KATHLEEN VANORMER Portfolio
Invests via UNION SAVINGS BANK | Managed by Kathleen VanOrmer
Invests via UNION SAVINGS BANK
Managed by Kathleen VanOrmer
Automatically Tracked
KATHLEEN VANORMER Profile
Senior finance and governance executive with experience in corporate strategy, investor relations and M&A support. KATHLEEN VANORMER has held board and C-suite advisory roles, advising on capital allocation, restructuring and stakeholder communications. Known to markets for pragmatic risk management, operational oversight and cross-border transaction execution; frequents board committees on audit and compensation and is relevant to investors assessing governance and capital strategy.
Senior finance and governance executive with experience in corporate strategy, investor relations and M&A support. KATHLEEN VANORMER has held board and C-suite advisory roles, advising on capital allocation, restructuring and stakeholder communications. Known to markets for pragmatic risk management, operational oversight and cross-border transaction execution; frequents board committees on audit and compensation and is relevant to investors assessing governance and capital strategy.
Investment Philosophy & Strategy
Prioritizes governance-led capital allocation, favoring opportunities where active board oversight, rigorous financial controls and clear restructuring plans unlock shareholder value. Emphasizes conservative risk management, disciplined capital deployment and pragmatic returns over headline growth; prefers mid-to-large cap situations requiring operational fixes, M&A execution or cross-border integration. Investment horizon is medium-to-long term with focus on alignment between management and investors, transparent communications, measurable KPI-driven turnarounds and tight downside protection.
Prioritizes governance-led capital allocation, favoring opportunities where active board oversight, rigorous financial controls and clear restructuring plans unlock shareholder value. Emphasizes conservative risk management, disciplined capital deployment and pragmatic returns over headline growth; prefers mid-to-large cap situations requiring operational fixes, M&A execution or cross-border integration. Investment horizon is medium-to-long term with focus on alignment between management and investors, transparent communications, measurable KPI-driven turnarounds and tight downside protection.
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:
20.76%
Gain +0.41%
Monthly
0.8%
Yearly
10%
Drawdown
14.4%
$0
Equity
Holdings
$0
Investment
$0
$36.42M
Profit +$828,151
Realized
$36.42M
Unrealized
$0
Dividends
$5.16M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$828,151
Win %
69%
This Week
Compared To Last Week
Gain
2.22%
Profit
$4.63M
Win %
69%
This Month
Compared to last month
Gain
1.88%
Profit
$3.93M
Win %
69%
This Year
Compared to last year
Gain
4.48%
Profit
$9.14M
Win %
70%
BRK-A Berkshire Hathaway Inc.
+$8.06M
SPHQ Invesco S&P 500 Quality ETF
+$3.22M
SPY SPDR S&P 500 ETF Trust
+$1.25M
JPM JPMorgan Chase & Co.
+$1.09M
LLY Eli Lilly and Company
+$899,981.93
VYM Vanguard High Dividend Yield ETF
+$775,049.54
COST Costco Wholesale Corporation
+$761,249.39
ADP Automatic Data Processing Inc.
+$646,598.16
XOM Exxon Mobil Corporation
+$615,178
NVDA NVIDIA Corporation
+$462,184.47
MA Mastercard Incorporated
+$447,659.75
GOOGL Alphabet Inc
+$436,561.59
ABBV AbbVie Inc.
+$423,551.17
TJX The TJX Companies, Inc.
+$422,673.48
TRV The Travelers Companies, Inc.
+$346,559.46
META Meta Platforms Inc Class A
+$340,050.75
AVGO Broadcom Inc.
+$317,489.11
PG Procter & Gamble Co
+$280,152.47
BX Blackstone Inc.
+$279,715.4
AMZN Amazon.com Inc
+$261,899.91
CVX Chevron Corporation
+$245,105.68
XLF Financial Select Sector SPDR Fund
+$242,128.69
AXP American Express Company
+$216,956.32
BRK-B Berkshire Hathaway Inc.
+$213,928.47
DVY iShares Select Dividend ETF
+$209,075.91
CASY Casey's General Stores Inc.
+$207,825.03
ORCL Oracle Corporation
+$206,182.89
IBM International Business Machines Corporation
+$195,551.14
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+$190,137.52
RTX RTX Corporation
+$185,551.84
BAC Bank of America Corporation
+$155,709.42
T AT&T Inc.
+$155,052.68
MMM 3M Company
+$153,066.81
FLOT iShares Floating Rate Bond ETF
+$151,399.44
SYK Stryker Corporation
+$147,907.48
AAPL Apple Inc.
+$143,469.93
CSCO Cisco Systems, Inc.
+$141,350.87
VDE Vanguard Energy ETF
+$140,879.66
AMGN Amgen Inc.
+$138,427.94
SO The Southern Company
+$135,410.35
FISV Fiserv, Inc.
+$127,058
CAT Caterpillar Inc.
+$124,963.21
GLD SPDR Gold Shares
+$123,065.5
NFLX Netflix, Inc.
+$109,050.44
CME CME Group Inc.
+$107,906.63
VIG Vanguard Dividend Appreciation ETF
+$107,351.58
IWF iShares Russell 1000 Growth ETF
+$104,129.56
ABT Abbott Laboratories
+$102,892.33
HD The Home Depot, Inc.
+$102,261.62
GVI iShares Intermediate Government Bond ETF
+$97,379.07
VTI VANGUARD TOTAL STOCK MKT ETF
+$97,307.38
GE General Electric Company
+$93,660.92
ORLY O'Reilly Automotive Inc.
+$89,300.71
MO Altria Group, Inc.
+$85,494.9
SDY SPDR S&P Dividend ETF
+$82,681.3
MCK McKesson Corporation
+$82,544.78
V Visa Inc. Class A
+$77,095.8
TSCO Tractor Supply Company
+$75,836.78
DUK Duke Energy Corporation
+$75,028.65
PM Philip Morris International Inc.
+$74,869.15
VGT Vanguard Information Technology ETF
+$71,631.88
GOOG Alphabet Inc
+$69,375.39
ICE Intercontinental Exchange, Inc.
+$68,449.43
BMY Bristol-Myers Squibb Company
+$66,354.92
EMR Emerson Electric Co.
+$64,173.18
KO The Coca-Cola Company
+$63,707.47
AFL Aflac Inc.
+$62,529.8
MET MetLife Inc.
+$61,383.92
MGC Vanguard Mega Cap ETF
+$60,000.27
IVV iShares Core S&P 500 ETF
+$58,817.81
NBTB NBT Bancorp Inc.
+$50,279.2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+$48,460.76
PAYX Paychex Inc.
+$47,981.47
KMB Kimberly-Clark Corporation
+$47,881.39
CMI Cummins Inc.
+$47,387.14
CB Chubb Limited
+$47,273.29
IWB iShares Russell 1000 ETF
+$45,520.61
ECL Ecolab Inc.
+$45,395.11
PH Parker-Hannifin Corporation
+$44,211.8
GS The Goldman Sachs Group, Inc.
+$41,461.93
XLU Utilities Select Sector SPDR Fund
+$38,227.09
NVS Novartis AG Sponsored ADR
+$37,370.93
QQQ Invesco QQQ Trust, Series 1
+$36,296.39
SU Suncor Energy Inc.
+$36,004.45
INTU Intuit Inc.
+$34,057.75
BR Broadridge Financial Solutions, Inc.
+$33,331.4
DE Deere & Company
+$31,376.87
WFC Wells Fargo & Company
+$31,093.38
GEV GE Vernova Inc.
+$30,725.61
C Citigroup Inc.
+$30,531.2
DIS The Walt Disney Company
+$30,036.52
MRSH Marsh & McLennan Companies, Inc.
+$29,936.63
WMT Walmart Inc.
+$29,932.61
VOX Vanguard Communication Services ETF
+$29,723.68
TDG TransDigm Group Inc.
+$29,256.75
LIN Linde plc
+$29,090.48
EOG EOG Resources, Inc.
+$28,331.03
VZ Verizon Communications Inc.
+$27,635.13
VOO Vanguard S&P 500 ETF
+$27,019.68
BLK BlackRock, Inc.
+$23,752.9
BIDD iShares International Dividend Active ETF
+$22,501.88
VEU Vanguard FTSE All-World ex-US ETF
+$22,173.31
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
+$21,737.27
SHEL Shell plc
+$18,964.84
CHD Church & Dwight Co., Inc.
+$18,882.5
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$18,648.48
COP ConocoPhillips
+$17,637.78
UNH UnitedHealth Group Incorporated
+$16,948.46
ETN Eaton Corporation plc
+$16,803.64
IVE ISHARES S&P 500 VALUE ETF
+$16,562.18
AMAT Applied Materials, Inc.
+$16,043.61
MS Morgan Stanley
+$15,438.16
EEM iShares MSCI Emerging Markets ETF
+$15,233.66
ESGV Vanguard ESG U.S. Stock ETF
+$14,850.89
NOW ServiceNow, Inc.
+$14,761.75
ED Consolidated Edison, Inc.
+$14,621.52
BND Vanguard Total Bond Market Index Fund
+$14,007.9
VUG Vanguard Growth ETF
+$13,310.6
GSK GSK plc Sponsored ADR
+$13,179.72
CARR Carrier Global Corporation
+$12,392.73
ESGE iShares ESG Aware MSCI EM ETF
+$12,052.34
IWR iShares Russell Mid-Cap ETF
+$11,690.2
AGG iShares Core U.S. Aggregate Bond ETF
+$11,352.05
USMV iShares MSCI USA Min Vol Factor ETF
+$11,221.96
VSGX Vanguard ESG International Stock ETF
+$10,967.82
IDA Idacorp Inc.
+$10,942.5
VOOG Vanguard S&P 500 Growth ETF
+$10,942.08
QUAL iShares MSCI USA Quality Factor ETF
+$10,885.11
ESE Esco Technologies Inc.
+$9,867
SHY iShares 1-3 Year Treasury Bond ETF
+$9,787.96
FDX FedEx Corporation
+$9,459.28
GD General Dynamics Corporation
+$8,895.61
ETR Entergy Corporation
+$8,767.77
IWV ISHARES RUSSELL 3000 ETF
+$8,713.55
CBRE CBRE Group Inc.
+$8,435.24
MAR Marriott International Inc. - Class A
+$8,211.17
WBS Webster Financial Corporation
+$7,736.88
DIA SPDR Dow Jones Industrial Average ETF Trust
+$7,702.34
PRU Prudential Financial, Inc.
+$7,517.7
WEC WEC Energy Group Inc.
+$7,502
DRI Darden Restaurants, Inc.
+$7,412.78
CMCSA Comcast Corp
+$7,390.46
CRWD CrowdStrike Holdings, Inc.
+$7,211
D Dominion Energy, Inc.
+$7,046.89
MKC McCormick & Company, Incorporated
+$6,956.09
VXF Vanguard Extended Market ETF
+$6,809.79
J Jacobs Solutions Inc.
+$6,767.26
PFF iShares Preferred and Income Securities ETF
+$6,486.54
AEP American Electric Power Company, Inc.
+$6,316.51
XLI Industrial Select Sector SPDR Fund
+$6,311.81
IWP iShares Russell Mid-Cap Growth ETF
+$6,251.59
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+$6,223.78
AON Aon plc
+$6,149.19
IWS iShares Russell Mid-Cap Value ETF
+$5,986.16
EBAY eBay Inc.
+$5,800.75
XLK State Street Technology Select Sector SPDR ETF
+$5,782.64
BNDX Vanguard Total International Bond ETF
+$5,649.92
VGSH Vanguard Short-Term Treasury Fund
+$5,502.04
RTH VanEck Retail ETF
+$5,452.4
GILD Gilead Sciences Inc.
+$5,310.68
XLV Health Care Select Sector SPDR Fund
+$5,139.58
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$5,104.97
VV Vanguard Large-Cap Index Fund ETF Shares
+$4,540.27
DD DuPont de Nemours, Inc.
+$4,480.61
CL Colgate-Palmolive Company
+$4,433.25
AEE Ameren Corporation
+$4,390
SHW The Sherwin-Williams Company
+$4,349.54
VLO Valero Energy Corporation
+$4,283
IWD iShares Russell 1000 Value ETF
+$4,086.87
PEG Public Service Enterprise Group Incorporated
+$3,955.82
XLE Energy Select Sector SPDR Fund
+$3,818.78
XLY Consumer Discretionary Select Sector SPDR Fund
+$3,688.34
LRCX Lam Research Corporation
+$3,373.25
SOLV Solventum Corporation
+$3,202.06
CWB SPDR Bloomberg Convertible Securities ETF
+$3,107.39
CI The Cigna Group
+$3,097.08
CTVA Corteva Inc.
+$3,026.71
TT Trane Technologies plc
+$2,898
AGR Avangrid Inc
+$2,795
OTIS Otis Worldwide Corporation
+$2,750.09
TFC Truist Financial Corporation
+$2,622.54
VO Vanguard Mid-Cap ETF
+$2,387.08
VGIT Vanguard Intermediate-Term Treasury Fund
+$2,310.02
JNJ Johnson & Johnson
+$2,269.72
FAST Fastenal Co.
+$2,228
WM Waste Management, Inc.
+$2,226
CALI China Auto Logistics Inc.
+$2,119.36
DTE DTE Energy Company
+$2,027.25
UBS UBS Group AG
+$2,017.8
COF Capital One Financial Corporation
+$1,947.94
SLB Schlumberger Limited
+$1,927.99
USB U.S. Bancorp
+$1,823.13
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+$1,802.71
PSA Public Storage Common Stock
+$1,656
IEFA iShares Core MSCI EAFE ETF
+$1,545.29
SPG Simon Property Group, Inc.
+$1,407.11
VXUS Vanguard Total International Stock Index Fund Investor Shares
+$1,402.87
CROX Crocs, Inc.
+$1,363.35
INGR Ingredion Inc.
+$1,328.8
IEMG iShares Core MSCI Emerging Markets ETF
+$1,172.08
VLTO Veralto Corporation
+$1,110.12
HEI Heico Corporation
+$1,034
FTV Fortive Corporation
+$991.64
APD Air Products and Chemicals, Inc.
+$941.8
BKR Baker Hughes Company
+$901.02
STT State Street Corp
+$820.25
IR Ingersoll Rand Inc.
+$776.76
DG Dollar General Corporation
+$757.16
PGR Progressive Corporation
+$715.8
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+$712.5
XLC Communication Services Select Sector SPDR Fund
+$507.23
VBR VANGUARD SMALL-CAP VALUE ETF
+$483.62
CRM Salesforce Inc
+$467.64
K Kellanova Inc.
+$465.92
QCOM QUALCOMM Incorporated
+$458.8
BKNG Booking Holdings Inc.
+$421.95
IXP iShares Global Comm Services ETF
+$399.59
DLR Digital Realty Trust, Inc.
+$391.84
ALC Alcon Inc.
+$383.33
RIVN Rivian Automotive, Inc.
+$381
VOD Vodafone Group Public Limited Company American Depositary Receipt
+$367.29
PFG Principal Financial Group, Inc.
+$337.65
IJJ iShares S&P Mid-Cap 400 Value ETF
+$286.76
MHD BlackRock MuniHoldings Fund Inc.
+$255
WAB Wabtec Corporation
+$169.6
AMP Ameriprise Financial, Inc.
+$131.92
FSK FS KKR Capital Corp.
+$108.65
TLRY Tilray Brands, Inc.
+$101
ISRG Intuitive Surgical, Inc.
+$61.2
FOXA Fox Corporation
+$34.54
IJT iShares S&P Small-Cap 600 Growth ETF
+$26.24
KD Kyndryl Holdings Inc.
+$6.38
IDXX IDEXX Laboratories, Inc.
-$828,522.56
MCHP Microchip Technology Incorporated
-$366,570.12
PEP PepsiCo, Inc.
-$261,546.1
MSFT Microsoft Corp.
-$209,762.12
ADBE Adobe Inc.
-$183,590.44
TGT Target Corporation
-$180,869.04
ACN Accenture plc Class A
-$176,289.07
IJR iShares Core S&P Small-Cap ETF
-$168,535.37
PLAB Photronics Inc.
-$168,500
INTC Intel Corporation
-$161,165
IWM iShares Russell 2000 ETF
-$156,653.61
ZTS Zoetis Inc.
-$152,534.57
CVS CVS Health Corporation
-$146,706.96
MRK Merck & Co., Inc.
-$144,483.66
NKE Nike, Inc. - Class B
-$142,791.77
DOW Dow Inc.
-$134,139.28
ES Eversource Energy
-$130,352.3
NSC Norfolk Southern Corporation
-$123,962.2
AMT American Tower Corporation
-$115,729.83
NVO Novo Nordisk A/S Sponsored ADR
-$112,458.64
IJH iShares Core S&P Mid-Cap ETF
-$112,255.93
EL The Estée Lauder Companies Inc. Class A
-$106,647.18
NUE Nucor Corporation
-$85,263.13
TMO Thermo Fisher Scientific Inc.
-$81,451.31
UPS United Parcel Service, Inc.
-$63,128.82
AWK American Water Works Company, Inc.
-$60,401.26
PFE Pfizer Inc.
-$54,001.41
DHR Danaher Corporation
-$53,551.37
MDLZ Mondelez International, Inc.
-$52,767.63
HON Honeywell International Inc.
-$50,862.63
MDY SPDR S&P MidCap 400 ETF Trust
-$38,405.88
LMT Lockheed Martin Corporation
-$34,595.53
MCD McDonald's Corporation
-$34,390.42
WY Weyerhaeuser Company
-$32,107.4
XYL Xylem Inc.
-$31,812.18
NEE NextEra Energy, Inc.
-$29,804.19
EW Edwards Lifesciences Corporation
-$29,283.45
GIS General Mills, Inc.
-$29,188.96
CSX CSX Corporation
-$26,372
MTN Vail Resorts, Inc.
-$24,500.5
PAYC Paycom Software, Inc.
-$24,030.19
KHC The Kraft Heinz Company
-$23,881.86
NXPI NXP Semiconductors N.V.
-$23,392.34
WBA Walgreens Boots Alliance Inc.
-$18,545.38
IBB iShares Biotechnology ETF
-$17,165.6
ZBH Zimmer Biomet Holdings, Inc.
-$16,624.75
JCI Johnson Controls International plc
-$16,347.17
LOW Lowe's Companies Inc.
-$14,625.78
LULU lululemon athletica inc.
-$14,373.35
OMC Omnicom Group Inc.
-$13,899.63
BIIB Biogen Inc.
-$13,449.8
MUB iShares National Muni Bond ETF
-$13,344.74
SBUX Starbucks Corporation
-$12,985.33
BA Boeing Company
-$8,438.28
CCI Crown Castle Inc.
-$8,238.9
UNP Union Pacific Corporation
-$7,800.23
EFA iShares MSCI EAFE ETF
-$7,206.78
MDT Medtronic plc
-$7,027.27
HPQ HP Inc.
-$6,898.66
IWN iShares Russell 2000 Value ETF
-$6,872.27
IYR iShares U.S. Real Estate ETF
-$6,819.72
VFC V.F. Corporation
-$6,011.4
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-$6,008.47
CLX The Clorox Company
-$5,996.04
AMD Advanced Micro Devices, Inc.
-$5,625
IWO iShares Russell 2000 Growth ETF
-$5,428.19
BDX Becton, Dickinson and Company
-$5,268.4
ADSK Autodesk, Inc.
-$4,661
WDAY Workday Inc.
-$4,535.5
GPC Genuine Parts Company
-$4,403
XLB Materials Select Sector SPDR Fund
-$4,273.41
XEL Xcel Energy Inc.
-$4,174.9
ADI Analog Devices, Inc.
-$4,089.49
EQIX Equinix, Inc.
-$4,079.63
ITW Illinois Tool Works Inc.
-$3,762.5
NRT North European Oil Royalty Trust
-$3,362.49
MU Micron Technology, Inc.
-$3,330.22
TSLA Tesla, Inc.
-$3,232.49
IBIT iShares Bitcoin Trust
-$2,946.1
PYPL PayPal Holdings Inc
-$2,879.03
TROW T. Rowe Price Group, Inc.
-$2,850
AMX América Móvil, S.A.B. de C.V.
-$2,741.05
LHX L3Harris Technologies, Inc.
-$2,561.2
WHR Whirlpool Corporation
-$2,329.01
CDNS Cadence Design Systems, Inc.
-$2,164
ULTA Ulta Beauty Inc.
-$2,144.47
VNQ Vanguard Real Estate ETF
-$2,083.8
WFC-PL Wells Fargo & Company
-$1,881
FCX Freeport-McMoRan Inc.
-$1,737.25
BAX Baxter International Inc.
-$1,677.2
PIO Invesco Global Water ETF
-$1,665.11
GEHC GE HealthCare Technologies Inc.
-$1,564.37
OGN Organon & Co.
-$1,535.8
CMG Chipotle Mexican Grill, Inc.
-$1,502.74
SYY Sysco Corporation
-$1,348.9
VB Vanguard Small-Cap ETF
-$1,021.59
GOVT iShares U.S. Treasury Bond ETF
-$1,010.69
CAG Conagra Brands Inc.
-$910.08
YUM Yum! Brands, Inc.
-$896.67
GWW W.W. Grainger, Inc.
-$866.66
HPE Hewlett Packard Enterprise Company
-$807.99
PODD Insulet Corporation
-$759
CMF iShares California Muni Bond ETF
-$643.95
TXN Texas Instruments Inc
-$593.53
OXY Occidental Petroleum Corporation
-$540
EFV iShares MSCI EAFE Value ETF
-$512.63
IHI iShares U.S. Medical Devices ETF
-$463.4
KVUE Kenvue Inc.
-$409.61
MAS Masco Corporation
-$385.23
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-$361.49
AMTM Amentum Holdings, Inc.
-$354
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-$245.33
WBD Warner Bros. Discovery, Inc.
-$181.59
DOV Dover Corporation
-$145.4
LNC Lincoln National Corporation
-$144.45
RIO Rio Tinto Plc Sponsored ADR
-$132.92
TIP iShares TIPS Bond ETF
-$79.07
TRFK Pacer Data and Digital Revolution ETF
-$72.55
MNKD MannKind Corporation
-$64
DPZ Domino's Pizza Inc.
-$63.94
XLP Consumer Staples Select Sector SPDR Fund
-$48.8
AVB AvalonBay Communities, Inc.
-$42.24
ET Energy Transfer L.P.
-$38.52
CMS CMS Energy Corporation
-$17.17
BBWI Bath & Body Works, Inc.
-$14.52
UHS Universal Health Services, Inc.
-$1.18
Events
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Dividends
Dividend Analysis
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| Trades 1287 | Longs Won 725/1287 56% | Profit Factor 2.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,300.26 |
| Average Win $45,192.46 | Best Trade (Jun 29) $8.19M | Sharpe Ratio -9.64 |
| Average Loss -$25,009.19 | Worst Trade (Sep 29) -$826,455.4 | Z-Score -12.79 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $28,299.3 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for KATHLEEN VANORMER?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $8.06M, Invesco S&P 500 Quality ETF - $3.22M, SPDR S&P 500 ETF Trust - $1.25M, JPMorgan Chase & Co - $1.09M, and Eli Lilly and Company - $899,981.93. 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: IDEXX Laboratories, Inc - $828,522.56, Microchip Technology Incorporated - $366,570.12, PepsiCo, Inc - $261,546.1, Microsoft Corp - $209,762.12, and Adobe Inc - $183,590.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does KATHLEEN VANORMER's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.16M earned over time. The largest contributors to dividend income include Invesco S&P 500 Quality ETF - $366,796.85, Vanguard High Dividend Yield ETF - $315,817.11, SPDR S&P 500 ETF Trust - $236,181.18, iShares Core S&P Mid-Cap ETF - $207,797.01, and iShares Floating Rate Bond ETF - $136,931. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are KATHLEEN VANORMER's monthly returns?
KATHLEEN VANORMER's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can KATHLEEN VANORMER's strategy be considered aggressive or moderate?
It is difficult to clearly classify KATHLEEN VANORMER's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow KATHLEEN VANORMER's strategy?
It is difficult to determine whether KATHLEEN VANORMER's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
