Lydia Moore Portfolio
Invests via MRP Capital Investments LLC | Managed by MacArthur Plumart
Invests via MRP Capital Investments LLC
Managed by MacArthur Plumart
Automatically Tracked
Lydia Moore Profile
Lydia Moore is a dynamic leader known for her innovative approach to entrepreneurship and business development. With extensive experience in launching and scaling technology-driven startups, she has effectively navigated the complex landscape of the digital economy. Her background includes building teams that excel in creating cutting-edge solutions tailored to evolving market needs. Having spearheaded multiple successful ventures, Lydia has established herself as a significant player within her industry, advocating for disruptive technologies that enhance user experiences. As an active participant in various entrepreneurial ecosystems, she fosters collaboration among emerging companies while sharing insights gained from years of hands-on operational expertise.
Lydia Moore is a dynamic leader known for her innovative approach to entrepreneurship and business development. With extensive experience in launching and scaling technology-driven startups, she has effectively navigated the complex landscape of the digital economy. Her background includes building teams that excel in creating cutting-edge solutions tailored to evolving market needs. Having spearheaded multiple successful ventures, Lydia has established herself as a significant player within her industry, advocating for disruptive technologies that enhance user experiences. As an active participant in various entrepreneurial ecosystems, she fosters collaboration among emerging companies while sharing insights gained from years of hands-on operational expertise.
Investment Philosophy & Strategy
With a keen eye for innovation, Lydia Moore drives her investment decisions towards the identification of transformative technologies that disrupt traditional markets. Her entrepreneurial acumen allows her to evaluate emerging companies through a lens of operational efficiency and scalability, prioritizing those with strong growth trajectories. By leveraging her extensive network within tech ecosystems, she champions collaborations that bolster competitiveness among startups. The focus lies on harnessing technology's potential to meet user demands effectively, while ensuring investments align with broader market trends. This strategic foresight enhances not only portfolio diversification but also positions ventures for sustainable success.
With a keen eye for innovation, Lydia Moore drives her investment decisions towards the identification of transformative technologies that disrupt traditional markets. Her entrepreneurial acumen allows her to evaluate emerging companies through a lens of operational efficiency and scalability, prioritizing those with strong growth trajectories. By leveraging her extensive network within tech ecosystems, she champions collaborations that bolster competitiveness among startups. The focus lies on harnessing technology's potential to meet user demands effectively, while ensuring investments align with broader market trends. This strategic foresight enhances not only portfolio diversification but also positions ventures for sustainable 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:
75.41%
Gain -0.19%
Monthly
1.49%
Yearly
19.46%
Drawdown
16.37%
$136.38M
Equity
Holdings
$136.38M
Investment
$89.83M
$83.9M
Profit +$40,016.09
Realized
$37.35M
Unrealized
$46.55M
Dividends
$6.12M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
$40,016.09
Win %
68%
This Week
Compared To Last Week
Gain
0.03%
Profit
$40,016.09
Win %
68%
This Month
Compared to last month
Gain
0.25%
Profit
$332,782.58
Win %
68%
This Year
Compared to last year
Gain
0.17%
Profit
$299,002.01
Win %
69%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$23,723.99 
PANW Palo Alto Networks, Inc.
+14.01%
+$504,997.11 
COIN Coinbase Global, Inc.
+9.71%
+$425.5 
FTNT Fortinet Inc.
+9.04%
+$382,990.44 
NOW ServiceNow, Inc.
+7.69%
+$3,057 
ACN Accenture plc Class A
+6.15%
+$16,965.01 
CRM Salesforce Inc
+4.5%
+$2,531.05 
PLTR Palantir Technologies Inc.
+4.13%
+$106,358.72 
SOUN SoundHound AI Inc.
+3.8%
+$2,856 
KR Kroger Co.
+3.76%
+$1,980 
NFLX Netflix, Inc.
+3.76%
+$58.2 
SFM Sprouts Farmers Market, Inc.
+3.49%
+$11,303 
CI The Cigna Group
+3.39%
+$476 
BMNR Bitmine Immersion Technologies, Inc.
+3.18%
+$1,472.23 
GOOGL Alphabet Inc
+3.08%
+$22,237.2 
GOOG Alphabet Inc
+2.97%
+$125,618.62 
META Meta Platforms Inc Class A
+2.91%
+$88,369.05 
TWLO Twilio Inc.
+2.8%
+$636.5 
SNAP Snap Inc.
+2.73%
+$15.5 
SOLV Solventum Corporation
+2.55%
+$34,353.15 
BATRK Atlanta Braves Holdings, Inc.
+2.53%
+$1,361.03 
GBTC Grayscale Bitcoin Trust ETF
+2.38%
+$10,815.75 
EXPE Expedia Group, Inc.
+2.38%
+$1,839.75 
BITB Bitwise Bitcoin ETF
+2.37%
+$45,340.16 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+2.31%
+$19,549.86 
HGTY Hagerty, Inc.
+2.29%
+$930 
MSFT Microsoft Corp.
+2.27%
+$82,950.18 
WMT Walmart Inc.
+2.27%
+$68,020.56 
TKO Tko Group Holdings Inc.
+2.26%
+$12,863.34 
WM Waste Management, Inc.
+2.25%
+$17,118.79 
DIS The Walt Disney Company
+2.19%
+$1,398 
LUMN Lumen Technologies Inc.
+2.09%
+$28,869.5 
T AT&T Inc.
+2.07%
+$348.84 
SOFI SoFi Technologies, Inc.
+2.05%
+$355.6 
GM General Motors Company
+2.04%
+$350 
LLY Eli Lilly and Company
+2.04%
+$66,556.55 
UPS United Parcel Service, Inc.
+2.01%
+$1,060.5 
KTOS Kratos Defense & Security Solutions, Inc.
+1.91%
+$6,025.73 
GILD Gilead Sciences Inc.
+1.86%
+$2,403 
MRNA Moderna, Inc.
+1.77%
+$127.09 
NOC Northrop Grumman Corporation
+1.74%
+$25,973.59 
CME CME Group Inc.
+1.73%
+$26,357.94 
ABBV AbbVie Inc.
+1.73%
+$2,273.28 
ENPH Enphase Energy, Inc.
+1.66%
+$15.12 
COST Costco Wholesale Corporation
+1.58%
+$7,170 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.45%
+$26,232 
PGR Progressive Corporation
+1.4%
+$1,976 
UNH UnitedHealth Group Incorporated
+1.32%
+$1,369.1 
SNOW Snowflake Inc.
+1.27%
+$3,352.01 
RCI Rogers Communications Inc.
+1.24%
+$675 
AMGN Amgen Inc.
+1.18%
+$2,892.49 
LMT Lockheed Martin Corporation
+1.14%
+$663.78 
KO The Coca-Cola Company
+1.1%
+$339.5 
CVS CVS Health Corporation
+1.09%
+$154.5 
WSM Williams-Sonoma, Inc.
+1.06%
+$240 
LOW Lowe's Companies Inc.
+1.06%
+$104.25 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$1,202.62 
HD The Home Depot, Inc.
+1%
+$3,908.86 
AXP American Express Company
+0.89%
+$1,008 
ABT Abbott Laboratories
+0.87%
+$663.05 
KFY Korn Ferry
+0.85%
+$66 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$16,383 
BMY Bristol-Myers Squibb Company
+0.73%
+$26.97 
HST Host Hotels & Resorts Inc.
+0.73%
+$349.16 
TRV The Travelers Companies, Inc.
+0.7%
+$2,101.04 
DE Deere & Company
+0.69%
+$3,016.01 
ZIM ZIM Integrated Shipping Services Ltd.
+0.68%
+$2,560 
MP MP Materials Corp.
+0.63%
+$7,016 
CHCO City Holding Company
+0.62%
+$1,124.1 
NKE Nike, Inc. - Class B
+0.62%
+$93.61 
MA Mastercard Incorporated
+0.61%
+$692 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$55.87 
JNJ Johnson & Johnson
+0.58%
+$9,487.59 
AAPL Apple Inc.
+0.54%
+$21,218.78 
RPRX Royalty Pharma plc
+0.53%
+$2,483.2 
PG Procter & Gamble Co
+0.52%
+$317.1 
CPNG Coupang Inc.
+0.42%
+$771.75 
DAL Delta Air Lines, Inc.
+0.39%
+$69.75 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.38%
+$100 
GD General Dynamics Corporation
+0.36%
+$12.75 
ASTS AST SpaceMobile, Inc.
+0.35%
+$21 
SIND Sinda Ltd.
+0.26%
+$5.4 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$5.36 
ONDS Ondas Holdings Inc.
+0.15%
+$16.35 
JHCB John Hancock Corporate Bond ETF
+0.15%
+$1,234.02 
ETHW Bitwise Ethereum ETF
+0.14%
+$190.3 
MNA NYLI Merger Arbitrage ETF
+0.12%
+$230 
OCSL Oaktree Specialty Lending Corporation
+0.12%
+$7.47 
KMI Kinder Morgan, Inc.
+0.11%
+$1,949.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$400 
CAH Cardinal Health Inc.
+0.08%
+$868.45 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$15.26 
PFE Pfizer Inc.
+0.05%
+$717.71 
TYD Direxion Daily 7-10 Year Treasury Bull 3X Shares
+0.05%
+$10.38 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$139.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$22.75 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$63.5 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 DPC
DPC
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.92%
-$303,531 
EROC ERock, Inc.
-10.2%
-$161.87 
GEV GE Vernova Inc.
-8.66%
-$6,217.5 
STRL Sterling Infrastructure, Inc.
-7.76%
-$200,402.03 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$9,671.08 
AMAT Applied Materials, Inc.
-6.73%
-$37,029.64 
MRVL Marvell Technology, Inc.
-6.65%
-$1,569.38 
BE Bloom Energy Corporation
-6.5%
-$162,176 
APLD Applied Digital Corporation
-6.42%
-$3,390 
CRWV CoreWeave, Inc.
-6.17%
-$54.9 
NVTS Navitas Semiconductor Corporation
-5.85%
-$1,360 
ON ON Semiconductor Corporation
-5.44%
-$1,242 
BAC Bank of America Corporation
-5.3%
-$43,225 
INTC Intel Corporation
-5.3%
-$3,300.28 
DELL Dell Technologies Inc.
-5.04%
-$327,298.17 
AVGO Broadcom Inc.
-4.79%
-$5,213.32 
DLR Digital Realty Trust, Inc.
-4.78%
-$902 
MU Micron Technology, Inc.
-4.76%
-$16,080.35 
UUUU Energy Fuels Inc.
-4.29%
-$277.5 
CAT Caterpillar Inc.
-4.15%
-$26,172.31 
GS The Goldman Sachs Group, Inc.
-3.97%
-$11,858.11 
CCJ Cameco Corporation
-3.53%
-$1,023 
BIP Brookfield Infrastructure Partners L.P.
-3.48%
-$37,875.37 
LEU Centrus Energy Corp.
-3.42%
-$15,135.05 
CLF Cleveland-Cliffs Inc.
-3.32%
-$3,200 
VYX NCR Voyix Corp
-3.16%
-$21.87 
NNE Nano Nuclear Energy Inc.
-2.86%
-$235 
NVDA NVIDIA Corporation
-2.85%
-$85,834.48 
B BARRICK MINING CORP Common Stock (ABR0)
-2.84%
-$248 
BHP BHP Group Ltd.
-2.59%
-$452 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$10,230 
INGM Ingram Micro Holding Corporation
-2.49%
-$102.75 
SNEX StoneX Group Inc.
-2.47%
-$77,900.63 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$1,946.34 
VLO Valero Energy Corporation
-2.24%
-$71,913.65 
GE General Electric Company
-1.98%
-$802.5 
ALB Albemarle Corporation
-1.89%
-$8,302.8 
JPM JPMorgan Chase & Co.
-1.72%
-$56,537.21 
TQQQ ProShares UltraPro QQQ
-1.72%
-$250.1 
MMM 3M Company
-1.71%
-$521.7 
ECAT BlackRock ESG Capital Allocation Term Trust
-1.7%
-$25 
SLV iShares Silver Trust
-1.69%
-$2,744 
CSCO Cisco Systems, Inc.
-1.65%
-$740 
CEF Sprott Physical Gold and Silver Trust
-1.53%
-$945 
CAPL CrossAmerica Partners L.P.
-1.49%
-$14.96 
C Citigroup Inc.
-1.47%
-$204 
TSLA Tesla, Inc.
-1.4%
-$35,189.76 
GLD SPDR Gold Shares
-1.35%
-$42,880.68 
RTX RTX Corporation
-1.32%
-$3,405.99 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$684.25 
IAU iShares Gold Trust
-1.29%
-$6,593.75 
BLK BlackRock, Inc.
-1.28%
-$691.5 
KSA iShares MSCI Saudi Arabia ETF
-1.24%
-$45.6 
AMZN Amazon.com Inc
-1.22%
-$37,403.68 
RGR Sturm, Ruger & Company, Inc.
-1.17%
-$55.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$114.08 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$236 
EPR EPR Properties
-1.11%
-$3,874.32 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.08%
-$8,610 
NU Nu Holdings Ltd.
-1.06%
-$18,262.87 
SMR NuScale Power Corporation
-0.99%
-$4,410.56 
BWXT Bwx Technologies Inc.
-0.96%
-$20,424.35 
CVX Chevron Corporation
-0.94%
-$530.64 
MLI Mueller Industries Inc.
-0.89%
-$216 
XOM Exxon Mobil Corporation
-0.85%
-$2,431.06 
OTF Blue Owl Technology Finance Corp.
-0.75%
-$26.72 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$889.45 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$8,298.05 
VGK Vanguard FTSE Europe ETF
-0.73%
-$23.1 
NEE NextEra Energy, Inc.
-0.69%
-$6,486.6 
ACWI iShares MSCI ACWI ETF
-0.67%
-$277.56 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$895.75 
COP ConocoPhillips
-0.66%
-$227.5 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,881.6 
EFA iShares MSCI EAFE ETF
-0.65%
-$77.14 
CWCO Consolidated Water Co. Ltd.
-0.64%
-$2,740.5 
OPK Opko Health Inc.
-0.64%
-$100 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$910.36 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.61%
-$346.81 
NATL NCR Atleos Corporation
-0.6%
-$11.2 
ET Energy Transfer L.P.
-0.58%
-$307 
VFL abrdn National Municipal Income Fund
-0.58%
-$480 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$393.96 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$158.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$97.02 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$30,684.15 
TOL Toll Brothers Inc
-0.51%
-$7,133.91 
LNT Alliant Energy Corporation
-0.51%
-$184.24 
AMT American Tower Corporation
-0.49%
-$211.2 
DUK Duke Energy Corporation
-0.45%
-$33.7 
SO The Southern Company
-0.43%
-$562.5 
CROX Crocs, Inc.
-0.39%
-$32.66 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$169.85 
FCNCA First Citizens BancShares, Inc.
-0.36%
-$63.25 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$526.32 
IVV iShares Core S&P 500 ETF
-0.32%
-$23,877.25 
DRS Leonardo DRS, Inc.
-0.32%
-$3,941.62 
HCA HCA Healthcare Inc.
-0.31%
-$198 
GLAD Gladstone Capital Corporation
-0.28%
-$11.23 
MPC Marathon Petroleum Corporation
-0.28%
-$3,877.46 
ADM Archer-Daniels-Midland Co
-0.25%
-$306.37 
BA Boeing Company
-0.23%
-$245 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$661.5 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$335.06 
IWM iShares Russell 2000 ETF
-0.19%
-$1,264.42 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.18%
-$80.64 
MMIN NYLI MacKay Muni Insured ETF
-0.17%
-$76 
SPBC Simplify US Equity PLUS Downside Convexity ETF
-0.12%
-$1.8 
GDL GDL Fund
-0.12%
-$75 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$17.48 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$18.91 
EPR-PE EPR Properties
-0.09%
-$152.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$186.18 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.07%
-$327.92 
SPG Simon Property Group, Inc.
-0.05%
-$162.25 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$7.78 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$17.7 
IWD iShares Russell 1000 Value ETF
-0.03%
-$22.56 
SVOL Simplify Volatility Premium ETF
-0.03%
-$1 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$0.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$141.7 Events
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Dividends
Dividend Analysis
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| Trades 1999 | Longs Won 1290/1999 64% | Profit Factor 4.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,245.58 |
| Average Win $81,778.42 | Best Trade (Sep 14) $3.92M | Sharpe Ratio -18.34 |
| Average Loss -$30,450.94 | Worst Trade (Dec 31) -$9.19M | Z-Score -3.16 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $41,973.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,484 | 4,036 | 3,587 | 3,139 | 2,691 | 2,242 | 1,794 | 1,345 | 897 | 448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,854 | $3.02M | $3.96M | - | $941,563.22 | 31.19% | +0.539% |
| ABBV AbbVie Inc. | 512 | $101,109.98 | $133,918.72 | - | $32,808.74 | 32.45% | +1.727% |
| ABT Abbott Laboratories | 745 | $101,252.82 | $76,615.8 | - | -$24,637.02 | -24.33% | +0.873% |
| ACN Accenture plc Class A | 1,500 | $186,660 | $292,815 | - | $106,155 | 56.87% | +6.15% |
| ACWI iShares MSCI ACWI ETF | 257 | $30,725 | $40,906.69 | - | $10,181.69 | 33.14% | -0.674% |
| ADM Archer-Daniels-Midland Co | 1,425 | $108,870 | $123,269.62 | - | $14,399.62 | 13.23% | -0.248% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,085 | $688,816.3 | $679,876.6 | - | -$8,939.7 | -1.3% | -0.021% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 9,545 | $1.29M | $2.48M | - | $1.19M | 92.09% | -10.92% |
| ALB Albemarle Corporation | 3,740 | $592,779.16 | $431,222 | - | -$161,557.16 | -27.25% | -1.889% |
| AMAT Applied Materials, Inc. | 1,205 | $520,487.07 | $513,040.8 | - | -$7,446.27 | -1.43% | -6.732% |
| AMGN Amgen Inc. | 650 | $181,487 | $248,170 | - | $66,683 | 36.74% | +1.179% |
| AMT American Tower Corporation | 240 | $39,257 | $42,472.8 | - | $3,215.8 | 8.19% | -0.495% |
| AMZN Amazon.com Inc | 11,912 | $2.6M | $3.02M | - | $421,374.86 | 16.21% | -1.223% |
| APLD Applied Digital Corporation | 2,000 | $49,040 | $49,450 | - | $410 | 0.84% | -6.416% |
| ASML ASML Holding N.V. New York Registry Shares | 82 | $163,135 | $129,589.52 | - | -$33,545.48 | -20.56% | -6.945% |
| ASTS AST SpaceMobile, Inc. | 100 | $7,263 | $6,007 | - | -$1,256 | -17.29% | +0.351% |
| AVGO Broadcom Inc. | 301 | $61,916.77 | $103,745.67 | - | $41,828.9 | 67.56% | -4.785% |
| AXP American Express Company | 350 | $129,482.5 | $114,649.5 | - | -$14,833 | -11.46% | +0.887% |
| B BARRICK MINING CORP Common Stock (ABR0) | 200 | $8,710 | $8,488 | - | -$222 | -2.55% | -2.839% |
| BA Boeing Company | 500 | $108,560 | $104,980 | - | -$3,580 | -3.3% | -0.233% |
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FAQ
Which stocks have generated the highest profits for Lydia Moore?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $5.22M, Sterling Infrastructure, Inc - $2.81M, Apple Inc - $2.54M, Palantir Technologies Inc - $2.34M, and Microsoft Corp - $2.28M. 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: Netflix, Inc - $9.1M, Taiwan Semiconductor Manufacturing Company Limited - $857,517.63, UnitedHealth Group Incorporated - $481,804.03, Capri Holdings Ltd - $378,250.54, and Seattle Genetics Inc - $287,260.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lydia Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.12M earned over time. The largest contributors to dividend income include ZIM Integrated Shipping Services Ltd - $326,305, Kinder Morgan, Inc - $262,506.21, JPMorgan Chase & Co - $248,860.25, iShares Core S&P 500 ETF - $234,342.9, and Valero Energy Corporation - $215,067.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lydia Moore's monthly returns?
Lydia Moore'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 Lydia Moore's strategy be considered aggressive or moderate?
Lydia Moore'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 Lydia Moore's strategy?
Lydia Moore'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.
