Jeremy Baltz Portfolio
Invests via Raleigh Capital Management Inc. | Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
Invests via Raleigh Capital Management Inc.
Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
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Jeremy Baltz Profile
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
Investment Philosophy & Strategy
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
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:
76.53%
Gain -0.5%
Monthly
0.55%
Yearly
6.87%
Drawdown
23.54%
$319.69M
Equity
Holdings
$319.69M
Investment
$262.64M
$78.93M
Profit -$1.16M
Realized
$21.88M
Unrealized
$57.05M
Dividends
$31.08M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.16M
Win %
67%
This Week
Compared To Last Week
Gain
0.04%
Profit
$137,185.52
Win %
67%
This Month
Compared to last month
Gain
1.59%
Profit
$5.01M
Win %
67%
This Year
Compared to last year
Gain
2.68%
Profit
$8.36M
Win %
66%
CCI Crown Castle Inc.
+9.4%
+$19,547.58 
NET Cloudflare, Inc. Class A Common Stock
+7.76%
+$282.72 
SLB SLB N.V.
+7.22%
+$32,520.72 
PANW Palo Alto Networks, Inc.
+6.75%
+$5,318.01 
CRWD CrowdStrike Holdings, Inc.
+6.72%
+$319.9 
DDOG Datadog Inc. Class A
+5.89%
+$51,308.4 
HAL Halliburton Company
+5.26%
+$1,786.88 
PR Permian Resources Corp Class A Common Stock
+4.92%
+$1.2 
OVV Ovintiv Inc.
+4.87%
+$8,025.75 
FANG Diamondback Energy Inc.
+4.86%
+$24,150.16 
DVN Devon Energy Corporation
+4.76%
+$198.9 
KRC Kilroy Realty Corporation
+4.56%
+$1.64 
COP ConocoPhillips
+4.08%
+$33,228.36 
BKR Baker Hughes Company
+4.01%
+$6.45 
IHAK iShares Cybersecurity and Tech ETF
+3.84%
+$2,383.29 
TWLO Twilio Inc. Class A Common Stock
+3.78%
+$1,802.92 
EOG EOG Resources, Inc.
+3.76%
+$1,235.52 
LNG Cheniere Energy Inc.
+3.69%
+$63.51 
MDB MongoDB, Inc. Class A Common Stock
+3.52%
+$76.41 
AMT American Tower Corporation
+3.25%
+$82,416.96 
P Everpure Inc. Class A Common Stock
+3.1%
+$894.88 
MU Micron Technology Inc.
+3.05%
+$14,126.41 
FTNT Fortinet, Inc.
+2.9%
+$7,830.63 
TTE TotalEnergies SE
+2.88%
+$82,820.82 
DOW Dow Inc.
+2.81%
+$0.9 
SNOW Snowflake Inc. Common Stock
+2.8%
+$32,108.5 
XLE State Street Energy Select Sector SPDR ETF
+2.76%
+$962.34 
NU Nu Holdings Ltd. Class A Ordinary Shares
+2.75%
+$70.06 
LMT Lockheed Martin Corporation
+2.7%
+$9,615.7 
KMI Kinder Morgan Inc.
+2.68%
+$13,957.82 
CVX Chevron Corporation
+2.67%
+$75,945.65 
OKE ONEOK, Inc.
+2.59%
+$46.17 
ISRG Intuitive Surgical Inc.
+2.47%
+$4,848.74 
AKAM Akamai Technologies, Inc.
+2.46%
+$67.2 
NUAI New Era Energy & Digital Inc.
+2.34%
+$32.5 
SBAC SBA Communications Corporation
+2.2%
+$27.44 
CDNS Cadence Design Systems, Inc.
+2.13%
+$1,183.19 
MRVL Marvell Technology Inc.
+2.11%
+$146.01 
EQT EQT Corporation
+2.05%
+$11.2 
WMB The Williams Companies, Inc.
+2.04%
+$43.2 
CTA Simplify Managed Futures Strategy ETF
+2.03%
+$1,714.71 
CGNX Cognex Corporation
+1.92%
+$416.85 
AMD Advanced Micro Devices Inc.
+1.87%
+$12,371.41 
TXN Texas Instruments Inc.
+1.77%
+$9,127.8 
LYB LyondellBasell Industries N.V.
+1.72%
+$10.12 
DELL Dell Technologies Inc. Class C Common Stock
+1.67%
+$20,605.51 
APH Amphenol Corp. Class A Common Stock
+1.56%
+$44,729.04 
ORCL Oracle Corporation
+1.55%
+$9,404.85 
KEYS Keysight Technologies, Inc.
+1.42%
+$48.56 
INTC Intel Corporation
+1.42%
+$1,136.19 
CSCO Cisco Systems, Inc.
+1.31%
+$17,890.7 
LDOS Leidos Holdings, Inc.
+1.27%
+$292.41 
QCOM QUALCOMM Incorporated
+1.18%
+$5,538.6 
JCI Johnson Controls International plc
+1.15%
+$4,588.65 
ADI Analog Devices, Inc.
+1.11%
+$8,230.18 
ANET Arista Networks Inc.
+1.09%
+$2,715.59 
MUSA Murphy USA Inc.
+1.03%
+$21.94 
OLN Olin Corporation
+1.03%
+$14.4 
BAI iShares A.I. Innovation and Tech Active ETF
+1.02%
+$9,569.81 
PHM PulteGroup, Inc.
+1%
+$4,127.53 
HCA HCA Healthcare, Inc.
+0.98%
+$22.85 
AMAT Applied Materials Inc.
+0.94%
+$3,335.84 
EMR Emerson Electric Co.
+0.91%
+$438 
SWKS Skyworks Solutions, Inc.
+0.91%
+$27.75 
GLW Corning Incorporated
+0.87%
+$467.63 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.86%
+$40,175.94 
TROW T. Rowe Price Group Inc.
+0.86%
+$137.95 
TEAM Atlassian Corporation Class A Common Stock
+0.85%
+$4,356.7 
CAR Avis Budget Group Inc.
+0.85%
+$11.18 
ABT Abbott Laboratories
+0.84%
+$1,679.83 
TRP TC Energy Corporation
+0.79%
+$14,986.16 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.72%
+$1,276.56 
VSTS Vestis Corporation Common Stock
+0.69%
+$27.6 
NOW ServiceNow Inc.
+0.68%
+$10,139.32 
SMA SmartStop Self Storage REIT, Inc.
+0.67%
+$637.83 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.65%
+$648.27 
FFIV F5, Inc.
+0.59%
+$26.6 
MSFT Microsoft Corporation Common Stock
+0.58%
+$39,372.45 
MTUM iShares MSCI USA Momentum Factor ETF
+0.58%
+$4,973.07 
WTFC Wintrust Financial Corporation
+0.57%
+$179.55 
IYW iShares U.S. Technology ETF
+0.56%
+$29.5 
RMD ResMed Inc.
+0.56%
+$18.53 
ZM Zoom Communications, Inc. Class A Common Stock
+0.54%
+$131.56 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.53%
+$19.2 
EXE Expand Energy Corp
+0.53%
+$21.56 
IBM International Business Machines Corporation
+0.52%
+$2,095.83 
ARMK Aramark
+0.51%
+$77.49 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.48%
+$709.92 
ADM Archer-Daniels-Midland Company
+0.41%
+$100.65 
SHOP Shopify Inc.
+0.4%
+$1,985.21 
BA The Boeing Company
+0.38%
+$6.39 
NYT New York Times Co. Class A Common Stock
+0.36%
+$0.25 
LMUB iShares Long-Term National Muni Bond ETF
+0.36%
+$540.26 
AVGO Broadcom Inc.
+0.34%
+$10,757.52 
EMLP First Trust North American Energy Infrastructure Fund
+0.34%
+$0.3 
SYK Stryker Corp.
+0.34%
+$122.85 
HBAN HubSpot Inc.
+0.32%
+$0.5 
FDCF Fidelity Disruptive Communications ETF
+0.28%
+$127.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.28%
+$5,050.92 
AVEM Avantis Emerging Markets Equity ETF
+0.26%
+$31.73 
LRCX Lam Research Corp.
+0.23%
+$2,208.64 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.23%
+$25 
CMI Cummins Inc.
+0.23%
+$852.02 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$214.2 
TTC The Toro Company
+0.21%
+$0.22 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.2%
+$14.42 
TTEK Tetra Tech Inc.
+0.19%
+$0.07 
ABBV AbbVie Inc.
+0.18%
+$9,226.41 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.18%
+$264.6 
RF Regions Financial Corp.
+0.18%
+$2,591.85 
LH Labcorp Holdings Inc.
+0.16%
+$75.06 
AMCR Amcor plc
+0.16%
+$3,657.15 
RWX SPDR Dow Jones International Real Estate ETF
+0.15%
+$0.04 
SPOT Spotify Technology S.A.
+0.14%
+$55.61 
FID First Trust S&P International Dividend Aristocrats ETF
+0.13%
+$35.28 
CME CME Group Inc. Class A Common Stock
+0.13%
+$3,403.22 
UGI UGI Corporation
+0.13%
+$0.05 
IQV IQVIA Holdings Inc.
+0.13%
+$965.27 
DE Deere & Company
+0.11%
+$5.8 
ICVT iShares Convertible Bond ETF
+0.1%
+$0.63 
CARY Angel Oak Income ETF
+0.1%
+$116.83 
MUB iShares National Muni Bond ETF
+0.09%
+$308.97 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+0.08%
+$46.36 
IALT iShares Systematic Alternatives Active ETF
+0.08%
+$185.71 
MPC Marathon Petroleum Corp.
+0.08%
+$1.44 
STE STERIS plc
+0.07%
+$7.68 
IBIT iShares Bitcoin Trust ETF
+0.07%
+$4.2 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.05%
+$14.54 
NDAQ Nasdaq, Inc. Common Stock
+0.05%
+$15.34 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$0.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$456.98 
CFG Citizens Financial Group Inc.
+0.03%
+$55.24 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.03%
+$151.36 
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF
+0.03%
+$656.45 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$11.89 
FBOT Fidelity Disruptive Automation ETF
+0.02%
+$7.12 
ZION Zions Bancorporation, National Association
+0.01%
+$0.31 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$1.05 
BNDX Vanguard Total International Bond ETF
+0.01%
+$38.38 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$5.78 
CTAS Cintas Corporation
+0.01%
+$6.26 
DEI Douglas Emmett Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TFC Truist Financial Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 FSSL
FSSL
0%
$0 G200
G2004J103
0%
$0 
T AT&T Inc.
-6.62%
-$23,005.43 
GNTX Gentex Corporation
-6.33%
-$1.37 
TMUS T-Mobile US Inc.
-6.07%
-$2,840.85 
DG Dollar General Corp.
-5.97%
-$5,127.27 
OLLI Ollie's Bargain Outlet Holdings Inc.
-5.57%
-$51.6 
COKE Coca-Cola Consolidated Inc.
-5.2%
-$78.19 
FLO Flowers Foods, Inc.
-4.98%
-$0.32 
VKTX Viking Therapeutics, Inc.
-4.72%
-$596.58 
ACN Accenture plc
-4.5%
-$9,245.84 
MET MetLife, Inc.
-4.3%
-$30,927.5 
GPC Genuine Parts Company
-4.03%
-$2,956.68 
HWM Howmet Aerospace Inc.
-3.98%
-$8,407.38 
NEM Newmont Corporation
-3.87%
-$92.61 
AXP American Express Company
-3.85%
-$28,136.27 
RCL Royal Caribbean Cruises Ltd.
-3.72%
-$1,723.68 
CL Colgate-Palmolive Co.
-3.69%
-$703.64 
DAL Delta Air Lines, Inc.
-3.67%
-$16,296 
HUT Hut 8 Corp.
-3.49%
-$223 
TGT Target Corp.
-3.43%
-$2,717.93 
SAIA Saia Inc.
-3.38%
-$81.62 
APLD Applied Digital Corporation
-3.33%
-$63.5 
HSY The Hershey Company Common Stock
-3.3%
-$26,888.8 
ROST Ross Stores Inc.
-3.17%
-$8,959.43 
HD The Home Depot, Inc.
-3.09%
-$24,427.75 
SJM The J. M. Smucker Company
-3.04%
-$10,828.02 
RPM RPM International Inc.
-3.01%
-$3.06 
LLY Eli Lilly and Company
-2.99%
-$66,112.7 
LOW Lowe's Companies, Inc.
-2.94%
-$294 
VOYA Voya Financial Inc.
-2.83%
-$2.79 
PRU Prudential Financial, Inc.
-2.81%
-$14,279.32 
F Ford Motor Co.
-2.81%
-$39.2 
SYY Sysco Corp.
-2.79%
-$10,335.78 
CASY Casey's General Stores, Inc.
-2.78%
-$118.96 
PG The Procter & Gamble Company
-2.77%
-$32,046.26 
DRI Darden Restaurants, Inc.
-2.74%
-$22,636.08 
CI The Cigna Group
-2.71%
-$6,736.02 
GPK Graphic Packaging Holding Company
-2.65%
-$0.72 
WRB W. R. Berkley Corporation
-2.63%
-$1,122.36 
KO The Coca-Cola Company
-2.58%
-$19,733.29 
ALV Autoliv Inc.
-2.53%
-$234.39 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.52%
-$32,955.93 
RGA Reinsurance Group of America, Inc.
-2.52%
-$27.4 
TPR Tapestry Inc.
-2.48%
-$236.88 
PEP PepsiCo, Inc.
-2.44%
-$53,663.7 
IHE iShares U.S. Pharmaceuticals ETF
-2.42%
-$984.17 
MNST Monster Beverage Corporation
-2.38%
-$5,609.25 
AFRM Affirm Holdings, Inc. Class A Common Stock
-2.35%
-$22.16 
CAT Caterpillar Inc.
-2.31%
-$15,928.32 
KMB Kimberly-Clark Corporation
-2.31%
-$29,096.06 
NKE Nike, Inc. Class B Common Stock
-2.3%
-$215.6 
UBER Uber Technologies Inc.
-2.27%
-$12,338.63 
BMY Bristol-Myers Squibb Company
-2.27%
-$928.07 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.18%
-$196.1 
BCE BCE Inc.
-2.14%
-$3.12 
AFL Aflac Incorporated
-2.1%
-$315.98 
MO Altria Group, Inc.
-2.08%
-$36,005.04 
GE General Electric Company
-2.07%
-$11,050.45 
WMG Warner Music Group Corp.
-2.05%
-$150.8 
RING iShares MSCI Global Gold Miners ETF
-2.03%
-$649.6 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.02%
-$1,284.01 
MCO Moody's Corporation
-2%
-$1,062.72 
MCD McDonald's Corporation
-2%
-$8,561.52 
BLK BlackRock, Inc.
-1.99%
-$14,140.6 
PFG Principal Financial Group Inc.
-1.98%
-$23,615.94 
NSC Norfolk Southern Corp.
-1.98%
-$13.38 
QSR Restaurant Brands International Inc.
-1.98%
-$9,194.39 
PPG PPG Industries, Inc.
-1.97%
-$1,130.61 
PCAR PACCAR Inc.
-1.95%
-$2.14 
ADBE Adobe Inc.
-1.95%
-$839.52 
KVUE Kenvue Inc.
-1.91%
-$547.58 
OC Owens Corning
-1.89%
-$2.21 
GM General Motors Co.
-1.86%
-$168.48 
ALL The Allstate Corporation
-1.85%
-$5,736.01 
IRT Independence Realty Trust, Inc.
-1.85%
-$0.28 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$15,507.45 
CAG Conagra Brands Inc.
-1.82%
-$1.93 
GATX GATX Corporation
-1.82%
-$3.05 
UNH UnitedHealth Group Inc.
-1.8%
-$6,096.73 
AWI Armstrong World Industries Inc.
-1.8%
-$33.88 
BTI British American Tobacco plc ADR
-1.76%
-$43,314.61 
BX Blackstone Inc.
-1.73%
-$45.21 
PH Parker-Hannifin Corporation
-1.71%
-$22,123.83 
WPC W. P. Carey Inc.
-1.7%
-$3,095.57 
KR The Kroger Co.
-1.69%
-$713 
ESS Essex Property Trust Inc.
-1.69%
-$219.88 
FNF Fidelity National Financial, Inc.
-1.69%
-$1,959.3 
MS Morgan Stanley Common Stock
-1.69%
-$4,015.01 
JNJ Johnson & Johnson
-1.68%
-$16,747.66 
RBC RBC Bearings Incorporated
-1.68%
-$5,647.05 
FDX FedEx Corp.
-1.65%
-$55.22 
XEL Xcel Energy Inc.
-1.65%
-$14,909.7 
PPC Pilgrim's Pride Corporation
-1.64%
-$0.46 
REGN Regeneron Pharmaceuticals, Inc.
-1.64%
-$697.58 
FR First Industrial Realty Trust, Inc.
-1.62%
-$0.9 
COF Capital One Financial Corp.
-1.62%
-$1,737.11 
VZ Verizon Communications Inc.
-1.61%
-$54,176.95 
CAH Cardinal Health, Inc.
-1.61%
-$6,156.78 
RTX RTX Corporation
-1.61%
-$1,774.72 
GLPI Gaming and Leisure Properties, Inc.
-1.6%
-$2,229.12 
RDDT Reddit Inc. Class A Common Stock
-1.59%
-$11.97 
DASH DoorDash, Inc. Class A Common Stock
-1.59%
-$8,226.72 
MSIF MSC Income Fund Inc.
-1.58%
-$1,080.95 
MRK Merck & Co., Inc.
-1.56%
-$34,575.15 
KHC The Kraft Heinz Company
-1.55%
-$0.39 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.55%
-$1.78 
HIG The Hartford Insurance Group, Inc.
-1.54%
-$1,328.7 
BR Broadridge Financial Solutions, Inc.
-1.53%
-$2,186.93 
AMGN Amgen Inc. Common Stock
-1.52%
-$27,376.2 
FBRT Franklin BSP Realty Trust, Inc.
-1.44%
-$1,021.05 
MAR Marriott International, Inc. Class A Common Stock
-1.44%
-$1,047.88 
AFG American Financial Group Inc
-1.41%
-$2.16 
OSK Oshkosh Corporation
-1.41%
-$1.89 
WMT Walmart Inc.
-1.4%
-$16,246.87 
HII Huntington Ingalls Industries, Inc.
-1.4%
-$7.78 
COR Cencora Inc.
-1.39%
-$3,275.68 
AEP American Electric Power Company, Inc.
-1.39%
-$4,724.44 
MAA Mid-America Apartment Communities, Inc.
-1.38%
-$358.45 
UL Unilever PLC Sponsored ADR
-1.38%
-$24,206.33 
KDP Keurig Dr Pepper Inc.
-1.38%
-$1,334.23 
PFE Pfizer Inc.
-1.36%
-$47,577.26 
BSX Boston Scientific Corp.
-1.36%
-$3,371.87 
PPL PPL Corporation
-1.36%
-$21,464.16 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.35%
-$5,843.72 
ZTS Zoetis Inc. Class A Common Stock
-1.35%
-$25.53 
EIX Edison International
-1.35%
-$228.54 
SBUX Starbucks Corp.
-1.33%
-$35.36 
TJX The TJX Companies, Inc.
-1.33%
-$7,098.6 
AIZ Assurant Inc.
-1.33%
-$432.79 
ELS Equity LifeStyle Properties, Inc.
-1.32%
-$0.81 
V Visa Inc. Class A
-1.29%
-$20,008.82 
JPM JPMorgan Chase & Co.
-1.28%
-$22,015.48 
EME EMCOR Group, Inc.
-1.27%
-$5,422.48 
C Citigroup Inc.
-1.26%
-$4,071.85 
WEC WEC Energy Group Inc.
-1.26%
-$27,922.19 
COST Costco Wholesale Corp
-1.25%
-$7,605.73 
TRV The Travelers Companies, Inc.
-1.25%
-$172.55 
CSX CSX Corporation
-1.25%
-$6,631.24 
ABNB Airbnb Inc. Class A Common Stock
-1.24%
-$54.54 
CRH CRH plc Ordinary Shares
-1.24%
-$120.91 
MMM 3M Company
-1.23%
-$34.48 
BALL Ball Corporation
-1.2%
-$3,142.62 
PEG Public Service Enterprise Group Inc.
-1.2%
-$2,986.71 
XLF State Street Financial Select Sector SPDR ETF
-1.19%
-$0.68 
ARE Alexandria Real Estate Equities, Inc.
-1.19%
-$4.12 
ITW Illinois Tool Works Inc.
-1.19%
-$202.21 
GSK GSK plc ADR
-1.18%
-$5.45 
AA Alcoa Corporation
-1.18%
-$221.66 
CVS CVS Health Corporation Common Stock
-1.18%
-$74.37 
NFLX Netflix Inc.
-1.17%
-$640.56 
DEO Diageo plc Sponsored ADR
-1.16%
-$8.96 
NI NiSource Inc.
-1.16%
-$397.94 
FSK FS KKR Capital Corp.
-1.14%
-$331.44 
LNT Alliant Energy Corporation
-1.14%
-$138.4 
CINF Cincinnati Financial Corporation
-1.13%
-$165.64 
RSG Republic Services Inc.
-1.13%
-$877.93 
XLC State Street Communication Services Select Sector SPDR ETF
-1.13%
-$1.21 
ADC Agree Realty Corp.
-1.12%
-$0.75 
NLY Annaly Capital Management, Inc.
-1.12%
-$686.96 
CRM Salesforce, Inc.
-1.12%
-$740.67 
MRSH Marsh & McLennan Companies, Inc.
-1.11%
-$790.32 
BMO Bank of Montreal
-1.11%
-$11.34 
SNY Sanofi ADR
-1.11%
-$29,478.21 
NGG National Grid plc Sponsored ADR
-1.1%
-$23,670.92 
LAMR Lamar Advertising Company Class A
-1.09%
-$3,826.96 
SSD Simpson Manufacturing Co., Inc.
-1.09%
-$40.6 
RDVY First Trust Rising Dividend Achievers ETF
-1.08%
-$432.58 
NBIX Neurocrine Biosciences, Inc.
-1.06%
-$51.68 
XLI State Street Industrial Select Sector SPDR ETF
-1.05%
-$1.75 
PM Philip Morris International Inc.
-1.05%
-$33,671.54 
SO The Southern Company
-1.04%
-$11,491.35 
ECL Ecolab Inc.
-1.04%
-$12.12 
FE FirstEnergy Corp.
-1.03%
-$27,129.12 
DHR Danaher Corp.
-1.03%
-$1,922.74 
DOC Healthpeak Properties, Inc.
-1.01%
-$1,177.02 
AJG Arthur J. Gallagher & Co.
-1%
-$4,175.69 
MCK McKesson Corporation
-1%
-$5,024.83 
FDFF Fidelity Disruptive Finance ETF
-1%
-$392.48 
ADP Automatic Data Processing Inc.
-0.99%
-$20,508.22 
XLU State Street Utilities Select Sector SPDR ETF
-0.99%
-$0.42 
FIDU Fidelity MSCI Industrials Index ETF
-0.99%
-$0.87 
FVD First Trust Value Line Dividend Index Fund
-0.98%
-$485.6 
FXU First Trust Utilities AlphaDEX Fund
-0.97%
-$232.03 
GS The Goldman Sachs Group, Inc.
-0.97%
-$6,505.91 
SCHW The Charles Schwab Corporation
-0.95%
-$72.21 
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$299.92 
FUTY Fidelity MSCI Utilities Index ETF
-0.94%
-$0.52 
ATO Atmos Energy Corporation
-0.93%
-$145.8 
POR Portland General Electric Co.
-0.91%
-$68.06 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$451.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.91%
-$484.03 
PEGA Pegasystems Inc.
-0.9%
-$3.96 
ETR Entergy Corporation Common Stock
-0.9%
-$8.73 
ITA iShares U.S. Aerospace & Defense ETF
-0.89%
-$68.78 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-0.88%
-$94.12 
FAST Fastenal Co.
-0.88%
-$352 
ED Consolidated Edison Inc.
-0.87%
-$214.12 
EVRG Evergy Inc.
-0.86%
-$113.15 
ATR AptarGroup Inc.
-0.85%
-$1.1 
PNW Pinnacle West Capital Corporation
-0.81%
-$10.32 
IBB iShares Biotechnology ETF
-0.8%
-$431.76 
PAYX Paychex Inc.
-0.8%
-$25,382.1 
WFC Wells Fargo & Company
-0.77%
-$7,735.59 
BAC Bank of America Corporation
-0.76%
-$3,285.77 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$911.64 
CM Canadian Imperial Bank of Commerce
-0.71%
-$6.56 
IAU iShares Gold Trust
-0.71%
-$734.02 
TSLA Tesla, Inc.
-0.7%
-$9,342.92 
CEG Constellation Energy Corporation
-0.7%
-$12.53 
ES Eversource Energy
-0.7%
-$121.6 
GLD SPDR Gold Shares
-0.7%
-$17,737.5 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.69%
-$303.05 
OHI Omega Healthcare Investors Inc.
-0.69%
-$151.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.69%
-$1,045.5 
O Realty Income Corp.
-0.68%
-$5,171.02 
D Dominion Energy, Inc.
-0.68%
-$3.12 
PNC The PNC Financial Services Group, Inc.
-0.68%
-$17,897.94 
AWK American Water Works Company, Inc.
-0.68%
-$246.38 
GOOGL Alphabet Inc
-0.68%
-$38,620.65 
WELL Welltower Inc.
-0.67%
-$15.95 
RWR State Street SPDR Dow Jones REIT ETF
-0.67%
-$416.16 
VFQY Vanguard U.S. Quality Factor ETF
-0.67%
-$153.37 
DUK Duke Energy Corporation
-0.67%
-$11,318.42 
USB U.S. Bancorp
-0.65%
-$22,452.69 
EFG iShares MSCI EAFE Growth ETF
-0.65%
-$7,991.83 
ELV Elevance Health, Inc.
-0.63%
-$561.18 
MDT Medtronic plc
-0.63%
-$18,351.24 
WTRG Essential Utilities Inc.
-0.62%
-$0.27 
RIVN Rivian Automotive, Inc. Class A
-0.62%
-$11.32 
SCHC Schwab International Small-Cap Equity ETF
-0.62%
-$713.1 
VTV Vanguard Morningstar Value ETF
-0.62%
-$3,915.8 
AMZN Amazon.com Inc
-0.61%
-$27,791.53 
TOL Toll Brothers, Inc.
-0.61%
-$30.96 
BDX Becton, Dickinson and Company
-0.61%
-$1,622.6 
FLRG Fidelity U.S. Multifactor ETF
-0.6%
-$0.26 
BBDC Barings BDC Inc.
-0.6%
-$1,133.25 
ROE Astoria US Equal Weight Quality Kings ETF
-0.6%
-$1,447.89 
SN SharkNinja, Inc.
-0.59%
-$21.06 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$4,992.96 
UPS United Parcel Service, Inc. Class B Common Stock
-0.58%
-$584.69 
PLD Prologis, Inc.
-0.58%
-$14,872.73 
CNC Centene Corp.
-0.58%
-$150.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.56%
-$0.6 
FMAT Fidelity MSCI Materials Index ETF
-0.56%
-$0.33 
GOOG Alphabet Inc
-0.56%
-$925.74 
IVE iShares S&P 500 Value ETF
-0.55%
-$12,119.04 
DON WisdomTree U.S. MidCap Dividend Fund
-0.55%
-$0.31 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.54%
-$67.16 
CBSH Commerce Bancshares Inc.
-0.54%
-$0.3 
OMC Omnicom Group Inc.
-0.54%
-$140.18 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$100.23 
REET iShares Global REIT ETF
-0.54%
-$133.14 
BJ BJ's Wholesale Club Holdings, Inc.
-0.53%
-$123.2 
NOC Northrop Grumman Corporation
-0.52%
-$51.66 
ROKU Roku, Inc. Class A Common Stock
-0.52%
-$1,320.53 
AAPL Apple Inc.
-0.52%
-$46,972.8 
WDIV State Street SPDR S&P Global Dividend ETF
-0.51%
-$682.5 
META Meta Platforms Inc Class A
-0.51%
-$16,139.11 
IDEV iShares Core MSCI International Developed Markets ETF
-0.51%
-$158.4 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$112.32 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
-0.5%
-$10,727.75 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.5%
-$1,490.56 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$9,274.58 
GWX SPDR S&P International Small Cap ETF
-0.48%
-$7,816.97 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.48%
-$464.88 
IRM Iron Mountain Inc.
-0.48%
-$1.59 
FDXF FedEx Freight Holding Company, Inc.
-0.48%
-$2.65 
LHX L3Harris Technologies, Inc.
-0.48%
-$2,418.79 
OEF iShares S&P 100 ETF
-0.46%
-$15.66 
VFLO VictoryShares Free Cash Flow ETF
-0.45%
-$2,036.19 
FREL Fidelity MSCI Real Estate Index ETF
-0.44%
-$0.12 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.44%
-$0.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.44%
-$2,974.74 
FLEX Flex Ltd.
-0.44%
-$63.65 
APP AppLovin Corporation Class A Common Stock
-0.43%
-$9.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.43%
-$6.8 
VB Vanguard Small-Cap ETF
-0.43%
-$851.58 
HDV iShares Core High Dividend ETF
-0.43%
-$3,564.6 
MCHP Microchip Technology Inc.
-0.42%
-$71.5 
SON Sonoco Products Company
-0.42%
-$0.21 
CNP CenterPoint Energy, Inc.
-0.41%
-$1,047.71 
BLCR iShares Large Cap Core Active ETF
-0.41%
-$3,745.4 
VTI Vanguard Total Stock Market ETF
-0.41%
-$153 
XLSR SPDR SSGA U.S. Sector Rotation ETF
-0.41%
-$40,348.26 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$3,109.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$9,800.17 
IVV iShares Core S&P 500 ETF
-0.4%
-$40,252.13 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.4%
-$16,241.94 
SPY State Street SPDR S&P 500 ETF Trust
-0.39%
-$66,169.27 
LIN Linde plc
-0.39%
-$1,734.32 
KBR KBR Inc.
-0.39%
-$0.15 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.38%
-$1,634.5 
VEA Vanguard FTSE Developed Markets ETF
-0.37%
-$2,913.82 
CMCSA Comcast Corp. Class A Common Stock
-0.37%
-$561.93 
IJR iShares Core S&P Small-Cap ETF
-0.36%
-$70.7 
BLV Vanguard Long-Term Bond ETF
-0.36%
-$570.35 
MWA Mueller Water Products Inc. Class A
-0.36%
-$59.6 
NFG National Fuel Gas Company
-0.36%
-$0.29 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.35%
-$9,849.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$82.65 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$50 
SNDA Sonida Senior Living, Inc.
-0.34%
-$34.04 
DIS The Walt Disney Company
-0.34%
-$1,800.44 
IDEF iShares Defense Industrials Active ETF
-0.34%
-$2,569.3 
AMH American Homes 4 Rent Class A
-0.33%
-$0.1 
APD Air Products and Chemicals Inc.
-0.33%
-$65.65 
IWM iShares Russell 2000 ETF
-0.33%
-$415.8 
NXPI NXP Semiconductors N.V.
-0.32%
-$31.92 
EW Edwards Lifesciences Corporation
-0.32%
-$5.41 
IVW iShares S&P 500 Growth ETF
-0.3%
-$7,608.19 
VGLT Vanguard Long-Term Treasury ETF
-0.3%
-$241.44 
TLH iShares 10-20 Year Treasury Bond ETF
-0.29%
-$861.85 
DLR Digital Realty Trust Inc.
-0.28%
-$6.24 
EDIV State Street SPDR S&P Emerging Markets Dividend ETF
-0.27%
-$136.51 
FBCG Fidelity Blue Chip Growth ETF
-0.27%
-$203.04 
VUG Vanguard Morningstar Growth ETF
-0.26%
-$2,174.85 
KIM Kimco Realty Corporation
-0.25%
-$3,501.48 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.24%
-$72.24 
GILD Gilead Sciences Inc.
-0.24%
-$766.46 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.24%
-$7,048.38 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.24%
-$88.32 
NVDA NVIDIA Corporation
-0.24%
-$19,347.89 
NEE NextEra Energy Inc.
-0.23%
-$182.21 
IXUS iShares Core MSCI Total International Stock ETF
-0.23%
-$1,106.7 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.21%
-$589.43 
BNY Bank of New York Mellon Corp.
-0.21%
-$2,259.08 
PECO Phillips Edison & Company, Inc.
-0.21%
-$754.12 
DGX Quest Diagnostics Incorporated
-0.19%
-$3.64 
CORO iShares International Country Rotation Active ETF
-0.18%
-$1,695.13 
EMHC State Street SPDR Bloomberg Emerging Markets USD Bond ETF
-0.18%
-$4,495.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$1.08 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.16%
-$1,501.96 
GD General Dynamics Corp.
-0.15%
-$734.67 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.15%
-$85.77 
FPE First Trust Preferred Securities and Income ETF
-0.15%
-$42.8 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.15%
-$43.16 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$227.22 
VRT Vertiv Holdings Co Class A Common Stock
-0.14%
-$511.92 
THRO iShares U.S. Thematic Rotation Active ETF
-0.14%
-$1,006.92 
FDD First Trust STOXX European Select Dividend Index Fund
-0.13%
-$17.45 
SYSB iShares Systematic Bond ETF
-0.13%
-$59.18 
LECO Lincoln Electric Holdings, Inc.
-0.13%
-$0.99 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.13%
-$397.08 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$1,307.85 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.12%
-$1,608.9 
DINO HF Sinclair Corporation
-0.11%
-$296.94 
FIXD First Trust Smith Opportunistic Fixed Income ETF
-0.11%
-$60.62 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$0.04 
FERG Ferguson Enterprises Inc.
-0.11%
-$423.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$290.7 
HYLS First Trust Tactical High Yield ETF
-0.1%
-$60.56 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$995.25 
BINC iShares Flexible Income Active ETF
-0.1%
-$3.5 
GEV GE Vernova Inc.
-0.1%
-$3.95 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$1,737.4 
WDAY Workday Inc Class A Common Stock
-0.09%
-$2.66 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$354.46 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.09%
-$145.12 
VLUE iShares MSCI USA Value Factor ETF
-0.08%
-$157.17 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.08%
-$62.86 
FISR State Street Fixed Income Sector Rotation ETF
-0.08%
-$9,811.14 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.07%
-$130.08 
FITB Fifth Third Bancorp
-0.07%
-$278.95 
SRLN State Street Blackstone Senior Loan ETF
-0.06%
-$1,526.8 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.06%
-$461.77 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$4,489.59 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.06%
-$2,874.36 
PSX Phillips 66
-0.06%
-$189.6 
LGOV First Trust Long Duration Opportunities ETF
-0.05%
-$19.52 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$20.7 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$5.68 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$134.01 
SHLD Global X Defense Tech ETF
-0.03%
-$4.82 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$24.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$0.01 
MBB iShares MBS ETF
-0.02%
-$54.28 
FTSL First Trust Senior Loan Fund
-0.01%
-$3.35 Events
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Dividends
Dividend Analysis
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| Trades 11568 | Longs Won 6388/11568 55% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $55,813.96 |
| Average Win $18,728.81 | Best Trade (Oct 15) $1.54M | Sharpe Ratio -50.53 |
| Average Loss -$7,858.46 | Worst Trade (Sep 30) -$1.07M | Z-Score -18.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $6,823.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 486 | $25,891.99 | $18,586.54 | - | -$7,305.45 | -28.22% | -1.179% |
| AAPL Apple Inc. | 26,096 | $5.82M | $9.04M | - | $3.22M | 55.39% | -0.517% |
| ABBV AbbVie Inc. | 18,091 | $3.13M | $5.17M | - | $2.04M | 65.14% | +0.179% |
| ABNB Airbnb Inc. Class A Common Stock | 25 | $3,157 | $4,339.46 | - | $1,182.46 | 37.46% | -1.241% |
| ABT Abbott Laboratories | 1,942 | $192,144.66 | $200,754.25 | - | $8,609.59 | 4.48% | +0.844% |
| ACN Accenture plc | 795 | $217,642.77 | $196,452.45 | - | -$21,190.32 | -9.74% | -4.495% |
| ADBE Adobe Inc. | 159 | $55,648.41 | $42,177.93 | - | -$13,470.48 | -24.21% | -1.952% |
| ADC Agree Realty Corp. | 1 | $73.06 | $66.32 | - | -$6.74 | -9.23% | -1.118% |
| ADI Analog Devices, Inc. | 1,914 | $487,659.27 | $746,574.84 | - | $258,915.57 | 53.09% | +1.115% |
| ADM Archer-Daniels-Midland Company | 305 | $15,573.1 | $24,451.85 | - | $8,878.75 | 57.01% | +0.413% |
| ADP Automatic Data Processing Inc. | 6,713 | $1.52M | $2.05M | - | $529,674.57 | 34.92% | -0.992% |
| AEP American Electric Power Company, Inc. | 2,603 | $224,174.36 | $335,331.47 | - | $111,157.11 | 49.59% | -1.389% |
| AFG American Financial Group Inc | 1 | $131.34 | $151.3 | - | $19.96 | 15.2% | -1.408% |
| AFL Aflac Incorporated | 122 | $13,452.38 | $14,722.96 | - | $1,270.58 | 9.45% | -2.101% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 13 | $967.59 | $919.03 | - | -$48.56 | -5.02% | -2.355% |
| AIZ Assurant Inc. | 113 | $19,143.2 | $32,207.26 | - | $13,064.06 | 68.24% | -1.326% |
| AJG Arthur J. Gallagher & Co. | 1,538 | $271,058.53 | $412,591.57 | - | $141,533.04 | 52.21% | -1.002% |
| AKAM Akamai Technologies, Inc. | 30 | $3,445.5 | $2,801.1 | - | -$644.4 | -18.7% | +2.458% |
| ALL The Allstate Corporation | 1,195 | $257,127.08 | $303,888.5 | - | $46,761.42 | 18.19% | -1.853% |
| ALV Autoliv Inc. | 78 | $8,497.28 | $9,038.25 | - | $540.97 | 6.37% | -2.528% |
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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 Jeremy Baltz?
The largest contributions to the portfolio's profits come from the following stocks: ExxonMobil Holdings Corporation - $3.1M, Gilead Sciences Inc - $2.51M, iShares Core S&P 500 ETF - $2.05M, State Street SPDR S&P 500 ETF Trust - $1.86M, and State Street SPDR Portfolio Developed World ex-US ETF - $1.78M. 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: Crown Castle Inc - $994,948, BCE Inc - $809,946.4, KeyCorp - $639,064.77, Alexandria Real Estate Equities, Inc - $608,620, and Walgreens Boots Alliance Inc - $585,359.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Baltz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.08M earned over time. The largest contributors to dividend income include State Street Fixed Income Sector Rotation ETF - $1.31M, Verizon Communications Inc - $920,925.15, Mechanics Bank - $766,084, Philip Morris International Inc - $619,746.38, and TotalEnergies SE - $590,731. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Baltz's monthly returns?
Jeremy Baltz'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 Jeremy Baltz's strategy be considered aggressive or moderate?
Jeremy Baltz'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 Jeremy Baltz's strategy?
Jeremy Baltz'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.
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