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:
52.66%
Gain -0.39%
Monthly
0.49%
Yearly
6.06%
Drawdown
13.98%
$180.39M
Equity
Holdings
$180.39M
Investment
$146.92M
$38.61M
Profit -$560,313.65
Realized
$5.15M
Unrealized
$33.47M
Dividends
$15.34M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$560,313.65
Win %
63%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$431,290.89
Win %
63%
This Month
Compared to last month
Gain
0.41%
Profit
$739,518.43
Win %
63%
This Year
Compared to last year
Gain
0.48%
Profit
$855,063.77
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+5.64%
+$1,504.16 
OVV Ovintiv Inc.
+5.15%
+$128.52 
DVN Devon Energy Corporation
+4.94%
+$94,079.88 
GBCI Glacier Bancorp Inc.
+4.02%
+$1,581.75 
MU Micron Technology Inc.
+3.48%
+$2,982.5 
COLB Columbia Banking System, Inc.
+3.13%
+$21,695.74 
NAT Nordic American Tankers Limited
+3.12%
+$47 
IHAK iShares Cybersecurity and Tech ETF
+2.96%
+$218.4 
RMBS Rambus Inc.
+2.92%
+$39,302.5 
DOW Dow Inc.
+2.91%
+$138.75 
FTNT Fortinet, Inc.
+2.84%
+$176.94 
XOM ExxonMobil Holdings Corporation
+2.7%
+$864.9 
AEHR Aehr Test Systems, Inc.
+2.53%
+$1,410 
KMI Kinder Morgan Inc.
+2.4%
+$90,977.58 
SPCX Space Exploration Technologies Corp. Class A
+2.33%
+$454.27 
MEDP Medpace Holdings, Inc.
+2.28%
+$2,235 
INTC Intel Corporation
+2.18%
+$652.75 
DELL Dell Technologies Inc. Class C Common Stock
+2.06%
+$38,617.84 
WMB The Williams Companies, Inc.
+1.84%
+$780 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.76%
+$975 
SFL SFL Corporation Ltd.
+1.62%
+$40 
ORCL Oracle Corporation
+1.56%
+$940.8 
ENPH Enphase Energy, Inc.
+1.5%
+$535.8 
LRCX Lam Research Corp.
+1.37%
+$16,511.3 
NBIS Nebius Group N.V. Class A Ordinary Shares
+1.35%
+$86 
ASTS AST SpaceMobile Inc.
+1.31%
+$51 
SMH VanEck Semiconductor ETF
+1.3%
+$102.3 
SOXX iShares Semiconductor ETF
+1.29%
+$722.75 
RKLB Rocket Lab Corporation
+1.26%
+$1,435.12 
GLV Clough Global Dividend and Income Fund
+1.05%
+$18 
BMNR BitMine Immersion Technologies, Inc.
+0.78%
+$75.25 
MSFT Microsoft Corporation Common Stock
+0.72%
+$45,713.81 
AXON Axon Enterprise, Inc.
+0.66%
+$272 
FFIV F5, Inc.
+0.66%
+$295 
QQQM Invesco NASDAQ 100 ETF
+0.46%
+$454.48 
SLX VanEck Steel ETF
+0.45%
+$6.27 
ESGE iShares ESG Aware MSCI EM ETF
+0.43%
+$386.36 
QQQ Invesco QQQ Trust, Series 1
+0.42%
+$168.44 
SHOP Shopify Inc.
+0.37%
+$103.55 
TROW T. Rowe Price Group Inc.
+0.37%
+$5.32 
QS QuantumScape Corporation
+0.36%
+$6 
BITU ProShares Ultra Bitcoin ETF
+0.32%
+$1.8 
BANR Banner Corporation
+0.31%
+$425.26 
ZM Zoom Communications, Inc. Class A Common Stock
+0.31%
+$46.54 
IBM International Business Machines Corporation
+0.27%
+$337.5 
VCRM Vanguard Core Tax-Exempt Bond ETF
+0.27%
+$321.75 
PLD Prologis, Inc.
+0.24%
+$84.32 
VEEV Veeva Systems Inc.
+0.17%
+$4,959.99 
IBIT iShares Bitcoin Trust ETF
+0.16%
+$3,372.11 
LCID Lucid Group Inc.
+0.14%
+$0.04 
MUB iShares National Muni Bond ETF
+0.13%
+$139.49 
VNQ Vanguard Real Estate ETF
+0.1%
+$0.99 
AMAL Amalgamated Financial Corp.
+0.08%
+$20 
PSA Public Storage
+0.06%
+$2,111.22 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$22.5 
POWR iShares U.S. Power Infrastructure ETF
+0.04%
+$4 
BNDX Vanguard Total International Bond ETF
+0.03%
+$2,762.97 
NVDA NVIDIA Corporation
+0.03%
+$630.3 
EXR Extra Space Storage Inc.
+0.02%
+$0.17 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.02%
+$0.2 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$20.14 
ACHR Archer Aviation Inc. Class A Common Stock
0%
$0 
ATAI AtaiBeckley Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EAOA iShares ESG Aware 80/20 Aggressive Allocation ETF
0%
$0 
SABA Saba Capital Income & Opportunities Fund II
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 H591
H5919C104
0%
$0 
CORT Corcept Therapeutics Inc.
-12.74%
-$13,700 
CRDO Credo Technology Group Holding Ltd
-7.17%
-$571.59 
TMUS T-Mobile US Inc.
-5.4%
-$79,510.77 
ALK Alaska Air Group Inc.
-3.66%
-$608.65 
CL Colgate-Palmolive Co.
-3.36%
-$1,349.3 
LULU lululemon athletica inc.
-3.33%
-$714.82 
TGT Target Corp.
-2.96%
-$937 
CHD Church & Dwight Co., Inc.
-2.92%
-$63.6 
PEP PepsiCo, Inc.
-2.77%
-$157.44 
PG The Procter & Gamble Company
-2.73%
-$285.07 
OKLO Oklo Inc. Class A Common Stock
-2.7%
-$36.5 
HD The Home Depot, Inc.
-2.68%
-$877 
F Ford Motor Co.
-2.64%
-$36.54 
FISV Fiserv, Inc.
-2.62%
-$61.24 
XYZ Block Inc. Class A Common Stock
-2.48%
-$294 
GE General Electric Company
-2.46%
-$43.26 
KO The Coca-Cola Company
-2.15%
-$91,011.8 
CAT Caterpillar Inc.
-2.07%
-$48,769.34 
VIV Telefônica Brasil S.A. ADR
-1.99%
-$39 
COIN Coinbase Global Inc. Class A Common Stock
-1.98%
-$853.79 
TOST Toast, Inc. Class A Common Stock
-1.96%
-$271.82 
AFL Aflac Incorporated
-1.95%
-$70,750.29 
A AgileThought, Inc. Class A Common Stock
-1.89%
-$1,439.92 
PCAR PACCAR Inc.
-1.84%
-$545.4 
JNJ Johnson & Johnson
-1.82%
-$534.6 
WY Weyerhaeuser Co.
-1.77%
-$745.5 
UBER Uber Technologies Inc.
-1.75%
-$417.45 
BROS Dutch Bros Inc. Class A Common Stock
-1.73%
-$580.32 
MRK Merck & Co., Inc.
-1.61%
-$69,504.67 
UNP Union Pacific Corp.
-1.6%
-$65,988.12 
JOBY Joby Aviation, Inc.
-1.6%
-$97.5 
NKE Nike, Inc. Class B Common Stock
-1.55%
-$674.13 
VZ Verizon Communications Inc.
-1.54%
-$64,942.89 
DHC Diversified Healthcare Trust
-1.46%
-$2,005.14 
OC Owens Corning
-1.43%
-$783.23 
FOX Fox Corporation Class B Common Stock
-1.42%
-$17.3 
JPM JPMorgan Chase & Co.
-1.39%
-$48,487.4 
PPT Franklin Premier Income Trust
-1.37%
-$31.86 
MQY BlackRock MuniYield Quality Fund, Inc.
-1.3%
-$41.58 
SCHW The Charles Schwab Corporation
-1.28%
-$702 
ABNB Airbnb Inc. Class A Common Stock
-1.27%
-$335.25 
CRSP CRISPR Therapeutics AG
-1.25%
-$43.75 
RDDT Reddit Inc. Class A Common Stock
-1.22%
-$366 
THG The Hanover Insurance Group, Inc.
-1.21%
-$1,182.01 
V Visa Inc. Class A
-1.2%
-$23,935.52 
NZF Nuveen Municipal Credit Income Fund
-1.18%
-$9,004.19 
PSLV Sprott Physical Silver Trust
-1.16%
-$102.5 
COST Costco Wholesale Corp
-1.15%
-$44,856.1 
ICLN iShares Global Clean Energy ETF
-1.14%
-$1,509.23 
PFG Principal Financial Group Inc.
-1.11%
-$497.76 
COF Capital One Financial Corp.
-1.1%
-$334.5 
PFE Pfizer Inc.
-1.08%
-$330 
PRTA Prothena Corp PLC
-1.02%
-$8.44 
SLV iShares Silver Trust
-0.99%
-$3.92 
AIPO Defiance AI & Power Infrastructure ETF
-0.98%
-$4.8 
ECL Ecolab Inc.
-0.95%
-$530.1 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.94%
-$9.92 
NAD Nuveen Quality Municipal Income Fund
-0.91%
-$2,725.45 
NLY Annaly Capital Management, Inc.
-0.9%
-$1,925.38 
IYH iShares U.S. Healthcare ETF
-0.88%
-$8.04 
UPS United Parcel Service, Inc. Class B Common Stock
-0.88%
-$62.3 
APO Apollo Global Management Inc.
-0.83%
-$10,457.25 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.83%
-$18,218.61 
RIVN Rivian Automotive, Inc. Class A
-0.79%
-$762.37 
IONQ IonQ, Inc.
-0.77%
-$88.8 
SBUX Starbucks Corp.
-0.73%
-$27,179.09 
VOX Vanguard Communication Services ETF
-0.71%
-$11.79 
BBAI BigBear.ai Holdings, Inc.
-0.7%
-$37.5 
SAN Banco Santander, S.A. Sponsored ADR
-0.7%
-$406.89 
TSLA Tesla, Inc.
-0.69%
-$1,065.54 
XRAY Dentsply Sirona Inc.
-0.68%
-$11.77 
VPU Vanguard Utilities ETF
-0.65%
-$38.72 
IFRA iShares U.S. Infrastructure ETF
-0.63%
-$63 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.62%
-$864.02 
NBIX Neurocrine Biosciences, Inc.
-0.62%
-$8,357.01 
GLDM SPDR Gold MiniShares Trust
-0.62%
-$636.08 
RKT Rocket Companies Inc. Class A Common Stock
-0.6%
-$9,942.87 
AAAU Goldman Sachs Physical Gold ETF
-0.59%
-$23.03 
GLD SPDR Gold Shares
-0.59%
-$27,832.06 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.59%
-$8.4 
URA Global X Uranium ETF
-0.59%
-$107 
IAU iShares Gold Trust
-0.57%
-$1,870.5 
VIG Vanguard Dividend Appreciation ETF
-0.57%
-$6.95 
META Meta Platforms Inc Class A
-0.55%
-$9,435.46 
DGX Quest Diagnostics Incorporated
-0.55%
-$251.37 
PYPL PayPal Holdings, Inc.
-0.49%
-$42 
BRK-B Berkshire Hathaway Inc.
-0.47%
-$17,944.35 
VOT Vanguard Mid-Cap Growth ETF
-0.44%
-$5.12 
SONY Sony Group Corp. Sponsored ADR
-0.44%
-$14.37 
FDRV Fidelity Electric Vehicles and Future Transportation ETF
-0.42%
-$30.8 
UHT Universal Health Realty Income Trust
-0.41%
-$31 
GEV GE Vernova Inc.
-0.38%
-$3.11 
ES Eversource Energy
-0.37%
-$200 
SPOT Spotify Technology S.A.
-0.35%
-$2.03 
VYMI Vanguard International High Dividend Yield ETF
-0.34%
-$5.6 
HONA Honeywell Aerospace Inc.
-0.34%
-$27.75 
AMZN Amazon.com Inc
-0.32%
-$7,294.91 
EBS Emergent BioSolutions Inc.
-0.32%
-$2 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.31%
-$190.5 
GOOGL Alphabet Inc
-0.28%
-$757.12 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$3.2 
VEA Vanguard FTSE Developed Markets ETF
-0.27%
-$49,472.77 
DIS The Walt Disney Company
-0.27%
-$17.69 
AAPL Apple Inc.
-0.26%
-$18,094.44 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.26%
-$500.06 
WM Waste Management Inc.
-0.25%
-$14.75 
BA The Boeing Company
-0.23%
-$106.92 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.23%
-$317.98 
DOC Healthpeak Properties, Inc.
-0.23%
-$36 
ESGV Vanguard ESG U.S. Stock ETF
-0.23%
-$337.59 
VOO Vanguard S&P 500 ETF
-0.22%
-$9.42 
CROX Crocs, Inc.
-0.22%
-$0.81 
GNRC Generac Holdings Inc.
-0.22%
-$25.2 
VTHR Vanguard Russell 3000 ETF
-0.22%
-$9.75 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.22%
-$809.26 
PWR Quanta Services, Inc.
-0.22%
-$2,950.8 
HDV iShares Core High Dividend ETF
-0.21%
-$5.85 
SPY State Street SPDR S&P 500 ETF Trust
-0.21%
-$32.6 
GILD Gilead Sciences Inc.
-0.21%
-$3,984.18 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.19%
-$4.61 
GOOG Alphabet Inc
-0.19%
-$5,952.69 
ACWI iShares MSCI ACWI ETF
-0.18%
-$15.37 
IWV iShares Russell 3000 ETF
-0.18%
-$184.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.17%
-$5,061.84 
VXUS Vanguard Total International Stock ETF
-0.17%
-$506.1 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.17%
-$57.5 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$186.64 
ITRI Itron, Inc.
-0.15%
-$13.56 
BND Vanguard Total Bond Market ETF
-0.15%
-$22,786.94 
VTI Vanguard Total Stock Market ETF
-0.14%
-$22.18 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$0.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$3.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.12%
-$9,256.24 
NFLX Netflix Inc.
-0.12%
-$1,459.25 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$26.15 
AES The AES Corporation
-0.1%
-$3,474.84 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$14,816.25 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$127.89 
EFT Eaton Vance Floating-Rate Income Trust
-0.1%
-$38.32 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.07%
-$7 
VSGX Vanguard ESG International Stock ETF
-0.06%
-$23.35 
BNDW Vanguard Total World Bond ETF
-0.04%
-$96.99 
PDT John Hancock Premium Dividend Fund
-0.04%
-$2.25 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$26.2 
NEE NextEra Energy Inc.
-0.04%
-$24.81 
CMI Cummins Inc.
-0.03%
-$11.05 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
-0.01%
-$389.33 Events
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Dividends
Dividend Analysis
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| Trades 2072 | Longs Won 1102/2072 53% | Profit Factor 2.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,076.19 |
| Average Win $58,974.6 | Best Trade (Oct 21) $5.05M | Sharpe Ratio -455.23 |
| Average Loss -$27,190.79 | Worst Trade (Dec 31) -$1.39M | Z-Score -6.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $18,636.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 439 | $58,981.5 | $74,897.79 | - | $15,916.29 | 26.99% | -1.886% |
| AAAU Goldman Sachs Physical Gold ETF | 98 | $2,254.98 | $3,865.12 | - | $1,610.14 | 71.4% | -0.592% |
| AAPL Apple Inc. | 19,884 | $3.53M | $6.91M | - | $3.38M | 95.65% | -0.261% |
| ABNB Airbnb Inc. Class A Common Stock | 150 | $15,518.8 | $26,028.75 | - | $10,509.95 | 67.72% | -1.272% |
| ACHR Archer Aviation Inc. Class A Common Stock | 5,060 | $28,027.13 | $19,228 | - | -$8,799.13 | -31.4% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 53 | $5,957.2 | $8,327.36 | - | $2,370.16 | 39.79% | -0.184% |
| AEHR Aehr Test Systems, Inc. | 1,000 | $12,930 | $57,060 | - | $44,130 | 341.3% | +2.534% |
| AES The AES Corporation | 231,656 | $4M | $3.46M | - | -$532,573.87 | -13.32% | -0.1% |
| AFL Aflac Incorporated | 29,418 | $1.68M | $3.56M | - | $1.87M | 111.11% | -1.951% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25 | $2,452.04 | $2,399.87 | - | -$52.17 | -2.13% | -0.13% |
| AIPO Defiance AI & Power Infrastructure ETF | 20 | $499.2 | $482.6 | - | -$16.6 | -3.33% | -0.985% |
| ALK Alaska Air Group Inc. | 470 | $24,376.8 | $16,019.95 | - | -$8,356.85 | -34.28% | -3.66% |
| AMAL Amalgamated Financial Corp. | 500 | $21,850 | $25,175 | - | $3,325 | 15.22% | +0.08% |
| AMZN Amazon.com Inc | 9,062 | $1.39M | $2.26M | - | $876,410.36 | 63.27% | -0.322% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 3,764 | $261,456.17 | $363,320.1 | - | $101,863.93 | 38.96% | -0.222% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 500 | $32,505 | $34,122.5 | - | $1,617.5 | 4.98% | -0.168% |
| APO Apollo Global Management Inc. | 10,950 | $1.36M | $1.25M | - | -$109,518.25 | -8.07% | -0.832% |
| ASTS AST SpaceMobile Inc. | 100 | $8,886 | $3,928 | - | -$4,958 | -55.8% | +1.315% |
| ATAI AtaiBeckley Inc. | 10,000 | $40.9 | $40.9 | - | - | - | 0.0 |
| AXON Axon Enterprise, Inc. | 100 | $15,700 | $41,732 | - | $26,032 | 165.81% | +0.656% |
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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. Class C Common Stock - $2.79M, Lam Research Corp - $2.24M, Alphabet Inc - $2.2M, and Vanguard Total Bond Market ETF - $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 $15.34M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market ETF - $1.58M, iShares 3-7 Year Treasury Bond ETF - $1.55M, Vanguard FTSE Developed Markets ETF - $1.29M, Vanguard Total International Bond ETF - $1.21M, and Verizon Communications Inc - $956,549.33. 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.
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