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:
193.71%
Gain -0.38%
Monthly
1.58%
Yearly
20.74%
Drawdown
30.95%
$1.29B
Equity
Holdings
$1.29B
Investment
$927.09M
$395.42M
Profit -$2.22M
Realized
$33.99M
Unrealized
$361.43M
Dividends
$71.45M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$2.22M
Win %
76%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$210,946.01
Win %
76%
This Month
Compared to last month
Gain
-0.12%
Profit
-$1.58M
Win %
76%
This Year
Compared to last year
Gain
-0.27%
Profit
-$3.4M
Win %
76%
MU Micron Technology Inc.
+3.44%
+$15,466.51 
CVX Chevron Corporation
+2.77%
+$22,847.31 
XOM ExxonMobil Holdings Corporation
+2.7%
+$117,135.64 
EPD Enterprise Products Partners L.P.
+2.41%
+$6,487.36 
ET Energy Transfer LP
+2.15%
+$9,253.15 
AMD Advanced Micro Devices Inc.
+2.14%
+$7,352.22 
OGCP Empire State Realty OP, L.P. Series 60 Operating Partnership Units Representing Limited Partnership Interests
+1.98%
+$1,565.03 
INTC Intel Corporation
+1.87%
+$5,121.6 
AMAT Applied Materials Inc.
+1.67%
+$6,032.89 
CSCO Cisco Systems, Inc.
+1.55%
+$6,958.47 
ADI Analog Devices, Inc.
+1.51%
+$3,084.06 
ORCL Oracle Corporation
+1.51%
+$3,217.71 
SNDK Sandisk Corp.
+1.41%
+$1,779 
SMH VanEck Semiconductor ETF
+1.28%
+$2,157.65 
LRCX Lam Research Corp.
+1.23%
+$1,632.92 
QCOM QUALCOMM Incorporated
+1.15%
+$4,851.62 
GLW Corning Incorporated
+0.9%
+$1,165.5 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$2,314.2 
VGT Vanguard Information Technology ETF
+0.75%
+$5,087.24 
MSFT Microsoft Corporation Common Stock
+0.67%
+$44,968.43 
AVGO Broadcom Inc.
+0.65%
+$7,938.04 
AME AMETEK, Inc.
+0.61%
+$7,950.35 
QQQM Invesco NASDAQ 100 ETF
+0.47%
+$1,985.5 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$13,648.57 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$442,469.23 
DFAE Dimensional Emerging Core Equity Market ETF
+0.32%
+$57,152.58 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$137,418.79 
SCMB Schwab Municipal Bond ETF
+0.26%
+$2,032.42 
DFAR Dimensional US Real Estate ETF
+0.26%
+$581.68 
DFGR Dimensional Global Real Estate ETF
+0.25%
+$62,922.44 
KLAC KLA Corporation
+0.25%
+$313.39 
IBM International Business Machines Corporation
+0.21%
+$1,501.24 
GII State Street SPDR S&P Global Infrastructure ETF
+0.2%
+$991.22 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$342.97 
MUB iShares National Muni Bond ETF
+0.14%
+$472.05 
ETN Eaton Corporation plc
+0.12%
+$269.11 
DFNM Dimensional National Municipal Bond ETF
+0.12%
+$4,363.15 
IWF iShares Russell 1000 Growth ETF
+0.11%
+$3,128.16 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$47,437.32 
MGK Vanguard Mega Cap Growth ETF
+0.1%
+$1,110.71 
NVDA NVIDIA Corporation
+0.09%
+$2,881.96 
CMI Cummins Inc.
+0.08%
+$361.17 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$286.24 
VRT Vertiv Holdings Co Class A Common Stock
+0.05%
+$90.6 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$33,284.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$75.28 
IVW iShares S&P 500 Growth ETF
+0.04%
+$5,586.75 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$243.81 
NEAR iShares Short Duration Bond Active ETF
+0.01%
+$384.19 
CL Colgate-Palmolive Co.
-3.36%
-$12,249.42 
HSY The Hershey Company Common Stock
-3.13%
-$35,240.31 
PEP PepsiCo, Inc.
-2.71%
-$9,215.76 
HD The Home Depot, Inc.
-2.7%
-$9,953.85 
PG The Procter & Gamble Company
-2.64%
-$104,670.24 
SYY Sysco Corp.
-2.61%
-$8,354.85 
PWP Perella Weinberg Partners Class A Common Stock
-2.46%
-$6,426.72 
GE General Electric Company
-2.38%
-$27,226.09 
CI The Cigna Group
-2.18%
-$6,768.9 
KO The Coca-Cola Company
-2.17%
-$16,777.35 
CAT Caterpillar Inc.
-2.15%
-$20,575.24 
SOLV Solventum Corporation
-2.08%
-$7,320.04 
LLY Eli Lilly and Company
-1.98%
-$244,730.2 
MCD McDonald's Corporation
-1.89%
-$6,899.87 
NSC Norfolk Southern Corp.
-1.85%
-$92,716.86 
RTX RTX Corporation
-1.81%
-$19,895.16 
JNJ Johnson & Johnson
-1.8%
-$98,135.74 
CSL Carlisle Companies Incorporated
-1.8%
-$40,780.32 
MA Mastercard Inc. Class A Common Stock
-1.79%
-$4,588.66 
ANVS Annovis Bio, Inc.
-1.76%
-$728.12 
ESBA Empire State Realty OP, L.P. Series ES Operating Partnership Units
-1.71%
-$1,394.68 
MRK Merck & Co., Inc.
-1.62%
-$314,708.72 
CB Chubb Limited
-1.56%
-$42,578.34 
VZ Verizon Communications Inc.
-1.47%
-$4,147.6 
BLK BlackRock, Inc.
-1.43%
-$3,512.17 
UL Unilever PLC Sponsored ADR
-1.38%
-$5,647.12 
JPM JPMorgan Chase & Co.
-1.36%
-$17,550.6 
V Visa Inc. Class A
-1.25%
-$5,236.85 
TJX The TJX Companies, Inc.
-1.16%
-$2,987.37 
COST Costco Wholesale Corp
-1.07%
-$15,042.53 
WDC Western Digital Corp.
-1.05%
-$1,581.52 
AMGN Amgen Inc. Common Stock
-1.05%
-$3,353.35 
LHX L3Harris Technologies, Inc.
-1.04%
-$1,865.6 
COR Cencora Inc.
-1.04%
-$11,499.87 
FSK FS KKR Capital Corp.
-0.95%
-$2,841.2 
ECL Ecolab Inc.
-0.94%
-$2,470.2 
WMT Walmart Inc.
-0.93%
-$6,705.42 
AEP American Electric Power Company, Inc.
-0.92%
-$1,794.24 
MMM 3M Company
-0.91%
-$25,115.64 
NOC Northrop Grumman Corporation
-0.91%
-$5,840 
CVS CVS Health Corporation Common Stock
-0.86%
-$3,516.72 
MAR Marriott International, Inc. Class A Common Stock
-0.74%
-$15,292.75 
GS The Goldman Sachs Group, Inc.
-0.68%
-$14,574.51 
TD Toronto-Dominion Bank
-0.63%
-$1,867.56 
PM Philip Morris International Inc.
-0.63%
-$1,927.88 
CEF Sprott Physical Gold and Silver Trust
-0.62%
-$1,370.64 
TT Trane Technologies plc
-0.61%
-$4,735.52 
GLD SPDR Gold Shares
-0.58%
-$3,147.12 
BAC Bank of America Corporation
-0.58%
-$5,312.1 
TSLA Tesla, Inc.
-0.57%
-$5,291.13 
IAU iShares Gold Trust
-0.57%
-$5,928.84 
DGX Quest Diagnostics Incorporated
-0.55%
-$1,533.91 
INTF iShares International Equity Factor ETF
-0.51%
-$2,143.68 
IBB iShares Biotechnology ETF
-0.51%
-$2,935.11 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$9,782.79 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$12,745.75 
PNC The PNC Financial Services Group, Inc.
-0.46%
-$1,875.12 
VOT Vanguard Mid-Cap Growth ETF
-0.45%
-$7,044.39 
DFIS DFA International Small Company I
-0.45%
-$191,739.36 
META Meta Platforms Inc Class A
-0.45%
-$10,286.23 
CARR Carrier Global Corp.
-0.44%
-$1,039.25 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$2,307.41 
BRK-A Berkshire Hathaway Inc.
-0.44%
-$36,338.9 
BRK-B Berkshire Hathaway Inc.
-0.44%
-$25,030.26 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$224,690.55 
VTV Vanguard Morningstar Value ETF
-0.43%
-$21,104.29 
IWD iShares Russell 1000 Value ETF
-0.42%
-$2,710.12 
SCHV Schwab U.S. Large-Cap Value ETF
-0.42%
-$7,065.7 
AVLV Avantis U.S. Large Cap Value ETF
-0.42%
-$1,358.76 
DFAI Dimensional International Core Equity Market ETF
-0.4%
-$9,631.38 
VYM Vanguard High Dividend Yield ETF
-0.39%
-$1,539.72 
USMV iShares MSCI USA Min Vol Factor ETF
-0.39%
-$6,226 
IVE iShares S&P 500 Value ETF
-0.38%
-$44,739.24 
IWO iShares Russell 2000 Growth ETF
-0.36%
-$7,412.72 
DISV Dimensional International Small Cap Value ETF
-0.35%
-$929.25 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.34%
-$15,599.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.33%
-$11,570.16 
PWV Invesco Large Cap Value ETF
-0.32%
-$1,850.94 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$47,893.24 
AMZN Amazon.com Inc
-0.32%
-$6,008 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.31%
-$1,125.93 
DIS The Walt Disney Company
-0.3%
-$2,883.51 
DFAS Dimensional U.S. Small Cap ETF
-0.3%
-$45,583.68 
DFLV Dimensional US Large Cap Value ETF
-0.3%
-$100,300.87 
AAPL Apple Inc.
-0.29%
-$69,112.68 
VBR Vanguard Small-Cap Value ETF
-0.29%
-$2,283.49 
VB Vanguard Small-Cap ETF
-0.29%
-$1,841.28 
IWS iShares Russell Mid-Cap Value ETF
-0.28%
-$82,334.13 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.27%
-$3,899.07 
DFAU Dimensional U.S. Core Equity Market ETF
-0.27%
-$4,334.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$12,641.48 
NULV Nuveen ESG Large-Cap Value ETF
-0.24%
-$3,171.35 
NUDM Nuveen ESG International Developed Markets Equity ETF
-0.23%
-$2,199.6 
DFUV Dimensional US Marketwide Value ETF
-0.23%
-$98,065.89 
SCHF Schwab International Equity ETF
-0.22%
-$1,666.86 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.22%
-$1,020.47 
IWM iShares Russell 2000 ETF
-0.22%
-$1,083.02 
VEA Vanguard FTSE Developed Markets ETF
-0.22%
-$12,637.2 
VOO Vanguard S&P 500 ETF
-0.21%
-$430,430.2 
GILD Gilead Sciences Inc.
-0.21%
-$1,224.3 
IVV iShares Core S&P 500 ETF
-0.21%
-$122,716.17 
SPY State Street SPDR S&P 500 ETF Trust
-0.21%
-$2,730.27 
GOOGL Alphabet Inc
-0.2%
-$4,888.27 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.2%
-$2,877.99 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.2%
-$1,816.16 
GEV GE Vernova Inc.
-0.19%
-$1,582.03 
SCHK Schwab 1000 Index ETF
-0.19%
-$6,566.49 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.19%
-$4,832.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$5,962.58 
NUSC Nuveen ESG Small-Cap ETF
-0.18%
-$4,603.68 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.18%
-$1,879.63 
VV Vanguard Morningstar Large-Cap ETF
-0.18%
-$2,388.33 
JPIB JPMorgan International Bond Opportunities ETF
-0.17%
-$411.44 
LRGF iShares U.S. Equity Factor ETF
-0.17%
-$9,795.24 
VTI Vanguard Total Stock Market ETF
-0.17%
-$10,156.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.17%
-$346.26 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$10,214.6 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.16%
-$2,272.41 
IWB iShares Russell 1000 ETF
-0.16%
-$57,569.4 
VXUS Vanguard Total International Stock ETF
-0.16%
-$9,165 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$1,822.89 
ACWI iShares MSCI ACWI ETF
-0.14%
-$9,596.62 
PAYO Payoneer Global Inc.
-0.14%
-$174.77 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$41,838.6 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$7,102.59 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.13%
-$620.41 
MGC Vanguard Morningstar Mega Cap ETF
-0.13%
-$1,450.17 
SUSA iShares ESG Optimized MSCI USA ETF
-0.12%
-$3,101.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$13,825.53 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$2,058.73 
GOOG Alphabet Inc
-0.11%
-$1,782.71 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$520.63 
BNY Bank of New York Mellon Corp.
-0.11%
-$445.63 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$509.58 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$1,659.64 
IXUS iShares Core MSCI Total International Stock ETF
-0.09%
-$3,538.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$20,674.94 
DFIV Dimensional International Value ETF
-0.08%
-$18,836.55 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$9,181.86 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.07%
-$250.53 
VGSH Vanguard Short-Term Treasury ETF
-0.06%
-$1,413.13 
ABBV AbbVie Inc.
-0.05%
-$121.65 
NFLX Netflix Inc.
-0.05%
-$184.26 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$1,739.96 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$4,032.8 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$486.06 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$577.67 
NULG Nuveen ESG Large-Cap Growth ETF
-0.04%
-$565.76 
VUG Vanguard Morningstar Growth ETF
-0.04%
-$2,395.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,428.72 
IUSG iShares Core S&P U.S. Growth ETF
-0.03%
-$338.1 Events
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Dividends
Dividend Analysis
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| Trades 2933 | Longs Won 2071/2933 70% | Profit Factor 25.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.49M |
| Average Win $198,729.51 | Best Trade (Oct 21) $58.46M | Sharpe Ratio -11.08 |
| Average Loss -$18,728.8 | Worst Trade (Oct 19) -$1.28M | Z-Score 23.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 4d | Expectancy $134,819.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 67,427 | $12.79M | $23.41M | - | $10.62M | 83.06% | -0.294% |
| ABBV AbbVie Inc. | 811 | $206,245.41 | $231,167.44 | - | $24,922.03 | 12.08% | -0.053% |
| ACWI iShares MSCI ACWI ETF | 43,621 | $4.76M | $6.86M | - | $2.09M | 43.94% | -0.14% |
| ADI Analog Devices, Inc. | 529 | $210,102.94 | $207,151.11 | - | -$2,951.83 | -1.4% | +1.511% |
| AEP American Electric Power Company, Inc. | 1,489 | $203,710.09 | $192,728.71 | - | -$10,981.38 | -5.39% | -0.922% |
| AGG iShares Core U.S. Aggregate Bond ETF | 120,222 | $11.72M | $11.54M | - | -$178,037.05 | -1.52% | -0.12% |
| AMAT Applied Materials Inc. | 962 | $249,851.62 | $367,340.85 | - | $117,489.23 | 47.02% | +1.67% |
| AMD Advanced Micro Devices Inc. | 677 | $393,276.05 | $351,220.83 | - | -$42,055.22 | -10.69% | +2.138% |
| AME AMETEK, Inc. | 5,483 | $1.13M | $1.32M | - | $191,366.35 | 16.99% | +0.607% |
| AMGN Amgen Inc. Common Stock | 715 | $235,351.81 | $316,451.85 | - | $81,100.04 | 34.46% | -1.049% |
| AMZN Amazon.com Inc | 7,510 | $1.46M | $1.87M | - | $415,726.56 | 28.5% | -0.32% |
| ANVS Annovis Bio, Inc. | 41,607 | $1.32M | $40,533.54 | - | -$1.28M | -96.93% | -1.765% |
| AVGO Broadcom Inc. | 3,780 | $1.09M | $1.23M | - | $140,854.76 | 12.94% | +0.65% |
| AVLV Avantis U.S. Large Cap Value ETF | 3,484 | $230,171 | $324,604.28 | - | $94,433.28 | 41.03% | -0.417% |
| BAC Bank of America Corporation | 18,007 | $632,176.11 | $914,485.49 | - | $282,309.38 | 44.66% | -0.578% |
| BIV Vanguard Intermediate-Term Bond ETF | 418,386 | $31.93M | $30.95M | - | -$984,668.76 | -3.08% | -0.135% |
| BLK BlackRock, Inc. | 216 | $230,649.54 | $242,142.48 | - | $11,492.94 | 4.98% | -1.43% |
| BNY Bank of New York Mellon Corp. | 2,833 | $223,173.38 | $411,245.93 | - | $188,072.55 | 84.27% | -0.108% |
| BRK-A Berkshire Hathaway Inc. | 10 | $7.98M | $8.17M | - | $184,245.1 | 2.31% | -0.443% |
| BRK-B Berkshire Hathaway Inc. | 10,473 | $4M | $5.7M | - | $1.7M | 42.63% | -0.437% |
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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 - $9.2M, iShares Russell Mid-Cap Value ETF - $7.33M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.48M, Dimensional US Marketwide Value ETF - $5.34M, and iShares Core MSCI EAFE ETF - $4.96M. 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 - $311,800.82, Empire State Realty Trust, Inc. Class A Common Stock - $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 $71.45M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $6.14M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.47M, iShares Core MSCI EAFE ETF - $4.43M, Vanguard Short-Term Corporate Bond ETF - $3.77M, and Dimensional Global Real Estate ETF - $3.06M. 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.
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