BN
Beth Nauman Portfolio
Invests via UNIVEST FINANCIAL Corp. | Managed by Beth Nauman
Invests via UNIVEST FINANCIAL Corp.
Managed by Beth Nauman
Automatically Tracked
Beth Nauman Profile
With a robust background in finance and operational leadership, Beth Nauman has built a significant reputation as an entrepreneur and investor. Her diverse career encompasses founding several innovative startups that have attracted considerable investment due to their unique value propositions. Her expertise spans from market analysis to strategic growth initiatives, which have propelled her ventures into notable players within their respective industries. Beyond entrepreneurial pursuits, she engages with emerging companies through mentorship roles and investment activities, contributing insights gained from her extensive experience navigating capital markets.
With a robust background in finance and operational leadership, Beth Nauman has built a significant reputation as an entrepreneur and investor. Her diverse career encompasses founding several innovative startups that have attracted considerable investment due to their unique value propositions. Her expertise spans from market analysis to strategic growth initiatives, which have propelled her ventures into notable players within their respective industries. Beyond entrepreneurial pursuits, she engages with emerging companies through mentorship roles and investment activities, contributing insights gained from her extensive experience navigating capital markets.
Investment Philosophy & Strategy
Capital deployment strategies are finely tuned by Beth Nauman’s extensive entrepreneurial and investment background. By identifying untapped market potential, she concentrates on innovative startups that showcase disruptive capabilities and scalable business models. Her acute understanding of operational dynamics allows for targeted support of nascent companies while also maintaining a strategic oversight on their growth trajectories. Investment decisions are influenced not just by financial metrics but also by the transformative impact these ventures can achieve within their sectors. Mentorship complements her approach, ensuring sustainable value creation through shared insights from years immersed in varied markets.
Capital deployment strategies are finely tuned by Beth Nauman’s extensive entrepreneurial and investment background. By identifying untapped market potential, she concentrates on innovative startups that showcase disruptive capabilities and scalable business models. Her acute understanding of operational dynamics allows for targeted support of nascent companies while also maintaining a strategic oversight on their growth trajectories. Investment decisions are influenced not just by financial metrics but also by the transformative impact these ventures can achieve within their sectors. Mentorship complements her approach, ensuring sustainable value creation through shared insights from years immersed in varied markets.
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:
89.5%
Gain -0.1%
Monthly
0.21%
Yearly
2.59%
Drawdown
25.66%
$2.13B
Equity
Holdings
$2.13B
Investment
$1.58B
$534.6M
Profit +$1.36M
Realized
-$18.97M
Unrealized
$553.57M
Dividends
$165.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.1%
Profit
$1.36M
Win %
78%
This Week
Compared To Last Week
Gain
2.45%
Profit
$51.03M
Win %
78%
This Month
Compared to last month
Gain
2.45%
Profit
$51.03M
Win %
78%
This Year
Compared to last year
Gain
13.13%
Profit
$247.39M
Win %
78%
LNKB Linkbancorp Inc.
+28.86%
+$35,095.5 
HYPR Hyperfine Inc.
+5.1%
+$510.72 
EU Encore Energy Corp
+2.61%
+$456.12 
ISRG Intuitive Surgical, Inc.
+2.24%
+$66,200.5 
MSFT Microsoft Corp.
+2.15%
+$1.32M 
INTC Intel Corporation
+2.12%
+$17,915.35 
GEV GE Vernova Inc.
+2.02%
+$13,337.55 
AVGO Broadcom Inc.
+1.98%
+$976,965.72 
MU Micron Technology, Inc.
+1.95%
+$1.48M 
PLTR Palantir Technologies Inc.
+1.87%
+$3,756.89 
ULTA Ulta Beauty Inc.
+1.77%
+$145,997.17 
CRM Salesforce Inc
+1.77%
+$137,337.07 
EFX Equifax Inc.
+1.69%
+$15,750 
AMD Advanced Micro Devices, Inc.
+1.57%
+$10,082.71 
ALL Allstate Corporation
+1.53%
+$5,779.47 
GOOG Alphabet Inc
+1.52%
+$139,655.25 
GOOGL Alphabet Inc
+1.5%
+$1.39M 
NOW ServiceNow, Inc.
+1.41%
+$29,131.38 
ICE Intercontinental Exchange, Inc.
+1.37%
+$65,434.28 
CVX Chevron Corporation
+1.24%
+$19,085.11 
AMZN Amazon.com Inc
+1.12%
+$666,774.26 
VEEV Veeva Systems Inc.
+1.04%
+$20,681.64 
ABT Abbott Laboratories
+1.03%
+$24,475.36 
ROST Ross Stores, Inc.
+0.99%
+$12,131.23 
SCHW Charles Schwab Corporation
+0.96%
+$114,415 
INTU Intuit Inc.
+0.94%
+$8,921.69 
PSX Phillips 66
+0.94%
+$5,969.38 
KMI Kinder Morgan, Inc.
+0.87%
+$9,847.04 
CASY Casey's General Stores Inc.
+0.85%
+$67,939.04 
COP ConocoPhillips
+0.85%
+$12,024.12 
ACN Accenture plc Class A
+0.81%
+$21,748.65 
TJX The TJX Companies, Inc.
+0.8%
+$115,687.35 
SHOP Shopify Inc.
+0.74%
+$1,978 
PAYX Paychex Inc.
+0.71%
+$1,718.01 
MA Mastercard Incorporated
+0.71%
+$43,380.71 
KO The Coca-Cola Company
+0.69%
+$8,795.92 
XOM Exxon Mobil Corporation
+0.68%
+$35,943 
DT Dynatrace, Inc.
+0.68%
+$8,389.8 
DUK Duke Energy Corporation
+0.67%
+$2,185.67 
T AT&T Inc.
+0.64%
+$2,311.26 
PWR Quanta Services Inc.
+0.64%
+$8,422.64 
DAR Darling Ingredients Inc.
+0.63%
+$31,580.56 
MO Altria Group, Inc.
+0.61%
+$4,657.95 
V Visa Inc. Class A
+0.56%
+$131,906.91 
GD General Dynamics Corporation
+0.55%
+$2,575.51 
FICO Fair Isaac Corporation
+0.54%
+$31,294.9 
HON Honeywell International Inc.
+0.52%
+$2,107.69 
RTX RTX Corporation
+0.48%
+$4,517.06 
XLE Energy Select Sector SPDR Fund
+0.45%
+$153,701.6 
CEG Constellation Energy Corporation
+0.44%
+$3,381.06 
ANET Arista Networks, Inc.
+0.44%
+$43,260.24 
VDE Vanguard Energy ETF
+0.43%
+$3,610.6 
ETN Eaton Corporation plc
+0.35%
+$4,627.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$1,519.66 
IYW iShares U.S. Technology ETF
+0.3%
+$3,789.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$1,330.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$37,417.38 
NVDA NVIDIA Corporation
+0.23%
+$137,111.22 
MAR Marriott International Inc. - Class A
+0.19%
+$917.7 
HSY The Hershey Company
+0.16%
+$762.16 
IBM International Business Machines Corporation
+0.15%
+$860.64 
LMT Lockheed Martin Corporation
+0.15%
+$7,691.63 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$3,144.45 
VGT Vanguard Information Technology ETF
+0.12%
+$1,030.66 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$2,802.8 
CB Chubb Limited
+0.1%
+$537.24 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$2,788.52 
EXLS ExlService Holdings Inc.
+0.09%
+$2,475.03 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$557.64 
VUG Vanguard Growth ETF
+0.07%
+$2,419.56 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$13,139.16 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$329.13 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$373.26 
CME CME Group Inc.
+0.02%
+$519.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,111.59 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
ORCL Oracle Corporation
-3.98%
-$33,711.06 
URI United Rentals, Inc.
-3.11%
-$473,882.5 
DHI D.R. Horton, Inc.
-3.08%
-$23,680.85 
TSLA Tesla, Inc.
-2.96%
-$73,446.52 
CRH CRH plc
-2.89%
-$69,034.68 
LLY Eli Lilly and Company
-2.73%
-$1.08M 
BX Blackstone Inc.
-2.6%
-$78,820.5 
TD The Toronto-Dominion Bank
-2.51%
-$188,424.2 
NUE Nucor Corporation
-2.48%
-$11,951.3 
MRK Merck & Co., Inc.
-2.42%
-$81,653.25 
BDX Becton, Dickinson and Company
-2.33%
-$6,946.65 
SHW The Sherwin-Williams Company
-2.33%
-$275,495.92 
CACI Caci International Inc.
-2.22%
-$4,450.05 
FDX FedEx Corporation
-2.16%
-$249,167.21 
GE General Electric Company
-2.16%
-$20,662.32 
AAPL Apple Inc.
-2.14%
-$2.66M 
BA Boeing Company
-2.13%
-$10,182.9 
EMR Emerson Electric Co.
-2.12%
-$7,095.1 
MS Morgan Stanley
-2.12%
-$11,340.7 
MNST Monster Beverage Corporation
-2.1%
-$141,382.35 
LRCX Lam Research Corporation
-2.09%
-$11,425.35 
NFLX Netflix, Inc.
-1.96%
-$36,702.45 
LOW Lowe's Companies Inc.
-1.93%
-$17,193.5 
DE Deere & Company
-1.88%
-$7,058.71 
UNP Union Pacific Corporation
-1.82%
-$76,356.5 
CAT Caterpillar Inc.
-1.81%
-$66,109.43 
WMT Walmart Inc.
-1.79%
-$92,275.32 
ORLY O'Reilly Automotive Inc.
-1.77%
-$9,566.9 
AMT American Tower Corporation
-1.76%
-$133,674 
HD The Home Depot, Inc.
-1.72%
-$106,117.5 
AZO AutoZone Inc.
-1.72%
-$3,923.25 
BLK BlackRock, Inc.
-1.69%
-$312,883.78 
JNJ Johnson & Johnson
-1.67%
-$291,018.47 
FAST Fastenal Co.
-1.6%
-$19,747.23 
ITW Illinois Tool Works Inc.
-1.58%
-$6,814.66 
ECL Ecolab Inc.
-1.53%
-$88,616 
NSC Norfolk Southern Corporation
-1.53%
-$23,323.86 
PLD Prologis Inc.
-1.52%
-$37,772.59 
SNPS Synopsys, Inc.
-1.51%
-$85,699.5 
PPG PPG Industries Inc.
-1.41%
-$5,786.76 
BAC Bank of America Corporation
-1.39%
-$126,875.25 
WFC Wells Fargo & Company
-1.35%
-$6,729.54 
CTAS Cintas Corporation
-1.3%
-$10,001.1 
DIS The Walt Disney Company
-1.29%
-$8,259.3 
MTUS Metallus Inc.
-1.29%
-$2,500 
COR Cencora, Inc.
-1.27%
-$3,041.97 
CAH Cardinal Health Inc.
-1.21%
-$7,495.62 
PEP PepsiCo, Inc.
-1.21%
-$49,378.36 
MDLZ Mondelez International, Inc.
-1.2%
-$92,177.83 
MCK McKesson Corporation
-1.18%
-$6,057.29 
ETR Entergy Corporation
-1.17%
-$19,706.61 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$215,018.75 
PPL PPL Corporation
-1.17%
-$8,277.78 
UVSP Univest Financial Corporation
-1.17%
-$321,113.52 
WSFS WSFS Financial Corporation
-1.15%
-$10,686.72 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$106,835.69 
CSCO Cisco Systems, Inc.
-1.11%
-$57,531.04 
SNA Snap-on Inc.
-1.08%
-$15,859.72 
PNC The PNC Financial Services Group, Inc.
-1.08%
-$9,337.76 
MET MetLife Inc.
-1.07%
-$30,340.4 
UNH UnitedHealth Group Incorporated
-1.07%
-$153,606.22 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$31,399.49 
ADBE Adobe Inc.
-1.06%
-$30,124.9 
PEG Public Service Enterprise Group Incorporated
-1.03%
-$2,541.78 
AXP American Express Company
-0.96%
-$141,178.43 
GS The Goldman Sachs Group, Inc.
-0.96%
-$2,914.32 
BMY Bristol-Myers Squibb Company
-0.95%
-$19,808.74 
A Agilent Technologies Inc.
-0.91%
-$11,067.69 
EFG iShares MSCI EAFE Growth ETF
-0.91%
-$6,639.2 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.91%
-$3,772.32 
NEE NextEra Energy, Inc.
-0.9%
-$284,716.8 
GLW Corning Incorporated
-0.89%
-$38,981.98 
SO The Southern Company
-0.88%
-$3,496.08 
QCOM QUALCOMM Incorporated
-0.85%
-$2,868.9 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$25,083.2 
TDG TransDigm Group Inc.
-0.8%
-$32,825.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$5,149.95 
ADI Analog Devices, Inc.
-0.77%
-$24,374.5 
FTNT Fortinet Inc.
-0.77%
-$67,703.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.76%
-$17,133 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$3,478.81 
AMAT Applied Materials, Inc.
-0.75%
-$218,532.05 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$13,621.11 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$35,850.19 
ABNB Airbnb, Inc.
-0.71%
-$21,025.68 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$12,087.68 
WEC WEC Energy Group Inc.
-0.71%
-$9,160.8 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$3,092.58 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$4,244.83 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$14,041.08 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.68%
-$21,073.72 
VB Vanguard Small-Cap ETF
-0.68%
-$4,094 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$7,316.02 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$88,075.61 
JPM JPMorgan Chase & Co.
-0.65%
-$82,006.39 
EXC Exelon Corporation
-0.65%
-$1,453.5 
SBUX Starbucks Corporation
-0.65%
-$4,511.8 
IDXX IDEXX Laboratories, Inc.
-0.64%
-$23,464.32 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$19,870.03 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.63%
-$24,735.52 
VOE Vanguard Mid-Cap Value ETF
-0.63%
-$17,720.31 
AVUV Avantis U.S. Small Cap Value ETF
-0.62%
-$2,301.78 
COF Capital One Financial Corporation
-0.61%
-$2,977.38 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$91,564.04 
DVY iShares Select Dividend ETF
-0.59%
-$1,362.24 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$4,935.15 
AMGN Amgen Inc.
-0.58%
-$27,945.84 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.57%
-$14,685 
PG Procter & Gamble Co
-0.57%
-$20,111.85 
SPGI S&P Global Inc.
-0.55%
-$88,648.62 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$1,216.88 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.55%
-$189,354.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$24,797.74 
COST Costco Wholesale Corporation
-0.54%
-$93,835.75 
LHX L3Harris Technologies, Inc.
-0.52%
-$71,930.81 
IWR iShares Russell Mid-Cap ETF
-0.51%
-$5,719.28 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$1,800.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$1,678.88 
ZTS Zoetis Inc.
-0.48%
-$11,242.08 
MMM 3M Company
-0.46%
-$1,232.24 
VTV Vanguard Value ETF
-0.45%
-$52,379.03 
ABBV AbbVie Inc.
-0.44%
-$7,947.67 
UBER Uber Technologies, Inc.
-0.4%
-$18,548.4 
VO Vanguard Mid-Cap ETF
-0.4%
-$1,501.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$3,367.36 
XLF Financial Select Sector SPDR Fund
-0.39%
-$10,579.8 
IXUS iShares Core International Stock ETF
-0.39%
-$2,112.12 
TT Trane Technologies plc
-0.39%
-$1,314.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.39%
-$25,365.12 
YUM Yum! Brands, Inc.
-0.37%
-$777.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$630,813 
WSO Watsco Inc.
-0.31%
-$4,971.54 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.29%
-$4,783.35 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$1,178.29 
EQIX Equinix, Inc.
-0.26%
-$13,662.51 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$1,177.26 
PH Parker-Hannifin Corporation
-0.25%
-$14,067.69 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$1,764.72 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$109,644.81 
CINF Cincinnati Financial Corporation
-0.24%
-$4,050.51 
BNDX Vanguard Total International Bond ETF
-0.23%
-$6,454.47 
LIN Linde plc
-0.23%
-$1,721.04 
SYK Stryker Corporation
-0.23%
-$1,355.61 
MBB iShares MBS ETF
-0.22%
-$7,935.48 
GLD SPDR Gold Shares
-0.22%
-$1,483.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$1,491.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$21,922.49 
VZ Verizon Communications Inc.
-0.21%
-$2,093.94 
IAU iShares Gold Trust
-0.2%
-$614.85 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$153,730.4 
RMD ResMed Inc.
-0.19%
-$3,464.93 
IVV iShares Core S&P 500 ETF
-0.18%
-$5,895.47 
IWB iShares Russell 1000 ETF
-0.17%
-$425.59 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$384.15 
MUB iShares National Muni Bond ETF
-0.17%
-$24,685.02 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$7,241.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$6,806.25 
VOO Vanguard S&P 500 ETF
-0.14%
-$38,007.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$204,687.12 
PM Philip Morris International Inc.
-0.14%
-$21,352.76 
TRV The Travelers Companies, Inc.
-0.13%
-$753.62 
WM Waste Management, Inc.
-0.11%
-$3,553.9 
IAGG iShares International Aggregate Bond Fund
-0.1%
-$404.65 
TEL TE Connectivity plc
-0.08%
-$11,224.25 
ROP Roper Technologies Inc.
-0.08%
-$3,644.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$300.75 
SSNC SS&C Technologies Holdings Inc.
-0.07%
-$6,995.75 
POOL Pool Corporation
-0.07%
-$2,887.24 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$435.2 
VOT Vanguard Mid-Cap Growth ETF
-0.06%
-$299.16 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$1,173.29 
CMCSA Comcast Corp
-0.04%
-$284.21 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$377.94 
INGR Ingredion Inc.
-0.04%
-$413.6 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$1,132.86 
DFAE Dimensional Emerging Core Equity Market ETF
-0.03%
-$75.79 
MCD McDonald's Corporation
-0.03%
-$926.39 
META Meta Platforms Inc Class A
-0.03%
-$9,940.74 
EME EMCOR Group, Inc.
-0.02%
-$1,249.12 Events
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Dividends
Dividend Analysis
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| Trades 8740 | Longs Won 5849/8740 66% | Profit Factor 1.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.32M |
| Average Win $181,402.95 | Best Trade (Jul 24) $69.33M | Sharpe Ratio -10.7 |
| Average Loss -$193,804.29 | Worst Trade (Jun 30) -$293.3M | Z-Score -5.7 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1w | Expectancy $61,166.8 |
| 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% | 0.02% | 0.49% | 8.11% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Beth Nauman?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $28.17M, Vanguard Total International Stock Index Fund Investor Shares - $23.52M, The Home Depot, Inc - $11.75M, Costco Wholesale Corporation - $11.64M, and Vanguard S&P 500 ETF - $10.53M. 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: EAS - $298.1M, LU - $10.17M, Corning Incorporated - $3.72M, 001957109 - $3.54M, and Cisco Systems, Inc - $3.14M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Nauman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $165.69M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $15.63M, Univest Financial Corporation - $14.66M, General Electric Company - $9.68M, Citigroup Inc - $8.57M, and SPDR Portfolio Aggregate Bond ETF - $5.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Nauman's monthly returns?
Beth Nauman's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Beth Nauman's strategy be considered aggressive or moderate?
Beth Nauman's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Beth Nauman's strategy?
Beth Nauman'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.
