KC
Kelly Christopher Portfolio
Invests via Significant Wealth Partners LLC | Managed by Kelly Christopher, Brian William Atkins, David Christopher Leuze, Alayna Leuzé
Invests via Significant Wealth Partners LLC
Managed by Kelly Christopher, Brian William Atkins, David Christopher Leuze, Alayna Leuzé
Automatically Tracked
Kelly Christopher Profile
With a proven track record in operational leadership, Kelly Christopher has been influential across various sectors. He brings extensive experience as an executive specializing in corporate strategy and market development. By leveraging his deep understanding of consumer dynamics and growth strategies, he has successfully guided businesses toward scalable success. His background encompasses both startup initiatives and established enterprises, making him well-versed in navigating complex market challenges. As a strategic leader, he consistently seeks innovative solutions to enhance organizational performance and drive sustainable growth.
With a proven track record in operational leadership, Kelly Christopher has been influential across various sectors. He brings extensive experience as an executive specializing in corporate strategy and market development. By leveraging his deep understanding of consumer dynamics and growth strategies, he has successfully guided businesses toward scalable success. His background encompasses both startup initiatives and established enterprises, making him well-versed in navigating complex market challenges. As a strategic leader, he consistently seeks innovative solutions to enhance organizational performance and drive sustainable growth.
Investment Philosophy & Strategy
Transformative strategies in the consumer landscape often necessitate visionary leadership, a hallmark of Kelly Christopher's approach. Emphasizing scalability, his investment mindset focuses on driving operational improvements that enhance growth trajectories. A background steeped in corporate strategy underpins his decision-making process, enabling effective navigation through market fluctuations and competitive landscapes. This proactive stance fosters opportunities for innovation while capitalizing on emerging trends. Through astute assessments of business models and market positioning, he cultivates investments poised for long-term success.
Transformative strategies in the consumer landscape often necessitate visionary leadership, a hallmark of Kelly Christopher's approach. Emphasizing scalability, his investment mindset focuses on driving operational improvements that enhance growth trajectories. A background steeped in corporate strategy underpins his decision-making process, enabling effective navigation through market fluctuations and competitive landscapes. This proactive stance fosters opportunities for innovation while capitalizing on emerging trends. Through astute assessments of business models and market positioning, he cultivates investments poised for long-term 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:
3.07%
Gain 0%
Monthly
0.1%
Yearly
1.24%
Drawdown
12.45%
$89.04M
Equity
Holdings
$89.04M
Investment
$80.33M
-$1.89M
Profit -$5,970.83
Realized
-$12.17M
Unrealized
$10.27M
Dividends
$14.22M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$5,970.83
Win %
69%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$5,970.83
Win %
69%
This Month
Compared to last month
Gain
0.32%
Profit
$285,423.72
Win %
69%
This Year
Compared to last year
Gain
-55.9%
Profit
-$46.46M
Win %
71%
NAT Nordic American Tankers Ltd.
+7.96%
+$16,313.08 
NG NovaGold Resources Inc.
+5.23%
+$6,234.13 
AMD Advanced Micro Devices, Inc.
+4.73%
+$28,553.2 
HCC Warrior Met Coal Inc.
+4.35%
+$13,124.82 
VIRT Virtu Financial, Inc.
+3.93%
+$14,050.1 
GEV GE Vernova Inc.
+3.73%
+$19,644.59 
CEG Constellation Energy Corporation
+2.86%
+$21,368.49 
FLNG Flex LNG Ltd.
+2.56%
+$51,640.68 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.53%
+$19,556.4 
T AT&T Inc.
+2.52%
+$15,903.6 
STRL Sterling Infrastructure, Inc.
+2.44%
+$16,842.56 
YUMC Yum China Holdings Inc.
+2.41%
+$5,583.9 
FSK FS KKR Capital Corp.
+2.22%
+$42,518.88 
WSM Williams-Sonoma, Inc.
+2.19%
+$11,577.55 
UDOW ProShares UltraPro Dow30
+2.07%
+$11,277.44 
GIS General Mills, Inc.
+2.04%
+$8,736.09 
TQQQ ProShares UltraPro QQQ
+1.99%
+$15,628.48 
TCPC BlackRock TCP Capital Corp.
+1.88%
+$776.86 
TSLA Tesla, Inc.
+1.82%
+$11,604.32 
SCM Stellus Capital Investment Corporation
+1.81%
+$1,602.72 
GSBD Goldman Sachs BDC Inc.
+1.76%
+$31,054.88 
IRM Iron Mountain Inc.
+1.65%
+$7,644.51 
ARES Ares Management Corporation
+1.57%
+$36,622.21 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.54%
+$10,039.93 
EXC Exelon Corporation
+1.54%
+$6,977.6 
KDP Keurig Dr Pepper Inc.
+1.54%
+$3,993.6 
GLW Corning Incorporated
+1.5%
+$7,613.45 
RGLD Royal Gold Inc.
+1.47%
+$2,397 
ABBV AbbVie Inc.
+1.32%
+$24,606.48 
PSEC Prospect Capital Corporation
+1.32%
+$465.81 
CAH Cardinal Health Inc.
+1.22%
+$4,016.18 
XEL Xcel Energy Inc.
+1.21%
+$2,671.4 
NWN Northwest Natural Holding Company
+1.18%
+$2,475.44 
GECC Great Elm Capital Corp.
+1.15%
+$1,153.11 
STLD Steel Dynamics Inc.
+1.15%
+$15,408.1 
MOD Modine Manufacturing Company
+1.1%
+$6,945.75 
SPOK Spok Holdings Inc.
+1.02%
+$1,835.13 
ABR Arbor Realty Trust Inc.
+0.97%
+$11,305.8 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$3,043.26 
KR Kroger Co.
+0.92%
+$3,183.64 
ED Consolidated Edison, Inc.
+0.84%
+$2,241.9 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$3,827.6 
NVT nVent Electric plc
+0.8%
+$2,510.64 
PCAR PACCAR Inc.
+0.8%
+$1,821.72 
GE General Electric Company
+0.76%
+$6,106.11 
CGBD Carlyle Secured Lending, Inc.
+0.73%
+$12,984.48 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$21,199.42 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$50,678.75 
ECL Ecolab Inc.
+0.68%
+$1,838.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,821.68 
INCY Incyte Corporation
+0.65%
+$3,087 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.65%
+$1,264.56 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$12,430.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$13,107.25 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$7,507.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,802.76 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$10,625 
VOO Vanguard S&P 500 ETF
+0.55%
+$6,606.77 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$9,490.56 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$11,499.15 
FDUS Fidus Investment Corporation
+0.53%
+$6,364.6 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,782.5 
VKTX Viking Therapeutics Inc.
+0.49%
+$992.18 
ASLE AerSale Corporation
+0.48%
+$1,122.6 
PDFS Pdf Solutions Inc.
+0.45%
+$2,590.86 
HSY The Hershey Company
+0.45%
+$1,632.62 
WMT Walmart Inc.
+0.45%
+$1,778.22 
PGR Progressive Corporation
+0.42%
+$7,419.74 
RSF RiverNorth Capital and Income Fund, Inc.
+0.39%
+$6,891.59 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$8,453.7 
CPB The Campbell's Company
+0.35%
+$827.52 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$3,834.32 
ERIE Erie Indemnity Company
+0.29%
+$691.69 
XOM Exxon Mobil Corporation
+0.28%
+$937.63 
PTY PIMCO Corporate & Income Opportunity Fund
+0.26%
+$326.88 
DX Dynex Capital Inc.
+0.23%
+$2,190.99 
SIGA Siga Technologies Inc.
+0.23%
+$231.31 
NVDA NVIDIA Corporation
+0.16%
+$1,495.36 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$303.48 
SHV iShares Short Treasury Bond ETF
+0.03%
+$61.56 
CNX
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ETD Ethan Allen Interiors Inc.
-2.48%
-$13,210.45 
MREO Mereo BioPharma Group plc - ADR
-2.24%
-$179.44 
SLRC SLR Investment Corp.
-1.62%
-$6,163.29 
AAPL Apple Inc.
-1.52%
-$6,934.5 
CLX The Clorox Company
-1.51%
-$4,130.68 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$17,363.3 
AMZN Amazon.com Inc
-1.23%
-$5,399.02 
KIO KKR Income Opportunities Fund
-1.15%
-$18,349.37 
IMKTA Ingles Markets Inc.
-1.12%
-$4,074.72 
WSO Watsco Inc.
-1.01%
-$4,465.98 
THW abrdn World Healthcare Fund
-0.97%
-$17,421.72 
PDI Pimco Dynamic Income Fund
-0.79%
-$7,860.06 
IONS Ionis Pharmaceuticals, Inc.
-0.73%
-$3,598.56 
DDS Dillard's Inc.
-0.69%
-$5,999.38 
LQDA Liquidia Corporation
-0.56%
-$2,319.2 
MMSI Merit Medical Systems, Inc.
-0.54%
-$1,211.04 
SBR Sabine Royalty Trust
-0.4%
-$7,862.9 
RTX RTX Corporation
-0.37%
-$792.89 
GBDC Golub Capital BDC, Inc.
-0.3%
-$651.2 
PLMR Palomar Holdings Inc.
-0.26%
-$527.1 
OSUR Orasure Technologies Inc.
-0.24%
-$198.57 
BIT BlackRock Multi-Sector Income Trust
-0.24%
-$1,575.48 
GILD Gilead Sciences Inc.
-0.22%
-$1,140.72 
FLO Flowers Foods, Inc.
-0.13%
-$132.73 
ARKO Arko Corp.
-0.12%
-$107.71 
HTGC Hercules Capital Inc.
-0.06%
-$1,251.36 
PAG Penske Automotive Group Inc.
-0.03%
-$720.23 
IVT InvenTrust Properties Corp.
-0.03%
-$132.57 
IBIT iShares Bitcoin Trust
-0.03%
-$61.64 Events
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Dividends
Dividend Analysis
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| Trades 974 | Longs Won 532/974 54% | Profit Factor 0.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $472,096.48 |
| Average Win $53,234.66 | Best Trade (Mar 31) $768,968.42 | Sharpe Ratio -8.85 |
| Average Loss -$68,770.87 | Worst Trade (Jun 29) -$10.31M | Z-Score -5.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy -$1,941.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 3,639.65% | 1,233.48% | 655.01% | 418.03% | 295.07% | 221.98% | 174.51% | 141.67% | 117.88% |
| Consecutive Losing Trades | 1,295 | 1,166 | 1,036 | 907 | 777 | 648 | 518 | 389 | 259 | 130 |
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Returns
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Option values are updated at end of day.
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