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:
63.42%
Gain -0.95%
Monthly
0.65%
Yearly
8.06%
Drawdown
14.23%
$196.85M
Equity
Holdings
$196.85M
Investment
$153.77M
$40.31M
Profit -$1.04M
Realized
-$2.77M
Unrealized
$43.08M
Dividends
$12.71M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$1.04M
Win %
67%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$585,705.96
Win %
67%
This Month
Compared to last month
Gain
1.42%
Profit
$2.75M
Win %
67%
This Year
Compared to last year
Gain
1.16%
Profit
$2.25M
Win %
65%
UWMC UWM Holdings Corporation Class A Common Stock
+13.04%
+$1.5 
PANW Palo Alto Networks, Inc.
+6.37%
+$1,831.41 
VG Venture Global Inc. Class A
+5.58%
+$2,073.5 
COP ConocoPhillips
+3.79%
+$6,900 
MU Micron Technology Inc.
+3.3%
+$28.29 
HPE Hewlett Packard Enterprise Company
+3.21%
+$1,075.12 
XLE State Street Energy Select Sector SPDR ETF
+2.41%
+$2,154.86 
CVX Chevron Corporation
+2.39%
+$7,763.35 
XOM ExxonMobil Holdings Corporation
+2.2%
+$24,323.9 
KMI Kinder Morgan Inc.
+2.18%
+$603.43 
RKLB Rocket Lab Corporation
+2.1%
+$107.35 
DELL Dell Technologies Inc. Class C Common Stock
+2.07%
+$581.56 
MRVL Marvell Technology Inc.
+1.81%
+$40.4 
ET Energy Transfer LP
+1.72%
+$77.28 
STLD Steel Dynamics, Inc.
+1.67%
+$3,800.75 
WMB The Williams Companies, Inc.
+1.57%
+$801.42 
APH Amphenol Corp. Class A Common Stock
+1.5%
+$328.5 
ORCL Oracle Corporation
+1.42%
+$4,574.6 
INTC Intel Corporation
+1.4%
+$10,799.54 
IGE iShares North American Natural Resources ETF
+1.36%
+$88.5 
CSCO Cisco Systems, Inc.
+1.33%
+$432.45 
TXN Texas Instruments Inc.
+1.3%
+$1,693.91 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.27%
+$22.5 
NU Nu Holdings Ltd. Class A Ordinary Shares
+1.19%
+$175 
FCX Freeport-McMoRan Inc.
+1.15%
+$11.84 
WCN Waste Connections, Inc.
+1.14%
+$8.44 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+1.11%
+$3,804.9 
LOCL Local Bounti Corp.
+1.06%
+$2.2 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.98%
+$16.96 
HCA HCA Healthcare, Inc.
+0.97%
+$403.17 
GLW Corning Incorporated
+0.94%
+$250.56 
ADI Analog Devices, Inc.
+0.92%
+$92.3 
NUE Nucor Corporation
+0.91%
+$434.75 
JCI Johnson Controls International plc
+0.8%
+$79.35 
SMH VanEck Semiconductor ETF
+0.77%
+$30,281.85 
RVMD Revolution Medicines, Inc.
+0.76%
+$71.5 
STX Seagate Technology Holdings plc
+0.73%
+$560.4 
MSFT Microsoft Corporation Common Stock
+0.7%
+$56,133.42 
AXON Axon Enterprise, Inc.
+0.69%
+$229.6 
FXL First Trust Technology AlphaDEX Fund
+0.68%
+$1,843.38 
ABT Abbott Laboratories
+0.66%
+$159.8 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.65%
+$24,876.15 
EMR Emerson Electric Co.
+0.6%
+$92.64 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$735.3 
MTUM iShares MSCI USA Momentum Factor ETF
+0.52%
+$3,102 
ITM VanEck Intermediate Muni ETF
+0.34%
+$4.18 
AVGO Broadcom Inc.
+0.33%
+$3,273.74 
SYK Stryker Corp.
+0.31%
+$5.64 
VRT Vertiv Holdings Co Class A Common Stock
+0.3%
+$0.59 
LRCX Lam Research Corp.
+0.28%
+$195.2 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.28%
+$10.56 
ABBV AbbVie Inc.
+0.27%
+$297.92 
FDN First Trust Dow Jones Internet Index Fund
+0.22%
+$6.2 
SCMB Schwab Municipal Bond ETF
+0.2%
+$8.9 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.2%
+$21.21 
UUP Invesco DB US Dollar Index Bullish Fund
+0.19%
+$185.68 
FMB First Trust Managed Municipal ETF
+0.17%
+$1,107.55 
EEM iShares MSCI Emerging Markets ETF
+0.17%
+$18.8 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.16%
+$5.67 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$337.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$14.06 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$87 
MUB iShares National Muni Bond ETF
+0.12%
+$756.24 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.12%
+$3.25 
QQQM Invesco NASDAQ 100 ETF
+0.11%
+$2.17 
EPP iShares MSCI Pacific ex Japan ETF
+0.08%
+$5.04 
COPX Global X Copper Miners ETF
+0.07%
+$2.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.07%
+$3.85 
HYD VanEck High Yield Muni ETF
+0.06%
+$1.08 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.05%
+$3,715.1 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$88.66 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$148.26 
FERG Ferguson Enterprises Inc.
+0.03%
+$0.72 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$3,176.4 
BNDX Vanguard Total International Bond ETF
+0.02%
+$18.37 
IBM International Business Machines Corporation
+0.02%
+$167.72 
AVEM Avantis Emerging Markets Equity ETF
+0.01%
+$23.03 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1.15 
SLWS SLW Short Duration Income ETF
0%
$0 
SES SES AI Corporation Class A Common Stock
-6.84%
-$124.25 
T AT&T Inc.
-6.11%
-$1,292.7 
AAL American Airlines Group Inc.
-4.92%
-$254.82 
CHRN ChronoScale Holdings Corporation Common Stock
-4.59%
-$120.7 
HWM Howmet Aerospace Inc.
-4.16%
-$337.47 
AXP American Express Company
-4.01%
-$886.04 
DKS DICK'S Sporting Goods, Inc.
-3.68%
-$126.04 
NNE Nano Nuclear Energy Inc.
-3.19%
-$80 
TSCO Tractor Supply Company
-3.1%
-$210.7 
CLX The Clorox Company
-3.03%
-$45.73 
HD The Home Depot, Inc.
-2.99%
-$1,795.23 
KD Kyndryl Holdings Inc.
-2.99%
-$191.1 
APLD Applied Digital Corporation
-2.93%
-$93.52 
PG The Procter & Gamble Company
-2.89%
-$5,679.8 
LOW Lowe's Companies, Inc.
-2.89%
-$200.6 
PEP PepsiCo, Inc.
-2.8%
-$11,519.35 
ROST Ross Stores Inc.
-2.68%
-$355.04 
WDC Western Digital Corp.
-2.58%
-$265.06 
BLK BlackRock, Inc.
-2.54%
-$549.01 
CAT Caterpillar Inc.
-2.53%
-$4,616.67 
KO The Coca-Cola Company
-2.52%
-$10,800 
SYF Synchrony Financial
-2.45%
-$193.2 
SBEV Endovia Health Sciences, Inc.
-2.42%
-$0.01 
LLY Eli Lilly and Company
-2.39%
-$4,248.63 
IYT iShares U.S. Transportation ETF
-2.29%
-$157.92 
PFG Principal Financial Group Inc.
-2.27%
-$1,260 
MCD McDonald's Corporation
-2.18%
-$4,926.98 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.14%
-$92,041.95 
IAK iShares U.S. Insurance ETF
-2.11%
-$36,420.43 
MA Mastercard Inc. Class A Common Stock
-2.09%
-$238.68 
UNP Union Pacific Corp.
-2.06%
-$257.25 
LUV Southwest Airlines Co.
-2%
-$228.48 
INDA iShares MSCI India ETF
-1.97%
-$56,258.01 
SHW The Sherwin-Williams Company
-1.93%
-$426.56 
CSX CSX Corporation
-1.92%
-$162.36 
PH Parker-Hannifin Corporation
-1.82%
-$244.28 
JNJ Johnson & Johnson
-1.79%
-$11,426.46 
MS Morgan Stanley Common Stock
-1.78%
-$1,690.59 
RTX RTX Corporation
-1.77%
-$31.01 
MKC-V McCormick & Company, Incorporated
-1.77%
-$182.7 
JPM JPMorgan Chase & Co.
-1.7%
-$7,746.97 
GDX VanEck Gold Miners ETF
-1.7%
-$4,142.2 
XEL Xcel Energy Inc.
-1.7%
-$1,644.18 
MLM Martin Marietta Materials, Inc.
-1.68%
-$112.71 
COR Cencora Inc.
-1.64%
-$99.72 
AEM Agnico Eagle Mines Limited
-1.64%
-$115,453.04 
VZ Verizon Communications Inc.
-1.63%
-$346.92 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$109.25 
CP Canadian Pacific Kansas City Ltd.
-1.6%
-$188.5 
MRSH Marsh & McLennan Companies, Inc.
-1.52%
-$347.3 
V Visa Inc. Class A
-1.48%
-$687.68 
CRM Salesforce, Inc.
-1.48%
-$118.4 
FTCS First Trust Capital Strength ETF
-1.47%
-$61,218 
MRK Merck & Co., Inc.
-1.43%
-$533.83 
SBUX Starbucks Corp.
-1.34%
-$232.05 
ITW Illinois Tool Works Inc.
-1.34%
-$220.37 
COST Costco Wholesale Corp
-1.33%
-$569.1 
TRV The Travelers Companies, Inc.
-1.32%
-$488.67 
COIN Coinbase Global Inc. Class A Common Stock
-1.32%
-$2.23 
WMT Walmart Inc.
-1.32%
-$89,844.76 
AMGN Amgen Inc. Common Stock
-1.31%
-$105.48 
GS The Goldman Sachs Group, Inc.
-1.28%
-$160.16 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.26%
-$5.2 
XLI State Street Industrial Select Sector SPDR ETF
-1.23%
-$2,028.64 
IYF iShares U.S. Financials ETF
-1.21%
-$289.38 
DASH DoorDash, Inc. Class A Common Stock
-1.21%
-$8.96 
FE FirstEnergy Corp.
-1.21%
-$174.16 
NFLX Netflix Inc.
-1.19%
-$191.2 
PGR The Progressive Corporation
-1.16%
-$508.06 
TJX The TJX Companies, Inc.
-1.15%
-$164.9 
SDY State Street SPDR S&P Dividend ETF
-1.12%
-$303.45 
POWA Invesco Bloomberg Pricing Power ETF
-1.08%
-$44,477.69 
LNT Alliant Energy Corporation
-1.05%
-$56,183.76 
WFC Wells Fargo & Company
-1.04%
-$12.04 
TMO Thermo Fisher Scientific Inc.
-1.02%
-$76.23 
XLV State Street Health Care Select Sector SPDR ETF
-1.01%
-$71,311.04 
XLU State Street Utilities Select Sector SPDR ETF
-1%
-$152.65 
TD Toronto-Dominion Bank
-0.99%
-$142.6 
ADP Automatic Data Processing Inc.
-0.99%
-$54.9 
PM Philip Morris International Inc.
-0.98%
-$691.47 
MCK McKesson Corporation
-0.96%
-$350.28 
TSLA Tesla, Inc.
-0.96%
-$75.22 
FXU First Trust Utilities AlphaDEX Fund
-0.95%
-$77,285.85 
FXH First Trust Health Care AlphaDEX Fund
-0.9%
-$2,035.28 
SPGI S&P Global Inc.
-0.9%
-$118.61 
ETR Entergy Corporation Common Stock
-0.9%
-$308.1 
PAYX Paychex Inc.
-0.88%
-$32.4 
DGRO iShares Core Dividend Growth ETF
-0.88%
-$9,498.47 
BRK-B Berkshire Hathaway Inc.
-0.88%
-$2,974.59 
AZN AstraZeneca PLC American Depositary Shares
-0.87%
-$13.59 
ITB iShares U.S. Home Construction ETF
-0.87%
-$7.9 
KBWB Invesco KBW Bank ETF
-0.86%
-$31,343.92 
IGRO iShares International Dividend Growth ETF
-0.84%
-$1,827.98 
MDT Medtronic plc
-0.83%
-$249.55 
GLDM SPDR Gold MiniShares Trust
-0.83%
-$360.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.81%
-$27,850.24 
GLD SPDR Gold Shares
-0.8%
-$58,000.32 
VLO Valero Energy Corporation
-0.79%
-$3,375 
EWC iShares MSCI Canada ETF
-0.79%
-$68.16 
VGK Vanguard FTSE Europe ETF
-0.78%
-$311.18 
RPV Invesco S&P 500 Pure Value ETF
-0.78%
-$1,962.77 
EWJ iShares MSCI Japan ETF
-0.76%
-$109.44 
WCC WESCO International, Inc.
-0.76%
-$29.52 
QUAL iShares MSCI USA Quality Factor ETF
-0.73%
-$43,813.56 
VTV Vanguard Morningstar Value ETF
-0.71%
-$383.18 
IWD iShares Russell 1000 Value ETF
-0.7%
-$120.12 
LYV Live Nation Entertainment, Inc.
-0.7%
-$39.04 
VONV Vanguard Russell 1000 Value ETF
-0.69%
-$30.81 
APD Air Products and Chemicals Inc.
-0.69%
-$170.91 
IDEV iShares Core MSCI International Developed Markets ETF
-0.68%
-$1.22 
IJH iShares Core S&P Mid-Cap ETF
-0.68%
-$990 
EFA iShares MSCI EAFE ETF
-0.68%
-$1,648.5 
IQLT iShares MSCI Intl Quality Factor ETF
-0.68%
-$346.8 
IVLU iShares MSCI Intl Value Factor ETF
-0.68%
-$338.01 
BBEU JPMorgan BetaBuilders Europe ETF
-0.67%
-$44.44 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$136.32 
DIHP Dimensional International High Profitability ETF
-0.66%
-$1,485.22 
DUHP Dimensional US High Profitability ETF
-0.66%
-$2,805.04 
DFIC Dimensional International Core Equity 2 ETF
-0.65%
-$2,047.95 
XLB State Street Materials Select Sector SPDR ETF
-0.65%
-$270.68 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$3,582.04 
VBR Vanguard Small-Cap Value ETF
-0.62%
-$10.5 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$31.24 
DIS The Walt Disney Company
-0.61%
-$893.55 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.61%
-$27,098.51 
AAPL Apple Inc.
-0.61%
-$62,173.26 
META Meta Platforms Inc Class A
-0.61%
-$110.19 
GOOGL Alphabet Inc
-0.59%
-$21,285.04 
IPAC iShares Core MSCI Pacific ETF
-0.58%
-$4.85 
USMV iShares MSCI USA Min Vol Factor ETF
-0.57%
-$24,193.29 
SCHD Schwab U.S. Dividend Equity ETF
-0.56%
-$26.8 
PVAL Putnam Focused Large Cap Value ETF
-0.56%
-$152.5 
BBCA JPMorgan BetaBuilders Canada ETF
-0.55%
-$81.08 
AVSC Avantis U.S. Small Cap Equity ETF
-0.54%
-$781.16 
VB Vanguard Small-Cap ETF
-0.54%
-$859.18 
DFUV Dimensional US Marketwide Value ETF
-0.54%
-$2,595.55 
BNY Bank of New York Mellon Corp.
-0.52%
-$58.52 
IWO iShares Russell 2000 Growth ETF
-0.52%
-$46.93 
EFV iShares MSCI EAFE Value ETF
-0.52%
-$62.73 
IWV iShares Russell 3000 ETF
-0.52%
-$62.44 
VEA Vanguard FTSE Developed Markets ETF
-0.51%
-$1,633.71 
AMZN Amazon.com Inc
-0.51%
-$15,832.53 
PLD Prologis, Inc.
-0.51%
-$58.88 
CEG Constellation Energy Corporation
-0.5%
-$230.02 
SPY State Street SPDR S&P 500 ETF Trust
-0.5%
-$308 
WELL Welltower Inc.
-0.49%
-$66.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.49%
-$287.76 
ICE Intercontinental Exchange, Inc.
-0.48%
-$55.65 
SCHF Schwab International Equity ETF
-0.48%
-$1,131.57 
GOOG Alphabet Inc
-0.48%
-$2,679.93 
VOO Vanguard S&P 500 ETF
-0.48%
-$3,408.05 
IVV iShares Core S&P 500 ETF
-0.48%
-$2,785.24 
VTI Vanguard Total Stock Market ETF
-0.47%
-$19.58 
IWM iShares Russell 2000 ETF
-0.47%
-$15,106.12 
RPG Invesco S&P 500 Pure Growth ETF
-0.47%
-$14,044 
GD General Dynamics Corp.
-0.47%
-$97.8 
VTWO Vanguard Russell 2000 ETF
-0.46%
-$4.12 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.45%
-$7,457.1 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$319.58 
DFUS Dimensional U.S. Equity Market ETF
-0.44%
-$597.14 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.43%
-$1,173.26 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,744.87 
VST Vistra Corp.
-0.42%
-$503.86 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.41%
-$4.8 
FITB Fifth Third Bancorp
-0.4%
-$77.7 
VBK Vanguard Small-Cap Growth ETF
-0.39%
-$68.31 
WOOD iShares Global Timber & Forestry ETF
-0.39%
-$7.65 
INCM Franklin Income Focus ETF
-0.38%
-$110 
DFIV Dimensional International Value ETF
-0.36%
-$896.2 
VUG Vanguard Morningstar Growth ETF
-0.36%
-$187.86 
JQUA JPMorgan U.S. Quality Factor ETF
-0.35%
-$22,000.68 
NEE NextEra Energy Inc.
-0.34%
-$324.24 
IXUS iShares Core MSCI Total International Stock ETF
-0.34%
-$616.77 
TLT iShares 20+ Year Treasury Bond ETF
-0.32%
-$5,689.02 
IWN iShares Russell 2000 Value ETF
-0.32%
-$8.97 
WM Waste Management Inc.
-0.32%
-$391.41 
MPC Marathon Petroleum Corp.
-0.32%
-$1,644.15 
IVW iShares S&P 500 Growth ETF
-0.32%
-$866.52 
VGLT Vanguard Long-Term Treasury ETF
-0.32%
-$20.79 
IUSG iShares Core S&P U.S. Growth ETF
-0.31%
-$16.68 
MARA MARA Holdings Inc.
-0.28%
-$20 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$69.66 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$453 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.26%
-$5.46 
SPHB Invesco S&P 500 High Beta ETF
-0.26%
-$137.74 
SCHE Schwab Emerging Markets Equity ETF
-0.26%
-$36 
NVDA NVIDIA Corporation
-0.25%
-$648.31 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.23%
-$8.27 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.22%
-$56.17 
VONG Vanguard Russell 1000 Growth ETF
-0.2%
-$12.98 
ETN Eaton Corporation plc
-0.2%
-$778.31 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.18%
-$2.6 
MSI Motorola Solutions, Inc.
-0.18%
-$235.64 
BND Vanguard Total Bond Market ETF
-0.17%
-$37.5 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$3,474.61 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.16%
-$21.97 
VLUE iShares MSCI USA Value Factor ETF
-0.15%
-$268.47 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$5,026.45 
UDN Invesco DB US Dollar Index Bearish Fund
-0.14%
-$78.5 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.14%
-$5,481.41 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$0.18 
KSA iShares MSCI Saudi Arabia ETF
-0.13%
-$3.29 
BFST Business First Bancshares, Inc.
-0.12%
-$50.32 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.1%
-$6.54 
GILD Gilead Sciences Inc.
-0.09%
-$2.03 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$1.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$8.16 
TIP iShares TIPS Bond ETF
-0.07%
-$1.4 
DE Deere & Company
-0.05%
-$3.85 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2.53 
MBB iShares MBS ETF
-0.04%
-$20.12 
PSX Phillips 66
-0.04%
-$20 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$1.7 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.03%
-$20.66 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.02%
-$1,229.85 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$501.87 Events
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Dividends
Dividend Analysis
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| Trades 3009 | Longs Won 1605/3009 53% | Profit Factor 3.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $108,105.64 |
| Average Win $34,409.78 | Best Trade (Oct 20) $2.84M | Sharpe Ratio -21.06 |
| Average Loss -$10,627.67 | Worst Trade (Sep 29) -$762,899.94 | Z-Score -4.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $13,395.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 411 | $4,611.42 | $4,923.78 | - | $312.36 | 6.77% | -4.921% |
| AAPL Apple Inc. | 29,466 | $6.64M | $10.2M | - | $3.56M | 53.7% | -0.606% |
| ABBV AbbVie Inc. | 392 | $85,951.52 | $112,092.4 | - | $26,140.88 | 30.41% | +0.266% |
| ABT Abbott Laboratories | 235 | $31,962.35 | $24,249.65 | - | -$7,712.7 | -24.13% | +0.663% |
| ADI Analog Devices, Inc. | 26 | $6,665.97 | $10,122.06 | - | $3,456.09 | 51.85% | +0.92% |
| ADP Automatic Data Processing Inc. | 18 | $5,551.2 | $5,488.02 | - | -$63.18 | -1.14% | -0.99% |
| AEM Agnico Eagle Mines Limited | 40,088 | $2.47M | $6.95M | - | $4.48M | 181.5% | -1.635% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37,233 | $3.69M | $3.57M | - | -$112,310.94 | -3.05% | -0.14% |
| AMGN Amgen Inc. Common Stock | 18 | $6,518.16 | $7,945.56 | - | $1,427.4 | 21.9% | -1.31% |
| AMZN Amazon.com Inc | 12,374 | $1.95M | $3.08M | - | $1.14M | 58.4% | -0.511% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 49 | $1,432.76 | $1,347.74 | - | -$85.02 | -5.93% | -0.091% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 12 | $1,000.8 | $1,156.08 | - | $155.28 | 15.52% | -0.413% |
| APD Air Products and Chemicals Inc. | 81 | $23,529.69 | $24,794.91 | - | $1,265.22 | 5.38% | -0.685% |
| APH Amphenol Corp. Class A Common Stock | 300 | $13,224 | $22,249.5 | - | $9,025.5 | 68.25% | +1.499% |
| APLD Applied Digital Corporation | 167 | $1,681.69 | $3,094.51 | - | $1,412.82 | 84.01% | -2.933% |
| AVEM Avantis Emerging Markets Equity ETF | 2,303 | $185,575.74 | $200,936.75 | - | $15,361.01 | 8.28% | +0.011% |
| AVGO Broadcom Inc. | 3,059 | $1M | $992,064.9 | - | -$9,012.93 | -0.9% | +0.331% |
| AVSC Avantis U.S. Small Cap Equity ETF | 2,029 | $126,406.7 | $143,156.09 | - | $16,749.39 | 13.25% | -0.543% |
| AXON Axon Enterprise, Inc. | 80 | $43,782.4 | $33,397.6 | - | -$10,384.8 | -23.72% | +0.692% |
| AXP American Express Company | 68 | $23,001 | $21,225.52 | - | -$1,775.48 | -7.72% | -4.007% |
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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, State Street Energy Select Sector SPDR ETF - $1.96M, State Street 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 Sector 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 $12.71M earned over time. The largest contributors to dividend income include State Street 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 First Trust Utilities AlphaDEX Fund - $445,257.32. 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.
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