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:
16.45%
Gain -1.95%
Monthly
1.22%
Yearly
15.71%
Drawdown
10.36%
$88.45M
Equity
Holdings
$88.45M
Investment
$77.3M
$11.53M
Profit -$1.58M
Realized
$387,605.83
Unrealized
$11.15M
Dividends
$1.04M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.95%
Profit
-$1.58M
Win %
56%
This Week
Compared To Last Week
Gain
-4.3%
Profit
-$3.97M
Win %
56%
This Month
Compared to last month
Gain
-2.38%
Profit
-$2.16M
Win %
56%
This Year
Compared to last year
Gain
-1.26%
Profit
-$1.13M
Win %
56%
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+51.51%
+$2.57 
OPENL Opendoor Technologies Inc. Series A Warrant
+4.86%
+$0.2 
FANG Diamondback Energy Inc
+3.33%
+$1,669.12 
BP BP p.l.c. Sponsored ADR
+3.16%
+$4,400.28 
COP ConocoPhillips
+3.07%
+$5,600.53 
DEC Diversified Energy Company PLC
+2.98%
+$430 
XPRO Expro Group Holdings N.V.
+2.87%
+$225 
RTX RTX Corporation
+2.81%
+$4,037.25 
NOC Northrop Grumman Corporation
+2.72%
+$732.78 
LMT Lockheed Martin Corporation
+2.67%
+$2,117.29 
DVN Devon Energy Corporation
+2.66%
+$917 
OXY Occidental Petroleum Corporation
+2.57%
+$1,505.4 
BKR Baker Hughes Company
+2.52%
+$339.76 
IDXX IDEXX Laboratories, Inc.
+2.4%
+$458.85 
SHEL Shell plc
+2.4%
+$243.04 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$57.64 
EFXT Enerflex Ltd.
+2.29%
+$196 
PODD Insulet Corporation
+2.28%
+$91.82 
MDU MDU Resources Group, Inc.
+2.18%
+$311.04 
CVX Chevron Corporation
+2.1%
+$5,299.19 
PBR Petrobras S.A. Sponsored ADR
+2.1%
+$7.42 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.01%
+$727.65 
PEP PepsiCo, Inc.
+1.99%
+$1,648.64 
XLE Energy Select Sector SPDR Fund
+1.98%
+$13,139.28 
MBGYY Mercedes-Benz Group AG
+1.97%
+$33 
AM Antero Midstream Corporation
+1.91%
+$175.94 
CCI Crown Castle Inc.
+1.9%
+$2,059.6 
IXC iShares Global Energy ETF
+1.89%
+$580 
VDE Vanguard Energy ETF
+1.88%
+$3,210.8 
F Ford Motor Company
+1.87%
+$571.32 
EXC Exelon Corporation
+1.84%
+$109.2 
WEC WEC Energy Group Inc.
+1.8%
+$286.5 
DUK Duke Energy Corporation
+1.77%
+$468.3 
SO The Southern Company
+1.65%
+$737.5 
XOM Exxon Mobil Corporation
+1.64%
+$10,653.48 
GD General Dynamics Corporation
+1.63%
+$357.5 
TJX The TJX Companies, Inc.
+1.61%
+$452.02 
AZO AutoZone Inc.
+1.5%
+$3,892.15 
MDLZ Mondelez International, Inc.
+1.44%
+$403.13 
ET Energy Transfer L.P.
+1.43%
+$3,416.86 
EC Ecopetrol S.A. Sponsored ADR
+1.36%
+$4.08 
MO Altria Group, Inc.
+1.35%
+$850 
LHX L3Harris Technologies, Inc.
+1.33%
+$128 
KO The Coca-Cola Company
+1.3%
+$476.4 
COST Costco Wholesale Corporation
+1.29%
+$7,295.39 
SRE Sempra
+1.23%
+$4,409.66 
ORA Ormat Technologies Inc.
+1.22%
+$109 
SBAC SBA Communications Corporation
+1.2%
+$181.22 
GE General Electric Company
+1.19%
+$1,495.44 
PSX Phillips 66
+1.17%
+$175.24 
FE FirstEnergy Corp.
+1.16%
+$135.68 
D Dominion Energy, Inc.
+1.16%
+$696.42 
CINF Cincinnati Financial Corporation
+1.11%
+$678.93 
MRK Merck & Co., Inc.
+1.03%
+$2,173.91 
VPU Vanguard Utilities ETF
+1.02%
+$183.5 
TMUS T-Mobile US, Inc.
+0.99%
+$173.6 
POOL Pool Corporation
+0.98%
+$92.4 
MLM Martin Marietta Materials, Inc.
+0.95%
+$192.29 
NEE NextEra Energy, Inc.
+0.94%
+$697.82 
WMB The Williams Companies, Inc.
+0.93%
+$140.16 
MAR Marriott International Inc. - Class A
+0.89%
+$172 
VZ Verizon Communications Inc.
+0.89%
+$311.65 
YUMC Yum China Holdings Inc.
+0.87%
+$0.78 
LIN Linde plc
+0.86%
+$257.73 
HIG The Hartford Insurance Group, Inc.
+0.85%
+$14.69 
HD The Home Depot, Inc.
+0.84%
+$308.21 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.83%
+$1,523.62 
SUN Sunoco L.P.
+0.83%
+$141 
PCG PG&E Corporation
+0.81%
+$211.16 
MET MetLife Inc.
+0.77%
+$34.65 
COF Capital One Financial Corporation
+0.74%
+$401.08 
PG Procter & Gamble Co
+0.74%
+$93.2 
CME CME Group Inc.
+0.74%
+$107 
KHC The Kraft Heinz Company
+0.73%
+$75.82 
WMT Walmart Inc.
+0.72%
+$965.6 
XLP Consumer Staples Select Sector SPDR Fund
+0.71%
+$14.88 
MNST Monster Beverage Corporation
+0.68%
+$362.08 
KNF Knife River Corporation
+0.68%
+$65.28 
PKG Packaging Corporation of America
+0.68%
+$224.36 
ZTS Zoetis Inc.
+0.68%
+$109.71 
JNJ Johnson & Johnson
+0.66%
+$1,102.2 
JPM JPMorgan Chase & Co.
+0.66%
+$5,459.58 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.65%
+$18.85 
HXL Hexcel Corporation
+0.63%
+$68.97 
WFC Wells Fargo & Company
+0.63%
+$1,951.95 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.63%
+$13.95 
PGZ Principal Real Estate Income Fund
+0.63%
+$79.81 
AFL Aflac Inc.
+0.61%
+$2,668.72 
ORLY O'Reilly Automotive Inc.
+0.59%
+$34.25 
TT Trane Technologies plc
+0.59%
+$275.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$200 
MCHP Microchip Technology Incorporated
+0.59%
+$87.87 
LOW Lowe's Companies Inc.
+0.58%
+$284.88 
VALE Vale S.A.
+0.58%
+$112.5 
AJG Arthur J. Gallagher & Co.
+0.57%
+$1,838.9 
MRSH Marsh & McLennan Companies, Inc.
+0.56%
+$476.7 
ABBV AbbVie Inc.
+0.54%
+$1,398.33 
CB Chubb Limited
+0.54%
+$194.93 
ISRG Intuitive Surgical, Inc.
+0.53%
+$157.5 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$62.72 
KNSL Kinsale Capital Group Inc.
+0.43%
+$57.35 
CL Colgate-Palmolive Company
+0.43%
+$143.6 
CARR Carrier Global Corporation
+0.42%
+$92.92 
LLY Eli Lilly and Company
+0.41%
+$740.74 
KMX CarMax Inc.
+0.41%
+$235.43 
HLT Hilton Worldwide Holdings Inc.
+0.4%
+$48.96 
DJIA Global X Dow 30 Covered Call ETF
+0.4%
+$0.09 
TRV The Travelers Companies, Inc.
+0.39%
+$59.4 
XLB Materials Select Sector SPDR Fund
+0.38%
+$9.69 
POAHY Porsche Automobil Holding SE ADR
+0.37%
+$4.46 
VVX V2X Inc.
+0.36%
+$0.5 
EPR EPR Properties
+0.36%
+$25 
POWR iShares US Power Infrastructure ETF
+0.36%
+$36.18 
TXN Texas Instruments Inc
+0.35%
+$481.14 
ZBH Zimmer Biomet Holdings, Inc.
+0.34%
+$17.28 
GEV GE Vernova Inc.
+0.32%
+$280.12 
AAPL Apple Inc.
+0.32%
+$15,725.99 
SPGI S&P Global Inc.
+0.31%
+$116.16 
FTCS First Trust Capital Strength ETF
+0.3%
+$1,244.7 
T AT&T Inc.
+0.3%
+$205.17 
NXPI NXP Semiconductors N.V.
+0.29%
+$19.8 
VLO Valero Energy Corporation
+0.27%
+$27.37 
GLPI Gaming and Leisure Properties, Inc.
+0.26%
+$16.3 
FOX Fox Corporation Class B Common Stock
+0.24%
+$28.42 
IAT iShares U.S. Regional Banks ETF
+0.24%
+$140 
C Citigroup Inc.
+0.24%
+$650.7 
V Visa Inc. Class A
+0.24%
+$310.4 
RYAN Ryan Specialty Holdings Inc.
+0.21%
+$187.59 
CEPO Cantor Equity Partners I-A
+0.19%
+$3 
SCHH Schwab U.S. REIT ETF
+0.18%
+$8.68 
MPC Marathon Petroleum Corporation
+0.17%
+$163.18 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.17%
+$30.8 
MCK McKesson Corporation
+0.15%
+$20.86 
ISHG iShares 3 Year International Treasury Bond ETF
+0.14%
+$47.25 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$5.04 
NRG NRG Energy, Inc.
+0.14%
+$10.36 
NKE Nike, Inc. - Class B
+0.14%
+$6.8 
CDE Coeur Mining, Inc.
+0.13%
+$0.08 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$1.32 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.12%
+$27.84 
OGN Organon & Co.
+0.11%
+$0.01 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$21.76 
PFE Pfizer Inc.
+0.1%
+$49.44 
DGRO iShares Core Dividend Growth ETF
+0.08%
+$7.68 
CPRT Copart Inc.
+0.07%
+$4 
DLTR Dollar Tree, Inc.
+0.07%
+$27 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.06%
+$0.01 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$0.14 
ICE Intercontinental Exchange, Inc.
+0.04%
+$5.6 
TBLL Invesco Short Term Treasury ETF
+0.04%
+$9.18 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$5.66 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.04%
+$3.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$165.27 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$0.03 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$0.81 
VYMI Vanguard International High Dividend Yield Index Fund
+0.03%
+$37.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.02%
+$0.28 
AMGN Amgen Inc.
+0.02%
+$61.84 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$1.16 
APO Apollo Global Management, Inc.
+0.01%
+$0.65 
FIXX Homology Medicines Inc
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NIOBF NioCorp Developments Ltd.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
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 
CAPS Capstone Holding Corp.
-18.29%
-$1.33 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-15%
-$0.57 
CRWV CoreWeave, Inc.
-11.72%
-$1,633 
NBIS Nebius Group N.V.
-10.94%
-$103.03 
CIFR Cipher Mining Inc.
-10.56%
-$129.32 
IREN IREN Limited
-10.1%
-$125.87 
CITR General Enterprise Ventures Inc.
-9.83%
-$63.72 
AI C3.ai Inc.
-9.58%
-$32.62 
OPEN Opendoor Technologies Inc.
-9.48%
-$385 
CLSK CleanSpark, Inc.
-9.46%
-$34.52 
LCID Lucid Group, Inc.
-9.29%
-$0.97 
GCTS GCT Semiconductor, Inc.
-9.09%
-$1.6 
GLXY Galaxy Digital Inc. Class A Common Stock
-8.95%
-$26.12 
FTNT Fortinet Inc.
-8.13%
-$2,219.25 
PANW Palo Alto Networks, Inc.
-8.07%
-$7,801.29 
CRWD CrowdStrike Holdings, Inc.
-7.79%
-$84,842.28 
WULF TeraWulf Inc.
-7.49%
-$65.2 
TEM Tempus AI, Inc.
-7.46%
-$21.24 
PLTR Palantir Technologies Inc.
-7.34%
-$158,044.24 
BMNR Bitmine Immersion Technologies, Inc.
-7.04%
-$83.89 
XTIA XTI Aerospace Inc.
-6.89%
-$55.1 
BB BlackBerry Ltd.
-6.84%
-$59.5 
QUBT Quantum Computing Inc.
-6.8%
-$93 
PLUG Plug Power Inc.
-6.04%
-$4.41 
BKKT Bakkt Holdings, Inc.
-5.93%
-$35 
CLOU Global X Cloud Computing ETF
-5.79%
-$1,805.76 
CRCL Circle Internet Group, Inc.
-5.69%
-$9.9 
DJT Trump Media & Technology Group Corp.
-5.61%
-$1,080.66 
HRZN Horizon Technology Finance Corporation
-5.56%
-$53.3 
ACHR Archer Aviation Inc.
-5.5%
-$58.75 
NOW ServiceNow, Inc.
-5.46%
-$511.56 
SMR NuScale Power Corporation
-5.29%
-$869.37 
SNDK SanDisk Corporation
-5.26%
-$1,101.15 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.2%
-$7,279.14 
ARM Arm Holdings plc American Depositary Receipt
-5.02%
-$29,803.25 
ONDS Ondas Holdings Inc.
-4.96%
-$3.78 
INTC Intel Corporation
-4.91%
-$14,634.36 
BYND Beyond Meat Inc.
-4.88%
-$0.58 
ARKG ARK Genomic Revolution ETF
-4.87%
-$288 
AMD Advanced Micro Devices, Inc.
-4.83%
-$140,750.34 
RMBS Rambus Inc.
-4.74%
-$25,740 
DXYZ Destiny Tech100 Inc.
-4.72%
-$13.68 
HOOD Robinhood Markets, Inc.
-4.7%
-$513.45 
DUOL Duolingo, Inc.
-4.7%
-$1,015 
ORCL Oracle Corporation
-4.55%
-$12,803.04 
COIN Coinbase Global, Inc.
-4.5%
-$14,166.8 
ARKK ARK Innovation ETF Fund
-4.47%
-$132,246.07 
TRFK Pacer Data and Digital Revolution ETF
-4.44%
-$305.25 
HIMS Hims & Hers Health, Inc.
-4.39%
-$1.29 
QS QuantumScape Corp
-4.37%
-$23.12 
MU Micron Technology, Inc.
-4.28%
-$30,812.93 
TMC TMC the metals company Inc.
-4.21%
-$280.75 
SHOP Shopify Inc.
-4.13%
-$5,292 
MRVL Marvell Technology, Inc.
-4.1%
-$50,523.92 
ANET Arista Networks, Inc.
-4.03%
-$2,054.25 
ARTY iShares Future AI & Tech ETF
-3.98%
-$16,115.3 
CHRW C.H. Robinson Worldwide, Inc.
-3.97%
-$308.07 
SNPS Synopsys, Inc.
-3.93%
-$1,416.8 
CRDO Credo Technology Group Holding Ltd.
-3.89%
-$3,996.25 
SOUN SoundHound AI Inc.
-3.88%
-$3,040 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
-3.86%
-$4,487.49 
METCB Ramaco Resources Inc. Class B Common Stock
-3.85%
-$5.92 
UPST Upstart Holdings, Inc.
-3.84%
-$142.5 
DELL Dell Technologies Inc.
-3.82%
-$19,479.47 
META Meta Platforms Inc Class A
-3.8%
-$33,028.16 
GLW Corning Incorporated
-3.75%
-$18,414.08 
LRCX Lam Research Corporation
-3.73%
-$4,338.74 
ARKW ARK Next Generation Internet ETF
-3.69%
-$1,286.78 
AVGO Broadcom Inc.
-3.65%
-$12,756.11 
BLOK Amplify Transformational Data Sharing ETF
-3.64%
-$31.05 
HUM Humana Inc.
-3.62%
-$281.97 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.52%
-$7,083.45 
ACLS Axcelis Technologies, Inc.
-3.45%
-$8,839.26 
AMAT Applied Materials, Inc.
-3.45%
-$27,598.65 
ABR Arbor Realty Trust Inc.
-3.39%
-$61.18 
BCTK Baron Technology ETF
-3.37%
-$4,887.5 
RBA Rb Global Inc.
-3.29%
-$421.89 
JMIA Jumia Technologies AG
-3.27%
-$100 
OGIG ALPS O’Shares Global Internet Giants ETF
-3.22%
-$249.15 
DNN Denison Mines Corp.
-3.18%
-$750 
IGM iShares Expanded Tech Sector ETF
-3.16%
-$1,568.21 
CRM Salesforce Inc
-3.16%
-$210.6 
AIQ Global X Artificial Intelligence & Technology ETF
-3.14%
-$6,738.52 
QTUM Defiance Quantum ETF
-3.1%
-$3,753.2 
ARR Armour Residential REIT Inc.
-3.08%
-$359.52 
TSLA Tesla, Inc.
-3.07%
-$120,930 
NFLX Netflix, Inc.
-3.06%
-$1,942.5 
CPNG Coupang Inc.
-3.01%
-$222.5 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-2.99%
-$538.08 
ADBE Adobe Inc.
-2.98%
-$548.38 
NXE NexGen Energy Ltd.
-2.98%
-$255 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.97%
-$2.61 
SOXX iShares Semiconductor ETF
-2.94%
-$7,504.21 
GRAB Grab Holdings Limited
-2.83%
-$7.99 
METC Ramaco Resources, Inc.
-2.82%
-$235 
XYZ Block, Inc.
-2.81%
-$13.44 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.79%
-$167.72 
NOK Nokia Corporation Sponsored ADR
-2.77%
-$79.5 
BURL Burlington Stores Inc.
-2.77%
-$436.9 
XLK State Street Technology Select Sector SPDR ETF
-2.73%
-$5,676 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.7%
-$1,079.52 
MSFT Microsoft Corp.
-2.68%
-$32,420.72 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-2.63%
-$929.04 
VGT Vanguard Information Technology ETF
-2.62%
-$1,232.64 
RKT Rocket Companies, Inc. Class A
-2.62%
-$2.32 
FSLR First Solar, Inc.
-2.62%
-$2,340 
TTWO Take-Two Interactive Software, Inc.
-2.61%
-$229.32 
IWP iShares Russell Mid-Cap Growth ETF
-2.6%
-$2,624.13 
VERI Veritone, Inc.
-2.6%
-$7.2 
MP MP Materials Corp.
-2.54%
-$317.56 
FTC First Trust Large Cap Growth Fund
-2.47%
-$438.34 
IWO iShares Russell 2000 Growth ETF
-2.47%
-$231.52 
VRT Vertiv Holdings Co
-2.44%
-$10,531.5 
SCHW Charles Schwab Corporation
-2.44%
-$1,653.7 
SMH VanEck Semiconductor ETF
-2.44%
-$32,197.75 
ETHA iShares Ethereum Trust
-2.39%
-$397.1 
IDYA Ideaya Biosciences Inc.
-2.35%
-$397.5 
MTUM iShares MSCI USA Momentum Factor ETF
-2.34%
-$12,206.76 
ALB Albemarle Corporation
-2.3%
-$133.34 
EQIX Equinix, Inc.
-2.29%
-$685.2 
QQQ Invesco QQQ Trust, Series 1
-2.28%
-$126,375.8 
GOOGL Alphabet Inc
-2.26%
-$20,106.75 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.24%
-$769.86 
ARKX ARK Space & Defense Innovation ETF
-2.23%
-$119 
UFOX Defiance Connective Technologies ETF
-2.21%
-$1,077.58 
MGK Vanguard Mega Cap Growth ETF
-2.18%
-$6,174.72 
TYL Tyler Technologies Inc.
-2.17%
-$292.67 
LPLA LPL Financial Holdings Inc.
-2.15%
-$281.8 
BJ BJ's Wholesale Club Holdings, Inc.
-2.15%
-$137.64 
QQQI Neos NASDAQ-100 High Income ETF
-2.15%
-$5,546 
SPCX Space Exploration Technologies Corp. Class A
-2.14%
-$10,541.7 
LIT GLOBAL X LITHIUM & BATTERY T
-2.12%
-$63.94 
DX Dynex Capital Inc.
-2.11%
-$105.28 
CSCO Cisco Systems, Inc.
-2.11%
-$3,118.3 
GOOG Alphabet Inc
-2.1%
-$11,571 
IWF iShares Russell 1000 Growth ETF
-2.06%
-$10,001.92 
QQA Invesco QQQ Income Advantage ETF
-2.06%
-$290.15 
IWY iShares Russell Top 200 Growth ETF
-2.03%
-$27,128.88 
LULU lululemon athletica inc.
-2.02%
-$982 
VUG Vanguard Growth ETF
-2%
-$2,302.72 
NIO Nio Inc.
-2%
-$84.98 
DE Deere & Company
-2%
-$767.59 
CMG Chipotle Mexican Grill, Inc.
-2%
-$945.5 
BRK-B Berkshire Hathaway Inc.
-1.99%
-$8,786.4 
LYV Live Nation Entertainment, Inc.
-1.97%
-$850 
XLC Communication Services Select Sector SPDR Fund
-1.97%
-$137.33 
ECG Everus Construction Group, Inc.
-1.96%
-$420.48 
VXF Vanguard Extended Market ETF
-1.95%
-$13.5 
AMZN Amazon.com Inc
-1.94%
-$58,943.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.93%
-$6,939.11 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$8,235.15 
BITO ProShares Bitcoin ETF
-1.91%
-$2,072.07 
HL Hecla Mining Company
-1.9%
-$0.89 
UBER Uber Technologies, Inc.
-1.88%
-$1,541 
Q Qnity Electronics Inc.
-1.86%
-$318.89 
DGX Quest Diagnostics Inc.
-1.83%
-$214.87 
VEEV Veeva Systems Inc.
-1.83%
-$188.59 
GBTC Grayscale Bitcoin Trust ETF
-1.81%
-$2,029.75 
KEYS Keysight Technologies, Inc.
-1.81%
-$463.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.81%
-$2,680.32 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.79%
-$30,150.45 
PMT Pennymac Mortgage Investment Trust
-1.77%
-$185.62 
QCOM QUALCOMM Incorporated
-1.77%
-$2,822.39 
TMFC Motley Fool 100 Index ETF
-1.76%
-$440.2 
AVAV AeroVironment Inc.
-1.75%
-$217.15 
IQV IQVIA Holdings Inc.
-1.73%
-$192.7 
SPOT Spotify Technology S.A.
-1.71%
-$364.8 
IWM iShares Russell 2000 ETF
-1.71%
-$150.4 
DRIV Global X Autonomous & Electric Vehicles ETF
-1.69%
-$53.55 
FICO Fair Isaac Corporation
-1.68%
-$167.96 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.67%
-$400.75 
GLAD Gladstone Capital Corporation
-1.66%
-$17.63 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$1,541.55 
UNH UnitedHealth Group Incorporated
-1.6%
-$2,221.62 
SCHA Schwab U.S. Small-Cap ETF
-1.6%
-$365.04 
MORN Morningstar, Inc.
-1.6%
-$83.5 
XCEM Columbia EM Core ex-China ETF
-1.59%
-$2,154.36 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.54%
-$854.1 
PTY PIMCO Corporate & Income Opportunity Fund
-1.52%
-$33.49 
TGT Target Corporation
-1.5%
-$824.25 
CEG Constellation Energy Corporation
-1.5%
-$90.86 
DXCM DexCom, Inc.
-1.48%
-$65 
JQUA JPMorgan U.S. Quality Factor ETF
-1.48%
-$5,579.84 
TRU TransUnion
-1.47%
-$159.14 
GS The Goldman Sachs Group, Inc.
-1.47%
-$314.4 
BCAT BlackRock Capital Allocation Trust
-1.45%
-$40.09 
BKNG Booking Holdings Inc.
-1.44%
-$301.14 
VB Vanguard Small-Cap ETF
-1.44%
-$1,842.6 
SPEM SPDR Portfolio Emerging Markets ETF
-1.37%
-$1,685.67 
AKRE Akre Focus ETF
-1.37%
-$138.25 
IBM International Business Machines Corporation
-1.36%
-$2,416.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$11.06 
XLG Invesco S&P 500 Top 50 ETF
-1.34%
-$22.23 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.33%
-$58 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.33%
-$20.5 
EXPE Expedia Group, Inc.
-1.32%
-$384 
CCL Carnival Corporation Ltd.
-1.28%
-$34.34 
MSCI MSCI Inc.
-1.28%
-$271.76 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$674.88 
MGC Vanguard Mega Cap ETF
-1.25%
-$149.52 
ATRA Atara Biotherapeutics, Inc.
-1.24%
-$2.88 
IWR iShares Russell Mid-Cap ETF
-1.22%
-$450.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.22%
-$11,926.87 
ABNB Airbnb, Inc.
-1.22%
-$293.25 
KTOS Kratos Defense & Security Solutions, Inc.
-1.22%
-$0.99 
JIG JPMorgan International Growth ETF
-1.21%
-$28 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.21%
-$700.74 
IYY iShares Dow Jones U.S. ETF
-1.2%
-$21,931.4 
GPN Global Payments Inc.
-1.19%
-$200 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.19%
-$1,677.33 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.17%
-$139.32 
SPY SPDR S&P 500 ETF Trust
-1.16%
-$5,331.19 
LEN Lennar Corporation
-1.16%
-$104.4 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$140.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.15%
-$183.01 
OEF iShares S&P 100 ETF
-1.14%
-$888.8 
IVV iShares Core S&P 500 ETF
-1.14%
-$28,107.6 
VOO Vanguard S&P 500 ETF
-1.14%
-$8,094.2 
LI Li Auto Inc.
-1.13%
-$32.37 
PRU Prudential Financial, Inc.
-1.09%
-$660.4 
ODFL Old Dominion Freight Line, Inc.
-1.07%
-$198.94 
IJR iShares Core S&P Small-Cap ETF
-1.07%
-$965.79 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.05%
-$315.35 
MBC MasterBrand, Inc.
-1.02%
-$9.45 
GPIX S&P 500 Core Premium Income Fund
-1%
-$224 
SPYI NEOS S&P 500 High Income ETF
-0.98%
-$6.89 
NVDA NVIDIA Corporation
-0.97%
-$47,735.55 
BATL Battalion Oil Corporation
-0.97%
-$0.16 
JCI Johnson Controls International plc
-0.96%
-$138.22 
CFG Citizens Financial Group, Inc.
-0.96%
-$64.05 
CGDV Capital Group Dividend Value ETF
-0.96%
-$3,570.1 
FDX FedEx Corporation
-0.96%
-$130.18 
NVO Novo Nordisk A/S Sponsored ADR
-0.96%
-$806.25 
VSLU Applied Finance Valuation Large Cap ETF
-0.95%
-$62.7 
ARCC Ares Capital Corporation
-0.95%
-$643.86 
IWN iShares Russell 2000 Value ETF
-0.94%
-$77.61 
ECL Ecolab Inc.
-0.94%
-$164.1 
BN Brookfield Corporation
-0.92%
-$3.06 
NLY Annaly Capital Management, Inc.
-0.92%
-$268.26 
URI United Rentals, Inc.
-0.92%
-$365.94 
MDT Medtronic plc
-0.83%
-$77.91 
UMBF UMB Financial Corporation
-0.8%
-$8,227.8 
YUM Yum! Brands, Inc.
-0.77%
-$61.74 
INTL Main International ETF
-0.77%
-$23 
GILD Gilead Sciences Inc.
-0.75%
-$118 
PAYX Paychex Inc.
-0.74%
-$246 
IJS iShares S&P Small-Cap 600 Value ETF
-0.72%
-$4.7 
SDIV Global X SuperDividend ETF
-0.72%
-$187.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.7%
-$480.12 
IWS iShares Russell Mid-Cap Value ETF
-0.7%
-$59.16 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.69%
-$90.75 
REGN Regeneron Pharmaceuticals, Inc.
-0.69%
-$54.9 
VHT Vanguard Health Care ETF
-0.67%
-$199.29 
RDVY First Trust Rising Dividend Achievers ETF
-0.65%
-$4,532.32 
IP International Paper Company
-0.65%
-$265.1 
QUAL iShares MSCI USA Quality Factor ETF
-0.64%
-$2,757.22 
CACI Caci International Inc.
-0.64%
-$3.9 
ITB iShares U.S. Home Construction ETF
-0.63%
-$107.8 
SLV iShares Silver Trust
-0.63%
-$4.22 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.63%
-$131.25 
NDAQ Nasdaq, Inc.
-0.62%
-$138.21 
MCO Moody's Corporation
-0.62%
-$123 
HAS Hasbro Inc.
-0.61%
-$73.2 
DD DuPont de Nemours, Inc.
-0.61%
-$76 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$4,078.46 
FCX Freeport-McMoRan Inc.
-0.6%
-$134.82 
FDRR Fidelity Dividend ETF for Rising Rates
-0.58%
-$748 
VST Vistra Corp
-0.58%
-$1.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.57%
-$152.29 
EFG iShares MSCI EAFE Growth ETF
-0.57%
-$1,007.76 
CTVA Corteva Inc.
-0.54%
-$35.21 
CSX CSX Corporation
-0.53%
-$659.88 
WST West Pharmaceutical Services, Inc.
-0.53%
-$36.54 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.52%
-$171.21 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.51%
-$558.77 
UNP Union Pacific Corporation
-0.5%
-$124.7 
INSG Inseego Corp.
-0.48%
-$0.6 
KBR KBR Inc.
-0.47%
-$1.02 
GWW W.W. Grainger, Inc.
-0.44%
-$413 
IYH iShares U.S. Healthcare ETF
-0.44%
-$84.15 
BA Boeing Company
-0.44%
-$44.55 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
-0.42%
-$444.33 
REVS Columbia Research Enhanced Value ETF
-0.41%
-$20.58 
IWD iShares Russell 1000 Value ETF
-0.41%
-$819.52 
FBIN Fortune Brands Innovations Inc.
-0.4%
-$23.2 
SPHY SPDR Portfolio High Yield Bond ETF
-0.4%
-$347.76 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.39%
-$558 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.38%
-$22.05 
CVS CVS Health Corporation
-0.38%
-$33.95 
PAVE Global X U.S. Infrastructure Development ETF
-0.38%
-$82.8 
BAC Bank of America Corporation
-0.37%
-$412.3 
PFG Principal Financial Group, Inc.
-0.37%
-$44.8 
GLD SPDR Gold Shares
-0.36%
-$73.67 
IAU iShares Gold Trust
-0.36%
-$560.84 
LDOS Leidos Holdings Inc.
-0.35%
-$0.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$216.49 
JEPI JPMorgan Equity Premium Income Fund
-0.35%
-$7,052.6 
XLV Health Care Select Sector SPDR Fund
-0.35%
-$167.28 
HYBB iShares BB Rated Corporate Bond ETF
-0.33%
-$39.91 
SCHF Schwab International Equity ETF
-0.33%
-$180 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$97.6 
CWBC Community West Bancshares
-0.32%
-$129.63 
GEHC GE HealthCare Technologies Inc.
-0.31%
-$18.7 
ENBP Enb Financial Corp
-0.31%
-$450 
AXP American Express Company
-0.27%
-$288.14 
PSH PGIM Short Duration High Yield Fund
-0.27%
-$156.52 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$1,549.38 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$48.84 
DRS Leonardo DRS, Inc.
-0.25%
-$0.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.25%
-$77 
ELV Elevance Health, Inc.
-0.25%
-$51.84 
ADI Analog Devices, Inc.
-0.25%
-$69.69 
TSCO Tractor Supply Company
-0.24%
-$27.12 
PHM PulteGroup Inc.
-0.24%
-$15.93 
SNY Sanofi American Depositary Receipt
-0.24%
-$12.45 
DIS The Walt Disney Company
-0.23%
-$101.4 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$12.72 
EFA iShares MSCI EAFE ETF
-0.23%
-$51.84 
SCHV Schwab U.S. Large-Cap Value ETF
-0.22%
-$254.32 
KRE SPDR S&P Regional Banking ETF
-0.21%
-$180.9 
UNM Unum Group
-0.21%
-$53.01 
SBUX Starbucks Corporation
-0.19%
-$117.84 
XLI Industrial Select Sector SPDR Fund
-0.19%
-$15.68 
CCEF Calamos CEF Income & Arbitrage ETF
-0.19%
-$94.35 
WCN Waste Connections Inc.
-0.19%
-$55.49 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$756.99 
CAT Caterpillar Inc.
-0.17%
-$247.04 
IEFA iShares Core MSCI EAFE ETF
-0.17%
-$382.96 
IYG iShares U.S. Financial Services ETF
-0.16%
-$18.15 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.16%
-$33.77 
BMY Bristol-Myers Squibb Company
-0.16%
-$69.16 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$251.68 
AES AES Corporation
-0.13%
-$9.79 
MBB iShares MBS ETF
-0.13%
-$13.11 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$7.3 
XLF Financial Select Sector SPDR Fund
-0.13%
-$131.6 
ACN Accenture plc Class A
-0.12%
-$22.96 
GTO Invesco Total Return Bond ETF
-0.12%
-$130.24 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$36.12 
AME Ametek Inc.
-0.11%
-$22.68 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.1%
-$547.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$13.12 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$22.4 
PDX PIMCO Dynamic Income Strategy Fund
-0.1%
-$93.02 
JBND JPMorgan Active Bond ETF
-0.1%
-$196.61 
VNQ Vanguard Real Estate ETF
-0.1%
-$96.89 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$542.38 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.09%
-$78.62 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$95.1 
TLT iShares 20+ Year Treasury Bond ETF
-0.08%
-$17.55 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$876.82 
PTC PTC Inc.
-0.06%
-$4.73 
ABT Abbott Laboratories
-0.05%
-$16.55 
CMF iShares California Muni Bond ETF
-0.05%
-$9.03 
PYPL PayPal Holdings Inc
-0.04%
-$5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.03%
-$1.83 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$1.11 
WM Waste Management, Inc.
-0.02%
-$5.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$1.38 
MCD McDonald's Corporation
0%
-$0.89 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1532 | Longs Won 849/1532 55% | Profit Factor 3.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $77,705.14 |
| Average Win $18,252.24 | Best Trade (Oct 15) $1.97M | Sharpe Ratio -9.91 |
| Average Loss -$5,800.98 | Worst Trade (Oct 16) -$764,503.17 | Z-Score 1.27 (79.48%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $7,528.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $51,971 | - | $1,856.33 | 3.7% | 0.0 |
| 4643 46434V204 | 5,923 | $217,492.95 | $242,724 | - | $25,231.05 | 11.6% | 0.0 |
| 6516 651639AE6 | 3 | $296.33 | $281 | - | -$15.33 | -5.17% | 0.0 |
| 7220 72201R203 | 3,394 | $316,874.51 | $312,954 | - | -$3,920.51 | -1.24% | 0.0 |
| 9219 921937711 | 369 | $25,955.84 | $25,710 | - | -$245.84 | -0.95% | 0.0 |
| 9229 922908536 | 1,914 | $372,870.2 | $417,119 | - | $44,248.8 | 11.87% | 0.0 |
| AAPL Apple Inc. | 14,494 | $3.69M | $4.97M | - | $1.28M | 34.74% | +0.317% |
| ABBV AbbVie Inc. | 908 | $213,222.4 | $258,725.52 | - | $45,503.12 | 21.34% | +0.543% |
| ABNB Airbnb, Inc. | 138 | $18,729.36 | $23,757.39 | - | $5,028.03 | 26.85% | -1.219% |
| ABR Arbor Realty Trust Inc. | 644 | $7,534.15 | $1,742.02 | - | -$5,792.13 | -76.88% | -3.393% |
| ABT Abbott Laboratories | 331 | $43,206.35 | $34,632.53 | - | -$8,573.82 | -19.84% | -0.048% |
| ACHR Archer Aviation Inc. | 250 | $1,880 | $1,008.75 | - | -$871.25 | -46.34% | -5.504% |
| ACLS Axcelis Technologies, Inc. | 2,225 | $224,134.78 | $247,280.49 | - | $23,145.71 | 10.33% | -3.451% |
| ACN Accenture plc Class A | 82 | $20,002.65 | $18,420.48 | - | -$1,582.17 | -7.91% | -0.124% |
| ADBE Adobe Inc. | 73 | $25,750.75 | $17,823.53 | - | -$7,927.22 | -30.78% | -2.985% |
| ADI Analog Devices, Inc. | 69 | $17,025.74 | $27,802.86 | - | $10,777.12 | 63.3% | -0.25% |
| AES AES Corporation | 487 | $6,983.58 | $7,280.6 | - | $297.02 | 4.25% | -0.134% |
| AFL Aflac Inc. | 3,681 | $415,996.33 | $437,210.77 | - | $21,214.44 | 5.1% | +0.614% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $161,066.3, JPMorgan Equity Premium Income Fund - $147,599.21, VanEck Semiconductor ETF - $133,238.23, iShares Semiconductor ETF - $74,963.32, and Vanguard Growth ETF - $72,801.96. 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 $1.04M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $148,397.78, iShares Core Universal USD Bond ETF - $47,352.37, JPMorgan Nasdaq Equity Premium Income ETF - $35,455.36, Neos NASDAQ-100 High Income ETF - $27,342.36, and iShares Core U.S. Aggregate Bond ETF - $26,857.45. 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 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 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 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.
2026 © Marketlog. All Rights Reserved.
