Kerr Financial Planning Corp Portfolio
Invests via Kerr Financial Planning Corp | Managed by Andrew Thomas Kerr
Invests via Kerr Financial Planning Corp
Managed by Andrew Thomas Kerr
Automatically Tracked
Company Profile
Independent advisory firm offering fee-based wealth management, retirement and tax-aware financial planning to high-net-worth individuals and small institutions. Kerr Financial Planning Corp delivers integrated investment management, cash-flow modelling, and estate-planning coordination, positioning as a regional RIA-style advisor focused on personalized portfolios and advisory fees rather than product sales. Relevant to allocators seeking private client channels, retirement-plan rollovers and wealth-transfer-driven investment flows.
Independent advisory firm offering fee-based wealth management, retirement and tax-aware financial planning to high-net-worth individuals and small institutions. Kerr Financial Planning Corp delivers integrated investment management, cash-flow modelling, and estate-planning coordination, positioning as a regional RIA-style advisor focused on personalized portfolios and advisory fees rather than product sales. Relevant to allocators seeking private client channels, retirement-plan rollovers and wealth-transfer-driven investment flows.
Investment Philosophy & Strategy
Positions portfolios for long-term, tax-aware wealth preservation and intergenerational transfer, blending diversified multi-asset allocations with individualized liability-driven planning. Emphasizes fee-based fiduciary advice, cash-flow and retirement scenario modeling, and low-turnover, tax-efficient implementations such as tax-loss harvesting and municipal or tax-smart fixed income. Prioritizes downside risk management through strategic rebalancing, concentrated use of alternatives for diversification, and coordination with estate and tax advisers. Capital deployment favors client-tailored solutions over product sales, with a steady, conservative growth orientation and a pragmatic allocation framework for high-net-worth and small institutional clients.
Positions portfolios for long-term, tax-aware wealth preservation and intergenerational transfer, blending diversified multi-asset allocations with individualized liability-driven planning. Emphasizes fee-based fiduciary advice, cash-flow and retirement scenario modeling, and low-turnover, tax-efficient implementations such as tax-loss harvesting and municipal or tax-smart fixed income. Prioritizes downside risk management through strategic rebalancing, concentrated use of alternatives for diversification, and coordination with estate and tax advisers. Capital deployment favors client-tailored solutions over product sales, with a steady, conservative growth orientation and a pragmatic allocation framework for high-net-worth and small institutional clients.
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:
17.64%
Gain +0.59%
Monthly
1.48%
Yearly
17.64%
Drawdown
10.4%
$89.24M
Equity
Holdings
$89.24M
Investment
$77.32M
$12.35M
Profit +$463,846.01
Realized
$428,082.19
Unrealized
$11.93M
Dividends
$870,947.06
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$463,846.01
Win %
63%
This Week
Compared To Last Week
Gain
0.52%
Profit
$463,846.01
Win %
63%
This Month
Compared to last month
Gain
5.18%
Profit
$4.4M
Win %
63%
This Year
Compared to last year
Gain
-0.32%
Profit
-$295,016.07
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$430,939.4 
DXCM DexCom, Inc.
+11.95%
+$445.5 
GOOG Alphabet Inc
+6.88%
+$36,660.12 
GOOGL Alphabet Inc
+6.73%
+$57,298.5 
KBR KBR Inc.
+6.52%
+$13.44 
VRT Vertiv Holdings Co
+6.18%
+$28,224.44 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+6.15%
+$1.1 
BATL Battalion Oil Corporation
+5.84%
+$1.28 
ANET Arista Networks, Inc.
+5.46%
+$2,565.75 
FTNT Fortinet Inc.
+4.99%
+$1,155 
XPRO Expro Group Holdings N.V.
+4.73%
+$360 
ABR Arbor Realty Trust Inc.
+4.59%
+$141.68 
APO Apollo Global Management, Inc.
+4.44%
+$347.1 
SNPS Synopsys, Inc.
+4.41%
+$1,265.11 
LPLA LPL Financial Holdings Inc.
+4.28%
+$581.2 
CACI Caci International Inc.
+4.27%
+$20.4 
CAPS Capstone Holding Corp.
+4.17%
+$0.75 
ACLS Axcelis Technologies, Inc.
+4.13%
+$11,503.25 
VVX V2X Inc.
+4.02%
+$6.98 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+3.82%
+$0.35 
VERI Veritone, Inc.
+3.81%
+$20 
YUMC Yum China Holdings Inc.
+3.68%
+$3.42 
TT Trane Technologies plc
+3.33%
+$1,496.34 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$980.5 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$242.9 
META Meta Platforms Inc Class A
+3.28%
+$20,862.39 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1.66 
INSG Inseego Corp.
+3.23%
+$6.6 
DEC Diversified Energy Company PLC
+3.06%
+$400 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$25,131.84 
MSFT Microsoft Corp.
+3.02%
+$30,495.16 
GRAB Grab Holdings Limited
+2.94%
+$9.4 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$3,398.25 
NVDA NVIDIA Corporation
+2.93%
+$128,874.86 
LDOS Leidos Holdings Inc.
+2.84%
+$3.19 
HIMS Hims & Hers Health, Inc.
+2.7%
+$0.73 
ATRA Atara Biotherapeutics, Inc.
+2.57%
+$5.04 
FSLR First Solar, Inc.
+2.44%
+$2,510 
CVX Chevron Corporation
+2.35%
+$5,207.04 
MRVL Marvell Technology, Inc.
+2.32%
+$21,751.56 
ORLY O'Reilly Automotive Inc.
+2.28%
+$129.35 
BP BP p.l.c. Sponsored ADR
+2.26%
+$2,876 
GLW Corning Incorporated
+2.24%
+$10,750.44 
DVN Devon Energy Corporation
+2.17%
+$672 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$65.56 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$44.1 
CSCO Cisco Systems, Inc.
+2.14%
+$3,273.21 
KEYS Keysight Technologies, Inc.
+2.04%
+$479.25 
ECG Everus Construction Group, Inc.
+2.02%
+$478.08 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$2,448.93 
OXY Occidental Petroleum Corporation
+2%
+$1,080.8 
GWW W.W. Grainger, Inc.
+1.97%
+$1,871.1 
AM Antero Midstream Corporation
+1.95%
+$194.46 
JCI Johnson Controls International plc
+1.93%
+$269.66 
AVAV AeroVironment Inc.
+1.91%
+$282.8 
LHX L3Harris Technologies, Inc.
+1.9%
+$206.4 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,605.15 
TSCO Tractor Supply Company
+1.85%
+$189.84 
CRM Salesforce Inc
+1.83%
+$89.37 
ORCL Oracle Corporation
+1.81%
+$4,832.52 
BYND Beyond Meat Inc.
+1.8%
+$0.5 
CINF Cincinnati Financial Corporation
+1.69%
+$1,079.7 
ZTS Zoetis Inc.
+1.66%
+$260.82 
SHEL Shell plc
+1.62%
+$144.06 
RMBS Rambus Inc.
+1.62%
+$8,482.49 
CPNG Coupang Inc.
+1.62%
+$130 
ACN Accenture plc Class A
+1.61%
+$215.66 
FANG Diamondback Energy Inc
+1.59%
+$814.08 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$102.92 
VZ Verizon Communications Inc.
+1.52%
+$552.3 
LMT Lockheed Martin Corporation
+1.5%
+$1,285.87 
UPST Upstart Holdings, Inc.
+1.48%
+$60 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$3.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,010.24 
NOC Northrop Grumman Corporation
+1.43%
+$412.02 
GE General Electric Company
+1.42%
+$2,022.06 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$416.5 
PMT Pennymac Mortgage Investment Trust
+1.29%
+$178.2 
CLOU Global X Cloud Computing ETF
+1.25%
+$327.36 
MBC MasterBrand, Inc.
+1.23%
+$13.5 
COP ConocoPhillips
+1.22%
+$1,864.7 
AI C3.ai Inc.
+1.21%
+$3.08 
WFC Wells Fargo & Company
+1.19%
+$3,792.36 
BN Brookfield Corporation
+1.19%
+$4.5 
TMFC Motley Fool 100 Index ETF
+1.19%
+$282.1 
AMAT Applied Materials, Inc.
+1.18%
+$10,979.94 
BCTK Baron Technology ETF
+1.17%
+$1,598.03 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,535.3 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,918.4 
VUG Vanguard Growth ETF
+1.1%
+$1,190.4 
VEEV Veeva Systems Inc.
+1.1%
+$73.26 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$16.64 
NOW ServiceNow, Inc.
+1.05%
+$73.08 
NBIS Nebius Group N.V.
+1.05%
+$9.9 
PDX PIMCO Dynamic Income Strategy Fund
+1.04%
+$1,023.22 
LI Li Auto Inc.
+1.04%
+$35 
VDE Vanguard Energy ETF
+1.02%
+$1,554.8 
ADBE Adobe Inc.
+1.01%
+$183.23 
XLE Energy Select Sector SPDR Fund
+1%
+$5,872.86 
QUBT Quantum Computing Inc.
+1%
+$16 
URI United Rentals, Inc.
+0.99%
+$403.94 
BKR Baker Hughes Company
+0.98%
+$146.32 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$0.35 
OGIG ALPS O’Shares Global Internet Giants ETF
+0.97%
+$67.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7.84 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$377.14 
EFXT Enerflex Ltd.
+0.95%
+$73.5 
SUN Sunoco L.P.
+0.95%
+$169.2 
OEF iShares S&P 100 ETF
+0.95%
+$698.92 
DRS Leonardo DRS, Inc.
+0.94%
+$1.72 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$0.86 
UNP Union Pacific Corporation
+0.92%
+$229.62 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.91%
+$143.87 
DUOL Duolingo, Inc.
+0.91%
+$175.45 
ORA Ormat Technologies Inc.
+0.9%
+$87 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$29.54 
WMB The Williams Companies, Inc.
+0.89%
+$137.97 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$36 
SCHW Charles Schwab Corporation
+0.87%
+$654.29 
MGC Vanguard Mega Cap ETF
+0.87%
+$99.12 
IBM International Business Machines Corporation
+0.86%
+$1,451.58 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$1,104.8 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$10,650.48 
GEV GE Vernova Inc.
+0.85%
+$781.14 
NIO Nio Inc.
+0.83%
+$48.56 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$43.75 
MCD McDonald's Corporation
+0.82%
+$389.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$71.05 
QQA Invesco QQQ Income Advantage ETF
+0.79%
+$106.25 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$932.1 
POWR iShares US Power Infrastructure ETF
+0.77%
+$80.4 
TSLA Tesla, Inc.
+0.76%
+$25,664.78 
MPC Marathon Petroleum Corporation
+0.76%
+$475.61 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,477.23 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$12,182 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$669.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,177.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,874.62 
BB BlackBerry Ltd.
+0.71%
+$6 
AME Ametek Inc.
+0.71%
+$142.8 
CAT Caterpillar Inc.
+0.7%
+$1,094.31 
BMY Bristol-Myers Squibb Company
+0.69%
+$327.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,261.12 
CARR Carrier Global Corporation
+0.68%
+$169.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$925.02 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,692 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$103.25 
QTUM Defiance Quantum ETF
+0.67%
+$801.82 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+0.67%
+$805.8 
WCN Waste Connections Inc.
+0.67%
+$198.69 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$11,722.7 
PTC PTC Inc.
+0.66%
+$38.7 
PLTR Palantir Technologies Inc.
+0.65%
+$8,595.18 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$210.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$33,801.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$76.19 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$4.42 
IXC iShares Global Energy ETF
+0.63%
+$175 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,329.96 
EXPE Expedia Group, Inc.
+0.62%
+$181 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$136 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,222.8 
ET Energy Transfer L.P.
+0.59%
+$1,438.68 
PGZ Principal Real Estate Income Fund
+0.59%
+$87.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,585.34 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$66.42 
MO Altria Group, Inc.
+0.57%
+$331.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,974.06 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$43.74 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$15 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$143.31 
DJIA Global X Dow 30 Covered Call ETF
+0.54%
+$0.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$296.82 
EXC Exelon Corporation
+0.53%
+$33.6 
PSX Phillips 66
+0.51%
+$56.16 
Q Qnity Electronics Inc.
+0.51%
+$94.38 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$635.8 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$32.25 
FTC First Trust Large Cap Growth Fund
+0.47%
+$83.83 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$158.04 
VALE Vale S.A.
+0.47%
+$105 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$107.64 
SNY Sanofi American Depositary Receipt
+0.44%
+$24.89 
IWD iShares Russell 1000 Value ETF
+0.44%
+$874.68 
PAYX Paychex Inc.
+0.44%
+$153 
CSX CSX Corporation
+0.42%
+$532.98 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$186.62 
WST West Pharmaceutical Services, Inc.
+0.4%
+$24.66 
PFE Pfizer Inc.
+0.4%
+$164.8 
RTX RTX Corporation
+0.39%
+$645.96 
VLO Valero Energy Corporation
+0.38%
+$27.37 
AVGO Broadcom Inc.
+0.37%
+$1,460.16 
PG Procter & Gamble Co
+0.37%
+$42.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,562.4 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,527.61 
BAC Bank of America Corporation
+0.36%
+$477.4 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$670 
CCEF Calamos CEF Income & Arbitrage ETF
+0.34%
+$173.94 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$6,699.97 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$385.74 
AZO AutoZone Inc.
+0.32%
+$822.79 
GD General Dynamics Corporation
+0.32%
+$79.3 
MRK Merck & Co., Inc.
+0.32%
+$598.2 
SMH VanEck Semiconductor ETF
+0.3%
+$3,853.34 
UFOX Defiance Connective Technologies ETF
+0.28%
+$136.05 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,417.8 
JPM JPMorgan Chase & Co.
+0.27%
+$2,327.44 
NRG NRG Energy, Inc.
+0.24%
+$23.68 
VSLU Applied Finance Valuation Large Cap ETF
+0.23%
+$14.52 
CME CME Group Inc.
+0.21%
+$28.5 
SO The Southern Company
+0.21%
+$100 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$192.96 
JNJ Johnson & Johnson
+0.21%
+$349.8 
ADI Analog Devices, Inc.
+0.2%
+$51.06 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$756.99 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$346.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$758.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$60 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$13.04 
T AT&T Inc.
+0.17%
+$117.24 
KNF Knife River Corporation
+0.16%
+$23.04 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$154.49 
KNSL Kinsale Capital Group Inc.
+0.15%
+$20.35 
CB Chubb Limited
+0.15%
+$54.59 
UMBF UMB Financial Corporation
+0.15%
+$1,149.33 
CCL Carnival Corporation Ltd.
+0.14%
+$4.04 
DELL Dell Technologies Inc.
+0.14%
+$603.68 
ARR Armour Residential REIT Inc.
+0.12%
+$17.12 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$589.4 
ISRG Intuitive Surgical, Inc.
+0.1%
+$25.2 
C Citigroup Inc.
+0.1%
+$281.95 
WM Waste Management, Inc.
+0.1%
+$23.32 
AFL Aflac Inc.
+0.09%
+$441.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$601.74 
WMT Walmart Inc.
+0.09%
+$113.6 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$0.6 
ABT Abbott Laboratories
+0.09%
+$29.79 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$11 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$298.92 
SOXX iShares Semiconductor ETF
+0.07%
+$178.2 
IYG iShares U.S. Financial Services ETF
+0.06%
+$7.26 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$0.14 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$9.45 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$30 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$38.64 
HXL Hexcel Corporation
+0.04%
+$4.84 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$9.76 
DIS The Walt Disney Company
+0.03%
+$11.7 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$1.45 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$94.44 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$4.08 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$35.85 
FIXX Homology Medicines Inc
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NIOBF NioCorp Developments Ltd.
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
0%
$0 6516
651639AE6
0%
$0 BKT
BKT
0%
$0 ASST
ASST
0%
$0 XAGG
XAGG
0%
$0 9219
921937711
0%
$0 7220
72201R203
0%
$0 4642
464287684
0%
$0 4643
46434V204
0%
$0 9229
922908536
0%
$0 AZN
AZN
0%
$0 ETH
ETH
0%
$0 4603
46034L205
0%
$0 2692
26922A332
0%
$0 
CTVA Corteva Inc.
-11.9%
-$5,346.89 
COIN Coinbase Global, Inc.
-10.59%
-$29,651.86 
LCID Lucid Group, Inc.
-9.11%
-$2.22 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$9,739.5 
AAPL Apple Inc.
-7.35%
-$355,392.88 
NXPI NXP Semiconductors N.V.
-6.53%
-$480 
METC Ramaco Resources, Inc.
-6.24%
-$610 
LIN Linde plc
-5.95%
-$1,845.86 
MU Micron Technology, Inc.
-5.9%
-$39,961.57 
HL Hecla Mining Company
-5.42%
-$2.43 
IP International Paper Company
-5.38%
-$2,795.6 
CLSK CleanSpark, Inc.
-5.37%
-$30.42 
LYV Live Nation Entertainment, Inc.
-5.14%
-$2,357.5 
SNDK SanDisk Corporation
-5.09%
-$976.95 
DJT Trump Media & Technology Group Corp.
-5.01%
-$1,354.08 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$40.8 
SPOT Spotify Technology S.A.
-4.34%
-$906.8 
SHOP Shopify Inc.
-4.29%
-$3,780 
TYL Tyler Technologies Inc.
-4.24%
-$507.27 
IREN IREN Limited
-3.82%
-$59.86 
DNN Denison Mines Corp.
-3.77%
-$1,100 
BKKT Bakkt Holdings, Inc.
-3.63%
-$27 
CITR General Enterprise Ventures Inc.
-3.55%
-$45.36 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$12,696.45 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$2,015 
CDE Coeur Mining, Inc.
-3.18%
-$1.96 
GPN Global Payments Inc.
-3.18%
-$552 
ETHA iShares Ethereum Trust
-3.03%
-$396 
EPR EPR Properties
-3.03%
-$242.5 
CRWV CoreWeave, Inc.
-2.88%
-$426 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$1,630.98 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$2,523.95 
BITO ProShares Bitcoin ETF
-2.85%
-$2,466.75 
MLM Martin Marietta Materials, Inc.
-2.75%
-$609.26 
AJG Arthur J. Gallagher & Co.
-2.75%
-$9,116.79 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$163.2 
RKT Rocket Companies, Inc. Class A
-2.71%
-$2.88 
EQIX Equinix, Inc.
-2.7%
-$847.5 
QCOM QUALCOMM Incorporated
-2.63%
-$3,575.05 
XTIA XTI Aerospace Inc.
-2.61%
-$40 
POOL Pool Corporation
-2.61%
-$278.32 
DXYZ Destiny Tech100 Inc.
-2.6%
-$6.1 
CRCL Circle Internet Group, Inc.
-2.54%
-$3.26 
ABBV AbbVie Inc.
-2.51%
-$5,874.76 
IDYA Ideaya Biosciences Inc.
-2.47%
-$450 
KMX CarMax Inc.
-2.45%
-$1,576.8 
ICE Intercontinental Exchange, Inc.
-2.42%
-$303.2 
POAHY Porsche Automobil Holding SE ADR
-2.4%
-$35.68 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$8.16 
YUM Yum! Brands, Inc.
-2.37%
-$197.16 
XLB Materials Select Sector SPDR Fund
-2.34%
-$61.71 
ARKK ARK Innovation ETF Fund
-2.28%
-$57,318.14 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.25%
-$1.38 
PCG PG&E Corporation
-2.25%
-$804.4 
BA Boeing Company
-2.15%
-$257.04 
SLV iShares Silver Trust
-2.13%
-$14.82 
ACHR Archer Aviation Inc.
-2.11%
-$25 
SMR NuScale Power Corporation
-2.09%
-$481.5 
TRU TransUnion
-2.04%
-$239.44 
KHC The Kraft Heinz Company
-2.01%
-$236.38 
NFLX Netflix, Inc.
-2%
-$1,277.5 
AMD Advanced Micro Devices, Inc.
-1.9%
-$47,937.22 
NXE NexGen Energy Ltd.
-1.82%
-$170 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$189.42 
HRZN Horizon Technology Finance Corporation
-1.82%
-$16.72 
ARKG ARK Genomic Revolution ETF
-1.78%
-$84 
PHM PulteGroup Inc.
-1.76%
-$133.93 
UNH UnitedHealth Group Incorporated
-1.68%
-$2,410.87 
LEN Lennar Corporation
-1.67%
-$162.4 
TMC TMC the metals company Inc.
-1.66%
-$150 
SQ Block, Inc.
-1.64%
-$8.1 
GCTS GCT Semiconductor, Inc.
-1.59%
-$0.3 
EC Ecopetrol S.A. Sponsored ADR
-1.58%
-$4.59 
LRCX Lam Research Corporation
-1.58%
-$1,969.3 
NLY Annaly Capital Management, Inc.
-1.56%
-$568.08 
CPRT Copart Inc.
-1.52%
-$90 
GLD SPDR Gold Shares
-1.49%
-$297.86 
CIFR Cipher Mining Inc.
-1.48%
-$40.87 
IAU iShares Gold Trust
-1.46%
-$2,263.39 
FICO Fair Isaac Corporation
-1.45%
-$215.41 
PLUG Plug Power Inc.
-1.44%
-$1.47 
NKE Nike, Inc. - Class B
-1.37%
-$78.88 
METCB Ramaco Resources Inc. Class B Common Stock
-1.36%
-$3.33 
DD DuPont de Nemours, Inc.
-1.32%
-$174.8 
OPEN Opendoor Technologies Inc.
-1.31%
-$87.5 
MNST Monster Beverage Corporation
-1.3%
-$741.68 
FCX Freeport-McMoRan Inc.
-1.28%
-$260.01 
MDLZ Mondelez International, Inc.
-1.22%
-$341.11 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$10.95 
F Ford Motor Company
-1.21%
-$447.12 
TJX The TJX Companies, Inc.
-1.21%
-$372.48 
ONDS Ondas Holdings Inc.
-1.19%
-$1.08 
ITB iShares U.S. Home Construction ETF
-1.18%
-$221.48 
IQV IQVIA Holdings Inc.
-1.17%
-$113.57 
SRE Sempra
-1.15%
-$4,496.98 
NEE NextEra Energy, Inc.
-1.15%
-$952.43 
AES AES Corporation
-1.15%
-$82.79 
DE Deere & Company
-1.13%
-$401.2 
PKG Packaging Corporation of America
-1.12%
-$396.18 
IR Ingersoll Rand Inc.
-1.11%
-$33.84 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$55.62 
TXN Texas Instruments Inc
-1.08%
-$1,467.73 
LOW Lowe's Companies Inc.
-1.08%
-$569.77 
MCK McKesson Corporation
-1.08%
-$130.48 
DLTR Dollar Tree, Inc.
-1.06%
-$408 
INTC Intel Corporation
-1.02%
-$2,908.11 
ARKW ARK Next Generation Internet ETF
-1.02%
-$303.15 
NDAQ Nasdaq, Inc.
-1.02%
-$230.86 
KO The Coca-Cola Company
-1.02%
-$357.3 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
GLAD Gladstone Capital Corporation
-1.01%
-$10.45 
BURL Burlington Stores Inc.
-1%
-$218.89 
XOM Exxon Mobil Corporation
-0.97%
-$5,679.36 
MET MetLife Inc.
-0.97%
-$42.3 
MCHP Microchip Technology Incorporated
-0.96%
-$145.44 
MBGYY Mercedes-Benz Group AG
-0.95%
-$19.5 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$826.28 
TEM Tempus AI, Inc.
-0.95%
-$1.68 
WULF TeraWulf Inc.
-0.9%
-$11.04 
ENBP Enb Financial Corp
-0.88%
-$1,250 
DX Dynex Capital Inc.
-0.86%
-$49.28 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$27.14 
FE FirstEnergy Corp.
-0.82%
-$102.4 
GILD Gilead Sciences Inc.
-0.81%
-$107 
MCO Moody's Corporation
-0.81%
-$159.08 
D Dominion Energy, Inc.
-0.8%
-$534.24 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$14.82 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$4,486.23 
FOX Fox Corporation Class B Common Stock
-0.76%
-$81.2 
HUM Humana Inc.
-0.76%
-$50.4 
PYPL PayPal Holdings Inc
-0.76%
-$88 
VHT Vanguard Health Care ETF
-0.76%
-$212.94 
UNM Unum Group
-0.76%
-$184.14 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,378.26 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$75.87 
CVS CVS Health Corporation
-0.75%
-$76.63 
SPGI S&P Global Inc.
-0.74%
-$270.16 
MAR Marriott International Inc. - Class A
-0.71%
-$132.5 
VPU Vanguard Utilities ETF
-0.71%
-$136 
IYH iShares U.S. Healthcare ETF
-0.7%
-$122.4 
MP MP Materials Corp.
-0.7%
-$87.29 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$41.54 
DUK Duke Energy Corporation
-0.67%
-$187.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$148.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$415.48 
AMGN Amgen Inc.
-0.64%
-$1,917.05 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,462.23 
GS The Goldman Sachs Group, Inc.
-0.63%
-$155.52 
REVS Columbia Research Enhanced Value ETF
-0.63%
-$30.87 
HAS Hasbro Inc.
-0.62%
-$71.98 
EFA iShares MSCI EAFE ETF
-0.62%
-$142.56 
ECL Ecolab Inc.
-0.61%
-$102.6 
MSCI MSCI Inc.
-0.61%
-$129.5 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$263.84 
SCHF Schwab International Equity ETF
-0.58%
-$320 
WEC WEC Energy Group Inc.
-0.57%
-$94.5 
SBUX Starbucks Corporation
-0.57%
-$382.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$189.2 
PRU Prudential Financial, Inc.
-0.56%
-$358.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$103.4 
DGX Quest Diagnostics Inc.
-0.55%
-$63.21 
VNQ Vanguard Real Estate ETF
-0.54%
-$594.54 
COF Capital One Financial Corporation
-0.54%
-$306.23 
LLY Eli Lilly and Company
-0.53%
-$876.59 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.53%
-$540.2 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$110.08 
FTCS First Trust Capital Strength ETF
-0.51%
-$2,115.99 
LULU lululemon athletica inc.
-0.51%
-$299.51 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$662.5 
SBAC SBA Communications Corporation
-0.51%
-$75.44 
SCHH Schwab U.S. REIT ETF
-0.49%
-$26.04 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10.08 
CWBC Community West Bancshares
-0.48%
-$189.24 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$55.08 
IWM iShares Russell 2000 ETF
-0.47%
-$44.48 
PEP PepsiCo, Inc.
-0.46%
-$412.16 
SDIV Global X SuperDividend ETF
-0.44%
-$121.44 
TRV The Travelers Companies, Inc.
-0.43%
-$65.2 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$187.72 
PSH PGIM Short Duration High Yield Fund
-0.42%
-$252.84 
HD The Home Depot, Inc.
-0.42%
-$165.41 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$735.68 
MBB iShares MBS ETF
-0.4%
-$42.18 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$91.26 
VGT Vanguard Information Technology ETF
-0.38%
-$165.12 
AXP American Express Company
-0.38%
-$433.07 
FDX FedEx Corporation
-0.37%
-$52.9 
MDT Medtronic plc
-0.37%
-$31.36 
ARCC Ares Capital Corporation
-0.37%
-$250.39 
ABNB Airbnb, Inc.
-0.37%
-$77.28 
TMUS T-Mobile US, Inc.
-0.36%
-$70.56 
INTL Main International ETF
-0.36%
-$10.9 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$48.11 
JMIA Jumia Technologies AG
-0.34%
-$10 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
-0.34%
-$376.83 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$190.53 
CL Colgate-Palmolive Company
-0.33%
-$107.7 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$322.53 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$26.52 
CEG Constellation Energy Corporation
-0.31%
-$17.82 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$3.92 
VXF Vanguard Extended Market ETF
-0.3%
-$2.13 
VST Vistra Corp
-0.29%
-$0.86 
MORN Morningstar, Inc.
-0.28%
-$13.75 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$104.16 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$28.16 
CCI Crown Castle Inc.
-0.27%
-$284.55 
JIG JPMorgan International Growth ETF
-0.27%
-$6.16 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$13.32 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$101.92 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$305.19 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$301.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,595.25 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$6.09 
IWN iShares Russell 2000 Value ETF
-0.25%
-$21.45 
RBA Rb Global Inc.
-0.24%
-$39.69 
COST Costco Wholesale Corporation
-0.24%
-$1,320.1 
VB Vanguard Small-Cap ETF
-0.22%
-$293.03 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,505.2 
PFG Principal Financial Group, Inc.
-0.22%
-$28 
GTO Invesco Total Return Bond ETF
-0.22%
-$236.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$150.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$417.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$45 
JBND JPMorgan Active Bond ETF
-0.21%
-$433.4 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$82.25 
PODD Insulet Corporation
-0.2%
-$9.57 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$44.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$26.25 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,124.53 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$19.14 
QS QuantumScape Corp
-0.19%
-$1.25 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$10.6 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$5.8 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$23.04 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$38.6 
BKNG Booking Holdings Inc.
-0.18%
-$42.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$12.2 
SOUN SoundHound AI Inc.
-0.16%
-$160 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$29.6 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$0.04 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$48 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$32.34 
ELV Elevance Health, Inc.
-0.15%
-$26.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$8.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$8.19 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$4.32 
CFG Citizens Financial Group, Inc.
-0.11%
-$8.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$112.8 
ALB Albemarle Corporation
-0.1%
-$7.08 
MDU MDU Resources Group, Inc.
-0.1%
-$15.36 
CEPO Cantor Equity Partners I-A
-0.09%
-$1.5 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$5.64 
AKRE Akre Focus ETF
-0.09%
-$8.75 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$20.61 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$6.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4.6 
HYBB iShares BB Rated Corporate Bond ETF
-0.05%
-$6.62 
CMF iShares California Muni Bond ETF
-0.05%
-$10.83 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$0.55 
HOOD Robinhood Markets, Inc.
-0.05%
-$4.2 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$0.04 
V Visa Inc. Class A
-0.04%
-$44.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$26.27 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$9 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$0.71 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$0.54 
TGT Target Corporation
-0.01%
-$6.99 
UBER Uber Technologies, Inc.
-0.01%
-$11.5 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$18.6 Events
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Dividends
Dividend Analysis
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| Trades 1532 | Longs Won 919/1532 59% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $70,471.95 |
| Average Win $17,042.82 | Best Trade (Aug 05) $1.72M | Sharpe Ratio -121.6 |
| Average Loss -$5,465.84 | Worst Trade (Aug 02) -$1.19M | Z-Score 7.08 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w | Expectancy $8,063.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2692 26922A332 | 1,736 | $97,166 | $97,166 | - | - | - | 0.0 |
| 4603 46034L205 | 100 | $1 | $1 | - | - | - | 0.0 |
| 4642 464287684 | 244 | $50,114.67 | $50,099.33 | - | -$15.34 | -0.03% | 0.0 |
| 4643 46434V204 | 5,923 | $217,492.95 | $217,492.95 | - | - | - | 0.0 |
| 6516 651639AE6 | 3 | $296.33 | $327 | - | $30.67 | 10.35% | 0.0 |
| 7220 72201R203 | 3,394 | $316,874.51 | $316,864.83 | - | -$9.68 | - | 0.0 |
| 9219 921937711 | 369 | $25,955.84 | $26,005.49 | - | $49.65 | 0.19% | 0.0 |
| 9229 922908536 | 1,914 | $372,870.2 | $372,870.2 | - | - | - | 0.0 |
| AAPL Apple Inc. | 14,494 | $3.69M | $4.48M | - | $786,809.92 | 21.32% | -7.354% |
| ABBV AbbVie Inc. | 908 | $213,222.4 | $227,853.52 | - | $14,631.12 | 6.86% | -2.513% |
| ABNB Airbnb, Inc. | 138 | $18,729.36 | $20,909.76 | - | $2,180.4 | 11.64% | -0.368% |
| ABR Arbor Realty Trust Inc. | 644 | $7,534.15 | $3,226.44 | - | -$4,307.71 | -57.18% | +4.593% |
| ABT Abbott Laboratories | 331 | $43,206.35 | $34,986.7 | - | -$8,219.65 | -19.02% | +0.085% |
| ACHR Archer Aviation Inc. | 250 | $1,880 | $1,160 | - | -$720 | -38.3% | -2.11% |
| ACLS Axcelis Technologies, Inc. | 2,225 | $224,134.78 | $290,095.5 | - | $65,960.72 | 29.43% | +4.129% |
| ACN Accenture plc Class A | 82 | $20,002.65 | $13,605.44 | - | -$6,397.21 | -31.98% | +1.611% |
| ADBE Adobe Inc. | 73 | $25,750.75 | $18,279.93 | - | -$7,470.82 | -29.01% | +1.013% |
| ADI Analog Devices, Inc. | 69 | $17,025.74 | $25,351.29 | - | $8,325.55 | 48.9% | +0.202% |
| AES AES Corporation | 487 | $6,983.58 | $7,149.16 | - | $165.58 | 2.37% | -1.145% |
| AFL Aflac Inc. | 3,681 | $415,996.33 | $469,253.88 | - | $53,257.55 | 12.8% | +0.094% |
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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 Kerr Financial Planning Corp?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Growth ETF - $160,831.29, JPMorgan Equity Premium Income Fund - $134,501.83, VanEck Semiconductor ETF - $133,238.23, iShares Semiconductor ETF - $74,802.42, and Vanguard Growth ETF - $72,685.48. 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: Netflix, Inc - $156,257.4, lululemon athletica inc - $56,669.43, SoundHound AI Inc - $53,360, Opendoor Technologies Inc - $43,840.93, and Palantir Technologies Inc - $31,601.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kerr Financial Planning Corp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $870,947.06 earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $135,300.4, iShares Core Universal USD Bond ETF - $43,144.14, JPMorgan Nasdaq Equity Premium Income ETF - $31,372.35, ProShares Bitcoin ETF - $25,080.09, and iShares Core U.S. Aggregate Bond ETF - $24,706.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kerr Financial Planning Corp's monthly returns?
Kerr Financial Planning Corp'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 Kerr Financial Planning Corp's strategy be considered aggressive or moderate?
Kerr Financial Planning Corp'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 Kerr Financial Planning Corp's strategy?
Kerr Financial Planning Corp'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.
