CSF
Cathy S. Freeman Portfolio
Invests via Cadence Bank | Managed by Cathy S. Freeman
Invests via Cadence Bank
Managed by Cathy S. Freeman
Automatically Tracked
Cathy S. Freeman Profile
Cathy S. Freeman is a distinguished figure in the world of sports and social advocacy, known for her remarkable career as an Olympic athlete. Her tenure at the top of competitive athletics culminated in winning a gold medal in the 400 meters at the Sydney 2000 Olympics, marking a significant moment for Australia’s Indigenous community. Beyond her athletic achievements, she has transitioned into various roles that focus on empowering youth and promoting health through physical activity. Freeman's influence extends into business ventures aimed at creating opportunities within communities, illustrating her commitment to inspiring future generations while driving social change.
Cathy S. Freeman is a distinguished figure in the world of sports and social advocacy, known for her remarkable career as an Olympic athlete. Her tenure at the top of competitive athletics culminated in winning a gold medal in the 400 meters at the Sydney 2000 Olympics, marking a significant moment for Australia’s Indigenous community. Beyond her athletic achievements, she has transitioned into various roles that focus on empowering youth and promoting health through physical activity. Freeman's influence extends into business ventures aimed at creating opportunities within communities, illustrating her commitment to inspiring future generations while driving social change.
Investment Philosophy & Strategy
Through a unique lens of empowerment and community impact, Cathy S. Freeman approaches her investment activities with a focus on fostering sustainable growth in underrepresented areas. Drawing from her illustrious background as an Olympic champion, she emphasizes strategic engagement that benefits local communities while driving entrepreneurial initiatives. With an entrepreneurial mindset, decision-making tends to prioritize ventures that align with social advocacy and youth development. By leveraging her platform, there is a consistent commitment to create opportunities that not only uplift individuals but also stimulate broader economic advancement.
Through a unique lens of empowerment and community impact, Cathy S. Freeman approaches her investment activities with a focus on fostering sustainable growth in underrepresented areas. Drawing from her illustrious background as an Olympic champion, she emphasizes strategic engagement that benefits local communities while driving entrepreneurial initiatives. With an entrepreneurial mindset, decision-making tends to prioritize ventures that align with social advocacy and youth development. By leveraging her platform, there is a consistent commitment to create opportunities that not only uplift individuals but also stimulate broader economic advancement.
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:
39.66%
Gain +0.5%
Monthly
0.69%
Yearly
8.65%
Drawdown
20.16%
$2.01B
Equity
Holdings
$2.01B
Investment
$971.51M
$1.04B
Profit +$10.07M
Realized
$0
Unrealized
$1.04B
Dividends
$377.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.5%
Profit
$10.07M
Win %
71%
This Week
Compared To Last Week
Gain
0.33%
Profit
$6.52M
Win %
71%
This Month
Compared to last month
Gain
3.03%
Profit
$59.26M
Win %
71%
This Year
Compared to last year
Gain
18.59%
Profit
$315.53M
Win %
71%
REIPX T. Rowe Price Equity Income Fund I Class
+34.57%
+$643,800.61 
AGN Allergan PLC
+18%
+$228,189.44 
BMY Bristol-Myers Squibb Company
+4.61%
+$18,640.62 
DG Dollar General Corporation
+3.95%
+$100,736.48 
GILD Gilead Sciences Inc.
+3.8%
+$258,705 
MRK Merck & Co., Inc.
+3.8%
+$228,778.81 
LMT Lockheed Martin Corporation
+3.61%
+$15,114.28 
RHHBY Roche Holding AG
+3.53%
+$37,929.7 
GSK GSK plc Sponsored ADR
+3.46%
+$9,351.17 
WMT Walmart Inc.
+3.46%
+$310,939.32 
CAH Cardinal Health Inc.
+3.35%
+$271,229.06 
ABBV AbbVie Inc.
+3.32%
+$238,524.74 
CVS CVS Health Corporation
+3.24%
+$93,614.92 
AMGN Amgen Inc.
+3.21%
+$64,226.75 
PM Philip Morris International Inc.
+3.16%
+$286,000.01 
CL Colgate-Palmolive Company
+3.15%
+$18,530.84 
MUSA Murphy USA Inc.
+2.96%
+$16.03M 
PFE Pfizer Inc.
+2.96%
+$74,940.41 
ICLR ICON plc
+2.82%
+$30,002.4 
VFC V.F. Corporation
+2.55%
+$2,429.64 
ULTA Ulta Beauty Inc.
+2.32%
+$13,849.42 
PG Procter & Gamble Co
+2.28%
+$42,246.45 
VRSK Verisk Analytics Inc.
+2.23%
+$22,298.82 
MO Altria Group, Inc.
+2.19%
+$16,833.54 
JNJ Johnson & Johnson
+2.13%
+$22,387.2 
CEVZX Columbia Global Value Fund Institutional Class
+2.11%
+$14,507.7 
VZ Verizon Communications Inc.
+2.04%
+$55,959.64 
CVX Chevron Corporation
+1.98%
+$82,592.4 
ADBE Adobe Inc.
+1.86%
+$19,645.96 
KO The Coca-Cola Company
+1.85%
+$134,535.2 
BTI British American Tobacco p.l.c. ADR
+1.81%
+$4,074.34 
BIIB Biogen Inc.
+1.72%
+$7,808.91 
XOM Exxon Mobil Corporation
+1.68%
+$226,825.52 
ADP Automatic Data Processing Inc.
+1.6%
+$9,061.02 
PSX Phillips 66
+1.56%
+$11,354.42 
PEP PepsiCo, Inc.
+1.55%
+$64,856.34 
SO The Southern Company
+1.44%
+$24,944.07 
A Agilent Technologies Inc.
+1.4%
+$8,416.8 
BMRN Biomarin Pharmaceutical Inc.
+1.4%
+$2,049.72 
NUE Nucor Corporation
+1.3%
+$93,229.18 
APD Air Products and Chemicals, Inc.
+1.24%
+$64,984.71 
DUK Duke Energy Corporation
+1.23%
+$6,922.3 
BRK-A Berkshire Hathaway Inc.
+1.22%
+$28,465.5 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$39,006.06 
JPM JPMorgan Chase & Co.
+1.16%
+$82,786.55 
KMB Kimberly-Clark Corporation
+1.14%
+$4,142.88 
MCD McDonald's Corporation
+1.06%
+$35,014.86 
UPS United Parcel Service, Inc.
+1.04%
+$38,346.66 
COP ConocoPhillips
+1.02%
+$10,359.36 
BCE BCE Inc.
+0.97%
+$1,101.24 
T AT&T Inc.
+0.87%
+$20,389.5 
SVAIX Federated Hermes Strategic Value Dividend Fund Institutional Shares
+0.86%
+$36,764.28 
DHR Danaher Corporation
+0.83%
+$14,632.64 
NSC Norfolk Southern Corporation
+0.81%
+$72,377.83 
D Dominion Energy, Inc.
+0.8%
+$1,446.5 
TSN Tyson Foods Inc.
+0.8%
+$3,117.5 
TTE TotalEnergies SE
+0.78%
+$3,989.58 
SDY SPDR S&P Dividend ETF
+0.76%
+$2,711.68 
VLO Valero Energy Corporation
+0.73%
+$154,453.04 
BLK BlackRock, Inc.
+0.72%
+$87,699.24 
MUR Murphy Oil Corporation
+0.69%
+$1.14M 
GD General Dynamics Corporation
+0.67%
+$42,745.92 
ACN Accenture plc Class A
+0.66%
+$6,935.65 
MAN ManpowerGroup Inc.
+0.62%
+$965.44 
BP BP p.l.c. Sponsored ADR
+0.58%
+$17,228.68 
WLK Westlake Corporation
+0.57%
+$2,418.15 
HD The Home Depot, Inc.
+0.54%
+$3,033.74 
AAPL Apple Inc.
+0.49%
+$384,486.24 
MHK Mohawk Industries, Inc.
+0.44%
+$866.02 
SWKS Skyworks Solutions Inc.
+0.43%
+$2,644.29 
SJM The J.M. Smucker Company
+0.42%
+$7,498.53 
DIS The Walt Disney Company
+0.38%
+$9,361.94 
RHI Robert Half Inc.
+0.37%
+$1,218.1 
THO Thor Industries Inc.
+0.37%
+$1,348.8 
ABT Abbott Laboratories
+0.35%
+$2,474.64 
ADSK Autodesk, Inc.
+0.31%
+$5,147.5 
UBSI United Bankshares, Inc.
+0.22%
+$5,139.7 
VTV Vanguard Value ETF
+0.21%
+$11,750 
WFC Wells Fargo & Company
+0.2%
+$9,522.56 
VVIAX Vanguard Value Index Fund Admiral Shares
+0.2%
+$1,786.7 
HON Honeywell International Inc.
+0.15%
+$2,776.97 
FMSTX Federated Hermes MDT Large Cap Value Fund Institutional Shares
+0.12%
+$407.95 
MDISX Franklin Mutual Global Discovery Fund Class Z
+0.09%
+$57,896.91 
PRU Prudential Financial, Inc.
+0.07%
+$4,092.88 
HRC Hill-Rom Holdings Inc
+0.03%
+$142.7 
WTW Willis Towers Watson Public Limited Company
+0.01%
+$35.23 
ATRI Atrion Corp
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CIZN Citizens Holding Company
0%
$0 
DISCA Discovery Inc
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
HI Hillenbrand Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VLEEY Valeo SE Sponsored ADR
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
TIBIX Thornburg Investment Income Builder Fund
0%
$0 
OAKIX Oakmark International Fund Investor Class
0%
$0 
PRFDX T. Rowe Price Equity Income Fund
0%
$0 
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6
0%
$0 
MISGX Meridian Small Cap Growth Fund Investor Shares
0%
$0 
JVMIX John Hancock Funds III Disciplined Value Mid Cap Fund Class I
0%
$0 
LLPFX Longleaf Partners Fund
0%
$0 
BXS BancorpSouth Bank
0%
$0 
FINSX Fidelity Advisor New Insights Fund - Class I
0%
$0 
GCGIX Goldman Sachs Large Cap Growth Insights Fund Institutional Class
0%
$0 
PDLI PDL BioPharma Inc
0%
$0 
TIF Tiffany & Co
0%
$0 
TSS Total System Services Inc
0%
$0 
CTB Cooper Tire & Rubber Co
0%
$0 
UTX United Technologies Corp
0%
$0 
WBC WABCO Holdings Inc
0%
$0 
CELG Celgene Corp
0%
$0 
LM Legg Mason Inc
0%
$0 
USAK USA Truck Inc
0%
$0 
RTN Raytheon Co
0%
$0 AET
AET
0%
$0 PX
PX
0%
$0 ASX
ASX
0%
$0 STI
STI
0%
$0 ESRX
ESRX
0%
$0 S
S
0%
$0 DWDP
DWDP
0%
$0 DEL
DEL
0%
$0 VNTV
VNTV
0%
$0 OZRK
OZRK
0%
$0 SIRI
SIRI
0%
$0 UFPI
UFPI
0%
$0 AZSE
AZSEY
0%
$0 
RDS-A Shell plc
0%
$0 AZN
AZN
0%
$0 3159
315911206
0%
$0 2620
26200Q105
0%
$0 9220
922042791
0%
$0 4410
44107TAX4
0%
$0 9282
92826C201
0%
$0 COO
COO
0%
$0 TEN
TEN
0%
$0 
SNBR Sleep Number Corporation
-31.71%
-$71.18 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-9.35%
-$283,860.75 
ORCL Oracle Corporation
-8.83%
-$75,533.15 
ALK Alaska Air Group Inc.
-5.5%
-$13,782.08 
LRCX Lam Research Corporation
-4.71%
-$520,488.83 
NTGR Netgear Inc.
-4.68%
-$25,335.34 
INTC Intel Corporation
-4.56%
-$640,691.52 
ETN Eaton Corporation plc
-4.54%
-$745,239.78 
GT The Goodyear Tire & Rubber Company
-3.95%
-$8,169.66 
AMAT Applied Materials, Inc.
-3.79%
-$74,173.32 
APH Amphenol Corporation
-3.73%
-$388,966.4 
DAL Delta Air Lines, Inc.
-3.67%
-$109,523.36 
EVR Evercore Inc.
-3.6%
-$50,724.05 
DY Dycom Industries Inc.
-3.59%
-$43,134.12 
LUV Southwest Airlines Co.
-3.22%
-$8,704.95 
CLSPX Columbia Select Mid Cap Growth Fund Institutional Class
-3.21%
-$7,771.35 
CAT Caterpillar Inc.
-3.08%
-$100,055.28 
SNPS Synopsys, Inc.
-2.95%
-$50,213.55 
NTRS Northern Trust Corporation
-2.89%
-$16,843.2 
IPGP IPG Photonics Corporation
-2.87%
-$2,888.5 
SMCAY SMC Corporation Sponsored ADR
-2.87%
-$10,242.67 
HKXCY Hong Kong Exchanges and Clearing Ltd.
-2.85%
-$9,461.28 
RCL Royal Caribbean Group
-2.56%
-$22,816.8 
TXN Texas Instruments Inc
-2.5%
-$38,052.05 
FBGRX Fidelity Blue Chip Growth Fund
-2.4%
-$42,577.46 
QCOM QUALCOMM Incorporated
-2.4%
-$162,502.24 
VBK Vanguard Small-Cap Growth ETF
-2.38%
-$40,249.95 
HSLYX Hartford Small Cap Growth Fund Class Y
-2.34%
-$10,263.48 
POGRX Primecap Odyssey Growth Fund
-2.29%
-$122,835.98 
SBGI Sinclair, Inc.
-2.21%
-$4,295.76 
PRUFX T. Rowe Price Growth Stock Fund I Class
-2.17%
-$40,687.15 
PRGFX T. Rowe Price Growth Stock Fund
-2.17%
-$1.72M 
NWL Newell Brands Inc.
-2.15%
-$8,812.2 
VIGAX Vanguard Growth Index Fund Admiral Shares
-2.09%
-$44,059.9 
PII Polaris Inc.
-1.98%
-$3,772.98 
VOOG Vanguard S&P 500 Growth ETF
-1.96%
-$24,102.6 
MSGRX Meridian Small Cap Growth Fund Institutional Class
-1.91%
-$7,403.76 
COF Capital One Financial Corporation
-1.88%
-$146,228.69 
HOG Harley-Davidson Inc.
-1.86%
-$15,702.9 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-1.82%
-$11,149.02 
C Citigroup Inc.
-1.81%
-$10,170 
AMG Affiliated Managers Group Inc.
-1.8%
-$13,064.38 
MSFT Microsoft Corp.
-1.8%
-$492,118.72 
TROW T. Rowe Price Group, Inc.
-1.75%
-$12,326.28 
GOOGL Alphabet Inc
-1.74%
-$205,075.67 
SUBCY Subsea 7 S.A.
-1.56%
-$10,551.37 
SKM SK Telecom Co., Ltd.
-1.54%
-$3,889.14 
FZANX Fidelity Advisor New Insights Fund - Class Z
-1.51%
-$55,823.04 
VB Vanguard Small-Cap ETF
-1.51%
-$124,314.67 
KDDIY KDDI Corporation
-1.48%
-$4,383.45 
GOGIX John Hancock International Growth Fund Class I
-1.48%
-$1.32M 
JIGTX John Hancock Funds III International Growth Fund
-1.48%
-$34,802.88 
FTV Fortive Corporation
-1.43%
-$3,830.1 
THRM Gentherm Inc.
-1.42%
-$3,160.52 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-1.38%
-$386,688.4 
RPTIX T. Rowe Price Mid-Cap Growth Fund
-1.37%
-$7,505.45 
CGEMY Capgemini SE Unsponsored ADR
-1.35%
-$5,297.4 
MGA Magna International Inc.
-1.32%
-$13,272.38 
FISV Fiserv, Inc.
-1.26%
-$9,611.1 
IBM International Business Machines Corporation
-1.26%
-$63,161.45 
CSCO Cisco Systems, Inc.
-1.24%
-$121,751.63 
NSVAX Columbia Small Cap Value Fund II Class I
-1.19%
-$2,017.44 
FGFLX Federated Hermes International Leaders Fund - Institutional Shares
-1.19%
-$4,230.46 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$197,326.8 
V Visa Inc. Class A
-1.17%
-$60,787.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$7,419.24 
VO Vanguard Mid-Cap ETF
-1.16%
-$174,098.91 
CFG Citizens Financial Group, Inc.
-1.15%
-$9,529.42 
VEU Vanguard FTSE All-World ex-US ETF
-1.15%
-$4,545.75 
GM General Motors Company
-1.13%
-$60,050.26 
IX Orix Corporation Sponsored ADR
-1.11%
-$24,589.75 
VFINX Vanguard 500 Index Fund Investor Shares
-1.11%
-$13,605.87 
VOO Vanguard S&P 500 ETF
-1.09%
-$14,856.3 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$15,154.86 
CRI Carter's Inc.
-1.07%
-$1,213.46 
MGC Vanguard Mega Cap ETF
-1.06%
-$1.12M 
TRMK Trustmark Corporation
-1.01%
-$11,005.2 
HSBC HSBC Holdings plc Sponsored ADR
-0.99%
-$4,480.98 
AER AerCap Holdings N.V.
-0.95%
-$7,407.36 
AXP American Express Company
-0.93%
-$70,400.16 
MET MetLife Inc.
-0.92%
-$83,774.4 
JVLIX John Hancock Funds III Disciplined Value Fund Class I
-0.85%
-$525,579.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.84%
-$11,392.75 
NTES NetEase, Inc. American Depositary Receipt
-0.83%
-$10,387.55 
EPD Enterprise Products Partners L.P.
-0.69%
-$2,161 
RNST Renasant Corporation
-0.69%
-$14,005.98 
CHKP Check Point Software Technologies Ltd.
-0.67%
-$3,468 
BBT Beacon Financial Corporation
-0.66%
-$12,900.78 
SSD Simpson Manufacturing Co., Inc.
-0.65%
-$5,785.31 
CMI Cummins Inc.
-0.64%
-$5,037.51 
UTHR United Therapeutics Corporation
-0.62%
-$10,885.01 
VWNAX Vanguard Windsor II Fund Admiral Shares
-0.5%
-$1,427.39 
SFNC Simmons First National Corporation
-0.5%
-$2,339.94 
SWK Stanley Black & Decker Inc.
-0.46%
-$962.22 
RF Regions Financial Corporation
-0.44%
-$6,592.8 
GNTX Gentex Corporation
-0.43%
-$2,729.97 
UBVLX Undiscovered Managers Behavioral Value Fund Class L
-0.43%
-$144,302.4 
MFC Manulife Financial Corporation
-0.42%
-$19,867.54 
F Ford Motor Company
-0.41%
-$1,250.9 
OXY Occidental Petroleum Corporation
-0.39%
-$944.88 
BAX Baxter International Inc.
-0.36%
-$964.53 
JAZZ Jazz Pharmaceuticals plc
-0.35%
-$1,537 
SPGI S&P Global Inc.
-0.35%
-$28,013.76 
SYK Stryker Corporation
-0.33%
-$5,602.32 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$667.17 
FRFHF Fairfax Financial Holdings Limited
-0.28%
-$5,791.5 
CTBI Community Trust Bancorp Inc.
-0.26%
-$1,946.93 
KMI Kinder Morgan, Inc.
-0.24%
-$12,536.56 
LOW Lowe's Companies Inc.
-0.23%
-$1,793.14 
GE General Electric Company
-0.2%
-$12,053.66 
WMFFX American Funds Washington Mutual Investors Fund
-0.19%
-$4,067.44 
LEA Lear Corporation
-0.18%
-$254.98 
MEDIX MFS Emerging Markets Debt Fund Class I
-0.17%
-$224.74 
BR Broadridge Financial Solutions, Inc.
-0.11%
-$564.15 
NKE Nike, Inc. - Class B
-0.09%
-$153.87 Events
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Dividends
Dividend Analysis
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No Data
| Trades 253 | Longs Won 159/253 62% | Profit Factor 46.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $30.62M |
| Average Win $6.7M | Best Trade (Oct 15) $474.2M | Sharpe Ratio 0 |
| Average Loss -$245,807.77 | Worst Trade (Oct 15) -$4.91M | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 8y 9m 2w 6d | Expectancy $4.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.19% | 1.99% | 15.74% |
| Consecutive Losing Trades | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2620 26200Q105 | 4,003 | $216 | $216 | - | - | - | 0.0 |
| 3159 315911206 | 2,278 | $213 | $213 | - | - | - | 0.0 |
| 4410 44107TAX4 | 4,000 | $407 | $407 | - | - | - | 0.0 |
| 9220 922042791 | 17,227 | $371 | $371 | - | - | - | 0.0 |
| 9282 92826C201 | 103,193 | $19,450 | $19,450 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 3,507 | $234,863.79 | $610,218 | - | $375,354.21 | 159.82% | +1.399% |
| AAPL Apple Inc. | 227,508 | $9.63M | $78.03M | - | $68.4M | 710.59% | +0.495% |
| ABBV AbbVie Inc. | 26,154 | $2.53M | $7.41M | - | $4.88M | 193.12% | +3.324% |
| ABT Abbott Laboratories | 6,874 | $392,299.18 | $707,815.78 | - | $315,516.6 | 80.43% | +0.351% |
| ACN Accenture plc Class A | 4,954 | $758,407.86 | $1.06M | - | $306,504.03 | 40.41% | +0.656% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 224,235 | $11.2M | $16.67M | - | $5.47M | 48.81% | -1.17% |
| ADBE Adobe Inc. | 4,465 | $782,446.6 | $1.07M | - | $292,189.56 | 37.34% | +1.862% |
| ADP Automatic Data Processing Inc. | 2,050 | $240,239.5 | $574,656.02 | - | $334,416.52 | 139.2% | +1.602% |
| ADSK Autodesk, Inc. | 7,250 | $760,017.5 | $1.68M | - | $915,747.5 | 120.49% | +0.308% |
| AER AerCap Holdings N.V. | 5,329 | $280,358.69 | $768,921.36 | - | $488,562.67 | 174.26% | -0.954% |
| AET AET | 2,600 | $469 | $469 | - | - | - | 0.0 |
| AGN Allergan PLC | 7,751 | $1.27M | $1.5M | - | $228,189.44 | 18% | +17.997% |
| ALK Alaska Air Group Inc. | 6,626 | $487,077.26 | $236,746.98 | - | -$250,330.28 | -51.39% | -5.501% |
| AMAT Applied Materials, Inc. | 4,212 | $215,317.44 | $1.88M | - | $1.67M | 773.69% | -3.793% |
| AMG Affiliated Managers Group Inc. | 1,910 | $392,027.5 | $710,844.72 | - | $318,817.22 | 81.33% | -1.805% |
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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 Cathy S. Freeman?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs Large Cap Growth Insights Fund Institutional Class - $54.7M, Murphy Oil Corporation - $36.53M, T. Rowe Price Equity Income Fund - $30.82M, Franklin Mutual Global Discovery Fund Class Z - $30.32M, and John Hancock Funds III Disciplined Value Fund Class I - $24.4M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Cathy S. Freeman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $377.01M earned over time. The largest contributors to dividend income include Goldman Sachs Large Cap Growth Insights Fund Institutional Class - $54.7M, Murphy Oil Corporation - $36.53M, T. Rowe Price Equity Income Fund - $30.82M, Franklin Mutual Global Discovery Fund Class Z - $30.32M, and John Hancock Funds III Disciplined Value Fund Class I - $24.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathy S. Freeman's monthly returns?
Cathy S. Freeman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Cathy S. Freeman's strategy be considered aggressive or moderate?
Cathy S. Freeman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Cathy S. Freeman's strategy?
Cathy S. Freeman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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