Ann Keitner Portfolio
Invests via Quantum Portfolio Management LLC | Managed by Ann Keitner
Invests via Quantum Portfolio Management LLC
Managed by Ann Keitner
Automatically Tracked
Ann Keitner Profile
Seasoned growth-stage investor and operator focused on scaling technology and consumer businesses. Ann Keitner builds portfolio value through strategic operational support, board governance and fundraising execution, working with founders on go-to-market, talent and M&A preparation. Background blends operational leadership and capital markets experience, with frequent roles on early-stage boards and as an active angel investor. Known for sourcing deal flow across fintech, SaaS and consumer sectors and aligning company strategy with institutional investors. Provides portfolio companies practical mentorship on KPIs, unit economics and exit readiness.
Seasoned growth-stage investor and operator focused on scaling technology and consumer businesses. Ann Keitner builds portfolio value through strategic operational support, board governance and fundraising execution, working with founders on go-to-market, talent and M&A preparation. Background blends operational leadership and capital markets experience, with frequent roles on early-stage boards and as an active angel investor. Known for sourcing deal flow across fintech, SaaS and consumer sectors and aligning company strategy with institutional investors. Provides portfolio companies practical mentorship on KPIs, unit economics and exit readiness.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with hands-on board involvement, prioritizing scalable SaaS, fintech and consumer models. Focuses on capital-efficient go-to-market expansion, unit-economics improvement and fundraising readiness, deploying seed-to-Series B capital alongside strategic operational support. Investment decisions balance conviction in founder-market fit with measurable KPIs and clear exit pathways; risk is managed through staged capital, milestone-based governance and active value creation via talent, M&A preparation and institutional investor alignment.
Combines operator-led, growth-stage investing with hands-on board involvement, prioritizing scalable SaaS, fintech and consumer models. Focuses on capital-efficient go-to-market expansion, unit-economics improvement and fundraising readiness, deploying seed-to-Series B capital alongside strategic operational support. Investment decisions balance conviction in founder-market fit with measurable KPIs and clear exit pathways; risk is managed through staged capital, milestone-based governance and active value creation via talent, M&A preparation and institutional investor alignment.
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:
46.87%
Gain -1.32%
Monthly
1.26%
Yearly
16.19%
Drawdown
17.72%
$9.52B
Equity
Holdings
$9.52B
Investment
$9.5B
$55.98M
Profit -$98.43M
Realized
$33.63M
Unrealized
$22.35M
Dividends
$237.04M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$98.43M
Win %
72%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$97.56M
Win %
72%
This Month
Compared to last month
Gain
0.08%
Profit
$7.91M
Win %
72%
This Year
Compared to last year
Gain
0.03%
Profit
$2.73M
Win %
70%
CME CME Group Inc.
+6.99%
+$11,688.9 
NRG NRG Energy, Inc.
+5.02%
+$14,819.62 
GDXJ VanEck Junior Gold Miners ETF
+4.86%
+$28,653.06 
CE Celanese Corporation
+4.23%
+$7,117.23 
MOS Mosaic Company
+4%
+$10,125.28 
AMG Affiliated Managers Group Inc.
+3.91%
+$28,478.16 
AVAV AeroVironment Inc.
+3.87%
+$7,470.73 
KSS Kohl's Corporation
+3.73%
+$29,557.88 
CEG Constellation Energy Corporation
+3.71%
+$27,137 
RGLD Royal Gold Inc.
+3.46%
+$17,734.31 
CHRD Chord Energy Corp
+3.4%
+$29,612.64 
AN AutoNation Inc.
+3.36%
+$39,340.62 
DOW Dow Inc.
+3.25%
+$15,806.34 
CLF Cleveland-Cliffs Inc.
+3.19%
+$7,375 
PTEN Patterson-UTI Energy Inc.
+3.13%
+$4,190.67 
GPK Graphic Packaging Holding Company
+3.03%
+$5,903.7 
SIVR abrdn Physical Silver Shares ETF
+2.96%
+$22,233.75 
VST Vistra Corp
+2.94%
+$29,771.72 
STX Seagate Technology Holdings plc
+2.91%
+$54,915.93 
SRE Sempra
+2.7%
+$5,635 
IMO Imperial Oil Limited
+2.6%
+$6,308.25 
CF CF Industries Holdings, Inc.
+2.55%
+$16,720.5 
AWI Armstrong World Industries, Inc.
+2.49%
+$16,150.68 
DVN Devon Energy Corporation
+2.48%
+$5,962.27 
FCX Freeport-McMoRan Inc.
+2.46%
+$7,721.56 
SLB Schlumberger Limited
+2.46%
+$4,549.09 
PR Permian Resources Corporation
+2.46%
+$18,404.56 
COPX Global X Copper Miners ETF
+2.42%
+$12,152.64 
NFLX Netflix, Inc.
+2.35%
+$22,829.44 
WDC Western Digital Corporation
+2.13%
+$24,052.34 
CW Curtiss-Wright Corporation
+2.09%
+$19,656.04 
BKR Baker Hughes Company
+2.07%
+$18,333.6 
M Macy's Inc.
+2.02%
+$11,704.32 
NI NiSource Inc.
+1.98%
+$9,412.2 
CNQ Canadian Natural Resources Limited
+1.98%
+$8,662.37 
SBSW Sibanye Stillwater Ltd - ADR
+1.98%
+$2,848.83 
MRK Merck & Co., Inc.
+1.81%
+$5,631.11 
AEP American Electric Power Company, Inc.
+1.72%
+$10,212.55 
CNP CenterPoint Energy Inc.
+1.66%
+$8,859.38 
WMB The Williams Companies, Inc.
+1.65%
+$27,196.65 
GLD SPDR Gold Shares
+1.63%
+$12,067.25 
IAU iShares Gold Trust
+1.61%
+$13,136.56 
SHLD Global X Defense Tech ETF
+1.58%
+$10,574.45 
FERG Ferguson Enterprises Inc
+1.58%
+$6,847.26 
LYG Lloyds Banking Group Plc ADR
+1.58%
+$5,941.42 
DOV Dover Corporation
+1.51%
+$18,560 
LKQ LKQ Corporation
+1.5%
+$3,571.87 
GPMT Granite Point Mortgage Trust Inc.
+1.49%
+$918,345.16 
TIGO Millicom International Cellular S.A.
+1.46%
+$28,104.48 
AWK American Water Works Company, Inc.
+1.43%
+$5,307.24 
XOM Exxon Mobil Corporation
+1.42%
+$12.24M 
JNJ Johnson & Johnson
+1.41%
+$10,855.99 
NEE NextEra Energy, Inc.
+1.39%
+$12,707.52 
AMD Advanced Micro Devices, Inc.
+1.37%
+$13,157.02 
EUAD STOXX Europe Aerospace & Defense ETF
+1.36%
+$7,276.05 
GILD Gilead Sciences Inc.
+1.36%
+$6,134.82 
PH Parker-Hannifin Corporation
+1.35%
+$5,234.97 
SON Sonoco Products Co.
+1.35%
+$3,563.1 
BC Brunswick Corporation
+1.35%
+$11,068.08 
ROAD Construction Partners, Inc. Class A Common Stock
+1.32%
+$3,026 
UTG Reaves Utility Income Fund
+1.31%
+$57.02M 
PG Procter & Gamble Co
+1.29%
+$6,520.74 
DBC Invesco DB Commodity Index Tracking Fund
+1.27%
+$5,644.12 
MLI Mueller Industries Inc.
+1.26%
+$5,488.72 
DY Dycom Industries Inc.
+1.24%
+$6,566.75 
WEC WEC Energy Group Inc.
+1.24%
+$6,024.75 
MLPX Global X MLP & Energy Infrastructure ETF
+1.23%
+$21,443.29 
IDV iShares International Select Dividend ETF
+1.21%
+$21,001.24 
PFGC Performance Food Group Co.
+1.18%
+$8,756.8 
UGI UGI Corporation
+1.18%
+$2,398.97 
NVMI Nova Ltd.
+1.17%
+$5,411.83 
ITA iShares U.S. Aerospace & Defense ETF
+1.13%
+$6,058 
MTZ MasTec, Inc. Common Stock
+1.12%
+$11,611.04 
GS The Goldman Sachs Group, Inc.
+1.11%
+$4,666.74 
ROST Ross Stores, Inc.
+1.08%
+$4,307.75 
COR Cencora, Inc.
+1.08%
+$5,081.58 
HLI Houlihan Lokey Inc.
+1.06%
+$5,793.12 
NDAQ Nasdaq, Inc.
+1.06%
+$6,858.24 
POR Portland General Electric Company
+1.06%
+$2,308.8 
SYNA Synaptics Incorporated
+1.05%
+$4,058.67 
UBS UBS Group AG
+1.04%
+$6,386.31 
WCC Wesco International Inc.
+1.03%
+$5,549.98 
ST Sensata Technologies Holding plc
+1%
+$2,916.48 
CLH Clean Harbors Inc.
+1%
+$10,431 
HDV iShares Core High Dividend ETF
+0.98%
+$8,221.12 
HAL Halliburton Company
+0.95%
+$6,186.28 
BLK BlackRock, Inc.
+0.94%
+$2,075.48 
CVX Chevron Corporation
+0.93%
+$3,739.77 
AMLP Alerian MLP ETF
+0.92%
+$10,411.5 
LNT Alliant Energy Corporation
+0.92%
+$5,609.91 
R Ryder System Inc.
+0.9%
+$6,307.44 
PAVE Global X U.S. Infrastructure Development ETF
+0.89%
+$10,341 
FAST Fastenal Co.
+0.89%
+$3,881.6 
CSCO Cisco Systems, Inc.
+0.86%
+$5,729.28 
EFV iShares MSCI EAFE Value ETF
+0.85%
+$51,004.42 
UI Ubiquiti Inc.
+0.85%
+$1,961.28 
ICLN iShares Global Clean Energy ETF
+0.84%
+$3,844.93 
HWM Howmet Aerospace Inc.
+0.81%
+$8,601.03 
CMC Commercial Metals Company
+0.81%
+$2,902.35 
AVDV Avantis International Small Cap Value ETF
+0.8%
+$2,291.63 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.79%
+$3,261.96 
IVLU iShares MSCI International Value Factor ETF
+0.76%
+$26,875.55 
MCK McKesson Corporation
+0.76%
+$13,737.86 
KMI Kinder Morgan, Inc.
+0.69%
+$2,864.7 
MU Micron Technology, Inc.
+0.66%
+$33,378.71 
SCHV Schwab U.S. Large-Cap Value ETF
+0.66%
+$17,163.67 
KEX Kirby Corporation
+0.66%
+$3,424.12 
FNDF Schwab Fundamental International Large Company Index ETF
+0.65%
+$17,405.6 
LNG Cheniere Energy Inc.
+0.61%
+$3,701.58 
CP Canadian Pacific Kansas City Limited
+0.61%
+$3,781.68 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.6%
+$21,807.45 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+0.6%
+$1,950.59 
EQIX Equinix, Inc.
+0.59%
+$3,532.73 
MCHP Microchip Technology Incorporated
+0.57%
+$3,640.87 
LIT GLOBAL X LITHIUM & BATTERY T
+0.55%
+$1,216.38 
NXPI NXP Semiconductors N.V.
+0.54%
+$1,797.25 
FLO Flowers Foods, Inc.
+0.53%
+$525.83 
PRMB Primo Brands Corp. Common Stock
+0.53%
+$1,728 
HBAN Huntington Bancshares Incorporated
+0.52%
+$950 
LIN Linde plc
+0.52%
+$2,586.52 
WCN Waste Connections Inc.
+0.49%
+$1,381.95 
BEN Franklin Resources Inc.
+0.47%
+$6,176.9 
QTUM Defiance Quantum ETF
+0.42%
+$4,186.6 
PNW Pinnacle West Capital Corporation
+0.37%
+$2,788.3 
IVE ISHARES S&P 500 VALUE ETF
+0.37%
+$3,081.74 
RSP Invesco S&P 500 Equal Weight ETF
+0.34%
+$396,819.24 
GOOG Alphabet Inc
+0.32%
+$15,881.88 
HUBB Hubbell Inc.
+0.32%
+$979.34 
ORCL Oracle Corporation
+0.32%
+$831.06 
BAC Bank of America Corporation
+0.3%
+$1,129.98 
MSI Motorola Solutions, Inc.
+0.28%
+$2,017.05 
AZN AstraZeneca PLC American Depositary Shares
+0.28%
+$1,457.31 
MEDP Medpace Holdings Inc.
+0.27%
+$999.68 
IWD iShares Russell 1000 Value ETF
+0.26%
+$8,196.48 
PWR Quanta Services Inc.
+0.25%
+$2,081.73 
HPI John Hancock Preferred Income Fund
+0.22%
+$1.99M 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.17%
+$2,796.66 
GOOGL Alphabet Inc
+0.16%
+$6,149.73 
NVS Novartis AG Sponsored ADR
+0.16%
+$719.25 
IWX iShares Russell Top 200 Value ETF
+0.16%
+$1,420.35 
L Loews Corporation
+0.16%
+$1,549.98 
SGI Somnigroup International Inc.
+0.14%
+$1,837.87 
WELL Welltower Inc.
+0.13%
+$1,365.12 
BNTX BioNTech SE
+0.12%
+$250.91 
ONB Old National Bancorp
+0.1%
+$390 
SMH VanEck Semiconductor ETF
+0.09%
+$830.44 
JPM JPMorgan Chase & Co.
+0.07%
+$904.26 
ADI Analog Devices, Inc.
+0.07%
+$291.75 
AGX Argan Inc.
+0.06%
+$2,687.76 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$156 
AMP Ameriprise Financial, Inc.
+0.02%
+$148.92 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$66.5 
BKF iShares MSCI BIC ETF
+0.01%
+$82.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$286,687.17 
GEV GE Vernova Inc.
-6.69%
-$48,439.49 
APPF Appfolio Inc.
-4.43%
-$52,213.92 
PLTR Palantir Technologies Inc.
-4.09%
-$63,197.2 
SOFI SoFi Technologies, Inc.
-3.35%
-$32,435.84 
CVNA Carvana Co.
-3.26%
-$7,425.8 
ADSK Autodesk, Inc.
-3.01%
-$7,105.65 
NU Nu Holdings Ltd.
-2.78%
-$11,760.8 
SPOT Spotify Technology S.A.
-2.73%
-$13,311.95 
SHOP Shopify Inc.
-2.52%
-$8,344.12 
META Meta Platforms Inc Class A
-2.29%
-$60,719.59 
AON Aon plc
-2.24%
-$10,661.04 
MDB MongoDB Inc.
-2.09%
-$6,646.08 
IGV iShares Expanded Tech-Software Sector ETF
-2.08%
-$10,001.25 
SAP SAP SE Sponsored ADR
-2.07%
-$6,473.07 
MSFT Microsoft Corp.
-1.95%
-$78,763.15 
SQ Block, Inc.
-1.94%
-$7,617.18 
CAI Caris Life Sciences, Inc.
-1.91%
-$3,684 
SE Sea Ltd.
-1.78%
-$21,816.27 
AAL American Airlines Group Inc.
-1.64%
-$8,738 
DECK Deckers Outdoor Corporation
-1.61%
-$4,980 
LLY Eli Lilly and Company
-1.49%
-$4,097.34 
IBN ICICI Bank Limited Sponsored ADR
-1.45%
-$6,096.52 
INOD Innodata Inc.
-1.43%
-$6,544.72 
ACGL Arch Capital Group Ltd
-1.4%
-$9,486.56 
IBKR Interactive Brokers Group Inc.
-1.35%
-$8,715.24 
APH Amphenol Corporation
-1.3%
-$18,630.4 
ARGX argenx SE American Depositary Receipt
-1.29%
-$3,466.03 
JKHY Jack Henry & Associates, Inc.
-1.29%
-$2,511.36 
AMZN Amazon.com Inc
-1.27%
-$45,016.65 
AMCR Amcor plc
-1.27%
-$20,282.9 
WFC Wells Fargo & Company
-1.22%
-$3,745 
VMI Valmont Industries, Inc.
-1.15%
-$6,115.68 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$8,640 
WEX Wex Inc.
-1.12%
-$6,593.87 
VRT Vertiv Holdings Co
-1.1%
-$17,384.7 
FYC First Trust Small Cap Growth Fund
-1.06%
-$16,996.87 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$4,109.13 
RC Ready Capital Corporation
-0.97%
-$786,626.08 
AXS AXIS Capital Holdings Limited
-0.95%
-$9,603.99 
AXP American Express Company
-0.95%
-$7,532.46 
VRSN Verisign Inc.
-0.89%
-$4,315.77 
AAPL Apple Inc.
-0.87%
-$143,237.74 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.86%
-$3,921.75 
TTWO Take-Two Interactive Software, Inc.
-0.84%
-$11,271.36 
WMT Walmart Inc.
-0.81%
-$7,826.4 
TSLX Sixth Street Specialty Lending Inc.
-0.76%
-$1.93M 
HHH Howard Hughes Holdings Inc.
-0.76%
-$1,986.67 
WTM White Mountains Insurance Group Ltd.
-0.76%
-$1,588.8 
HOOD Robinhood Markets, Inc.
-0.75%
-$4,224.2 
LRCX Lam Research Corporation
-0.74%
-$21,189.74 
XRAY Dentsply Sirona Inc.
-0.73%
-$1,168.3 
AVTR Avantor Inc.
-0.73%
-$817.52 
IWO iShares Russell 2000 Growth ETF
-0.71%
-$31,847.08 
CDNS Cadence Design Systems, Inc.
-0.7%
-$3,223.44 
VTWG Vanguard Russell 2000 Growth ETF
-0.66%
-$2,762.03 
EBC Eastern Bankshares, Inc.
-0.61%
-$7,053.06 
ENTG Entegris, Inc.
-0.61%
-$2,311.92 
LOPE Grand Canyon Education Inc.
-0.61%
-$1,711.08 
AFG American Financial Group Inc.
-0.57%
-$2,837.43 
SBRA Sabra Health Care REIT, Inc.
-0.57%
-$2,570.5 
CBRE CBRE Group Inc.
-0.56%
-$6,221.6 
DOC Healthpeak Properties, Inc.
-0.55%
-$3,671.5 
ISRG Intuitive Surgical, Inc.
-0.54%
-$1,261.47 
TER Teradyne, Inc.
-0.5%
-$4,658.15 
CHRW C.H. Robinson Worldwide, Inc.
-0.5%
-$5,333.12 
SPGP Invesco S&P 500 GARP ETF
-0.46%
-$3,975.34 
BIZD VanEck BDC Income ETF
-0.44%
-$181,283.96 
ROKU Roku, Inc.
-0.42%
-$2,522.35 
FNB F.N.B. Corporation
-0.39%
-$1,202.33 
IWF iShares Russell 1000 Growth ETF
-0.39%
-$16,246.96 
EEM iShares MSCI Emerging Markets ETF
-0.37%
-$24,320.88 
BXSL Blackstone Secured Lending Fund
-0.36%
-$136,178.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.36%
-$14,315.79 
HTGC Hercules Capital Inc.
-0.34%
-$1.06M 
COLD Americold Realty Trust
-0.33%
-$834.5 
ACN Accenture plc Class A
-0.32%
-$610.65 
EVR Evercore Inc.
-0.27%
-$1,239.69 
BANF BancFirst Corporation
-0.26%
-$745.58 
COST Costco Wholesale Corporation
-0.26%
-$3,531.34 
KLAC KLA Corporation
-0.25%
-$1,545.5 
V Visa Inc. Class A
-0.23%
-$1,043.27 
TSLA Tesla, Inc.
-0.22%
-$1,768 
QQQ Invesco QQQ Trust, Series 1
-0.22%
-$2,718.1 
STWD Starwood Property Trust Inc.
-0.21%
-$3.93M 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.2%
-$3,391.7 
FXO First Trust Financials AlphaDEX Fund
-0.17%
-$577.83 
QUAL iShares MSCI USA Quality Factor ETF
-0.17%
-$1,273.54 
DGX Quest Diagnostics Inc.
-0.17%
-$2,602.95 
FTRB Federated Hermes Total Return Bond ETF
-0.16%
-$8,147.53 
MDT Medtronic plc
-0.14%
-$561.09 
JNK SPDR Bloomberg High Yield Bond ETF
-0.14%
-$2,127.45 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.13%
-$297.9 
SHC Sotera Health Company
-0.12%
-$744.94 
ORLY O'Reilly Automotive Inc.
-0.11%
-$343.6 
MKSI MKS Instruments Inc.
-0.1%
-$473.96 
FRO Frontline plc
-0.09%
-$656.91 
SPG Simon Property Group, Inc.
-0.08%
-$1,005.48 
WBD Warner Bros. Discovery, Inc.
-0.08%
-$286.14 
LH Labcorp Holdings Inc.
-0.07%
-$902.07 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.07%
-$260.4 
NVDA NVIDIA Corporation
-0.07%
-$6,531.3 
ASML ASML Holding N.V. New York Registry Shares
-0.06%
-$870.3 
XSMO Invesco S&P SmallCap Momentum ETF
-0.06%
-$577.05 
VWO Vanguard FTSE Emerging Markets ETF
-0.04%
-$916.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.04%
-$128,449.16 
AVGO Broadcom Inc.
-0.03%
-$916.51 
KBWB Invesco KBW Bank ETF
-0.02%
-$63.06 
FIVE Five Below, Inc.
-0.01%
-$151.86 
EFG iShares MSCI EAFE Growth ETF
-0.01%
-$32.76 Events
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Dividends
Dividend Analysis
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| Trades 2373 | Longs Won 1350/2373 56% | Profit Factor 1.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.95M |
| Average Win $197,556.71 | Best Trade (Jul 24) $126.1M | Sharpe Ratio -0.76 |
| Average Loss -$205,983.16 | Worst Trade (Jul 24) -$99.83M | Z-Score -1.19 (76.76%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $23,590.72 |
| 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% | 1.25% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ann Keitner?
The largest contributions to the portfolio's profits come from the following stocks: Starwood Property Trust Inc - $107.73M, Reaves Utility Income Fund - $65.82M, John Hancock Preferred Income Fund - $21.14M, Hercules Capital Inc - $9.06M, and Sixth Street Specialty Lending Inc - $6.25M. 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: Celanese Corporation - $453,369.04, AeroVironment Inc - $365,328.56, ONEOK, Inc - $261,393.25, Westlake Corporation - $257,021.62, and Aecom - $228,941.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ann Keitner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $237.04M earned over time. The largest contributors to dividend income include Starwood Property Trust Inc - $107.74M, Reaves Utility Income Fund - $65.81M, John Hancock Preferred Income Fund - $21.14M, Hercules Capital Inc - $9.06M, and Sixth Street Specialty Lending Inc - $6.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ann Keitner's monthly returns?
Ann Keitner'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 Ann Keitner's strategy be considered aggressive or moderate?
Ann Keitner's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ann Keitner's strategy?
Ann Keitner'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.
