Kathryn Brown Portfolio
Invests via Morton Brown Family Wealth LLC | Managed by Kathryn Brown
Invests via Morton Brown Family Wealth LLC
Managed by Kathryn Brown
Automatically Tracked
Kathryn Brown Profile
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
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:
64.13%
Gain -1.23%
Monthly
0.97%
Yearly
12.29%
Drawdown
18.22%
$411.57M
Equity
Holdings
$411.57M
Investment
$300.95M
$114.73M
Profit -$2.91M
Realized
$4.11M
Unrealized
$110.62M
Dividends
$22.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.23%
Profit
-$2.91M
Win %
74%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.4M
Win %
74%
This Month
Compared to last month
Gain
-1.48%
Profit
-$6.18M
Win %
74%
This Year
Compared to last year
Gain
8.76%
Profit
$33.16M
Win %
75%
MU Micron Technology, Inc.
+12.17%
+$8,534.16 
AMD Advanced Micro Devices, Inc.
+8.11%
+$14,301 
AMAT Applied Materials, Inc.
+7.39%
+$466.2 
OKLO Oklo Inc.
+6.31%
+$786 
GLW Corning Incorporated
+6.08%
+$9,309.99 
LRCX Lam Research Corporation
+4.97%
+$304.8 
WWD Woodward Inc.
+4.12%
+$1,289.6 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$378.29 
MS Morgan Stanley
+2.59%
+$535.08 
TSLA Tesla, Inc.
+2.53%
+$1,272.96 
VGT Vanguard Information Technology ETF
+2.46%
+$889.6 
XOM Exxon Mobil Corporation
+2.26%
+$3,859.2 
AVGO Broadcom Inc.
+2.21%
+$34,244.04 
IWO iShares Russell 2000 Growth ETF
+2%
+$7.48 
NVDA NVIDIA Corporation
+1.97%
+$14,223.47 
HITI High Tide Inc.
+1.85%
+$0.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.66%
+$17,091.3 
HON Honeywell International Inc.
+1.63%
+$18.4 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$24,792.87 
COP ConocoPhillips
+1.57%
+$323.96 
IBB iShares Biotechnology ETF
+1.49%
+$219.62 
BAC Bank of America Corporation
+1.32%
+$9,454.4 
BMY Bristol-Myers Squibb Company
+1.28%
+$154 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$934.91 
UNIT Uniti Group Inc.
+1%
+$0.44 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.96%
+$3,543.28 
VUG Vanguard Growth ETF
+0.94%
+$686.4 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$1.04M 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$137,516.44 
VOO Vanguard S&P 500 ETF
+0.83%
+$599.96 
OPTT Ocean Power Technologies Inc.
+0.79%
+$87.43 
VTV Vanguard Value ETF
+0.77%
+$630 
PFE Pfizer Inc.
+0.77%
+$219.64 
TFC Truist Financial Corporation
+0.74%
+$162.26 
AMGN Amgen Inc.
+0.57%
+$1,388.96 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$384.54 
AAPL Apple Inc.
+0.35%
+$9,871.6 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$44.28 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.23%
+$1.5 
NOK Nokia Corporation Sponsored ADR
+0.2%
+$0.04 
UBSI United Bankshares, Inc.
+0.06%
+$3.72 
ABT Abbott Laboratories
+0.06%
+$6.18 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$127.08 
UPS United Parcel Service, Inc.
+0.04%
+$5.76 
FCX Freeport-McMoRan Inc.
+0.03%
+$2.02 
BNDX Vanguard Total International Bond ETF
+0.02%
+$2,364.83 
CAVA Cava Group Inc.
+0.02%
+$0.5 
HUM Humana Inc.
+0.01%
+$0.5 
MRK Merck & Co., Inc.
+0.01%
+$1.19 
USXF iShares ESG Aware MSCI USA ETF
0%
+$0.09 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AME Ametek Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMTM Amentum Holdings, Inc.
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AWK American Water Works Company, Inc.
0%
+$0.01 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BGRN iShares USD Green Bond ETF
0%
$0 
BN Brookfield Corporation
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CAPL CrossAmerica Partners L.P.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CECO CECO Environmental Corp.
0%
$0 
CHEF The Chefs' Warehouse, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CMI Cummins Inc.
0%
$0 
CNF Cnfinance Holdings Ltd.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DE Deere & Company
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EGHT 8x8 Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FRPT Freshpet Inc.
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
GD General Dynamics Corporation
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GH Guardant Health Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GOSS Gossamer Bio Inc.
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HSY The Hershey Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
ICLR ICON plc
0%
$0 
IDCC InterDigital, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IHE iShares U.S. Pharmaceuticals ETF
0%
$0 
IIPR Innovative Industrial Properties Inc.
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
-$0.02 
META Meta Platforms Inc Class A
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MP MP Materials Corp.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NMAX Newsmax Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
OLED Universal Display Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
OSK Oshkosh Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.01 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.01 
REET iShares Global REIT ETF
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBSW Sibanye Stillwater Ltd - ADR
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOLV Solventum Corporation
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STT State Street Corp
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SVM Silvercorp Metals Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
0%
-$0.01 
VIOV Vanguard S&P Small-Cap 600 Value ETF
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VLGEA Village Super Market, Inc. Class A Common Stock
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTRS Viatris Inc.
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WTV WisdomTree U.S. Value Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$5,416.8 
ADBE Adobe Inc.
-3.23%
-$22.74 
PM Philip Morris International Inc.
-2.43%
-$313.56 
BA Boeing Company
-2.23%
-$280.8 
NOC Northrop Grumman Corporation
-2.23%
-$4,026.16 
SQ Block, Inc.
-1.94%
-$1,580 
WMT Walmart Inc.
-1.61%
-$2,400.06 
KEY KeyCorp
-1.59%
-$412.92 
CL Colgate-Palmolive Company
-1.56%
-$20.02 
GOOG Alphabet Inc
-1.47%
-$1,036 
GOOGL Alphabet Inc
-1.37%
-$3,562.23 
LIN Linde plc
-1.37%
-$35.1 
IBM International Business Machines Corporation
-1.17%
-$730 
MDT Medtronic plc
-1.13%
-$11.28 
AMZN Amazon.com Inc
-0.98%
-$1,742.17 
D Dominion Energy, Inc.
-0.72%
-$19.89 
COST Costco Wholesale Corporation
-0.7%
-$342.16 
MDLZ Mondelez International, Inc.
-0.68%
-$313.24 
UGI UGI Corporation
-0.65%
-$150.48 
SO The Southern Company
-0.65%
-$191.54 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$5.54 
SBUX Starbucks Corporation
-0.34%
-$59.4 
COR Cencora, Inc.
-0.3%
-$36.8 
DIS The Walt Disney Company
-0.28%
-$485.19 
RJF Raymond James Financial Inc.
-0.23%
-$5.07 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.22%
-$601.75 
BROS Dutch Bros Inc.
-0.18%
-$12 
STAG Stag Industrial Inc.
-0.12%
-$1.5 
APD Air Products and Chemicals, Inc.
-0.08%
-$718.32 
NEE NextEra Energy, Inc.
-0.08%
-$72.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,494.7 
DELL Dell Technologies Inc.
-0.04%
-$8.5 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$24.51 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$0.81 
DLS WisdomTree International SmallCap Dividend Fund
0%
-$4.01 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
-$0.36 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
-$1.96 Events
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Dividends
Dividend Analysis
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| Trades 2456 | Longs Won 1172/2456 47% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $703,241.47 |
| Average Win $102,038.51 | Best Trade (Jul 22) $30.99M | Sharpe Ratio -11.52 |
| Average Loss -$26,850.3 | Worst Trade (Dec 30) -$8.25M | Z-Score -2.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 4d | Expectancy $46,714.62 |
| 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% | 0.03% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kathryn Brown?
The largest contributions to the portfolio's profits come from the following stocks: Avantis Emerging Markets Equity ETF - $2.34M, Broadcom Inc - $1.86M, Avantis International Small Cap Value ETF - $1.35M, iShares National Muni Bond ETF - $1.13M, and Vanguard Intermediate-Term Corporate Bond Fund - $961,072.65. 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: Schwab U.S. Broad Market ETF - $7.79M, iShares Global REIT ETF - $1.55M, iShares MSCI EAFE ETF - $1.05M, Vanguard FTSE Emerging Markets ETF - $721,325.17, and Schwab International Small-Cap Equity ETF - $573,207.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathryn Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.58M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.44M, Avantis Emerging Markets Equity ETF - $2.17M, iShares National Muni Bond ETF - $1.91M, Schwab U.S. Broad Market ETF - $1.72M, and Avantis International Small Cap Value ETF - $1.29M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn Brown's monthly returns?
Kathryn Brown'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 Kathryn Brown's strategy be considered aggressive or moderate?
Kathryn Brown'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 Kathryn Brown's strategy?
Kathryn Brown'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.
