Christina Forster Pazienza Portfolio
Invests via Guardian Partners Inc. | Managed by Christina Forster Pazienza, Anthony J. Messina, Cameron Richards
Invests via Guardian Partners Inc.
Managed by Christina Forster Pazienza, Anthony J. Messina, Cameron Richards
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Christina Forster Pazienza Profile
Christina Forster Pazienza is a seasoned entrepreneur with deep expertise in technology-driven business development. With a robust background in launching and scaling innovative platforms, she has established a reputation for fostering growth within competitive markets. Her experience includes leading transformative projects that merge strategic vision with operational execution, significantly enhancing organizational performance. Christina's leadership has been instrumental in steering startups through their critical early stages, setting them on pathways to sustainable success. Notably recognized for her ability to build high-performing teams and cultivate industry partnerships, she plays a vital role in the entrepreneurial ecosystem.
Christina Forster Pazienza is a seasoned entrepreneur with deep expertise in technology-driven business development. With a robust background in launching and scaling innovative platforms, she has established a reputation for fostering growth within competitive markets. Her experience includes leading transformative projects that merge strategic vision with operational execution, significantly enhancing organizational performance. Christina's leadership has been instrumental in steering startups through their critical early stages, setting them on pathways to sustainable success. Notably recognized for her ability to build high-performing teams and cultivate industry partnerships, she plays a vital role in the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Growth within the technology sector is fueled by Christina Forster Pazienza's entrepreneurial acumen and operational expertise. She strategically harnesses market trends to create scalable solutions, enabling startups to thrive amidst competition. A focus on innovation drives her investment decisions, where she seeks opportunities that showcase transformative potential and sustainable business models. Her hands-on experience in nurturing high-potential teams not only accelerates product development but also enhances competitive positioning in dynamic environments. By cultivating strong industry connections, she continually identifies emerging trends that inform her approach to strategic investments.
Growth within the technology sector is fueled by Christina Forster Pazienza's entrepreneurial acumen and operational expertise. She strategically harnesses market trends to create scalable solutions, enabling startups to thrive amidst competition. A focus on innovation drives her investment decisions, where she seeks opportunities that showcase transformative potential and sustainable business models. Her hands-on experience in nurturing high-potential teams not only accelerates product development but also enhances competitive positioning in dynamic environments. By cultivating strong industry connections, she continually identifies emerging trends that inform her approach to strategic investments.
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:
40.89%
Gain +0.75%
Monthly
1.83%
Yearly
24.36%
Drawdown
13.51%
$1.25B
Equity
Holdings
$1.25B
Investment
$924.92M
$358.53M
Profit +$8.99M
Realized
$35.99M
Unrealized
$322.54M
Dividends
$43.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$8.99M
Win %
69%
This Week
Compared To Last Week
Gain
0.58%
Profit
$7.22M
Win %
69%
This Month
Compared to last month
Gain
2.35%
Profit
$28.63M
Win %
69%
This Year
Compared to last year
Gain
13.25%
Profit
$145.99M
Win %
69%
CRCL Circle Internet Group, Inc.
+9.48%
+$17,190 
BABA Alibaba Group Holding Limited SP ADR
+5.41%
+$65,533.92 
ELV Elevance Health, Inc.
+2.98%
+$32,929.97 
AVGO Broadcom Inc.
+2.84%
+$104,541.94 
CLS Celestica Inc.
+2.84%
+$6,976.8 
SHOP Shopify Inc.
+2.65%
+$36,074.64 
SNOW Snowflake Inc.
+2.43%
+$24,801.49 
TAC TransAlta Corporation
+2.15%
+$20,535.96 
MSFT Microsoft Corp.
+2.11%
+$594,562.2 
CVE Cenovus Energy Inc.
+2%
+$79,610.72 
PAM Pampa Energia S.A. Sponsored ADR
+1.92%
+$10,990 
GOOG Alphabet Inc
+1.8%
+$71,142.24 
GOOGL Alphabet Inc
+1.66%
+$328,527.36 
VST Vistra Corp
+1.66%
+$25,623.83 
RTX RTX Corporation
+1.59%
+$175,104.16 
PBR Petrobras S.A. Sponsored ADR
+1.59%
+$19,380.28 
NOW ServiceNow, Inc.
+1.57%
+$12,564.72 
COP ConocoPhillips
+1.55%
+$7,176.96 
CVX Chevron Corporation
+1.55%
+$205,035.8 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$41,969.34 
AMZN Amazon.com Inc
+1.33%
+$76,190.4 
INTU Intuit Inc.
+1.27%
+$20,087.3 
TXN Texas Instruments Inc
+1.23%
+$163,408.84 
UUUU Energy Fuels Inc.
+1.18%
+$1,725.21 
V Visa Inc. Class A
+1%
+$7,807.81 
GEV GE Vernova Inc.
+0.92%
+$14,875.72 
ROP Roper Technologies Inc.
+0.9%
+$5,106.96 
RCI Rogers Communications Inc.
+0.81%
+$103,918.64 
NDAQ Nasdaq, Inc.
+0.75%
+$22,649.94 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.73%
+$86,525.49 
GIB CGI Inc.
+0.72%
+$7,215.74 
PAYX Paychex Inc.
+0.7%
+$1,952.8 
EWZ iShares MSCI Brazil ETF
+0.67%
+$12,925 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$2,199.12 
FCG First Trust Natural Gas ETF
+0.66%
+$94,535.18 
MA Mastercard Incorporated
+0.66%
+$88,522.22 
FCX Freeport-McMoRan Inc.
+0.65%
+$8,411.3 
META Meta Platforms Inc Class A
+0.58%
+$4,290.3 
SU Suncor Energy Inc.
+0.53%
+$96,986.01 
T AT&T Inc.
+0.5%
+$862.51 
NVDA NVIDIA Corporation
+0.42%
+$17,755.65 
MKTX MarketAxess Holdings Inc.
+0.41%
+$645.02 
UBER Uber Technologies, Inc.
+0.4%
+$6,425.82 
CME CME Group Inc.
+0.38%
+$18,516.3 
IMO Imperial Oil Limited
+0.35%
+$67,318.86 
OTEX Open Text Corporation
+0.34%
+$2,386.16 
CNQ Canadian Natural Resources Limited
+0.34%
+$82,582.8 
BEPC Brookfield Renewable Corporation
+0.31%
+$2,480.41 
HIG The Hartford Insurance Group, Inc.
+0.31%
+$652.93 
SAP SAP SE Sponsored ADR
+0.3%
+$23,624.08 
DUK Duke Energy Corporation
+0.26%
+$41,042.1 
B BARRICK MINING CORP Common Stock (ABR0)
+0.26%
+$883.89 
VRSK Verisk Analytics Inc.
+0.23%
+$3,094.21 
RHP Ryman Hospitality Properties, Inc.
+0.2%
+$605.02 
NEM Newmont Corporation
+0.2%
+$508.92 
MMM 3M Company
+0.2%
+$646.07 
FNV Franco-Nevada Corporation
+0.17%
+$588.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$750.88 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$8,801.48 
MO Altria Group, Inc.
+0.09%
+$997.57 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$349.98 
YUMC Yum China Holdings Inc.
+0.07%
+$207.57 
QCOM QUALCOMM Incorporated
+0.06%
+$2,719.75 
ORI Old Republic International Corp.
+0.02%
+$97.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$202.83 
AEM Agnico Eagle Mines Limited
+0.01%
+$634.53 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$408.87 
AMAT Applied Materials, Inc.
0%
+$300.61 
BRK-B Berkshire Hathaway Inc.
0%
+$52.44 
ALM Almonty Industries Inc.
0%
$0 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ABCL AbCellera Biologics Inc.
-7.73%
-$893,207.5 
RKT Rocket Companies, Inc. Class A
-3.65%
-$48,389.53 
UPS United Parcel Service, Inc.
-3.64%
-$9,109.91 
ARES Ares Management Corporation
-3.48%
-$8,246.19 
ORCL Oracle Corporation
-2.97%
-$142,060.32 
BNS Bank of Nova Scotia
-2.72%
-$1.54M 
AAPL Apple Inc.
-2.7%
-$878,330.55 
DRI Darden Restaurants, Inc.
-2.64%
-$10,353.63 
CM Canadian Imperial Bank of Commerce
-2.6%
-$1.19M 
TSLA Tesla, Inc.
-2.4%
-$10,280.37 
BBUC Brookfield Business Corp Class A
-2.37%
-$5,587 
TFII TFI International Inc.
-2.33%
-$142,737.6 
RY Royal Bank of Canada
-2.31%
-$2.51M 
TD The Toronto-Dominion Bank
-2.31%
-$2.01M 
BN Brookfield Corporation
-2.3%
-$511,350.03 
EMR Emerson Electric Co.
-2.21%
-$409,298.12 
PEP PepsiCo, Inc.
-2.14%
-$167,962.2 
WAT Waters Corporation
-2.1%
-$6,098.97 
BMO Bank of Montreal
-2.05%
-$1.37M 
MS Morgan Stanley
-1.98%
-$26,450.34 
BA Boeing Company
-1.96%
-$13,549.2 
NVS Novartis AG Sponsored ADR
-1.95%
-$24,192.09 
HD The Home Depot, Inc.
-1.91%
-$15,898.36 
NGG National Grid plc Sponsored ADR
-1.86%
-$267,025.2 
MRK Merck & Co., Inc.
-1.85%
-$30,470.66 
ABCB Ameris Bancorp
-1.8%
-$9,463.66 
DKS Dick's Sporting Goods, Inc.
-1.75%
-$6,512.22 
CP Canadian Pacific Kansas City Limited
-1.74%
-$33,320.46 
CL Colgate-Palmolive Company
-1.73%
-$12,009.23 
WMT Walmart Inc.
-1.68%
-$232,894.08 
SNA Snap-on Inc.
-1.61%
-$6,638.02 
MFC Manulife Financial Corporation
-1.6%
-$136,570.28 
RKLB Rocket Lab Corporation
-1.53%
-$16,560 
MP MP Materials Corp.
-1.52%
-$10,281.69 
SNY Sanofi American Depositary Receipt
-1.51%
-$137,758.05 
NKE Nike, Inc. - Class B
-1.44%
-$60,176.34 
SBUX Starbucks Corporation
-1.37%
-$82,882 
BKNG Booking Holdings Inc.
-1.36%
-$29,456.75 
UNP Union Pacific Corporation
-1.33%
-$13,466.97 
LLY Eli Lilly and Company
-1.32%
-$56,534.7 
PEG Public Service Enterprise Group Incorporated
-1.25%
-$4,757.88 
JNJ Johnson & Johnson
-1.21%
-$294,023.16 
BLK BlackRock, Inc.
-1.18%
-$7,452.51 
QSR Restaurant Brands International Inc.
-1.15%
-$8,211.44 
DIS The Walt Disney Company
-1.15%
-$37,114.87 
AEP American Electric Power Company, Inc.
-1.12%
-$61,889.53 
ABVX Abivax SA ADR
-1.06%
-$3,915 
SLF Sun Life Financial Inc.
-1.06%
-$126,136.03 
TRP TC Energy Corporation
-1.05%
-$135,699.37 
KBWB Invesco KBW Bank ETF
-1%
-$113,291 
WFC Wells Fargo & Company
-0.99%
-$48,910.93 
CCJ Cameco Corporation
-0.98%
-$27,510.84 
BAC Bank of America Corporation
-0.97%
-$9,023.17 
NXE NexGen Energy Ltd.
-0.97%
-$8,160.09 
WSO Watsco Inc.
-0.95%
-$2,506.32 
GS The Goldman Sachs Group, Inc.
-0.91%
-$31,389.08 
PG Procter & Gamble Co
-0.84%
-$6,031.52 
LAMR Lamar Advertising Company
-0.83%
-$4,202.55 
FTS Fortis Inc.
-0.82%
-$147,707.52 
NVO Novo Nordisk A/S Sponsored ADR
-0.8%
-$26,204.8 
TECK Teck Resources Ltd.
-0.77%
-$12,537.92 
UNH UnitedHealth Group Incorporated
-0.76%
-$43,105.96 
PFE Pfizer Inc.
-0.76%
-$12,887.31 
SOBO South Bow Corporation
-0.71%
-$3,762.99 
BHP BHP Group Ltd.
-0.61%
-$59,866.73 
PBA Pembina Pipeline Corporation
-0.55%
-$74,728.08 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$6,020 
COST Costco Wholesale Corporation
-0.52%
-$50,815.8 
TRV The Travelers Companies, Inc.
-0.51%
-$6,894.72 
TU TELUS Corporation
-0.51%
-$20,950.46 
JPM JPMorgan Chase & Co.
-0.5%
-$164,927.36 
MCD McDonald's Corporation
-0.5%
-$72,517.2 
ABBV AbbVie Inc.
-0.49%
-$2,491.02 
CMI Cummins Inc.
-0.49%
-$5,037.12 
AXP American Express Company
-0.48%
-$45,354.68 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$1,439.96 
SHEL Shell plc
-0.46%
-$7,533.4 
WPM Wheaton Precious Metals Corp.
-0.46%
-$7,250.88 
DHR Danaher Corporation
-0.46%
-$14,526.6 
EFA iShares MSCI EAFE ETF
-0.45%
-$1,191.4 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$924.4 
CSCO Cisco Systems, Inc.
-0.39%
-$3,038.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$2,524.37 
AFL Aflac Inc.
-0.37%
-$33,390.48 
BCE BCE Inc.
-0.34%
-$11,691.83 
SPXS Direxion Daily S&P 500 Bear 3X Shares
-0.33%
-$450.09 
WCN Waste Connections Inc.
-0.33%
-$8,873.4 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$8,031.24 
PDS Precision Drilling Corporation
-0.27%
-$758.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$2,197.67 
AQN Algonquin Power & Utilities Corp.
-0.26%
-$1,456.45 
TIP iShares TIPS Bond ETF
-0.21%
-$742.73 
ING ING Groep N.V. Sponsored ADR
-0.17%
-$39,194.93 
SPG Simon Property Group, Inc.
-0.17%
-$744.42 
UGI UGI Corporation
-0.16%
-$343.86 
PL PLANET LABS PBC
-0.16%
-$2,100 
PM Philip Morris International Inc.
-0.15%
-$2,195.09 
COF Capital One Financial Corporation
-0.14%
-$518.28 
PHYS Sprott Physical Gold Trust
-0.13%
-$3,410.44 
GLD SPDR Gold Shares
-0.11%
-$201.18 
IAU iShares Gold Trust
-0.11%
-$1,200 
HL Hecla Mining Company
-0.1%
-$277.4 
CVS CVS Health Corporation
-0.1%
-$469.98 
ILMN Illumina, Inc.
-0.1%
-$3,504.96 
ADP Automatic Data Processing Inc.
-0.08%
-$1,102.31 
URTH iShares MSCI World ETF
-0.07%
-$43.95 
GLW Corning Incorporated
-0.07%
-$1,729.31 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$894.45 
APH Amphenol Corporation
-0.05%
-$121.87 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.04%
-$139.24 
RING iShares MSCI Global Gold Miners ETF
-0.04%
-$1,050 
MGA Magna International Inc.
-0.03%
-$4,208.68 
ACWI iShares MSCI ACWI ETF
-0.03%
-$6,614.8 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$37.23 Events
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Dividends
Dividend Analysis
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| Trades 1002 | Longs Won 645/1002 64% | Profit Factor 9.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.47M |
| Average Win $622,682.19 | Best Trade (Jul 20) $44.73M | Sharpe Ratio -11.13 |
| Average Loss -$120,287.54 | Worst Trade (Jul 24) -$5M | Z-Score 3.37 (99.92%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $357,809.86 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Christina Forster Pazienza?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI Global Gold Miners ETF - $7.33M, Invesco KBW Bank ETF - $5.63M, VanEck Gold Miners ETF - $5.09M, Global X Copper Miners ETF - $4.39M, and The Toronto-Dominion Bank - $4.17M. 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: Novo Nordisk A/S Sponsored ADR - $2.22M, UnitedHealth Group Incorporated - $1.17M, Diageo plc Sponsored ADR - $981,019.85, Open Text Corporation - $780,141.45, and UVXY - $675,000. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christina Forster Pazienza's portfolio generate?
The portfolio generates substantial dividend income, with a total of $43.6M earned over time. The largest contributors to dividend income include Bank of Nova Scotia - $3.25M, The Toronto-Dominion Bank - $3.13M, Royal Bank of Canada - $2.8M, Bank of Montreal - $2.13M, and Canadian Imperial Bank of Commerce - $1.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christina Forster Pazienza's monthly returns?
Christina Forster Pazienza'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 Christina Forster Pazienza's strategy be considered aggressive or moderate?
Christina Forster Pazienza'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 Christina Forster Pazienza's strategy?
Christina Forster Pazienza'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.
