VMJ
Victor Melfa Jr. Portfolio
Invests via MELFA WEALTH MANAGEMENT Inc. | Managed by Victor Joseph Melfa Jr.
Invests via MELFA WEALTH MANAGEMENT Inc.
Managed by Victor Joseph Melfa Jr.
Automatically Tracked
Victor Melfa Jr. Profile
Victor Melfa Jr. is a seasoned entrepreneur and operating executive with extensive experience in building technology-driven businesses. He has successfully led multiple startups, particularly in the software sector, where he focuses on product innovation and market disruption. With a solid track record of identifying growth opportunities, he has been instrumental in scaling organizations through strategic partnerships and customer-focused solutions. His leadership fosters a culture of creativity and agility that is vital for navigating fast-paced markets. Melfa’s contributions position him as a relevant figure within the tech landscape, consistently shaping the dialogue around emerging trends.
Victor Melfa Jr. is a seasoned entrepreneur and operating executive with extensive experience in building technology-driven businesses. He has successfully led multiple startups, particularly in the software sector, where he focuses on product innovation and market disruption. With a solid track record of identifying growth opportunities, he has been instrumental in scaling organizations through strategic partnerships and customer-focused solutions. His leadership fosters a culture of creativity and agility that is vital for navigating fast-paced markets. Melfa’s contributions position him as a relevant figure within the tech landscape, consistently shaping the dialogue around emerging trends.
Investment Philosophy & Strategy
Identifying transformative opportunities within the technology sector is a core tenet of investment strategy for Victor Melfa Jr. His entrepreneurial spirit drives a keen focus on disruptive innovation and scalability. Leveraging operational expertise, he emphasizes strategic collaboration to unlock growth potential in emerging markets. The adaptability cultivated through leadership roles informs his ability to anticipate industry shifts while aligning investments with customer-centric solutions. This approach enables him to maintain a forward-looking perspective as he navigates complex market dynamics.
Identifying transformative opportunities within the technology sector is a core tenet of investment strategy for Victor Melfa Jr. His entrepreneurial spirit drives a keen focus on disruptive innovation and scalability. Leveraging operational expertise, he emphasizes strategic collaboration to unlock growth potential in emerging markets. The adaptability cultivated through leadership roles informs his ability to anticipate industry shifts while aligning investments with customer-centric solutions. This approach enables him to maintain a forward-looking perspective as he navigates complex market dynamics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.89%
Gain -0.8%
Monthly
0.7%
Yearly
8.78%
Drawdown
17.24%
$183.31M
Equity
Holdings
$183.31M
Investment
$150.14M
$38.36M
Profit -$1.05M
Realized
$5.18M
Unrealized
$33.18M
Dividends
$9.8M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.05M
Win %
50%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.05M
Win %
50%
This Month
Compared to last month
Gain
-1.62%
Profit
-$3.02M
Win %
50%
This Year
Compared to last year
Gain
-1.24%
Profit
-$2.3M
Win %
53%
HACK Amplify Cybersecurity ETF
+8.34%
+$18,706.8 
PLTR Palantir Technologies Inc.
+4.14%
+$39,112.92 
NFLX Netflix, Inc.
+3.87%
+$9,011.95 
GOOGL Alphabet Inc
+3.09%
+$31,820.25 
GOOG Alphabet Inc
+2.97%
+$19,830.34 
META Meta Platforms Inc Class A
+2.85%
+$78,984.33 
IBM International Business Machines Corporation
+2.73%
+$8,798.01 
MSFT Microsoft Corp.
+2.3%
+$29,952.16 
PM Philip Morris International Inc.
+1.81%
+$3,860.55 
ABBV AbbVie Inc.
+1.7%
+$6,250.68 
MRNA Moderna, Inc.
+1.62%
+$9,825.66 
VZ Verizon Communications Inc.
+1.43%
+$3,635.15 
CBU Community Bank System, Inc.
+1.18%
+$2,989.6 
V Visa Inc. Class A
+1.06%
+$3,781.88 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$2,378.04 
XBI SPDR S&P Biotech ETF
+1.02%
+$4,051.3 
CEV Eaton Vance California Municipal Income Trust
+0.73%
+$1,550.92 
VFVA Vanguard U.S. Value Factor Fund
+0.61%
+$2,040.88 
JNJ Johnson & Johnson
+0.59%
+$1,666.09 
AAPL Apple Inc.
+0.55%
+$34,058.32 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.46%
+$2,555.19 
VFQY Vanguard U.S. Quality Factor Fund
+0.42%
+$1,113.45 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.4%
+$745 
ETX Eaton Vance Municipal Income 2028 Term Trust
+0.39%
+$885.43 
MMT MFS Multimarket Income Trust
+0.23%
+$295.99 
VKQ Invesco Municipal Trust
+0.21%
+$626.86 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$876.3 
MFIC MidCap Financial Investment Corporation
+0.06%
+$68.59 
BTZ BlackRock Credit Allocation Income Trust
+0.05%
+$66.18 
NBH Neuberger Berman Municipal Fund Inc.
+0.05%
+$946.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$537.69 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 BKT
BKT
0%
$0 
AFB AllianceBernstein National Municipal Income Fund
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
WIA Western Asset Inflation-Linked Income Fund
0%
$0 VGHY
VGHY
0%
$0 
GEV GE Vernova Inc.
-8.6%
-$209,815.11 
ACP abrdn Income Credit Strategies Fund
-6.1%
-$10,045.79 
AVGO Broadcom Inc.
-4.83%
-$64,271.16 
MU Micron Technology, Inc.
-4.82%
-$35,962.66 
ORCL Oracle Corporation
-4.38%
-$9,350.18 
CAT Caterpillar Inc.
-4.17%
-$11,272.8 
NVDA NVIDIA Corporation
-2.84%
-$79,597.61 
IGI Western Asset Investment Grade Opportunity Fund
-2.81%
-$4,586.56 
NMT Nuveen Massachusetts Quality Municipal Income Fund
-2.52%
-$8,547.75 
CHY Calamos Convertible and High Income Fund
-2.47%
-$5,301.93 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$15,719.2 
PDI Pimco Dynamic Income Fund
-2.2%
-$5,172.7 
VLT Invesco High Income Trust II
-2.17%
-$15,348.69 
GE General Electric Company
-2.01%
-$60,753.36 
GOF Guggenheim Strategic Opportunities Fund
-1.96%
-$3,231 
WEA Western Asset Premier Bond Fund
-1.79%
-$3,196.99 
JPM JPMorgan Chase & Co.
-1.73%
-$15,751.15 
SLV iShares Silver Trust
-1.72%
-$3,927 
NAC Nuveen California Quality Municipal Income Fund
-1.72%
-$9,470.02 
EDF Virtus Stone Harbor Emerging Markets Income Fund
-1.66%
-$1,937.97 
HFRO Highland Opportunities and Income Fund
-1.62%
-$2,264.61 
JHS John Hancock Income Securities Trust
-1.6%
-$2,678.35 
EVV Eaton Vance Limited Duration Income Fund
-1.52%
-$13,445.46 
DHF BNY Mellon High Yield Strategies Fund
-1.52%
-$5,299.35 
EVF Eaton Vance Senior Income Trust
-1.51%
-$7,537.27 
VFMO Vanguard U.S. Momentum Factor Fund
-1.49%
-$3,457.8 
CHI Calamos Convertible Opportunities and Income Fund
-1.46%
-$2,127.42 
NHS Neuberger High Yield Strategies Fund Inc.
-1.45%
-$8,864.4 
TSLA Tesla, Inc.
-1.44%
-$5,040 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-1.44%
-$3,022.01 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-1.37%
-$5,284.3 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$3,622.52 
JPC Nuveen Preferred & Income Opportunities Fund
-1.37%
-$9,467.03 
CCIF Carlyle Credit Income Fund
-1.34%
-$1,806.41 
AVK Advent Convertible and Income Fund
-1.31%
-$2,208.32 
C Citigroup Inc.
-1.3%
-$29,745.7 
EOT Eaton Vance National Municipal Opportunities Trust
-1.29%
-$15,581.37 
AMZN Amazon.com Inc
-1.24%
-$10,233.24 
PDT John Hancock Premium Dividend Fund
-1.24%
-$3,105.12 
VVR Invesco Senior Income Trust
-1.19%
-$4,153.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$4,939.02 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$4,687.77 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$2,680.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$4,919.84 
PCF High Income Securities Fund
-1.09%
-$3,667.14 
NAD Nuveen Quality Municipal Income Fund
-1.09%
-$2,933.35 
MHF Western Asset Municipal High Income Fund
-1.07%
-$4,424.98 
PML PIMCO Municipal Income Fund II
-1.07%
-$12,126.9 
RYT Invesco S&P 500 Equal Weight ETF
-1.06%
-$5,174.98 
EVG Eaton Vance Short Duration Diversified Income Fund
-1.06%
-$2,809.62 
CIK Credit Suisse Asset Management Income Fund, Inc.
-1.04%
-$1,073.75 
MMU Western Asset Managed Municipals Fund
-1.02%
-$10,225.85 
LEO BNY Mellon Strategic Municipals, Inc.
-1.01%
-$3,620.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$23,060.36 
ISD PGIM High Yield Bond Fund, Inc.
-0.99%
-$1,930.08 
CVX Chevron Corporation
-0.98%
-$10,147.19 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$2,792.68 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.97%
-$1,707.19 
VKI Invesco Advantage Municipal Income Trust II
-0.94%
-$6,694.32 
SBI Western Asset Intermediate Bond Fund
-0.93%
-$3,207.21 
NUW Nuveen AMT-Free Municipal Value Fund
-0.93%
-$4,711.75 
SABA Saba Capital Income & Opportunities Fund II
-0.92%
-$1,265.62 
PMO Putnam Municipal Opportunities Fund
-0.92%
-$41,125.79 
DHY Credit Suisse High Yield Bond Fund
-0.89%
-$380.44 
XOM Exxon Mobil Corporation
-0.88%
-$24,446.41 
EAD Allspring Income Opportunities Fund
-0.88%
-$985.76 
JFR Nuveen Floating Rate Income Fund
-0.85%
-$6,969.23 
OIA Invesco Municipal Income Opportunities Trust
-0.85%
-$3,739 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.83%
-$3,325.92 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$4,932.91 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
-0.79%
-$1,210.77 
RA Brookfield Real Assets Income Fund Inc.
-0.78%
-$1,963.84 
MFM MFS Municipal Income Trust
-0.77%
-$17,263.16 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.74%
-$2,078.24 
JLS Nuveen Mortgage and Income Fund
-0.71%
-$2,249.28 
IQI Invesco Quality Municipal Income Trust
-0.71%
-$1,074.08 
GHY PGIM Global High Yield Fund, Inc.
-0.71%
-$2,509.12 
KTF DWS Municipal Income Trust
-0.71%
-$7,234.14 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$2,755.2 
DSU BlackRock Debt Strategies Fund Inc.
-0.7%
-$2,822.89 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.69%
-$944.32 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.68%
-$26,967.36 
PMM Putnam Managed Municipal Income Trust
-0.67%
-$3,827.16 
VBF Invesco Bond Fund
-0.66%
-$3,416.58 
NXP Nuveen Select Tax-Free Income Portfolio
-0.66%
-$8,784.36 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,154.5 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,971.6 
PIM Putnam Master Intermediate Income Trust
-0.65%
-$1,618.5 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$2,058.81 
BHK BlackRock Core Bond Trust
-0.63%
-$6,750.1 
VT Vanguard Total World Stock ETF
-0.62%
-$2,221 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.61%
-$4,014.37 
VGM Invesco Trust for Investment Grade Municipals
-0.61%
-$2,241.6 
FITB Fifth Third Bancorp
-0.59%
-$10,140 
VFL abrdn National Municipal Income Fund
-0.58%
-$1,632.6 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$18,119.22 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$19,418.42 
EFT Eaton Vance Floating-Rate Income Trust
-0.57%
-$1,191 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.57%
-$13,399.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,793.12 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$3,304.8 
PNI PIMCO New York Municipal Income Fund II
-0.54%
-$5,932.81 
VNQ Vanguard Real Estate ETF
-0.52%
-$1,271.06 
JRI Nuveen Real Asset Income and Growth Fund
-0.5%
-$724.67 
ES Eversource Energy
-0.5%
-$1,339.94 
DFAR Dimensional US Real Estate ETF
-0.49%
-$2,191.12 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.47%
-$10,032.06 
BIT BlackRock Multi-Sector Income Trust
-0.47%
-$928.78 
VTV Vanguard Value ETF
-0.46%
-$954.81 
BGT BlackRock Floating Rate Income Trust
-0.46%
-$3,609.1 
MHD BlackRock MuniHoldings Fund Inc.
-0.45%
-$18,139.05 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$2,376.32 
HIO Western Asset High Income Opportunity Fund Inc.
-0.44%
-$1,184.25 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.44%
-$7,150.5 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.43%
-$1,102.8 
DFSV Dimensional US Small Cap Value ETF
-0.43%
-$26,276.9 
DBL DoubleLine Opportunistic Credit Fund
-0.43%
-$754.2 
FDVV Fidelity High Dividend ETF
-0.42%
-$5,485.77 
PCQ PIMCO California Municipal Income Fund
-0.42%
-$6,769.84 
HIX Western Asset High Income Fund II Inc.
-0.4%
-$1,896.69 
EVN Eaton Vance Municipal Income Trust
-0.38%
-$14,198.24 
DFIV Dimensional International Value ETF
-0.38%
-$4,136.22 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$48,391.69 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$13,544.11 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$952.02 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$5,846.4 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$9,146.03 
EFR Eaton Vance Senior Floating-Rate Trust
-0.34%
-$359.59 
IVV iShares Core S&P 500 ETF
-0.33%
-$11,985.83 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.33%
-$1,962.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$47,982.55 
EIM Eaton Vance Municipal Bond Fund
-0.32%
-$4,883.37 
IWB iShares Russell 1000 ETF
-0.32%
-$1,072 
IYY iShares Dow Jones U.S. ETF
-0.31%
-$1,285.86 
VB Vanguard Small-Cap ETF
-0.31%
-$797.31 
OEF iShares S&P 100 ETF
-0.3%
-$1,111.5 
DUHP Dimensional US High Profitability ETF
-0.3%
-$712.5 
DTF DTF Tax-Free Income 2028 Trust
-0.21%
-$262.54 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.21%
-$707.4 
VMO Invesco Municipal Opportunity Trust
-0.2%
-$813.73 
MUA BlackRock MuniAssets Fund, Inc.
-0.19%
-$2,190.78 
IWM iShares Russell 2000 ETF
-0.18%
-$405.54 
VUG Vanguard Growth ETF
-0.17%
-$602.09 
NCA Nuveen California Municipal Value Fund Inc.
-0.17%
-$1,214.23 
BBN BlackRock Taxable Municipal Bond Trust
-0.16%
-$376 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$482.79 
BGB Blackstone Strategic Credit Fund
-0.13%
-$167.5 
NZF Nuveen Municipal Credit Income Fund
-0.13%
-$254.85 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.13%
-$299.08 
BTT BlackRock Municipal 2030 Target Term Trust
-0.11%
-$286.55 
JQC Nuveen Credit Strategies Income Fund
-0.11%
-$109.02 
FMN Federated Hermes Premier Municipal Income Fund
-0.1%
-$466.56 
NMAI Nuveen Multi-Asset Income Fund
-0.07%
-$273.05 
DVY iShares Select Dividend ETF
-0.04%
-$138.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$348.44 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$200.47 
IWD iShares Russell 1000 Value ETF
-0.03%
-$262.24 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$166.89 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$128.32 Events
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Dividends
Dividend Analysis
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| Trades 1696 | Longs Won 983/1696 57% | Profit Factor 6.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $177,988.25 |
| Average Win $45,642.87 | Best Trade (Aug 14) $4.81M | Sharpe Ratio -10.84 |
| Average Loss -$9,130.12 | Worst Trade (Sep 14) -$533,664.42 | Z-Score -1.89 (96.49%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $22,616.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,611 | $2.67M | $6.22M | - | $3.55M | 132.79% | +0.551% |
| ABBV AbbVie Inc. | 1,432 | $269,124.92 | $374,446.52 | - | $105,321.6 | 39.13% | +1.698% |
| ACP abrdn Income Credit Strategies Fund | 34,042 | $225,695.68 | $154,720.89 | - | -$70,974.79 | -31.45% | -6.097% |
| AFB AllianceBernstein National Municipal Income Fund | 47,652 | $499,961.17 | $488,909.52 | - | -$11,051.65 | -2.21% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,711 | $857,776.57 | $835,733.34 | - | -$22,043.23 | -2.57% | -0.042% |
| AMZN Amazon.com Inc | 3,218 | $644,077.83 | $816,084.8 | - | $172,006.97 | 26.71% | -1.238% |
| AVGO Broadcom Inc. | 3,680 | $633,627.19 | $1.27M | - | $634,224.81 | 100.09% | -4.825% |
| AVK Advent Convertible and Income Fund | 13,802 | $152,104.15 | $166,590.14 | - | $14,485.99 | 9.52% | -1.308% |
| BBN BlackRock Taxable Municipal Bond Trust | 15,040 | $268,983.95 | $228,532.8 | - | -$40,451.15 | -15.04% | -0.164% |
| BGB Blackstone Strategic Credit Fund | 11,167 | $122,055 | $125,126.23 | - | $3,071.23 | 2.52% | -0.134% |
| BGT BlackRock Floating Rate Income Trust | 72,182 | $791,145.64 | $789,671.08 | - | -$1,474.56 | -0.19% | -0.455% |
| BHK BlackRock Core Bond Trust | 122,729 | $1.24M | $1.07M | - | -$168,417.49 | -13.63% | -0.629% |
| BIT BlackRock Multi-Sector Income Trust | 16,887 | $226,117 | $196,986.85 | - | -$29,130.15 | -12.88% | -0.469% |
| BKT BKT | 370,468 | $4.55M | $4.57M | - | $23,477.51 | 0.52% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 8,555 | $625,284.36 | $609,158.77 | - | -$16,125.59 | -2.58% | -0.021% |
| BRK-B Berkshire Hathaway Inc. | 447 | $237,057.28 | $230,513.43 | - | -$6,543.85 | -2.76% | +1.042% |
| BTT BlackRock Municipal 2030 Target Term Trust | 11,462 | $238,473.15 | $254,742.95 | - | $16,269.8 | 6.82% | -0.112% |
| BTZ BlackRock Credit Allocation Income Trust | 13,236 | $133,726.14 | $128,455.38 | - | -$5,270.76 | -3.94% | +0.052% |
| C Citigroup Inc. | 16,434 | $1.04M | $2.25M | - | $1.21M | 116.61% | -1.304% |
| CAT Caterpillar Inc. | 330 | $233,824 | $258,855.3 | - | $25,031.3 | 10.71% | -4.173% |
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FAQ
Which stocks have generated the highest profits for Victor Melfa Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $1.34M, Invesco S&P 500 Equal Weight ETF - $963,050.95, Apple Inc - $775,463.35, General Electric Company - $473,862.44, and Nuveen Floating Rate Income Fund - $433,869.67. 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: Neuberger Berman California Municipal Fund Inc - $243,077.62, PIMCO New York Municipal Income Fund - $106,003.53, PIMCO Municipal Income Fund III - $80,559.12, CoreWeave, Inc - $79,940.5, and Western Asset Municipal Partners Fund Inc - $68,833.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victor Melfa Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.8M earned over time. The largest contributors to dividend income include Nuveen Floating Rate Income Fund - $416,295.89, Dimensional U.S. Core Equity 2 ETF - $403,752.89, Neuberger High Yield Strategies Fund Inc - $316,181.63, Invesco High Income Trust II - $309,945.73, and Nuveen Preferred & Income Opportunities Fund - $234,371.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victor Melfa Jr.'s monthly returns?
Victor Melfa Jr.'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 Victor Melfa Jr.'s strategy be considered aggressive or moderate?
Victor Melfa Jr.'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 Victor Melfa Jr.'s strategy?
Victor Melfa Jr.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
