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:
57.56%
Gain +0.05%
Monthly
1.07%
Yearly
13.65%
Drawdown
14.88%
$322.06M
Equity
Holdings
$322.06M
Investment
$249.51M
$91.08M
Profit +$146,744.05
Realized
$18.53M
Unrealized
$72.55M
Dividends
$20.82M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$146,744.05
Win %
71%
This Week
Compared To Last Week
Gain
0.05%
Profit
$146,744.05
Win %
71%
This Month
Compared to last month
Gain
-1.08%
Profit
-$3.53M
Win %
71%
This Year
Compared to last year
Gain
-0.3%
Profit
-$916,086.27
Win %
73%
XSD SPDR S&P Semiconductor ETF
+4.3%
+$117,375.4 
SOXX iShares Semiconductor ETF
+3%
+$225,154.15 
GLW Corning Incorporated
+2.51%
+$17,177.46 
NVDA NVIDIA Corporation
+2.47%
+$8,022.55 
GOOG Alphabet Inc
+1.96%
+$7,860.01 
GOOGL Alphabet Inc
+1.85%
+$3,934.4 
VAW Vanguard Materials ETF
+1.63%
+$36,676.93 
VPL Vanguard FTSE Pacific ETF
+1.59%
+$17,127.22 
IJS iShares S&P Small-Cap 600 Value ETF
+1.54%
+$3,635.73 
CWBC Community West Bancshares
+1.49%
+$4,041.18 
IWF iShares Russell 1000 Growth ETF
+1.47%
+$5,661 
VGT Vanguard Information Technology ETF
+1.46%
+$82,428.29 
XLK State Street Technology Select Sector SPDR ETF
+1.43%
+$133,315.5 
XLB Materials Select Sector SPDR Fund
+1.42%
+$52,499.34 
VUG Vanguard Growth ETF
+1.33%
+$4,356 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.33%
+$9,711.08 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$64,474.54 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.32%
+$6,494.3 
VCR Vanguard Consumer Discretionary ETF
+1.31%
+$40,758.11 
AMZN Amazon.com Inc
+1.3%
+$7,432.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$4,462.5 
ESGE iShares ESG Aware MSCI EM ETF
+1.24%
+$4,586.82 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.23%
+$55,589.9 
GBTC Grayscale Bitcoin Trust ETF
+1.19%
+$4,937.4 
VIS Vanguard Industrials ETF
+1.18%
+$67,482.72 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$3,280.26 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.14%
+$8,783.52 
DXJ WisdomTree Japan Hedged Equity Fund
+1.13%
+$90,290.7 
IXUS iShares Core International Stock ETF
+1.12%
+$6,080.16 
IMVP Invesco India ETF
+1.11%
+$2,483.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$65,898.36 
VGK Vanguard FTSE Europe ETF
+1.03%
+$39,955.98 
DLS WisdomTree International SmallCap Dividend Fund
+1.01%
+$12,608.91 
IEUR iShares Core MSCI Europe ETF
+1%
+$14,888.35 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.99%
+$21,016.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$164,518.63 
XLI Industrial Select Sector SPDR Fund
+0.97%
+$101,860.04 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$35,254.31 
IGV iShares Expanded Tech-Software Sector ETF
+0.9%
+$33,578.49 
ANET Arista Networks, Inc.
+0.89%
+$18,246.25 
META Meta Platforms Inc Class A
+0.89%
+$12,638.36 
VNQ Vanguard Real Estate ETF
+0.89%
+$2,671.78 
SUSA iShares MSCI USA ESG Select ETF
+0.87%
+$5,797.15 
VOX Vanguard Communication Services ETF
+0.86%
+$43,365.78 
VPU Vanguard Utilities ETF
+0.82%
+$13,656.17 
VWO Vanguard FTSE Emerging Markets ETF
+0.82%
+$5,514.46 
USRT iShares Core U.S. REIT ETF
+0.8%
+$1,800.75 
AAPL Apple Inc.
+0.8%
+$27,762.13 
XLU Utilities Select Sector SPDR Fund
+0.79%
+$10,750.64 
PFF iShares Preferred and Income Securities ETF
+0.78%
+$20,645.95 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.78%
+$2,711.1 
XLC Communication Services Select Sector SPDR Fund
+0.7%
+$46,150.92 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.68%
+$42,759 
DTD WisdomTree U.S. Total Dividend Fund
+0.64%
+$7,996.8 
INDA ISHARES MSCI INDIA ETF
+0.63%
+$2,478.05 
IWD iShares Russell 1000 Value ETF
+0.61%
+$2,620.46 
MSFT Microsoft Corp.
+0.59%
+$9,985.56 
EPI WisdomTree India Earnings Fund
+0.57%
+$11,559.57 
BUFQ FT Nasdaq Buffer ETF July.
+0.52%
+$1,549.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.51%
+$8,875.2 
EWU iShares MSCI United Kingdom ETF
+0.48%
+$33,582.34 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.47%
+$1,538.71 
XBI SPDR S&P Biotech ETF
+0.41%
+$4,010.3 
PSK SPDR ICE Preferred Securities ETF
+0.39%
+$804.1 
JNK SPDR Bloomberg High Yield Bond ETF
+0.34%
+$2,130.32 
VTV Vanguard Value ETF
+0.31%
+$26,925.96 
BNDX Vanguard Total International Bond ETF
+0.29%
+$12,956.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.29%
+$10,231.5 
EPP iShares MSCI Pacific ex Japan ETF
+0.28%
+$7,193.4 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$22,712.04 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.23%
+$16,535.75 
BRK-A Berkshire Hathaway Inc.
+0.2%
+$3,008.9 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.18%
+$3,326.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$3,251.22 
XLF Financial Select Sector SPDR Fund
+0.14%
+$11,973.23 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$5,098.75 
IAGG iShares International Aggregate Bond Fund
+0.13%
+$617.43 
XSW SPDR S&P Software & Services ETF
+0.12%
+$630.87 
AGZ iShares Agency Bond ETF
+0.06%
+$562.2 
VDC VANGUARD CONSUMER STAPLES ETF
+0.04%
+$1,808.99 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.02%
+$139.75 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,099.69 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.02%
+$171.19 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2,119.03 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$313.24 
VHT Vanguard Health Care ETF
+0.01%
+$370.33 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
EWH iShares MSCI Hong Kong ETF
-2.46%
-$34,104.46 
RIVN Rivian Automotive, Inc.
-2.13%
-$3,150 
GILD Gilead Sciences Inc.
-1.89%
-$13,813.82 
IBM International Business Machines Corporation
-1.35%
-$2,888 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.33%
-$22,447.77 
GXC SPDR S&P China ETF
-1.03%
-$3,351.91 
IAU iShares Gold Trust
-0.43%
-$3,634.26 
EWZ iShares MSCI Brazil ETF
-0.35%
-$1,810.25 
IBB iShares Biotechnology ETF
-0.31%
-$3,263.41 
XLE Energy Select Sector SPDR Fund
-0.3%
-$4,537.2 
XOM Exxon Mobil Corporation
-0.25%
-$919.25 
COST Costco Wholesale Corporation
-0.22%
-$3,807.49 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$8,706 
VDE Vanguard Energy ETF
-0.14%
-$1,770.5 
MBB iShares MBS ETF
-0.12%
-$347.05 
STIP iShares 0-5 Year TIPS Bond ETF
-0.1%
-$2,058.84 
ILF iShares Latin America 40 ETF
-0.07%
-$1,771.35 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$2,156.26 
XLP Consumer Staples Select Sector SPDR Fund
-0.04%
-$2,710.02 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.02%
-$706.77 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$382.05 
IYH iShares U.S. Healthcare ETF
-0.01%
-$43.75 Events
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Dividends
Dividend Analysis
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| Trades 1341 | Longs Won 1051/1341 78% | Profit Factor 35.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,188.25 |
| Average Win $89,176.18 | Best Trade (Aug 17) $3.77M | Sharpe Ratio -10.91 |
| Average Loss -$9,116.85 | Worst Trade (Aug 02) -$285,611.57 | Z-Score 15.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3d | Expectancy $67,919.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,516 | $1.51M | $3.5M | - | $1.99M | 131.93% | +0.799% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,648 | $6.16M | $5.92M | - | -$248,555.29 | -4.03% | +0.005% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 71,391 | $3.07M | $2.95M | - | -$126,293.03 | -4.11% | -0.024% |
| AGZ iShares Agency Bond ETF | 9,370 | $1.01M | $998,701.45 | - | -$11,490.21 | -1.14% | +0.056% |
| AMZN Amazon.com Inc | 2,301 | $504,428.14 | $578,609.46 | - | $74,181.32 | 14.71% | +1.301% |
| ANET Arista Networks, Inc. | 9,998 | $1.16M | $2.06M | - | $902,637.32 | 77.81% | +0.892% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,377 | $245,420.07 | $286,380.96 | - | $40,960.89 | 16.69% | +1.159% |
| BNDX Vanguard Total International Bond ETF | 94,095 | $4.51M | $4.42M | - | -$97,661.87 | -2.16% | +0.294% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.51M | - | -$90,384.1 | -5.66% | +0.2% |
| BUFQ FT Nasdaq Buffer ETF July. | 7,378 | $244,802.02 | $300,874.84 | - | $56,072.82 | 22.91% | +0.518% |
| COST Costco Wholesale Corporation | 1,871 | $1.19M | $1.71M | - | $513,947.33 | 43.04% | -0.222% |
| CWBC Community West Bancshares | 10,362 | $191,697 | $275,940.06 | - | $84,243.06 | 43.95% | +1.486% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 12,860 | $369,757.08 | $498,260.7 | - | $128,503.62 | 34.75% | +1.321% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 3,440 | $1.25M | $1.76M | - | $504,292.58 | 40.21% | +0.507% |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 32,533 | $1.08M | $1.66M | - | $582,256.96 | 53.89% | -1.332% |
| DLS WisdomTree International SmallCap Dividend Fund | 14,493 | $850,554.55 | $1.26M | - | $405,988.55 | 47.73% | +1.014% |
| DTD WisdomTree U.S. Total Dividend Fund | 13,440 | $824,814.73 | $1.26M | - | $439,687.67 | 53.31% | +0.636% |
| DXJ WisdomTree Japan Hedged Equity Fund | 44,588 | $3.13M | $8.1M | - | $4.97M | 158.81% | +1.127% |
| EEMA iShares MSCI Emerging Markets Asia ETF | 3,000 | $197,534.67 | $350,760 | - | $153,225.33 | 77.57% | +0.779% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 40,790 | $3.65M | $3.69M | - | $38,817.19 | 1.06% | +0.138% |
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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 - $1.99M, WisdomTree Japan Hedged Equity Fund - $1.88M, SPDR S&P 500 ETF Trust - $1.74M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.39M, and Vanguard Communication Services ETF - $1.33M. 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 $20.82M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.98M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.39M, Vanguard Short-Term Corporate Bond ETF - $998,529.74, Consumer Staples Select Sector SPDR Fund - $861,653.33, and JPMorgan Ultra-Short Income ETF - $725,007.35. 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.
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