SM
Sarah Moore Portfolio
Invests via BOS Asset Management LLC | Managed by Sarah Moore
Invests via BOS Asset Management LLC
Managed by Sarah Moore
Automatically Tracked
Sarah Moore Profile
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Investment Philosophy & Strategy
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
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:
78.21%
Gain -0.89%
Monthly
1.49%
Yearly
19.44%
Drawdown
19.2%
$424.98M
Equity
Holdings
$424.98M
Investment
$332.82M
$110.42M
Profit -$2.34M
Realized
$18.26M
Unrealized
$92.16M
Dividends
$24.6M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$2.34M
Win %
76%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$2.34M
Win %
76%
This Month
Compared to last month
Gain
-0.94%
Profit
-$4.02M
Win %
76%
This Year
Compared to last year
Gain
-0.33%
Profit
-$1.36M
Win %
76%
AJG Arthur J. Gallagher & Co.
+5.44%
+$11,876.63 
PLTR Palantir Technologies Inc.
+4.13%
+$16,072.66 
KR Kroger Co.
+3.76%
+$18,315 
NFLX Netflix, Inc.
+3.76%
+$14,980.68 
GOOGL Alphabet Inc
+3.08%
+$26,183.52 
GOOG Alphabet Inc
+2.97%
+$12,815.59 
META Meta Platforms Inc Class A
+2.91%
+$49,560.48 
IBM International Business Machines Corporation
+2.71%
+$12,837.02 
EXPE Expedia Group, Inc.
+2.38%
+$5,338.62 
MSFT Microsoft Corp.
+2.27%
+$82,747.23 
WMT Walmart Inc.
+2.27%
+$18,502.02 
T AT&T Inc.
+2.07%
+$16,617.45 
GM General Motors Company
+2.04%
+$13,461 
LLY Eli Lilly and Company
+2.04%
+$145,688.92 
MCD McDonald's Corporation
+1.96%
+$10,277.12 
ABBV AbbVie Inc.
+1.73%
+$3,827.28 
CL Colgate-Palmolive Company
+1.6%
+$12,090.22 
COST Costco Wholesale Corporation
+1.58%
+$10,468.2 
VHT Vanguard Health Care ETF
+1.41%
+$6,845.94 
VZ Verizon Communications Inc.
+1.4%
+$23,399.47 
RSG Republic Services, Inc.
+1.33%
+$8,036.82 
KO The Coca-Cola Company
+1.1%
+$4,118.62 
LOW Lowe's Companies Inc.
+1.06%
+$2,335.2 
HD The Home Depot, Inc.
+1%
+$11,979.97 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$10,919.48 
ABT Abbott Laboratories
+0.87%
+$2,243.69 
FSK FS KKR Capital Corp.
+0.8%
+$1,197.95 
DE Deere & Company
+0.69%
+$2,023.04 
URI United Rentals, Inc.
+0.65%
+$4,357.54 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$3,253.13 
MA Mastercard Incorporated
+0.61%
+$5,110.42 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$2,107.14 
JNJ Johnson & Johnson
+0.58%
+$2,851.94 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$1,474.98 
AAPL Apple Inc.
+0.54%
+$52,291.56 
PG Procter & Gamble Co
+0.52%
+$3,244.99 
PFG Principal Financial Group, Inc.
+0.48%
+$1,047.29 
SOVF Sovereign's Capital Flourish Fund
+0.47%
+$8,060.14 
MRK Merck & Co., Inc.
+0.44%
+$3,109.1 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,165.6 
GD General Dynamics Corporation
+0.36%
+$4,160.36 
FDX FedEx Corporation
+0.27%
+$655.2 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$32,913.54 
UNP Union Pacific Corporation
+0.18%
+$414.01 
DBA Invesco DB Agriculture Fund
+0.16%
+$381.69 
EWU iShares MSCI United Kingdom ETF
+0.16%
+$378.23 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.12%
+$436.14 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$683.24 
UNM Unum Group
+0.07%
+$572.81 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$6,498.66 
SIXH ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
+0.06%
+$162.75 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$3,153.65 
BHF Brighthouse Financial Inc.
+0.04%
+$82.58 
YEAR AB Ultra Short Income ETF
+0.04%
+$18,861.18 
TIP iShares TIPS Bond ETF
+0.03%
+$347.27 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$5,586.02 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$490.89 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$57.06 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$24.2 
LNC Lincoln National Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
EVSD Eaton Vance Short Duration Income Fund
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 
HPE Hewlett Packard Enterprise Company
-10.16%
-$39,084.14 
GEV GE Vernova Inc.
-8.66%
-$59,190.61 
LRCX Lam Research Corporation
-7.91%
-$127,440 
ETN Eaton Corporation plc
-7.5%
-$26,636.5 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$47,293.96 
KLAC KLA Corporation
-6.58%
-$110,139.48 
BAC Bank of America Corporation
-5.3%
-$31,567.55 
INTC Intel Corporation
-5.3%
-$90,149.33 
AVGO Broadcom Inc.
-4.79%
-$100,542.54 
DLR Digital Realty Trust, Inc.
-4.78%
-$11,284.02 
MU Micron Technology, Inc.
-4.76%
-$166,101.69 
ORCL Oracle Corporation
-4.42%
-$52,927.39 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.38%
-$81,509.31 
CAT Caterpillar Inc.
-4.15%
-$172,125.41 
GS The Goldman Sachs Group, Inc.
-3.97%
-$10,386.07 
AMD Advanced Micro Devices, Inc.
-3.9%
-$76,130.43 
GDX VanEck Gold Miners ETF
-3.09%
-$9,152.99 
NVDA NVIDIA Corporation
-2.85%
-$234,582.37 
B BARRICK MINING CORP Common Stock (ABR0)
-2.84%
-$105,677.76 
XME SPDR S&P Metals & Mining ETF
-2.73%
-$44,053.74 
BAC-PL Bank of America Corporation
-2.48%
-$20,407.92 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$5,347.98 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.3%
-$75,355.05 
GE General Electric Company
-1.98%
-$18,187.86 
VPL Vanguard FTSE Pacific ETF
-1.96%
-$6,632.88 
TXN Texas Instruments Inc
-1.96%
-$7,204.62 
IHD Voya Emerging Markets High Dividend Equity Fund
-1.96%
-$4,695 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$19,422.83 
FWD AB Disruptors ETF
-1.88%
-$136,317.6 
IDE Voya Infrastructure, Industrials and Materials Fund
-1.77%
-$2,250 
SIVR abrdn Physical Silver Shares ETF
-1.74%
-$13,119.26 
JPM JPMorgan Chase & Co.
-1.72%
-$88,367.02 
SLV iShares Silver Trust
-1.69%
-$21,558.04 
CSCO Cisco Systems, Inc.
-1.65%
-$25,476.35 
CEF Sprott Physical Gold and Silver Trust
-1.53%
-$28,549.8 
C Citigroup Inc.
-1.47%
-$9,006.64 
TSLA Tesla, Inc.
-1.4%
-$8,151.04 
GLD SPDR Gold Shares
-1.35%
-$33,063.84 
IGLD FT Vest Gold Strategy Target Fund
-1.34%
-$10,178.77 
SGOL abrdn Physical Gold Shares ETF
-1.34%
-$31,056.69 
RTX RTX Corporation
-1.32%
-$3,138.75 
VDE Vanguard Energy ETF
-1.3%
-$7,527.48 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$6,353.78 
VPU Vanguard Utilities ETF
-1.28%
-$8,480.16 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.28%
-$5,337.45 
VGT Vanguard Information Technology ETF
-1.24%
-$21,755.24 
AMZN Amazon.com Inc
-1.22%
-$21,097.66 
IDU iShares U.S. Utilities ETF
-1.17%
-$22,803.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$63,369.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$11,218 
XLE Energy Select Sector SPDR Fund
-1.13%
-$82,641.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$2,419.18 
ICVT iShares Convertible Bond ETF
-1.1%
-$2,813.58 
SCHF Schwab International Equity ETF
-1.1%
-$3,713.8 
QCOM QUALCOMM Incorporated
-0.99%
-$2,559.34 
CVX Chevron Corporation
-0.94%
-$17,834.71 
WFC-PL Wells Fargo & Company
-0.88%
-$6,487.91 
HWM Howmet Aerospace Inc.
-0.87%
-$1,744 
XOM Exxon Mobil Corporation
-0.85%
-$23,258.34 
MSIF MSC Income Fund Inc.
-0.84%
-$5,805.45 
XLB Materials Select Sector SPDR Fund
-0.83%
-$16,381.62 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$4,304.66 
DVN Devon Energy Corporation
-0.83%
-$19,075.06 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$1,693.77 
FNDF Schwab Fundamental International Large Company Index ETF
-0.78%
-$6,240.94 
VGK Vanguard FTSE Europe ETF
-0.73%
-$4,405.5 
AMLP Alerian MLP ETF
-0.7%
-$10,188.75 
TTE TotalEnergies SE
-0.69%
-$4,087.44 
FLJP Franklin FTSE Japan ETF
-0.67%
-$2,457.84 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1,457.02 
COP ConocoPhillips
-0.66%
-$1,805.46 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$32,035.17 
VT Vanguard Total World Stock ETF
-0.62%
-$3,685 
LIN Linde plc
-0.62%
-$1,716.26 
DFAW Dimensional World Equity ETF
-0.61%
-$4,517.76 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$2,504.01 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$5,727.85 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$1,911.33 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$4,096.38 
VNQ Vanguard Real Estate ETF
-0.55%
-$27,313.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$3,501.96 
IGD Voya Global Equity Dividend Fund
-0.55%
-$1,083.6 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$64,146.6 
AIQ Global X Artificial Intelligence & Technology ETF
-0.55%
-$5,964 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,770.97 
ES Eversource Energy
-0.51%
-$5,611.55 
F Ford Motor Company
-0.5%
-$2,337.79 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.49%
-$984.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.49%
-$1,316.48 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$2,932.3 
VTV Vanguard Value ETF
-0.46%
-$10,722.3 
DFSV Dimensional US Small Cap Value ETF
-0.45%
-$56,496.24 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$70,610.62 
GRMN Garmin Ltd.
-0.43%
-$2,779.8 
VO Vanguard Mid-Cap ETF
-0.43%
-$8,662.5 
SO The Southern Company
-0.43%
-$2,042.62 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$1,241.55 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$850.82 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$2,316.76 
USB U.S. Bancorp
-0.37%
-$21,275.49 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$967.2 
DFIV Dimensional International Value ETF
-0.37%
-$2,319.42 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$8,697.94 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$5,783.76 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$55,962.35 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,281.48 
IDV iShares International Select Dividend ETF
-0.33%
-$855.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$8,025.7 
IVV iShares Core S&P 500 ETF
-0.32%
-$16,672.91 
VB Vanguard Small-Cap ETF
-0.32%
-$10,806.72 
EPD Enterprise Products Partners L.P.
-0.31%
-$765 
OEF iShares S&P 100 ETF
-0.29%
-$1,239.84 
FSCO FS Credit Opportunities Corp.
-0.29%
-$503.06 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$555.52 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.27%
-$3,233.39 
IWM iShares Russell 2000 ETF
-0.19%
-$857.85 
BX Blackstone Inc.
-0.19%
-$529.42 
ISPY ProShares S&P High Income ETF
-0.19%
-$1,286.55 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$540.8 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.18%
-$9,463.65 
BBDC Barings BDC Inc.
-0.17%
-$150.68 
XHB SPDR S&P Homebuilders ETF
-0.16%
-$308.96 
VUG Vanguard Growth ETF
-0.16%
-$1,633.76 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$1,734.59 
BINC iShares Flexible Income Active ETF
-0.13%
-$4,900.94 
OKE ONEOK, Inc.
-0.12%
-$481.92 
IDHQ Invesco S&P International Developed Quality ETF
-0.1%
-$10,773.36 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$150.54 
MBB iShares MBS ETF
-0.05%
-$781.97 
SUSL iShares ESG MSCI USA Leaders ETF
-0.05%
-$186.68 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,564.93 
SYSB iShares Systematic Bond ETF
-0.04%
-$193.98 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$371.36 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$63.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$697.62 
FBND Fidelity Total Bond ETF
-0.01%
-$851.39 
GTO Invesco Total Return Bond ETF
-0.01%
-$814.49 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$573.14 Events
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Dividends
Dividend Analysis
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| Trades 1854 | Longs Won 1360/1854 73% | Profit Factor 11.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,369.35 |
| Average Win $89,224.89 | Best Trade (Sep 04) $7.32M | Sharpe Ratio -9.56 |
| Average Loss -$22,117.88 | Worst Trade (Sep 14) -$1.73M | Z-Score 13.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $59,557.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,213 | $3.92M | $9.76M | - | $5.83M | 148.66% | +0.539% |
| ABBV AbbVie Inc. | 862 | $187,476.22 | $225,464.72 | - | $37,988.5 | 20.26% | +1.727% |
| ABT Abbott Laboratories | 2,521 | $275,364.74 | $259,259.64 | - | -$16,105.1 | -5.85% | +0.873% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 315,365 | $6.56M | $6.53M | - | -$28,382.5 | -0.43% | +0.048% |
| AIQ Global X Artificial Intelligence & Technology ETF | 17,040 | $843,556.17 | $1.08M | - | $240,699.03 | 28.53% | -0.547% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 30,570 | $4.02M | $3.2M | - | -$820,327.72 | -20.38% | -2.298% |
| AJG Arthur J. Gallagher & Co. | 908 | $208,450 | $230,087.2 | - | $21,637.2 | 10.38% | +5.443% |
| AMD Advanced Micro Devices, Inc. | 3,781 | $553,019.02 | $1.88M | - | $1.32M | 239.11% | -3.901% |
| AMLP Alerian MLP ETF | 26,125 | $1.34M | $1.45M | - | $107,589.55 | 8.01% | -0.698% |
| AMZN Amazon.com Inc | 6,719 | $798,872.14 | $1.7M | - | $905,335.02 | 113.33% | -1.223% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,115 | $205,273 | $202,478.57 | - | -$2,794.43 | -1.36% | -0.274% |
| ASML ASML Holding N.V. New York Registry Shares | 401 | $413,632.27 | $633,724.36 | - | $220,092.09 | 53.21% | -6.945% |
| AVGO Broadcom Inc. | 5,805 | $1.04M | $2M | - | $964,637.79 | 93.1% | -4.785% |
| B BARRICK MINING CORP Common Stock (ABR0) | 85,224 | $1.77M | $3.62M | - | $1.84M | 103.84% | -2.839% |
| BAC Bank of America Corporation | 9,494 | $314,608.96 | $563,611.31 | - | $249,002.35 | 79.15% | -5.304% |
| BAC-PL Bank of America Corporation | 633 | $757,169 | $800,745 | - | $43,576 | 5.76% | -2.485% |
| BBDC Barings BDC Inc. | 10,045 | $95,827 | $87,943.97 | - | -$7,883.03 | -8.23% | -0.171% |
| BHF Brighthouse Financial Inc. | 4,129 | $221,207.03 | $206,986.77 | - | -$14,220.26 | -6.43% | +0.04% |
| BINC iShares Flexible Income Active ETF | 75,399 | $3.97M | $3.86M | - | -$110,510.77 | -2.78% | -0.127% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 11,861 | $421,876.72 | $413,118.63 | - | -$8,758.09 | -2.08% | -1.276% |
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FAQ
Which stocks have generated the highest profits for Sarah Moore?
The largest contributions to the portfolio's profits come from the following stocks: AB Ultra Short Income ETF - $4.94M, iShares Core S&P 500 ETF - $2.12M, SPDR S&P 500 ETF Trust - $1.93M, NVIDIA Corporation - $1.68M, and Micron Technology, Inc - $1.56M. 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: Clearwater Paper Corporation - $251,528.04, Pfizer Inc - $193,095.13, Meritage Homes Corporation - $192,297.52, Taiwan Semiconductor Manufacturing Company Limited - $129,449.42, and Owens Corning - $120,253.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.6M earned over time. The largest contributors to dividend income include AB Ultra Short Income ETF - $4.89M, iShares 20+ Year Treasury Bond ETF - $2M, iShares Preferred and Income Securities ETF - $1.08M, JPMorgan Ultra-Short Income ETF - $684,240.9, and PGIM Ultra Short Bond ETF - $648,828.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Moore's monthly returns?
Sarah Moore'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 Sarah Moore's strategy be considered aggressive or moderate?
Sarah Moore'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 Sarah Moore's strategy?
Sarah Moore'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.
