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:
0.83%
Gain -15.44%
Monthly
0.04%
Yearly
0.54%
Drawdown
17.14%
$324.67M
Equity
Holdings
$324.67M
Investment
$288.63M
$37.55M
Profit +$1.71M
Realized
$1.51M
Unrealized
$36.03M
Dividends
$7.95M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-15.44%
Profit
$1.71M
Win %
76%
This Week
Compared To Last Week
Gain
0.83%
Profit
$2.66M
Win %
76%
This Month
Compared to last month
Gain
0.78%
Profit
$2.51M
Win %
76%
This Year
Compared to last year
Gain
0.65%
Profit
$2.09M
Win %
76%
BKNG Booking Holdings Inc.
+4.55%
+$9,126.59 
AAPL Apple Inc.
+4.01%
+$114,467.84 
GOOGL Alphabet Inc
+3.17%
+$44,430.5 
MSFT Microsoft Corp.
+2.78%
+$50,300.75 
GBCI Glacier Bancorp Inc.
+1.78%
+$9,388.6 
HD The Home Depot, Inc.
+1.1%
+$4,025.61 
BA Boeing Company
+0.47%
+$1,210.99 
IVV iShares Core S&P 500 ETF
+0.43%
+$1,052.94 
VOO Vanguard S&P 500 ETF
+0.39%
+$2,367.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$2,575.98 
NVDA NVIDIA Corporation
+0.33%
+$3,083.5 
VCRB Vanguard Core Bond ETF
+0.16%
+$48,239.33 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AMZN Amazon.com Inc
0%
-$0.07 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
+$0.32 
COST Costco Wholesale Corporation
0%
$0 
CSRE Cohen & Steers Real Estate Active ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$0.06 
ET Energy Transfer L.P.
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
+$0.02 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MPLX MPLX LP
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
+$0.01 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VRME VerifyMe Inc.
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 204/284 71% | Profit Factor 24.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $954,854.09 |
| Average Win $191,756.67 | Best Trade (Jul 16) $13.31M | Sharpe Ratio -53.88 |
| Average Loss -$19,649.86 | Worst Trade (Jul 16) -$317,328.17 | Z-Score 8.02 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $132,205.54 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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