Victoria Latham Portfolio
Invests via Fiduciary Alliance LLC | Managed by Greg Towner, Gina Rose Salamin
Invests via Fiduciary Alliance LLC
Managed by Greg Towner, Gina Rose Salamin
Automatically Tracked
Victoria Latham Profile
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
Investment Philosophy & Strategy
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
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:
105.01%
Gain -0.38%
Monthly
1.61%
Yearly
21.13%
Drawdown
25.84%
$1.33B
Equity
Holdings
$1.33B
Investment
$1.08B
$448.08M
Profit -$3.38M
Realized
$198.54M
Unrealized
$249.54M
Dividends
$59.35M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$3.38M
Win %
71%
This Week
Compared To Last Week
Gain
0.13%
Profit
$1.68M
Win %
71%
This Month
Compared to last month
Gain
1.21%
Profit
$15.9M
Win %
71%
This Year
Compared to last year
Gain
0.01%
Profit
-$244,494.03
Win %
69%
PANW Palo Alto Networks, Inc.
+6.75%
+$129,870 
CRWD CrowdStrike Holdings, Inc.
+6.72%
+$256,351.86 
ZS Zscaler Inc.
+6.61%
+$23,422.81 
NOV NOV Inc.
+5.78%
+$20,927.48 
TRGP Targa Resources Corp.
+4.48%
+$25,829.26 
COP ConocoPhillips
+4.15%
+$613,682.12 
GH Guardant Health, Inc.
+3.95%
+$49,607.32 
OUST Ouster Inc.
+3.86%
+$6,777 
FCG First Trust Natural Gas ETF
+3.85%
+$125,148.76 
EOG EOG Resources, Inc.
+3.77%
+$17,385.29 
AMT American Tower Corporation
+3.29%
+$19,201.78 
MU Micron Technology Inc.
+3.12%
+$51,415.58 
P Everpure Inc. Class A Common Stock
+3.04%
+$52,091.73 
CIBR First Trust Nasdaq Cybersecurity ETF
+3.03%
+$188,417.01 
TTE TotalEnergies SE
+2.88%
+$6,198.92 
VDE Vanguard Energy ETF
+2.82%
+$27,899.35 
XLE State Street Energy Select Sector SPDR ETF
+2.76%
+$60,452.11 
CVX Chevron Corporation
+2.7%
+$111,475.98 
LMT Lockheed Martin Corporation
+2.7%
+$101,490.19 
KMI Kinder Morgan Inc.
+2.68%
+$287,375.51 
BP BP Plc Sponsored ADR
+2.64%
+$7,174.21 
XOM ExxonMobil Holdings Corporation
+2.5%
+$334,141.6 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.33%
+$10,277.67 
MLPX Global X MLP & Energy Infrastructure ETF
+2.33%
+$173,576.48 
ISRG Intuitive Surgical Inc.
+2.32%
+$8,124.27 
HONA Honeywell Aerospace Inc.
+2.23%
+$5,480.98 
SPCX Space Exploration Technologies Corp. Class A
+2.18%
+$16,972.36 
CDNS Cadence Design Systems, Inc.
+2.13%
+$17,093.49 
EQT EQT Corporation
+2.06%
+$48,989.25 
CTA Simplify Managed Futures Strategy ETF
+2.03%
+$93,659.4 
WMB The Williams Companies, Inc.
+1.99%
+$34,319.93 
EPD Enterprise Products Partners L.P.
+1.94%
+$8,857.96 
TXN Texas Instruments Inc.
+1.89%
+$166,373.9 
ET Energy Transfer LP
+1.87%
+$16,515.33 
AMD Advanced Micro Devices Inc.
+1.87%
+$47,125.13 
CRK Comstock Resources, Inc.
+1.75%
+$4,639.81 
DELL Dell Technologies Inc. Class C Common Stock
+1.67%
+$7,736.53 
ORCL Oracle Corporation
+1.6%
+$21,234.96 
APH Amphenol Corp. Class A Common Stock
+1.59%
+$28,112.6 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.56%
+$7,858.5 
INTC Intel Corporation
+1.56%
+$8,720.22 
ALB Albemarle Corporation
+1.54%
+$2,887.17 
FCX Freeport-McMoRan Inc.
+1.42%
+$82,880.04 
CSCO Cisco Systems, Inc.
+1.32%
+$32,545.46 
TDY Teledyne Technologies Incorporated
+1.31%
+$9,271.49 
NUE Nucor Corporation
+1.21%
+$10,788.96 
ADI Analog Devices, Inc.
+1.19%
+$15,583.67 
QCOM QUALCOMM Incorporated
+1.18%
+$11,552.52 
LITE Lumentum Holdings Inc.
+1.17%
+$2,910.61 
ILF iShares Latin America 40 ETF
+1.13%
+$45,840.06 
ANET Arista Networks Inc.
+1.09%
+$4,067.8 
PHM PulteGroup, Inc.
+1.08%
+$2,948.94 
AMAT Applied Materials Inc.
+1.08%
+$29,475.91 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.05%
+$3,961.39 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.04%
+$32,533.58 
NANR State Street SPDR S&P North American Natural Resources ETF
+1%
+$64,011.73 
GNR State Street SPDR S&P Global Natural Resources ETF
+1%
+$14,988 
FBNC First Bancorp
+0.98%
+$6,234.37 
COHR Coherent Corp.
+0.97%
+$1,799.82 
SOXX iShares Semiconductor ETF
+0.92%
+$3,495.24 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.92%
+$27,223.91 
EMR Emerson Electric Co.
+0.91%
+$13,583.84 
GLW Corning Incorporated
+0.91%
+$16,817.79 
HALO Halozyme Therapeutics Inc.
+0.9%
+$4,166.76 
SMH VanEck Semiconductor ETF
+0.89%
+$19,485.86 
ABT Abbott Laboratories
+0.84%
+$12,962.02 
ASML ASML Holding N.V. NY Registered Shares
+0.83%
+$31,108.9 
SDIV Global X SuperDividend ETF
+0.82%
+$2,945.86 
QTUM Defiance Quantum ETF
+0.8%
+$6,432.48 
NOW ServiceNow Inc.
+0.77%
+$3,985.74 
ROK Rockwell Automation Inc.
+0.73%
+$4,958.8 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$12,714.8 
VGT Vanguard Information Technology ETF
+0.65%
+$22,340.15 
MSFT Microsoft Corporation Common Stock
+0.64%
+$263,268.46 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.59%
+$2,960.68 
MOO VanEck Agribusiness ETF
+0.58%
+$29,398.03 
IYW iShares U.S. Technology ETF
+0.56%
+$2,322.47 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.53%
+$45,189.6 
BA The Boeing Company
+0.48%
+$6,071.4 
IBM International Business Machines Corporation
+0.45%
+$8,652.6 
AIQ Global X Artificial Intelligence & Technology ETF
+0.45%
+$12,076.68 
AVGO Broadcom Inc.
+0.45%
+$25,443.33 
SHOP Shopify Inc.
+0.4%
+$964.8 
SYK Stryker Corp.
+0.34%
+$4,212.65 
PWR Quanta Services, Inc.
+0.29%
+$8,912.84 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.28%
+$4,545.72 
HUM Humana Inc.
+0.28%
+$7,532.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.28%
+$2,634.87 
BIBL Inspire 100 ETF
+0.27%
+$3,048.08 
DFAE Dimensional Emerging Core Equity Market ETF
+0.26%
+$488.11 
AMCR Amcor plc
+0.26%
+$1,196.88 
SVOL Simplify Volatility Premium ETF
+0.24%
+$479.64 
LRCX Lam Research Corp.
+0.23%
+$1,730.73 
ARKK ARK Innovation ETF
+0.23%
+$1,152.16 
CMI Cummins Inc.
+0.23%
+$1,181.64 
TMDX TransMedics Group, Inc.
+0.23%
+$567.11 
AAP Advance Auto Parts Inc.
+0.23%
+$714.11 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.22%
+$3,182.67 
IAT iShares U.S. Regional Banks ETF
+0.22%
+$773.5 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$16,008.7 
NXG NXG NextGen Infrastructure Income Fund
+0.2%
+$371.34 
RF Regions Financial Corp.
+0.19%
+$421.57 
QQH HCM Defender 100 Index ETF
+0.17%
+$1,329.07 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.17%
+$1,314.78 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.16%
+$7,522.75 
QQQM Invesco NASDAQ 100 ETF
+0.15%
+$1,353.15 
SBAR Simplify Barrier Income ETF
+0.14%
+$771.86 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.14%
+$1,513.38 
MSI Motorola Solutions, Inc.
+0.13%
+$1,584.72 
IBIT iShares Bitcoin Trust ETF
+0.13%
+$694.8 
SPMO Invesco S&P 500 Momentum ETF
+0.13%
+$1,747.08 
ABBV AbbVie Inc.
+0.13%
+$12,157.56 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$1,775.04 
DE Deere & Company
+0.11%
+$3,965.75 
CME CME Group Inc. Class A Common Stock
+0.1%
+$241.79 
IALT iShares Systematic Alternatives Active ETF
+0.08%
+$1,062.22 
BDVG iMGP Berkshire Dividend Growth ETF
+0.07%
+$512.14 
TFC Truist Financial Corporation
+0.05%
+$404.57 
FEM First Trust Emerging Markets AlphaDEX Fund
+0.05%
+$2,310.3 
PAAA PGIM AAA CLO ETF
+0.05%
+$2,746.37 
BOXX Alpha Architect 1-3 Month Box ETF
+0.04%
+$270.5 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$188.32 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$4,893.28 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,701.45 
PDI Pimco Dynamic Income Fund
+0.04%
+$125.72 
BUYW Main BuyWrite ETF
+0.03%
+$52.88 
NDAQ Nasdaq, Inc. Common Stock
+0.03%
+$734.28 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.03%
+$1,562.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$139.01 
PTL Inspire 500 ETF
+0.02%
+$419.15 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$997.65 
BNDX Vanguard Total International Bond ETF
+0.01%
+$114.35 
STX Seagate Technology Holdings plc
+0.01%
+$33.07 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
EAGL Eagle Capital Select Equity ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 PIEQ
PIEQ
0%
$0 VUSV
VUSV
0%
$0 VDIG
VDIG
0%
$0 VUSG
VUSG
0%
$0 
T AT&T Inc.
-6.62%
-$111,750.76 
TMUS T-Mobile US Inc.
-6.14%
-$13,103.99 
DG Dollar General Corp.
-5.97%
-$25,893.96 
ACN Accenture plc
-4.5%
-$21,468.96 
PARR Par Pacific Holdings Inc.
-4%
-$14,095.15 
AXP American Express Company
-3.85%
-$128,413.95 
CL Colgate-Palmolive Co.
-3.62%
-$13,491.66 
STRL Sterling Infrastructure, Inc.
-3.57%
-$11,606.31 
YUM Yum! Brands, Inc.
-3.51%
-$15,486.9 
TGT Target Corp.
-3.43%
-$8,701.7 
GGG Graco Inc.
-3.26%
-$17,517.26 
MBGL Mobility Global Inc.
-3.21%
-$26,694.72 
GPN Global Payments Inc.
-3.21%
-$15,017.5 
CLS Celestica Inc.
-3.13%
-$8,413.15 
LLY Eli Lilly and Company
-3.13%
-$468,254.78 
HD The Home Depot, Inc.
-3.09%
-$277,019.78 
ATI ATI Inc.
-3.08%
-$7,913.22 
CRS Carpenter Technology Corporation
-3.04%
-$51,157.26 
RPM RPM International Inc.
-3.01%
-$27,683.82 
LOW Lowe's Companies, Inc.
-2.94%
-$44,586 
CHTR Charter Communications Inc. Class A Common Stock
-2.94%
-$12,608.32 
MDLN Medline Inc. Class A Common Stock
-2.84%
-$10,716.75 
PRU Prudential Financial, Inc.
-2.81%
-$6,663.3 
F Ford Motor Co.
-2.81%
-$15,803.96 
WDC Western Digital Corp.
-2.78%
-$5,234.88 
EXPE Expedia Group Inc.
-2.71%
-$31,306.46 
CASY Casey's General Stores, Inc.
-2.71%
-$128,389.99 
WRB W. R. Berkley Corporation
-2.67%
-$14,618.74 
MFC Manulife Financial Corporation
-2.61%
-$10,178.07 
KO The Coca-Cola Company
-2.58%
-$39,886.39 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.52%
-$12,378.62 
INTU Intuit Inc.
-2.52%
-$54,794.42 
CSTM Constellium SE Class A Ordinary Shares
-2.5%
-$5,250 
CTVA Corteva Inc.
-2.49%
-$1,000.96 
RGLD Royal Gold, Inc.
-2.48%
-$7,571.13 
VFC VF Corporation
-2.43%
-$9,725.27 
GIS General Mills Inc.
-2.43%
-$6,823.76 
PEP PepsiCo, Inc.
-2.43%
-$53,906.52 
CAT Caterpillar Inc.
-2.32%
-$51,766.1 
KMB Kimberly-Clark Corporation
-2.31%
-$7,701.96 
NKE Nike, Inc. Class B Common Stock
-2.3%
-$6,401.12 
UBER Uber Technologies Inc.
-2.27%
-$17,387.75 
BMY Bristol-Myers Squibb Company
-2.27%
-$12,910.04 
TIGO Millicom International Cellular S.A.
-2.26%
-$5,720.46 
EFX Equifax Inc.
-2.17%
-$15,894.9 
AFL Aflac Incorporated
-2.1%
-$7,946.29 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.07%
-$10,224.42 
MO Altria Group, Inc.
-2.05%
-$29,424.72 
PG The Procter & Gamble Company
-2.03%
-$27,002.66 
GE General Electric Company
-2.02%
-$20,234.56 
BLK BlackRock, Inc.
-1.99%
-$12,805.73 
BABA Alibaba Group Holding Ltd. ADR
-1.98%
-$8,463.8 
MCD McDonald's Corporation
-1.98%
-$36,430 
MCO Moody's Corporation
-1.97%
-$12,796.96 
ADBE Adobe Inc.
-1.95%
-$5,776.31 
FSCO FS Credit Opportunities Corp.
-1.95%
-$1,673.1 
NSC Norfolk Southern Corp.
-1.9%
-$19,063.34 
WY Weyerhaeuser Co.
-1.89%
-$40,042.5 
CB Chubb Limited
-1.87%
-$7,504.63 
ALL The Allstate Corporation
-1.85%
-$4,992.01 
GM General Motors Co.
-1.84%
-$3,849.62 
UNH UnitedHealth Group Inc.
-1.82%
-$119,172.78 
MA Mastercard Inc. Class A Common Stock
-1.81%
-$125,332.8 
HLT Hilton Worldwide Holdings Inc.
-1.77%
-$4,248.15 
GNL Global Net Lease, Inc.
-1.72%
-$3,394.87 
VMC Vulcan Materials Co.
-1.7%
-$8,864.64 
WPC W. P. Carey Inc.
-1.7%
-$28,639.72 
KR The Kroger Co.
-1.69%
-$7,216.94 
JNJ Johnson & Johnson
-1.68%
-$280,067.62 
XEL Xcel Energy Inc.
-1.65%
-$8,937.5 
COF Capital One Financial Corp.
-1.62%
-$36,989.36 
HRL Hormel Foods Corporation
-1.61%
-$7,036.62 
VZ Verizon Communications Inc.
-1.61%
-$19,430.41 
MS Morgan Stanley Common Stock
-1.61%
-$209,636.08 
FDX FedEx Corp.
-1.59%
-$13,438.19 
RTX RTX Corporation
-1.57%
-$54,177.48 
NNN NNN REIT, Inc.
-1.57%
-$3,377.88 
MRK Merck & Co., Inc.
-1.53%
-$36,252.82 
FDUS Fidus Investment Corporation
-1.53%
-$3,505.78 
MDXG MiMedx Group, Inc.
-1.53%
-$846 
AMGN Amgen Inc. Common Stock
-1.52%
-$172,824.18 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.52%
-$5,383.01 
DASH DoorDash, Inc. Class A Common Stock
-1.52%
-$10,315.56 
UNFI United Natural Foods Inc.
-1.5%
-$4,094.57 
BAX Baxter International Inc.
-1.48%
-$9,010.94 
XBI State Street SPDR S&P Biotech ETF
-1.47%
-$133,452.12 
AHR American Healthcare REIT, Inc.
-1.45%
-$4,306.68 
MAR Marriott International, Inc. Class A Common Stock
-1.44%
-$15,627.05 
GDX VanEck Gold Miners ETF
-1.42%
-$4,101.76 
WMT Walmart Inc.
-1.41%
-$141,324.66 
UNP Union Pacific Corp.
-1.4%
-$9,763.6 
AEP American Electric Power Company, Inc.
-1.38%
-$9,064.8 
XRAY Dentsply Sirona Inc.
-1.37%
-$1,419.47 
PFE Pfizer Inc.
-1.36%
-$78,113.37 
SBUX Starbucks Corp.
-1.33%
-$18,015.92 
TJX The TJX Companies, Inc.
-1.33%
-$30,716.96 
JPM JPMorgan Chase & Co.
-1.28%
-$366,079.32 
COST Costco Wholesale Corp
-1.27%
-$95,833.79 
WEC WEC Energy Group Inc.
-1.26%
-$19,003.45 
URI United Rentals Inc.
-1.26%
-$11,885.42 
V Visa Inc. Class A
-1.25%
-$30,208.31 
TRV The Travelers Companies, Inc.
-1.23%
-$4,166.65 
XLV State Street Health Care Select Sector SPDR ETF
-1.22%
-$7,268.28 
VHT Vanguard Health Care ETF
-1.21%
-$5,673.58 
HL Hecla Mining Company
-1.21%
-$1,700 
NFLX Netflix Inc.
-1.19%
-$13,921.6 
XLF State Street Financial Select Sector SPDR ETF
-1.19%
-$6,476.62 
GSK GSK plc ADR
-1.18%
-$6,555.18 
AA Alcoa Corporation
-1.18%
-$10,467.04 
VFH Vanguard Financials Index Fund ETF Shares
-1.18%
-$3,393.9 
NI NiSource Inc.
-1.17%
-$4,326.33 
SLV iShares Silver Trust
-1.15%
-$6,094.65 
NLY Annaly Capital Management, Inc.
-1.12%
-$5,720.73 
MMM 3M Company
-1.11%
-$5,664.75 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.1%
-$42,456 
EXC Exelon Corp.
-1.09%
-$6,534.15 
RSG Republic Services Inc.
-1.09%
-$76,836.91 
UTES Virtus Reaves Utilities ETF
-1.09%
-$3,818.74 
CPS Cooper-Standard Holdings Inc.
-1.08%
-$3,070.98 
IYG iShares U.S. Financial Services ETF
-1.06%
-$2,753.7 
XLI State Street Industrial Select Sector SPDR ETF
-1.05%
-$3,620.87 
DTE DTE Energy Company
-1.04%
-$3,979.56 
IYJ iShares U.S. Industrials ETF
-1.04%
-$2,899.52 
SDY State Street SPDR S&P Dividend ETF
-1.04%
-$2,795.58 
SO The Southern Company
-1.04%
-$24,662.62 
DHR Danaher Corp.
-1.03%
-$65,936.2 
IXJ iShares Global Healthcare ETF
-1.02%
-$3,997.94 
PM Philip Morris International Inc.
-1.02%
-$9,352.31 
IYF iShares U.S. Financials ETF
-1%
-$2,684.88 
AJG Arthur J. Gallagher & Co.
-1%
-$21,208.58 
BRK-B Berkshire Hathaway Inc.
-0.99%
-$179,184.06 
XLU State Street Utilities Select Sector SPDR ETF
-0.99%
-$6,094.5 
GS The Goldman Sachs Group, Inc.
-0.97%
-$21,504.94 
WTV WisdomTree U.S. Value Fund
-0.95%
-$2,817.05 
INCY Incyte Corp.
-0.95%
-$2,964.81 
SCHW The Charles Schwab Corporation
-0.93%
-$9,685.75 
TYG Tortoise Energy Infrastructure Corp.
-0.92%
-$2,890.29 
HLN Haleon Plc ADR
-0.92%
-$1,000.92 
DVY iShares Select Dividend ETF
-0.91%
-$2,000.93 
ETR Entergy Corporation Common Stock
-0.91%
-$3,716.16 
CLH Clean Harbors, Inc.
-0.91%
-$6,698.93 
GVLU Gotham 1000 Value ETF
-0.9%
-$10,254.97 
FYT First Trust Small Cap Value AlphaDEX Fund
-0.89%
-$44,499.79 
DFTX Definium Therapeutics Inc.
-0.89%
-$1,920 
ITA iShares U.S. Aerospace & Defense ETF
-0.89%
-$3,236.28 
B BARRICK MINING CORP Common Stock (ABR0)
-0.87%
-$1,730.28 
SSO ProShares Ultra S&P 500
-0.86%
-$59,150.14 
FAST Fastenal Co.
-0.85%
-$7,191.9 
IDU iShares U.S. Utilities ETF
-0.82%
-$4,091.51 
VST Vistra Corp.
-0.82%
-$13,781.46 
HTGC Hercules Capital Inc.
-0.82%
-$2,501.82 
IBB iShares Biotechnology ETF
-0.8%
-$22,995.84 
SRE Sempra
-0.8%
-$1,878.53 
IFRA iShares U.S. Infrastructure ETF
-0.79%
-$3,198.6 
VIG Vanguard Dividend Appreciation ETF
-0.79%
-$16,171.92 
DGRO iShares Core Dividend Growth ETF
-0.78%
-$65,071.25 
FDVV Fidelity High Dividend ETF
-0.78%
-$7,862.34 
TMO Thermo Fisher Scientific Inc.
-0.77%
-$9,004.47 
BAC Bank of America Corporation
-0.76%
-$27,801.68 
SPHQ Invesco S&P 500 Quality ETF
-0.76%
-$49,057.28 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.76%
-$3,200.09 
WFC Wells Fargo & Company
-0.75%
-$10,543.16 
COWZ Pacer US Cash Cows 100 ETF
-0.75%
-$98,500.32 
WMS Advanced Drainage Systems, Inc.
-0.74%
-$1,712.05 
KEY KeyCorp
-0.73%
-$1,851.79 
SGOL abrdn Physical Gold Shares ETF
-0.73%
-$48,495.44 
GLDM SPDR Gold MiniShares Trust
-0.73%
-$19,256 
RIO Rio Tinto plc ADR
-0.72%
-$2,119.14 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.72%
-$2,732.4 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$5,794.05 
IAU iShares Gold Trust
-0.71%
-$3,821.51 
CPRT Copart, Inc.
-0.7%
-$2,956.72 
AVDV Avantis International Small Cap Value ETF
-0.7%
-$18,438.75 
GLD SPDR Gold Shares
-0.7%
-$7,461.36 
OHI Omega Healthcare Investors Inc.
-0.69%
-$21,683.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.69%
-$22,615.5 
CEG Constellation Energy Corporation
-0.69%
-$7,754.29 
O Realty Income Corp.
-0.68%
-$4,469.02 
GOOGL Alphabet Inc
-0.68%
-$95,265 
VGK Vanguard FTSE Europe ETF
-0.67%
-$5,062.01 
JEPI JPMorgan Equity Premium Income ETF
-0.67%
-$3,457.68 
DUK Duke Energy Corporation
-0.67%
-$21,851.12 
D Dominion Energy, Inc.
-0.67%
-$2,863.61 
SAP SAP SE Sponsored ADR
-0.65%
-$14,763.84 
SPGI S&P Global Inc.
-0.64%
-$26,917.2 
MDT Medtronic plc
-0.64%
-$16,918.65 
ELV Elevance Health, Inc.
-0.63%
-$9,078.16 
NUKZ Range Nuclear Renaissance Index ETF
-0.63%
-$1,855.94 
PNC The PNC Financial Services Group, Inc.
-0.62%
-$6,711.6 
KLAC KLA Corporation
-0.62%
-$8,482.4 
MGV Vanguard Mega Cap Value ETF
-0.62%
-$52,291.3 
TSLA Tesla, Inc.
-0.62%
-$18,569.2 
IWD iShares Russell 1000 Value ETF
-0.62%
-$1,561.59 
VTV Vanguard Morningstar Value ETF
-0.62%
-$10,745 
USB U.S. Bancorp
-0.62%
-$2,008.36 
BLOK Amplify Blockchain Technology ETF
-0.61%
-$1,442.43 
LII Lennox International Inc.
-0.61%
-$2,622 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$68,104.26 
IVLU iShares MSCI Intl Value Factor ETF
-0.6%
-$1,945.65 
VLO Valero Energy Corporation
-0.6%
-$8,336.28 
TYL Tyler Technologies Inc.
-0.59%
-$1,488.88 
EFA iShares MSCI EAFE ETF
-0.58%
-$1,396.8 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$14,964.88 
UPS United Parcel Service, Inc. Class B Common Stock
-0.58%
-$1,932.84 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.58%
-$1,122.6 
AMZN Amazon.com Inc
-0.57%
-$158,767.2 
UTHR United Therapeutics Corporation
-0.57%
-$21,609.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.56%
-$3,502.34 
PFIX Simplify Interest Rate Hedge ETF
-0.56%
-$1,231.68 
IUSV iShares Core S&P U.S. Value ETF
-0.55%
-$2,951.04 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$10,361.42 
GOOG Alphabet Inc
-0.55%
-$43,158.97 
IVE iShares S&P 500 Value ETF
-0.55%
-$9,147.14 
META Meta Platforms Inc Class A
-0.54%
-$25,212.79 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$1,707.03 
LGH HCM Defender 500 Index ETF
-0.53%
-$3,784.9 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.53%
-$25,372.35 
DFAI Dimensional International Core Equity Market ETF
-0.53%
-$1,876.38 
PYPL PayPal Holdings, Inc.
-0.53%
-$3,819.21 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$1,080.72 
CNC Centene Corp.
-0.51%
-$1,602.72 
IDEV iShares Core MSCI International Developed Markets ETF
-0.51%
-$1,625.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.51%
-$687.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$1,287.52 
EFR Eaton Vance Senior Floating-Rate Trust
-0.5%
-$892.25 
DFAU Dimensional U.S. Core Equity Market ETF
-0.49%
-$1,028.56 
AAPL Apple Inc.
-0.49%
-$276,138.39 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.49%
-$931.5 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$3,443.79 
DFAS Dimensional U.S. Small Cap ETF
-0.48%
-$4,404.58 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.48%
-$26,507.52 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.47%
-$6,048.14 
LHX L3Harris Technologies, Inc.
-0.47%
-$3,710.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.47%
-$5,542.08 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.47%
-$1,525.94 
OEF iShares S&P 100 ETF
-0.46%
-$1,198.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$199,529.78 
CGDV Capital Group Dividend Value ETF
-0.45%
-$7,085.1 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.44%
-$5,348.86 
JAZZ Jazz Pharmaceuticals plc
-0.44%
-$1,891.28 
MTB M&T Bank Corporation
-0.43%
-$14,754.24 
VB Vanguard Small-Cap ETF
-0.43%
-$6,537.49 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.43%
-$1,851.8 
HDV iShares Core High Dividend ETF
-0.43%
-$1,281.54 
CGXU Capital Group International Focus Equity ETF
-0.42%
-$9,038.25 
SON Sonoco Products Company
-0.42%
-$1,848.63 
VYMI Vanguard International High Dividend Yield ETF
-0.42%
-$931.6 
ESGV Vanguard ESG U.S. Stock ETF
-0.41%
-$1,128.4 
IWO iShares Russell 2000 Growth ETF
-0.41%
-$4,135.55 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.41%
-$4,075.11 
VTI Vanguard Total Stock Market ETF
-0.41%
-$21,288.28 
IYY iShares Dow Jones U.S. ETF
-0.41%
-$2,307.28 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.41%
-$3,222 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$3,665.26 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$965.52 
IVV iShares Core S&P 500 ETF
-0.4%
-$10,376.42 
VOO Vanguard S&P 500 ETF
-0.4%
-$41,532.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.4%
-$30,438.8 
SPY State Street SPDR S&P 500 ETF Trust
-0.39%
-$72,047.84 
SCHA Schwab U.S. Small-Cap ETF
-0.38%
-$1,777.37 
LIN Linde plc
-0.38%
-$3,006.88 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.38%
-$1,625.96 
VEA Vanguard FTSE Developed Markets ETF
-0.37%
-$2,451.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.37%
-$5,228.55 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.37%
-$850.42 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$2,527.49 
IJR iShares Core S&P Small-Cap ETF
-0.36%
-$104,625.85 
HST Host Hotels & Resorts, Inc.
-0.36%
-$8,436.33 
IDMO Invesco S&P International Developed Momentum ETF
-0.36%
-$2,176.65 
SCHF Schwab International Equity ETF
-0.35%
-$4,039.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$5,675.49 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$2,012.9 
DIS The Walt Disney Company
-0.34%
-$1,519.24 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$893.76 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$93,391.82 
FYC First Trust Small Cap Growth AlphaDEX Fund
-0.33%
-$14,571 
IWM iShares Russell 2000 ETF
-0.33%
-$4,462.25 
BUCK Simplify Treasury Option Income ETF
-0.32%
-$13,334.7 
MELI MercadoLibre Inc.
-0.32%
-$15,396.91 
XLG Invesco S&P 500 Top 50 ETF
-0.32%
-$820.39 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.32%
-$22,000 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$1,224.04 
WM Waste Management Inc.
-0.29%
-$5,471.78 
GOF Guggenheim Strategic Opportunities Fund
-0.29%
-$495.68 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$9,950.55 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$583.12 
SECT Main Sector Rotation ETF
-0.28%
-$5,279.43 
IUSG iShares Core S&P U.S. Growth ETF
-0.27%
-$1,527.96 
SCHH Schwab U.S. REIT ETF
-0.26%
-$12,259.98 
SPYC Simplify US Equity PLUS Convexity ETF
-0.26%
-$1,456.86 
VUG Vanguard Morningstar Growth ETF
-0.26%
-$22,986.22 
IVW iShares S&P 500 Growth ETF
-0.26%
-$7,434.35 
USA Liberty All Star Equity Fund
-0.25%
-$163.46 
JQUA JPMorgan U.S. Quality Factor ETF
-0.25%
-$17,109.5 
FLBL Franklin Senior Loan ETF
-0.24%
-$3,148.26 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.24%
-$11,724.48 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$8,514.6 
NEE NextEra Energy Inc.
-0.23%
-$20,779.16 
CGCP Capital Group Core Plus Income ETF
-0.23%
-$4,297.2 
VBK Vanguard Small-Cap Growth ETF
-0.23%
-$3,953.57 
IXUS iShares Core MSCI Total International Stock ETF
-0.23%
-$503.37 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.23%
-$1,670.4 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$2,891.88 
CGCB Capital Group Core Bond ETF
-0.22%
-$7,657.76 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.21%
-$21,638.37 
PECO Phillips Edison & Company, Inc.
-0.21%
-$1,105.1 
GRMN Garmin Ltd.
-0.2%
-$491.86 
TT Trane Technologies plc
-0.19%
-$1,992.6 
CGGR Capital Group Growth ETF
-0.18%
-$3,203.74 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$4,556.32 
IWF iShares Russell 1000 Growth ETF
-0.18%
-$975.02 
JPIB JPMorgan International Bond Opportunities ETF
-0.18%
-$16,834.33 
WWJD Inspire International ETF
-0.18%
-$24,194.31 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.17%
-$388.35 
PREF Principal Spectrum Preferred Securities Active ETF
-0.16%
-$4,704.75 
RYLD Global X Russell 2000 Covered Call ETF
-0.16%
-$588.85 
LEN Lennar Corp. Class A Common Stock
-0.16%
-$2,600.78 
FBND Fidelity Total Bond ETF
-0.16%
-$5,677.07 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.16%
-$25,794.56 
BND Vanguard Total Bond Market ETF
-0.15%
-$427.02 
GD General Dynamics Corp.
-0.15%
-$792.35 
STT State Street Corporation Common Stock
-0.15%
-$2,384.59 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$578.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$288.47 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.14%
-$4,744.08 
NVDA NVIDIA Corporation
-0.13%
-$37,861.34 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.13%
-$11,323.79 
JBND JPMorgan Active Bond ETF
-0.12%
-$5,642.85 
MGK Vanguard Mega Cap Growth ETF
-0.12%
-$7,003.48 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$15,572.59 
SCHY Schwab International Dividend Equity ETF
-0.12%
-$6,755.96 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
-0.12%
-$494.62 
IGOV iShares International Treasury Bond ETF
-0.11%
-$337.55 
ILCG iShares Morningstar Growth ETF
-0.11%
-$336.5 
SPHY SPDR Portfolio High Yield Bond ETF
-0.11%
-$3,111.4 
JCPB JPMorgan Core Plus Bond ETF
-0.11%
-$2,158.85 
PNOV Innovator U.S. Equity Power Buffer ETF - November
-0.11%
-$393.1 
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF
-0.11%
-$1,119.88 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$272.76 
IWY iShares Russell Top 200 Growth ETF
-0.1%
-$369.75 
BINC iShares Flexible Income Active ETF
-0.1%
-$301.15 
GEV GE Vernova Inc.
-0.1%
-$1,858.03 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$688.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$725.17 
SCHE Schwab Emerging Markets Equity ETF
-0.09%
-$418.05 
WDAY Workday Inc Class A Common Stock
-0.08%
-$2,223.51 
ETN Eaton Corporation plc
-0.07%
-$5,747.23 
BKLN Invesco Senior Loan ETF
-0.07%
-$1,823.98 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$734.96 
FITB Fifth Third Bancorp
-0.07%
-$628.42 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$4,076.22 
PSX Phillips 66
-0.05%
-$954.97 
JPIE JPMorgan Income ETF
-0.04%
-$2,531.56 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$247.73 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$89.21 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.03%
-$111.51 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$247.67 
XSMO Invesco S&P SmallCap Momentum ETF
-0.02%
-$1,080.36 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$99.15 
ALLW State Street Bridgewater All Weather ETF
-0.02%
-$252.79 
MBB iShares MBS ETF
-0.02%
-$39.65 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6649 | Longs Won 4041/6649 60% | Profit Factor 5.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $493,462.75 |
| Average Win $135,486.27 | Best Trade (Jun 30) $17.16M | Sharpe Ratio -34.98 |
| Average Loss -$38,120.54 | Worst Trade (Jun 30) -$2.81M | Z-Score -1.82 (94.82%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $67,390.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 22,949 | $855,282.1 | $877,659.26 | - | $22,377.16 | 2.62% | -1.179% |
| AAP Advance Auto Parts Inc. | 6,801 | $413,228.98 | $318,252.79 | - | -$94,976.19 | -22.98% | +0.225% |
| AAPL Apple Inc. | 161,958 | $31.49M | $56.12M | - | $24.63M | 78.2% | -0.49% |
| ABBV AbbVie Inc. | 33,771 | $7.04M | $9.64M | - | $2.6M | 36.96% | +0.126% |
| ABT Abbott Laboratories | 14,985 | $1.93M | $1.55M | - | -$377,568.47 | -19.6% | +0.844% |
| ACN Accenture plc | 1,846 | $338,504 | $456,165.06 | - | $117,661.06 | 34.76% | -4.495% |
| ADBE Adobe Inc. | 1,094 | $224,297.47 | $290,205.38 | - | $65,907.91 | 29.38% | -1.952% |
| ADI Analog Devices, Inc. | 3,410 | $738,719.12 | $1.33M | - | $592,306.18 | 80.18% | +1.185% |
| AEP American Electric Power Company, Inc. | 5,036 | $523,730.73 | $648,838.24 | - | $125,107.51 | 23.89% | -1.378% |
| AFL Aflac Incorporated | 3,074 | $343,605 | $370,985.69 | - | $27,380.69 | 7.97% | -2.097% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,219 | $209,749 | $213,001.81 | - | $3,252.81 | 1.55% | -0.135% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 24,773 | $629,478.22 | $619,325 | - | -$10,153.22 | -1.61% | -0.04% |
| AHR American Healthcare REIT, Inc. | 5,557 | $146,787.15 | $292,437.12 | - | $145,649.97 | 99.23% | -1.451% |
| AIQ Global X Artificial Intelligence & Technology ETF | 43,131 | $2.05M | $2.69M | - | $638,191.92 | 31.12% | +0.451% |
| AJG Arthur J. Gallagher & Co. | 7,855 | $1.95M | $2.11M | - | $159,881.61 | 8.21% | -0.996% |
| ALB Albemarle Corporation | 2,019 | $285,570.37 | $189,725.43 | - | -$95,844.94 | -33.56% | +1.545% |
| ALL The Allstate Corporation | 1,040 | $209,516.01 | $264,472 | - | $54,955.99 | 26.23% | -1.853% |
| ALLW State Street Bridgewater All Weather ETF | 50,559 | $1.44M | $1.47M | - | $27,486.91 | 1.9% | -0.017% |
| AMAT Applied Materials Inc. | 7,296 | $1.76M | $2.77M | - | $1.01M | 57.21% | +1.076% |
| AMCR Amcor plc | 9,974 | $404,957.85 | $462,793.6 | - | $57,835.75 | 14.28% | +0.259% |
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 Victoria Latham?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $28.58M, Palantir Technologies Inc. Class A Common Stock - $16.7M, State Street SPDR S&P 500 ETF Trust - $16.19M, Apple Inc - $14.56M, and JPMorgan Chase & Co - $14.08M. 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: Strategy Inc - $6.67M, iShares Ethereum Trust ETF - $3.13M, PayPal Holdings, Inc - $2.83M, Crown Castle Inc - $2.1M, and Grayscale Bitcoin Trust ETF - $1.84M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victoria Latham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $59.35M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.35M, State Street SPDR Portfolio Developed World ex-US ETF - $2.03M, ConocoPhillips - $1.86M, State Street SPDR S&P 500 ETF Trust - $1.46M, and Johnson & Johnson - $1.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victoria Latham's monthly returns?
Victoria Latham'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 Victoria Latham's strategy be considered aggressive or moderate?
Victoria Latham's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Victoria Latham's strategy?
Victoria Latham's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
