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:
50.31%
Gain -2.17%
Monthly
0.61%
Yearly
7.57%
Drawdown
14.08%
$183.31M
Equity
Holdings
$183.31M
Investment
$144.66M
$35.81M
Profit -$2.27M
Realized
-$2.85M
Unrealized
$38.65M
Dividends
$11.88M
Goals
Avg. 99.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.17%
Profit
-$2.27M
Win %
73%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.02M
Win %
73%
This Month
Compared to last month
Gain
-1.35%
Profit
-$2.5M
Win %
73%
This Year
Compared to last year
Gain
4.97%
Profit
$8.67M
Win %
72%
IREN IREN Limited
+20.61%
+$693 
MARA MARA Holdings Inc
+10.99%
+$1,175 
APLD Applied Digital Corporation
+8.1%
+$484.88 
AXTI AXT, Inc.
+6.76%
+$309.87 
AMDL GraniteShares 2x Long AMD ETF
+6.35%
+$4,428 
ONDS Ondas Holdings Inc.
+6.13%
+$175.2 
VG Venture Global Inc.
+4.82%
+$1,928.5 
INTC Intel Corporation
+3.83%
+$32,887.4 
COIN Coinbase Global, Inc.
+3.54%
+$5.55 
NU Nu Holdings Ltd.
+3.35%
+$1,137.5 
RDW Redwire Corporation
+3.2%
+$138.02 
AMD Advanced Micro Devices, Inc.
+3.12%
+$2,384.69 
AVGO Broadcom Inc.
+2.84%
+$23,797.82 
EAT Brinker International Inc.
+2.51%
+$142.65 
NNE Nano Nuclear Energy Inc.
+2.5%
+$80 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+2.45%
+$9,554.31 
PLTR Palantir Technologies Inc.
+2.36%
+$90.48 
ISRG Intuitive Surgical, Inc.
+2.29%
+$1,643.2 
TIGR UP Fintech Holding Ltd
+2.28%
+$51.24 
DPRO Draganfly Inc.
+2.15%
+$33.75 
MSFT Microsoft Corp.
+2.11%
+$121,478.8 
CRM Salesforce Inc
+2.07%
+$113.28 
QBTS D-Wave Quantum Inc.
+2%
+$83.75 
VLO Valero Energy Corporation
+2%
+$6,180 
HBM Hudbay Minerals Inc.
+1.94%
+$87.3 
MPC Marathon Petroleum Corporation
+1.92%
+$7,686.79 
AXON Axon Enterprise, Inc.
+1.92%
+$489.5 
NXPI NXP Semiconductors N.V.
+1.82%
+$1,147.08 
GOOG Alphabet Inc
+1.8%
+$10,788.96 
PSX Phillips 66
+1.76%
+$728 
GOOGL Alphabet Inc
+1.66%
+$62,035.2 
VST Vistra Corp
+1.66%
+$2,199.05 
ARM Arm Holdings plc American Depositary Receipt
+1.63%
+$327 
NOW ServiceNow, Inc.
+1.57%
+$40.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.55%
+$58,979.6 
COP ConocoPhillips
+1.55%
+$2,225 
CVX Chevron Corporation
+1.55%
+$4,544.3 
FXL First Trust Technology AlphaDEX Fund
+1.53%
+$3,768.27 
ICE Intercontinental Exchange, Inc.
+1.46%
+$269.28 
IBM International Business Machines Corporation
+1.36%
+$12,054.78 
KD Kyndryl Holdings Inc.
+1.36%
+$69.3 
AMZN Amazon.com Inc
+1.33%
+$39,421.8 
ABT Abbott Laboratories
+1.3%
+$307.85 
TXN Texas Instruments Inc
+1.23%
+$690.64 
FLY Firefly Aerospace Inc.
+1.19%
+$92 
RPG Invesco S&P 500 Pure Growth ETF
+1.13%
+$35,344 
XLE Energy Select Sector SPDR Fund
+1.12%
+$852.69 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.11%
+$49.21 
SMH VanEck Semiconductor ETF
+1.1%
+$45,390.1 
XOM Exxon Mobil Corporation
+1.04%
+$8,624.61 
GD General Dynamics Corporation
+1.02%
+$60 
ACN Accenture plc Class A
+0.99%
+$156.2 
AAL American Airlines Group Inc.
+0.97%
+$59.59 
MTUM iShares MSCI USA Momentum Factor ETF
+0.92%
+$5,749.04 
GEV GE Vernova Inc.
+0.92%
+$77.68 
AUR Aurora Innovation, Inc.
+0.91%
+$165 
ASTS AST SpaceMobile, Inc.
+0.86%
+$29.2 
CEG Constellation Energy Corporation
+0.8%
+$361.58 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$210.75 
MDT Medtronic plc
+0.71%
+$182.9 
PAYX Paychex Inc.
+0.7%
+$24.8 
COPX Global X Copper Miners ETF
+0.69%
+$28.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$1,822.68 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$462 
HOOD Robinhood Markets, Inc.
+0.66%
+$31.68 
MA Mastercard Incorporated
+0.66%
+$157.96 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$13.02 
SCHE Schwab Emerging Markets Equity ETF
+0.64%
+$90 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.63%
+$65.12 
META Meta Platforms Inc Class A
+0.58%
+$151.2 
HON Honeywell International Inc.
+0.57%
+$70.4 
VLUE iShares MSCI USA Value Factor ETF
+0.56%
+$998.52 
AVEM Avantis Emerging Markets Equity ETF
+0.55%
+$1,128.47 
ROKU Roku, Inc.
+0.55%
+$102.7 
T AT&T Inc.
+0.5%
+$47.3 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+0.49%
+$0.03 
VWO Vanguard FTSE Emerging Markets ETF
+0.45%
+$777.66 
SPHB Invesco S&P 500 High Beta ETF
+0.43%
+$236.68 
ETN Eaton Corporation plc
+0.42%
+$1,663.21 
NVDA NVIDIA Corporation
+0.42%
+$614.55 
VUG Vanguard Growth ETF
+0.39%
+$9.9 
CME CME Group Inc.
+0.38%
+$530.1 
JQUA JPMorgan U.S. Quality Factor ETF
+0.36%
+$20,389.46 
IONQ IonQ, Inc.
+0.34%
+$9.12 
EWJ iShares MSCI Japan ETF
+0.32%
+$44.08 
BBJP JPMorgan BetaBuilders Japan Fund
+0.31%
+$18 
CB Chubb Limited
+0.31%
+$781.2 
ET Energy Transfer L.P.
+0.27%
+$2,356.26 
UUP Invesco DB US Dollar Index Bullish Fund
+0.27%
+$253.2 
SPGI S&P Global Inc.
+0.25%
+$11.2 
VBK Vanguard Small-Cap Growth ETF
+0.24%
+$30.71 
TPYP Tortoise North American Pipeline Fund
+0.24%
+$26.25 
MKC-V McCormick & Company, Incorporated
+0.22%
+$24.15 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.22%
+$8,559.6 
SYK Stryker Corporation
+0.22%
+$15.18 
KSA iShares MSCI Saudi Arabia ETF
+0.2%
+$5.47 
IPAC iShares Core MSCI Pacific ETF
+0.17%
+$1.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$5,945.95 
APD Air Products and Chemicals, Inc.
+0.14%
+$204.4 
ADI Analog Devices, Inc.
+0.12%
+$10.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$68.67 
SCHA Schwab U.S. Small-Cap ETF
+0.12%
+$88.16 
IVV iShares Core S&P 500 ETF
+0.11%
+$607.22 
VOO Vanguard S&P 500 ETF
+0.11%
+$740.22 
DFUS Dimensional U.S. Equity Market ETF
+0.1%
+$139.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$4.18 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$58.48 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$335.55 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$7 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.06%
+$1.06 
IAK iShares U.S. Insurance ETF
+0.06%
+$863.12 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$1,262.75 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$29.38 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$42.55 
AEM Agnico Eagle Mines Limited
+0.01%
+$394.52 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.01%
+$39.26 
BRK-B Berkshire Hathaway Inc.
0%
+$6.22 
33733E306
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SBEV Splash Beverage Group Inc.
0%
$0 
SLWS Wisdom Short Duration Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SES SES AI Corporation
-8.9%
-$142 
UWMC UWM Holdings Corporation
-6.93%
-$1.4 
ORCL Oracle Corporation
-2.97%
-$9,625.6 
DECK Deckers Outdoor Corporation
-2.87%
-$143.82 
AAPL Apple Inc.
-2.7%
-$253,921.74 
DRI Darden Restaurants, Inc.
-2.64%
-$3,251.9 
NUE Nucor Corporation
-2.54%
-$1,111.85 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-2.33%
-$0.08 
STLD Steel Dynamics Inc.
-2.32%
-$5,334.42 
OPENL Opendoor Technologies Inc. Series A Warrant
-2.22%
-$0.08 
PEP PepsiCo, Inc.
-2.14%
-$8,720.04 
WCC Wesco International Inc.
-2.07%
-$81.48 
CENX Century Aluminum Company
-2.05%
-$361.25 
LOW Lowe's Companies Inc.
-1.99%
-$141.1 
MS Morgan Stanley
-1.98%
-$2,202.42 
ITB iShares U.S. Home Construction ETF
-1.94%
-$18.9 
HD The Home Depot, Inc.
-1.91%
-$490.77 
ITW Illinois Tool Works Inc.
-1.87%
-$87.55 
MLTX MoonLake Immunotherapeutics
-1.83%
-$360 
ZENA ZenaTech, Inc.
-1.69%
-$26.25 
WMT Walmart Inc.
-1.68%
-$105,075.84 
LOCL Local Bounti Corporation
-1.65%
-$4.4 
NFLX Netflix, Inc.
-1.65%
-$109.44 
CAT Caterpillar Inc.
-1.64%
-$3,703.37 
LRCX Lam Research Corporation
-1.58%
-$1,512.8 
BFST Business First Bancshares, Inc.
-1.52%
-$591.26 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
-1.47%
-$42 
SHW The Sherwin-Williams Company
-1.44%
-$305.28 
WOOD iShares Global Timber & Forestry ETF
-1.44%
-$29.89 
UNP Union Pacific Corporation
-1.33%
-$2,773.79 
JNJ Johnson & Johnson
-1.21%
-$7,077.78 
LNT Alliant Energy Corporation
-1.16%
-$63,191.58 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.16%
-$17,061 
DIS The Walt Disney Company
-1.15%
-$1,456.87 
NEE NextEra Energy, Inc.
-1.15%
-$748.68 
NLY Annaly Capital Management, Inc.
-1.11%
-$383.26 
KBWB Invesco KBW Bank ETF
-1%
-$37,773.96 
XLB Materials Select Sector SPDR Fund
-0.98%
-$399.96 
TSCO Tractor Supply Company
-0.95%
-$56.84 
EWC iShares MSCI Canada ETF
-0.95%
-$80.23 
BBCA JPMorgan BetaBuilders Canada ETF
-0.93%
-$133.95 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.92%
-$39,669.61 
PH Parker-Hannifin Corporation
-0.85%
-$56.42 
PG Procter & Gamble Co
-0.84%
-$1,480.05 
IYT iShares U.S. Transportation ETF
-0.8%
-$59.64 
VFS VinFast Auto Ltd.
-0.79%
-$62.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$12,074.92 
BBEU JPMorgan BetaBuilders Europe Fund
-0.77%
-$378.6 
CLX The Clorox Company
-0.76%
-$12.41 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$61,290.37 
MCK McKesson Corporation
-0.74%
-$299.52 
MRSH Marsh & McLennan Companies, Inc.
-0.72%
-$150.65 
VGLT Vanguard Long-Term Treasury Fund
-0.71%
-$48.51 
VGK Vanguard FTSE Europe ETF
-0.7%
-$288.12 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$111.47 
SYRE Spyre Therapeutics, Inc.
-0.67%
-$168.9 
XLI Industrial Select Sector SPDR Fund
-0.64%
-$1,140.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.63%
-$24,440.4 
IMTM iShares MSCI International Momentum Factor ETF
-0.6%
-$1,653.23 
DFIV Dimensional International Value ETF
-0.56%
-$1,389.11 
IQLT iShares MSCI International Quality Factor ETF
-0.56%
-$314.32 
FXH First Trust Health Care AlphaDEX Fund
-0.56%
-$1,128.88 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$31,535.34 
TRV The Travelers Companies, Inc.
-0.51%
-$171.99 
JPM JPMorgan Chase & Co.
-0.5%
-$1,661.52 
MCD McDonald's Corporation
-0.5%
-$1,212.18 
ABBV AbbVie Inc.
-0.49%
-$252 
XEL Xcel Energy Inc.
-0.49%
-$468 
SDY SPDR S&P Dividend ETF
-0.48%
-$127.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.47%
-$0.84 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$4,848.93 
EFA iShares MSCI EAFE ETF
-0.45%
-$1,083.3 
POWA Invesco Bloomberg Pricing Power ETF
-0.44%
-$16,887.02 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$52.78 
INDA ISHARES MSCI INDIA ETF
-0.44%
-$12,030.75 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$207.55 
AVSC Avantis U.S. Small Cap Equity ETF
-0.41%
-$608.7 
FE FirstEnergy Corp.
-0.41%
-$62.2 
AOA iShares Core Aggressive Allocation ETF
-0.4%
-$4.62 
MSI Motorola Solutions, Inc.
-0.4%
-$1,059.48 
CSCO Cisco Systems, Inc.
-0.39%
-$1,007.16 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$1,212.06 
FTCS First Trust Capital Strength ETF
-0.38%
-$14,352.67 
IGRO iShares International Dividend Growth ETF
-0.36%
-$759.68 
HCA HCA Healthcare Inc.
-0.34%
-$172.04 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$510 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$14.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$1,051.79 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.31%
-$36.39 
DUHP Dimensional US High Profitability ETF
-0.3%
-$1,252.25 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$64.5 
WM Waste Management, Inc.
-0.29%
-$363.07 
IWD iShares Russell 1000 Value ETF
-0.29%
-$47.19 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$42.3 
DIHP Dimensional International High Profitability Portfolio
-0.28%
-$627.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$8,087.96 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$59.8 
SCHF Schwab International Equity ETF
-0.26%
-$608.37 
MBB iShares MBS ETF
-0.26%
-$88.56 
EPP iShares MSCI Pacific ex Japan ETF
-0.25%
-$15.68 
KO The Coca-Cola Company
-0.25%
-$922.5 
UDN Invesco DB US Dollar Index Bearish Fund
-0.25%
-$141.3 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$13,670.48 
GDX VanEck Gold Miners ETF
-0.22%
-$468.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$6,990.62 
VTV Vanguard Value ETF
-0.21%
-$2.25 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$7.7 
VB Vanguard Small-Cap ETF
-0.19%
-$301.94 
BNDX Vanguard Total International Bond ETF
-0.18%
-$99.19 
VZ Verizon Communications Inc.
-0.17%
-$20.07 
PM Philip Morris International Inc.
-0.15%
-$103.55 
IWM iShares Russell 2000 ETF
-0.14%
-$4,479.09 
MUB iShares National Muni Bond ETF
-0.12%
-$1,214.59 
RPV Invesco S&P 500 Pure Value ETF
-0.12%
-$290.78 
GLD SPDR Gold Shares
-0.11%
-$8,080.38 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$441.44 
OPEN Opendoor Technologies Inc.
-0.11%
-$2.5 
GLDM SPDR Gold MiniShares Trust
-0.11%
-$46.41 
LUV Southwest Airlines Co.
-0.09%
-$12.24 
FMB First Trust Managed Municipal Fund
-0.09%
-$586.35 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.09%
-$68.85 
ADP Automatic Data Processing Inc.
-0.08%
-$3.87 
IXUS iShares Core International Stock ETF
-0.07%
-$120.25 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$2,000.98 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.02%
-$1,000.41 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.02%
-$408.07 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$151.78 
IWO iShares Russell 2000 Growth ETF
-0.01%
-$1.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$63.97 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$13 Events
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Dividends
Dividend Analysis
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| Trades 2823 | Longs Won 1386/2823 49% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $103,333.34 |
| Average Win $36,308.24 | Best Trade (Jul 22) $2M | Sharpe Ratio -51.43 |
| Average Loss -$10,102.62 | Worst Trade (Sep 29) -$762,899.94 | Z-Score -0.4 (30.86%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $12,683.58 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
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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 - $2.1M, Energy Select Sector SPDR Fund - $1.96M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.83M, JPMorgan Ultra-Short Income ETF - $614,866.64, and FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $508,207.6. 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 - $762,899.94, Amazon.com Inc - $507,931.62, First Trust NASDAQ-100 Technology Index Fund - $479,034.62, and iShares U.S. Real Estate ETF - $442,543.99. 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 $11.88M earned over time. The largest contributors to dividend income include SPDR Bloomberg 3-12 Month T-Bill ETF - $1.84M, FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $790,708.5, JPMorgan Ultra-Short Income ETF - $597,563.99, Quadratic Interest Rate Volatility and Inflation Hedge ETF - $448,213.16, and iShares Core U.S. Aggregate Bond ETF - $405,129.51. 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.
