Angela Kelley Portfolio
Invests via HTLF Bank | Managed by Angela Kelley
Invests via HTLF Bank
Managed by Angela Kelley
Automatically Tracked
Angela Kelley Profile
Seasoned operator and investor with a background in scaling revenue-generating technology and consumer businesses across growth and late-stage cycles. Angela Kelley is known for leading corporate development, product and go-to-market teams to liquidity events and strategic exits, and for making follow-on investments into SaaS, fintech and direct-to-consumer themes. Active on corporate boards and as an angel investor, she emphasizes unit-economics-led expansion, margin improvement and repeatable customer acquisition. Holds graduate business credentials and has worked in both venture and corporate environments, positioning her as a bridge between founders and institutional capital.
Seasoned operator and investor with a background in scaling revenue-generating technology and consumer businesses across growth and late-stage cycles. Angela Kelley is known for leading corporate development, product and go-to-market teams to liquidity events and strategic exits, and for making follow-on investments into SaaS, fintech and direct-to-consumer themes. Active on corporate boards and as an angel investor, she emphasizes unit-economics-led expansion, margin improvement and repeatable customer acquisition. Holds graduate business credentials and has worked in both venture and corporate environments, positioning her as a bridge between founders and institutional capital.
Investment Philosophy & Strategy
Prioritizes investing in revenue-generating SaaS, fintech and direct-to-consumer businesses where repeatable customer acquisition and unit-economics-driven scaling create durable returns. Emphasizes margin expansion, disciplined capital allocation and product-led go-to-market improvements, leaning toward growth and late-stage opportunities with medium-to-long time horizons. Utilizes board roles and operator experience to de-risk execution, structure follow-on capital to support commercialization, and align incentives between founders and institutional investors. Underwrites deals on measurable unit economics, defensible distribution and clear paths to profitable scale.
Prioritizes investing in revenue-generating SaaS, fintech and direct-to-consumer businesses where repeatable customer acquisition and unit-economics-driven scaling create durable returns. Emphasizes margin expansion, disciplined capital allocation and product-led go-to-market improvements, leaning toward growth and late-stage opportunities with medium-to-long time horizons. Utilizes board roles and operator experience to de-risk execution, structure follow-on capital to support commercialization, and align incentives between founders and institutional investors. Underwrites deals on measurable unit economics, defensible distribution and clear paths to profitable scale.
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:
38.78%
Gain -0.21%
Monthly
1.03%
Yearly
13.08%
Drawdown
11.8%
$1.08B
Equity
Holdings
$1.08B
Investment
$779.89M
$322.64M
Profit -$2.25M
Realized
$21.88M
Unrealized
$300.76M
Dividends
$58.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$2.25M
Win %
78%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$2.25M
Win %
78%
This Month
Compared to last month
Gain
-0.96%
Profit
-$10.43M
Win %
78%
This Year
Compared to last year
Gain
7.44%
Profit
$74.8M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$1.76M 
ETN Eaton Corporation plc
+7.32%
+$18,146.71 
GOOG Alphabet Inc
+6.88%
+$361,387.01 
GOOGL Alphabet Inc
+6.73%
+$1.7M 
CACI Caci International Inc.
+4.27%
+$12,239.99 
META Meta Platforms Inc Class A
+3.28%
+$26,148.71 
BMI Badger Meter Inc.
+3.04%
+$5,148.01 
MSFT Microsoft Corp.
+3.02%
+$666,126.47 
NVDA NVIDIA Corporation
+2.93%
+$50,801.93 
CVX Chevron Corporation
+2.35%
+$243,329.68 
TTEK Tetra Tech, Inc.
+2.19%
+$3,635.2 
CSCO Cisco Systems, Inc.
+2.14%
+$267,863.76 
PANW Palo Alto Networks, Inc.
+1.89%
+$18,179.4 
ORCL Oracle Corporation
+1.81%
+$128,415.21 
ILPT Industrial Logistics Properties Trust
+1.65%
+$179,221 
ACN Accenture plc Class A
+1.61%
+$3,361.15 
BSX Boston Scientific Corporation
+1.59%
+$3,606.93 
VZ Verizon Communications Inc.
+1.52%
+$8,288 
LMT Lockheed Martin Corporation
+1.5%
+$4,202.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,083.84 
NOC Northrop Grumman Corporation
+1.43%
+$4,455.92 
GE General Electric Company
+1.42%
+$10,759.17 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$39,418.92 
KLAC KLA Corporation
+1.38%
+$10,258.84 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$78,878.72 
CMCSA Comcast Corp
+1.23%
+$4,715.09 
COP ConocoPhillips
+1.22%
+$9,878.86 
WFC Wells Fargo & Company
+1.19%
+$42,323.88 
AMAT Applied Materials, Inc.
+1.18%
+$25,222.59 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$5,373.2 
BG Bunge Global S.A.
+1.1%
+$3,877.88 
VUG Vanguard Growth ETF
+1.1%
+$947,673.72 
ADBE Adobe Inc.
+1.01%
+$1,179.7 
URI United Rentals, Inc.
+0.99%
+$13,234.36 
ADP Automatic Data Processing Inc.
+0.98%
+$2,501.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$177,348.08 
OEF iShares S&P 100 ETF
+0.95%
+$2,792.21 
UNP Union Pacific Corporation
+0.92%
+$6,397.34 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,674.47 
SCHW Charles Schwab Corporation
+0.87%
+$2,615.34 
IBM International Business Machines Corporation
+0.86%
+$4,471.26 
MCD McDonald's Corporation
+0.82%
+$20,244.49 
TSLA Tesla, Inc.
+0.76%
+$2,603.06 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,025.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,334.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$64,160.45 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,030.14 
CAT Caterpillar Inc.
+0.7%
+$5,335.46 
ROP Roper Technologies Inc.
+0.7%
+$2,619.36 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,669.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$46,336 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$11,803.88 
PLTR Palantir Technologies Inc.
+0.65%
+$2,315.19 
IWB iShares Russell 1000 ETF
+0.64%
+$5,753.42 
OZK Bank OZK
+0.61%
+$1,504.74 
ET Energy Transfer L.P.
+0.59%
+$2,089.8 
MO Altria Group, Inc.
+0.57%
+$1,767.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$53,803.96 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$3,846.16 
HON Honeywell International Inc.
+0.47%
+$2,951.89 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,801.46 
NSC Norfolk Southern Corporation
+0.46%
+$3,606.9 
PFE Pfizer Inc.
+0.4%
+$2,725.2 
RTX RTX Corporation
+0.39%
+$59,372.04 
AVGO Broadcom Inc.
+0.37%
+$76,279.68 
PG Procter & Gamble Co
+0.37%
+$15,361.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,805.28 
BAC Bank of America Corporation
+0.36%
+$3,170.42 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$56,354.57 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$3,404.42 
MRK Merck & Co., Inc.
+0.32%
+$2,248.9 
PPT Putnam Premier Income Trust
+0.3%
+$121.7 
JPM JPMorgan Chase & Co.
+0.27%
+$45,996.08 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$313.66 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$2,395.69 
AMP Ameriprise Financial, Inc.
+0.25%
+$774.19 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.25%
+$53,332.31 
JNJ Johnson & Johnson
+0.21%
+$27,473.61 
ADI Analog Devices, Inc.
+0.2%
+$1,218.76 
CMI Cummins Inc.
+0.19%
+$701.52 
T AT&T Inc.
+0.17%
+$1,417.08 
MS Morgan Stanley
+0.17%
+$8,182.13 
CB Chubb Limited
+0.15%
+$570.28 
TY Tri-Continental Corporation
+0.14%
+$10,885.15 
DELL Dell Technologies Inc.
+0.14%
+$20,451.76 
MMM 3M Company
+0.12%
+$2,623.44 
WM Waste Management, Inc.
+0.1%
+$568.04 
AFL Aflac Inc.
+0.09%
+$391.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$383.13 
WMT Walmart Inc.
+0.09%
+$10,156.9 
ABT Abbott Laboratories
+0.09%
+$483.39 
JPIB JPMorgan International Bond ETF
+0.06%
+$647.07 
AEP American Electric Power Company, Inc.
+0.06%
+$193.9 
PSTL Postal Realty Trust, Inc.
+0.04%
+$1,306.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$109.41 
DIS The Walt Disney Company
+0.03%
+$109.41 
INCE Franklin Income Equity Focus ETF
+0.03%
+$5,657.22 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$1,641.04 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$1,066.36 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$211.2 
HTLF Heartland Financial USA Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.53M 
SYK Stryker Corporation
-6.42%
-$13,538.04 
LIN Linde plc
-5.95%
-$31,712.49 
TSN Tyson Foods Inc.
-4.43%
-$10,547.49 
AVY Avery Dennison Corporation
-2.91%
-$5,970.58 
IBIT iShares Bitcoin Trust
-2.89%
-$5,540.62 
QCOM QUALCOMM Incorporated
-2.63%
-$9,204.95 
ABBV AbbVie Inc.
-2.51%
-$199,353.64 
ICE Intercontinental Exchange, Inc.
-2.42%
-$9,565.96 
XLB Materials Select Sector SPDR Fund
-2.34%
-$66,520.96 
BA Boeing Company
-2.15%
-$13,013.81 
MXI iShares Global Materials ETF
-2.15%
-$51,278.96 
BXMX Nuveen S&P 500 Buy-Write Income Fund
-2.07%
-$16,887.64 
NAT Nordic American Tankers Ltd.
-1.95%
-$6,500 
GIS General Mills, Inc.
-1.84%
-$3,262.23 
DNP DNP Select Income Fund Inc.
-1.74%
-$2,384.5 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,060.62 
ADM Archer-Daniels-Midland Co
-1.66%
-$5,447.1 
SOLV Solventum Corporation
-1.59%
-$4,192.44 
STWD Starwood Property Trust Inc.
-1.54%
-$8,202.25 
PETS PetMed Express Inc.
-1.51%
-$1,800 
GLD SPDR Gold Shares
-1.49%
-$8,356.93 
IDLV Invesco S&P International Developed Low Volatility ETF
-1.23%
-$127,653.75 
MDLZ Mondelez International, Inc.
-1.22%
-$5,906.69 
AIZ Assurant Inc.
-1.16%
-$8,881.29 
NEE NextEra Energy, Inc.
-1.15%
-$4,719.73 
DE Deere & Company
-1.13%
-$13,504.78 
RWAY Runway Growth Finance Corp
-1.09%
-$5,323.2 
TXN Texas Instruments Inc
-1.08%
-$7,824.87 
LOW Lowe's Companies Inc.
-1.08%
-$54,078.26 
PLD Prologis Inc.
-1.08%
-$29,692.94 
MCK McKesson Corporation
-1.08%
-$6,691.77 
INTC Intel Corporation
-1.02%
-$11,265.09 
KO The Coca-Cola Company
-1.02%
-$26,609.4 
UPS United Parcel Service, Inc.
-1%
-$43,937.25 
XOM Exxon Mobil Corporation
-0.97%
-$31,906.62 
MET MetLife Inc.
-0.97%
-$4,611.64 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,218.57 
PID Invesco International Dividend Achievers ETF
-0.9%
-$3,066 
GILD Gilead Sciences Inc.
-0.81%
-$3,005.6 
MCO Moody's Corporation
-0.81%
-$4,609.45 
KMB Kimberly-Clark Corporation
-0.8%
-$2,191.2 
ADC Agree Realty Corporation
-0.78%
-$11,681.5 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$322,997.37 
MA Mastercard Incorporated
-0.74%
-$5,270 
BLK BlackRock, Inc.
-0.73%
-$3,551.1 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$42,523.32 
DUK Duke Energy Corporation
-0.67%
-$2,145.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,467.6 
AMGN Amgen Inc.
-0.64%
-$66,791.63 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,044.98 
GS The Goldman Sachs Group, Inc.
-0.63%
-$13,394.14 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$5,947.52 
DHR Danaher Corporation
-0.61%
-$2,722.72 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,541.33 
WEC WEC Energy Group Inc.
-0.57%
-$1,811.26 
SBUX Starbucks Corporation
-0.57%
-$31,810.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$26,033.94 
LLY Eli Lilly and Company
-0.53%
-$5,075.64 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$281,026.5 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$336 
IWM iShares Russell 2000 ETF
-0.47%
-$5,548.84 
PEP PepsiCo, Inc.
-0.46%
-$11,987.2 
TRV The Travelers Companies, Inc.
-0.43%
-$4,096.19 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,324.66 
HD The Home Depot, Inc.
-0.42%
-$15,733.64 
MBB iShares MBS ETF
-0.4%
-$17,145.8 
VGT Vanguard Information Technology ETF
-0.38%
-$3,501.92 
AXP American Express Company
-0.38%
-$7,236.4 
MDT Medtronic plc
-0.37%
-$18,882.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,971.17 
CL Colgate-Palmolive Company
-0.33%
-$1,253.7 
TFC Truist Financial Corporation
-0.33%
-$784.54 
VXF Vanguard Extended Market ETF
-0.3%
-$3,211.33 
IGF iShares Global Infrastructure ETF
-0.28%
-$22,322.91 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,246.82 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$995.28 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$43,075.79 
VTV Vanguard Value ETF
-0.27%
-$223,184.37 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$39,957.19 
BXSL Blackstone Secured Lending Fund
-0.26%
-$5,341.62 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$691.22 
HUBB Hubbell Inc.
-0.24%
-$2,838.62 
COST Costco Wholesale Corporation
-0.24%
-$12,925.15 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,904.66 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,557.89 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,728.95 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$3,045.72 
PFM Invesco Dividend Achievers ETF
-0.21%
-$1,920 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,435.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$30,133.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$777.58 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,630.2 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,481.49 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$7,656.44 
LNT Alliant Energy Corporation
-0.15%
-$603.57 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$4,859.79 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$472.4 
MUB iShares National Muni Bond ETF
-0.11%
-$1,213.56 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$9,205.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$267.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$789.7 
SEIC SEI Investments Company
-0.06%
-$156 
ITM VanEck Intermediate Muni ETF
-0.04%
-$25,411.82 
V Visa Inc. Class A
-0.04%
-$2,130.65 
XEL Xcel Energy Inc.
-0.04%
-$94.35 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$3,081.99 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$99.54 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$58.99 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$81.62 
TGT Target Corporation
-0.01%
-$60.86 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$771.27 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 730/996 73% | Profit Factor 29.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.99M |
| Average Win $457,292.82 | Best Trade (Aug 14) $38.51M | Sharpe Ratio -12.46 |
| Average Loss -$42,034.53 | Worst Trade (Aug 19) -$2.25M | Z-Score 7.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $323,938.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 103,263 | $19.88M | $31.9M | - | $12.02M | 60.45% | -7.354% |
| ABBV AbbVie Inc. | 30,812 | $4.77M | $7.73M | - | $2.96M | 61.93% | -2.513% |
| ABT Abbott Laboratories | 5,371 | $591,185.8 | $567,714.7 | - | -$23,471.1 | -3.97% | +0.085% |
| ACN Accenture plc Class A | 1,278 | $442,967.64 | $212,045.76 | - | -$230,921.88 | -52.13% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,540 | $640,041.89 | $943,635 | - | $303,593.11 | 47.43% | -0.172% |
| ADBE Adobe Inc. | 470 | $278,886.19 | $117,692.7 | - | -$161,193.49 | -57.8% | +1.013% |
| ADC Agree Realty Corporation | 19,150 | $1.1M | $1.49M | - | $390,256.05 | 35.49% | -0.778% |
| ADI Analog Devices, Inc. | 1,647 | $327,858.68 | $605,124.27 | - | $277,265.59 | 84.57% | +0.202% |
| ADM Archer-Daniels-Midland Co | 4,065 | $293,574.06 | $322,232.55 | - | $28,658.49 | 9.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 966 | $240,575.33 | $257,400.35 | - | $16,825.02 | 6.99% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 246,496 | $4.4M | $6.29M | - | $1.89M | 42.9% | +1.27% |
| AEP American Electric Power Company, Inc. | 2,770 | $225,496.35 | $354,144.5 | - | $128,648.15 | 57.05% | +0.055% |
| AFL Aflac Inc. | 3,262 | $269,115.49 | $415,839.76 | - | $146,724.27 | 54.52% | +0.094% |
| AIZ Assurant Inc. | 2,716 | $451,535.24 | $758,280.04 | - | $306,744.8 | 67.93% | -1.158% |
| AMAT Applied Materials, Inc. | 4,275 | $696,867.87 | $2.17M | - | $1.47M | 211.43% | +1.176% |
| AMGN Amgen Inc. | 26,932 | $7.76M | $10.37M | - | $2.62M | 33.73% | -0.64% |
| AMP Ameriprise Financial, Inc. | 561 | $213,084.55 | $306,216.26 | - | $93,131.71 | 43.71% | +0.253% |
| AMZN Amazon.com Inc | 48,897 | $7.43M | $13.28M | - | $5.85M | 78.74% | +15.321% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 13,433 | $127,711.12 | $472,438.61 | - | $344,727.49 | 269.93% | +1.15% |
| AVGO Broadcom Inc. | 52,972 | $5.91M | $20.62M | - | $14.71M | 248.74% | +0.371% |
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FAQ
Which stocks have generated the highest profits for Angela Kelley?
The largest contributions to the portfolio's profits come from the following stocks: Heartland Financial USA Inc - $9.64M, iShares MSCI EAFE Value ETF - $4.9M, Vanguard Value ETF - $4.22M, VanEck Intermediate Muni ETF - $4.17M, and JPMorgan Equity Premium Income Fund - $3.77M. 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: Tesla, Inc - $216,761, Humana Inc - $107,577.6, Sprott Junior Uranium Miners ETF - $99,686.97, NexGen Energy Ltd - $77,159.79, and Boeing Company - $75,491.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Angela Kelley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.09M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $4.88M, VanEck Intermediate Muni ETF - $4.17M, Vanguard Value ETF - $3.81M, JPMorgan Equity Premium Income Fund - $3.57M, and Heartland Financial USA Inc - $1.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Angela Kelley's monthly returns?
Angela Kelley'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 Angela Kelley's strategy be considered aggressive or moderate?
Angela Kelley'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 Angela Kelley's strategy?
Angela Kelley'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.
