Stephen Smith Portfolio
Invests via Kestra Investment Management LLC | Managed by Kara Murphy, Derek Schug
Invests via Kestra Investment Management LLC
Managed by Kara Murphy, Derek Schug
Automatically Tracked
Stephen Smith Profile
With a distinguished career in technology entrepreneurship, Stephen Smith has founded multiple startups that have transformed industries and generated significant market value. His extensive experience spans leading innovative teams to create software solutions for businesses seeking operational efficiency. Known for his visionary approach, he effectively aligns product development with emerging consumer needs. His leadership continues to shape new ventures aimed at driving digital transformation, contributing to a dynamic ecosystem of technological advancement and investment appeal.
With a distinguished career in technology entrepreneurship, Stephen Smith has founded multiple startups that have transformed industries and generated significant market value. His extensive experience spans leading innovative teams to create software solutions for businesses seeking operational efficiency. Known for his visionary approach, he effectively aligns product development with emerging consumer needs. His leadership continues to shape new ventures aimed at driving digital transformation, contributing to a dynamic ecosystem of technological advancement and investment appeal.
Investment Philosophy & Strategy
Innovation in technology investment is at the core of decision-making for this entrepreneur. With a penchant for identifying scalable solutions, Smith meticulously evaluates emerging trends to capture opportunities in the fast-evolving digital landscape. His ability to leverage insights from operational efficiency drives not only capital deployment but also strategic partnerships that enhance growth trajectories. By fostering agile environments within startups, he champions an entrepreneurial mindset that prioritizes disruptive technologies and responsive product development tailored to market needs.
Innovation in technology investment is at the core of decision-making for this entrepreneur. With a penchant for identifying scalable solutions, Smith meticulously evaluates emerging trends to capture opportunities in the fast-evolving digital landscape. His ability to leverage insights from operational efficiency drives not only capital deployment but also strategic partnerships that enhance growth trajectories. By fostering agile environments within startups, he champions an entrepreneurial mindset that prioritizes disruptive technologies and responsive product development tailored to market needs.
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:
45.94%
Gain -0.5%
Monthly
1.44%
Yearly
18.67%
Drawdown
18.36%
$5.21B
Equity
Holdings
$5.21B
Investment
$4.61B
$978.72M
Profit -$22.07M
Realized
$378.78M
Unrealized
$599.94M
Dividends
$188.86M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$22.07M
Win %
63%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$22.07M
Win %
63%
This Month
Compared to last month
Gain
-1.07%
Profit
-$56.14M
Win %
63%
This Year
Compared to last year
Gain
0.14%
Profit
$7.58M
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$239,878.32 
PANW Palo Alto Networks, Inc.
+14.15%
+$73,288.82 
NET Cloudflare Inc.
+8.38%
+$42,430.7 
HACK Amplify Cybersecurity ETF
+8.34%
+$19,174.47 
CVLT Commvault Systems Inc.
+8.28%
+$130,790.88 
ADSK Autodesk, Inc.
+7.91%
+$155,769.69 
W Wayfair Inc.
+7.61%
+$101,190 
NOW ServiceNow, Inc.
+7.53%
+$39,720.33 
PEGA Pegasystems Inc.
+6.44%
+$155,256.48 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$22,196.46 
ACN Accenture plc Class A
+6.28%
+$119,034.4 
TDC Teradata Corporation
+6.25%
+$108,151.44 
APPF Appfolio Inc.
+6.16%
+$22,071.96 
DOCU DocuSign Inc.
+5.8%
+$98,450.4 
RNG RingCentral Inc.
+5.68%
+$178,367.4 
MDB MongoDB Inc.
+5.58%
+$76,997.8 
INTU Intuit Inc.
+5.55%
+$72,481.4 
CPRT Copart Inc.
+5.46%
+$14,136.21 
MANH Manhattan Associates Inc.
+5.1%
+$116,025.09 
CHWY Chewy Inc.
+5.04%
+$152,549.18 
NYT New York Times Co.
+4.75%
+$74,768.16 
DBX Dropbox Inc.
+4.64%
+$84,329.85 
CRM Salesforce Inc
+4.53%
+$25,963.08 
DDOG Datadog, Inc. Class A Common Stock
+4.51%
+$8,713.77 
DRI Darden Restaurants, Inc.
+4.35%
+$8,883.49 
BBY Best Buy Co., Inc.
+4.29%
+$117,741 
SHOP Shopify Inc.
+4.17%
+$9,599.75 
FOXA Fox Corporation
+4.12%
+$30,951 
PLTR Palantir Technologies Inc.
+4.11%
+$48,008.12 
NFLX Netflix, Inc.
+3.92%
+$59,121.36 
DG Dollar General Corporation
+3.82%
+$140,943.6 
COKE Coca-Cola Consolidated Inc.
+3.45%
+$39,889.93 
LYFT Lyft Inc.
+3.43%
+$38,746.05 
KD Kyndryl Holdings Inc.
+3.35%
+$19,240.32 
SFM Sprouts Farmers Market, Inc.
+3.31%
+$17,915.94 
CI The Cigna Group
+3.27%
+$58,415.77 
MDT Medtronic plc
+3.24%
+$26,348.92 
MCK McKesson Corporation
+3.21%
+$16,848.91 
ADP Automatic Data Processing Inc.
+3.12%
+$79,698.25 
GOOGL Alphabet Inc
+3.11%
+$553,012.72 
DOX Amdocs Limited
+2.98%
+$7,598.16 
GOOG Alphabet Inc
+2.97%
+$122,029.8 
APP AppLovin Corporation Class A Common Stock
+2.91%
+$7,421.42 
META Meta Platforms Inc Class A
+2.91%
+$263,977.36 
IBM International Business Machines Corporation
+2.81%
+$5,303.97 
SM SM Energy Company
+2.74%
+$9,418.58 
EXPE Expedia Group, Inc.
+2.45%
+$67,719.94 
PAYX Paychex Inc.
+2.37%
+$67,705.4 
ISRG Intuitive Surgical, Inc.
+2.35%
+$5,309.6 
RHI Robert Half Inc.
+2.28%
+$83,573.94 
OMC Omnicom Group Inc.
+2.27%
+$11,699.43 
MSFT Microsoft Corp.
+2.25%
+$638,616.25 
WMT Walmart Inc.
+2.19%
+$14,487.41 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$4,351.2 
GILD Gilead Sciences Inc.
+2.07%
+$26,679.51 
LLY Eli Lilly and Company
+2.06%
+$55,541.58 
UPS United Parcel Service, Inc.
+2.05%
+$64,737.56 
DIS The Walt Disney Company
+2.03%
+$4,557.6 
GM General Motors Company
+2.01%
+$8,704.92 
HOOD Robinhood Markets, Inc.
+1.95%
+$7,528.4 
HRL Hormel Foods Corporation
+1.95%
+$5,310.8 
TGT Target Corporation
+1.94%
+$23,476.44 
T AT&T Inc.
+1.94%
+$12,565.43 
GLPI Gaming and Leisure Properties, Inc.
+1.88%
+$21,645.85 
ALL Allstate Corporation
+1.83%
+$6,209.76 
RNR Renaissancere Holdings Ltd.
+1.82%
+$39,470.15 
CALM Cal-Maine Foods Inc.
+1.82%
+$23,169.45 
PM Philip Morris International Inc.
+1.8%
+$93,808.85 
NOC Northrop Grumman Corporation
+1.73%
+$5,598.02 
CME CME Group Inc.
+1.71%
+$6,434.29 
ABBV AbbVie Inc.
+1.7%
+$46,625.1 
ROKU Roku, Inc.
+1.69%
+$39,301.23 
NVS Novartis AG Sponsored ADR
+1.65%
+$4,603.62 
DLTR Dollar Tree, Inc.
+1.62%
+$28,014.72 
COST Costco Wholesale Corporation
+1.59%
+$22,870.09 
CL Colgate-Palmolive Company
+1.58%
+$3,286.63 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$7,973.91 
CAG Conagra Brands Inc.
+1.54%
+$13,825.12 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$3,390.87 
VZ Verizon Communications Inc.
+1.44%
+$37,961.46 
ELV Elevance Health, Inc.
+1.44%
+$12,906.88 
ACM Aecom
+1.4%
+$20,101.54 
CPB The Campbell's Company
+1.38%
+$10,650.83 
KMB Kimberly-Clark Corporation
+1.37%
+$8,486.1 
WU Western Union Co.
+1.37%
+$25,302.68 
EW Edwards Lifesciences Corporation
+1.35%
+$3,032.4 
HLT Hilton Worldwide Holdings Inc.
+1.34%
+$4,227.1 
FDN First Trust Dow Jones Internet Index Fund
+1.33%
+$7,290.12 
UNH UnitedHealth Group Incorporated
+1.26%
+$25,099.5 
GPK Graphic Packaging Holding Company
+1.21%
+$1,172.54 
GIS General Mills, Inc.
+1.2%
+$9,561.48 
TTC The Toro Company
+1.15%
+$59,877.2 
SNOW Snowflake Inc.
+1.14%
+$6,156.06 
ADT ADT Inc.
+1.14%
+$30,271.92 
ODFL Old Dominion Freight Line, Inc.
+1.13%
+$3,859.67 
EBAY eBay Inc.
+1.12%
+$7,886.78 
LMT Lockheed Martin Corporation
+1.12%
+$13,394.26 
AMGN Amgen Inc.
+1.12%
+$28,374.77 
CVS CVS Health Corporation
+1.12%
+$4,075.7 
KO The Coca-Cola Company
+1.12%
+$13,952.52 
LUV Southwest Airlines Co.
+1.1%
+$2,635.04 
ZTS Zoetis Inc.
+1.06%
+$3,566.55 
V Visa Inc. Class A
+1.06%
+$29,628.64 
FIBK First Interstate Bancsystem Inc.
+1.06%
+$10,694.97 
VFLO VictoryShares Free Cash Flow ETF
+0.99%
+$3,241.03 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$36,934.95 
HD The Home Depot, Inc.
+0.97%
+$8,389.97 
WSM Williams-Sonoma, Inc.
+0.96%
+$2,193.87 
AXP American Express Company
+0.93%
+$2,852.57 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$10,094.17 
CB Chubb Limited
+0.93%
+$2,352.46 
KNSL Kinsale Capital Group Inc.
+0.89%
+$16,291.15 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.88%
+$2,578.3 
BMY Bristol-Myers Squibb Company
+0.87%
+$17,998.1 
BKNG Booking Holdings Inc.
+0.87%
+$1,883.14 
MEDP Medpace Holdings Inc.
+0.87%
+$13,941.71 
LYV Live Nation Entertainment, Inc.
+0.85%
+$5,881.24 
PHM PulteGroup Inc.
+0.85%
+$3,313 
EHC Encompass Health Corporation
+0.84%
+$5,844.55 
ABEV Ambev S.A.
+0.83%
+$354.75 
CPAY Corpay, Inc.
+0.82%
+$8,544.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$2,880.02 
TRV The Travelers Companies, Inc.
+0.78%
+$4,413.81 
DE Deere & Company
+0.78%
+$7,437.65 
INCY Incyte Corporation
+0.75%
+$11,054.68 
OHI Omega Healthcare Investors Inc.
+0.73%
+$4,334.23 
RYN Rayonier Inc.
+0.72%
+$5,985.16 
PII Polaris Inc.
+0.71%
+$2,824.07 
VICI Vici Properties Inc.
+0.69%
+$1,688.1 
SHW The Sherwin-Williams Company
+0.67%
+$2,175.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$1,592.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,463.7 
URI United Rentals, Inc.
+0.6%
+$1,802.55 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.6%
+$1,459.86 
MA Mastercard Incorporated
+0.6%
+$11,471.6 
JNJ Johnson & Johnson
+0.55%
+$30,601.81 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.53%
+$263,474.07 
RPRX Royalty Pharma plc
+0.51%
+$2,336.4 
MRK Merck & Co., Inc.
+0.51%
+$12,101.2 
PG Procter & Gamble Co
+0.5%
+$7,643.1 
AAPL Apple Inc.
+0.49%
+$128,360.99 
REYN Reynolds Consumer Products Inc.
+0.48%
+$1,046.12 
PK Park Hotels & Resorts Inc.
+0.46%
+$6,963.95 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$1,661.91 
TFSL TFS Financial Corp.
+0.44%
+$14,109.15 
BLKB Blackbaud Inc.
+0.42%
+$2,630.36 
TTEK Tetra Tech, Inc.
+0.38%
+$4,135.74 
GD General Dynamics Corporation
+0.38%
+$1,531.16 
THC Tenet Healthcare Corporation
+0.38%
+$26,366 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$1,059.63 
JXN Jackson Financial Inc.
+0.35%
+$1,427.86 
ENSG The Ensign Group, Inc.
+0.33%
+$5,259.44 
ALNY Alnylam Pharmaceuticals Inc
+0.3%
+$1,963.53 
AMCR Amcor plc
+0.29%
+$2,974.87 
FVD First Trust Value Line Dividend Index Fund
+0.28%
+$730.52 
FDX FedEx Corporation
+0.22%
+$11,526.85 
EIX Edison International
+0.21%
+$486.72 
UNP Union Pacific Corporation
+0.19%
+$843.17 
OGS One Gas Inc.
+0.19%
+$472.7 
FAST Fastenal Co.
+0.16%
+$607.76 
PBDE PGIM US Large Cap Core Bond ETF
+0.16%
+$938.05 
VGLT Vanguard Long-Term Treasury Fund
+0.14%
+$1,137.75 
PPC Pilgrim's Pride Corporation
+0.13%
+$1,579.32 
SYF Synchrony Financial
+0.13%
+$1,054 
BLV Vanguard Long-Term Bond ETF
+0.12%
+$275.76 
PFE Pfizer Inc.
+0.11%
+$3,267.63 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$3,033.65 
TJX The TJX Companies, Inc.
+0.1%
+$570.61 
CAH Cardinal Health Inc.
+0.09%
+$1,603.29 
EXEL Exelixis Inc.
+0.09%
+$1,576.5 
ABNB Airbnb, Inc.
+0.08%
+$733.88 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$106,902 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.06%
+$131.28 
COLB Columbia Banking System, Inc.
+0.03%
+$71.99 
IP International Paper Company
+0.03%
+$62.45 
PEP PepsiCo, Inc.
+0.03%
+$204.91 
PAAA PGIM AAA CLO ETF
+0.03%
+$2,818.63 
LNC Lincoln National Corporation
+0.02%
+$62.9 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$106.56 
NJR New Jersey Resources Corporation
+0.02%
+$359.77 
JBND JPMorgan Active Bond ETF
+0.02%
+$83.92 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$35.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$27.06 
VGUS Vanguard Ultra Short-Term Treasury Fund
0%
+$13.94 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WAT Waters Corporation
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 FAI
FAI
0%
$0 FBUF
FBUF
0%
$0 
TER Teradyne, Inc.
-13.06%
-$60,115.2 
SWKS Skyworks Solutions Inc.
-9.68%
-$295,582.05 
GEV GE Vernova Inc.
-8.67%
-$29,371.39 
CIEN Ciena Corporation
-8.6%
-$19,893.11 
OLED Universal Display Corporation
-8.31%
-$45,574.89 
AMKR Amkor Technology Inc.
-8.22%
-$11,836.25 
LRCX Lam Research Corporation
-7.84%
-$174,639.18 
ETN Eaton Corporation plc
-7.43%
-$50,291.51 
QRVO Qorvo Inc.
-6.95%
-$422,514.78 
FN Fabrinet
-6.95%
-$44,569.07 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$30,892.43 
KEYS Keysight Technologies, Inc.
-6.92%
-$261,695.08 
CEG Constellation Energy Corporation
-6.72%
-$33,687.93 
POWI Power Integrations Inc.
-6.68%
-$10,428.12 
AMAT Applied Materials, Inc.
-6.67%
-$404,162.72 
MRVL Marvell Technology, Inc.
-6.65%
-$94,421.18 
KLAC KLA Corporation
-6.41%
-$32,384.43 
FIX Comfort Systems USA, Inc.
-6.25%
-$42,682.58 
JCI Johnson Controls International plc
-5.82%
-$27,524.56 
APH Amphenol Corporation
-5.61%
-$49,078.2 
IPGP IPG Photonics Corporation
-5.57%
-$27,928.89 
ATI ATI Inc.
-5.53%
-$15,015 
AAON Aaon Inc.
-5.42%
-$50,546.28 
ANET Arista Networks, Inc.
-5.4%
-$55,430.76 
BAC Bank of America Corporation
-5.39%
-$61,482.2 
SOXX iShares Semiconductor ETF
-5.34%
-$9,887.67 
INTC Intel Corporation
-5.25%
-$42,349.48 
WCC Wesco International Inc.
-5%
-$12,905.01 
DELL Dell Technologies Inc.
-4.99%
-$448,418.56 
AVGO Broadcom Inc.
-4.79%
-$435,151.77 
MU Micron Technology, Inc.
-4.76%
-$393,647.45 
NTAP NetApp, Inc.
-4.6%
-$282,463.51 
ORCL Oracle Corporation
-4.47%
-$62,926.26 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.36%
-$21,593.25 
SNDK SanDisk Corporation
-4.3%
-$7,802.19 
FTI TechnipFMC plc
-4.27%
-$41,242.26 
CAT Caterpillar Inc.
-4.18%
-$63,779.9 
ESAB Esab Corporation
-4.16%
-$44,693.88 
EME EMCOR Group, Inc.
-4.11%
-$36,748.74 
NRG NRG Energy, Inc.
-4.09%
-$101,093.78 
BWA BorgWarner Inc.
-3.95%
-$135,135.98 
GS The Goldman Sachs Group, Inc.
-3.93%
-$14,635.68 
AMD Advanced Micro Devices, Inc.
-3.88%
-$92,766.36 
TT Trane Technologies plc
-3.73%
-$7,408.5 
WDC Western Digital Corporation
-3.71%
-$12,874.88 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$17,736.03 
CDNS Cadence Design Systems, Inc.
-3.44%
-$9,746.1 
MS Morgan Stanley
-3.43%
-$183,786.59 
AYI Acuity Brands Inc.
-3.01%
-$20,035.18 
NEM Newmont Corporation
-2.92%
-$37,011.1 
NVDA NVIDIA Corporation
-2.84%
-$958,801.26 
CMI Cummins Inc.
-2.84%
-$4,822.05 
HAL Halliburton Company
-2.68%
-$94,521.6 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$20,031.2 
VLO Valero Energy Corporation
-2.37%
-$8,245.86 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.27%
-$8,896.24 
FCX Freeport-McMoRan Inc.
-2.25%
-$13,748.8 
STX Seagate Technology Holdings plc
-2.24%
-$7,038.02 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$8,199.36 
AVEM Avantis Emerging Markets Equity ETF
-2.1%
-$3.77M 
FLO Flowers Foods, Inc.
-2.05%
-$1,641.37 
PAVE Global X U.S. Infrastructure Development ETF
-2.04%
-$1.82M 
AM Antero Midstream Corporation
-2.04%
-$17,349.3 
CSL Carlisle Companies Inc.
-2.03%
-$20,383.64 
LOGI Logitech International S.A.
-2.02%
-$18,174.92 
MC Moelis & Company
-2.01%
-$10,282.57 
GE General Electric Company
-2%
-$5,596.55 
MPT Medical Properties Trust, Inc.
-1.92%
-$841.82 
ALV Autoliv, Inc.
-1.92%
-$4,797.76 
TXN Texas Instruments Inc
-1.87%
-$22,753.1 
WFC Wells Fargo & Company
-1.84%
-$9,777.4 
ANF Abercrombie & Fitch Co.
-1.78%
-$49,149 
NSA National Storage Affiliates Trust
-1.77%
-$7,697.82 
MMM 3M Company
-1.73%
-$4,344.34 
JPM JPMorgan Chase & Co.
-1.71%
-$191,345.11 
RGLD Royal Gold Inc.
-1.71%
-$25,791.04 
CSCO Cisco Systems, Inc.
-1.69%
-$98,106.12 
EMN Eastman Chemical Company
-1.66%
-$5,965.27 
AMG Affiliated Managers Group Inc.
-1.64%
-$30,911.12 
XEL Xcel Energy Inc.
-1.61%
-$4,421.39 
LYB LyondellBasell Industries N.V.
-1.57%
-$37,068 
USXF iShares ESG Aware MSCI USA ETF
-1.57%
-$3,917.46 
AIT Applied Industrial Technologies Inc.
-1.55%
-$27,966.8 
RCL Royal Caribbean Group
-1.54%
-$4,018.98 
LNG Cheniere Energy Inc.
-1.53%
-$23,241.61 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$6,498.8 
BLD TopBuild Corp
-1.45%
-$14,581.24 
TSLA Tesla, Inc.
-1.44%
-$53,597.25 
WMB The Williams Companies, Inc.
-1.43%
-$5,122 
CNX CNX Resources Corporation
-1.39%
-$11,033.5 
GLD SPDR Gold Shares
-1.39%
-$7,042.94 
DECK Deckers Outdoor Corporation
-1.39%
-$12,733.97 
C Citigroup Inc.
-1.34%
-$12,705.73 
IAU iShares Gold Trust
-1.32%
-$4,691.3 
CGGO Capital Group Global Growth Equity ETF
-1.31%
-$253,851.15 
RTX RTX Corporation
-1.31%
-$11,257.07 
GNTX Gentex Corporation
-1.31%
-$4,106.83 
BLK BlackRock, Inc.
-1.29%
-$3,317.32 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$3,771.5 
FTEC Fidelity MSCI Information Technology Index ETF
-1.28%
-$1.2M 
AMZN Amazon.com Inc
-1.28%
-$165,187.36 
CMCSA Comcast Corp
-1.25%
-$7,928.55 
XAR SPDR S&P Aerospace & Defense ETF
-1.25%
-$3,177.45 
DINO HF Sinclair Corporation
-1.25%
-$4,247.51 
VNO Vornado Realty Trust
-1.24%
-$15,517.92 
WTS Watts Water Technologies Inc.
-1.24%
-$25,608.87 
VGT Vanguard Information Technology ETF
-1.24%
-$5,290.5 
CF CF Industries Holdings, Inc.
-1.17%
-$24,629.5 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$5,219.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$28,496.78 
ILCG iShares Morningstar Growth ETF
-1.16%
-$3,049.69 
EFG iShares MSCI EAFE Growth ETF
-1.16%
-$17,571.42 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,934.6 
HIW Highwoods Properties, Inc.
-1.15%
-$12,871.59 
IXUS iShares Core International Stock ETF
-1.14%
-$6,839.82 
NU Nu Holdings Ltd.
-1.13%
-$2,533.91 
VEU Vanguard FTSE All-World ex-US ETF
-1.13%
-$3.13M 
BLCR iShares Large Cap Core ACT ETF
-1.13%
-$4,588.19 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.12%
-$3,490.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$2,769.35 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$3,402.52 
ICVT iShares Convertible Bond ETF
-1.1%
-$10,141.74 
ILDR First Trust Innovation Leaders ETF
-1.1%
-$6,158.68 
EPR EPR Properties
-1.1%
-$3,155.1 
ABR Arbor Realty Trust Inc.
-1.06%
-$3,263.55 
IBKR Interactive Brokers Group Inc.
-1.06%
-$23,430.2 
STWD Starwood Property Trust Inc.
-1.02%
-$22,836.48 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1.02%
-$87,090.08 
CGIC Capital Group International Core Equity ETF
-0.99%
-$2,269.57 
NEU NewMarket Corporation
-0.98%
-$6,049.9 
MSM MSC Industrial Direct Co., Inc.
-0.97%
-$2,820.87 
CVX Chevron Corporation
-0.97%
-$11,995.64 
MLI Mueller Industries Inc.
-0.96%
-$17,955.64 
HWM Howmet Aerospace Inc.
-0.95%
-$3,758.04 
CPA Copa Holdings S.A.
-0.95%
-$10,162.18 
DVN Devon Energy Corporation
-0.93%
-$17,485.4 
APAM Artisan Partners Asset Management Inc.
-0.92%
-$24,022.95 
LVS Las Vegas Sands Corp.
-0.92%
-$19,205.69 
PFFD Global X U.S. Preferred ETF
-0.91%
-$8,866.11 
XOM Exxon Mobil Corporation
-0.9%
-$12,770.88 
GPC Genuine Parts Company
-0.87%
-$2,486.23 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.87%
-$1,851.64 
BKH Black Hills Corporation
-0.87%
-$8,182.76 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.86%
-$821,866.71 
AEP American Electric Power Company, Inc.
-0.85%
-$1,683.15 
VVV Valvoline Inc.
-0.85%
-$2,783.04 
BEN Franklin Resources Inc.
-0.85%
-$9,277.6 
QCOM QUALCOMM Incorporated
-0.84%
-$46,821.06 
BDYN iShares Dynamic Equity Active ETF
-0.82%
-$3,284.86 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$1,868.85 
LKQ LKQ Corporation
-0.79%
-$3,564.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$8,899.2 
AVDV Avantis International Small Cap Value ETF
-0.77%
-$62,725.82 
HOG Harley-Davidson Inc.
-0.75%
-$2,465.4 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$2,302.15 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$1,989.07 
APO Apollo Global Management, Inc.
-0.71%
-$4,346.08 
COP ConocoPhillips
-0.68%
-$8,836.96 
NEE NextEra Energy, Inc.
-0.67%
-$6,199.9 
ACWI iShares MSCI ACWI ETF
-0.67%
-$2,120.04 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$25,746.76 
INTF iShares International Equity Factor ETF
-0.66%
-$215,309.08 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$8,512.86 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$2,406.56 
TROW T. Rowe Price Group, Inc.
-0.61%
-$15,442.05 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.61%
-$145,185.11 
COF Capital One Financial Corporation
-0.6%
-$2,701.44 
FSMD Fidelity Small-Mid Multifactor ETF
-0.6%
-$439,197.86 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$513,899.81 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$305,442.72 
MRP Millrose Properties Inc.
-0.57%
-$2,326.11 
PLD Prologis Inc.
-0.57%
-$2,012.01 
IWY iShares Russell Top 200 Growth ETF
-0.56%
-$1,970.01 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$16,119.95 
THRO iShares U.S. Thematic Rotation Active ETF
-0.55%
-$1,995.84 
IUSG iShares Core S&P U.S. Growth ETF
-0.54%
-$1.36M 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$1,077.54 
LIN Linde plc
-0.54%
-$1,199.52 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,520.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$9,525 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$1,913.5 
CDW CDW Corporation
-0.53%
-$1,873.68 
CGDV Capital Group Dividend Value ETF
-0.53%
-$658,049.86 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$1.84M 
AVUS Avantis U.S. Equity ETF
-0.51%
-$75,112.14 
TFC Truist Financial Corporation
-0.51%
-$1,597.07 
VO Vanguard Mid-Cap ETF
-0.48%
-$96,190.91 
HAS Hasbro Inc.
-0.47%
-$1,249.94 
VTV Vanguard Value ETF
-0.45%
-$14,726.81 
SO The Southern Company
-0.45%
-$859.56 
XLF Financial Select Sector SPDR Fund
-0.45%
-$2,168.52 
DUK Duke Energy Corporation
-0.43%
-$1,166.88 
FDVV Fidelity High Dividend ETF
-0.42%
-$183,595.45 
TOPT iShares Top 20 U.S. Stocks ETF
-0.4%
-$3,382.02 
CAIE Calamos Autocallable Income ETF
-0.39%
-$15,876.21 
DFUS Dimensional U.S. Equity Market ETF
-0.39%
-$59,171.12 
DIHP Dimensional International High Profitability Portfolio
-0.39%
-$414,651.69 
GRMN Garmin Ltd.
-0.39%
-$1,714.92 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$25,241.13 
DFIV Dimensional International Value ETF
-0.38%
-$566,833.96 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$9,869.69 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.37%
-$1,738.4 
IALT iShares Systematic Alternatives Active ETF
-0.37%
-$868.12 
USRT iShares Core U.S. REIT ETF
-0.37%
-$4,799.04 
ZM Zoom Video Communications, Inc.
-0.37%
-$2,821.89 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$1,119.9 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.35%
-$3,687.75 
USB U.S. Bancorp
-0.35%
-$13,260.94 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$715.11 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,349.72 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$1,819.98 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,494.84 
CHE Chemed Corporation
-0.34%
-$5,578.44 
IVV iShares Core S&P 500 ETF
-0.33%
-$25,182.52 
CGGR Capital Group Growth ETF
-0.33%
-$437,799.52 
VOO Vanguard S&P 500 ETF
-0.33%
-$20,877.68 
LRGF iShares U.S. Equity Factor ETF
-0.33%
-$167,429.94 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$3,945.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$14,846.7 
BNL Broadstone Net Lease Inc.
-0.32%
-$2,846.93 
GAUG FT Vest US Equity Moderate Fund
-0.31%
-$2,285.85 
VB Vanguard Small-Cap ETF
-0.31%
-$2,208.62 
FHN First Horizon Corporation
-0.31%
-$6,753.68 
HNI HNI Corporation
-0.3%
-$921.76 
DUHP Dimensional US High Profitability ETF
-0.3%
-$16,060.62 
MISL First Trust Indxx Aerospace & Defense ETF
-0.29%
-$598.12 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$3,496.12 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$30,417.47 
VXF Vanguard Extended Market ETF
-0.28%
-$371,852.78 
ARES Ares Management Corporation
-0.27%
-$1,824.55 
AVA Avista Corp.
-0.26%
-$3,620.07 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$1,951.11 
FCPT Four Corners Property Trust Inc.
-0.25%
-$689.76 
DON WisdomTree U.S. MidCap Dividend Fund
-0.25%
-$690.34 
FTMH Franklin Municipal High Yield ETF
-0.22%
-$261.1 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.21%
-$171,911.08 
BX Blackstone Inc.
-0.21%
-$919.29 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$673.44 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.21%
-$498.22 
MLN VanEck Long Muni ETF
-0.21%
-$138,879.93 
OKE ONEOK, Inc.
-0.21%
-$1,546.4 
GJAN FT Vest US Equity Moderate Fund B
-0.2%
-$724 
TPR Tapestry Inc.
-0.2%
-$3,451.45 
A Agilent Technologies Inc.
-0.19%
-$3,123.29 
CAFX Congress Intermediate Bond ETF
-0.19%
-$2,181.24 
IWM iShares Russell 2000 ETF
-0.18%
-$427.47 
ROST Ross Stores, Inc.
-0.18%
-$7,307.33 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$2,479.6 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.18%
-$1,360.35 
LCII LCI Industries Inc.
-0.17%
-$1,250.38 
VUG Vanguard Growth ETF
-0.17%
-$6,259.82 
GNOV FT Vest US Equity Moderate B Fund
-0.16%
-$387.66 
AVLV Avantis U.S. Large Cap Value ETF
-0.16%
-$37,176.15 
LRGE ClearBridge Large Cap Growth ESG ETF
-0.15%
-$523.35 
JPIB JPMorgan International Bond ETF
-0.15%
-$37,754.51 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.15%
-$57,146.18 
BINC iShares Flexible Income Active ETF
-0.15%
-$104,997.67 
AMP Ameriprise Financial, Inc.
-0.14%
-$7,539.66 
CGIB Capital Group International Bond USD Hedged Fund
-0.14%
-$30,701.02 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$691,938.6 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$14,592.05 
GJUL FT Vest US Equity Moderate Class B
-0.12%
-$1,708.61 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.12%
-$20,220.84 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.11%
-$339.53 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$596.13 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$78,998.25 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$274.54 
FTCB First Trust Core Investment Grade ETF
-0.1%
-$445.68 
SFD Smithfield Foods, Inc.
-0.1%
-$2,987.14 
CGSD Capital Group Short Duration Income ETF
-0.1%
-$8,401.23 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$208.4 
BNDX Vanguard Total International Bond ETF
-0.1%
-$60,189.17 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.09%
-$59,109.22 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$52,424.9 
CCK Crown Holdings Inc.
-0.09%
-$506.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.09%
-$34,310.77 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.09%
-$20,681.52 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$1,134 
IBTL iShares iBonds Dec 2031 Term Fund
-0.08%
-$268.75 
DOC Healthpeak Properties, Inc.
-0.07%
-$178.26 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$28,155.12 
LMBS First Trust Low Duration Opportunities ETF
-0.07%
-$172.16 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$996.4 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$834.4 
GMAR FT Vest US Equity Moderate B Fund
-0.07%
-$266.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$225.48 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.06%
-$225.75 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$7,118.1 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$66,342.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$152.64 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$623.87 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$133,410.15 
MBB iShares MBS ETF
-0.06%
-$19,774.15 
DMAX iShares Large Cap Max Buffer December Fund
-0.05%
-$732.71 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$116.1 
MUB iShares National Muni Bond ETF
-0.05%
-$33,910.96 
IBTI iShares iBonds Dec 2028 Term ETF
-0.05%
-$165.8 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.04%
-$158.22 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$164.33 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$157.19 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$181.8 
SMAX iShares Large Cap Municipal Bond ETF
-0.04%
-$177.44 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.04%
-$80.76 
SCHW Charles Schwab Corporation
-0.04%
-$1,435.28 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$3,482.97 
IWD iShares Russell 1000 Value ETF
-0.03%
-$642.32 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.03%
-$93.11 
AIZ Assurant Inc.
-0.03%
-$71.33 
FBND Fidelity Total Bond ETF
-0.02%
-$259.88 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.02%
-$5,730.31 
SPG Simon Property Group, Inc.
-0.02%
-$143.44 
LXP LXP Industrial Trust
-0.02%
-$37.19 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$141.38 
WPC W. P. Carey Inc.
-0.01%
-$28.9 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$67.85 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$7,902.27 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.01%
-$45.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,390.48 
AHR American Healthcare REIT, Inc.
0%
-$7.65 
APLE Apple Hospitality REIT, Inc.
0%
-$8.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4328 | Longs Won 2436/4328 56% | Profit Factor 9.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $449,085.3 | Best Trade (Aug 14) $46.37M | Sharpe Ratio -19.39 |
| Average Loss -$60,914.03 | Worst Trade (Sep 14) -$4.52M | Z-Score -0.81 (58.37%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $226,137.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 11,155 | $1.48M | $1.64M | - | $154,110.75 | 10.4% | -0.191% |
| AAON Aaon Inc. | 11,687 | $1.12M | $882,017.89 | - | -$241,653.84 | -21.51% | -5.42% |
| AAPL Apple Inc. | 79,480 | $18.09M | $26.54M | - | $8.45M | 46.71% | +0.486% |
| ABBV AbbVie Inc. | 10,645 | $2.15M | $2.78M | - | $633,180.25 | 29.44% | +1.703% |
| ABEV Ambev S.A. | 14,190 | $32,263.06 | $43,208.55 | - | $10,945.49 | 33.93% | +0.828% |
| ABNB Airbnb, Inc. | 5,242 | $700,121.8 | $892,869.86 | - | $192,748.06 | 27.53% | +0.082% |
| ABR Arbor Realty Trust Inc. | 65,271 | $821,346.87 | $305,141.92 | - | -$516,204.95 | -62.85% | -1.058% |
| ACM Aecom | 22,586 | $2.28M | $1.45M | - | -$824,490.57 | -36.17% | +1.401% |
| ACN Accenture plc Class A | 10,306 | $2.59M | $2.01M | - | -$579,032.03 | -22.33% | +6.281% |
| ACWI iShares MSCI ACWI ETF | 1,963 | $228,473.59 | $312,450.71 | - | $83,977.12 | 36.76% | -0.674% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,799 | $441,339 | $442,753.65 | - | $1,414.65 | 0.32% | -1.165% |
| ADP Automatic Data Processing Inc. | 9,539 | $2.25M | $2.64M | - | $390,914.4 | 17.39% | +3.115% |
| ADSK Autodesk, Inc. | 9,272 | $2.91M | $2.13M | - | -$787,760.65 | -27.04% | +7.91% |
| ADT ADT Inc. | 378,399 | $3.06M | $2.7M | - | -$360,802.05 | -11.8% | +1.135% |
| AEP American Electric Power Company, Inc. | 1,603 | $219,282 | $196,014.84 | - | -$23,267.16 | -10.61% | -0.851% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,545 | $449,859 | $436,047.3 | - | -$13,811.7 | -3.07% | -0.042% |
| AHR American Healthcare REIT, Inc. | 3,826 | $200,482 | $204,977.95 | - | $4,495.95 | 2.24% | -0.004% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,646 | $384,705.25 | $382,283.1 | - | -$2,422.15 | -0.63% | -2.274% |
| AIT Applied Industrial Technologies Inc. | 5,560 | $1.46M | $1.77M | - | $310,695.81 | 21.26% | -1.554% |
| AIZ Assurant Inc. | 1,019 | $273,559 | $287,755.41 | - | $14,196.41 | 5.19% | -0.025% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Stephen Smith?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE All-World ex-US ETF - $44.75M, Dimensional International Value ETF - $36.84M, SPDR Portfolio S&P 500 Growth ETF - $28.34M, Avantis Emerging Markets Equity ETF - $26M, and Fidelity MSCI Information Technology Index ETF - $25.37M. 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: UnitedHealth Group Incorporated - $2.44M, iShares Core U.S. REIT ETF - $1.68M, Paylocity Holding Corporation - $1.28M, Innovative Industrial Properties Inc - $1.28M, and Accenture plc Class A - $958,370.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $188.86M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $20.15M, iShares Core S&P U.S. Value ETF - $10.69M, Vanguard FTSE All-World ex-US ETF - $9.34M, iShares Flexible Income Active ETF - $8.22M, and SPDR DoubleLine Total Return Tactical ETF - $8.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Smith's monthly returns?
Stephen Smith'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 Stephen Smith's strategy be considered aggressive or moderate?
Stephen Smith'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 Stephen Smith's strategy?
Stephen Smith'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.
