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:
48.71%
Gain -0.49%
Monthly
1.04%
Yearly
13.19%
Drawdown
14.45%
$42.73B
Equity
Holdings
$42.73B
Investment
$32.99B
$11.43B
Profit -$155.19M
Realized
$1.69B
Unrealized
$9.74B
Dividends
$2.51B
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$155.19M
Win %
74%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$336.16M
Win %
74%
This Month
Compared to last month
Gain
-0.36%
Profit
-$155.19M
Win %
74%
This Year
Compared to last year
Gain
1.79%
Profit
$756.11M
Win %
73%
ATRO Astronics Corporation
+17.33%
+$80,722.62 
LITE Lumentum Holdings Inc.
+13.63%
+$34,011.51 
BE Bloom Energy Corporation
+12.29%
+$44,114.98 
DELL Dell Technologies Inc.
+9.87%
+$256,261.11 
SPCX Space Exploration Technologies Corp. Class A
+9.65%
+$45,164.32 
HPE Hewlett Packard Enterprise Company
+8.11%
+$45,211.32 
VICR Vicor Corporation
+7.23%
+$13,182.6 
STX Seagate Technology Holdings plc
+7.03%
+$224,760.16 
ANET Arista Networks, Inc.
+6.39%
+$159,288.67 
SNDK SanDisk Corporation
+5.76%
+$44,896.09 
ONTO Onto Innovation Inc.
+5.49%
+$59,739.09 
ORCL Oracle Corporation
+5.36%
+$619,343.4 
GLW Corning Incorporated
+5.18%
+$375,713.25 
MU Micron Technology, Inc.
+4.92%
+$133,356.74 
LRCX Lam Research Corporation
+4.72%
+$368,087.75 
SONO Sonos Inc.
+4.51%
+$8,239.56 
AMAT Applied Materials, Inc.
+4.29%
+$115,743.05 
BWIN The Baldwin Group, Inc.
+4.2%
+$28,507.5 
EXPD Expeditors International of Washington, Inc.
+4.1%
+$595,682.18 
COKE Coca-Cola Consolidated Inc.
+3.88%
+$10,759.42 
KLAC KLA Corporation
+3.88%
+$80,896.44 
YUM Yum! Brands, Inc.
+3.86%
+$13,611.65 
VG Venture Global Inc.
+3.78%
+$7,347.5 
WDC Western Digital Corporation
+3.69%
+$9,394.78 
MPC Marathon Petroleum Corporation
+3.52%
+$29,492.17 
INTC Intel Corporation
+3.32%
+$169,325.64 
VSAT Viasat Inc.
+3.21%
+$23,799.22 
SANM Sanmina Corporation
+3.03%
+$35,743.74 
NVDA NVIDIA Corporation
+3.03%
+$18.66M 
FIX Comfort Systems USA, Inc.
+3.01%
+$5,838.54 
CSCO Cisco Systems, Inc.
+2.87%
+$160,742.4 
Q Qnity Electronics Inc.
+2.78%
+$16,170.2 
GEV GE Vernova Inc.
+2.77%
+$425,427.66 
QTUM Defiance Quantum ETF
+2.52%
+$4,774 
CW Curtiss-Wright Corporation
+2.51%
+$8,874.99 
WMT Walmart Inc.
+2.43%
+$7.37M 
SOXX iShares Semiconductor ETF
+2.32%
+$10,536.08 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.29%
+$30,121.77 
ELV Elevance Health, Inc.
+2.25%
+$22,196.87 
MRVL Marvell Technology, Inc.
+2.25%
+$7,207.47 
IBKR Interactive Brokers Group Inc.
+2.09%
+$2.09M 
VEEV Veeva Systems Inc.
+2.08%
+$1.74M 
SMH VanEck Semiconductor ETF
+2.08%
+$12,245.11 
MTUM iShares MSCI USA Momentum Factor ETF
+2.07%
+$12,460.5 
SLQT SelectQuote, Inc.
+2.03%
+$3,602.82 
CMG Chipotle Mexican Grill, Inc.
+2%
+$1.8M 
VPL Vanguard FTSE Pacific ETF
+1.98%
+$8,034.88 
VLO Valero Energy Corporation
+1.94%
+$2.42M 
IBLC iShares Blockchain and Tech ETF
+1.93%
+$3,762.43 
WMB The Williams Companies, Inc.
+1.92%
+$1.45M 
MRK Merck & Co., Inc.
+1.92%
+$424,315 
WELL Welltower Inc.
+1.89%
+$5,154.61 
CACI Caci International Inc.
+1.87%
+$23,506.27 
AMD Advanced Micro Devices, Inc.
+1.81%
+$241,139.71 
NTAP NetApp, Inc.
+1.8%
+$14,047.92 
FXL First Trust Technology AlphaDEX Fund
+1.73%
+$18,434.09 
SBUX Starbucks Corporation
+1.72%
+$2.3M 
IXN iShares Global Tech ETF
+1.72%
+$10,951.2 
WFC Wells Fargo & Company
+1.69%
+$186,308.32 
GTN Gray Television, Inc.
+1.68%
+$945.84 
LHX L3Harris Technologies, Inc.
+1.65%
+$1.61M 
APH Amphenol Corporation
+1.63%
+$4,373.48 
BNY BlackRock New York Municipal Income Trust
+1.63%
+$7,172.25 
IRM Iron Mountain Inc.
+1.61%
+$4,700.42 
TD The Toronto-Dominion Bank
+1.6%
+$4,180.7 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$4,469.17 
EVRG Evergy Inc.
+1.57%
+$1.4M 
STT State Street Corp
+1.54%
+$4,496.84 
RY Royal Bank of Canada
+1.53%
+$8,146.63 
SCHW Charles Schwab Corporation
+1.52%
+$278,688.48 
ESGE iShares ESG Aware MSCI EM ETF
+1.5%
+$3.68M 
COF Capital One Financial Corporation
+1.5%
+$17,881.2 
BELFB Bel Fuse Inc.
+1.5%
+$4,402.19 
LMT Lockheed Martin Corporation
+1.5%
+$218,486.91 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$33,913.16 
ODFL Old Dominion Freight Line, Inc.
+1.49%
+$5,007.1 
QLD ProShares Ultra QQQ
+1.47%
+$11,652.64 
MAR Marriott International Inc. - Class A
+1.46%
+$222,087.32 
CAT Caterpillar Inc.
+1.45%
+$2.1M 
IEMG iShares Core MSCI Emerging Markets ETF
+1.41%
+$42,480.09 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.39%
+$5,562.13 
C Citigroup Inc.
+1.33%
+$199,458.38 
EWX SPDR S&P Emerging Markets Small Cap ETF
+1.32%
+$3,826.79 
CVS CVS Health Corporation
+1.3%
+$15,228.04 
CI The Cigna Group
+1.29%
+$60,031.32 
BIBL Inspire 100 ETF
+1.29%
+$2,759.4 
BAC Bank of America Corporation
+1.27%
+$1.64M 
SCI Service Corporation International
+1.26%
+$2,878.05 
VST Vistra Corp
+1.21%
+$567,658.08 
XEL Xcel Energy Inc.
+1.21%
+$140,013.94 
CHMG Chemung Financial Corp.
+1.21%
+$7,522.02 
BDX Becton, Dickinson and Company
+1.2%
+$3,001.11 
MS Morgan Stanley
+1.2%
+$17,514.5 
VGT Vanguard Information Technology ETF
+1.19%
+$95,308.07 
FTEC Fidelity MSCI Information Technology Index ETF
+1.19%
+$4,102.22 
VOT Vanguard Mid-Cap Growth ETF
+1.16%
+$4,141.77 
USB U.S. Bancorp
+1.14%
+$3,968.99 
HONA Honeywell Aerospace Inc.
+1.13%
+$480,798.27 
TGT Target Corporation
+1.12%
+$1.25M 
CHRW C.H. Robinson Worldwide, Inc.
+1.1%
+$4,769.57 
COP ConocoPhillips
+1.1%
+$1.55M 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.09%
+$1,783.76 
ABT Abbott Laboratories
+1.08%
+$1.11M 
VSGX Vanguard ESG International Stock ETF
+1.05%
+$9,352.5 
BLK BlackRock, Inc.
+1.05%
+$124,804.42 
OKE ONEOK, Inc.
+1.04%
+$5,365.6 
SCHH Schwab U.S. REIT ETF
+1.02%
+$13,999.2 
SCHA Schwab U.S. Small-Cap ETF
+1.01%
+$13.19M 
GLDM SPDR Gold MiniShares Trust
+1.01%
+$5.73M 
MNST Monster Beverage Corporation
+0.99%
+$1.31M 
GLD SPDR Gold Shares
+0.99%
+$31,795 
WPC W. P. Carey Inc.
+0.99%
+$2,115.54 
SGOL abrdn Physical Gold Shares ETF
+0.98%
+$5,739.99 
ROK Rockwell Automation, Inc.
+0.98%
+$6,580.61 
IAU iShares Gold Trust
+0.97%
+$4.19M 
VNQ Vanguard Real Estate ETF
+0.96%
+$16.36M 
AXP American Express Company
+0.96%
+$31,669.82 
IWP iShares Russell Mid-Cap Growth ETF
+0.93%
+$2,812.66 
SCHF Schwab International Equity ETF
+0.92%
+$47.47M 
PEG Public Service Enterprise Group Incorporated
+0.88%
+$94,405.74 
SLV iShares Silver Trust
+0.87%
+$2,938.62 
JPM JPMorgan Chase & Co.
+0.87%
+$2.78M 
AEP American Electric Power Company, Inc.
+0.87%
+$945,319.32 
SCHM Schwab U.S. Mid-Cap ETF
+0.86%
+$2,942.52 
RS Reliance Inc.
+0.85%
+$136,898.42 
UNH UnitedHealth Group Incorporated
+0.84%
+$1.7M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$129,284.01 
PANW Palo Alto Networks, Inc.
+0.84%
+$196,744.72 
SIVR abrdn Physical Silver Shares ETF
+0.83%
+$8,028.42 
IYW iShares U.S. Technology ETF
+0.82%
+$5,611.43 
ET Energy Transfer L.P.
+0.82%
+$4,301 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.81%
+$6,306.3 
KMI Kinder Morgan, Inc.
+0.79%
+$720,210.25 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.79%
+$5,056.9 
VEXC Vanguard Emerging Markets Ex-China ETF
+0.79%
+$3,803.72 
UI Ubiquiti Inc.
+0.79%
+$1,858.5 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.78%
+$2,694.58 
EXC Exelon Corporation
+0.78%
+$515,229.4 
CMI Cummins Inc.
+0.77%
+$7,315.66 
PH Parker-Hannifin Corporation
+0.77%
+$11,703.6 
AJG Arthur J. Gallagher & Co.
+0.77%
+$6,639.78 
DTE DTE Energy Company
+0.76%
+$1,440.4 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.75%
+$2,475.66 
IXUS iShares Core International Stock ETF
+0.73%
+$1,811.22 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$97,718.06 
VEU Vanguard FTSE All-World ex-US ETF
+0.73%
+$143,333.46 
HBM Hudbay Minerals Inc.
+0.72%
+$2,419.8 
HPQ HP Inc.
+0.72%
+$2,082.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.71%
+$15,367.94 
MQ Marqeta, Inc. Class A
+0.71%
+$694.65 
TFC Truist Financial Corporation
+0.69%
+$3,017.88 
REET iShares Global REIT ETF
+0.69%
+$1,529.69 
DKNG DraftKings Inc.
+0.67%
+$367,129.79 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$23,653.72 
VXF Vanguard Extended Market ETF
+0.66%
+$19,653.76 
GIS General Mills, Inc.
+0.66%
+$64,416.75 
GVA Granite Construction Incorporated
+0.65%
+$209,565.76 
SO The Southern Company
+0.65%
+$980,958.6 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.65%
+$2,041.12 
AM Antero Midstream Corporation
+0.63%
+$1,540 
MSI Motorola Solutions, Inc.
+0.62%
+$2,459.53 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.6%
+$1,777.21 
SPHQ Invesco S&P 500 Quality ETF
+0.6%
+$1,776.32 
FNDF Schwab Fundamental International Large Company Index ETF
+0.6%
+$2,021.57 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$4,992.18 
GD General Dynamics Corporation
+0.59%
+$3,832.62 
ES Eversource Energy
+0.59%
+$546,801.78 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.58%
+$2,811.5 
VO Vanguard Mid-Cap ETF
+0.58%
+$27,645.35 
IWM iShares Russell 2000 ETF
+0.57%
+$13.64M 
MCD McDonald's Corporation
+0.56%
+$19,117.82 
HOOD Robinhood Markets, Inc.
+0.56%
+$380,212.99 
COST Costco Wholesale Corporation
+0.56%
+$1.02M 
MTB M&T Bank Corporation
+0.55%
+$2,292.11 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.55%
+$3.87M 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.55%
+$4.39M 
PSX Phillips 66
+0.54%
+$409,801.66 
NEM Newmont Corporation
+0.54%
+$914,912.46 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.53%
+$2,231.35 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.52%
+$4,579.68 
AMT American Tower Corporation
+0.52%
+$1,473.12 
SRE Sempra
+0.52%
+$504,558.56 
UVSP Univest Financial Corporation
+0.52%
+$1,807.74 
PPL PPL Corporation
+0.51%
+$491,009.76 
SYY Sysco Corporation
+0.51%
+$497,136.76 
FCX Freeport-McMoRan Inc.
+0.51%
+$600,646.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.5%
+$1,286.25 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$2,952.13 
VDC VANGUARD CONSUMER STAPLES ETF
+0.5%
+$310,793.25 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.49%
+$4,294.84 
IBB iShares Biotechnology ETF
+0.49%
+$1,323.97 
PNC The PNC Financial Services Group, Inc.
+0.48%
+$1,323.48 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$10.37M 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$2,710.05 
VPU Vanguard Utilities ETF
+0.48%
+$371,507.4 
SNX TD Synnex Corporation
+0.48%
+$934.12 
ACWI iShares MSCI ACWI ETF
+0.47%
+$998.64 
SCHE Schwab Emerging Markets Equity ETF
+0.46%
+$7,299.46 
XLP Consumer Staples Select Sector SPDR Fund
+0.46%
+$1,945.71 
AMGN Amgen Inc.
+0.45%
+$657,377.46 
BSX Boston Scientific Corporation
+0.45%
+$31,885.13 
UBS UBS Group AG
+0.45%
+$2,103.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$8,187.48 
VT Vanguard Total World Stock ETF
+0.44%
+$2,506.97 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.44%
+$2.55M 
IUSG iShares Core S&P U.S. Growth ETF
+0.44%
+$3,582.6 
LLY Eli Lilly and Company
+0.43%
+$1.41M 
SUSA iShares MSCI USA ESG Select ETF
+0.43%
+$1,686.42 
DLTR Dollar Tree, Inc.
+0.43%
+$548,304.14 
IWN iShares Russell 2000 Value ETF
+0.43%
+$2,382.72 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$29,794.59 
BCPC Balchem Corporation
+0.42%
+$100,071.73 
VTV Vanguard Value ETF
+0.42%
+$18,466.1 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$2,739.1 
JNJ Johnson & Johnson
+0.41%
+$959,645.07 
IWR iShares Russell Mid-Cap ETF
+0.41%
+$3,383.76 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.39%
+$2,134.56 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.38%
+$2,428.14 
EFA iShares MSCI EAFE ETF
+0.38%
+$4,379.25 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$13,645.42 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$2,232.13 
SCHC Schwab International Small-Cap Equity ETF
+0.37%
+$1,494.92 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$8,427.98 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$2,395.99 
SCHB Schwab U.S. Broad Market ETF
+0.37%
+$49,320.26 
PNW Pinnacle West Capital Corporation
+0.36%
+$324,606.06 
MMM 3M Company
+0.35%
+$4,645.55 
NYT New York Times Co.
+0.34%
+$756.8 
SNPS Synopsys, Inc.
+0.34%
+$2,419.56 
PYPL PayPal Holdings Inc
+0.34%
+$2,882 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1.96M 
KMB Kimberly-Clark Corporation
+0.33%
+$204,598.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$55,860.89 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.32%
+$7,487.58 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$1,256.1 
VUG Vanguard Growth ETF
+0.32%
+$22,795.08 
VB Vanguard Small-Cap ETF
+0.31%
+$31,775.04 
IWV ISHARES RUSSELL 3000 ETF
+0.31%
+$988.71 
PBUS Invesco MSCI USA ETF
+0.31%
+$11,593.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$1.63M 
DFUS Dimensional U.S. Equity Market ETF
+0.31%
+$2,310.62 
VHT Vanguard Health Care ETF
+0.31%
+$46,302.46 
DVY iShares Select Dividend ETF
+0.3%
+$689.43 
IWB iShares Russell 1000 ETF
+0.3%
+$538,119.74 
DE Deere & Company
+0.29%
+$51,415.28 
UNP Union Pacific Corporation
+0.29%
+$3,182 
MGC Vanguard Mega Cap ETF
+0.29%
+$852.4 
ESGV Vanguard ESG U.S. Stock ETF
+0.29%
+$2,581.41 
MCO Moody's Corporation
+0.28%
+$1,944.79 
NOC Northrop Grumman Corporation
+0.28%
+$3,524.06 
CSX CSX Corporation
+0.28%
+$3,135.3 
RCL Royal Caribbean Group
+0.28%
+$1,700.87 
DFIV Dimensional International Value ETF
+0.28%
+$771.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$287,949.25 
GS The Goldman Sachs Group, Inc.
+0.27%
+$279,792.6 
KO The Coca-Cola Company
+0.27%
+$341,285.73 
SCHX Schwab U.S. Large-Cap ETF
+0.26%
+$3,610.32 
ED Consolidated Edison, Inc.
+0.26%
+$29,120.56 
EFV iShares MSCI EAFE Value ETF
+0.26%
+$753.27 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$2,343.53 
IVV iShares Core S&P 500 ETF
+0.25%
+$43,163.56 
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$1,037.12 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$33,767.11 
VOO Vanguard S&P 500 ETF
+0.25%
+$32,480.37 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$579.37 
DUK Duke Energy Corporation
+0.24%
+$422,022.9 
NSC Norfolk Southern Corporation
+0.24%
+$1,991.77 
QCOM QUALCOMM Incorporated
+0.24%
+$5,044.48 
MGK Vanguard Mega Cap Growth ETF
+0.23%
+$840 
FXH First Trust Health Care AlphaDEX Fund
+0.23%
+$864.07 
DASH DoorDash, Inc.
+0.23%
+$434,486.92 
MSCI MSCI Inc.
+0.23%
+$503.09 
ESGU iShares ESG Aware MSCI USA ETF
+0.23%
+$198,969.33 
VYMI Vanguard International High Dividend Yield Index Fund
+0.23%
+$742.8 
GWW W.W. Grainger, Inc.
+0.23%
+$973.16 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$8,262.65 
XLG Invesco S&P 500 Top 50 ETF
+0.22%
+$894.88 
VIS Vanguard Industrials ETF
+0.21%
+$31,253.13 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.21%
+$860.4 
SCCO Southern Copper Corporation
+0.21%
+$315,936.68 
FNF Fidelity National Financial, Inc.
+0.21%
+$526.9 
PEP PepsiCo, Inc.
+0.21%
+$177,743.32 
XLF Financial Select Sector SPDR Fund
+0.21%
+$1,244.76 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.2%
+$836.77 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.2%
+$380 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$1,142.73 
DFAT Dimensional US Targeted Value ETF
+0.19%
+$1,318.94 
CGGR Capital Group Growth ETF
+0.19%
+$572.13 
VDE Vanguard Energy ETF
+0.19%
+$82,836.4 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$930.75 
ACN Accenture plc Class A
+0.18%
+$1,459.47 
BIP Brookfield Infrastructure Partners L.P.
+0.18%
+$494.97 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$276,882.45 
JNK SPDR Bloomberg High Yield Bond ETF
+0.17%
+$660.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.16%
+$2,031.96 
XLE Energy Select Sector SPDR Fund
+0.16%
+$1,369.4 
DFUV Dimensional US Marketwide Value ETF
+0.16%
+$1,045.35 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.15%
+$775.2 
CSM ProShares Large Cap Core Plus
+0.15%
+$947.27 
NEXT NextDecade Corporation
+0.15%
+$185.69 
ETN Eaton Corporation plc
+0.15%
+$704.82 
IWS iShares Russell Mid-Cap Value ETF
+0.15%
+$409.5 
GBCI Glacier Bancorp Inc.
+0.14%
+$489.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.14%
+$783,009.84 
BMY Bristol-Myers Squibb Company
+0.14%
+$611.91 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.14%
+$339.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$1,241.44 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.13%
+$425.6 
BGRN iShares USD Green Bond ETF
+0.12%
+$67,881.07 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.12%
+$4,708.14 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$2.19M 
CEG Constellation Energy Corporation
+0.12%
+$145,990.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$5,689.75 
BUFF Innovator Laddered Allocation Fund
+0.11%
+$264.78 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.11%
+$784.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.11%
+$549.45 
GRMN Garmin Ltd.
+0.11%
+$323.74 
AZO AutoZone Inc.
+0.11%
+$354.22 
HWM Howmet Aerospace Inc.
+0.1%
+$292.32 
VOE Vanguard Mid-Cap Value ETF
+0.1%
+$872.76 
TMFC Motley Fool 100 Index ETF
+0.1%
+$277.36 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$484.47 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$872.16 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$701.64 
MTD Mettler-Toledo International Inc.
+0.09%
+$251.09 
MDT Medtronic plc
+0.09%
+$327.2 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$784.56 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.09%
+$1.28M 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$249.47 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$568.1 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.08%
+$877,523.76 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.08%
+$196.75 
GILD Gilead Sciences Inc.
+0.07%
+$712.9 
IUSV iShares Core S&P U.S. Value ETF
+0.07%
+$148.8 
AES AES Corporation
+0.07%
+$311.72 
IUSB iShares Core Universal USD Bond ETF
+0.07%
+$146.31 
NYF iShares New York Muni Bond ETF
+0.07%
+$811.49 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.05%
+$507.93 
DLB Dolby Laboratories Inc.
+0.05%
+$141.48 
NEE NextEra Energy, Inc.
+0.05%
+$85,935 
MUB iShares National Muni Bond ETF
+0.05%
+$159.15 
USMV iShares MSCI USA Min Vol Factor ETF
+0.04%
+$125.04 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$566,825.33 
CMF iShares California Muni Bond ETF
+0.04%
+$953.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$601.52 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$43.44 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$42.38 
CL Colgate-Palmolive Company
+0.01%
+$1,391.54 
ISRG Intuitive Surgical, Inc.
+0.01%
+$5,705.97 
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 
BNDX Vanguard Total International Bond ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
-21.15%
-$72,572.86 
COR Cencora, Inc.
-5.9%
-$15,681.2 
MELI MercadoLibre, Inc.
-5.76%
-$74,175.44 
AXON Axon Enterprise, Inc.
-5.74%
-$42,630.51 
APP AppLovin Corporation Class A Common Stock
-4.68%
-$321,540.7 
UBER Uber Technologies, Inc.
-4.05%
-$51,007.2 
TWLO Twilio Inc.
-3.65%
-$30,350.49 
EBAY eBay Inc.
-3.49%
-$14,729.71 
META Meta Platforms Inc Class A
-3.38%
-$12.33M 
AVR Anteris Technologies Ltd.
-3.27%
-$30,324.6 
HD The Home Depot, Inc.
-3.12%
-$4.62M 
TTWO Take-Two Interactive Software, Inc.
-2.99%
-$6,615 
EMN Eastman Chemical Company
-2.98%
-$2.3M 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$13,137.09 
RIVN Rivian Automotive, Inc.
-2.63%
-$9,466.45 
VMC Vulcan Materials Company
-2.58%
-$2.53M 
MCK McKesson Corporation
-2.56%
-$15,644.17 
INFY Infosys Limited
-2.54%
-$3,283.2 
CAH Cardinal Health Inc.
-2.54%
-$7,557.89 
FERG Ferguson Enterprises Inc
-2.52%
-$9,121.52 
ALL Allstate Corporation
-2.44%
-$14,971.79 
LOW Lowe's Companies Inc.
-2.39%
-$410,889.6 
PGR Progressive Corporation
-2.35%
-$2.46M 
LMND Lemonade Inc.
-2.33%
-$7,751.46 
SPOT Spotify Technology S.A.
-2.27%
-$20,291.98 
LIN Linde plc
-2.26%
-$3.9M 
MSFT Microsoft Corp.
-2.26%
-$13.37M 
PLTR Palantir Technologies Inc.
-2.23%
-$55,407.3 
DOW Dow Inc.
-2.21%
-$1.73M 
ECL Ecolab Inc.
-2.18%
-$3.12M 
TRI Thomson Reuters Corp.
-2.13%
-$10,186.64 
CRM Salesforce Inc
-2.1%
-$1.63M 
TEL TE Connectivity plc
-2.05%
-$6,910.11 
GWRE GUIDEWIRE SOFTWARE INC
-2.02%
-$13,262.51 
TJX The TJX Companies, Inc.
-2.01%
-$436,918.1 
SLB Schlumberger Limited
-1.99%
-$1.45M 
MAS Masco Corporation
-1.97%
-$1.74M 
NKE Nike, Inc. - Class B
-1.96%
-$919,054.35 
MCHP Microchip Technology Incorporated
-1.95%
-$4,296.01 
OC Owens Corning
-1.89%
-$5,890.57 
ADBE Adobe Inc.
-1.88%
-$10,192.78 
AMZN Amazon.com Inc
-1.83%
-$10.67M 
APD Air Products and Chemicals, Inc.
-1.69%
-$2.11M 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$3,612.96 
TXN Texas Instruments Inc
-1.65%
-$29,964.54 
TSLA Tesla, Inc.
-1.59%
-$3.64M 
J Jacobs Solutions Inc.
-1.52%
-$4,029.75 
CHD Church & Dwight Co., Inc.
-1.5%
-$3,850 
NVS Novartis AG Sponsored ADR
-1.48%
-$4,218.18 
TRV The Travelers Companies, Inc.
-1.45%
-$15,646.92 
AKRE Akre Focus ETF
-1.44%
-$11,714.06 
SHOP Shopify Inc.
-1.44%
-$30,949.6 
BSY Bentley Systems, Incorporated Class B
-1.43%
-$18,641.48 
WK Workiva Inc.
-1.42%
-$8,320.23 
RPM RPM International Inc.
-1.36%
-$4,269.15 
CDNS Cadence Design Systems, Inc.
-1.34%
-$8,012.4 
PPG PPG Industries Inc.
-1.34%
-$137,262.84 
ROL Rollins, Inc.
-1.32%
-$5,652.62 
JCI Johnson Controls International plc
-1.27%
-$6,465.51 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$3.58M 
MRSH Marsh & McLennan Companies, Inc.
-1.25%
-$8,754.57 
GGG Graco Inc.
-1.25%
-$48,013.68 
GIB CGI Inc.
-1.2%
-$8,081.1 
DVN Devon Energy Corporation
-1.19%
-$2,738.34 
LUV Southwest Airlines Co.
-1.19%
-$10,134.18 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$2,512.48 
PFE Pfizer Inc.
-1.17%
-$1.5M 
SHW The Sherwin-Williams Company
-1.16%
-$1.22M 
AON Aon plc
-1.15%
-$4,403.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.13%
-$9,209.7 
VAW Vanguard Materials ETF
-1.12%
-$970,554.71 
TT Trane Technologies plc
-1.12%
-$8,547.8 
AGX Argan Inc.
-1.11%
-$3,294.75 
CPNG Coupang Inc.
-1.09%
-$6,752.7 
CB Chubb Limited
-1.08%
-$6,051.33 
VCR Vanguard Consumer Discretionary ETF
-1.08%
-$232,666.02 
F Ford Motor Company
-1.07%
-$2,772.75 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.06%
-$2,561.9 
POOL Pool Corporation
-1.04%
-$2,666.84 
IBM International Business Machines Corporation
-1.02%
-$28,228.36 
T AT&T Inc.
-1.02%
-$987,478 
XYL Xylem Inc.
-1.01%
-$102,551.25 
MO Altria Group, Inc.
-1%
-$4,368.64 
XYZ Block, Inc.
-1%
-$2,403.97 
V Visa Inc. Class A
-0.94%
-$59,816.38 
ORA Ormat Technologies Inc.
-0.93%
-$248,190.52 
ADM Archer-Daniels-Midland Co
-0.91%
-$1.25M 
CTVA Corteva Inc.
-0.91%
-$2,880.75 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$3,847 
BA Boeing Company
-0.87%
-$786,187.21 
AAPL Apple Inc.
-0.87%
-$5.58M 
CARR Carrier Global Corporation
-0.85%
-$2,928.41 
AWK American Water Works Company, Inc.
-0.84%
-$85,034.73 
ADSK Autodesk, Inc.
-0.83%
-$18,145.92 
BKR Baker Hughes Company
-0.82%
-$682,275.89 
TMUS T-Mobile US, Inc.
-0.81%
-$651,467.6 
HALO Halozyme Therapeutics Inc.
-0.81%
-$2,660.15 
DHR Danaher Corporation
-0.8%
-$2,717.55 
ALB Albemarle Corporation
-0.79%
-$619,177.74 
PG Procter & Gamble Co
-0.78%
-$1.3M 
NFLX Netflix, Inc.
-0.78%
-$1.12M 
PAYX Paychex Inc.
-0.77%
-$2,092.5 
VOX Vanguard Communication Services ETF
-0.77%
-$363,234.3 
GE General Electric Company
-0.74%
-$1.3M 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$2,042.33 
CMCSA Comcast Corp
-0.7%
-$618,611.94 
EW Edwards Lifesciences Corporation
-0.65%
-$542,058.2 
ADP Automatic Data Processing Inc.
-0.65%
-$11,112.61 
FTNT Fortinet Inc.
-0.65%
-$666,800.4 
NFG National Fuel Gas Company
-0.64%
-$1,590 
VZ Verizon Communications Inc.
-0.61%
-$663,042.08 
WTW Willis Towers Watson Public Limited Company
-0.61%
-$8,257.24 
MTCH Match Group, Inc.
-0.6%
-$65,638.1 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.59%
-$1,076.94 
SNOW Snowflake Inc.
-0.56%
-$584,807.84 
ORLY O'Reilly Automotive Inc.
-0.56%
-$1,186.63 
WTRG Essential Utilities Inc.
-0.55%
-$411,772.24 
BP BP p.l.c. Sponsored ADR
-0.53%
-$1,352.86 
ABBV AbbVie Inc.
-0.53%
-$674,813.12 
DAL Delta Air Lines, Inc.
-0.53%
-$1,530.72 
TDG TransDigm Group Inc.
-0.53%
-$1,062.73 
BX Blackstone Inc.
-0.52%
-$1,687.2 
INTU Intuit Inc.
-0.51%
-$11,091.03 
WRB W.R. Berkley Corporation
-0.51%
-$3,893.36 
UPS United Parcel Service, Inc.
-0.5%
-$603,044 
RTX RTX Corporation
-0.49%
-$546,916.17 
KHC The Kraft Heinz Company
-0.49%
-$331,918.8 
SHEL Shell plc
-0.47%
-$3,714.34 
COWZ Pacer US Cash Cows 100 ETF
-0.4%
-$979.16 
LDOS Leidos Holdings Inc.
-0.36%
-$1,978.29 
EMR Emerson Electric Co.
-0.35%
-$3,655.74 
KR Kroger Co.
-0.34%
-$32,187.35 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$42,408.89 
VRSK Verisk Analytics Inc.
-0.33%
-$212,086.12 
FAST Fastenal Co.
-0.3%
-$1,048.64 
MA Mastercard Incorporated
-0.3%
-$752,143.5 
MDB MongoDB Inc.
-0.3%
-$35,033.53 
DIS The Walt Disney Company
-0.3%
-$498,150.47 
BKNG Booking Holdings Inc.
-0.29%
-$60,103.91 
AFL Aflac Inc.
-0.28%
-$1,099.56 
SYK Stryker Corporation
-0.27%
-$131,337.28 
NMFC New Mountain Finance Corporation
-0.26%
-$444.12 
BN Brookfield Corporation
-0.25%
-$825.99 
WM Waste Management, Inc.
-0.23%
-$273,602.29 
ADI Analog Devices, Inc.
-0.23%
-$547.22 
ITW Illinois Tool Works Inc.
-0.22%
-$250,436.41 
GOOG Alphabet Inc
-0.18%
-$900,541.53 
LZ LegalZoom.com, Inc.
-0.18%
-$565 
GBTC Grayscale Bitcoin Trust ETF
-0.18%
-$1,091.25 
DOV Dover Corporation
-0.18%
-$617.12 
EOG EOG Resources, Inc.
-0.18%
-$143,057.94 
AZN AstraZeneca PLC American Depositary Shares
-0.16%
-$1,420.5 
HROW Harrow Inc.
-0.15%
-$283.92 
BITB Bitwise Bitcoin ETF
-0.14%
-$343.1 
IBIT iShares Bitcoin Trust
-0.14%
-$2,157.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.11%
-$291.04 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.1%
-$597,763.69 
SDY SPDR S&P Dividend ETF
-0.1%
-$312.75 
D Dominion Energy, Inc.
-0.09%
-$492.76 
DD DuPont de Nemours, Inc.
-0.08%
-$48,725.26 
GOOGL Alphabet Inc
-0.08%
-$21,065.14 
KKR KKR & Co. Inc.
-0.06%
-$59,945.69 
IWD iShares Russell 1000 Value ETF
-0.06%
-$390.63 
CRWD CrowdStrike Holdings, Inc.
-0.05%
-$1,410.12 
VGK Vanguard FTSE Europe ETF
-0.05%
-$318.85 
NUE Nucor Corporation
-0.05%
-$95,682.83 
CSQ Calamos Strategic Total Return Fund
-0.05%
-$184.09 
VGLT Vanguard Long-Term Treasury Fund
-0.04%
-$338,400.6 
CVX Chevron Corporation
-0.03%
-$53,607.12 
XOM Exxon Mobil Corporation
-0.03%
-$88,948.65 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$345.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.02%
-$125.09 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$2,674.79 
PM Philip Morris International Inc.
-0.02%
-$126.57 
AVGO Broadcom Inc.
-0.01%
-$13,204.06 Events
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Dividends
Dividend Analysis
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| Trades 6483 | Longs Won 4682/6483 72% | Profit Factor 10.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.39M |
| Average Win $2.69M | Best Trade (Aug 17) $1.54B | Sharpe Ratio -113.1 |
| Average Loss -$657,908.91 | Worst Trade (Aug 19) -$73.83M | Z-Score 17.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $1.76M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2.1M | $359.15M | $633.69M | - | $274.53M | 76.44% | -0.872% |
| ABBV AbbVie Inc. | 507,376 | $84.42M | $126.21M | - | $41.79M | 49.5% | -0.532% |
| ABT Abbott Laboratories | 934,540 | $96.55M | $103.65M | - | $7.1M | 7.36% | +1.085% |
| ACN Accenture plc Class A | 4,561 | $1.24M | $821,618.54 | - | -$415,611.53 | -33.59% | +0.178% |
| ACWI iShares MSCI ACWI ETF | 1,314 | $206,259 | $212,408.1 | - | $6,149.1 | 2.98% | +0.472% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,290 | $556,208.75 | $644,547.5 | - | $88,338.75 | 15.88% | +0.791% |
| ADBE Adobe Inc. | 2,055 | $750,123.58 | $531,731.25 | - | -$218,392.33 | -29.11% | -1.881% |
| ADI Analog Devices, Inc. | 629 | $249,820 | $241,806.47 | - | -$8,013.53 | -3.21% | -0.226% |
| ADM Archer-Daniels-Midland Co | 1.72M | $117.6M | $137M | - | $19.4M | 16.5% | -0.907% |
| ADP Automatic Data Processing Inc. | 6,314 | $1.56M | $1.7M | - | $136,846.86 | 8.75% | -0.649% |
| ADSK Autodesk, Inc. | 8,724 | $2.06M | $2.18M | - | $115,817.37 | 5.62% | -0.827% |
| AEP American Electric Power Company, Inc. | 883,476 | $81.3M | $110.13M | - | $28.82M | 35.45% | +0.866% |
| AES AES Corporation | 31,172 | $410,223.49 | $458,540.12 | - | $48,316.63 | 11.78% | +0.068% |
| AFL Aflac Inc. | 3,234 | $267,735.08 | $390,440.82 | - | $122,705.74 | 45.83% | -0.281% |
| AGG iShares Core U.S. Aggregate Bond ETF | 51,725 | $5.14M | $5.04M | - | -$103,184.33 | -2.01% | +0.113% |
| AGX Argan Inc. | 514 | $279,950 | $294,059.4 | - | $14,109.4 | 5.04% | -1.108% |
| AJG Arthur J. Gallagher & Co. | 3,405 | $1.04M | $869,841.3 | - | -$169,281.61 | -16.29% | +0.769% |
| AKRE Akre Focus ETF | 13,621 | $892,311.67 | $799,280.28 | - | -$93,031.39 | -10.43% | -1.444% |
| ALB Albemarle Corporation | 607,037 | $63.21M | $77.91M | - | $14.7M | 23.25% | -0.788% |
| ALL Allstate Corporation | 2,343 | $530,916.78 | $599,433.12 | - | $68,516.34 | 12.91% | -2.437% |
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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 - $162.3M, Vanguard FTSE Emerging Markets ETF - $149.36M, and Alphabet Inc - $148.13M. 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 $2.51B earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $351.46M, Vanguard Real Estate ETF - $141.46M, Vanguard FTSE Emerging Markets ETF - $137.72M, Vanguard Short-Term Bond ETF - $133.16M, and Vanguard Intermediate-Term Treasury Fund - $125.83M. 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.
