Longs Won 1006/1691 59% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $138,448.12 |
| Average Win $48,138.99 | Best Trade (Jul 21) $3.34M | Sharpe Ratio -9.6 |
| Average Loss -$14,016.28 | Worst Trade (Jul 30) -$906,973.2 | Z-Score -0.53 (40.49%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 6d | Expectancy $22,960.77 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Chris M. Denholm?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.13M, Apple Inc - $1.84M, iShares S&P 100 ETF - $1.47M, iShares Core S&P 500 ETF - $1.33M, and ISHARES S&P 500 VALUE ETF - $689,988.44. 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: iShares Core U.S. Aggregate Bond ETF - $260,590.83, iShares ESG Aware MSCI EM ETF - $203,420.47, The Walt Disney Company - $131,645.93, Vanguard Real Estate ETF - $130,948.43, and Pfizer Inc - $112,763.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris M. Denholm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.77M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $778,434.34, SPDR S&P 500 ETF Trust - $397,218.67, iShares Core U.S. Aggregate Bond ETF - $316,546.36, iShares ESG Aware MSCI EAFE ETF - $304,675.71, and Vanguard Large-Cap Index Fund ETF Shares - $252,767.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris M. Denholm's monthly returns?
Chris M. Denholm'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 Chris M. Denholm's strategy be considered aggressive or moderate?
Chris M. Denholm'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 Chris M. Denholm's strategy?
Chris M. Denholm'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.
