Katie Smith Portfolio
Invests via Delos Wealth Advisors LLC | Managed by Cody Lummus, Andrew H. Smith, Etai Groff, Thomas P. Keeling, Cinthia E. Saenz, Armando Vega
Invests via Delos Wealth Advisors LLC
Managed by Cody Lummus, Andrew H. Smith, Etai Groff, Thomas P. Keeling, Cinthia E. Saenz, Armando Vega
Automatically Tracked
Katie Smith Profile
Katie Smith is a seasoned entrepreneur known for her innovative ventures in the tech industry. With a keen eye for market gaps, she founded several startups that successfully address emerging consumer needs through technology-driven solutions. Her background in software engineering and business development has equipped her with the necessary skills to navigate competitive landscapes effectively. As a leader, Katie has built strong teams focused on product innovation and user engagement, driving growth and expansion within their respective markets. Her insights into tech trends have positioned her as an influential figure among investors seeking fresh perspectives on disruptive ideas.
Katie Smith is a seasoned entrepreneur known for her innovative ventures in the tech industry. With a keen eye for market gaps, she founded several startups that successfully address emerging consumer needs through technology-driven solutions. Her background in software engineering and business development has equipped her with the necessary skills to navigate competitive landscapes effectively. As a leader, Katie has built strong teams focused on product innovation and user engagement, driving growth and expansion within their respective markets. Her insights into tech trends have positioned her as an influential figure among investors seeking fresh perspectives on disruptive ideas.
Investment Philosophy & Strategy
With a keen insight into technology trends, investment decisions are often driven by identifying and leveraging innovative solutions that address market demands. Katie Smith employs an entrepreneurial mindset to recognize disruptions within the tech landscape, ensuring her focus remains on scalable ventures with significant growth potential. Her robust experience in founding startups not only sharpens her operational strategies but also enhances competitive positioning against established players. By prioritizing customer engagement and fostering team collaboration around cutting-edge projects, she maximizes value creation while strategically aligning resources to capitalize on emerging opportunities.
With a keen insight into technology trends, investment decisions are often driven by identifying and leveraging innovative solutions that address market demands. Katie Smith employs an entrepreneurial mindset to recognize disruptions within the tech landscape, ensuring her focus remains on scalable ventures with significant growth potential. Her robust experience in founding startups not only sharpens her operational strategies but also enhances competitive positioning against established players. By prioritizing customer engagement and fostering team collaboration around cutting-edge projects, she maximizes value creation while strategically aligning resources to capitalize on emerging opportunities.
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:
62.06%
Gain +1.3%
Monthly
0.67%
Yearly
8.39%
Drawdown
14.23%
$197.51M
Equity
Holdings
$197.51M
Investment
$153.77M
$40.96M
Profit +$1.43M
Realized
-$2.77M
Unrealized
$43.74M
Dividends
$12.37M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.3%
Profit
$1.43M
Win %
69%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.4M
Win %
69%
This Month
Compared to last month
Gain
-0.47%
Profit
-$929,640.76
Win %
69%
This Year
Compared to last year
Gain
1.49%
Profit
$2.91M
Win %
67%
HPE Hewlett Packard Enterprise Company
+11.45%
+$3,820.3 
SBEV Splash Beverage Group Inc.
+10.94%
+$0.19 
DELL Dell Technologies Inc.
+10.11%
+$3,175.64 
MARA MARA Holdings Inc
+8.01%
+$915 
COIN Coinbase Global, Inc.
+5.07%
+$8.73 
MPC Marathon Petroleum Corporation
+3.97%
+$17,616.69 
INTC Intel Corporation
+3.89%
+$35,281.68 
ETN Eaton Corporation plc
+3.6%
+$15,901.52 
MRVL Marvell Technology, Inc.
+3.2%
+$72.67 
VLO Valero Energy Corporation
+3.15%
+$12,140.01 
VRT Vertiv Holdings Co
+2.91%
+$7.23 
IBKR Interactive Brokers Group Inc.
+2.9%
+$12.95 
APLD Applied Digital Corporation
+2.87%
+$123.58 
WCC Wesco International Inc.
+2.85%
+$117.6 
APH Amphenol Corporation
+2.83%
+$681 
RKLB Rocket Lab Corporation
+2.81%
+$174 
TXN Texas Instruments Inc
+2.73%
+$3,299.28 
CSCO Cisco Systems, Inc.
+2.56%
+$848.21 
CRM Salesforce Inc
+2.48%
+$192.48 
GDX VanEck Gold Miners ETF
+2.47%
+$7,062.6 
PSX Phillips 66
+2.44%
+$1,263 
IBM International Business Machines Corporation
+2.44%
+$23,900.08 
AEM Agnico Eagle Mines Limited
+2.35%
+$185,607.44 
CAT Caterpillar Inc.
+2.22%
+$4,636.11 
ADI Analog Devices, Inc.
+2.15%
+$201.92 
EWJ iShares MSCI Japan ETF
+2.12%
+$310.84 
EMR Emerson Electric Co.
+1.88%
+$271.12 
BLK BlackRock, Inc.
+1.86%
+$375.63 
AAPL Apple Inc.
+1.84%
+$177,385.32 
SPHB Invesco S&P 500 High Beta ETF
+1.83%
+$1,028.2 
GOOG Alphabet Inc
+1.82%
+$10,425.87 
GOOGL Alphabet Inc
+1.82%
+$67,532.53 
T AT&T Inc.
+1.8%
+$427.8 
ORCL Oracle Corporation
+1.8%
+$7,067.5 
AMZN Amazon.com Inc
+1.74%
+$54,136.25 
SHW The Sherwin-Williams Company
+1.73%
+$352 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.7%
+$31.27 
META Meta Platforms Inc Class A
+1.7%
+$306.04 
DE Deere & Company
+1.68%
+$125.07 
IPAC iShares Core MSCI Pacific ETF
+1.66%
+$14.1 
ABBV AbbVie Inc.
+1.64%
+$1,642.48 
FCX Freeport-McMoRan Inc.
+1.64%
+$18.72 
NVDA NVIDIA Corporation
+1.56%
+$4,166.3 
KD Kyndryl Holdings Inc.
+1.54%
+$81.9 
GLD SPDR Gold Shares
+1.53%
+$119,354.4 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$2,074.32 
JCI Johnson Controls International plc
+1.44%
+$141.45 
SCHF Schwab International Equity ETF
+1.44%
+$3,476.4 
MTUM iShares MSCI USA Momentum Factor ETF
+1.43%
+$8,933.78 
FXL First Trust Technology AlphaDEX Fund
+1.42%
+$3,755.73 
AAL American Airlines Group Inc.
+1.4%
+$73.98 
FDN First Trust Dow Jones Internet Index Fund
+1.39%
+$39.8 
GLDM SPDR Gold MiniShares Trust
+1.36%
+$633.36 
GS The Goldman Sachs Group, Inc.
+1.35%
+$192.5 
SMH VanEck Semiconductor ETF
+1.34%
+$56,226.82 
VZ Verizon Communications Inc.
+1.32%
+$311.52 
AXP American Express Company
+1.31%
+$285.94 
IVLU iShares MSCI International Value Factor ETF
+1.3%
+$681.95 
JPM JPMorgan Chase & Co.
+1.3%
+$6,219.2 
FERG Ferguson Enterprises Inc
+1.26%
+$33.54 
COPX Global X Copper Miners ETF
+1.24%
+$61.6 
VUG Vanguard Growth ETF
+1.24%
+$654.48 
HCA HCA Healthcare Inc.
+1.22%
+$458.35 
CVX Chevron Corporation
+1.22%
+$3,723.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.19%
+$3,934.71 
EFV iShares MSCI EAFE Value ETF
+1.17%
+$145.35 
EEM iShares MSCI Emerging Markets ETF
+1.15%
+$137.83 
LUV Southwest Airlines Co.
+1.14%
+$119.68 
AVEM Avantis Emerging Markets Equity ETF
+1.14%
+$2,464.21 
VONG Vanguard Russell 1000 Growth Fund
+1.13%
+$74.73 
IEMG iShares Core MSCI Emerging Markets ETF
+1.11%
+$70.07 
DFIV Dimensional International Value ETF
+1.11%
+$2,890.24 
XLE Energy Select Sector SPDR Fund
+1.11%
+$951.84 
EFA iShares MSCI EAFE ETF
+1.11%
+$2,755.35 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$231.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.1%
+$3,027.86 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.09%
+$1.98 
SCHX Schwab U.S. Large-Cap ETF
+1.07%
+$4,295.04 
IUSG iShares Core S&P U.S. Growth ETF
+1.06%
+$58.15 
ICE Intercontinental Exchange, Inc.
+1.06%
+$115.5 
TMO Thermo Fisher Scientific Inc.
+1.05%
+$69.63 
IXUS iShares Core International Stock ETF
+1.05%
+$1,977.58 
MLM Martin Marietta Materials, Inc.
+1.05%
+$68.38 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.04%
+$42,605.5 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+1.04%
+$16,884 
IGE iShares North American Natural Resources ETF
+1.04%
+$68.5 
IMTM iShares MSCI International Momentum Factor ETF
+1.04%
+$2,959.82 
PH Parker-Hannifin Corporation
+1.03%
+$145.12 
WFC Wells Fargo & Company
+1.02%
+$12.81 
VOO Vanguard S&P 500 ETF
+1.02%
+$7,214.59 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$617.6 
DFUS Dimensional U.S. Equity Market ETF
+1.02%
+$1,374.24 
XOM Exxon Mobil Corporation
+1.01%
+$10,375.71 
DFIC Dimensional International Core Equity Market ETF
+1.01%
+$3,260.01 
XLI Industrial Select Sector SPDR Fund
+1.01%
+$1,706.24 
IWV ISHARES RUSSELL 3000 ETF
+1%
+$120.4 
IVV iShares Core S&P 500 ETF
+1%
+$5,775.97 
TRV The Travelers Companies, Inc.
+0.99%
+$330.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$40.48 
QQQ Invesco QQQ Trust, Series 1
+0.96%
+$677.5 
EPP iShares MSCI Pacific ex Japan ETF
+0.95%
+$59.92 
IWO iShares Russell 2000 Growth ETF
+0.95%
+$90.22 
MSFT Microsoft Corp.
+0.95%
+$71,623.79 
IWD iShares Russell 1000 Value ETF
+0.92%
+$153.78 
MSI Motorola Solutions, Inc.
+0.92%
+$1,167.24 
QQQM Invesco NASDAQ 100 ETF
+0.92%
+$18.73 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.91%
+$5,245.13 
IGRO iShares International Dividend Growth ETF
+0.91%
+$1,970.42 
VLUE iShares MSCI USA Value Factor ETF
+0.91%
+$1,719.15 
IUSV iShares Core S&P U.S. Value ETF
+0.9%
+$44.88 
MS Morgan Stanley
+0.9%
+$992.64 
VONV Vanguard Russell 1000 Value Index Fund
+0.9%
+$39 
CEG Constellation Energy Corporation
+0.89%
+$457.51 
DIHP Dimensional International High Profitability Portfolio
+0.89%
+$2,013.31 
VBK Vanguard Small-Cap Growth ETF
+0.87%
+$158.76 
SYF Synchrony Financial
+0.87%
+$68.78 
RPV Invesco S&P 500 Pure Value ETF
+0.86%
+$2,160.08 
BBEU JPMorgan BetaBuilders Europe Fund
+0.85%
+$58.52 
HD The Home Depot, Inc.
+0.82%
+$461.16 
VGK Vanguard FTSE Europe ETF
+0.82%
+$336.53 
PVAL Putnam Focused Large Cap Value ETF
+0.81%
+$217.5 
WMB The Williams Companies, Inc.
+0.81%
+$425.98 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.81%
+$15 
TSLA Tesla, Inc.
+0.8%
+$60.9 
GLW Corning Incorporated
+0.8%
+$280.8 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.77%
+$29,978.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.77%
+$447.99 
PM Philip Morris International Inc.
+0.77%
+$510.7 
IQLT iShares MSCI International Quality Factor ETF
+0.77%
+$392.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.76%
+$78.85 
VB Vanguard Small-Cap ETF
+0.75%
+$1,202.31 
VTV Vanguard Value ETF
+0.75%
+$395.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.75%
+$43,811.14 
WOOD iShares Global Timber & Forestry ETF
+0.74%
+$15.56 
DUHP Dimensional US High Profitability ETF
+0.72%
+$3,005.4 
HWM Howmet Aerospace Inc.
+0.72%
+$68.88 
DFUV Dimensional US Marketwide Value ETF
+0.71%
+$3,446.55 
DASH DoorDash, Inc.
+0.71%
+$5.68 
KBWB Invesco KBW Bank ETF
+0.71%
+$28,044.56 
JQUA JPMorgan U.S. Quality Factor ETF
+0.7%
+$41,556.84 
IWM iShares Russell 2000 ETF
+0.69%
+$23,239.88 
IYF iShares U.S. Financials ETF
+0.69%
+$168.35 
EWC iShares MSCI Canada ETF
+0.67%
+$57.51 
DGRO iShares Core Dividend Growth ETF
+0.67%
+$7,005.96 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$22,470.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.66%
+$1,192.9 
JNJ Johnson & Johnson
+0.65%
+$4,110.68 
BBCA JPMorgan BetaBuilders Canada ETF
+0.64%
+$93.06 
INDA ISHARES MSCI INDIA ETF
+0.63%
+$18,351.54 
POWA Invesco Bloomberg Pricing Power ETF
+0.63%
+$24,444.8 
BNY BlackRock New York Municipal Income Trust
+0.63%
+$78.54 
DIS The Walt Disney Company
+0.62%
+$854.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$10.5 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$920 
VTWO Vanguard Russell 2000 ETF
+0.62%
+$5.8 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.61%
+$502.61 
SCHE Schwab Emerging Markets Equity ETF
+0.61%
+$90 
PG Procter & Gamble Co
+0.59%
+$997.08 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$10,197.3 
V Visa Inc. Class A
+0.56%
+$230.16 
AOA iShares Core Aggressive Allocation ETF
+0.55%
+$6.48 
ROST Ross Stores, Inc.
+0.55%
+$69.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$21,956.94 
KMI Kinder Morgan, Inc.
+0.53%
+$135.47 
ITW Illinois Tool Works Inc.
+0.52%
+$81.42 
XLB Materials Select Sector SPDR Fund
+0.51%
+$210.08 
ITB iShares U.S. Home Construction ETF
+0.51%
+$4.5 
RPG Invesco S&P 500 Pure Growth ETF
+0.51%
+$16,010.16 
AVGO Broadcom Inc.
+0.5%
+$5,567.41 
VGLT Vanguard Long-Term Treasury Fund
+0.5%
+$32.75 
HLT Hilton Worldwide Holdings Inc.
+0.49%
+$28.79 
NFLX Netflix, Inc.
+0.46%
+$83.65 
VG Venture Global Inc.
+0.45%
+$203 
AVSC Avantis U.S. Small Cap Equity ETF
+0.44%
+$628.99 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$8.82 
SCHA Schwab U.S. Small-Cap ETF
+0.42%
+$308.78 
IWN iShares Russell 2000 Value ETF
+0.41%
+$11.63 
HYD VanEck High Yield Muni ETF
+0.4%
+$7.02 
DKS Dick's Sporting Goods, Inc.
+0.39%
+$12.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.39%
+$17.92 
WMT Walmart Inc.
+0.39%
+$23,094.89 
PLD Prologis Inc.
+0.39%
+$47.84 
FITB Fifth Third Bancorp
+0.39%
+$77.7 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+0.39%
+$1,503.45 
TD The Toronto-Dominion Bank
+0.37%
+$51.75 
LOW Lowe's Companies Inc.
+0.37%
+$24.65 
XEL Xcel Energy Inc.
+0.36%
+$337.43 
MUB iShares National Muni Bond ETF
+0.35%
+$2,300.23 
NEE NextEra Energy, Inc.
+0.33%
+$312.66 
SDY SPDR S&P Dividend ETF
+0.32%
+$83.3 
PFG Principal Financial Group, Inc.
+0.32%
+$183.41 
FXH First Trust Health Care AlphaDEX Fund
+0.3%
+$650.96 
SCMB Schwab Municipal Bond ETF
+0.3%
+$13.35 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.29%
+$11.44 
AZN AstraZeneca PLC American Depositary Shares
+0.29%
+$4.14 
ETR Entergy Corporation
+0.28%
+$94.8 
PANW Palo Alto Networks, Inc.
+0.28%
+$76.95 
SPGI S&P Global Inc.
+0.26%
+$31.32 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.26%
+$3.67 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.26%
+$67.08 
VTEB Vanguard Tax-Exempt Bond ETF
+0.26%
+$562.75 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.24%
+$8.51 
WCN Waste Connections Inc.
+0.24%
+$1.52 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.24%
+$3.4 
ITM VanEck Intermediate Muni ETF
+0.23%
+$2.83 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.23%
+$32.11 
EL The Estée Lauder Companies Inc. Class A
+0.22%
+$21.71 
GD General Dynamics Corporation
+0.22%
+$47.4 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.21%
+$7.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$52.97 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.2%
+$9,032.83 
FMB First Trust Managed Municipal Fund
+0.2%
+$1,303 
COP ConocoPhillips
+0.2%
+$337.5 
KSA iShares MSCI Saudi Arabia ETF
+0.2%
+$5.47 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$608.58 
XLP Consumer Staples Select Sector SPDR Fund
+0.18%
+$7,172.29 
LNT Alliant Energy Corporation
+0.18%
+$9,110.88 
AXON Axon Enterprise, Inc.
+0.16%
+$61.2 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.16%
+$3,406.48 
MBB iShares MBS ETF
+0.15%
+$80.5 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$23.07 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$5,398.67 
KO The Coca-Cola Company
+0.15%
+$585 
CP Canadian Pacific Kansas City Limited
+0.15%
+$16.9 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$30 
UDN Invesco DB US Dollar Index Bearish Fund
+0.14%
+$78.5 
INCM Franklin Income Focus ETF
+0.14%
+$40 
IYT iShares U.S. Transportation ETF
+0.12%
+$7.98 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.12%
+$291.3 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$0.15 
FTCS First Trust Capital Strength ETF
+0.11%
+$4,285.26 
IAK iShares U.S. Insurance ETF
+0.1%
+$1,663.3 
BNDX Vanguard Total International Bond ETF
+0.1%
+$82.67 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.08%
+$6,382.35 
RVMD Revolution Medicines Inc.
+0.07%
+$6.92 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$4,263.16 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$3.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$5.29 
JAAA Janus Henderson AAA CLO ETF
+0.05%
+$5.72 
MA Mastercard Incorporated
+0.04%
+$4.32 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$169.44 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$1.76 
PAYX Paychex Inc.
+0.03%
+$0.93 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$2,973.11 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$1.26 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$492.03 
VST Vistra Corp
+0.01%
+$12.81 
LOCL Local Bounti Corporation
0%
$0 
WELL Welltower Inc.
0%
$0 
SLWS Wisdom Short Duration Income ETF
0%
$0 
EKSO Ekso Bionics Holdings, Inc.
-9.86%
-$295.8 
STX Seagate Technology Holdings plc
-3.9%
-$4,039.2 
CLX The Clorox Company
-3.26%
-$49.13 
WDC Western Digital Corporation
-2.18%
-$291.88 
NU Nu Holdings Ltd.
-1.93%
-$290.5 
UWMC UWM Holdings Corporation
-1.87%
-$0.25 
MKC-V McCormick & Company, Incorporated
-1.84%
-$224.7 
ABT Abbott Laboratories
-1.14%
-$277.3 
LRCX Lam Research Corporation
-1.01%
-$916.52 
SYK Stryker Corporation
-0.87%
-$14.16 
TJX The TJX Companies, Inc.
-0.85%
-$104.76 
AMGN Amgen Inc.
-0.78%
-$53.55 
ET Energy Transfer L.P.
-0.6%
-$29.08 
STLD Steel Dynamics Inc.
-0.6%
-$1,342.84 
MRSH Marsh & McLennan Companies, Inc.
-0.56%
-$113.28 
MRK Merck & Co., Inc.
-0.55%
-$199.87 
WM Waste Management, Inc.
-0.5%
-$556.2 
LLY Eli Lilly and Company
-0.48%
-$727.6 
NNE Nano Nuclear Energy Inc.
-0.46%
-$16 
LYV Live Nation Entertainment, Inc.
-0.46%
-$24.96 
ADP Automatic Data Processing Inc.
-0.41%
-$19.62 
NUE Nucor Corporation
-0.4%
-$188.7 
COR Cencora, Inc.
-0.37%
-$21.42 
MDT Medtronic plc
-0.35%
-$99.2 
FE FirstEnergy Corp.
-0.35%
-$49.76 
GILD Gilead Sciences Inc.
-0.31%
-$6.3 
SBUX Starbucks Corporation
-0.28%
-$47.6 
MCD McDonald's Corporation
-0.23%
-$528.05 
UNP Union Pacific Corporation
-0.21%
-$24.78 
PGR Progressive Corporation
-0.2%
-$83.56 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.19%
-$11,068.6 
TSCO Tractor Supply Company
-0.15%
-$9.8 
BFST Business First Bancshares, Inc.
-0.13%
-$50.32 
TIP iShares TIPS Bond ETF
-0.12%
-$2.6 
RTX RTX Corporation
-0.1%
-$1.8 
COST Costco Wholesale Corporation
-0.1%
-$37.38 
SES SES AI Corporation
-0.08%
-$1 
FXU First Trust Utilities AlphaDEX Fund
-0.06%
-$5,095.77 
PEP PepsiCo, Inc.
-0.04%
-$177.96 
CSX CSX Corporation
-0.04%
-$3.28 
MU Micron Technology, Inc.
-0.04%
-$0.4 
APD Air Products and Chemicals, Inc.
-0.03%
-$6.08 
UUP Invesco DB US Dollar Index Bullish Fund
-0.02%
-$16.88 
MCK McKesson Corporation
-0.01%
-$4.87 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$0.29 Events
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Dividends
Dividend Analysis
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| Trades 3009 | Longs Won 1618/3009 53% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114,346.26 |
| Average Win $34,452.75 | Best Trade (Aug 25) $3.47M | Sharpe Ratio -21.06 |
| Average Loss -$10,627.73 | Worst Trade (Sep 29) -$762,899.94 | Z-Score -3.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $13,612.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 411 | $4,611.42 | $5,355.33 | - | $743.91 | 16.13% | +1.401% |
| AAPL Apple Inc. | 29,466 | $6.64M | $9.8M | - | $3.16M | 47.7% | +1.843% |
| ABBV AbbVie Inc. | 392 | $85,951.52 | $101,602.48 | - | $15,650.96 | 18.21% | +1.643% |
| ABT Abbott Laboratories | 235 | $31,962.35 | $24,012.3 | - | -$7,950.05 | -24.87% | -1.142% |
| ADI Analog Devices, Inc. | 26 | $6,665.97 | $9,594.42 | - | $2,928.45 | 43.93% | +2.15% |
| ADP Automatic Data Processing Inc. | 18 | $5,551.2 | $4,792.32 | - | -$758.88 | -13.67% | -0.408% |
| AEM Agnico Eagle Mines Limited | 40,088 | $2.47M | $8.07M | - | $5.6M | 227.06% | +2.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37,233 | $3.69M | $3.58M | - | -$104,492.01 | -2.83% | +0.151% |
| AMGN Amgen Inc. | 18 | $6,518.16 | $6,830.91 | - | $312.75 | 4.8% | -0.778% |
| AMZN Amazon.com Inc | 12,374 | $1.95M | $3.17M | - | $1.23M | 62.95% | +1.737% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 49 | $1,432.76 | $1,402.62 | - | -$30.14 | -2.1% | +0.263% |
| AOA iShares Core Aggressive Allocation ETF | 12 | $1,000.8 | $1,181.76 | - | $180.96 | 18.08% | +0.551% |
| APD Air Products and Chemicals, Inc. | 81 | $23,529.69 | $23,779.57 | - | $249.88 | 1.06% | -0.026% |
| APH Amphenol Corporation | 300 | $13,224 | $24,756 | - | $11,532 | 87.21% | +2.829% |
| APLD Applied Digital Corporation | 167 | $1,681.69 | $4,428.84 | - | $2,747.15 | 163.36% | +2.87% |
| AVEM Avantis Emerging Markets Equity ETF | 2,303 | $185,575.74 | $219,268.63 | - | $33,692.89 | 18.16% | +1.137% |
| AVGO Broadcom Inc. | 3,059 | $1M | $1.11M | - | $108,268.52 | 10.82% | +0.504% |
| AVSC Avantis U.S. Small Cap Equity ETF | 2,029 | $126,406.7 | $144,890.89 | - | $18,484.19 | 14.62% | +0.436% |
| AXON Axon Enterprise, Inc. | 80 | $43,782.4 | $38,369.2 | - | -$5,413.2 | -12.36% | +0.16% |
| AXP American Express Company | 68 | $23,001 | $22,094.22 | - | -$906.78 | -3.94% | +1.311% |
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FAQ
Which stocks have generated the highest profits for Katie Smith?
The largest contributions to the portfolio's profits come from the following stocks: Steel Dynamics Inc - $2.11M, Energy Select Sector SPDR Fund - $1.96M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.91M, JPMorgan Ultra-Short Income ETF - $629,813.97, and FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $562,596.65. 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: Quadratic Interest Rate Volatility and Inflation Hedge ETF - $963,100.61, ProShares VIX Short-Term Futures ETF - $764,652.69, Amazon.com Inc - $507,931.62, First Trust NASDAQ-100 Technology Index Fund - $479,034.62, and iShares U.S. Real Estate ETF - $442,383.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katie Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.37M earned over time. The largest contributors to dividend income include SPDR Bloomberg 3-12 Month T-Bill ETF - $1.92M, FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $845,097.55, JPMorgan Ultra-Short Income ETF - $612,511.32, Quadratic Interest Rate Volatility and Inflation Hedge ETF - $448,213.16, and iShares Core U.S. Aggregate Bond ETF - $432,392.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katie Smith's monthly returns?
Katie Smith'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 Katie Smith's strategy be considered aggressive or moderate?
Katie Smith'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 Katie Smith's strategy?
Katie Smith'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.
