KL
Kathryn Lutz Portfolio
Invests via Wiser Advisor Group LLC | Managed by Larry Lytle, Zach Lytle
Invests via Wiser Advisor Group LLC
Managed by Larry Lytle, Zach Lytle
Automatically Tracked
Kathryn Lutz Profile
Operating executive and investor focused on growth-stage healthcare and technology companies, Kathryn Lutz brings cross-functional experience in corporate strategy, M&A integration and scaling commercial operations. Works with boards and PE sponsors to drive margin expansion, EBITDA growth and go-to-market acceleration. Prior experience spans strategic roles at mid-market healthcare services firms and growth-stage tech companies; holds an MBA and is active as an independent director and advisor to venture and buyout funds.
Operating executive and investor focused on growth-stage healthcare and technology companies, Kathryn Lutz brings cross-functional experience in corporate strategy, M&A integration and scaling commercial operations. Works with boards and PE sponsors to drive margin expansion, EBITDA growth and go-to-market acceleration. Prior experience spans strategic roles at mid-market healthcare services firms and growth-stage tech companies; holds an MBA and is active as an independent director and advisor to venture and buyout funds.
Investment Philosophy & Strategy
Growth-stage healthcare and technology investor with a hands-on, operationally driven approach to capital allocation. Prioritizes businesses where commercial scale, margin expansion and EBITDA conversion can be accelerated through go-to-market optimization, strategic M&A and rigorous operational KPIs. Favors control or influential minority positions alongside PE sponsors and boards, with a medium-term horizon focused on scalable revenue and margin uplift. Risk discipline centers on validated unit economics, repeatable sales motion and executable integration plans.
Growth-stage healthcare and technology investor with a hands-on, operationally driven approach to capital allocation. Prioritizes businesses where commercial scale, margin expansion and EBITDA conversion can be accelerated through go-to-market optimization, strategic M&A and rigorous operational KPIs. Favors control or influential minority positions alongside PE sponsors and boards, with a medium-term horizon focused on scalable revenue and margin uplift. Risk discipline centers on validated unit economics, repeatable sales motion and executable integration plans.
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:
45.44%
Gain 0%
Monthly
1.12%
Yearly
14.36%
Drawdown
17.2%
$91.58M
Equity
Holdings
$91.58M
Investment
$67.62M
$25.85M
Profit -$2,440.67
Realized
$1.89M
Unrealized
$23.96M
Dividends
$3.5M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$2,440.67
Win %
63%
This Week
Compared To Last Week
Gain
0.03%
Profit
$23,213.16
Win %
63%
This Month
Compared to last month
Gain
1.96%
Profit
$1.76M
Win %
63%
This Year
Compared to last year
Gain
2.31%
Profit
$2.08M
Win %
63%
HONA Honeywell Aerospace Inc.
+3.73%
+$286 
HST Host Hotels & Resorts Inc.
+3.21%
+$1,880.37 
CCI Crown Castle Inc.
+3.01%
+$759.15 
IHG Intercontinental Hotels Group PLC ADR
+2.71%
+$634.5 
NGG National Grid plc Sponsored ADR
+2.66%
+$113.4 
F Ford Motor Company
+2.56%
+$111.51 
RTX RTX Corporation
+2.36%
+$3,303.09 
OSG Octave Specialty Group, Inc.
+2.28%
+$52.5 
TRP TC Energy Corporation
+2.25%
+$9,780.66 
PM Philip Morris International Inc.
+2.19%
+$201.48 
NUE Nucor Corporation
+2.19%
+$23,633.51 
C Citigroup Inc.
+2.13%
+$285.58 
LMT Lockheed Martin Corporation
+2.11%
+$1,246.53 
JPM JPMorgan Chase & Co.
+1.97%
+$42,522.19 
MET MetLife Inc.
+1.96%
+$544.3 
MCHP Microchip Technology Incorporated
+1.95%
+$153.7 
FDXF FedEx Freight Holding Company Inc.
+1.93%
+$44.84 
SHEL Shell plc
+1.91%
+$788.02 
PRSU Pursuit Attractions and Hospitality
+1.87%
+$102.5 
RCL Royal Caribbean Group
+1.86%
+$11,635.36 
EXR Extra Space Storage Inc.
+1.81%
+$306.88 
AMT American Tower Corporation
+1.8%
+$1,583.53 
AEE Ameren Corporation
+1.76%
+$616.71 
ALL Allstate Corporation
+1.75%
+$2,301.6 
MAR Marriott International Inc. - Class A
+1.72%
+$1,357.1 
DUK Duke Energy Corporation
+1.71%
+$324.8 
KO The Coca-Cola Company
+1.68%
+$24,380.1 
LAMR Lamar Advertising Company
+1.62%
+$256.8 
PNW Pinnacle West Capital Corporation
+1.59%
+$53.46 
ING ING Groep N.V. Sponsored ADR
+1.58%
+$53.55 
WEC WEC Energy Group Inc.
+1.56%
+$183.15 
GD General Dynamics Corporation
+1.44%
+$160.05 
BV Brightview Holdings Inc.
+1.43%
+$3.6 
JNJ Johnson & Johnson
+1.41%
+$1,925.1 
MO Altria Group, Inc.
+1.37%
+$254.52 
KIM Kimco Realty Corporation
+1.34%
+$294.32 
LOW Lowe's Companies Inc.
+1.34%
+$910.02 
VTR Ventas Inc.
+1.25%
+$417.48 
PG Procter & Gamble Co
+1.2%
+$264.6 
AWK American Water Works Company, Inc.
+1.2%
+$54.23 
TSCO Tractor Supply Company
+1.17%
+$67.86 
BRX Brixmor Property Group Inc.
+1.17%
+$270.72 
BCS Barclays PLC Sponsored ADR
+1.16%
+$80.03 
COST Costco Wholesale Corporation
+1.16%
+$2,252.68 
CVX Chevron Corporation
+1.14%
+$950 
O Realty Income Corporation
+1.13%
+$604.17 
DLR Digital Realty Trust, Inc.
+1.13%
+$486.59 
SUI Sun Communities Inc.
+1.12%
+$470.08 
VZ Verizon Communications Inc.
+1.11%
+$47.02 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.11%
+$41.52 
MRK Merck & Co., Inc.
+1.1%
+$1,075.35 
MPLX MPLX LP
+1.08%
+$492.62 
T AT&T Inc.
+1.06%
+$70.25 
NEE NextEra Energy, Inc.
+1.05%
+$600.09 
AXP American Express Company
+1.04%
+$870.42 
VICI Vici Properties Inc.
+1%
+$348.98 
KRC Kilroy Realty Corporation
+1%
+$275.65 
CCK Crown Holdings Inc.
+0.99%
+$51.98 
EPRT Essential Properties Realty Trust, Inc.
+0.96%
+$118.75 
YUMC Yum China Holdings Inc.
+0.96%
+$31.82 
AAPL Apple Inc.
+0.93%
+$63,377.81 
HSBC HSBC Holdings plc Sponsored ADR
+0.92%
+$35.67 
NKE Nike, Inc. - Class B
+0.92%
+$42.5 
LLY Eli Lilly and Company
+0.88%
+$47,197.41 
INVH Invitation Homes Inc.
+0.88%
+$164.74 
FNDF Schwab Fundamental International Large Company Index ETF
+0.86%
+$65.1 
BAC Bank of America Corporation
+0.86%
+$230.96 
KMB Kimberly-Clark Corporation
+0.84%
+$72.21 
GXO GXO Logistics Inc.
+0.82%
+$147.06 
TRNO Terreno Realty Corporation
+0.81%
+$237.64 
V Visa Inc. Class A
+0.79%
+$1,889.68 
VNQ Vanguard Real Estate ETF
+0.78%
+$6,603.71 
GLPI Gaming and Leisure Properties, Inc.
+0.77%
+$99.6 
WMT Walmart Inc.
+0.76%
+$13,258.8 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$8,297.59 
DOC Healthpeak Properties, Inc.
+0.71%
+$279.18 
REAL The RealReal, Inc.
+0.71%
+$60 
CARR Carrier Global Corporation
+0.71%
+$59.28 
ELS Equity Lifestyle Properties Inc.
+0.7%
+$178.07 
BRK-A Berkshire Hathaway Inc.
+0.69%
+$10,980.02 
GBCI Glacier Bancorp Inc.
+0.66%
+$21.17 
SYK Stryker Corporation
+0.63%
+$307.1 
FCX Freeport-McMoRan Inc.
+0.6%
+$34.44 
AMLP Alerian MLP ETF
+0.58%
+$91.5 
SOLS Sollensys Corp
+0.56%
+$7.65 
WELL Welltower Inc.
+0.55%
+$859.3 
FEZ SPDR Euro Stoxx 50 ETF
+0.55%
+$649.07 
PFE Pfizer Inc.
+0.54%
+$84.16 
NNN NNN REIT, Inc.
+0.51%
+$97.02 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.49%
+$59.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$366.63 
CWH Camping World Holdings Inc.
+0.44%
+$6.56 
ADC Agree Realty Corporation
+0.43%
+$132.53 
VTV Vanguard Value ETF
+0.43%
+$9,212.15 
PYPL PayPal Holdings Inc
+0.42%
+$53.52 
ABNB Airbnb, Inc.
+0.38%
+$150.08 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.36%
+$2,512.77 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$735.38 
BA Boeing Company
+0.35%
+$33.41 
MCD McDonald's Corporation
+0.34%
+$3,851.02 
RACE Ferrari N.V.
+0.34%
+$6.7 
ABBV AbbVie Inc.
+0.31%
+$91.67 
MLPA Global X MLP ETF
+0.31%
+$5,989.83 
PGX Invesco Preferred ETF
+0.3%
+$820.77 
COLD Americold Realty Trust
+0.29%
+$28.32 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.28%
+$916.2 
PLD Prologis Inc.
+0.27%
+$2,183.48 
FPE First Trust Preferred Securities and Income ETF
+0.23%
+$1,741.2 
WM Waste Management, Inc.
+0.23%
+$256.36 
UDR UDR Inc.
+0.22%
+$102.6 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+0.22%
+$6,768.48 
NVDA NVIDIA Corporation
+0.21%
+$4,546.64 
SWK Stanley Black & Decker Inc.
+0.19%
+$10.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.18%
+$778.42 
SQM Quimica y Minera Chilena S.A. ADR
+0.15%
+$20.25 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$2,389.41 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.13%
+$2.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$57.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.11%
+$10.01 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$5.16 
IXUS iShares Core International Stock ETF
+0.11%
+$1.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$27.59 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$372.45 
RDVY First Trust Rising Dividend Achievers ETF
+0.09%
+$64.75 
HR Healthcare Realty Trust Incorporated
+0.09%
+$21.42 
REXR Rexford Industrial Realty, Inc.
+0.07%
+$21.23 
NDAQ Nasdaq, Inc.
+0.06%
+$39.42 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FC Franklin Covey Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
AIAI AIAI Holdings Corporation
-12.83%
-$105.49 
GRAL Grail, Inc.
-10.29%
-$13.94 
NET Cloudflare Inc.
-6.88%
-$2,635.38 
IBRX ImmunityBio, Inc.
-6.05%
-$1,815 
PLTR Palantir Technologies Inc.
-5.74%
-$6,411.07 
AKAM Akamai Technologies Inc.
-4.32%
-$239.4 
LITE Lumentum Holdings Inc.
-4.06%
-$2,152.08 
ZM Zoom Video Communications, Inc.
-3.71%
-$116.8 
MU Micron Technology, Inc.
-3.39%
-$4,139.6 
ORCL Oracle Corporation
-3.21%
-$3,849.12 
UMC United Microelectronics Corp. Sponsored ADR
-3.2%
-$984.23 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-3.15%
-$390 
CRM Salesforce Inc
-3.03%
-$583.05 
PEGA Pegasystems Inc.
-2.66%
-$169.03 
AVGO Broadcom Inc.
-2.55%
-$6,346.37 
ADBE Adobe Inc.
-2.46%
-$1,062.96 
NFLX Netflix, Inc.
-2.38%
-$1,752.6 
META Meta Platforms Inc Class A
-2.14%
-$55,439.89 
COIN Coinbase Global, Inc.
-2.05%
-$609.12 
VRT Vertiv Holdings Co
-1.93%
-$103.5 
TTWO Take-Two Interactive Software, Inc.
-1.8%
-$271.08 
DGX Quest Diagnostics Inc.
-1.75%
-$1,428.79 
CSCO Cisco Systems, Inc.
-1.73%
-$3,119.8 
MGM MGM Resorts International
-1.73%
-$300.9 
RXO Rxo Inc.
-1.58%
-$178.02 
MSFT Microsoft Corp.
-1.53%
-$42,178.32 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$141.12 
TMO Thermo Fisher Scientific Inc.
-1.46%
-$2,119.52 
FPX First Trust US Equity Opportunities ETF
-1.37%
-$2,811.91 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$6,099.66 
GOOGL Alphabet Inc
-1.33%
-$63,452 
ARKX ARK Space & Defense Innovation ETF
-1.29%
-$2,642.95 
SCHW Charles Schwab Corporation
-1.27%
-$689.51 
PSCH Invesco S&P SmallCap Health Care ETF
-1.26%
-$1,209.7 
GMED Globus Medical Inc.
-1.22%
-$117.73 
GOOG Alphabet Inc
-1.2%
-$3,336.84 
UAL United Airlines Holdings, Inc.
-1.12%
-$487.92 
VXF Vanguard Extended Market ETF
-1.12%
-$20.64 
VUG Vanguard Growth ETF
-1.02%
-$18,870.96 
XPO XPO Inc.
-1%
-$731.43 
ARE Alexandria Real Estate Equities, Inc.
-0.97%
-$70.11 
XMMO Invesco S&P MidCap Momentum ETF
-0.95%
-$203.85 
XHS SPDR S&P Health Care Services ETF
-0.91%
-$143.36 
TMFC Motley Fool 100 Index ETF
-0.91%
-$124.83 
TSLA Tesla, Inc.
-0.89%
-$3,777.84 
GILD Gilead Sciences Inc.
-0.86%
-$323.85 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$106.5 
FDX FedEx Corporation
-0.84%
-$107.29 
IWM iShares Russell 2000 ETF
-0.82%
-$45.4 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.82%
-$18,498.81 
DUOL Duolingo, Inc.
-0.79%
-$31.73 
DASH DoorDash, Inc.
-0.78%
-$105.7 
J Jacobs Solutions Inc.
-0.78%
-$71.5 
UNP Union Pacific Corporation
-0.72%
-$228.8 
VB Vanguard Small-Cap ETF
-0.69%
-$12,462.12 
NAK Northern Dynasty Minerals Ltd.
-0.65%
-$0.6 
SCHA Schwab U.S. Small-Cap ETF
-0.65%
-$10,344.81 
FIS Fidelity National Information Services, Inc.
-0.61%
-$10.56 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$13,086.17 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.59%
-$41.3 
BX Blackstone Inc.
-0.55%
-$5,422.61 
AZN AstraZeneca PLC American Depositary Shares
-0.55%
-$78.26 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$65.66 
AMZN Amazon.com Inc
-0.47%
-$17,432.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$59.5 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$43.52 
EQIX Equinix, Inc.
-0.4%
-$268 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$76.27 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$9,209.16 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$109.08 
VOO Vanguard S&P 500 ETF
-0.39%
-$22,851.52 
CSX CSX Corporation
-0.39%
-$50.73 
XMHQ Invesco S&P MidCap Quality ETF
-0.39%
-$10,207.41 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.37%
-$184.87 
IVV iShares Core S&P 500 ETF
-0.37%
-$1,442.48 
CMG Chipotle Mexican Grill, Inc.
-0.31%
-$194.75 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.29%
-$15.02 
VT Vanguard Total World Stock ETF
-0.28%
-$60.75 
ABT Abbott Laboratories
-0.23%
-$262.56 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$1,088.41 
NTSX WisdomTree U.S. Efficient Core Fund
-0.22%
-$2.6 
TGT Target Corporation
-0.17%
-$16.2 
BUFR FT Vestladder Buffer ETF-USD I
-0.17%
-$8,681.53 
HYD VanEck High Yield Muni ETF
-0.15%
-$311.7 
BXMT Blackstone Mortgage Trust Inc
-0.14%
-$9.51 
YUM Yum! Brands, Inc.
-0.1%
-$27.3 
KSA iShares MSCI Saudi Arabia ETF
-0.09%
-$6.48 
TOL Toll Brothers Inc
-0.08%
-$21.56 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$873.67 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.07%
-$2.04 
BNDX Vanguard Total International Bond ETF
-0.06%
-$3.39 
HMOP Hartford Municipal Opportunities ETF
-0.03%
-$437.92 
MMM 3M Company
-0.02%
-$5.44 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$25.48 
IAU iShares Gold Trust
-0.01%
-$0.27 
SBUX Starbucks Corporation
-0.01%
-$1.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2009 | Longs Won 1162/2009 57% | Profit Factor 10 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $116,723.35 |
| Average Win $24,720.21 | Best Trade (Oct 16) $2.89M | Sharpe Ratio -9.48 |
| Average Loss -$3,391.36 | Worst Trade (Mar 30) -$542,104 | Z-Score -0.79 (57.15%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $12,868.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,993 | $3.84M | $6.9M | - | $3.06M | 79.51% | +0.927% |
| ABBV AbbVie Inc. | 103 | $23,837.65 | $29,281.87 | - | $5,444.22 | 22.84% | +0.314% |
| ABNB Airbnb, Inc. | 224 | $27,198 | $39,188.8 | - | $11,990.8 | 44.09% | +0.384% |
| ABT Abbott Laboratories | 1,094 | $146,475.56 | $114,257.36 | - | -$32,218.2 | -22% | -0.229% |
| ADBE Adobe Inc. | 172 | $60,673 | $42,224.28 | - | -$18,448.72 | -30.41% | -2.456% |
| ADC Agree Realty Corporation | 465 | $33,050.98 | $31,082.92 | - | -$1,968.06 | -5.95% | +0.428% |
| AEE Ameren Corporation | 337 | $35,176 | $35,583.83 | - | $407.83 | 1.16% | +1.764% |
| AGG iShares Core U.S. Aggregate Bond ETF | 296 | $29,694.93 | $28,268.95 | - | -$1,425.98 | -4.8% | +0.098% |
| AIAI AIAI Holdings Corporation | 274 | $3,811 | $716.51 | - | -$3,094.49 | -81.2% | -12.833% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 70 | $6,884 | $6,987.4 | - | $103.4 | 1.5% | -0.588% |
| AKAM Akamai Technologies Inc. | 60 | $7,093 | $5,299.8 | - | -$1,793.2 | -25.28% | -4.322% |
| ALL Allstate Corporation | 548 | $117,569.35 | $133,602.4 | - | $16,033.05 | 13.64% | +1.753% |
| AMLP Alerian MLP ETF | 305 | $14,390.44 | $15,924.05 | - | $1,533.61 | 10.66% | +0.578% |
| AMT American Tower Corporation | 485 | $93,012.88 | $89,543.12 | - | -$3,469.76 | -3.73% | +1.8% |
| AMZN Amazon.com Inc | 14,649 | $2.43M | $3.71M | - | $1.28M | 52.63% | -0.467% |
| ARE Alexandria Real Estate Equities, Inc. | 171 | $14,108.86 | $7,170.03 | - | -$6,938.83 | -49.18% | -0.968% |
| ARKX ARK Space & Defense Innovation ETF | 6,691 | $193,905.36 | $201,633.28 | - | $7,727.92 | 3.99% | -1.294% |
| AVB AvalonBay Communities, Inc. | 296 | $56,990.05 | $54,481.76 | - | -$2,508.29 | -4.4% | 0.0 |
| AVGO Broadcom Inc. | 722 | $238,169.61 | $242,259.88 | - | $4,090.27 | 1.72% | -2.553% |
| AWK American Water Works Company, Inc. | 34 | $4,684 | $4,577.59 | - | -$106.41 | -2.27% | +1.199% |
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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 Kathryn Lutz?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $456,851.82, Apple Inc - $400,453.23, Vanguard Growth ETF - $346,689.14, Global X MLP ETF - $294,760.09, and JPMorgan Chase & Co - $263,638.52. 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: Akre Focus ETF - $542,104, Ferrari N.V - $138,886.2, Zoetis Inc - $131,028.63, Illumina, Inc - $40,999.23, and Adobe Inc - $36,648. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathryn Lutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.5M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $233,849.09, Xtrackers USD High Yield Corporate Bond ETF - $210,701.18, New York Life Investments FTSE International Equity Currency Neutral ETF - $207,757.22, Global X MLP ETF - $196,436.9, and Vanguard S&P 500 ETF - $180,166.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn Lutz's monthly returns?
Kathryn Lutz'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 Kathryn Lutz's strategy be considered aggressive or moderate?
Kathryn Lutz'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 Kathryn Lutz's strategy?
Kathryn Lutz's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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