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:
62.26%
Gain -0.82%
Monthly
1.33%
Yearly
17.24%
Drawdown
17.98%
$7.43B
Equity
Holdings
$7.43B
Investment
$6.44B
$1.48B
Profit -$39.25M
Realized
$494.05M
Unrealized
$988.95M
Dividends
$224.24M
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.82%
Profit
-$39.25M
Win %
69%
This Week
Compared To Last Week
Gain
-2.68%
Profit
-$204.31M
Win %
69%
This Month
Compared to last month
Gain
-2.05%
Profit
-$155.69M
Win %
69%
This Year
Compared to last year
Gain
4.38%
Profit
$312.05M
Win %
68%
EMRAF Emera Incorporated
+15.79%
+$2.58M 
FOUR Shift4 Payments, Inc.
+9.29%
+$21,885.12 
CRCL Circle Internet Group, Inc.
+5.75%
+$2.99M 
PLTR Palantir Technologies Inc.
+4.66%
+$11.2M 
MU Micron Technology, Inc.
+4.23%
+$1.48M 
VLO Valero Energy Corporation
+3.85%
+$127,150.94 
INTC Intel Corporation
+3.58%
+$12,750.52 
CMCSA Comcast Corp
+2.79%
+$382,354.88 
META Meta Platforms Inc Class A
+2.79%
+$4M 
MSTR Strategy Inc.
+2.39%
+$7.09M 
EIX Edison International
+1.84%
+$236,401.92 
PSA Public Storage Common Stock
+1.59%
+$14,078.49 
BMY Bristol-Myers Squibb Company
+1.49%
+$1.14M 
UNP Union Pacific Corporation
+1.38%
+$61,326.15 
CM Canadian Imperial Bank of Commerce
+1.24%
+$118,243.5 
AAPL Apple Inc.
+1%
+$1.92M 
AAL American Airlines Group Inc.
+0.87%
+$8,203.13 
BCE BCE Inc.
+0.82%
+$343,163.18 
GOOGL Alphabet Inc
+0.82%
+$1.5M 
CDP COPT Defense Properties
+0.81%
+$6,835.8 
ARE Alexandria Real Estate Equities, Inc.
+0.75%
+$2,337.11 
NVO Novo Nordisk A/S Sponsored ADR
+0.71%
+$41,132.19 
GTY Getty Realty Corp.
+0.7%
+$7,978.93 
BSX Boston Scientific Corporation
+0.53%
+$341,324.01 
SPG Simon Property Group, Inc.
+0.41%
+$4,378.01 
IEF iShares 7-10 Year Treasury Bond ETF
+0.37%
+$626,109.66 
PLD Prologis Inc.
+0.34%
+$4,205.76 
BYD Boyd Gaming Corporation
+0.34%
+$1,418.2 
SNY Sanofi American Depositary Receipt
+0.16%
+$3,031 
TNL Travel + Leisure Co.
+0.15%
+$535.26 
ORA Ormat Technologies Inc.
+0.11%
+$389.16 
A Agilent Technologies Inc.
0%
-$5.32 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADC Agree Realty Corporation
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$2.98 
ALK Alaska Air Group Inc.
0%
$0 
AME Ametek Inc.
0%
+$0.17 
AMGN Amgen Inc.
0%
+$2.08 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.07 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ARRY Array Technologies Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$5.78 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.34 
BMO Bank of Montreal
0%
-$0.55 
BNS Bank of Nova Scotia
0%
$0 
BTBT Bit Digital, Inc.
0%
$0 
BTG B2Gold Corp
0%
$0 
BTDR Bitdeer Technologies Group
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
COIN Coinbase Global, Inc.
0%
+$4.36 
CPA Copa Holdings S.A.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSIQ Canadian Solar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.12 
CZR Caesars Entertainment, Inc.
0%
$0 
D Dominion Energy, Inc.
0%
-$0.2 
DAL Delta Air Lines, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DHR Danaher Corporation
0%
+$3.81 
DLR Digital Realty Trust, Inc.
0%
+$0.01 
DOC Healthpeak Properties, Inc.
0%
$0 
DQ Daqo New Energy Corp.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
EGO Eldorado Gold Corporation
0%
$0 
ELV Elevance Health, Inc.
0%
-$1.78 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENPH Enphase Energy, Inc.
0%
$0 
ENS EnerSys
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EOSE Eos Energy Enterprises Inc.
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
ES Eversource Energy
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.11 
EXC Exelon Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FITB Fifth Third Bancorp
0%
+$0.17 
FLNC Fluence Energy, Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTS Fortis Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.12 
GE General Electric Company
0%
$0 
GIB CGI Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.24 
GSK GSK plc Sponsored ADR
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HIVE HIVE Digital Technologies Ltd.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HUT Hut 8 Corp.
0%
$0 
IAG Iamgold Corporation
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INFY Infosys Limited
0%
$0 
INTU Intuit Inc.
0%
+$0.76 
INVH Invitation Homes Inc.
0%
$0 
IREN IREN Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$1.48 
JNJ Johnson & Johnson
0%
+$3.09 
JPM JPMorgan Chase & Co.
0%
+$1.01 
KEY KeyCorp
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LLY Eli Lilly and Company
0%
-$8.46 
LMT Lockheed Martin Corporation
0%
+$0.24 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MAR Marriott International Inc. - Class A
0%
+$0.19 
MCD McDonald's Corporation
0%
-$0.85 
MDT Medtronic plc
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MGA Magna International Inc.
0%
$0 
MGM MGM Resorts International
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$6.3 
MSI Motorola Solutions, Inc.
0%
+$0.7 
MTB M&T Bank Corporation
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
-$4.57 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OVV Ovintiv Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$1.42 
PBA Pembina Pipeline Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.32 
PH Parker-Hannifin Corporation
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.23 
PSX Phillips 66
0%
$0 
QSR Restaurant Brands International Inc.
0%
$0 
RBA Rb Global Inc.
0%
$0 
RCI Rogers Communications Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REG Regency Centers Corporation
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$1.05 
RF Regions Financial Corporation
0%
$0 
RHP Ryman Hospitality Properties, Inc.
0%
$0 
RIOT Riot Platforms, Inc.
0%
$0 
RNW Renew Energy Global Plc
0%
$0 
RRR Red Rock Resorts Inc.
0%
$0 
RSG Republic Services, Inc.
0%
+$0.19 
RTX RTX Corporation
0%
$0 
RUN Sunrun Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAP SAP SE Sponsored ADR
0%
+$0.02 
SEDG SolarEdge Technologies Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHLS Shoals Technologies Group, Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SKYW SkyWest Inc.
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SSRM Ssr Mining Inc.
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STN Stantec Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
-$0.79 
SU Suncor Energy Inc.
0%
$0 
SUI Sun Communities Inc.
0%
$0 
SYK Stryker Corporation
0%
+$2.22 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$1.43 
TRP TC Energy Corporation
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TTE TotalEnergies SE
0%
$0 
TU TELUS Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXT Textron Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UDR UDR Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.18 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.7 
VICI Vici Properties Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$2.96 
VRT Vertiv Holdings Co
0%
+$0.14 
VZ Verizon Communications Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WH Wyndham Hotels & Resorts, Inc.
0%
+$0.02 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WULF TeraWulf Inc.
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
EDV Vanguard Extended Duration Treasury ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
CORZ Core Scientific, Inc.
0%
$0 
FIGR Figure Technology Solutions Inc Cl A
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
GEV GE Vernova Inc.
0%
-$0.07 
VIK Viking Holdings Ltd
0%
$0 
XYZ Block, Inc.
0%
$0 
TE T1 Energy Inc.
0%
$0 
DEFT Defi Technologies Inc.
0%
$0 
GLXY Galaxy Digital Inc. Class A Common Stock
0%
$0 
BLSH Bullish Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.38 OCAN
OCAND
0%
$0 
KEEL Keel Infrastructure Corp.
0%
$0 G200
G2004J103
0%
$0 BAM
BAM
-14.37%
-$680,770.11 
CLSK CleanSpark, Inc.
-5.42%
-$83,154.72 
MARA MARA Holdings Inc
-4.46%
-$68,197.57 
ANET Arista Networks, Inc.
-3.27%
-$1.24M 
NEM Newmont Corporation
-3.1%
-$54,651.45 
AU AngloGold Ashanti plc
-2.91%
-$49,270.8 
AMAT Applied Materials, Inc.
-2.48%
-$956,798.02 
KGC Kinross Gold Corporation
-2.29%
-$35,273.7 
COP ConocoPhillips
-2.18%
-$55,010.64 
AGI Alamos Gold Inc.
-2.03%
-$27,693 
MTN Vail Resorts, Inc.
-1.98%
-$10,351.74 
FAST Fastenal Co.
-1.69%
-$75,974.8 
UNH UnitedHealth Group Incorporated
-1.61%
-$1.53M 
SLB Schlumberger Limited
-1.04%
-$23,774.3 
ACN Accenture plc Class A
-0.92%
-$3,930.3 
WMT Walmart Inc.
-0.25%
-$56,800.66 
AIFC AI Financial Corporation
-0.24%
-$19.19 
BP BP p.l.c. Sponsored ADR
-0.23%
-$5,035 
CIFR Cipher Mining Inc.
-0.03%
-$793.79 
COST Costco Wholesale Corporation
0%
-$567.91 Events
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Dividends
Dividend Analysis
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| Trades 3276 | Longs Won 2144/3276 65% | Profit Factor 2.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.97M |
| Average Win $1.1M | Best Trade (Sep 03) $90.69M | Sharpe Ratio -43 |
| Average Loss -$763,739.83 | Worst Trade (Aug 19) -$193.51M | Z-Score 11.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w | Expectancy $452,684.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 532,149 | $68.78M | $78.89M | - | $10.11M | 14.69% | 0.0 |
| AAL American Airlines Group Inc. | 63,101 | $1.04M | $950,301.06 | - | -$88,843.53 | -8.55% | +0.871% |
| AAPL Apple Inc. | 637,896 | $142.82M | $194.72M | - | $51.9M | 36.34% | +0.996% |
| ABBV AbbVie Inc. | 312,098 | $54.31M | $77.64M | - | $23.33M | 42.96% | 0.0 |
| ABNB Airbnb, Inc. | 46,282 | $5.87M | $8.34M | - | $2.46M | 41.92% | 0.0 |
| ABT Abbott Laboratories | 757,820 | $80.55M | $84.05M | - | $3.5M | 4.34% | 0.0 |
| ACN Accenture plc Class A | 2,382 | $639,090.6 | $425,163.18 | - | -$213,927.42 | -33.47% | -0.916% |
| ADC Agree Realty Corporation | 13,281 | $989,004.94 | $987,575.16 | - | -$1,429.78 | -0.14% | 0.0 |
| AEM Agnico Eagle Mines Limited | 298,291 | $49.41M | $55.24M | - | $5.83M | 11.81% | 0.0 |
| AGI Alamos Gold Inc. | 40,725 | $1.28M | $1.34M | - | $59,298.79 | 4.64% | -2.028% |
| AIFC AI Financial Corporation | 19,186 | $41,011.47 | $8,038.93 | - | -$32,972.54 | -80.4% | -0.238% |
| ALK Alaska Air Group Inc. | 11,225 | $587,730.21 | $531,728.25 | - | -$56,001.96 | -9.53% | 0.0 |
| AMAT Applied Materials, Inc. | 70,301 | $11.64M | $37.58M | - | $25.94M | 222.98% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 380,784 | $66.85M | $183.89M | - | $117.05M | 175.1% | 0.0 |
| AME Ametek Inc. | 17,141 | $3.25M | $4.43M | - | $1.18M | 36.45% | 0.0 |
| AMGN Amgen Inc. | 208,180 | $54.38M | $86.64M | - | $32.27M | 59.34% | 0.0 |
| AMT American Tower Corporation | 6,685 | $1.38M | $1.14M | - | -$244,697.44 | -17.68% | 0.0 |
| AMZN Amazon.com Inc | 793,414 | $170.19M | $212.06M | - | $41.87M | 24.6% | 0.0 |
| ANET Arista Networks, Inc. | 180,183 | $18.7M | $36.69M | - | $17.99M | 96.24% | -3.268% |
| APH Amphenol Corporation | 781,772 | $34.46M | $33.22M | - | -$1.24M | -3.61% | 0.0 |
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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: Advanced Micro Devices, Inc - $110.24M, Micron Technology, Inc - $69.79M, Eli Lilly and Company - $46.19M, Oracle Corporation - $29.65M, and NVIDIA Corporation - $23.78M. 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: Netflix, Inc - $24.77M, Accenture plc Class A - $24.1M, Pfizer Inc - $22.39M, Zoetis Inc - $7.9M, and Nike, Inc. - Class B - $6.39M. 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 $224.24M earned over time. The largest contributors to dividend income include iShares 20+ Year Treasury Bond ETF - $27.08M, iShares 7-10 Year Treasury Bond ETF - $11.75M, Bristol-Myers Squibb Company - $9.34M, AbbVie Inc - $7.49M, and Johnson & Johnson - $7.43M. 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.
