Amy Hart Portfolio
Invests via Phillips Wealth Planners LLC | Managed by Lynn Phillips-Gaines, Lauren Black
Invests via Phillips Wealth Planners LLC
Managed by Lynn Phillips-Gaines, Lauren Black
Automatically Tracked
Amy Hart Profile
Amy Hart has carved a niche for herself as an entrepreneurial founder in the tech sector. With a robust background in software development and project management, she established her first startup focusing on innovative digital solutions that enhance user engagement. Over the years, her leadership has been instrumental in scaling operations and driving strategic partnerships that bolster market presence. She actively invests in emerging technology companies, leveraging her insights into consumer behavior and product-market fit to identify high-potential opportunities. Her ability to adapt to evolving industry trends makes her a pivotal figure within the entrepreneurial ecosystem.
Amy Hart has carved a niche for herself as an entrepreneurial founder in the tech sector. With a robust background in software development and project management, she established her first startup focusing on innovative digital solutions that enhance user engagement. Over the years, her leadership has been instrumental in scaling operations and driving strategic partnerships that bolster market presence. She actively invests in emerging technology companies, leveraging her insights into consumer behavior and product-market fit to identify high-potential opportunities. Her ability to adapt to evolving industry trends makes her a pivotal figure within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Growth opportunities in the tech landscape captivate Amy Hart, whose entrepreneurial journey reflects a deep commitment to innovation and scalability. With her acute understanding of software dynamics, she prioritizes investments that not only promise returns but also enhance technological advancement. Drawing on extensive experience, decisions are shaped by emerging trends and consumer insights, enabling strategic positioning within competitive sectors. Her unique blend of operational acumen and forward-thinking approach positions her to spot disruptive potential in nascent ventures, ensuring sustained engagement with transformational ideas.
Growth opportunities in the tech landscape captivate Amy Hart, whose entrepreneurial journey reflects a deep commitment to innovation and scalability. With her acute understanding of software dynamics, she prioritizes investments that not only promise returns but also enhance technological advancement. Drawing on extensive experience, decisions are shaped by emerging trends and consumer insights, enabling strategic positioning within competitive sectors. Her unique blend of operational acumen and forward-thinking approach positions her to spot disruptive potential in nascent ventures, ensuring sustained engagement with transformational ideas.
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:
69.27%
Gain -0.4%
Monthly
1.33%
Yearly
17.21%
Drawdown
17.59%
$135.98M
Equity
Holdings
$135.98M
Investment
$103.67M
$45.42M
Profit -$373,666.65
Realized
$13.12M
Unrealized
$32.31M
Dividends
$7.88M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$373,666.65
Win %
74%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$373,666.65
Win %
74%
This Month
Compared to last month
Gain
-1.03%
Profit
-$1.42M
Win %
74%
This Year
Compared to last year
Gain
1.14%
Profit
$1.49M
Win %
75%
ACN Accenture plc Class A
+6.28%
+$18,930.47 
VRSK Verisk Analytics Inc.
+6.11%
+$14,924.12 
RELX Relx PLC Sponsored ADR
+5.49%
+$19,885.6 
CRM Salesforce Inc
+4.5%
+$27,294.1 
DRI Darden Restaurants, Inc.
+4.28%
+$15,318.96 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$21,200.76 
KR Kroger Co.
+3.71%
+$9,615.27 
SNN Smith & Nephew plc ADR
+3.4%
+$6,830.18 
WMG Warner Music Group Corp.
+3.33%
+$9,067.14 
MDT Medtronic plc
+3.24%
+$36,035.02 
BRO Brown & Brown Inc.
+3.13%
+$8,137.17 
ADP Automatic Data Processing Inc.
+3.1%
+$11,087.22 
GOOGL Alphabet Inc
+3.09%
+$47,975.95 
QSR Restaurant Brands International Inc.
+2.88%
+$9,819.06 
META Meta Platforms Inc Class A
+2.85%
+$29,796.7 
BDX Becton, Dickinson and Company
+2.8%
+$8,321.56 
IBM International Business Machines Corporation
+2.73%
+$19,654.43 
UL Unilever PLC Sponsored American Depositary Receipt
+2.71%
+$15,044.4 
CMG Chipotle Mexican Grill, Inc.
+2.57%
+$5,710.2 
SYK Stryker Corporation
+2.43%
+$5,639.67 
JKHY Jack Henry & Associates, Inc.
+2.41%
+$6,270.68 
PAYX Paychex Inc.
+2.4%
+$10,430.56 
RMD ResMed Inc.
+2.36%
+$5,788.6 
MO Altria Group, Inc.
+2.3%
+$4,567.97 
MSFT Microsoft Corp.
+2.3%
+$103,136.94 
WMT Walmart Inc.
+2.27%
+$41,441.26 
WM Waste Management, Inc.
+2.27%
+$6,571.74 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$21,312.5 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$18,832.8 
LLY Eli Lilly and Company
+2.07%
+$12,814.05 
MCD McDonald's Corporation
+2.02%
+$23,347.8 
T AT&T Inc.
+2%
+$11,830.54 
GILD Gilead Sciences Inc.
+1.93%
+$9,556.5 
DGX Quest Diagnostics Inc.
+1.85%
+$5,168.94 
DXCM DexCom, Inc.
+1.84%
+$5,685.48 
SPGI S&P Global Inc.
+1.82%
+$5,108.19 
CALM Cal-Maine Foods Inc.
+1.82%
+$3,691.28 
PM Philip Morris International Inc.
+1.81%
+$25,405.81 
ROP Roper Technologies Inc.
+1.73%
+$6,344.38 
PAYC Paycom Software, Inc.
+1.73%
+$5,855.55 
CME CME Group Inc.
+1.73%
+$20,803.08 
ALL Allstate Corporation
+1.72%
+$6,087.4 
ABBV AbbVie Inc.
+1.7%
+$33,060.51 
AXS AXIS Capital Holdings Limited
+1.7%
+$5,462.86 
COST Costco Wholesale Corporation
+1.61%
+$8,717.99 
SNY Sanofi American Depositary Receipt
+1.58%
+$5,099.62 
ARKK ARK Innovation ETF Fund
+1.55%
+$7,624.5 
AFL Aflac Inc.
+1.52%
+$11,268.25 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$18,193.56 
PGR Progressive Corporation
+1.43%
+$5,996.64 
VZ Verizon Communications Inc.
+1.43%
+$9,760.67 
RSG Republic Services, Inc.
+1.33%
+$7,485.81 
UNH UnitedHealth Group Incorporated
+1.31%
+$7,534.53 
STE STERIS plc
+1.19%
+$5,196.01 
LMT Lockheed Martin Corporation
+1.17%
+$3,017.16 
KO The Coca-Cola Company
+1.11%
+$14,217.84 
V Visa Inc. Class A
+1.06%
+$12,962.53 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,489.92 
AMGN Amgen Inc.
+1.03%
+$11,192.97 
WSM Williams-Sonoma, Inc.
+1.02%
+$2,487.87 
HD The Home Depot, Inc.
+1.01%
+$11,830.48 
ABT Abbott Laboratories
+0.94%
+$8,062.08 
CB Chubb Limited
+0.9%
+$5,223.72 
AXP American Express Company
+0.89%
+$4,895.85 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$13,211.88 
IBB iShares Biotechnology ETF
+0.86%
+$4,384.83 
SNA Snap-on Inc.
+0.77%
+$2,328.7 
HIG The Hartford Insurance Group, Inc.
+0.76%
+$1,558.39 
DE Deere & Company
+0.74%
+$4,681.86 
TRP TC Energy Corporation
+0.69%
+$1,289.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$2,164.42 
MA Mastercard Incorporated
+0.6%
+$2,829.05 
JNJ Johnson & Johnson
+0.59%
+$8,792.22 
IYT iShares U.S. Transportation ETF
+0.57%
+$2,519.67 
AAPL Apple Inc.
+0.55%
+$11,847.48 
PG Procter & Gamble Co
+0.53%
+$5,306.84 
RPM RPM International Inc.
+0.53%
+$1,648.3 
MRK Merck & Co., Inc.
+0.52%
+$5,013.82 
RPRX Royalty Pharma plc
+0.51%
+$3,578.7 
MGRC McGrath RentCorp
+0.5%
+$1,184.15 
EOG EOG Resources, Inc.
+0.49%
+$1,270.93 
ATR AptarGroup, Inc.
+0.47%
+$1,039.58 
EXPD Expeditors International of Washington, Inc.
+0.44%
+$1,498.54 
AMCR Amcor plc
+0.41%
+$1,301.83 
SBUX Starbucks Corporation
+0.39%
+$3,171.1 
CFR Cullen/Frost Bankers Inc.
+0.38%
+$964.1 
MAA Mid-America Apartment Communities, Inc.
+0.35%
+$814.44 
ATO Atmos Energy Corporation
+0.33%
+$857.54 
TMUS T-Mobile US, Inc.
+0.27%
+$698.74 
FDX FedEx Corporation
+0.26%
+$790.52 
EWBC East West Bancorp Inc.
+0.24%
+$1,076.98 
UNP Union Pacific Corporation
+0.18%
+$1,595.03 
NSC Norfolk Southern Corporation
+0.16%
+$350.51 
TJX The TJX Companies, Inc.
+0.11%
+$1,545.77 
FANG Diamondback Energy Inc
+0.08%
+$338.47 
PEP PepsiCo, Inc.
+0.07%
+$363.56 
PFE Pfizer Inc.
+0.04%
+$113.82 
ICE Intercontinental Exchange, Inc.
+0.04%
+$226.81 
PCAR PACCAR Inc.
+0.01%
+$28.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$25.94 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$68.2 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ORCL
ORCLPRD
0%
$0 
GLW Corning Incorporated
-14.09%
-$43,129.58 
MKSI MKS Instruments Inc.
-10.45%
-$25,034.24 
NVT nVent Electric plc
-9.61%
-$23,758.8 
GEV GE Vernova Inc.
-8.6%
-$53,524.26 
LFUS Littelfuse Inc.
-8.22%
-$20,252.09 
AMKR Amkor Technology Inc.
-8.2%
-$17,901.28 
LRCX Lam Research Corporation
-7.87%
-$23,811.9 
ETN Eaton Corporation plc
-7.51%
-$49,258.07 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$37,622.5 
CEG Constellation Energy Corporation
-6.71%
-$19,234.72 
AMAT Applied Materials, Inc.
-6.61%
-$15,597.88 
KLAC KLA Corporation
-6.44%
-$19,182.72 
FIX Comfort Systems USA, Inc.
-6.24%
-$15,306.19 
APH Amphenol Corporation
-5.63%
-$85,541.4 
AVGO Broadcom Inc.
-4.83%
-$118,866.72 
MU Micron Technology, Inc.
-4.82%
-$13,632.9 
NXPI NXP Semiconductors N.V.
-4.79%
-$17,516.18 
ADI Analog Devices, Inc.
-4.48%
-$18,842.25 
ORCL Oracle Corporation
-4.38%
-$25,326.42 
CAT Caterpillar Inc.
-4.17%
-$27,157.21 
HUBB Hubbell Inc.
-4%
-$7,779.57 
GS The Goldman Sachs Group, Inc.
-3.97%
-$44,292.29 
AMD Advanced Micro Devices, Inc.
-3.87%
-$54,105.84 
EQIX Equinix, Inc.
-3.85%
-$26,639.98 
TT Trane Technologies plc
-3.77%
-$21,971.05 
TEL TE Connectivity plc
-3.64%
-$11,973.65 
CDNS Cadence Design Systems, Inc.
-3.46%
-$6,060 
MS Morgan Stanley
-3.43%
-$11,928.28 
DKS Dick's Sporting Goods, Inc.
-3%
-$7,939.67 
NVDA NVIDIA Corporation
-2.84%
-$30,423.07 
EMR Emerson Electric Co.
-2.53%
-$9,401.7 
PH Parker-Hannifin Corporation
-2.53%
-$6,941.77 
AMRZ Amrize Ltd.
-2.44%
-$5,312.88 
NGG National Grid plc Sponsored ADR
-2.41%
-$4,933.95 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$10,382.12 
FCX Freeport-McMoRan Inc.
-2.29%
-$5,732.71 
ROK Rockwell Automation, Inc.
-2.17%
-$6,572.87 
VPL Vanguard FTSE Pacific ETF
-1.96%
-$7,140.96 
WFC Wells Fargo & Company
-1.93%
-$18,512.71 
TXN Texas Instruments Inc
-1.84%
-$22,649.95 
JPM JPMorgan Chase & Co.
-1.73%
-$44,684.71 
CSCO Cisco Systems, Inc.
-1.69%
-$5,390.3 
RCL Royal Caribbean Group
-1.61%
-$3,603.61 
RJF Raymond James Financial Inc.
-1.57%
-$6,585.12 
APD Air Products and Chemicals, Inc.
-1.54%
-$11,974.8 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$38,164.41 
AEM Agnico Eagle Mines Limited
-1.48%
-$4,637.26 
CR Crane NXT Co.
-1.46%
-$2,740.55 
TSLA Tesla, Inc.
-1.44%
-$10,237.5 
WMB The Williams Companies, Inc.
-1.43%
-$24,291.28 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$5,725.71 
IDA Idacorp Inc.
-1.31%
-$4,147.09 
CNP CenterPoint Energy Inc.
-1.25%
-$2,544.57 
BLK BlackRock, Inc.
-1.24%
-$8,454.61 
AMZN Amazon.com Inc
-1.24%
-$10,268.22 
RJDI RJ Eagle GCM Dividend Select Income ETF
-1.19%
-$4,073.3 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$20,365.37 
CVX Chevron Corporation
-0.98%
-$17,396.38 
DOLE Dole plc
-0.94%
-$1,622.25 
FE FirstEnergy Corp.
-0.92%
-$2,478.6 
QCOM QUALCOMM Incorporated
-0.87%
-$2,831.36 
XLB Materials Select Sector SPDR Fund
-0.84%
-$3,847.21 
WSO Watsco Inc.
-0.83%
-$3,658.2 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$3,651.87 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$3,797.64 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$10,409.03 
NWE NorthWestern Energy Group, Inc.
-0.75%
-$2,055.04 
TTE TotalEnergies SE
-0.72%
-$8,247.33 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$2,390.68 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$15,508.26 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$4,473 
COP ConocoPhillips
-0.7%
-$2,279.06 
NEE NextEra Energy, Inc.
-0.67%
-$3,911.05 
LIN Linde plc
-0.58%
-$3,588.3 
PLD Prologis Inc.
-0.57%
-$1,439.88 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$5,094.9 
CMS CMS Energy Corporation
-0.54%
-$1,668.96 
TFC Truist Financial Corporation
-0.51%
-$1,681.72 
AMT American Tower Corporation
-0.49%
-$2,707.28 
SHEL Shell plc
-0.47%
-$1,983.98 
AGM Federal Agricultural Mortgage Corporation
-0.47%
-$1,124.56 
ET Energy Transfer L.P.
-0.46%
-$1,221.2 
XLF Financial Select Sector SPDR Fund
-0.45%
-$8,679.18 
SRE Sempra
-0.43%
-$798.84 
VO Vanguard Mid-Cap ETF
-0.43%
-$888.65 
DUK Duke Energy Corporation
-0.43%
-$5,211.69 
SO The Southern Company
-0.42%
-$790.69 
RY Royal Bank of Canada
-0.42%
-$2,060.41 
WEC WEC Energy Group Inc.
-0.4%
-$2,167.5 
WTFC Wintrust Financial Corporation
-0.38%
-$982.87 
HTO SJW Group
-0.37%
-$846.17 
O Realty Income Corporation
-0.36%
-$796.62 
USB U.S. Bancorp
-0.36%
-$1,182.83 
EPD Enterprise Products Partners L.P.
-0.35%
-$1,161.67 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$2,551.84 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,117.13 
WELL Welltower Inc.
-0.33%
-$1,553.76 
VOO Vanguard S&P 500 ETF
-0.33%
-$21,070.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,185.8 
MPC Marathon Petroleum Corporation
-0.32%
-$1,421.12 
FHN First Horizon Corporation
-0.31%
-$671.1 
TRNO Terreno Realty Corporation
-0.23%
-$695.25 
PSA Public Storage Common Stock
-0.23%
-$750.04 
CARR Carrier Global Corporation
-0.2%
-$357.31 
PKG Packaging Corporation of America
-0.19%
-$531.89 
MDLZ Mondelez International, Inc.
-0.17%
-$810.18 
OKE ONEOK, Inc.
-0.17%
-$639.04 
EGP EastGroup Properties Inc.
-0.15%
-$387.6 
IFF International Flavors & Fragrances Inc.
-0.06%
-$268.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$524.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$76.96 
KMI Kinder Morgan, Inc.
-0.02%
-$63.67 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$59.55 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2557 | Longs Won 1765/2557 69% | Profit Factor 5.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $84,434.13 |
| Average Win $31,057.43 | Best Trade (Aug 14) $2.03M | Sharpe Ratio -11.67 |
| Average Loss -$11,857.83 | Worst Trade (Jun 30) -$241,613.03 | Z-Score 4.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $17,764.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,474 | $1.32M | $2.16M | - | $847,475.03 | 64.42% | +0.551% |
| ABBV AbbVie Inc. | 7,574 | $1.3M | $1.98M | - | $682,092.77 | 52.53% | +1.698% |
| ABT Abbott Laboratories | 8,398 | $886,223.6 | $864,238.18 | - | -$21,985.42 | -2.48% | +0.942% |
| ACN Accenture plc Class A | 1,639 | $510,644.71 | $320,342.55 | - | -$190,302.16 | -37.27% | +6.281% |
| ADI Analog Devices, Inc. | 1,110 | $258,242.71 | $401,603.55 | - | $143,360.84 | 55.51% | -4.481% |
| ADP Automatic Data Processing Inc. | 1,331 | $317,695.06 | $368,141.29 | - | $50,446.23 | 15.88% | +3.105% |
| AEM Agnico Eagle Mines Limited | 1,564 | $265,144.92 | $308,725.78 | - | $43,580.86 | 16.44% | -1.48% |
| AFL Aflac Inc. | 6,439 | $428,511.46 | $753,556.17 | - | $325,044.71 | 75.85% | +1.518% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,117 | $1.28M | $1.26M | - | -$24,568.02 | -1.91% | -0.042% |
| AGM Federal Agricultural Mortgage Corporation | 1,051 | $210,484 | $235,886.44 | - | $25,402.44 | 12.07% | -0.474% |
| ALL Allstate Corporation | 1,393 | $275,352.8 | $359,505.44 | - | $84,152.64 | 30.56% | +1.722% |
| AMAT Applied Materials, Inc. | 517 | $176,705.43 | $220,407.44 | - | $43,702.01 | 24.73% | -6.609% |
| AMCR Amcor plc | 7,439 | $299,048 | $316,120.3 | - | $17,072.3 | 5.71% | +0.414% |
| AMD Advanced Micro Devices, Inc. | 2,708 | $416,751.71 | $1.34M | - | $926,822.49 | 222.39% | -3.871% |
| AMGN Amgen Inc. | 2,870 | $798,493.24 | $1.09M | - | $295,694.26 | 37.03% | +1.034% |
| AMKR Amkor Technology Inc. | 4,222 | $166,684.56 | $200,502.78 | - | $33,818.22 | 20.29% | -8.196% |
| AMRZ Amrize Ltd. | 5,366 | $273,344 | $212,117.44 | - | -$61,226.56 | -22.4% | -2.443% |
| AMT American Tower Corporation | 3,094 | $597,133.55 | $547,560.65 | - | -$49,572.9 | -8.3% | -0.492% |
| AMZN Amazon.com Inc | 3,229 | $461,214.19 | $818,874.4 | - | $357,660.21 | 77.55% | -1.238% |
| APD Air Products and Chemicals, Inc. | 2,667 | $781,992.65 | $765,268.98 | - | -$16,723.67 | -2.14% | -1.541% |
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 Amy Hart?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.97M, Oracle Corporation - $1.11M, Corning Incorporated - $908,582.04, RTX Corporation - $754,018.04, and Micron Technology, Inc - $692,305.7. 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: UnitedHealth Group Incorporated - $358,423.57, Crown Castle Inc - $319,160.56, Pfizer Inc - $181,499.82, Accenture plc Class A - $177,973.66, and AES Corporation - $153,246.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Hart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.88M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $208,553.19, The Williams Companies, Inc - $204,961.85, AbbVie Inc - $168,836.54, Chevron Corporation - $167,771.54, and iShares Core U.S. Aggregate Bond ETF - $160,171.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Hart's monthly returns?
Amy Hart'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 Amy Hart's strategy be considered aggressive or moderate?
Amy Hart'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 Amy Hart's strategy?
Amy Hart'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.
