C. Eric Christiansen Portfolio
Invests via Quantum Financial Planning Services Inc. | Managed by C. Eric Christiansen
Invests via Quantum Financial Planning Services Inc.
Managed by C. Eric Christiansen
Automatically Tracked
Veteran private equity and operational leader with extensive experience in healthcare and business services investing, focusing on growth buyouts, carve-outs and operational turnaround. C. Eric Christiansen has led deal sourcing, portfolio management and board-level value creation initiatives at mid-market firms, emphasizing margin expansion and revenue acceleration. Known for hands-on operational improvement, capital structure optimization and strategic M&A, he advises sponsors and management teams on scaling platform businesses and exit preparation.
Veteran private equity and operational leader with extensive experience in healthcare and business services investing, focusing on growth buyouts, carve-outs and operational turnaround. C. Eric Christiansen has led deal sourcing, portfolio management and board-level value creation initiatives at mid-market firms, emphasizing margin expansion and revenue acceleration. Known for hands-on operational improvement, capital structure optimization and strategic M&A, he advises sponsors and management teams on scaling platform businesses and exit preparation.
Investment Philosophy & Strategy
Veteran private equity and operational leader with extensive experience in healthcare and business services investing, focusing on growth buyouts, carve-outs and operational turnaround. C. Eric Christiansen has led deal sourcing, portfolio management and board-level value creation initiatives at mid-market firms, emphasizing margin expansion and revenue acceleration. Known for hands-on operational improvement, capital structure optimization and strategic M&A, he advises sponsors and management teams on scaling platform businesses and exit preparation.
Veteran private equity and operational leader with extensive experience in healthcare and business services investing, focusing on growth buyouts, carve-outs and operational turnaround. C. Eric Christiansen has led deal sourcing, portfolio management and board-level value creation initiatives at mid-market firms, emphasizing margin expansion and revenue acceleration. Known for hands-on operational improvement, capital structure optimization and strategic M&A, he advises sponsors and management teams on scaling platform businesses and exit preparation.
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:
20.37%
Gain -0.41%
Monthly
0.86%
Yearly
10.9%
Drawdown
11.65%
$325.22M
Equity
Holdings
$325.22M
Investment
$288.63M
$38.03M
Profit -$761,439.31
Realized
$1.44M
Unrealized
$36.59M
Dividends
$9.39M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$761,439.31
Win %
70%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$2.56M
Win %
70%
This Month
Compared to last month
Gain
0.22%
Profit
$718,986.24
Win %
70%
This Year
Compared to last year
Gain
0.82%
Profit
$2.65M
Win %
70%
VRME VerifyMe Inc.
+10.32%
+$58,333.8 
ET Energy Transfer L.P.
+1.33%
+$2,650 
HD The Home Depot, Inc.
+1.19%
+$3,987.53 
WES Western Midstream Partners, LP
+1.17%
+$4,120 
COST Costco Wholesale Corporation
+1.12%
+$20,783.53 
XOM Exxon Mobil Corporation
+0.98%
+$4,637.15 
MPLX MPLX LP
+0.96%
+$2,907.3 
AAPL Apple Inc.
+0.82%
+$25,537.92 
LLY Eli Lilly and Company
+0.78%
+$21,356.08 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$4,410.84 
CSRE Cohen & Steers Real Estate Active ETF
+0.64%
+$3,536.22 
DFIC Dimensional International Core Equity Market ETF
+0.55%
+$174,285.05 
GBCI Glacier Bancorp Inc.
+0.45%
+$1,989.97 
FENI Fidelity Enhanced International ETF
+0.26%
+$1,037.61 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.24%
+$2,465.32 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.2%
+$3,841.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$939.37 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$1,078.9 
DFAT Dimensional US Targeted Value ETF
+0.15%
+$12,043.1 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.07%
+$561.61 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$160.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$34,648.8 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$253.95 
VCRB Vanguard Core Bond ETF
+0.04%
+$11,633.28 
NVDA NVIDIA Corporation
+0.04%
+$352.4 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$361.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$326.37 
PLTR Palantir Technologies Inc.
-6.44%
-$31,552.04 
INTC Intel Corporation
-4.32%
-$12,578.36 
MU Micron Technology, Inc.
-3.97%
-$15,699.5 
ORCL Oracle Corporation
-3.73%
-$11,835.4 
MSFT Microsoft Corp.
-2.04%
-$51,758.01 
GOOGL Alphabet Inc
-1.63%
-$22,117.92 
GOOG Alphabet Inc
-1.48%
-$16,234.47 
NULG Nuveen ESG Large-Cap Growth ETF
-1.39%
-$5,172.96 
VONG Vanguard Russell 1000 Growth Fund
-1.37%
-$2,964.15 
VUG Vanguard Growth ETF
-1.29%
-$958,096.2 
IBIT iShares Bitcoin Trust
-1.28%
-$4,712.99 
TSLA Tesla, Inc.
-1.18%
-$2,904.33 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.08%
-$2,252.05 
VB Vanguard Small-Cap ETF
-0.93%
-$1,870.64 
ESGV Vanguard ESG U.S. Stock ETF
-0.91%
-$7,214.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$2,191.24 
AMZN Amazon.com Inc
-0.66%
-$11,952.12 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.65%
-$4,171.44 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$1,954.15 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,709.7 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,471.53 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,015.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$292,460 
VSGX Vanguard ESG International Stock ETF
-0.45%
-$1,418.28 
CGDV Capital Group Dividend Value ETF
-0.41%
-$38,801.17 
CGBL Capital Group Core Balanced ETF
-0.32%
-$50,628.84 
BKNG Booking Holdings Inc.
-0.2%
-$390.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$819.63 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$49.01 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$91.45 
BA Boeing Company
-0.01%
-$23.98 Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 195/284 68% | Profit Factor 12.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $211,983.49 | Best Trade (Oct 15) $16.05M | Sharpe Ratio -53.84 |
| Average Loss -$37,154.14 | Worst Trade (Oct 15) -$1.05M | Z-Score 5.71 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $133,908.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,056 | $2.26M | $3.12M | - | $858,227.61 | 37.9% | +0.825% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,637 | $3.26M | $3.11M | - | -$145,398 | -4.46% | +0.01% |
| AMZN Amazon.com Inc | 7,157 | $1.54M | $1.81M | - | $271,093.7 | 17.6% | -0.656% |
| BA Boeing Company | 1,199 | $212,249.4 | $226,263.29 | - | $14,013.89 | 6.6% | -0.011% |
| BKNG Booking Holdings Inc. | 1,148 | $204,533 | $189,948.08 | - | -$14,584.92 | -7.13% | -0.205% |
| BND Vanguard Total Bond Market Index Fund | 14,467 | $1.06M | $1.02M | - | -$37,850.65 | -3.56% | +0.035% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,170 | $223,539 | $205,923.75 | - | -$17,615.25 | -7.88% | -1.082% |
| BRK-B Berkshire Hathaway Inc. | 1,246 | $588,484.61 | $659,408.12 | - | $70,923.51 | 12.05% | +0.673% |
| CGBL Capital Group Core Balanced ETF | 421,907 | $14.72M | $15.6M | - | $875,892.04 | 5.95% | -0.324% |
| CGDV Capital Group Dividend Value ETF | 189,274 | $7.96M | $9.31M | - | $1.35M | 17.02% | -0.415% |
| COST Costco Wholesale Corporation | 1,905 | $1.75M | $1.88M | - | $133,907.63 | 7.65% | +1.116% |
| CSRE Cohen & Steers Real Estate Active ETF | 20,207 | $573,464 | $556,197.67 | - | -$17,266.33 | -3.01% | +0.64% |
| DFAT Dimensional US Targeted Value ETF | 120,431 | $7.09M | $8.21M | - | $1.12M | 15.87% | +0.147% |
| DFIC Dimensional International Core Equity Market ETF | 850,171 | $28.55M | $32.17M | - | $3.62M | 12.67% | +0.545% |
| ESGV Vanguard ESG U.S. Stock ETF | 5,818 | $613,781.06 | $787,175.4 | - | $173,394.34 | 28.25% | -0.908% |
| ET Energy Transfer L.P. | 10,000 | $181,300 | $201,450 | - | $20,150 | 11.11% | +1.333% |
| FENI Fidelity Enhanced International ETF | 9,882 | $328,675 | $394,044.75 | - | $65,369.75 | 19.89% | +0.264% |
| GBCI Glacier Bancorp Inc. | 10,205 | $455,857.58 | $448,560.77 | - | -$7,296.81 | -1.6% | +0.446% |
| GOOG Alphabet Inc | 3,177 | $713,570.56 | $1.08M | - | $365,974.04 | 51.29% | -1.482% |
| GOOGL Alphabet Inc | 3,894 | $836,783.8 | $1.34M | - | $500,960.96 | 59.87% | -1.626% |
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FAQ
Which stocks have generated the highest profits for C. Eric Christiansen?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Corporate Bond ETF - $4.87M, Vanguard Core Bond ETF - $1.6M, Vanguard Total Bond Market Index Fund - $969,584.83, Vanguard Growth ETF - $819,139.91, and Dimensional International Core Equity Market ETF - $710,616.41. 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: Fiserv, Inc - $137,485.88, iShares Ethereum Trust - $70,370.5, ONEOK, Inc - $47,306, Apple Inc - $39,273.06, and Vanguard Information Technology ETF - $31,425.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does C. Eric Christiansen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.39M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $4.85M, Vanguard Core Bond ETF - $1.59M, Dimensional International Core Equity Market ETF - $710,616.41, Vanguard Total Bond Market Index Fund - $451,197.31, and Vanguard Growth ETF - $396,787.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are C. Eric Christiansen's monthly returns?
C. Eric Christiansen'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 C. Eric Christiansen's strategy be considered aggressive or moderate?
C. Eric Christiansen'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 C. Eric Christiansen's strategy?
C. Eric Christiansen'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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