Katherine Stoner Portfolio
Invests via Empower Advisory Group, LLC | Managed by Stephanie Secor
Invests via Empower Advisory Group, LLC
Managed by Stephanie Secor
Automatically Tracked
Katherine Stoner Profile
Veteran private equity and operational leader focused on growth-stage technology and healthcare investments, Katherine Stoner leverages prior operating roles and board experience to source and scale portfolio companies. Known for driving commercial strategy, talent development and buy-and-build execution, she works across capital formation, M&A and governance with an emphasis on revenue expansion and margin improvement in software-enabled services.
Veteran private equity and operational leader focused on growth-stage technology and healthcare investments, Katherine Stoner leverages prior operating roles and board experience to source and scale portfolio companies. Known for driving commercial strategy, talent development and buy-and-build execution, she works across capital formation, M&A and governance with an emphasis on revenue expansion and margin improvement in software-enabled services.
Investment Philosophy & Strategy
Veteran operator-investor targeting growth-stage software-enabled healthcare and enterprise tech companies. Prioritizes revenue-centric value creation through go-to-market scaling, talent and leadership upgrades, and buy-and-build consolidation to expand margins and market share. Allocates capital into companies with validated product-market fit, recurring revenue and clear paths to unit-economics improvement, favoring active board governance and staged equity with performance-linked milestones. Time horizon is multi-year growth, risk-managed via operational intervention and disciplined follow-on reserve strategy.
Veteran operator-investor targeting growth-stage software-enabled healthcare and enterprise tech companies. Prioritizes revenue-centric value creation through go-to-market scaling, talent and leadership upgrades, and buy-and-build consolidation to expand margins and market share. Allocates capital into companies with validated product-market fit, recurring revenue and clear paths to unit-economics improvement, favoring active board governance and staged equity with performance-linked milestones. Time horizon is multi-year growth, risk-managed via operational intervention and disciplined follow-on reserve strategy.
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:
51.05%
Gain -0.56%
Monthly
0.93%
Yearly
11.75%
Drawdown
14.45%
$41.79B
Equity
Holdings
$41.79B
Investment
$32.99B
$10.49B
Profit -$181.44M
Realized
$1.69B
Unrealized
$8.8B
Dividends
$2.63B
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$181.44M
Win %
71%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$84.4M
Win %
71%
This Month
Compared to last month
Gain
0.89%
Profit
$368.25M
Win %
71%
This Year
Compared to last year
Gain
-0.44%
Profit
-$179.2M
Win %
71%
HONA Honeywell Aerospace Inc.
+3.34%
+$1.4M 
BP BP p.l.c. Sponsored ADR
+3.16%
+$8,999.46 
KMI Kinder Morgan, Inc.
+3.14%
+$2.97M 
COP ConocoPhillips
+3.06%
+$4.86M 
RTX RTX Corporation
+2.8%
+$2.6M 
EOG EOG Resources, Inc.
+2.79%
+$2.34M 
NOC Northrop Grumman Corporation
+2.72%
+$29,338.34 
COKE Coca-Cola Consolidated Inc.
+2.66%
+$8,290.56 
DVN Devon Energy Corporation
+2.64%
+$6,592.3 
LMT Lockheed Martin Corporation
+2.61%
+$339,204.5 
BKR Baker Hughes Company
+2.59%
+$1.82M 
OKE ONEOK, Inc.
+2.47%
+$12,623.28 
SHEL Shell plc
+2.4%
+$21,422.24 
IDXX IDEXX Laboratories, Inc.
+2.37%
+$10,609.47 
SLB Schlumberger Limited
+2.27%
+$1.49M 
MSI Motorola Solutions, Inc.
+2.26%
+$8,800.46 
CVX Chevron Corporation
+2.1%
+$4.12M 
PM Philip Morris International Inc.
+2.09%
+$17,592.81 
PEP PepsiCo, Inc.
+2.06%
+$1.62M 
NFG National Fuel Gas Company
+2.04%
+$4,800 
XLE Energy Select Sector SPDR Fund
+1.98%
+$18,076.08 
VDE Vanguard Energy ETF
+1.96%
+$913,738.28 
AM Antero Midstream Corporation
+1.91%
+$4,180 
F Ford Motor Company
+1.83%
+$4,159.12 
AEP American Electric Power Company, Inc.
+1.82%
+$2M 
EXC Exelon Corporation
+1.81%
+$1.13M 
DUK Duke Energy Corporation
+1.76%
+$2.94M 
PEG Public Service Enterprise Group Incorporated
+1.7%
+$170,931.61 
PPL PPL Corporation
+1.68%
+$1.58M 
EVRG Evergy Inc.
+1.68%
+$1.48M 
XOM Exxon Mobil Corporation
+1.68%
+$5.21M 
ED Consolidated Edison, Inc.
+1.65%
+$188,243.62 
SO The Southern Company
+1.65%
+$2.4M 
TJX The TJX Companies, Inc.
+1.62%
+$326,640.6 
ROK Rockwell Automation, Inc.
+1.54%
+$9,743.5 
ET Energy Transfer L.P.
+1.53%
+$7,716.5 
GD General Dynamics Corporation
+1.52%
+$8,491.28 
AZO AutoZone Inc.
+1.5%
+$5,036.9 
PNW Pinnacle West Capital Corporation
+1.48%
+$1.35M 
AMT American Tower Corporation
+1.43%
+$4,344.03 
USB U.S. Bancorp
+1.41%
+$4,403.97 
VMC Vulcan Materials Company
+1.4%
+$1.2M 
LHX L3Harris Technologies, Inc.
+1.37%
+$1.12M 
MO Altria Group, Inc.
+1.36%
+$6,754.6 
KO The Coca-Cola Company
+1.31%
+$1.79M 
COST Costco Wholesale Corporation
+1.28%
+$2.44M 
NEM Newmont Corporation
+1.27%
+$2.13M 
SRE Sempra
+1.23%
+$1.16M 
ORA Ormat Technologies Inc.
+1.22%
+$255,214.78 
ALL Allstate Corporation
+1.21%
+$6,794.7 
GE General Electric Company
+1.21%
+$1.79M 
PSX Phillips 66
+1.21%
+$1.17M 
CHMG Chemung Financial Corp.
+1.19%
+$7,180.11 
D Dominion Energy, Inc.
+1.16%
+$5,995.49 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.16%
+$7.53M 
RS Reliance Inc.
+1.16%
+$178,612.62 
AWK American Water Works Company, Inc.
+1.14%
+$112,634.44 
HDV iShares Core High Dividend ETF
+1.13%
+$2,706.8 
TFC Truist Financial Corporation
+1.13%
+$4,401.07 
NUE Nucor Corporation
+1.12%
+$1.95M 
CMCSA Comcast Corp
+1.06%
+$790,448.59 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$5,678.2 
ES Eversource Energy
+1.05%
+$898,317.21 
VPU Vanguard Utilities ETF
+1.02%
+$757,462.31 
WTRG Essential Utilities Inc.
+1.02%
+$767,386.75 
MRK Merck & Co., Inc.
+1%
+$246,102.7 
TMUS T-Mobile US, Inc.
+0.99%
+$696,396.85 
POOL Pool Corporation
+0.98%
+$2,105.4 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$2.71M 
WMB The Williams Companies, Inc.
+0.93%
+$665,957.76 
XEL Xcel Energy Inc.
+0.91%
+$101,286.68 
VZ Verizon Communications Inc.
+0.9%
+$914,540.8 
KR Kroger Co.
+0.89%
+$94,868.48 
NEE NextEra Energy, Inc.
+0.89%
+$1.51M 
MAR Marriott International Inc. - Class A
+0.89%
+$150,094.52 
AON Aon plc
+0.88%
+$2,701.12 
DTE DTE Energy Company
+0.86%
+$1,537.35 
HD The Home Depot, Inc.
+0.86%
+$1.11M 
WTW Willis Towers Watson Public Limited Company
+0.85%
+$10,419.84 
DOV Dover Corporation
+0.84%
+$2,647.13 
HIG The Hartford Insurance Group, Inc.
+0.82%
+$1,662.22 
KHC The Kraft Heinz Company
+0.82%
+$525,538.1 
COF Capital One Financial Corporation
+0.81%
+$8,804.7 
SYK Stryker Corporation
+0.81%
+$333,935.58 
LIN Linde plc
+0.8%
+$1.39M 
CMI Cummins Inc.
+0.79%
+$6,240.77 
HWM Howmet Aerospace Inc.
+0.78%
+$1,723.68 
WMT Walmart Inc.
+0.76%
+$2.4M 
FERG Ferguson Enterprises Inc
+0.75%
+$2,485.74 
PG Procter & Gamble Co
+0.75%
+$1.36M 
NEXT NextDecade Corporation
+0.75%
+$835.61 
VDC VANGUARD CONSUMER STAPLES ETF
+0.74%
+$471,594.97 
XLP Consumer Staples Select Sector SPDR Fund
+0.74%
+$3,192.96 
PGR Progressive Corporation
+0.74%
+$776,586.82 
MCHP Microchip Technology Incorporated
+0.71%
+$1,427.47 
JPM JPMorgan Chase & Co.
+0.71%
+$2.1M 
JNJ Johnson & Johnson
+0.69%
+$1.58M 
MNST Monster Beverage Corporation
+0.68%
+$901,390.1 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$1,581.72 
ORLY O'Reilly Automotive Inc.
+0.63%
+$1,277.92 
AFL Aflac Inc.
+0.63%
+$2,409.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$7,264.18 
XYL Xylem Inc.
+0.61%
+$51,685.83 
LOW Lowe's Companies Inc.
+0.6%
+$91,438.5 
MRSH Marsh & McLennan Companies, Inc.
+0.59%
+$4,047.61 
TT Trane Technologies plc
+0.58%
+$4,171.2 
WFC Wells Fargo & Company
+0.57%
+$59,794.9 
DOW Dow Inc.
+0.57%
+$426,612.11 
AJG Arthur J. Gallagher & Co.
+0.57%
+$4,835.07 
WPC W. P. Carey Inc.
+0.56%
+$1,103.76 
GRMN Garmin Ltd.
+0.55%
+$1,549.98 
CB Chubb Limited
+0.54%
+$3,098.45 
KMB Kimberly-Clark Corporation
+0.54%
+$318,263.68 
ABBV AbbVie Inc.
+0.52%
+$740,774.03 
ATRO Astronics Corporation
+0.51%
+$1,958.98 
ISRG Intuitive Surgical, Inc.
+0.51%
+$308,201.03 
DVY iShares Select Dividend ETF
+0.49%
+$1,083.39 
TXN Texas Instruments Inc
+0.48%
+$8,699.4 
LLY Eli Lilly and Company
+0.46%
+$1.55M 
TDG TransDigm Group Inc.
+0.45%
+$829.44 
SCI Service Corporation International
+0.45%
+$986.76 
CL Colgate-Palmolive Company
+0.44%
+$57,053.14 
BIP Brookfield Infrastructure Partners L.P.
+0.43%
+$1,131.36 
GEV GE Vernova Inc.
+0.41%
+$58,302.72 
CI The Cigna Group
+0.41%
+$20,603.97 
VLO Valero Energy Corporation
+0.4%
+$683,473.72 
CARR Carrier Global Corporation
+0.4%
+$1,193.06 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.4%
+$1,339.48 
TRV The Travelers Companies, Inc.
+0.39%
+$4,263.44 
NVS Novartis AG Sponsored ADR
+0.39%
+$1,068.36 
ITW Illinois Tool Works Inc.
+0.38%
+$406,965.52 
FAST Fastenal Co.
+0.38%
+$1,245.26 
C Citigroup Inc.
+0.35%
+$47,385.14 
V Visa Inc. Class A
+0.32%
+$22,694.97 
AAPL Apple Inc.
+0.32%
+$2.27M 
VAW Vanguard Materials ETF
+0.31%
+$254,453.5 
DFIV Dimensional International Value ETF
+0.31%
+$843.5 
FNF Fidelity National Financial, Inc.
+0.28%
+$579.59 
T AT&T Inc.
+0.28%
+$256,744.28 
SDY SPDR S&P Dividend ETF
+0.27%
+$875.7 
ADM Archer-Daniels-Midland Co
+0.25%
+$360,848.88 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.24%
+$886.37 
PH Parker-Hannifin Corporation
+0.23%
+$3,200.96 
WRB W.R. Berkley Corporation
+0.22%
+$1,730.4 
MPC Marathon Petroleum Corporation
+0.2%
+$2,318.47 
SCHH Schwab U.S. REIT ETF
+0.18%
+$2,333.2 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.17%
+$787.22 
MCK McKesson Corporation
+0.16%
+$1,072.81 
BSX Boston Scientific Corporation
+0.15%
+$9,011.01 
RY Royal Bank of Canada
+0.14%
+$708.43 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$1.98M 
PFE Pfizer Inc.
+0.14%
+$193,223.24 
NKE Nike, Inc. - Class B
+0.14%
+$56,731.75 
FNDF Schwab Fundamental International Large Company Index ETF
+0.13%
+$428.82 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$322.83 
APD Air Products and Chemicals, Inc.
+0.09%
+$108,946.35 
TRI Thomson Reuters Corp.
+0.08%
+$411.12 
DGRO iShares Core Dividend Growth ETF
+0.08%
+$403.32 
DLTR Dollar Tree, Inc.
+0.07%
+$89,722.17 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.05%
+$271,582.5 
ADP Automatic Data Processing Inc.
+0.04%
+$757.74 
TD The Toronto-Dominion Bank
+0.04%
+$96.97 
GVA Granite Construction Incorporated
+0.04%
+$10,222.72 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$94.79 
AMGN Amgen Inc.
+0.03%
+$45,457.06 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$84.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$601.52 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.02%
+$196.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.01%
+$1,738.61 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$243,036.17 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$21.72 
VYMI Vanguard International High Dividend Yield Index Fund
+0.01%
+$30.95 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
TWLO Twilio Inc.
-11.69%
-$103,965.85 
VICR Vicor Corporation
-10.17%
-$19,341.4 
MDB MongoDB Inc.
-9.76%
-$941,690.49 
SNOW Snowflake Inc.
-8.81%
-$9.19M 
PANW Palo Alto Networks, Inc.
-8.11%
-$1.84M 
FTNT Fortinet Inc.
-8.1%
-$9.35M 
CRWD CrowdStrike Holdings, Inc.
-7.69%
-$221,055.24 
PLTR Palantir Technologies Inc.
-7.34%
-$208,984.97 
HPE Hewlett Packard Enterprise Company
-6.41%
-$38,547.52 
STX Seagate Technology Holdings plc
-5.89%
-$158,489.28 
SANM Sanmina Corporation
-5.68%
-$62,333.7 
BE Bloom Energy Corporation
-5.35%
-$21,505 
SNDK SanDisk Corporation
-5.33%
-$45,601.07 
GWRE GUIDEWIRE SOFTWARE INC
-5.25%
-$34,289.45 
AXON Axon Enterprise, Inc.
-5.22%
-$25,440.6 
WDC Western Digital Corporation
-4.97%
-$10,301.14 
INTC Intel Corporation
-4.91%
-$244,581.48 
AMD Advanced Micro Devices, Inc.
-4.86%
-$765,710.82 
LMND Lemonade Inc.
-4.85%
-$14,021.95 
HOOD Robinhood Markets, Inc.
-4.66%
-$3.48M 
NTAP NetApp, Inc.
-4.56%
-$38,415.96 
ORCL Oracle Corporation
-4.52%
-$482,770.24 
QLD ProShares Ultra QQQ
-4.51%
-$36,262.32 
APP AppLovin Corporation Class A Common Stock
-4.41%
-$265,293.03 
MU Micron Technology, Inc.
-4.18%
-$121,508.43 
LITE Lumentum Holdings Inc.
-4.1%
-$10,828.47 
BELFB Bel Fuse Inc.
-4.07%
-$9,011.15 
FXL First Trust Technology AlphaDEX Fund
-4.04%
-$43,792.72 
ANET Arista Networks, Inc.
-4.03%
-$94,062.24 
MRVL Marvell Technology, Inc.
-3.98%
-$14,490.51 
CHRW C.H. Robinson Worldwide, Inc.
-3.97%
-$17,006.63 
SNPS Synopsys, Inc.
-3.93%
-$31,574.38 
RIVN Rivian Automotive, Inc.
-3.92%
-$11,227.65 
AGX Argan Inc.
-3.9%
-$7,365.63 
ONTO Onto Innovation Inc.
-3.89%
-$30,720.06 
UI Ubiquiti Inc.
-3.87%
-$9,878.96 
SHOP Shopify Inc.
-3.86%
-$96,717.5 
VSAT Viasat Inc.
-3.79%
-$20,462.06 
LRCX Lam Research Corporation
-3.71%
-$257,911.75 
META Meta Platforms Inc Class A
-3.71%
-$16.62M 
SONO Sonos Inc.
-3.67%
-$7,876.05 
DELL Dell Technologies Inc.
-3.65%
-$101,727.42 
GLW Corning Incorporated
-3.63%
-$229,070.77 
AVR Anteris Technologies Ltd.
-3.62%
-$23,248.86 
AVGO Broadcom Inc.
-3.61%
-$5.47M 
IBKR Interactive Brokers Group Inc.
-3.52%
-$3.36M 
SLQT SelectQuote, Inc.
-3.5%
-$3,062.39 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.5%
-$13,911.66 
AMAT Applied Materials, Inc.
-3.38%
-$74,611.6 
HROW Harrow Inc.
-3.37%
-$4,590.04 
WK Workiva Inc.
-3.28%
-$21,522.15 
CRM Salesforce Inc
-3.21%
-$3.11M 
IBLC iShares Blockchain and Tech ETF
-3.2%
-$5,967.05 
QTUM Defiance Quantum ETF
-3.16%
-$5,555.2 
KLAC KLA Corporation
-3.13%
-$56,773.18 
SNX TD Synnex Corporation
-3.11%
-$6,121.96 
HPQ HP Inc.
-3.08%
-$9,422.1 
TSLA Tesla, Inc.
-3.07%
-$7.64M 
ADBE Adobe Inc.
-3%
-$15,535.8 
LZ LegalZoom.com, Inc.
-3%
-$10,520.3 
NFLX Netflix, Inc.
-2.95%
-$4.13M 
SOXX iShares Semiconductor ETF
-2.94%
-$12,870.86 
CPNG Coupang Inc.
-2.94%
-$16,319.02 
EBAY eBay Inc.
-2.83%
-$13,873.78 
ADSK Autodesk, Inc.
-2.78%
-$59,497.68 
XYZ Block, Inc.
-2.78%
-$6,755.46 
BSY Bentley Systems, Incorporated Class B
-2.73%
-$35,490.51 
MTB M&T Bank Corporation
-2.7%
-$9,745.57 
IYW iShares U.S. Technology ETF
-2.69%
-$18,931.8 
MSFT Microsoft Corp.
-2.68%
-$17.01M 
XLK State Street Technology Select Sector SPDR ETF
-2.68%
-$62,072.01 
FTEC Fidelity MSCI Information Technology Index ETF
-2.64%
-$9,275.13 
DAL Delta Air Lines, Inc.
-2.64%
-$6,569.35 
TTWO Take-Two Interactive Software, Inc.
-2.61%
-$4,815.72 
VGT Vanguard Information Technology ETF
-2.61%
-$212,610.31 
INTU Intuit Inc.
-2.59%
-$54,814.11 
IBB iShares Biotechnology ETF
-2.58%
-$7,234.6 
IWP iShares Russell Mid-Cap Growth ETF
-2.56%
-$7,388.48 
VBK Vanguard Small-Cap Growth ETF
-2.54%
-$13,896.12 
NMFC New Mountain Finance Corporation
-2.54%
-$3,886.05 
SMH VanEck Semiconductor ETF
-2.44%
-$14,015.01 
SCHW Charles Schwab Corporation
-2.42%
-$387,444.96 
VG Venture Global Inc.
-2.4%
-$4,408.5 
MTUM iShares MSCI USA Momentum Factor ETF
-2.34%
-$13,767.02 
IXN iShares Global Tech ETF
-2.34%
-$15,103.53 
ALB Albemarle Corporation
-2.3%
-$1.37M 
STT State Street Corp
-2.29%
-$5,959.48 
GOOGL Alphabet Inc
-2.27%
-$642,131.05 
VOX Vanguard Communication Services ETF
-2.22%
-$1.09M 
QQQ Invesco QQQ Trust, Series 1
-2.21%
-$300,041.56 
CGGR Capital Group Growth ETF
-2.18%
-$6,611.28 
MGK Vanguard Mega Cap Growth ETF
-2.15%
-$7,920 
GOOG Alphabet Inc
-2.12%
-$10.48M 
DE Deere & Company
-2.12%
-$388,720 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.11%
-$7,051.88 
ETN Eaton Corporation plc
-2.08%
-$8,794.73 
CSCO Cisco Systems, Inc.
-2.07%
-$105,763.84 
DASH DoorDash, Inc.
-2.06%
-$3.52M 
MTCH Match Group, Inc.
-2.05%
-$270,190.29 
VOT Vanguard Mid-Cap Growth ETF
-2.05%
-$7,072.65 
BX Blackstone Inc.
-2.05%
-$4,961.7 
HBM Hudbay Minerals Inc.
-2.04%
-$5,989.01 
IWF iShares Russell 1000 Growth ETF
-2.04%
-$73,268.84 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$10,553.56 
ONEQ Fidelity Nasdaq Composite Index Fund
-2.01%
-$8,600.84 
VUG Vanguard Growth ETF
-2%
-$146,132.74 
VXF Vanguard Extended Market ETF
-1.95%
-$53,928 
EMN Eastman Chemical Company
-1.95%
-$1.29M 
XLC Communication Services Select Sector SPDR Fund
-1.95%
-$8,424.93 
CMG Chipotle Mexican Grill, Inc.
-1.95%
-$1.68M 
CDNS Cadence Design Systems, Inc.
-1.93%
-$11,417.67 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$5,020.44 
EW Edwards Lifesciences Corporation
-1.9%
-$1.48M 
MELI MercadoLibre, Inc.
-1.89%
-$23,339.67 
UBER Uber Technologies, Inc.
-1.87%
-$21,333.2 
DKNG DraftKings Inc.
-1.86%
-$777,451.32 
Q Qnity Electronics Inc.
-1.86%
-$9,390.53 
LUV Southwest Airlines Co.
-1.86%
-$14,262.92 
BITB Bitwise Bitcoin ETF
-1.86%
-$5,695.46 
VOOG Vanguard S&P 500 Growth ETF
-1.85%
-$12,364.3 
IBIT iShares Bitcoin Trust
-1.85%
-$37,112.44 
AMZN Amazon.com Inc
-1.83%
-$9.99M 
VEEV Veeva Systems Inc.
-1.83%
-$2.01M 
GBTC Grayscale Bitcoin Trust ETF
-1.81%
-$13,943.75 
ESGE iShares ESG Aware MSCI EM ETF
-1.81%
-$4.38M 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.81%
-$9,872.34 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.81%
-$33,269.76 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.8%
-$23,458.86 
TMFC Motley Fool 100 Index ETF
-1.76%
-$4,923.14 
EEM iShares MSCI Emerging Markets ETF
-1.72%
-$4,772.9 
ROL Rollins, Inc.
-1.71%
-$6,690.88 
SPOT Spotify Technology S.A.
-1.71%
-$16,233.6 
DLB Dolby Laboratories Inc.
-1.69%
-$4,857.48 
IWM iShares Russell 2000 ETF
-1.69%
-$36.87M 
IUSG iShares Core S&P U.S. Growth ETF
-1.63%
-$13,434.76 
IEMG iShares Core MSCI Emerging Markets ETF
-1.61%
-$47,179.06 
UNH UnitedHealth Group Incorporated
-1.59%
-$3.23M 
FIX Comfort Systems USA, Inc.
-1.58%
-$2,692.73 
SCHA Schwab U.S. Small-Cap ETF
-1.57%
-$19.23M 
EXPD Expeditors International of Washington, Inc.
-1.57%
-$255,175.5 
APH Amphenol Corporation
-1.56%
-$8,170.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.54%
-$12,791.52 
ESGV Vanguard ESG U.S. Stock ETF
-1.53%
-$13,833.71 
TGT Target Corporation
-1.53%
-$1.74M 
VRTX Vertex Pharmaceuticals Incorporated
-1.52%
-$4,040.36 
QCOM QUALCOMM Incorporated
-1.52%
-$35,051.01 
CEG Constellation Energy Corporation
-1.5%
-$1.88M 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.49%
-$2,594.56 
BDX Becton, Dickinson and Company
-1.47%
-$3,941.54 
GS The Goldman Sachs Group, Inc.
-1.47%
-$1.31M 
NYT New York Times Co.
-1.46%
-$3,457.2 
FXH First Trust Health Care AlphaDEX Fund
-1.44%
-$5,481.85 
BKNG Booking Holdings Inc.
-1.43%
-$233,518.47 
MQ Marqeta, Inc. Class A
-1.4%
-$1,673.47 
AKRE Akre Focus ETF
-1.37%
-$10,760.59 
VWO Vanguard FTSE Emerging Markets ETF
-1.35%
-$28.43M 
XLG Invesco S&P 500 Top 50 ETF
-1.34%
-$5,465.16 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$196,593.76 
SCHE Schwab Emerging Markets Equity ETF
-1.31%
-$20,395.55 
SCHM Schwab U.S. Mid-Cap ETF
-1.3%
-$4,271.4 
MSCI MSCI Inc.
-1.28%
-$2,842.51 
MGC Vanguard Mega Cap ETF
-1.25%
-$3,656.12 
SCHB Schwab U.S. Broad Market ETF
-1.25%
-$165,895.42 
SUSA iShares MSCI USA ESG Select ETF
-1.24%
-$4,858.07 
VEXC Vanguard Emerging Markets Ex-China ETF
-1.23%
-$5,906.72 
BIBL Inspire 100 ETF
-1.22%
-$2,475.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.21%
-$6.29M 
SHW The Sherwin-Williams Company
-1.2%
-$1.17M 
DFUS Dimensional U.S. Equity Market ETF
-1.2%
-$8,975.87 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.2%
-$204,147.1 
IWR iShares Russell Mid-Cap ETF
-1.2%
-$9,636.36 
CSQ Calamos Strategic Total Return Fund
-1.2%
-$4,418.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.19%
-$27,508.97 
ESGU iShares ESG Aware MSCI USA ETF
-1.18%
-$1.01M 
IBM International Business Machines Corporation
-1.18%
-$31,814.75 
IWV ISHARES RUSSELL 3000 ETF
-1.17%
-$3,722.24 
EMR Emerson Electric Co.
-1.17%
-$11,912.61 
KKR KKR & Co. Inc.
-1.16%
-$873,494.34 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$15,795.15 
IWB iShares Russell 1000 ETF
-1.15%
-$2.09M 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.15%
-$1.2M 
PBUS Invesco MSCI USA ETF
-1.14%
-$42,749.93 
IRM Iron Mountain Inc.
-1.14%
-$3,054.08 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.14%
-$2,608.48 
IVV iShares Core S&P 500 ETF
-1.14%
-$193,792.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.13%
-$2,884.87 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$151,689.97 
GTN Gray Television, Inc.
-1.12%
-$591.15 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.12%
-$2,632.36 
VOO Vanguard S&P 500 ETF
-1.12%
-$147,551.81 
DFAS Dimensional U.S. Small Cap ETF
-1.11%
-$6,724.23 
VCR Vanguard Consumer Discretionary ETF
-1.1%
-$225,665.02 
ODFL Old Dominion Freight Line, Inc.
-1.07%
-$3,268.3 
VB Vanguard Small-Cap ETF
-1.06%
-$100,951.95 
AZN AstraZeneca PLC American Depositary Shares
-1.05%
-$9,943.44 
MDY SPDR S&P MidCap 400 ETF Trust
-1.04%
-$5,814.38 
IJH iShares Core S&P Mid-Cap ETF
-1.04%
-$22,087.12 
IJR iShares Core S&P Small-Cap ETF
-1.02%
-$66,446.66 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.02%
-$2,798.72 
VT Vanguard Total World Stock ETF
-1.01%
-$5,649.6 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.01%
-$6,023.65 
XLY Consumer Discretionary Select Sector SPDR Fund
-1%
-$7,777.08 
INFY Infosys Limited
-0.99%
-$1,231.2 
VPL Vanguard FTSE Pacific ETF
-0.98%
-$3,891.89 
VSGX Vanguard ESG International Stock ETF
-0.98%
-$8,385 
NVDA NVIDIA Corporation
-0.97%
-$5.99M 
ACWI iShares MSCI ACWI ETF
-0.97%
-$2,036.7 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$2,766.96 
IWN iShares Russell 2000 Value ETF
-0.94%
-$4,939.18 
J Jacobs Solutions Inc.
-0.94%
-$2,399.94 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.94%
-$5,396.23 
MS Morgan Stanley
-0.93%
-$11,585.57 
CSM ProShares Large Cap Core Plus
-0.93%
-$5,756.52 
JCI Johnson Controls International plc
-0.92%
-$4,463.52 
NVO Novo Nordisk A/S Sponsored ADR
-0.92%
-$1,667.52 
ECL Ecolab Inc.
-0.91%
-$1.33M 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.88%
-$2,515.42 
VO Vanguard Mid-Cap ETF
-0.82%
-$38,438.24 
BN Brookfield Corporation
-0.81%
-$2,252.7 
MDT Medtronic plc
-0.81%
-$3,149.3 
YUM Yum! Brands, Inc.
-0.75%
-$2,763.72 
GILD Gilead Sciences Inc.
-0.75%
-$8,376.58 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.75%
-$1,316.26 
MMM 3M Company
-0.73%
-$8,647.87 
MTD Mettler-Toledo International Inc.
-0.73%
-$2,213.41 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.7%
-$4,352.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.7%
-$132,930.23 
SYY Sysco Corporation
-0.69%
-$658,995.24 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$1,875.51 
PAYX Paychex Inc.
-0.69%
-$1,710 
VHT Vanguard Health Care ETF
-0.68%
-$106,208.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$993,937 
UBS UBS Group AG
-0.65%
-$2,716.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.64%
-$6,020.79 
CACI Caci International Inc.
-0.64%
-$7,365.66 
IXUS iShares Core International Stock ETF
-0.64%
-$1,530.6 
FCX Freeport-McMoRan Inc.
-0.64%
-$763,163.9 
SLV iShares Silver Trust
-0.63%
-$1,872.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.63%
-$13,013.17 
UPS United Parcel Service, Inc.
-0.62%
-$707,417 
MCO Moody's Corporation
-0.62%
-$4,290 
DD DuPont de Nemours, Inc.
-0.61%
-$324,812.06 
DHR Danaher Corporation
-0.61%
-$2,314.03 
SIVR abrdn Physical Silver Shares ETF
-0.6%
-$5,194.86 
CAH Cardinal Health Inc.
-0.6%
-$1,889.47 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$1,906.86 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.59%
-$2,297.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.59%
-$2,953.33 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.59%
-$1,045 
VST Vistra Corp
-0.58%
-$290,279.7 
OC Owens Corning
-0.55%
-$1,223.12 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$6,393.24 
CTVA Corteva Inc.
-0.54%
-$292.25 
PRF Invesco FTSE RAFI US 1000 ETF
-0.54%
-$2,222.4 
CSX CSX Corporation
-0.53%
-$5,822.7 
UNP Union Pacific Corporation
-0.53%
-$5,698 
BUFF Innovator Laddered Allocation Fund
-0.5%
-$1,191.51 
GBCI Glacier Bancorp Inc.
-0.46%
-$1,397.6 
GWW W.W. Grainger, Inc.
-0.44%
-$1,952.9 
GIB CGI Inc.
-0.43%
-$2,873.28 
SCCO Southern Copper Corporation
-0.43%
-$662,696.46 
BA Boeing Company
-0.41%
-$300,599.52 
JNK SPDR Bloomberg High Yield Bond ETF
-0.41%
-$1,568.26 
IAU iShares Gold Trust
-0.41%
-$1.68M 
IWD iShares Russell 1000 Value ETF
-0.41%
-$2,708.16 
REET iShares Global REIT ETF
-0.41%
-$845.36 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.4%
-$3,003 
SGOL abrdn Physical Gold Shares ETF
-0.39%
-$2,170 
MA Mastercard Incorporated
-0.39%
-$1.06M 
CVS CVS Health Corporation
-0.37%
-$4,306.29 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.37%
-$1,212.96 
GLDM SPDR Gold MiniShares Trust
-0.37%
-$2.01M 
BAC Bank of America Corporation
-0.37%
-$384,531.31 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.37%
-$1,860.48 
COR Cencora, Inc.
-0.37%
-$995 
GLD SPDR Gold Shares
-0.36%
-$11,160.23 
LDOS Leidos Holdings Inc.
-0.35%
-$1,706.76 
VIS Vanguard Industrials ETF
-0.35%
-$46,057.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$50,865.84 
RCL Royal Caribbean Group
-0.34%
-$1,920.98 
SCHF Schwab International Equity ETF
-0.33%
-$16.43M 
RPM RPM International Inc.
-0.33%
-$886.04 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.33%
-$1.76M 
DFAT Dimensional US Targeted Value ETF
-0.32%
-$2,072.62 
XLV Health Care Select Sector SPDR Fund
-0.32%
-$3,106.5 
TEL TE Connectivity plc
-0.32%
-$1,046.54 
DFUV Dimensional US Marketwide Value ETF
-0.28%
-$1,800.33 
GIS General Mills, Inc.
-0.27%
-$23,190.03 
PPG PPG Industries Inc.
-0.26%
-$25,076.87 
HALO Halozyme Therapeutics Inc.
-0.26%
-$1,025.6 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$2,351.04 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$649.27 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$9,464.54 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.25%
-$1.94M 
BNDX Vanguard Total International Bond ETF
-0.24%
-$1.14M 
NSC Norfolk Southern Corporation
-0.24%
-$1,881.13 
AXP American Express Company
-0.23%
-$7,070.05 
IUSV iShares Core S&P U.S. Value ETF
-0.23%
-$492.9 
WELL Welltower Inc.
-0.23%
-$647.35 
EFA iShares MSCI EAFE ETF
-0.23%
-$2,510.03 
ELV Elevance Health, Inc.
-0.22%
-$2,379.11 
DIS The Walt Disney Company
-0.2%
-$353,526.14 
SBUX Starbucks Corporation
-0.19%
-$226,213.2 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.18%
-$1,610.14 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$1.86M 
VRSK Verisk Analytics Inc.
-0.17%
-$115,029.76 
AES AES Corporation
-0.17%
-$779.3 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$1,091.44 
CW Curtiss-Wright Corporation
-0.17%
-$412.5 
BCPC Balchem Corporation
-0.16%
-$36,025.56 
PYPL PayPal Holdings Inc
-0.16%
-$1,296.9 
CAT Caterpillar Inc.
-0.16%
-$197,033.51 
IEFA iShares Core MSCI EAFE ETF
-0.15%
-$5,386.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.15%
-$587.94 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.14%
-$896,690.37 
COWZ Pacer US Cash Cows 100 ETF
-0.14%
-$349.7 
BMY Bristol-Myers Squibb Company
-0.14%
-$577.91 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$610.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$626.98 
MUB iShares National Muni Bond ETF
-0.12%
-$397.87 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$467.16 
VGLT Vanguard Long-Term Treasury Fund
-0.12%
-$1.02M 
ASML ASML Holding N.V. New York Registry Shares
-0.1%
-$803.21 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$3,923.45 
ACN Accenture plc Class A
-0.1%
-$1,026.22 
BWIN The Baldwin Group, Inc.
-0.09%
-$684.18 
XLF Financial Select Sector SPDR Fund
-0.09%
-$518.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$4,396.62 
BGRN iShares USD Green Bond ETF
-0.09%
-$46,335.2 
VNQ Vanguard Real Estate ETF
-0.09%
-$1.41M 
SPSK SP Funds Dow Jones Global Sukuk ETF
-0.09%
-$588.57 
GGG Graco Inc.
-0.08%
-$3,000.86 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$170.69 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.08%
-$177.76 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$373.73 
VGK Vanguard FTSE Europe ETF
-0.07%
-$414.5 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.07%
-$585.66 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.07%
-$464,519.07 
ABT Abbott Laboratories
-0.06%
-$60,745.1 
CMF iShares California Muni Bond ETF
-0.05%
-$1,192.42 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$639,070.3 
MAS Masco Corporation
-0.04%
-$34,776.75 
ADI Analog Devices, Inc.
-0.03%
-$81.77 
VOE Vanguard Mid-Cap Value ETF
-0.03%
-$270.14 
SCHC Schwab International Small-Cap Equity ETF
-0.03%
-$118.02 
MCD McDonald's Corporation
-0.03%
-$801.71 
VTV Vanguard Value ETF
-0.03%
-$1,178.7 
WM Waste Management, Inc.
-0.02%
-$25,811.05 
NYF iShares New York Muni Bond ETF
-0.02%
-$231.86 
CHD Church & Dwight Co., Inc.
-0.02%
-$50.01 
UVSP Univest Financial Corporation
-0.01%
-$41.08 
BLK BlackRock, Inc.
-0.01%
-$620.71 Events
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Dividends
Dividend Analysis
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| Trades 6482 | Longs Won 4587/6482 70% | Profit Factor 8.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $22.1M |
| Average Win $2.6M | Best Trade (Oct 16) $1.32B | Sharpe Ratio -11.9 |
| Average Loss -$756,825.1 | Worst Trade (Oct 15) -$88.74M | Z-Score 12.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $1.62M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2.1M | $359.15M | $719.3M | - | $360.15M | 100.28% | +0.317% |
| ABBV AbbVie Inc. | 507,376 | $84.42M | $144.53M | - | $60.11M | 71.2% | +0.515% |
| ABT Abbott Laboratories | 934,540 | $96.55M | $97.77M | - | $1.22M | 1.26% | -0.062% |
| ACN Accenture plc Class A | 4,561 | $1.24M | $1.02M | - | -$212,396.18 | -17.17% | -0.1% |
| ACWI iShares MSCI ACWI ETF | 1,314 | $206,259 | $207,191.52 | - | $932.52 | 0.45% | -0.973% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,290 | $556,208.75 | $614,413.35 | - | $58,204.6 | 10.46% | -0.703% |
| ADBE Adobe Inc. | 2,055 | $750,123.58 | $501,646.05 | - | -$248,477.53 | -33.12% | -3.004% |
| ADI Analog Devices, Inc. | 629 | $249,820 | $254,002.78 | - | $4,182.78 | 1.67% | -0.032% |
| ADM Archer-Daniels-Midland Co | 1.72M | $117.6M | $142.86M | - | $25.26M | 21.48% | +0.253% |
| ADP Automatic Data Processing Inc. | 6,314 | $1.56M | $1.8M | - | $240,649.02 | 15.39% | +0.042% |
| ADSK Autodesk, Inc. | 8,724 | $2.06M | $2.08M | - | $18,370.29 | 0.89% | -2.782% |
| AEP American Electric Power Company, Inc. | 883,476 | $81.3M | $111.8M | - | $30.5M | 37.52% | +1.818% |
| AES AES Corporation | 31,172 | $410,223.49 | $465,865.54 | - | $55,642.05 | 13.56% | -0.167% |
| AFL Aflac Inc. | 3,234 | $267,735.08 | $384,183.03 | - | $116,447.95 | 43.49% | +0.631% |
| AGG iShares Core U.S. Aggregate Bond ETF | 51,725 | $5.14M | $4.93M | - | -$212,065.46 | -4.12% | -0.089% |
| AGX Argan Inc. | 514 | $279,950 | $181,354.61 | - | -$98,595.39 | -35.22% | -3.903% |
| AJG Arthur J. Gallagher & Co. | 3,405 | $1.04M | $856,425.6 | - | -$182,697.31 | -17.58% | +0.568% |
| AKRE Akre Focus ETF | 13,621 | $892,311.67 | $774,490.06 | - | -$117,821.61 | -13.2% | -1.37% |
| ALB Albemarle Corporation | 607,037 | $63.21M | $58.23M | - | -$4.98M | -7.89% | -2.302% |
| ALL Allstate Corporation | 2,343 | $530,916.78 | $568,177.5 | - | $37,260.72 | 7.02% | +1.21% |
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Option values are updated at end of day.
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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 Katherine Stoner?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $423.61M, iShares Gold Trust - $237.92M, iShares Russell 2000 ETF - $168.25M, Vanguard Real Estate ETF - $155.61M, and Vanguard FTSE Emerging Markets ETF - $153.42M. 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: Warner Bros. Discovery, Inc - $34.65M, Darling Ingredients Inc - $25.05M, PayPal Holdings Inc - $24.93M, CVS Health Corporation - $23.45M, and AES Corporation - $17.92M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Stoner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.63B earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $351.46M, Vanguard Real Estate ETF - $155.61M, Vanguard FTSE Emerging Markets ETF - $141.79M, Vanguard Short-Term Bond ETF - $139.69M, and Vanguard Intermediate-Term Treasury Fund - $135.94M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Stoner's monthly returns?
Katherine Stoner'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 Katherine Stoner's strategy be considered aggressive or moderate?
Katherine Stoner'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 Katherine Stoner's strategy?
Katherine Stoner'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.
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