CM
Christian McGill Portfolio
Invests via CFC Planning Co. LLC | Managed by Christian McGill
Invests via CFC Planning Co. LLC
Managed by Christian McGill
Automatically Tracked
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:
27.34%
Gain +0.54%
Monthly
1.4%
Yearly
18.19%
Drawdown
18.13%
$161.56M
Equity
Holdings
$161.56M
Investment
$129.69M
$36.03M
Profit +$905,784.2
Realized
$4.16M
Unrealized
$31.87M
Dividends
$3.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$905,784.2
Win %
78%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$1.3M
Win %
78%
This Month
Compared to last month
Gain
0.08%
Profit
$120,551.25
Win %
78%
This Year
Compared to last year
Gain
8.11%
Profit
$13.53M
Win %
80%
WDC Western Digital Corporation
+6.36%
+$31,448.72 
AMD Advanced Micro Devices, Inc.
+4.75%
+$125,098.1 
QCOM QUALCOMM Incorporated
+4.32%
+$15,811.8 
SCCO Southern Copper Corporation
+4.18%
+$275,815.3 
HPE Hewlett Packard Enterprise Company
+2.94%
+$15,666.75 
AGX Argan Inc.
+2.92%
+$7,453.8 
EPAM Epam Systems Inc.
+2.91%
+$5,445.9 
VZ Verizon Communications Inc.
+2.46%
+$101,127.18 
JPM JPMorgan Chase & Co.
+2.3%
+$65,593.79 
AXP American Express Company
+2.18%
+$119,081.47 
PM Philip Morris International Inc.
+2.01%
+$108,500.7 
XLB Materials Select Sector SPDR Fund
+1.9%
+$43,619.55 
CAT Caterpillar Inc.
+1.49%
+$13,796.55 
COP ConocoPhillips
+1.4%
+$51,303.78 
XLF Financial Select Sector SPDR Fund
+1.39%
+$31,381.97 
GABC German American Bancorp Inc.
+1.37%
+$11,737.22 
TXN Texas Instruments Inc
+1.36%
+$73,403.43 
UI Ubiquiti Inc.
+1.33%
+$2,523.24 
LRCX Lam Research Corporation
+1.19%
+$5,122.4 
MTH Meritage Homes Corporation
+1.17%
+$3,037.52 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$15,002.1 
JNJ Johnson & Johnson
+1.05%
+$48,465 
V Visa Inc. Class A
+1.05%
+$33,136.26 
VO Vanguard Mid-Cap ETF
+0.97%
+$13,357.91 
SECT Main Sector Rotation ETF
+0.97%
+$28,388.64 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$27,207.44 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$13,140.68 
MNST Monster Beverage Corporation
+0.87%
+$10,292 
FTNT Fortinet Inc.
+0.85%
+$16,394.04 
XLE Energy Select Sector SPDR Fund
+0.77%
+$1,595 
ARE Alexandria Real Estate Equities, Inc.
+0.74%
+$1,688.31 
HD The Home Depot, Inc.
+0.73%
+$2,160.55 
UNH UnitedHealth Group Incorporated
+0.72%
+$44,114.7 
MO Altria Group, Inc.
+0.72%
+$32,486.72 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,609.41 
LNT Alliant Energy Corporation
+0.68%
+$1,683.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$4,196.58 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$15,409.21 
VOO Vanguard S&P 500 ETF
+0.58%
+$31,373.35 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$16,230.47 
GOOGL Alphabet Inc
+0.56%
+$1,880.01 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$4,811.4 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.48%
+$1,506.01 
AMGN Amgen Inc.
+0.32%
+$3,083.7 
WDAY Workday Inc.
+0.21%
+$514.89 
NVDA NVIDIA Corporation
+0.18%
+$3,364.04 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.14%
+$1,241.24 
MSFT Microsoft Corp.
+0.13%
+$816.4 
CIEN Ciena Corporation
+0.13%
+$418.95 
KO The Coca-Cola Company
+0.11%
+$4,840.56 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.1%
+$842.2 
ACI Albertsons Companies, Inc.
+0.1%
+$157.37 
EOG EOG Resources, Inc.
+0.08%
+$2,557.39 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$455.32 
ADBE Adobe Inc.
-6.75%
-$14,972.14 
ONDS Ondas Holdings Inc.
-5.09%
-$8,748.5 
ADSK Autodesk, Inc.
-3.47%
-$31,994.34 
LLY Eli Lilly and Company
-2.41%
-$46,349.31 
AAPL Apple Inc.
-1.52%
-$231,016.5 
MU Micron Technology, Inc.
-1.43%
-$43,507.26 
MRK Merck & Co., Inc.
-1.41%
-$42,821.07 
AMZN Amazon.com Inc
-1.21%
-$3,193.69 
IBM International Business Machines Corporation
-0.96%
-$33,895.68 
BFAM Bright Horizons Family Solutions Inc.
-0.7%
-$1,202.44 
CSCO Cisco Systems, Inc.
-0.6%
-$80,371.54 
UPS United Parcel Service, Inc.
-0.52%
-$11,665.56 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$8,483.92 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.31%
-$850.49 
DIS The Walt Disney Company
-0.31%
-$16,869.27 
META Meta Platforms Inc Class A
-0.23%
-$2,311.38 
CRM Salesforce Inc
-0.22%
-$4,942.8 Events
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Dividends
Dividend Analysis
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| Trades 426 | Longs Won 281/426 65% | Profit Factor 9.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,265.72 |
| Average Win $144,178.89 | Best Trade (Jun 12) $2.87M | Sharpe Ratio -13.05 |
| Average Loss -$30,905.83 | Worst Trade (Jun 12) -$1.48M | Z-Score 1.32 (81.29%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $84,584.33 |
| 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 | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
Hover over the desired column for a detailed explanation.
Returns
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