Jennifer Carlson Portfolio
Invests via Gould Capital LLC | Managed by Jennifer A. Emmons Carlson, Gary M. Gould, John M. Gould III
Invests via Gould Capital LLC
Managed by Jennifer A. Emmons Carlson, Gary M. Gould, John M. Gould III
Automatically Tracked
Jennifer Carlson Profile
With a robust background in finance and entrepreneurship, Jennifer Carlson has made her mark as a leading executive within innovative technology sectors. Known for driving strategic initiatives and fostering partnerships, she has navigated complex market dynamics to deliver growth across various ventures. Her experience encompasses several successful startup launches, where she demonstrated adeptness at transforming nascent ideas into viable business models that resonate with consumers. As a seasoned operator in corporate leadership roles, Carlson's insights have proven invaluable to investors seeking opportunities in disruptive markets.
With a robust background in finance and entrepreneurship, Jennifer Carlson has made her mark as a leading executive within innovative technology sectors. Known for driving strategic initiatives and fostering partnerships, she has navigated complex market dynamics to deliver growth across various ventures. Her experience encompasses several successful startup launches, where she demonstrated adeptness at transforming nascent ideas into viable business models that resonate with consumers. As a seasoned operator in corporate leadership roles, Carlson's insights have proven invaluable to investors seeking opportunities in disruptive markets.
Investment Philosophy & Strategy
Growth prospects in emerging technology markets captivate attention, particularly for a seasoned leader like Jennifer Carlson. Drawing from an entrepreneurial journey marked by successful ventures, she approaches investment opportunities with a keen eye for innovation and scalability. This strategic orientation allows her to leverage market trends and consumer insights, often leading to impactful partnerships that enhance value creation. With proven experience in operational excellence, her focus is on identifying high-potential startups capable of redefining their sectors while maintaining adaptability to shifting dynamics.
Growth prospects in emerging technology markets captivate attention, particularly for a seasoned leader like Jennifer Carlson. Drawing from an entrepreneurial journey marked by successful ventures, she approaches investment opportunities with a keen eye for innovation and scalability. This strategic orientation allows her to leverage market trends and consumer insights, often leading to impactful partnerships that enhance value creation. With proven experience in operational excellence, her focus is on identifying high-potential startups capable of redefining their sectors while maintaining adaptability to shifting dynamics.
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:
46.71%
Gain -0.51%
Monthly
0.52%
Yearly
6.46%
Drawdown
13.82%
$181.91M
Equity
Holdings
$181.91M
Investment
$146.97M
$40.12M
Profit -$773,120.37
Realized
$5.17M
Unrealized
$34.95M
Dividends
$14.98M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$773,120.37
Win %
66%
This Week
Compared To Last Week
Gain
-1.43%
Profit
-$2.63M
Win %
66%
This Month
Compared to last month
Gain
-1.22%
Profit
-$2.25M
Win %
66%
This Year
Compared to last year
Gain
1.3%
Profit
$2.34M
Win %
66%
ABNB Airbnb, Inc.
+17.43%
+$3,964.5 
SPCX Space Exploration Technologies Corp. Class A
+15.83%
+$2,455.65 
OKLO Oklo Inc.
+14.77%
+$311.5 
IONQ IonQ, Inc.
+11.86%
+$1,742.7 
PLTR Palantir Technologies Inc.
+10.32%
+$804.5 
QS QuantumScape Corp
+9.95%
+$220 
RKLB Rocket Lab Corporation
+9.46%
+$15,931 
AXON Axon Enterprise, Inc.
+9.29%
+$4,855 
BBAI BigBear.ai Holdings Inc.
+8.64%
+$650 
CRDO Credo Technology Group Holding Ltd.
+8.45%
+$953.54 
HONA Honeywell Aerospace Inc.
+7.7%
+$602 
RDDT Reddit Inc Class A
+7.18%
+$2,166 
ACHR Archer Aviation Inc.
+6.88%
+$1,821.6 
ASTS AST SpaceMobile, Inc.
+6.8%
+$458 
UBER Uber Technologies, Inc.
+6.46%
+$1,569.75 
VEEV Veeva Systems Inc.
+5.82%
+$116,373.95 
COIN Coinbase Global, Inc.
+5.63%
+$2,088.45 
ENPH Enphase Energy, Inc.
+5.55%
+$2,508 
JOBY Joby Aviation, Inc.
+4.98%
+$533 
OC Owens Corning
+4.32%
+$3,048.5 
RIVN Rivian Automotive, Inc.
+4.03%
+$4,975.5 
URA Global X Uranium ETF
+3.96%
+$914.85 
RMBS Rambus Inc.
+3.93%
+$60,368.64 
FDRV Fidelity Electric Vehicles and Future Transportation ETF
+3.79%
+$333 
RKT Rocket Companies, Inc. Class A
+3.78%
+$71,020.5 
DELL Dell Technologies Inc.
+3.68%
+$66,865.76 
CRSP Crispr Therapeutics AG
+3.64%
+$131.6 
CRWD CrowdStrike Holdings, Inc.
+3.39%
+$787.36 
AEHR Aehr Test Systems
+3.34%
+$3,330 
A Agilent Technologies Inc.
+3.28%
+$2,032.57 
PSLV Sprott Physical Silver Trust
+3.22%
+$325 
ZM Zoom Video Communications, Inc.
+3.16%
+$492.8 
LULU lululemon athletica inc.
+3.09%
+$793.1 
FOX Fox Corporation Class B Common Stock
+3%
+$33.2 
SLV iShares Silver Trust
+2.95%
+$13.2 
BMNR Bitmine Immersion Technologies, Inc.
+2.84%
+$223.6 
TSLA Tesla, Inc.
+2.83%
+$3,737.65 
SHOP Shopify Inc.
+2.8%
+$681.45 
SPOT Spotify Technology S.A.
+2.75%
+$13.07 
CORT Corcept Therapeutics Incorporated
+2.61%
+$2,820 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.53%
+$30.1 
ORCL Oracle Corporation
+2.47%
+$1,704 
GLDM SPDR Gold MiniShares Trust
+2.29%
+$2,467.2 
NVDA NVIDIA Corporation
+2.27%
+$56,966.14 
IAU iShares Gold Trust
+2.27%
+$7,873.5 
GLD SPDR Gold Shares
+2.26%
+$112,349.47 
NBIX Neurocrine Biosciences Inc.
+2.25%
+$33,710.01 
AAAU Goldman Sachs Physical Gold ETF
+2.2%
+$90.16 
PFE Pfizer Inc.
+2.14%
+$560 
PRTA Prothena Corporation plc
+2.1%
+$18 
GEHC GE HealthCare Technologies Inc.
+2.08%
+$2.92 
SOXX iShares Semiconductor ETF
+2.02%
+$1,268.5 
SMH VanEck Semiconductor ETF
+1.96%
+$168.3 
INTC Intel Corporation
+1.84%
+$644 
LRCX Lam Research Corporation
+1.82%
+$29,295.1 
CROX Crocs, Inc.
+1.82%
+$7.32 
GILD Gilead Sciences Inc.
+1.8%
+$28,808.77 
TGT Target Corporation
+1.78%
+$524 
IHAK iShares Cybersecurity and Tech ETF
+1.77%
+$118.56 
HD The Home Depot, Inc.
+1.75%
+$610 
BITU ProShares Ultra Bitcoin ETF
+1.69%
+$6.4 
NLY Annaly Capital Management, Inc.
+1.68%
+$4,434.23 
IBM International Business Machines Corporation
+1.65%
+$1,925.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.56%
+$45 
UHT Universal Health Realty Income Trust
+1.54%
+$130 
DOC Healthpeak Properties, Inc.
+1.47%
+$248 
VOT Vanguard Mid-Cap Growth ETF
+1.41%
+$17 
F Ford Motor Company
+1.38%
+$22.04 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$16.64 
UPS United Parcel Service, Inc.
+1.26%
+$91 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$477.66 
QQQM Invesco NASDAQ 100 ETF
+1.17%
+$1,179.92 
DHC Diversified Healthcare Trust
+1.15%
+$1,743.6 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$2,302.14 
VSGX Vanguard ESG International Stock ETF
+1.14%
+$434.31 
SLX VanEck Steel ETF
+1.12%
+$17.14 
IYH iShares U.S. Healthcare ETF
+1.1%
+$9.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$200,494.91 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$1,493.1 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+1.05%
+$26,315.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$3,217.35 
SPEM SPDR Portfolio Emerging Markets ETF
+1%
+$681.2 
ICLN iShares Global Clean Energy ETF
+0.99%
+$1,468.44 
ATAI AtaiBeckley Inc.
+0.97%
+$700 
AIPO Defiance AI & Power Infrastructure ETF
+0.97%
+$5.8 
MEDP Medpace Holdings Inc.
+0.97%
+$849 
BA Boeing Company
+0.96%
+$541.89 
ESGE iShares ESG Aware MSCI EM ETF
+0.96%
+$898.5 
POWR iShares US Power Infrastructure ETF
+0.95%
+$100 
NAT Nordic American Tankers Ltd.
+0.94%
+$12 
ITRI Itron Inc.
+0.9%
+$93 
JNJ Johnson & Johnson
+0.88%
+$248.6 
LCID Lucid Group, Inc.
+0.86%
+$0.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$67,438.32 
IBIT iShares Bitcoin Trust
+0.85%
+$13,938.22 
NAD Nuveen Quality Municipal Income Fund
+0.85%
+$2,868.9 
ACWI iShares MSCI ACWI ETF
+0.84%
+$71.02 
AMZN Amazon.com Inc
+0.81%
+$20,117.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$1,197.91 
VTHR Vanguard Russell 3000 ETF
+0.8%
+$35.42 
PCAR PACCAR Inc.
+0.8%
+$283.5 
IWV ISHARES RUSSELL 3000 ETF
+0.76%
+$792.54 
PLD Prologis Inc.
+0.73%
+$277.44 
NZF Nuveen Municipal Credit Income Fund
+0.73%
+$6,233.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$111.11 
AOA iShares Core Aggressive Allocation ETF
+0.68%
+$2,521.88 
COLB Columbia Banking System, Inc.
+0.68%
+$4,872.82 
VPU Vanguard Utilities ETF
+0.65%
+$39.04 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.65%
+$444.5 
VOX Vanguard Communication Services ETF
+0.64%
+$10.8 
VYMI Vanguard International High Dividend Yield Index Fund
+0.64%
+$10.72 
EAOA iShares ESG Aware Aggressive Allocation ETF
+0.63%
+$419.56 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.62%
+$21.56 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$94 
NFLX Netflix, Inc.
+0.61%
+$8,208 
VOO Vanguard S&P 500 ETF
+0.61%
+$25.86 
ECL Ecolab Inc.
+0.6%
+$324.9 
PWR Quanta Services Inc.
+0.6%
+$9,885.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$17,634.85 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.57%
+$200 
PDT John Hancock Premium Dividend Fund
+0.55%
+$31.43 
GBCI Glacier Bancorp Inc.
+0.52%
+$213.75 
WY Weyerhaeuser Company
+0.51%
+$276.9 
GNRC Generac Holdings Inc.
+0.49%
+$62.4 
PSA Public Storage Common Stock
+0.43%
+$15,976.69 
PEP PepsiCo, Inc.
+0.42%
+$23.78 
SBUX Starbucks Corporation
+0.4%
+$15,322.44 
VNQ Vanguard Real Estate ETF
+0.4%
+$4.29 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.39%
+$545.7 
ES Eversource Energy
+0.37%
+$216 
META Meta Platforms Inc Class A
+0.37%
+$5,814.48 
TROW T. Rowe Price Group, Inc.
+0.35%
+$5.6 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$4.3 
JPM JPMorgan Chase & Co.
+0.34%
+$12,694.1 
SAN Banco Santander S.A. Sponsored ADR
+0.34%
+$226.05 
IFRA iShares U.S. Infrastructure
+0.31%
+$33.25 
AAPL Apple Inc.
+0.29%
+$18,293.28 
CL Colgate-Palmolive Company
+0.29%
+$111.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.27%
+$2.86 
MUB iShares National Muni Bond ETF
+0.27%
+$300.44 
BANR Banner Corporation
+0.26%
+$347.94 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$62.76 
KO The Coca-Cola Company
+0.23%
+$8,879.33 
DIS The Walt Disney Company
+0.22%
+$13.34 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.21%
+$264 
HDV iShares Core High Dividend ETF
+0.21%
+$5.4 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$31,073.1 
AES AES Corporation
+0.2%
+$6,949.68 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$28,344.14 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.18%
+$209.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$4.25 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.17%
+$227.36 
MRK Merck & Co., Inc.
+0.16%
+$6,145.65 
BNDW Vanguard Total World Bond ETF
+0.15%
+$335.91 
VZ Verizon Communications Inc.
+0.15%
+$6,541.1 
BNDX Vanguard Total International Bond ETF
+0.12%
+$11,051.88 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.11%
+$57.5 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.06%
+$30 
NEE NextEra Energy, Inc.
+0.06%
+$41.35 
CMI Cummins Inc.
+0.04%
+$18.2 
SHV iShares Short Treasury Bond ETF
+0.04%
+$40.28 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$1,052.23 
MSFT Microsoft Corp.
+0.03%
+$1,588.99 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$0.13 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
SFL SFL Corporation Ltd.
0%
$0 
HYT BlackRock Corporate High Yield Fund, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 H591
H5919C104
0%
$0 
EBS Emergent BioSolutions Inc.
-8.85%
-$47 
XRAY Dentsply Sirona Inc.
-7.97%
-$190.05 
DOW Dow Inc.
-3.17%
-$144 
FISV Fiserv, Inc.
-3.14%
-$78.2 
FFIV F5 Inc.
-3.11%
-$1,284 
V Visa Inc. Class A
-2.15%
-$38,383.52 
WMB The Williams Companies, Inc.
-1.9%
-$816 
PFG Principal Financial Group, Inc.
-1.74%
-$820.08 
CAT Caterpillar Inc.
-1.72%
-$49,523.88 
AFL Aflac Inc.
-1.62%
-$60,306.9 
TMUS T-Mobile US, Inc.
-1.54%
-$25,762.26 
ALK Alaska Air Group Inc.
-1.44%
-$343.1 
KMI Kinder Morgan, Inc.
-1.37%
-$48,296.74 
GE General Electric Company
-1.19%
-$26.82 
PYPL PayPal Holdings Inc
-1.19%
-$106.5 
XOM Exxon Mobil Corporation
-1.16%
-$324 
THG Hanover Insurance Group, Inc.
-1.03%
-$973.42 
COF Capital One Financial Corporation
-1.02%
-$336 
NBIS Nebius Group N.V.
-1.01%
-$76.4 
GEV GE Vernova Inc.
-1%
-$9.98 
GOOGL Alphabet Inc
-0.96%
-$2,870.41 
GOOG Alphabet Inc
-0.88%
-$30,992.85 
OVV Ovintiv Inc.
-0.83%
-$18 
PG Procter & Gamble Co
-0.8%
-$74.34 
UNP Union Pacific Corporation
-0.76%
-$31,126.5 
NKE Nike, Inc. - Class B
-0.71%
-$339.9 
AMAL Amalgamated Financial Corp.
-0.7%
-$175 
TOST Toast Inc.
-0.69%
-$99.6 
BROS Dutch Bros Inc.
-0.6%
-$257.92 
WM Waste Management, Inc.
-0.58%
-$33.25 
VIV Telefonica Brasil S.A. ADR
-0.58%
-$10.5 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$19,773.97 
SABA Saba Capital Income & Opportunities Fund II
-0.49%
-$12.21 
GLV Clough Global Dividend and Income Fund
-0.47%
-$9 
MU Micron Technology, Inc.
-0.44%
-$390 
APO Apollo Global Management, Inc.
-0.43%
-$6,022.5 
DVN Devon Energy Corporation
-0.3%
-$5,033.08 
FTNT Fortinet Inc.
-0.29%
-$16.92 
PPT Putnam Premier Income Trust
-0.29%
-$7.08 
COST Costco Wholesale Corporation
-0.14%
-$5,116.55 
CHD Church & Dwight Co., Inc.
-0.12%
-$2.4 
EFT Eaton Vance Floating-Rate Income Trust
-0.09%
-$38.32 
DGX Quest Diagnostics Inc.
-0.06%
-$28.35 
SCHW Charles Schwab Corporation
-0.06%
-$36 
XYZ Block, Inc.
-0.03%
-$3 Events
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Dividends
Dividend Analysis
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| Trades 2073 | Longs Won 1125/2073 54% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,451.75 |
| Average Win $58,250.3 | Best Trade (Sep 08) $5.78M | Sharpe Ratio -452.58 |
| Average Loss -$26,802.51 | Worst Trade (Dec 31) -$1.39M | Z-Score 2.19 (97.17%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $19,354.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 439 | $58,981.5 | $64,080.83 | - | $5,099.33 | 8.65% | +3.276% |
| AAAU Goldman Sachs Physical Gold ETF | 98 | $2,254.98 | $4,195.38 | - | $1,940.4 | 86.05% | +2.196% |
| AAPL Apple Inc. | 19,884 | $3.53M | $6.23M | - | $2.7M | 76.51% | +0.294% |
| ABNB Airbnb, Inc. | 150 | $15,518.8 | $26,710.5 | - | $11,191.7 | 72.12% | +17.429% |
| ACHR Archer Aviation Inc. | 5,060 | $28,027.13 | $28,285.4 | - | $258.27 | 0.92% | +6.883% |
| ACWI iShares MSCI ACWI ETF | 53 | $5,957.2 | $8,556.32 | - | $2,599.12 | 43.63% | +0.837% |
| AEHR Aehr Test Systems | 1,000 | $12,930 | $103,070 | - | $90,140 | 697.14% | +3.339% |
| AES AES Corporation | 231,656 | $4M | $3.41M | - | -$584,696.47 | -14.63% | +0.204% |
| AFL Aflac Inc. | 29,418 | $1.68M | $3.67M | - | $1.98M | 117.65% | -1.619% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25 | $2,452.04 | $2,440 | - | -$12.04 | -0.49% | +0.174% |
| AIPO Defiance AI & Power Infrastructure ETF | 20 | $499.2 | $602.8 | - | $103.6 | 20.75% | +0.972% |
| ALK Alaska Air Group Inc. | 470 | $24,376.8 | $23,481.2 | - | -$895.6 | -3.67% | -1.44% |
| AMAL Amalgamated Financial Corp. | 500 | $21,850 | $24,900 | - | $3,050 | 13.96% | -0.698% |
| AMZN Amazon.com Inc | 9,062 | $1.39M | $2.49M | - | $1.1M | 79.56% | +0.815% |
| AOA iShares Core Aggressive Allocation ETF | 3,764 | $261,456.17 | $374,103.96 | - | $112,647.79 | 43.08% | +0.679% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 500 | $32,505 | $35,060 | - | $2,555 | 7.86% | +0.574% |
| APO Apollo Global Management, Inc. | 10,950 | $1.36M | $1.4M | - | $39,018.5 | 2.88% | -0.43% |
| ASTS AST SpaceMobile, Inc. | 100 | $8,886 | $7,194 | - | -$1,692 | -19.04% | +6.799% |
| ATAI AtaiBeckley Inc. | 10,000 | $40,900 | $72,500 | - | $31,600 | 77.26% | +0.975% |
| AXON Axon Enterprise, Inc. | 100 | $15,700 | $57,101 | - | $41,401 | 263.7% | +9.293% |
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FAQ
Which stocks have generated the highest profits for Jennifer Carlson?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $3.78M, Dell Technologies Inc - $2.79M, Lam Research Corporation - $2.23M, Alphabet Inc - $2.2M, and Vanguard Total Bond Market Index Fund - $1.58M. 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: Adobe Inc - $1.39M, iShares Core U.S. Aggregate Bond ETF - $1.31M, Enphase Energy, Inc - $1.28M, The Walt Disney Company - $1.21M, and American Water Works Company, Inc - $1.03M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Carlson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.98M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.58M, iShares 3-7 Year Treasury Bond ETF - $1.55M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.24M, Vanguard Total International Bond ETF - $1.21M, and Verizon Communications Inc - $890,438.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Carlson's monthly returns?
Jennifer Carlson'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 Jennifer Carlson's strategy be considered aggressive or moderate?
Jennifer Carlson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jennifer Carlson's strategy?
Jennifer Carlson's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
