CW
Cathleen Wrisberg Portfolio
Invests via Convergence Financial, LLC | Managed by Convergence Financial, LLC, Austin Harrison
Invests via Convergence Financial, LLC
Managed by Convergence Financial, LLC, Austin Harrison
Automatically Tracked
Cathleen Wrisberg Profile
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
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:
130.91%
Gain -0.1%
Monthly
1.44%
Yearly
18.66%
Drawdown
36.41%
$1.04B
Equity
Holdings
$1.04B
Investment
$875.35M
$186.78M
Profit -$618,012.17
Realized
$20.1M
Unrealized
$166.67M
Dividends
$33.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$618,012.17
Win %
72%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$8.78M
Win %
72%
This Month
Compared to last month
Gain
-0.58%
Profit
-$6.03M
Win %
72%
This Year
Compared to last year
Gain
10.5%
Profit
$99.03M
Win %
72%
GDX VanEck Gold Miners ETF
+7.25%
+$17,424.6 
LLY Eli Lilly and Company
+4.86%
+$236,224.54 
GLD SPDR Gold Shares
+3.97%
+$35,173.62 
DIS The Walt Disney Company
+3.65%
+$17,456.08 
NVDA NVIDIA Corporation
+3.44%
+$423,761.52 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+3.17%
+$98,241.52 
TRP TC Energy Corporation
+3.15%
+$12,421.8 
CPA Copa Holdings S.A.
+2.24%
+$25,385.72 
MCD McDonald's Corporation
+2.09%
+$14,161.03 
RTX RTX Corporation
+2.01%
+$11,703.77 
ORLY O'Reilly Automotive Inc.
+1.75%
+$15,866.55 
UI Ubiquiti Inc.
+1.63%
+$35,203.2 
TJX The TJX Companies, Inc.
+1.5%
+$10,674.48 
UNH UnitedHealth Group Incorporated
+1.28%
+$25,053.65 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$3,396 
AL Air Lease Corporation
+1.11%
+$5,286.4 
CRM Salesforce Inc
+1.04%
+$14,911 
URI United Rentals, Inc.
+1.04%
+$25,749.5 
CGGO Capital Group Global Growth Equity ETF
+1%
+$2,873.69 
AMAT Applied Materials, Inc.
+0.99%
+$4,680.66 
IBIT iShares Bitcoin Trust
+0.96%
+$24,677.1 
PGR Progressive Corporation
+0.95%
+$5,981.76 
BAP Credicorp Ltd.
+0.94%
+$19,355.63 
DOV Dover Corporation
+0.91%
+$15,401.48 
WFC Wells Fargo & Company
+0.88%
+$5,562.96 
LOW Lowe's Companies Inc.
+0.85%
+$16,572.58 
BLTE Belite Bio, Inc.
+0.85%
+$3,977.12 
MSTR Strategy Inc.
+0.74%
+$4,701.6 
GS The Goldman Sachs Group, Inc.
+0.7%
+$19,173.45 
SGHC Super Group (SGHC) Limited
+0.57%
+$7,613.44 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$8,219.5 
BAC Bank of America Corporation
+0.56%
+$1,556.45 
AM Antero Midstream Corporation
+0.55%
+$1,237.08 
MO Altria Group, Inc.
+0.54%
+$2,323.6 
DLR Digital Realty Trust, Inc.
+0.54%
+$4,224.44 
AAPL Apple Inc.
+0.52%
+$63,773.31 
TFC Truist Financial Corporation
+0.47%
+$2,090 
PANW Palo Alto Networks, Inc.
+0.47%
+$3,345.4 
DE Deere & Company
+0.39%
+$8,967.28 
AFL Aflac Inc.
+0.33%
+$1,662.55 
HSY The Hershey Company
+0.3%
+$856.99 
CLIP Global X 1-3 Month T-Bill ETF
+0.3%
+$15,461.91 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.28%
+$175,067.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.28%
+$5,358.92 
MRK Merck & Co., Inc.
+0.26%
+$7,372.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$2,591.65 
VUSB Vanguard Ultra-Short Bond ETF
+0.21%
+$9,731.61 
ACN Accenture plc Class A
+0.18%
+$1,213.84 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.17%
+$1,129.24 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$301.84 
JPIE JPMorgan Income ETF
+0.11%
+$846.85 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,010.28 
FLCB Franklin U.S. Core Bond ETF
+0.07%
+$180.53 
HDV iShares Core High Dividend ETF
+0.07%
+$4,077.4 
CGCP Capital Group Core Plus Income ETF
+0.02%
+$2,756.2 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$46.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.01%
+$26.84 
ABBV AbbVie Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AER AerCap Holdings N.V.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
CNA CNA Financial Corporation
0%
$0 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DY Dycom Industries Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GEN Gen Digital Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEU NewMarket Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PSX Phillips 66
0%
$0 
RF Regions Financial Corporation
0%
$0 
SPGI S&P Global Inc.
0%
$0 
TBLL Invesco Short Term Treasury ETF
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
WELL Welltower Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
CRAK VANECK OIL REFINERS ETF
0%
$0 
JHMM John Hancock Multifactor Mid Cap ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
GEV GE Vernova Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-33.58%
-$143,638.04 
UBER Uber Technologies, Inc.
-6.88%
-$47,924.76 
SMH VanEck Semiconductor ETF
-6.11%
-$17,730.71 
VGT Vanguard Information Technology ETF
-5.83%
-$161,504 
AME Ametek Inc.
-4.86%
-$147,425.9 
MPC Marathon Petroleum Corporation
-4.75%
-$92,934.38 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$1.22M 
IUSG iShares Core S&P U.S. Growth ETF
-4.37%
-$12,514.45 
VUG Vanguard Growth ETF
-4.37%
-$132,524.38 
WINN Harbor Long-Term Growers ETF
-4.31%
-$308,404.56 
GOOGL Alphabet Inc
-4.03%
-$432,597.78 
LAES Sealsq Corp
-3.54%
-$1,279.44 
CATH Global X S&P 500 Catholic Values ETF
-3.37%
-$14,235.2 
FISV Fiserv, Inc.
-3.3%
-$20,317.28 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$191,257.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$53,408.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$440,719.22 
SLYV SPDR S&P 600 Small Cap Value ETF
-3.07%
-$689,862.18 
CGDV Capital Group Dividend Value ETF
-3.02%
-$273,281.05 
BP BP p.l.c. Sponsored ADR
-2.93%
-$8,358.93 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.84%
-$15,474.74 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$139,103.65 
PLTR Palantir Technologies Inc.
-2.6%
-$47,414.07 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-2.58%
-$24,264.88 
MDYV SPDR S&P 400 Mid Cap Value ETF
-2.38%
-$1.39M 
VO Vanguard Mid-Cap ETF
-2.34%
-$34,578.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$9,289.6 
TMUS T-Mobile US, Inc.
-2.12%
-$20,602.55 
TXN Texas Instruments Inc
-2.08%
-$25,944.9 
VLO Valero Energy Corporation
-2.05%
-$8,952.08 
LMT Lockheed Martin Corporation
-2.04%
-$10,860 
JAVA JPMorgan Active Value ETF
-2.03%
-$594,878.31 
MPLX MPLX LP
-2.02%
-$10,287.04 
GBTC Grayscale Bitcoin Trust ETF
-2.01%
-$51,267 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$27,151 
HRB H&R Block Inc.
-1.91%
-$10,155.2 
VONV Vanguard Russell 1000 Value Index Fund
-1.87%
-$5,156.84 
IWD iShares Russell 1000 Value ETF
-1.87%
-$5,738.32 
ARM Arm Holdings plc American Depositary Receipt
-1.85%
-$35,753.91 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-1.8%
-$24,597.44 
TSLA Tesla, Inc.
-1.77%
-$333,778.98 
VTV Vanguard Value ETF
-1.75%
-$17,553.76 
UGI UGI Corporation
-1.71%
-$3,422.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$1.68M 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.66%
-$195,397.45 
HERD Pacer Cash Cows Fund of Funds
-1.66%
-$5,673.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-1.64%
-$45,907.8 
VIPS Vipshop Holdings Ltd - ADR
-1.6%
-$16,762 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$136,596.42 
XOM Exxon Mobil Corporation
-1.51%
-$6,549.66 
FENI Fidelity Enhanced International ETF
-1.48%
-$150,601.07 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.41%
-$4,464.18 
LIN Linde plc
-1.29%
-$14,861.26 
UPS United Parcel Service, Inc.
-1.29%
-$4,872.96 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-1.21%
-$2,898.01 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-1.2%
-$80,779.44 
PDX PIMCO Dynamic Income Strategy Fund
-1.11%
-$2,291.28 
MSFT Microsoft Corp.
-1.09%
-$197,629 
SDOG ALPS Sector Dividend Dogs ETF
-1.07%
-$3,739.32 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$11,089.13 
DUK Duke Energy Corporation
-0.87%
-$30,507.84 
PG Procter & Gamble Co
-0.86%
-$16,071.61 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.86%
-$198,566.49 
ELV Elevance Health, Inc.
-0.82%
-$7,542.3 
ULTA Ulta Beauty Inc.
-0.81%
-$28,388.61 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.73%
-$12,893.44 
VB Vanguard Small-Cap ETF
-0.72%
-$5,631.97 
ORCL Oracle Corporation
-0.7%
-$3,222.66 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$3,556.31 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$56,325.76 
CAT Caterpillar Inc.
-0.62%
-$7,409.17 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$24,558.24 
MTBA Simplify MBS ETF
-0.58%
-$131,812.79 
COIN Coinbase Global, Inc.
-0.56%
-$3,444 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$5,755.52 
TGT Target Corporation
-0.47%
-$1,596.66 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.46%
-$1,604.93 
IBOC International Bancshares Corporation
-0.45%
-$3,547.29 
CBSH Commerce Bancshares, Inc.
-0.45%
-$2,050.38 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$23,271.08 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.33%
-$40,100.28 
O Realty Income Corporation
-0.32%
-$4,137.8 
IGEB iShares Investment Grade Corporate Bond ETF
-0.29%
-$4,104.75 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$56,260.46 
FLCO Franklin Investment Grade Corporate ETF
-0.23%
-$44,595.17 
TPR Tapestry Inc.
-0.22%
-$1,895.84 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$12,391 
CSCO Cisco Systems, Inc.
-0.2%
-$2,135.52 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,853.25 
EPD Enterprise Products Partners L.P.
-0.18%
-$439.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$176.97 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$2,794.89 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$1,392.12 
TRPA Hartford AAA CLO ETF
-0.01%
-$480.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1622 | Longs Won 1129/1622 69% | Profit Factor 9.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $523,171.36 |
| Average Win $185,381.93 | Best Trade (Aug 14) $8.17M | Sharpe Ratio -11.57 |
| Average Loss -$45,962.05 | Worst Trade (Aug 07) -$1.64M | Z-Score 10.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $115,151.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,366 | $8.3M | $12.24M | - | $3.94M | 47.44% | +0.524% |
| ABBV AbbVie Inc. | 2,957 | $612,037.58 | $720,916.6 | - | $108,879.02 | 17.79% | 0.0 |
| ACN Accenture plc Class A | 4,046 | $1.19M | $690,773.58 | - | -$500,095 | -41.99% | +0.176% |
| ADI Analog Devices, Inc. | 1,244 | $283,956.19 | $473,080.77 | - | $189,124.58 | 66.6% | 0.0 |
| AEP American Electric Power Company, Inc. | 1,699 | $223,068 | $218,066.67 | - | -$5,001.33 | -2.24% | 0.0 |
| AER AerCap Holdings N.V. | 3,133 | $429,787 | $485,865.65 | - | $56,078.65 | 13.05% | 0.0 |
| AFL Aflac Inc. | 4,055 | $363,070.47 | $509,145.8 | - | $146,075.33 | 40.23% | +0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,082 | $208,694.23 | $203,151.15 | - | -$5,543.08 | -2.66% | -0.087% |
| AL Air Lease Corporation | 7,439 | $477,850.92 | $483,089 | - | $5,238.08 | 1.1% | +1.106% |
| ALL Allstate Corporation | 8,981 | $1.52M | $2.36M | - | $833,797.7 | 54.7% | 0.0 |
| AM Antero Midstream Corporation | 10,309 | $200,406.65 | $226,488.73 | - | $26,082.08 | 13.01% | +0.549% |
| AMAT Applied Materials, Inc. | 862 | $221,783.38 | $475,867.1 | - | $254,083.72 | 114.56% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 2,057 | $428,541.66 | $1.07M | - | $638,177.44 | 148.92% | 0.0 |
| AME Ametek Inc. | 11,947 | $2.07M | $2.89M | - | $818,607.34 | 39.56% | -4.857% |
| AMGN Amgen Inc. | 1,914 | $560,739.06 | $746,498.26 | - | $185,759.2 | 33.13% | 0.0 |
| AMZN Amazon.com Inc | 31,344 | $6M | $8.7M | - | $2.69M | 44.86% | 0.0 |
| APH Amphenol Corporation | 10,952 | $184,464.54 | $469,101.54 | - | $284,637 | 154.3% | 0.0 |
| ARKK ARK Innovation ETF Fund | 3,584 | $157,774.09 | $275,107.84 | - | $117,333.75 | 74.37% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 6,889 | $1.06M | $1.9M | - | $835,605.58 | 78.73% | -1.85% |
| AVEM Avantis Emerging Markets Equity ETF | 12,512 | $810,058.16 | $1.15M | - | $342,797.52 | 42.32% | -0.497% |
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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 Cathleen Wrisberg?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $4.65M, Tesla, Inc - $3.84M, SPDR Portfolio S&P 500 Value ETF - $3.41M, SPDR Portfolio Aggregate Bond ETF - $3.12M, and SPDR Portfolio S&P 500 Growth ETF - $2.05M. 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: SoFi Technologies, Inc - $884,344.6, Adobe Inc - $283,530.34, FMC Corporation - $234,156.66, Vanguard Information Technology ETF - $148,072.74, and Thermo Fisher Scientific Inc - $126,578.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cathleen Wrisberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.37M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $4.68M, SPDR Portfolio Aggregate Bond ETF - $3.62M, SPDR Portfolio S&P 500 Value ETF - $2.2M, Simplify MBS ETF - $1.66M, and SPDR S&P 400 Mid Cap Value ETF - $1.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathleen Wrisberg's monthly returns?
Cathleen Wrisberg's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Cathleen Wrisberg's strategy be considered aggressive or moderate?
Cathleen Wrisberg's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Cathleen Wrisberg's strategy?
Cathleen Wrisberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
