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:
106.48%
Gain +0.23%
Monthly
1.27%
Yearly
16.31%
Drawdown
24.7%
$482.7M
Equity
Holdings
$482.7M
Investment
$349.8M
$146.04M
Profit +$350,846.05
Realized
$13.14M
Unrealized
$132.9M
Dividends
$26.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$350,846.05
Win %
82%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$574,477.92
Win %
82%
This Month
Compared to last month
Gain
-0.86%
Profit
-$4.2M
Win %
82%
This Year
Compared to last year
Gain
11.92%
Profit
$51.4M
Win %
81%
AMC AMC Entertainment Holdings, Inc.
+24.48%
+$2.85 
GPN Global Payments Inc.
+6%
+$14.01 
CRDO Credo Technology Group Holding Ltd.
+5.6%
+$4,063.3 
U Unity Software Inc.
+4.48%
+$253.5 
NBIS Nebius Group N.V.
+4.01%
+$448.87 
AMD Advanced Micro Devices, Inc.
+3.76%
+$161,919.21 
CHWY Chewy Inc.
+3.46%
+$4,804.57 
INTC Intel Corporation
+3.16%
+$25,590 
TEAM Atlassian Corporation Class A
+3.13%
+$5.84 
GTM ZoomInfo Technologies Inc.
+3.09%
+$20.61 
MU Micron Technology, Inc.
+2.95%
+$676.89 
SMR NuScale Power Corporation
+2.92%
+$2,141.55 
MCS Marcus Corporation
+2.91%
+$10,311.3 
WDC Western Digital Corporation
+2.85%
+$81.75 
PLTR Palantir Technologies Inc.
+2.44%
+$6,182.22 
DDOG Datadog, Inc. Class A Common Stock
+2.4%
+$365.5 
COIN Coinbase Global, Inc.
+2.39%
+$187.5 
INSW International Seaways Inc.
+2.29%
+$99.5 
ESTC Elastic N.V.
+2.29%
+$87.42 
AVGO Broadcom Inc.
+2.23%
+$128,380.24 
PODD Insulet Corporation
+2.2%
+$523.45 
UEC Uranium Energy Corp.
+1.99%
+$740 
XP Xp Inc.
+1.95%
+$8.12 
SNOW Snowflake Inc.
+1.93%
+$8,871.22 
CIEN Ciena Corporation
+1.92%
+$19,413.03 
PAA Plains All American Pipeline, L.P.
+1.91%
+$953.68 
SE Sea Ltd.
+1.84%
+$94.08 
UAL United Airlines Holdings, Inc.
+1.79%
+$57.82 
VLO Valero Energy Corporation
+1.77%
+$2,086.2 
MPC Marathon Petroleum Corporation
+1.75%
+$5,523.84 
GEV GE Vernova Inc.
+1.73%
+$3,918.34 
VIRT Virtu Financial, Inc.
+1.71%
+$3,828.5 
PSX Phillips 66
+1.68%
+$1,200.62 
KSS Kohl's Corporation
+1.68%
+$5.8 
IBIT iShares Bitcoin Trust
+1.65%
+$4,498.2 
ISRG Intuitive Surgical, Inc.
+1.63%
+$8,640 
MSFT Microsoft Corp.
+1.6%
+$76,904.1 
CRM Salesforce Inc
+1.57%
+$1,737.74 
NOC Northrop Grumman Corporation
+1.52%
+$253.76 
VST Vistra Corp
+1.51%
+$21.2 
FISV Fiserv, Inc.
+1.41%
+$5,000.71 
ICE Intercontinental Exchange, Inc.
+1.41%
+$985 
WMB The Williams Companies, Inc.
+1.4%
+$39.14 
COP ConocoPhillips
+1.39%
+$1,976.2 
EPD Enterprise Products Partners L.P.
+1.37%
+$1,732.5 
MTZ MasTec, Inc. Common Stock
+1.34%
+$2,212.51 
EBAY eBay Inc.
+1.31%
+$369.18 
ALL Allstate Corporation
+1.3%
+$35.75 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.3%
+$7,247.74 
PAYC Paycom Software, Inc.
+1.3%
+$3.84 
GOOG Alphabet Inc
+1.29%
+$16,632.87 
OVV Ovintiv Inc.
+1.27%
+$72.03 
OXY Occidental Petroleum Corporation
+1.25%
+$71.24 
KMI Kinder Morgan, Inc.
+1.22%
+$255.17 
NOW ServiceNow, Inc.
+1.22%
+$95.76 
MELI MercadoLibre, Inc.
+1.2%
+$152 
EOG EOG Resources, Inc.
+1.18%
+$209.55 
GOOGL Alphabet Inc
+1.17%
+$54,631.61 
AIQ Global X Artificial Intelligence & Technology ETF
+1.17%
+$20.55 
NXPI NXP Semiconductors N.V.
+1.15%
+$307 
LNG Cheniere Energy Inc.
+1.12%
+$2,705.14 
TMUS T-Mobile US, Inc.
+1.09%
+$3,045 
NRG NRG Energy, Inc.
+1.08%
+$11.12 
XMTR Xometry Inc.
+1.07%
+$320.79 
WRB W.R. Berkley Corporation
+1.03%
+$25.16 
TAP Molson Coors Beverage Company
+1%
+$27.06 
AMLP Alerian MLP ETF
+0.99%
+$5,932.08 
BEPC Brookfield Renewable Corporation
+0.97%
+$790.02 
XLE Energy Select Sector SPDR Fund
+0.96%
+$2,973.14 
XOM Exxon Mobil Corporation
+0.95%
+$11,382 
MUSA Murphy USA Inc.
+0.94%
+$198.56 
FENY Fidelity MSCI Energy Index ETF
+0.91%
+$14.5 
BG Bunge Global S.A.
+0.89%
+$15.9 
IBM International Business Machines Corporation
+0.88%
+$9,089.8 
CNA CNA Financial Corporation
+0.82%
+$11.61 
AMZN Amazon.com Inc
+0.8%
+$27,698.22 
TXN Texas Instruments Inc
+0.8%
+$4,721.12 
ACN Accenture plc Class A
+0.79%
+$114.64 
DVN Devon Energy Corporation
+0.79%
+$1,511.1 
PGR Progressive Corporation
+0.78%
+$371.45 
PWR Quanta Services Inc.
+0.77%
+$1,804.2 
RDDT Reddit Inc Class A
+0.77%
+$3,594.54 
LPLA LPL Financial Holdings Inc.
+0.75%
+$12.2 
V Visa Inc. Class A
+0.74%
+$10,605.42 
SCHW Charles Schwab Corporation
+0.71%
+$3,661.2 
FIS Fidelity National Information Services, Inc.
+0.69%
+$1,779.73 
RPG Invesco S&P 500 Pure Growth ETF
+0.69%
+$126.75 
MDT Medtronic plc
+0.67%
+$169.28 
RTX RTX Corporation
+0.67%
+$32.25 
T AT&T Inc.
+0.67%
+$5,542.34 
FTNT Fortinet Inc.
+0.65%
+$284.55 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.64%
+$2,295.05 
MTUM iShares MSCI USA Momentum Factor ETF
+0.64%
+$456.66 
COPP Sprott Copper Miners ETF
+0.64%
+$351.44 
SSYS Stratasys Ltd.
+0.6%
+$6.75 
INTU Intuit Inc.
+0.59%
+$15.48 
BAH Booz Allen Hamilton Holding Corporation
+0.58%
+$1.9 
DOX Amdocs Limited
+0.58%
+$38.12 
RMBS Rambus Inc.
+0.58%
+$6.43 
EEM iShares MSCI Emerging Markets ETF
+0.57%
+$721.8 
HON Honeywell International Inc.
+0.56%
+$807.78 
PAYX Paychex Inc.
+0.55%
+$548.01 
AVAV AeroVironment Inc.
+0.55%
+$485.15 
PYPL PayPal Holdings Inc
+0.53%
+$740.7 
DOCU DocuSign Inc.
+0.52%
+$4.95 
TEL TE Connectivity plc
+0.5%
+$379.76 
GD General Dynamics Corporation
+0.49%
+$198.65 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.48%
+$152.52 
MA Mastercard Incorporated
+0.48%
+$1,497.59 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.47%
+$43.7 
VGT Vanguard Information Technology ETF
+0.47%
+$546.96 
COPX Global X Copper Miners ETF
+0.46%
+$36.38 
HLT Hilton Worldwide Holdings Inc.
+0.46%
+$16.17 
DUK Duke Energy Corporation
+0.46%
+$12.54 
ETN Eaton Corporation plc
+0.45%
+$1,113.14 
TJX The TJX Companies, Inc.
+0.44%
+$888.08 
TMHC Taylor Morrison Home Corporation
+0.44%
+$7.56 
TTD The Trade Desk, Inc. Class A
+0.43%
+$8 
SFD Smithfield Foods, Inc.
+0.43%
+$5.61 
IEMG iShares Core MSCI Emerging Markets ETF
+0.42%
+$863.52 
CEG Constellation Energy Corporation
+0.41%
+$184.08 
MCHP Microchip Technology Incorporated
+0.41%
+$92.4 
FTEC Fidelity MSCI Information Technology Index ETF
+0.41%
+$84.31 
LULU lululemon athletica inc.
+0.4%
+$1.41 
OPK Opko Health Inc.
+0.4%
+$153.6 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$193.03 
ROST Ross Stores, Inc.
+0.4%
+$6.54 
CME CME Group Inc.
+0.39%
+$137.31 
THC Tenet Healthcare Corporation
+0.39%
+$15 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.37%
+$213.6 
CDNS Cadence Design Systems, Inc.
+0.37%
+$4.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$10,116.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.37%
+$29.24 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$634.28 
CMCSA Comcast Corp
+0.36%
+$300.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.35%
+$3.69 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.34%
+$3.08 
NVDA NVIDIA Corporation
+0.34%
+$19,739.12 
LDOS Leidos Holdings Inc.
+0.33%
+$0.35 
IGE iShares North American Natural Resources ETF
+0.33%
+$570 
MMM 3M Company
+0.33%
+$2,319.72 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,111.62 
WELL Welltower Inc.
+0.31%
+$33.44 
VOOG Vanguard S&P 500 Growth ETF
+0.31%
+$22.5 
NUKZ Range Nuclear Renaissance ETF
+0.3%
+$72.96 
EXEL Exelixis Inc.
+0.28%
+$5.66 
IUSG iShares Core S&P U.S. Growth ETF
+0.28%
+$418.64 
PWB Invesco Large Cap Growth ETF
+0.27%
+$7.79 
KELYA Kelly Services Inc.
+0.26%
+$315.64 
IWP iShares Russell Mid-Cap Growth ETF
+0.26%
+$176.08 
NOK Nokia Corporation Sponsored ADR
+0.25%
+$3.77 
IWF iShares Russell 1000 Growth ETF
+0.23%
+$2,558.08 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.22%
+$14.72 
AVEM Avantis Emerging Markets Equity ETF
+0.22%
+$1,266.33 
APP AppLovin Corporation Class A Common Stock
+0.2%
+$389.58 
RBRK Rubrik, Inc.
+0.2%
+$190.56 
PCG PG&E Corporation
+0.2%
+$1.72 
VOT Vanguard Mid-Cap Growth ETF
+0.2%
+$16,343.62 
LHX L3Harris Technologies, Inc.
+0.2%
+$31.9 
VONG Vanguard Russell 1000 Growth Fund
+0.2%
+$6,277.68 
ET Energy Transfer L.P.
+0.17%
+$334.46 
FCOM Fidelity MSCI Communication Services Index ETF
+0.16%
+$7.93 
SOVF Sovereign's Capital Flourish Fund
+0.16%
+$96.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$165.06 
WTPI WisdomTree Equity Premium Income Fund
+0.15%
+$16.4 
LMT Lockheed Martin Corporation
+0.14%
+$29.6 
FV First Trust Dorsey Wright Focus 5 ETF
+0.14%
+$38.9 
FOXA Fox Corporation
+0.14%
+$1.12 
FICO Fair Isaac Corporation
+0.13%
+$1.63 
VUG Vanguard Growth ETF
+0.12%
+$2,104.83 
RNR Renaissancere Holdings Ltd.
+0.12%
+$3.9 
EA Electronic Arts Inc.
+0.12%
+$0.24 
JQUA JPMorgan U.S. Quality Factor ETF
+0.11%
+$102.64 
PDP Invesco Dorsey Wright Momentum ETF
+0.11%
+$54.66 
BNY BlackRock New York Municipal Income Trust
+0.08%
+$57.46 
CGGR Capital Group Growth ETF
+0.07%
+$98.37 
CNC Centene Corporation
+0.06%
+$0.24 
CLSE Convergence Long/Short Equity Fund
+0.06%
+$734.5 
KO The Coca-Cola Company
+0.06%
+$89.23 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$610.87 
MQ Marqeta, Inc. Class A
+0.04%
+$1.11 
HUM Humana Inc.
+0.04%
+$115.35 
WNC Wabash National Corporation
+0.04%
+$10 
OKLO Oklo Inc.
+0.04%
+$48 
BSX Boston Scientific Corporation
+0.03%
+$25.53 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.03%
+$2.13 
QCOM QUALCOMM Incorporated
+0.02%
+$6 
SPEM SPDR Portfolio Emerging Markets ETF
+0.02%
+$1.68 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.01%
+$43.8 
META Meta Platforms Inc Class A
+0.01%
+$270.13 
HOOD Robinhood Markets, Inc.
+0.01%
+$0.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$3.31 
PEN Penumbra Inc.
+0.01%
+$0.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$39 
PANW Palo Alto Networks, Inc.
0%
+$22.73 
AL Air Lease Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
EFIV SPDR S&P 500 ESG ETF
0%
+$0.84 
ROKU Roku, Inc.
0%
$0 
SBSW Sibanye Stillwater Ltd - ADR
0%
$0 
HDB HDFC Bank Limited ADR
-10.35%
-$2,085.72 
SCLX Scilex Holding Company
-7.58%
-$12.8 
TEM Tempus AI, Inc.
-6.75%
-$5,448.06 
CAVA Cava Group Inc.
-6.59%
-$9,461.36 
BE Bloom Energy Corporation
-5.91%
-$1,180.63 
RYAAY Ryanair Holdings plc American Depositary Receipt
-5.8%
-$562.14 
CVNA Carvana Co.
-4.86%
-$16.37 
CMG Chipotle Mexican Grill, Inc.
-4.15%
-$690.69 
NMG Nouveau Monde Graphite Inc.
-3.52%
-$7.5 
DHI D.R. Horton, Inc.
-3.33%
-$14,491.8 
ARES Ares Management Corporation
-3.28%
-$4,120 
CRH CRH plc
-2.9%
-$589.03 
URI United Rentals, Inc.
-2.89%
-$1,903.23 
DECK Deckers Outdoor Corporation
-2.87%
-$9.18 
ORCL Oracle Corporation
-2.83%
-$2,069.24 
BX Blackstone Inc.
-2.81%
-$11,997.2 
TOL Toll Brothers Inc
-2.64%
-$1,582.05 
TSLA Tesla, Inc.
-2.54%
-$8,316.19 
WAT Waters Corporation
-2.52%
-$251.37 
FAST Fastenal Co.
-2.51%
-$4.56 
GE General Electric Company
-2.5%
-$13,582.75 
INGM Ingram Micro Holding Corporation
-2.48%
-$46.4 
AAPL Apple Inc.
-2.48%
-$152,314.22 
EMR Emerson Electric Co.
-2.39%
-$1,477.4 
LLY Eli Lilly and Company
-2.33%
-$23,522.87 
AZN AstraZeneca PLC American Depositary Shares
-2.32%
-$591.92 
APO Apollo Global Management, Inc.
-2.3%
-$418.27 
MS Morgan Stanley
-2.23%
-$38,022.97 
MRK Merck & Co., Inc.
-2.17%
-$13,882.8 
XHB SPDR S&P Homebuilders ETF
-2.15%
-$3,245.69 
LRCX Lam Research Corporation
-2.15%
-$1,413.3 
TPG TPG Inc.
-2.14%
-$2,337.5 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-2.12%
-$14.33 
NVS Novartis AG Sponsored ADR
-2.1%
-$229.69 
HD The Home Depot, Inc.
-2.06%
-$19,222.5 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.05%
-$98.6 
OWL Blue Owl Capital Inc.
-2.05%
-$2,340 
LOW Lowe's Companies Inc.
-2.04%
-$14,177.28 
WSM Williams-Sonoma, Inc.
-2.02%
-$101.31 
RKLB Rocket Lab Corporation
-2.01%
-$2,719.8 
FDX FedEx Corporation
-1.98%
-$111.24 
DE Deere & Company
-1.95%
-$7,290.62 
PKG Packaging Corporation of America
-1.95%
-$386.75 
SQ Block, Inc.
-1.94%
-$20.54 
AA Alcoa Corporation
-1.93%
-$17 
JLL Jones Lang LaSalle Inc.
-1.93%
-$1,518.44 
BKNG Booking Holdings Inc.
-1.92%
-$348 
CAT Caterpillar Inc.
-1.88%
-$31,085.51 
BIIB Biogen Inc.
-1.87%
-$30.89 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.86%
-$1,211.42 
EXPE Expedia Group, Inc.
-1.85%
-$358.56 
INCY Incyte Corporation
-1.85%
-$21.65 
AQST Aquestive Therapeutics Inc.
-1.82%
-$975 
KLAC KLA Corporation
-1.8%
-$1,152 
SITE SiteOne Landscape Supply Inc.
-1.79%
-$225.06 
TAN Invesco Solar ETF
-1.77%
-$1,717.09 
UNP Union Pacific Corporation
-1.77%
-$1,158.78 
MFC Manulife Financial Corporation
-1.76%
-$405.45 
CL Colgate-Palmolive Company
-1.72%
-$6.4 
CBRE CBRE Group Inc.
-1.72%
-$24.2 
BDX Becton, Dickinson and Company
-1.71%
-$540 
WMT Walmart Inc.
-1.71%
-$4,656.6 
SHW The Sherwin-Williams Company
-1.7%
-$28.12 
HPQ HP Inc.
-1.67%
-$707.99 
CTAS Cintas Corporation
-1.66%
-$6.8 
ITW Illinois Tool Works Inc.
-1.66%
-$1,487.16 
PLD Prologis Inc.
-1.65%
-$237.12 
CSX CSX Corporation
-1.65%
-$939.37 
ORLY O'Reilly Automotive Inc.
-1.61%
-$417 
PEP PepsiCo, Inc.
-1.61%
-$1,586.78 
SNDR Schneider National, Inc.
-1.6%
-$5,433.27 
SNX TD Synnex Corporation
-1.58%
-$45.9 
RITM Rithm Capital Corp.
-1.56%
-$870 
JNJ Johnson & Johnson
-1.55%
-$12,701.33 
USFD US Foods Holding Corp
-1.55%
-$258.86 
DIS The Walt Disney Company
-1.54%
-$867 
MAS Masco Corporation
-1.53%
-$3,748.76 
KNX Knight-Swift Transportation Holdings Inc.
-1.51%
-$12.76 
F Ford Motor Company
-1.51%
-$53.53 
RIO Rio Tinto Plc Sponsored ADR
-1.51%
-$331.84 
M Macy's Inc.
-1.5%
-$11.01 
WAB Wabtec Corporation
-1.46%
-$3.83 
CBU Community Bank System, Inc.
-1.37%
-$3,709.12 
DTE DTE Energy Company
-1.35%
-$116 
GRMN Garmin Ltd.
-1.28%
-$9.57 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$724.13 
CCJ Cameco Corporation
-1.25%
-$3,667.96 
ED Consolidated Edison, Inc.
-1.24%
-$65.56 
RACE Ferrari N.V.
-1.24%
-$681.09 
CMS CMS Energy Corporation
-1.24%
-$115.57 
NKE Nike, Inc. - Class B
-1.23%
-$733.32 
HPE Hewlett Packard Enterprise Company
-1.22%
-$38.08 
MDLZ Mondelez International, Inc.
-1.22%
-$210.09 
UTHR United Therapeutics Corporation
-1.22%
-$13.04 
ONB Old National Bancorp
-1.2%
-$8,398.08 
XME SPDR S&P Metals & Mining ETF
-1.2%
-$951.75 
CRBG Corebridge Financial Inc.
-1.18%
-$2,250 
KR Kroger Co.
-1.17%
-$759 
LNC Lincoln National Corporation
-1.14%
-$2,400 
D Dominion Energy, Inc.
-1.13%
-$236.67 
PAVE Global X U.S. Infrastructure Development ETF
-1.12%
-$343.35 
PEGA Pegasystems Inc.
-1.12%
-$2.88 
AVY Avery Dennison Corporation
-1.1%
-$138.06 
SHEL Shell plc
-1.1%
-$336 
NEE NextEra Energy, Inc.
-1.09%
-$887.55 
WYNN Wynn Resorts, Limited
-1.09%
-$105.5 
BLK BlackRock, Inc.
-1.08%
-$1,109.76 
FIGS Figs Inc.
-1.07%
-$879.67 
PPL PPL Corporation
-1.06%
-$268.28 
PFE Pfizer Inc.
-1.06%
-$6,734.18 
GS The Goldman Sachs Group, Inc.
-1.05%
-$27,606.87 
FMAT Fidelity MSCI Materials Index ETF
-1.02%
-$15.79 
VTRS Viatris Inc.
-1.01%
-$208.78 
FCFS FirstCash Holdings, Inc.
-1.01%
-$306.72 
LNT Alliant Energy Corporation
-1.01%
-$255.94 
METL Sprott Active Metals & Miners ETF
-1%
-$955.28 
SNA Snap-on Inc.
-0.99%
-$8.16 
MEDP Medpace Holdings Inc.
-0.99%
-$159.9 
SPT Sprout Social, Inc. Class A Common Stock
-0.99%
-$13.86 
AEP American Electric Power Company, Inc.
-0.98%
-$930.8 
GILD Gilead Sciences Inc.
-0.98%
-$1,372.86 
BAC Bank of America Corporation
-0.95%
-$12,637.75 
CAH Cardinal Health Inc.
-0.94%
-$2,840.4 
FHLC Fidelity MSCI Health Care Index ETF
-0.94%
-$73.57 
FHI Federated Hermes Inc.
-0.94%
-$36.85 
TPR Tapestry Inc.
-0.94%
-$181.53 
PCAR PACCAR Inc.
-0.94%
-$147.5 
WEC WEC Energy Group Inc.
-0.93%
-$1,789.2 
XLV Health Care Select Sector SPDR Fund
-0.91%
-$261.64 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.91%
-$1,716.61 
AEE Ameren Corporation
-0.91%
-$148.47 
ETR Entergy Corporation
-0.9%
-$331.5 
ADBE Adobe Inc.
-0.9%
-$587.88 
O Realty Income Corporation
-0.9%
-$21.24 
MCK McKesson Corporation
-0.89%
-$6,180.73 
ESNT Essent Group Ltd.
-0.89%
-$10.12 
PSA Public Storage Common Stock
-0.89%
-$90.24 
RSG Republic Services, Inc.
-0.89%
-$1,970 
MTG MGIC Investment Corporation
-0.88%
-$4,598.1 
QLYS Qualys, Inc.
-0.87%
-$2.79 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$323.61 
ROL Rollins, Inc.
-0.86%
-$6.63 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$22.77 
MET MetLife Inc.
-0.85%
-$1,600 
PH Parker-Hannifin Corporation
-0.84%
-$530.31 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.84%
-$21.37 
FIDU Fidelity MSCI Industrials Index ETF
-0.83%
-$28.62 
IDV iShares International Select Dividend ETF
-0.82%
-$39,144.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.82%
-$21,091.36 
AXP American Express Company
-0.82%
-$256.96 
CRSP Crispr Therapeutics AG
-0.82%
-$785.46 
TRV The Travelers Companies, Inc.
-0.81%
-$2.97 
FITB Fifth Third Bancorp
-0.8%
-$4,972.24 
IQLT iShares MSCI International Quality Factor ETF
-0.8%
-$83.74 
PDLB Ponce Financial Group Inc.
-0.79%
-$1,920 
XLI Industrial Select Sector SPDR Fund
-0.79%
-$431.46 
COR Cencora, Inc.
-0.75%
-$2,194.49 
EFG iShares MSCI EAFE Growth ETF
-0.75%
-$74.28 
DFIV Dimensional International Value ETF
-0.74%
-$929.18 
ARW Arrow Electronics Inc.
-0.74%
-$466.64 
DDS Dillard's Inc.
-0.73%
-$4.05 
SO The Southern Company
-0.72%
-$218.04 
GM General Motors Company
-0.72%
-$810.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.72%
-$305.04 
FREL Fidelity MSCI Real Estate Index ETF
-0.71%
-$4.08 
BBAI BigBear.ai Holdings Inc.
-0.7%
-$3.5 
DFAT Dimensional US Targeted Value ETF
-0.69%
-$1,329.86 
EFA iShares MSCI EAFE ETF
-0.69%
-$6,046.76 
CLX The Clorox Company
-0.69%
-$332.5 
UBER Uber Technologies, Inc.
-0.68%
-$3,130.61 
FUTY Fidelity MSCI Utilities Index ETF
-0.67%
-$7.02 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$20,226.56 
AVDE Avantis International Equity ETF
-0.66%
-$3,202.87 
UNH UnitedHealth Group Incorporated
-0.65%
-$2,214.07 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$1,475 
DFSV Dimensional US Small Cap Value ETF
-0.65%
-$1,011.59 
TROW T. Rowe Price Group, Inc.
-0.64%
-$1,500 
PK Park Hotels & Resorts Inc.
-0.64%
-$6.93 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$3,473.89 
APPF Appfolio Inc.
-0.63%
-$1.14 
EMN Eastman Chemical Company
-0.63%
-$87 
EFV iShares MSCI EAFE Value ETF
-0.63%
-$11,035.03 
VNQ Vanguard Real Estate ETF
-0.63%
-$6.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$1,548.36 
MRSH Marsh & McLennan Companies, Inc.
-0.63%
-$194.94 
TT Trane Technologies plc
-0.62%
-$219.37 
INTF iShares International Equity Factor ETF
-0.62%
-$204 
VPU Vanguard Utilities ETF
-0.62%
-$12.05 
IDU iShares U.S. Utilities ETF
-0.61%
-$60.63 
DFIS Dimensional International Small Cap ETF
-0.61%
-$12.47 
BMY Bristol-Myers Squibb Company
-0.61%
-$310.06 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$1,578.96 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$179.22 
ATI ATI Inc.
-0.6%
-$1,961.12 
EZM WisdomTree U.S. MidCap Fund
-0.6%
-$10.92 
SDY SPDR S&P Dividend ETF
-0.6%
-$919.45 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.6%
-$26.88 
TYL Tyler Technologies Inc.
-0.59%
-$83.6 
DVY iShares Select Dividend ETF
-0.59%
-$22,107.84 
TDG TransDigm Group Inc.
-0.59%
-$285.8 
ABBV AbbVie Inc.
-0.58%
-$7,189.25 
ITA iShares U.S. Aerospace & Defense ETF
-0.58%
-$25.65 
DISV Dimensional International Small Cap Equity Fund
-0.58%
-$102.24 
RNG RingCentral Inc.
-0.58%
-$10.32 
AOA iShares Core Aggressive Allocation ETF
-0.57%
-$37.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$235,546 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$1,136.71 
GLW Corning Incorporated
-0.57%
-$871.2 
DFGR Dimensional Global Real Estate ETF
-0.57%
-$99.79 
DGRO iShares Core Dividend Growth ETF
-0.56%
-$244.91 
TXRH Texas Roadhouse Inc.
-0.56%
-$6.66 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.56%
-$2,832.9 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.55%
-$57.12 
FNDF Schwab Fundamental International Large Company Index ETF
-0.55%
-$388.31 
GDX VanEck Gold Miners ETF
-0.55%
-$22.23 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$15,825.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.54%
-$8.25 
VOOV Vanguard S&P 500 Value ETF
-0.54%
-$28.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.54%
-$747.03 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.54%
-$108.22 
HWM Howmet Aerospace Inc.
-0.53%
-$11.64 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$15,796 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$1,371.9 
GWX SPDR S&P International Small Cap ETF
-0.52%
-$79.65 
IJS iShares S&P Small-Cap 600 Value ETF
-0.52%
-$8,324.75 
VLTO Veralto Corporation
-0.52%
-$55.37 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$447.52 
IMCV iShares Morningstar Mid-Cap ETF
-0.51%
-$308.16 
FTCS First Trust Capital Strength ETF
-0.51%
-$590.45 
VICI Vici Properties Inc.
-0.5%
-$8.23 
AFL Aflac Inc.
-0.5%
-$40.62 
AMGN Amgen Inc.
-0.5%
-$132.54 
SCHC Schwab International Small-Cap Equity ETF
-0.49%
-$516.06 
BKLN Invesco Senior Loan ETF
-0.49%
-$2,899.2 
DIHP Dimensional International High Profitability Portfolio
-0.49%
-$586.25 
REGN Regeneron Pharmaceuticals, Inc.
-0.48%
-$3.26 
IWN iShares Russell 2000 Value ETF
-0.48%
-$114.49 
ATO Atmos Energy Corporation
-0.47%
-$8.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$26.91 
CHD Church & Dwight Co., Inc.
-0.47%
-$276 
SCHF Schwab International Equity ETF
-0.46%
-$183,787.12 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.46%
-$741.52 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$743.5 
CRUS Cirrus Logic, Inc.
-0.45%
-$6.2 
WTFC Wintrust Financial Corporation
-0.45%
-$457.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$228.66 
VOE Vanguard Mid-Cap Value ETF
-0.44%
-$1,286.05 
FNCL Fidelity MSCI Financials Index ETF
-0.44%
-$22.05 
BBWI Bath & Body Works, Inc.
-0.43%
-$3.6 
IWD iShares Russell 1000 Value ETF
-0.43%
-$2,727.47 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$289.1 
ADSK Autodesk, Inc.
-0.43%
-$7.44 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$265.42 
IWS iShares Russell Mid-Cap Value ETF
-0.42%
-$323.18 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.41%
-$1,185.04 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$54,148.8 
UHS Universal Health Services, Inc.
-0.41%
-$11.16 
GNRC Generac Holdings Inc.
-0.41%
-$33.44 
EW Edwards Lifesciences Corporation
-0.41%
-$64.05 
MGV Vanguard Mega Cap Value ETF
-0.4%
-$58.7 
RWL Invesco S&P 500 Revenue ETF
-0.4%
-$247 
WCN Waste Connections Inc.
-0.4%
-$107.55 
SEIC SEI Investments Company
-0.39%
-$7.41 
GNR SPDR S&P Global Natural Resources ETF
-0.39%
-$51.03 
VB Vanguard Small-Cap ETF
-0.39%
-$10,766.21 
PWV Invesco Large Cap Value ETF
-0.39%
-$79 
MCD McDonald's Corporation
-0.38%
-$6,136.38 
XMMO Invesco S&P MidCap Momentum ETF
-0.38%
-$6.54 
AMAT Applied Materials, Inc.
-0.38%
-$248.75 
VTV Vanguard Value ETF
-0.37%
-$5,320.89 
AVUV Avantis U.S. Small Cap Value ETF
-0.37%
-$255.3 
IGF iShares Global Infrastructure ETF
-0.37%
-$2,773.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$39,020.2 
AVDV Avantis International Small Cap Value ETF
-0.36%
-$610.13 
HDV iShares Core High Dividend ETF
-0.35%
-$5,308.19 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.35%
-$4,036.5 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$183,423.52 
HLN Haleon Plc - ADR
-0.35%
-$64.58 
DLS WisdomTree International SmallCap Dividend Fund
-0.34%
-$192.31 
FELV Fidelity Enhanced Large Cap Value ETF
-0.34%
-$16.38 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.34%
-$2,753.59 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.34%
-$17.32 
VTWO Vanguard Russell 2000 ETF
-0.34%
-$15,204.8 
HCA HCA Healthcare Inc.
-0.33%
-$83.98 
SCHV Schwab U.S. Large-Cap Value ETF
-0.33%
-$409.66 
BRO Brown & Brown Inc.
-0.32%
-$652.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.32%
-$300.39 
CSCO Cisco Systems, Inc.
-0.32%
-$1,042.92 
IWM iShares Russell 2000 ETF
-0.32%
-$16,332.15 
VEU Vanguard FTSE All-World ex-US ETF
-0.32%
-$7,247.76 
AMP Ameriprise Financial, Inc.
-0.32%
-$273.84 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.3%
-$901.62 
IWR iShares Russell Mid-Cap ETF
-0.3%
-$3,486.12 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.3%
-$18.86 
MSI Motorola Solutions, Inc.
-0.3%
-$1,917.04 
ALC Alcon Inc.
-0.3%
-$30.03 
COF Capital One Financial Corporation
-0.3%
-$407.95 
REET iShares Global REIT ETF
-0.3%
-$234.6 
VZ Verizon Communications Inc.
-0.3%
-$2,685.8 
ADM Archer-Daniels-Midland Co
-0.3%
-$227.72 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$47.37 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.3%
-$124.32 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$312.18 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.29%
-$317.2 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$18.64 
RPRX Royalty Pharma plc
-0.29%
-$1.19 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.29%
-$2,145.7 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$8.64 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$2.34 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.28%
-$235.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$261.9 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.27%
-$593.4 
RJF Raymond James Financial Inc.
-0.27%
-$128.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.27%
-$315.02 
ACWI iShares MSCI ACWI ETF
-0.27%
-$36.54 
IWO iShares Russell 2000 Growth ETF
-0.27%
-$312.56 
SPGI S&P Global Inc.
-0.26%
-$292.5 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$67.14 
MBB iShares MBS ETF
-0.25%
-$2.58 
AVB AvalonBay Communities, Inc.
-0.25%
-$24.96 
MATV Mativ Holdings Inc.
-0.25%
-$2 
PM Philip Morris International Inc.
-0.24%
-$62.98 
DFLV Dimensional US Large Cap Value ETF
-0.24%
-$877.33 
CGDV Capital Group Dividend Value ETF
-0.24%
-$320.05 
GLD SPDR Gold Shares
-0.24%
-$568.1 
SMTH ALPS Smith Core Plus Bond ETF
-0.23%
-$15.36 
IAU iShares Gold Trust
-0.23%
-$210.53 
COWZ Pacer US Cash Cows 100 ETF
-0.23%
-$21.9 
HALO Halozyme Therapeutics Inc.
-0.23%
-$13.5 
SPHQ Invesco S&P 500 Quality ETF
-0.23%
-$575.84 
WM Waste Management, Inc.
-0.23%
-$818.64 
ADP Automatic Data Processing Inc.
-0.23%
-$159.28 
SAP SAP SE Sponsored ADR
-0.22%
-$8.4 
LIN Linde plc
-0.22%
-$232.87 
VTHR Vanguard Russell 3000 ETF
-0.22%
-$3,419.28 
WF Woori Financial Group Inc. Sponsored ADR
-0.22%
-$10.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.21%
-$530.48 
CRWD CrowdStrike Holdings, Inc.
-0.21%
-$70.52 
DFUV Dimensional US Marketwide Value ETF
-0.21%
-$1,809.53 
VO Vanguard Mid-Cap ETF
-0.21%
-$21,011.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$256.23 
APAM Artisan Partners Asset Management Inc.
-0.2%
-$3,215.85 
KMB Kimberly-Clark Corporation
-0.19%
-$33.6 
DFAU Dimensional US Core Equity Market ETF
-0.18%
-$29.26 
VONE Vanguard Russell 1000 ETF
-0.18%
-$99.43 
AVUS Avantis U.S. Equity ETF
-0.18%
-$30.82 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.17%
-$0.45 
URNM Sprott Uranium Miners ETF
-0.17%
-$24.84 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$1.81 
STT State Street Corp
-0.16%
-$5.51 
SCHB Schwab U.S. Broad Market ETF
-0.16%
-$4,097.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.16%
-$3,847.2 
MUB iShares National Muni Bond ETF
-0.15%
-$1,249.21 
IWV ISHARES RUSSELL 3000 ETF
-0.15%
-$217.75 
VSGX Vanguard ESG International Stock ETF
-0.14%
-$1,107.37 
PCEF Invesco CEF Income Composite ETF
-0.14%
-$10.35 
VKTX Viking Therapeutics Inc.
-0.14%
-$235.7 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$128.38 
SF Stifel Financial Corp.
-0.13%
-$1 
HIG The Hartford Insurance Group, Inc.
-0.13%
-$4.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$323.4 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.12%
-$51.08 
SCHX Schwab U.S. Large-Cap ETF
-0.12%
-$200.9 
NEM Newmont Corporation
-0.11%
-$4 
ADI Analog Devices, Inc.
-0.11%
-$501.84 
IWB iShares Russell 1000 ETF
-0.11%
-$444.57 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$96,115.23 
IVV iShares Core S&P 500 ETF
-0.1%
-$3,062.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$2.55 
VOO Vanguard S&P 500 ETF
-0.1%
-$30,930.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.09%
-$33.58 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$0.37 
NPK National Presto Industries Inc.
-0.09%
-$40.26 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.09%
-$1,560.85 
EES WisdomTree U.S. SmallCap Fund
-0.09%
-$1.56 
MGC Vanguard Mega Cap ETF
-0.09%
-$170.43 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$708.11 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.08%
-$15.23 
MO Altria Group, Inc.
-0.08%
-$326.52 
C Citigroup Inc.
-0.08%
-$296.83 
EME EMCOR Group, Inc.
-0.08%
-$0.57 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.06%
-$3.65 
OEF iShares S&P 100 ETF
-0.06%
-$22.5 
RVT Royce Small-Cap Trust, Inc.
-0.06%
-$70 
PTLC Pacer Trendpilot US Large Cap ETF
-0.05%
-$36.21 
ESGV Vanguard ESG U.S. Stock ETF
-0.04%
-$11.65 
VBK Vanguard Small-Cap Growth ETF
-0.03%
-$14.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.03%
-$14.08 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$0.61 
BRC Brady Corporation
-0.01%
-$83.76 
LUV Southwest Airlines Co.
-0.01%
-$1.53 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.01%
-$20.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4188 | Longs Won 2637/4188 62% | Profit Factor 11.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,707.58 |
| Average Win $60,543.33 | Best Trade (Jul 22) $5.47M | Sharpe Ratio -14.8 |
| Average Loss -$8,779.64 | Worst Trade (Dec 31) -$402,631.12 | Z-Score 11.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $34,869.99 |
| 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, MonthlyNo Data
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 Caroline Jankowski?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $9.39M, SPDR S&P 500 ETF Trust - $3.52M, VANGUARD TOTAL STOCK MKT ETF - $2.95M, iShares International Select Dividend ETF - $2.58M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.04M. 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 Corporation - $312,617.31, UnitedHealth Group Incorporated - $207,518.63, PayPal Holdings Inc - $195,882.09, iShares MSCI Global Minimum Volatility ETF - $187,362.4, and Dow Inc - $164,200.72. 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 $26.6M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $6.7M, VANGUARD TOTAL STOCK MKT ETF - $2.58M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.09M, iShares International Select Dividend ETF - $1.56M, and Schwab International Equity ETF - $1.51M. 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.
