CS
Catherine Salsman Portfolio
Invests via Paragon Private Wealth Management LLC | Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman
Invests via Paragon Private Wealth Management LLC
Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman
Automatically Tracked
Catherine Salsman Profile
Catherine Salsman stands out as a pioneering entrepreneur with extensive experience in the tech industry, specializing in innovative software solutions. With a solid background in computer science and years of operational leadership, she has successfully founded and scaled multiple startups focused on enhancing user experiences through cutting-edge technology. Catherine's ventures have not only disrupted traditional markets but have also attracted significant investment interest due to their unique value propositions. Her commitment to fostering creativity within her teams positions her as an influential figure in the intersection of technology and business growth.
Catherine Salsman stands out as a pioneering entrepreneur with extensive experience in the tech industry, specializing in innovative software solutions. With a solid background in computer science and years of operational leadership, she has successfully founded and scaled multiple startups focused on enhancing user experiences through cutting-edge technology. Catherine's ventures have not only disrupted traditional markets but have also attracted significant investment interest due to their unique value propositions. Her commitment to fostering creativity within her teams positions her as an influential figure in the intersection of technology and business growth.
Investment Philosophy & Strategy
The technology sector provides fertile ground for entrepreneurial innovation, and Catherine Salsman embodies this dynamic with her unique approach to creating disruptive software solutions. Her strategic focus revolves around identifying gaps in user experience and leveraging technological advancements to fill those voids. A demonstrated leader, she emphasizes collaboration within her teams to cultivate creative problem-solving capabilities that drive competitive differentiation. By prioritizing agile methodologies and iterative development processes, Salsman positions her ventures for rapid growth while ensuring they remain responsive to market changes. This distinctive blend of operational rigor and visionary thinking underscores a commitment not only to business success but also to shaping the future landscape of tech-driven consumer engagement.
The technology sector provides fertile ground for entrepreneurial innovation, and Catherine Salsman embodies this dynamic with her unique approach to creating disruptive software solutions. Her strategic focus revolves around identifying gaps in user experience and leveraging technological advancements to fill those voids. A demonstrated leader, she emphasizes collaboration within her teams to cultivate creative problem-solving capabilities that drive competitive differentiation. By prioritizing agile methodologies and iterative development processes, Salsman positions her ventures for rapid growth while ensuring they remain responsive to market changes. This distinctive blend of operational rigor and visionary thinking underscores a commitment not only to business success but also to shaping the future landscape of tech-driven consumer engagement.
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:
103.34%
Gain -0.41%
Monthly
1.09%
Yearly
13.86%
Drawdown
25.74%
$383.82M
Equity
Holdings
$383.82M
Investment
$286.58M
$94.98M
Profit -$743,380.58
Realized
-$2.25M
Unrealized
$97.24M
Dividends
$12.3M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$743,380.58
Win %
76%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$3.28M
Win %
76%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.93M
Win %
76%
This Year
Compared to last year
Gain
0.51%
Profit
$1.96M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.46M 
DXCM DexCom, Inc.
+11.95%
+$94,151.97 
ETN Eaton Corporation plc
+7.32%
+$32,358.33 
GOOG Alphabet Inc
+6.88%
+$25,979.07 
GOOGL Alphabet Inc
+6.73%
+$1.01M 
VRT Vertiv Holdings Co
+6.18%
+$12,606.73 
ANET Arista Networks, Inc.
+5.46%
+$92,227.11 
FTNT Fortinet Inc.
+4.99%
+$13,759.9 
TT Trane Technologies plc
+3.33%
+$6,953.58 
META Meta Platforms Inc Class A
+3.28%
+$194,303.1 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$100,896.36 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$13,152.48 
MSFT Microsoft Corp.
+3.02%
+$483,659.46 
NVDA NVIDIA Corporation
+2.93%
+$511,319.71 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$120,853.16 
CVX Chevron Corporation
+2.35%
+$34,053.68 
MRVL Marvell Technology, Inc.
+2.32%
+$7,080.12 
GLW Corning Incorporated
+2.24%
+$37,462.92 
WDC Western Digital Corporation
+2.21%
+$7,304.23 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,456.79 
CSCO Cisco Systems, Inc.
+2.14%
+$30,836.7 
SKYY First Trust Cloud Computing ETF
+2.12%
+$41,767.12 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$19,669.3 
GWW W.W. Grainger, Inc.
+1.97%
+$8,526.86 
HAL Halliburton Company
+1.93%
+$3,632.55 
PANW Palo Alto Networks, Inc.
+1.89%
+$47,539.5 
CRM Salesforce Inc
+1.83%
+$6,464.42 
ORCL Oracle Corporation
+1.81%
+$22,818.18 
HWM Howmet Aerospace Inc.
+1.8%
+$6,239.95 
BSX Boston Scientific Corporation
+1.59%
+$8,549.03 
VZ Verizon Communications Inc.
+1.52%
+$10,925.6 
LMT Lockheed Martin Corporation
+1.5%
+$10,088.47 
PH Parker-Hannifin Corporation
+1.43%
+$5,880.74 
PWR Quanta Services Inc.
+1.43%
+$40,793.66 
GE General Electric Company
+1.42%
+$25,607.72 
KLAC KLA Corporation
+1.38%
+$58,335.95 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$28,531.17 
CAH Cardinal Health Inc.
+1.3%
+$3,590.47 
COP ConocoPhillips
+1.22%
+$9,322.06 
WFC Wells Fargo & Company
+1.19%
+$3,123.24 
AMAT Applied Materials, Inc.
+1.18%
+$40,126.04 
ITW Illinois Tool Works Inc.
+1.15%
+$18,427.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$14,056.58 
VUG Vanguard Growth ETF
+1.1%
+$33,117.3 
GROZ Zacks Focus Growth ETF
+1.05%
+$3,239.61 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$9,004.75 
ILCG iShares Morningstar Growth ETF
+1.01%
+$12,845.28 
URI United Rentals, Inc.
+0.99%
+$24,459.65 
ADP Automatic Data Processing Inc.
+0.98%
+$11,419.27 
UNP Union Pacific Corporation
+0.92%
+$5,000.93 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$13,169.92 
SCHW Charles Schwab Corporation
+0.87%
+$13,063.96 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$3,395.42 
IBM International Business Machines Corporation
+0.86%
+$19,842.78 
PWB Invesco Large Cap Growth ETF
+0.86%
+$3,684.2 
GEV GE Vernova Inc.
+0.85%
+$5,401.5 
MCD McDonald's Corporation
+0.82%
+$9,090.44 
EMR Emerson Electric Co.
+0.79%
+$3,122.31 
TSLA Tesla, Inc.
+0.76%
+$24,182.72 
TRGP Targa Resources Corp.
+0.76%
+$6,240.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$84,100.12 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,620.17 
CAT Caterpillar Inc.
+0.7%
+$6,594.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,710.08 
QTUM Defiance Quantum ETF
+0.67%
+$21,301.34 
PLTR Palantir Technologies Inc.
+0.65%
+$2,789.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,980.56 
SYY Sysco Corporation
+0.63%
+$1,971.07 
APH Amphenol Corporation
+0.55%
+$2,821.25 
STX Seagate Technology Holdings plc
+0.52%
+$34,122.68 
PSX Phillips 66
+0.51%
+$1,371.57 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$7,454.58 
AXON Axon Enterprise, Inc.
+0.47%
+$1,121.77 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,114.75 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,520.02 
PAYX Paychex Inc.
+0.44%
+$4,519.62 
CSX CSX Corporation
+0.42%
+$1,195.74 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$3,676.65 
FMAR FT Vest U.S. Equity Buffer ETF
+0.41%
+$4,693.88 
PFE Pfizer Inc.
+0.4%
+$870.4 
RTX RTX Corporation
+0.39%
+$1,574.16 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$975.66 
AVGO Broadcom Inc.
+0.37%
+$29,823.84 
PG Procter & Gamble Co
+0.37%
+$6,097.65 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$15,119.94 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,766.08 
BAC Bank of America Corporation
+0.36%
+$2,646.16 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.34%
+$4,076.92 
GD General Dynamics Corporation
+0.32%
+$5,931.64 
MRK Merck & Co., Inc.
+0.32%
+$1,453.49 
MUST Columbia Multi-Sector Municipal Income ETF
+0.3%
+$1,144.08 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$6,487.92 
JPM JPMorgan Chase & Co.
+0.27%
+$11,389.98 
AMP Ameriprise Financial, Inc.
+0.25%
+$616.86 
NRG NRG Energy, Inc.
+0.24%
+$1,605.39 
SO The Southern Company
+0.21%
+$1,624.2 
JNJ Johnson & Johnson
+0.21%
+$4,208.2 
ADI Analog Devices, Inc.
+0.2%
+$3,176.78 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$6,103.24 
USB U.S. Bancorp
+0.17%
+$444.83 
MS Morgan Stanley
+0.17%
+$882 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$436.5 
DELL Dell Technologies Inc.
+0.14%
+$621.04 
PWV Invesco Large Cap Value ETF
+0.12%
+$1,426.49 
DTE DTE Energy Company
+0.12%
+$379.95 
ISRG Intuitive Surgical, Inc.
+0.1%
+$362.15 
C Citigroup Inc.
+0.1%
+$419.22 
WM Waste Management, Inc.
+0.1%
+$2,155.56 
WMT Walmart Inc.
+0.09%
+$1,190.12 
ABT Abbott Laboratories
+0.09%
+$1,003.05 
SOXX iShares Semiconductor ETF
+0.07%
+$574.22 
AEP American Electric Power Company, Inc.
+0.06%
+$106.26 
ZECP Zacks Earnings Consistent Portfolio
+0.05%
+$1,524 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$107.85 
DIS The Walt Disney Company
+0.03%
+$121.29 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$954.89 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$81.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 7840
78409V112
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.47M 
DEFT Defi Technologies Inc.
-6.53%
-$954.8 
SYK Stryker Corporation
-6.42%
-$53,571.32 
LIN Linde plc
-5.95%
-$24,782.95 
MU Micron Technology, Inc.
-5.9%
-$78,787.29 
SNDK SanDisk Corporation
-5.09%
-$8,076.12 
XBI SPDR S&P Biotech ETF
-2.94%
-$6,643.87 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,196.34 
EQIX Equinix, Inc.
-2.7%
-$10,678.5 
QCOM QUALCOMM Incorporated
-2.63%
-$22,834.83 
ABBV AbbVie Inc.
-2.51%
-$68,931.38 
DLR Digital Realty Trust, Inc.
-2.42%
-$29,761.91 
BA Boeing Company
-2.15%
-$5,631.07 
NFLX Netflix, Inc.
-2%
-$36,062 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,387.42 
RBC RBC Bearings Incorporated
-1.89%
-$4,066.57 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,067.61 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,682.79 
SNOW Snowflake Inc.
-1.62%
-$21,516.52 
LRCX Lam Research Corporation
-1.58%
-$12,779.33 
GLD SPDR Gold Shares
-1.49%
-$23,952.4 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$17,976.09 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$18,026.46 
DAL Delta Air Lines, Inc.
-1.3%
-$3,021.05 
NYT New York Times Co.
-1.24%
-$7,896 
F Ford Motor Company
-1.21%
-$8,692.74 
TJX The TJX Companies, Inc.
-1.21%
-$5,558.37 
BBH VanEck Biotech ETF
-1.18%
-$34,233.28 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$27,369.14 
SHW The Sherwin-Williams Company
-1.16%
-$13,637.79 
NEE NextEra Energy, Inc.
-1.15%
-$11,756.4 
OMC Omnicom Group Inc.
-1.14%
-$6,497.4 
DE Deere & Company
-1.13%
-$24,343.96 
RCL Royal Caribbean Group
-1.13%
-$4,979.53 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$7,801.29 
TXN Texas Instruments Inc
-1.08%
-$6,414.52 
LOW Lowe's Companies Inc.
-1.08%
-$13,370.31 
PLD Prologis Inc.
-1.08%
-$6,610.72 
MCK McKesson Corporation
-1.08%
-$5,452.21 
CTAS Cintas Corporation
-1.04%
-$6,708.93 
INTC Intel Corporation
-1.02%
-$7,461.39 
KO The Coca-Cola Company
-1.02%
-$7,853.4 
XOM Exxon Mobil Corporation
-0.97%
-$13,436.46 
MET MetLife Inc.
-0.97%
-$3,226.08 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,148.2 
GILD Gilead Sciences Inc.
-0.81%
-$2,119.65 
MA Mastercard Incorporated
-0.74%
-$6,791.51 
BLK BlackRock, Inc.
-0.73%
-$17,300.62 
MAR Marriott International Inc. - Class A
-0.71%
-$1,968.96 
DASH DoorDash, Inc.
-0.69%
-$5,499.18 
AMGN Amgen Inc.
-0.64%
-$7,564.03 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,062.95 
AMT American Tower Corporation
-0.63%
-$2,590.52 
EME EMCOR Group, Inc.
-0.62%
-$1,961.18 
PM Philip Morris International Inc.
-0.61%
-$3,281.55 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,404.7 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$36,004.4 
WEC WEC Energy Group Inc.
-0.57%
-$3,232.55 
SBUX Starbucks Corporation
-0.57%
-$1,264.8 
COF Capital One Financial Corporation
-0.54%
-$5,975.47 
LLY Eli Lilly and Company
-0.53%
-$17,905.73 
FTCS First Trust Capital Strength ETF
-0.51%
-$15,279.6 
WELL Welltower Inc.
-0.51%
-$1,165.01 
IWM iShares Russell 2000 ETF
-0.47%
-$13,456.49 
PEP PepsiCo, Inc.
-0.46%
-$3,529.6 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$11,446.6 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,882.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,040.24 
HD The Home Depot, Inc.
-0.42%
-$3,216.51 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$2,199.56 
VGT Vanguard Information Technology ETF
-0.38%
-$908.16 
AXP American Express Company
-0.38%
-$7,760.91 
MDT Medtronic plc
-0.37%
-$3,532.48 
GPC Genuine Parts Company
-0.37%
-$1,870.82 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$3,818.11 
FDVV Fidelity High Dividend ETF
-0.35%
-$5,796.78 
TFC Truist Financial Corporation
-0.33%
-$3,297.46 
CEG Constellation Energy Corporation
-0.31%
-$2,638.17 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$3,238.38 
RY Royal Bank of Canada
-0.29%
-$2,411.98 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$26,889.4 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,847.52 
QUIZ Zacks Quality International Fund
-0.27%
-$3,835.04 
VTV Vanguard Value ETF
-0.27%
-$6,948.31 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,371.14 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$465.53 
BX Blackstone Inc.
-0.25%
-$2,911.74 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$3,430.6 
COST Costco Wholesale Corporation
-0.24%
-$3,679.87 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$6,910.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$671.06 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,405.66 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,709.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,683.08 
BKNG Booking Holdings Inc.
-0.18%
-$536.55 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$534.44 
ASH Ashland Inc.
-0.12%
-$459 
KIM Kimco Realty Corporation
-0.12%
-$659.19 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.11%
-$1,276.62 
VO Vanguard Mid-Cap ETF
-0.05%
-$647.4 
V Visa Inc. Class A
-0.04%
-$1,450.02 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,152.34 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$400.04 
UBER Uber Technologies, Inc.
-0.01%
-$128.39 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$267.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2655 | Longs Won 1687/2655 63% | Profit Factor 4.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $191,155.53 |
| Average Win $72,012.41 | Best Trade (Aug 17) $4.24M | Sharpe Ratio -10.43 |
| Average Loss -$27,376.88 | Worst Trade (Jun 30) -$1.58M | Z-Score 8.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $35,775.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,896 | $772.1 | $772.1 | - | - | - | 0.0 |
| AAPL Apple Inc. | 59,987 | $12.27M | $18.53M | - | $6.26M | 51.03% | -7.354% |
| ABBV AbbVie Inc. | 10,654 | $1.7M | $2.67M | - | $974,525.57 | 57.36% | -2.513% |
| ABT Abbott Laboratories | 11,145 | $1.38M | $1.18M | - | -$200,749.66 | -14.56% | +0.085% |
| ADI Analog Devices, Inc. | 4,293 | $1.04M | $1.58M | - | $532,700.69 | 51% | +0.202% |
| ADP Automatic Data Processing Inc. | 4,409 | $1.05M | $1.17M | - | $127,928.34 | 12.22% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,518 | $198,979.44 | $194,076.3 | - | -$4,903.14 | -2.46% | +0.055% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 36,363 | $1.07M | $1.06M | - | -$4,345.48 | -0.41% | -0.358% |
| AMAT Applied Materials, Inc. | 6,801 | $1.33M | $3.45M | - | $2.13M | 160.16% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,964 | $629,938.88 | $1.41M | - | $781,369.69 | 124.04% | -1.904% |
| AMGN Amgen Inc. | 3,050 | $922,430.44 | $1.17M | - | $252,307.56 | 27.35% | -0.64% |
| AMP Ameriprise Financial, Inc. | 447 | $220,781.31 | $243,990.49 | - | $23,209.18 | 10.51% | +0.253% |
| AMT American Tower Corporation | 2,355 | $490,965.04 | $408,262.8 | - | -$82,702.24 | -16.84% | -0.631% |
| AMZN Amazon.com Inc | 40,458 | $7.55M | $10.99M | - | $3.44M | 45.51% | +15.321% |
| ANET Arista Networks, Inc. | 9,885 | $1.13M | $1.78M | - | $651,332.6 | 57.57% | +5.456% |
| APD Air Products and Chemicals, Inc. | 1,331 | $377,328.95 | $392,498.6 | - | $15,169.65 | 4.02% | -1.769% |
| APH Amphenol Corporation | 12,824 | $402,959.79 | $515,204.2 | - | $112,244.41 | 27.85% | +0.551% |
| ASH Ashland Inc. | 5,100 | $267,635.49 | $370,311 | - | $102,675.51 | 38.36% | -0.124% |
| AVGO Broadcom Inc. | 20,711 | $4.79M | $8.06M | - | $3.27M | 68.24% | +0.371% |
| AXON Axon Enterprise, Inc. | 456 | $258,976.08 | $240,658.56 | - | -$18,317.52 | -7.07% | +0.468% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Catherine Salsman?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $1.81M, First Trust Nasdaq Semiconductor ETF - $1.18M, First Trust Nasdaq Oil & Gas ETF - $947,616.04, JPMorgan Ultra-Short Income ETF - $791,361.73, and Vanguard S&P 500 ETF - $771,088.32. 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: First Trust NASDAQ-100 Technology Index Fund - $1.44M, Nike, Inc. - Class B - $963,710.11, PayPal Holdings Inc - $760,054.74, Intel Corporation - $742,306.19, and First Trust Nasdaq Clean Edge Green Energy Index Fund - $545,415.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine Salsman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.3M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $800,558.73, Microsoft Corp - $338,184.93, AbbVie Inc - $271,470.65, Vanguard Ultra-Short Bond ETF - $247,710.19, and First Trust Capital Strength ETF - $215,917.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine Salsman's monthly returns?
Catherine Salsman'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 Catherine Salsman's strategy be considered aggressive or moderate?
Catherine Salsman'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 Catherine Salsman's strategy?
Catherine Salsman'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.
