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:
21.56%
Gain +2.56%
Monthly
1%
Yearly
12.72%
Drawdown
11.65%
$327.56M
Equity
Holdings
$327.56M
Investment
$288.63M
$40.37M
Profit +$5.82M
Realized
$1.44M
Unrealized
$38.92M
Dividends
$8.29M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.56%
Profit
$5.82M
Win %
76%
This Week
Compared To Last Week
Gain
1.8%
Profit
$5.78M
Win %
76%
This Month
Compared to last month
Gain
1.78%
Profit
$5.72M
Win %
76%
This Year
Compared to last year
Gain
1.54%
Profit
$4.99M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$258,224.49 
GOOG Alphabet Inc
+6.88%
+$72,975.69 
GOOGL Alphabet Inc
+6.73%
+$87,498.18 
MSFT Microsoft Corp.
+3.02%
+$64,027.57 
NVDA NVIDIA Corporation
+2.93%
+$25,152.58 
VRME VerifyMe Inc.
+2.29%
+$1,111.12 
ORCL Oracle Corporation
+1.81%
+$5,451.6 
MPLX MPLX LP
+1.46%
+$4,440.24 
VUG Vanguard Growth ETF
+1.1%
+$768,128.85 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$1,974.4 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,707.91 
TSLA Tesla, Inc.
+0.76%
+$1,597.71 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,520.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,262.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,648.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$5,178.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$345,102.8 
PLTR Palantir Technologies Inc.
+0.65%
+$1,955.2 
GBCI Glacier Bancorp Inc.
+0.65%
+$3,265.6 
CGDV Capital Group Dividend Value ETF
+0.63%
+$58,674.94 
ET Energy Transfer L.P.
+0.59%
+$1,200 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,748.45 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$3,581.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,693.62 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,317.56 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$961.64 
AAPL Apple Inc.
-7.35%
-$222,053.12 
MU Micron Technology, Inc.
-5.9%
-$21,942.72 
IBIT iShares Bitcoin Trust
-2.89%
-$8,396.26 
BA Boeing Company
-2.15%
-$5,707.23 
WES Western Midstream Partners, LP
-2%
-$7,600 
INTC Intel Corporation
-1.02%
-$2,839.29 
XOM Exxon Mobil Corporation
-0.97%
-$4,124.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,569.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,532.02 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$6,835.7 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$12,338.93 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$187,037.62 
LLY Eli Lilly and Company
-0.53%
-$13,406.31 
HD The Home Depot, Inc.
-0.42%
-$1,512.34 
FENI Fidelity Enhanced International ETF
-0.37%
-$1,482.3 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$2,020.7 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,748.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$8,159.25 
VCRB Vanguard Core Bond ETF
-0.25%
-$74,803.15 
COST Costco Wholesale Corporation
-0.24%
-$4,343.34 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$706.2 
VB Vanguard Small-Cap ETF
-0.22%
-$460.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,405.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$470.4 
BKNG Booking Holdings Inc.
-0.18%
-$390.34 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$13,247.41 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$477 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$457.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$43,311 
CGBL Capital Group Core Balanced ETF
-0.05%
-$8,438.14 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$203.16 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$204.26 Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 207/284 72% | Profit Factor 23.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $986,074.67 |
| Average Win $203,739.07 | Best Trade (Aug 14) $14.66M | Sharpe Ratio -9.89 |
| Average Loss -$23,461.95 | Worst Trade (Aug 07) -$471,362.11 | Z-Score 10.28 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $142,138.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,056 | $2.26M | $2.8M | - | $533,026.65 | 23.54% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,637 | $3.26M | $3.18M | - | -$81,755.85 | -2.51% | -0.256% |
| AMZN Amazon.com Inc | 7,157 | $1.54M | $1.94M | - | $403,426.56 | 26.19% | +15.321% |
| BA Boeing Company | 1,199 | $212,249.4 | $259,151.86 | - | $46,902.46 | 22.1% | -2.155% |
| BKNG Booking Holdings Inc. | 1,148 | $204,533 | $221,449.19 | - | $16,916.19 | 8.27% | -0.176% |
| BND Vanguard Total Bond Market Index Fund | 14,467 | $1.06M | $1.04M | - | -$17,669.18 | -1.66% | -0.262% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,170 | $223,539 | $217,307.4 | - | -$6,231.6 | -2.79% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 1,246 | $588,484.61 | $637,378.84 | - | $48,894.23 | 8.31% | +0.365% |
| CGBL Capital Group Core Balanced ETF | 421,907 | $14.72M | $15.71M | - | $985,587.86 | 6.69% | -0.054% |
| CGDV Capital Group Dividend Value ETF | 189,274 | $7.96M | $9.38M | - | $1.42M | 17.86% | +0.63% |
| COST Costco Wholesale Corporation | 1,905 | $1.75M | $1.81M | - | $63,365.5 | 3.62% | -0.239% |
| CSRE Cohen & Steers Real Estate Active ETF | 20,207 | $573,464 | $590,448.54 | - | $16,984.54 | 2.96% | -0.341% |
| DFAT Dimensional US Targeted Value ETF | 120,431 | $7.09M | $8.52M | - | $1.43M | 20.19% | -0.155% |
| DFIC Dimensional International Core Equity Market ETF | 850,171 | $28.55M | $32.38M | - | $3.83M | 13.43% | -0.574% |
| ESGV Vanguard ESG U.S. Stock ETF | 5,818 | $613,781.06 | $768,092.38 | - | $154,311.32 | 25.14% | +0.679% |
| ET Energy Transfer L.P. | 10,000 | $181,300 | $203,600 | - | $22,300 | 12.3% | +0.593% |
| FENI Fidelity Enhanced International ETF | 9,882 | $328,675 | $401,802.12 | - | $73,127.12 | 22.25% | -0.368% |
| GBCI Glacier Bancorp Inc. | 10,205 | $455,857.58 | $503,004.45 | - | $47,146.87 | 10.34% | +0.653% |
| GOOG Alphabet Inc | 3,177 | $713,570.56 | $1.13M | - | $419,506.46 | 58.79% | +6.884% |
| GOOGL Alphabet Inc | 3,894 | $836,783.8 | $1.39M | - | $549,986.42 | 65.73% | +6.734% |
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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 - $4.35M, Vanguard Core Bond ETF - $1.48M, Vanguard Total Bond Market Index Fund - $965,926.13, Vanguard Growth ETF - $743,978.91, and Dimensional International Core Equity Market ETF - $553,334.77. 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 $8.29M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $4.33M, Vanguard Core Bond ETF - $1.48M, Dimensional International Core Equity Market ETF - $553,334.77, Vanguard Total Bond Market Index Fund - $447,538.61, and Vanguard Growth ETF - $321,626.29. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can C. Eric Christiansen's strategy be considered aggressive or moderate?
C. Eric Christiansen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
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.
