Courtney Lawson Portfolio
Invests via Autumn Glory Partners LLC | Managed by Autumn Glory Partners LLC, Peter “Jonathan” Adamson
Invests via Autumn Glory Partners LLC
Managed by Autumn Glory Partners LLC, Peter “Jonathan” Adamson
Automatically Tracked
Courtney Lawson Profile
Courtney Lawson has cultivated a distinctive career as an innovative entrepreneur, spearheading multiple successful ventures across the tech and consumer goods sectors. With a focus on identifying market gaps, her ability to leverage emerging trends has positioned her at the forefront of transformative business models. As a founder, she not only drives product development but also shapes strategic partnerships that enhance scalability and operational efficiency. Her unique blend of creative vision and pragmatic execution fuels growth initiatives while inspiring teams around her. Beyond building brands from the ground up, she actively participates in mentoring aspiring entrepreneurs, reinforcing her commitment to fostering innovation within communities.
Courtney Lawson has cultivated a distinctive career as an innovative entrepreneur, spearheading multiple successful ventures across the tech and consumer goods sectors. With a focus on identifying market gaps, her ability to leverage emerging trends has positioned her at the forefront of transformative business models. As a founder, she not only drives product development but also shapes strategic partnerships that enhance scalability and operational efficiency. Her unique blend of creative vision and pragmatic execution fuels growth initiatives while inspiring teams around her. Beyond building brands from the ground up, she actively participates in mentoring aspiring entrepreneurs, reinforcing her commitment to fostering innovation within communities.
Investment Philosophy & Strategy
With an entrepreneurial mindset, Courtney Lawson embraces opportunities to innovate within dynamic markets. Her track record in launching ventures reflects a keen awareness of customer demand and emerging trends. By focusing on scalability and operational improvement, she aligns her investments with transformative potential while actively seeking sectors ripe for disruption. This forward-thinking approach not only positions her as a leader in various industries but also inspires collaboration that enhances value creation across portfolios. In mentoring fellow entrepreneurs, she reinforces her commitment to nurturing new ideas and fostering a vibrant ecosystem of growth.
With an entrepreneurial mindset, Courtney Lawson embraces opportunities to innovate within dynamic markets. Her track record in launching ventures reflects a keen awareness of customer demand and emerging trends. By focusing on scalability and operational improvement, she aligns her investments with transformative potential while actively seeking sectors ripe for disruption. This forward-thinking approach not only positions her as a leader in various industries but also inspires collaboration that enhances value creation across portfolios. In mentoring fellow entrepreneurs, she reinforces her commitment to nurturing new ideas and fostering a vibrant ecosystem of growth.
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:
72.54%
Gain -0.08%
Monthly
0.78%
Yearly
9.76%
Drawdown
17.79%
$360.76M
Equity
Holdings
$360.76M
Investment
$298.05M
$81.08M
Profit -$435,614.73
Realized
$18.37M
Unrealized
$62.7M
Dividends
$24.23M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$435,614.73
Win %
73%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.42M
Win %
73%
This Month
Compared to last month
Gain
2.37%
Profit
$8.37M
Win %
73%
This Year
Compared to last year
Gain
2.27%
Profit
$8.26M
Win %
72%
PANW Palo Alto Networks, Inc.
+6.08%
+$46,957.87 
DVN Devon Energy Corporation
+4.97%
+$87,191.15 
LNG Cheniere Energy Inc.
+3.59%
+$19,817.18 
CNX CNX Resources Corporation
+3.27%
+$7,038.72 
JBL Jabil Inc.
+3.12%
+$8,271.69 
OKE ONEOK, Inc.
+3.1%
+$268,723.95 
XLE State Street Energy Select Sector SPDR ETF
+3.04%
+$36,217.32 
ISRG Intuitive Surgical Inc.
+3.02%
+$44,846.31 
FTNT Fortinet, Inc.
+2.88%
+$10,219.52 
CVX Chevron Corporation
+2.82%
+$110,585.51 
BP BP Plc Sponsored ADR
+2.78%
+$64,108.19 
XOM ExxonMobil Holdings Corporation
+2.74%
+$89,981.7 
MRVL Marvell Technology Inc.
+2.55%
+$5,997.26 
DMLP Dorchester Minerals, L.P. Common Units
+2.54%
+$6,080 
KMI Kinder Morgan Inc.
+2.4%
+$19,077.93 
ET Energy Transfer LP
+2.15%
+$26,892.57 
TXN Texas Instruments Inc.
+2.09%
+$33,147 
APH Amphenol Corp. Class A Common Stock
+1.87%
+$14,500.08 
WES Western Midstream Partners, LP
+1.87%
+$18,260 
WMB The Williams Companies, Inc.
+1.84%
+$70,647.2 
AMAT Applied Materials Inc.
+1.75%
+$22,008.83 
CSCO Cisco Systems, Inc.
+1.68%
+$20,317.44 
ORCL Oracle Corporation
+1.68%
+$5,094.1 
FCX Freeport-McMoRan Inc.
+1.5%
+$4,864.55 
LMT Lockheed Martin Corporation
+1.24%
+$6,142.57 
QCOM QUALCOMM Incorporated
+1.19%
+$3,255.12 
ASML ASML Holding N.V. NY Registered Shares
+1.18%
+$44,613.14 
ROK Rockwell Automation Inc.
+1.02%
+$6,236.58 
ARLP Alliance Resource Partners, L.P.
+1.01%
+$6,760 
GLW Corning Incorporated
+0.92%
+$3,220.5 
XLK State Street Technology Select Sector SPDR ETF
+0.88%
+$12,424 
PSX Phillips 66
+0.84%
+$11,764.34 
VGT Vanguard Information Technology ETF
+0.83%
+$13,249.24 
LAZ Lazard, Inc.
+0.82%
+$6,430.62 
MSFT Microsoft Corporation Common Stock
+0.79%
+$87,796.84 
EMR Emerson Electric Co.
+0.76%
+$8,960.97 
AVGO Broadcom Inc.
+0.72%
+$8,275.28 
SYK Stryker Corp.
+0.69%
+$2,990.54 
GRMN Garmin Ltd.
+0.6%
+$4,317.05 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.58%
+$4,018.78 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.46%
+$3,818.15 
VLO Valero Energy Corporation
+0.45%
+$2,051.59 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$9,335.74 
BKH Black Hills Corporation
+0.18%
+$420.56 
IBM International Business Machines Corporation
+0.17%
+$1,665.82 
AVUV Avantis U.S. Small Cap Value ETF
+0.15%
+$908.28 
IWF iShares Russell 1000 Growth ETF
+0.13%
+$2,327.9 
SCCO Southern Copper Corporation
+0.13%
+$460.01 
NVDA NVIDIA Corporation
+0.13%
+$7,800.64 
AAON AAON, Inc.
+0.1%
+$140.35 
CHY Calamos Convertible and High Income Fund
+0.09%
+$300 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$128.46 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.04%
+$614.77 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$150.63 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$85.68 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
FIX Comfort Systems USA Inc.
-8.24%
-$23,306.66 
T AT&T Inc.
-5.56%
-$38,437.03 
FLO Flowers Foods, Inc.
-4.83%
-$14,454.37 
CL Colgate-Palmolive Co.
-3.36%
-$33,221.6 
MHK Mohawk Industries Inc.
-3.29%
-$10,714.59 
LBTYA Liberty Global Ltd. Class A Common Shares
-3.26%
-$3,327.87 
PEP PepsiCo, Inc.
-2.72%
-$38,020.45 
PG The Procter & Gamble Company
-2.71%
-$71,836.8 
HD The Home Depot, Inc.
-2.64%
-$61,994.62 
KO The Coca-Cola Company
-2.15%
-$37,890.09 
MOG-A Moog Inc.
-2.11%
-$4,551.75 
CAT Caterpillar Inc.
-2.07%
-$6,210.71 
UHAL-B U-Haul Holding Company
-2.05%
-$8,540.82 
LLY Eli Lilly and Company
-1.99%
-$63,188.55 
MCD McDonald's Corporation
-1.91%
-$9,694.17 
JNJ Johnson & Johnson
-1.88%
-$104,787.27 
PRU Prudential Financial, Inc.
-1.84%
-$6,801.23 
PPLI People Inc.
-1.82%
-$9,592.67 
RTX RTX Corporation
-1.79%
-$38,798.63 
GSBD Goldman Sachs BDC, Inc.
-1.78%
-$6,346.16 
POST Post Holdings, Inc. Common Stock
-1.77%
-$4,444.25 
MRK Merck & Co., Inc.
-1.67%
-$17,837.53 
CASY Casey's General Stores, Inc.
-1.65%
-$3,772.8 
VDC Vanguard Consumer Staples ETF
-1.64%
-$3,676.59 
UBER Uber Technologies Inc.
-1.64%
-$6,692.99 
DHR Danaher Corp.
-1.54%
-$6,752.1 
CHRW C.H. Robinson Worldwide Inc.
-1.5%
-$15,572.78 
BX Blackstone Inc.
-1.43%
-$6,026.5 
VZ Verizon Communications Inc.
-1.43%
-$41,882.43 
UL Unilever PLC Sponsored ADR
-1.39%
-$69,815.1 
IMKTA Ingles Markets Inc. Class A Common Stock
-1.38%
-$3,276.87 
MS Morgan Stanley Common Stock
-1.37%
-$17,105.33 
HTLD Heartland Express, Inc.
-1.36%
-$2,472.4 
AMG Affiliated Managers Group, Inc.
-1.34%
-$4,242.58 
JPM JPMorgan Chase & Co.
-1.34%
-$46,318.6 
CCJ Cameco Corporation
-1.33%
-$3,769.5 
ABNB Airbnb Inc. Class A Common Stock
-1.26%
-$3,438.74 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.22%
-$5,208.34 
V Visa Inc. Class A
-1.21%
-$39,754.35 
TJX The TJX Companies, Inc.
-1.21%
-$2,714.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.19%
-$46,947.36 
L Loews Corp.
-1.11%
-$6,199.2 
PFE Pfizer Inc.
-1.1%
-$22,181.02 
XLI State Street Industrial Select Sector SPDR ETF
-1.1%
-$2,327.76 
GDX VanEck Gold Miners ETF
-1.09%
-$10,014.28 
AMGN Amgen Inc. Common Stock
-1.07%
-$3,263.99 
DASH DoorDash, Inc. Class A Common Stock
-1.05%
-$2,576.69 
FSK FS KKR Capital Corp.
-1.04%
-$1,210 
BN Brookfield Corporation
-1.03%
-$3,094.82 
MELI MercadoLibre Inc.
-1.03%
-$3,664.04 
SE Sea Limited Sponsored ADR
-1.02%
-$1,863.4 
XLF State Street Financial Select Sector SPDR ETF
-1.01%
-$12,057.75 
DEO Diageo plc Sponsored ADR
-0.99%
-$14,528.42 
SNA Snap-on Incorporated
-0.98%
-$11,909.4 
ARCC Ares Capital Corp.
-0.98%
-$2,318.97 
ECL Ecolab Inc.
-0.95%
-$3,593.51 
WMT Walmart Inc.
-0.93%
-$2,646.46 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.91%
-$36,334.74 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.91%
-$16,918.84 
MMM 3M Company
-0.91%
-$8,172.6 
GHC Graham Holdings Co. Class B Common Stock
-0.88%
-$23,642.3 
UPS United Parcel Service, Inc. Class B Common Stock
-0.88%
-$8,940.05 
VHT Vanguard Health Care ETF
-0.87%
-$28,141.58 
XLV State Street Health Care Select Sector SPDR ETF
-0.86%
-$2,687.88 
MOAT VanEck Morningstar Wide Moat ETF
-0.85%
-$6,311.1 
RSG Republic Services Inc.
-0.81%
-$3,185.47 
SO The Southern Company
-0.76%
-$9,587.84 
SBUX Starbucks Corp.
-0.73%
-$19,697.06 
OR OR Royalties Inc.
-0.72%
-$3,600 
MPWR Monolithic Power Systems Inc.
-0.71%
-$1,871.29 
OGE OGE Energy Corp.
-0.69%
-$21,069.8 
WTM White Mountains Insurance Group, Ltd.
-0.66%
-$15,924.6 
GS The Goldman Sachs Group, Inc.
-0.65%
-$2,034.56 
VPU Vanguard Utilities ETF
-0.64%
-$3,186.82 
VLTO Veralto Corporation
-0.64%
-$2,735.61 
SBRA Sabra Health Care REIT, Inc.
-0.64%
-$3,112.5 
PAYX Paychex Inc.
-0.63%
-$1,984.5 
DGRO iShares Core Dividend Growth ETF
-0.62%
-$56,742.35 
GD General Dynamics Corp.
-0.59%
-$13,968.9 
RY Royal Bank of Canada
-0.59%
-$1,792.5 
BAC Bank of America Corporation
-0.59%
-$3,396.02 
TSLA Tesla, Inc.
-0.57%
-$2,292.91 
GLD SPDR Gold Shares
-0.57%
-$5,780.3 
VIG Vanguard Dividend Appreciation ETF
-0.57%
-$4,983.15 
RWL Invesco S&P 500 Revenue ETF
-0.54%
-$28,692.19 
COWZ Pacer US Cash Cows 100 ETF
-0.52%
-$4,662.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.49%
-$5,908.68 
PAVE Global X U.S. Infrastructure Development ETF
-0.47%
-$3,740.41 
MDT Medtronic plc
-0.46%
-$21,131.44 
O Realty Income Corp.
-0.46%
-$2,729.23 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$3,109.98 
VOT Vanguard Mid-Cap Growth ETF
-0.44%
-$5,503.96 
BRK-A Berkshire Hathaway Inc.
-0.44%
-$3,633.89 
RIO Rio Tinto plc ADR
-0.44%
-$1,796.35 
WSO Watsco Inc.
-0.44%
-$1,368.01 
VTV Vanguard Morningstar Value ETF
-0.43%
-$38,794.28 
AUR Aurora Innovation Inc. Class A Common Stock
-0.41%
-$200 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$28,416.64 
IWD iShares Russell 1000 Value ETF
-0.39%
-$14,472.89 
GEV GE Vernova Inc.
-0.38%
-$1,645.18 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.35%
-$3,742.62 
MYRG MYR Group Inc.
-0.33%
-$835.84 
RPRX Royalty Pharma plc Class A Ordinary Shares
-0.3%
-$1,140 
SPG Simon Property Group Inc.
-0.28%
-$2,168.9 
RWR State Street SPDR Dow Jones REIT ETF
-0.28%
-$1,276.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.28%
-$2,198 
AAPL Apple Inc.
-0.27%
-$13,106.2 
DIS The Walt Disney Company
-0.27%
-$10,941.57 
HONA Honeywell Aerospace Inc.
-0.27%
-$2,732.08 
VB Vanguard Small-Cap ETF
-0.25%
-$3,824.11 
BA The Boeing Company
-0.23%
-$1,144.44 
VEA Vanguard FTSE Developed Markets ETF
-0.23%
-$13,167.52 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.22%
-$1,840.46 
WM Waste Management Inc.
-0.21%
-$502.01 
GILD Gilead Sciences Inc.
-0.21%
-$682.17 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.2%
-$2,323.08 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.2%
-$5,874.95 
VOO Vanguard S&P 500 ETF
-0.18%
-$63,001.92 
PHO Invesco Water Resources ETF
-0.17%
-$380.87 
AMZN Amazon.com Inc
-0.16%
-$3,881.06 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$426.89 
IWM iShares Russell 2000 ETF
-0.16%
-$1,577.56 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$16,714.74 
IVV iShares Core S&P 500 ETF
-0.16%
-$2,517.2 
IWB iShares Russell 1000 ETF
-0.16%
-$384.15 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$2,923.97 
ABBV AbbVie Inc.
-0.15%
-$4,567.5 
VTI Vanguard Total Stock Market ETF
-0.14%
-$18,417.8 
SYSB iShares Systematic Bond ETF
-0.14%
-$370.56 
GOOGL Alphabet Inc
-0.14%
-$8,211.28 
DFUS Dimensional U.S. Equity Market ETF
-0.13%
-$1,392.83 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.13%
-$1,143.45 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$2,994.97 
SPEM SPDR Portfolio Emerging Markets ETF
-0.12%
-$1,016.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$3,801.6 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$2,414.3 
SEB Seaboard Corporation
-0.09%
-$405.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$1,224.05 
BINC iShares Flexible Income Active ETF
-0.08%
-$4,969.51 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.07%
-$301 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-0.07%
-$180.21 
CEG Constellation Energy Corporation
-0.07%
-$149.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.06%
-$449.65 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$195.69 
GOOG Alphabet Inc
-0.05%
-$562.24 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.04%
-$163.13 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$148.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$91.26 
ZIM ZIM Integrated Shipping Services Ltd.
-0.03%
-$210 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$157.09 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$831.82 
VUG Vanguard Morningstar Growth ETF
-0.02%
-$632.07 
PGX Invesco Preferred ETF
0%
-$2.36 Events
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Dividends
Dividend Analysis
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| Trades 2299 | Longs Won 1325/2299 57% | Profit Factor 2.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,449.3 |
| Average Win $97,312.78 | Best Trade (Oct 21) $3.2M | Sharpe Ratio -15.13 |
| Average Loss -$49,137.79 | Worst Trade (Dec 31) -$1.17M | Z-Score 4.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $35,267.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON AAON, Inc. | 2,005 | $252,048.55 | $139,728.45 | - | -$112,320.1 | -44.56% | +0.101% |
| AAPL Apple Inc. | 13,796 | $3.56M | $4.79M | - | $1.23M | 34.39% | -0.273% |
| ABBV AbbVie Inc. | 10,875 | $1.91M | $3.1M | - | $1.19M | 62.28% | -0.147% |
| ABNB Airbnb Inc. Class A Common Stock | 1,556 | $222,663.62 | $270,043.8 | - | $47,380.18 | 21.28% | -1.257% |
| AMAT Applied Materials Inc. | 3,355 | $645,869.01 | $1.28M | - | $636,210.69 | 98.5% | +1.747% |
| AMG Affiliated Managers Group, Inc. | 802 | $191,297.4 | $312,972.48 | - | $121,675.08 | 63.61% | -1.337% |
| AMGN Amgen Inc. Common Stock | 680 | $223,435.97 | $300,886.41 | - | $77,450.44 | 34.66% | -1.073% |
| AMZN Amazon.com Inc | 9,466 | $1.64M | $2.37M | - | $725,873.05 | 44.25% | -0.164% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 13,046 | $383,161.02 | $358,960.69 | - | -$24,200.33 | -6.32% | -0.054% |
| APH Amphenol Corp. Class A Common Stock | 10,584 | $263,783.23 | $787,872.96 | - | $524,089.73 | 198.68% | +1.875% |
| ARCC Ares Capital Corp. | 12,535 | $262,482.9 | $233,213.67 | - | -$29,269.23 | -11.15% | -0.985% |
| ARLP Alliance Resource Partners, L.P. | 26,000 | $576,245 | $678,860 | - | $102,615 | 17.81% | +1.006% |
| ASML ASML Holding N.V. NY Registered Shares | 2,422 | $4.82M | $3.82M | - | -$994,182.41 | -20.63% | +1.18% |
| AUR Aurora Innovation Inc. Class A Common Stock | 10,000 | $52,400 | $48,400 | - | -$4,000 | -7.63% | -0.412% |
| AVGO Broadcom Inc. | 3,544 | $567,800.6 | $1.15M | - | $586,037.2 | 103.21% | +0.722% |
| AVUV Avantis U.S. Small Cap Value ETF | 5,046 | $439,859.82 | $616,873.5 | - | $177,013.68 | 40.24% | +0.147% |
| BA The Boeing Company | 2,601 | $548,067.91 | $486,673.11 | - | -$61,394.8 | -11.2% | -0.235% |
| BAC Bank of America Corporation | 11,320 | $438,518.34 | $574,829.6 | - | $136,311.26 | 31.08% | -0.587% |
| BINC iShares Flexible Income Active ETF | 123,928 | $6.5M | $6.28M | - | -$219,926.11 | -3.38% | -0.079% |
| BKH Black Hills Corporation | 3,004 | $208,537.64 | $238,667.8 | - | $30,130.16 | 14.45% | +0.177% |
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FAQ
Which stocks have generated the highest profits for Courtney Lawson?
The largest contributions to the portfolio's profits come from the following stocks: The Williams Companies, Inc - $3.46M, Franco-Nevada Corporation - $2.9M, Corning Incorporated - $2.67M, RTX Corporation - $2.54M, and Alphabet Inc - $2.5M. 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: Accenture plc - $1.14M, Invesco QQQ Trust, Series 1 - $1.05M, Nike, Inc. Class B Common Stock - $971,243.22, Vanguard Total Stock Market ETF - $818,623.4, and Devon Energy Corporation - $716,371.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Courtney Lawson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.23M earned over time. The largest contributors to dividend income include ONEOK, Inc - $1.56M, The Williams Companies, Inc - $813,874.5, Energy Transfer LP - $731,373.42, iShares Core Dividend Growth ETF - $679,013.23, and Vanguard S&P 500 ETF - $676,522.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Courtney Lawson's monthly returns?
Courtney Lawson'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 Courtney Lawson's strategy be considered aggressive or moderate?
Courtney Lawson'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 Courtney Lawson's strategy?
Courtney Lawson'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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