RR
rosemary richard Portfolio
Invests via WCG Wealth Advisors LLC | Managed by Jim Worden, Jimmy Lee, Talley Léger, Mark Senseman, Christopher T. Rand, Anthony Turcotte Jr., Brian Foley, Jason Lin, Paisley Nardini, Victor Orozco, William Tangog
Invests via WCG Wealth Advisors LLC
Managed by Jim Worden, Jimmy Lee, Talley Léger, Mark Senseman, Christopher T. Rand, Anthony Turcotte Jr., Brian Foley, Jason Lin, Paisley Nardini, Victor Orozco, William Tangog
Automatically Tracked
rosemary richard Profile
Rosemary Richard has made significant strides in the corporate sector, bringing a wealth of experience to her role as an executive leader. Her extensive background includes pivotal positions within prominent organizations, where she demonstrated exceptional skills in strategic planning and operations management. Known for driving efficiency and fostering innovation, she plays a crucial role in advancing business objectives while cultivating strong team dynamics. Rosemary's insights into market trends are invaluable, establishing her as a trusted voice among peers and stakeholders alike. With her profound understanding of competitive landscapes, she continuously influences positive growth trajectories across various sectors.
Rosemary Richard has made significant strides in the corporate sector, bringing a wealth of experience to her role as an executive leader. Her extensive background includes pivotal positions within prominent organizations, where she demonstrated exceptional skills in strategic planning and operations management. Known for driving efficiency and fostering innovation, she plays a crucial role in advancing business objectives while cultivating strong team dynamics. Rosemary's insights into market trends are invaluable, establishing her as a trusted voice among peers and stakeholders alike. With her profound understanding of competitive landscapes, she continuously influences positive growth trajectories across various sectors.
Investment Philosophy & Strategy
Market dynamics often dictate investment decisions, a perspective emphasized by Rosemary Richard. Her executive experience positions her uniquely to identify lucrative opportunities within evolving industries. Leveraging strategic foresight, she prioritizes operational efficiency and innovation-driven growth in portfolio initiatives. By maintaining a pulse on competitive trends, she navigates potential disruptions with agility while enhancing stakeholder engagement. This approach not only reflects adaptability but also fosters resilience in capital deployment strategies aimed at maximizing returns across diverse markets.
Market dynamics often dictate investment decisions, a perspective emphasized by Rosemary Richard. Her executive experience positions her uniquely to identify lucrative opportunities within evolving industries. Leveraging strategic foresight, she prioritizes operational efficiency and innovation-driven growth in portfolio initiatives. By maintaining a pulse on competitive trends, she navigates potential disruptions with agility while enhancing stakeholder engagement. This approach not only reflects adaptability but also fosters resilience in capital deployment strategies aimed at maximizing returns across diverse markets.
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:
59.3%
Gain +1.31%
Monthly
1.07%
Yearly
13.57%
Drawdown
16.34%
$3.85B
Equity
Holdings
$3.85B
Investment
$3.31B
$730.26M
Profit +$29.2M
Realized
$199.43M
Unrealized
$530.83M
Dividends
$132.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$29.2M
Win %
74%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$41.3M
Win %
74%
This Month
Compared to last month
Gain
-1.92%
Profit
-$75.08M
Win %
74%
This Year
Compared to last year
Gain
9.55%
Profit
$335.33M
Win %
74%
CRCL Circle Internet Group, Inc.
+8.58%
+$62,788.62 
CRDO Credo Technology Group Holding Ltd.
+6.89%
+$164,566.72 
RBLX Roblox Corporation
+6.72%
+$79,518.43 
IBLC iShares Blockchain and Tech ETF
+6.43%
+$58,531.35 
BMNR Bitmine Immersion Technologies, Inc.
+6.41%
+$159,415.11 
BABA Alibaba Group Holding Limited SP ADR
+5.48%
+$289,018.8 
MRVL Marvell Technology, Inc.
+5.19%
+$118,678 
MSTR Strategy Inc.
+5.1%
+$59,546.52 
U Unity Software Inc.
+4.9%
+$15,246.54 
MU Micron Technology, Inc.
+4.57%
+$1.09M 
INTC Intel Corporation
+3.8%
+$463,621.34 
JD JD.com Inc.
+3.61%
+$17,063.29 
NVTS Navitas Semiconductor Corporation
+3.58%
+$30,523.68 
JOBY Joby Aviation, Inc.
+3.22%
+$9,199.76 
CLS Celestica Inc.
+3.16%
+$138,674.82 
COIN Coinbase Global, Inc.
+3.12%
+$75,285.03 
ETHA iShares Ethereum Trust
+3.06%
+$72,584.48 
AVGO Broadcom Inc.
+2.93%
+$587,875.24 
AMD Advanced Micro Devices, Inc.
+2.76%
+$220,083.68 
SHOP Shopify Inc.
+2.69%
+$231,045.39 
GOOG Alphabet Inc
+2.41%
+$373,002.85 
BITW Bitwise 10 Crypto Index Fund
+2.37%
+$66,153.75 
FTXL First Trust Nasdaq Semiconductor ETF
+2.33%
+$684,678.72 
GIL Gildan Activewear Inc.
+2.3%
+$16,089.14 
GOOGL Alphabet Inc
+2.3%
+$1.39M 
GBTC Grayscale Bitcoin Trust ETF
+2.1%
+$17,251.9 
EZBC Franklin Bitcoin ETF
+2.08%
+$8,112.72 
IBIT iShares Bitcoin Trust
+2.05%
+$43,380.61 
AMZN Amazon.com Inc
+2.01%
+$1.45M 
MSFT Microsoft Corp.
+2%
+$1.06M 
CART Maplebear Inc.
+1.99%
+$11,326.77 
SERV Serve Robotics Inc.
+1.87%
+$2,818.65 
SOUN SoundHound AI Inc.
+1.83%
+$6,586.74 
CVE Cenovus Energy Inc.
+1.81%
+$20,810.04 
PLTR Palantir Technologies Inc.
+1.74%
+$279,476.64 
BAI iShares A.I. Innovation and Tech Active ETF
+1.74%
+$107,473.16 
VRT Vertiv Holdings Co
+1.74%
+$202,779.42 
EBAY eBay Inc.
+1.7%
+$23,254.1 
QBTS D-Wave Quantum Inc.
+1.67%
+$17,912.44 
EPD Enterprise Products Partners L.P.
+1.57%
+$66,039.6 
COP ConocoPhillips
+1.55%
+$100,018.2 
RTX RTX Corporation
+1.54%
+$68,859.58 
ICE Intercontinental Exchange, Inc.
+1.52%
+$40,570.11 
IBM International Business Machines Corporation
+1.52%
+$40,909.12 
ANET Arista Networks, Inc.
+1.43%
+$73,273.64 
RPG Invesco S&P 500 Pure Growth ETF
+1.4%
+$9,180.59 
CVX Chevron Corporation
+1.39%
+$65,017.71 
CRM Salesforce Inc
+1.38%
+$71,890.32 
WMB The Williams Companies, Inc.
+1.36%
+$41,562.14 
DOW Dow Inc.
+1.35%
+$61,405.69 
SKYY First Trust Cloud Computing ETF
+1.35%
+$19,426.72 
ARTY iShares Future AI & Tech ETF
+1.32%
+$18,459.97 
YOU Clear Secure Inc.
+1.31%
+$23,691.99 
TTD The Trade Desk, Inc. Class A
+1.26%
+$7,000.65 
SIVR abrdn Physical Silver Shares ETF
+1.21%
+$13,483.73 
MTUM iShares MSCI USA Momentum Factor ETF
+1.2%
+$74,258.91 
RRR Red Rock Resorts Inc.
+1.19%
+$21,285.11 
SLV iShares Silver Trust
+1.17%
+$8,879.78 
FLEX Flex Ltd.
+1.15%
+$37,472.24 
KMI Kinder Morgan, Inc.
+1.13%
+$6,535.32 
ABT Abbott Laboratories
+1.12%
+$17,100 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.11%
+$6,659.05 
FDN First Trust Dow Jones Internet Index Fund
+1.05%
+$197,061.77 
FTXN First Trust Nasdaq Oil & Gas ETF
+1.05%
+$27,476.62 
EEM iShares MSCI Emerging Markets ETF
+1.03%
+$10,030.15 
XOM Exxon Mobil Corporation
+1%
+$133,059.4 
XLE Energy Select Sector SPDR Fund
+0.99%
+$21,575.64 
OMC Omnicom Group Inc.
+0.98%
+$12,075.81 
IYW iShares U.S. Technology ETF
+0.98%
+$179,868.54 
NLR VanEck Uranium and Nuclear ETF
+0.97%
+$11,197.87 
GD General Dynamics Corporation
+0.95%
+$62,308.21 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.89%
+$18,723.76 
META Meta Platforms Inc Class A
+0.88%
+$325,155.11 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$131,538.74 
FTNT Fortinet Inc.
+0.85%
+$54,434.21 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.85%
+$58,661.68 
NDAQ Nasdaq, Inc.
+0.85%
+$10,397.4 
HOOD Robinhood Markets, Inc.
+0.84%
+$94,526.77 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$102,285.95 
APP AppLovin Corporation Class A Common Stock
+0.83%
+$96,939.42 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.82%
+$21,448.79 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$185,401.53 
JGRO JPMorgan Active Growth ETF
+0.81%
+$56,140.5 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$267,637.34 
ARKK ARK Innovation ETF Fund
+0.79%
+$8,069.43 
CEG Constellation Energy Corporation
+0.76%
+$23,671.68 
FV First Trust Dorsey Wright Focus 5 ETF
+0.76%
+$19,095.95 
NOK Nokia Corporation Sponsored ADR
+0.74%
+$4,612.12 
FTEC Fidelity MSCI Information Technology Index ETF
+0.73%
+$21,855.24 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$44,116.8 
ICVT iShares Convertible Bond ETF
+0.72%
+$9,564.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.72%
+$30,285.78 
FBCG Fidelity Blue Chip Growth Fund
+0.72%
+$18,224.26 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$170,736.3 
ADI Analog Devices, Inc.
+0.7%
+$54,204.48 
V Visa Inc. Class A
+0.7%
+$251,678.57 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$228,914 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.69%
+$2,951.47 
MDT Medtronic plc
+0.69%
+$43,625.52 
MMM 3M Company
+0.66%
+$11,754.23 
IWY iShares Russell Top 200 Growth ETF
+0.66%
+$21,276.54 
ROKU Roku, Inc.
+0.63%
+$21,043.17 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$145,229.86 
NOW ServiceNow, Inc.
+0.61%
+$11,174.31 
NVDA NVIDIA Corporation
+0.6%
+$681,387.08 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.59%
+$1,531.75 
ALM Almonty Industries Inc.
+0.58%
+$15,715.2 
TJX The TJX Companies, Inc.
+0.58%
+$16,399.14 
WINN Harbor Long-Term Growers ETF
+0.57%
+$22,111.94 
DOCU DocuSign Inc.
+0.56%
+$3,697.53 
QGRO American Century U.S. Quality Growth ETF
+0.55%
+$8,999.22 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.54%
+$2,301.12 
UBER Uber Technologies, Inc.
+0.54%
+$56,411.55 
CTA Simplify Managed Futures Strategy ETF
+0.52%
+$3,792.46 
FLAX Franklin FTSE Asia Ex Japan ETF
+0.51%
+$5,405.59 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$6,125.67 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$1,191.87 
NULG Nuveen ESG Large-Cap Growth ETF
+0.48%
+$40,505.83 
BUFQ FT Nasdaq Buffer ETF July.
+0.47%
+$8,013.06 
SFLO VS Small Cap Free Cash Flow ETF
+0.47%
+$5,238.77 
APH Amphenol Corporation
+0.46%
+$24,515.4 
THRO iShares U.S. Thematic Rotation Active ETF
+0.44%
+$22,078.46 
SNPE Xtrackers S&P 500 ESG ETF
+0.44%
+$282,679.03 
IONQ IonQ, Inc.
+0.43%
+$1,581.75 
SPEM SPDR Portfolio Emerging Markets ETF
+0.42%
+$213,979.08 
CRTC Xtrackers US National Critical Technologies ETF
+0.42%
+$280,339.45 
TMFC Motley Fool 100 Index ETF
+0.42%
+$20,269.76 
BP BP p.l.c. Sponsored ADR
+0.41%
+$3,733.88 
XLG Invesco S&P 500 Top 50 ETF
+0.4%
+$3,216.11 
MA Mastercard Incorporated
+0.4%
+$86,696.32 
SHLD Global X Defense Tech ETF
+0.4%
+$6,599.04 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.39%
+$1,998.81 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.35%
+$4,122.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$5,030.04 
VFLO VictoryShares Free Cash Flow ETF
+0.34%
+$6,409.26 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.33%
+$25,207.47 
SCHW Charles Schwab Corporation
+0.32%
+$61,525.44 
OEF iShares S&P 100 ETF
+0.3%
+$31,284.76 
AMAT Applied Materials, Inc.
+0.3%
+$68,779.99 
FRDM Freedom 100 Emerging Markets ETF
+0.29%
+$47,300.5 
PTLC Pacer Trendpilot US Large Cap ETF
+0.29%
+$2,894.59 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.29%
+$1,056 
BIT BlackRock Multi-Sector Income Trust
+0.28%
+$1,028.12 
CLSE Convergence Long/Short Equity Fund
+0.28%
+$4,261.13 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.28%
+$37,942.39 
QCOM QUALCOMM Incorporated
+0.27%
+$17,040.7 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.26%
+$1,754.42 
DUK Duke Energy Corporation
+0.26%
+$7,652.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$260,797.73 
BDYN iShares Dynamic Equity Active ETF
+0.26%
+$2,547.65 
NEM Newmont Corporation
+0.26%
+$5,279.65 
OAKM Oakmark U.S. Large Cap ETF
+0.26%
+$997.87 
AVLC Avantis U.S. Large Cap Equity ETF
+0.25%
+$6,918.07 
OKE ONEOK, Inc.
+0.25%
+$14,578.93 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$7,540.43 
BSEP Innovator U.S. Equity Buffer ETF
+0.25%
+$1,584.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$22,906.2 
IVV iShares Core S&P 500 ETF
+0.24%
+$87,237.7 
SPYI NEOS S&P 500 High Income ETF
+0.24%
+$3,835.25 
FMDE Fidelity Enhanced Mid Cap ETF
+0.23%
+$1,137.82 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
+0.23%
+$1,096.92 
T AT&T Inc.
+0.23%
+$6,171.1 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$47,510.97 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$781.04 
C Citigroup Inc.
+0.22%
+$3,196.28 
CHKP Check Point Software Technologies Ltd.
+0.21%
+$6,425.45 
VOO Vanguard S&P 500 ETF
+0.21%
+$31,018.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$2,960.1 
FAD First Trust Multi Cap Growth Fund
+0.2%
+$5,195.57 
CSQ Calamos Strategic Total Return Fund
+0.2%
+$1,027.52 
ET Energy Transfer L.P.
+0.2%
+$2,034.96 
CRSP Crispr Therapeutics AG
+0.2%
+$1,072.7 
AVUS Avantis U.S. Equity ETF
+0.19%
+$103,500 
FSCO FS Credit Opportunities Corp.
+0.19%
+$617.28 
APD Air Products and Chemicals, Inc.
+0.18%
+$7,281.33 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$2,426.9 
TTE TotalEnergies SE
+0.17%
+$2,156.36 
BUFR FT Vestladder Buffer ETF-USD I
+0.16%
+$20,717.76 
NUV Nuveen Municipal Value Fund, Inc.
+0.16%
+$900.62 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.15%
+$1,232 
CTVA Corteva Inc.
+0.15%
+$2,661.66 
EOI Eaton Vance Enhanced Equity Income Fund
+0.15%
+$626.22 
MFG Mizuho Financial Group Inc. ADR
+0.15%
+$3,100.32 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.15%
+$600.39 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.15%
+$48,876.8 
CMCSA Comcast Corp
+0.15%
+$2,553.28 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.15%
+$12,017.2 
CHGX AXS Change Finance ESG ETF
+0.14%
+$1,732.62 
TPL Texas Pacific Land Corporation
+0.13%
+$9,400.08 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$2,916.87 
SPHQ Invesco S&P 500 Quality ETF
+0.12%
+$12,688.9 
ROUS Hartford Multifactor US Equity ETF
+0.11%
+$2,312.32 
CGDV Capital Group Dividend Value ETF
+0.11%
+$4,532.33 
PWRD TCW Transform Systems ETF
+0.11%
+$44,213.61 
USMF WisdomTree U.S. Multifactor Fund
+0.11%
+$1,534.02 
SFLR Innovator Equity Managed Floor ETF
+0.1%
+$539.52 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$46,681.44 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.09%
+$5,361.9 
USB U.S. Bancorp
+0.09%
+$685.13 
AMGN Amgen Inc.
+0.08%
+$3,279.92 
FEOE First Eagle Overseas Equity ETF
+0.07%
+$1,224.12 
SRLN SPDR Blackstone Senior Loan ETF
+0.07%
+$877.11 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.07%
+$34,696.64 
HIG The Hartford Insurance Group, Inc.
+0.06%
+$1,509.56 
AVGE FRCL 3 2022Q3 Hb Float
+0.06%
+$1,474.26 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$283.06 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$4,198.06 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.04%
+$3,767.26 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$709.4 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$115.18 
AVLV Avantis U.S. Large Cap Value ETF
+0.03%
+$3,927.03 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$1,498.96 
VEU Vanguard FTSE All-World ex-US ETF
+0.03%
+$262.16 
EMLP First Trust North American Energy Infrastructure Fund
+0.02%
+$238.89 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.02%
+$437.46 
SHYM iShares High Yield Bond ETF
+0.02%
+$418.59 
FCAL First Trust California Municipal Fund
+0.02%
+$100.7 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$6,101.67 
BKR Baker Hughes Company
+0.02%
+$977.61 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$193.79 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$241.28 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$931.93 
RDVY First Trust Rising Dividend Achievers ETF
+0.01%
+$554.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$181.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3,734.75 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$221.09 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$2,629.79 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$172.78 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$100.66 
SHV iShares Short Treasury Bond ETF
+0.01%
+$74.55 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
+$269.61 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
0%
$0 
FSSL
0%
$0 
HEGD Swan Hedged Equity US Large Cap Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KHPI
0%
$0 
MFSB
0%
$0 
MISL First Trust Indxx Aerospace & Defense ETF
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
PMBS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-4.07%
-$33,023.2 
RKT Rocket Companies, Inc. Class A
-3.71%
-$192,734.64 
ORCL Oracle Corporation
-3.51%
-$343,944.6 
DXYZ Destiny Tech100 Inc.
-3.13%
-$12,715.92 
AAPL Apple Inc.
-2.84%
-$3.01M 
BEAM Beam Therapeutics Inc.
-2.83%
-$39,092.82 
TFC Truist Financial Corporation
-2.67%
-$22,433.6 
GSK GSK plc Sponsored ADR
-2.6%
-$18,552.93 
MAIN Main Street Capital Corporation
-2.49%
-$19,451.1 
BNS Bank of Nova Scotia
-2.38%
-$23,979.54 
STWD Starwood Property Trust Inc.
-2.35%
-$7,676.8 
GE General Electric Company
-2.2%
-$86,369.17 
CRH CRH plc
-2.19%
-$23,332.49 
FSK FS KKR Capital Corp.
-2.15%
-$17,999.12 
PATK Patrick Industries Inc.
-2.11%
-$30,559.27 
TSLA Tesla, Inc.
-2.07%
-$541,435.47 
BA Boeing Company
-2.03%
-$57,794.1 
KDEF PLUS Korea Defense Industry Index ETF
-1.95%
-$9,657 
NUE Nucor Corporation
-1.95%
-$59,367.58 
MDLZ Mondelez International, Inc.
-1.94%
-$23,630.08 
PEP PepsiCo, Inc.
-1.94%
-$66,701.91 
MS Morgan Stanley
-1.93%
-$53,111.7 
PEGA Pegasystems Inc.
-1.87%
-$9,621.4 
CGBD Carlyle Secured Lending, Inc.
-1.77%
-$34,537.83 
NFLX Netflix, Inc.
-1.75%
-$255,182.85 
SBUX Starbucks Corporation
-1.71%
-$126,322.59 
AZN AstraZeneca PLC American Depositary Shares
-1.68%
-$73,152.46 
APO Apollo Global Management, Inc.
-1.64%
-$21,997.8 
ARCC Ares Capital Corporation
-1.64%
-$33,553.8 
NVS Novartis AG Sponsored ADR
-1.64%
-$98,179.2 
HD The Home Depot, Inc.
-1.61%
-$119,077.05 
MNST Monster Beverage Corporation
-1.55%
-$17,923.7 
MFC Manulife Financial Corporation
-1.51%
-$65,446.94 
ORLY O'Reilly Automotive Inc.
-1.48%
-$22,058.63 
MRK Merck & Co., Inc.
-1.46%
-$44,096.88 
ADBE Adobe Inc.
-1.45%
-$37,218.6 
CAT Caterpillar Inc.
-1.43%
-$162,174.99 
WMT Walmart Inc.
-1.42%
-$227,955 
MSIF MSC Income Fund Inc.
-1.41%
-$4,237.28 
F Ford Motor Company
-1.41%
-$28,940.8 
SNY Sanofi American Depositary Receipt
-1.37%
-$62,795.84 
BDX Becton, Dickinson and Company
-1.33%
-$64,017.26 
BCS Barclays PLC Sponsored ADR
-1.31%
-$10,352.86 
HSBC HSBC Holdings plc Sponsored ADR
-1.31%
-$57,728.88 
DX Dynex Capital Inc.
-1.24%
-$12,103.58 
CSV Carriage Services Inc.
-1.22%
-$5,870.98 
PINK Simplify Health Care ETF
-1.18%
-$231,448.08 
LRCX Lam Research Corporation
-1.18%
-$52,741.62 
LQDA Liquidia Corporation
-1.15%
-$47,748.92 
OPFI OppFi Inc.
-1.13%
-$11,373.36 
SLF Sun Life Financial Inc.
-1.03%
-$13,995.24 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-1.01%
-$2,169.93 
MAS Masco Corporation
-1%
-$27,302.4 
NEE NextEra Energy, Inc.
-0.99%
-$13,775.52 
TBLU Tortoise Global Water ESG Fund
-0.98%
-$35,402.63 
D Dominion Energy, Inc.
-0.97%
-$59,391.06 
O Realty Income Corporation
-0.97%
-$7,620 
DIS The Walt Disney Company
-0.96%
-$62,687.66 
CSX CSX Corporation
-0.94%
-$7,616.62 
AMRZ Amrize Ltd.
-0.91%
-$19,364.4 
CCJ Cameco Corporation
-0.9%
-$21,852.6 
HBAN Huntington Bancshares Incorporated
-0.9%
-$48,644.04 
JNJ Johnson & Johnson
-0.86%
-$67,478.06 
WFC Wells Fargo & Company
-0.84%
-$62,161.15 
DJIA Global X Dow 30 Covered Call ETF
-0.8%
-$6,057.18 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$8,344.05 
BAC Bank of America Corporation
-0.77%
-$35,556.91 
CBSH Commerce Bancshares, Inc.
-0.76%
-$6,454.35 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.76%
-$6,970.32 
ETR Entergy Corporation
-0.72%
-$10,199.98 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$5,892.99 
RHI Robert Half Inc.
-0.72%
-$4,594.5 
PG Procter & Gamble Co
-0.71%
-$41,596.25 
DOC Healthpeak Properties, Inc.
-0.71%
-$2,620.8 
UNP Union Pacific Corporation
-0.71%
-$26,607.96 
XYLD Global X S&P 500 Covered Call ETF
-0.69%
-$3,383.8 
FXU First Trust Utilities AlphaDEX Fund
-0.68%
-$10,816.48 
SPLV Invesco S&P 500 Low Volatility ETF
-0.66%
-$20,619.15 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.64%
-$16,344.75 
SO The Southern Company
-0.64%
-$16,171.71 
IQV IQVIA Holdings Inc.
-0.64%
-$45,743.59 
TLH iShares 10-20 Year Treasury Bond ETF
-0.64%
-$37,534.14 
PAVE Global X U.S. Infrastructure Development ETF
-0.61%
-$62,634.06 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$125,381.57 
XLRE The Real Estate Select Sector SPDR Fund
-0.6%
-$130,749.02 
VOYA Voya Financial Inc.
-0.6%
-$7,968.6 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.6%
-$141,794.34 
AFK VanEck Vectors Africa Index ETF
-0.59%
-$1,625.7 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.59%
-$6,691.86 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.56%
-$5,019.3 
VGSR Vert Global Sustainable Real Estate ETF
-0.56%
-$35,496.5 
IDHQ Invesco S&P International Developed Quality ETF
-0.55%
-$202,722.05 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.54%
-$4,579.02 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.53%
-$16,258.01 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.53%
-$3,202.2 
EQBK Equity Bancshares Inc.
-0.52%
-$5,103.28 
PGX Invesco Preferred ETF
-0.51%
-$1,155.06 
FDVV Fidelity High Dividend ETF
-0.5%
-$27,221.1 
PFE Pfizer Inc.
-0.5%
-$11,115.54 
AIG American International Group Inc.
-0.48%
-$6,623.93 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.47%
-$2,520.41 
PM Philip Morris International Inc.
-0.47%
-$62,241.3 
BKLN Invesco Senior Loan ETF
-0.46%
-$5,709.88 
COST Costco Wholesale Corporation
-0.46%
-$48,862.52 
FXZ First Trust Materials AlphaDEX Fund
-0.45%
-$31,045.4 
AVIV Avantis International Large Cap Value ETF
-0.45%
-$9,292.5 
IYH iShares U.S. Healthcare ETF
-0.43%
-$5,176.36 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.43%
-$16,536.28 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.42%
-$2,705.4 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.42%
-$186,779.18 
AGGH Simplify Aggregate Bond ETF
-0.42%
-$157,120.51 
COR Cencora, Inc.
-0.41%
-$32,534.17 
FVD First Trust Value Line Dividend Index Fund
-0.41%
-$9,308.23 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.41%
-$75,085.42 
WPM Wheaton Precious Metals Corp.
-0.4%
-$4,475.52 
AHR American Healthcare REIT, Inc.
-0.4%
-$6,591.8 
BLDX Impax Global Infrastructure ETF
-0.4%
-$13,689.38 
PDI Pimco Dynamic Income Fund
-0.4%
-$1,757.47 
EFA iShares MSCI EAFE ETF
-0.4%
-$4,601.02 
MO Altria Group, Inc.
-0.39%
-$6,851.83 
VZ Verizon Communications Inc.
-0.39%
-$15,083.42 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$5,460.03 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$14,467.2 
AVDE Avantis International Equity ETF
-0.39%
-$116,999.85 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.39%
-$2,227.94 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.38%
-$9,315.4 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.38%
-$5,918.06 
ADSK Autodesk, Inc.
-0.38%
-$12,706.65 
DXCM DexCom, Inc.
-0.38%
-$9,362.65 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$36,356.39 
EVRG Evergy Inc.
-0.37%
-$3,877.21 
XLI Industrial Select Sector SPDR Fund
-0.37%
-$91,234.57 
IDMO Invesco S&P International Developed Momentum ETF
-0.36%
-$2,667.93 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.36%
-$10,601.62 
BHP BHP Group Ltd.
-0.36%
-$8,526.87 
HLN Haleon Plc - ADR
-0.35%
-$3,747.87 
AVIG Avantis Core Fixed Income ETF
-0.35%
-$8,050.11 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$53,538.17 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.35%
-$731.92 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$18,277.31 
AVSC Avantis U.S. Small Cap Equity ETF
-0.35%
-$19,708.69 
DGRO iShares Core Dividend Growth ETF
-0.35%
-$12,400.02 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$40,141.2 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$82,605.27 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.34%
-$4,393.62 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.34%
-$57,079.65 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.34%
-$16,434.85 
AUSF Global X Adaptive U.S. Factor ETF
-0.34%
-$5,245.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$11,221.65 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.33%
-$88,972.91 
GOVT iShares U.S. Treasury Bond ETF
-0.33%
-$1,572.53 
ABNB Airbnb, Inc.
-0.33%
-$15,414.24 
FTCS First Trust Capital Strength ETF
-0.32%
-$5,287.98 
JPM JPMorgan Chase & Co.
-0.32%
-$90,649.56 
SDY SPDR S&P Dividend ETF
-0.32%
-$6,449.38 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.32%
-$131,322.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$3,643.5 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$1,430.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$10,164.85 
HDV iShares Core High Dividend ETF
-0.3%
-$8,700.6 
FBND Fidelity Total Bond ETF
-0.3%
-$6,418.85 
HTRB Hartford Total Return Bond ETF
-0.3%
-$38,507.9 
PFFD Global X U.S. Preferred ETF
-0.3%
-$1,067.49 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$9,801.2 
JBND JPMorgan Active Bond ETF
-0.29%
-$3,139.68 
VSH Vishay Intertechnology Inc.
-0.29%
-$2,973.74 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.29%
-$42,975.04 
DBX Dropbox Inc.
-0.29%
-$1,318.23 
MLN VanEck Long Muni ETF
-0.28%
-$616.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$22,689.42 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.28%
-$3,607.56 
FENI Fidelity Enhanced International ETF
-0.28%
-$6,777.98 
TMB Thornburg Multi-Sector Bond ETF
-0.28%
-$121,668.61 
DON WisdomTree U.S. MidCap Dividend Fund
-0.27%
-$1,753.83 
ITA iShares U.S. Aerospace & Defense ETF
-0.27%
-$20,375.06 
ABBV AbbVie Inc.
-0.27%
-$11,613.89 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$52,561.38 
XSMO Invesco S&P SmallCap Momentum ETF
-0.26%
-$3,151.58 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$43,922.76 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$7,603.47 
EVTR Eaton Vance Total Return Fund
-0.26%
-$1,512.03 
FNDF Schwab Fundamental International Large Company Index ETF
-0.26%
-$3,493.8 
MBB iShares MBS ETF
-0.26%
-$11,932.08 
SILJ Amplify Junior Silver Miners ETF
-0.25%
-$736.56 
GM General Motors Company
-0.25%
-$3,430.83 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.25%
-$1,779.62 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.25%
-$1,677.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$3,876.51 
XLF Financial Select Sector SPDR Fund
-0.24%
-$57,686.58 
CDX Simplify High Yield ETF
-0.24%
-$8,659.55 
IEI iShares 3-7 Year Treasury Bond ETF
-0.24%
-$30,314.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$1,179.9 
PLTM GraniteShares Platinum Trust
-0.23%
-$486.5 
DNP DNP Select Income Fund Inc.
-0.23%
-$1,128.45 
UL Unilever PLC Sponsored American Depositary Receipt
-0.21%
-$12,527.84 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.21%
-$147,382.86 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$11,248.82 
NIO Nio Inc.
-0.2%
-$547.75 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.2%
-$19,572.35 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.2%
-$3,466.67 
BUCK Simplify Treasury Option Income ETF
-0.19%
-$3,267.59 
INCM Franklin Income Focus ETF
-0.19%
-$788.32 
EQWL Invesco S&P 100 Equal Weight ETF
-0.19%
-$2,417.04 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.18%
-$1,341.7 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.18%
-$61,932 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.17%
-$2,952.05 
IWD iShares Russell 1000 Value ETF
-0.17%
-$6,305.3 
ROBO ROBO Global Robotics & Automation Index ETF
-0.17%
-$1,584.05 
NUSC Nuveen ESG Small-Cap ETF
-0.17%
-$18,870.08 
JHMM John Hancock Multifactor Mid Cap ETF
-0.16%
-$10,371.36 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$1,873.48 
DUHP Dimensional US High Profitability ETF
-0.16%
-$35,663.75 
SGOL abrdn Physical Gold Shares ETF
-0.16%
-$6,136.68 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$136,009.88 
PHYS Sprott Physical Gold Trust
-0.15%
-$544.5 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$8,215.49 
CSCO Cisco Systems, Inc.
-0.14%
-$15,657.92 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$57,597.36 
WTV WisdomTree U.S. Value Fund
-0.14%
-$2,156.01 
BMY Bristol-Myers Squibb Company
-0.13%
-$3,229.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$30,268.81 
MUB iShares National Muni Bond ETF
-0.12%
-$3,683.94 
QUAL iShares MSCI USA Quality Factor ETF
-0.12%
-$8,520.55 
FLMI Franklin Dynamic Municipal Bond ETF
-0.12%
-$731.55 
PANW Palo Alto Networks, Inc.
-0.12%
-$12,459.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$4,087 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$57,766.74 
RIVN Rivian Automotive, Inc.
-0.12%
-$302.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.12%
-$6,431.36 
JAVA JPMorgan Active Value ETF
-0.11%
-$39,501.18 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$3,876.34 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.1%
-$350 
IAU iShares Gold Trust
-0.1%
-$5,781.48 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.1%
-$1,826.25 
GLDM SPDR Gold MiniShares Trust
-0.1%
-$2,121.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$581.1 
GLD SPDR Gold Shares
-0.1%
-$7,627.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.1%
-$1,874.21 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.1%
-$520.74 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$1,433.8 
IWM iShares Russell 2000 ETF
-0.09%
-$6,728.67 
VTV Vanguard Value ETF
-0.09%
-$2,710.6 
JMUB JPMorgan Municipal Bond ETF
-0.09%
-$831.24 
FTSL First Trust Senior Loan ETF
-0.09%
-$1,314.56 
FMB First Trust Managed Municipal Fund
-0.09%
-$662.72 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$857.7 
MMIT NYLI MacKay Muni Intermediate ETF
-0.08%
-$278.26 
SHY iShares 1-3 Year Treasury Bond ETF
-0.08%
-$730.27 
JHSC John Hancock Multifactor Small Cap ETF
-0.08%
-$407.07 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,338.2 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.08%
-$463.98 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.07%
-$300.96 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$2,400.68 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.07%
-$452.49 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.06%
-$191.96 
JSI Janus Henderson Securitized Income ETF
-0.06%
-$315.36 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$4,680.85 
KO The Coca-Cola Company
-0.05%
-$2,070.56 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.05%
-$732.96 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$273.33 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.04%
-$2,424.5 
AVK Advent Convertible and Income Fund
-0.04%
-$183.76 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$332.12 
FTSD Franklin Short Duration U.S. Government ETF
-0.04%
-$654.18 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.03%
-$2,727.58 
SOFI SoFi Technologies, Inc.
-0.03%
-$129.86 
WTPI WisdomTree Equity Premium Income Fund
-0.03%
-$167.75 
OKLO Oklo Inc.
-0.02%
-$287.76 
RDVI FT Vest Rising Dividend Achievers Fund
-0.02%
-$259.4 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.01%
-$1,503.36 
GDXJ VanEck Junior Gold Miners ETF
-0.01%
-$107.5 
PRF Invesco FTSE RAFI US 1000 ETF
-0.01%
-$379.81 
XMHQ Invesco S&P MidCap Quality ETF
-0.01%
-$1,444.84 
IWR iShares Russell Mid-Cap ETF
-0.01%
-$65.84 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$144.38 
CLIP Global X 1-3 Month T-Bill ETF
0%
-$101.96 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4482 | Longs Won 3113/4482 69% | Profit Factor 5.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $922,174.52 |
| Average Win $283,850.04 | Best Trade (Jul 22) $27.68M | Sharpe Ratio -12.62 |
| Average Loss -$112,025.63 | Worst Trade (Sep 30) -$14.11M | Z-Score 2.46 (98.6%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $162,932.19 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 rosemary richard?
The largest contributions to the portfolio's profits come from the following stocks: Xtrackers S&P 500 ESG ETF - $23.14M, Invesco S&P 500 Quality ETF - $14.52M, NVIDIA Corporation - $12.46M, Financial Select Sector SPDR Fund - $9.43M, and iShares Core S&P 500 ETF - $8.19M. 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: Johnson & Johnson - $12.59M, Booking Holdings Inc - $6.64M, IQVIA Holdings Inc - $2.33M, CarMax Inc - $1.97M, and Quadratic Interest Rate Volatility and Inflation Hedge ETF - $1.89M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does rosemary richard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $132.71M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $5.41M, Hartford Total Return Bond ETF - $5.32M, Hartford Multifactor Developed Markets (ex-US) ETF - $4.55M, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $3.57M, and Xtrackers MSCI EAFE High Dividend Yield Equity ETF - $3.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are rosemary richard's monthly returns?
rosemary richard's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can rosemary richard's strategy be considered aggressive or moderate?
rosemary richard'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 rosemary richard's strategy?
rosemary richard'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.
