KH
Kristine Harrell Portfolio
Invests via Uniting Wealth Partners LLC | Managed by Kristine Harrell
Invests via Uniting Wealth Partners LLC
Managed by Kristine Harrell
Automatically Tracked
Seasoned investment executive with expertise in corporate finance, portfolio oversight and operational leadership across asset management and private markets. Kristine Harrell is known for leading cross-functional teams on fund operations, investor relations and due diligence, and for shaping risk and compliance frameworks supporting institutional investors.
Seasoned investment executive with expertise in corporate finance, portfolio oversight and operational leadership across asset management and private markets. Kristine Harrell is known for leading cross-functional teams on fund operations, investor relations and due diligence, and for shaping risk and compliance frameworks supporting institutional investors.
Investment Philosophy & Strategy
Combines disciplined, process-driven portfolio management with a focus on capital preservation and operational scalability. Prefers diversified private market and credit-oriented allocations that benefit from active oversight, rigorous due diligence and robust compliance frameworks. Emphasizes mid-to-long-term time horizons, stress-tested scenario analysis and liquidity layering to balance return generation with downside protection. Leverages cross-functional operating experience to optimize governance, fees and manager selection, favoring strategies where operational improvements and transparent investor reporting create durable alpha. Decision-making is data-centric, collaborative and risk-calibrated.
Combines disciplined, process-driven portfolio management with a focus on capital preservation and operational scalability. Prefers diversified private market and credit-oriented allocations that benefit from active oversight, rigorous due diligence and robust compliance frameworks. Emphasizes mid-to-long-term time horizons, stress-tested scenario analysis and liquidity layering to balance return generation with downside protection. Leverages cross-functional operating experience to optimize governance, fees and manager selection, favoring strategies where operational improvements and transparent investor reporting create durable alpha. Decision-making is data-centric, collaborative and risk-calibrated.
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:
37.7%
Gain +0.09%
Monthly
1.5%
Yearly
19.55%
Drawdown
19.06%
$494.5M
Equity
Holdings
$494.5M
Investment
$422.01M
$85.54M
Profit -$6,921.84
Realized
$13.05M
Unrealized
$72.49M
Dividends
$8.35M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
-$6,921.84
Win %
68%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.62M
Win %
68%
This Month
Compared to last month
Gain
2.69%
Profit
$12.94M
Win %
68%
This Year
Compared to last year
Gain
0.79%
Profit
$3.9M
Win %
68%
F Ford Motor Company
+3.45%
+$8,374.62 
EQT EQT Corporation
+2.52%
+$6,093.12 
RTX RTX Corporation
+2.49%
+$16,089 
PM Philip Morris International Inc.
+2.48%
+$30,497.01 
JPM JPMorgan Chase & Co.
+2.42%
+$41,032.11 
SLI Standard Lithium Ltd.
+2.15%
+$600 
ALL Allstate Corporation
+2.1%
+$5,397.84 
CRK Comstock Resources Inc.
+2.09%
+$5,502.9 
BP BP p.l.c. Sponsored ADR
+2.04%
+$7,328.97 
PEP PepsiCo, Inc.
+2%
+$5,245.37 
LNG Cheniere Energy Inc.
+2%
+$5,235.81 
GE General Electric Company
+1.97%
+$21,304.72 
LOW Lowe's Companies Inc.
+1.88%
+$5,641.73 
HD The Home Depot, Inc.
+1.8%
+$10,966.82 
OKE ONEOK, Inc.
+1.8%
+$10,034.28 
APO Apollo Global Management, Inc.
+1.8%
+$5,248.11 
ROK Rockwell Automation, Inc.
+1.77%
+$12,401.84 
TJX The TJX Companies, Inc.
+1.75%
+$4,223.31 
LYG Lloyds Banking Group Plc ADR
+1.74%
+$1,022.11 
LLY Eli Lilly and Company
+1.73%
+$17,182.16 
KBWB Invesco KBW Bank ETF
+1.67%
+$106,698.25 
GD General Dynamics Corporation
+1.67%
+$9,710.91 
AXP American Express Company
+1.64%
+$6,092.45 
LIN Linde plc
+1.62%
+$3,455.34 
KO The Coca-Cola Company
+1.61%
+$51,336.76 
DUK Duke Energy Corporation
+1.6%
+$5,390.3 
EPD Enterprise Products Partners L.P.
+1.57%
+$6,254.64 
SO The Southern Company
+1.56%
+$4,933.11 
TSN Tyson Foods Inc.
+1.55%
+$3,202.92 
MMU Western Asset Managed Municipals Fund
+1.55%
+$2,184.43 
BAC Bank of America Corporation
+1.54%
+$3,692.78 
PB Prosperity Bancshares Inc.
+1.51%
+$3,479.22 
COP ConocoPhillips
+1.51%
+$11,874.86 
PG Procter & Gamble Co
+1.5%
+$4,453.3 
ET Energy Transfer L.P.
+1.38%
+$6,573.32 
OGE Oge Energy Corp.
+1.34%
+$11,191.95 
MO Altria Group, Inc.
+1.33%
+$8,423.1 
FANG Diamondback Energy Inc
+1.29%
+$3,213.09 
JNJ Johnson & Johnson
+1.28%
+$18,005 
T AT&T Inc.
+1.28%
+$5,642.7 
GDX VanEck Gold Miners ETF
+1.24%
+$71,456.24 
VZ Verizon Communications Inc.
+1.22%
+$4,618.4 
MRK Merck & Co., Inc.
+1.21%
+$6,978.4 
AAPL Apple Inc.
+1.15%
+$78,949.72 
NEE NextEra Energy, Inc.
+1.15%
+$10,017.28 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$12,265.16 
CVX Chevron Corporation
+1.1%
+$15,390.2 
XLE Energy Select Sector SPDR Fund
+1.09%
+$3,532.2 
BSIN U.S. Energy Corp.
+1.08%
+$675 
TT Trane Technologies plc
+1.08%
+$2,376.26 
FVD First Trust Value Line Dividend Index Fund
+1.06%
+$2,775.24 
COST Costco Wholesale Corporation
+1.06%
+$3,057.6 
V Visa Inc. Class A
+1%
+$9,008.73 
WMB The Williams Companies, Inc.
+0.97%
+$2,429.32 
WMT Walmart Inc.
+0.97%
+$906,820.54 
ABBV AbbVie Inc.
+0.95%
+$7,249.53 
SCHD Schwab U.S. Dividend Equity ETF
+0.94%
+$77,392.58 
IIM Invesco Value Municipal Income Trust
+0.92%
+$1,392.6 
HUMA Humacyte, Inc.
+0.91%
+$62.44 
BA Boeing Company
+0.9%
+$1,776.5 
KKR KKR & Co. Inc.
+0.89%
+$11,700 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.88%
+$54,986.29 
NUW Nuveen AMT-Free Municipal Value Fund
+0.83%
+$3,277.89 
XOM Exxon Mobil Corporation
+0.8%
+$62,008.19 
BMY Bristol-Myers Squibb Company
+0.78%
+$1,737.59 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$36,285.48 
IEFA iShares Core MSCI EAFE ETF
+0.77%
+$3,303.33 
GS The Goldman Sachs Group, Inc.
+0.77%
+$2,370.1 
SPGI S&P Global Inc.
+0.77%
+$1,985.55 
KRP Kimbell Royalty Partners, LP
+0.75%
+$1,467.48 
NZF Nuveen Municipal Credit Income Fund
+0.73%
+$835.44 
MHD BlackRock MuniHoldings Fund Inc.
+0.72%
+$4,236.15 
SHW The Sherwin-Williams Company
+0.72%
+$3,994.92 
OXY Occidental Petroleum Corporation
+0.72%
+$5,407.48 
PSX Phillips 66
+0.71%
+$4,768.09 
BGIG Bahl & Gaynor Income Growth ETF
+0.65%
+$2,081.86 
FTF Franklin Limited Duration Income Trust
+0.65%
+$350 
PFE Pfizer Inc.
+0.65%
+$2,283.14 
OCGN Ocugen Inc.
+0.64%
+$52 
AVUV Avantis U.S. Small Cap Value ETF
+0.64%
+$12,684.98 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.62%
+$2,013.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.6%
+$1,802.64 
SA Seabridge Gold Inc.
+0.58%
+$2,325.02 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$3,861.61 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.52%
+$3,760.25 
MCK McKesson Corporation
+0.49%
+$3,290.97 
RJF Raymond James Financial Inc.
+0.48%
+$3,619.12 
MCD McDonald's Corporation
+0.48%
+$1,064.88 
EIM Eaton Vance Municipal Bond Fund
+0.45%
+$3,048.92 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$954 
MA Mastercard Incorporated
+0.44%
+$7,783.2 
PVAL Putnam Focused Large Cap Value ETF
+0.43%
+$32,629.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.43%
+$32,481.45 
SFNC Simmons First National Corporation
+0.43%
+$1,210.3 
VIG Vanguard Dividend Appreciation ETF
+0.42%
+$1,560.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.41%
+$5,668.26 
DDS Dillard's Inc.
+0.37%
+$1,006.01 
RSG Republic Services, Inc.
+0.37%
+$1,136.93 
SPGP Invesco S&P 500 GARP ETF
+0.37%
+$929.66 
SDVD FT Vest Smid Rising Dividend Fund
+0.36%
+$2,381.84 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$69,506.5 
RDVI FT Vest Rising Dividend Achievers Fund
+0.25%
+$2,697.94 
FPE First Trust Preferred Securities and Income ETF
+0.23%
+$12,549.76 
PHYS Sprott Physical Gold Trust
+0.21%
+$520 
JHPI John Hancock Preferred Income ETF
+0.18%
+$5,789.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$17,428.06 
DMAR FT Vest US Equity Deep Buffer Fund
+0.14%
+$1,214.2 
JUCY Aptus Enhanced Yield ETF
+0.14%
+$5,944.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$551.87 
IAU iShares Gold Trust
+0.12%
+$4,051.94 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.12%
+$547.5 
FMHI First Trust Municipal High Income Fund
+0.11%
+$328.92 
IJR iShares Core S&P Small-Cap ETF
+0.1%
+$2,032.38 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.09%
+$3,161.2 
FMB First Trust Managed Municipal Fund
+0.08%
+$3,103.12 
FSMB First Trust Short Duration Managed Municipal ETF
+0.08%
+$264.39 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.07%
+$8,079.26 
JMUB JPMorgan Municipal Bond ETF
+0.07%
+$3,650.26 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$303.24 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.06%
+$657.86 
GEV GE Vernova Inc.
+0.04%
+$338.13 
FLMI Franklin Dynamic Municipal Bond ETF
+0.02%
+$260.29 
MSTB LHA Market State Tactical Fund
+0.01%
+$1,131.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
0%
$0 BPRE
BPRE
0%
$0 JULB
JULB
0%
$0 DLMY
DLMY
0%
$0 
CRWV CoreWeave, Inc.
-9.13%
-$118,238.76 
APLD Applied Digital Corporation
-7.16%
-$155,821.42 
CRWD CrowdStrike Holdings, Inc.
-6.79%
-$19,920.01 
DDOG Datadog, Inc. Class A Common Stock
-6.47%
-$237,136.2 
PANW Palo Alto Networks, Inc.
-6.12%
-$45,725.37 
PLTR Palantir Technologies Inc.
-5.76%
-$176,469.68 
ABSI Absci Corporation
-5.18%
-$41,055 
HPE Hewlett Packard Enterprise Company
-4.66%
-$65,580.06 
NOW ServiceNow, Inc.
-4.56%
-$77,481.95 
TQQQ ProShares UltraPro QQQ
-4.2%
-$86,800 
ZENA ZenaTech, Inc.
-4.02%
-$450 
MU Micron Technology, Inc.
-3.66%
-$218,595.04 
AMD Advanced Micro Devices, Inc.
-3.65%
-$67,420.37 
CORZ Core Scientific, Inc.
-3.42%
-$14,542.6 
CRM Salesforce Inc
-3.39%
-$12,831.91 
ORCL Oracle Corporation
-3.35%
-$30,717.61 
AMAT Applied Materials, Inc.
-2.94%
-$15,106.15 
ILMN Illumina, Inc.
-2.87%
-$15,359.98 
DELL Dell Technologies Inc.
-2.82%
-$16,057.37 
AVGO Broadcom Inc.
-2.34%
-$32,441.46 
META Meta Platforms Inc Class A
-2.19%
-$20,852.84 
EWY iShares MSCI South Korea ETF
-1.98%
-$3,100 
ACAD Acadia Pharmaceuticals Inc.
-1.91%
-$4,136 
CSCO Cisco Systems, Inc.
-1.76%
-$6,826.68 
ETN Eaton Corporation plc
-1.58%
-$3,720.61 
ADSK Autodesk, Inc.
-1.57%
-$4,242.14 
HOOD Robinhood Markets, Inc.
-1.54%
-$3,274.2 
UNH UnitedHealth Group Incorporated
-1.47%
-$3,875.05 
CHRW C.H. Robinson Worldwide, Inc.
-1.47%
-$110,743.87 
GOOGL Alphabet Inc
-1.34%
-$12,189.31 
MSFT Microsoft Corp.
-1.29%
-$65,326.22 
QCOM QUALCOMM Incorporated
-1.24%
-$2,453.09 
TRIN Trinity Capital Inc.
-1.23%
-$10,660 
GOOG Alphabet Inc
-1.21%
-$14,949.45 
IBM International Business Machines Corporation
-1.08%
-$11,271.96 
TDVI FT Vest Technology Dividend Mutual Fund
-1.04%
-$7,007.68 
NULG Nuveen ESG Large-Cap Growth ETF
-1.02%
-$2,811.99 
DE Deere & Company
-1.02%
-$3,316.61 
APH Amphenol Corporation
-0.98%
-$8,147.16 
FRDM Freedom 100 Emerging Markets ETF
-0.96%
-$33,755.62 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.95%
-$57,418.86 
UPRO ProShares UltraPro S&P500
-0.79%
-$30,940 
GOF Guggenheim Strategic Opportunities Fund
-0.76%
-$650 
XMMO Invesco S&P MidCap Momentum ETF
-0.75%
-$40,956.71 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-0.72%
-$24,432.75 
TSLA Tesla, Inc.
-0.69%
-$9,200.86 
WCMI First Trust WCM International Equity ETF
-0.51%
-$34,858.73 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.47%
-$5,057.89 
ADX Adams Diversified Equity Fund, Inc.
-0.41%
-$2,435.16 
ACIO Aptus Collared Investment Opportunity ETF
-0.34%
-$44,834.08 
OCTB Aptus October Buffer ETF
-0.32%
-$46,010.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$896.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.31%
-$21,691.88 
CSQ Calamos Strategic Total Return Fund
-0.27%
-$1,238.55 
IWB iShares Russell 1000 ETF
-0.25%
-$1,653.62 
BX Blackstone Inc.
-0.25%
-$3,255.12 
SPY SPDR S&P 500 ETF Trust
-0.25%
-$1,285.43 
VOO Vanguard S&P 500 ETF
-0.24%
-$7,352 
IVV iShares Core S&P 500 ETF
-0.23%
-$671.55 
ARES Ares Management Corporation
-0.22%
-$1,529.99 
CAT Caterpillar Inc.
-0.22%
-$2,090.86 
JANB Aptus January Buffer ETF
-0.21%
-$22,546.8 
NVDA NVIDIA Corporation
-0.2%
-$22,540.32 
AKRE Akre Focus ETF
-0.2%
-$630.09 
FAUG FT Vest U.S. Equity Buffer ETF
-0.15%
-$429.33 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$532.03 
MPC Marathon Petroleum Corporation
-0.12%
-$1,364.22 
ACWI iShares MSCI ACWI ETF
-0.12%
-$1,699.93 
AMZN Amazon.com Inc
-0.11%
-$3,897.47 
BUFR FT Vestladder Buffer ETF-USD I
-0.09%
-$13,273.43 
PAYX Paychex Inc.
-0.07%
-$397.2 
MMKT Texas Capital Government Money Market Fund
-0.06%
-$594 
USMV iShares MSCI USA Min Vol Factor ETF
-0.06%
-$215.1 
VLO Valero Energy Corporation
-0.04%
-$154.66 
HMOP Hartford Municipal Opportunities ETF
-0.04%
-$1,726.96 
DRSK Aptus Defined Risk ETF
-0.04%
-$1,440.02 
VO Vanguard Mid-Cap ETF
-0.03%
-$75.2 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$70.28 
ASML ASML Holding N.V. New York Registry Shares
-0.01%
-$15.59 Events
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Dividends
Dividend Analysis
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| Trades 905 | Longs Won 582/905 64% | Profit Factor 7.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $807,640.82 |
| Average Win $169,984.5 | Best Trade (Oct 16) $22.7M | Sharpe Ratio -16.35 |
| Average Loss -$41,454.34 | Worst Trade (Oct 15) -$553,358.51 | Z-Score 6.45 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $94,520.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,038 | $5.08M | $6.93M | - | $1.85M | 36.45% | +1.152% |
| ABBV AbbVie Inc. | 2,700 | $624,928.27 | $772,429.5 | - | $147,501.23 | 23.6% | +0.947% |
| ABSI Absci Corporation | 89,250 | $1.03M | $751,485 | - | -$282,923 | -27.35% | -5.18% |
| ACAD Acadia Pharmaceuticals Inc. | 11,000 | $201,850 | $212,674 | - | $10,824 | 5.36% | -1.908% |
| ACIO Aptus Collared Investment Opportunity ETF | 280,213 | $11.76M | $13.2M | - | $1.44M | 12.24% | -0.338% |
| ACWI iShares MSCI ACWI ETF | 8,947 | $1.24M | $1.42M | - | $186,020.06 | 15.04% | -0.119% |
| ADSK Autodesk, Inc. | 1,099 | $327,019.3 | $265,188.7 | - | -$61,830.6 | -18.91% | -1.574% |
| ADX Adams Diversified Equity Fund, Inc. | 23,192 | $473,766.94 | $595,686.52 | - | $121,919.58 | 25.73% | -0.407% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,415 | $438,317.02 | $421,787.02 | - | -$16,530 | -3.77% | +0.131% |
| AKRE Akre Focus ETF | 5,479 | $358,929.38 | $315,234.26 | - | -$43,695.12 | -12.17% | -0.199% |
| ALL Allstate Corporation | 1,071 | $230,942.86 | $262,009.44 | - | $31,066.58 | 13.45% | +2.104% |
| AMAT Applied Materials, Inc. | 1,197 | $246,823.31 | $499,615.83 | - | $252,792.52 | 102.42% | -2.935% |
| AMD Advanced Micro Devices, Inc. | 3,288 | $504,918.29 | $1.78M | - | $1.28M | 252.77% | -3.647% |
| AMZN Amazon.com Inc | 13,440 | $2.94M | $3.42M | - | $481,891.56 | 16.4% | -0.114% |
| APH Amphenol Corporation | 10,248 | $349,799.51 | $826,962.36 | - | $477,162.85 | 136.41% | -0.976% |
| APLD Applied Digital Corporation | 106,727 | $1.27M | $2.02M | - | $755,144.01 | 59.69% | -7.16% |
| APO Apollo Global Management, Inc. | 2,611 | $377,968 | $297,340.68 | - | -$80,627.32 | -21.33% | +1.797% |
| ARES Ares Management Corporation | 6,000 | $654,600 | $682,650 | - | $28,050 | 4.29% | -0.224% |
| ASML ASML Holding N.V. New York Registry Shares | 120 | $238,733 | $198,877.2 | - | -$39,855.8 | -16.69% | -0.008% |
| AVGO Broadcom Inc. | 4,025 | $1.32M | $1.35M | - | $34,163.11 | 2.59% | -2.341% |
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FAQ
Which stocks have generated the highest profits for Kristine Harrell?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $4.76M, VanEck Gold Miners ETF - $1.74M, Aptus Collared Investment Opportunity ETF - $1.56M, Invesco S&P 500 Equal Weight Utilities ETF - $1.31M, and NVIDIA Corporation - $1.03M. 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 Class A - $684,453.74, ServiceNow, Inc - $470,521.42, Illumina, Inc - $325,740, Invesco S&P SmallCap Momentum ETF - $264,914.22, and Invesco S&P MidCap Value with Momentum ETF - $237,700.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristine Harrell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.35M earned over time. The largest contributors to dividend income include Walmart Inc - $1.5M, Vanguard Intermediate-Term Corporate Bond Fund - $436,421.72, Exxon Mobil Corporation - $323,516.24, Aptus Defined Risk ETF - $311,644.75, and First Trust Preferred Securities and Income ETF - $308,423.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristine Harrell's monthly returns?
Kristine Harrell'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 Kristine Harrell's strategy be considered aggressive or moderate?
Kristine Harrell'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 Kristine Harrell's strategy?
Kristine Harrell'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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