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:
35.55%
Gain -0.16%
Monthly
0.75%
Yearly
9.42%
Drawdown
19.99%
$143.1M
Equity
Holdings
$143.1M
Investment
$138.03M
$66.61M
Profit -$258,205.29
Realized
$61.54M
Unrealized
$5.07M
Dividends
$13.86M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$258,205.29
Win %
59%
This Week
Compared To Last Week
Gain
-1.95%
Profit
-$2.85M
Win %
59%
This Month
Compared to last month
Gain
-1.68%
Profit
-$2.44M
Win %
59%
This Year
Compared to last year
Gain
1.18%
Profit
$1.67M
Win %
61%
HPE Hewlett Packard Enterprise Company
+8.11%
+$48,951 
STX Seagate Technology Holdings plc
+7.03%
+$13,845.6 
ANET Arista Networks, Inc.
+6.39%
+$40,479.97 
BGC BGC Group, Inc.
+5.91%
+$6,660 
ORCL Oracle Corporation
+5.36%
+$13,260 
AMAT Applied Materials, Inc.
+4.29%
+$13,524.02 
EXPD Expeditors International of Washington, Inc.
+4.1%
+$19,601.97 
NAVI Navient Corporation
+3.51%
+$4,020 
GNRC Generac Holdings Inc.
+2.8%
+$4,228 
ON ON Semiconductor Corporation
+2.73%
+$5,967 
HLT Hilton Worldwide Holdings Inc.
+2.5%
+$22,665.6 
KEX Kirby Corporation
+2.47%
+$12,792.04 
NVT nVent Electric plc
+2.39%
+$5,600 
GNW Genworth Financial Inc.
+2.35%
+$4,968 
ELV Elevance Health, Inc.
+2.25%
+$10,874.8 
UHS Universal Health Services, Inc.
+2.21%
+$8,206 
WH Wyndham Hotels & Resorts, Inc.
+2.14%
+$3,875 
IBKR Interactive Brokers Group Inc.
+2.09%
+$7,144 
CMG Chipotle Mexican Grill, Inc.
+2%
+$9,152 
VLO Valero Energy Corporation
+1.94%
+$16,353.97 
NTRS Northern Trust Corporation
+1.89%
+$8,520 
HSIC Henry Schein, Inc.
+1.75%
+$7,176 
WFC Wells Fargo & Company
+1.69%
+$28,268 
SCHL Scholastic Corporation
+1.62%
+$3,417 
EVRG Evergy Inc.
+1.57%
+$14,577.01 
COF Capital One Financial Corporation
+1.5%
+$15,792.05 
MAR Marriott International Inc. - Class A
+1.46%
+$13,234.03 
CAT Caterpillar Inc.
+1.45%
+$9,783.98 
IEX IDEX Corporation
+1.35%
+$3,531 
MGY Magnolia Oil & Gas Corp.
+1.35%
+$3,249.75 
TKR Timken Co.
+1.33%
+$5,301.03 
CVS CVS Health Corporation
+1.3%
+$4,392 
KDP Keurig Dr Pepper Inc.
+1.3%
+$10,032 
ZION Zions Bancorporation, National Association
+1.3%
+$13,156 
IDA Idacorp Inc.
+1.28%
+$9,900.06 
WU Western Union Co.
+1.28%
+$1,575 
BAC Bank of America Corporation
+1.27%
+$8,586 
CFG Citizens Financial Group, Inc.
+1.26%
+$38,456 
SJM The J.M. Smucker Company
+1.24%
+$3,190 
WABC Westamerica Bancorporation
+1.21%
+$4,331 
CATY Cathay General Bancorp
+1.19%
+$10,868 
CBSH Commerce Bancshares, Inc.
+1.17%
+$6,969 
USB U.S. Bancorp
+1.14%
+$5,839.98 
PB Prosperity Bancshares Inc.
+1.11%
+$10,988 
PWR Quanta Services Inc.
+1.11%
+$7,737.58 
ABT Abbott Laboratories
+1.08%
+$17,612 
CR Crane NXT Co.
+1.07%
+$2,606.99 
BLK BlackRock, Inc.
+1.05%
+$4,345.22 
OKE ONEOK, Inc.
+1.04%
+$4,465 
DTM Dt Midstream Inc.
+0.99%
+$2,278 
BMRN Biomarin Pharmaceutical Inc.
+0.99%
+$3,726 
RNST Renasant Corporation
+0.98%
+$5,082 
IBOC International Bancshares Corporation
+0.93%
+$7,235.99 
AEE Ameren Corporation
+0.93%
+$4,400 
AMG Affiliated Managers Group Inc.
+0.93%
+$2,131.2 
KMX CarMax Inc.
+0.91%
+$2,226 
AYI Acuity Brands Inc.
+0.91%
+$2,080.01 
BANR Banner Corporation
+0.91%
+$2,112 
ONB Old National Bancorp
+0.89%
+$8,808 
PEG Public Service Enterprise Group Incorporated
+0.88%
+$11,682 
HAFC Hanmi Financial Corporation
+0.88%
+$1,904 
SEIC SEI Investments Company
+0.87%
+$6,734 
JPM JPMorgan Chase & Co.
+0.87%
+$8,791.97 
CPAY Corpay, Inc.
+0.87%
+$2,956.8 
FAF First American Financial Corporation
+0.85%
+$1,830 
VVV Valvoline Inc.
+0.85%
+$2,856 
UBSI United Bankshares, Inc.
+0.82%
+$5,240 
KMI Kinder Morgan, Inc.
+0.79%
+$6,350 
CVBF CVB Financial Corp.
+0.79%
+$7,074 
ASB Associated Banc-Corp
+0.78%
+$4,325 
PH Parker-Hannifin Corporation
+0.77%
+$11,138.48 
DTE DTE Energy Company
+0.76%
+$6,032 
AVY Avery Dennison Corporation
+0.72%
+$2,860 
NDAQ Nasdaq, Inc.
+0.67%
+$3,520.02 
SO The Southern Company
+0.65%
+$6,060 
MDLZ Mondelez International, Inc.
+0.65%
+$11,200 
LKFN Lakeland Financial Corporation
+0.63%
+$2,535 
MSI Motorola Solutions, Inc.
+0.62%
+$1,612.81 
GD General Dynamics Corporation
+0.59%
+$2,319.99 
FHB First Hawaiian, Inc.
+0.58%
+$6,384 
PFS Provident Financial Services Inc.
+0.57%
+$2,100 
COST Costco Wholesale Corporation
+0.56%
+$5,465.2 
FULT Fulton Financial Corporation
+0.54%
+$4,368 
PPL PPL Corporation
+0.51%
+$13,590 
SAH Sonic Automotive Inc.
+0.51%
+$1,107 
PNC The PNC Financial Services Group, Inc.
+0.48%
+$1,599 
LLY Eli Lilly and Company
+0.43%
+$2,103.99 
HOPE Hope Bancorp Inc.
+0.42%
+$1,254 
CMC Commercial Metals Company
+0.42%
+$1,230 
ABCB Ameris Bancorp
+0.39%
+$2,210 
AMP Ameriprise Financial, Inc.
+0.37%
+$3,594.83 
FE FirstEnergy Corp.
+0.36%
+$3,178.97 
PBI Pitney Bowes Inc.
+0.36%
+$636 
MMM 3M Company
+0.35%
+$3,185 
SPGI S&P Global Inc.
+0.34%
+$1,579.2 
SNPS Synopsys, Inc.
+0.34%
+$958.8 
PYPL PayPal Holdings Inc
+0.34%
+$940 
SR Spire Inc.
+0.32%
+$728 
WTFC Wintrust Financial Corporation
+0.31%
+$2,549.95 
AFG American Financial Group Inc.
+0.29%
+$1,553.96 
CSX CSX Corporation
+0.28%
+$6,048 
KNTK Kinetik Holdings Inc.
+0.27%
+$896 
WKC World Kinect Corporation
+0.27%
+$620 
KO The Coca-Cola Company
+0.27%
+$5,727 
QCOM QUALCOMM Incorporated
+0.24%
+$1,014.04 
FFBC First Financial Bancorp.
+0.23%
+$744 
MSCI MSCI Inc.
+0.23%
+$883.99 
ATO Atmos Energy Corporation
+0.23%
+$6,573.83 
CAG Conagra Brands Inc.
+0.2%
+$1,035 
NWN Northwest Natural Holding Company
+0.18%
+$459 
NWSA News Corporation
+0.14%
+$884 
MHK Mohawk Industries, Inc.
+0.13%
+$486.03 
HWM Howmet Aerospace Inc.
+0.1%
+$870 
MMSI Merit Medical Systems, Inc.
+0.1%
+$288 
MDU MDU Resources Group, Inc.
+0.1%
+$858 
ORI Old Republic International Corp.
+0.09%
+$196 
GILD Gilead Sciences Inc.
+0.07%
+$1,600 
ICE Intercontinental Exchange, Inc.
+0.05%
+$240 
DLB Dolby Laboratories Inc.
+0.05%
+$117 
NEE NextEra Energy, Inc.
+0.05%
+$556 
TXNM TxnM Energy Inc.
+0.04%
+$204 
CL Colgate-Palmolive Company
+0.01%
+$58 G200
G2004J103
0%
$0 NE
NE
0%
$0 
UBER Uber Technologies, Inc.
-4.05%
-$14,310 
DHI D.R. Horton, Inc.
-3.3%
-$54,669.89 
EMN Eastman Chemical Company
-2.98%
-$12,488 
WSO Watsco Inc.
-2.98%
-$6,460 
CRGY Crescent Energy Inc.
-2.9%
-$7,596 
TOL Toll Brothers Inc
-2.86%
-$7,884 
DECK Deckers Outdoor Corporation
-2.81%
-$7,656 
HOG Harley-Davidson Inc.
-2.81%
-$7,500 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$8,993.61 
VMC Vulcan Materials Company
-2.58%
-$21,933.63 
MCK McKesson Corporation
-2.56%
-$9,216.01 
AAL American Airlines Group Inc.
-2.35%
-$4,320 
GPK Graphic Packaging Holding Company
-2.26%
-$4,725 
UVV Universal Corporation
-2.19%
-$4,242 
WSM Williams-Sonoma, Inc.
-2.17%
-$11,424 
PNR Pentair plc
-2.11%
-$7,668 
CRM Salesforce Inc
-2.1%
-$20,335 
TROW T. Rowe Price Group, Inc.
-2.05%
-$5,825 
TJX The TJX Companies, Inc.
-2.01%
-$13,772.04 
SLB Schlumberger Limited
-1.99%
-$6,527 
MAS Masco Corporation
-1.97%
-$13,800 
CXM Sprinklr Inc.
-1.89%
-$2,158 
ULTA Ulta Beauty Inc.
-1.75%
-$6,054.39 
WYNN Wynn Resorts, Limited
-1.74%
-$5,642 
AWI Armstrong World Industries, Inc.
-1.74%
-$4,212 
APD Air Products and Chemicals, Inc.
-1.69%
-$11,527.98 
VRRM Verra Mobility Corporation
-1.67%
-$1,352 
TXN Texas Instruments Inc
-1.65%
-$11,159.98 
PTC PTC Inc.
-1.63%
-$7,350 
LOPE Grand Canyon Education Inc.
-1.61%
-$3,480 
DCH Dauch Corporation
-1.6%
-$1,331 
TSLA Tesla, Inc.
-1.59%
-$3,815.99 
LGIH LGI Homes Inc.
-1.56%
-$2,970 
CHD Church & Dwight Co., Inc.
-1.5%
-$14,630 
BURL Burlington Stores Inc.
-1.45%
-$4,159.99 
BSY Bentley Systems, Incorporated Class B
-1.43%
-$6,188 
CPRT Copart Inc.
-1.4%
-$4,510 
PPG PPG Industries Inc.
-1.34%
-$2,652 
ROL Rollins, Inc.
-1.32%
-$4,164.99 
HUBB Hubbell Inc.
-1.29%
-$3,494.4 
GEN Gen Digital Inc.
-1.27%
-$5,032 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$18,604.8 
MRSH Marsh & McLennan Companies, Inc.
-1.25%
-$21,032 
CNM Core & Main Inc.
-1.22%
-$2,451 
SHOO Steven Madden Ltd.
-1.22%
-$4,366 
RRC Range Resources Corporation
-1.21%
-$3,283 
DVN Devon Energy Corporation
-1.19%
-$19,872 
LUV Southwest Airlines Co.
-1.19%
-$3,834 
CHRD Chord Energy Corp
-1.19%
-$4,620 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$31,816.04 
PFE Pfizer Inc.
-1.17%
-$21,483 
SHW The Sherwin-Williams Company
-1.16%
-$9,115.2 
SHC Sotera Health Company
-1.15%
-$4,730 
TT Trane Technologies plc
-1.12%
-$13,416.8 
VTRS Viatris Inc.
-1.11%
-$2,466 
TSN Tyson Foods Inc.
-1.1%
-$2,294 
SWK Stanley Black & Decker Inc.
-1.06%
-$3,850 
T AT&T Inc.
-1.02%
-$5,450 
DPZ Domino's Pizza Inc.
-1.01%
-$5,936.8 
XYZ Block, Inc.
-1%
-$4,503 
ACGL Arch Capital Group Ltd
-0.99%
-$5,820 
V Visa Inc. Class A
-0.94%
-$6,256.02 
AR Antero Resources Corporation
-0.93%
-$3,430 
CTVA Corteva Inc.
-0.91%
-$14,628 
IOSP Innospec Inc.
-0.91%
-$2,550 
OXY Occidental Petroleum Corporation
-0.86%
-$5,814.01 
JKHY Jack Henry & Associates, Inc.
-0.86%
-$3,432 
BR Broadridge Financial Solutions, Inc.
-0.85%
-$6,862 
CARR Carrier Global Corporation
-0.85%
-$2,159.99 
WAB Wabtec Corporation
-0.84%
-$4,250.02 
AWK American Water Works Company, Inc.
-0.84%
-$4,673.99 
EFX Equifax Inc.
-0.82%
-$2,400.02 
WAFD WaFd, Inc.
-0.79%
-$1,800.01 
PG Procter & Gamble Co
-0.78%
-$13,899.12 
PAYX Paychex Inc.
-0.77%
-$5,208 
GE General Electric Company
-0.74%
-$2,948.41 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$8,153.64 
DCI Donaldson Company, Inc.
-0.66%
-$2,304 
EW Edwards Lifesciences Corporation
-0.65%
-$7,381 
FTNT Fortinet Inc.
-0.65%
-$1,785 
CNO CNO Financial Group Inc.
-0.64%
-$1,925 
PRI Primerica Inc.
-0.62%
-$2,028.01 
MTCH Match Group, Inc.
-0.6%
-$2,024 
LEA Lear Corporation
-0.57%
-$1,260 
EG Everest Group, Ltd.
-0.56%
-$3,491.62 
BRO Brown & Brown Inc.
-0.53%
-$7,182 
UCBI United Community Banks, Inc.
-0.53%
-$2,280 
DAL Delta Air Lines, Inc.
-0.53%
-$3,888 
BX Blackstone Inc.
-0.52%
-$1,292 
INTU Intuit Inc.
-0.51%
-$1,591.6 
WRB W.R. Berkley Corporation
-0.51%
-$5,219.94 
OMC Omnicom Group Inc.
-0.51%
-$3,828 
TALO Talos Energy Inc.
-0.45%
-$749 
FANG Diamondback Energy Inc
-0.43%
-$8,439.1 
WCC Wesco International Inc.
-0.43%
-$1,130.41 
TREX Trex Company, Inc.
-0.42%
-$1,008 
BF-B Brown-Forman Corporation
-0.39%
-$858 
FELE Franklin Electric Co., Inc.
-0.34%
-$888 
KR Kroger Co.
-0.34%
-$1,120.99 
BBY Best Buy Co., Inc.
-0.34%
-$1,344 
VRSK Verisk Analytics Inc.
-0.33%
-$944 
MA Mastercard Incorporated
-0.3%
-$1,094.4 
INCY Incyte Corporation
-0.25%
-$690 
FTV Fortive Corporation
-0.23%
-$980 
STLD Steel Dynamics Inc.
-0.19%
-$714 
DOV Dover Corporation
-0.18%
-$1,900 
EOG EOG Resources, Inc.
-0.18%
-$3,639.86 
UGI UGI Corporation
-0.17%
-$426.01 
MET MetLife Inc.
-0.14%
-$784 
AIZ Assurant Inc.
-0.1%
-$1,044 
CRUS Cirrus Logic, Inc.
-0.08%
-$150 
KKR KKR & Co. Inc.
-0.06%
-$644 
NUE Nucor Corporation
-0.05%
-$294.02 
NI NiSource Inc.
-0.05%
-$619.95 
NDSN Nordson Corporation
-0.03%
-$267.97 
L Loews Corporation
-0.02%
-$90 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.02%
-$194 Events
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Dividends
Dividend Analysis
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| Trades 4001 | Longs Won 2074/4001 51% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,183.18 |
| Average Win $70,347.43 | Best Trade (Mar 30) $1.83M | Sharpe Ratio -8.2 |
| Average Loss -$41,146.88 | Worst Trade (Mar 30) -$919,066.28 | Z-Score -11.98 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 2d | Expectancy $16,648.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,472 | 3,125 | 2,778 | 2,431 | 2,083 | 1,736 | 1,389 | 1,042 | 694 | 347 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 12,000 | $216,840 | $179,160 | - | -$37,680 | -17.38% | -2.354% |
| ABCB Ameris Bancorp | 6,500 | $586,690 | $575,705 | - | -$10,985 | -1.87% | +0.385% |
| ABT Abbott Laboratories | 14,800 | $1.34M | $1.64M | - | $298,516 | 22.23% | +1.085% |
| ACGL Arch Capital Group Ltd | 6,000 | $575,519.94 | $583,740 | - | $8,220.06 | 1.43% | -0.987% |
| AEE Ameren Corporation | 4,400 | $497,376 | $478,808 | - | -$18,568 | -3.73% | +0.927% |
| AFG American Financial Group Inc. | 3,700 | $472,527.17 | $535,649 | - | $63,121.83 | 13.36% | +0.291% |
| AIZ Assurant Inc. | 3,600 | $867,059.87 | $1.01M | - | $144,972.13 | 16.72% | -0.103% |
| AMAT Applied Materials, Inc. | 600 | $154,193.99 | $328,890.01 | - | $174,696.02 | 113.3% | +4.288% |
| AMG Affiliated Managers Group Inc. | 640 | $216,576 | $231,936 | - | $15,360 | 7.09% | +0.927% |
| AMP Ameriprise Financial, Inc. | 1,720 | $789,067 | $971,920.4 | - | $182,853.4 | 23.17% | +0.371% |
| ANET Arista Networks, Inc. | 3,200 | $543,616 | $673,600 | - | $129,984 | 23.91% | +6.394% |
| APD Air Products and Chemicals, Inc. | 2,200 | $639,078.1 | $668,954.02 | - | $29,875.92 | 4.67% | -1.694% |
| AR Antero Resources Corporation | 9,800 | $344,372 | $367,304 | - | $22,932 | 6.66% | -0.925% |
| ASB Associated Banc-Corp | 17,300 | $459,399.91 | $555,849 | - | $96,449.09 | 20.99% | +0.784% |
| ATO Atmos Energy Corporation | 17,300 | $2.98M | $2.93M | - | -$46,364 | -1.56% | +0.225% |
| AVY Avery Dennison Corporation | 2,200 | $357,170 | $398,266 | - | $41,096 | 11.51% | +0.723% |
| AWI Armstrong World Industries, Inc. | 1,300 | $208,546 | $238,498 | - | $29,952 | 14.36% | -1.735% |
| AWK American Water Works Company, Inc. | 4,100 | $539,478 | $553,172 | - | $13,694 | 2.54% | -0.838% |
| AYI Acuity Brands Inc. | 640 | $241,062 | $230,611.2 | - | -$10,450.8 | -4.34% | +0.91% |
| BAC Bank of America Corporation | 10,600 | $516,749.91 | $686,986 | - | $170,236.09 | 32.94% | +1.266% |
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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, Exxon Mobil 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 Corporation - $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 $13.86M 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.
