David K. Balsdon Portfolio
Invests via Harvest Portfolios Group Inc. | Managed by Paul MacDonald, James Learmonth, Chris Heakes, Mike Dragosits
Invests via Harvest Portfolios Group Inc.
Managed by Paul MacDonald, James Learmonth, Chris Heakes, Mike Dragosits
Automatically Tracked
David K. Balsdon Profile
David K. Balsdon possesses a notable trajectory in corporate leadership and investment management, bringing extensive experience from his tenure at multiple high-profile firms. His ability to navigate complex financial landscapes has established him as a pivotal figure in deal-making and strategic operations. By fostering innovative partnerships and driving growth initiatives, he has contributed significantly to the expansion of several businesses within diverse sectors. Additionally, his insights into market dynamics make him an invaluable resource for companies aiming to optimize performance amidst changing economic conditions.
David K. Balsdon possesses a notable trajectory in corporate leadership and investment management, bringing extensive experience from his tenure at multiple high-profile firms. His ability to navigate complex financial landscapes has established him as a pivotal figure in deal-making and strategic operations. By fostering innovative partnerships and driving growth initiatives, he has contributed significantly to the expansion of several businesses within diverse sectors. Additionally, his insights into market dynamics make him an invaluable resource for companies aiming to optimize performance amidst changing economic conditions.
Investment Philosophy & Strategy
Navigating the intricacies of dynamic markets informs David K. Balsdon's investment approach, focusing on leveraging his robust operational insight and entrepreneurial acumen. By emphasizing transformational growth opportunities, he aims to align strategic investments with emerging industry trends that hold potential for substantial returns. His history of fostering strong collaborative ventures underpins a preference for scalable businesses capable of adapting to evolving consumer demands. With a commitment to creating long-term value through decisive action, he seeks out unique market niches where innovation meets sound financial management.
Navigating the intricacies of dynamic markets informs David K. Balsdon's investment approach, focusing on leveraging his robust operational insight and entrepreneurial acumen. By emphasizing transformational growth opportunities, he aims to align strategic investments with emerging industry trends that hold potential for substantial returns. His history of fostering strong collaborative ventures underpins a preference for scalable businesses capable of adapting to evolving consumer demands. With a commitment to creating long-term value through decisive action, he seeks out unique market niches where innovation meets sound financial management.
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:
45.25%
Gain +0.72%
Monthly
1.17%
Yearly
15.04%
Drawdown
17.98%
$6.55B
Equity
Holdings
$6.55B
Investment
$5.89B
$1.05B
Profit +$270,042.34
Realized
$384.94M
Unrealized
$660.53M
Dividends
$216.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$270,042.34
Win %
69%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$11.6M
Win %
69%
This Month
Compared to last month
Gain
-1.46%
Profit
-$97M
Win %
69%
This Year
Compared to last year
Gain
8.71%
Profit
$525.27M
Win %
68%
IREN IREN Limited
+19.39%
+$937,341.28 
CIFR Cipher Mining Inc.
+18.02%
+$656,978.04 
CLSK CleanSpark, Inc.
+11.78%
+$225,169.15 
MARA MARA Holdings Inc
+9.92%
+$213,515.8 
HUT Hut 8 Corp.
+9.64%
+$454,159.44 
RIOT Riot Platforms, Inc.
+9.31%
+$328,205.4 
BTBT Bit Digital, Inc.
+9.28%
+$4,980.37 
GLXY Galaxy Digital Inc. Class A Common Stock
+9.13%
+$340,592.7 
HIVE HIVE Digital Technologies Ltd.
+8.25%
+$7,552.19 
CRCL Circle Internet Group, Inc.
+8.02%
+$2.82M 
CORZ Core Scientific, Inc.
+6.09%
+$202,287.67 
BTDR Bitdeer Technologies Group
+5.73%
+$86,088.93 
WULF TeraWulf Inc.
+4.24%
+$152,366.06 
TE T1 Energy Inc.
+3%
+$9,987.25 
INTC Intel Corporation
+2.99%
+$21,339.75 
MSTR Strategy Inc.
+2.9%
+$7.37M 
PLTR Palantir Technologies Inc.
+2.85%
+$3.98M 
ELV Elevance Health, Inc.
+2.79%
+$2.08M 
ISRG Intuitive Surgical, Inc.
+2.51%
+$1.17M 
AMD Advanced Micro Devices, Inc.
+2.47%
+$7.18M 
SKYW SkyWest Inc.
+2.33%
+$9,509.03 
AVGO Broadcom Inc.
+2.27%
+$4.1M 
STX Seagate Technology Holdings plc
+2.13%
+$1.07M 
MSFT Microsoft Corp.
+2.1%
+$3.92M 
COIN Coinbase Global, Inc.
+1.97%
+$1.46M 
MU Micron Technology, Inc.
+1.91%
+$1.06M 
GEV GE Vernova Inc.
+1.91%
+$74,612.27 
DQ Daqo New Energy Corp.
+1.9%
+$3,606.86 
CRM Salesforce Inc
+1.85%
+$421,495.71 
CVE Cenovus Energy Inc.
+1.84%
+$75,071.55 
SHOP Shopify Inc.
+1.81%
+$587,890.24 
GOOGL Alphabet Inc
+1.79%
+$3.12M 
PAAS Pan American Silver Corp.
+1.78%
+$32,424.63 
VLO Valero Energy Corporation
+1.76%
+$57,504.72 
NOW ServiceNow, Inc.
+1.75%
+$441,294.29 
ALK Alaska Air Group Inc.
+1.54%
+$7,981.4 
AAL American Airlines Group Inc.
+1.42%
+$13,636.86 
UAL United Airlines Holdings, Inc.
+1.41%
+$49,666.1 
IBIT iShares Bitcoin Trust
+1.39%
+$500,671.65 
INTU Intuit Inc.
+1.35%
+$221,967.21 
BEPC Brookfield Renewable Corporation
+1.34%
+$48,069.84 
RDDT Reddit Inc Class A
+1.3%
+$792,216.6 
FOUR Shift4 Payments, Inc.
+1.29%
+$3,062.15 
PSX Phillips 66
+1.29%
+$36,942.23 
DLR Digital Realty Trust, Inc.
+1.28%
+$15,651 
BLSH Bullish Inc.
+1.25%
+$16,463.72 
EQX Equinox Gold Corp.
+1.22%
+$17,050.42 
KMI Kinder Morgan, Inc.
+1.19%
+$145,999.7 
AMZN Amazon.com Inc
+1.12%
+$2.07M 
BYD Boyd Gaming Corporation
+1.08%
+$4,892.5 
CSIQ Canadian Solar Inc.
+1.07%
+$3,046.24 
CVX Chevron Corporation
+1.07%
+$23,512.63 
COP ConocoPhillips
+1.01%
+$23,013.24 
RRR Red Rock Resorts Inc.
+1%
+$5,459.35 
MGM MGM Resorts International
+0.94%
+$8,274.14 
T AT&T Inc.
+0.94%
+$89,163.93 
LVS Las Vegas Sands Corp.
+0.9%
+$12,291.8 
ANET Arista Networks, Inc.
+0.88%
+$283,435.25 
RHP Ryman Hospitality Properties, Inc.
+0.82%
+$6,855.68 
XOM Exxon Mobil Corporation
+0.77%
+$21,483.3 
LUV Southwest Airlines Co.
+0.77%
+$18,029.36 
V Visa Inc. Class A
+0.77%
+$189,758.25 
RCI Rogers Communications Inc.
+0.74%
+$111,407.71 
OVV Ovintiv Inc.
+0.73%
+$18,961.37 
FLNC Fluence Energy, Inc.
+0.71%
+$1,725.2 
OXY Occidental Petroleum Corporation
+0.71%
+$17,232.15 
ABT Abbott Laboratories
+0.7%
+$442,849.01 
MA Mastercard Incorporated
+0.69%
+$2,595.84 
RTX RTX Corporation
+0.69%
+$21,584.57 
META Meta Platforms Inc Class A
+0.68%
+$928,507.3 
MAA Mid-America Apartment Communities, Inc.
+0.68%
+$5,409.9 
EOG EOG Resources, Inc.
+0.66%
+$16,788.16 
IBM International Business Machines Corporation
+0.65%
+$2,085.18 
HLT Hilton Worldwide Holdings Inc.
+0.63%
+$44,200.42 
BP BP p.l.c. Sponsored ADR
+0.61%
+$14,031.89 
ACN Accenture plc Class A
+0.56%
+$151,434.36 
CNQ Canadian Natural Resources Limited
+0.54%
+$145,557.59 
GD General Dynamics Corporation
+0.53%
+$17,694.54 
KGC Kinross Gold Corporation
+0.47%
+$7,472.01 
GIB CGI Inc.
+0.46%
+$4,034.96 
TXN Texas Instruments Inc
+0.45%
+$167,939.72 
B BARRICK MINING CORP Common Stock (ABR0)
+0.44%
+$23,415.85 
MDT Medtronic plc
+0.42%
+$231,792.4 
EQNR Equinor ASA Sponsored ADR
+0.39%
+$7,313.65 
CMCSA Comcast Corp
+0.32%
+$28,105.12 
HST Host Hotels & Resorts Inc.
+0.31%
+$4,957.35 
KO The Coca-Cola Company
+0.21%
+$53,036.26 
OKE ONEOK, Inc.
+0.2%
+$27,092.48 
VIK Viking Holdings Ltd
+0.2%
+$5,351.92 
DAL Delta Air Lines, Inc.
+0.19%
+$16,922.24 
SU Suncor Energy Inc.
+0.18%
+$46,336.51 
ETN Eaton Corporation plc
+0.16%
+$5,805.92 
AGI Alamos Gold Inc.
+0.12%
+$2,015.51 
NVDA NVIDIA Corporation
+0.12%
+$341,398.32 
HOOD Robinhood Markets, Inc.
+0.09%
+$48,210.66 
LMT Lockheed Martin Corporation
+0.09%
+$2,258.1 
WH Wyndham Hotels & Resorts, Inc.
+0.09%
+$458.64 
STAG Stag Industrial Inc.
+0.07%
+$873.54 
BSX Boston Scientific Corporation
+0.07%
+$27,510.35 
MAR Marriott International Inc. - Class A
+0.06%
+$4,640.02 
NEM Newmont Corporation
+0.06%
+$1,108.19 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.05%
+$443.15 
UDR UDR Inc.
+0.05%
+$458.42 
AEM Agnico Eagle Mines Limited
+0.03%
+$8,456.37 
FE FirstEnergy Corp.
+0.03%
+$3,715.35 
USB U.S. Bancorp
+0.02%
+$1,662.93 
RCL Royal Caribbean Group
0%
+$239.04 
ALTS Alt5 Sigma Corp
0%
$0 
BAM
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SEDG SolarEdge Technologies Inc.
-8.6%
-$52,403.2 
SHLS Shoals Technologies Group, Inc.
-5.19%
-$22,231.39 
ENPH Enphase Energy, Inc.
-4.93%
-$20,176.1 
UPS United Parcel Service, Inc.
-3.67%
-$137,225.63 
FSLR First Solar, Inc.
-3.26%
-$11,203.46 
ORCL Oracle Corporation
-3.18%
-$1.38M 
URI United Rentals, Inc.
-3.04%
-$133,095.35 
TFC Truist Financial Corporation
-2.93%
-$194,746.86 
GSK GSK plc Sponsored ADR
-2.93%
-$62,872.5 
RNW Renew Energy Global Plc
-2.78%
-$12,701.15 
CM Canadian Imperial Bank of Commerce
-2.66%
-$262,466.62 
DEFT Defi Technologies Inc.
-2.59%
-$418.78 
BNS Bank of Nova Scotia
-2.58%
-$260,624.05 
AZN AstraZeneca PLC American Depositary Shares
-2.58%
-$1.64M 
IR Ingersoll Rand Inc.
-2.48%
-$79,221.36 
NVS Novartis AG Sponsored ADR
-2.48%
-$1.73M 
TSLA Tesla, Inc.
-2.45%
-$5.52M 
MRK Merck & Co., Inc.
-2.38%
-$1.91M 
NXT Nextracker Inc.
-2.38%
-$9,278.15 
TD The Toronto-Dominion Bank
-2.35%
-$1.03M 
LLY Eli Lilly and Company
-2.29%
-$7.46M 
GE General Electric Company
-2.21%
-$105,120.26 
FCNCA First Citizens BancShares, Inc.
-2.2%
-$143,385.84 
RY Royal Bank of Canada
-2.12%
-$960,089.76 
MS Morgan Stanley
-2.11%
-$709,772.96 
DE Deere & Company
-2.08%
-$68,569.22 
AU AngloGold Ashanti plc
-2.02%
-$35,085.8 
ENS EnerSys
-1.98%
-$8,790.6 
SQ Block, Inc.
-1.94%
-$186,699.12 
AMT American Tower Corporation
-1.94%
-$20,940.84 
CAT Caterpillar Inc.
-1.92%
-$689,591.68 
MFC Manulife Financial Corporation
-1.91%
-$89,218.36 
CCI Crown Castle Inc.
-1.91%
-$7,750.83 
FAST Fastenal Co.
-1.9%
-$58,350.31 
NFLX Netflix, Inc.
-1.87%
-$1.13M 
BMO Bank of Montreal
-1.87%
-$191,399.92 
PLUG Plug Power Inc.
-1.84%
-$7,066.01 
UNP Union Pacific Corporation
-1.84%
-$70,826.29 
CP Canadian Pacific Kansas City Limited
-1.75%
-$102,197.31 
PLD Prologis Inc.
-1.74%
-$21,099 
ARRY Array Technologies Inc.
-1.72%
-$3,922.28 
AAPL Apple Inc.
-1.71%
-$3.29M 
EOSE Eos Energy Enterprises Inc.
-1.7%
-$1,787.03 
RF Regions Financial Corporation
-1.64%
-$113,424.5 
WMT Walmart Inc.
-1.54%
-$340,466.72 
SNY Sanofi American Depositary Receipt
-1.5%
-$34,103 
WFC Wells Fargo & Company
-1.46%
-$418,849.28 
CCL Carnival Corporation Ltd.
-1.46%
-$41,710.51 
TRP TC Energy Corporation
-1.44%
-$318,930.72 
RUN Sunrun Inc.
-1.44%
-$3,474.46 
PANW Palo Alto Networks, Inc.
-1.43%
-$856,363.01 
NVO Novo Nordisk A/S Sponsored ADR
-1.39%
-$66,422.3 
JNJ Johnson & Johnson
-1.3%
-$1.02M 
MTN Vail Resorts, Inc.
-1.29%
-$6,824.43 
SLB Schlumberger Limited
-1.29%
-$25,299.89 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$90,671.34 
SLF Sun Life Financial Inc.
-1.25%
-$85,214.88 
BAC Bank of America Corporation
-1.23%
-$99,771.74 
SHEL Shell plc
-1.17%
-$332,806.85 
DOC Healthpeak Properties, Inc.
-1.13%
-$10,638.09 
QSR Restaurant Brands International Inc.
-1.13%
-$50,462.8 
TXT Textron Inc.
-1.13%
-$36,289.17 
BKNG Booking Holdings Inc.
-1.13%
-$80,257.11 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$860,856.8 
CDE Coeur Mining, Inc.
-1.11%
-$35,757.28 
ARE Alexandria Real Estate Equities, Inc.
-1.09%
-$3,510.1 
PFE Pfizer Inc.
-1.08%
-$22,761 
SOFI SoFi Technologies, Inc.
-1.07%
-$470,661.46 
EDV Vanguard Extended Duration Treasury ETF
-1.07%
-$217,088.58 
WYNN Wynn Resorts, Limited
-1.06%
-$7,711.07 
INFY Infosys Limited
-1.04%
-$3,005.04 
PNW Pinnacle West Capital Corporation
-1.01%
-$134,470.03 
TU TELUS Corporation
-1.01%
-$110,524.15 
PSA Public Storage Common Stock
-1%
-$9,161.3 
RBA Rb Global Inc.
-0.99%
-$5,796.42 
SUI Sun Communities Inc.
-0.99%
-$24,997.72 
PH Parker-Hannifin Corporation
-0.96%
-$32,218.5 
PBA Pembina Pipeline Corporation
-0.95%
-$214,339.23 
TNL Travel + Leisure Co.
-0.95%
-$4,116.7 
CFG Citizens Financial Group, Inc.
-0.95%
-$69,069 
AME Ametek Inc.
-0.95%
-$33,327.03 
ADC Agree Realty Corporation
-0.94%
-$10,146 
HBAN Huntington Bancshares Incorporated
-0.92%
-$61,551.81 
FTS Fortis Inc.
-0.92%
-$51,622.92 
UNH UnitedHealth Group Incorporated
-0.91%
-$1.16M 
HIW Highwoods Properties, Inc.
-0.9%
-$6,274.5 
CCJ Cameco Corporation
-0.9%
-$254,622.06 
TMO Thermo Fisher Scientific Inc.
-0.88%
-$557,293.14 
DHR Danaher Corporation
-0.88%
-$555,606 
O Realty Income Corporation
-0.87%
-$9,079.25 
STN Stantec Inc.
-0.85%
-$3,650.12 
EXPE Expedia Group, Inc.
-0.85%
-$27,097.64 
D Dominion Energy, Inc.
-0.84%
-$115,987.2 
A Agilent Technologies Inc.
-0.82%
-$544,340.52 
BMY Bristol-Myers Squibb Company
-0.79%
-$570,323.04 
JPM JPMorgan Chase & Co.
-0.79%
-$272,894.33 
APA APA Corporation
-0.77%
-$19,004.22 
FITB Fifth Third Bancorp
-0.76%
-$54,143.32 
PG Procter & Gamble Co
-0.75%
-$171,883.17 
ZTS Zoetis Inc.
-0.7%
-$293,900.94 
ES Eversource Energy
-0.7%
-$86,436.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.68%
-$1.58M 
IAG Iamgold Corporation
-0.67%
-$11,242.4 
H Hyatt Hotels Corporation
-0.65%
-$10,902.72 
RSG Republic Services, Inc.
-0.64%
-$19,799.78 
REG Regency Centers Corporation
-0.64%
-$8,374.27 
GS The Goldman Sachs Group, Inc.
-0.63%
-$54,142.85 
BCE BCE Inc.
-0.62%
-$189,267.84 
LAMR Lamar Advertising Company
-0.61%
-$5,359.86 
VGLT Vanguard Long-Term Treasury Fund
-0.6%
-$160,331.91 
AMAT Applied Materials, Inc.
-0.6%
-$243,941.01 
ABBV AbbVie Inc.
-0.56%
-$484,995.9 
ABNB Airbnb, Inc.
-0.56%
-$41,006.72 
TLH iShares 10-20 Year Treasury Bond ETF
-0.55%
-$61,087.96 
E Eni S.p.A. Sponsored ADR
-0.54%
-$13,094.73 
C Citigroup Inc.
-0.53%
-$35,482.92 
AMGN Amgen Inc.
-0.52%
-$392,179.2 
CSCO Cisco Systems, Inc.
-0.5%
-$365,213.86 
GTY Getty Realty Corp.
-0.43%
-$5,888.91 
WCN Waste Connections Inc.
-0.41%
-$4,939.2 
MSI Motorola Solutions, Inc.
-0.37%
-$108,502.24 
VICI Vici Properties Inc.
-0.37%
-$11,363.6 
EIX Edison International
-0.34%
-$43,385.68 
CPA Copa Holdings S.A.
-0.33%
-$1,897.08 
IEF iShares 7-10 Year Treasury Bond ETF
-0.31%
-$553,445.62 
COST Costco Wholesale Corporation
-0.3%
-$266,597.32 
TTE TotalEnergies SE
-0.29%
-$6,904.32 
ORA Ormat Technologies Inc.
-0.29%
-$966.3 
REGN Regeneron Pharmaceuticals, Inc.
-0.28%
-$136,467.62 
BTG B2Gold Corp
-0.27%
-$4,702.47 
WIT Wipro Limited American Depositary Receipt
-0.27%
-$809.75 
MCD McDonald's Corporation
-0.25%
-$51,251.67 
MGA Magna International Inc.
-0.24%
-$11,207.36 
EGO Eldorado Gold Corporation
-0.21%
-$3,219.78 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.21%
-$15,909.82 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$15,363 
MTB M&T Bank Corporation
-0.18%
-$13,069.98 
INVH Invitation Homes Inc.
-0.18%
-$1,720.4 
WPM Wheaton Precious Metals Corp.
-0.18%
-$1,306.06 
UBER Uber Technologies, Inc.
-0.18%
-$5,681.91 
SYK Stryker Corporation
-0.1%
-$57,411.39 
SPG Simon Property Group, Inc.
-0.09%
-$946 
VZ Verizon Communications Inc.
-0.06%
-$14,220.48 
SAP SAP SE Sponsored ADR
-0.03%
-$88.1 
FNV Franco-Nevada Corporation
-0.03%
-$329.34 
CZR Caesars Entertainment, Inc.
-0.02%
-$90.79 Events
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Dividends
Dividend Analysis
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| Trades 3011 | Longs Won 1957/3011 64% | Profit Factor 2.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.54M |
| Average Win $1.04M | Best Trade (Jul 22) $71.81M | Sharpe Ratio -12 |
| Average Loss -$940,517.83 | Worst Trade (Jul 27) -$194.23M | Z-Score 8.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $347,219.62 |
| 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 David K. Balsdon?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $45.7M, Micron Technology, Inc - $41.5M, Oracle Corporation - $29.63M, NVIDIA Corporation - $23.79M, and Broadcom Inc - $21.11M. 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: Pfizer Inc - $22.42M, Nike, Inc. - Class B - $6.45M, Keysight Technologies, Inc - $4.26M, PepsiCo, Inc - $3.97M, and United Parcel Service, Inc - $2.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David K. Balsdon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $216.1M earned over time. The largest contributors to dividend income include iShares 20+ Year Treasury Bond ETF - $26.32M, iShares 7-10 Year Treasury Bond ETF - $10.57M, Bristol-Myers Squibb Company - $8.58M, Novartis AG Sponsored ADR - $7.14M, and Johnson & Johnson - $7.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David K. Balsdon's monthly returns?
David K. Balsdon'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 David K. Balsdon's strategy be considered aggressive or moderate?
David K. Balsdon'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 David K. Balsdon's strategy?
David K. Balsdon'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.
