Gregory Bosch Portfolio
Invests via Strategies Wealth Advisors, LLC | Managed by Gregory Bosch
Invests via Strategies Wealth Advisors, LLC
Managed by Gregory Bosch
Automatically Tracked
Gregory Bosch Profile
Veteran technology investor and operator focused on growth-stage software and digital infrastructure with experience across product strategy, corporate development and venture investing. Gregory Bosch has led investments and partnerships for both corporate venture programs and early-stage funds, advising portfolio companies on go-to-market, M&A and operational scaling. Market-facing strengths include sourcing founder-led SaaS opportunities, diligence on unit economics, and board-level governance through liquidity events.
Veteran technology investor and operator focused on growth-stage software and digital infrastructure with experience across product strategy, corporate development and venture investing. Gregory Bosch has led investments and partnerships for both corporate venture programs and early-stage funds, advising portfolio companies on go-to-market, M&A and operational scaling. Market-facing strengths include sourcing founder-led SaaS opportunities, diligence on unit economics, and board-level governance through liquidity events.
Investment Philosophy & Strategy
Focuses on growth-stage software and digital infrastructure, prioritizing founder-led SaaS businesses with clear unit economics and path to scalable go-to-market. Deploys concentrated, stage-aware capital across follow-on rounds, favoring companies where operational engagement and board-level governance accelerate product-market fit and monetization. Underwrites opportunities with disciplined KPIs, predictable churn, and margin expansion potential, and prefers outcomes-driven value creation through commercialization, strategic M&A, and disciplined liquidity planning over market timing. Time horizon centers on multi-year growth to exit.
Focuses on growth-stage software and digital infrastructure, prioritizing founder-led SaaS businesses with clear unit economics and path to scalable go-to-market. Deploys concentrated, stage-aware capital across follow-on rounds, favoring companies where operational engagement and board-level governance accelerate product-market fit and monetization. Underwrites opportunities with disciplined KPIs, predictable churn, and margin expansion potential, and prefers outcomes-driven value creation through commercialization, strategic M&A, and disciplined liquidity planning over market timing. Time horizon centers on multi-year growth to exit.
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:
133.36%
Gain -0.04%
Monthly
1.28%
Yearly
16.55%
Drawdown
26.48%
$1.13B
Equity
Holdings
$1.13B
Investment
$800.29M
$360.66M
Profit -$131,610.9
Realized
$33.56M
Unrealized
$327.1M
Dividends
$58.69M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$131,610.9
Win %
77%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$7.16M
Win %
77%
This Month
Compared to last month
Gain
0.86%
Profit
$9.62M
Win %
77%
This Year
Compared to last year
Gain
0.83%
Profit
$9.3M
Win %
77%
STLA Stellantis N.V.
+3.08%
+$1,683.36 
KMI Kinder Morgan, Inc.
+2.58%
+$7,598.24 
JPM JPMorgan Chase & Co.
+2.52%
+$87,359.58 
RTX RTX Corporation
+2.49%
+$10,532.25 
CMCSA Comcast Corp
+2.3%
+$5,055.5 
LMT Lockheed Martin Corporation
+2.28%
+$7,320.42 
LOW Lowe's Companies Inc.
+1.97%
+$7,202.76 
HD The Home Depot, Inc.
+1.94%
+$7,864.88 
GE General Electric Company
+1.91%
+$18,627.21 
MCHP Microchip Technology Incorporated
+1.89%
+$6,222.74 
MBWM Mercantile Bank Corporation
+1.89%
+$12,249.6 
ROK Rockwell Automation, Inc.
+1.84%
+$12,944.82 
HBAN Huntington Bancshares Incorporated
+1.79%
+$3,285.7 
BLK BlackRock, Inc.
+1.78%
+$5,744.15 
AXP American Express Company
+1.72%
+$3,859.24 
PEG Public Service Enterprise Group Incorporated
+1.71%
+$5,923.2 
TPYP Tortoise North American Pipeline Fund
+1.71%
+$3,401.62 
ORLY O'Reilly Automotive Inc.
+1.71%
+$9,422.4 
GD General Dynamics Corporation
+1.67%
+$14,793.57 
LIN Linde plc
+1.66%
+$4,931.81 
KO The Coca-Cola Company
+1.61%
+$20,278.96 
COP ConocoPhillips
+1.58%
+$11,099.2 
DUK Duke Energy Corporation
+1.57%
+$2,954.16 
SO The Southern Company
+1.56%
+$9,433.93 
BAC Bank of America Corporation
+1.54%
+$4,006.01 
LLY Eli Lilly and Company
+1.51%
+$71,649.9 
SHLD Global X Defense Tech ETF
+1.5%
+$74,528.09 
PG Procter & Gamble Co
+1.49%
+$11,436.57 
GNTX Gentex Corporation
+1.45%
+$2,478.43 
MO Altria Group, Inc.
+1.33%
+$2,982.14 
JNJ Johnson & Johnson
+1.3%
+$8,923.5 
T AT&T Inc.
+1.28%
+$3,196.8 
VDC VANGUARD CONSUMER STAPLES ETF
+1.26%
+$7,270.18 
NEE NextEra Energy, Inc.
+1.18%
+$15,061.92 
DRI Darden Restaurants, Inc.
+1.18%
+$2,787.12 
COST Costco Wholesale Corporation
+1.17%
+$31,981.14 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$18,629.3 
DVY iShares Select Dividend ETF
+1.13%
+$2,523.9 
AAPL Apple Inc.
+1.13%
+$117,322.07 
XLF Financial Select Sector SPDR Fund
+1.12%
+$2,799.92 
XLE Energy Select Sector SPDR Fund
+1.11%
+$4,976.5 
CVX Chevron Corporation
+1.07%
+$6,648.16 
DVN Devon Energy Corporation
+1.04%
+$7,110.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.98%
+$8,788.73 
V Visa Inc. Class A
+0.98%
+$4,527.6 
DOW Dow Inc.
+0.96%
+$6,274.27 
ABBV AbbVie Inc.
+0.95%
+$3,422.35 
AMGN Amgen Inc.
+0.92%
+$4,105.42 
BA Boeing Company
+0.92%
+$3,887.16 
WMT Walmart Inc.
+0.88%
+$3,959.28 
FTCS First Trust Capital Strength ETF
+0.86%
+$3,131.4 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$227,007.08 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$4,671.36 
XOM Exxon Mobil Corporation
+0.78%
+$4,245.63 
SYK Stryker Corporation
+0.78%
+$4,436.86 
TXN Texas Instruments Inc
+0.78%
+$2,745.05 
GS The Goldman Sachs Group, Inc.
+0.78%
+$18,780.88 
IMUX Immunic, Inc.
+0.78%
+$550 
EFA iShares MSCI EAFE ETF
+0.74%
+$149,454.69 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$1,670.88 
DGRO iShares Core Dividend Growth ETF
+0.72%
+$625,109.22 
PSX Phillips 66
+0.71%
+$5,147.55 
PLD Prologis Inc.
+0.69%
+$1,919.28 
EXI iShares Global Industrials ETF
+0.69%
+$1,311.7 
VTV Vanguard Value ETF
+0.65%
+$1.05M 
PFE Pfizer Inc.
+0.65%
+$1,793.41 
MCD McDonald's Corporation
+0.62%
+$1,887.27 
PH Parker-Hannifin Corporation
+0.61%
+$2,924.14 
XAR SPDR S&P Aerospace & Defense ETF
+0.6%
+$1,192.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$990,015.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.58%
+$8,548.81 
ISRG Intuitive Surgical, Inc.
+0.58%
+$1,408.65 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.55%
+$1,099.02 
PFM Invesco Dividend Achievers ETF
+0.5%
+$6,699.78 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$107,933.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.46%
+$167,192.27 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$71,766.86 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$7,463.46 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
+0.43%
+$19,056.1 
VOOV Vanguard S&P 500 Value ETF
+0.42%
+$30,307.76 
XLI Industrial Select Sector SPDR Fund
+0.42%
+$1,782.9 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.39%
+$9,080.47 
DAL Delta Air Lines, Inc.
+0.36%
+$1,219.79 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.36%
+$16,626.69 
RDVY First Trust Rising Dividend Achievers ETF
+0.33%
+$1,128.66 
IWN iShares Russell 2000 Value ETF
+0.28%
+$1,759.14 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.24%
+$6,678.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$3,282.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$693 
VEU Vanguard FTSE All-World ex-US ETF
+0.2%
+$1,271.84 
GEV GE Vernova Inc.
+0.19%
+$5,210.69 
IWS iShares Russell Mid-Cap Value ETF
+0.19%
+$774.4 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.15%
+$8,255.16 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$681.5 
ARCC Ares Capital Corporation
+0.13%
+$463.15 
BINC iShares Flexible Income Active ETF
+0.13%
+$2,202.39 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$2,976.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$1,303.56 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$1,300.53 
JPIE JPMorgan Income ETF
+0.12%
+$3,472.86 
IAU iShares Gold Trust
+0.12%
+$1,925.01 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$3,293.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.11%
+$276.84 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$2,321.01 
FBND Fidelity Total Bond ETF
+0.1%
+$278.77 
GLD SPDR Gold Shares
+0.1%
+$1,116.69 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.09%
+$2,477.74 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$558.96 
SYSB iShares Systematic Bond ETF
+0.08%
+$397.32 
ASML ASML Holding N.V. New York Registry Shares
+0.07%
+$336.97 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.05%
+$225 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$215.62 
MUB iShares National Muni Bond ETF
+0.01%
+$157.76 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CTNM Contineum Therapeutics, Inc.
-10.51%
-$41,500 
CRWV CoreWeave, Inc.
-9.24%
-$25,616.8 
APLD Applied Digital Corporation
-7.11%
-$14,819 
CRWD CrowdStrike Holdings, Inc.
-6.74%
-$77,239.21 
PANW Palo Alto Networks, Inc.
-6.12%
-$53,930.8 
PLTR Palantir Technologies Inc.
-6.04%
-$220,546.7 
INTC Intel Corporation
-4.04%
-$8,162 
MU Micron Technology, Inc.
-3.65%
-$44,582.92 
AMD Advanced Micro Devices, Inc.
-3.6%
-$112,538.93 
LRCX Lam Research Corporation
-3.51%
-$31,586.79 
BAI iShares A.I. Innovation and Tech Active ETF
-3.47%
-$238,066.92 
CLS Celestica Inc.
-3.3%
-$9,351 
AMAT Applied Materials, Inc.
-3.02%
-$33,924 
GLW Corning Incorporated
-2.83%
-$13,583.34 
VRT Vertiv Holdings Co
-2.48%
-$24,006.32 
Q Qnity Electronics Inc.
-2.33%
-$13,899.28 
AVGO Broadcom Inc.
-2.31%
-$33,912.35 
META Meta Platforms Inc Class A
-2.27%
-$125,914.14 
MDXG MiMedx Group, Inc.
-2.22%
-$3,090.83 
NFLX Netflix, Inc.
-2.04%
-$9,848.52 
QXO Qxo Inc.
-2.01%
-$7,470.23 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$5,547.78 
CSCO Cisco Systems, Inc.
-1.85%
-$4,244.73 
IXN iShares Global Tech ETF
-1.71%
-$21,954.24 
VGT Vanguard Information Technology ETF
-1.7%
-$25,005.76 
VBK Vanguard Small-Cap Growth ETF
-1.56%
-$646,763.22 
IWP iShares Russell Mid-Cap Growth ETF
-1.56%
-$7,427.91 
GOOGL Alphabet Inc
-1.5%
-$47,301.41 
ETN Eaton Corporation plc
-1.49%
-$4,999.29 
MSFT Microsoft Corp.
-1.49%
-$115,368.53 
GOOG Alphabet Inc
-1.4%
-$22,876.36 
QQQ Invesco QQQ Trust, Series 1
-1.39%
-$33,555.09 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$15,494.53 
UNH UnitedHealth Group Incorporated
-1.32%
-$10,008.51 
IWO iShares Russell 2000 Growth ETF
-1.28%
-$7,952.04 
GNRC Generac Holdings Inc.
-1.24%
-$2,386.3 
PSEC Prospect Capital Corporation
-1.23%
-$812.64 
FV First Trust Dorsey Wright Focus 5 ETF
-1.19%
-$3,585.14 
CCJ Cameco Corporation
-1.13%
-$8,268.24 
IWF iShares Russell 1000 Growth ETF
-1.08%
-$16,287.95 
IBM International Business Machines Corporation
-1.05%
-$2,677.48 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.02%
-$5,998.5 
FDG American Century Focused Dynamic Growth ETF
-1.02%
-$8,399.08 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$2,338.88 
CEG Constellation Energy Corporation
-0.97%
-$7,764.36 
VUG Vanguard Growth ETF
-0.97%
-$1.44M 
IUSG iShares Core S&P U.S. Growth ETF
-0.9%
-$234,097.86 
VOOG Vanguard S&P 500 Growth ETF
-0.9%
-$93,821.13 
SPEM SPDR Portfolio Emerging Markets ETF
-0.87%
-$5,008.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$2,877.82 
GBTC Grayscale Bitcoin Trust ETF
-0.82%
-$3,226.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$16,101.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.78%
-$19,018.72 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.77%
-$2,053.6 
TSLA Tesla, Inc.
-0.73%
-$18,014.42 
BLCR iShares Large Cap Core ACT ETF
-0.66%
-$27,656.2 
OBDC Blue Owl Capital Corporation
-0.58%
-$1,324.92 
WU Western Union Co.
-0.56%
-$420 
MLI Mueller Industries Inc.
-0.56%
-$1,497.36 
IWM iShares Russell 2000 ETF
-0.48%
-$1,420.43 
VB Vanguard Small-Cap ETF
-0.44%
-$11,277.6 
THRO iShares U.S. Thematic Rotation Active ETF
-0.4%
-$21,880.08 
UBER Uber Technologies, Inc.
-0.39%
-$991.1 
MGC Vanguard Mega Cap ETF
-0.39%
-$3,460.2 
IWR iShares Russell Mid-Cap ETF
-0.35%
-$763.84 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$10,742.7 
PBUS Invesco MSCI USA ETF
-0.31%
-$1,148.16 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$36,669.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.3%
-$2,380.14 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$3,940.95 
AMZN Amazon.com Inc
-0.3%
-$30,510.08 
VOO Vanguard S&P 500 ETF
-0.3%
-$7,254.6 
IVV iShares Core S&P 500 ETF
-0.3%
-$13,363.06 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.29%
-$865.29 
NVDA NVIDIA Corporation
-0.29%
-$37,650.97 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.29%
-$86,315.4 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.29%
-$21,633.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$13,053.72 
CSQ Calamos Strategic Total Return Fund
-0.27%
-$987.91 
CAT Caterpillar Inc.
-0.24%
-$1,954.8 
PFLT PennantPark Floating Rate Capital Ltd.
-0.23%
-$221.55 
QUAL iShares MSCI USA Quality Factor ETF
-0.17%
-$103,890.75 
IJH iShares Core S&P Mid-Cap ETF
-0.15%
-$704.32 
VT Vanguard Total World Stock ETF
-0.14%
-$452.18 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.11%
-$353.2 
VLO Valero Energy Corporation
-0.1%
-$966.15 
INMU iShares Intermediate Muni Income Active ETF
-0.09%
-$1,337.56 
VO Vanguard Mid-Cap ETF
-0.05%
-$746.36 Events
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Dividends
Dividend Analysis
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| Trades 2004 | Longs Won 1369/2004 68% | Profit Factor 14.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $283,435.34 | Best Trade (Oct 15) $31.07M | Sharpe Ratio -10.46 |
| Average Loss -$43,095.21 | Worst Trade (Dec 31) -$3.93M | Z-Score 9.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $179,968.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,355 | $6.91M | $10.5M | - | $3.59M | 52.03% | +1.13% |
| ABBV AbbVie Inc. | 1,277 | $269,485.41 | $365,324.15 | - | $95,838.74 | 35.56% | +0.946% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,863 | $1.08M | $1.04M | - | -$42,953.53 | -3.97% | +0.126% |
| AMAT Applied Materials, Inc. | 2,610 | $1.07M | $1.09M | - | $14,100.99 | 1.31% | -3.023% |
| AMD Advanced Micro Devices, Inc. | 5,552 | $857,572.85 | $3.01M | - | $2.15M | 250.87% | -3.605% |
| AMGN Amgen Inc. | 1,024 | $292,182.71 | $448,552.14 | - | $156,369.43 | 53.52% | +0.924% |
| AMZN Amazon.com Inc | 39,624 | $8.19M | $10.06M | - | $1.88M | 22.94% | -0.302% |
| APLD Applied Digital Corporation | 10,220 | $237,196.96 | $193,566.8 | - | -$43,630.16 | -18.39% | -7.111% |
| ARCC Ares Capital Corporation | 18,526 | $343,286 | $350,975.07 | - | $7,689.07 | 2.24% | +0.132% |
| ASML ASML Holding N.V. New York Registry Shares | 293 | $238,034.72 | $485,966.87 | - | $247,932.15 | 104.16% | +0.069% |
| AVGO Broadcom Inc. | 4,255 | $943,768.12 | $1.43M | - | $487,443.68 | 51.65% | -2.315% |
| AXP American Express Company | 716 | $231,272.19 | $228,590.16 | - | -$2,682.03 | -1.16% | +1.717% |
| BA Boeing Company | 2,234 | $382,616.52 | $425,509.98 | - | $42,893.46 | 11.21% | +0.922% |
| BAC Bank of America Corporation | 5,039 | $212,354.1 | $264,522.3 | - | $52,168.2 | 24.57% | +1.538% |
| BAI iShares A.I. Innovation and Tech Active ETF | 158,184 | $6.96M | $6.62M | - | -$340,335.98 | -4.89% | -3.473% |
| BINC iShares Flexible Income Active ETF | 33,883 | $1.77M | $1.72M | - | -$51,950.8 | -2.93% | +0.128% |
| BLCR iShares Large Cap Core ACT ETF | 85,096 | $4.29M | $4.19M | - | -$95,757.48 | -2.23% | -0.656% |
| BLK BlackRock, Inc. | 288 | $295,471.14 | $328,528.8 | - | $33,057.66 | 11.19% | +1.78% |
| BND Vanguard Total Bond Market Index Fund | 33,070 | $2.42M | $2.34M | - | -$70,991.71 | -2.94% | +0.127% |
| BRK-B Berkshire Hathaway Inc. | 3,092 | $1.63M | $1.64M | - | $12,084.69 | 0.74% | +1.146% |
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FAQ
Which stocks have generated the highest profits for Gregory Bosch?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Developed World ex-US ETF - $13.44M, Vanguard Value ETF - $10.54M, iShares Core Dividend Growth ETF - $9.94M, iShares Core MSCI EAFE ETF - $8.15M, and iShares Core S&P U.S. Growth ETF - $7.35M. 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 U.S. Treasury Bond ETF - $633,919.38, Vanguard FTSE Emerging Markets ETF - $477,463.04, Vanguard Intermediate-Term Corporate Bond Fund - $469,869.62, iShares Core MSCI Emerging Markets ETF - $465,772.73, and Cohen & Steers Quality Income Realty Fund, Inc - $363,296.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory Bosch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.69M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $10.25M, Vanguard Value ETF - $9.41M, iShares Core Dividend Growth ETF - $6.25M, iShares Core MSCI EAFE ETF - $5.34M, and VANGUARD SMALL-CAP VALUE ETF - $2.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory Bosch's monthly returns?
Gregory Bosch'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 Gregory Bosch's strategy be considered aggressive or moderate?
Gregory Bosch'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 Gregory Bosch's strategy?
Gregory Bosch'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.
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