Christopher Casanega Portfolio
Invests via Sharper & Granite LLC | Managed by Christopher Casanega
Invests via Sharper & Granite LLC
Managed by Christopher Casanega
Automatically Tracked
Christopher Casanega Profile
With a robust entrepreneurial spirit, Christopher Casanega has established himself as a key figure in the technology sector. His career highlights include founding and leading innovative startups that address emerging market needs, particularly in software solutions and digital transformation. His hands-on approach to leadership and deep understanding of tech-driven business models have driven successful product launches and sustainable growth trajectories. In addition to his operational expertise, he engages actively with investors seeking opportunities within high-growth sectors, enhancing his relevance in the startup ecosystem. Christopher's vision continues to shape industry standards while fostering collaboration across various platforms.
With a robust entrepreneurial spirit, Christopher Casanega has established himself as a key figure in the technology sector. His career highlights include founding and leading innovative startups that address emerging market needs, particularly in software solutions and digital transformation. His hands-on approach to leadership and deep understanding of tech-driven business models have driven successful product launches and sustainable growth trajectories. In addition to his operational expertise, he engages actively with investors seeking opportunities within high-growth sectors, enhancing his relevance in the startup ecosystem. Christopher's vision continues to shape industry standards while fostering collaboration across various platforms.
Investment Philosophy & Strategy
The competitive landscape of technology startups presents immense potential, particularly for those who can innovate effectively. Christopher Casanega leverages his extensive entrepreneurial background to identify and cultivate opportunities that not only disrupt existing markets but also create new paradigms in software and digital services. His unique insights into business model dynamics empower him to engage with strategic partners and investors seeking high-impact ventures. Through hands-on leadership, he emphasizes rapid adaptation and technological advancement as cornerstones for achieving growth objectives. This proactive mindset enables him to navigate challenges while fostering collaboration within the evolving tech ecosystem.
The competitive landscape of technology startups presents immense potential, particularly for those who can innovate effectively. Christopher Casanega leverages his extensive entrepreneurial background to identify and cultivate opportunities that not only disrupt existing markets but also create new paradigms in software and digital services. His unique insights into business model dynamics empower him to engage with strategic partners and investors seeking high-impact ventures. Through hands-on leadership, he emphasizes rapid adaptation and technological advancement as cornerstones for achieving growth objectives. This proactive mindset enables him to navigate challenges while fostering collaboration within the evolving tech ecosystem.
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:
51.47%
Gain +0.91%
Monthly
1.16%
Yearly
14.91%
Drawdown
14.88%
$325.97M
Equity
Holdings
$325.97M
Investment
$249.51M
$94.99M
Profit +$2.15M
Realized
$18.53M
Unrealized
$76.46M
Dividends
$20M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.91%
Profit
$2.15M
Win %
80%
This Week
Compared To Last Week
Gain
1.65%
Profit
$5.28M
Win %
80%
This Month
Compared to last month
Gain
1.65%
Profit
$5.28M
Win %
80%
This Year
Compared to last year
Gain
0.91%
Profit
$2.99M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$83,020.06 
GOOG Alphabet Inc
+6.88%
+$27,564 
GOOGL Alphabet Inc
+6.73%
+$14,133.63 
ANET Arista Networks, Inc.
+5.46%
+$93,281.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$153,494.33 
META Meta Platforms Inc Class A
+3.28%
+$34,723.5 
MSFT Microsoft Corp.
+3.02%
+$44,959.59 
NVDA NVIDIA Corporation
+2.93%
+$8,022.56 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$87,812.71 
GLW Corning Incorporated
+2.24%
+$12,947.19 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$100,144.48 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$43,963.59 
VOX Vanguard Communication Services ETF
+1.12%
+$53,805.69 
VUG Vanguard Growth ETF
+1.1%
+$3,375.9 
VDE Vanguard Energy ETF
+1.02%
+$11,968.58 
XLE Energy Select Sector SPDR Fund
+1%
+$14,089.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,367.2 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,217.63 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$22,548.65 
IBM International Business Machines Corporation
+0.86%
+$1,814.48 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$2,730 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$89,785.45 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,723.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,009.87 
VIS Vanguard Industrials ETF
+0.72%
+$43,571.34 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$29,166.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$12,862.64 
XSW SPDR S&P Software & Services ETF
+0.6%
+$2,806.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$9,666.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$87,084.66 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,913.64 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$1,180.48 
GXC SPDR S&P China ETF
+0.38%
+$1,319.49 
EWZ iShares MSCI Brazil ETF
+0.33%
+$1,671 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$3,359.99 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$854.5 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,274.1 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,692.95 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$219.3 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$219.26 
SOXX iShares Semiconductor ETF
+0.07%
+$4,689.49 
EPI WisdomTree India Earnings Fund
+0.07%
+$1,507.77 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$95.08 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.02%
+$325.33 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$137.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,238.07 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$16,100 
AAPL Apple Inc.
-7.35%
-$257,852.32 
XBI SPDR S&P Biotech ETF
-2.94%
-$27,883.8 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$9,051.9 
VAW Vanguard Materials ETF
-2.38%
-$56,021.31 
XLB Materials Select Sector SPDR Fund
-2.34%
-$92,064.06 
IBB iShares Biotechnology ETF
-1.87%
-$18,101.5 
IAU iShares Gold Trust
-1.46%
-$12,078.57 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$33,414.48 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$10,248.64 
XOM Exxon Mobil Corporation
-0.97%
-$3,388.95 
EWH iShares MSCI Hong Kong ETF
-0.94%
-$13,766.94 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$57,012 
GILD Gilead Sciences Inc.
-0.81%
-$5,316.78 
VHT Vanguard Health Care ETF
-0.76%
-$57,772.01 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$57,072.64 
VPU Vanguard Utilities ETF
-0.71%
-$13,125.36 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,100 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$10,579.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,396.98 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$4,846.08 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$35,186.75 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$41,214.69 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,826.28 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,359.75 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$7,750.1 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$37,940.01 
CWBC Community West Bancshares
-0.48%
-$1,243.43 
VGK Vanguard FTSE Europe ETF
-0.44%
-$18,059.2 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$17,899.67 
MBB iShares MBS ETF
-0.4%
-$1,167.35 
VGT Vanguard Information Technology ETF
-0.38%
-$19,102.32 
VTV Vanguard Value ETF
-0.27%
-$23,710.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$15,662 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,286 
COST Costco Wholesale Corporation
-0.24%
-$4,265.82 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$20,964.52 
BNDX Vanguard Total International Bond ETF
-0.23%
-$10,350.45 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,720.95 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$17,964.03 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$6,068.23 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,397.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$12,260.16 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$2,029.02 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$759.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$539.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,251.2 
IMVP Invesco India ETF
-0.15%
-$363.45 
IXUS iShares Core International Stock ETF
-0.15%
-$803.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$5,302.7 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$5,183.96 
AGZ iShares Agency Bond ETF
-0.12%
-$1,218.1 
XLF Financial Select Sector SPDR Fund
-0.1%
-$9,578.58 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1,027.17 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,528.18 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$6,314 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,083.6 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$950.5 
ILF iShares Latin America 40 ETF
-0.03%
-$708.54 Events
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Dividends
Dividend Analysis
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| Trades 1341 | Longs Won 1121/1341 83% | Profit Factor 69.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,395.03 |
| Average Win $85,982.11 | Best Trade (Aug 06) $3.67M | Sharpe Ratio -10.91 |
| Average Loss -$6,340.45 | Worst Trade (Aug 02) -$285,611.57 | Z-Score 34.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2d | Expectancy $70,835.97 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
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Returns
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FAQ
Which stocks have generated the highest profits for Christopher Casanega?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree Floating Rate Treasury Fund - $1.92M, WisdomTree Japan Hedged Equity Fund - $1.88M, SPDR S&P 500 ETF Trust - $1.74M, Vanguard Communication Services ETF - $1.31M, and SPDR Bloomberg Short Term High Yield Bond ETF - $1.31M. 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: Honeywell International Inc - $20,909.4, iShares Global Clean Energy ETF - $16,384.38, and iShares California Muni Bond ETF - $1,285.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Casanega's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.91M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.31M, Vanguard Short-Term Corporate Bond ETF - $922,938.54, Consumer Staples Select Sector SPDR Fund - $861,653.33, and JPMorgan Ultra-Short Income ETF - $688,964.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Casanega's monthly returns?
Christopher Casanega'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 Christopher Casanega's strategy be considered aggressive or moderate?
Christopher Casanega'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 Christopher Casanega's strategy?
Christopher Casanega'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.
