Carrie Delgott Portfolio
Invests via Wescott Financial Advisory Group LLC | Managed by Mark E. McCarron, Carrie M. Delgott
Invests via Wescott Financial Advisory Group LLC
Managed by Mark E. McCarron, Carrie M. Delgott
Automatically Tracked
Carrie Delgott Profile
Bringing a wealth of expertise in venture capital, Carrie Delgott has distinguished herself as an influential investor-operator. Her career is marked by significant contributions to high-growth startups across technology and consumer sectors, where she has facilitated pivotal funding rounds and strategic guidance. With a background steeped in both entrepreneurial ventures and corporate environments, her insights bridge the gap between innovative ideation and market execution. Delgott's leadership fosters collaborations that drive value creation, establishing her as a key player in the investment landscape.
Bringing a wealth of expertise in venture capital, Carrie Delgott has distinguished herself as an influential investor-operator. Her career is marked by significant contributions to high-growth startups across technology and consumer sectors, where she has facilitated pivotal funding rounds and strategic guidance. With a background steeped in both entrepreneurial ventures and corporate environments, her insights bridge the gap between innovative ideation and market execution. Delgott's leadership fosters collaborations that drive value creation, establishing her as a key player in the investment landscape.
Investment Philosophy & Strategy
A focus on identifying transformative opportunities drives Carrie Delgott's investment approach. With deep-seated expertise in venture capital, she prioritizes engagement with disruptive startups, aiming to enhance their market positioning through strategic collaboration and targeted funding. Her extensive background encompasses both entrepreneurial initiatives and corporate ventures, equipping her with a dual perspective that is pivotal in navigating complex landscapes. By emphasizing innovation and scalability, Delgott nurtures investments that align with long-term growth trajectories, ensuring value creation across diverse sectors.
A focus on identifying transformative opportunities drives Carrie Delgott's investment approach. With deep-seated expertise in venture capital, she prioritizes engagement with disruptive startups, aiming to enhance their market positioning through strategic collaboration and targeted funding. Her extensive background encompasses both entrepreneurial initiatives and corporate ventures, equipping her with a dual perspective that is pivotal in navigating complex landscapes. By emphasizing innovation and scalability, Delgott nurtures investments that align with long-term growth trajectories, ensuring value creation across diverse sectors.
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:
169.53%
Gain +2.13%
Monthly
1.66%
Yearly
21.83%
Drawdown
30.94%
$1.29B
Equity
Holdings
$1.29B
Investment
$904.46M
$411.96M
Profit +$10.32M
Realized
$31.42M
Unrealized
$380.55M
Dividends
$68.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.13%
Profit
$10.32M
Win %
79%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$11.06M
Win %
79%
This Month
Compared to last month
Gain
-0.44%
Profit
-$5.7M
Win %
79%
This Year
Compared to last year
Gain
12.66%
Profit
$144.38M
Win %
79%
QCOM QUALCOMM Incorporated
+4.38%
+$19,350 
ETN Eaton Corporation plc
+3.91%
+$8,992.01 
GEV GE Vernova Inc.
+3.71%
+$34,093.11 
VRT Vertiv Holdings Co
+3.26%
+$7,208.19 
ORCL Oracle Corporation
+2.68%
+$7,310.3 
CSCO Cisco Systems, Inc.
+2.5%
+$10,950.99 
AME Ametek Inc.
+2.38%
+$30,506.89 
CAT Caterpillar Inc.
+2.31%
+$25,093.12 
META Meta Platforms Inc Class A
+2.18%
+$48,071.14 
SLV iShares Silver Trust
+2.07%
+$4,769.52 
CEF Sprott Physical Gold and Silver Trust
+2.01%
+$5,025.68 
CARR Carrier Global Corporation
+1.85%
+$4,351.2 
CMI Cummins Inc.
+1.81%
+$8,427.63 
GLD SPDR Gold Shares
+1.79%
+$11,835.72 
IAU iShares Gold Trust
+1.73%
+$19,678.43 
GOOGL Alphabet Inc
+1.65%
+$40,080.65 
GOOG Alphabet Inc
+1.62%
+$25,437.64 
AMAT Applied Materials, Inc.
+1.6%
+$6,974.23 
AMZN Amazon.com Inc
+1.57%
+$27,838.26 
XLK State Street Technology Select Sector SPDR ETF
+1.46%
+$5,001.55 
AAPL Apple Inc.
+1.44%
+$292,292.47 
T AT&T Inc.
+1.43%
+$2,794.07 
AVGO Broadcom Inc.
+1.42%
+$18,178.94 
IEMG iShares Core MSCI Emerging Markets ETF
+1.39%
+$681,764.99 
VGT Vanguard Information Technology ETF
+1.39%
+$10,650.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.35%
+$83,173.62 
DFAE Dimensional Emerging Core Equity Market ETF
+1.34%
+$255,510.88 
ECL Ecolab Inc.
+1.32%
+$3,308.95 
HD The Home Depot, Inc.
+1.31%
+$4,063.18 
ESGE iShares ESG Aware MSCI EM ETF
+1.29%
+$41,260.1 
TT Trane Technologies plc
+1.29%
+$9,718.24 
IEFA iShares Core MSCI EAFE ETF
+1.24%
+$624,342.07 
NUDM Nuveen ESG International Developed Markets Equity Fund
+1.24%
+$12,259.5 
JPM JPMorgan Chase & Co.
+1.24%
+$16,242.04 
VEU Vanguard FTSE All-World ex-US ETF
+1.21%
+$15,100.08 
SCHF Schwab International Equity ETF
+1.2%
+$9,896.24 
IBM International Business Machines Corporation
+1.19%
+$8,715.29 
EFG iShares MSCI EAFE Growth ETF
+1.17%
+$20,893.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.16%
+$72,624 
IXUS iShares Core International Stock ETF
+1.15%
+$51,088.86 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$16,937.48 
MGK Vanguard Mega Cap Growth ETF
+1.15%
+$12,586.85 
BLK BlackRock, Inc.
+1.14%
+$2,560.48 
VUG Vanguard Growth ETF
+1.11%
+$64,794.06 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.1%
+$2,651.85 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$501,808.23 
VZ Verizon Communications Inc.
+1.08%
+$5,139.18 
DFAI Dimensional International Core Equity Market ETF
+1.07%
+$26,613.4 
IWO iShares Russell 2000 Growth ETF
+1.07%
+$21,579.48 
ACWI iShares MSCI ACWI ETF
+1.06%
+$78,773.06 
IWF iShares Russell 1000 Growth ETF
+1.06%
+$31,347 
DFIV Dimensional International Value ETF
+1.04%
+$244,130.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.04%
+$151,010.97 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$1.09M 
INTF iShares International Equity Factor ETF
+1.03%
+$4,431.35 
SYY Sysco Corporation
+1.01%
+$3,163.96 
IUSG iShares Core S&P U.S. Growth ETF
+1%
+$10,580.64 
MGC Vanguard Mega Cap ETF
+1%
+$11,331.28 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.99%
+$3,848.97 
PM Philip Morris International Inc.
+0.98%
+$2,988.26 
IVV iShares Core S&P 500 ETF
+0.97%
+$554,751.56 
VOO Vanguard S&P 500 ETF
+0.97%
+$1.89M 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$12,814.39 
IWB iShares Russell 1000 ETF
+0.96%
+$344,393.38 
SCHK Schwab 1000 Index ETF
+0.96%
+$31,845.8 
LRGF iShares U.S. Equity Factor ETF
+0.96%
+$56,395.4 
CSL Carlisle Companies Inc.
+0.95%
+$20,069.56 
QQQM Invesco NASDAQ 100 ETF
+0.95%
+$2,828.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.95%
+$58,611.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.92%
+$13,652.19 
VOT Vanguard Mid-Cap Growth ETF
+0.92%
+$14,750.1 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.92%
+$12,174.82 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.91%
+$22,596.6 
IWM iShares Russell 2000 ETF
+0.91%
+$5,439.1 
NULV Nuveen ESG Large-Cap Value ETF
+0.9%
+$11,598.55 
JNJ Johnson & Johnson
+0.89%
+$49,565.67 
SUSA iShares MSCI USA ESG Select ETF
+0.89%
+$21,851.5 
DFAU Dimensional US Core Equity Market ETF
+0.88%
+$14,671.24 
SCHV Schwab U.S. Large-Cap Value ETF
+0.88%
+$14,310.9 
IVE ISHARES S&P 500 VALUE ETF
+0.87%
+$92,245.32 
IWD iShares Russell 1000 Value ETF
+0.86%
+$5,415.87 
NUSC Nuveen ESG Small-Cap ETF
+0.86%
+$22,149.73 
DISV Dimensional International Small Cap Equity Fund
+0.86%
+$2,319.52 
VO Vanguard Mid-Cap ETF
+0.86%
+$42,310.8 
VYM Vanguard High Dividend Yield ETF
+0.85%
+$3,372.72 
DFAR Dimensional US Real Estate ETF
+0.85%
+$2,244.39 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.85%
+$2,886.87 
DFIS Dimensional International Small Cap ETF
+0.83%
+$361,895.61 
IJH iShares Core S&P Mid-Cap ETF
+0.83%
+$114,830.67 
BAC Bank of America Corporation
+0.82%
+$9,363.22 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.82%
+$3,009.44 
VB Vanguard Small-Cap ETF
+0.81%
+$6,338.2 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$255,351.74 
VWO Vanguard FTSE Emerging Markets ETF
+0.81%
+$4,173.91 
IJR iShares Core S&P Small-Cap ETF
+0.8%
+$44,969.62 
VOE Vanguard Mid-Cap Value ETF
+0.8%
+$12,120.34 
SCHM Schwab U.S. Mid-Cap ETF
+0.79%
+$28,013.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.79%
+$3,985.24 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.79%
+$20,547.24 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.78%
+$11,395.95 
SPEM SPDR Portfolio Emerging Markets ETF
+0.78%
+$3,717.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$3,721.62 
PG Procter & Gamble Co
+0.75%
+$24,800.46 
MSFT Microsoft Corp.
+0.75%
+$47,898.88 
VTV Vanguard Value ETF
+0.75%
+$37,433 
MAR Marriott International Inc. - Class A
+0.75%
+$13,060.56 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$2,403.96 
GS The Goldman Sachs Group, Inc.
+0.74%
+$17,846.05 
DFUV Dimensional US Marketwide Value ETF
+0.72%
+$316,416.27 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.71%
+$5,844.6 
DFAS Dimensional U.S. Small Cap ETF
+0.71%
+$104,596.76 
NULG Nuveen ESG Large-Cap Growth ETF
+0.7%
+$9,959.52 
NFLX Netflix, Inc.
+0.68%
+$2,859.47 
IWS iShares Russell Mid-Cap Value ETF
+0.68%
+$202,596.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.66%
+$24,145.16 
SOLV Solventum Corporation
+0.66%
+$2,294.25 
NVDA NVIDIA Corporation
+0.63%
+$19,000.53 
IBB iShares Biotechnology ETF
+0.62%
+$3,493 
GE General Electric Company
+0.61%
+$7,565.62 
CVX Chevron Corporation
+0.6%
+$5,519.46 
DFGR Dimensional Global Real Estate ETF
+0.58%
+$149,846.73 
PNC The PNC Financial Services Group, Inc.
+0.56%
+$2,495.91 
MU Micron Technology, Inc.
+0.56%
+$3,365.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.53%
+$8,245.64 
WMT Walmart Inc.
+0.49%
+$3,095.04 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$1,884.3 
GII SPDR S&P Global Infrastructure ETF
+0.46%
+$2,240.14 
PWV Invesco Large Cap Value ETF
+0.45%
+$2,598.43 
DIS The Walt Disney Company
+0.43%
+$3,832.72 
TSLA Tesla, Inc.
+0.43%
+$3,618.85 
MMM 3M Company
+0.42%
+$10,814.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$18,566.55 
KO The Coca-Cola Company
+0.38%
+$2,972.31 
CI The Cigna Group
+0.37%
+$1,022.32 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.32%
+$1,440.14 
MCK McKesson Corporation
+0.3%
+$658.26 
V Visa Inc. Class A
+0.29%
+$1,197.56 
MUB iShares National Muni Bond ETF
+0.29%
+$941.7 
TD The Toronto-Dominion Bank
+0.28%
+$780.12 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.27%
+$2,485.56 
EPD Enterprise Products Partners L.P.
+0.27%
+$773.33 
SCMB Schwab Municipal Bond ETF
+0.27%
+$2,014.81 
CL Colgate-Palmolive Company
+0.25%
+$809.6 
XOM Exxon Mobil Corporation
+0.23%
+$9,466.56 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$24,752.91 
MRK Merck & Co., Inc.
+0.19%
+$35,672.16 
GILD Gilead Sciences Inc.
+0.19%
+$1,002.78 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.18%
+$3,136.67 
RTX RTX Corporation
+0.18%
+$1,971 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$52,681.59 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$8,641.87 
PEP PepsiCo, Inc.
+0.12%
+$405.79 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$479.23 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$19,397.26 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.08%
+$58,041.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$1,375.4 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$8,585.57 
DFNM Dimensional National Municipal Bond ETF
+0.06%
+$2,408.76 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$679.56 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$381.15 
NOC Northrop Grumman Corporation
+0.05%
+$279.6 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$1,513.79 
LHX L3Harris Technologies, Inc.
+0.04%
+$77.66 
BMY Bristol-Myers Squibb Company
+0.03%
+$87.32 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$1,269.48 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$161.22 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$441.58 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$31.67 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$477.24 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$365.42 
ANVS Annovis Bio, Inc.
0%
$0 
ESBA Empire State Realty OP, L.P.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
OGCP Empire State Realty OP, L.P. Series 60 Operating Partnership Units
-0.93%
-$658.96 
PWP Perella Weinberg Partners
-0.77%
-$2,368.95 
TJX The TJX Companies, Inc.
-0.74%
-$1,692 
ET Energy Transfer L.P.
-0.6%
-$2,797.47 
CVS CVS Health Corporation
-0.59%
-$2,409.12 
NSC Norfolk Southern Corporation
-0.47%
-$22,654.71 
CB Chubb Limited
-0.41%
-$8,357 
HSY The Hershey Company
-0.38%
-$5,438.39 
DGX Quest Diagnostics Inc.
-0.24%
-$640.64 
LLY Eli Lilly and Company
-0.23%
-$24,455.6 
COR Cencora, Inc.
-0.11%
-$1,208.55 
JPIB JPMorgan International Bond ETF
-0.1%
-$230.49 
PAYO Payoneer Global Inc.
-0.08%
-$104.86 
PFE Pfizer Inc.
-0.07%
-$178.28 
AMGN Amgen Inc.
-0.07%
-$196.04 
COST Costco Wholesale Corporation
-0.04%
-$525.54 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$1,333.53 
MCD McDonald's Corporation
-0.01%
-$28.72 Events
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Dividends
Dividend Analysis
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| Trades 2747 | Longs Won 1968/2747 71% | Profit Factor 28.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $217,045.16 | Best Trade (Aug 14) $59.21M | Sharpe Ratio -10.64 |
| Average Loss -$19,488.71 | Worst Trade (Sep 10) -$1.27M | Z-Score 26.32 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 6d | Expectancy $149,968.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,389 | $11.33M | $20.67M | - | $9.34M | 82.4% | +1.435% |
| ACWI iShares MSCI ACWI ETF | 46,611 | $5.03M | $7.48M | - | $2.45M | 48.57% | +1.064% |
| AGG iShares Core U.S. Aggregate Bond ETF | 117,871 | $11.49M | $11.35M | - | -$140,985.72 | -1.23% | +0.219% |
| AMAT Applied Materials, Inc. | 958 | $246,959.62 | $441,915.82 | - | $194,956.2 | 78.94% | +1.603% |
| AME Ametek Inc. | 5,477 | $1.12M | $1.31M | - | $188,856.95 | 16.79% | +2.378% |
| AMGN Amgen Inc. | 754 | $248,116.9 | $288,186.34 | - | $40,069.44 | 16.15% | -0.068% |
| AMZN Amazon.com Inc | 7,021 | $1.34M | $1.8M | - | $454,286.97 | 33.85% | +1.574% |
| ANVS Annovis Bio, Inc. | 41,607 | $1.32M | $49,512.33 | - | -$1.27M | -96.25% | 0.0 |
| AVGO Broadcom Inc. | 3,561 | $1.01M | $1.3M | - | $296,891.34 | 29.51% | +1.415% |
| AVLV Avantis U.S. Large Cap Value ETF | 3,484 | $230,171 | $326,032.72 | - | $95,861.72 | 41.65% | +0.743% |
| BAC Bank of America Corporation | 18,181 | $637,450.05 | $1.15M | - | $509,316.52 | 79.9% | +0.823% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 390,234 | $29.77M | $28.99M | - | -$782,938.92 | -2.63% | +0.182% |
| BLK BlackRock, Inc. | 211 | $225,841.74 | $226,726.88 | - | $885.14 | 0.39% | +1.142% |
| BMY Bristol-Myers Squibb Company | 4,366 | $264,797.9 | $278,419.82 | - | $13,621.92 | 5.14% | +0.031% |
| BNY BlackRock New York Municipal Income Trust | 2,819 | $221,167.88 | $458,820.44 | - | $237,652.56 | 107.45% | +0.105% |
| BRK-A Berkshire Hathaway Inc. | 10 | $7.98M | $7.61M | - | -$371,966 | -4.66% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 10,475 | $4M | $5.32M | - | $1.32M | 33.01% | +0.163% |
| BSV Vanguard Short-Term Bond ETF | 43,251 | $3.31M | $3.32M | - | $13,500.56 | 0.41% | +0.046% |
| CARR Carrier Global Corporation | 4,144 | $195,875.05 | $239,067.36 | - | $43,192.31 | 22.05% | +1.854% |
| CAT Caterpillar Inc. | 1,352 | $492,496.07 | $1.11M | - | $620,957.05 | 126.08% | +2.306% |
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FAQ
Which stocks have generated the highest profits for Carrie Delgott?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $8.68M, iShares Russell Mid-Cap Value ETF - $6.83M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.47M, iShares Core MSCI EAFE ETF - $4.96M, and Dimensional US Marketwide Value ETF - $4.78M. 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: Organon & Co - $405,315.4, Vanguard S&P Small-Cap 600 ETF - $293,835.29, Empire State Realty Trust Inc - $237,951.19, Metromile, Inc - $223,994.4, and Ree Automotive Ltd - $189,844.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carrie Delgott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.56M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $5.62M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.46M, iShares Core MSCI EAFE ETF - $4.43M, Vanguard Short-Term Corporate Bond ETF - $3.67M, and Dimensional Global Real Estate ETF - $2.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carrie Delgott's monthly returns?
Carrie Delgott'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 Carrie Delgott's strategy be considered aggressive or moderate?
Carrie Delgott'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 Carrie Delgott's strategy?
Carrie Delgott'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.
