Elliot Kallen Portfolio
Invests via Prosperity Wealth Management, Inc. | Managed by Elliot Kallen
Invests via Prosperity Wealth Management, Inc.
Managed by Elliot Kallen
Automatically Tracked
Elliot Kallen Profile
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Investment Philosophy & Strategy
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
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:
88.62%
Gain +2.62%
Monthly
2.17%
Yearly
29.39%
Drawdown
24.2%
$327.56M
Equity
Holdings
$327.56M
Investment
$239.85M
$154.9M
Profit +$5.93M
Realized
$67.18M
Unrealized
$87.72M
Dividends
$12.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.62%
Profit
$5.93M
Win %
69%
This Week
Compared To Last Week
Gain
0.78%
Profit
$2.53M
Win %
69%
This Month
Compared to last month
Gain
-1.9%
Profit
-$6.34M
Win %
69%
This Year
Compared to last year
Gain
9.41%
Profit
$28.18M
Win %
69%
MVIS Microvision Inc.
+13.33%
+$29,195.95 
MU Micron Technology, Inc.
+12.17%
+$583,483.62 
CLS Celestica Inc.
+10.49%
+$111,939.75 
AMD Advanced Micro Devices, Inc.
+8.11%
+$71,137.23 
APLD Applied Digital Corporation
+7.9%
+$34,320 
ARM Arm Holdings plc American Depositary Receipt
+7.46%
+$157,559.88 
HOOD Robinhood Markets, Inc.
+7.13%
+$41,736.6 
STRL Sterling Infrastructure, Inc.
+6.79%
+$126,133.99 
MRVL Marvell Technology, Inc.
+6.68%
+$152,724.6 
QBTS D-Wave Quantum Inc.
+6.52%
+$14,698.65 
P Everpure Inc.
+6.28%
+$30,839.75 
FLEX Flex Ltd.
+6.24%
+$69,564 
CRS Carpenter Technology Corporation
+6.1%
+$23,058.66 
GLW Corning Incorporated
+6.08%
+$49,678.11 
TQQQ ProShares UltraPro QQQ
+5.5%
+$140,835.48 
RKLB Rocket Lab Corporation
+5.14%
+$45,535.36 
LRCX Lam Research Corporation
+4.97%
+$22,250.39 
SMH VanEck Semiconductor ETF
+4.52%
+$93,929.99 
VRT Vertiv Holdings Co
+4.4%
+$122,654.7 
ILMN Illumina, Inc.
+4.25%
+$35,482.05 
ORLY O'Reilly Automotive Inc.
+4.07%
+$25,462.88 
OSCR Oscar Health, Inc.
+3.95%
+$24,208.47 
MTUM iShares MSCI USA Momentum Factor ETF
+3.91%
+$10,194.23 
IONQ IonQ, Inc.
+3.71%
+$8,763 
SOFI SoFi Technologies, Inc.
+3.7%
+$12,537 
ARKK ARK Innovation ETF Fund
+3.66%
+$66,127.05 
AUR Aurora Innovation, Inc.
+3.61%
+$17,155.6 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$100,546.39 
FIX Comfort Systems USA, Inc.
+3.49%
+$61,243.7 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.46%
+$48,471.02 
CEG Constellation Energy Corporation
+3.44%
+$26,561.12 
XNTK SPDR NYSE Technology ETF
+3.41%
+$9,390.73 
AIQ Global X Artificial Intelligence & Technology ETF
+3.15%
+$8,513.22 
ANET Arista Networks, Inc.
+3.09%
+$98,030.93 
GS The Goldman Sachs Group, Inc.
+2.89%
+$90,521.54 
XLK State Street Technology Select Sector SPDR ETF
+2.88%
+$35,647.1 
VST Vistra Corp
+2.75%
+$35,136.56 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.71%
+$10,769 
CGGO Capital Group Global Growth Equity ETF
+2.69%
+$14,136.15 
TSLA Tesla, Inc.
+2.53%
+$42,522.39 
INOD Innodata Inc.
+2.5%
+$16,778.73 
UPRO ProShares UltraPro S&P500
+2.47%
+$81,419.94 
LLY Eli Lilly and Company
+2.46%
+$93,620.43 
XOM Exxon Mobil Corporation
+2.26%
+$37,838.36 
NXPI NXP Semiconductors N.V.
+2.23%
+$13,151.93 
AVGO Broadcom Inc.
+2.21%
+$42,684.12 
BITY Amplify Bitcoin 24% Premium Income Fund
+2.2%
+$3,632.79 
BITO ProShares Bitcoin ETF
+2.15%
+$4,548.6 
IBIT iShares Bitcoin Trust
+2.11%
+$7,505.16 
GBTC Grayscale Bitcoin Trust ETF
+2.06%
+$36,911.68 
NVDA NVIDIA Corporation
+1.97%
+$162,292.32 
GLD SPDR Gold Shares
+1.96%
+$3,641.04 
EMR Emerson Electric Co.
+1.96%
+$16,457.88 
JPM JPMorgan Chase & Co.
+1.88%
+$20,803.56 
IYW iShares U.S. Technology ETF
+1.87%
+$4,681.6 
QQQ Invesco QQQ Trust, Series 1
+1.85%
+$258,212.35 
CW Curtiss-Wright Corporation
+1.84%
+$9,972.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.79%
+$24,901.68 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.73%
+$4,216.68 
IWY iShares Russell Top 200 Growth ETF
+1.7%
+$12,542.57 
WFC Wells Fargo & Company
+1.65%
+$7,503.28 
FMC FMC Corporation
+1.61%
+$3,178.08 
NFLX Netflix, Inc.
+1.58%
+$10,416.45 
VONG Vanguard Russell 1000 Growth Fund
+1.58%
+$70,249.34 
IWF iShares Russell 1000 Growth ETF
+1.56%
+$18,488.4 
MRK Merck & Co., Inc.
+1.5%
+$4,067.25 
CGGR Capital Group Growth ETF
+1.46%
+$10,574.52 
SPHQ Invesco S&P 500 Quality ETF
+1.4%
+$3,891.64 
SCHV Schwab U.S. Large-Cap Value ETF
+1.31%
+$3,168.44 
FDD First Trust STOXX European Select Dividend Index Fund
+1.26%
+$3,356.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.23%
+$2,847.9 
VT Vanguard Total World Stock ETF
+1.2%
+$7,129.94 
FSK FS KKR Capital Corp.
+1.2%
+$3,642.99 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+1.13%
+$5,015.52 
TMDX TransMedics Group Inc.
+1.12%
+$3,993.4 
ABBV AbbVie Inc.
+1.09%
+$2,722.91 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$5,014.92 
MGV Vanguard Mega Cap Value ETF
+0.97%
+$3,570.2 
APP AppLovin Corporation Class A Common Stock
+0.96%
+$1,329.25 
CGUS Capital Group Core Equity ETF
+0.96%
+$4,847.64 
MGK Vanguard Mega Cap Growth ETF
+0.96%
+$33,154.35 
VUG Vanguard Growth ETF
+0.94%
+$9,888 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$2,753.66 
MGC Vanguard Mega Cap ETF
+0.9%
+$3,456.94 
PAVE Global X U.S. Infrastructure Development ETF
+0.9%
+$2,639.5 
IVV iShares Core S&P 500 ETF
+0.88%
+$16,442.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.87%
+$7,315.2 
IWB iShares Russell 1000 ETF
+0.84%
+$4,281.81 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$8,610.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.83%
+$29,622.06 
VOO Vanguard S&P 500 ETF
+0.83%
+$136,428.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.82%
+$2,761.2 
FELC Fidelity Enhanced Large Cap Core ETF
+0.81%
+$4,157.17 
RDVY First Trust Rising Dividend Achievers ETF
+0.8%
+$1,873.28 
VTV Vanguard Value ETF
+0.77%
+$2,041.2 
IDV iShares International Select Dividend ETF
+0.76%
+$8,121.75 
OEF iShares S&P 100 ETF
+0.76%
+$6,638.66 
SCHX Schwab U.S. Large-Cap ETF
+0.75%
+$213,555.98 
TFC Truist Financial Corporation
+0.74%
+$5,332.16 
JNJ Johnson & Johnson
+0.72%
+$2,135.46 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.7%
+$1,739.76 
XLV Health Care Select Sector SPDR Fund
+0.63%
+$1,351 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.63%
+$1,344 
AAPB GraniteShares 2x Long AAPL Daily ETF
+0.61%
+$3,623.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.56%
+$1,388.75 
KARO Karooooo Ltd.
+0.55%
+$4,550 
CCEF Calamos CEF Income & Arbitrage ETF
+0.45%
+$1,419.64 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$1,029.18 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$3,998.32 
SHLD Global X Defense Tech ETF
+0.37%
+$3,082.21 
AAPL Apple Inc.
+0.35%
+$20,852.77 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.35%
+$28,817.94 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$89,959.08 
MAR Marriott International Inc. - Class A
+0.24%
+$616.01 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.23%
+$605.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$1,120.21 
RSP Invesco S&P 500 Equal Weight ETF
+0.16%
+$3,600.26 
XLF Financial Select Sector SPDR Fund
+0.12%
+$296.52 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$1,166.4 
TLTI Neos Enhanced Income 20+ Year Treasury Bond ETF
+0.08%
+$1,027.82 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$118.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$127.17 
YQQQ YieldMax N100 Short Option Income Fund
0%
+$22.19 
AAPD Direxion Daily AAPL Bear 1X Shares
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
-$0.06 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AS Amer Sports, Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CCJ Cameco Corporation
0%
$0 
CGBL Capital Group Core Balanced ETF
0%
$0 
COHR Coherent Corp.
0%
$0 
CONL GraniteShares 2x Long Coin ETF
0%
$0 
DTH WisdomTree International High Dividend Fund
0%
$0 
EFAS Global X MSCI SuperDividend EAFE ETF
0%
$0 
ES Eversource Energy
0%
$0 
ETHE Grayscale Ethereum Trust ETF
0%
$0 
FFTY Innovator IBD 50 ETF
0%
$0 
FIGR Figure Technology Solutions Inc Cl A
0%
$0 
GDLC Grayscale Digital Large Cap Fund LLC
0%
$0 
GGLS Direxion Daily GOOGL Bear 1X Shares
0%
$0 
GNLN Greenlane Holdings, Inc.
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
H5919C104
0%
$0 
IGR CBRE Global Real Estate Income Fund
0%
$0 
IOO iShares Global 100 ETF
0%
-$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYRI Neos Real Estate High Income ETF
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
KALU Kaiser Aluminum Corporation
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LOCO El Pollo Loco Holdings Inc.
0%
$0 
MESO Mesoblast Limited Sponsored ADR
0%
$0 
MUD
0%
$0 
PATH Uipath Inc.
0%
$0 
PTIR GraniteShares 2x Palantir ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
QLD ProShares Ultra QQQ
0%
$0 
REZ iShares Residential and Multisector Real Estate ETF
0%
$0 
RFIX Simplify Bond Bull ETF
0%
$0 
RZLV Rezolve AI Ltd.
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
SEZL Sezzle Inc.
0%
+$0.07 
SMCL
0%
$0 
SPBO SPDR Portfolio Corporate Bond ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SQQQ ProShares UltraPro Short QQQ
0%
$0 
SSO ProShares Ultra S&P500
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWM ProShares UltraShort Russell2000
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
XHB SPDR S&P Homebuilders ETF
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
MDB MongoDB Inc.
-4.86%
-$40,139.02 
FVRR Fiverr International Ltd.
-4.09%
-$13,019 
CRWD CrowdStrike Holdings, Inc.
-3.7%
-$78,949.15 
GTLB GitLab Inc.
-3.58%
-$11,590 
AXON Axon Enterprise, Inc.
-3.09%
-$23,600.54 
DOCU DocuSign Inc.
-2.98%
-$10,662.6 
MCO Moody's Corporation
-2.93%
-$7,934.05 
WEN The Wendy's Company
-2.8%
-$5,472.5 
NOW ServiceNow, Inc.
-2.52%
-$9,147.6 
SCHW Charles Schwab Corporation
-2.52%
-$18,769.5 
BA Boeing Company
-2.23%
-$5,049.72 
CRM Salesforce Inc
-2.15%
-$12,331.35 
AJG Arthur J. Gallagher & Co.
-2.14%
-$19,983.54 
SDOW ProShares UltraPro Short Dow30
-2.05%
-$8,073.81 
AMZZ GraniteShares 2x Long Amazon Daily ETF
-1.94%
-$16,607.95 
DKNG DraftKings Inc.
-1.93%
-$33,818.38 
PANW Palo Alto Networks, Inc.
-1.87%
-$13,234.83 
FIVN Five9 Inc.
-1.83%
-$11,750 
PLTR Palantir Technologies Inc.
-1.62%
-$60,290.98 
WMT Walmart Inc.
-1.61%
-$19,515.42 
VG Venture Global Inc.
-1.61%
-$5,128.31 
TOST Toast Inc.
-1.56%
-$6,816 
GOOG Alphabet Inc
-1.47%
-$12,033.14 
GOOGL Alphabet Inc
-1.37%
-$57,910.6 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.32%
-$6,360.97 
V Visa Inc. Class A
-1.32%
-$3,386.76 
GEHC GE HealthCare Technologies Inc.
-1.26%
-$8,443.51 
CRSH YieldMax Short TSLA Option Income Strategy ETF
-1.24%
-$5,121.12 
IBM International Business Machines Corporation
-1.17%
-$12,317.5 
SHOP Shopify Inc.
-1.17%
-$11,904.5 
BXMX Nuveen S&P 500 Buy-Write Income Fund
-1.15%
-$19,589.06 
MSFT Microsoft Corp.
-1.13%
-$74,801.2 
AMZN Amazon.com Inc
-0.98%
-$60,988.05 
SNOW Snowflake Inc.
-0.95%
-$3,849.75 
ISRG Intuitive Surgical, Inc.
-0.88%
-$3,644.93 
UBER Uber Technologies, Inc.
-0.86%
-$16,132.4 
SH ProShares Short S&P500
-0.78%
-$3,325.66 
DECK Deckers Outdoor Corporation
-0.7%
-$6,755.43 
PG Procter & Gamble Co
-0.68%
-$2,302.8 
ALLT Allot Ltd.
-0.61%
-$1,815 
MELI MercadoLibre, Inc.
-0.53%
-$3,624.68 
DASH DoorDash, Inc.
-0.52%
-$4,481.56 
SPLV Invesco S&P 500 Low Volatility ETF
-0.47%
-$2,824.17 
HD The Home Depot, Inc.
-0.43%
-$849.61 
RTX RTX Corporation
-0.4%
-$2,999.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.39%
-$1,365.32 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$1,387.2 
META Meta Platforms Inc Class A
-0.32%
-$8,667.88 
O Realty Income Corporation
-0.29%
-$755.25 
DIS The Walt Disney Company
-0.28%
-$509.76 
KHC The Kraft Heinz Company
-0.27%
-$784.77 
PCN PIMCO Corporate & Income Strategy Fund
-0.26%
-$461.01 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.22%
-$1,111.75 
NLY Annaly Capital Management, Inc.
-0.22%
-$888 
BROS Dutch Bros Inc.
-0.18%
-$1,002 
GE General Electric Company
-0.18%
-$3,176.95 
PTY PIMCO Corporate & Income Opportunity Fund
-0.17%
-$1,473.24 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$519.37 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$450 
KLIP KraneShares China Internet & Covered Call Strategy ETF
-0.09%
-$183.66 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$274.56 
NEE NextEra Energy, Inc.
-0.08%
-$806.05 
PDI Pimco Dynamic Income Fund
-0.06%
-$247.81 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$2,238.56 
NET Cloudflare Inc.
-0.04%
-$312.98 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$127.89 
GEV GE Vernova Inc.
-0.03%
-$288.64 
LRGG Macquarie Focused Large Growth ETF
0%
-$76.51 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
0%
-$5.77 
CANQ Calamos Alternative Nasdaq & Bond ETF
0%
-$1.95 
EMEQ Macquarie Focused Emerging Markets Equity ETF
0%
-$13.72 Events
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Dividends
Dividend Analysis
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| Trades 2201 | Longs Won 1260/2201 57% | Profit Factor 6.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $476,153.52 |
| Average Win $144,730.13 | Best Trade (Mar 31) $12.01M | Sharpe Ratio -15.69 |
| Average Loss -$29,180.91 | Worst Trade (Jul 26) -$2.08M | Z-Score -2.87 (100%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $70,377.43 |
| 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 | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Elliot Kallen?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraPro QQQ - $33.59M, ProShares UltraPro S&P500 - $5.47M, Vanguard S&P 500 ETF - $3.86M, Invesco QQQ Trust, Series 1 - $3.4M, and NVIDIA Corporation - $2.86M. 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: View, Inc - $2.08M, Celsius Holdings Inc - $1.35M, ProShares UltraPro Short QQQ - $922,672.94, Direxion Daily S&P 500 High Beta Bear 3X Shares - $781,632.22, and Graniteshares 2x Long Nvidia Daily ETF - $524,719. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elliot Kallen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.69M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $713,625.37, ProShares UltraPro QQQ - $651,381.46, Vanguard S&P 500 ETF - $567,878.03, Schwab U.S. Large-Cap ETF - $533,318.75, and SPDR Portfolio High Yield Bond ETF - $495,512.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elliot Kallen's monthly returns?
Elliot Kallen'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 Elliot Kallen's strategy be considered aggressive or moderate?
Elliot Kallen'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 Elliot Kallen's strategy?
Elliot Kallen'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.
