LV
Leah Vaden Portfolio
Invests via Redwood Financial Network Corp. | Managed by Leah Vaden
Invests via Redwood Financial Network Corp.
Managed by Leah Vaden
Automatically Tracked
Leah Vaden Profile
Leah Vaden is a seasoned operating executive with extensive experience in the technology sector, focusing on software development and innovative product delivery. Her leadership capabilities are underscored by her successful track record in driving growth initiatives at leading tech firms, where she has played a pivotal role in shaping strategic direction and operational efficiency. Known for her exceptional ability to blend technical expertise with market insight, she adeptly navigates complex project landscapes while fostering collaborative team environments. Leah's influence extends beyond daily operations; her contributions have notably enhanced company performance metrics, making her a relevant figure among industry stakeholders looking to leverage technology advancements.
Leah Vaden is a seasoned operating executive with extensive experience in the technology sector, focusing on software development and innovative product delivery. Her leadership capabilities are underscored by her successful track record in driving growth initiatives at leading tech firms, where she has played a pivotal role in shaping strategic direction and operational efficiency. Known for her exceptional ability to blend technical expertise with market insight, she adeptly navigates complex project landscapes while fostering collaborative team environments. Leah's influence extends beyond daily operations; her contributions have notably enhanced company performance metrics, making her a relevant figure among industry stakeholders looking to leverage technology advancements.
Investment Philosophy & Strategy
Market insights drive Leah Vaden's investment strategy, reflecting her deep understanding of the technology sector. With a rich background in software development and innovation, she possesses an acute awareness of emerging trends that can disrupt traditional markets. By focusing on scalable solutions and adaptive business models, decision-making emphasizes potential value creation alongside operational efficiency. This forward-thinking perspective ensures not only identification of high-growth opportunities but also fosters resilient team dynamics to enhance project outcomes. Her strategic approach combines technical know-how with an entrepreneurial spirit, positioning her well within the competitive landscape of tech investments.
Market insights drive Leah Vaden's investment strategy, reflecting her deep understanding of the technology sector. With a rich background in software development and innovation, she possesses an acute awareness of emerging trends that can disrupt traditional markets. By focusing on scalable solutions and adaptive business models, decision-making emphasizes potential value creation alongside operational efficiency. This forward-thinking perspective ensures not only identification of high-growth opportunities but also fosters resilient team dynamics to enhance project outcomes. Her strategic approach combines technical know-how with an entrepreneurial spirit, positioning her well within the competitive landscape of tech investments.
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:
69.41%
Gain -0.1%
Monthly
0.93%
Yearly
11.75%
Drawdown
20.76%
$180.46M
Equity
Holdings
$180.46M
Investment
$133.11M
$49.25M
Profit -$174,591.41
Realized
$1.9M
Unrealized
$47.35M
Dividends
$12.34M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$174,591.41
Win %
83%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$174,591.41
Win %
83%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.16M
Win %
83%
This Year
Compared to last year
Gain
0.82%
Profit
$1.49M
Win %
82%
CRWD CrowdStrike Holdings, Inc.
+14.95%
+$271,054.71 
PANW Palo Alto Networks, Inc.
+14.07%
+$44,417.06 
NOW ServiceNow, Inc.
+7.61%
+$36,177.12 
DDOG Datadog, Inc. Class A Common Stock
+5.22%
+$12,878.63 
CRM Salesforce Inc
+4.35%
+$24,307.89 
NFLX Netflix, Inc.
+4.04%
+$24,683.18 
SHOP Shopify Inc.
+3.77%
+$20,956.36 
GOOGL Alphabet Inc
+3.18%
+$52,245.27 
IBM International Business Machines Corporation
+3.06%
+$7,514.4 
GOOG Alphabet Inc
+3.04%
+$36,291.56 
AXON Axon Enterprise, Inc.
+3.01%
+$18,675.36 
MSFT Microsoft Corp.
+2.72%
+$58,860 
META Meta Platforms Inc Class A
+2.71%
+$30,342.7 
TTWO Take-Two Interactive Software, Inc.
+2.68%
+$6,034.22 
LLY Eli Lilly and Company
+2.55%
+$9,343.1 
FCOM Fidelity MSCI Communication Services Index ETF
+2.53%
+$12,634.48 
DIS The Walt Disney Company
+2.4%
+$5,752.32 
XLC Communication Services Select Sector SPDR Fund
+2.26%
+$50,021.97 
TWLO Twilio Inc.
+2.19%
+$5,523.93 
WMT Walmart Inc.
+2.06%
+$5,982.16 
ABBV AbbVie Inc.
+1.64%
+$6,091.87 
CBOE Cboe Global Markets Inc.
+1.48%
+$5,410.34 
SNOW Snowflake Inc.
+1.47%
+$6,465.05 
COST Costco Wholesale Corporation
+1.46%
+$2,882.04 
V Visa Inc. Class A
+1.43%
+$9,093.49 
XLV Health Care Select Sector SPDR Fund
+1.4%
+$27,805.47 
IYH iShares U.S. Healthcare ETF
+1.37%
+$4,912.52 
VHT Vanguard Health Care ETF
+1.34%
+$3,381.98 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$16,165.05 
FHLC Fidelity MSCI Health Care Index ETF
+1.32%
+$2,991.32 
UNH UnitedHealth Group Incorporated
+1.29%
+$2,361.71 
FSTA Fidelity MSCI Consumer Staples Index ETF
+1.24%
+$3,074.5 
MP MP Materials Corp.
+1.22%
+$2,282.26 
GILD Gilead Sciences Inc.
+1.2%
+$3,923.88 
MRK Merck & Co., Inc.
+0.93%
+$5,050.5 
ABT Abbott Laboratories
+0.93%
+$2,372.89 
MA Mastercard Incorporated
+0.87%
+$5,442.15 
DE Deere & Company
+0.87%
+$2,047.5 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$4,850.56 
AMGN Amgen Inc.
+0.75%
+$1,746.11 
AXP American Express Company
+0.69%
+$1,944.25 
IAK iShares U.S. Insurance ETF
+0.67%
+$3,836.35 
PG Procter & Gamble Co
+0.56%
+$1,157.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.54%
+$3,363.76 
AAPL Apple Inc.
+0.48%
+$12,971.69 
JQUA JPMorgan U.S. Quality Factor ETF
+0.47%
+$978.08 
BBDC Barings BDC Inc.
+0.28%
+$276.25 
MELI MercadoLibre, Inc.
+0.25%
+$737.66 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$823.08 
TMFC Motley Fool 100 Index ETF
+0.21%
+$10,260.52 
RWL Invesco S&P 500 Revenue ETF
+0.16%
+$2,316.09 
BBLU EA Bridgeway Blue Chip ETF
+0.14%
+$380.77 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$341.14 
BYLD iShares Yield Optimized Bond ETF
+0.14%
+$553.53 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.12%
+$295.37 
VCR Vanguard Consumer Discretionary ETF
+0.12%
+$334.43 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.12%
+$2,321.19 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.1%
+$378.04 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$380.93 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.1%
+$742.24 
GSY Invesco Ultra Short Duration ETF
+0.07%
+$3,568.88 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$440.13 
NDAQ Nasdaq, Inc.
+0.07%
+$240.72 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.06%
+$262.63 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.06%
+$263.65 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$372.81 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$361.06 
GD General Dynamics Corporation
+0.06%
+$139.02 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$1,268.68 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$858.07 
VUG Vanguard Growth ETF
+0.04%
+$503.32 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$1,395.25 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$134.18 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$271.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.03%
+$785.55 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$449.19 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$156.07 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.02%
+$139.35 
HYFI AB High Yield ETF
+0.01%
+$57.2 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$331.39 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
VRT Vertiv Holdings Co
-7.31%
-$54,397.05 
LRCX Lam Research Corporation
-7.3%
-$11,603.41 
AMAT Applied Materials, Inc.
-6.4%
-$83,656.83 
ASML ASML Holding N.V. New York Registry Shares
-6.25%
-$38,185.22 
KLAC KLA Corporation
-5.9%
-$8,730.54 
MRVL Marvell Technology, Inc.
-5.29%
-$35,337.5 
MU Micron Technology, Inc.
-4.63%
-$14,303.04 
ANET Arista Networks, Inc.
-4.53%
-$39,717.86 
DELL Dell Technologies Inc.
-4.33%
-$49,497.14 
AVGO Broadcom Inc.
-4.32%
-$31,333.72 
ADI Analog Devices, Inc.
-4.07%
-$8,167.3 
AMD Advanced Micro Devices, Inc.
-3.88%
-$35,855.82 
CMI Cummins Inc.
-3.62%
-$6,040.5 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.78%
-$8,330 
UTES Virtus Reaves Utilities ETF
-2.77%
-$12,823.5 
NVDA NVIDIA Corporation
-2.69%
-$131,100.26 
XCEM Columbia EM Core ex-China ETF
-2.67%
-$41,010.21 
SNPS Synopsys, Inc.
-2.58%
-$6,699.32 
SPMO Invesco S&P 500 Momentum ETF
-2.42%
-$51,279.56 
JPM JPMorgan Chase & Co.
-2.15%
-$11,159.86 
IEMG iShares Core MSCI Emerging Markets ETF
-2.04%
-$4,323.71 
RTX RTX Corporation
-1.71%
-$3,940.13 
VIS Vanguard Industrials ETF
-1.71%
-$6,667.7 
FIDU Fidelity MSCI Industrials Index ETF
-1.65%
-$9,733.87 
XLI Industrial Select Sector SPDR Fund
-1.57%
-$29,517.32 
IDMO Invesco S&P International Developed Momentum ETF
-1.26%
-$4,260.4 
XNTK SPDR NYSE Technology ETF
-1.26%
-$6,902.28 
XLK State Street Technology Select Sector SPDR ETF
-1.18%
-$59,182.98 
XLU Utilities Select Sector SPDR Fund
-1.16%
-$2,800.76 
MTB M&T Bank Corporation
-1.11%
-$3,921.43 
FTEC Fidelity MSCI Information Technology Index ETF
-1.01%
-$21,056.76 
ROAM Hartford Multifactor Emerging Markets ETF
-0.99%
-$3,917.55 
VGT Vanguard Information Technology ETF
-0.97%
-$9,419.94 
IDEQ Lazard International Dynamic Equity ETF
-0.97%
-$8,960.35 
PNC The PNC Financial Services Group, Inc.
-0.91%
-$11,478.13 
BX Blackstone Inc.
-0.87%
-$5,149.12 
FENY Fidelity MSCI Energy Index ETF
-0.87%
-$2,182.32 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.87%
-$5,068.5 
TSLA Tesla, Inc.
-0.87%
-$4,417.02 
IYF iShares U.S. Financials ETF
-0.87%
-$7,409.55 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.82%
-$8,526.77 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.82%
-$16,678.62 
SPEM SPDR Portfolio Emerging Markets ETF
-0.81%
-$8,314.7 
XLB Materials Select Sector SPDR Fund
-0.81%
-$3,876.14 
XLE Energy Select Sector SPDR Fund
-0.78%
-$7,688.76 
CSCO Cisco Systems, Inc.
-0.78%
-$3,773.19 
CWI SPDR MSCI ACWI ex-US ETF
-0.76%
-$1,781.95 
XLF Financial Select Sector SPDR Fund
-0.74%
-$16,313.2 
TRGP Targa Resources Corp.
-0.74%
-$1,761.22 
SPHQ Invesco S&P 500 Quality ETF
-0.7%
-$7,048.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.69%
-$1,643.66 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.69%
-$1,695.27 
RYT Invesco S&P 500 Equal Weight ETF
-0.68%
-$1,675.08 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.65%
-$1,695.97 
LECO Lincoln Electric Holdings, Inc.
-0.6%
-$4,827.55 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.58%
-$6,339.3 
AMZN Amazon.com Inc
-0.58%
-$15,674.68 
FNCL Fidelity MSCI Financials Index ETF
-0.57%
-$2,596.09 
PWV Invesco Large Cap Value ETF
-0.54%
-$1,798.28 
VTV Vanguard Value ETF
-0.53%
-$4,210.28 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.48%
-$1,108.4 
XLRE The Real Estate Select Sector SPDR Fund
-0.47%
-$9,393.72 
NULG Nuveen ESG Large-Cap Growth ETF
-0.47%
-$1,007.76 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$3,711.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.45%
-$4,376.5 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,532.16 
IWY iShares Russell Top 200 Growth ETF
-0.44%
-$4,555.49 
FDVV Fidelity High Dividend ETF
-0.43%
-$3,269.75 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$810.84 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.4%
-$2,403.84 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.4%
-$5,180.58 
XOM Exxon Mobil Corporation
-0.37%
-$3,735.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.37%
-$1,025.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.36%
-$3,707.07 
QQQM Invesco NASDAQ 100 ETF
-0.35%
-$28,382.87 
FENI Fidelity Enhanced International ETF
-0.35%
-$4,436.27 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.35%
-$1,192.28 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$7,208.31 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$788.55 
IYW iShares U.S. Technology ETF
-0.31%
-$9,107.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.31%
-$3,263 
VIG Vanguard Dividend Appreciation ETF
-0.31%
-$747.5 
USRT iShares Core U.S. REIT ETF
-0.3%
-$1,009.12 
CVX Chevron Corporation
-0.3%
-$1,783.42 
EPS WisdomTree U.S. LargeCap Fund
-0.27%
-$1,471.58 
IQLT iShares MSCI International Quality Factor ETF
-0.27%
-$1,312.74 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.27%
-$31,227.46 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.26%
-$1,304.56 
IVV iShares Core S&P 500 ETF
-0.26%
-$3,533.14 
VB Vanguard Small-Cap ETF
-0.25%
-$574.03 
SPY SPDR S&P 500 ETF Trust
-0.24%
-$1,786.87 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.24%
-$5,336.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.2%
-$1,015.77 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.17%
-$1,380 
EQIN Columbia U.S. Equity Income ETF
-0.13%
-$341.89 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$658.59 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.13%
-$2,125.52 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.13%
-$1,285.44 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.12%
-$356.59 
XYLD Global X S&P 500 Covered Call ETF
-0.11%
-$680.31 
DGRO iShares Core Dividend Growth ETF
-0.1%
-$613.73 
XMHQ Invesco S&P MidCap Quality ETF
-0.09%
-$408.5 
IWM iShares Russell 2000 ETF
-0.05%
-$150.64 
SPLV Invesco S&P 500 Low Volatility ETF
-0.05%
-$268.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$107.8 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.03%
-$78.78 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$35.79 Events
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Dividends
Dividend Analysis
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| Trades 2598 | Longs Won 1744/2598 67% | Profit Factor 5.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $116,292.51 |
| Average Win $33,983.12 | Best Trade (Sep 08) $3.8M | Sharpe Ratio -115.35 |
| Average Loss -$11,723.65 | Worst Trade (Sep 14) -$510,134.25 | Z-Score 17.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w | Expectancy $18,958.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,082 | $1.41M | $2.7M | - | $1.29M | 91.86% | +0.483% |
| ABBV AbbVie Inc. | 1,447 | $241,363.52 | $378,144.51 | - | $136,780.99 | 56.67% | +1.637% |
| ABT Abbott Laboratories | 2,511 | $227,848.14 | $258,369.34 | - | $30,521.2 | 13.4% | +0.927% |
| ADI Analog Devices, Inc. | 530 | $210,500.11 | $192,586.1 | - | -$17,914.01 | -8.51% | -4.068% |
| AMAT Applied Materials, Inc. | 2,863 | $1.42M | $1.22M | - | -$192,184.12 | -13.58% | -6.401% |
| AMD Advanced Micro Devices, Inc. | 1,791 | $277,035.21 | $888,533.01 | - | $611,497.8 | 220.73% | -3.879% |
| AMGN Amgen Inc. | 617 | $201,950.27 | $234,571.06 | - | $32,620.79 | 16.15% | +0.75% |
| AMZN Amazon.com Inc | 10,591 | $1.75M | $2.7M | - | $955,935.87 | 54.69% | -0.576% |
| ANET Arista Networks, Inc. | 4,396 | $484,805.32 | $837,679.78 | - | $352,874.46 | 72.79% | -4.527% |
| ASML ASML Holding N.V. New York Registry Shares | 360 | $250,949.44 | $573,202.8 | - | $322,253.36 | 128.41% | -6.246% |
| AVGO Broadcom Inc. | 2,006 | $473,466.6 | $694,818.22 | - | $221,351.62 | 46.75% | -4.315% |
| AXON Axon Enterprise, Inc. | 1,296 | $233,907.6 | $639,900 | - | $405,992.4 | 173.57% | +3.006% |
| AXP American Express Company | 867 | $273,563.29 | $283,450.48 | - | $9,887.19 | 3.61% | +0.691% |
| BBDC Barings BDC Inc. | 11,050 | $94,154.97 | $97,184.75 | - | $3,029.78 | 3.22% | +0.285% |
| BBLU EA Bridgeway Blue Chip ETF | 15,231 | $231,705.56 | $264,790.93 | - | $33,085.37 | 14.28% | +0.144% |
| BRK-B Berkshire Hathaway Inc. | 1,166 | $414,134 | $599,941.98 | - | $185,807.98 | 44.87% | +0.815% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 101,219 | $1.98M | $1.98M | - | -$4,925.55 | -0.25% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 85,807 | $1.69M | $1.68M | - | -$7,179.56 | -0.42% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 89,839 | $1.85M | $1.82M | - | -$28,766.39 | -1.56% | +0.025% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 54,320 | $1.02M | $997,315.2 | - | -$18,747.12 | -1.85% | +0.027% |
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FAQ
Which stocks have generated the highest profits for Leah Vaden?
The largest contributions to the portfolio's profits come from the following stocks: Global X Nasdaq 100 Covered Call ETF - $1.5M, Vanguard Information Technology ETF - $704,100.18, NVIDIA Corporation - $517,876.3, Janus Henderson Short Duration Income ETF - $491,497.47, and Meta Platforms Inc Class A - $398,110.07. 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 Trade Desk, Inc. Class A - $411,111.05, Walgreens Boots Alliance Inc - $308,736.42, Pfizer Inc - $268,460.11, PayPal Holdings Inc - $206,505.74, and Tesla, Inc - $190,408.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leah Vaden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.34M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $1.62M, SPDR Portfolio Mortgage Backed Bond ETF - $478,242.17, Janus Henderson Short Duration Income ETF - $475,543.74, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $334,238.61, and VanEck IG Floating Rate ETF - $329,745.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leah Vaden's monthly returns?
Leah Vaden'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 Leah Vaden's strategy be considered aggressive or moderate?
Leah Vaden'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 Leah Vaden's strategy?
Leah Vaden'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.
