Melissa Tiscareno Portfolio
Invests via Bradley & Co. Private Wealth Management LLC | Managed by Michael Bradley
Invests via Bradley & Co. Private Wealth Management LLC
Managed by Michael Bradley
Automatically Tracked
Melissa Tiscareno Profile
With a strong foundation in financial services, Melissa Tiscareno stands out as a dynamic operating executive committed to driving organizational growth and innovation. Her career has encompassed various leadership roles where she adeptly navigates complex business landscapes. Known for her ability to streamline operations and enhance performance metrics, she plays an integral role in shaping strategic initiatives within the corporate environment. By leveraging deep industry knowledge and fostering collaborative relationships, Tiscareno effectively positions businesses for long-term success while maximizing value creation opportunities across diverse market segments.
With a strong foundation in financial services, Melissa Tiscareno stands out as a dynamic operating executive committed to driving organizational growth and innovation. Her career has encompassed various leadership roles where she adeptly navigates complex business landscapes. Known for her ability to streamline operations and enhance performance metrics, she plays an integral role in shaping strategic initiatives within the corporate environment. By leveraging deep industry knowledge and fostering collaborative relationships, Tiscareno effectively positions businesses for long-term success while maximizing value creation opportunities across diverse market segments.
Investment Philosophy & Strategy
Grounded in her extensive experience within financial services, Melissa Tiscareno approaches investing with a unique operational perspective. Her leadership capabilities have enabled her to identify and harness opportunities for transformation across varied sectors. A focus on innovative growth strategies allows for the precise deployment of capital, aiming not just for financial returns but also for sustainable value enhancement. Through astute decision-making processes and a commitment to optimizing performance metrics, she consistently drives organizations towards competitive advantage while navigating industry dynamics effectively.
Grounded in her extensive experience within financial services, Melissa Tiscareno approaches investing with a unique operational perspective. Her leadership capabilities have enabled her to identify and harness opportunities for transformation across varied sectors. A focus on innovative growth strategies allows for the precise deployment of capital, aiming not just for financial returns but also for sustainable value enhancement. Through astute decision-making processes and a commitment to optimizing performance metrics, she consistently drives organizations towards competitive advantage while navigating industry dynamics effectively.
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:
116.25%
Gain +0.36%
Monthly
1.28%
Yearly
16.48%
Drawdown
23.79%
$217.82M
Equity
Holdings
$217.82M
Investment
$124.05M
$100.53M
Profit +$548,843.33
Realized
$6.77M
Unrealized
$93.77M
Dividends
$6.81M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$548,843.33
Win %
73%
This Week
Compared To Last Week
Gain
0.25%
Profit
$548,843.33
Win %
73%
This Month
Compared to last month
Gain
-0.03%
Profit
-$54,083.78
Win %
73%
This Year
Compared to last year
Gain
3.86%
Profit
$8.1M
Win %
74%
COIN Coinbase Global, Inc.
+9.24%
+$16.19 
GWRE GUIDEWIRE SOFTWARE INC
+8.56%
+$1,193.94 
MORN Morningstar, Inc.
+5.56%
+$881.46 
INTU Intuit Inc.
+5.5%
+$141.52 
GTLB GitLab Inc.
+4.85%
+$45.6 
CRM Salesforce Inc
+4.68%
+$5,896.26 
BBY Best Buy Co., Inc.
+4.43%
+$1,101.48 
CDNA CareDx Inc.
+4.2%
+$17,063.57 
COKE Coca-Cola Consolidated Inc.
+4.18%
+$403 
NFLX Netflix, Inc.
+3.79%
+$9,056.63 
HONA Honeywell Aerospace Inc.
+3.68%
+$1,065.06 
DG Dollar General Corporation
+3.67%
+$137.1 
PLTR Palantir Technologies Inc.
+3.65%
+$58,291.6 
TTWO Take-Two Interactive Software, Inc.
+3.44%
+$74.2 
SOUN SoundHound AI Inc.
+3.35%
+$210 
GOOGL Alphabet Inc
+3.22%
+$148,888.08 
KD Kyndryl Holdings Inc.
+3.16%
+$32.37 
ADP Automatic Data Processing Inc.
+3.13%
+$277.03 
GOOG Alphabet Inc
+3.07%
+$529,203.88 
BMNR Bitmine Immersion Technologies, Inc.
+2.88%
+$303.84 
META Meta Platforms Inc Class A
+2.72%
+$44,306.69 
SOLV Solventum Corporation
+2.7%
+$68.44 
IBM International Business Machines Corporation
+2.38%
+$2,421.82 
VLTO Veralto Corporation
+2.29%
+$198.72 
WM Waste Management, Inc.
+2.18%
+$121.03 
UPS United Parcel Service, Inc.
+2.16%
+$45.57 
IONQ IonQ, Inc.
+2.04%
+$1,963.5 
MSFT Microsoft Corp.
+2.04%
+$260,604.52 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$68.4 
LLY Eli Lilly and Company
+2.02%
+$3,081.14 
MCD McDonald's Corporation
+1.98%
+$3,662.66 
DIS The Walt Disney Company
+1.92%
+$44,370 
TGT Target Corporation
+1.85%
+$69.36 
RKT Rocket Companies, Inc. Class A
+1.82%
+$83.52 
WMT Walmart Inc.
+1.81%
+$193,573.2 
GM General Motors Company
+1.81%
+$9.3 
ABBV AbbVie Inc.
+1.79%
+$678.4 
T AT&T Inc.
+1.78%
+$17.2 
REZI Resideo Technologies Inc.
+1.78%
+$21.42 
MAR Marriott International Inc. - Class A
+1.75%
+$4,455.33 
SAIC Science Applications International Corporation Common Stock
+1.62%
+$6.33 
DHR Danaher Corporation
+1.58%
+$875.32 
OTIS Otis Worldwide Corporation
+1.56%
+$248.4 
COST Costco Wholesale Corporation
+1.54%
+$165,906.06 
LHX L3Harris Technologies, Inc.
+1.39%
+$443.3 
VZ Verizon Communications Inc.
+1.36%
+$138 
IXP iShares Global Comm Services ETF
+1.36%
+$570.5 
NVS Novartis AG Sponsored ADR
+1.36%
+$83.7 
BCRX BioCryst Pharmaceuticals Inc.
+1.35%
+$40.7 
V Visa Inc. Class A
+1.31%
+$409.08 
CL Colgate-Palmolive Company
+1.27%
+$934.83 
DGX Quest Diagnostics Inc.
+1.24%
+$290.5 
LH Labcorp Holdings Inc.
+1.24%
+$308 
FTRE Fortrea Holdings Inc.
+1.22%
+$3,440.64 
KO The Coca-Cola Company
+1.22%
+$8,269.98 
UNH UnitedHealth Group Incorporated
+1.19%
+$94.61 
VDC VANGUARD CONSUMER STAPLES ETF
+1.18%
+$242.06 
AMGN Amgen Inc.
+1.12%
+$59.36 
ABT Abbott Laboratories
+1.12%
+$11.4 
MDGL Madrigal Pharmaceuticals, Inc.
+1.04%
+$150.39 
LMT Lockheed Martin Corporation
+1.01%
+$79.35 
AXP American Express Company
+0.95%
+$118,398.28 
VTRS Viatris Inc.
+0.91%
+$2.85 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$116,205.84 
TILE Interface Inc.
+0.88%
+$1,977 
FDXF FedEx Freight Holding Company Inc.
+0.86%
+$1,312.3 
IBB iShares Biotechnology ETF
+0.82%
+$409.15 
EOG EOG Resources, Inc.
+0.81%
+$546 
LUV Southwest Airlines Co.
+0.77%
+$1,356.75 
NKE Nike, Inc. - Class B
+0.75%
+$10.72 
RL Ralph Lauren Corporation
+0.73%
+$24.8 
HD The Home Depot, Inc.
+0.71%
+$913.42 
MET MetLife Inc.
+0.66%
+$36.48 
MRK Merck & Co., Inc.
+0.64%
+$46.92 
PG Procter & Gamble Co
+0.61%
+$711.04 
KBR KBR Inc.
+0.6%
+$1,589.5 
INCY Incyte Corporation
+0.59%
+$439.2 
XYZ Block, Inc.
+0.37%
+$5.8 
ITW Illinois Tool Works Inc.
+0.36%
+$18.14 
SBUX Starbucks Corporation
+0.32%
+$2,378.24 
JNJ Johnson & Johnson
+0.3%
+$814.09 
GD General Dynamics Corporation
+0.26%
+$176.54 
AAPL Apple Inc.
+0.22%
+$43,009.27 
FDX FedEx Corporation
+0.2%
+$1,481.2 
D Dominion Energy, Inc.
+0.19%
+$5.28 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
+0.12%
+$765.78 
SJM The J.M. Smucker Company
+0.1%
+$1.2 
DOV Dover Corporation
+0.06%
+$2.76 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
+0.04%
+$283.29 
PFE Pfizer Inc.
+0.04%
+$1.6 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$3.35 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.02%
+$18.34 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
0%
+$36.94 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NOK Nokia Corporation Sponsored ADR
-13.25%
-$221.25 
MPWR Monolithic Power Systems, Inc.
-7.37%
-$7,732.45 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$10,339.56 
ECG Everus Construction Group, Inc.
-6.83%
-$146.88 
INDI Indie Semiconductor, Inc.
-6.57%
-$440 
SOLS Sollensys Corp
-6.09%
-$341.25 
INTC Intel Corporation
-5.63%
-$957 
GTX Garrett Motion Inc.
-5.12%
-$53.77 
SLB Schlumberger Limited
-4.89%
-$767.2 
AVGO Broadcom Inc.
-4.71%
-$5,783.34 
AMD Advanced Micro Devices, Inc.
-4.4%
-$13,586.56 
ORCL Oracle Corporation
-3.72%
-$419.25 
WHR Whirlpool Corporation
-3.44%
-$35.09 
NVDA NVIDIA Corporation
-3.35%
-$451,043.76 
COPX Global X Copper Miners ETF
-3.29%
-$4,117.65 
LUNR Intuitive Machines, Inc.
-3.27%
-$188 
BCS Barclays PLC Sponsored ADR
-3.2%
-$16,470.72 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$352.87 
ICOP iShares Copper and Metals Mining ETF
-2.64%
-$3,647.08 
EMR Emerson Electric Co.
-2.56%
-$136.5 
MDU MDU Resources Group, Inc.
-2.34%
-$33.75 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$1,158.75 
CCI Crown Castle Inc.
-1.92%
-$50.75 
GE General Electric Company
-1.89%
-$6.1 
CSCO Cisco Systems, Inc.
-1.84%
-$484.1 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$7,260.29 
MMM 3M Company
-1.78%
-$343.98 
TSLA Tesla, Inc.
-1.77%
-$43,886.01 
WFC Wells Fargo & Company
-1.75%
-$825.78 
JPM JPMorgan Chase & Co.
-1.71%
-$239,514 
UA Under Armour Inc.
-1.7%
-$11.81 
EMN Eastman Chemical Company
-1.67%
-$442.32 
BCX BlackRock Resources & Commodities Strategy Trust
-1.62%
-$178.08 
EQT EQT Corporation
-1.57%
-$29.75 
QS QuantumScape Corp
-1.51%
-$0.8 
GLD SPDR Gold Shares
-1.51%
-$37,096.5 
LNG Cheniere Energy Inc.
-1.48%
-$1,075.32 
IAU iShares Gold Trust
-1.44%
-$28,344.78 
EFG iShares MSCI EAFE Growth ETF
-1.43%
-$734.28 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$7,219.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.27%
-$23,929.38 
AMZN Amazon.com Inc
-1.25%
-$162,044.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$26.82 
VSGX Vanguard ESG International Stock ETF
-1.22%
-$337.34 
RTX RTX Corporation
-1.17%
-$1,294.55 
VDE Vanguard Energy ETF
-1.17%
-$88.15 
RIVN Rivian Automotive, Inc.
-1.06%
-$8.67 
IYJ iShares U.S. Industrials ETF
-1.04%
-$115.5 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.94%
-$11.9 
PSX Phillips 66
-0.94%
-$163.48 
AEP American Electric Power Company, Inc.
-0.89%
-$34.1 
CVX Chevron Corporation
-0.89%
-$1,259.2 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.86%
-$1,206.4 
F Ford Motor Company
-0.86%
-$6 
MTB M&T Bank Corporation
-0.83%
-$43.78 
UTL Unitil Corporation
-0.83%
-$46.64 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$1,334.03 
NEE NextEra Energy, Inc.
-0.81%
-$2,608.98 
EFA iShares MSCI EAFE ETF
-0.81%
-$36.12 
QQQM Invesco NASDAQ 100 ETF
-0.81%
-$419.49 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$20,095.32 
UAL United Airlines Holdings, Inc.
-0.78%
-$55.04 
ALXO Alx Oncology Holdings Inc.
-0.77%
-$15 
VT Vanguard Total World Stock ETF
-0.76%
-$202.52 
EWUS iShares MSCI United Kingdom ETF
-0.7%
-$475.54 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$240.03 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$271.15 
VBK Vanguard Small-Cap Growth ETF
-0.64%
-$434 
RKLB Rocket Lab Corporation
-0.64%
-$18 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$92.4 
XOM Exxon Mobil Corporation
-0.55%
-$451.72 
NIO Nio Inc.
-0.54%
-$0.18 
VO Vanguard Mid-Cap ETF
-0.52%
-$369.6 
SUSA iShares MSCI USA ESG Select ETF
-0.51%
-$3,147.36 
COP ConocoPhillips
-0.49%
-$31.28 
VTV Vanguard Value ETF
-0.49%
-$1,065.9 
SLAB Silicon Laboratories Inc.
-0.48%
-$8,970.15 
IVV iShares Core S&P 500 ETF
-0.47%
-$341.05 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$14,956.5 
VOO Vanguard S&P 500 ETF
-0.46%
-$7,424.73 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.45%
-$8.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$41,085 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$77,128.58 
IWV ISHARES RUSSELL 3000 ETF
-0.43%
-$3,107.65 
EWG iShares MSCI Germany ETF
-0.37%
-$23.84 
GPC Genuine Parts Company
-0.37%
-$12.87 
VUG Vanguard Growth ETF
-0.36%
-$545.27 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$1,464.18 
IWM iShares Russell 2000 ETF
-0.35%
-$100 
SPYI NEOS S&P 500 High Income ETF
-0.34%
-$0.18 
CARR Carrier Global Corporation
-0.34%
-$96.72 
DUK Duke Energy Corporation
-0.31%
-$83.25 
TM Toyota Motor Corporation
-0.31%
-$61 
USB U.S. Bancorp
-0.26%
-$42.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$1,367.22 
INDA ISHARES MSCI INDIA ETF
-0.25%
-$114.96 
VCR Vanguard Consumer Discretionary ETF
-0.22%
-$13.44 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.19%
-$488.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$644.12 
BX Blackstone Inc.
-0.16%
-$20 
IBID iShares iBonds Oct 2027 Term TIPS ETF
-0.15%
-$914.2 
IWN iShares Russell 2000 Value ETF
-0.15%
-$6.08 
DAL Delta Air Lines, Inc.
-0.12%
-$891 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.12%
-$2.37 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$4.34 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$343.02 
MDLZ Mondelez International, Inc.
-0.08%
-$4 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.08%
-$504.14 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.08%
-$455.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$22.65 
BA Boeing Company
-0.07%
-$108.19 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$119.34 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.06%
-$332.1 
EWU iShares MSCI United Kingdom ETF
-0.04%
-$23 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.04%
-$183.81 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$0.6 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.02%
-$724.71 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.02%
-$119.94 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$5.2 
TIP iShares TIPS Bond ETF
-0.01%
-$0.05 Events
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Dividends
Dividend Analysis
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| Trades 1132 | Longs Won 688/1132 60% | Profit Factor 8.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,980.64 |
| Average Win $166,834.6 | Best Trade (Sep 11) $10.34M | Sharpe Ratio -163.96 |
| Average Loss -$32,088.32 | Worst Trade (Sep 30) -$3.49M | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 4d | Expectancy $88,811.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 58,916 | $7.92M | $19.62M | - | $11.7M | 147.75% | +0.22% |
| ABBV AbbVie Inc. | 147 | $21,925 | $38,475.04 | - | $16,550.04 | 75.48% | +1.795% |
| ABT Abbott Laboratories | 10 | $1,339.4 | $1,030.9 | - | -$308.5 | -23.03% | +1.118% |
| ADP Automatic Data Processing Inc. | 33 | $7,849.38 | $9,129.61 | - | $1,280.23 | 16.31% | +3.129% |
| AEP American Electric Power Company, Inc. | 31 | $2,974.14 | $3,789.13 | - | $814.99 | 27.4% | -0.892% |
| AGG iShares Core U.S. Aggregate Bond ETF | 302 | $33,770.56 | $28,963.31 | - | -$4,807.25 | -14.24% | -0.078% |
| ALXO Alx Oncology Holdings Inc. | 1,000 | $8,090 | $1,925 | - | -$6,165 | -76.21% | -0.773% |
| AMD Advanced Micro Devices, Inc. | 598 | $190,446.33 | $295,059.18 | - | $104,612.85 | 54.93% | -4.402% |
| AMGN Amgen Inc. | 14 | $3,406.2 | $5,342.26 | - | $1,936.06 | 56.84% | +1.124% |
| AMZN Amazon.com Inc | 50,481 | $7.79M | $12.8M | - | $5.01M | 64.29% | -1.25% |
| ASML ASML Holding N.V. New York Registry Shares | 84 | $50,323.23 | $132,317.64 | - | $81,994.41 | 162.94% | -7.248% |
| AVGO Broadcom Inc. | 339 | $118,115.85 | $116,931.27 | - | -$1,184.58 | -1% | -4.713% |
| AXP American Express Company | 38,441 | $7.11M | $12.6M | - | $5.49M | 77.17% | +0.949% |
| BA Boeing Company | 698 | $155,723.36 | $146,785.91 | - | -$8,937.45 | -5.74% | -0.074% |
| BBY Best Buy Co., Inc. | 274 | $31,457.94 | $25,980.68 | - | -$5,477.26 | -17.41% | +4.427% |
| BCRX BioCryst Pharmaceuticals Inc. | 370 | $2,886 | $3,045.1 | - | $159.1 | 5.51% | +1.355% |
| BCS Barclays PLC Sponsored ADR | 19,264 | $193,746.4 | $497,878.08 | - | $304,131.68 | 156.97% | -3.202% |
| BCX BlackRock Resources & Commodities Strategy Trust | 848 | $7,615.04 | $10,778.08 | - | $3,163.04 | 41.54% | -1.625% |
| BMNR Bitmine Immersion Technologies, Inc. | 422 | $5,616.82 | $10,866.5 | - | $5,249.68 | 93.46% | +2.877% |
| BNY BlackRock New York Municipal Income Trust | 71 | $2,961.41 | $11,195.99 | - | $8,234.58 | 278.06% | -3.055% |
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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 Melissa Tiscareno?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $3.47M, Salesforce Inc - $2.74M, Apple Inc - $2.1M, Costco Wholesale Corporation - $1.95M, and JPMorgan Chase & Co - $1.68M. 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: Netflix, Inc - $4.31M, The Walt Disney Company - $4.25M, Standard Biotools Inc - $636,157.04, CareDx Inc - $614,568.52, and Southwest Airlines Co - $276,442.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa Tiscareno's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.81M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.02M, VANGUARD TOTAL STOCK MKT ETF - $521,443.8, Costco Wholesale Corporation - $464,846.8, American Express Company - $418,675.63, and Microsoft Corp - $394,888.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa Tiscareno's monthly returns?
Melissa Tiscareno'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 Melissa Tiscareno's strategy be considered aggressive or moderate?
Melissa Tiscareno'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 Melissa Tiscareno's strategy?
Melissa Tiscareno'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.
