SN
Susan Norris Portfolio
Invests via Alpine Woods Capital Investors LLC | Managed by Susan Norris
Invests via Alpine Woods Capital Investors LLC
Managed by Susan Norris
Automatically Tracked
Susan Norris Profile
Susan Norris possesses a rich professional background in corporate leadership and entrepreneurial endeavors, excelling in driving business growth across diverse sectors. With significant experience in establishing innovative solutions, she has made noteworthy contributions to both startups and established firms alike. Her ability to integrate technology with market strategies has positioned her as a key player in fostering industry advancements. In addition to her operational expertise, Susan actively engages with investor communities, leveraging her insights to bridge the gap between capital markets and emerging enterprises. Through her dynamic career trajectory, she embodies a commitment to creating impactful partnerships that enhance competitiveness and profitability.
Susan Norris possesses a rich professional background in corporate leadership and entrepreneurial endeavors, excelling in driving business growth across diverse sectors. With significant experience in establishing innovative solutions, she has made noteworthy contributions to both startups and established firms alike. Her ability to integrate technology with market strategies has positioned her as a key player in fostering industry advancements. In addition to her operational expertise, Susan actively engages with investor communities, leveraging her insights to bridge the gap between capital markets and emerging enterprises. Through her dynamic career trajectory, she embodies a commitment to creating impactful partnerships that enhance competitiveness and profitability.
Investment Philosophy & Strategy
Opportunities in evolving markets are a focus for Susan Norris, who leverages her extensive corporate leadership and entrepreneurial experience to uncover value. With a proven track record in integrating technology with strategic growth initiatives, she emphasizes innovative approaches that drive business success across various sectors. Her knack for identifying trends allows her to navigate competitive landscapes effectively, fostering resilience and expansion among the ventures she supports. Engaging actively with investor communities, there is a distinctive emphasis on collaboration and partnership building as essential elements of achieving sustainable growth.
Opportunities in evolving markets are a focus for Susan Norris, who leverages her extensive corporate leadership and entrepreneurial experience to uncover value. With a proven track record in integrating technology with strategic growth initiatives, she emphasizes innovative approaches that drive business success across various sectors. Her knack for identifying trends allows her to navigate competitive landscapes effectively, fostering resilience and expansion among the ventures she supports. Engaging actively with investor communities, there is a distinctive emphasis on collaboration and partnership building as essential elements of achieving sustainable growth.
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:
53.99%
Gain -1.84%
Monthly
0.73%
Yearly
9.17%
Drawdown
23.32%
$440.05M
Equity
Holdings
$440.05M
Investment
$314.26M
$1.04B
Profit -$9.9M
Realized
$918.03M
Unrealized
$125.78M
Dividends
$327.09M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.84%
Profit
-$9.9M
Win %
69%
This Week
Compared To Last Week
Gain
-1.81%
Profit
-$8.12M
Win %
69%
This Month
Compared to last month
Gain
-3.25%
Profit
-$14.8M
Win %
69%
This Year
Compared to last year
Gain
-0.42%
Profit
-$1.84M
Win %
70%
INTC Intel Corporation
+13.6%
+$110,479.6 
AMD Advanced Micro Devices, Inc.
+9.18%
+$96,136.7 
META Meta Platforms Inc Class A
+9.18%
+$289,997.41 
QCOM QUALCOMM Incorporated
+7.42%
+$371,909.29 
RBRK Rubrik, Inc.
+5.35%
+$27,247.08 
MP MP Materials Corp.
+5.31%
+$45,496.26 
RDDT Reddit Inc Class A
+4.73%
+$10,517.21 
MRVL Marvell Technology, Inc.
+4.4%
+$73,551.5 
VSEC VSE Corporation
+4.22%
+$9,293.57 
CRWD CrowdStrike Holdings, Inc.
+4.1%
+$88,913.47 
HOOD Robinhood Markets, Inc.
+4.01%
+$31,200 
LRCX Lam Research Corporation
+3.77%
+$76,984.17 
AMAT Applied Materials, Inc.
+3.6%
+$9,814.12 
XLC Communication Services Select Sector SPDR Fund
+3.4%
+$18,850 
CECO CECO Environmental Corp.
+3.4%
+$8,533.76 
SRAD Sportradar Group AG
+3.34%
+$6,548.44 
SKYY First Trust Cloud Computing ETF
+3.11%
+$17,640 
IBKR Interactive Brokers Group Inc.
+3.1%
+$23,159.01 
KLAC KLA Corporation
+3.01%
+$13,246.78 
NXT Nextracker Inc.
+2.99%
+$5,598.61 
NFLX Netflix, Inc.
+2.69%
+$53,229.4 
EQIX Equinix, Inc.
+2.59%
+$184,820.52 
IMAX Imax Corporation
+2.52%
+$31,083.43 
RGEN Repligen Corporation
+2.5%
+$9,590.95 
DLR Digital Realty Trust, Inc.
+2.49%
+$17,401.82 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.45%
+$8,820 
GOOG Alphabet Inc
+2.35%
+$279,183.04 
HROW Harrow Inc.
+2.28%
+$3,925.1 
XLK State Street Technology Select Sector SPDR ETF
+2.15%
+$20,399.95 
REAL The RealReal, Inc.
+2.12%
+$4,010.6 
PANW Palo Alto Networks, Inc.
+2.1%
+$80,837.55 
TJX The TJX Companies, Inc.
+2.09%
+$71,624.54 
IGV iShares Expanded Tech-Software Sector ETF
+2.09%
+$10,682 
AS Amer Sports, Inc.
+2.06%
+$6,051.65 
AMPX Amprius Technologies Inc.
+2.05%
+$2,351.89 
VGT Vanguard Information Technology ETF
+2.04%
+$14,200 
VUG Vanguard Growth ETF
+2.03%
+$17,280 
GOOGL Alphabet Inc
+2.01%
+$43,079.11 
HLI Houlihan Lokey Inc.
+2.01%
+$32,117.19 
PH Parker-Hannifin Corporation
+1.99%
+$5,186.05 
NVMI Nova Ltd.
+1.94%
+$6,147.9 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.82%
+$26,264.32 
PAYS Paysign Inc.
+1.74%
+$4,888.45 
HEI Heico Corporation
+1.73%
+$46,287.1 
SON Sonoco Products Co.
+1.68%
+$3,663.76 
CARR Carrier Global Corporation
+1.65%
+$3,309.02 
AMGN Amgen Inc.
+1.65%
+$159,184.44 
PIPR Piper Sandler Companies
+1.58%
+$4,280.01 
COCO The Vita Coco Company, Inc.
+1.58%
+$3,815.08 
VRT Vertiv Holdings Co
+1.56%
+$11,824.8 
TOL Toll Brothers Inc
+1.55%
+$3,502 
BF-B Brown-Forman Corporation
+1.54%
+$3,200 
GRMN Garmin Ltd.
+1.54%
+$51,968.26 
ROK Rockwell Automation, Inc.
+1.51%
+$19,008.43 
KRMN Karman Holdings Inc.
+1.48%
+$2,275.82 
AXON Axon Enterprise, Inc.
+1.45%
+$3,687.11 
IXUS iShares Core International Stock ETF
+1.4%
+$10,759.98 
NVDA NVIDIA Corporation
+1.38%
+$147,796.51 
MCK McKesson Corporation
+1.36%
+$13,601.2 
VIAV Viavi Solutions Inc.
+1.36%
+$2,325.12 
CAT Caterpillar Inc.
+1.34%
+$8,450.43 
EFC ELLINGTON FINANCIAL INC 1EL REIT
+1.33%
+$3,150.68 
TSCO Tractor Supply Company
+1.29%
+$21,349.26 
MC Moelis & Company
+1.26%
+$2,744.25 
DHR Danaher Corporation
+1.19%
+$31,174.66 
LNG Cheniere Energy Inc.
+1.18%
+$52,918.8 
PSCH Invesco S&P SmallCap Health Care ETF
+1.17%
+$4,612.5 
FLS Flowserve Corporation
+1.16%
+$3,166.92 
TT Trane Technologies plc
+1.15%
+$38,793.6 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.14%
+$6,330 
ISRG Intuitive Surgical, Inc.
+1.13%
+$30,702.71 
AMZN Amazon.com Inc
+1.12%
+$61,807.95 
POOL Pool Corporation
+1.11%
+$2,310.11 
VRTX Vertex Pharmaceuticals Incorporated
+1.06%
+$3,774.6 
CCJ Cameco Corporation
+1.05%
+$9,307.2 
COLD Americold Realty Trust
+1.04%
+$3,060.15 
EMR Emerson Electric Co.
+1.04%
+$51,604.8 
TMO Thermo Fisher Scientific Inc.
+1.04%
+$16,649.86 
IFF International Flavors & Fragrances Inc.
+1.02%
+$33,605.65 
TFC Truist Financial Corporation
+1.02%
+$30,965.22 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+1.01%
+$2,485.02 
ONDS Ondas Holdings Inc.
+0.95%
+$3,850 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.95%
+$3,990 
GS The Goldman Sachs Group, Inc.
+0.94%
+$7,647.08 
PPG PPG Industries Inc.
+0.93%
+$32,089.2 
LH Labcorp Holdings Inc.
+0.93%
+$18,047.7 
ORCL Oracle Corporation
+0.89%
+$2,508 
GNTX Gentex Corporation
+0.88%
+$1,987.05 
SIRI Sirius XM Holdings Inc.
+0.86%
+$2,334.26 
VST Vistra Corp
+0.85%
+$7,932.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.81%
+$4,770 
GILD Gilead Sciences Inc.
+0.8%
+$4,217.5 
WMT Walmart Inc.
+0.76%
+$5,958.47 
CGNX Cognex Corporation
+0.76%
+$3,271.67 
MSI Motorola Solutions, Inc.
+0.76%
+$31,682.04 
TXN Texas Instruments Inc
+0.75%
+$45,012.03 
DHI D.R. Horton, Inc.
+0.75%
+$14,029.58 
JNJ Johnson & Johnson
+0.74%
+$52,148.31 
LLY Eli Lilly and Company
+0.72%
+$41,803.61 
AAPL Apple Inc.
+0.71%
+$79,826.07 
MAMA Mama's Creations Inc.
+0.68%
+$1,954.26 
SO The Southern Company
+0.62%
+$36,356.94 
USB U.S. Bancorp
+0.61%
+$19,898.29 
WFC Wells Fargo & Company
+0.6%
+$90,579.32 
URI United Rentals, Inc.
+0.56%
+$17,458.02 
AVGO Broadcom Inc.
+0.54%
+$89,545.82 
BAC Bank of America Corporation
+0.54%
+$43,596.23 
SEI Solaris Energy Infrastructure Inc.
+0.53%
+$1,370.48 
UBER Uber Technologies, Inc.
+0.51%
+$16,352.28 
FROG JFrog Ltd
+0.42%
+$1,990.56 
BEPC Brookfield Renewable Corporation
+0.42%
+$10,749.25 
TTC The Toro Company
+0.42%
+$939.51 
GWW W.W. Grainger, Inc.
+0.41%
+$7,798.69 
JPM JPMorgan Chase & Co.
+0.38%
+$53,145.74 
RJF Raymond James Financial Inc.
+0.38%
+$4,987.08 
SNOW Snowflake Inc.
+0.38%
+$5,370.16 
CSL Carlisle Companies Inc.
+0.34%
+$1,219 
ABBV AbbVie Inc.
+0.31%
+$25,593.88 
XLV Health Care Select Sector SPDR Fund
+0.31%
+$1,086.28 
CMI Cummins Inc.
+0.3%
+$22,377.94 
ABT Abbott Laboratories
+0.21%
+$9,504.44 
FHN First Horizon Corporation
+0.19%
+$495.99 
BKR Baker Hughes Company
+0.18%
+$3,705.76 
OLED Universal Display Corporation
+0.18%
+$413.7 
VYM Vanguard High Dividend Yield ETF
+0.16%
+$800 
MCD McDonald's Corporation
+0.15%
+$3,879.8 
BKNG Booking Holdings Inc.
+0.15%
+$4,024.57 
ABNB Airbnb, Inc.
+0.14%
+$1,737.88 
ASH Ashland Inc.
+0.12%
+$297.13 
LHX L3Harris Technologies, Inc.
+0.12%
+$9,395.07 
CTAS Cintas Corporation
+0.11%
+$761.2 
PG Procter & Gamble Co
+0.1%
+$2,082.78 
V Visa Inc. Class A
+0.08%
+$1,637.99 
PB Prosperity Bancshares Inc.
+0.08%
+$211.69 
SNA Snap-on Inc.
+0.07%
+$1,653 
WTS Watts Water Technologies Inc.
+0.07%
+$168.72 
DGX Quest Diagnostics Inc.
+0.07%
+$1,138.4 
INGR Ingredion Inc.
+0.05%
+$481.1 
LXP LXP Industrial Trust
+0.04%
+$127.5 
LKQ LKQ Corporation
+0.02%
+$46.45 
SBAC SBA Communications Corporation
+0.02%
+$918 
CSCO Cisco Systems, Inc.
+0.01%
+$519.66 
MSFT Microsoft Corp.
0%
+$441.98 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FDX FedEx Corporation
-3.67%
-$13,012.56 
GRDN Guardian Pharmacy Services Inc.
-3.31%
-$13,404.04 
XOM Exxon Mobil Corporation
-3.1%
-$7,848.34 
IOT Samsara Inc. Class A Common Stock
-2.83%
-$8,481.76 
PSX Phillips 66
-2.74%
-$64,743.47 
UNP Union Pacific Corporation
-2.71%
-$92,415 
GH Guardant Health Inc.
-2.4%
-$6,794 
CARL Carlsmed, Inc.
-2.25%
-$5,439.7 
SMG Scotts Miracle-Gro Co.
-2.21%
-$3,725.92 
WKC World Kinect Corporation
-1.86%
-$4,710.1 
AGI Alamos Gold Inc.
-1.76%
-$4,977 
STLD Steel Dynamics Inc.
-1.69%
-$107,435.85 
SBUX Starbucks Corporation
-1.59%
-$21,863.68 
ET Energy Transfer L.P.
-1.58%
-$4,020 
HNGE Hinge Health Inc.
-1.41%
-$40,116.92 
PRVA Privia Health Group, Inc.
-1.41%
-$4,284.84 
VLY Valley National Bancorp
-1.36%
-$4,635.18 
KRP Kimbell Royalty Partners, LP
-1.33%
-$3,578.45 
PLBC Plumas Bancorp
-1.27%
-$3,180 
WM Waste Management, Inc.
-1.18%
-$76,291.11 
AEM Agnico Eagle Mines Limited
-1.12%
-$108,929.45 
HESM Hess Midstream LP
-1.1%
-$3,529.24 
GXO GXO Logistics Inc.
-1.09%
-$3,501 
RS Reliance Inc.
-1.06%
-$39,720.92 
MNST Monster Beverage Corporation
-1.02%
-$7,087.08 
CDW CDW Corporation
-0.83%
-$2,440 
ELV Elevance Health, Inc.
-0.83%
-$2,260.63 
PRSU Pursuit Attractions and Hospitality
-0.78%
-$2,084.68 
NOMD Nomad Foods Ltd.
-0.7%
-$1,169.47 
MSM MSC Industrial Direct Co., Inc.
-0.7%
-$1,558.9 
TMUS T-Mobile US, Inc.
-0.68%
-$3,567.27 
HOPE Hope Bancorp Inc.
-0.65%
-$1,930.77 
HWM Howmet Aerospace Inc.
-0.59%
-$1,270.24 
PGEN Precigen Inc.
-0.58%
-$10,332.81 
KHC The Kraft Heinz Company
-0.57%
-$14,401.66 
UNH UnitedHealth Group Incorporated
-0.57%
-$4,059.18 
CMS CMS Energy Corporation
-0.54%
-$1,662.5 
NEE NextEra Energy, Inc.
-0.52%
-$4,305 
HWC Hancock Whitney Corporation
-0.51%
-$1,497.58 
KMI Kinder Morgan, Inc.
-0.5%
-$2,352 
MDLZ Mondelez International, Inc.
-0.49%
-$33,507.92 
MDT Medtronic plc
-0.49%
-$30,820.95 
BRK-A Berkshire Hathaway Inc.
-0.48%
-$3,695.12 
PRI Primerica Inc.
-0.48%
-$12,629.55 
GIS General Mills, Inc.
-0.47%
-$12,576.77 
HD The Home Depot, Inc.
-0.46%
-$21,696.85 
MTB M&T Bank Corporation
-0.44%
-$1,465 
CME CME Group Inc.
-0.43%
-$5,567.29 
NOC Northrop Grumman Corporation
-0.42%
-$10,053.93 
PEP PepsiCo, Inc.
-0.4%
-$22,094.39 
COLM Columbia Sportswear Company
-0.39%
-$775.94 
DOV Dover Corporation
-0.35%
-$715 
J Jacobs Solutions Inc.
-0.33%
-$4,306.05 
CWST Casella Waste Systems Inc.
-0.33%
-$1,048.93 
STZ Constellation Brands, Inc.
-0.32%
-$5,196.73 
BHP BHP Group Ltd.
-0.28%
-$835.2 
WMB The Williams Companies, Inc.
-0.28%
-$13,746.61 
EVRG Evergy Inc.
-0.27%
-$15,784.23 
AVT Avnet Inc.
-0.26%
-$933.5 
HALO Halozyme Therapeutics Inc.
-0.24%
-$1,277.91 
KMT Kennametal Inc.
-0.23%
-$429.1 
MET MetLife Inc.
-0.22%
-$8,622.01 
XRAY Dentsply Sirona Inc.
-0.21%
-$598.3 
MOO VanEck Agribusiness ETF
-0.17%
-$420 
LIN Linde plc
-0.14%
-$1,050.19 
BNY BlackRock New York Municipal Income Trust
-0.11%
-$6,073.08 
ONB Old National Bancorp
-0.1%
-$278.57 
LFST LifeStance Health Group, Inc.
-0.08%
-$260.29 
SPG Simon Property Group, Inc.
-0.07%
-$2,327.25 
BMY Bristol-Myers Squibb Company
-0.02%
-$240.02 
FULT Fulton Financial Corporation
-0.01%
-$17.42 
LGN Legence Corp.
-0.01%
-$14.21 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 10077 | Longs Won 6483/10077 64% | Profit Factor 3.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,927.05 |
| Average Win $215,226.54 | Best Trade (Jun 30) $21.1M | Sharpe Ratio -22.78 |
| Average Loss -$97,801.79 | Worst Trade (Jun 30) -$6.9M | Z-Score -8.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 5d | Expectancy $103,583.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,261 | $6.38M | $11.26M | - | $4.88M | 76.55% | +0.714% |
| ABBV AbbVie Inc. | 30,836 | $5.4M | $8.17M | - | $2.77M | 51.34% | +0.314% |
| ABNB Airbnb, Inc. | 7,556 | $1.08M | $1.26M | - | $176,432.52 | 16.32% | +0.138% |
| ABT Abbott Laboratories | 43,202 | $3.95M | $4.44M | - | $491,428.28 | 12.44% | +0.214% |
| AEM Agnico Eagle Mines Limited | 48,629 | $2.63M | $9.59M | - | $6.96M | 264.88% | -1.123% |
| AGI Alamos Gold Inc. | 7,900 | $304,782 | $277,211 | - | -$27,571 | -9.05% | -1.764% |
| AMAT Applied Materials, Inc. | 613 | $209,517.27 | $282,335.54 | - | $72,818.27 | 34.76% | +3.601% |
| AMD Advanced Micro Devices, Inc. | 1,870 | $273,009.71 | $1.14M | - | $869,990.39 | 318.67% | +9.183% |
| AMGN Amgen Inc. | 25,029 | $7.56M | $9.81M | - | $2.25M | 29.73% | +1.649% |
| AMPX Amprius Technologies Inc. | 12,061 | $262,206.14 | $116,931.39 | - | -$145,274.75 | -55.4% | +2.053% |
| AMZN Amazon.com Inc | 21,687 | $3.5M | $5.56M | - | $2.06M | 58.76% | +1.123% |
| AS Amer Sports, Inc. | 11,003 | $363,853.14 | $300,161.84 | - | -$63,691.3 | -17.5% | +2.058% |
| ASH Ashland Inc. | 3,714 | $206,731.29 | $256,785.96 | - | $50,054.67 | 24.21% | +0.116% |
| AVGO Broadcom Inc. | 46,320 | $2.23M | $16.65M | - | $14.42M | 646.18% | +0.541% |
| AVT Avnet Inc. | 3,734 | $230,089.08 | $357,978.58 | - | $127,889.5 | 55.58% | -0.26% |
| AXON Axon Enterprise, Inc. | 569 | $241,648.61 | $258,462.56 | - | $16,813.95 | 6.96% | +1.447% |
| BAC Bank of America Corporation | 140,633 | $4.97M | $8.16M | - | $3.19M | 64.08% | +0.537% |
| BEPC Brookfield Renewable Corporation | 85,994 | $3.08M | $2.58M | - | -$498,300.97 | -16.16% | +0.418% |
| BF-B Brown-Forman Corporation | 8,000 | $211,520 | $210,720 | - | -$800 | -0.38% | +1.542% |
| BHP BHP Group Ltd. | 3,480 | $253,135.2 | $299,384.4 | - | $46,249.2 | 18.27% | -0.278% |
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 Susan Norris?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $89.85M, Bank of America Corporation - $35.43M, Wells Fargo & Company - $33.41M, Alphabet Inc - $29.35M, and Broadcom Inc - $24.89M. 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: Newell Brands Inc - $7.82M, CVS Health Corporation - $7.35M, Teva Pharmaceutical Industries Ltd. ADR - $5.94M, Ryder System Inc - $5.05M, and American Eagle Outfitters, Inc - $5.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Susan Norris's portfolio generate?
The portfolio generates substantial dividend income, with a total of $327.09M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $15.4M, MFA Financial Inc - $12.09M, Scorpio Tankers Inc - $9.97M, Invesco Mortgage Capital Inc - $9.44M, and Starwood Property Trust Inc - $8.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Susan Norris's monthly returns?
Susan Norris'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 Susan Norris's strategy be considered aggressive or moderate?
Susan Norris'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 Susan Norris's strategy?
Susan Norris'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.
