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
Automatically Tracked
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:
54.08%
Gain -0.14%
Monthly
0.54%
Yearly
6.67%
Drawdown
23.11%
$310.33M
Equity
Holdings
$310.33M
Investment
$254.01M
$72.12M
Profit -$311,686.09
Realized
$15.8M
Unrealized
$56.32M
Dividends
$29.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$311,686.09
Win %
70%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$311,686.09
Win %
70%
This Month
Compared to last month
Gain
0.56%
Profit
$1.74M
Win %
70%
This Year
Compared to last year
Gain
7.85%
Profit
$22.59M
Win %
69%
MU Micron Technology, Inc.
+12.17%
+$1,053.6 
INTC Intel Corporation
+8.64%
+$7,752.36 
AMD Advanced Micro Devices, Inc.
+8.11%
+$14,260.14 
AMAT Applied Materials, Inc.
+7.39%
+$38,228.39 
RGTI Rigetti Computing Inc
+7.23%
+$9.27 
GLW Corning Incorporated
+6.08%
+$5,716.33 
SWKS Skyworks Solutions Inc.
+5.27%
+$144.9 
LRCX Lam Research Corporation
+4.97%
+$63,474.56 
GM General Motors Company
+4.91%
+$156.24 
APH Amphenol Corporation
+4.85%
+$41,821.76 
ORCL Oracle Corporation
+4.74%
+$21,551 
MPWR Monolithic Power Systems, Inc.
+4.1%
+$217.84 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$187.47 
PR Permian Resources Corporation
+3.45%
+$0.7 
CEG Constellation Energy Corporation
+3.44%
+$69.76 
TTE TotalEnergies SE
+3.38%
+$114,384.27 
TDY Teledyne Technologies Incorporated
+3.33%
+$104.45 
C Citigroup Inc.
+3.2%
+$11,362.96 
ANET Arista Networks, Inc.
+3.09%
+$6,830.37 
NU Nu Holdings Ltd.
+2.86%
+$128.4 
CVS CVS Health Corporation
+2.78%
+$702.65 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$67,768.25 
MS Morgan Stanley
+2.59%
+$7,076.16 
TSLA Tesla, Inc.
+2.53%
+$32,263.89 
XOM Exxon Mobil Corporation
+2.26%
+$47,985.4 
AVGO Broadcom Inc.
+2.21%
+$70,623.12 
WAB Wabtec Corporation
+2.2%
+$79.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.01%
+$117.42 
NVDA NVIDIA Corporation
+1.97%
+$153,342.4 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$20,437.26 
JCI Johnson Controls International plc
+1.68%
+$208.26 
EOG EOG Resources, Inc.
+1.67%
+$479.4 
HON Honeywell International Inc.
+1.63%
+$1.84 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$4,763.46 
NOVT Novanta Inc.
+1.6%
+$36.8 
COP ConocoPhillips
+1.57%
+$10,321.22 
IBB iShares Biotechnology ETF
+1.49%
+$16,810.66 
DINO HF Sinclair Corporation
+1.42%
+$2,773.76 
MPC Marathon Petroleum Corporation
+1.41%
+$84.55 
PRIM Primoris Services Corporation
+1.34%
+$20.88 
BAC Bank of America Corporation
+1.32%
+$6,868.8 
BMY Bristol-Myers Squibb Company
+1.28%
+$534.38 
FDD First Trust STOXX European Select Dividend Index Fund
+1.26%
+$163.2 
ARE Alexandria Real Estate Equities, Inc.
+1.12%
+$5.04 
IRM Iron Mountain Inc.
+1.07%
+$3.99 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$923.52 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$232.26 
IBN ICICI Bank Limited Sponsored ADR
+0.97%
+$11.31 
XLE Energy Select Sector SPDR Fund
+0.97%
+$286.72 
VUG Vanguard Growth ETF
+0.94%
+$8,184 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$130 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$115,282.06 
VOO Vanguard S&P 500 ETF
+0.83%
+$90.56 
VTV Vanguard Value ETF
+0.77%
+$4,949.28 
PFE Pfizer Inc.
+0.77%
+$19,274.55 
TFC Truist Financial Corporation
+0.74%
+$17,568.16 
EXPD Expeditors International of Washington, Inc.
+0.68%
+$48.4 
CB Chubb Limited
+0.64%
+$36.32 
AMGN Amgen Inc.
+0.57%
+$8,302.73 
AMCR Amcor plc
+0.49%
+$10,577.91 
AAPL Apple Inc.
+0.35%
+$26,006.1 
DOW Dow Inc.
+0.33%
+$0.1 
TRV The Travelers Companies, Inc.
+0.31%
+$38.42 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$0.54 
KIM Kimco Realty Corporation
+0.27%
+$4,027.67 
ALV Autoliv, Inc.
+0.24%
+$21 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.23%
+$29.1 
CAG Conagra Brands Inc.
+0.17%
+$0.25 
KKR KKR & Co. Inc.
+0.14%
+$1.68 
AES AES Corporation
+0.14%
+$6.84 
CMCSA Comcast Corp
+0.13%
+$202.38 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$3,300.72 
LPLA LPL Financial Holdings Inc.
+0.08%
+$1.62 
RWX SPDR Dow Jones International Real Estate ETF
+0.07%
+$0.02 
F Ford Motor Company
+0.07%
+$0.78 
ABT Abbott Laboratories
+0.06%
+$119.34 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$8 
DUK Duke Energy Corporation
+0.05%
+$797.46 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$10.44 
UPS United Parcel Service, Inc.
+0.04%
+$40.48 
FCX Freeport-McMoRan Inc.
+0.03%
+$1.26 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.02%
+$14.13 
NI NiSource Inc.
+0.02%
+$4.9 
BNDX Vanguard Total International Bond ETF
+0.02%
+$81.02 
PLD Prologis Inc.
+0.02%
+$589.53 
SPEU SPDR Portfolio Europe ETF
+0.02%
+$0.58 
FID First Trust S&P International Dividend ETF
+0.02%
+$4.4 
RDDT Reddit Inc Class A
+0.02%
+$0.15 
ROST Ross Stores, Inc.
+0.01%
+$34.62 
WDIV SPDR S&P Global Dividend ETF
+0.01%
+$14.28 
MRK Merck & Co., Inc.
+0.01%
+$148.78 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.01%
+$20.06 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
+$0.45 
USXF iShares ESG Aware MSCI USA ETF
0%
+$0.01 
AA Alcoa Corporation
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABEV Ambev S.A.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACIW ACI Worldwide, Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ADC Agree Realty Corporation
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AGCO AGCO Corporation
0%
$0 
AIG American International Group Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALGN Align Technology, Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
AME Ametek Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AON Aon plc
0%
$0 
APLD Applied Digital Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AUB Atlantic Union Bankshares Corporation
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AWI Armstrong World Industries, Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
AZTA Azenta, Inc.
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BALL Ball Corp.
0%
$0 
BBDC Barings BDC Inc.
0%
$0 
BCE BCE Inc.
0%
$0 
BCPC Balchem Corporation
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BLK BlackRock, Inc.
0%
+$0.01 
BLV Vanguard Long-Term Bond ETF
0%
+$0.01 
BMO Bank of Montreal
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOOT Boot Barn Holdings, Inc.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CALX Calix Inc.
0%
$0 
CAR Avis Budget Group, Inc.
0%
$0 
CARG CarGurus, Inc.
0%
$0 
CARY Angel Oak Income ETF
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.02 
CAT Caterpillar Inc.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
CME CME Group Inc.
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
CNC Centene Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COKE Coca-Cola Consolidated Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSW CSW Industrials Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTA Simplify Managed Futures Strategy ETF
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CXT Crane NXT Co.
0%
$0 
CZR Caesars Entertainment, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
-$0.03 
DE Deere & Company
0%
$0 
DEI Douglas Emmett Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DJT Trump Media & Technology Group Corp.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EDIV SPDR S&P Emerging Markets Dividend ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
EIX Edison International
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
0%
+$0.1 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
EQT EQT Corporation
0%
$0 
ES Eversource Energy
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESS Essex Property Trust, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
EVRG Evergy Inc.
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXE Expand Energy Corporation
0%
$0 
EXPO Exponent Inc.
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FAST Fastenal Co.
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
FBRT Franklin BSP Realty Trust Inc.
0%
$0 
FDCF Fidelity Disruptive Communications ETF
0%
+$0.18 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FEMB First Trust Emerging Markets Local Currency Bond ETF
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FFIV F5 Inc.
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FGDL Franklin Responsibly Sourced Gold ETF
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
$0 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLO Flowers Foods, Inc.
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
FN Fabrinet
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FR First Industrial Realty Trust Inc.
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FROG JFrog Ltd
0%
$0 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
FSS Federal Signal Corp.
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GATX GATX Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GNTX Gentex Corporation
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GPC Genuine Parts Company
0%
$0 
GPK Graphic Packaging Holding Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
H5919C104
0%
$0 
HAL Halliburton Company
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
+$0.05 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HEI.A Heico Corporation
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HLI Houlihan Lokey Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLNE Hamilton Lane Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HUT Hut 8 Corp.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IDCC InterDigital, Inc.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IHAK iShares Cybersecurity and Tech ETF
0%
$0 
IHE iShares U.S. Pharmaceuticals ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
ILMN Illumina, Inc.
0%
$0 
IMAX Imax Corporation
0%
$0 
IMO Imperial Oil Limited
0%
$0 
INTU Intuit Inc.
0%
$0 
IPGP IPG Photonics Corporation
0%
$0 
IRT Independence Realty Trust Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JBTM JBT Marel Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KBR KBR Inc.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KEX Kirby Corporation
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KR Kroger Co.
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LIVN LivaNova PLC
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMAT Lemaitre Vascular Inc.
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.01 
LNG Cheniere Energy Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LOAR Loar Holdings Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MASI Masimo Corporation
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
-$0.02 
MCHP Microchip Technology Incorporated
0%
$0 
MCO Moody's Corporation
0%
$0 
MDB MongoDB Inc.
0%
$0 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MIR Mirion Technologies, Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MMM 3M Company
0%
$0 
MMSI Merit Medical Systems, Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MOD Modine Manufacturing Company
0%
$0 
MOG-A Moog Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSIF MSC Income Fund Inc.
0%
$0 
MSTR Strategy Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUSA Murphy USA Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NDSN Nordson Corporation
0%
$0 
NE
0%
$0 
NEM Newmont Corporation
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOV Nov Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NPO EnPro Industries Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NUAI New Era Energy & Digital, Inc.
0%
$0 
NVMI Nova Ltd.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NYT New York Times Co.
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OLED Universal Display Corporation
0%
$0 
OLN Olin Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OVV Ovintiv Inc.
0%
$0 
P Everpure Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PATH Uipath Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEGA Pegasystems Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.16 
PFG Principal Financial Group, Inc.
0%
+$0.02 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PJT PJT Partners Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
POOL Pool Corporation
0%
$0 
POR Portland General Electric Company
0%
$0 
PPC Pilgrim's Pride Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.03 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QSR Restaurant Brands International Inc.
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REET iShares Global REIT ETF
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RING iShares MSCI Global Gold Miners ETF
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RMBS Rambus Inc.
0%
$0 
RMD ResMed Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
RTX RTX Corporation
0%
$0 
RWO SPDR Dow Jones Global Real Estate ETF
0%
$0 
SAIA Saia, Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCIO First Trust Structured Credit Income Opportunities ETF
0%
$0 
SE Sea Ltd.
0%
$0 
SEIC SEI Investments Company
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHEL Shell plc
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SKY Skyline Champion Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMA SmartStop Self Storage REIT Inc.
0%
$0 
SN SharkNinja, Inc.
0%
$0 
SNDA Sonida Senior Living Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
SON Sonoco Products Co.
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SSD Simpson Manufacturing Co., Inc.
0%
$0 
STE STERIS plc
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SXT Sensient Technologies Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TDC Teradata Corporation
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
TGT Target Corporation
0%
$0 
TGTX TG Therapeutics, Inc.
0%
$0 
THC Tenet Healthcare Corporation
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
$0 
TILE Interface Inc.
0%
$0 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TMSL T. Rowe Price Small-Mid Cap ETF
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRP TC Energy Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TTC The Toro Company
0%
$0 
TWLO Twilio Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UFPT UFP Technologies Inc.
0%
$0 
UHS Universal Health Services, Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
USB U.S. Bancorp
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
UTI Universal Technical Institute Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCEL Vericel Corporation
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VFQY Vanguard U.S. Quality Factor Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOYA Voya Financial Inc.
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.02 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VSTS Vestis Corporation
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLSR SPDR SSGA US Sector Rotation ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
YETI FNCL Series 2007 Other Floating Rate Instrument
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
FSSL
-11.55%
-$5.65 
MSCI MSCI Inc.
-10.14%
-$253.48 
RGEN Repligen Corporation
-5.84%
-$110.5 
MICC The Magnum Ice Cream Company N.V.
-4.13%
-$5.39 
WDAY Workday Inc.
-4.11%
-$248.05 
RELX Relx PLC Sponsored ADR
-4.02%
-$57.54 
ADP Automatic Data Processing Inc.
-3.53%
-$7,360.33 
ADBE Adobe Inc.
-3.23%
-$4,904.27 
WTFC Wintrust Financial Corporation
-2.89%
-$998.03 
SBAC SBA Communications Corporation
-2.83%
-$51.5 
JKHY Jack Henry & Associates, Inc.
-2.78%
-$29.82 
ACN Accenture plc Class A
-2.67%
-$8,324.37 
YUMC Yum China Holdings Inc.
-2.64%
-$18.56 
SCHW Charles Schwab Corporation
-2.52%
-$288.96 
TTEK Tetra Tech, Inc.
-2.43%
-$0.76 
PM Philip Morris International Inc.
-2.43%
-$76,560.12 
BA Boeing Company
-2.23%
-$468 
NOC Northrop Grumman Corporation
-2.23%
-$210.06 
OLLI Ollie's Bargain Outlet Holdings Inc.
-2.12%
-$14.3 
UL Unilever PLC Sponsored American Depositary Receipt
-1.95%
-$31,700.79 
SQ Block, Inc.
-1.94%
-$52.14 
OKE ONEOK, Inc.
-1.85%
-$74.39 
IAC People Incorporated
-1.84%
-$37.8 
BTI British American Tobacco p.l.c. ADR
-1.71%
-$48,406.8 
PYPL PayPal Holdings Inc
-1.71%
-$29.1 
ECL Ecolab Inc.
-1.66%
-$57.85 
WMT Walmart Inc.
-1.61%
-$17,339.8 
CL Colgate-Palmolive Company
-1.56%
-$306.02 
GOOG Alphabet Inc
-1.47%
-$3,221.96 
MGM MGM Resorts International
-1.45%
-$216.41 
SYK Stryker Corporation
-1.43%
-$574.56 
FTNT Fortinet Inc.
-1.41%
-$29.38 
GOOGL Alphabet Inc
-1.37%
-$85,140.26 
LIN Linde plc
-1.37%
-$6,086.33 
BSX Boston Scientific Corporation
-1.32%
-$3,379.08 
IFF International Flavors & Fragrances Inc.
-1.31%
-$23.23 
IBM International Business Machines Corporation
-1.17%
-$4,055 
NKE Nike, Inc. - Class B
-1.17%
-$140.76 
MDT Medtronic plc
-1.13%
-$12,716.32 
AMH American Homes 4 Rent
-1.13%
-$0.38 
EAT Brinker International Inc.
-1.12%
-$32.7 
IQV IQVIA Holdings Inc.
-1.12%
-$6,431.85 
ZTS Zoetis Inc.
-1.11%
-$63.75 
MAA Mid-America Apartment Communities, Inc.
-1.1%
-$316.05 
CHTR Charter Communications Inc
-1.06%
-$13.7 
PNR Pentair plc
-1.03%
-$15.36 
AMZN Amazon.com Inc
-0.98%
-$43,878.7 
MWA Mueller Water Products Inc.
-0.92%
-$172.04 
RGA Reinsurance Group of America, Inc.
-0.83%
-$7.96 
COO The Cooper Companies, Inc.
-0.81%
-$17.4 
ALL Allstate Corporation
-0.78%
-$2,272.58 
MKL Markel Group Inc.
-0.77%
-$60.84 
D Dominion Energy, Inc.
-0.72%
-$4.08 
COST Costco Wholesale Corporation
-0.7%
-$3,763.75 
INGR Ingredion Inc.
-0.7%
-$305.28 
CBSH Commerce Bancshares, Inc.
-0.7%
-$0.41 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$0.77 
CTAS Cintas Corporation
-0.69%
-$2,005.77 
MDLZ Mondelez International, Inc.
-0.68%
-$8,118 
UGI UGI Corporation
-0.65%
-$0.24 
SO The Southern Company
-0.65%
-$7,158.96 
KMI Kinder Morgan, Inc.
-0.61%
-$3,122 
ARMK Aramark
-0.57%
-$89.6 
MELI MercadoLibre, Inc.
-0.53%
-$19.54 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$240.99 
NGG National Grid plc Sponsored ADR
-0.47%
-$9,201.27 
AEP American Electric Power Company, Inc.
-0.43%
-$1,531.03 
TJX The TJX Companies, Inc.
-0.42%
-$2,574 
DGX Quest Diagnostics Inc.
-0.4%
-$20.5 
WMG Warner Music Group Corp.
-0.39%
-$23.98 
LMUB iShares Long-Term National Muni Bond ETF
-0.36%
-$737.46 
SBUX Starbucks Corporation
-0.34%
-$24.48 
FXU First Trust Utilities AlphaDEX Fund
-0.32%
-$37.12 
MCK McKesson Corporation
-0.32%
-$1,328.35 
COR Cencora, Inc.
-0.3%
-$591.55 
DIS The Walt Disney Company
-0.28%
-$654.21 
KHC The Kraft Heinz Company
-0.27%
-$0.07 
COF Capital One Financial Corporation
-0.27%
-$337.15 
CGNX Cognex Corporation
-0.22%
-$55.16 
CRH CRH plc
-0.21%
-$23.1 
EPAM Epam Systems Inc.
-0.2%
-$9 
FNF Fidelity National Financial, Inc.
-0.16%
-$223.28 
ABCB Ameris Bancorp
-0.15%
-$3.78 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.1%
-$1,204.78 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.09%
-$696.74 
APD Air Products and Chemicals, Inc.
-0.08%
-$15.6 
NEE NextEra Energy, Inc.
-0.08%
-$73.92 
BIO Bio-Rad Laboratories Inc.
-0.07%
-$1.2 
DELL Dell Technologies Inc.
-0.04%
-$177.48 
NET Cloudflare Inc.
-0.04%
-$1.32 
BKNG Booking Holdings Inc.
-0.03%
-$1.25 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.02%
-$118.59 
SYSB iShares Systematic Bond ETF
-0.02%
-$6.93 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-0.01%
-$7.63 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$112.34 
FBOT Fidelity Disruptive Automation ETF
0%
-$0.57 
FDFF Fidelity Disruptive Finance ETF
0%
-$0.54 
FLRG Fidelity U.S. Multifactor ETF
0%
$0 Events
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Dividends
Dividend Analysis
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No Data
| Trades 11160 | Longs Won 5838/11160 52% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $54,933.12 |
| Average Win $19,137.44 | Best Trade (Jul 22) $1.45M | Sharpe Ratio -42.71 |
| Average Loss -$7,442.29 | Worst Trade (Sep 30) -$1.07M | Z-Score -4.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $6,462.05 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 Jeremy Baltz?
The largest contributions to the portfolio's profits come from the following stocks: Gilead Sciences Inc - $2.51M, Exxon Mobil Corporation - $2.24M, iShares Core S&P 500 ETF - $2.02M, SPDR S&P 500 ETF Trust - $1.81M, and Philip Morris International Inc - $1.57M. 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 - $996,612.59, BCE Inc - $811,133.62, KeyCorp - $639,064.77, Alexandria Real Estate Equities, Inc - $601,920.31, 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 $29.69M earned over time. The largest contributors to dividend income include SPDR SSGA Fixed Income Sector Rotation ETF - $1.23M, Verizon Communications Inc - $815,910.93, Mechanics Bank - $766,084, TotalEnergies SE - $628,396.43, and Philip Morris International Inc - $614,087.39. 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.
