Kasey Fegan Portfolio
Invests via Corsicana & Co. | Managed by Kasey Fegan
Invests via Corsicana & Co.
Managed by Kasey Fegan
Automatically Tracked
Kasey Fegan Profile
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Investment Philosophy & Strategy
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
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:
49.75%
Gain +0.12%
Monthly
0.73%
Yearly
9.18%
Drawdown
19.73%
$196.34M
Equity
Holdings
$196.34M
Investment
$130.52M
$81.45M
Profit +$328,723.58
Realized
$15.63M
Unrealized
$65.82M
Dividends
$15.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$328,723.58
Win %
73%
This Week
Compared To Last Week
Gain
0.29%
Profit
$558,869.77
Win %
73%
This Month
Compared to last month
Gain
1.19%
Profit
$2.3M
Win %
73%
This Year
Compared to last year
Gain
11.58%
Profit
$20.36M
Win %
72%
SLB Schlumberger Limited
+11.01%
+$4,617.6 
DLR Digital Realty Trust, Inc.
+11.01%
+$276.36 
NOW ServiceNow, Inc.
+7.44%
+$41.04 
AAL American Airlines Group Inc.
+6.75%
+$111.63 
ADBE Adobe Inc.
+6.1%
+$258.8 
ACN Accenture plc Class A
+5.95%
+$165 
VZ Verizon Communications Inc.
+5.84%
+$60,252.16 
LEG Leggett & Platt, Inc.
+5.28%
+$54.32 
INTU Intuit Inc.
+5.26%
+$3,211.6 
T AT&T Inc.
+5.1%
+$4,186.26 
HPQ HP Inc.
+5.06%
+$1,302 
BX Blackstone Inc.
+4.42%
+$121 
CRM Salesforce Inc
+4.29%
+$154.79 
IBM International Business Machines Corporation
+3.65%
+$2,819.96 
SYK Stryker Corporation
+3.54%
+$54,685.44 
AAPL Apple Inc.
+3.53%
+$357,646.88 
ROP Roper Technologies Inc.
+3.44%
+$85.54 
KD Kyndryl Holdings Inc.
+3.35%
+$3.9 
PGR Progressive Corporation
+3.27%
+$338 
BR Broadridge Financial Solutions, Inc.
+3.13%
+$36.16 
IRM Iron Mountain Inc.
+3.02%
+$3,384 
DE Deere & Company
+2.97%
+$181.4 
ADP Automatic Data Processing Inc.
+2.97%
+$100.94 
TRV The Travelers Companies, Inc.
+2.89%
+$62,171.07 
LOW Lowe's Companies Inc.
+2.83%
+$131.56 
ROST Ross Stores, Inc.
+2.8%
+$97.5 
PPC Pilgrim's Pride Corporation
+2.72%
+$25,840 
BKNG Booking Holdings Inc.
+2.68%
+$115.75 
HD The Home Depot, Inc.
+2.55%
+$72,528.08 
EG Everest Group, Ltd.
+2.55%
+$38.24 
MET MetLife Inc.
+2.48%
+$4,128.87 
LMT Lockheed Martin Corporation
+2.46%
+$3,432.44 
MRSH Marsh & McLennan Companies, Inc.
+2.46%
+$60.76 
MLM Martin Marietta Materials, Inc.
+2.33%
+$8,910.99 
TSCO Tractor Supply Company
+2.31%
+$35 
ABT Abbott Laboratories
+2.29%
+$2,418.57 
SHW The Sherwin-Williams Company
+2.24%
+$83.64 
KMB Kimberly-Clark Corporation
+2.23%
+$11,581.94 
XLRE The Real Estate Select Sector SPDR Fund
+2.23%
+$23,190 
BDX Becton, Dickinson and Company
+2.22%
+$12,882 
ITW Illinois Tool Works Inc.
+2.21%
+$611 
HRB H&R Block Inc.
+2.2%
+$924 
ADSK Autodesk, Inc.
+2.19%
+$44.9 
DIS The Walt Disney Company
+2.18%
+$515.1 
VNQ Vanguard Real Estate ETF
+2.15%
+$1,399.2 
ALL Allstate Corporation
+2.14%
+$2,348.95 
FISV Fiserv, Inc.
+2.1%
+$32.55 
PFG Principal Financial Group, Inc.
+1.94%
+$66.56 
ZBH Zimmer Biomet Holdings, Inc.
+1.9%
+$248.2 
CLX The Clorox Company
+1.87%
+$491.75 
ICE Intercontinental Exchange, Inc.
+1.8%
+$100.62 
MMM 3M Company
+1.79%
+$2,151.3 
MA Mastercard Incorporated
+1.77%
+$2,679.82 
NFLX Netflix, Inc.
+1.74%
+$16.8 
RTX RTX Corporation
+1.74%
+$46,387.64 
NKE Nike, Inc. - Class B
+1.73%
+$7,557.95 
CFR Cullen/Frost Bankers Inc.
+1.72%
+$2,769.99 
CMCSA Comcast Corp
+1.71%
+$8,038.5 
TGT Target Corporation
+1.71%
+$5,802.9 
AMP Ameriprise Financial, Inc.
+1.69%
+$105.48 
SYY Sysco Corporation
+1.69%
+$223.56 
AON Aon plc
+1.66%
+$47.36 
ISRG Intuitive Surgical, Inc.
+1.65%
+$54.8 
JNJ Johnson & Johnson
+1.59%
+$60,293.87 
F Ford Motor Company
+1.55%
+$437.8 
BSX Boston Scientific Corporation
+1.54%
+$16.75 
SPGI S&P Global Inc.
+1.52%
+$89.6 
HLT Hilton Worldwide Holdings Inc.
+1.5%
+$81.43 
GE General Electric Company
+1.35%
+$3,244.79 
KO The Coca-Cola Company
+1.33%
+$2,706.48 
EBC Eastern Bankshares, Inc.
+1.33%
+$600 
DVY iShares Select Dividend ETF
+1.31%
+$719.51 
MO Altria Group, Inc.
+1.26%
+$778.96 
BAC Bank of America Corporation
+1.26%
+$1,864.17 
PEP PepsiCo, Inc.
+1.25%
+$11,035.7 
CSCO Cisco Systems, Inc.
+1.25%
+$2,256 
AMGN Amgen Inc.
+1.22%
+$72.64 
APD Air Products and Chemicals, Inc.
+1.22%
+$27,132.74 
GSK GSK plc Sponsored ADR
+1.2%
+$61 
LIN Linde plc
+1.18%
+$59.6 
V Visa Inc. Class A
+1.18%
+$30,337.77 
SDY SPDR S&P Dividend ETF
+1.18%
+$106,808.1 
AZO AutoZone Inc.
+1.16%
+$67.82 
CI The Cigna Group
+1.15%
+$101.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.15%
+$39,133.82 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$1,173 
YUM Yum! Brands, Inc.
+1.05%
+$49.6 
ZTS Zoetis Inc.
+1.05%
+$3,064.62 
USB U.S. Bancorp
+1.01%
+$188.16 
SOLV Solventum Corporation
+1%
+$136.29 
ODFL Old Dominion Freight Line, Inc.
+0.99%
+$18.24 
WMT Walmart Inc.
+0.99%
+$8,949.48 
LTC LTC Properties Inc.
+0.98%
+$820 
UNP Union Pacific Corporation
+0.98%
+$20,966.02 
DUK Duke Energy Corporation
+0.97%
+$7,560.06 
COST Costco Wholesale Corporation
+0.97%
+$31,457.9 
ABBV AbbVie Inc.
+0.95%
+$27,820.65 
JPM JPMorgan Chase & Co.
+0.95%
+$22,196.86 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.9%
+$193.14 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$25.62 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$701.4 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,367.59 
XLF Financial Select Sector SPDR Fund
+0.86%
+$29,296.32 
LLY Eli Lilly and Company
+0.86%
+$2,316.49 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$6,328.08 
LUV Southwest Airlines Co.
+0.83%
+$318.2 
CSX CSX Corporation
+0.8%
+$902.16 
CVS CVS Health Corporation
+0.8%
+$4,203.25 
MDLZ Mondelez International, Inc.
+0.78%
+$893 
MCD McDonald's Corporation
+0.75%
+$1,726.78 
CL Colgate-Palmolive Company
+0.74%
+$113.9 
HLN Haleon Plc - ADR
+0.72%
+$8.75 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$1,808.02 
OGE Oge Energy Corp.
+0.69%
+$51.68 
SO The Southern Company
+0.67%
+$1,898 
TTE TotalEnergies SE
+0.66%
+$1,001.49 
GOOGL Alphabet Inc
+0.65%
+$438.7 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$16.4 
WM Waste Management, Inc.
+0.62%
+$1,793.76 
EOG EOG Resources, Inc.
+0.62%
+$44.1 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$21,358.5 
UPS United Parcel Service, Inc.
+0.6%
+$4,430.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$3,721.25 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$281.82 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$356.25 
VLTO Veralto Corporation
+0.57%
+$2.6 
VOX Vanguard Communication Services ETF
+0.56%
+$9,458.65 
KNF Knife River Corporation
+0.53%
+$36.9 
VTV Vanguard Value ETF
+0.53%
+$821.28 
FFIN First Financial Bankshares Inc.
+0.52%
+$143.28 
EFA iShares MSCI EAFE ETF
+0.5%
+$1,085.79 
SHEL Shell plc
+0.49%
+$55.04 
TJX The TJX Companies, Inc.
+0.48%
+$20.72 
MDU MDU Resources Group, Inc.
+0.47%
+$36.1 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$483.48 
AEP American Electric Power Company, Inc.
+0.46%
+$344.09 
FITB Fifth Third Bancorp
+0.46%
+$720.2 
MRK Merck & Co., Inc.
+0.45%
+$2,185.39 
CCI Crown Castle Inc.
+0.44%
+$170.61 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$10,610.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$53,248.69 
XLE Energy Select Sector SPDR Fund
+0.4%
+$42 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$802.8 
SCHW Charles Schwab Corporation
+0.35%
+$540 
ROK Rockwell Automation, Inc.
+0.33%
+$10.57 
PG Procter & Gamble Co
+0.3%
+$4,124.56 
VO Vanguard Mid-Cap ETF
+0.29%
+$174.8 
UDR UDR Inc.
+0.28%
+$12,178.43 
KMI Kinder Morgan, Inc.
+0.28%
+$1,877.85 
PYPL PayPal Holdings Inc
+0.27%
+$26.1 
GOOG Alphabet Inc
+0.24%
+$2,493.74 
C Citigroup Inc.
+0.23%
+$204.29 
DD DuPont de Nemours, Inc.
+0.22%
+$21.28 
ROKU Roku, Inc.
+0.21%
+$300 
PH Parker-Hannifin Corporation
+0.21%
+$20.6 
VB Vanguard Small-Cap ETF
+0.19%
+$2,229.31 
CVX Chevron Corporation
+0.19%
+$3,486.05 
AWK American Water Works Company, Inc.
+0.19%
+$2.25 
LHX L3Harris Technologies, Inc.
+0.18%
+$5.4 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$51.84 
BA Boeing Company
+0.14%
+$445.73 
EIX Edison International
+0.14%
+$2.97 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$53.9 
COO The Cooper Companies, Inc.
+0.11%
+$0.96 
CFG Citizens Financial Group, Inc.
+0.11%
+$160 
AMLP Alerian MLP ETF
+0.11%
+$8.46 
HPE Hewlett Packard Enterprise Company
+0.1%
+$83.5 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$9,041.25 
IVV iShares Core S&P 500 ETF
+0.1%
+$4,764.8 
SSO ProShares Ultra S&P500
+0.09%
+$27.6 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$160.54 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$138.82 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$18.4 
SWX Southwest Gas Holdings Inc.
+0.07%
+$3.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$1,032.75 
RNAM Avidity Biosciences, Inc.
+0.06%
+$320 
COP ConocoPhillips
+0.05%
+$12.84 
OEF iShares S&P 100 ETF
+0.04%
+$13.58 
SBUX Starbucks Corporation
+0.04%
+$71.48 
XOM Exxon Mobil Corporation
+0.03%
+$1,425.8 
MSFT Microsoft Corp.
+0.03%
+$1,614.87 
EA Electronic Arts Inc.
+0.03%
+$0.48 
AZN
0%
$0 
CMA Comerica Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PPBI Pacific Premier Bancorp Inc.
0%
$0 
RBLX Roblox Corporation
0%
$0 
SSB
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
OKLO Oklo Inc.
-8.52%
-$225 
INTC Intel Corporation
-7.89%
-$32,628.75 
MU Micron Technology, Inc.
-6.99%
-$32,829.24 
GLW Corning Incorporated
-6.03%
-$13,644.51 
ECG Everus Construction Group, Inc.
-5.78%
-$718.2 
AMAT Applied Materials, Inc.
-4.72%
-$769.95 
LRCX Lam Research Corporation
-4.56%
-$1,748.4 
UBER Uber Technologies, Inc.
-4.31%
-$175.23 
AXP American Express Company
-4.3%
-$308.07 
PWR Quanta Services Inc.
-4.28%
-$82,621.68 
ORCL Oracle Corporation
-4.21%
-$292.9 
SMCI Super Micro Computer Inc
-3.53%
-$115.5 
DOW Dow Inc.
-3.43%
-$755.78 
AMD Advanced Micro Devices, Inc.
-3.29%
-$3,051.28 
NXPI NXP Semiconductors N.V.
-2.9%
-$64.4 
AVGO Broadcom Inc.
-2.69%
-$1,688 
ETN Eaton Corporation plc
-2.66%
-$199.08 
QCOM QUALCOMM Incorporated
-2.42%
-$19,441.44 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$214.32 
ADI Analog Devices, Inc.
-2.19%
-$75.06 
TSLA Tesla, Inc.
-2.08%
-$825.84 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$222.25 
TXN Texas Instruments Inc
-1.9%
-$85,440.13 
PFE Pfizer Inc.
-1.88%
-$1,081 
META Meta Platforms Inc Class A
-1.8%
-$905.53 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$43,577.71 
WMB The Williams Companies, Inc.
-1.66%
-$5,662.5 
GEV GE Vernova Inc.
-1.59%
-$2,778.35 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$58,840.15 
TPL Texas Pacific Land Corporation
-1.44%
-$10,325.88 
HUM Humana Inc.
-1.31%
-$31.08 
CDNS Cadence Design Systems, Inc.
-1.28%
-$59.08 
HON Honeywell International Inc.
-1.27%
-$79.56 
SQ Block, Inc.
-1.24%
-$2,533.44 
GILD Gilead Sciences Inc.
-1.18%
-$38.75 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$9,288.06 
CRGY Crescent Energy Inc.
-1.05%
-$21.6 
MPC Marathon Petroleum Corporation
-0.97%
-$112.11 
NVDA NVIDIA Corporation
-0.92%
-$124,588.15 
VLO Valero Energy Corporation
-0.9%
-$24,003.81 
SU Suncor Energy Inc.
-0.9%
-$600 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$41.71 
ILCG iShares Morningstar Growth ETF
-0.75%
-$34,553.4 
NVS Novartis AG Sponsored ADR
-0.72%
-$18.08 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$28.42 
WBD Warner Bros. Discovery, Inc.
-0.69%
-$40.86 
UNH UnitedHealth Group Incorporated
-0.67%
-$64.86 
AMZN Amazon.com Inc
-0.66%
-$9,331 
UCO ProShares Ultra Bloomberg Crude Oil
-0.66%
-$580 
CAT Caterpillar Inc.
-0.65%
-$517.09 
PW Power REIT
-0.65%
-$0.75 
VOOG Vanguard S&P 500 Growth ETF
-0.58%
-$70.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$559.36 
PANW Palo Alto Networks, Inc.
-0.56%
-$44.16 
DVN Devon Energy Corporation
-0.55%
-$53.75 
ULTA Ulta Beauty Inc.
-0.54%
-$78 
OXY Occidental Petroleum Corporation
-0.52%
-$602.4 
DHR Danaher Corporation
-0.52%
-$15 
D Dominion Energy, Inc.
-0.5%
-$261 
ADM Archer-Daniels-Midland Co
-0.5%
-$9.89 
SRE Sempra
-0.49%
-$560.28 
MKC McCormick & Company, Incorporated
-0.46%
-$4.14 
ELV Elevance Health, Inc.
-0.43%
-$11.41 
DELL Dell Technologies Inc.
-0.42%
-$165.6 
PLTR Palantir Technologies Inc.
-0.36%
-$328.5 
VUG Vanguard Growth ETF
-0.36%
-$457.2 
MTD Mettler-Toledo International Inc.
-0.35%
-$14.07 
MS Morgan Stanley
-0.33%
-$350 
IWM iShares Russell 2000 ETF
-0.32%
-$43,679.1 
MSCI MSCI Inc.
-0.31%
-$6.88 
ET Energy Transfer L.P.
-0.29%
-$3,050.4 
BP BP p.l.c. Sponsored ADR
-0.25%
-$1,165.56 
VTRS Viatris Inc.
-0.23%
-$0.64 
FDX FedEx Corporation
-0.21%
-$469.27 
EPD Enterprise Products Partners L.P.
-0.18%
-$770 
MCO Moody's Corporation
-0.16%
-$5.18 
IFRA iShares U.S. Infrastructure
-0.11%
-$24.22 
PSX Phillips 66
-0.1%
-$1,467.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$19.53 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$44.8 
OKE ONEOK, Inc.
-0.07%
-$82.81 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.07%
-$11.55 
CMI Cummins Inc.
-0.06%
-$936.34 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$226.64 
SNPS Synopsys, Inc.
-0.01%
-$0.45 
NEE NextEra Energy, Inc.
-0.01%
-$206.91 Events
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Dividends
Dividend Analysis
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| Trades 943 | Longs Won 579/943 61% | Profit Factor 8.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $571,197.98 |
| Average Win $158,378.58 | Best Trade (Jul 27) $10.07M | Sharpe Ratio -9.4 |
| Average Loss -$28,174.87 | Worst Trade (Jul 25) -$1.13M | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 1w 5d | Expectancy $86,368.79 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kasey Fegan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $9.48M, Texas Pacific Land Corporation - $3.83M, State Street Technology Select Sector SPDR ETF - $2.19M, SPDR S&P Dividend ETF - $1.29M, and SPDR S&P 500 ETF Trust - $1.29M. 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: The Walt Disney Company - $628,792.16, Comcast Corp - $487,328.74, iShares Core Universal USD Bond ETF - $384,220.87, United Parcel Service, Inc - $255,035.99, and Nike, Inc. - Class B - $234,778.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kasey Fegan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.4M earned over time. The largest contributors to dividend income include SPDR S&P Dividend ETF - $1.15M, UDR Inc - $806,987.08, iShares Russell 2000 ETF - $666,454.66, SPDR S&P MidCap 400 ETF Trust - $653,858.4, and Exxon Mobil Corporation - $621,739.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kasey Fegan's monthly returns?
Kasey Fegan'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 Kasey Fegan's strategy be considered aggressive or moderate?
Kasey Fegan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kasey Fegan's strategy?
Kasey Fegan'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.
