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:
0.03%
Gain -0.32%
Monthly
0%
Yearly
0.01%
Drawdown
11.32%
$91.9M
Equity
Holdings
$91.9M
Investment
$82.64M
-$5.79M
Profit -$384,983.06
Realized
-$15.05M
Unrealized
$9.26M
Dividends
$15.17M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$384,983.06
Win %
60%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$384,983.06
Win %
60%
This Month
Compared to last month
Gain
-1.66%
Profit
-$1.55M
Win %
60%
This Year
Compared to last year
Gain
-1.12%
Profit
-$1.04M
Win %
65%
CLW Clearwater Paper Corporation
+4.22%
+$8,733.83 
KR Kroger Co.
+3.76%
+$12,058.2 
OSUR Orasure Technologies Inc.
+3.23%
+$2,145.36 
SIGA Siga Technologies Inc.
+3.19%
+$2,433.55 
ERIE Erie Indemnity Company
+3.15%
+$8,227.92 
GOOGL Alphabet Inc
+3.08%
+$14,668.2 
GECC Great Elm Capital Corp.
+2.59%
+$2,599.51 
IBIT iShares Bitcoin Trust
+2.4%
+$8,901.9 
NAT Nordic American Tankers Ltd.
+2.35%
+$5,316.68 
WMT Walmart Inc.
+2.27%
+$8,113.77 
SPOK Spok Holdings Inc.
+2.16%
+$4,173.35 
PLMR Palomar Holdings Inc.
+2.15%
+$5,256.18 
T AT&T Inc.
+2.07%
+$17,294.07 
CLX The Clorox Company
+1.93%
+$4,873.96 
GILD Gilead Sciences Inc.
+1.86%
+$10,901.61 
ABBV AbbVie Inc.
+1.73%
+$37,673.4 
ARKO Arko Corp.
+1.66%
+$829.42 
KMB Kimberly-Clark Corporation
+1.49%
+$3,076.5 
CPB The Campbell's Company
+1.47%
+$3,427.43 
PGR Progressive Corporation
+1.4%
+$27,062.08 
GIS General Mills, Inc.
+1.3%
+$6,190.08 
DDS Dillard's Inc.
+1.25%
+$11,558.7 
YUMC Yum China Holdings Inc.
+1.16%
+$2,695.98 
ETD Ethan Allen Interiors Inc.
+1.12%
+$5,990.01 
KO The Coca-Cola Company
+1.1%
+$2,561.77 
THW abrdn World Healthcare Fund
+1.08%
+$21,424.91 
WSM Williams-Sonoma, Inc.
+1.06%
+$5,858.4 
AMPH Amphastar Pharmaceuticals Inc.
+1.05%
+$2,606 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$40,012.67 
FLNG Flex LNG Ltd.
+0.93%
+$19,593.31 
HTGC Hercules Capital Inc.
+0.83%
+$18,301.76 
FSK FS KKR Capital Corp.
+0.8%
+$17,131.35 
INCY Incyte Corporation
+0.7%
+$3,808.85 
IIPR Innovative Industrial Properties Inc.
+0.69%
+$1,315.08 
MMSI Merit Medical Systems, Inc.
+0.67%
+$2,049.72 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.66%
+$1,265.01 
SJM The J.M. Smucker Company
+0.63%
+$1,435.9 
TZA Direxion Daily Small Cap Bear 3X Shares
+0.59%
+$432.89 
PAG Penske Automotive Group Inc.
+0.5%
+$12,994.56 
IMKTA Ingles Markets Inc.
+0.43%
+$1,412.19 
HSY The Hershey Company
+0.35%
+$1,240.83 
KDP Keurig Dr Pepper Inc.
+0.2%
+$546.86 
SLRC SLR Investment Corp.
+0.17%
+$586.98 
GSBD Goldman Sachs BDC Inc.
+0.16%
+$2,959.24 
OCSL Oaktree Specialty Lending Corporation
+0.12%
+$584 
CAH Cardinal Health Inc.
+0.08%
+$258.47 
NWN Northwest Natural Holding Company
+0.06%
+$130.83 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$716.61 
PCAR PACCAR Inc.
+0.02%
+$39.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$60.34 
SHV iShares Short Treasury Bond ETF
0%
+$4.13 
RSF RiverNorth Capital and Income Fund, Inc.
0%
+$12.39 
MREO Mereo BioPharma Group plc - ADR
0%
$0 
GLW Corning Incorporated
-14.06%
-$67,269.61 
PDFS Pdf Solutions Inc.
-10.7%
-$45,729.39 
NVT nVent Electric plc
-9.54%
-$29,657.43 
GEV GE Vernova Inc.
-8.66%
-$48,082.01 
STRL Sterling Infrastructure, Inc.
-7.76%
-$31,926.31 
CEG Constellation Energy Corporation
-6.79%
-$58,619.54 
PLPC Preformed Line Products Co.
-6%
-$13,862.94 
IONS Ionis Pharmaceuticals, Inc.
-5.04%
-$18,053.49 
MOD Modine Manufacturing Company
-3.96%
-$17,193.96 
AMD Advanced Micro Devices, Inc.
-3.9%
-$22,913.63 
GBDC Golub Capital BDC, Inc.
-3.08%
-$6,538.12 
NG NovaGold Resources Inc.
-3.07%
-$3,916.44 
DKS Dick's Sporting Goods, Inc.
-2.98%
-$23,802.42 
NVDA NVIDIA Corporation
-2.85%
-$29,503.66 
IRM Iron Mountain Inc.
-2.24%
-$9,670.49 
PDI Pimco Dynamic Income Fund
-2.17%
-$19,709.76 
FLO Flowers Foods, Inc.
-2.05%
-$1,727.62 
STLD Steel Dynamics Inc.
-2.02%
-$22,956.12 
GE General Electric Company
-1.98%
-$15,427.26 
GOF Guggenheim Strategic Opportunities Fund
-1.85%
-$27,357.08 
TQQQ ProShares UltraPro QQQ
-1.72%
-$12,752.66 
XEL Xcel Energy Inc.
-1.68%
-$3,666.49 
HCC Warrior Met Coal Inc.
-1.65%
-$5,213.18 
PTY PIMCO Corporate & Income Opportunity Fund
-1.53%
-$1,940.75 
TSLA Tesla, Inc.
-1.4%
-$8,166.4 
VIRT Virtu Financial, Inc.
-1.37%
-$5,271.35 
VKTX Viking Therapeutics Inc.
-1.37%
-$3,193.31 
RTX RTX Corporation
-1.32%
-$3,851.39 
LQDA Liquidia Corporation
-1.29%
-$4,974.24 
AMZN Amazon.com Inc
-1.22%
-$5,466.74 
SBR Sabine Royalty Trust
-1.08%
-$21,565.44 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.99%
-$7,065.65 
ABR Arbor Realty Trust Inc.
-0.93%
-$10,165.45 
EXC Exelon Corporation
-0.9%
-$3,887.52 
DX Dynex Capital Inc.
-0.88%
-$8,189.06 
XOM Exxon Mobil Corporation
-0.85%
-$3,219.16 
WSO Watsco Inc.
-0.84%
-$3,079.73 
DVN Devon Energy Corporation
-0.83%
-$5,253.07 
KIO KKR Income Opportunities Fund
-0.74%
-$11,599.32 
PSEC Prospect Capital Corporation
-0.68%
-$266.31 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.61%
-$4,527.1 
ED Consolidated Edison, Inc.
-0.58%
-$1,591.54 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$7,533.48 
UDOW ProShares UltraPro Dow30
-0.56%
-$3,360.63 
ASLE AerSale Corporation
-0.55%
-$1,166.28 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$13,679.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$13,770.11 
TCPC BlackRock TCP Capital Corp.
-0.49%
-$288.34 
BIT BlackRock Multi-Sector Income Trust
-0.47%
-$2,940.03 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$32,818.49 
ECL Ecolab Inc.
-0.43%
-$1,232.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$1,654.1 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,914.34 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$1,106.64 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$7,659.96 
VOO Vanguard S&P 500 ETF
-0.34%
-$2,027.24 
FTQI First Trust Nasdaq BuyWrite Fund
-0.32%
-$6,400.72 
FDUS Fidus Investment Corporation
-0.23%
-$2,969.26 
ARES Ares Management Corporation
-0.2%
-$4,656.85 
IVT InvenTrust Properties Corp.
-0.19%
-$814.92 
SCM Stellus Capital Investment Corporation
-0.18%
-$151.97 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.11%
-$2,163.74 
CGBD Carlyle Secured Lending, Inc.
-0.1%
-$1,927.66 Events
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Dividends
Dividend Analysis
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| Trades 1083 | Longs Won 644/1083 59% | Profit Factor 0.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454,687.58 |
| Average Win $49,598.95 | Best Trade (Sep 04) $860,996.2 | Sharpe Ratio -14.83 |
| Average Loss -$85,939.61 | Worst Trade (Jun 29) -$10.31M | Z-Score -0.04 (3.01%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy -$5,342.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 5.32M% | 201,162.45% | 29,599.58% | 7,599.53% | 2,647.04% | 1,118.22% | 539.65% | 287.1% | 164.54% |
| Consecutive Losing Trades | 1,070 | 963 | 856 | 749 | 642 | 535 | 428 | 321 | 214 | 107 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 8,485 | $1.7M | $2.22M | - | $516,107.32 | 30.3% | +1.727% |
| ABR Arbor Realty Trust Inc. | 231,033 | $1.77M | $1.08M | - | -$688,538.67 | -38.9% | -0.931% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 47,774 | $1.19M | $1.23M | - | $33,212.53 | 2.78% | +0.058% |
| AMD Advanced Micro Devices, Inc. | 1,138 | $158,737.8 | $564,442.31 | - | $405,704.51 | 255.58% | -3.901% |
| AMPH Amphastar Pharmaceuticals Inc. | 10,424 | $210,356 | $250,488.72 | - | $40,132.72 | 19.08% | +1.051% |
| AMZN Amazon.com Inc | 1,741 | $337,039.59 | $441,587.24 | - | $104,547.65 | 31.02% | -1.223% |
| ARES Ares Management Corporation | 17,573 | $1.92M | $2.31M | - | $391,438.27 | 20.42% | -0.201% |
| ARKO Arko Corp. | 11,059 | $48,860 | $50,816.1 | - | $1,956.1 | 4% | +1.659% |
| ASLE AerSale Corporation | 38,747 | $286,724.74 | $209,229.93 | - | -$77,494.81 | -27.03% | -0.554% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 12,069 | $1.1M | $1.1M | - | $20.94 | - | +0.005% |
| BIT BlackRock Multi-Sector Income Trust | 53,455 | $669,256.29 | $623,552.57 | - | -$45,703.72 | -6.83% | -0.469% |
| BRK-B Berkshire Hathaway Inc. | 7,486 | $3.7M | $3.86M | - | $157,004.17 | 4.24% | +1.047% |
| CAH Cardinal Health Inc. | 1,436 | $303,510.57 | $337,101 | - | $33,590.43 | 11.07% | +0.077% |
| CEG Constellation Energy Corporation | 3,031 | $443,322.72 | $804,457.71 | - | $361,134.99 | 81.46% | -6.792% |
| CGBD Carlyle Secured Lending, Inc. | 164,757 | $1.8M | $1.87M | - | $69,922.41 | 3.88% | -0.103% |
| CLW Clearwater Paper Corporation | 10,215 | $160,171 | $215,485.42 | - | $55,314.42 | 34.53% | +4.224% |
| CLX The Clorox Company | 2,884 | $374,787.53 | $257,973.8 | - | -$116,813.73 | -31.17% | +1.926% |
| CPB The Campbell's Company | 11,092 | $349,907.96 | $236,359.43 | - | -$113,548.53 | -32.45% | +1.471% |
| DDS Dillard's Inc. | 1,427 | $816,340.92 | $939,922.09 | - | $123,581.17 | 15.14% | +1.245% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9,730 | $310,873.6 | $437,752.7 | - | $126,879.1 | 40.81% | -0.376% |
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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 Guggenheim Strategic Opportunities Fund - $651,635.88. 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, Genie Energy Ltd - $2.23M, KKR Real Estate Finance Trust Inc - $561,334.42, and Camping World Holdings Inc - $405,288.26. 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 $15.17M earned over time. The largest contributors to dividend income include TrueShares Active Yield ETF - $6.83M, Nasdaq 100 Core Premium Income ETF - $523,488.41, Guggenheim Strategic Opportunities Fund - $390,067.62, 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.
