KS
Kristi Shields Portfolio
Invests via ROGCO, LP | Managed by Kristi Shields
Invests via ROGCO, LP
Managed by Kristi Shields
Automatically Tracked
Kristi Shields Profile
Veteran investor and operating executive focused on healthcare and technology transitions. Kristi Shields is a growth-stage investor and board director with experience in corporate development, M&A and scaling commercial teams. Background spans private equity and corporate strategy with emphasis on digital health, SaaS and services. Known for crossover deal execution, governance and exit planning, she supports capital raises, operational improvement and CEO-level advisory.
Veteran investor and operating executive focused on healthcare and technology transitions. Kristi Shields is a growth-stage investor and board director with experience in corporate development, M&A and scaling commercial teams. Background spans private equity and corporate strategy with emphasis on digital health, SaaS and services. Known for crossover deal execution, governance and exit planning, she supports capital raises, operational improvement and CEO-level advisory.
Investment Philosophy & Strategy
Growth-stage investor and board director concentrating on healthcare and enterprise software transitions. Deploys capital where product-market fit meets repeatable commercial motion, favoring digital health, SaaS and services. Blends strategic M&A lens with operational playbooks to de-risk scaling: prioritizes revenue efficiency, governance-led board oversight, and milestone-driven capital tranches. Holds a crossover bias toward carveouts and strategic exits, uses CEO-level advisement and commercial scaling as primary value-creation levers over a 3–7 year horizon.
Growth-stage investor and board director concentrating on healthcare and enterprise software transitions. Deploys capital where product-market fit meets repeatable commercial motion, favoring digital health, SaaS and services. Blends strategic M&A lens with operational playbooks to de-risk scaling: prioritizes revenue efficiency, governance-led board oversight, and milestone-driven capital tranches. Holds a crossover bias toward carveouts and strategic exits, uses CEO-level advisement and commercial scaling as primary value-creation levers over a 3–7 year horizon.
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:
54.39%
Gain -0.7%
Monthly
1.25%
Yearly
16.03%
Drawdown
11.87%
$331.85M
Equity
Holdings
$331.85M
Investment
$249.26M
$105.1M
Profit -$1.91M
Realized
$22.51M
Unrealized
$82.59M
Dividends
$17.65M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$1.91M
Win %
72%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.4M
Win %
72%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.91M
Win %
72%
This Year
Compared to last year
Gain
1.64%
Profit
$5.35M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$360,547.34 
ETN Eaton Corporation plc
+7.32%
+$29,385.78 
GOOG Alphabet Inc
+6.88%
+$8,659.69 
GOOGL Alphabet Inc
+6.73%
+$264,067.44 
ANET Arista Networks, Inc.
+5.46%
+$22,662.58 
SOLS Sollensys Corp
+4.84%
+$8.34 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$222,021.8 
FND Floor & Decor Holdings, Inc.
+4.11%
+$217.92 
META Meta Platforms Inc Class A
+3.28%
+$29,667.02 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$902.4 
MSFT Microsoft Corp.
+3.02%
+$142,165.46 
NVDA NVIDIA Corporation
+2.93%
+$124,500.99 
P Everpure Inc.
+2.81%
+$711.07 
CVX Chevron Corporation
+2.35%
+$42,230.36 
MRVL Marvell Technology, Inc.
+2.32%
+$22,458.72 
GLW Corning Incorporated
+2.24%
+$318.15 
DVN Devon Energy Corporation
+2.17%
+$480 
CDNS Cadence Design Systems, Inc.
+2.16%
+$17,085.55 
CSCO Cisco Systems, Inc.
+2.14%
+$33,429.51 
ROK Rockwell Automation, Inc.
+1.93%
+$1,260.73 
PANW Palo Alto Networks, Inc.
+1.89%
+$25,331.85 
TSCO Tractor Supply Company
+1.85%
+$3,052.56 
CRM Salesforce Inc
+1.83%
+$4,475.11 
ORCL Oracle Corporation
+1.81%
+$7,914.06 
ZTS Zoetis Inc.
+1.66%
+$3,631.32 
VZ Verizon Communications Inc.
+1.52%
+$11,823 
LMT Lockheed Martin Corporation
+1.5%
+$17,242.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$54,086.4 
PH Parker-Hannifin Corporation
+1.43%
+$96.18 
GE General Electric Company
+1.42%
+$6,589.3 
MKSI MKS Instruments Inc.
+1.42%
+$211.65 
SLB Schlumberger Limited
+1.39%
+$3,689.68 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$83.82 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$2,243.59 
CMCSA Comcast Corp
+1.23%
+$4,805.01 
WFC Wells Fargo & Company
+1.19%
+$1,384.14 
CHD Church & Dwight Co., Inc.
+1.16%
+$41.81 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$25,123.58 
URI United Rentals, Inc.
+0.99%
+$5,697.69 
ADP Automatic Data Processing Inc.
+0.98%
+$652.68 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$661.36 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$593.19 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,537.07 
FLS Flowserve Corporation
+0.89%
+$101.17 
IBM International Business Machines Corporation
+0.86%
+$8,524.24 
MCD McDonald's Corporation
+0.82%
+$9,011.24 
EMR Emerson Electric Co.
+0.79%
+$9,364.56 
TSLA Tesla, Inc.
+0.76%
+$6,636.26 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$75,713.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,947.38 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$166.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,551.52 
CAT Caterpillar Inc.
+0.7%
+$11,776.57 
IVV iShares Core S&P 500 ETF
+0.69%
+$462,100.48 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$47,155.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$46.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$70.8 
PLTR Palantir Technologies Inc.
+0.65%
+$1,068 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,086.8 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$111.3 
SYY Sysco Corporation
+0.63%
+$4,500.76 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$130.79 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$36.08 
MO Altria Group, Inc.
+0.57%
+$4,597.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,087.47 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$48.4 
PSX Phillips 66
+0.51%
+$270 
Q Qnity Electronics Inc.
+0.51%
+$10.56 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,800 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,119.21 
NSC Norfolk Southern Corporation
+0.46%
+$305.35 
PAYX Paychex Inc.
+0.44%
+$3,699.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$621.92 
PFE Pfizer Inc.
+0.4%
+$1,994 
RTX RTX Corporation
+0.39%
+$6,269.76 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$83.36 
AVGO Broadcom Inc.
+0.37%
+$11,138.4 
PG Procter & Gamble Co
+0.37%
+$6,668.46 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,791.86 
BAC Bank of America Corporation
+0.36%
+$4,520.12 
ZION Zions Bancorporation, National Association
+0.35%
+$38.4 
GD General Dynamics Corporation
+0.32%
+$3,092.7 
MRK Merck & Co., Inc.
+0.32%
+$4,568.74 
JPM JPMorgan Chase & Co.
+0.27%
+$5,891.92 
AMP Ameriprise Financial, Inc.
+0.25%
+$51.06 
CME CME Group Inc.
+0.21%
+$1,552.71 
SO The Southern Company
+0.21%
+$2,023 
JNJ Johnson & Johnson
+0.21%
+$6,291.63 
CMI Cummins Inc.
+0.19%
+$1,728.78 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$26.4 
USB U.S. Bancorp
+0.17%
+$1,353.64 
T AT&T Inc.
+0.17%
+$15.92 
MS Morgan Stanley
+0.17%
+$2,040.49 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,279.49 
PGF Invesco Financial Preferred ETF
+0.15%
+$72.38 
CMBS iShares CMBS ETF
+0.14%
+$62.23 
WM Waste Management, Inc.
+0.1%
+$1,056.44 
WMT Walmart Inc.
+0.09%
+$900.72 
ABT Abbott Laboratories
+0.09%
+$261.81 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$2.16 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$6,100.8 
AEP American Electric Power Company, Inc.
+0.06%
+$551.6 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$4.28 
HXL Hexcel Corporation
+0.04%
+$8.88 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$4.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$12.2 
DIS The Walt Disney Company
+0.03%
+$145.86 
LFUS Littelfuse Inc.
+0.03%
+$4.68 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$2.18 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$303.9 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
OGN Organon & Co.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$340.16 
AAPL Apple Inc.
-7.35%
-$496,628.08 
CVI Cvr Energy Inc.
-6.46%
-$2,091 
SYK Stryker Corporation
-6.42%
-$33,845.1 
LIN Linde plc
-5.95%
-$5,567.84 
DJT Trump Media & Technology Group Corp.
-5.01%
-$788.32 
NEO NeoGenomics Inc.
-3.71%
-$17.7 
CI The Cigna Group
-2.99%
-$387.45 
EQIX Equinix, Inc.
-2.7%
-$367.25 
QCOM QUALCOMM Incorporated
-2.63%
-$13,542.09 
ABBV AbbVie Inc.
-2.51%
-$41,343.3 
ICE Intercontinental Exchange, Inc.
-2.42%
-$17,509.8 
ORC Orchid Island Capital Inc.
-2.11%
-$1,116.5 
NFLX Netflix, Inc.
-2%
-$4,782.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,862.11 
CBRE CBRE Group Inc.
-1.77%
-$82.15 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,561.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$332.29 
LRCX Lam Research Corporation
-1.58%
-$6,984.22 
IAU iShares Gold Trust
-1.46%
-$178,551.3 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$224.4 
LITP Sprott Lithium Miners ETF
-1.3%
-$44.02 
STM STMicroelectronics N.V.
-1.26%
-$144.05 
HSY The Hershey Company
-1.23%
-$5,582.97 
F Ford Motor Company
-1.21%
-$2,845.98 
NEE NextEra Energy, Inc.
-1.15%
-$6,411.48 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$69.43 
DE Deere & Company
-1.13%
-$8,982.79 
VTRS Viatris Inc.
-1.13%
-$41.4 
PLD Prologis Inc.
-1.08%
-$5,048.1 
CTAS Cintas Corporation
-1.04%
-$349.92 
BWA BorgWarner Inc.
-1.04%
-$148.07 
KO The Coca-Cola Company
-1.02%
-$450 
FLJP Franklin FTSE Japan ETF
-0.98%
-$92.04 
XOM Exxon Mobil Corporation
-0.97%
-$5,062.77 
TRP TC Energy Corporation
-0.97%
-$660 
MCHP Microchip Technology Incorporated
-0.96%
-$6,949.46 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$333.06 
INGR Ingredion Inc.
-0.87%
-$4,940.73 
SOBO South Bow Corporation
-0.85%
-$32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$447.26 
PYPL PayPal Holdings Inc
-0.76%
-$88 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$174.84 
MA Mastercard Incorporated
-0.74%
-$106.25 
BLK BlackRock, Inc.
-0.73%
-$15,624.82 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$448.56 
MAR Marriott International Inc. - Class A
-0.71%
-$6,330.9 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$1,398 
DUK Duke Energy Corporation
-0.67%
-$4,133.64 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$31.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,839.09 
WFCF Where Food Comes From, Inc.
-0.66%
-$1,345.04 
AMGN Amgen Inc.
-0.64%
-$183.52 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$150,808.77 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,268.23 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,269.84 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$3,698.56 
WEC WEC Energy Group Inc.
-0.57%
-$79.38 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$176.64 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$128.7 
PRU Prudential Financial, Inc.
-0.56%
-$4,197.26 
BCSF Bain Capital Specialty Finance Inc.
-0.56%
-$23.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$53.11 
LLY Eli Lilly and Company
-0.53%
-$3,506.36 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$148.78 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$170.5 
ALL Allstate Corporation
-0.49%
-$739.71 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$211 
IWM iShares Russell 2000 ETF
-0.47%
-$115.37 
PEP PepsiCo, Inc.
-0.46%
-$7,516.16 
DVY iShares Select Dividend ETF
-0.45%
-$2,584.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,870.17 
HD The Home Depot, Inc.
-0.42%
-$4,883.14 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$434.72 
MBB iShares MBS ETF
-0.4%
-$149.85 
AXP American Express Company
-0.38%
-$71.12 
MDT Medtronic plc
-0.37%
-$2,429.44 
TMUS T-Mobile US, Inc.
-0.36%
-$972.7 
SMMD iShares Russell 2500 ETF
-0.29%
-$29,163.35 
EVRG Evergy Inc.
-0.29%
-$268.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$97.76 
CCI Crown Castle Inc.
-0.27%
-$827.82 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$54,775.48 
COST Costco Wholesale Corporation
-0.24%
-$66.12 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.22%
-$47.95 
KR Kroger Co.
-0.21%
-$1,201.92 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.2%
-$147.2 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$470.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$8,516.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$58.83 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$20,903.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$4.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$47.85 
AGZ iShares Agency Bond ETF
-0.12%
-$19.89 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$80.28 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$14.88 
MUB iShares National Muni Bond ETF
-0.11%
-$1,340.04 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$817.04 
PGX Invesco Preferred ETF
-0.09%
-$30.53 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$15.9 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$10,034.46 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$104.04 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8,834.93 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$4.76 
V Visa Inc. Class A
-0.04%
-$490.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$28.63 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$18.88 
UBER Uber Technologies, Inc.
-0.01%
-$81.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1647 | Longs Won 1260/1647 76% | Profit Factor 24.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $698,556.84 |
| Average Win $86,911.28 | Best Trade (Aug 14) $27.07M | Sharpe Ratio -11.45 |
| Average Loss -$11,391.3 | Worst Trade (Aug 07) -$276,024.22 | Z-Score 5.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $63,812.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,254 | $3.9M | $6.26M | - | $2.36M | 60.49% | -7.354% |
| ABBV AbbVie Inc. | 6,390 | $975,793.74 | $1.6M | - | $627,712.86 | 64.33% | -2.513% |
| ABT Abbott Laboratories | 2,909 | $384,932.82 | $307,481.3 | - | -$77,451.52 | -20.12% | +0.085% |
| ADP Automatic Data Processing Inc. | 252 | $60,626.02 | $67,147.92 | - | $6,521.9 | 10.76% | +0.982% |
| AEP American Electric Power Company, Inc. | 7,880 | $614,542.29 | $1.01M | - | $392,915.71 | 63.94% | +0.055% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 15,000 | $360,900 | $382,800 | - | $21,900 | 6.07% | +0.472% |
| AGZ iShares Agency Bond ETF | 153 | $16,719 | $16,591.32 | - | -$127.68 | -0.76% | -0.12% |
| ALL Allstate Corporation | 569 | $63,392.08 | $150,261.51 | - | $86,869.43 | 137.04% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,392 | $301,016.48 | $662,800.79 | - | $361,784.31 | 120.19% | -1.904% |
| AMGN Amgen Inc. | 74 | $19,984.52 | $28,501.84 | - | $8,517.32 | 42.62% | -0.64% |
| AMP Ameriprise Financial, Inc. | 37 | $12,198.2 | $20,196.08 | - | $7,997.88 | 65.57% | +0.253% |
| AMZN Amazon.com Inc | 9,993 | $1.62M | $2.71M | - | $1.09M | 67.13% | +15.321% |
| ANET Arista Networks, Inc. | 2,429 | $298,233 | $438,070.17 | - | $139,837.17 | 46.89% | +5.456% |
| APD Air Products and Chemicals, Inc. | 1,424 | $417,488 | $419,923.37 | - | $2,435.37 | 0.58% | -1.769% |
| ASML ASML Holding N.V. New York Registry Shares | 10 | $8,333 | $16,290 | - | $7,957 | 95.49% | -1.359% |
| AVDV Avantis International Small Cap Value ETF | 422 | $39,655 | $44,158.08 | - | $4,503.08 | 11.36% | -0.476% |
| AVGO Broadcom Inc. | 7,735 | $1.51M | $3.01M | - | $1.5M | 99.41% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 384 | $27,352 | $30,992.64 | - | $3,640.64 | 13.31% | -0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 305 | $31,104 | $38,210.4 | - | $7,106.4 | 22.85% | +0.032% |
| AXP American Express Company | 56 | $8,354.59 | $18,830 | - | $10,475.41 | 125.39% | -0.376% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kristi Shields?
The largest contributions to the portfolio's profits come from the following stocks: iShares Gold Trust - $4.18M, iShares Core S&P 500 ETF - $3.23M, iShares Core S&P Mid-Cap ETF - $2.77M, Kroger Co - $2.58M, and iShares MSCI EAFE ETF - $2.57M. 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: Adobe Inc - $255,606.3, UnitedHealth Group Incorporated - $224,942.8, CVS Health Corporation - $198,751.21, Genuine Parts Company - $173,021.5, and United Parcel Service, Inc - $169,042.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristi Shields's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.65M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.87M, Vanguard Total Bond Market Index Fund - $1.86M, iShares Core MSCI EAFE ETF - $1.6M, SPDR Portfolio Short Term Corporate Bond ETF - $1.52M, and Vanguard Short-Term Treasury Fund - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristi Shields's monthly returns?
Kristi Shields'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 Kristi Shields's strategy be considered aggressive or moderate?
Kristi Shields's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kristi Shields's strategy?
Kristi Shields's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
