Kerri Hicken Portfolio
Invests via FULLCIRCLE WEALTH LLC | Managed by Kerri Hicken
Invests via FULLCIRCLE WEALTH LLC
Managed by Kerri Hicken
Automatically Tracked
Kerri Hicken Profile
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
Investment Philosophy & Strategy
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
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:
26.17%
Gain -0.28%
Monthly
0.9%
Yearly
11.29%
Drawdown
13.48%
$305.57M
Equity
Holdings
$305.57M
Investment
$255.91M
$55.87M
Profit -$795,822.05
Realized
$6.21M
Unrealized
$49.66M
Dividends
$13.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$795,822.05
Win %
62%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$785,641.63
Win %
62%
This Month
Compared to last month
Gain
-0.26%
Profit
-$795,822.05
Win %
62%
This Year
Compared to last year
Gain
7.53%
Profit
$21.38M
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$213,990.42 
ETN Eaton Corporation plc
+7.32%
+$100,132.47 
GOOG Alphabet Inc
+6.88%
+$85,792.95 
GOOGL Alphabet Inc
+6.73%
+$277,482.03 
NVT nVent Electric plc
+6.24%
+$27,044.85 
VRT Vertiv Holdings Co
+6.18%
+$40,803.03 
INOD Innodata Inc.
+4.59%
+$9,825.6 
SNPS Synopsys, Inc.
+4.41%
+$12,782.56 
CACI Caci International Inc.
+4.27%
+$11,750.39 
TT Trane Technologies plc
+3.33%
+$31,789.91 
META Meta Platforms Inc Class A
+3.28%
+$24,433.75 
ARES Ares Management Corporation
+3.2%
+$18,853.51 
MSFT Microsoft Corp.
+3.02%
+$218,478.26 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$15,957.02 
NVDA NVIDIA Corporation
+2.93%
+$33,426.38 
LDOS Leidos Holdings Inc.
+2.84%
+$4,966.83 
CVX Chevron Corporation
+2.35%
+$57,476.32 
MRVL Marvell Technology, Inc.
+2.32%
+$20,107.2 
EOG EOG Resources, Inc.
+2.19%
+$22,266.43 
CSCO Cisco Systems, Inc.
+2.14%
+$11,421 
GWW W.W. Grainger, Inc.
+1.97%
+$7,217.09 
OKE ONEOK, Inc.
+1.95%
+$27,451.98 
TSCO Tractor Supply Company
+1.85%
+$2,633.68 
ORCL Oracle Corporation
+1.81%
+$22,321.53 
ARW Arrow Electronics Inc.
+1.75%
+$29,960.88 
BLND Blend Labs Inc.
+1.71%
+$4,682.79 
ZTS Zoetis Inc.
+1.66%
+$10,544.95 
FLEX Flex Ltd.
+1.64%
+$9,200 
J Jacobs Solutions Inc.
+1.64%
+$4,394.86 
LBTYA Liberty Global Plc
+1.63%
+$10,592.7 
ACN Accenture plc Class A
+1.61%
+$19,903.92 
FANG Diamondback Energy Inc
+1.59%
+$7,314 
BSX Boston Scientific Corporation
+1.59%
+$2,016.99 
ITT Itt Inc.
+1.54%
+$4,690.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$60,130.56 
NOC Northrop Grumman Corporation
+1.43%
+$10,056.34 
PH Parker-Hannifin Corporation
+1.43%
+$5,152.52 
OPXS Optex Systems Holdings Inc.
+1.26%
+$1,792 
CMCSA Comcast Corp
+1.23%
+$13,585.52 
FELE Franklin Electric Co., Inc.
+1.21%
+$3,621.25 
AMAT Applied Materials, Inc.
+1.18%
+$16,213.25 
RMD ResMed Inc.
+1.16%
+$2,557.94 
MSI Motorola Solutions, Inc.
+1.14%
+$13,646.21 
VUG Vanguard Growth ETF
+1.1%
+$2,577.96 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$17,224.32 
NOW ServiceNow, Inc.
+1.05%
+$2,981.2 
CW Curtiss-Wright Corporation
+1.02%
+$3,912.24 
ADBE Adobe Inc.
+1.01%
+$3,032.09 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,220.57 
ADP Automatic Data Processing Inc.
+0.98%
+$2,654.74 
TTE TotalEnergies SE
+0.95%
+$7,173.7 
OEF iShares S&P 100 ETF
+0.95%
+$20,811.83 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$1,075 
UNP Union Pacific Corporation
+0.92%
+$7,801.77 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$17,407.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$2,927.14 
MCD McDonald's Corporation
+0.82%
+$7,495.43 
DOX Amdocs Limited
+0.8%
+$1,364.88 
EMR Emerson Electric Co.
+0.79%
+$6,048.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$41,650.58 
SHLD Global X Defense Tech ETF
+0.77%
+$2,124 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$21,494.92 
VIS Vanguard Industrials ETF
+0.72%
+$11,699.71 
AME Ametek Inc.
+0.71%
+$2,473.52 
ROP Roper Technologies Inc.
+0.7%
+$1,479.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$19,215.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$17,473.44 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$3,463.92 
DUNK Dana Unconstrained Equity ETF
+0.64%
+$11,193.31 
IWB iShares Russell 1000 ETF
+0.64%
+$3,312.73 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$11,853.83 
CGDV Capital Group Dividend Value ETF
+0.63%
+$13,955.89 
SYY Sysco Corporation
+0.63%
+$3,754.52 
ET Energy Transfer L.P.
+0.59%
+$4,078.56 
APH Amphenol Corporation
+0.55%
+$10,417.32 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$3,940.65 
GM General Motors Company
+0.52%
+$6,248.64 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$4,349.7 
HON Honeywell International Inc.
+0.47%
+$5,412.1 
VALE Vale S.A.
+0.47%
+$966 
NSC Norfolk Southern Corporation
+0.46%
+$1,625.97 
IYW iShares U.S. Technology ETF
+0.46%
+$1,939.65 
SNY Sanofi American Depositary Receipt
+0.44%
+$879.14 
RTX RTX Corporation
+0.39%
+$4,470.48 
AVGO Broadcom Inc.
+0.37%
+$12,722.4 
PG Procter & Gamble Co
+0.37%
+$1,563.5 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$23,328.12 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$2,902.8 
GD General Dynamics Corporation
+0.32%
+$5,054.46 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,664.19 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,082.01 
JPM JPMorgan Chase & Co.
+0.27%
+$9,119.88 
CME CME Group Inc.
+0.21%
+$1,018.04 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$8,049.95 
JNJ Johnson & Johnson
+0.21%
+$6,979.57 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$7,503.79 
INTU Intuit Inc.
+0.18%
+$396.72 
RUNN Running Oak Efficient Growth ETF
+0.13%
+$2,851.29 
NPFI Nuveen Preferred and Income ETF
+0.12%
+$2,389.38 
FTSL First Trust Senior Loan ETF
+0.11%
+$509.45 
BDX Becton, Dickinson and Company
+0.1%
+$469.46 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$416.79 
C Citigroup Inc.
+0.1%
+$1,129.61 
WMT Walmart Inc.
+0.09%
+$1,673.73 
ABT Abbott Laboratories
+0.09%
+$1,161.9 
FDS FactSet Research Systems Inc.
+0.07%
+$131.42 
AEP American Electric Power Company, Inc.
+0.06%
+$184.52 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$203.75 
PSQA Palmer Square CLO Senior Debt ETF
+0.05%
+$213.94 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$112.06 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$133.82 
DIS The Walt Disney Company
+0.03%
+$454.35 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$336.04 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$632.82 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$911.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$117.44 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$213.4 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.01%
+$146.15 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$806.22 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 PCMM
PCMM
0%
$0 UL
UL
0%
$0 
CTVA Corteva Inc.
-11.9%
-$103,270.45 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$123,564.76 
AAPL Apple Inc.
-7.35%
-$488,536.48 
SYK Stryker Corporation
-6.42%
-$19,592.18 
LIN Linde plc
-5.95%
-$60,610.8 
GOSS Gossamer Bio Inc.
-4.49%
-$176.8 
SHOP Shopify Inc.
-4.29%
-$19,241.25 
FNV Franco-Nevada Corporation
-3.81%
-$74,044.12 
AEM Agnico Eagle Mines Limited
-3.63%
-$53,736.88 
SW Smurfit WestRock PLC
-3.26%
-$26,295.75 
CI The Cigna Group
-2.99%
-$7,723.18 
FCN Fti Consulting Inc.
-2.85%
-$7,443.98 
AJG Arthur J. Gallagher & Co.
-2.75%
-$6,533.11 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$17,527.71 
CSL Carlisle Companies Inc.
-2.69%
-$7,699.07 
ABBV AbbVie Inc.
-2.51%
-$42,106.76 
BBIO BridgeBio Pharma, Inc.
-2.5%
-$8,364.02 
ICE Intercontinental Exchange, Inc.
-2.42%
-$6,177.7 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$34,850.16 
ACHR Archer Aviation Inc.
-2.11%
-$3,245 
NFLX Netflix, Inc.
-2%
-$4,015 
MGA Magna International Inc.
-1.79%
-$27,236.25 
APD Air Products and Chemicals, Inc.
-1.77%
-$12,674.97 
LEN Lennar Corporation
-1.67%
-$9,865.8 
AON Aon plc
-1.64%
-$4,370.53 
DRI Darden Restaurants, Inc.
-1.64%
-$4,417.17 
SNOW Snowflake Inc.
-1.62%
-$139,235.63 
GLD SPDR Gold Shares
-1.49%
-$8,845.86 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$8,332.38 
IAU iShares Gold Trust
-1.46%
-$10,019.71 
IEX IDEX Corporation
-1.42%
-$7,795.36 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$25,716.17 
TXRH Texas Roadhouse Inc.
-1.33%
-$4,548.08 
JOBY Joby Aviation, Inc.
-1.24%
-$1,800 
HSY The Hershey Company
-1.23%
-$10,226.37 
TOGA Tremblant Global ETF
-1.23%
-$35,595.02 
MDLZ Mondelez International, Inc.
-1.22%
-$6,650.51 
STE STERIS plc
-1.22%
-$3,197.8 
TJX The TJX Companies, Inc.
-1.21%
-$18,330.14 
ICLR ICON plc
-1.18%
-$3,206.54 
IQV IQVIA Holdings Inc.
-1.17%
-$4,454.14 
NEE NextEra Energy, Inc.
-1.15%
-$16,320.59 
THO Thor Industries Inc.
-1.15%
-$8,741.76 
DEO Diageo plc Sponsored ADR
-1.12%
-$5,942 
IR Ingersoll Rand Inc.
-1.11%
-$3,214.8 
NU Nu Holdings Ltd.
-1.1%
-$2,096 
TXN Texas Instruments Inc
-1.08%
-$48,761.24 
LOW Lowe's Companies Inc.
-1.08%
-$7,713.47 
PLD Prologis Inc.
-1.08%
-$19,355 
PRI Primerica Inc.
-1.04%
-$3,259.22 
PAA Plains All American Pipeline, L.P.
-1.01%
-$6,407.5 
UPS United Parcel Service, Inc.
-1%
-$93,735.6 
XOM Exxon Mobil Corporation
-0.97%
-$14,998.59 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,144 
ALC Alcon Inc.
-0.96%
-$2,314.18 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$10,113.68 
O Realty Income Corporation
-0.87%
-$3,848.88 
SAIA Saia, Inc.
-0.86%
-$2,664 
GGG Graco Inc.
-0.76%
-$1,861.11 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,768.86 
SPGI S&P Global Inc.
-0.74%
-$5,311.12 
MA Mastercard Incorporated
-0.74%
-$14,203.51 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$25,727.33 
SMWB Similarweb Ltd.
-0.69%
-$750 
DUK Duke Energy Corporation
-0.67%
-$1,468.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,680.25 
BRO Brown & Brown Inc.
-0.66%
-$1,351.25 
AMT American Tower Corporation
-0.63%
-$5,282.25 
EME EMCOR Group, Inc.
-0.62%
-$2,282.28 
PM Philip Morris International Inc.
-0.61%
-$8,518.35 
MSCI MSCI Inc.
-0.61%
-$1,907.5 
DHR Danaher Corporation
-0.61%
-$4,842.11 
AMCR Amcor plc
-0.6%
-$837.05 
WEC WEC Energy Group Inc.
-0.57%
-$5,492.37 
SBUX Starbucks Corporation
-0.57%
-$10,855.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$5,130.91 
ABEQ Absolute Select Value ETF
-0.55%
-$7,595.37 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$2,161.44 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$9,535.86 
LLY Eli Lilly and Company
-0.53%
-$11,040.13 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$920.04 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$19,970.92 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,194.9 
PIPR Piper Sandler Companies
-0.5%
-$1,117.2 
WSO Watsco Inc.
-0.46%
-$980.99 
PEP PepsiCo, Inc.
-0.46%
-$4,709.76 
TRV The Travelers Companies, Inc.
-0.43%
-$6,220.08 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$4,391.66 
HD The Home Depot, Inc.
-0.42%
-$2,233.76 
MELI MercadoLibre, Inc.
-0.41%
-$1,478.21 
FSCO FS Credit Opportunities Corp.
-0.4%
-$342.18 
MBB iShares MBS ETF
-0.4%
-$5,870.42 
AXP American Express Company
-0.38%
-$5,543.51 
FDX FedEx Corporation
-0.37%
-$4,782.85 
MDT Medtronic plc
-0.37%
-$9,258.56 
ARCC Ares Capital Corporation
-0.37%
-$1,334.97 
RSG Republic Services, Inc.
-0.37%
-$893.88 
DG Dollar General Corporation
-0.35%
-$4,252.92 
L Loews Corporation
-0.31%
-$6,704.24 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$7,178.15 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$762.95 
BXSL Blackstone Secured Lending Fund
-0.26%
-$1,943.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$570 
RBA Rb Global Inc.
-0.24%
-$667.44 
HUBB Hubbell Inc.
-0.24%
-$807.13 
COST Costco Wholesale Corporation
-0.24%
-$583.67 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$7,121.8 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$751.87 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$7,154.39 
UGI UGI Corporation
-0.17%
-$583.5 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,951.92 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$1,442.24 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$414.39 
ELV Elevance Health, Inc.
-0.15%
-$1,241.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$472.03 
GNMA iShares GNMA Bond ETF
-0.12%
-$272 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$313.44 
BINC iShares Flexible Income Active ETF
-0.08%
-$889.06 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$777.99 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$430.74 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.05%
-$796.82 
HOOD Robinhood Markets, Inc.
-0.05%
-$417 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$284.91 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
-0.04%
-$832.32 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$89.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$156.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$142.65 
V Visa Inc. Class A
-0.04%
-$594.54 
XEL Xcel Energy Inc.
-0.04%
-$83.82 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$91.53 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$52.58 
UBER Uber Technologies, Inc.
-0.01%
-$27.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1250 | Longs Won 772/1250 61% | Profit Factor 4.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,884.02 |
| Average Win $93,554.57 | Best Trade (Aug 14) $5.82M | Sharpe Ratio -10 |
| Average Loss -$34,214.7 | Worst Trade (Aug 19) -$3M | Z-Score 2.7 (99.31%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $44,695.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,924 | $4.36M | $6.15M | - | $1.79M | 41.07% | -7.354% |
| ABBV AbbVie Inc. | 6,508 | $1.15M | $1.63M | - | $481,927.7 | 41.86% | -2.513% |
| ABEQ Absolute Select Value ETF | 35,997 | $1.15M | $1.38M | - | $227,107.18 | 19.77% | -0.549% |
| ABT Abbott Laboratories | 12,910 | $1.39M | $1.36M | - | -$25,134.35 | -1.81% | +0.085% |
| ACHR Archer Aviation Inc. | 32,450 | $131,747.05 | $150,568 | - | $18,820.95 | 14.29% | -2.11% |
| ACN Accenture plc Class A | 7,568 | $2.29M | $1.26M | - | -$1.03M | -45.17% | +1.611% |
| ADBE Adobe Inc. | 1,208 | $607,869.56 | $302,495.28 | - | -$305,374.28 | -50.24% | +1.013% |
| ADP Automatic Data Processing Inc. | 1,025 | $300,805.74 | $273,121.49 | - | -$27,684.25 | -9.2% | +0.982% |
| AEM Agnico Eagle Mines Limited | 9,806 | $641,312.4 | $1.42M | - | $783,205.22 | 122.13% | -3.635% |
| AEP American Electric Power Company, Inc. | 2,636 | $231,522.94 | $337,012.6 | - | $105,489.66 | 45.56% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,280 | $221,954.69 | $222,003.6 | - | $48.91 | 0.02% | -0.256% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 14,499 | $346,222.08 | $923,876.28 | - | $577,654.2 | 166.84% | +0.473% |
| AJG Arthur J. Gallagher & Co. | 928 | $272,706.16 | $231,461.76 | - | -$41,244.4 | -15.12% | -2.745% |
| ALC Alcon Inc. | 3,454 | $291,519.18 | $238,118.76 | - | -$53,400.42 | -18.32% | -0.963% |
| AMAT Applied Materials, Inc. | 2,748 | $472,853.16 | $1.4M | - | $922,224.03 | 195.03% | +1.176% |
| AMCR Amcor plc | 3,100.2 | $121,992.87 | $139,136.98 | - | $17,144.11 | 14.05% | -0.598% |
| AME Ametek Inc. | 1,455 | $265,132.63 | $351,688.06 | - | $86,555.43 | 32.65% | +0.708% |
| AMT American Tower Corporation | 4,802 | $935,613.21 | $832,474.72 | - | -$103,138.49 | -11.02% | -0.631% |
| AMZN Amazon.com Inc | 5,931 | $1.15M | $1.61M | - | $459,864.78 | 39.96% | +15.321% |
| AON Aon plc | 726 | $289,661.96 | $261,759.29 | - | -$27,902.67 | -9.63% | -1.642% |
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FAQ
Which stocks have generated the highest profits for Kerri Hicken?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.61M, Snowflake Inc - $910,279.26, iShares iBoxx $ High Yield Corporate Bond ETF - $878,368.97, United Parcel Service, Inc - $764,968, and Agnico Eagle Mines Limited - $534,511.43. 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: First Solar, Inc - $202,598.1, Adobe Inc - $134,143.75, International Flavors & Fragrances Inc - $131,895.88, Nike, Inc. - Class B - $113,536.32, and Charles Schwab Corporation - $106,880.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kerri Hicken's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.2M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $1.24M, iShares iBoxx $ High Yield Corporate Bond ETF - $742,182.77, Goldman Sachs Access Treasury 0-1 Year ETF - $428,902.63, Capital Group U.S. Multi-Sector Income ETF - $427,745.93, and SPDR Bloomberg High Yield Bond ETF - $402,969.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kerri Hicken's monthly returns?
Kerri Hicken'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 Kerri Hicken's strategy be considered aggressive or moderate?
Kerri Hicken'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 Kerri Hicken's strategy?
Kerri Hicken'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.
