Albert Moore Portfolio
Invests via First National Advisers LLC | Managed by First National Advisers LLC
Invests via First National Advisers LLC
Managed by First National Advisers LLC
Automatically Tracked
Albert Moore Profile
With a wealth of experience in corporate strategy and operational leadership, Albert Moore has established himself as a significant figure in the technology sector. His career includes key executive roles at several high-growth companies where he successfully navigated complex market dynamics to drive innovation and profitability. As a visionary leader, he excels in transforming organizational challenges into growth opportunities, fostering dynamic teams focused on scalable solutions. Moore's influence extends beyond management; his insights into industry trends have positioned him as an invaluable advisor for emerging ventures aiming for competitive differentiation in tech-driven markets.
With a wealth of experience in corporate strategy and operational leadership, Albert Moore has established himself as a significant figure in the technology sector. His career includes key executive roles at several high-growth companies where he successfully navigated complex market dynamics to drive innovation and profitability. As a visionary leader, he excels in transforming organizational challenges into growth opportunities, fostering dynamic teams focused on scalable solutions. Moore's influence extends beyond management; his insights into industry trends have positioned him as an invaluable advisor for emerging ventures aiming for competitive differentiation in tech-driven markets.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, strategic foresight is critical for success. Albert Moore applies his extensive leadership and operational experience to identify transformative opportunities within this sector. His focus on scalability and innovation enables him to streamline processes while fostering an environment conducive to creative problem-solving. With a knack for navigating market complexities, he prioritizes investments that bolster organizational agility and competitive advantage. By leveraging insights into emerging trends, he helps new ventures establish a unique foothold in a crowded marketplace.
In the rapidly evolving technology landscape, strategic foresight is critical for success. Albert Moore applies his extensive leadership and operational experience to identify transformative opportunities within this sector. His focus on scalability and innovation enables him to streamline processes while fostering an environment conducive to creative problem-solving. With a knack for navigating market complexities, he prioritizes investments that bolster organizational agility and competitive advantage. By leveraging insights into emerging trends, he helps new ventures establish a unique foothold in a crowded marketplace.
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:
173.77%
Gain +1.92%
Monthly
2.66%
Yearly
37%
Drawdown
39.1%
$743.94M
Equity
Holdings
$743.94M
Investment
$554.61M
$248.51M
Profit +$8.69M
Realized
$59.19M
Unrealized
$189.33M
Dividends
$26.76M
Goals
Avg. 96% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.92%
Profit
$8.69M
Win %
76%
This Week
Compared To Last Week
Gain
2.48%
Profit
$18.01M
Win %
76%
This Month
Compared to last month
Gain
2.48%
Profit
$18.01M
Win %
76%
This Year
Compared to last year
Gain
4.61%
Profit
$32.78M
Win %
73%
ITGR Integer Holdings Corporation
+20.18%
+$75,152.55 
AMZN Amazon.com Inc
+15.32%
+$3.27M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$228,817.51 
ETN Eaton Corporation plc
+7.32%
+$256,233.81 
GOOG Alphabet Inc
+6.88%
+$1.63M 
GOOGL Alphabet Inc
+6.73%
+$619,048.5 
NVT nVent Electric plc
+6.24%
+$195,932.94 
ANET Arista Networks, Inc.
+5.46%
+$240,536.88 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$18,442.67 
CACI Caci International Inc.
+4.27%
+$22,052.39 
TT Trane Technologies plc
+3.33%
+$7,437.7 
META Meta Platforms Inc Class A
+3.28%
+$381,251.33 
ONTO Onto Innovation Inc.
+3.22%
+$20,738.35 
MSFT Microsoft Corp.
+3.02%
+$819,732.72 
BCPC Balchem Corporation
+2.97%
+$81,578.7 
NVDA NVIDIA Corporation
+2.93%
+$1.02M 
AVT Avnet Inc.
+2.35%
+$64,115.16 
CVX Chevron Corporation
+2.35%
+$85,224.6 
ORLY O'Reilly Automotive Inc.
+2.28%
+$69,657.96 
GLW Corning Incorporated
+2.24%
+$59,103.18 
TTEK Tetra Tech, Inc.
+2.19%
+$13,371.43 
EOG EOG Resources, Inc.
+2.19%
+$77,862.54 
DVN Devon Energy Corporation
+2.17%
+$6,735.36 
AMTM Amentum Holdings, Inc.
+2.16%
+$20,247.13 
QLYS Qualys, Inc.
+2.15%
+$9,126.05 
CSCO Cisco Systems, Inc.
+2.14%
+$44,337.78 
KEYS Keysight Technologies, Inc.
+2.04%
+$32,493.08 
NSSC Napco Security Technologies, Inc.
+1.95%
+$28,185.66 
TSCO Tractor Supply Company
+1.85%
+$9,631.44 
CRM Salesforce Inc
+1.83%
+$22,690.01 
ORCL Oracle Corporation
+1.81%
+$56,983.08 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$23,181.82 
AAON Aaon Inc.
+1.68%
+$6,631.16 
J Jacobs Solutions Inc.
+1.64%
+$17,433.38 
ACN Accenture plc Class A
+1.61%
+$22,783.78 
FANG Diamondback Energy Inc
+1.59%
+$36,016.68 
BSX Boston Scientific Corporation
+1.59%
+$4,823.84 
VZ Verizon Communications Inc.
+1.52%
+$15,577.1 
LMT Lockheed Martin Corporation
+1.5%
+$11,512.42 
NOG Northern Oil and Gas Inc.
+1.49%
+$4,059.45 
PR Permian Resources Corporation
+1.48%
+$8,108.36 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$3,290.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,814.72 
PWR Quanta Services Inc.
+1.43%
+$38,092.22 
MKSI MKS Instruments Inc.
+1.42%
+$8,275.14 
RS Reliance Inc.
+1.27%
+$37,429.59 
COP ConocoPhillips
+1.22%
+$27,824.07 
FELE Franklin Electric Co., Inc.
+1.21%
+$9,367.5 
WFC Wells Fargo & Company
+1.19%
+$52,437.18 
AMAT Applied Materials, Inc.
+1.18%
+$46,899.26 
MWA Mueller Water Products Inc.
+1.16%
+$32,990.69 
CHD Church & Dwight Co., Inc.
+1.16%
+$32,714.63 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,453.28 
VUG Vanguard Growth ETF
+1.1%
+$9,804.06 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$3,937.62 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$16,265.04 
ADP Automatic Data Processing Inc.
+0.98%
+$3,079.5 
MIR Mirion Technologies, Inc.
+0.94%
+$1,678.88 
UNP Union Pacific Corporation
+0.92%
+$13,248.59 
SCHW Charles Schwab Corporation
+0.87%
+$41,029.17 
IBM International Business Machines Corporation
+0.86%
+$1,650.22 
CP Canadian Pacific Kansas City Limited
+0.83%
+$3,888.71 
MCD McDonald's Corporation
+0.82%
+$2,985.41 
NIC Nicolet Bankshares Inc.
+0.81%
+$18,104.55 
TSLA Tesla, Inc.
+0.76%
+$33,646.23 
MPC Marathon Petroleum Corporation
+0.76%
+$2,815.44 
STT State Street Corp
+0.73%
+$7,986.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,105.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,021.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$30,292.63 
IDA Idacorp Inc.
+0.71%
+$7,998.27 
AME Ametek Inc.
+0.71%
+$29,496.97 
ENS EnerSys
+0.7%
+$2,966.61 
CAT Caterpillar Inc.
+0.7%
+$2,109.24 
ROP Roper Technologies Inc.
+0.7%
+$1,653.76 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,189.41 
PTC PTC Inc.
+0.66%
+$9,806.4 
PLTR Palantir Technologies Inc.
+0.65%
+$1,424.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,417.8 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,689.79 
APH Amphenol Corporation
+0.55%
+$20,877.76 
PPI ASTORIA REAL ASSETS ETF
+0.55%
+$25,216.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,481.62 
PSX Phillips 66
+0.51%
+$14,876.72 
DT Dynatrace, Inc.
+0.5%
+$2,226.42 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$2,277.49 
PAYX Paychex Inc.
+0.44%
+$1,871.19 
CSX CSX Corporation
+0.42%
+$20,933.43 
CASY Casey's General Stores Inc.
+0.4%
+$2,131.5 
AIR AAR Corp.
+0.4%
+$1,704.06 
RTX RTX Corporation
+0.39%
+$29,127.84 
DIOD Diodes Inc.
+0.39%
+$2,063.68 
AVGO Broadcom Inc.
+0.37%
+$59,345.28 
PG Procter & Gamble Co
+0.37%
+$5,593.62 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$34,843.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,305.28 
BAC Bank of America Corporation
+0.36%
+$1,130.58 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$1,670.1 
SF Stifel Financial Corp.
+0.34%
+$2,407.44 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$37,793.28 
MRK Merck & Co., Inc.
+0.32%
+$1,496.95 
PCT PureCycle Technologies, Inc.
+0.32%
+$3,389.4 
NPO EnPro Industries Inc.
+0.31%
+$2,186.38 
JPM JPMorgan Chase & Co.
+0.27%
+$41,653.28 
CME CME Group Inc.
+0.21%
+$6,832.71 
SO The Southern Company
+0.21%
+$9,389 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$24,149.85 
JNJ Johnson & Johnson
+0.21%
+$5,343.99 
MANH Manhattan Associates Inc.
+0.2%
+$884.13 
FLR Fluor Corporation
+0.2%
+$1,389.8 
USB U.S. Bancorp
+0.17%
+$1,339.34 
T AT&T Inc.
+0.17%
+$1,366.68 
MS Morgan Stanley
+0.17%
+$7,755.52 
INVH Invitation Homes Inc.
+0.17%
+$1,551.3 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$5,708.45 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$966.63 
CB Chubb Limited
+0.15%
+$5,332.33 
SIGI Selective Insurance Group Inc.
+0.14%
+$685.1 
WM Waste Management, Inc.
+0.1%
+$3,505.7 
CON Concentra Group Holdings Inc.
+0.1%
+$416.61 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.09%
+$13,855.05 
WMT Walmart Inc.
+0.09%
+$4,839.5 
ABT Abbott Laboratories
+0.09%
+$2,014.56 
ATR AptarGroup, Inc.
+0.07%
+$204.95 
PB Prosperity Bancshares Inc.
+0.07%
+$560.3 
EPRT Essential Properties Realty Trust, Inc.
+0.06%
+$1,352.52 
ICFI ICF International Inc.
+0.05%
+$185.68 
DIS The Walt Disney Company
+0.03%
+$562.38 
LFUS Littelfuse Inc.
+0.03%
+$1,244.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$637,322.5 
AAPL Apple Inc.
-7.35%
-$3.22M 
SYK Stryker Corporation
-6.42%
-$21,893.2 
LIN Linde plc
-5.95%
-$216,994.53 
MU Micron Technology, Inc.
-5.9%
-$420,267.72 
TYL Tyler Technologies Inc.
-4.24%
-$12,201.89 
CAG Conagra Brands Inc.
-3.46%
-$17,038.32 
AMN Amn Healthcare Services Inc.
-3.11%
-$13,117.68 
CI The Cigna Group
-2.99%
-$27,586.48 
CSL Carlisle Companies Inc.
-2.69%
-$13,465.91 
QCOM QUALCOMM Incorporated
-2.63%
-$7,213.94 
ABBV AbbVie Inc.
-2.51%
-$149,935.78 
ICE Intercontinental Exchange, Inc.
-2.42%
-$34,424.57 
CPT Camden Property Trust
-2.19%
-$12,035.44 
NFLX Netflix, Inc.
-2%
-$13,757.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$139,977.06 
LW Lamb Weston Holdings, Inc.
-1.87%
-$10,255 
MC Moelis & Company
-1.86%
-$9,116.05 
JLL Jones Lang LaSalle Inc.
-1.85%
-$18,076.38 
CAVA Cava Group Inc.
-1.82%
-$5,503.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,157.17 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$5,237.5 
AS Amer Sports, Inc.
-1.63%
-$26,427.19 
SNOW Snowflake Inc.
-1.62%
-$44,801.99 
LRCX Lam Research Corporation
-1.58%
-$5,188.81 
UTHR United Therapeutics Corporation
-1.54%
-$40,063.35 
FICO Fair Isaac Corporation
-1.45%
-$17,348.86 
DPZ Domino's Pizza Inc.
-1.37%
-$3,544.97 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,378.63 
CLH Clean Harbors Inc.
-1.35%
-$3,842.99 
TXRH Texas Roadhouse Inc.
-1.33%
-$31,491.84 
EXLS ExlService Holdings Inc.
-1.25%
-$6,059.99 
HSY The Hershey Company
-1.23%
-$3,618.8 
MDLZ Mondelez International, Inc.
-1.22%
-$16,702.11 
TJX The TJX Companies, Inc.
-1.21%
-$31,526.24 
CUZ Cousins Properties Incorporated
-1.19%
-$3,617.98 
ICLR ICON plc
-1.18%
-$6,348.41 
NEE NextEra Energy, Inc.
-1.15%
-$71,205 
RCL Royal Caribbean Group
-1.13%
-$18,691.45 
LIVN LivaNova PLC
-1.12%
-$36,137.13 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$12,340.43 
TXN Texas Instruments Inc
-1.08%
-$29,559.96 
LOW Lowe's Companies Inc.
-1.08%
-$2,537.86 
CTAS Cintas Corporation
-1.04%
-$33,767.12 
INTC Intel Corporation
-1.02%
-$3,606.54 
NDAQ Nasdaq, Inc.
-1.02%
-$7,836.63 
KO The Coca-Cola Company
-1.02%
-$42,900.3 
BURL Burlington Stores Inc.
-1%
-$8,269.57 
UPS United Parcel Service, Inc.
-1%
-$3,522.75 
NXST Nexstar Media Group Inc.
-0.99%
-$3,400.98 
IBP Installed Building Products Inc.
-0.99%
-$3,376.62 
EW Edwards Lifesciences Corporation
-0.98%
-$32,175.9 
XOM Exxon Mobil Corporation
-0.97%
-$58,825.44 
CHWY Chewy Inc.
-0.96%
-$14,033.58 
MCHP Microchip Technology Incorporated
-0.96%
-$24,979.03 
SN SharkNinja, Inc.
-0.95%
-$21,167.64 
CLF Cleveland-Cliffs Inc.
-0.95%
-$5,909.42 
RVTY Revvity Inc.
-0.9%
-$5,604.9 
ATO Atmos Energy Corporation
-0.85%
-$20,377.98 
MCO Moody's Corporation
-0.81%
-$22,713.58 
ADC Agree Realty Corporation
-0.78%
-$2,960.94 
HUM Humana Inc.
-0.76%
-$7,263.23 
SUI Sun Communities Inc.
-0.76%
-$13,342.75 
MA Mastercard Incorporated
-0.74%
-$48,904.8 
BLK BlackRock, Inc.
-0.73%
-$29,398.28 
FAF First American Financial Corporation
-0.71%
-$20,533.5 
RPM RPM International Inc.
-0.7%
-$5,041.08 
MZTI The Marzetti Company
-0.69%
-$2,545.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$19,585.67 
AMGN Amgen Inc.
-0.64%
-$37,847.43 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$389,256.48 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,631.7 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,645.92 
AMT American Tower Corporation
-0.63%
-$1,899.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,186.48 
PM Philip Morris International Inc.
-0.61%
-$6,789.66 
ECL Ecolab Inc.
-0.61%
-$5,485.68 
SBUX Starbucks Corporation
-0.57%
-$3,823.8 
DGX Quest Diagnostics Inc.
-0.55%
-$11,727.44 
WAB Wabtec Corporation
-0.55%
-$5,950.4 
LLY Eli Lilly and Company
-0.53%
-$56,500.21 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$10,541.92 
ENOV Enovis Corporation
-0.51%
-$1,772.55 
IWM iShares Russell 2000 ETF
-0.47%
-$1,120.33 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$66,537.78 
PEP PepsiCo, Inc.
-0.46%
-$19,717.12 
TRV The Travelers Companies, Inc.
-0.43%
-$7,794.66 
LAMR Lamar Advertising Company
-0.43%
-$4,754.65 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$19,105.68 
HD The Home Depot, Inc.
-0.42%
-$14,624.4 
VGT Vanguard Information Technology ETF
-0.38%
-$1,496.4 
MDT Medtronic plc
-0.37%
-$3,254.72 
GPC Genuine Parts Company
-0.37%
-$1,280.64 
TMUS T-Mobile US, Inc.
-0.36%
-$8,376.35 
DG Dollar General Corporation
-0.35%
-$7,494.7 
TFC Truist Financial Corporation
-0.33%
-$1,655.1 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,053.8 
HOMB Home BancShares Inc.
-0.29%
-$1,246.95 
EVRG Evergy Inc.
-0.29%
-$912.95 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,209 
CCI Crown Castle Inc.
-0.27%
-$2,014.32 
EGP EastGroup Properties Inc.
-0.27%
-$995.8 
VTV Vanguard Value ETF
-0.27%
-$2,903.93 
POWI Power Integrations Inc.
-0.26%
-$1,020.48 
COST Costco Wholesale Corporation
-0.24%
-$14,252.09 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$2,454.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$652.86 
FR First Industrial Realty Trust Inc.
-0.21%
-$4,708.62 
MKL Markel Group Inc.
-0.2%
-$3,457.15 
BKNG Booking Holdings Inc.
-0.18%
-$4,877.59 
NTRS Northern Trust Corporation
-0.17%
-$1,078.69 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$2,770.73 
LNT Alliant Energy Corporation
-0.15%
-$639.21 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,556.16 
VO Vanguard Mid-Cap ETF
-0.05%
-$329.52 
V Visa Inc. Class A
-0.04%
-$793.18 
XEL Xcel Energy Inc.
-0.04%
-$488.4 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$241.98 
DORM Dorman Products, Inc.
-0.01%
-$78.22 
TGT Target Corporation
-0.01%
-$74.31 Events
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Dividends
Dividend Analysis
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| Trades 2887 | Longs Won 1959/2887 67% | Profit Factor 5.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $426,627.28 |
| Average Win $154,338.15 | Best Trade (Aug 07) $8.36M | Sharpe Ratio -10.78 |
| Average Loss -$58,010.62 | Worst Trade (Aug 02) -$2.76M | Z-Score 14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $86,080.56 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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 Albert Moore?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.45M, Apple Inc - $5.5M, MasTec, Inc. Common Stock - $4.45M, JPMorgan Chase & Co - $4.25M, and Alphabet Inc - $4.17M. 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: Lamb Weston Holdings, Inc - $1.86M, Adobe Inc - $1.78M, Robert Half Inc - $1.65M, Zoetis Inc - $1.4M, and Amn Healthcare Services Inc - $1.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Albert Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.76M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.44M, Dimensional International Core Equity Market ETF - $2.14M, JPMorgan Chase & Co - $898,705.35, Microsoft Corp - $726,426.07, and Verizon Communications Inc - $619,263.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Albert Moore's monthly returns?
Albert Moore's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Albert Moore's strategy be considered aggressive or moderate?
Albert Moore's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Albert Moore's strategy?
Albert Moore's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
