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:
30.12%
Gain +0.14%
Monthly
0.37%
Yearly
4.58%
Drawdown
16.33%
$624.08M
Equity
Holdings
$624.08M
Investment
$530.91M
$89.39M
Profit +$588,258.06
Realized
-$3.79M
Unrealized
$93.18M
Dividends
$34.36M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$588,258.06
Win %
63%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$533,310.42
Win %
63%
This Month
Compared to last month
Gain
0.23%
Profit
$1.46M
Win %
63%
This Year
Compared to last year
Gain
0.23%
Profit
$1.46M
Win %
63%
AMD Advanced Micro Devices, Inc.
+3.58%
+$7,025.04 
INTC Intel Corporation
+3.3%
+$5,237.52 
MU Micron Technology, Inc.
+2.8%
+$17,874.97 
STX Seagate Technology Holdings plc
+2.69%
+$4,658.5 
AVGO Broadcom Inc.
+2.24%
+$129,433.43 
SNOW Snowflake Inc.
+1.79%
+$7,058.55 
GEV GE Vernova Inc.
+1.71%
+$3,821.21 
MSFT Microsoft Corp.
+1.71%
+$251,523.76 
GOOG Alphabet Inc
+1.53%
+$16,976.07 
GOOGL Alphabet Inc
+1.46%
+$24,128.13 
PSX Phillips 66
+1.42%
+$5,985.84 
COP ConocoPhillips
+1.29%
+$2,934.84 
CVX Chevron Corporation
+1.19%
+$7,598.41 
TRFK Pacer Data and Digital Revolution ETF
+1.11%
+$1,884 
XOM Exxon Mobil Corporation
+0.9%
+$5,491.57 
BAI iShares A.I. Innovation and Tech Active ETF
+0.89%
+$3,820.9 
XLE Energy Select Sector SPDR Fund
+0.83%
+$11,612.16 
AMZN Amazon.com Inc
+0.77%
+$18,475.43 
NLR VanEck Uranium and Nuclear ETF
+0.68%
+$4,686.43 
MTUM iShares MSCI USA Momentum Factor ETF
+0.65%
+$1,902.21 
V Visa Inc. Class A
+0.64%
+$2,798.38 
RTX RTX Corporation
+0.64%
+$3,118.05 
XAR SPDR S&P Aerospace & Defense ETF
+0.6%
+$17,531.07 
KLAR Klarna Group Plc
+0.59%
+$1,309.33 
STZ Constellation Brands, Inc.
+0.58%
+$1,172.58 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$2,023.42 
DUK Duke Energy Corporation
+0.5%
+$3,908.48 
HSY The Hershey Company
+0.47%
+$2,018.52 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$2,428.96 
IALT iShares Systematic Alternatives Active ETF
+0.44%
+$16,281.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$3,314.62 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$856.38 
OPPJ WisdomTree Japan Opportunities Fund
+0.4%
+$2,856.48 
DGRE WisdomTree Emerging Markets Fund
+0.38%
+$767.79 
MLPX Global X MLP & Energy Infrastructure ETF
+0.37%
+$9,035.64 
META Meta Platforms Inc Class A
+0.35%
+$2,757.99 
BLCR iShares Large Cap Core ACT ETF
+0.27%
+$706.42 
NVDA NVIDIA Corporation
+0.26%
+$16,396.92 
UMI USCF Midstream Energy Income Fund
+0.24%
+$1,235.65 
VUG Vanguard Growth ETF
+0.22%
+$4,262.27 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.2%
+$5,253.66 
BNY BlackRock New York Municipal Income Trust
+0.17%
+$478.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$803.3 
VFLO VictoryShares Free Cash Flow ETF
+0.14%
+$1,360.58 
KO The Coca-Cola Company
+0.14%
+$967.12 
LMT Lockheed Martin Corporation
+0.11%
+$325.38 
THRO iShares U.S. Thematic Rotation Active ETF
+0.06%
+$147.95 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$7,260.64 
SPEM SPDR Portfolio Emerging Markets ETF
+0.04%
+$185.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$215.68 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$27.99 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$434.26 
XLSR SPDR SSGA US Sector Rotation ETF
+0.01%
+$68.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$34.6 
BPRE
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TOMZ Tomi Environmental Solutions Inc.
-17.65%
-$8,736.08 
HONA Honeywell Aerospace Inc.
-5.42%
-$10,864.08 
KKR KKR & Co. Inc.
-3.82%
-$12,147.42 
OPTT Ocean Power Technologies Inc.
-3.06%
-$6,247.44 
BX Blackstone Inc.
-2.77%
-$10,698.48 
WD Walker & Dunlop Inc.
-2.67%
-$17,057.29 
TSLA Tesla, Inc.
-2.52%
-$15,709.08 
GE General Electric Company
-2.44%
-$5,099.99 
APO Apollo Global Management, Inc.
-2.39%
-$5,226.75 
AZN AstraZeneca PLC American Depositary Shares
-2.26%
-$11,059.66 
AAPL Apple Inc.
-2.09%
-$327,591.87 
MRK Merck & Co., Inc.
-2.08%
-$7,078.15 
LLY Eli Lilly and Company
-2.04%
-$11,366.2 
CSX CSX Corporation
-1.72%
-$5,331.37 
PEP PepsiCo, Inc.
-1.68%
-$12,939.24 
WMT Walmart Inc.
-1.66%
-$16,279.2 
JNJ Johnson & Johnson
-1.43%
-$26,326.82 
MDLZ Mondelez International, Inc.
-1.38%
-$5,204.64 
DIS The Walt Disney Company
-1.35%
-$4,016.01 
WFC Wells Fargo & Company
-1.22%
-$2,972.46 
NEE NextEra Energy, Inc.
-1.15%
-$2,827.44 
PFE Pfizer Inc.
-1.14%
-$6,500.85 
IBB iShares Biotechnology ETF
-1.05%
-$3,364.59 
VAW Vanguard Materials ETF
-1.03%
-$9,604.98 
EUAD STOXX Europe Aerospace & Defense ETF
-0.98%
-$4,949.11 
PG Procter & Gamble Co
-0.96%
-$9,002.35 
VGK Vanguard FTSE Europe ETF
-0.89%
-$2,071.61 
VHT Vanguard Health Care ETF
-0.87%
-$6,277.85 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$31,389.5 
PANW Palo Alto Networks, Inc.
-0.81%
-$3,329.13 
JPM JPMorgan Chase & Co.
-0.77%
-$14,227.01 
SCHY Schwab International Dividend Equity ETF
-0.77%
-$10,097.25 
COST Costco Wholesale Corporation
-0.77%
-$1,729.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$6,411.9 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$2,481.84 
XLU Utilities Select Sector SPDR Fund
-0.64%
-$12,845.63 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$13,718.16 
TLH iShares 10-20 Year Treasury Bond ETF
-0.61%
-$1,931.4 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$3,237.8 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$309,009.19 
VDC VANGUARD CONSUMER STAPLES ETF
-0.58%
-$3,254.86 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$1,799.53 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$3,564.43 
PM Philip Morris International Inc.
-0.54%
-$5,021.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$2,333.1 
ABBV AbbVie Inc.
-0.52%
-$4,721.64 
AMGN Amgen Inc.
-0.51%
-$4,792.12 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$79,735.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$5,484.4 
OPPE WisdomTree European Opportunities Fund
-0.5%
-$12,745.77 
UNH UnitedHealth Group Incorporated
-0.5%
-$5,103.49 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$1,261.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.49%
-$2,246.88 
FNDF Schwab Fundamental International Large Company Index ETF
-0.48%
-$1,046.27 
GNR SPDR S&P Global Natural Resources ETF
-0.48%
-$2,159.07 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$299,708.62 
MCD McDonald's Corporation
-0.45%
-$1,613.51 
CSCO Cisco Systems, Inc.
-0.45%
-$2,549.5 
SCHF Schwab International Equity ETF
-0.42%
-$5,608.52 
XLF Financial Select Sector SPDR Fund
-0.4%
-$1,874.92 
CORO Ishares International Country Rotational Active ETF
-0.4%
-$1,008.7 
VTV Vanguard Value ETF
-0.39%
-$878.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$2,105.1 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.36%
-$1,916.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.36%
-$5,681.39 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.35%
-$984 
GDE WisdomTree Efficient Gold Plus
-0.34%
-$5,165.37 
DFAW Dimensional World Equity ETF
-0.33%
-$10,495.71 
CGCB Capital Group Core Bond ETF
-0.33%
-$98,671.99 
RMT Royce Micro-Cap Trust, Inc.
-0.32%
-$714.47 
AMAT Applied Materials, Inc.
-0.32%
-$3,533.79 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.32%
-$2,140 
IGF iShares Global Infrastructure ETF
-0.31%
-$815.22 
QUS SPDR MSCI USA StrategicFactors ETF
-0.31%
-$2,339.1 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.31%
-$1,951.44 
SCHM Schwab U.S. Mid-Cap ETF
-0.3%
-$49,605.99 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$1,936.5 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$5,131.83 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$648.83 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$173,431.8 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$1,019.16 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$645.57 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$788.7 
DFGP Dimensional Global Core Fixed Income Fund
-0.26%
-$950.6 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,117.55 
VO Vanguard Mid-Cap ETF
-0.24%
-$589.68 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.23%
-$611.55 
GLD SPDR Gold Shares
-0.21%
-$586.18 
IAU iShares Gold Trust
-0.2%
-$943.33 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.2%
-$3,855.34 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.2%
-$2,803.98 
VT Vanguard Total World Stock ETF
-0.18%
-$454.85 
FLXR TCW Flexible Income ETF
-0.17%
-$3,417.76 
SPHQ Invesco S&P 500 Quality ETF
-0.17%
-$492.94 
MUB iShares National Muni Bond ETF
-0.16%
-$4,847.85 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
-0.16%
-$1,002.01 
DFAU Dimensional US Core Equity Market ETF
-0.15%
-$211,604.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$314.29 
MO Altria Group, Inc.
-0.14%
-$387.5 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$2,533.28 
APUE ActivePassive U.S. Equity ETF
-0.13%
-$291.9 
CGMU Capital Group Municipal Income ETF
-0.13%
-$1,698.83 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$18,083.17 
CGBL Capital Group Core Balanced ETF
-0.12%
-$621.67 
BINC iShares Flexible Income Active ETF
-0.1%
-$225.94 
CMF iShares California Muni Bond ETF
-0.1%
-$1,390.35 
FGDL Franklin Responsibly Sourced Gold ETF
-0.09%
-$308.05 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$12,105.32 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$383.06 
DFUS Dimensional U.S. Equity Market ETF
-0.08%
-$247.32 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.07%
-$10,412.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$2,939.26 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$2,521.68 
VOO Vanguard S&P 500 ETF
-0.05%
-$678.76 
IVV iShares Core S&P 500 ETF
-0.04%
-$920 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,598.48 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.02%
-$79.36 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$41.6 
TBIL US Treasury 3 Month Bill ETF
-0.02%
-$1,502.56 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$123.78 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$27.54 
SPYI NEOS S&P 500 High Income ETF
-0.01%
-$50.05 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1696 | Longs Won 832/1696 49% | Profit Factor 2.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $754,946.41 |
| Average Win $144,264.71 | Best Trade (Jul 22) $24.67M | Sharpe Ratio -10.1 |
| Average Loss -$57,795.99 | Worst Trade (Dec 30) -$4.16M | Z-Score -4.92 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $52,706.65 |
| 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 | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 US Core Equity Market ETF - $5.15M, WisdomTree U.S. Quality Dividend Growth Fund - $4.33M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $3.46M, Dimensional International Core Equity Market ETF - $3.43M, and Broadcom Inc - $1.57M. 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: Vanguard Growth ETF - $3.56M, SPDR DoubleLine Total Return Tactical ETF - $2.56M, Schwab U.S. Broad Market ETF - $1.93M, iShares Biotechnology ETF - $1.85M, 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 $34.36M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.16M, Dimensional International Core Equity Market ETF - $4.05M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $3.99M, Dimensional US Core Equity Market ETF - $3.08M, and SPDR DoubleLine Total Return Tactical ETF - $2.99M. 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.
