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:
44.91%
Gain -0.45%
Monthly
0.74%
Yearly
9.3%
Drawdown
19.98%
$144.56M
Equity
Holdings
$144.56M
Investment
$138.03M
$67.87M
Profit -$755,307.09
Realized
$61.34M
Unrealized
$6.52M
Dividends
$14.23M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$755,307.09
Win %
61%
This Week
Compared To Last Week
Gain
1.45%
Profit
$2.06M
Win %
61%
This Month
Compared to last month
Gain
6.2%
Profit
$8.44M
Win %
61%
This Year
Compared to last year
Gain
2.21%
Profit
$3.12M
Win %
61%
SLB SLB N.V.
+7.49%
+$22,631 
CHRD Chord Energy Corporation
+5.28%
+$22,232 
DVN Devon Energy Corporation
+4.82%
+$87,216 
FANG Diamondback Energy Inc.
+4.81%
+$91,950.18 
CRGY Crescent Energy Company
+4.58%
+$12,871 
MGY Magnolia Oil & Gas Corporation Class A Common Stock
+4.51%
+$10,584.9 
EOG EOG Resources, Inc.
+4.14%
+$91,559.86 
KNTK Kinetik Holdings Inc.
+4.05%
+$13,952 
HPE Hewlett Packard Enterprise Company
+4.02%
+$24,753 
TALO Talos Energy Inc.
+3.94%
+$7,436.5 
UCBI United Community Banks, Inc.
+3.85%
+$16,560 
RRC Range Resources Corporation
+3.84%
+$11,289.5 
OXY Occidental Petroleum Corp.
+3.74%
+$26,676 
AR Antero Resources Corporation
+3.61%
+$13,817.99 
OKE ONEOK, Inc.
+3.11%
+$13,724 
FTNT Fortinet, Inc.
+2.86%
+$8,415 
KMI Kinder Morgan Inc.
+2.77%
+$23,749 
SNPS Synopsys Inc.
+2.59%
+$7,432.39 
STLD Steel Dynamics, Inc.
+2.33%
+$7,812.01 
TXN Texas Instruments Inc.
+2.04%
+$13,686 
ANET Arista Networks Inc.
+1.87%
+$10,239.98 
ORCL Oracle Corporation
+1.79%
+$3,825 
AMAT Applied Materials Inc.
+1.76%
+$3,978 
STX Seagate Technology Holdings plc
+1.61%
+$2,486.4 
ASB Associated Banc-Corp
+1.56%
+$8,044.5 
FULT Fulton Financial Corporation
+1.41%
+$11,088 
NUE Nucor Corporation
+1.41%
+$7,623 
QCOM QUALCOMM Incorporated
+1.4%
+$6,292 
DTM DT Midstream, Inc.
+1.36%
+$2,856 
KEX Kirby Corporation
+1.3%
+$6,649.5 
HUBB Hubbell Inc.
+1.08%
+$2,511.6 
FFBC First Financial Bancorp.
+0.95%
+$2,883 
NTRS Northern Trust Corporation
+0.95%
+$3,779.98 
WKC World Kinect Corporation
+0.94%
+$2,139 
ONB Old National Bancorp
+0.91%
+$8,441 
CRUS Cirrus Logic Inc.
+0.81%
+$1,335 
WTFC Wintrust Financial Corporation
+0.78%
+$5,920.59 
UBSI United Bankshares Inc.
+0.76%
+$4,847 
FTV Fortive Corporation
+0.71%
+$2,975.01 
ABCB Ameris Bancorp
+0.64%
+$3,445 
GEN Gen Digital Inc.
+0.64%
+$2,176 
BSY Bentley Systems, Incorporated Class B Common Stock
+0.63%
+$2,975 
DOV Dover Corporation
+0.62%
+$6,049.95 
SSB SouthState Bank Corporation Common Stock
+0.58%
+$5,917 
ABT Abbott Laboratories
+0.55%
+$8,288 
UGI UGI Corporation
+0.52%
+$1,420 
TKR The Timken Company
+0.5%
+$1,689.5 
FAF First American Financial Corporation
+0.5%
+$975 
IEX IDEX Corporation
+0.49%
+$1,232 
PWR Quanta Services, Inc.
+0.46%
+$2,662.4 
BANR Banner Corporation
+0.4%
+$896.01 
RNST Renasant Corp.
+0.37%
+$1,875.5 
ZION Zions Bancorporation, National Association
+0.36%
+$3,432 
HOPE Hope Bancorp, Inc.
+0.36%
+$1,045 
TROW T. Rowe Price Group Inc.
+0.32%
+$838 
MSI Motorola Solutions, Inc.
+0.31%
+$823.2 
NDAQ Nasdaq, Inc. Common Stock
+0.29%
+$1,654.4 
CFG Citizens Financial Group Inc.
+0.24%
+$6,479 
AYI Acuity Inc.
+0.23%
+$463.99 
NDSN Nordson Corporation
+0.22%
+$1,902.83 
VLO Valero Energy Corporation
+0.22%
+$2,418 
CATY Cathay General Bancorp
+0.19%
+$1,716 
UHS Universal Health Services Inc. Class B Common Stock
+0.19%
+$770 
PFS Provident Financial Services, Inc. Common Stock
+0.11%
+$375 
MTCH Match Group Inc.
+0.1%
+$414 
PB Prosperity Bancshares, Inc.
+0.07%
+$670 
GILD Gilead Sciences Inc.
+0.05%
+$1,280 
NVT nVent Electric plc
+0.02%
+$28 G200
G2004J103
0%
$0 NE
NE
0%
$0 
T AT&T Inc.
-5.7%
-$28,231 
AAL American Airlines Group Inc.
-4.92%
-$7,440 
WH Wyndham Hotels & Resorts Inc.
-4.78%
-$8,975 
DECK Deckers Outdoor Corporation
-4.14%
-$10,237 
SAH Sonic Automotive Inc. Class A Common Stock
-4.05%
-$6,912 
CL Colgate-Palmolive Co.
-3.61%
-$20,416 
NAVI Navient Corporation
-3.61%
-$4,288 
DAL Delta Air Lines, Inc.
-3.44%
-$22,113 
CNO CNO Financial Group, Inc.
-3.43%
-$10,477.5 
KMX CarMax Inc.
-3.35%
-$7,455 
FHB First Hawaiian, Inc.
-3.29%
-$34,314 
MHK Mohawk Industries Inc.
-3.29%
-$11,421 
HWM Howmet Aerospace Inc.
-3.2%
-$18,570 
CR Crane Company
-3.17%
-$6,589 
ORI Old Republic International Corp.
-3.12%
-$6,125.01 
CHD Church & Dwight Co., Inc.
-3.11%
-$32,205 
MET MetLife, Inc.
-3.07%
-$17,808 
WSM Williams-Sonoma, Inc.
-2.98%
-$16,295.98 
WRB W. R. Berkley Corporation
-2.95%
-$32,335 
PRI Primerica Inc.
-2.78%
-$8,268 
SJM The J. M. Smucker Company
-2.72%
-$7,975 
CTVA Corteva Inc.
-2.68%
-$7,314 
VRSK Verisk Analytics, Inc.
-2.68%
-$8,720 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.58%
-$47,180 
VVV Valvoline Inc.
-2.54%
-$8,415 
INTU Intuit Inc.
-2.52%
-$8,234 
EFX Equifax Inc.
-2.51%
-$7,504 
CMG Chipotle Mexican Grill, Inc.
-2.47%
-$9,938.5 
SHOO Steven Madden Ltd.
-2.41%
-$7,918 
BRO Brown & Brown Inc.
-2.39%
-$33,642 
KO The Coca-Cola Company
-2.38%
-$56,523 
GPK Graphic Packaging Holding Company
-2.38%
-$3,762.5 
BF-B Brown-Forman Corporation
-2.34%
-$5,499 
TREX Trex Company, Inc.
-2.33%
-$5,712 
DCH Dauch Corporation
-2.24%
-$1,270.5 
VRRM Verra Mobility Corp. Class A Common Stock
-2.23%
-$1,183 
GE General Electric Company
-2.23%
-$7,052.4 
XYZ Block Inc. Class A Common Stock
-2.22%
-$10,003.5 
LLY Eli Lilly and Company
-2.21%
-$11,560 
WYNN Wynn Resorts, Limited
-2.2%
-$5,115 
PPG PPG Industries, Inc.
-2.19%
-$4,215.99 
ULTA Ulta Beauty, Inc.
-2.12%
-$8,627.21 
PG The Procter & Gamble Company
-2.1%
-$42,453.45 
CAT Caterpillar Inc.
-2.07%
-$11,680 
LEA Lear Corporation
-1.98%
-$4,230 
LUV Southwest Airlines Co.
-1.94%
-$5,786.49 
MAS Masco Corporation
-1.94%
-$13,892.03 
ROL Rollins Inc.
-1.85%
-$5,567.5 
UBER Uber Technologies Inc.
-1.85%
-$5,760 
VTRS Viatris Inc.
-1.81%
-$4,589.5 
SHW The Sherwin-Williams Company
-1.81%
-$13,500 
HIG The Hartford Insurance Group, Inc.
-1.79%
-$48,305.81 
MA Mastercard Inc. Class A Common Stock
-1.76%
-$7,126.4 
VMC Vulcan Materials Co.
-1.75%
-$13,941.6 
KR The Kroger Co.
-1.73%
-$6,932.5 
HLT Hilton Worldwide Holdings Inc.
-1.73%
-$17,841.62 
WU The Western Union Company
-1.71%
-$1,926.75 
BURL Burlington Stores Inc.
-1.71%
-$3,448 
CAG Conagra Brands Inc.
-1.69%
-$8,797.5 
AFG American Financial Group Inc
-1.63%
-$9,250.04 
BMRN BioMarin Pharmaceutical Inc.
-1.62%
-$4,941 
CSX CSX Corporation
-1.58%
-$35,208 
BLK BlackRock, Inc.
-1.55%
-$6,344.99 
PH Parker-Hannifin Corporation
-1.49%
-$18,101.63 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.47%
-$16,323.63 
DPZ Domino's Pizza, Inc.
-1.45%
-$7,576.64 
AMG Affiliated Managers Group, Inc.
-1.43%
-$3,622.4 
BX Blackstone Inc.
-1.42%
-$2,873 
BR Broadridge Financial Solutions, Inc.
-1.41%
-$12,314 
AIZ Assurant Inc.
-1.37%
-$14,292 
MRSH Marsh & McLennan Companies, Inc.
-1.36%
-$23,848 
CRM Salesforce, Inc.
-1.36%
-$16,635.5 
PPL PPL Corporation
-1.33%
-$35,485 
JPM JPMorgan Chase & Co.
-1.32%
-$12,432.03 
COST Costco Wholesale Corp
-1.32%
-$13,956.82 
AWI Armstrong World Industries Inc.
-1.31%
-$2,925 
LOPE Grand Canyon Education Inc.
-1.3%
-$3,240.01 
EG Everest Group, Ltd.
-1.28%
-$8,995.6 
V Visa Inc. Class A
-1.25%
-$9,512.8 
AVY Avery Dennison Corporation
-1.24%
-$5,049 
ACGL Arch Capital Group Ltd.
-1.23%
-$7,590 
CPAY Corpay Inc.
-1.23%
-$4,292.41 
PBI Pitney Bowes Inc.
-1.23%
-$2,279 
TJX The TJX Companies, Inc.
-1.22%
-$7,920 
HOG Harley-Davidson, Inc.
-1.2%
-$3,500 
L Loews Corp.
-1.19%
-$6,075 
PFE Pfizer Inc.
-1.17%
-$24,601.5 
SEIC SEI Investments Company
-1.05%
-$8,140 
ON ON Semiconductor Corporation
-1.05%
-$2,079 
PEG Public Service Enterprise Group Inc.
-1.02%
-$13,186.5 
MSCI MSCI Inc.
-1%
-$4,202.39 
JKHY Jack Henry & Associates, Inc.
-0.98%
-$4,106.18 
CVS CVS Health Corporation Common Stock
-0.97%
-$3,312 
CXM Sprinklr Inc Class A
-0.97%
-$1,079 
IDXX IDEXX Laboratories, Inc.
-0.96%
-$3,049.21 
COF Capital One Financial Corp.
-0.96%
-$9,360 
MMM 3M Company
-0.96%
-$8,232 
KDP Keurig Dr Pepper Inc.
-0.95%
-$8,844 
KKR Korro Bio, Inc.
-0.92%
-$7,912 
NI NiSource Inc.
-0.92%
-$12,400 
SHC Sotera Health Company
-0.91%
-$3,547.5 
FE FirstEnergy Corp.
-0.9%
-$7,854 
SO The Southern Company
-0.89%
-$8,383 
MAR Marriott International, Inc. Class A Common Stock
-0.87%
-$8,995.97 
WABC Westamerica Bancorporation
-0.86%
-$3,268.38 
AEE Ameren Corporation
-0.86%
-$4,136 
SR Spire Inc.
-0.85%
-$2,044 
WAB Wabtec Corporation
-0.85%
-$3,995 
INCY Incyte Corp.
-0.85%
-$2,277 
TSN Tyson Foods, Inc. Class A Common Stock
-0.84%
-$1,776 
DCI Donaldson Company, Inc.
-0.84%
-$2,592 
UVV Universal Corp.
-0.83%
-$1,386 
CMC Commercial Metals Company
-0.8%
-$2,091 
DTE DTE Energy Company
-0.79%
-$6,090 
HSIC Henry Schein, Inc.
-0.79%
-$3,105 
CNM Core & Main Inc.
-0.78%
-$1,419 
DLB Dolby Laboratories Inc. Class A
-0.77%
-$1,911 
MMSI Merit Medical Systems, Inc.
-0.77%
-$2,304 
AMP Ameriprise Financial Inc.
-0.74%
-$6,346.8 
MDU MDU Resources Group Inc.
-0.72%
-$6,006 
SPGI S&P Global Inc.
-0.71%
-$3,628.81 
EW Edwards Lifesciences Corporation
-0.71%
-$7,743.95 
MCK McKesson Corporation
-0.7%
-$2,856.01 
FELE Franklin Electric Co., Inc.
-0.69%
-$1,639.92 
WFC Wells Fargo & Company
-0.68%
-$10,696 
AWK American Water Works Company, Inc.
-0.66%
-$3,854.04 
PAYX Paychex Inc.
-0.65%
-$4,312 
PYPL PayPal Holdings, Inc.
-0.62%
-$1,668.5 
WSO Watsco Inc.
-0.6%
-$1,332.81 
EMN Eastman Chemical Co.
-0.6%
-$2,184 
BRK-B Berkshire Hathaway Inc.
-0.59%
-$9,374.4 
EVRG Evergy Inc.
-0.58%
-$5,581.07 
CPRT Copart, Inc.
-0.57%
-$1,815 
EXPD Expeditors International of Washington Inc.
-0.56%
-$2,970 
CVBF CVB Financial Corp.
-0.54%
-$4,912.46 
WCC WESCO International, Inc.
-0.54%
-$1,252.8 
IOSP Innospec Inc.
-0.53%
-$1,560 
TOL Toll Brothers, Inc.
-0.52%
-$1,323 
IDA IDACORP Inc.
-0.52%
-$4,042.5 
USB U.S. Bancorp
-0.52%
-$2,480 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-0.51%
-$1,596 
ATO Atmos Energy Corporation
-0.51%
-$15,224 
TSLA Tesla, Inc.
-0.48%
-$1,288.8 
NWN Northwest Natural Holding Company
-0.43%
-$1,096.5 
BAC Bank of America Corporation
-0.38%
-$2,067 
BGC BGC Group, Inc. Class A Common Stock
-0.38%
-$499.5 
ELV Elevance Health, Inc.
-0.38%
-$2,083.2 
PNC The PNC Financial Services Group, Inc.
-0.37%
-$1,079 
NWSA News Corp. Class A Common Stock
-0.35%
-$2,435.42 
CARR Carrier Global Corp.
-0.35%
-$800 
CBSH Commerce Bancshares Inc.
-0.35%
-$2,020 
IBOC International Bancshares Corp.
-0.33%
-$2,430 
SCHL Scholastic Corp.
-0.33%
-$650.25 
HAFC Hanmi Financial Corporation
-0.31%
-$680 
OMC Omnicom Group Inc.
-0.3%
-$2,131.5 
ICE Intercontinental Exchange, Inc.
-0.29%
-$1,440 
GD General Dynamics Corp.
-0.28%
-$980.01 
APD Air Products and Chemicals Inc.
-0.26%
-$1,749 
LGIH LGI Homes, Inc.
-0.24%
-$346.5 
GNRC Generac Holdings Inc.
-0.22%
-$290.5 
TT Trane Technologies plc
-0.2%
-$2,281.58 
BBY Best Buy Co., Inc.
-0.2%
-$936 
NEE NextEra Energy Inc.
-0.18%
-$2,085 
TXNM TXNM Energy, Inc.
-0.11%
-$637.5 
DHI D.R. Horton, Inc.
-0.09%
-$1,430 
GNW Genworth Financial Inc.
-0.06%
-$108 
PNR Pentair plc
-0.04%
-$108 
WAFD WaFd, Inc.
-0.04%
-$64.2 
PTC PTC Inc.
-0.03%
-$180 
SWK Stanley Black & Decker Inc.
-0.02%
-$70 
LKFN Lakeland Financial Corp.
-0.02%
-$65 Events
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Dividends
Dividend Analysis
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| Trades 4001 | Longs Won 2075/4001 51% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $109,974.27 |
| Average Win $71,693.55 | Best Trade (Mar 30) $1.83M | Sharpe Ratio -8.2 |
| Average Loss -$42,002.22 | Worst Trade (Oct 23) -$1.53M | Z-Score -5.26 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 5d | Expectancy $16,962.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,436 | 3,093 | 2,749 | 2,405 | 2,062 | 1,718 | 1,375 | 1,031 | 687 | 344 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 12,000 | $216,840 | $143,760 | - | -$73,080 | -33.7% | -4.921% |
| ABCB Ameris Bancorp | 6,500 | $586,690 | $538,850 | - | -$47,840 | -8.15% | +0.643% |
| ABT Abbott Laboratories | 14,800 | $1.34M | $1.53M | - | $182,484 | 13.59% | +0.546% |
| ACGL Arch Capital Group Ltd. | 6,000 | $575,519.94 | $608,550 | - | $33,030.06 | 5.74% | -1.232% |
| AEE Ameren Corporation | 4,400 | $497,376 | $475,200 | - | -$22,176 | -4.46% | -0.863% |
| AFG American Financial Group Inc | 3,700 | $472,527.17 | $558,552 | - | $86,024.83 | 18.21% | -1.629% |
| AIZ Assurant Inc. | 3,600 | $867,059.87 | $1.03M | - | $158,508.13 | 18.28% | -1.374% |
| AMAT Applied Materials Inc. | 600 | $154,193.99 | $229,326 | - | $75,132.01 | 48.73% | +1.765% |
| AMG Affiliated Managers Group, Inc. | 640 | $216,576 | $249,516.8 | - | $32,940.8 | 15.21% | -1.431% |
| AMP Ameriprise Financial Inc. | 1,720 | $789,067 | $848,200.8 | - | $59,133.8 | 7.49% | -0.743% |
| ANET Arista Networks Inc. | 3,200 | $543,616 | $557,664 | - | $14,048 | 2.58% | +1.871% |
| APD Air Products and Chemicals Inc. | 2,200 | $639,078.1 | $676,335 | - | $37,256.9 | 5.83% | -0.258% |
| AR Antero Resources Corporation | 9,800 | $344,372 | $396,410 | - | $52,038 | 15.11% | +3.612% |
| ASB Associated Banc-Corp | 17,300 | $459,399.91 | $523,757.5 | - | $64,357.59 | 14.01% | +1.56% |
| ATO Atmos Energy Corporation | 17,300 | $2.98M | $2.99M | - | $13,148 | 0.44% | -0.506% |
| AVY Avery Dennison Corporation | 2,200 | $357,170 | $401,203 | - | $44,033 | 12.33% | -1.243% |
| AWI Armstrong World Industries Inc. | 1,300 | $208,546 | $219,882 | - | $11,336 | 5.44% | -1.313% |
| AWK American Water Works Company, Inc. | 4,100 | $539,478 | $583,388.96 | - | $43,910.96 | 8.14% | -0.656% |
| AYI Acuity Inc. | 640 | $241,062 | $203,491.2 | - | -$37,570.8 | -15.59% | +0.229% |
| BAC Bank of America Corporation | 10,600 | $516,749.91 | $539,381 | - | $22,631.09 | 4.38% | -0.382% |
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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 - $2.57M, ExxonMobil Holdings Corporation - $2.31M, Merck & Co., Inc - $1.2M, Citigroup Inc - $1.18M, and CF Industries Holdings, Inc - $1.13M. 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: Marathon Petroleum Corp - $903,759.32, Automatic Data Processing Inc - $857,888.85, FMC Corporation - $691,496.42, Brown & Brown Inc - $647,691.06, and United Rentals Inc - $644,942.33. 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 $14.23M 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 Citizens Financial Group Inc - $120,835.02. 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.
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