Morgan Christen Portfolio
Invests via Spinnaker Investment Group LLC | Managed by Morgan Christen
Invests via Spinnaker Investment Group LLC
Managed by Morgan Christen
Automatically Tracked
Morgan Christen Profile
With a distinguished background in venture capital and technology innovation, Morgan Christen has significantly impacted the startup ecosystem. His career is marked by successfully co-founding and mentoring multiple tech ventures, enabling their growth through strategic investment decisions. He holds a pivotal role at his firm, driving new business development initiatives while cultivating strong relationships within the Silicon Valley network. An advocate for emerging technologies, he actively engages with entrepreneurs to navigate market challenges and leverage opportunities. His insights into disruptive trends position him as a key player in identifying high-potential investments that shape future industries.
With a distinguished background in venture capital and technology innovation, Morgan Christen has significantly impacted the startup ecosystem. His career is marked by successfully co-founding and mentoring multiple tech ventures, enabling their growth through strategic investment decisions. He holds a pivotal role at his firm, driving new business development initiatives while cultivating strong relationships within the Silicon Valley network. An advocate for emerging technologies, he actively engages with entrepreneurs to navigate market challenges and leverage opportunities. His insights into disruptive trends position him as a key player in identifying high-potential investments that shape future industries.
Investment Philosophy & Strategy
Capitalizing on emerging technologies, Morgan Christen identifies opportunities that leverage innovative business models to drive growth. His extensive experience in venture capital shapes a hands-on approach towards nurturing startups, particularly those that harness disruptive solutions. By prioritizing relationships with entrepreneurs and investing in transformative ideas, he emphasizes scalability as a key determinant of success. Focused on fostering dynamic ecosystems, his strategic insight into market demands enables informed decision-making that promotes resilience among portfolio companies while steering them toward sustainable competitive advantage.
Capitalizing on emerging technologies, Morgan Christen identifies opportunities that leverage innovative business models to drive growth. His extensive experience in venture capital shapes a hands-on approach towards nurturing startups, particularly those that harness disruptive solutions. By prioritizing relationships with entrepreneurs and investing in transformative ideas, he emphasizes scalability as a key determinant of success. Focused on fostering dynamic ecosystems, his strategic insight into market demands enables informed decision-making that promotes resilience among portfolio companies while steering them toward sustainable competitive advantage.
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:
47.44%
Gain -0.48%
Monthly
0.41%
Yearly
5.07%
Drawdown
16.36%
$644.32M
Equity
Holdings
$644.32M
Investment
$535.65M
$105M
Profit -$2.33M
Realized
-$3.67M
Unrealized
$108.67M
Dividends
$36.93M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$2.33M
Win %
66%
This Week
Compared To Last Week
Gain
0.3%
Profit
$1.94M
Win %
66%
This Month
Compared to last month
Gain
1.68%
Profit
$10.67M
Win %
66%
This Year
Compared to last year
Gain
1.68%
Profit
$10.67M
Win %
63%
PANW Palo Alto Networks, Inc.
+6.69%
+$12,837.92 
CRWD CrowdStrike Holdings, Inc.
+6.23%
+$24,942.06 
COP ConocoPhillips
+4.13%
+$11,887.78 
MU Micron Technology Inc.
+3.36%
+$21,174.73 
ISRG Intuitive Surgical Inc.
+3.15%
+$7,414.69 
XLE State Street Energy Select Sector SPDR ETF
+2.75%
+$48,205.89 
CVX Chevron Corporation
+2.56%
+$21,328.55 
XOM ExxonMobil Holdings Corporation
+2.48%
+$16,375.24 
MLPX Global X MLP & Energy Infrastructure ETF
+2.19%
+$71,953.6 
SNOW Snowflake Inc. Common Stock
+2.1%
+$9,550.21 
LMT Lockheed Martin Corporation
+1.97%
+$7,068.52 
UMI USCF Midstream Energy Income Fund
+1.86%
+$9,265.3 
SPCX Space Exploration Technologies Corp. Class A
+1.75%
+$30,045.66 
CSCO Cisco Systems, Inc.
+1.44%
+$7,896.18 
AMAT Applied Materials Inc.
+1.25%
+$9,484.62 
BAI iShares A.I. Innovation and Tech Active ETF
+1%
+$3,664 
GNR State Street SPDR S&P Global Natural Resources ETF
+0.86%
+$4,157.02 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.83%
+$2,982.54 
MSFT Microsoft Corporation Common Stock
+0.8%
+$153,862.8 
XLK State Street Technology Select Sector SPDR ETF
+0.68%
+$2,530.11 
VGT Vanguard Information Technology ETF
+0.65%
+$1,372.91 
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund
+0.57%
+$1,162.51 
AVGO Broadcom Inc.
+0.45%
+$23,031.96 
IBIT iShares Bitcoin Trust ETF
+0.33%
+$781.49 
PSX Phillips 66
+0.29%
+$797.05 
QQQ Invesco QQQ Trust, Series 1
+0.27%
+$568.61 
ABBV AbbVie Inc.
+0.24%
+$2,375.83 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.2%
+$513.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.16%
+$597.36 
CMF iShares California Muni Bond ETF
+0.15%
+$2,659.65 
MUB iShares National Muni Bond ETF
+0.13%
+$4,010.37 
CGMU Capital Group Municipal Income ETF
+0.11%
+$1,592.01 
OPPJ WisdomTree Japan Opportunities Fund
+0.1%
+$933.36 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.07%
+$5,269.22 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$266.72 
FLXR TCW Flexible Income ETF
+0.04%
+$866.4 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$84.37 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$179.25 
TBIL F/m US Treasury 3 Month Bill Fund
+0.02%
+$1,934.08 
OBIL F/m US Treasury 12 Month Bill ETF
+0.01%
+$199.24 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$28.55 
XBIL F/m US Treasury 6 Month Bill ETF
+0.01%
+$250.58 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 BPRE
BPRE
0%
$0 6748
674870605
0%
$0 
EUAD Select STOXX Europe Aerospace & Defense ETF
-4.03%
-$15,692.7 
HSY The Hershey Company Common Stock
-3.29%
-$14,363.3 
CMG Chipotle Mexican Grill, Inc.
-2.88%
-$11,988 
PEP PepsiCo, Inc.
-2.87%
-$10,094 
PG The Procter & Gamble Company
-2.73%
-$27,000.67 
KLAR Klarna Group plc
-2.72%
-$6,625.08 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.68%
-$10,921.75 
KO The Coca-Cola Company
-2.43%
-$18,811.69 
LLY Eli Lilly and Company
-2.41%
-$14,057.89 
MCD McDonald's Corporation
-2.02%
-$6,589.2 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.97%
-$11,212.95 
ADBE Adobe Inc.
-1.94%
-$7,533.74 
VDC Vanguard Consumer Staples ETF
-1.84%
-$10,353.94 
JNJ Johnson & Johnson
-1.83%
-$34,477.95 
BX Blackstone Inc.
-1.77%
-$5,901 
MRK Merck & Co., Inc.
-1.76%
-$7,149.25 
MO Altria Group, Inc.
-1.6%
-$4,603.64 
JPM JPMorgan Chase & Co.
-1.54%
-$27,700.45 
CSX CSX Corporation
-1.54%
-$4,718.32 
KKR Korro Bio, Inc.
-1.54%
-$4,405.82 
RTX RTX Corporation
-1.46%
-$7,023.34 
V Visa Inc. Class A
-1.38%
-$7,153.5 
XLF State Street Financial Select Sector SPDR ETF
-1.29%
-$6,083.09 
PFE Pfizer Inc.
-1.27%
-$4,322.01 
SBUX Starbucks Corp.
-1.27%
-$9,441.51 
COST Costco Wholesale Corp
-1.26%
-$3,094.57 
AMGN Amgen Inc. Common Stock
-1.24%
-$13,691.85 
WMT Walmart Inc.
-1.23%
-$11,775.47 
APO Apollo Global Management Inc.
-1.18%
-$2,449.36 
TMO Thermo Fisher Scientific Inc.
-1.15%
-$2,566.2 
XLV State Street Health Care Select Sector SPDR ETF
-0.98%
-$48,997.14 
VHT Vanguard Health Care ETF
-0.97%
-$7,874.16 
XLU State Street Utilities Select Sector SPDR ETF
-0.91%
-$18,529.68 
AZN AstraZeneca PLC American Depositary Shares
-0.8%
-$4,000.62 
ARCC Ares Capital Corp.
-0.8%
-$1,525.2 
DUK Duke Energy Corporation
-0.79%
-$6,184.81 
BRK-B Berkshire Hathaway Inc.
-0.77%
-$46,377.72 
BRK-A Berkshire Hathaway Inc.
-0.77%
-$145,717.08 
VIG Vanguard Dividend Appreciation ETF
-0.76%
-$16,999.65 
VAW Vanguard Materials Index Fund ETF Shares
-0.71%
-$7,729.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.71%
-$447,545.7 
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund
-0.7%
-$10,590.94 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$1,935.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$4,636.38 
SPHQ Invesco S&P 500 Quality ETF
-0.67%
-$1,980.33 
VGK Vanguard FTSE Europe ETF
-0.67%
-$1,543.82 
TSLA Tesla, Inc.
-0.65%
-$3,447.14 
META Meta Platforms Inc Class A
-0.64%
-$3,630.51 
GLD SPDR Gold Shares
-0.63%
-$1,736.25 
IAU iShares Gold Trust
-0.61%
-$2,792.66 
JEPI JPMorgan Equity Premium Income ETF
-0.6%
-$10,246.5 
IBB iShares Biotechnology ETF
-0.59%
-$2,084.83 
VTV Vanguard Morningstar Value ETF
-0.57%
-$1,282.05 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$294,743.11 
QUS State Street SPDR MSCI USA StrategicFactors ETF
-0.56%
-$4,749.8 
IVE iShares S&P 500 Value ETF
-0.54%
-$3,797.76 
UNH UnitedHealth Group Inc.
-0.52%
-$5,142.69 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$78,458.42 
VBR Vanguard Small-Cap Value ETF
-0.5%
-$4,702.06 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$2,774.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.49%
-$79,052.38 
NLR VanEck Uranium and Nuclear ETF
-0.48%
-$2,585.88 
PM Philip Morris International Inc.
-0.47%
-$2,216.35 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.47%
-$1,208.03 
DFAW Dimensional World Equity ETF
-0.46%
-$14,222.67 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.46%
-$6,840.07 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.45%
-$1,107.69 
AAPL Apple Inc.
-0.45%
-$70,569.01 
GOOGL Alphabet Inc
-0.44%
-$6,167.59 
DFAU Dimensional U.S. Core Equity Market ETF
-0.43%
-$592,872.53 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$1,264.28 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.42%
-$2,276.73 
AMZN Amazon.com Inc
-0.4%
-$10,088 
VEA Vanguard FTSE Developed Markets ETF
-0.4%
-$4,682.7 
SCHD Schwab U.S. Dividend Equity ETF
-0.4%
-$270,577.02 
CGBL Capital Group Core Balanced ETF
-0.39%
-$1,862.38 
BLCR iShares Large Cap Core Active ETF
-0.39%
-$1,446.66 
SCHF Schwab International Equity ETF
-0.39%
-$4,887.12 
VFLO VictoryShares Free Cash Flow ETF
-0.39%
-$4,329.89 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.38%
-$9,818.07 
CAIE Calamos Autocallable Income ETF
-0.38%
-$803.6 
DIS The Walt Disney Company
-0.37%
-$1,222.62 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.37%
-$9,881.53 
UI Ubiquiti Inc.
-0.37%
-$963.6 
SCHA Schwab U.S. Small-Cap ETF
-0.37%
-$6,643.2 
VT Vanguard Total World Stock ETF
-0.36%
-$967.86 
PPA Invesco Aerospace & Defense ETF
-0.36%
-$2,240 
IVV iShares Core S&P 500 ETF
-0.36%
-$9,163.06 
GOOG Alphabet Inc
-0.36%
-$3,799.63 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.36%
-$2,914.52 
VOO Vanguard S&P 500 ETF
-0.36%
-$5,682.27 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.35%
-$1,976.19 
SPY State Street SPDR S&P 500 ETF Trust
-0.35%
-$16,323.25 
NEE NextEra Energy Inc.
-0.34%
-$753.2 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.34%
-$1,157 
IDEF iShares Defense Industrials Active ETF
-0.34%
-$696.3 
VXUS Vanguard Total International Stock ETF
-0.32%
-$1,072.98 
TLH iShares 10-20 Year Treasury Bond ETF
-0.32%
-$834.78 
BNY Bank of New York Mellon Corp.
-0.32%
-$774.64 
VTI Vanguard Total Stock Market ETF
-0.32%
-$14,613.41 
DFUS Dimensional U.S. Equity Market ETF
-0.31%
-$683.02 
CORO iShares International Country Rotation Active ETF
-0.3%
-$1,360.17 
XLSR SPDR SSGA U.S. Sector Rotation ETF
-0.29%
-$2,816.78 
SCHB Schwab U.S. Broad Market ETF
-0.29%
-$42,841.7 
FNDF Schwab Fundamental International Equity ETF
-0.29%
-$635.97 
APUE ActivePassive U.S. Equity ETF
-0.29%
-$642.6 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$5,290.67 
SPYI NEOS S&P 500 High Income ETF
-0.26%
-$1,351.48 
NVDA NVIDIA Corporation
-0.25%
-$16,605.08 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.23%
-$711.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$914.02 
SCHY Schwab International Dividend Equity ETF
-0.2%
-$2,625.28 
CGCB Capital Group Core Bond ETF
-0.2%
-$56,148.7 
VUG Vanguard Morningstar Growth ETF
-0.2%
-$3,785.39 
IVW iShares S&P 500 Growth ETF
-0.19%
-$1,463.44 
SPEM SPDR Portfolio Emerging Markets ETF
-0.17%
-$820.08 
BND Vanguard Total Bond Market ETF
-0.16%
-$567.07 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
-0.16%
-$856.56 
DFCF Dimensional Core Fixed Income ETF
-0.16%
-$729.17 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$343.87 
THRO iShares U.S. Thematic Rotation Active ETF
-0.13%
-$293.48 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$1,402.17 
RMT Royce Micro-Cap Trust, Inc.
-0.08%
-$158.77 
IGF iShares Global Infrastructure ETF
-0.07%
-$174.69 
OPPE WisdomTree European Opportunities Fund
-0.07%
-$1,861.51 
TOTL State Street DoubleLine Total Return Tactical ETF
-0.07%
-$280.57 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$287.3 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.04%
-$454.98 
JPLD JPMorgan Limited Duration Bond ETF
-0.03%
-$5,819.27 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1856 | Longs Won 960/1856 51% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,393.59 |
| Average Win $140,629.81 | Best Trade (Oct 15) $26.85M | Sharpe Ratio -10.33 |
| Average Loss -$54,995.37 | Worst Trade (Dec 30) -$4.16M | Z-Score -3.88 (100%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $56,571.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6748 674870605 | 34,708 | $46.51 | $46.51 | - | - | - | 0.0 |
| AAPL Apple Inc. | 45,382 | $8.65M | $15.73M | - | $7.08M | 81.89% | -0.447% |
| ABBV AbbVie Inc. | 3,394 | $718,508.65 | $970,310.69 | - | $251,802.04 | 35.05% | +0.245% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 4,628 | $349,969.36 | $339,695.2 | - | -$10,274.16 | -2.94% | -0.339% |
| ADBE Adobe Inc. | 1,435 | $344,313.9 | $380,705.5 | - | $36,391.6 | 10.57% | -1.94% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 75,581 | $1.93M | $1.88M | - | -$48,800.78 | -2.52% | -0.28% |
| AMAT Applied Materials Inc. | 2,018 | $463,890.17 | $767,405.04 | - | $303,514.87 | 65.43% | +1.251% |
| AMGN Amgen Inc. Common Stock | 2,467 | $719,610.79 | $1.09M | - | $370,137.12 | 51.44% | -1.241% |
| AMZN Amazon.com Inc | 10,088 | $2.23M | $2.52M | - | $289,045.25 | 12.98% | -0.399% |
| APO Apollo Global Management Inc. | 1,801 | $260,472.21 | $204,359.47 | - | -$56,112.74 | -21.54% | -1.184% |
| APUE ActivePassive U.S. Equity ETF | 4,760 | $218,388.8 | $223,648.6 | - | $5,259.8 | 2.41% | -0.287% |
| ARCC Ares Capital Corp. | 10,168 | $194,208.8 | $189,531.52 | - | -$4,677.28 | -2.41% | -0.798% |
| AVGO Broadcom Inc. | 15,884 | $2.19M | $5.16M | - | $2.97M | 135.76% | +0.449% |
| AZN AstraZeneca PLC American Depositary Shares | 2,899 | $570,023.58 | $496,279.81 | - | -$73,743.77 | -12.94% | -0.8% |
| BAI iShares A.I. Innovation and Tech Active ETF | 9,160 | $482,915.2 | $371,163.2 | - | -$111,752 | -23.14% | +0.997% |
| BLCR iShares Large Cap Core Active ETF | 7,614 | $378,758.85 | $367,147.08 | - | -$11,611.77 | -3.07% | -0.392% |
| BND Vanguard Total Bond Market ETF | 4,931 | $356,302.53 | $351,309.09 | - | -$4,993.44 | -1.4% | -0.161% |
| BNY Bank of New York Mellon Corp. | 1,684 | $241,233 | $243,944.24 | - | $2,711.24 | 1.12% | -0.317% |
| BPRE BPRE | 121,942 | $1,816.21 | $1,529.16 | - | -$287.05 | -15.8% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 23 | $18.36M | $18.73M | - | $361,626.12 | 1.97% | -0.772% |
No 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 Morgan Christen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity Market ETF - $5.63M, WisdomTree U.S. Quality Dividend Growth Fund - $4.58M, Dimensional International Core Equity Market ETF - $3.74M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $3.49M, and Schwab U.S. Dividend Equity ETF - $1.7M. 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: Vanguard Morningstar Growth ETF - $3.55M, State Street DoubleLine Total Return Tactical ETF - $2.56M, iShares Biotechnology ETF - $1.85M, Schwab U.S. Broad Market ETF - $1.78M, and Dimensional Core Fixed Income ETF - $1.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Morgan Christen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.93M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.68M, Dimensional International Core Equity Market ETF - $4.28M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $4.12M, Dimensional U.S. Core Equity Market ETF - $3.4M, and WisdomTree U.S. Quality Dividend Growth Fund - $3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Morgan Christen's monthly returns?
Morgan Christen'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 Morgan Christen's strategy be considered aggressive or moderate?
Morgan Christen'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 Morgan Christen's strategy?
Morgan Christen'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.
2026 © Marketlog. All Rights Reserved.
