Caroline Jankowski Portfolio
Invests via Operose Advisors LLC | Managed by Dan Stier, Nicholas C. Bauer
Invests via Operose Advisors LLC
Managed by Dan Stier, Nicholas C. Bauer
Automatically Tracked
Caroline Jankowski Profile
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Investment Philosophy & Strategy
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
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:
146.66%
Gain -0.91%
Monthly
1.22%
Yearly
15.73%
Drawdown
24.7%
$516.01M
Equity
Holdings
$516.01M
Investment
$385.03M
$150.3M
Profit -$2.19M
Realized
$19.32M
Unrealized
$130.98M
Dividends
$28.08M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$2.19M
Win %
78%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$591,029.67
Win %
78%
This Month
Compared to last month
Gain
-0.06%
Profit
-$310,505.28
Win %
78%
This Year
Compared to last year
Gain
-0.37%
Profit
-$1.76M
Win %
77%
NTSK Netskope Inc. Class A Common Stock
+8.2%
+$9,332.96 
RBRK Rubrik Inc. Class A Common Stock
+7.35%
+$10,576.08 
PANW Palo Alto Networks, Inc.
+6.7%
+$35,643 
CRWD CrowdStrike Holdings, Inc.
+6.65%
+$2,406.16 
VIST Vista Energy, S.A.B. de C.V. ADR
+6.03%
+$2,127.5 
TEM Tempus AI Inc Class A Common Stock
+5.13%
+$5,041.76 
OXY-WT Occidental Petroleum Corporation
+4.77%
+$7.72 
DVN Devon Energy Corporation
+4.68%
+$10,074 
COP ConocoPhillips
+4.08%
+$5,619.24 
MTG MGIC Investment Corp.
+3.69%
+$18,010.28 
LNG Cheniere Energy Inc.
+3.69%
+$9,720.19 
PAA Plains All American Pipeline, L.P. Common Units
+3.38%
+$1,867.25 
ZENA ZenaTech Inc.
+3.27%
+$149.28 
AVAV AeroVironment, Inc.
+3.27%
+$2,410.1 
ONDS Ondas Inc.
+3.24%
+$136.5 
WDS Woodside Energy Group Ltd ADR
+3.24%
+$30.34 
AMT American Tower Corporation
+3.19%
+$887.4 
MSTR Strategy Inc.
+2.81%
+$6,810.1 
XLE State Street Energy Select Sector SPDR ETF
+2.72%
+$12,969.78 
SNOW Snowflake Inc. Common Stock
+2.69%
+$14,432.78 
LMT Lockheed Martin Corporation
+2.69%
+$889.28 
KMI Kinder Morgan Inc.
+2.68%
+$584.63 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.68%
+$2,534.4 
CVX Chevron Corporation
+2.67%
+$40,656 
NMG Nouveau Monde Graphite Inc.
+2.64%
+$3.52 
XP XP Inc. Class A Common Stock
+2.52%
+$18.5 
ISRG Intuitive Surgical Inc.
+2.47%
+$14,568.15 
U Unity Software Inc.
+2.4%
+$188.18 
SPCX Space Exploration Technologies Corp. Class A
+2.26%
+$1,146.25 
KELYA Kelly Services Inc. Class A Common Stock
+2.11%
+$2,761.85 
RKLB Rocket Lab Corporation
+2.08%
+$2,130 
HONA Honeywell Aerospace Inc.
+2.08%
+$1,952.64 
EQT EQT Corporation
+2.05%
+$11.2 
WMB The Williams Companies, Inc.
+2.04%
+$54.72 
EPD Enterprise Products Partners L.P.
+1.94%
+$2,343 
ET Energy Transfer LP
+1.87%
+$3,583.49 
AMD Advanced Micro Devices Inc.
+1.8%
+$78,942.27 
TXN Texas Instruments Inc.
+1.77%
+$4,331.25 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.7%
+$9,155.04 
AMLP Alerian MLP ETF
+1.69%
+$11,487.3 
IGE iShares North American Natural Resources ETF
+1.67%
+$3,255 
APH Amphenol Corp. Class A Common Stock
+1.56%
+$9,120 
ORCL Oracle Corporation
+1.55%
+$1,561.95 
INTC Intel Corporation
+1.42%
+$506.99 
CSCO Cisco Systems, Inc.
+1.31%
+$2,917.16 
FCX Freeport-McMoRan Inc.
+1.28%
+$8.3 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.27%
+$13.77 
GTM ZoomInfo Technologies Inc.
+1.17%
+$10.96 
JCI Johnson Controls International plc
+1.15%
+$825 
QCOM QUALCOMM Incorporated
+1.13%
+$692.25 
ADI Analog Devices, Inc.
+1.11%
+$4,390.29 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.05%
+$97.85 
GNR State Street SPDR S&P Global Natural Resources ETF
+1%
+$141.75 
ETHA iShares Ethereum Trust ETF
+0.89%
+$528.27 
EMR Emerson Electric Co.
+0.86%
+$353.18 
TROW T. Rowe Price Group Inc.
+0.86%
+$1,780 
GLW Corning Incorporated
+0.81%
+$815.07 
ROK Rockwell Automation Inc.
+0.79%
+$6.66 
ASML ASML Holding N.V. NY Registered Shares
+0.77%
+$337.68 
ABT Abbott Laboratories
+0.75%
+$529.76 
XMTR Xometry Inc. Class A Common Stock
+0.75%
+$201.5 
ONB Old National Bancorp
+0.73%
+$4,855.14 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.71%
+$183.37 
MTUM iShares MSCI USA Momentum Factor ETF
+0.62%
+$270 
FTEC Fidelity MSCI Information Technology Index ETF
+0.6%
+$130.13 
VGT Vanguard Information Technology ETF
+0.59%
+$756.47 
MSFT Microsoft Corporation Common Stock
+0.58%
+$40,976.75 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.58%
+$37.27 
WTFC Wintrust Financial Corporation
+0.57%
+$535.23 
COPP Sprott Copper Miners ETF
+0.54%
+$305.6 
BMNR BitMine Immersion Technologies, Inc.
+0.53%
+$141.48 
EXE Expand Energy Corp
+0.53%
+$1.47 
AIQ Global X Artificial Intelligence & Technology ETF
+0.47%
+$8.7 
IBM International Business Machines Corporation
+0.45%
+$5,319.24 
PDP Invesco Dorsey Wright Momentum ETF
+0.45%
+$224.31 
CIEN Ciena Corp.
+0.44%
+$968.44 
ADM Archer-Daniels-Midland Company
+0.41%
+$290.07 
EEM iShares MSCI Emerging Markets ETF
+0.39%
+$481.2 
FV First Trust Dorsey Wright Focus 5 ETF
+0.36%
+$105.03 
AVGO Broadcom Inc.
+0.34%
+$16,533.22 
PODD Insulet Corporation
+0.33%
+$71.05 
COPX Global X Copper Miners ETF
+0.32%
+$28.29 
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
+0.31%
+$6.84 
OPK OPKO Health, Inc.
+0.31%
+$160 
IEMG iShares Core MSCI Emerging Markets ETF
+0.26%
+$536.73 
PWR Quanta Services, Inc.
+0.24%
+$492.9 
XME SPDR S&P Metals & Mining ETF
+0.22%
+$373.59 
AVEM Avantis Emerging Markets Equity ETF
+0.2%
+$959.67 
PDLB Ponce Financial Group, Inc.
+0.2%
+$480 
ABBV AbbVie Inc.
+0.19%
+$2,538.25 
QQQ Invesco QQQ Trust, Series 1
+0.19%
+$295.68 
SMR NuScale Power Corporation Class A Common Stock
+0.19%
+$63.69 
ARW Arrow Electronics Inc.
+0.18%
+$111 
OIA Invesco Municipal Income Opportunities Trust
+0.17%
+$2.71 
AIRJ AirJoule Technologies Corporation Class A Common Stock
+0.17%
+$90.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.16%
+$0.95 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.16%
+$582.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$541.8 
MSI Motorola Solutions, Inc.
+0.12%
+$772.8 
DE Deere & Company
+0.12%
+$465.62 
IDV iShares International Select Dividend ETF
+0.09%
+$4,188.5 
MUB iShares National Muni Bond ETF
+0.09%
+$759.05 
MPC Marathon Petroleum Corp.
+0.09%
+$416.66 
IBIT iShares Bitcoin Trust ETF
+0.09%
+$299.87 
DFNM Dimensional National Municipal Bond ETF
+0.07%
+$0.04 
JPC Nuveen Preferred & Income Opportunities Fund
+0.07%
+$222.32 
OGN Organon & Co.
+0.07%
+$0.16 
KTOS Kratos Defense & Security Solutions, Inc.
+0.04%
+$12.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$246.48 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$0.32 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.03%
+$105.07 
BNDX Vanguard Total International Bond ETF
+0.02%
+$8.41 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$29.62 
CBU Community Financial System, Inc.
+0.02%
+$39.25 
AVB AvalonBay Communities, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INSW International Seaways, Inc.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
SSYS Stratasys Ltd.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VIRT Virtu Financial Inc. Class A Common Stock
0%
$0 
SPSK SP Funds Dow Jones Global Sukuk ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BLDX Impax Global Infrastructure ETF
0%
$0 PRE
PRE
0%
$0 G200
G2004J103
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.26%
-$2,482.17 
CRDO Credo Technology Group Holding Ltd
-8.36%
-$4,219.1 
T AT&T Inc.
-6.55%
-$55,106.16 
TMUS T-Mobile US Inc.
-6.07%
-$13,963.49 
FCFS FirstCash Holdings, Inc.
-5.51%
-$1,446.27 
QNCX IRulya Therapeutics Inc.
-5.33%
-$294.15 
CRBG Corebridge Financial Inc.
-5.14%
-$10,980 
CMPX Compass Therapeutics, Inc.
-5.08%
-$255.35 
VKTX Viking Therapeutics, Inc.
-4.72%
-$5,751.08 
SCLX Scilex Holding Co.
-4.61%
-$2.28 
ACN Accenture plc
-4.51%
-$420.48 
MET MetLife, Inc.
-4.3%
-$8,940.05 
LNC Lincoln National Corp.
-4.26%
-$8,750 
NVS Novartis AG Sponsored ADR
-4.04%
-$63.2 
AXP American Express Company
-3.73%
-$364.05 
DAL Delta Air Lines, Inc.
-3.72%
-$73.75 
WSM Williams-Sonoma, Inc.
-3.66%
-$191 
JLL Jones Lang LaSalle Incorporated
-3.5%
-$2,469.05 
TPG TPG Inc. Class A Common Stock
-3.48%
-$4,012.5 
OWL Blue Owl Capital Inc. Class A Common Stock
-3.45%
-$4,020 
TPB Turning Point Brands, Inc.
-3.35%
-$1,120 
CR Crane Company
-3.17%
-$29.98 
HD The Home Depot, Inc.
-3.1%
-$26,745.28 
WYFI WhiteFiber Inc.
-3.03%
-$20.16 
AQST Aquestive Therapeutics Inc.
-3.03%
-$1,625 
ATI ATI Inc.
-3.02%
-$8,562.39 
LOW Lowe's Companies, Inc.
-3.02%
-$20,533.76 
RPM RPM International Inc.
-3.01%
-$722.16 
CHD Church & Dwight Co., Inc.
-3%
-$1,962 
LLY Eli Lilly and Company
-2.99%
-$32,938.99 
WYNN Wynn Resorts, Limited
-2.92%
-$1,097.5 
F Ford Motor Co.
-2.76%
-$37.95 
SNDR Schneider National Inc. Class B Common Stock
-2.76%
-$7,611 
EXPE Expedia Group Inc.
-2.69%
-$577.08 
CMG Chipotle Mexican Grill, Inc.
-2.68%
-$342.01 
PG The Procter & Gamble Company
-2.66%
-$3,730.86 
WRB W. R. Berkley Corporation
-2.63%
-$67.66 
FIS Fidelity National Information Services, Inc.
-2.6%
-$4,409.84 
FISV Fiserv, Inc.
-2.58%
-$10,001.85 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.57%
-$13.4 
BKNG Booking Holdings Inc.
-2.54%
-$410 
XYZ Block Inc. Class A Common Stock
-2.54%
-$26.13 
KO The Coca-Cola Company
-2.52%
-$3,732 
GIS General Mills Inc.
-2.47%
-$1,305 
TPR Tapestry Inc.
-2.46%
-$364 
PEP PepsiCo, Inc.
-2.44%
-$1,915.35 
AWP abrdn Global Premier Properties Fund
-2.38%
-$90.61 
CAT Caterpillar Inc.
-2.38%
-$31,246.15 
BBC Virtus Biotech Clinical Trials ETF
-2.38%
-$2,278.32 
NKE Nike, Inc. Class B Common Stock
-2.34%
-$7.16 
BRO Brown & Brown Inc.
-2.33%
-$5,031.5 
UBER Uber Technologies Inc.
-2.31%
-$7,713.42 
KMB Kimberly-Clark Corporation
-2.31%
-$499.87 
OKLO Oklo Inc. Class A Common Stock
-2.29%
-$1,407.4 
BMY Bristol-Myers Squibb Company
-2.28%
-$717.5 
MATV Mativ Holdings Inc
-2.25%
-$27.5 
AMC AMC Entertainment Holdings, Inc. Class A Common Stock
-2.22%
-$0.39 
APAM Artisan Partners Asset Management Inc. Class A Common Stock
-2.12%
-$31,300.94 
CAVA Cava Group, Inc.
-2.12%
-$2,417.44 
AFL Aflac Incorporated
-2.1%
-$168.35 
GE General Electric Company
-2.09%
-$9,472.46 
MO Altria Group, Inc.
-2.05%
-$7,644 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.04%
-$640.32 
APO Apollo Global Management Inc.
-2.04%
-$32.76 
MAS Masco Corporation
-2.04%
-$4,944.91 
PPG PPG Industries, Inc.
-2.02%
-$6.87 
MCD McDonald's Corporation
-2%
-$29,803.4 
BLK BlackRock, Inc.
-1.99%
-$1,470.3 
ADBE Adobe Inc.
-1.97%
-$1,467.38 
PCAR PACCAR Inc.
-1.95%
-$267.5 
HPQ HP Inc.
-1.93%
-$1,079 
VSNT Versant Media Group Inc. Class A Common Stock
-1.91%
-$50.43 
GM General Motors Co.
-1.86%
-$2,047.68 
LUV Southwest Airlines Co.
-1.84%
-$232.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.84%
-$1,506.64 
MA Mastercard Inc. Class A Common Stock
-1.82%
-$5,018.37 
UNH UnitedHealth Group Inc.
-1.81%
-$1,975.04 
CB Chubb Limited
-1.79%
-$1,157 
AIG American International Group, Inc.
-1.78%
-$8.88 
VMC Vulcan Materials Co.
-1.74%
-$14.05 
KR The Kroger Co.
-1.69%
-$1,265 
BX Blackstone Inc.
-1.69%
-$5,326.5 
JNJ Johnson & Johnson
-1.68%
-$12,320.82 
MS Morgan Stanley Common Stock
-1.68%
-$23,193.54 
CRSP CRISPR Therapeutics AG
-1.66%
-$167.66 
VZ Verizon Communications Inc.
-1.66%
-$15,723 
CHWY Chewy Inc. Class A Common Stock
-1.61%
-$2,335.32 
CAH Cardinal Health, Inc.
-1.61%
-$5,343 
RTX RTX Corporation
-1.61%
-$53.21 
GLPI Gaming and Leisure Properties, Inc.
-1.6%
-$330.88 
RDDT Reddit Inc. Class A Common Stock
-1.59%
-$6,193.44 
MRK Merck & Co., Inc.
-1.58%
-$11,303.09 
COF Capital One Financial Corp.
-1.57%
-$2,089.59 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.56%
-$39 
BRC Brady Corporation Class A Nonvoting Common Stock
-1.55%
-$10,721.28 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.55%
-$573.16 
GDX VanEck Gold Miners ETF
-1.53%
-$43.75 
UNP Union Pacific Corp.
-1.5%
-$401.4 
AMGN Amgen Inc. Common Stock
-1.47%
-$481.07 
CRWV CoreWeave Inc. Class A Common Stock
-1.43%
-$929.36 
WMT Walmart Inc.
-1.4%
-$2,961.99 
COR Cencora Inc.
-1.39%
-$4,484 
AEP American Electric Power Company, Inc.
-1.39%
-$989.17 
URI United Rentals Inc.
-1.38%
-$214.9 
PFE Pfizer Inc.
-1.36%
-$10,541 
PPL PPL Corporation
-1.36%
-$338.88 
TJX The TJX Companies, Inc.
-1.33%
-$2,052.75 
FIGS FIGS Inc. Class A Common Stock
-1.32%
-$2,159.19 
BSX Boston Scientific Corp.
-1.31%
-$1,011.56 
EIX Edison International
-1.31%
-$6.08 
FTCS First Trust Capital Strength ETF
-1.31%
-$1,614.25 
V Visa Inc. Class A
-1.28%
-$20,471.4 
JPM JPMorgan Chase & Co.
-1.28%
-$18,494.21 
CXT Crane NXT, Co.
-1.28%
-$3.73 
COIN Coinbase Global Inc. Class A Common Stock
-1.28%
-$108 
C Citigroup Inc.
-1.26%
-$4,600.4 
WEC WEC Energy Group Inc.
-1.26%
-$2,235.7 
COST Costco Wholesale Corp
-1.25%
-$2,628.83 
TRV The Travelers Companies, Inc.
-1.25%
-$20.3 
CSX CSX Corporation
-1.25%
-$390.87 
XLF State Street Financial Select Sector SPDR ETF
-1.24%
-$70 
XLV State Street Health Care Select Sector SPDR ETF
-1.24%
-$398.72 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.23%
-$20 
MMM 3M Company
-1.23%
-$9,613.45 
WAT Waters Corporation
-1.2%
-$147.69 
DOX Amdocs Ltd.
-1.2%
-$95 
PEG Public Service Enterprise Group Inc.
-1.2%
-$87 
VFH Vanguard Financials Index Fund ETF Shares
-1.2%
-$806.05 
RACE Ferrari N.V.
-1.19%
-$565.25 
ITW Illinois Tool Works Inc.
-1.19%
-$779.02 
NFLX Netflix Inc.
-1.19%
-$19,215.15 
NZF Nuveen Municipal Credit Income Fund
-1.18%
-$10,284.69 
MCS The Marcus Corporation
-1.17%
-$5,078.7 
DEO Diageo plc Sponsored ADR
-1.16%
-$6.72 
LNT Alliant Energy Corporation
-1.15%
-$274.5 
RSG Republic Services Inc.
-1.13%
-$2,745.93 
MRSH Marsh & McLennan Companies, Inc.
-1.11%
-$104.34 
BMO Bank of Montreal
-1.11%
-$3,035.34 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$476.16 
IBRX ImmunityBio Inc.
-1.08%
-$5,585.13 
KSS Kohl's Corporation Common Stock
-1.07%
-$5.3 
CRM Salesforce, Inc.
-1.06%
-$1,689.09 
XLI State Street Industrial Select Sector SPDR ETF
-1.06%
-$541.62 
AMP Ameriprise Financial Inc.
-1.04%
-$700.65 
SDY State Street SPDR S&P Dividend ETF
-1.04%
-$1,659.98 
XLU State Street Utilities Select Sector SPDR ETF
-1.04%
-$1,233.1 
TTD The Trade Desk, Inc. Class A Common Stock
-1.03%
-$13.5 
VMO Invesco Municipal Opportunity Trust
-1.03%
-$15.03 
FVD First Trust Value Line Dividend Index Fund
-1.01%
-$916.47 
BEPC Brookfield Renewable Corporation
-1%
-$706.23 
WAB Wabtec Corporation
-1%
-$2.77 
BRK-B Berkshire Hathaway Inc.
-1%
-$15,258.83 
MCK McKesson Corporation
-1%
-$8,304.09 
ADP Automatic Data Processing Inc.
-0.99%
-$641.55 
WNC Wabash National Corp.
-0.99%
-$260 
FIDU Fidelity MSCI Industrials Index ETF
-0.99%
-$31.32 
HLN Haleon Plc ADR
-0.96%
-$3.4 
SCHW The Charles Schwab Corporation
-0.95%
-$4,318.68 
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$8.15 
DVY iShares Select Dividend ETF
-0.93%
-$35,288.32 
GS The Goldman Sachs Group, Inc.
-0.93%
-$20,286.73 
VPU Vanguard Utilities ETF
-0.92%
-$17.1 
OGE OGE Energy Corp.
-0.92%
-$241.65 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.91%
-$14.55 
DHR Danaher Corp.
-0.87%
-$683.4 
UEC Uranium Energy Corp.
-0.87%
-$520 
RWL Invesco S&P 500 Revenue ETF
-0.87%
-$558.12 
XHB SPDR S&P Homebuilders ETF
-0.86%
-$2,000.05 
CDC VictoryShares US Eq Income Enhanced Volatility Wtd ETF
-0.85%
-$57.93 
CCJ Cameco Corporation
-0.84%
-$2,236.08 
ARCC Ares Capital Corp.
-0.82%
-$2,576.72 
SRE Sempra
-0.82%
-$6.95 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.82%
-$784.89 
HSIC Henry Schein, Inc.
-0.81%
-$280.2 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.81%
-$41.58 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$363.13 
PAYX Paychex Inc.
-0.8%
-$826.5 
VIG Vanguard Dividend Appreciation ETF
-0.8%
-$4,496.24 
COWZ Pacer US Cash Cows 100 ETF
-0.79%
-$82.49 
ARES Ares Management Corp. Class A Common Stock
-0.77%
-$950 
WFC Wells Fargo & Company
-0.77%
-$882.02 
SPHQ Invesco S&P 500 Quality ETF
-0.76%
-$1,889.92 
BSTZ BlackRock Science and Technology Term Trust
-0.74%
-$60.6 
BAC Bank of America Corporation
-0.74%
-$7,796.12 
VLO Valero Energy Corporation
-0.74%
-$394.37 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.74%
-$140.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$869.84 
ACWV iShares MSCI Global Min Vol Factor ETF
-0.73%
-$1,965.6 
RIO Rio Tinto plc ADR
-0.72%
-$148.84 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.72%
-$948.75 
EFAX State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.72%
-$3,643.06 
AVDV Avantis International Small Cap Value ETF
-0.71%
-$578.33 
GLD SPDR Gold Shares
-0.71%
-$1,725.28 
PAVE Global X U.S. Infrastructure Development ETF
-0.71%
-$201.65 
RSP Invesco S&P 500 Equal Weight ETF
-0.71%
-$85,608.6 
TSLA Tesla, Inc.
-0.7%
-$2,177.99 
VLTO Veralto Corporation
-0.7%
-$83.62 
CEG Constellation Energy Corporation
-0.7%
-$980.93 
IWX iShares Russell Top 200 Value ETF
-0.69%
-$5,211.61 
IAU iShares Gold Trust
-0.68%
-$590.19 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
-0.68%
-$6,774.09 
D Dominion Energy, Inc.
-0.68%
-$89 
PNC The PNC Financial Services Group, Inc.
-0.68%
-$3.06 
SPGI S&P Global Inc.
-0.68%
-$749.7 
EMN Eastman Chemical Co.
-0.67%
-$87.76 
GOOGL Alphabet Inc
-0.66%
-$27,304.47 
INTF iShares International Equity Factor ETF
-0.66%
-$216 
SOLS Sollensys Corp
-0.65%
-$99.64 
USB U.S. Bancorp
-0.65%
-$974.61 
SAP SAP SE Sponsored ADR
-0.65%
-$45.24 
RJF Raymond James Financial, Inc.
-0.65%
-$279.13 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.65%
-$7,605 
EFG iShares MSCI EAFE Growth ETF
-0.64%
-$63.08 
BBEU JPMorgan BetaBuilders Europe ETF
-0.64%
-$4.8 
MDT Medtronic plc
-0.63%
-$4.88 
VTV Vanguard Morningstar Value ETF
-0.63%
-$9,386.52 
NUKZ Range Nuclear Renaissance Index ETF
-0.63%
-$136.32 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.63%
-$220.22 
AVDE Avantis International Equity Fund Institutional Class
-0.62%
-$3,072.48 
SCHC Schwab International Small-Cap Equity ETF
-0.62%
-$507.9 
IWD iShares Russell 1000 Value ETF
-0.62%
-$3,991.97 
AMZN Amazon.com Inc
-0.61%
-$22,977.22 
VONV Vanguard Russell 1000 Value ETF
-0.61%
-$403.1 
UPS United Parcel Service, Inc. Class B Common Stock
-0.61%
-$1.24 
TOL Toll Brothers, Inc.
-0.61%
-$342.28 
PWV Invesco Large Cap Value ETF
-0.61%
-$126.91 
BDX Becton, Dickinson and Company
-0.61%
-$250.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$489.53 
VYM Vanguard High Dividend Yield ETF
-0.6%
-$315,054.67 
IQLT iShares MSCI Intl Quality Factor ETF
-0.6%
-$63.6 
EFA iShares MSCI EAFE ETF
-0.6%
-$5,201.06 
IVE iShares S&P 500 Value ETF
-0.59%
-$16,902.15 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$28,236.18 
DIHP Dimensional International High Profitability ETF
-0.57%
-$580.12 
IJH iShares Core S&P Mid-Cap ETF
-0.57%
-$16,731.97 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.57%
-$982.22 
BBJP JPMorgan BetaBuilders Japan ETF
-0.56%
-$34.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.56%
-$13,082.52 
FMAT Fidelity MSCI Materials Index ETF
-0.56%
-$8.78 
IUSV iShares Core S&P U.S. Value ETF
-0.56%
-$1,509.3 
IMCV iShares Morningstar Mid-Cap Value ETF
-0.56%
-$353.81 
SOVF Sovereign's Capital Flourish Fund
-0.56%
-$364.49 
GOOG Alphabet Inc
-0.56%
-$7,017.04 
TAN Invesco Solar ETF
-0.56%
-$205.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$1,399.5 
REET iShares Global REIT ETF
-0.54%
-$201.6 
RPG Invesco S&P 500 Pure Growth ETF
-0.53%
-$91 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$35,773.2 
VBR Vanguard Small-Cap Value ETF
-0.52%
-$1,135.96 
AAPL Apple Inc.
-0.52%
-$33,489 
OEF iShares S&P 100 ETF
-0.52%
-$196 
DFLV Dimensional US Large Cap Value ETF
-0.52%
-$1,961.44 
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.51%
-$9,535.04 
META Meta Platforms Inc Class A
-0.51%
-$12,055.88 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$172.12 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.5%
-$1,521.45 
ICE Intercontinental Exchange, Inc.
-0.5%
-$410 
VFLO VictoryShares Free Cash Flow ETF
-0.5%
-$502.7 
DFAU Dimensional U.S. Core Equity Market ETF
-0.49%
-$80.08 
CGDV Capital Group Dividend Value ETF
-0.49%
-$612 
DLS WisdomTree International SmallCap Dividend Fund
-0.49%
-$278.04 
PYPL PayPal Holdings, Inc.
-0.49%
-$688.24 
DFAS Dimensional U.S. Small Cap ETF
-0.48%
-$1,126.7 
LHX L3Harris Technologies, Inc.
-0.48%
-$15.73 
BBCA JPMorgan BetaBuilders Canada ETF
-0.48%
-$15.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.47%
-$149.12 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.47%
-$46,005.57 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.47%
-$11,756.01 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$239.09 
APP AppLovin Corporation Class A Common Stock
-0.47%
-$542.43 
VB Vanguard Small-Cap ETF
-0.46%
-$12,655.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.46%
-$532.16 
IVV iShares Core S&P 500 ETF
-0.46%
-$15,869.03 
IWS iShares Russell Mid-Cap Value ETF
-0.46%
-$1,005.63 
METL Sprott Active Metals & Miners ETF
-0.45%
-$82.5 
AVUS Avantis U.S. Equity ETF
-0.45%
-$79.46 
DFAT Dimensional U.S. Targeted Value ETF
-0.45%
-$841.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.44%
-$11.85 
PTLC Pacer Trendpilot US Large Cap ETF
-0.44%
-$313.82 
IWV iShares Russell 3000 ETF
-0.43%
-$92.12 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$3,443.97 
VOO Vanguard S&P 500 ETF
-0.43%
-$144,217.08 
VONE Vanguard Russell 1000 ETF
-0.43%
-$3,019.2 
CMCSA Comcast Corp. Class A Common Stock
-0.43%
-$201.06 
HDV iShares Core High Dividend ETF
-0.43%
-$7,185.88 
DISV Dimensional International Small Cap Value ETF
-0.42%
-$69.12 
SPY State Street SPDR S&P 500 ETF Trust
-0.42%
-$51,059.63 
VTHR Vanguard Russell 3000 ETF
-0.42%
-$8,995.16 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$17,884.44 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.42%
-$242.22 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.41%
-$639.86 
IWO iShares Russell 2000 Growth ETF
-0.41%
-$7.15 
VNQ Vanguard Real Estate ETF
-0.41%
-$3.8 
SCHK Schwab 1000 Index ETF
-0.41%
-$3,082.95 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.41%
-$4.73 
VV Vanguard Morningstar Large-Cap ETF
-0.41%
-$24.23 
EFV iShares MSCI EAFE Value ETF
-0.4%
-$6,865.43 
VEA Vanguard FTSE Developed Markets ETF
-0.4%
-$182,294.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$74.79 
LIN Linde plc
-0.39%
-$425.06 
IWL iShares Russell Top 200 ETF
-0.39%
-$521.5 
MTZ MasTec, Inc.
-0.39%
-$335 
SCHF Schwab International Equity ETF
-0.39%
-$166,441.7 
IWB iShares Russell 1000 ETF
-0.39%
-$1,650.53 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.39%
-$480.89 
SFLO VictoryShares Small Cap Free Cash Flow ETF
-0.39%
-$222.74 
IWM iShares Russell 2000 ETF
-0.38%
-$18,442.05 
SCHA Schwab U.S. Small-Cap ETF
-0.38%
-$319.37 
SONY Sony Group Corp. Sponsored ADR
-0.38%
-$152 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.38%
-$137.2 
EZM WisdomTree U.S. MidCap Fund
-0.37%
-$6.61 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.37%
-$227.35 
MGC Vanguard Morningstar Mega Cap ETF
-0.37%
-$763.22 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$631.41 
MCHP Microchip Technology Inc.
-0.36%
-$75.6 
VTI Vanguard Total Stock Market ETF
-0.36%
-$329,908.22 
IVVB iShares Large Cap Deep Quarterly Laddered ETF
-0.35%
-$235.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.34%
-$1,622.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$8,725.98 
PPA Invesco Aerospace & Defense ETF
-0.34%
-$683.7 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$9,130.6 
WM Waste Management Inc.
-0.34%
-$1,115.38 
IJS iShares S&P Small-Cap 600 Value ETF
-0.34%
-$5,188.7 
ACWI iShares MSCI ACWI ETF
-0.34%
-$46.11 
IWR iShares Russell Mid-Cap ETF
-0.34%
-$3,984.53 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$40,745.91 
NXPI NXP Semiconductors N.V.
-0.32%
-$74.48 
NEE NextEra Energy Inc.
-0.32%
-$146.38 
EW Edwards Lifesciences Corporation
-0.32%
-$52.15 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.32%
-$7,108.38 
IVW iShares S&P 500 Growth ETF
-0.31%
-$8,498.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$3 
DIS The Walt Disney Company
-0.3%
-$40.02 
VBK Vanguard Small-Cap Growth ETF
-0.3%
-$150.25 
IUSG iShares Core S&P U.S. Growth ETF
-0.3%
-$587.03 
EES WisdomTree U.S. SmallCap Fund
-0.3%
-$5.34 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.28%
-$2,165.22 
VXUS Vanguard Total International Stock ETF
-0.28%
-$790.07 
CGGR Capital Group Growth ETF
-0.27%
-$387.5 
DFSV Dimensional US Small Cap Value ETF
-0.27%
-$359.94 
IWN iShares Russell 2000 Value ETF
-0.27%
-$61.56 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$2.83 
TEL TE Connectivity plc
-0.26%
-$135 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.26%
-$1,896.2 
BOCT Innovator U.S. Equity Buffer ETF - October
-0.26%
-$290.81 
TT Trane Technologies plc
-0.25%
-$15.89 
FNDF Schwab Fundamental International Equity ETF
-0.25%
-$180.76 
JQUA JPMorgan U.S. Quality Factor ETF
-0.25%
-$212.42 
GILD Gilead Sciences Inc.
-0.24%
-$304 
VUG Vanguard Morningstar Growth ETF
-0.24%
-$4,165.98 
NVDA NVIDIA Corporation
-0.24%
-$13,710.77 
BBAI BigBear.ai Holdings, Inc.
-0.23%
-$2.87 
IXUS iShares Core MSCI Total International Stock ETF
-0.23%
-$390.18 
DFIV Dimensional International Value ETF
-0.22%
-$251.12 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.21%
-$2,881.57 
DSL DoubleLine Income Solutions Fund
-0.2%
-$9.62 
DHI D.R. Horton, Inc.
-0.19%
-$714 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$28.43 
IWF iShares Russell 1000 Growth ETF
-0.18%
-$1,787.25 
GD General Dynamics Corp.
-0.18%
-$5.67 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$122.1 
VXF Vanguard Extended Market ETF
-0.18%
-$47.56 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$201.5 
NPK National Presto Industries, Inc.
-0.17%
-$91.5 
IWY iShares Russell Top 200 Growth ETF
-0.16%
-$580.8 
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$1,024.99 
BND Vanguard Total Bond Market ETF
-0.15%
-$98.12 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.15%
-$52.38 
PWB Invesco Large Cap Growth ETF
-0.15%
-$4.28 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,338.26 
VONG Vanguard Russell 1000 Growth ETF
-0.15%
-$4,681.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$355.87 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.13%
-$125.46 
GEV GE Vernova Inc.
-0.12%
-$197.96 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$1.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$107.22 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.09%
-$262.86 
BKLN Invesco Senior Loan ETF
-0.07%
-$436.27 
ETN Eaton Corporation plc
-0.07%
-$153.35 
SHLD Global X Defense Tech ETF
-0.07%
-$3.56 
FITB Fifth Third Bancorp
-0.07%
-$374.25 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$1.89 
SMTH ALPS Smith Core Plus Bond ETF
-0.06%
-$3.84 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$0.52 
PSX Phillips 66
-0.06%
-$56 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.05%
-$28.48 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$383.92 
GNRC Generac Holdings Inc.
-0.04%
-$3.04 
IWP iShares Russell Mid-Cap Growth ETF
-0.04%
-$42.16 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$1.88 
IGF iShares Global Infrastructure ETF
-0.04%
-$283 
PKG Packaging Corporation of America
-0.03%
-$1.3 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-0.02%
-$18.09 
MBB iShares MBS ETF
-0.02%
-$0.16 
CLSE Convergence Long/Short Equity ETF
-0.01%
-$183.62 Events
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Dividends
Dividend Analysis
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| Trades 4539 | Longs Won 3032/4539 66% | Profit Factor 11.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,615.84 |
| Average Win $54,369.18 | Best Trade (Oct 20) $5.73M | Sharpe Ratio -11.31 |
| Average Loss -$9,652.35 | Worst Trade (Dec 31) -$402,631.12 | Z-Score 12.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $33,113.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,605 | $3.64M | $6.45M | - | $2.81M | 77.08% | -0.517% |
| ABBV AbbVie Inc. | 4,615 | $835,570.74 | $1.32M | - | $483,119.36 | 57.82% | +0.193% |
| ABT Abbott Laboratories | 688 | $62,429.12 | $71,056.64 | - | $8,627.52 | 13.82% | +0.751% |
| ACN Accenture plc | 36 | $7,138.44 | $8,894.16 | - | $1,755.72 | 24.6% | -4.514% |
| ACWI iShares MSCI ACWI ETF | 87 | $9,987.75 | $13,648.56 | - | $3,660.81 | 36.65% | -0.337% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 2,080 | $221,356.59 | $268,247.2 | - | $46,890.61 | 21.18% | -0.727% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 9,980 | $576,477.36 | $733,130.8 | - | $156,653.44 | 27.17% | -0.258% |
| ADBE Adobe Inc. | 276 | $97,359 | $73,204.42 | - | -$24,154.58 | -24.81% | -1.965% |
| ADI Analog Devices, Inc. | 1,021 | $241,473.59 | $398,251.26 | - | $156,777.67 | 64.93% | +1.115% |
| ADM Archer-Daniels-Midland Company | 879 | $49,473.36 | $70,469.43 | - | $20,996.07 | 42.44% | +0.413% |
| ADP Automatic Data Processing Inc. | 210 | $48,088 | $64,025.85 | - | $15,937.85 | 33.14% | -0.992% |
| AEP American Electric Power Company, Inc. | 545 | $59,388.26 | $70,209.62 | - | $10,821.36 | 18.22% | -1.389% |
| AFL Aflac Incorporated | 65 | $6,854.9 | $7,844.2 | - | $989.3 | 14.43% | -2.101% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,847 | $282,853.32 | $273,297.76 | - | -$9,555.56 | -3.38% | -0.13% |
| AIG American International Group, Inc. | 6 | $447.18 | $489.3 | - | $42.12 | 9.42% | -1.782% |
| AIQ Global X Artificial Intelligence & Technology ETF | 30 | $1,091.4 | $1,870.8 | - | $779.4 | 71.41% | +0.467% |
| AIRJ AirJoule Technologies Corporation Class A Common Stock | 18,080 | $100,163.2 | $53,245.6 | - | -$46,917.6 | -46.84% | +0.17% |
| AMC AMC Entertainment Holdings, Inc. Class A Common Stock | 6 | $47.94 | $17.19 | - | -$30.75 | -64.14% | -2.218% |
| AMD Advanced Micro Devices Inc. | 8,637 | $1.23M | $4.47M | - | $3.24M | 262.98% | +1.799% |
| AMGN Amgen Inc. Common Stock | 73 | $22,064.01 | $32,170.37 | - | $10,106.36 | 45.8% | -1.473% |
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FAQ
Which stocks have generated the highest profits for Caroline Jankowski?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $9.88M, State Street SPDR S&P 500 ETF Trust - $3.55M, Vanguard Total Stock Market ETF - $3.17M, iShares International Select Dividend ETF - $2.71M, and Vanguard FTSE Developed Markets ETF - $2.16M. 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: Target Corp - $312,617.31, PayPal Holdings, Inc - $197,137.37, iShares MSCI Global Min Vol Factor ETF - $187,362.4, Dow Inc - $164,200.72, and UnitedHealth Group Inc - $149,107.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Caroline Jankowski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.08M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $6.99M, Vanguard Total Stock Market ETF - $2.77M, Vanguard FTSE Developed Markets ETF - $2.21M, iShares International Select Dividend ETF - $1.61M, and Schwab International Equity ETF - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Caroline Jankowski's monthly returns?
Caroline Jankowski'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 Caroline Jankowski's strategy be considered aggressive or moderate?
Caroline Jankowski'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 Caroline Jankowski's strategy?
Caroline Jankowski'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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