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:
55.51%
Gain +0.39%
Monthly
0.6%
Yearly
7.41%
Drawdown
17.63%
$109.51M
Equity
Holdings
$109.51M
Investment
$81.42M
$39.84M
Profit +$482,945.94
Realized
$11.75M
Unrealized
$28.09M
Dividends
$8.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.39%
Profit
$482,945.94
Win %
82%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.13M
Win %
82%
This Month
Compared to last month
Gain
-1.3%
Profit
-$1.45M
Win %
82%
This Year
Compared to last year
Gain
3.36%
Profit
$4.08M
Win %
81%
WGMI Valkyrie Bitcoin Miners ETF
+3.21%
+$18,655 
WULF TeraWulf Inc.
+2.8%
+$7,810 
JPM JPMorgan Chase & Co.
+2.3%
+$20,750.31 
COTY Coty Inc.
+2.22%
+$623.7 
TSLA Tesla, Inc.
+1.88%
+$4,285.36 
HBAN Huntington Bancshares Incorporated
+1.86%
+$6,126.72 
KMI Kinder Morgan, Inc.
+1.85%
+$5,951.38 
CAT Caterpillar Inc.
+1.48%
+$8,684.64 
KBE SPDR S&P Bank ETF
+1.46%
+$7,011.84 
IYG iShares U.S. Financial Services ETF
+1.4%
+$7,272.6 
NEE NextEra Energy, Inc.
+1.3%
+$2,595.64 
ABBV AbbVie Inc.
+1.3%
+$3,626.26 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$8,375.22 
JNJ Johnson & Johnson
+1.07%
+$2,881.5 
IJR iShares Core S&P Small-Cap ETF
+1%
+$10,924.14 
OGE Oge Energy Corp.
+0.99%
+$4,897.4 
VO Vanguard Mid-Cap ETF
+0.97%
+$34,200.19 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$5,299.6 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$23,926.42 
IWM iShares Russell 2000 ETF
+0.9%
+$15,044.04 
PG Procter & Gamble Co
+0.85%
+$3,771.28 
XLE Energy Select Sector SPDR Fund
+0.77%
+$3,998.28 
CVX Chevron Corporation
+0.75%
+$2,045.39 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$24,810.27 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$6,134.97 
VB Vanguard Small-Cap ETF
+0.73%
+$27,384.42 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$16,061.85 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,517.47 
EMLP First Trust North American Energy Infrastructure Fund
+0.67%
+$6,643.61 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$7,671.06 
MS Morgan Stanley
+0.66%
+$2,576 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$1,772.71 
IYW iShares U.S. Technology ETF
+0.62%
+$2,330.14 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$44,450.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$15,213 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$10,675.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$11,651.17 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$1,981.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$86,847.34 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$29,508.41 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$7,698.04 
GOOGL Alphabet Inc
+0.56%
+$6,764.03 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$2,357.28 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$27,358.65 
VT Vanguard Total World Stock ETF
+0.46%
+$1,261.44 
LNG Cheniere Energy Inc.
+0.46%
+$1,776 
GOOG Alphabet Inc
+0.46%
+$3,581.76 
WMT Walmart Inc.
+0.45%
+$1,020.24 
VIS Vanguard Industrials ETF
+0.42%
+$979.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$2,779.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$3,160 
XOM Exxon Mobil Corporation
+0.29%
+$1,420.74 
PFFD Global X U.S. Preferred ETF
+0.24%
+$3,020.85 
NVDA NVIDIA Corporation
+0.18%
+$2,915.23 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.17%
+$435.5 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$382.05 
MSFT Microsoft Corp.
+0.13%
+$908.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$1,523.34 
BINC iShares Flexible Income Active ETF
+0.12%
+$242.64 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$1,044.33 
IBB iShares Biotechnology ETF
+0.1%
+$308.55 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$214.06 
KO The Coca-Cola Company
+0.1%
+$217.92 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$176.12 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$344.22 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$351.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$334.38 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$210.45 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$7,459.76 
XAR SPDR S&P Aerospace & Defense ETF
-1.63%
-$8,505.33 
AAPL Apple Inc.
-1.52%
-$41,715 
MRK Merck & Co., Inc.
-1.41%
-$6,126.06 
AMZN Amazon.com Inc
-1.21%
-$23,885.28 
EW Edwards Lifesciences Corporation
-0.73%
-$6,164.55 
ETN Eaton Corporation plc
-0.55%
-$2,507.01 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$696 
AMLP Alerian MLP ETF
-0.27%
-$688.24 
META Meta Platforms Inc Class A
-0.23%
-$1,030.89 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$2,180.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,908.77 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.1%
-$262.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$186.42 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$225 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.06%
-$151.72 
IBIT iShares Bitcoin Trust
-0.06%
-$594.11 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$383.74 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$332.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$311.22 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$108.67 
PAAA PGIM AAA CLO ETF
-0.01%
-$27.23 
MUB iShares National Muni Bond ETF
-0.01%
-$36.49 Events
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Dividends
Dividend Analysis
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| Trades 1606 | Longs Won 969/1606 60% | Profit Factor 5.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $147,198.46 |
| Average Win $50,627.57 | Best Trade (Jun 12) $3.35M | Sharpe Ratio -9.07 |
| Average Loss -$14,475.64 | Worst Trade (Jun 10) -$940,603.86 | Z-Score 1.03 (69.86%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $24,805.19 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
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Returns
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