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:
40.3%
Gain -0.03%
Monthly
1.01%
Yearly
12.89%
Drawdown
11.8%
$1.09B
Equity
Holdings
$1.09B
Investment
$779.89M
$335.9M
Profit -$91,073.32
Realized
$21.88M
Unrealized
$314.02M
Dividends
$61.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$91,073.32
Win %
74%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$3.41M
Win %
74%
This Month
Compared to last month
Gain
1.12%
Profit
$12.1M
Win %
74%
This Year
Compared to last year
Gain
8.75%
Profit
$88.05M
Win %
74%
PNC The PNC Financial Services Group, Inc.
+2.65%
+$8,836.57 
RTX RTX Corporation
+2.43%
+$321,598.55 
NOC Northrop Grumman Corporation
+2.29%
+$6,669.28 
JPM JPMorgan Chase & Co.
+2.2%
+$360,628.84 
LMT Lockheed Martin Corporation
+2.19%
+$5,680.85 
CMCSA Comcast Corp
+2.18%
+$7,723 
PEP PepsiCo, Inc.
+2.16%
+$51,975.75 
TFC Truist Financial Corporation
+2.06%
+$4,430.4 
MDLZ Mondelez International, Inc.
+1.97%
+$9,512.05 
MET MetLife Inc.
+1.96%
+$9,615.76 
GE General Electric Company
+1.93%
+$12,876.78 
HD The Home Depot, Inc.
+1.89%
+$65,989.88 
AEP American Electric Power Company, Inc.
+1.84%
+$6,343.3 
WFC Wells Fargo & Company
+1.82%
+$62,655.94 
ING ING Groep N.V. Sponsored ADR
+1.8%
+$184,919.4 
LOW Lowe's Companies Inc.
+1.79%
+$83,618.73 
DIS The Walt Disney Company
+1.79%
+$7,221.06 
BLK BlackRock, Inc.
+1.68%
+$8,392.69 
DUK Duke Energy Corporation
+1.68%
+$5,108 
ILPT Industrial Logistics Properties Trust
+1.67%
+$147,217.25 
DNP DNP Select Income Fund Inc.
+1.63%
+$2,008 
COP ConocoPhillips
+1.63%
+$15,703.97 
WEC WEC Energy Group Inc.
+1.57%
+$4,801.25 
KO The Coca-Cola Company
+1.5%
+$40,801.08 
PG Procter & Gamble Co
+1.46%
+$66,518.22 
T AT&T Inc.
+1.38%
+$11,513.77 
TSN Tyson Foods Inc.
+1.38%
+$2,921.14 
LNT Alliant Energy Corporation
+1.37%
+$5,048.05 
PMM Putnam Managed Municipal Income Trust
+1.37%
+$896 
LIN Linde plc
+1.37%
+$7,058.28 
CL Colgate-Palmolive Company
+1.32%
+$5,098.38 
MO Altria Group, Inc.
+1.31%
+$4,397.01 
PSTL Postal Realty Trust, Inc.
+1.31%
+$37,249.21 
KMB Kimberly-Clark Corporation
+1.28%
+$3,324.15 
AFL Aflac Inc.
+1.26%
+$4,860.37 
VZ Verizon Communications Inc.
+1.26%
+$6,630.4 
MRK Merck & Co., Inc.
+1.25%
+$9,982.7 
OZK Bank OZK
+1.24%
+$2,766.78 
AXP American Express Company
+1.23%
+$22,051.26 
XLB Materials Select Sector SPDR Fund
+1.23%
+$34,085.12 
XLU Utilities Select Sector SPDR Fund
+1.2%
+$68,586 
NEE NextEra Energy, Inc.
+1.11%
+$4,112.24 
JNJ Johnson & Johnson
+1.09%
+$143,070.12 
AIZ Assurant Inc.
+1.09%
+$8,310.96 
ET Energy Transfer L.P.
+1.08%
+$3,744.22 
LLY Eli Lilly and Company
+1.06%
+$10,946.17 
CVX Chevron Corporation
+1.04%
+$122,471.81 
AAPL Apple Inc.
+1.03%
+$364,518.39 
MXI iShares Global Materials ETF
+1.03%
+$24,755.36 
XEL Xcel Energy Inc.
+1.02%
+$2,421.65 
TRV The Travelers Companies, Inc.
+1.02%
+$9,850.93 
BAC Bank of America Corporation
+1.01%
+$7,493.72 
ACN Accenture plc Class A
+1%
+$2,881.89 
CB Chubb Limited
+1%
+$3,798.27 
COST Costco Wholesale Corporation
+1%
+$55,477.97 
VNQ Vanguard Real Estate ETF
+0.99%
+$43,872.01 
HON Honeywell International Inc.
+0.92%
+$5,023.38 
ICE Intercontinental Exchange, Inc.
+0.91%
+$3,634.56 
EFV iShares MSCI EAFE Value ETF
+0.9%
+$467,288.25 
V Visa Inc. Class A
+0.9%
+$54,715.9 
MRSH Marsh & McLennan Companies, Inc.
+0.87%
+$1,968.68 
IGF iShares Global Infrastructure ETF
+0.85%
+$63,444.06 
AVY Avery Dennison Corporation
+0.84%
+$1,724.31 
TY Tri-Continental Corporation
+0.81%
+$60,956.84 
TXN Texas Instruments Inc
+0.78%
+$5,622.47 
WMT Walmart Inc.
+0.77%
+$91,918.13 
BRK-B Berkshire Hathaway Inc.
+0.77%
+$42,804.96 
ABBV AbbVie Inc.
+0.73%
+$63,781.15 
MCK McKesson Corporation
+0.68%
+$4,896.75 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$2,142.36 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.67%
+$66,720.36 
XOM Exxon Mobil Corporation
+0.65%
+$23,773.77 
INCE Franklin Income Equity Focus ETF
+0.65%
+$117,205.96 
AMGN Amgen Inc.
+0.6%
+$69,753.91 
AMP Ameriprise Financial, Inc.
+0.59%
+$1,660.57 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.58%
+$5,575.8 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$8,875.92 
MS Morgan Stanley
+0.57%
+$23,409.61 
SYK Stryker Corporation
+0.56%
+$993.83 
BA Boeing Company
+0.54%
+$2,802.35 
VTV Vanguard Value ETF
+0.54%
+$452,050.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.53%
+$7,453.28 
PLD Prologis Inc.
+0.51%
+$12,215.45 
ADI Analog Devices, Inc.
+0.5%
+$3,326.92 
MCD McDonald's Corporation
+0.48%
+$10,674.32 
ADC Agree Realty Corporation
+0.47%
+$6,032.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.47%
+$1,218.73 
SBUX Starbucks Corporation
+0.47%
+$24,123.19 
GS The Goldman Sachs Group, Inc.
+0.45%
+$8,319.61 
WM Waste Management, Inc.
+0.42%
+$2,452.9 
CMI Cummins Inc.
+0.41%
+$1,265.01 
PFM Invesco Dividend Achievers ETF
+0.41%
+$3,760 
UPS United Parcel Service, Inc.
+0.4%
+$16,319.55 
MA Mastercard Incorporated
+0.4%
+$3,025.59 
ADP Automatic Data Processing Inc.
+0.38%
+$1,043.29 
PID Invesco International Dividend Achievers ETF
+0.36%
+$1,168 
PFE Pfizer Inc.
+0.36%
+$2,861.46 
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$1,451.52 
GIS General Mills, Inc.
+0.35%
+$559.93 
MMM 3M Company
+0.34%
+$6,996.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.33%
+$48,966.84 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$3,301.87 
PPT Putnam Premier Income Trust
+0.3%
+$121.7 
BMY Bristol-Myers Squibb Company
+0.3%
+$1,067.94 
EFG iShares MSCI EAFE Growth ETF
+0.29%
+$121,558.15 
HUBB Hubbell Inc.
+0.23%
+$2,651.87 
NSC Norfolk Southern Corporation
+0.22%
+$1,652.17 
JEPI JPMorgan Equity Premium Income Fund
+0.22%
+$37,075.37 
SEIC SEI Investments Company
+0.21%
+$572 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$2,284.29 
ADM Archer-Daniels-Midland Co
+0.15%
+$508.12 
JPIB JPMorgan International Bond ETF
+0.15%
+$1,509.83 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.15%
+$6,699.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$3,321.45 
NAT Nordic American Tankers Ltd.
+0.13%
+$500 
STWD Starwood Property Trust Inc.
+0.12%
+$492.13 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$16,824.08 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$382.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.11%
+$778.95 
MBB iShares MBS ETF
+0.11%
+$4,555.22 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.11%
+$32,103.65 
MCO Moody's Corporation
+0.1%
+$594 
TGT Target Corporation
+0.1%
+$487.36 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$1,026.61 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$5,012.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.06%
+$6,137.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$501.6 
TBLL Invesco Short Term Treasury ETF
+0.05%
+$2,665.9 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$122.43 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$88.5 
CACI Caci International Inc.
+0.03%
+$99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$72.94 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$766.33 
GLD SPDR Gold Shares
+0.02%
+$104.1 
XLV Health Care Select Sector SPDR Fund
+0.02%
+$47.67 
HTLF Heartland Financial USA Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
PANW Palo Alto Networks, Inc.
-6.98%
-$76,353.45 
PLTR Palantir Technologies Inc.
-6.06%
-$35,162.1 
PETS PetMed Express Inc.
-4.51%
-$3,300 
INTC Intel Corporation
-3.67%
-$42,395.5 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.62%
-$20,350.99 
ORCL Oracle Corporation
-3.41%
-$254,606.78 
AMAT Applied Materials, Inc.
-3.22%
-$59,144.67 
KLAC KLA Corporation
-2.83%
-$20,352.84 
ADBE Adobe Inc.
-2.53%
-$2,989.2 
DELL Dell Technologies Inc.
-2.51%
-$434,600.27 
AVGO Broadcom Inc.
-2.46%
-$449,202.03 
META Meta Platforms Inc Class A
-2.24%
-$24,373.88 
BXMX Nuveen S&P 500 Buy-Write Income Fund
-2.07%
-$16,887.64 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$15,333.5 
VGT Vanguard Information Technology ETF
-1.76%
-$17,509.6 
SOLV Solventum Corporation
-1.72%
-$4,587.38 
MSFT Microsoft Corp.
-1.67%
-$439,682.92 
VBK Vanguard Small-Cap Growth ETF
-1.61%
-$253,301.61 
CSCO Cisco Systems, Inc.
-1.55%
-$187,945.56 
GOOGL Alphabet Inc
-1.52%
-$401,888.41 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$13,836.87 
UNH UnitedHealth Group Incorporated
-1.43%
-$8,281.87 
ETN Eaton Corporation plc
-1.41%
-$3,634.48 
GOOG Alphabet Inc
-1.41%
-$76,462.38 
SCHW Charles Schwab Corporation
-1.35%
-$3,649.98 
IWF iShares Russell 1000 Growth ETF
-1.22%
-$3,448.14 
ESGE iShares ESG Aware MSCI EM ETF
-1.21%
-$4,925.34 
QCOM QUALCOMM Incorporated
-1.19%
-$4,913.89 
NULG Nuveen ESG Large-Cap Growth ETF
-1.13%
-$10,532.77 
VUG Vanguard Growth ETF
-1.12%
-$1.02M 
TSLA Tesla, Inc.
-1.11%
-$4,423.03 
IBM International Business Machines Corporation
-1.08%
-$5,946.14 
RWAY Runway Growth Finance Corp
-1.07%
-$6,210.4 
DE Deere & Company
-1.06%
-$13,673.57 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$4,882.26 
VOOG Vanguard S&P 500 Growth ETF
-1.01%
-$30,000.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$7,274.02 
IBIT iShares Bitcoin Trust
-0.97%
-$2,352.15 
VXF Vanguard Extended Market ETF
-0.95%
-$9,950.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.87%
-$161,513.43 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.85%
-$3,104.34 
DHR Danaher Corporation
-0.77%
-$4,072.64 
GILD Gilead Sciences Inc.
-0.7%
-$3,075.86 
IWM iShares Russell 2000 ETF
-0.69%
-$7,624.67 
ADX Adams Diversified Equity Fund, Inc.
-0.62%
-$39,439.36 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.5%
-$106,662.24 
AMZN Amazon.com Inc
-0.49%
-$60,876.28 
URI United Rentals, Inc.
-0.48%
-$6,324.55 
BXSL Blackstone Secured Lending Fund
-0.47%
-$10,238.1 
MDT Medtronic plc
-0.42%
-$23,603.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$7,548.39 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$42,710.64 
IWB iShares Russell 1000 ETF
-0.39%
-$3,701.82 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$36,285.06 
VOO Vanguard S&P 500 ETF
-0.39%
-$2,835.89 
BMI Badger Meter Inc.
-0.38%
-$630.5 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$1,608.8 
OEF iShares S&P 100 ETF
-0.36%
-$1,129.81 
IVV iShares Core S&P 500 ETF
-0.32%
-$22,624.73 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.26%
-$2,149.15 
BSX Boston Scientific Corporation
-0.25%
-$543.51 
ITM VanEck Intermediate Muni ETF
-0.22%
-$127,059.1 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$792.78 
ROP Roper Technologies Inc.
-0.19%
-$703 
NULV Nuveen ESG Large-Cap Value ETF
-0.17%
-$1,902.47 
USMV iShares MSCI USA Min Vol Factor ETF
-0.16%
-$681.12 
ABT Abbott Laboratories
-0.15%
-$827.67 
BG Bunge Global S.A.
-0.1%
-$367.74 
TTEK Tetra Tech, Inc.
-0.1%
-$179.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$2,616.81 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$4,512.86 
BNDX Vanguard Total International Bond ETF
-0.05%
-$660.15 
CAT Caterpillar Inc.
-0.05%
-$352.88 
NVDA NVIDIA Corporation
-0.05%
-$978.67 
DFAS Dimensional U.S. Small Cap ETF
-0.05%
-$423.28 
UNP Union Pacific Corporation
-0.04%
-$287.5 
MUB iShares National Muni Bond ETF
-0.03%
-$353.95 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$112 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$211.2 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 715/996 71% | Profit Factor 22.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.12M |
| Average Win $491,293.88 | Best Trade (Oct 15) $40.56M | Sharpe Ratio -12.46 |
| Average Loss -$54,728.03 | Worst Trade (Oct 15) -$2.5M | Z-Score 9.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $337,245.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 103,263 | $19.88M | $35.68M | - | $15.8M | 79.47% | +1.032% |
| ABBV AbbVie Inc. | 30,812 | $4.77M | $8.8M | - | $4.02M | 84.21% | +0.73% |
| ABT Abbott Laboratories | 5,371 | $591,185.8 | $561,408.61 | - | -$29,777.19 | -5.04% | -0.147% |
| ACN Accenture plc Class A | 1,278 | $442,967.64 | $290,329.65 | - | -$152,637.99 | -34.46% | +1.003% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,540 | $640,041.89 | $936,487.2 | - | $296,445.31 | 46.32% | +0.054% |
| ADBE Adobe Inc. | 470 | $278,886.19 | $115,295.7 | - | -$163,590.49 | -58.66% | -2.527% |
| ADC Agree Realty Corporation | 19,150 | $1.1M | $1.28M | - | $181,042.3 | 16.46% | +0.473% |
| ADI Analog Devices, Inc. | 1,647 | $327,858.68 | $668,632.59 | - | $340,773.91 | 103.94% | +0.5% |
| ADM Archer-Daniels-Midland Co | 4,065 | $293,574.06 | $337,618.57 | - | $44,044.51 | 15% | +0.151% |
| ADP Automatic Data Processing Inc. | 966 | $240,575.33 | $276,981.18 | - | $36,405.85 | 15.13% | +0.378% |
| ADX Adams Diversified Equity Fund, Inc. | 246,496 | $4.4M | $6.32M | - | $1.92M | 43.51% | -0.62% |
| AEP American Electric Power Company, Inc. | 2,770 | $225,496.35 | $350,626.6 | - | $125,130.25 | 55.49% | +1.842% |
| AFL Aflac Inc. | 3,262 | $269,115.49 | $389,939.48 | - | $120,823.99 | 44.9% | +1.262% |
| AIZ Assurant Inc. | 2,716 | $451,535.24 | $773,869.88 | - | $322,334.64 | 71.39% | +1.086% |
| AMAT Applied Materials, Inc. | 4,275 | $696,867.87 | $1.78M | - | $1.08M | 155.31% | -3.217% |
| AMGN Amgen Inc. | 26,932 | $7.76M | $11.76M | - | $4M | 51.59% | +0.597% |
| AMP Ameriprise Financial, Inc. | 561 | $213,084.55 | $283,607.95 | - | $70,523.4 | 33.1% | +0.589% |
| AMZN Amazon.com Inc | 48,897 | $7.43M | $12.4M | - | $4.97M | 66.85% | -0.489% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 13,433 | $127,711.12 | $542,357.37 | - | $414,646.25 | 324.68% | -3.617% |
| AVGO Broadcom Inc. | 52,972 | $5.91M | $17.79M | - | $11.88M | 200.87% | -2.463% |
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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 - $4.61M, VanEck Intermediate Muni ETF - $4.32M, and JPMorgan Equity Premium Income Fund - $3.88M. 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 $61.01M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $4.88M, VanEck Intermediate Muni ETF - $4.32M, Vanguard Value ETF - $4.2M, JPMorgan Equity Premium Income Fund - $3.68M, and Franklin Income Equity Focus ETF - $2M. 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.
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