Christy Clarin

Christy Clarin Portfolio

Invests via Portfolio Design Labs, LLC | Managed by Jason Thomas, Christy Clarin
Invests via Portfolio Design Labs, LLC
Managed by Jason Thomas, Christy Clarin
Automatically Tracked
Tracking: 0 Updated: 8 hours ago
Christy Clarin Profile

Senior media and tech executive with multi-disciplinary experience in digital strategy, content monetization and product development across startups and established publishers. Christy Clarin has led growth, partnerships and revenue functions, advising on distribution, ad tech and subscription models. Known for operational execution, board-level strategy and M&A support, she is relevant to investors focused on digital media transformation and early-stage consumer technology.

Senior media and tech executive with multi-disciplinary experience in digital strategy, content monetization and product development across startups and established publishers. Christy Clarin has led growth, partnerships and revenue functions, advising on distribution, ad tech and subscription models. Known for operational execution, board-level strategy and M&A support, she is relevant to investors focused on digital media transformation and early-stage consumer technology.

Investment Philosophy & Strategy

Favors growth-oriented, operationally driven investments in digital media and consumer technology, prioritizing companies with clear content-to-revenue pathways such as subscription, ad-tech, and platform distribution. Deploys capital with a product-and-partnership lens, emphasizing repeatable monetization, scalable go-to-market, and strategic distribution deals. Typical horizon is multi-year, with active board-level involvement and hands-on support for revenue operations, partnerships, and M&A positioning. Risk discipline centers on unit economics, audience engagement metrics, and defensible distribution advantages rather than purely speculative user growth.

Favors growth-oriented, operationally driven investments in digital media and consumer technology, prioritizing companies with clear content-to-revenue pathways such as subscription, ad-tech, and platform distribution. Deploys capital with a product-and-partnership lens, emphasizing repeatable monetization, scalable go-to-market, and strategic distribution deals. Typical horizon is multi-year, with active board-level involvement and hands-on support for revenue operations, partnerships, and M&A positioning. Risk discipline centers on unit economics, audience engagement metrics, and defensible distribution advantages rather than purely speculative user growth.

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:
52.59%
Gain -0.34%
Monthly
1.27%
Yearly
16.34%
Drawdown
17.7%
$624.38M
Equity
Holdings
$624.38M
Investment
$527.41M
$166.51M
Profit -$1.96M
Realized
$69.55M
Unrealized
$96.96M
Dividends
$20.21M

Goals

Avg. 84% completed goals
Yearly
Gain > 5%
2026
68%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$1.96M
Win %
63%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$5.88M
Win %
63%
This Month
Compared to last month
Gain
0.82%
Profit
$5.08M
Win %
63%
This Year
Compared to last year
Gain
3.41%
Profit
$20.6M
Win %
63%
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+3.73%
+$13,234.87
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+2.64%
+$5,651.05
Ford Motor Company logo
F Ford Motor Company
+2.56%
+$12,786.8
RTX Corporation logo
RTX RTX Corporation
+2.36%
+$136,343.97
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+2.19%
+$99,128.39
Baker Hughes Company logo
BKR Baker Hughes Company
+2.17%
+$9,530.86
Citigroup Inc. logo
C Citigroup Inc.
+2.13%
+$29,050.56
AutoZone Inc. logo
AZO AutoZone Inc.
+2.12%
+$4,929.36
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+2.1%
+$9,351.88
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.02%
+$26,594.12
CMS Energy Corporation logo
CMS CMS Energy Corporation
+1.98%
+$23,889.75
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.97%
+$123,032.12
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+1.88%
+$6,351.2
General Motors Company logo
GM General Motors Company
+1.85%
+$6,013.14
American Tower Corporation logo
AMT American Tower Corporation
+1.8%
+$18,721.51
Fox Corporation Class B Common Stock logo
FOX Fox Corporation Class B Common Stock
+1.78%
+$15,443.22
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+1.77%
+$20,686.23
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+1.73%
+$30,650.4
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.72%
+$4,508.23
Vulcan Materials Company logo
VMC Vulcan Materials Company
+1.71%
+$6,597.65
Duke Energy Corporation logo
DUK Duke Energy Corporation
+1.71%
+$6,380.29
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.68%
+$50,930.93
ConocoPhillips logo
COP ConocoPhillips
+1.67%
+$31,811.62
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
+1.67%
+$3,839.85
General Electric Company logo
GE General Electric Company
+1.66%
+$47,547.22
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
+1.65%
+$43,429.85
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+1.64%
+$26,278.86
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.64%
+$78,851.46
Synchrony Financial logo
SYF Synchrony Financial
+1.62%
+$3,862.8
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.61%
+$38,406.41
Pinnacle West Capital Corporation logo
PNW Pinnacle West Capital Corporation
+1.59%
+$15,957
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+1.59%
+$7,979.7
Progressive Corporation logo
PGR Progressive Corporation
+1.57%
+$3,662.4
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+1.56%
+$16,045.55
Atmos Energy Corporation logo
ATO Atmos Energy Corporation
+1.56%
+$8,908.8
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+1.54%
+$4,179.1
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.51%
+$28,949.39
General Dynamics Corporation logo
GD General Dynamics Corporation
+1.44%
+$3,419.25
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+1.44%
+$22,432.75
PPL Corporation logo
PPL PPL Corporation
+1.42%
+$34,960.52
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.41%
+$93,367.35
The Walt Disney Company logo
DIS The Walt Disney Company
+1.4%
+$21,930.95
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.4%
+$3,673.04
Regions Financial Corporation logo
RF Regions Financial Corporation
+1.35%
+$3,287.08
Sempra logo
SRE Sempra
+1.34%
+$5,927.9
Altria Group, Inc. logo
MO Altria Group, Inc.
+1.33%
+$3,493.7
NXP Semiconductors N.V. logo
NXPI NXP Semiconductors N.V.
+1.29%
+$2,586.35
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+1.27%
+$2,587.38
Ventas Inc. logo
VTR Ventas Inc.
+1.25%
+$5,795.73
Linde plc logo
LIN Linde plc
+1.24%
+$32,518.16
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.23%
+$7,578.58
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.2%
+$51,642.31
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+1.2%
+$4,939.01
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+1.16%
+$2,850.7
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.16%
+$31,005.45
PG&E Corporation logo
PCG PG&E Corporation
+1.16%
+$4,054.8
Accenture plc Class A logo
ACN Accenture plc Class A
+1.14%
+$18,077.38
Realty Income Corporation logo
O Realty Income Corporation
+1.13%
+$2,383.92
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
+1.13%
+$2,646
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.11%
+$4,591.12
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
+1.11%
+$16,453.74
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.1%
+$26,248.17
Chevron Corporation logo
CVX Chevron Corporation
+1.1%
+$61,510.17
KeyCorp logo
KEY KeyCorp
+1.08%
+$3,973.41
AT&T Inc. logo
T AT&T Inc.
+1.06%
+$20,386.25
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.05%
+$9,554.13
Texas Instruments Inc logo
TXN Texas Instruments Inc
+1.04%
+$14,579.1
American Express Company logo
AXP American Express Company
+1.04%
+$13,209.52
Darden Restaurants, Inc. logo
DRI Darden Restaurants, Inc.
+1.03%
+$8,716.4
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.02%
+$19,453.81
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+1.02%
+$5,742.9
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
+1.01%
+$9,661.31
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+1.01%
+$15,168.45
Vici Properties Inc. logo
VICI Vici Properties Inc.
+1%
+$2,140.85
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+1%
+$18,266.79
The Cigna Group logo
CI The Cigna Group
+0.99%
+$4,576.77
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+0.97%
+$10,388.7
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+0.94%
+$28,285.4
Regency Centers Corporation logo
REG Regency Centers Corporation
+0.93%
+$2,014.84
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
+0.92%
+$8,426.22
Chubb Limited logo
CB Chubb Limited
+0.89%
+$2,976.63
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.88%
+$106,682.26
Bank of America Corporation logo
BAC Bank of America Corporation
+0.86%
+$22,081.79
Assurant Inc. logo
AIZ Assurant Inc.
+0.85%
+$10,548.85
Apple Inc. logo
AAPL Apple Inc.
+0.84%
+$255,788.75
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
+0.84%
+$2,261.88
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.82%
+$9,496.29
Visa Inc. Class A logo
V Visa Inc. Class A
+0.79%
+$56,108.96
Kroger Co. logo
KR Kroger Co.
+0.78%
+$4,887.75
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.78%
+$123,715.29
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.75%
+$5,548.86
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+0.74%
+$3,993.87
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.71%
+$1,638.17
Walmart Inc. logo
WMT Walmart Inc.
+0.7%
+$21,038.01
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+0.68%
+$4,569.48
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.67%
+$1,526.13
Packaging Corporation of America logo
PKG Packaging Corporation of America
+0.66%
+$12,660.75
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.66%
+$53,527.22
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.64%
+$6,395.37
Stryker Corporation logo
SYK Stryker Corporation
+0.63%
+$7,919.85
McKesson Corporation logo
MCK McKesson Corporation
+0.59%
+$15,362.34
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
+0.57%
+$4,241.27
Morgan Stanley logo
MS Morgan Stanley
+0.57%
+$5,881.85
Welltower Inc. logo
WELL Welltower Inc.
+0.55%
+$26,728
Pfizer Inc. logo
PFE Pfizer Inc.
+0.54%
+$8,046.24
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+0.52%
+$10,526.74
Amgen Inc. logo
AMGN Amgen Inc.
+0.51%
+$7,363.74
Trane Technologies plc logo
TT Trane Technologies plc
+0.5%
+$5,567.76
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+0.48%
+$9,970.38
CME Group Inc. logo
CME CME Group Inc.
+0.46%
+$6,031.29
Lear Corporation logo
LEA Lear Corporation
+0.45%
+$1,018.61
Fastenal Co. logo
FAST Fastenal Co.
+0.45%
+$7,236
Occidental Petroleum Corporation logo
OXY Occidental Petroleum Corporation
+0.45%
+$6,123.6
Vistra Corp logo
VST Vistra Corp
+0.42%
+$4,776.2
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,718.11
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+0.41%
+$2,282.54
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.39%
+$1,259.52
Airbnb, Inc. logo
ABNB Airbnb, Inc.
+0.38%
+$1,015.05
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.38%
+$2,827.62
Tko Group Holdings Inc. logo
TKO Tko Group Holdings Inc.
+0.36%
+$663.39
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.35%
+$2,005.55
Boeing Company logo
BA Boeing Company
+0.35%
+$6,727.51
McDonald's Corporation logo
MCD McDonald's Corporation
+0.34%
+$4,747.81
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.33%
+$3,746.02
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.31%
+$10,096.27
Prologis Inc. logo
PLD Prologis Inc.
+0.27%
+$4,088.84
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.23%
+$984.36
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
+0.23%
+$2,385.7
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.23%
+$11,268.01
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
+0.21%
+$38,986.43
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.21%
+$74,138.66
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.19%
+$10,786.5
iShares ESG Advanced MSCI EAFE Index Fund logo
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.18%
+$564.9
Liberty Media Corporation Series C Formula One Group Common Stock logo
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.12%
+$292.6
Cintas Corporation logo
CTAS Cintas Corporation
+0.11%
+$1,649.52
Cencora, Inc. logo
COR Cencora, Inc.
+0.11%
+$1,277.61
Hubbell Inc. logo
HUBB Hubbell Inc.
+0.1%
+$456.38
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$14,691.43
Republic Services, Inc. logo
RSG Republic Services, Inc.
+0.08%
+$981.23
Nasdaq, Inc. logo
NDAQ Nasdaq, Inc.
+0.06%
+$1,109.76
iShares California Muni Bond ETF logo
CMF iShares California Muni Bond ETF
+0.05%
+$512.85
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$157.2
iShares Treasury Floating Rate Bond ETF logo
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$2,233.95
Electronic Arts Inc. logo
EA Electronic Arts Inc.
0%
$0
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
0%
$0
SEI Investments Company logo
SEIC SEI Investments Company
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-7.32%
-$514,160.57
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-7.22%
-$339,156.83
Fortinet Inc. logo
FTNT Fortinet Inc.
-6.53%
-$28,179.37
Coherent Corp. logo
COHR Coherent Corp.
-5.92%
-$32,073.27
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-5.74%
-$238,130.39
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-4.83%
-$33,233
Intel Corporation logo
INTC Intel Corporation
-4.08%
-$150,873.65
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
-4.06%
-$23,073.11
Synopsys, Inc. logo
SNPS Synopsys, Inc.
-3.81%
-$37,238.08
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
-3.67%
-$22,403.06
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.5%
-$311,220.28
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.45%
-$282,800.91
NetApp, Inc. logo
NTAP NetApp, Inc.
-3.34%
-$38,901.24
Lam Research Corporation logo
LRCX Lam Research Corporation
-3.25%
-$86,254.46
Oracle Corporation logo
ORCL Oracle Corporation
-3.21%
-$61,309.44
Salesforce Inc logo
CRM Salesforce Inc
-3.03%
-$79,122.98
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-2.96%
-$77,721.71
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-2.94%
-$54,496.26
F5 Inc. logo
FFIV F5 Inc.
-2.89%
-$7,502.27
KLA Corporation logo
KLAC KLA Corporation
-2.86%
-$12,025.92
Jabil Inc. logo
JBL Jabil Inc.
-2.69%
-$6,245.49
Corning Incorporated logo
GLW Corning Incorporated
-2.68%
-$52,009.86
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-2.64%
-$47,724.11
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.55%
-$318,487.71
Teradyne, Inc. logo
TER Teradyne, Inc.
-2.47%
-$6,052.47
Adobe Inc. logo
ADBE Adobe Inc.
-2.46%
-$31,598.34
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.38%
-$86,301.75
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
-2.25%
-$6,508.8
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-2.15%
-$8,494.9
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.14%
-$268,410.99
Intuit Inc. logo
INTU Intuit Inc.
-1.93%
-$6,127.95
Take-Two Interactive Software, Inc. logo
TTWO Take-Two Interactive Software, Inc.
-1.8%
-$4,619.65
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
-1.75%
-$5,136.93
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.73%
-$54,138.6
Quanta Services Inc. logo
PWR Quanta Services Inc.
-1.67%
-$14,751.52
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.53%
-$413,387.28
Deere & Company logo
DE Deere & Company
-1.5%
-$16,652.76
Eaton Corporation plc logo
ETN Eaton Corporation plc
-1.49%
-$35,092.45
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-1.48%
-$3,491.79
M&T Bank Corporation logo
MTB M&T Bank Corporation
-1.47%
-$6,723.34
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.46%
-$31,038.71
Expeditors International of Washington, Inc. logo
EXPD Expeditors International of Washington, Inc.
-1.37%
-$19,918.08
Amphenol Corporation logo
APH Amphenol Corporation
-1.37%
-$73,870.98
Alphabet Inc logo
GOOGL Alphabet Inc
-1.33%
-$2,881.44
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-1.27%
-$19,206.04
Alphabet Inc logo
GOOG Alphabet Inc
-1.2%
-$278,957.34
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
-1.17%
-$12,703.08
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.16%
-$67,099.87
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.15%
-$15,838.8
eBay Inc. logo
EBAY eBay Inc.
-1.11%
-$3,583.6
Match Group, Inc. logo
MTCH Match Group, Inc.
-1.1%
-$3,487.14
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$6,228.2
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
-0.92%
-$2,026.43
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.87%
-$9,680.68
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.84%
-$13,536.74
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
-0.81%
-$125,626.29
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
-0.78%
-$6,052.18
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-0.73%
-$24,568.86
Union Pacific Corporation logo
UNP Union Pacific Corporation
-0.72%
-$1,774.23
Danaher Corporation logo
DHR Danaher Corporation
-0.64%
-$10,058.08
Blackstone Inc. logo
BX Blackstone Inc.
-0.55%
-$5,581.73
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.55%
-$1,110.2
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.47%
-$81,868.93
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
-0.47%
-$1,188.36
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
-0.43%
-$1,064.55
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
-0.41%
-$1,440.36
CSX Corporation logo
CSX CSX Corporation
-0.39%
-$1,001.11
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-0.26%
-$3,089
Abbott Laboratories logo
ABT Abbott Laboratories
-0.23%
-$5,565.84
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
-0.17%
-$9,841.3
Emerson Electric Co. logo
EMR Emerson Electric Co.
-0.14%
-$386.55
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
-0.12%
-$1,346.04
Ametek Inc. logo
AME Ametek Inc.
-0.09%
-$2,510.45
General Mills, Inc. logo
GIS General Mills, Inc.
-0.08%
-$253.45
iShares 0-5 Year High Yield Corporate Bond ETF logo
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$4,308.72
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
-0.03%
-$107.35
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.03%
-$11,541.12
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.01%
-$51.91
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$88.31
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Dividends

Dividend Analysis

Yearly
$
Trades
1788
Longs Won
1111/1788 62%
Profit Factor
4.23
Profitability
Shorts Won
0/0 0%
Standard Deviation
$477,273.09
Average Win
$196,344.39
Best Trade
(Jun 30) $8.76M
Sharpe Ratio
-9.18
Average Loss
-$76,258.57
Worst Trade
(Oct 16) -$1.64M
Z-Score
2.67 (99.25%)
Commissions
$0
Avg. Trade Length
10m 5d
Expectancy
$93,127.27
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 8,197 7,377 6,557 5,738 4,918 4,098 3,279 2,459 1,639 820
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
89,125 $22.59M $30.74M - $8.15M 36.06%
+0.839%
AbbVie Inc. logo
ABBV AbbVie Inc.
11,344 $2.52M $3.22M - $702,124.8 27.83%
+0.314%
Airbnb, Inc. logo
ABNB Airbnb, Inc.
1,515 $216,797 $265,049.25 - $48,252.25 22.26%
+0.384%
Abbott Laboratories logo
ABT Abbott Laboratories
23,191 $2.57M $2.42M - -$146,928.05 -5.72%
-0.229%
Accenture plc Class A logo
ACN Accenture plc Class A
7,034 $1.64M $1.6M - -$43,539.37 -2.65%
+1.143%
Adobe Inc. logo
ADBE Adobe Inc.
5,113 $1.99M $1.26M - -$734,887.59 -36.93%
-2.456%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
4,699 $1.16M $1.92M - $759,819.81 65.63%
+1.025%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
7,161 $2.06M $2.06M - $768.52 0.04%
+0.515%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
1,615 $439,404.08 $387,438.5 - -$51,965.58 -11.83%
-2.146%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
2,720 $356,561.24 $344,420 - -$12,141.24 -3.41%
+1.879%
Assurant Inc. logo
AIZ Assurant Inc.
4,423 $960,846.07 $1.26M - $296,413.79 30.85%
+0.846%
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
5,940 $1.61M $1.5M - -$109,547.89 -6.8%
+1.108%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
6,115 $1.28M $2.55M - $1.28M 100.11%
-2.956%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
15,798 $4M $8.57M - $4.57M 114.46%
-3.504%
Ametek Inc. logo
AME Ametek Inc.
10,915 $1.95M $2.71M - $756,941.43 38.76%
-0.093%
Amgen Inc. logo
AMGN Amgen Inc.
3,317 $959,654.68 $1.45M - $487,386.57 50.79%
+0.511%
American Tower Corporation logo
AMT American Tower Corporation
5,734 $1.09M $1.06M - -$29,537.53 -2.71%
+1.8%
Amazon.com Inc logo
AMZN Amazon.com Inc
68,798 $13.94M $17.45M - $3.5M 25.11%
-0.467%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
9,981 $1.45M $1.8M - $347,756.32 23.98%
-2.942%
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
3,366 $914,758.45 $1M - $89,992.55 9.84%
+0.641%
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Option values are updated at end of day.
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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 Christy Clarin?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $13.4M, Broadcom Inc - $4.62M, Alphabet Inc - $4.48M, Apple Inc - $3.68M, and SPDR Gold Shares - $3.57M. 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: General Mills, Inc - $1.58M, Tesla, Inc - $1.47M, Adobe Inc - $1.07M, UnitedHealth Group Incorporated - $1.03M, and Boston Scientific Corporation - $913,756.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christy Clarin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.21M earned over time. The largest contributors to dividend income include iShares Treasury Floating Rate Bond ETF - $2.13M, iShares 1-3 Year Treasury Bond ETF - $739,673.67, iShares Short Maturity Bond ETF - $560,846.84, iShares MSCI EAFE Min Vol Factor ETF - $512,571.36, and Exxon Mobil Corporation - $507,395.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christy Clarin's monthly returns?
Christy Clarin'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 Christy Clarin's strategy be considered aggressive or moderate?
Christy Clarin'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 Christy Clarin's strategy?
Christy Clarin'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.
Account USV