Daphne Jo Stasco Portfolio
Invests via Lantern Wealth Advisors LLC | Managed by Daphne Jo Stasco
Invests via Lantern Wealth Advisors LLC
Managed by Daphne Jo Stasco
Automatically Tracked
Daphne Jo Stasco Profile
Daphne Jo Stasco has a dynamic professional trajectory marked by her innovative approach in the financial services sector. With extensive experience in investment analysis and corporate development, she serves as an influential figure in the capital markets landscape. Her expertise encompasses working with various asset classes and providing insights that drive business growth strategies. Through her leadership roles, Daphne actively shapes how organizations harness financial opportunities to achieve long-term success. A recognized thought leader, she consistently engages with industry trends while focusing on aligning client objectives with market realities.
Daphne Jo Stasco has a dynamic professional trajectory marked by her innovative approach in the financial services sector. With extensive experience in investment analysis and corporate development, she serves as an influential figure in the capital markets landscape. Her expertise encompasses working with various asset classes and providing insights that drive business growth strategies. Through her leadership roles, Daphne actively shapes how organizations harness financial opportunities to achieve long-term success. A recognized thought leader, she consistently engages with industry trends while focusing on aligning client objectives with market realities.
Investment Philosophy & Strategy
Opportunity identification drives decision-making for Daphne Jo Stasco, who leverages her extensive experience in investment analysis and corporate development. Her insights into market trends empower strategic positioning that seeks to capitalize on emerging financial prospects. By prioritizing growth through innovative solutions, she crafts tailored approaches that respond directly to client needs while maintaining a competitive edge within the capital markets landscape. Each investment strategy reflects her commitment to navigating complex opportunities with agility and foresight.
Opportunity identification drives decision-making for Daphne Jo Stasco, who leverages her extensive experience in investment analysis and corporate development. Her insights into market trends empower strategic positioning that seeks to capitalize on emerging financial prospects. By prioritizing growth through innovative solutions, she crafts tailored approaches that respond directly to client needs while maintaining a competitive edge within the capital markets landscape. Each investment strategy reflects her commitment to navigating complex opportunities with agility and foresight.
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:
37.65%
Gain +0.5%
Monthly
0.95%
Yearly
12%
Drawdown
17.14%
$233.78M
Equity
Holdings
$233.78M
Investment
$188.09M
$40.87M
Profit +$960,557.46
Realized
-$4.82M
Unrealized
$45.69M
Dividends
$9.7M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$960,557.46
Win %
70%
This Week
Compared To Last Week
Gain
0.41%
Profit
$960,557.46
Win %
70%
This Month
Compared to last month
Gain
0.84%
Profit
$1.95M
Win %
70%
This Year
Compared to last year
Gain
0.62%
Profit
$1.54M
Win %
70%
TSLA Tesla, Inc.
+6.61%
+$38,695.8 
INTC Intel Corporation
+5.57%
+$15,904.24 
STX Seagate Technology Holdings plc
+5.43%
+$17,812.61 
GEV GE Vernova Inc.
+5.41%
+$37,564.68 
HWM Howmet Aerospace Inc.
+4.75%
+$28,874.1 
DDOG Datadog Inc. Class A
+4.41%
+$8,910.01 
MU Micron Technology Inc.
+4.03%
+$20,293.78 
AMAT Applied Materials Inc.
+3.98%
+$13,048.03 
CSCO Cisco Systems, Inc.
+3.82%
+$16,772.47 
ABCL AbCellera Biologics Inc.
+3.38%
+$4,000 
AUR Aurora Innovation Inc. Class A Common Stock
+3.33%
+$2,143.68 
GLW Corning Incorporated
+3.32%
+$7,183.75 
SMH VanEck Semiconductor ETF
+3.21%
+$17,437.89 
BAI iShares A.I. Innovation and Tech Active ETF
+3.14%
+$24,356.06 
AMD Advanced Micro Devices Inc.
+2.93%
+$13,089.6 
AVGO Broadcom Inc.
+2.83%
+$42,532.16 
PANW Palo Alto Networks, Inc.
+2.81%
+$16,986.08 
MPWR Monolithic Power Systems Inc.
+2.57%
+$4,487.49 
NVDA NVIDIA Corporation
+2.54%
+$149,173.77 
RCL Royal Caribbean Cruises Ltd.
+2.49%
+$12,498.73 
GS The Goldman Sachs Group, Inc.
+2.46%
+$5,673.57 
ETN Eaton Corporation plc
+2.32%
+$34,405.93 
PSX Phillips 66
+2.32%
+$16,996.99 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.16%
+$8,846.66 
IDEF iShares Defense Industrials Active ETF
+1.98%
+$7,379.68 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$24,360.53 
SPMO Invesco S&P 500 Momentum ETF
+1.82%
+$4,954.05 
URI United Rentals Inc.
+1.81%
+$14,217.77 
NVS Novartis AG Sponsored ADR
+1.7%
+$7,967 
LHX L3Harris Technologies, Inc.
+1.47%
+$16,594.77 
GILD Gilead Sciences Inc.
+1.44%
+$3,581.76 
QQQ Invesco QQQ Trust, Series 1
+1.42%
+$8,270 
CAT Caterpillar Inc.
+1.38%
+$34,176.32 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.34%
+$3,815.59 
IVW iShares S&P 500 Growth ETF
+1.3%
+$24,715.1 
CRWD CrowdStrike Holdings, Inc.
+1.23%
+$34,378.9 
MSFT Microsoft Corporation Common Stock
+1.23%
+$51,351.22 
TTE TotalEnergies SE
+1.19%
+$3,646.5 
BLCR iShares Large Cap Core Active ETF
+1.16%
+$10,709.44 
VUG Vanguard Morningstar Growth ETF
+1.15%
+$2,763.28 
CGGO Capital Group Global Growth Equity ETF
+1.14%
+$10,304.12 
C Citigroup Inc.
+1.11%
+$2,709.48 
QGRW WisdomTree U.S. Quality Growth Fund
+1.08%
+$2,616.35 
THRO iShares U.S. Thematic Rotation Active ETF
+1.04%
+$9,498.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$9,227.4 
JPM JPMorgan Chase & Co.
+0.97%
+$38,514.52 
CGGE Capital Group Global Equity ETF
+0.95%
+$14,775.04 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.94%
+$4,311.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.93%
+$20,763.54 
CGUS Capital Group Core Equity ETF
+0.9%
+$4,892.86 
CGDV Capital Group Dividend Value ETF
+0.88%
+$9,992.6 
INRO iShares U.S. Industry Rotation Active ETF
+0.87%
+$5,160.65 
VXF Vanguard Extended Market ETF
+0.86%
+$2,749.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.86%
+$49,866.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.86%
+$2,138.5 
GSUS Goldman Sachs MarketBeta U.S. Equity ETF
+0.86%
+$6,971.4 
VTI Vanguard Total Stock Market ETF
+0.85%
+$33,756.27 
IVV iShares Core S&P 500 ETF
+0.84%
+$31,706.28 
DFUS Dimensional U.S. Equity Market ETF
+0.82%
+$1,762.56 
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$5,547.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.82%
+$4,897.98 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.81%
+$8,438.39 
CGGR Capital Group Growth ETF
+0.8%
+$10,006.48 
AVUS Avantis U.S. Equity ETF
+0.78%
+$85,827 
SPHQ Invesco S&P 500 Quality ETF
+0.73%
+$2,646.79 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.73%
+$2,162.75 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$17,092.58 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.71%
+$1,522.62 
AMZN Amazon.com Inc
+0.69%
+$42,614.72 
GE General Electric Company
+0.69%
+$3,156.12 
LRGF iShares U.S. Equity Factor ETF
+0.68%
+$1,503.61 
IAU iShares Gold Trust
+0.68%
+$10,538.13 
GLD SPDR Gold Shares
+0.66%
+$1,990.17 
VGK Vanguard FTSE Europe ETF
+0.66%
+$1,848.51 
EFV iShares MSCI EAFE Value ETF
+0.65%
+$2,309.28 
CGBL Capital Group Core Balanced ETF
+0.64%
+$11,891.47 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$3,348.06 
CGDG Capital Group Dividend Growers ETF
+0.63%
+$9,046.45 
BAC Bank of America Corporation
+0.62%
+$3,755.74 
VT Vanguard Total World Stock ETF
+0.62%
+$8,914.39 
CGXU Capital Group International Focus Equity ETF
+0.61%
+$1,249.95 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$5,413.57 
JQUA JPMorgan U.S. Quality Factor ETF
+0.6%
+$1,259.89 
DIVI Franklin International Core Equity Fund
+0.59%
+$1,610.5 
CWI State Street SPDR MSCI ACWI ex-US ETF
+0.59%
+$2,288.5 
IQLT iShares MSCI Intl Quality Factor ETF
+0.58%
+$20,561.01 
QLC FlexShares US Quality Large Cap Index Fund
+0.58%
+$1,280.24 
BA The Boeing Company
+0.57%
+$4,094.28 
RDVY First Trust Rising Dividend Achievers ETF
+0.56%
+$1,621.58 
JNJ Johnson & Johnson
+0.54%
+$6,679.53 
XOM ExxonMobil Holdings Corporation
+0.52%
+$8,047.68 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$5,441.94 
PVAL Putnam Focused Large Cap Value ETF
+0.51%
+$2,169.2 
CORO iShares International Country Rotation Active ETF
+0.49%
+$7,303.46 
MCD McDonald's Corporation
+0.48%
+$2,029.2 
GPC Genuine Parts Company
+0.48%
+$2,257.35 
SPG Simon Property Group Inc.
+0.47%
+$2,789.88 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.46%
+$4,716.76 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.45%
+$1,882.35 
SHOP Shopify Inc.
+0.43%
+$4,635.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$2,443.06 
VNQ Vanguard Real Estate ETF
+0.42%
+$3,249.48 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.42%
+$1,559.17 
LLY Eli Lilly and Company
+0.41%
+$7,657.74 
JULW AllianzIM U.S. Equity Buffer20 Jul ETF
+0.41%
+$1,480.87 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$15,541.83 
WM Waste Management Inc.
+0.36%
+$1,253.67 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$29,877.12 
IALT iShares Systematic Alternatives Active ETF
+0.32%
+$2,613.74 
ACWX iShares MSCI ACWI ex U.S. ETF
+0.31%
+$5,480.21 
IVE iShares S&P 500 Value ETF
+0.31%
+$1,047.84 
DGRO iShares Core Dividend Growth ETF
+0.31%
+$13,767.77 
ABT Abbott Laboratories
+0.29%
+$1,788.83 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.27%
+$4,046.35 
WMT Walmart Inc.
+0.25%
+$1,409.81 
NSC Norfolk Southern Corp.
+0.24%
+$1,033.51 
RWL Invesco S&P 500 Revenue ETF
+0.21%
+$754.39 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.21%
+$9,667.26 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$4,325.13 
CEG Constellation Energy Corporation
+0.19%
+$433.77 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.17%
+$1,405.71 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$905.87 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
+0.15%
+$335.76 
BKAG BNY Mellon Core Bond ETF
+0.14%
+$306.68 
APD Air Products and Chemicals Inc.
+0.12%
+$475.38 
ABBV AbbVie Inc.
+0.12%
+$4,675.65 
D Dominion Energy, Inc.
+0.12%
+$387.83 
BND Vanguard Total Bond Market ETF
+0.11%
+$6,237.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$552.3 
CGCB Capital Group Core Bond ETF
+0.1%
+$716.75 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$338.2 
BINC iShares Flexible Income Active ETF
+0.08%
+$230.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.08%
+$173.76 
NEE NextEra Energy Inc.
+0.07%
+$1,371.42 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$199.8 
VYMI Vanguard International High Dividend Yield ETF
+0.06%
+$316.08 
BNDX Vanguard Total International Bond ETF
+0.05%
+$211.7 
VPLS Vanguard Core-Plus Bond ETF
+0.05%
+$273 
CPRT Copart, Inc.
+0.03%
+$144.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$192.37 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$40.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$28.29 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CPIX Cumberland Pharmaceuticals Inc.
-39.58%
-$45,360 
MGNX MacroGenics Inc.
-7.78%
-$4,672.5 
NFLX Netflix Inc.
-4.21%
-$35,318.33 
MRK Merck & Co., Inc.
-3.15%
-$10,831.7 
CMCSA Comcast Corp. Class A Common Stock
-2.93%
-$28,755.26 
VZ Verizon Communications Inc.
-2.68%
-$23,804.4 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.25%
-$15,889.49 
CGW Invesco S&P Global Water Index ETF
-2.05%
-$6,834 
DIS The Walt Disney Company
-2.02%
-$18,057.85 
ACN Accenture plc
-1.74%
-$15,921.41 
MA Mastercard Inc. Class A Common Stock
-1.62%
-$36,211.63 
REXR Rexford Industrial Realty, Inc.
-1.34%
-$5,356 
MDT Medtronic plc
-1.28%
-$12,357.38 
PID Invesco International Dividend Achievers ETF
-1.26%
-$2,850 
AWK American Water Works Company, Inc.
-1.24%
-$5,824.5 
DE Deere & Company
-1.11%
-$2,902.9 
KMI Kinder Morgan Inc.
-1.06%
-$20,417.37 
AAPL Apple Inc.
-1.04%
-$148,460.15 
V Visa Inc. Class A
-1.02%
-$3,177.89 
CVS CVS Health Corporation Common Stock
-1.01%
-$2,285.95 
TPL Texas Pacific Land Corporation
-0.82%
-$1,757.71 
PFE Pfizer Inc.
-0.82%
-$4,241.44 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.72%
-$1,716 
HD The Home Depot, Inc.
-0.71%
-$8,610.11 
SUI Sun Communities, Inc.
-0.59%
-$2,073.5 
GOOG Alphabet Inc
-0.55%
-$16,275.87 
SCHW The Charles Schwab Corporation
-0.55%
-$20,105 
MMM 3M Company
-0.51%
-$1,217.92 
ED Consolidated Edison Inc.
-0.49%
-$1,277.94 
CGNG Capital Group New Geography Equity ETF
-0.46%
-$2,382.51 
BMY Bristol-Myers Squibb Company
-0.44%
-$1,991.52 
GOOGL Alphabet Inc
-0.37%
-$16,317.14 
TJX The TJX Companies, Inc.
-0.36%
-$8,172.81 
DUK Duke Energy Corporation
-0.34%
-$1,683.85 
DIVB iShares Core Dividend ETF
-0.3%
-$1,329.72 
CVX Chevron Corporation
-0.26%
-$4,044.92 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$1,810.88 
JPIB JPMorgan International Bond Opportunities ETF
-0.22%
-$727.65 
BX Blackstone Inc.
-0.22%
-$8,817.12 
META Meta Platforms Inc Class A
-0.21%
-$4,830 
HDV iShares Core High Dividend ETF
-0.16%
-$432.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.16%
-$1,010.16 
AVEM Avantis Emerging Markets Equity ETF
-0.15%
-$1,077.84 
KO The Coca-Cola Company
-0.15%
-$466.48 
EPD Enterprise Products Partners L.P.
-0.12%
-$415.35 
IBM International Business Machines Corporation
-0.08%
-$321.4 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.08%
-$2,070.96 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.06%
-$152.49 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$1,236.53 
VSDB Vanguard Short Duration Bond ETF
-0.05%
-$136.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$122.03 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
-0.01%
-$22.3 
COST Costco Wholesale Corp
0%
-$22.45 Events
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Dividends
Dividend Analysis
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| Trades 1437 | Longs Won 999/1437 69% | Profit Factor 2.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,710.16 |
| Average Win $67,718.12 | Best Trade (Oct 26) $4.47M | Sharpe Ratio -10.92 |
| Average Loss -$61,150.77 | Worst Trade (Dec 30) -$15.4M | Z-Score 8.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 3d | Expectancy $28,438.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 3,817 | 3,435 | 3,053 | 2,672 | 2,290 | 1,908 | 1,527 | 1,145 | 763 | 382 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,898 | $8.74M | $14.07M | - | $5.34M | 61.08% | -1.044% |
| ABBV AbbVie Inc. | 13,359 | $2.15M | $3.82M | - | $1.67M | 77.35% | +0.123% |
| ABCL AbCellera Biologics Inc. | 10,000 | $34,900 | $122,200 | - | $87,300 | 250.14% | +3.384% |
| ABT Abbott Laboratories | 5,865 | $657,286.75 | $609,989.32 | - | -$47,297.43 | -7.2% | +0.294% |
| ACN Accenture plc | 3,677 | $1.04M | $901,012.08 | - | -$140,057.9 | -13.45% | -1.736% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 23,827 | $1.74M | $1.76M | - | $19,416.35 | 1.12% | +0.313% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,260 | $522,071.58 | $505,301.9 | - | -$16,769.68 | -3.21% | +0.109% |
| AMAT Applied Materials Inc. | 869 | $317,197.19 | $340,869.59 | - | $23,672.4 | 7.46% | +3.98% |
| AMD Advanced Micro Devices Inc. | 864 | $508,570.25 | $459,596.16 | - | -$48,974.09 | -9.63% | +2.932% |
| AMZN Amazon.com Inc | 24,776 | $5.51M | $6.19M | - | $673,134.54 | 12.21% | +0.694% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 13,558 | $393,553.52 | $375,082.07 | - | -$18,471.45 | -4.69% | +0.417% |
| APD Air Products and Chemicals Inc. | 1,251 | $347,935.07 | $384,720.03 | - | $36,784.96 | 10.57% | +0.124% |
| AUR Aurora Innovation Inc. Class A Common Stock | 13,398 | $74,225 | $66,588.06 | - | -$7,636.94 | -10.29% | +3.326% |
| AVEM Avantis Emerging Markets Equity ETF | 7,984 | $610,889.74 | $697,522.16 | - | $86,632.42 | 14.18% | -0.154% |
| AVGO Broadcom Inc. | 4,679 | $599,907.82 | $1.55M | - | $947,765.01 | 157.99% | +2.826% |
| AVUS Avantis U.S. Equity ETF | 85,827 | $7.32M | $11.08M | - | $3.75M | 51.24% | +0.781% |
| AVUV Avantis U.S. Small Cap Value ETF | 47,492 | $4.39M | $5.85M | - | $1.45M | 33.05% | +0.86% |
| AWK American Water Works Company, Inc. | 3,300 | $403,293 | $465,250.5 | - | $61,957.5 | 15.36% | -1.236% |
| BA The Boeing Company | 3,791 | $784,726.88 | $718,129.13 | - | -$66,597.75 | -8.49% | +0.573% |
| BAC Bank of America Corporation | 11,923 | $455,004.59 | $606,582.62 | - | $151,578.03 | 33.31% | +0.623% |
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FAQ
Which stocks have generated the highest profits for Daphne Jo Stasco?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.17M, State Street SPDR S&P 500 ETF Trust - $1.57M, Amazon.com Inc - $1.44M, The Charles Schwab Corporation - $763,605.01, and Avantis U.S. Equity ETF - $716,819.18. 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: iShares Bitcoin Trust ETF - $15.42M, Nike, Inc. Class B Common Stock - $565,970.72, CVS Health Corporation Common Stock - $497,498.88, Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests - $370,000, and Accenture plc - $334,977.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daphne Jo Stasco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.7M earned over time. The largest contributors to dividend income include Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests - $500,000, iShares iBoxx $ Investment Grade Corporate Bond ETF - $467,229.23, Vanguard Total Bond Market ETF - $456,529.49, Blackstone Inc - $428,712.79, and Invesco S&P 500 Equal Weight ETF - $326,215.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daphne Jo Stasco's monthly returns?
Daphne Jo Stasco'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 Daphne Jo Stasco's strategy be considered aggressive or moderate?
Daphne Jo Stasco'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 Daphne Jo Stasco's strategy?
Daphne Jo Stasco'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.
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