Christian McGill Portfolio
Invests via CFC Planning Co. LLC | Managed by Christian McGill
Invests via CFC Planning Co. LLC
Managed by Christian McGill
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Christian McGill Profile
Christian McGill possesses extensive expertise in financial technology and investment analysis. With a distinguished background that encompasses both entrepreneurial ventures and institutional roles, he has effectively bridged the gap between tech innovation and capital markets. Known for his leadership in developing scalable fintech solutions, Christian has driven growth within various organizations while enhancing their operational efficiency. His insights into market dynamics make him a valuable contributor to strategic discussions on technology-driven investments, aligning resources with emerging trends in digital finance.
Christian McGill possesses extensive expertise in financial technology and investment analysis. With a distinguished background that encompasses both entrepreneurial ventures and institutional roles, he has effectively bridged the gap between tech innovation and capital markets. Known for his leadership in developing scalable fintech solutions, Christian has driven growth within various organizations while enhancing their operational efficiency. His insights into market dynamics make him a valuable contributor to strategic discussions on technology-driven investments, aligning resources with emerging trends in digital finance.
Investment Philosophy & Strategy
A keen understanding of the financial technology landscape distinguishes Christian McGill's investment philosophy. By leveraging his entrepreneurial spirit, he pursues opportunities where innovation meets market needs, particularly in areas ripe for disruption. The focus on scalable fintech solutions underscores an emphasis on operational efficiency and growth potential within investee companies. Navigating complex capital markets with a strategic lens allows him to identify trends ahead of the curve, positioning investments to capitalize on shifts in digital finance. His unique perspective enables an agile response to emerging technologies that shape the future of financial services.
A keen understanding of the financial technology landscape distinguishes Christian McGill's investment philosophy. By leveraging his entrepreneurial spirit, he pursues opportunities where innovation meets market needs, particularly in areas ripe for disruption. The focus on scalable fintech solutions underscores an emphasis on operational efficiency and growth potential within investee companies. Navigating complex capital markets with a strategic lens allows him to identify trends ahead of the curve, positioning investments to capitalize on shifts in digital finance. His unique perspective enables an agile response to emerging technologies that shape the future of financial services.
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:
43.13%
Gain +0.16%
Monthly
1.89%
Yearly
25.22%
Drawdown
18.34%
$173.3M
Equity
Holdings
$173.3M
Investment
$141.29M
$39.46M
Profit +$183,867.92
Realized
$7.02M
Unrealized
$32.44M
Dividends
$3.59M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$183,867.92
Win %
80%
This Week
Compared To Last Week
Gain
1.92%
Profit
$3.27M
Win %
80%
This Month
Compared to last month
Gain
1.92%
Profit
$3.27M
Win %
80%
This Year
Compared to last year
Gain
2.42%
Profit
$4.09M
Win %
79%
LLY Eli Lilly and Company
+4.86%
+$89,884.52 
DIS The Walt Disney Company
+3.65%
+$200,179.28 
RVMD Revolution Medicines Inc.
+1.99%
+$35,397.03 
XLE Energy Select Sector SPDR Fund
+1.76%
+$48,789.04 
MAT Mattel Inc.
+1.55%
+$2,557.14 
PTGX Protagonist Therapeutics Inc.
+1.11%
+$2,529.25 
HD The Home Depot, Inc.
+1.06%
+$3,339.46 
CRM Salesforce Inc
+1.04%
+$26,025.09 
AMAT Applied Materials, Inc.
+0.99%
+$20,769.75 
MO Altria Group, Inc.
+0.54%
+$25,189.23 
AAPL Apple Inc.
+0.52%
+$94,245.7 
MRK Merck & Co., Inc.
+0.26%
+$7,918.02 
VOO Vanguard S&P 500 ETF
+0.08%
+$4,811.69 
ADBE Adobe Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AXP American Express Company
0%
$0 
COP ConocoPhillips
0%
$0 
DAUG FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
PM Philip Morris International Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REYN Reynolds Consumer Products Inc.
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
SYRE Spyre Therapeutics, Inc.
-6.3%
-$15,050.97 
AYI Acuity Brands Inc.
-5.79%
-$11,084.3 
WDC Western Digital Corporation
-5.44%
-$82,608.79 
TCHP T. Rowe Price Blue Chip Growth ETF
-4.44%
-$15,608.51 
VUG Vanguard Growth ETF
-4.37%
-$9,954.5 
SCHA Schwab U.S. Small-Cap ETF
-4.25%
-$61,812.61 
GOOGL Alphabet Inc
-4.03%
-$14,900.37 
SECT Main Sector Rotation ETF
-3.69%
-$110,559 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$99,311.69 
TER Teradyne, Inc.
-3.49%
-$11,635.9 
VICR Vicor Corporation
-3.27%
-$4,602.8 
VO Vanguard Mid-Cap ETF
-2.34%
-$36,844.48 
TXN Texas Instruments Inc
-2.08%
-$105,292.56 
LRCX Lam Research Corporation
-1.9%
-$7,115.63 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.86%
-$13,506.45 
UPS United Parcel Service, Inc.
-1.29%
-$32,823.39 
MSFT Microsoft Corp.
-1.09%
-$8,292.5 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-1.06%
-$10,094.5 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.95%
-$11,169.76 
FVD First Trust Value Line Dividend Index Fund
-0.95%
-$2,712.48 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$2,475.9 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.82%
-$2,645.94 
CAT Caterpillar Inc.
-0.62%
-$5,427.2 
GABC German American Bancorp Inc.
-0.61%
-$5,868.61 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$7,841.45 
JBL Jabil Inc.
-0.41%
-$1,174.38 
WDAY Workday Inc.
-0.38%
-$1,646.71 
XLP Consumer Staples Select Sector SPDR Fund
-0.37%
-$10,269.98 
IWY iShares Russell Top 200 Growth ETF
-0.31%
-$646.11 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$7,260.02 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$5,736.57 
CSCO Cisco Systems, Inc.
-0.2%
-$26,940.24 
TMHC Taylor Morrison Home Corporation
-0.03%
-$56.3 Events
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Dividends
Dividend Analysis
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| Trades 493 | Longs Won 358/493 72% | Profit Factor 6.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $297,063.41 |
| Average Win $130,076.07 | Best Trade (Aug 06) $2.82M | Sharpe Ratio -9.19 |
| Average Loss -$52,639.11 | Worst Trade (Aug 06) -$1.13M | Z-Score 11.85 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $80,042.5 |
| 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 | 3,289 | 2,961 | 2,632 | 2,303 | 1,974 | 1,645 | 1,316 | 987 | 658 | 329 |
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 Christian McGill?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $1.99M, Advanced Micro Devices, Inc - $1.87M, Bloom Energy Corporation - $689,530.33, Micron Technology, Inc - $625,743.53, and The Travelers Companies, Inc - $399,365.02. 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: iShares Russell Top 200 Growth ETF - $371,321.08, Paychex Inc - $241,182.08, Invesco QQQ Trust, Series 1 - $209,921.49, Autodesk, Inc - $201,554.98, and The PNC Financial Services Group, Inc - $175,675.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christian McGill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.59M earned over time. The largest contributors to dividend income include Altria Group, Inc - $321,521.88, Cisco Systems, Inc - $246,122.11, Philip Morris International Inc - $210,831.3, United Parcel Service, Inc - $166,394.4, and Southern Copper Corporation - $161,278.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christian McGill's monthly returns?
Christian McGill'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 Christian McGill's strategy be considered aggressive or moderate?
Christian McGill'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 Christian McGill's strategy?
Christian McGill'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.
