MC
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:
31.31%
Gain +1.21%
Monthly
0.33%
Yearly
4.08%
Drawdown
15.28%
$528.03M
Equity
Holdings
$528.03M
Investment
$414.73M
$109.96M
Profit +$7.18M
Realized
-$3.34M
Unrealized
$113.3M
Dividends
$33.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.21%
Profit
$7.18M
Win %
75%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$7.07M
Win %
75%
This Month
Compared to last month
Gain
-1.22%
Profit
-$6.5M
Win %
75%
This Year
Compared to last year
Gain
1.8%
Profit
$7.52M
Win %
73%
AMAT Applied Materials, Inc.
+11.39%
+$113,409.86 
MU Micron Technology, Inc.
+11.38%
+$64,246.33 
OPTT Ocean Power Technologies Inc.
+7.99%
+$22,490.78 
XAR SPDR S&P Aerospace & Defense ETF
+6.58%
+$184,871.6 
HON Honeywell International Inc.
+6.56%
+$43,389 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.03%
+$33,720 
AMGN Amgen Inc.
+4.97%
+$40,686.84 
NLR VanEck Uranium and Nuclear ETF
+4.67%
+$27,243 
TSLA Tesla, Inc.
+4.56%
+$16,833.52 
LMT Lockheed Martin Corporation
+4.4%
+$12,006.8 
GDE WisdomTree Efficient Gold Plus
+4.3%
+$58,130.8 
RTX RTX Corporation
+3.83%
+$16,313.2 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$13,763.08 
AVGO Broadcom Inc.
+3.69%
+$222,183 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$26,832.53 
SCHF Schwab International Equity ETF
+3.65%
+$39,426.07 
EUAD STOXX Europe Aerospace & Defense ETF
+3.6%
+$17,291.75 
VAW Vanguard Materials ETF
+3.42%
+$25,714.68 
SCHA Schwab U.S. Small-Cap ETF
+3.41%
+$55,282.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.27%
+$51,466.88 
VGK Vanguard FTSE Europe ETF
+3.22%
+$7,362.81 
GLD SPDR Gold Shares
+3.21%
+$6,158.57 
KLAR Klarna Group Plc
+3.14%
+$5,842.48 
IAU iShares Gold Trust
+3.13%
+$9,124.57 
SCHM Schwab U.S. Mid-Cap ETF
+2.93%
+$423,723.93 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.8%
+$10,058 
IBB iShares Biotechnology ETF
+2.79%
+$7,847.85 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$8,256.75 
OPPE WisdomTree European Opportunities Fund
+2.76%
+$60,815.8 
IBIT iShares Bitcoin Trust
+2.75%
+$5,679.98 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$1.21M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$7,333.8 
VT Vanguard Total World Stock ETF
+2.43%
+$6,040.53 
HD The Home Depot, Inc.
+2.42%
+$14,023.54 
HSY The Hershey Company
+2.42%
+$10,640.08 
CSCO Cisco Systems, Inc.
+2.4%
+$13,232.55 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$8,385.77 
LLY Eli Lilly and Company
+2.37%
+$7,710.56 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$309,228.81 
NVDA NVIDIA Corporation
+2.32%
+$114,299.51 
PFE Pfizer Inc.
+2.29%
+$6,200.41 
CSX CSX Corporation
+2.2%
+$5,530.44 
DFAW Dimensional World Equity ETF
+2.17%
+$57,482.03 
DFUS Dimensional U.S. Equity Market ETF
+1.96%
+$5,739.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$18,666.06 
DIS The Walt Disney Company
+1.92%
+$4,091.3 
VFLO VictoryShares Free Cash Flow ETF
+1.92%
+$18,991.94 
RMT Royce Micro-Cap Trust, Inc.
+1.92%
+$4,128.02 
VUG Vanguard Growth ETF
+1.88%
+$33,912 
DFAU Dimensional US Core Equity Market ETF
+1.88%
+$2.16M 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$252,484.99 
SCHY Schwab International Dividend Equity ETF
+1.85%
+$24,031.46 
CGBL Capital Group Core Balanced ETF
+1.84%
+$9,177.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$42,110.47 
GNR SPDR S&P Global Natural Resources ETF
+1.77%
+$7,959.57 
IVV iShares Core S&P 500 ETF
+1.74%
+$4,295.99 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$42,098.03 
VOO Vanguard S&P 500 ETF
+1.7%
+$11,110.09 
BX Blackstone Inc.
+1.66%
+$6,081.39 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+1.61%
+$24,759.02 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$8,619.24 
SPYI NEOS S&P 500 High Income ETF
+1.56%
+$8,108.91 
MRK Merck & Co., Inc.
+1.45%
+$3,811.2 
JPM JPMorgan Chase & Co.
+1.43%
+$20,932.51 
AMZN Amazon.com Inc
+1.4%
+$20,854.96 
IALT iShares Systematic Alternatives Active ETF
+1.32%
+$5,719.46 
IGF iShares Global Infrastructure ETF
+1.29%
+$3,299.69 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$27,243.16 
YUM Yum! Brands, Inc.
+1.27%
+$2,538.24 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$2,930.24 
VHT Vanguard Health Care ETF
+1.21%
+$6,506.68 
AAPL Apple Inc.
+1.19%
+$147,454.98 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$16,887.96 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.96%
+$517,308.61 
MCD McDonald's Corporation
+0.93%
+$3,516.32 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$29,485.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$497,494.71 
GBDC Golub Capital BDC, Inc.
+0.87%
+$2,473.88 
XLF Financial Select Sector SPDR Fund
+0.72%
+$2,974.87 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$2,895.66 
SRE Sempra
+0.56%
+$9,637.49 
CGCB Capital Group Core Bond ETF
+0.56%
+$140,377.4 
GOOG Alphabet Inc
+0.54%
+$3,936.78 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.5%
+$2,047.69 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$198.11 
STZ Constellation Brands, Inc.
+0.33%
+$706.88 
FLXR TCW Flexible Income ETF
+0.32%
+$1,767 
BINC iShares Flexible Income Active ETF
+0.32%
+$644.49 
PMT Pennymac Mortgage Investment Trust
+0.25%
+$1,190.7 
ARCC Ares Capital Corporation
+0.24%
+$695.35 
MUB iShares National Muni Bond ETF
+0.23%
+$5,936.75 
ISRG Intuitive Surgical, Inc.
+0.21%
+$441.77 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$1,220.44 
XLU Utilities Select Sector SPDR Fund
+0.17%
+$2,713.87 
GOOGL Alphabet Inc
+0.16%
+$1,822.94 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$326.08 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
+0.14%
+$1,413.58 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
+0.14%
+$687.96 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$22,678 
CGMU Capital Group Municipal Income ETF
+0.13%
+$1,994.72 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.13%
+$32,609.64 
ABBV AbbVie Inc.
+0.11%
+$691.5 
JNJ Johnson & Johnson
+0.09%
+$1,312.23 
KKR KKR & Co. Inc.
+0.08%
+$261.53 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$161.55 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$1,367.8 
CMF iShares California Muni Bond ETF
+0.04%
+$343.04 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$82.29 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$933.27 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$89.62 
SHV iShares Short Treasury Bond ETF
+0.01%
+$122.43 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$56.8 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
AZN
0%
$0 
BPRE
0%
$0 
FGLD Franklin Responsibly Sourced Gold ETF
0%
$0 
SAFE
0%
$0 
SNOW
0%
$0 
ADBE Adobe Inc.
-6.23%
-$18,772.76 
TOMZ Tomi Environmental Solutions Inc.
-5.82%
-$720.69 
COP ConocoPhillips
-3.69%
-$7,513.28 
INTU Intuit Inc.
-2.71%
-$4,288.9 
XOM Exxon Mobil Corporation
-2.61%
-$14,218.74 
FANG Diamondback Energy Inc
-2.51%
-$5,600.48 
MO Altria Group, Inc.
-2.37%
-$6,612.09 
CVX Chevron Corporation
-2.01%
-$8,659.94 
XLE Energy Select Sector SPDR Fund
-1.97%
-$20,980.98 
MSFT Microsoft Corp.
-1.85%
-$290,655.35 
ACN Accenture plc Class A
-1.58%
-$5,324.4 
MDLZ Mondelez International, Inc.
-1.28%
-$4,954.44 
KO The Coca-Cola Company
-1.18%
-$7,528.35 
V Visa Inc. Class A
-1.1%
-$3,567.11 
PM Philip Morris International Inc.
-1.04%
-$4,202 
UMI USCF Midstream Energy Income Fund
-0.85%
-$4,287.31 
DUK Duke Energy Corporation
-0.67%
-$5,252.16 
MLPX Global X MLP & Energy Infrastructure ETF
-0.61%
-$11,017.37 
META Meta Platforms Inc Class A
-0.55%
-$2,720.74 
UNH UnitedHealth Group Incorporated
-0.47%
-$4,352.62 
PEP PepsiCo, Inc.
-0.42%
-$1,771.23 
PG Procter & Gamble Co
-0.41%
-$3,780.42 
FNV Franco-Nevada Corporation
-0.27%
-$464.56 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$1,254.6 
VDC VANGUARD CONSUMER STAPLES ETF
-0.18%
-$1,018.92 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.15%
-$311.77 
WMT Walmart Inc.
-0.14%
-$1,207.5 
NEE NextEra Energy, Inc.
-0.11%
-$229.33 
BRK-B Berkshire Hathaway Inc.
0%
-$109.14 Events
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Dividends
Dividend Analysis
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| Trades 1524 | Longs Won 898/1524 58% | Profit Factor 4.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,693.05 |
| Average Win $156,344.39 | Best Trade (Jun 11) $10.71M | Sharpe Ratio -12.92 |
| Average Loss -$48,628.13 | Worst Trade (Jun 30) -$2.39M | Z-Score 5.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $72,149.64 |
| 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 | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
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Returns
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Option values are updated at end of day.
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