Katherine Saltonstall Portfolio
Invests via Sandy Cove Advisors LLC | Managed by Katherine (Kate) Saltonstall
Invests via Sandy Cove Advisors LLC
Managed by Katherine (Kate) Saltonstall
Automatically Tracked
Katherine Saltonstall Profile
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Investment Philosophy & Strategy
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
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:
102.88%
Gain +1.33%
Monthly
1.33%
Yearly
17.13%
Drawdown
25.91%
$394.66M
Equity
Holdings
$394.66M
Investment
$293.69M
$111.56M
Profit +$2.72M
Realized
$10.58M
Unrealized
$100.97M
Dividends
$15.26M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.33%
Profit
$2.72M
Win %
75%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$1.21M
Win %
75%
This Month
Compared to last month
Gain
-1.01%
Profit
-$4.01M
Win %
75%
This Year
Compared to last year
Gain
-1.06%
Profit
-$4.18M
Win %
74%
AMD Advanced Micro Devices, Inc.
+4.11%
+$94,226.03 
MU Micron Technology, Inc.
+3.63%
+$28,289.44 
INTC Intel Corporation
+3.52%
+$46,571.69 
PLTR Palantir Technologies Inc.
+2.87%
+$8,030.22 
SPOT Spotify Technology S.A.
+2.81%
+$9,159.45 
AVGO Broadcom Inc.
+2.76%
+$41,502.76 
CRM Salesforce Inc
+2.39%
+$5,476.8 
TCAI Tortoise AI Infrastructure ETF
+2.35%
+$5,450 
GEV GE Vernova Inc.
+2.28%
+$9,367.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.2%
+$6,789.6 
MSFT Microsoft Corp.
+2.09%
+$133,687.96 
MPC Marathon Petroleum Corporation
+1.93%
+$5,243.41 
PSX Phillips 66
+1.83%
+$8,161.02 
NOW ServiceNow, Inc.
+1.7%
+$3,822 
GOOG Alphabet Inc
+1.62%
+$72,738.4 
IGPT Invesco AI and Next Gen Software ETF
+1.54%
+$9,590.72 
WMB The Williams Companies, Inc.
+1.51%
+$3,366.63 
CVX Chevron Corporation
+1.5%
+$13,191.96 
GOOGL Alphabet Inc
+1.5%
+$78,397.25 
VRT Vertiv Holdings Co
+1.47%
+$2,907 
IBM International Business Machines Corporation
+1.33%
+$11,727.52 
TXN Texas Instruments Inc
+1.23%
+$5,653.82 
AMZN Amazon.com Inc
+1.23%
+$55,682.31 
EOG EOG Resources, Inc.
+1.16%
+$3,636.75 
RTX RTX Corporation
+1.14%
+$8,659.07 
SMH VanEck Semiconductor ETF
+1.03%
+$4,197.49 
XOM Exxon Mobil Corporation
+1.02%
+$17,787.6 
V Visa Inc. Class A
+0.96%
+$8,489.25 
DEO Diageo plc Sponsored ADR
+0.87%
+$4,517.97 
PSLV Sprott Physical Silver Trust
+0.86%
+$2,379.25 
VGT Vanguard Information Technology ETF
+0.81%
+$12,823.91 
PGR Progressive Corporation
+0.81%
+$2,279.76 
ETN Eaton Corporation plc
+0.77%
+$2,616.31 
NVDA NVIDIA Corporation
+0.74%
+$40,309.45 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$37,209.94 
CRWD CrowdStrike Holdings, Inc.
+0.6%
+$1,631.7 
TJX The TJX Companies, Inc.
+0.6%
+$1,579.62 
IWF iShares Russell 1000 Growth ETF
+0.59%
+$5,440.73 
IWP iShares Russell Mid-Cap Growth ETF
+0.58%
+$1,406.34 
QQQM Invesco NASDAQ 100 ETF
+0.58%
+$22,575.65 
LMT Lockheed Martin Corporation
+0.55%
+$1,176.7 
DXJ WisdomTree Japan Hedged Equity Fund
+0.55%
+$1,598 
PANW Palo Alto Networks, Inc.
+0.45%
+$1,486.41 
VUG Vanguard Growth ETF
+0.45%
+$23,548.22 
MA Mastercard Incorporated
+0.43%
+$2,632.02 
IWY iShares Russell Top 200 Growth ETF
+0.43%
+$1,709.89 
META Meta Platforms Inc Class A
+0.36%
+$10,169.62 
ADI Analog Devices, Inc.
+0.31%
+$765.61 
EFR Eaton Vance Senior Floating-Rate Trust
+0.28%
+$300 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.28%
+$528 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$997.59 
EME EMCOR Group, Inc.
+0.21%
+$1,395.03 
C Citigroup Inc.
+0.2%
+$648.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$30,137.84 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$32,581.81 
IVV iShares Core S&P 500 ETF
+0.18%
+$59,340.63 
VOO Vanguard S&P 500 ETF
+0.17%
+$55,964.81 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$8,004.07 
SCHX Schwab U.S. Large-Cap ETF
+0.14%
+$300 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.11%
+$429.62 
IYY iShares Dow Jones U.S. ETF
+0.11%
+$384.6 
CB Chubb Limited
+0.09%
+$708.5 
KO The Coca-Cola Company
+0.09%
+$1,175.86 
AMP Ameriprise Financial, Inc.
+0.07%
+$851.64 
VO Vanguard Mid-Cap ETF
+0.06%
+$12,243.83 
CEF Sprott Physical Gold and Silver Trust
+0.05%
+$330 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$113.6 
SHV iShares Short Treasury Bond ETF
+0.01%
+$39.35 
HONIV Honeywell International Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RPM RPM International Inc.
-2.57%
-$5,004.25 
WAT Waters Corporation
-2.56%
-$5,134.06 
ORCL Oracle Corporation
-2.43%
-$10,370.46 
BX Blackstone Inc.
-2.4%
-$39,386.24 
NFLX Netflix, Inc.
-2.35%
-$21,311.1 
AAPL Apple Inc.
-2.33%
-$481,918.66 
MS Morgan Stanley
-2.16%
-$162,694.2 
TSLA Tesla, Inc.
-2.15%
-$19,516 
GE General Electric Company
-2.14%
-$10,988.36 
EMR Emerson Electric Co.
-2.06%
-$8,052.85 
MRK Merck & Co., Inc.
-1.99%
-$5,853.31 
LLY Eli Lilly and Company
-1.96%
-$52,646.18 
HD The Home Depot, Inc.
-1.91%
-$18,525.85 
LRCX Lam Research Corporation
-1.73%
-$5,058.34 
CL Colgate-Palmolive Company
-1.71%
-$19,480.68 
PEP PepsiCo, Inc.
-1.68%
-$11,180.3 
CAT Caterpillar Inc.
-1.66%
-$19,708.93 
WMT Walmart Inc.
-1.63%
-$6,446.76 
BDX Becton, Dickinson and Company
-1.61%
-$10,013.85 
ITW Illinois Tool Works Inc.
-1.55%
-$16,930.03 
UNP Union Pacific Corporation
-1.49%
-$3,866.07 
PLD Prologis Inc.
-1.48%
-$8,517.34 
KLAC KLA Corporation
-1.45%
-$3,500.97 
BA Boeing Company
-1.43%
-$3,281.8 
JNJ Johnson & Johnson
-1.39%
-$27,213.07 
RVMD Revolution Medicines Inc.
-1.17%
-$59,012.48 
MDLZ Mondelez International, Inc.
-1.11%
-$3,024 
WFC Wells Fargo & Company
-1.03%
-$3,340.36 
AON Aon plc
-0.95%
-$3,729.32 
NEE NextEra Energy, Inc.
-0.95%
-$2,011.94 
EBC Eastern Bankshares, Inc.
-0.91%
-$12,641.58 
BAC Bank of America Corporation
-0.83%
-$4,264.62 
PG Procter & Gamble Co
-0.77%
-$4,586.51 
VGK Vanguard FTSE Europe ETF
-0.76%
-$9,809.77 
COST Costco Wholesale Corporation
-0.73%
-$5,175 
DHR Danaher Corporation
-0.69%
-$7,697.2 
XLV Health Care Select Sector SPDR Fund
-0.68%
-$1,491.59 
BHP BHP Group Ltd.
-0.66%
-$2,277.41 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,498.21 
ASML ASML Holding N.V. New York Registry Shares
-0.55%
-$5,483.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.55%
-$1,262.94 
JPM JPMorgan Chase & Co.
-0.54%
-$18,712.09 
AXP American Express Company
-0.53%
-$3,083.22 
EFA iShares MSCI EAFE ETF
-0.47%
-$7,040.64 
UNH UnitedHealth Group Incorporated
-0.41%
-$1,382.94 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$34,811.56 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$34,204.17 
SDY SPDR S&P Dividend ETF
-0.36%
-$2,796.64 
ABBV AbbVie Inc.
-0.35%
-$1,566.02 
BMY Bristol-Myers Squibb Company
-0.35%
-$845.38 
YUM Yum! Brands, Inc.
-0.35%
-$689 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.33%
-$1,964.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$31,073.46 
TDVG T. Rowe Price Dividend Growth ETF
-0.32%
-$13,952 
AMGN Amgen Inc.
-0.31%
-$1,814.72 
MDY SPDR S&P MidCap 400 ETF Trust
-0.29%
-$711.17 
NNVC Nanoviricides Inc.
-0.29%
-$50 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$59,705.31 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$31,065.88 
PHYS Sprott Physical Gold Trust
-0.25%
-$3,135.07 
EVV Eaton Vance Limited Duration Income Fund
-0.23%
-$327.6 
UL Unilever PLC Sponsored American Depositary Receipt
-0.22%
-$1,535.66 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$942 
GLD SPDR Gold Shares
-0.21%
-$1,345.37 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$2,780.11 
IAU iShares Gold Trust
-0.2%
-$964.1 
DTD WisdomTree U.S. Total Dividend Fund
-0.18%
-$843.99 
VTV Vanguard Value ETF
-0.16%
-$3,083.46 
PM Philip Morris International Inc.
-0.15%
-$400.78 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$660 
VB Vanguard Small-Cap ETF
-0.13%
-$12,563.23 
VZ Verizon Communications Inc.
-0.13%
-$260.48 
MUB iShares National Muni Bond ETF
-0.12%
-$480.09 
BINC iShares Flexible Income Active ETF
-0.1%
-$838.42 
PRF Invesco FTSE RAFI US 1000 ETF
-0.1%
-$259.32 
CSCO Cisco Systems, Inc.
-0.09%
-$377.16 
IXUS iShares Core International Stock ETF
-0.09%
-$1,252.39 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$8,423.33 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$295.69 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$647.27 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$431.94 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$175.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$303.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.07%
-$15,411.99 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.07%
-$355.2 
RING iShares MSCI Global Gold Miners ETF
-0.05%
-$504.42 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$103.45 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$157 
AMAT Applied Materials, Inc.
-0.04%
-$595.85 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$63.05 
VSGX Vanguard ESG International Stock ETF
-0.01%
-$13.51 Events
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Dividends
Dividend Analysis
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| Trades 2284 | Longs Won 1296/2284 56% | Profit Factor 9.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $289,798.33 |
| Average Win $96,284.95 | Best Trade (Jul 22) $6.71M | Sharpe Ratio -12.63 |
| Average Loss -$13,389.74 | Worst Trade (Jul 24) -$668,718 | Z-Score 3.34 (99.92%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w | Expectancy $48,842.49 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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FAQ
Which stocks have generated the highest profits for Katherine Saltonstall?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $2.42M, iShares Core S&P 500 ETF - $2.05M, Invesco QQQ Trust, Series 1 - $1.84M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.79M, and Vanguard S&P 500 ETF - $1.79M. 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: QUALCOMM Incorporated - $322,818.28, Pfizer Inc - $313,348.22, Fiserv, Inc - $155,071.35, Snowflake Inc - $154,392.9, and Zoetis Inc - $151,155.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Saltonstall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.26M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.38M, iShares Core U.S. Aggregate Bond ETF - $1.36M, iShares Core S&P 500 ETF - $1.04M, VANGUARD FTSE DEVELOPED MARKETS ETF - $954,532.59, and Vanguard Mid-Cap ETF - $746,230.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Saltonstall's monthly returns?
Katherine Saltonstall'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 Katherine Saltonstall's strategy be considered aggressive or moderate?
Katherine Saltonstall'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 Katherine Saltonstall's strategy?
Katherine Saltonstall'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.
