CW
Chris Williams Portfolio
Invests via Applied Capital LLC | Managed by Brad Raines, Tim Cantrell
Invests via Applied Capital LLC
Managed by Brad Raines, Tim Cantrell
Automatically Tracked
Chris Williams Profile
With a diverse background in technology and finance, Chris Williams has carved out a niche as an influential entrepreneur and thought leader in the startup ecosystem. Having launched multiple successful ventures, he is recognized for his ability to drive innovation while navigating complex market dynamics. His experience spans across product development and strategic marketing within fast-growing industries, positioning him as a pivotal figure in the entrepreneurial landscape. By fostering connections among investors and emerging companies, he plays a significant role in bridging capital with groundbreaking ideas.
With a diverse background in technology and finance, Chris Williams has carved out a niche as an influential entrepreneur and thought leader in the startup ecosystem. Having launched multiple successful ventures, he is recognized for his ability to drive innovation while navigating complex market dynamics. His experience spans across product development and strategic marketing within fast-growing industries, positioning him as a pivotal figure in the entrepreneurial landscape. By fostering connections among investors and emerging companies, he plays a significant role in bridging capital with groundbreaking ideas.
Investment Philosophy & Strategy
Growth opportunities within the tech sector are a focal point for Chris Williams, who leverages his entrepreneurial acumen to identify and nurture innovative startups. With an established track record of launching ventures that resonate with market demands, he emphasizes scalability as a core driver of investment decisions. His hands-on approach allows him to engage deeply in operational strategies while facilitating partnerships that create synergies between talent and capital. By concentrating on businesses poised for significant impact, he seeks to empower entrepreneurs with resources necessary for breakthrough success.
Growth opportunities within the tech sector are a focal point for Chris Williams, who leverages his entrepreneurial acumen to identify and nurture innovative startups. With an established track record of launching ventures that resonate with market demands, he emphasizes scalability as a core driver of investment decisions. His hands-on approach allows him to engage deeply in operational strategies while facilitating partnerships that create synergies between talent and capital. By concentrating on businesses poised for significant impact, he seeks to empower entrepreneurs with resources necessary for breakthrough success.
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:
32.26%
Gain +1.65%
Monthly
0.47%
Yearly
5.85%
Drawdown
13.42%
$294.36M
Equity
Holdings
$294.36M
Investment
$202.23M
$92.41M
Profit +$5.79M
Realized
$280,760.76
Unrealized
$92.13M
Dividends
$17.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.65%
Profit
$5.79M
Win %
88%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$755,911.14
Win %
88%
This Month
Compared to last month
Gain
-0.79%
Profit
-$2.34M
Win %
88%
This Year
Compared to last year
Gain
5.57%
Profit
$16.38M
Win %
87%
AVXC Avantis Emerging Markets Ex China ETF
+5.03%
+$36,464.51 
CAT Caterpillar Inc.
+4.83%
+$12,691.39 
DFEV Dimensional Emerging Markets Value ETF
+4.53%
+$91,253.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.2%
+$83,597.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$844,710 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$408,419 
VGT Vanguard Information Technology ETF
+3.32%
+$45,983.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$86,137.59 
DIHP Dimensional International High Profitability Portfolio
+3.1%
+$158,281.46 
VXF Vanguard Extended Market ETF
+2.98%
+$478,639.07 
DFIC Dimensional International Core Equity Market ETF
+2.64%
+$446,301.37 
VT Vanguard Total World Stock ETF
+2.44%
+$11,029.7 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$222,335.94 
DFIV Dimensional International Value ETF
+2.29%
+$48,462.87 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+2.24%
+$67,243.71 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$31,526.14 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$53,534.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$1.11M 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$376,978.18 
DFAT Dimensional US Targeted Value ETF
+1.74%
+$55,011.6 
DUHP Dimensional US High Profitability ETF
+1.74%
+$246,144.5 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$4,220.16 
VOO Vanguard S&P 500 ETF
+1.72%
+$660,836.69 
VTV Vanguard Value ETF
+1.68%
+$7,340.74 
DXIV Dimensional International Vector Equity ETF
+1.61%
+$7,635.43 
AAPL Apple Inc.
+1.39%
+$4,430.7 
DFGP Dimensional Global Core Fixed Income Fund
+0.78%
+$50,093.47 
BUFF Innovator Laddered Allocation Fund
+0.73%
+$6,771.22 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.66%
+$2,278.1 
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$33,437.25 
BNDX Vanguard Total International Bond ETF
+0.58%
+$2,049.04 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$6,583.08 
BNDW Vanguard Total World Bond ETF
+0.57%
+$85,690.8 
DXUV Dimensional US Vector Equity ETF
+0.37%
+$3,681.36 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.31%
+$6,969 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$2,117.28 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.12%
+$2,333.4 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$1,900.88 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$298.41 
QBSF AllianzIM U.S. Equity Buffer15 ETF
+0.06%
+$181.63 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$1,245.69 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$375.31 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$123.84 
AJUL
0%
$0 
CPSL
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 841 | Longs Won 558/841 66% | Profit Factor 15.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $766,275.68 |
| Average Win $177,187.28 | Best Trade (Jun 11) $18.74M | Sharpe Ratio -8.91 |
| Average Loss -$22,835.08 | Worst Trade (Mar 31) -$423,355.53 | Z-Score 9.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 5d | Expectancy $109,878.93 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
