Grant Reeves Portfolio
Invests via CVFG LLC | Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Invests via CVFG LLC
Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Automatically Tracked
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
Investment Philosophy & Strategy
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
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:
45.48%
Gain -0.02%
Monthly
1.89%
Yearly
25.24%
Drawdown
18.15%
$926.33M
Equity
Holdings
$926.33M
Investment
$800.81M
$135.04M
Profit -$105,254.58
Realized
$9.52M
Unrealized
$125.52M
Dividends
$6.06M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$105,254.58
Win %
73%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$105,254.58
Win %
73%
This Month
Compared to last month
Gain
2.63%
Profit
$23.69M
Win %
73%
This Year
Compared to last year
Gain
-2.33%
Profit
-$21.86M
Win %
71%
KLAC KLA Corporation
+4.01%
+$5,410.99 
ANET Arista Networks, Inc.
+3.31%
+$283,584 
COP ConocoPhillips
+2.35%
+$22,198.1 
DUK Duke Energy Corporation
+1.65%
+$12,736 
LOW Lowe's Companies Inc.
+1.08%
+$10,503.84 
GLW Corning Incorporated
+0.91%
+$1,680.26 
CVX Chevron Corporation
+0.9%
+$29,949.5 
SU Suncor Energy Inc.
+0.88%
+$16,819.55 
EOG EOG Resources, Inc.
+0.83%
+$9,465.96 
META Meta Platforms Inc Class A
+0.71%
+$11,075.45 
BP BP p.l.c. Sponsored ADR
+0.65%
+$7,814.52 
TSLA Tesla, Inc.
+0.58%
+$8,798.87 
KMB Kimberly-Clark Corporation
+0.51%
+$1,109.36 
DIS The Walt Disney Company
+0.34%
+$1,464.05 
VXF Vanguard Extended Market ETF
+0.32%
+$3,260.4 
BA Boeing Company
+0.19%
+$1,071.47 
CGBL Capital Group Core Balanced ETF
+0.08%
+$4,949.43 
ABBV AbbVie Inc.
0%
$0 
AEIS Advanced Energy Industries Inc.
0%
+$0.09 
AEM Agnico Eagle Mines Limited
0%
$0 
AGX Argan Inc.
0%
$0 
ALSN Allison Transmission Holdings Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
+$0.09 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
+$0.03 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
+$0.1 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.26 
CB Chubb Limited
0%
+$0.21 
CDE Coeur Mining, Inc.
0%
$0 
CGAU Centerra Gold Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CLS Celestica Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
COHR Coherent Corp.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSTM Constellium SE
0%
$0 
CVE Cenovus Energy Inc.
0%
$0 
CVNA Carvana Co.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
DOV Dover Corporation
0%
-$0.08 
ECL Ecolab Inc.
0%
+$0.01 
EGO Eldorado Gold Corporation
0%
+$0.09 
EGAN eGain Corporation
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.08 
EMR Emerson Electric Co.
0%
-$0.08 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESLT Elbit Systems Ltd.
0%
+$0.14 
EXPD Expeditors International of Washington, Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.02 
FIX Comfort Systems USA, Inc.
0%
$0 
FTI TechnipFMC plc
0%
$0 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HSY The Hershey Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.27 
IAG Iamgold Corporation
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDR Idaho Strategic Resources, Inc.
0%
$0 
INDV Indivior Pharmaceuticals, Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.02 
ITRG Integra Resources Corp.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.01 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KALU Kaiser Aluminum Corporation
0%
-$0.07 
KGC Kinross Gold Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
-$0.07 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.65 
LMT Lockheed Martin Corporation
0%
+$0.28 
MA Mastercard Incorporated
0%
+$0.07 
MCD McDonald's Corporation
0%
$0 
MPLX MPLX LP
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.07 
MTD Mettler-Toledo International Inc.
0%
-$0.01 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NUE Nucor Corporation
0%
+$0.01 
NVT nVent Electric plc
0%
$0 
OR OR ROYALTIES INC COMMON STOCK
0%
$0 
PAHC Phibro Animal Health Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.02 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
+$0.07 
RTX RTX Corporation
0%
$0 
SANM Sanmina Corporation
0%
+$0.15 
SEZL Sezzle Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.01 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SSRM Ssr Mining Inc.
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.05 
STNG Scorpio Tankers Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
THFF First Financial Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPC Tutor Perini Corporation
0%
$0 
TSEM Tower Semiconductor Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTMI TTM Technologies, Inc.
0%
-$0.14 
UI Ubiquiti Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.14 
UNH UnitedHealth Group Incorporated
0%
+$0.05 
V Visa Inc. Class A
0%
-$0.06 
VALE Vale S.A.
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.34 
VZ Verizon Communications Inc.
0%
+$0.01 
WES Western Midstream Partners, LP
0%
$0 
WELL Welltower Inc.
0%
+$0.04 
WFC Wells Fargo & Company
0%
$0 
WLDN Willdan Group, Inc.
0%
$0 
WM Waste Management, Inc.
0%
-$0.23 
WMT Walmart Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.04 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.03 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.18 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.19 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$0.02 
IVV iShares Core S&P 500 ETF
0%
+$0.11 
IWM iShares Russell 2000 ETF
0%
-$0.05 
IXUS iShares Core International Stock ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.02 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MUST Columbia Multi-Sector Municipal Income ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$1.22 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.03 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.06 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.03 
XLI Industrial Select Sector SPDR Fund
0%
-$0.03 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
ECO Okeanis Eco Tankers Corp.
0%
$0 
CECO CECO Environmental Corp.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.12 
TEN Tsakos Energy Navigation Ltd.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TOPT iShares Top 20 U.S. Stocks ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 
GOOGL Alphabet Inc
-3.84%
-$515,226.78 
ORCL Oracle Corporation
-3.69%
-$32,673.64 
AMZN Amazon.com Inc
-2.09%
-$332,350.87 
TJX The TJX Companies, Inc.
-1.94%
-$19,733.62 
AAPL Apple Inc.
-1.09%
-$259,614.95 
UCBI United Community Banks, Inc.
-0.53%
-$1,110.93 
AUPH Aurinia Pharmaceuticals Inc.
-0.52%
-$5,480 
KR Kroger Co.
-0.41%
-$2,753.1 
LIN Linde plc
-0.39%
-$15,922.42 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$11,756.36 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$23,079.95 
TFPM Triple Flag Precious Metals Corp
-0.06%
-$399.7 
CIEN Ciena Corporation
-0.04%
-$2,341.04 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$2,420.6 
NVDA NVIDIA Corporation
-0.02%
-$6,991.4 
TRV The Travelers Companies, Inc.
0%
-$184.71 
ADP Automatic Data Processing Inc.
0%
-$7.89 
ROST Ross Stores, Inc.
0%
-$5.63 Events
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Dividends
Dividend Analysis
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| Trades 881 | Longs Won 619/881 70% | Profit Factor 5.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $808,108.02 |
| Average Win $264,491.94 | Best Trade (Aug 17) $10.39M | Sharpe Ratio -4.74 |
| Average Loss -$109,476.53 | Worst Trade (Sep 01) -$2.38M | Z-Score 15.36 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $153,277.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 77,497 | $19.55M | $23.63M | - | $4.08M | 20.85% | -1.087% |
| ABBV AbbVie Inc. | 17,137 | $3.73M | $4.25M | - | $522,400.16 | 14.02% | 0.0 |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,670 | $291,704.37 | $337,755 | - | $46,050.63 | 15.79% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,582 | $321,393.68 | $432,953.85 | - | $111,560.17 | 34.71% | -0.002% |
| AEIS Advanced Energy Industries Inc. | 9,140 | $2.95M | $2.87M | - | -$75,130.4 | -2.55% | 0.0 |
| AEM Agnico Eagle Mines Limited | 10,808 | $2.19M | $1.95M | - | -$243,180.16 | -11.08% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,323 | $726,955.08 | $712,088.52 | - | -$14,866.56 | -2.05% | 0.0 |
| AGX Argan Inc. | 16,596 | $9.04M | $9.65M | - | $607,577.38 | 6.72% | 0.0 |
| ALSN Allison Transmission Holdings Inc. | 2,554 | $275,292.22 | $318,024.08 | - | $42,731.86 | 15.52% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 27,119 | $5.53M | $12.73M | - | $7.21M | 130.4% | 0.0 |
| AMZN Amazon.com Inc | 57,105 | $11.99M | $15.55M | - | $3.56M | 29.67% | -2.093% |
| ANET Arista Networks, Inc. | 44,800 | $5.5M | $8.86M | - | $3.36M | 61.14% | +3.305% |
| ARGX argenx SE American Depositary Receipt | 8,517 | $6.22M | $7.38M | - | $1.16M | 18.6% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 707 | $250,681 | $189,369.96 | - | -$61,311.04 | -24.46% | 0.0 |
| AUPH Aurinia Pharmaceuticals Inc. | 68,500 | $1.02M | $1.05M | - | $35,417.48 | 3.48% | -0.518% |
| AVGO Broadcom Inc. | 3,082 | $926,103.2 | $1.3M | - | $375,733.6 | 40.57% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 102,480 | $4.18M | $4.19M | - | $9,223.39 | 0.22% | 0.0 |
| BA Boeing Company | 2,381 | $447,167.75 | $555,344.44 | - | $108,176.69 | 24.19% | +0.193% |
| BE Bloom Energy Corporation | 54,675 | $7.41M | $11.52M | - | $4.11M | 55.46% | 0.0 |
| BP BP p.l.c. Sponsored ADR | 27,909 | $1.03M | $1.2M | - | $173,314.44 | 16.81% | +0.653% |
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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 Grant Reeves?
The largest contributions to the portfolio's profits come from the following stocks: Bloom Energy Corporation - $3.34M, Seagate Technology Holdings plc - $2.78M, Vertiv Holdings Co - $1.12M, TTM Technologies, Inc - $1M, and Argan Inc - $920,987.75. 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: Power Solutions International, Inc - $1.47M, Ubiquiti Inc - $864,920.49, Hesai Group American Depositary Share - $628,085.19, Accenture plc Class A - $350,908.02, and McDonald's Corporation - $261,504.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Grant Reeves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.06M earned over time. The largest contributors to dividend income include SPDR MSCI ACWI ex-US ETF - $255,879.91, Okeanis Eco Tankers Corp - $229,571.25, Invesco BulletShares 2030 Corporate Bond ETF - $217,242.3, iShares iBoxx $ Investment Grade Corporate Bond ETF - $214,970.25, and iShares Currency Hedged MSCI EAFE ETF - $205,447.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Grant Reeves's monthly returns?
Grant Reeves'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 Grant Reeves's strategy be considered aggressive or moderate?
Grant Reeves'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 Grant Reeves's strategy?
Grant Reeves'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.
