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:
44.87%
Gain +0.41%
Monthly
1.81%
Yearly
23.96%
Drawdown
18.34%
$174.63M
Equity
Holdings
$174.63M
Investment
$140.86M
$40.8M
Profit +$485,839.14
Realized
$7.02M
Unrealized
$33.77M
Dividends
$3.84M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$485,839.14
Win %
78%
This Week
Compared To Last Week
Gain
0.73%
Profit
$1.27M
Win %
78%
This Month
Compared to last month
Gain
-0.13%
Profit
-$233,881.69
Win %
78%
This Year
Compared to last year
Gain
3.21%
Profit
$5.43M
Win %
78%
AMD Advanced Micro Devices, Inc.
+8.94%
+$21,880.59 
META Meta Platforms Inc Class A
+6.9%
+$104,663.07 
QCOM QUALCOMM Incorporated
+4.38%
+$13,078.18 
VICR Vicor Corporation
+4.04%
+$5,598 
SYRE Spyre Therapeutics, Inc.
+3.82%
+$7,855.65 
AMAT Applied Materials, Inc.
+2.96%
+$50,298.71 
LRCX Lam Research Corporation
+2.59%
+$8,829.55 
MU Micron Technology, Inc.
+2.05%
+$47,493.75 
QQQ Invesco QQQ Trust, Series 1
+1.87%
+$5,114.34 
GOOGL Alphabet Inc
+1.83%
+$6,275.38 
RVMD Revolution Medicines Inc.
+1.73%
+$30,511.49 
XLK State Street Technology Select Sector SPDR ETF
+1.71%
+$51,294.59 
FTNT Fortinet Inc.
+1.62%
+$36,137.75 
IWY iShares Russell Top 200 Growth ETF
+1.62%
+$3,329.83 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.61%
+$5,603.94 
VUG Vanguard Growth ETF
+1.6%
+$3,633.78 
TER Teradyne, Inc.
+1.29%
+$3,961.33 
CAT Caterpillar Inc.
+1.13%
+$9,105.05 
SECT Main Sector Rotation ETF
+1.13%
+$33,085.5 
PTGX Protagonist Therapeutics Inc.
+1.13%
+$2,696.75 
VOO Vanguard S&P 500 ETF
+1%
+$60,186.7 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$27,267 
AMZN Amazon.com Inc
+0.91%
+$2,528.79 
LLY Eli Lilly and Company
+0.87%
+$16,623.1 
DIS The Walt Disney Company
+0.86%
+$49,206.08 
MRK Merck & Co., Inc.
+0.83%
+$29,272.68 
CRM Salesforce Inc
+0.82%
+$25,632.88 
EXPE Expedia Group, Inc.
+0.78%
+$13,032.69 
SCHA Schwab U.S. Small-Cap ETF
+0.64%
+$8,915.13 
NVDA NVIDIA Corporation
+0.61%
+$14,318.1 
JPM JPMorgan Chase & Co.
+0.59%
+$18,896.71 
JNJ Johnson & Johnson
+0.57%
+$29,883.89 
VO Vanguard Mid-Cap ETF
+0.57%
+$8,641.36 
JBL Jabil Inc.
+0.54%
+$1,378.62 
IBM International Business Machines Corporation
+0.47%
+$15,320.2 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$4,376.31 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.4%
+$3,785.43 
AAPL Apple Inc.
+0.34%
+$67,484.16 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.33%
+$1,056.49 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.3%
+$3,528.57 
CSCO Cisco Systems, Inc.
+0.27%
+$32,552.79 
TXN Texas Instruments Inc
+0.23%
+$11,045.74 
MGV Vanguard Mega Cap Value ETF
+0.23%
+$3,809.12 
AXP American Express Company
+0.08%
+$3,937.2 
FVD First Trust Value Line Dividend Index Fund
+0.07%
+$197.78 
WDAY Workday Inc.
+0.05%
+$255.3 
AYI Acuity Brands Inc.
+0.02%
+$32.94 
UPS United Parcel Service, Inc.
-2.77%
-$63,900.86 
COP ConocoPhillips
-2.77%
-$122,169.46 
XLE Energy Select Sector SPDR Fund
-2.25%
-$68,683.6 
EOG EOG Resources, Inc.
-2.11%
-$77,094.4 
MAT Mattel Inc.
-1.81%
-$2,668.32 
MO Altria Group, Inc.
-1.22%
-$57,867.15 
XLP Consumer Staples Select Sector SPDR Fund
-0.98%
-$25,996.14 
PM Philip Morris International Inc.
-0.85%
-$50,875.29 
HD The Home Depot, Inc.
-0.81%
-$2,185.58 
SCCO Southern Copper Corporation
-0.64%
-$52,722.19 
UNH UnitedHealth Group Incorporated
-0.46%
-$28,063.36 
KO The Coca-Cola Company
-0.45%
-$23,954.4 
ADBE Adobe Inc.
-0.34%
-$1,065.55 
VZ Verizon Communications Inc.
-0.24%
-$11,048.51 
IDXX IDEXX Laboratories, Inc.
-0.23%
-$2,842.78 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.21%
-$1,438.19 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$5,298.65 
V Visa Inc. Class A
-0.18%
-$7,603.82 
REYN Reynolds Consumer Products Inc.
-0.11%
-$196.3 
MSFT Microsoft Corp.
-0.03%
-$263.5 
TMHC Taylor Morrison Home Corporation
-0.03%
-$56.3 
GABC German American Bancorp Inc.
-0.02%
-$189.31 
WDC Western Digital Corporation
-0.01%
-$166.02 Events
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Dividends
Dividend Analysis
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| Trades 493 | Longs Won 352/493 71% | Profit Factor 6.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $310,764.07 |
| Average Win $137,079.3 | Best Trade (Aug 27) $3.25M | Sharpe Ratio -10.78 |
| Average Loss -$52,873.59 | Worst Trade (Sep 15) -$1.17M | Z-Score 10.29 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $82,752 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 58,176 | $14.75M | $19.62M | - | $4.88M | 33.08% | +0.345% |
| ADBE Adobe Inc. | 1,261 | $370,852.74 | $312,822.57 | - | -$58,030.17 | -15.65% | -0.339% |
| AMAT Applied Materials, Inc. | 3,825 | $2.77M | $1.75M | - | -$1.01M | -36.69% | +2.958% |
| AMD Advanced Micro Devices, Inc. | 437 | $88,898.9 | $266,521.93 | - | $177,623.03 | 199.8% | +8.944% |
| AMZN Amazon.com Inc | 1,090 | $239,331.34 | $279,072.7 | - | $39,741.36 | 16.61% | +0.914% |
| AXP American Express Company | 16,405 | $4.91M | $5.12M | - | $203,314.66 | 4.14% | +0.077% |
| AYI Acuity Brands Inc. | 549 | $206,786 | $166,357.98 | - | -$40,428.02 | -19.55% | +0.02% |
| CAT Caterpillar Inc. | 994 | $461,847.38 | $813,241.1 | - | $351,393.72 | 76.08% | +1.132% |
| COP ConocoPhillips | 33,517 | $3.41M | $4.3M | - | $886,101.93 | 25.98% | -2.765% |
| CRM Salesforce Inc | 13,078 | $3.81M | $3.14M | - | -$676,145.91 | -17.73% | +0.824% |
| CSCO Cisco Systems, Inc. | 112,251 | $7.52M | $12.33M | - | $4.8M | 63.8% | +0.265% |
| DAPR FT Vest U.S. Equity Deep Buffer Fund | 22,942 | $890,611.34 | $958,402.05 | - | $67,790.71 | 7.61% | +0.397% |
| DAUG FT Vest U.S. Equity Deep Buffer Fund | 20,336 | $891,182.23 | $969,112.08 | - | $77,929.85 | 8.74% | +0.454% |
| DDEC FT Vest U.S. Equity Deep Buffer Fund | 24,335 | $1.07M | $1.18M | - | $109,759.72 | 10.23% | +0.299% |
| DFEB FT Vest U.S. Equity Deep Buffer ETF | 6,270 | $266,164.98 | $324,159 | - | $57,994.02 | 21.79% | +0.327% |
| DIS The Walt Disney Company | 55,916 | $6.14M | $5.79M | - | -$348,737.28 | -5.68% | +0.857% |
| EOG EOG Resources, Inc. | 25,360 | $3.1M | $3.58M | - | $483,639.81 | 15.62% | -2.108% |
| EXPE Expedia Group, Inc. | 5,951 | $1.52M | $1.68M | - | $152,702.54 | 10.03% | +0.784% |
| FTNT Fortinet Inc. | 13,141 | $1.15M | $2.27M | - | $1.12M | 97.77% | +1.619% |
| FVD First Trust Value Line Dividend Index Fund | 5,651 | $250,123.3 | $274,158.26 | - | $24,034.96 | 9.61% | +0.072% |
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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 $3.84M 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, Southern Copper Corporation - $207,860.69, and United Parcel Service, Inc - $204,571.96. 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.
