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:
37.48%
Gain -0.41%
Monthly
0.42%
Yearly
5.13%
Drawdown
16.36%
$639.24M
Equity
Holdings
$639.24M
Investment
$530.91M
$103.82M
Profit -$1.98M
Realized
-$4.51M
Unrealized
$108.33M
Dividends
$35.12M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.98M
Win %
67%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$7.39M
Win %
67%
This Month
Compared to last month
Gain
-0.81%
Profit
-$5.24M
Win %
67%
This Year
Compared to last year
Gain
2.67%
Profit
$16.61M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$349,001.74 
OPTT Ocean Power Technologies Inc.
+12.5%
+$20,824.81 
GOOG Alphabet Inc
+6.88%
+$73,435.09 
GOOGL Alphabet Inc
+6.73%
+$106,934.73 
APO Apollo Global Management, Inc.
+4.44%
+$9,708.12 
META Meta Platforms Inc Class A
+3.28%
+$21,339.75 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,084.32 
MSFT Microsoft Corp.
+3.02%
+$510,163.97 
NVDA NVIDIA Corporation
+2.93%
+$176,650.49 
CVX Chevron Corporation
+2.35%
+$15,435.8 
CSCO Cisco Systems, Inc.
+2.14%
+$12,390.57 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,047.9 
LMT Lockheed Martin Corporation
+1.5%
+$4,841.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,786.56 
GE General Electric Company
+1.42%
+$3,018 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$3,477.77 
WD Walker & Dunlop Inc.
+1.26%
+$7,921.74 
COP ConocoPhillips
+1.22%
+$2,875.35 
WFC Wells Fargo & Company
+1.19%
+$2,833.56 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,294.16 
AMAT Applied Materials, Inc.
+1.18%
+$12,336.94 
VUG Vanguard Growth ETF
+1.1%
+$20,862.69 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$7,240 
XLE Energy Select Sector SPDR Fund
+1%
+$14,273.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,498.48 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,248.84 
GEV GE Vernova Inc.
+0.85%
+$1,753.41 
MCD McDonald's Corporation
+0.82%
+$2,945.81 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$6,560.34 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,624.66 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$22,886.22 
TSLA Tesla, Inc.
+0.76%
+$3,870.37 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,000.62 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$32,061.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,292.4 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2,130.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,720 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,332 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$3,403.74 
APUE ActivePassive U.S. Equity ETF
+0.63%
+$1,410.85 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$2,614.28 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$5,191.18 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$87,832.54 
MO Altria Group, Inc.
+0.57%
+$1,511.25 
DGRE WisdomTree Emerging Markets Fund
+0.57%
+$1,167.91 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$740,614.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$24,975.56 
STX Seagate Technology Holdings plc
+0.52%
+$979 
PSX Phillips 66
+0.51%
+$2,198.84 
UMI USCF Midstream Energy Income Fund
+0.5%
+$2,543.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$301,899.8 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$810.12 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$9,071.4 
KKR KKR & Co. Inc.
+0.45%
+$1,416.15 
CSX CSX Corporation
+0.42%
+$1,279.53 
PFE Pfizer Inc.
+0.4%
+$2,281 
RTX RTX Corporation
+0.39%
+$2,129.4 
AVGO Broadcom Inc.
+0.37%
+$22,442.4 
PG Procter & Gamble Co
+0.37%
+$3,301.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$20,504.64 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$8,755.98 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,909.38 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$933.47 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$2,522.2 
MRK Merck & Co., Inc.
+0.32%
+$1,095.14 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$7,291.98 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$797.87 
JPM JPMorgan Chase & Co.
+0.27%
+$5,065.66 
VT Vanguard Total World Stock ETF
+0.26%
+$678.14 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$2,511.84 
DFAW Dimensional World Equity ETF
+0.22%
+$6,997.14 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$37,029.77 
JNJ Johnson & Johnson
+0.21%
+$3,856.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$116,016.24 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$435.25 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$5,210.16 
EUAD STOXX Europe Aerospace & Defense ETF
+0.13%
+$724.26 
WMT Walmart Inc.
+0.09%
+$856.82 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$3,005.12 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$1,737.15 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$5,380.41 
DIS The Walt Disney Company
+0.03%
+$91.62 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$138.42 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$119.82 
TOMZ Tomi Environmental Solutions Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.15M 
MU Micron Technology, Inc.
-5.9%
-$38,825.72 
ABBV AbbVie Inc.
-2.51%
-$23,143.19 
VAW Vanguard Materials ETF
-2.38%
-$22,577.94 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,659.05 
IBB iShares Biotechnology ETF
-1.87%
-$6,017.27 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,059.93 
SNOW Snowflake Inc.
-1.62%
-$7,080.59 
GLD SPDR Gold Shares
-1.49%
-$4,170.03 
IAU iShares Gold Trust
-1.46%
-$6,877.18 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$10,776.72 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$10,156.14 
HSY The Hershey Company
-1.23%
-$5,432.55 
MDLZ Mondelez International, Inc.
-1.22%
-$4,770.93 
FGDL Franklin Responsibly Sourced Gold ETF
-1.15%
-$3,881.44 
NEE NextEra Energy, Inc.
-1.15%
-$2,799.72 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$5,027.1 
INTC Intel Corporation
-1.02%
-$1,551.24 
KO The Coca-Cola Company
-1.02%
-$7,920 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,928.3 
XOM Exxon Mobil Corporation
-0.97%
-$6,317.37 
VHT Vanguard Health Care ETF
-0.76%
-$5,543.44 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,849.52 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$10,822.73 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,370.31 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,801.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$13,726.8 
DUK Duke Energy Corporation
-0.67%
-$5,295.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,260.97 
CGCB Capital Group Core Bond ETF
-0.66%
-$197,343.99 
AMGN Amgen Inc.
-0.64%
-$6,321.55 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$340,543.26 
PM Philip Morris International Inc.
-0.61%
-$5,696.99 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$22,722.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,312.97 
RMT Royce Micro-Cap Trust, Inc.
-0.58%
-$1,270.16 
SCHF Schwab International Equity ETF
-0.58%
-$7,830.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,770.44 
LLY Eli Lilly and Company
-0.53%
-$2,899.49 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,700.65 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,640.52 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$6,462.24 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,408.4 
PEP PepsiCo, Inc.
-0.46%
-$3,600.64 
CGMU Capital Group Municipal Income ETF
-0.44%
-$5,824.56 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,055.6 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$2,283.28 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7,318.35 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,362.42 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$1,303.68 
KLAR Klarna Group Plc
-0.32%
-$714.18 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$839.7 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$1,859.04 
IGF iShares Global Infrastructure ETF
-0.28%
-$737.58 
VTV Vanguard Value ETF
-0.27%
-$609.46 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$598.92 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$605.72 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$42,519.42 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.26%
-$1,031.68 
BX Blackstone Inc.
-0.25%
-$975.38 
COST Costco Wholesale Corporation
-0.24%
-$547.19 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$611.51 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$629.77 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,857.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,496.24 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$792.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$645.3 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,300.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,865.28 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,288.32 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$26,898.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$967.56 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.16%
-$2,247.68 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
-0.16%
-$1,004.55 
FLXR TCW Flexible Income ETF
-0.15%
-$3,154.86 
STZ Constellation Brands, Inc.
-0.12%
-$226.95 
MUB iShares National Muni Bond ETF
-0.11%
-$3,324.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$499.98 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$204.35 
BINC iShares Flexible Income Active ETF
-0.08%
-$164.32 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$2,057.21 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$333.29 
CGBL Capital Group Core Balanced ETF
-0.05%
-$276.3 
CMF iShares California Muni Bond ETF
-0.05%
-$758.37 
VO Vanguard Mid-Cap ETF
-0.05%
-$120.96 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$191.53 
V Visa Inc. Class A
-0.04%
-$171.07 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.02%
-$2,974.91 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$42.02 Events
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Dividends
Dividend Analysis
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| Trades 1696 | Longs Won 871/1696 51% | Profit Factor 2.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $822,163.36 |
| Average Win $153,235.44 | Best Trade (Aug 14) $27.74M | Sharpe Ratio -10.04 |
| Average Loss -$59,295.87 | Worst Trade (Dec 30) -$4.16M | Z-Score -4.66 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $61,213.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 46,933 | $8.92M | $14.5M | - | $5.58M | 62.62% | -7.354% |
| ABBV AbbVie Inc. | 3,577 | $751,832.95 | $897,612.38 | - | $145,779.43 | 19.39% | -2.513% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 75,595 | $1.93M | $1.93M | - | -$4,966.32 | -0.26% | +0.472% |
| AMAT Applied Materials, Inc. | 2,091 | $478,944.96 | $1.06M | - | $582,593.03 | 121.64% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 396 | $230,040.35 | $188,555.4 | - | -$41,484.95 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 2,549 | $742,925.03 | $981,772.84 | - | $238,847.81 | 32.15% | -0.64% |
| AMZN Amazon.com Inc | 9,673 | $2.12M | $2.63M | - | $503,690.3 | 23.72% | +15.321% |
| APO Apollo Global Management, Inc. | 1,818 | $262,933.13 | $228,322.62 | - | -$34,610.51 | -13.16% | +4.441% |
| APUE ActivePassive U.S. Equity ETF | 4,865 | $223,206.2 | $224,373.8 | - | $1,167.6 | 0.52% | +0.633% |
| AVGO Broadcom Inc. | 15,585 | $2.08M | $6.07M | - | $3.98M | 191.32% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 2,899 | $570,023.58 | $491,786.36 | - | -$78,237.22 | -13.73% | -0.992% |
| BAI iShares A.I. Innovation and Tech Active ETF | 10,055 | $530,099.6 | $415,673.7 | - | -$114,425.9 | -21.59% | +0.633% |
| BINC iShares Flexible Income Active ETF | 4,108 | $213,411.26 | $213,574.92 | - | $163.66 | 0.08% | -0.077% |
| BLCR iShares Large Cap Core ACT ETF | 5,434 | $272,026.05 | $264,364.1 | - | -$7,661.95 | -2.82% | +1.333% |
| BND Vanguard Total Bond Market Index Fund | 3,188 | $234,031.08 | $230,269.24 | - | -$3,761.84 | -1.61% | -0.262% |
| BNY BlackRock New York Municipal Income Trust | 1,741 | $249,398.25 | $272,170.53 | - | $22,772.28 | 9.13% | +0.16% |
| BPRE BPRE | 141,008 | $2,102.2 | $2,115.12 | - | $12.92 | 0.61% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 23 | $18.36M | $17.63M | - | -$732,356.8 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 11,024 | $5.15M | $5.64M | - | $486,855.4 | 9.45% | +0.365% |
| BX Blackstone Inc. | 3,048 | $444,129.83 | $389,382 | - | -$54,747.83 | -12.33% | -0.25% |
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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 - $4.37M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $3.56M, 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 - $2.55M, 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 $35.12M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.16M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $4.09M, Dimensional International Core Equity Market ETF - $4.05M, 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.
