Roseann Higgins Portfolio
Invests via PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Managed by Roseann Higgins
Invests via PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Managed by Roseann Higgins
Automatically Tracked
Roseann Higgins Profile
Senior finance executive focused on corporate strategy, M&A and capital markets, with experience advising PE sponsors and corporates on transactions, restructuring and liquidity management. Roseann Higgins combines operational finance leadership with investor relations oversight, supporting due diligence, earnings communications and post-deal integration. Market-relevant strengths include financial modelling, stakeholder engagement and cross-border deal execution.
Senior finance executive focused on corporate strategy, M&A and capital markets, with experience advising PE sponsors and corporates on transactions, restructuring and liquidity management. Roseann Higgins combines operational finance leadership with investor relations oversight, supporting due diligence, earnings communications and post-deal integration. Market-relevant strengths include financial modelling, stakeholder engagement and cross-border deal execution.
Investment Philosophy & Strategy
Brings a transaction-focused, value-oriented investment approach centered on disciplined capital allocation, rigorous due diligence and active portfolio stewardship. Prefers opportunities where strategic M&A, capital-structure optimization and operational integration can unlock value; emphasizes liquidity management, scenario modeling and clear exit pathways. Uses a cross-border, sector-agnostic lens with preference for companies where finance leadership and governance improvements accelerate returns. Time horizon is medium-to-long, with risk managed through covenant, downside protection and staged capital deployment.
Brings a transaction-focused, value-oriented investment approach centered on disciplined capital allocation, rigorous due diligence and active portfolio stewardship. Prefers opportunities where strategic M&A, capital-structure optimization and operational integration can unlock value; emphasizes liquidity management, scenario modeling and clear exit pathways. Uses a cross-border, sector-agnostic lens with preference for companies where finance leadership and governance improvements accelerate returns. Time horizon is medium-to-long, with risk managed through covenant, downside protection and staged capital deployment.
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:
21.1%
Gain +0.06%
Monthly
0.89%
Yearly
11.28%
Drawdown
12.48%
$876.13M
Equity
Holdings
$876.13M
Investment
$738.41M
$145.97M
Profit +$517,029.87
Realized
$8.26M
Unrealized
$137.71M
Dividends
$28.64M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$517,029.87
Win %
65%
This Week
Compared To Last Week
Gain
0.51%
Profit
$4.41M
Win %
65%
This Month
Compared to last month
Gain
2.3%
Profit
$19.72M
Win %
65%
This Year
Compared to last year
Gain
4.09%
Profit
$34.47M
Win %
65%
HONA Honeywell Aerospace Inc.
+3.48%
+$7,915.32 
USB U.S. Bancorp
+2.89%
+$17,262.34 
PNC The PNC Financial Services Group, Inc.
+2.65%
+$94,647.46 
UL Unilever PLC Sponsored American Depositary Receipt
+2.65%
+$63,230.67 
C Citigroup Inc.
+2.56%
+$84,665.88 
RTX RTX Corporation
+2.43%
+$11,575.2 
PM Philip Morris International Inc.
+2.37%
+$42,911.31 
NEM Newmont Corporation
+2.29%
+$25,445.3 
TRP TC Energy Corporation
+2.25%
+$43,592.88 
JPM JPMorgan Chase & Co.
+2.2%
+$325,628.71 
LMT Lockheed Martin Corporation
+2.19%
+$35,111.62 
PEP PepsiCo, Inc.
+2.16%
+$56,357.47 
TM Toyota Motor Corporation
+2%
+$6,593.28 
MDLZ Mondelez International, Inc.
+2%
+$40,456.11 
GE General Electric Company
+1.93%
+$72,920.26 
HD The Home Depot, Inc.
+1.89%
+$4,722.31 
TJX The TJX Companies, Inc.
+1.88%
+$84,390.72 
WFC Wells Fargo & Company
+1.87%
+$11,224.42 
AMT American Tower Corporation
+1.85%
+$33,636.96 
HRL Hormel Foods Corporation
+1.83%
+$10,378.5 
ING ING Groep N.V. Sponsored ADR
+1.8%
+$63,164.4 
LOW Lowe's Companies Inc.
+1.79%
+$130,122.72 
DIS The Walt Disney Company
+1.79%
+$58,069.44 
CMS CMS Energy Corporation
+1.75%
+$37,858.86 
BLK BlackRock, Inc.
+1.68%
+$133,339.99 
DUK Duke Energy Corporation
+1.68%
+$34,582 
WEC WEC Energy Group Inc.
+1.57%
+$78,680.33 
COP ConocoPhillips
+1.57%
+$5,101.56 
GD General Dynamics Corporation
+1.56%
+$53,093.26 
MSI Motorola Solutions, Inc.
+1.54%
+$49,427.62 
KO The Coca-Cola Company
+1.5%
+$61,949.58 
RELX Relx PLC Sponsored ADR
+1.48%
+$26,421.78 
EOG EOG Resources, Inc.
+1.47%
+$23,695.97 
PG Procter & Gamble Co
+1.46%
+$90,207.19 
BCS Barclays PLC Sponsored ADR
+1.43%
+$53,693.57 
SLB Schlumberger Limited
+1.42%
+$6,436.94 
RIO Rio Tinto Plc Sponsored ADR
+1.41%
+$27,395.55 
T AT&T Inc.
+1.38%
+$33,772.37 
NIC Nicolet Bankshares Inc.
+1.37%
+$12,149.76 
LIN Linde plc
+1.37%
+$94,416.4 
AROW Arrow Financial Corporation
+1.36%
+$3,000 
CL Colgate-Palmolive Company
+1.32%
+$3,329.38 
MRK Merck & Co., Inc.
+1.25%
+$47,230.82 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.24%
+$7,702.47 
AXP American Express Company
+1.23%
+$86,254.56 
LHX L3Harris Technologies, Inc.
+1.23%
+$42,707.25 
AFL Aflac Inc.
+1.22%
+$45,325.35 
NEE NextEra Energy, Inc.
+1.11%
+$66,883.52 
JNJ Johnson & Johnson
+1.09%
+$144,698.52 
VDE Vanguard Energy ETF
+1.06%
+$4,737.32 
LLY Eli Lilly and Company
+1.06%
+$104,676.04 
CVX Chevron Corporation
+1.04%
+$104,922.54 
AAPL Apple Inc.
+1.03%
+$427,228.84 
TRV The Travelers Companies, Inc.
+1.02%
+$7,890.94 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.02%
+$2,486.55 
BAC Bank of America Corporation
+1.01%
+$18,455.32 
ACN Accenture plc Class A
+1%
+$40,339.69 
CB Chubb Limited
+1%
+$40,841.98 
COST Costco Wholesale Corporation
+1%
+$71,537.12 
PSCM Invesco S&P SmallCap Materials ETF
+0.99%
+$5,215.44 
ITW Illinois Tool Works Inc.
+0.99%
+$45,514.44 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.97%
+$33,300.96 
CME CME Group Inc.
+0.95%
+$30,268.89 
KDP Keurig Dr Pepper Inc.
+0.94%
+$24,310.08 
PSX Phillips 66
+0.92%
+$81,108.62 
RPM RPM International Inc.
+0.91%
+$14,172.34 
V Visa Inc. Class A
+0.9%
+$5,327.79 
WMB The Williams Companies, Inc.
+0.87%
+$38,660.4 
TT Trane Technologies plc
+0.86%
+$3,215.31 
CSL Carlisle Companies Inc.
+0.85%
+$8,750.63 
PSCF Invesco S&P SmallCap Financials ETF
+0.83%
+$21,583.71 
TXN Texas Instruments Inc
+0.78%
+$21,263.83 
WMT Walmart Inc.
+0.77%
+$32,044.24 
BRK-B Berkshire Hathaway Inc.
+0.77%
+$25,744.08 
ABBV AbbVie Inc.
+0.73%
+$32,476.39 
ZTS Zoetis Inc.
+0.73%
+$11,223.3 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$116,323.68 
SPGI S&P Global Inc.
+0.67%
+$21,744.58 
APD Air Products and Chemicals, Inc.
+0.66%
+$2,031.8 
XOM Exxon Mobil Corporation
+0.65%
+$4,589.68 
PSCC Invesco S&P SmallCap Consumer Discretionary ETF
+0.65%
+$1,921.19 
PSCD Invesco S&P SmallCap Consumer Discretionary ETF
+0.63%
+$9,074.1 
AMGN Amgen Inc.
+0.6%
+$38,710.15 
NVS Novartis AG Sponsored ADR
+0.58%
+$16,226.37 
FAST Fastenal Co.
+0.58%
+$22,435.27 
MS Morgan Stanley
+0.57%
+$10,042.4 
VTV Vanguard Value ETF
+0.54%
+$2,645.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.53%
+$1,748.25 
PLD Prologis Inc.
+0.51%
+$11,155.3 
CVS CVS Health Corporation
+0.51%
+$1,135.99 
ADI Analog Devices, Inc.
+0.5%
+$71,786.4 
MCD McDonald's Corporation
+0.48%
+$11,957.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.47%
+$34,710.02 
SBUX Starbucks Corporation
+0.47%
+$11,361.35 
GS The Goldman Sachs Group, Inc.
+0.45%
+$18,643.66 
SHW The Sherwin-Williams Company
+0.45%
+$9,317.94 
CMI Cummins Inc.
+0.41%
+$11,253.1 
MA Mastercard Incorporated
+0.4%
+$13,822.54 
ADP Automatic Data Processing Inc.
+0.38%
+$19,608.66 
MMM 3M Company
+0.34%
+$3,521.28 
CP Canadian Pacific Kansas City Limited
+0.33%
+$11,402.51 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$3,783.6 
CSX CSX Corporation
+0.3%
+$749.07 
IWD iShares Russell 1000 Value ETF
+0.25%
+$805.35 
PSCE Invesco S&P SmallCap Energy ETF
+0.25%
+$1,580.07 
ECL Ecolab Inc.
+0.2%
+$16,231.49 
BLV Vanguard Long-Term Bond ETF
+0.2%
+$7,869.55 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.18%
+$12,678.72 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$1,341.09 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.15%
+$21,247.78 
PH Parker-Hannifin Corporation
+0.15%
+$5,271.42 
VLO Valero Energy Corporation
+0.15%
+$670.1 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$18,649.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$491.7 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$7,469.74 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$15,280.88 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$6,674.38 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$288.9 
TGT Target Corporation
+0.1%
+$1,173.76 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$467.5 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$7,881.27 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$3,573.44 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$4,756.86 
PSK SPDR ICE Preferred Securities ETF
+0.07%
+$200 
MPC Marathon Petroleum Corporation
+0.07%
+$818.05 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$3,200.02 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$3,050.87 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$835.64 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$3,116.6 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.04%
+$1,184.21 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$758.84 
GLD SPDR Gold Shares
+0.02%
+$52.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 PMBS
PMBS
0%
$0 
MRNA Moderna, Inc.
-10.81%
-$81,817.56 
PANW Palo Alto Networks, Inc.
-6.98%
-$273,410.44 
U Unity Software Inc.
-3.85%
-$25,250.4 
INTC Intel Corporation
-3.67%
-$28,479.5 
LRCX Lam Research Corporation
-3.28%
-$74,465.2 
AMAT Applied Materials, Inc.
-3.22%
-$4,039.82 
CRM Salesforce Inc
-3.06%
-$143,859.43 
GLW Corning Incorporated
-2.67%
-$41,332.59 
AVGO Broadcom Inc.
-2.46%
-$353,802.14 
META Meta Platforms Inc Class A
-2.24%
-$446,359.99 
EWY iShares MSCI South Korea ETF
-1.98%
-$4,866.75 
RIVN Rivian Automotive, Inc.
-1.88%
-$3,797.5 
PSCT Invesco S&P SmallCap Information Technology ETF
-1.85%
-$25,045.92 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$51,517.19 
VGT Vanguard Information Technology ETF
-1.76%
-$8,445.2 
MSFT Microsoft Corp.
-1.67%
-$695,781.05 
MVIS Microvision Inc.
-1.63%
-$40.6 
CSCO Cisco Systems, Inc.
-1.55%
-$186,682.15 
GOOGL Alphabet Inc
-1.52%
-$258,383.41 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$51,214.91 
UNH UnitedHealth Group Incorporated
-1.43%
-$72,627.9 
ETN Eaton Corporation plc
-1.41%
-$30,861.86 
GOOG Alphabet Inc
-1.41%
-$7,294.86 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$12,922.8 
SHOP Shopify Inc.
-1.29%
-$6,352.6 
PSCH Invesco S&P SmallCap Health Care ETF
-1.24%
-$17,959.93 
IWF iShares Russell 1000 Growth ETF
-1.22%
-$11,592.78 
TEX Terex Corporation
-1.2%
-$2,214.45 
QCOM QUALCOMM Incorporated
-1.19%
-$57,499.08 
APH Amphenol Corporation
-1.18%
-$78,612.48 
VUG Vanguard Growth ETF
-1.12%
-$20,460.79 
TSLA Tesla, Inc.
-1.11%
-$6,500.21 
IBM International Business Machines Corporation
-1.08%
-$9,342.12 
DE Deere & Company
-1.06%
-$14,141.75 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$115,288.98 
VOOG Vanguard S&P 500 Growth ETF
-1.01%
-$3,467.52 
EEM iShares MSCI Emerging Markets ETF
-1.01%
-$73,989.24 
IBIT iShares Bitcoin Trust
-0.97%
-$4,819.5 
BITB Bitwise Bitcoin ETF
-0.94%
-$8,658.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.87%
-$77,774.49 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.85%
-$62,673.63 
CEG Constellation Energy Corporation
-0.8%
-$27,126 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.79%
-$2,258.82 
XMMO Invesco S&P MidCap Momentum ETF
-0.75%
-$25,223.11 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.75%
-$1,801.1 
GILD Gilead Sciences Inc.
-0.7%
-$2,322.49 
IWM iShares Russell 2000 ETF
-0.69%
-$20,263.05 
VTWO Vanguard Russell 2000 ETF
-0.68%
-$11,867.94 
FDS FactSet Research Systems Inc.
-0.61%
-$15,708.33 
VB Vanguard Small-Cap ETF
-0.59%
-$3,052.14 
SAP SAP SE Sponsored ADR
-0.58%
-$29,016.79 
AMZN Amazon.com Inc
-0.49%
-$41,530.38 
AZN AstraZeneca PLC American Depositary Shares
-0.46%
-$15,712.42 
MDT Medtronic plc
-0.45%
-$9,960.09 
BX Blackstone Inc.
-0.45%
-$7,664.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$7,036.31 
IWB iShares Russell 1000 ETF
-0.39%
-$1,660.01 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$5,360.46 
VOO Vanguard S&P 500 ETF
-0.39%
-$8,820.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.37%
-$35,283.05 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.35%
-$791.86 
NVO Novo Nordisk A/S Sponsored ADR
-0.34%
-$961.2 
IVV iShares Core S&P 500 ETF
-0.32%
-$139,348.33 
PFF iShares Preferred and Income Securities ETF
-0.31%
-$900 
VHT Vanguard Health Care ETF
-0.27%
-$927 
XMHQ Invesco S&P MidCap Quality ETF
-0.25%
-$9,797.36 
HGER Harbor Commodity All-Weather Fund
-0.24%
-$11,968.68 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$18,250.53 
PSCI Invesco S&P SmallCap Industrials ETF
-0.2%
-$3,427.84 
ABT Abbott Laboratories
-0.15%
-$6,849.28 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.12%
-$1,715.28 
FDX FedEx Corporation
-0.11%
-$563.22 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.1%
-$3,374.14 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$3,230.58 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$3,589.11 
VO Vanguard Mid-Cap ETF
-0.07%
-$8,847.02 
BNDX Vanguard Total International Bond ETF
-0.05%
-$4,741.15 
CAT Caterpillar Inc.
-0.05%
-$728.64 
NVDA NVIDIA Corporation
-0.05%
-$3,322.88 
UNP Union Pacific Corporation
-0.04%
-$876.29 
EMR Emerson Electric Co.
-0.04%
-$1,493.81 
DCI Donaldson Company, Inc.
-0.03%
-$110.13 
GWW W.W. Grainger, Inc.
-0.03%
-$1,370.72 
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF
-0.02%
-$93.32 Events
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Dividends
Dividend Analysis
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| Trades 1407 | Longs Won 904/1407 64% | Profit Factor 4.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $613,211.19 |
| Average Win $205,137.95 | Best Trade (Oct 16) $11.27M | Sharpe Ratio -218.96 |
| Average Loss -$78,473.63 | Worst Trade (Sep 30) -$2.02M | Z-Score 3.32 (99.91%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $103,747.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 121,028 | $30.32M | $41.82M | - | $11.5M | 37.93% | +1.032% |
| ABBV AbbVie Inc. | 15,689 | $2.79M | $4.48M | - | $1.69M | 60.65% | +0.73% |
| ABT Abbott Laboratories | 44,447 | $4.96M | $4.65M | - | -$318,256.54 | -6.41% | -0.147% |
| ACN Accenture plc Class A | 17,889 | $4.84M | $4.06M | - | -$776,744.89 | -16.05% | +1.003% |
| ADI Analog Devices, Inc. | 35,538 | $7.86M | $14.43M | - | $6.57M | 83.54% | +0.5% |
| ADP Automatic Data Processing Inc. | 18,156 | $5.11M | $5.21M | - | $96,653.33 | 1.89% | +0.378% |
| AFL Aflac Inc. | 31,476 | $3.26M | $3.76M | - | $497,950.52 | 15.26% | +1.22% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,889 | $281,150.51 | $275,928.39 | - | -$5,222.12 | -1.86% | +0.105% |
| AMAT Applied Materials, Inc. | 292 | $211,116 | $121,523.1 | - | -$89,592.9 | -42.44% | -3.217% |
| AMGN Amgen Inc. | 14,946 | $4.04M | $6.53M | - | $2.48M | 61.42% | +0.597% |
| AMT American Tower Corporation | 10,011 | $1.91M | $1.85M | - | -$60,555.3 | -3.17% | +1.853% |
| AMZN Amazon.com Inc | 33,358 | $7.32M | $8.46M | - | $1.13M | 15.46% | -0.489% |
| APD Air Products and Chemicals, Inc. | 1,034 | $299,613.69 | $308,716.21 | - | $9,102.52 | 3.04% | +0.663% |
| APH Amphenol Corporation | 81,888 | $1.41M | $6.59M | - | $5.18M | 366.41% | -1.178% |
| AROW Arrow Financial Corporation | 6,000 | $172,260 | $223,800 | - | $51,540 | 29.92% | +1.359% |
| AVGO Broadcom Inc. | 41,722 | $9.51M | $14.01M | - | $4.5M | 47.38% | -2.463% |
| AXP American Express Company | 22,288 | $7.42M | $7.08M | - | -$340,651.19 | -4.59% | +1.233% |
| AZN AstraZeneca PLC American Depositary Shares | 20,406 | $4.01M | $3.39M | - | -$628,264.18 | -15.65% | -0.462% |
| BAC Bank of America Corporation | 35,491 | $1.73M | $1.85M | - | $123,153.77 | 7.12% | +1.006% |
| BCS Barclays PLC Sponsored ADR | 165,211 | $2.72M | $3.82M | - | $1.1M | 40.29% | +1.425% |
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FAQ
Which stocks have generated the highest profits for Roseann Higgins?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $2.05M, Vanguard Total Bond Market Index Fund - $1.73M, iShares Core Universal USD Bond ETF - $1.31M, iShares Core MSCI EAFE ETF - $1.17M, and Cisco Systems, Inc - $1.16M. 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 - $1.79M, Paychex Inc - $1.18M, Accenture plc Class A - $1.05M, Intuit Inc - $778,289.55, and BellRing Brands Inc - $750,943.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roseann Higgins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.64M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.26M, iShares Core Universal USD Bond ETF - $1.13M, PIMCO Active Bond Exchange-Traded Fund - $861,403.67, iShares Core S&P 500 ETF - $773,039.38, and Chevron Corporation - $757,305.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roseann Higgins's monthly returns?
Roseann Higgins's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Roseann Higgins's strategy be considered aggressive or moderate?
Roseann Higgins'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 Roseann Higgins's strategy?
Roseann Higgins's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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