Katie Christensen Portfolio
Invests via iSAM Funds UKK) Ltd | Managed by Katie Christensen
Invests via iSAM Funds UKK) Ltd
Managed by Katie Christensen
Automatically Tracked
Katie Christensen Profile
Katie Christensen has established herself as a dynamic force in the world of entrepreneurship and investment. With a robust background in technology commercialization, she excels at transforming innovative ideas into market-ready products. Her keen insight into emerging trends allows her to identify high-potential ventures across diverse sectors. In addition to her startup activities, she actively engages with early-stage companies, providing strategic guidance that fosters growth and innovation. Christensen’s ability to blend technical knowledge with business acumen positions her as a valuable resource for entrepreneurs seeking to navigate the complexities of launching successful enterprises.
Katie Christensen has established herself as a dynamic force in the world of entrepreneurship and investment. With a robust background in technology commercialization, she excels at transforming innovative ideas into market-ready products. Her keen insight into emerging trends allows her to identify high-potential ventures across diverse sectors. In addition to her startup activities, she actively engages with early-stage companies, providing strategic guidance that fosters growth and innovation. Christensen’s ability to blend technical knowledge with business acumen positions her as a valuable resource for entrepreneurs seeking to navigate the complexities of launching successful enterprises.
Investment Philosophy & Strategy
An astute eye for transformational opportunities drives Katie Christensen's investment strategies. Leveraging her deep expertise in technology commercialization, she focuses on identifying and nurturing early-stage companies poised for rapid growth. With an entrepreneurial mindset, strategic insight plays a key role in her approach to capital deployment, ensuring that each venture is equipped to achieve market success. By combining innovative thinking with practical business solutions, she fosters environments where disruptive ideas can flourish. Her proactive engagement within the startup ecosystem empowers founders to leverage cutting-edge developments and capitalize on shifting market dynamics.
An astute eye for transformational opportunities drives Katie Christensen's investment strategies. Leveraging her deep expertise in technology commercialization, she focuses on identifying and nurturing early-stage companies poised for rapid growth. With an entrepreneurial mindset, strategic insight plays a key role in her approach to capital deployment, ensuring that each venture is equipped to achieve market success. By combining innovative thinking with practical business solutions, she fosters environments where disruptive ideas can flourish. Her proactive engagement within the startup ecosystem empowers founders to leverage cutting-edge developments and capitalize on shifting market 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:
18.53%
Gain -0.26%
Monthly
0.53%
Yearly
6.56%
Drawdown
18.15%
$218.66M
Equity
Holdings
$218.66M
Investment
$200.63M
$45.4M
Profit -$762,132.81
Realized
$27.36M
Unrealized
$18.03M
Dividends
$13.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$762,132.81
Win %
66%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.13M
Win %
66%
This Month
Compared to last month
Gain
0.97%
Profit
$2.09M
Win %
66%
This Year
Compared to last year
Gain
7.88%
Profit
$15.79M
Win %
69%
EMBC Embecta Corp.
+4.46%
+$1,636.47 
BF-B Brown-Forman Corporation
+3.79%
+$13,482.03 
CXM Sprinklr Inc.
+2.83%
+$4,167.24 
ELV Elevance Health, Inc.
+2.6%
+$26,166.27 
DLB Dolby Laboratories Inc.
+2.51%
+$13,415.61 
CART Maplebear Inc.
+2.36%
+$6,137.64 
LYB LyondellBasell Industries N.V.
+2.25%
+$12,138.91 
HXL Hexcel Corporation
+2.19%
+$7,798.7 
ISRG Intuitive Surgical, Inc.
+2.13%
+$3,957.68 
EBAY eBay Inc.
+1.81%
+$6,297.07 
MTZ MasTec, Inc. Common Stock
+1.8%
+$7,915.07 
MKC McCormick & Company, Incorporated
+1.75%
+$12,740.59 
NOW ServiceNow, Inc.
+1.68%
+$3,790.43 
EFX Equifax Inc.
+1.61%
+$4,719 
JBL Jabil Inc.
+1.61%
+$5,797.97 
NRG NRG Energy, Inc.
+1.6%
+$3,264.39 
VLO Valero Energy Corporation
+1.56%
+$10,833.71 
DOW Dow Inc.
+1.55%
+$6,735.99 
PAYC Paycom Software, Inc.
+1.51%
+$6,670.72 
TMUS T-Mobile US, Inc.
+1.51%
+$9,668.63 
PBH Prestige Consumer Healthcare Inc.
+1.49%
+$4,555.68 
CRM Salesforce Inc
+1.49%
+$3,695.7 
QTWO Q2 Holdings Inc.
+1.48%
+$3,750.3 
ICE Intercontinental Exchange, Inc.
+1.28%
+$11,742.47 
EL The Estée Lauder Companies Inc. Class A
+1.27%
+$5,690.88 
PSX Phillips 66
+1.25%
+$3,524.01 
VST Vistra Corp
+1.25%
+$3,718.98 
COP ConocoPhillips
+1.2%
+$23,457.24 
PCTY Paylocity Holding Corporation
+1.2%
+$4,677.98 
CVX Chevron Corporation
+1.14%
+$8,697.99 
KNTK Kinetik Holdings Inc.
+1.11%
+$3,203.2 
BG Bunge Global S.A.
+1.09%
+$7,938.31 
PR Permian Resources Corporation
+1.06%
+$2,099.05 
AIN Albany International Corp.
+0.91%
+$3,312.28 
WEN The Wendy's Company
+0.9%
+$852.67 
RRR Red Rock Resorts Inc.
+0.9%
+$3,765.94 
STZ Constellation Brands, Inc.
+0.88%
+$3,857.46 
ROST Ross Stores, Inc.
+0.79%
+$4,297.55 
SAM The Boston Beer Company Inc.
+0.76%
+$2,415.36 
HAL Halliburton Company
+0.74%
+$15,459.34 
OXY Occidental Petroleum Corporation
+0.74%
+$7,286.76 
SIGI Selective Insurance Group Inc.
+0.73%
+$8,264.9 
TXNM TxnM Energy Inc.
+0.67%
+$7,067.44 
FIS Fidelity National Information Services, Inc.
+0.66%
+$4,758.6 
MA Mastercard Incorporated
+0.63%
+$8,898.2 
TRMB Trimble Inc.
+0.63%
+$1,486.98 
BSY Bentley Systems, Incorporated Class B
+0.62%
+$1,473 
THG Hanover Insurance Group, Inc.
+0.59%
+$4,421.25 
VNOM Viper Energy Inc. Class A Common Stock
+0.59%
+$1,675.18 
TXN Texas Instruments Inc
+0.56%
+$5,717.68 
RTX RTX Corporation
+0.51%
+$2,168.01 
HLT Hilton Worldwide Holdings Inc.
+0.47%
+$7,389.89 
HNI HNI Corporation
+0.46%
+$1,487.13 
TMHC Taylor Morrison Home Corporation
+0.44%
+$6,317.01 
CASY Casey's General Stores Inc.
+0.42%
+$2,708.24 
PAYX Paychex Inc.
+0.42%
+$7,196.16 
SJM The J.M. Smucker Company
+0.42%
+$2,034.62 
META Meta Platforms Inc Class A
+0.41%
+$2,038.35 
CMCSA Comcast Corp
+0.4%
+$1,167.36 
JKHY Jack Henry & Associates, Inc.
+0.38%
+$1,396.1 
FTNT Fortinet Inc.
+0.33%
+$2,332.26 
APD Air Products and Chemicals, Inc.
+0.27%
+$4,231.44 
ACGL Arch Capital Group Ltd
+0.26%
+$2,869.1 
TEL TE Connectivity plc
+0.25%
+$1,351.5 
PCG PG&E Corporation
+0.23%
+$914.92 
HFWA Heritage Financial Corporation
+0.2%
+$563.16 
MAR Marriott International Inc. - Class A
+0.18%
+$2,925.7 
LULU lululemon athletica inc.
+0.17%
+$496.6 
BSX Boston Scientific Corporation
+0.14%
+$282.18 
AFG American Financial Group Inc.
+0.13%
+$1,267.3 
HSY The Hershey Company
+0.12%
+$747.6 
L Loews Corporation
+0.11%
+$417.56 
FANG Diamondback Energy Inc
+0.11%
+$1,293.6 
GWRE GUIDEWIRE SOFTWARE INC
+0.08%
+$202.2 
CRC California Resources Corp
+0.08%
+$139.84 
INDB Independent Bank Corp.
+0.07%
+$437.94 
INGR Ingredion Inc.
+0.04%
+$384.98 
NJR New Jersey Resources Corporation
+0.04%
+$329.32 
AGO Assured Guaranty Ltd.
+0.04%
+$95.58 
CHDN Churchill Downs Incorporated
+0.03%
+$142.45 
CB Chubb Limited
+0.03%
+$317.34 
IOSP Innospec Inc.
+0.01%
+$39.22 
AJG Arthur J. Gallagher & Co.
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
TREX Trex Company, Inc.
-4.87%
-$19,945.2 
XRAY Dentsply Sirona Inc.
-4.16%
-$12,590.37 
RVTY Revvity Inc.
-3.27%
-$18,741.6 
CPRI Capri Holdings Ltd.
-3.24%
-$8,337.43 
TFC Truist Financial Corporation
-3.14%
-$107,736.75 
SAH Sonic Automotive Inc.
-3.1%
-$14,472.29 
DHI D.R. Horton, Inc.
-3.01%
-$42,597 
AGCO AGCO Corporation
-2.94%
-$13,997.31 
TKR Timken Co.
-2.94%
-$58,179.24 
CNS Cohen & Steers Inc.
-2.92%
-$9,437.87 
GFF Griffon Corporation
-2.7%
-$9,865.18 
BIIB Biogen Inc.
-2.68%
-$16,096.35 
DECK Deckers Outdoor Corporation
-2.68%
-$6,740.25 
EPC Edgewell Personal Care Co.
-2.44%
-$8,780.48 
TOL Toll Brothers Inc
-2.4%
-$18,570.55 
ASTE Astec Industries Inc.
-2.4%
-$6,650.16 
MLM Martin Marietta Materials, Inc.
-2.36%
-$14,868 
DE Deere & Company
-2.35%
-$36,239.46 
DRI Darden Restaurants, Inc.
-2.32%
-$25,668.48 
OC Owens Corning
-2.25%
-$10,238.4 
SLGN Silgan Holdings Inc.
-2.2%
-$8,676.72 
MRK Merck & Co., Inc.
-2.18%
-$13,491.34 
NUE Nucor Corporation
-2.13%
-$47,308.4 
FUL H.B. Fuller Co.
-2.05%
-$3,821.22 
NFLX Netflix, Inc.
-2.05%
-$4,404.9 
FDX FedEx Corporation
-1.93%
-$30,127.57 
IEX IDEX Corporation
-1.93%
-$31,347.82 
GWW W.W. Grainger, Inc.
-1.91%
-$25,526.41 
NBHC National Bank Holdings Corporation
-1.88%
-$8,021.12 
CRGY Crescent Energy Inc.
-1.86%
-$2,239.4 
CAT Caterpillar Inc.
-1.84%
-$7,581.61 
ITW Illinois Tool Works Inc.
-1.83%
-$29,170.83 
NDSN Nordson Corporation
-1.78%
-$6,383.89 
FAF First American Financial Corporation
-1.73%
-$12,705.84 
WTS Watts Water Technologies Inc.
-1.72%
-$12,270.48 
BC Brunswick Corporation
-1.72%
-$5,226.06 
BKU BankUnited, Inc.
-1.7%
-$4,869.61 
HD The Home Depot, Inc.
-1.68%
-$4,742.4 
FAST Fastenal Co.
-1.67%
-$5,509.24 
ANDE The Andersons, Inc.
-1.63%
-$6,148.14 
ECL Ecolab Inc.
-1.62%
-$17,238.65 
SNX TD Synnex Corporation
-1.58%
-$5,982.72 
DTE DTE Energy Company
-1.55%
-$13,242.15 
LKQ LKQ Corporation
-1.54%
-$3,588 
FHN First Horizon Corporation
-1.53%
-$19,401.22 
WAL Western Alliance Bancorporation
-1.53%
-$10,384.92 
SFNC Simmons First National Corporation
-1.5%
-$15,821.7 
HTO SJW Group
-1.5%
-$5,475.26 
WMT Walmart Inc.
-1.47%
-$4,253.76 
HMN Horace Mann Educators Corp.
-1.46%
-$6,242.39 
PNC The PNC Financial Services Group, Inc.
-1.44%
-$17,151.68 
J Jacobs Solutions Inc.
-1.43%
-$8,352.84 
AAPL Apple Inc.
-1.42%
-$5,417.81 
ALGN Align Technology, Inc.
-1.41%
-$4,409.79 
JNJ Johnson & Johnson
-1.4%
-$36,489.54 
SBCF Seacoast Banking Corporation of Florida
-1.39%
-$6,282.96 
GRMN Garmin Ltd.
-1.38%
-$3,371.2 
VVV Valvoline Inc.
-1.38%
-$3,365.45 
F Ford Motor Company
-1.37%
-$21,798.27 
SMPL Simply Good Foods Co.
-1.35%
-$4,285.65 
AUB Atlantic Union Bankshares Corporation
-1.34%
-$13,327.74 
INVA Innoviva Inc.
-1.34%
-$2,993.67 
ODFL Old Dominion Freight Line, Inc.
-1.31%
-$11,903.33 
WLY John Wiley & Sons Inc.
-1.3%
-$4,664.98 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.3%
-$23,206.12 
AME Ametek Inc.
-1.29%
-$31,071.47 
LNC Lincoln National Corporation
-1.28%
-$6,579.36 
BEN Franklin Resources Inc.
-1.26%
-$5,862.18 
FTV Fortive Corporation
-1.25%
-$4,304.35 
SDGR Schrödinger, Inc.
-1.25%
-$2,067.32 
ACIW ACI Worldwide, Inc.
-1.24%
-$3,806.64 
HOPE Hope Bancorp Inc.
-1.24%
-$4,495.14 
ONB Old National Bancorp
-1.23%
-$4,186.38 
ASB Associated Banc-Corp
-1.23%
-$3,985.14 
BAC Bank of America Corporation
-1.21%
-$43,605.24 
CATY Cathay General Bancorp
-1.2%
-$10,209.86 
MRTN Marten Transport, Ltd.
-1.19%
-$2,704.59 
NI NiSource Inc.
-1.17%
-$21,820.32 
SNA Snap-on Inc.
-1.17%
-$6,065.41 
BCC Boise Cascade Company
-1.17%
-$5,502.6 
SNPS Synopsys, Inc.
-1.16%
-$3,026.19 
DXC Dxc Technology Co.
-1.16%
-$1,689.71 
MCK McKesson Corporation
-1.16%
-$8,279.01 
PEG Public Service Enterprise Group Incorporated
-1.15%
-$22,619.57 
PNW Pinnacle West Capital Corporation
-1.15%
-$26,992.32 
ED Consolidated Edison, Inc.
-1.13%
-$12,950.19 
KEY KeyCorp
-1.12%
-$12,953.2 
FULT Fulton Financial Corporation
-1.11%
-$9,076.92 
PFE Pfizer Inc.
-1.1%
-$8,356.12 
ROK Rockwell Automation, Inc.
-1.08%
-$10,079.54 
LNT Alliant Energy Corporation
-1.07%
-$29,719.2 
IART Integra LifeSciences Holdings Corporation
-1.04%
-$2,039.4 
RBA Rb Global Inc.
-1.04%
-$4,354.64 
NTRS Northern Trust Corporation
-1.02%
-$5,490.45 
AXP American Express Company
-1.01%
-$10,041.26 
LEA Lear Corporation
-1.01%
-$4,297.15 
HTH Hilltop Holdings Inc.
-1.01%
-$4,800.12 
PPL PPL Corporation
-1%
-$30,676.68 
IDA Idacorp Inc.
-1%
-$12,104.24 
CNO CNO Financial Group Inc.
-0.99%
-$10,916.41 
HBAN Huntington Bancshares Incorporated
-0.99%
-$6,659.64 
PH Parker-Hannifin Corporation
-0.98%
-$33,384.31 
BGC BGC Group, Inc.
-0.97%
-$1,120.13 
RDN Radian Group Inc.
-0.96%
-$3,262.3 
AON Aon plc
-0.96%
-$6,431.64 
NWN Northwest Natural Holding Company
-0.96%
-$2,929.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.96%
-$3,487.49 
D Dominion Energy, Inc.
-0.94%
-$10,347.5 
EXPE Expedia Group, Inc.
-0.92%
-$4,007.66 
UMBF UMB Financial Corporation
-0.92%
-$6,539.39 
CTSH Cognizant Technology Solutions Corporation
-0.92%
-$1,556.36 
EXE Expand Energy Corporation
-0.91%
-$1,847.2 
TMO Thermo Fisher Scientific Inc.
-0.89%
-$21,277.11 
HLNE Hamilton Lane Inc.
-0.89%
-$1,625.64 
AIG American International Group Inc.
-0.88%
-$14,317.15 
BALL Ball Corp.
-0.88%
-$3,913.8 
EQT EQT Corporation
-0.87%
-$3,872.15 
GS The Goldman Sachs Group, Inc.
-0.87%
-$11,617.96 
JPM JPMorgan Chase & Co.
-0.86%
-$10,224.73 
ADBE Adobe Inc.
-0.86%
-$7,789.11 
CAH Cardinal Health Inc.
-0.85%
-$2,130.12 
SWX Southwest Gas Holdings Inc.
-0.85%
-$4,836.78 
VLTO Veralto Corporation
-0.84%
-$3,761.98 
BKR Baker Hughes Company
-0.84%
-$6,047.02 
EWBC East West Bancorp Inc.
-0.82%
-$7,781.1 
HUBB Hubbell Inc.
-0.82%
-$6,552.7 
WEC WEC Energy Group Inc.
-0.82%
-$10,232.79 
WLK Westlake Corporation
-0.81%
-$1,786.05 
DXCM DexCom, Inc.
-0.81%
-$2,928.88 
PB Prosperity Bancshares Inc.
-0.8%
-$4,496.39 
GMED Globus Medical Inc.
-0.78%
-$1,552.2 
ARW Arrow Electronics Inc.
-0.77%
-$3,534.57 
TDG TransDigm Group Inc.
-0.77%
-$3,676.04 
NMIH NMI Holdings Inc.
-0.77%
-$2,907.63 
RBC RBC Bearings Incorporated
-0.75%
-$2,424.8 
IBOC International Bancshares Corporation
-0.75%
-$5,487.23 
AEP American Electric Power Company, Inc.
-0.75%
-$2,193.84 
AIT Applied Industrial Technologies Inc.
-0.75%
-$7,953.12 
EXC Exelon Corporation
-0.75%
-$3,540.39 
MSM MSC Industrial Direct Co., Inc.
-0.74%
-$4,194.28 
UFPI UFP Industries, Inc.
-0.73%
-$1,684.37 
RSG Republic Services, Inc.
-0.72%
-$2,113.37 
TPR Tapestry Inc.
-0.7%
-$2,978.94 
COF Capital One Financial Corporation
-0.66%
-$12,577.31 
CNP CenterPoint Energy Inc.
-0.66%
-$2,039.74 
ESNT Essent Group Ltd.
-0.63%
-$2,086.56 
AOS A. O. Smith Corporation
-0.63%
-$2,268.1 
COST Costco Wholesale Corporation
-0.63%
-$1,882.1 
ABNB Airbnb, Inc.
-0.62%
-$11,073.79 
IQV IQVIA Holdings Inc.
-0.62%
-$1,577.97 
MSI Motorola Solutions, Inc.
-0.62%
-$2,511.36 
WTFC Wintrust Financial Corporation
-0.61%
-$5,629.01 
GDYN Grid Dynamics Holdings, Inc.
-0.6%
-$952.32 
HLI Houlihan Lokey Inc.
-0.59%
-$1,564.54 
CRWD CrowdStrike Holdings, Inc.
-0.59%
-$6,326.41 
AMGN Amgen Inc.
-0.58%
-$2,284.21 
TT Trane Technologies plc
-0.57%
-$7,490.63 
EW Edwards Lifesciences Corporation
-0.56%
-$2,628.96 
JBHT J.B. Hunt Transport Services, Inc.
-0.55%
-$6,420.72 
A Agilent Technologies Inc.
-0.53%
-$1,394.51 
MORN Morningstar, Inc.
-0.52%
-$1,245.12 
SO The Southern Company
-0.51%
-$12,170.13 
STRA Strategic Education Inc.
-0.5%
-$1,537.48 
FOXA Fox Corporation
-0.46%
-$1,838.57 
CHD Church & Dwight Co., Inc.
-0.45%
-$8,726.52 
SPGI S&P Global Inc.
-0.43%
-$1,760.64 
NAVI Navient Corporation
-0.41%
-$353.19 
AMAT Applied Materials, Inc.
-0.4%
-$5,642.62 
MTB M&T Bank Corporation
-0.39%
-$3,509.38 
ARMK Aramark
-0.39%
-$1,391.72 
CPRT Copart Inc.
-0.38%
-$4,288.83 
ADM Archer-Daniels-Midland Co
-0.37%
-$3,743.04 
AIZ Assurant Inc.
-0.36%
-$4,596.99 
HRB H&R Block Inc.
-0.36%
-$1,484.25 
GL Globe Life Inc.
-0.34%
-$4,037.67 
WMG Warner Music Group Corp.
-0.34%
-$820.5 
BRO Brown & Brown Inc.
-0.33%
-$3,340.98 
MSCI MSCI Inc.
-0.33%
-$1,397.24 
UNM Unum Group
-0.31%
-$4,065.92 
YUM Yum! Brands, Inc.
-0.31%
-$891.48 
STT State Street Corp
-0.27%
-$4,321 
ADI Analog Devices, Inc.
-0.26%
-$9,714.77 
GM General Motors Company
-0.25%
-$1,972.2 
MSA Msa Safety Inc.
-0.25%
-$823.62 
ALLY Ally Financial Inc.
-0.24%
-$780.56 
MMM 3M Company
-0.23%
-$2,414.62 
HCA HCA Healthcare Inc.
-0.23%
-$2,289.02 
BMRN Biomarin Pharmaceutical Inc.
-0.22%
-$881.01 
ALRM Alarm.com Holdings Inc.
-0.22%
-$554.41 
DAL Delta Air Lines, Inc.
-0.2%
-$1,860.82 
BCPC Balchem Corporation
-0.18%
-$484.52 
LHX L3Harris Technologies, Inc.
-0.18%
-$1,274.16 
VZ Verizon Communications Inc.
-0.17%
-$375 
SYK Stryker Corporation
-0.16%
-$3,955.12 
SF Stifel Financial Corp.
-0.16%
-$592.08 
COO The Cooper Companies, Inc.
-0.15%
-$1,317.12 
WTW Willis Towers Watson Public Limited Company
-0.14%
-$318.8 
GLW Corning Incorporated
-0.11%
-$300.22 
LSTR Landstar System Inc.
-0.11%
-$319.7 
NWSA News Corporation
-0.11%
-$1,241.67 
LMT Lockheed Martin Corporation
-0.09%
-$1,642.53 
NEM Newmont Corporation
-0.09%
-$799.2 
BR Broadridge Financial Solutions, Inc.
-0.09%
-$637 
XEL Xcel Energy Inc.
-0.08%
-$1,564.62 
BNY BlackRock New York Municipal Income Trust
-0.02%
-$879.81 
POR Portland General Electric Company
-0.02%
-$79.31 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3760 | Longs Won 1119/3760 29% | Profit Factor 2.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $71,726.29 |
| Average Win $68,406.6 | Best Trade (Mar 31) $1.2M | Sharpe Ratio -11.36 |
| Average Loss -$11,794.27 | Worst Trade (Sep 30) -$569,518.56 | Z-Score -14.73 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 5d | Expectancy $12,074.02 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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FAQ
Which stocks have generated the highest profits for Katie Christensen?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $1.41M, Citigroup Inc - $1.18M, American Electric Power Company, Inc - $1.08M, D.R. Horton, Inc - $1.03M, and AbbVie Inc - $843,503.74. 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: United Rentals, Inc - $644,942.33, PulteGroup Inc - $570,699.36, FactSet Research Systems Inc - $543,694.51, Mohawk Industries, Inc - $453,319.36, and Linde plc - $391,656.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katie Christensen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.49M earned over time. The largest contributors to dividend income include American Electric Power Company, Inc - $161,765.52, KeyCorp - $152,617.4, Pinnacle West Capital Corporation - $143,986.74, Duke Energy Corporation - $122,973.56, and Johnson & Johnson - $120,040.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katie Christensen's monthly returns?
Katie Christensen'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 Katie Christensen's strategy be considered aggressive or moderate?
Katie Christensen'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 Katie Christensen's strategy?
Katie Christensen'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.
