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:
1.43%
Gain -0.5%
Monthly
0.05%
Yearly
0.55%
Drawdown
11.38%
$90.96M
Equity
Holdings
$90.96M
Investment
$82.64M
-$3.41M
Profit -$603,931.96
Realized
-$11.74M
Unrealized
$8.33M
Dividends
$15.11M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$603,931.96
Win %
63%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$847,021.81
Win %
63%
This Month
Compared to last month
Gain
-2.15%
Profit
-$2M
Win %
63%
This Year
Compared to last year
Gain
-2.13%
Profit
-$1.98M
Win %
68%
AMD Advanced Micro Devices, Inc.
+3.78%
+$21,326.12 
PLMR Palomar Holdings Inc.
+3.57%
+$8,814.75 
GOOGL Alphabet Inc
+3%
+$14,597.96 
STRL Sterling Infrastructure, Inc.
+2.76%
+$14,176.05 
NAT Nordic American Tankers Ltd.
+2.56%
+$4,709.06 
TQQQ ProShares UltraPro QQQ
+2.55%
+$17,979.16 
VIRT Virtu Financial, Inc.
+2.53%
+$8,901.33 
MMSI Merit Medical Systems, Inc.
+1.88%
+$4,912.26 
AMZN Amazon.com Inc
+1.82%
+$7,851.91 
RTX RTX Corporation
+1.66%
+$4,726.06 
IBIT iShares Bitcoin Trust
+1.65%
+$5,086.8 
NVDA NVIDIA Corporation
+1.63%
+$15,678.3 
ETD Ethan Allen Interiors Inc.
+1.32%
+$7,334.7 
NG NovaGold Resources Inc.
+0.96%
+$851.4 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.94%
+$6,300.1 
QQQ Invesco QQQ Trust, Series 1
+0.93%
+$12,124.74 
VOOG Vanguard S&P 500 Growth ETF
+0.87%
+$21,763 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.83%
+$22,150.92 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.8%
+$60,278.85 
PGR Progressive Corporation
+0.8%
+$14,777.32 
XOM Exxon Mobil Corporation
+0.79%
+$2,629.72 
PLPC Preformed Line Products Co.
+0.72%
+$1,288.56 
THW abrdn World Healthcare Fund
+0.53%
+$10,343.06 
CEG Constellation Energy Corporation
+0.52%
+$4,000.92 
NVT nVent Electric plc
+0.45%
+$1,320.66 
SIGA Siga Technologies Inc.
+0.44%
+$377.88 
SJM The J.M. Smucker Company
+0.43%
+$900.96 
FLNG Flex LNG Ltd.
+0.37%
+$7,638.07 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$8,016.36 
T AT&T Inc.
+0.34%
+$2,401.95 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$11,902.74 
KMB Kimberly-Clark Corporation
+0.32%
+$735 
VOO Vanguard S&P 500 ETF
+0.32%
+$1,859.75 
GLW Corning Incorporated
+0.31%
+$1,366.1 
TZA Direxion Daily Small Cap Bear 3X Shares
+0.26%
+$178.25 
SBR Sabine Royalty Trust
+0.22%
+$4,259.84 
DVN Devon Energy Corporation
+0.19%
+$1,075.93 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.19%
+$827.05 
FTQI First Trust Nasdaq BuyWrite Fund
+0.18%
+$3,606.04 
XEL Xcel Energy Inc.
+0.18%
+$404.18 
IMKTA Ingles Markets Inc.
+0.18%
+$636.48 
YUMC Yum China Holdings Inc.
+0.16%
+$385.14 
BIT BlackRock Multi-Sector Income Trust
+0.12%
+$801.83 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.08%
+$158 
VKTX Viking Therapeutics Inc.
+0.07%
+$182.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$121.9 
SHV iShares Short Treasury Bond ETF
+0.01%
+$10.32 
PSEC Prospect Capital Corporation
0%
$0 
SPOK Spok Holdings Inc.
0%
$0 
SCM Stellus Capital Investment Corporation
-6.18%
-$4,761.57 
FDUS Fidus Investment Corporation
-4.52%
-$59,644.52 
TCPC BlackRock TCP Capital Corp.
-3.47%
-$1,657.95 
PDFS Pdf Solutions Inc.
-3.37%
-$15,437.02 
ARES Ares Management Corporation
-3.16%
-$69,764.81 
ABR Arbor Realty Trust Inc.
-2.51%
-$30,034.29 
TSLA Tesla, Inc.
-2.24%
-$13,597.37 
PAG Penske Automotive Group Inc.
-2.04%
-$49,812.48 
CLW Clearwater Paper Corporation
-2%
-$3,268.8 
GSBD Goldman Sachs BDC Inc.
-1.98%
-$34,524.53 
SLRC SLR Investment Corp.
-1.97%
-$7,580.85 
STLD Steel Dynamics Inc.
-1.9%
-$21,224.92 
FSK FS KKR Capital Corp.
-1.88%
-$36,967.65 
GBDC Golub Capital BDC, Inc.
-1.84%
-$3,981.6 
ARKO Arko Corp.
-1.7%
-$1,492.96 
MREO Mereo BioPharma Group plc - ADR
-1.61%
-$163.38 
GECC Great Elm Capital Corp.
-1.5%
-$1,341.68 
ECL Ecolab Inc.
-1.44%
-$4,055.93 
GE General Electric Company
-1.42%
-$11,918.86 
DDS Dillard's Inc.
-1.37%
-$10,802.39 
HTGC Hercules Capital Inc.
-1.33%
-$27,137.08 
CGBD Carlyle Secured Lending, Inc.
-1.32%
-$22,736.47 
GIS General Mills, Inc.
-1.3%
-$6,589.44 
DX Dynex Capital Inc.
-1.24%
-$12,283.59 
IONS Ionis Pharmaceuticals, Inc.
-1.17%
-$4,199.26 
INCY Incyte Corporation
-1.06%
-$5,556.44 
WMT Walmart Inc.
-0.99%
-$3,773.07 
WSM Williams-Sonoma, Inc.
-0.9%
-$5,028.46 
KR Kroger Co.
-0.9%
-$2,904.93 
LQDA Liquidia Corporation
-0.89%
-$4,106.64 
CPB The Campbell's Company
-0.88%
-$2,159.61 
CAH Cardinal Health Inc.
-0.8%
-$2,613.52 
KDP Keurig Dr Pepper Inc.
-0.79%
-$2,096.71 
UDOW ProShares UltraPro Dow30
-0.79%
-$4,696.27 
FLO Flowers Foods, Inc.
-0.77%
-$898.37 
NWN Northwest Natural Holding Company
-0.7%
-$1,569.96 
ED Consolidated Edison, Inc.
-0.67%
-$1,925.25 
PCAR PACCAR Inc.
-0.61%
-$1,529.75 
HSY The Hershey Company
-0.59%
-$2,092.02 
WSO Watsco Inc.
-0.59%
-$2,576.2 
OCSL Oaktree Specialty Lending Corporation
-0.58%
-$2,725.31 
ERIE Erie Indemnity Company
-0.57%
-$1,375.14 
DKS Dick's Sporting Goods, Inc.
-0.54%
-$6,986.78 
HCC Warrior Met Coal Inc.
-0.53%
-$1,359.96 
EXC Exelon Corporation
-0.5%
-$2,292.64 
IIPR Innovative Industrial Properties Inc.
-0.48%
-$1,045.32 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.48%
-$9,195.9 
GOF Guggenheim Strategic Opportunities Fund
-0.47%
-$8,046.2 
GEV GE Vernova Inc.
-0.47%
-$2,865.18 
GILD Gilead Sciences Inc.
-0.44%
-$2,429.39 
IRM Iron Mountain Inc.
-0.44%
-$2,020.14 
PDI Pimco Dynamic Income Fund
-0.4%
-$4,003.55 
CLX The Clorox Company
-0.37%
-$1,038.24 
KIO KKR Income Opportunities Fund
-0.36%
-$5,756.6 
DFAT Dimensional US Targeted Value ETF
-0.3%
-$968.31 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.29%
-$3,535.28 
VIG Vanguard Dividend Appreciation ETF
-0.29%
-$1,535.94 
MOD Modine Manufacturing Company
-0.29%
-$1,512.08 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.23%
-$1,833.76 
ASLE AerSale Corporation
-0.21%
-$499.84 
IVT InvenTrust Properties Corp.
-0.16%
-$814.92 
RSF RiverNorth Capital and Income Fund, Inc.
-0.14%
-$2,478.66 
PTY PIMCO Corporate & Income Opportunity Fund
-0.13%
-$166.35 
OSUR Orasure Technologies Inc.
-0.12%
-$96.03 
ABBV AbbVie Inc.
-0.07%
-$1,484.96 
AMPH Amphastar Pharmaceuticals Inc.
-0.05%
-$107.37 
KO The Coca-Cola Company
-0.03%
-$52.82 Events
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Dividends
Dividend Analysis
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| Trades 1083 | Longs Won 597/1083 55% | Profit Factor 0.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,632.62 |
| Average Win $46,070.29 | Best Trade (Jul 29) $880,324.25 | Sharpe Ratio -13.45 |
| Average Loss -$63,602.31 | Worst Trade (Jun 29) -$10.31M | Z-Score -8.99 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy -$3,145.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 76,472.24% | 10,362.93% | 3,219.01% | 1,404.31% | 737.94% | 436.22% | 279.68% | 190.3% | 135.5% |
| Consecutive Losing Trades | 1,431 | 1,288 | 1,144 | 1,001 | 858 | 715 | 572 | 429 | 286 | 143 |
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 Kelly Christopher?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.44M, SPDR S&P 500 ETF Trust - $1.23M, DHT Holdings Inc - $1M, Eli Lilly and Company - $913,734.71, and Direxion Daily S&P 500 Bull 3X Shares - $619,085.13. 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: ERNZ - $10.98M, TrueShares Active Yield ETF - $7.34M, KKR Real Estate Finance Trust Inc - $522,728.2, Lamb Weston Holdings, Inc - $136,282.52, and Newmont Corporation - $125,535.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kelly Christopher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.11M earned over time. The largest contributors to dividend income include TrueShares Active Yield ETF - $6.83M, Nasdaq 100 Core Premium Income ETF - $391,835.38, Guggenheim Strategic Opportunities Fund - $331,459.1, Cornerstone Strategic Investment Fund, Inc - $330,993.8, and Cornerstone Total Return Fund, Inc - $303,311.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelly Christopher's monthly returns?
Kelly Christopher's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kelly Christopher's strategy be considered aggressive or moderate?
Kelly Christopher'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 Kelly Christopher's strategy?
Kelly Christopher'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.
