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:
52.01%
Gain -0.02%
Monthly
1.17%
Yearly
15.01%
Drawdown
11.87%
$329.49M
Equity
Holdings
$329.49M
Investment
$249.26M
$102.73M
Profit -$42,287.48
Realized
$22.51M
Unrealized
$80.23M
Dividends
$18.74M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$42,287.48
Win %
68%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$1.22M
Win %
68%
This Month
Compared to last month
Gain
0.86%
Profit
$2.8M
Win %
68%
This Year
Compared to last year
Gain
0.91%
Profit
$2.98M
Win %
70%
CCI Crown Castle Inc.
+3.12%
+$9,855 
F Ford Motor Company
+3.05%
+$5,929.12 
USB U.S. Bancorp
+2.74%
+$19,320.42 
PNC The PNC Financial Services Group, Inc.
+2.53%
+$14,601.27 
RTX RTX Corporation
+2.46%
+$34,259.76 
CMCSA Comcast Corp
+2.34%
+$8,450.19 
LMT Lockheed Martin Corporation
+2.27%
+$24,165.79 
PEP PepsiCo, Inc.
+2.21%
+$33,352.96 
TRP TC Energy Corporation
+2.21%
+$1,320 
JPM JPMorgan Chase & Co.
+2.19%
+$46,007.12 
ALL Allstate Corporation
+2.11%
+$2,873.44 
GE General Electric Company
+2.04%
+$8,331.6 
MAR Marriott International Inc. - Class A
+1.99%
+$18,371.43 
MCHP Microchip Technology Incorporated
+1.98%
+$14,188.44 
HD The Home Depot, Inc.
+1.87%
+$20,234.92 
HSY The Hershey Company
+1.85%
+$7,990.35 
WFC Wells Fargo & Company
+1.82%
+$2,049.07 
AEP American Electric Power Company, Inc.
+1.8%
+$17,633.08 
EVRG Evergy Inc.
+1.78%
+$1,629.6 
SO The Southern Company
+1.77%
+$15,981.7 
DIS The Walt Disney Company
+1.77%
+$9,529.52 
BLK BlackRock, Inc.
+1.74%
+$38,161.42 
DUK Duke Energy Corporation
+1.73%
+$10,137.26 
ROK Rockwell Automation, Inc.
+1.7%
+$995.24 
KO The Coca-Cola Company
+1.67%
+$770 
SOBO South Bow Corporation
+1.58%
+$53.5 
WEC WEC Energy Group Inc.
+1.58%
+$211.68 
TPYP Tortoise North American Pipeline Fund
+1.56%
+$336.05 
GD General Dynamics Corporation
+1.49%
+$12,751.05 
BNY BlackRock New York Municipal Income Trust
+1.49%
+$10,798.98 
LIN Linde plc
+1.45%
+$1,311.92 
MO Altria Group, Inc.
+1.42%
+$12,377.4 
PG Procter & Gamble Co
+1.4%
+$27,680.37 
TSCO Tractor Supply Company
+1.38%
+$2,507.46 
VTRS Viatris Inc.
+1.37%
+$51.77 
SLB Schlumberger Limited
+1.35%
+$3,554.03 
T AT&T Inc.
+1.32%
+$123.38 
ZION Zions Bancorporation, National Association
+1.3%
+$131.2 
INGR Ingredion Inc.
+1.28%
+$7,098.75 
TMUS T-Mobile US, Inc.
+1.28%
+$3,095.72 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.27%
+$222.52 
FUTY Fidelity MSCI Utilities Index ETF
+1.25%
+$2,341.65 
VZ Verizon Communications Inc.
+1.24%
+$9,289.5 
AXP American Express Company
+1.23%
+$216.72 
JNJ Johnson & Johnson
+1.21%
+$36,325.26 
CI The Cigna Group
+1.18%
+$158.62 
FRT Federal Realty Investment Trust
+1.13%
+$114.72 
HXL Hexcel Corporation
+1.12%
+$224.22 
NEE NextEra Energy, Inc.
+1.11%
+$5,586.24 
MRK Merck & Co., Inc.
+1.1%
+$17,773.08 
DVY iShares Select Dividend ETF
+1.08%
+$6,103 
BWA BorgWarner Inc.
+1.07%
+$139.23 
CVX Chevron Corporation
+1.07%
+$21,862.62 
PSX Phillips 66
+1.05%
+$762.5 
COST Costco Wholesale Corporation
+1.05%
+$296.67 
KR Kroger Co.
+1.02%
+$6,410.24 
AVDV Avantis International Small Cap Value ETF
+1.02%
+$462.09 
DVN Devon Energy Corporation
+0.99%
+$245 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.99%
+$92.66 
BAC Bank of America Corporation
+0.97%
+$10,273 
LLY Eli Lilly and Company
+0.95%
+$6,772.48 
DISV Dimensional International Small Cap Equity Fund
+0.92%
+$306.12 
V Visa Inc. Class A
+0.92%
+$12,852.34 
EFV iShares MSCI EAFE Value ETF
+0.9%
+$245.66 
CME CME Group Inc.
+0.88%
+$6,973.47 
AVIV Avantis International Large Cap Value ETF
+0.86%
+$264.96 
AAPL Apple Inc.
+0.86%
+$59,648.03 
MRSH Marsh & McLennan Companies, Inc.
+0.84%
+$285.48 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$6,409.27 
LECO Lincoln Electric Holdings, Inc.
+0.81%
+$42,142.3 
ZTS Zoetis Inc.
+0.8%
+$1,815.66 
ICE Intercontinental Exchange, Inc.
+0.78%
+$5,705.7 
WMT Walmart Inc.
+0.76%
+$8,016.23 
FND Floor & Decor Holdings, Inc.
+0.72%
+$31.68 
ABBV AbbVie Inc.
+0.7%
+$12,716.16 
SYY Sysco Corporation
+0.69%
+$4,840.44 
PYPL PayPal Holdings Inc
+0.69%
+$79 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$157,990.14 
APD Air Products and Chemicals, Inc.
+0.67%
+$2,847.99 
MS Morgan Stanley
+0.66%
+$6,858.28 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.65%
+$36.02 
XOM Exxon Mobil Corporation
+0.62%
+$3,573.72 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.61%
+$3,606.1 
AMGN Amgen Inc.
+0.61%
+$194.62 
GS The Goldman Sachs Group, Inc.
+0.61%
+$4,390.18 
EFA iShares MSCI EAFE ETF
+0.6%
+$1,201.15 
AMP Ameriprise Financial, Inc.
+0.57%
+$105.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$1,428.24 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$178.73 
MCD McDonald's Corporation
+0.48%
+$4,771.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.47%
+$292.81 
FLJP Franklin FTSE Japan ETF
+0.47%
+$44.84 
CMI Cummins Inc.
+0.47%
+$3,528.33 
SYK Stryker Corporation
+0.45%
+$1,999.78 
PLD Prologis Inc.
+0.44%
+$1,789.2 
CHD Church & Dwight Co., Inc.
+0.43%
+$16.46 
ADP Automatic Data Processing Inc.
+0.41%
+$294.84 
WM Waste Management, Inc.
+0.4%
+$4,273.78 
PFE Pfizer Inc.
+0.39%
+$2,293.1 
MA Mastercard Incorporated
+0.39%
+$59.87 
IVE ISHARES S&P 500 VALUE ETF
+0.38%
+$17,033.4 
EFG iShares MSCI EAFE Growth ETF
+0.33%
+$73.32 
CTVA Corteva Inc.
+0.31%
+$1.28 
TLT iShares 20+ Year Treasury Bond ETF
+0.3%
+$13.84 
ASML ASML Holding N.V. New York Registry Shares
+0.29%
+$48.7 
PRU Prudential Financial, Inc.
+0.26%
+$1,824.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$505.04 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.24%
+$123.58 
CTAS Cintas Corporation
+0.23%
+$80.19 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$27.28 
TLH iShares 10-20 Year Treasury Bond ETF
+0.21%
+$46.8 
NSC Norfolk Southern Corporation
+0.19%
+$120.17 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.16%
+$160.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$136.5 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.13%
+$26.64 
BND Vanguard Total Bond Market Index Fund
+0.12%
+$25,542.67 
MBB iShares MBS ETF
+0.12%
+$42.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.12%
+$39.75 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$13,587.47 
CAT Caterpillar Inc.
+0.11%
+$1,723.91 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$37.6 
OGN Organon & Co.
+0.11%
+$3.56 
PREF Principal Spectrum Preferred Securities Active ETF
+0.11%
+$8,134.4 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$16,196.29 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
+0.09%
+$64 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$12,543.08 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.08%
+$9.52 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$121.38 
PAYX Paychex Inc.
+0.07%
+$580.32 
AGZ iShares Agency Bond ETF
+0.06%
+$9.18 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$3.23 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$28.32 
IAU iShares Gold Trust
+0.02%
+$2,370.15 
PH Parker-Hannifin Corporation
+0.02%
+$1.19 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.55%
-$2,953.6 
PANW Palo Alto Networks, Inc.
-6.96%
-$106,229.01 
PLTR Palantir Technologies Inc.
-6.26%
-$16,760.92 
P Everpure Inc.
-4.5%
-$2,025.37 
IGV iShares Expanded Tech-Software Sector ETF
-4.28%
-$309.87 
DJT Trump Media & Technology Group Corp.
-3.51%
-$394.16 
ORCL Oracle Corporation
-3.43%
-$15,783.24 
LRCX Lam Research Corporation
-3.32%
-$13,686.05 
AMD Advanced Micro Devices, Inc.
-3.27%
-$25,626.72 
MKSI MKS Instruments Inc.
-3.22%
-$375.5 
ANET Arista Networks, Inc.
-3.02%
-$13,626.69 
CRM Salesforce Inc
-3.02%
-$10,085.92 
NEO NeoGenomics Inc.
-2.9%
-$15 
MRVL Marvell Technology, Inc.
-2.52%
-$32,008.42 
AVGO Broadcom Inc.
-2.51%
-$66,752.97 
NFLX Netflix, Inc.
-2.48%
-$5,896.8 
GLW Corning Incorporated
-2.48%
-$360.15 
ORC Orchid Island Capital Inc.
-2.22%
-$917.12 
META Meta Platforms Inc Class A
-2.18%
-$26,931.85 
Q Qnity Electronics Inc.
-1.93%
-$36.96 
CDNS Cadence Design Systems, Inc.
-1.91%
-$14,712.6 
WFCF Where Food Comes From, Inc.
-1.71%
-$4,035.12 
MSFT Microsoft Corp.
-1.67%
-$93,733.24 
CSCO Cisco Systems, Inc.
-1.63%
-$24,625.03 
GOOGL Alphabet Inc
-1.51%
-$62,050.56 
ETN Eaton Corporation plc
-1.42%
-$5,926.99 
GOOG Alphabet Inc
-1.41%
-$1,828.45 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$11,215.82 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$4,723.5 
UNH UnitedHealth Group Incorporated
-1.35%
-$257.56 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.24%
-$844.15 
ESGE iShares ESG Aware MSCI EM ETF
-1.17%
-$3,265.79 
LFUS Littelfuse Inc.
-1.15%
-$162.36 
BCSF Bain Capital Specialty Finance Inc.
-1.08%
-$39.1 
IBM International Business Machines Corporation
-1.07%
-$11,202.13 
TSLA Tesla, Inc.
-0.99%
-$10,052.93 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$102,755.04 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.96%
-$223.25 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.94%
-$1,399.32 
DE Deere & Company
-0.92%
-$7,912.79 
STM STMicroelectronics N.V.
-0.91%
-$91.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$35,916.75 
QCOM QUALCOMM Incorporated
-0.87%
-$5,260.67 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$578.69 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.81%
-$181.45 
JQUA JPMorgan U.S. Quality Factor ETF
-0.75%
-$20.52 
UBER Uber Technologies, Inc.
-0.65%
-$3,766.48 
EXPD Expeditors International of Washington, Inc.
-0.58%
-$63.8 
IWM iShares Russell 2000 ETF
-0.58%
-$132.8 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.56%
-$84 
MDT Medtronic plc
-0.54%
-$3,909.88 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.53%
-$38,313.6 
DSI iShares MSCI KLD 400 Social ETF
-0.52%
-$931.76 
CVI Cvr Energy Inc.
-0.45%
-$238 
CBRE CBRE Group Inc.
-0.45%
-$18.91 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$29.6 
URI United Rentals, Inc.
-0.41%
-$2,326.24 
EQIX Equinix, Inc.
-0.39%
-$50.7 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.37%
-$870.61 
LITP Sprott Lithium Miners ETF
-0.37%
-$9.51 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.36%
-$23.32 
EFIV SPDR S&P 500 ESG ETF
-0.35%
-$8,427.53 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,421.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$36.6 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,241.62 
IVV iShares Core S&P 500 ETF
-0.33%
-$231,047.53 
SMMD iShares Russell 2500 ETF
-0.3%
-$29,162.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$45.2 
AMZN Amazon.com Inc
-0.26%
-$6,645.25 
CMBS iShares CMBS ETF
-0.22%
-$93.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.21%
-$42.93 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$77 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,531.95 
ABT Abbott Laboratories
-0.19%
-$567.25 
FLS Flowserve Corporation
-0.18%
-$19.63 
SOLS Sollensys Corp
-0.11%
-$0.19 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.1%
-$66.9 
EMR Emerson Electric Co.
-0.08%
-$1,031.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$2.45 
MUB iShares National Muni Bond ETF
-0.05%
-$558.35 
NVDA NVIDIA Corporation
-0.05%
-$2,180.4 
IJR iShares Core S&P Small-Cap ETF
-0.04%
-$42.96 
PGF Invesco Financial Preferred ETF
-0.04%
-$18.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.03%
-$2.97 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$2.14 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$151.95 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1647 | Longs Won 1230/1647 74% | Profit Factor 20.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $704,542.12 |
| Average Win $87,768.45 | Best Trade (Oct 15) $27.07M | Sharpe Ratio -11.45 |
| Average Loss -$12,520.71 | Worst Trade (Oct 15) -$357,673.9 | Z-Score 2.32 (97.99%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $62,376.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,254 | $3.9M | $6.99M | - | $3.09M | 79.21% | +0.861% |
| ABBV AbbVie Inc. | 6,390 | $975,793.74 | $1.82M | - | $847,848.36 | 86.89% | +0.702% |
| ABT Abbott Laboratories | 2,909 | $384,932.82 | $303,946.86 | - | -$80,985.96 | -21.04% | -0.186% |
| ADP Automatic Data Processing Inc. | 252 | $60,626.02 | $72,278.64 | - | $11,652.62 | 19.22% | +0.41% |
| AEP American Electric Power Company, Inc. | 7,880 | $614,542.29 | $997,038.28 | - | $382,495.99 | 62.24% | +1.8% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 15,000 | $360,900 | $377,100 | - | $16,200 | 4.49% | 0.0 |
| AGZ iShares Agency Bond ETF | 153 | $16,719 | $16,346.52 | - | -$372.48 | -2.23% | +0.056% |
| ALL Allstate Corporation | 569 | $63,392.08 | $139,205.85 | - | $75,813.77 | 119.6% | +2.108% |
| AMD Advanced Micro Devices, Inc. | 1,392 | $301,016.48 | $756,997.44 | - | $455,980.96 | 151.48% | -3.274% |
| AMGN Amgen Inc. | 74 | $19,984.52 | $32,312.84 | - | $12,328.32 | 61.69% | +0.606% |
| AMP Ameriprise Financial, Inc. | 37 | $12,198.2 | $18,701.28 | - | $6,503.08 | 53.31% | +0.569% |
| AMZN Amazon.com Inc | 9,993 | $1.62M | $2.54M | - | $915,353.88 | 56.37% | -0.261% |
| ANET Arista Networks, Inc. | 2,429 | $298,233 | $437,147.13 | - | $138,914.13 | 46.58% | -3.023% |
| APD Air Products and Chemicals, Inc. | 1,424 | $417,488 | $425,206.4 | - | $7,718.4 | 1.85% | +0.674% |
| ASML ASML Holding N.V. New York Registry Shares | 10 | $8,333 | $16,623.1 | - | $8,290.1 | 99.49% | +0.294% |
| AVDV Avantis International Small Cap Value ETF | 422 | $39,655 | $45,746.91 | - | $6,091.91 | 15.36% | +1.02% |
| AVGO Broadcom Inc. | 7,735 | $1.51M | $2.6M | - | $1.09M | 71.96% | -2.506% |
| AVIV Avantis International Large Cap Value ETF | 384 | $27,352 | $30,923.52 | - | $3,571.52 | 13.06% | +0.864% |
| AVUV Avantis U.S. Small Cap Value ETF | 305 | $31,104 | $36,912.93 | - | $5,808.93 | 18.68% | +0.487% |
| AXP American Express Company | 56 | $8,354.59 | $17,793.44 | - | $9,438.85 | 112.98% | +1.233% |
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 - $3.43M, iShares Core S&P Mid-Cap ETF - $2.78M, 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 - $224,833.76, 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 $18.74M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.07M, Vanguard Total Bond Market Index Fund - $1.93M, SPDR Portfolio Short Term Corporate Bond ETF - $1.63M, iShares Core MSCI EAFE ETF - $1.6M, and Vanguard Short-Term Treasury Fund - $1.53M. 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.
2026 © Marketlog. All Rights Reserved.
