Sheila J. Lindsay Portfolio
Invests via Bensler LLC | Managed by Sheila J. Lindsay
Invests via Bensler LLC
Managed by Sheila J. Lindsay
Automatically Tracked
Sheila J. Lindsay Profile
Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.
Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.
Investment Philosophy & Strategy
With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.
With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.
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:
88.19%
Gain -1.35%
Monthly
0.96%
Yearly
12.15%
Drawdown
23.59%
$1.07B
Equity
Holdings
$1.07B
Investment
$807.91M
$265.69M
Profit -$11.19M
Realized
$2.43M
Unrealized
$263.25M
Dividends
$65.83M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$11.19M
Win %
83%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$11.19M
Win %
83%
This Month
Compared to last month
Gain
-1.29%
Profit
-$14.03M
Win %
83%
This Year
Compared to last year
Gain
-5.08%
Profit
-$57.28M
Win %
80%
PANW Palo Alto Networks, Inc.
+14.01%
+$38,546.57 
COIN Coinbase Global, Inc.
+9.71%
+$29,955.2 
SPOT Spotify Technology S.A.
+6.67%
+$328,804.84 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$50,671.92 
TDUP ThredUp Inc.
+4.58%
+$1,422.05 
CRM Salesforce Inc
+4.5%
+$25,734.2 
HONA Honeywell Aerospace Inc.
+4.18%
+$70,594.8 
RDDT Reddit Inc Class A
+3.83%
+$47,952.3 
GOOGL Alphabet Inc
+3.08%
+$1.24M 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$4,230.6 
GOOG Alphabet Inc
+2.97%
+$111,569.24 
META Meta Platforms Inc Class A
+2.91%
+$348,392.12 
MSFT Microsoft Corp.
+2.27%
+$1.24M 
WMT Walmart Inc.
+2.27%
+$166,688.28 
SOFI SoFi Technologies, Inc.
+2.05%
+$6,116.32 
LLY Eli Lilly and Company
+2.04%
+$487,982.97 
SPGI S&P Global Inc.
+1.85%
+$43,639.2 
IHF iShares U.S. Healthcare Providers ETF
+1.83%
+$7,565.85 
COR Cencora, Inc.
+1.72%
+$36,614.13 
PM Philip Morris International Inc.
+1.7%
+$5,180.76 
ACGL Arch Capital Group Ltd
+1.68%
+$36,777.23 
COST Costco Wholesale Corporation
+1.58%
+$168,638.4 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$4,053.6 
FDN First Trust Dow Jones Internet Index Fund
+1.4%
+$12,410.85 
PGR Progressive Corporation
+1.4%
+$236,229.28 
RSG Republic Services, Inc.
+1.33%
+$56,305.26 
UBER Uber Technologies, Inc.
+1.27%
+$134,467.97 
LMT Lockheed Martin Corporation
+1.14%
+$148,286.06 
KO The Coca-Cola Company
+1.1%
+$4,358.21 
ODFL Old Dominion Freight Line, Inc.
+1.05%
+$123,772.32 
V Visa Inc. Class A
+1.05%
+$3,503.63 
AXP American Express Company
+0.89%
+$104,388.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$36,575.8 
ABEV Ambev S.A.
+0.83%
+$299.23 
SHW The Sherwin-Williams Company
+0.71%
+$1,591.59 
TRV The Travelers Companies, Inc.
+0.7%
+$1,795.67 
SDY SPDR S&P Dividend ETF
+0.62%
+$1,332.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$38,488.8 
HFWA Heritage Financial Corporation
+0.58%
+$3,368.11 
JNJ Johnson & Johnson
+0.58%
+$2,418.95 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$1,955.1 
AAPL Apple Inc.
+0.54%
+$241,350.63 
OKLO Oklo Inc.
+0.39%
+$1,163.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$12,494.25 
GD General Dynamics Corporation
+0.36%
+$934.58 
SBUX Starbucks Corporation
+0.35%
+$2,505.74 
FEGE First Eagle Global Equity ETF
+0.35%
+$4,834.62 
MELI MercadoLibre, Inc.
+0.34%
+$1,456.19 
NDAQ Nasdaq, Inc.
+0.06%
+$2,160.82 
HTRB Hartford Total Return Bond ETF
+0.05%
+$4,389.15 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$2,261.17 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$56.5 
PCAR PACCAR Inc.
+0.02%
+$39.48 
KTCC Key Tronic Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 EVMO
EVMO
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.92%
-$22,260 
LRCX Lam Research Corporation
-7.91%
-$61,832 
STRL Sterling Infrastructure, Inc.
-7.76%
-$1.08M 
ETN Eaton Corporation plc
-7.5%
-$129,705.4 
VRT Vertiv Holdings Co
-7.13%
-$399,738.6 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$389,320.11 
AMAT Applied Materials, Inc.
-6.73%
-$23,723.55 
MRVL Marvell Technology, Inc.
-6.64%
-$45,533.58 
KLAC KLA Corporation
-6.58%
-$2.41M 
FIX Comfort Systems USA, Inc.
-6.24%
-$440,675.34 
ANET Arista Networks, Inc.
-5.51%
-$625,517.83 
BAC Bank of America Corporation
-5.3%
-$14,869.4 
INTC Intel Corporation
-5.3%
-$22,627.34 
VST Vistra Corp
-5.01%
-$715,196.94 
AVGO Broadcom Inc.
-4.79%
-$737,398.57 
MU Micron Technology, Inc.
-4.76%
-$1.44M 
PWR Quanta Services Inc.
-4.54%
-$318,380.41 
ORCL Oracle Corporation
-4.42%
-$10,125.01 
CAT Caterpillar Inc.
-4.15%
-$68,081.99 
EMEQ Macquarie Focused Emerging Markets Equity ETF
-4.12%
-$1.19M 
EME EMCOR Group, Inc.
-4.12%
-$21,106.11 
GS The Goldman Sachs Group, Inc.
-3.97%
-$21,917.07 
AMD Advanced Micro Devices, Inc.
-3.9%
-$14,295.85 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$1.03M 
WDC Western Digital Corporation
-3.59%
-$217,714.47 
FTHF First Trust Emerging Markets Human Flourishing ETF
-3.41%
-$33,706.36 
NVDA NVIDIA Corporation
-2.85%
-$1.7M 
WPM Wheaton Precious Metals Corp.
-2.83%
-$138,153.18 
EMR Emerson Electric Co.
-2.59%
-$71,136.93 
ZAP Global X U.S. Electrification ETF
-2.53%
-$714,390.77 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$5,779.62 
FCX Freeport-McMoRan Inc.
-2.33%
-$10,793.91 
STX Seagate Technology Holdings plc
-2.23%
-$31,721.91 
PDI Pimco Dynamic Income Fund
-2.17%
-$181,420.8 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-2.15%
-$8,523.68 
PAVE Global X U.S. Infrastructure Development ETF
-2.06%
-$21,888.6 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.06%
-$314,233.85 
GE General Electric Company
-1.98%
-$20,216.58 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$38,385.62 
FNWB First Northwest Bancorp
-1.77%
-$2,042.59 
JPM JPMorgan Chase & Co.
-1.72%
-$17,437.63 
PFL PIMCO Income Strategy Fund
-1.71%
-$2,191.25 
CSCO Cisco Systems, Inc.
-1.65%
-$6,532.35 
CSQ Calamos Strategic Total Return Fund
-1.61%
-$386,209.78 
AER AerCap Holdings N.V.
-1.58%
-$97,415.79 
ENIC Enel Chile S.A.
-1.48%
-$1,597.44 
ETR Entergy Corporation
-1.48%
-$57,166.2 
DECK Deckers Outdoor Corporation
-1.43%
-$136,710.42 
TSLA Tesla, Inc.
-1.4%
-$38,855.68 
CVIE Calvert International Responsible Index ETF
-1.39%
-$7,542.21 
FXL First Trust Technology AlphaDEX Fund
-1.36%
-$3,481.58 
GLD SPDR Gold Shares
-1.35%
-$19,757.53 
IAU iShares Gold Trust
-1.29%
-$28,679.12 
VGT Vanguard Information Technology ETF
-1.24%
-$18,298.8 
AMZN Amazon.com Inc
-1.22%
-$202,548.84 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$4,660.32 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$3,381.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,694.09 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$4,145.02 
XLE Energy Select Sector SPDR Fund
-1.13%
-$5,219.23 
SCHF Schwab International Equity ETF
-1.1%
-$7,425.43 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$104,240.4 
FLQL Franklin U.S. Large Cap Multisector Fund
-1.05%
-$17,038.72 
IGF iShares Global Infrastructure ETF
-0.98%
-$2,077.74 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$7,040.56 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$15,784.6 
BWXT Bwx Technologies Inc.
-0.96%
-$72,774.59 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$3,088.89 
HWM Howmet Aerospace Inc.
-0.87%
-$1,588 
FLR Fluor Corporation
-0.86%
-$9,021 
XOM Exxon Mobil Corporation
-0.85%
-$2,538.98 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$19,836 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$22,434.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$133,648.38 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$2,621.71 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$2,435.38 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.78%
-$2,264.58 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$17,709.58 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1,492.92 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$14,855.2 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,420.58 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$4,423.95 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$2,507.4 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$35,172.48 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$131,578.62 
IYW iShares U.S. Technology ETF
-0.56%
-$3,906.83 
VNQ Vanguard Real Estate ETF
-0.55%
-$1,559.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$13,836.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$53,351.1 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,604.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$5,953.12 
ADX Adams Diversified Equity Fund, Inc.
-0.5%
-$146,848.91 
ALK Alaska Air Group Inc.
-0.5%
-$1,345.21 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$58,084.85 
VO Vanguard Mid-Cap ETF
-0.43%
-$2,040.15 
IYF iShares U.S. Financials ETF
-0.41%
-$902.16 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$2,507.73 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$58,065.48 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$2,430.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$5,382.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$2,369.18 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$58,733.24 
VOO Vanguard S&P 500 ETF
-0.34%
-$7,061.12 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$705 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,365.3 
IVV iShares Core S&P 500 ETF
-0.32%
-$3,412.45 
IWB iShares Russell 1000 ETF
-0.32%
-$21,982.05 
VB Vanguard Small-Cap ETF
-0.32%
-$1,431.29 
IJS iShares S&P Small-Cap 600 Value ETF
-0.29%
-$918.06 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$2,111.7 
NUSC Nuveen ESG Small-Cap ETF
-0.25%
-$1,786.25 
PREF Principal Spectrum Preferred Securities Active ETF
-0.24%
-$41,717.25 
BA Boeing Company
-0.23%
-$1,421 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$1,946.75 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$1,605.88 
FTMH Franklin Municipal High Yield ETF
-0.22%
-$4,656.89 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$642.71 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$3,652.37 
IWM iShares Russell 2000 ETF
-0.19%
-$4,075.04 
FELV Fidelity Enhanced Large Cap Value ETF
-0.19%
-$451.2 
XYLD Global X S&P 500 Covered Call ETF
-0.18%
-$782.48 
VUG Vanguard Growth ETF
-0.16%
-$539.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,489.55 
TAXE T. Rowe Price Intermediate Municipal Fund
-0.13%
-$3,158.22 
OKE ONEOK, Inc.
-0.12%
-$613.08 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.12%
-$12,921.6 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.11%
-$1,206.3 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$670.07 
FLXR TCW Flexible Income ETF
-0.09%
-$484.71 
USA Liberty All Star Equity Fund
-0.09%
-$55.09 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.07%
-$8,814.81 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$5,681.4 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$259.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$802.8 
MUB iShares National Muni Bond ETF
-0.05%
-$127.66 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$3,636.69 
DVY iShares Select Dividend ETF
-0.03%
-$715.37 
IWD iShares Russell 1000 Value ETF
-0.03%
-$536.96 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$67.3 
RECS Columbia Research Enhanced Core ETF
-0.01%
-$1,241.99 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$505.57 Events
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Dividends
Dividend Analysis
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| Trades 2851 | Longs Won 1810/2851 63% | Profit Factor 3.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $203,522.86 | Best Trade (Sep 04) $45.83M | Sharpe Ratio -9.75 |
| Average Loss -$98,645.81 | Worst Trade (Sep 02) -$10.67M | Z-Score 9.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $93,190.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,832 | $24.53M | $45.04M | - | $20.51M | 83.63% | +0.539% |
| ABEV Ambev S.A. | 11,969 | $26,691 | $36,445.6 | - | $9,754.6 | 36.55% | +0.828% |
| ACGL Arch Capital Group Ltd | 22,843 | $1.91M | $2.23M | - | $323,042.87 | 16.92% | +1.676% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,757 | $172,269.6 | $286,846.95 | - | $114,577.35 | 66.51% | -1.165% |
| ADX Adams Diversified Equity Fund, Inc. | 1.13M | $22.78M | $29M | - | $6.21M | 27.27% | -0.504% |
| AER AerCap Holdings N.V. | 43,489 | $3.69M | $6.06M | - | $2.37M | 64.11% | -1.583% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 700 | $338,114 | $181,594 | - | -$156,520 | -46.29% | -10.92% |
| ALK Alaska Air Group Inc. | 6,562 | $373,663.36 | $268,746.71 | - | -$104,916.65 | -28.08% | -0.498% |
| AMAT Applied Materials, Inc. | 772 | $264,399.1 | $328,686.72 | - | $64,287.62 | 24.31% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 710 | $412,448 | $352,156.45 | - | -$60,291.55 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 64,506 | $8.8M | $16.36M | - | $7.56M | 85.98% | -1.223% |
| ANET Arista Networks, Inc. | 56,917 | $7.55M | $10.73M | - | $3.18M | 42.18% | -5.506% |
| APP AppLovin Corporation Class A Common Stock | 440 | $314,949.24 | $146,773 | - | -$168,176.24 | -53.4% | +2.968% |
| ASML ASML Holding N.V. New York Registry Shares | 3,301 | $3.86M | $5.22M | - | $1.36M | 35.21% | -6.945% |
| AVGO Broadcom Inc. | 42,575 | $8.7M | $14.67M | - | $5.98M | 68.76% | -4.785% |
| AXP American Express Company | 36,246 | $7.37M | $11.87M | - | $4.5M | 61.12% | +0.887% |
| BA Boeing Company | 2,900 | $663,674.22 | $608,884 | - | -$54,790.22 | -8.26% | -0.233% |
| BAC Bank of America Corporation | 4,472 | $196,559.91 | $265,480.28 | - | $68,920.37 | 35.06% | -5.304% |
| BAI iShares A.I. Innovation and Tech Active ETF | 632,671 | $33.35M | $27.13M | - | -$6.22M | -18.66% | -3.662% |
| BRK-B Berkshire Hathaway Inc. | 4,186 | $1.64M | $2.1M | - | $461,681.44 | 28.21% | -1.797% |
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FAQ
Which stocks have generated the highest profits for Sheila J. Lindsay?
The largest contributions to the portfolio's profits come from the following stocks: Netflix, Inc - $7.02M, Global X U.S. Infrastructure Development ETF - $5.53M, Calamos Strategic Total Return Fund - $5.29M, Adams Diversified Equity Fund, Inc - $5.2M, and Janus Henderson AAA CLO ETF - $4.49M. 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: Leidos Holdings Inc - $3.85M, PayPal Holdings Inc - $2.44M, Meta Platforms Inc Class A - $2.17M, Invesco Leisure and Entertainment ETF - $2.01M, and Liberty All Star Equity Fund - $1.89M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sheila J. Lindsay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.83M earned over time. The largest contributors to dividend income include Calamos Strategic Total Return Fund - $5.29M, Adams Diversified Equity Fund, Inc - $5.25M, Janus Henderson AAA CLO ETF - $4.08M, First Trust TCW Unconstrained Plus Bond ETF - $3.33M, and SPDR Portfolio High Yield Bond ETF - $3.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheila J. Lindsay's monthly returns?
Sheila J. Lindsay's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sheila J. Lindsay's strategy be considered aggressive or moderate?
Sheila J. Lindsay's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sheila J. Lindsay's strategy?
Sheila J. Lindsay'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.
