David T. Morgan Portfolio
Invests via High Net Worth Advisory Group LLC | Managed by David T. Morgan, Howard J. Jordan
Invests via High Net Worth Advisory Group LLC
Managed by David T. Morgan, Howard J. Jordan
Automatically Tracked
David T. Morgan Profile
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
Investment Philosophy & Strategy
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
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:
40.8%
Gain +0.08%
Monthly
0.53%
Yearly
6.59%
Drawdown
14.56%
$467.68M
Equity
Holdings
$467.68M
Investment
$343.13M
$101.9M
Profit +$891,912.31
Realized
-$22.65M
Unrealized
$124.55M
Dividends
$37.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$891,912.31
Win %
82%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$398,935.01
Win %
82%
This Month
Compared to last month
Gain
0.19%
Profit
$890,342.18
Win %
82%
This Year
Compared to last year
Gain
9.36%
Profit
$40.04M
Win %
82%
NKLR Terra Innovatum Global N.V.
+11.77%
+$5,400 
BABA Alibaba Group Holding Limited SP ADR
+4.73%
+$18,315.95 
TER Teradyne, Inc.
+3.85%
+$8,676.5 
HUBS HubSpot, Inc.
+3.8%
+$54,698.4 
ALNY Alnylam Pharmaceuticals Inc
+2.62%
+$10,515.01 
AMD Advanced Micro Devices, Inc.
+2.47%
+$17,529.74 
BLTE Belite Bio, Inc.
+2.37%
+$12,425 
ACP abrdn Income Credit Strategies Fund
+2.33%
+$1,615.08 
AVGO Broadcom Inc.
+2.27%
+$22,526.98 
MSFT Microsoft Corp.
+2.1%
+$104,004.95 
NBIS Nebius Group N.V.
+2.08%
+$20,180.56 
GEV GE Vernova Inc.
+1.91%
+$21,873.63 
GOOG Alphabet Inc
+1.87%
+$64,010.87 
GOOGL Alphabet Inc
+1.79%
+$46,834.88 
MPC Marathon Petroleum Corporation
+1.21%
+$6,041.26 
WMB The Williams Companies, Inc.
+1.12%
+$5,755.2 
AMZN Amazon.com Inc
+1.12%
+$71,502.01 
CVX Chevron Corporation
+1.07%
+$21,786.33 
NOC Northrop Grumman Corporation
+1.05%
+$2,899.28 
COP ConocoPhillips
+1.01%
+$1,763.2 
T AT&T Inc.
+0.94%
+$2,097.15 
TJX The TJX Companies, Inc.
+0.92%
+$5,119.47 
ANET Arista Networks, Inc.
+0.88%
+$3,427 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$4,546.36 
XOM Exxon Mobil Corporation
+0.77%
+$31,473.12 
V Visa Inc. Class A
+0.77%
+$6,044.5 
ABT Abbott Laboratories
+0.7%
+$25,493.97 
HIO Western Asset High Income Opportunity Fund Inc.
+0.69%
+$258.87 
MA Mastercard Incorporated
+0.69%
+$3,167.3 
RTX RTX Corporation
+0.69%
+$9,566.69 
META Meta Platforms Inc Class A
+0.68%
+$22,572.89 
FDN First Trust Dow Jones Internet Index Fund
+0.67%
+$2,265.28 
IBM International Business Machines Corporation
+0.65%
+$6,873.78 
XLE Energy Select Sector SPDR Fund
+0.63%
+$7,917.58 
DUK Duke Energy Corporation
+0.63%
+$4,523.95 
VDE Vanguard Energy ETF
+0.61%
+$3,353 
GD General Dynamics Corporation
+0.53%
+$1,172.15 
CEG Constellation Energy Corporation
+0.53%
+$1,449.81 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$12,765.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$1,143 
XLK State Street Technology Select Sector SPDR ETF
+0.43%
+$4,339.74 
MDT Medtronic plc
+0.42%
+$4,261.6 
HON Honeywell International Inc.
+0.41%
+$632.4 
VGT Vanguard Information Technology ETF
+0.41%
+$21,092.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.38%
+$25,393.28 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$2,626.56 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.36%
+$5,312.65 
QQQI Neos NASDAQ-100 High Income ETF
+0.35%
+$4,484 
GERN Geron Corporation
+0.35%
+$127.5 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.34%
+$4,909.24 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.32%
+$1,431.18 
IWF iShares Russell 1000 Growth ETF
+0.29%
+$1,081.92 
VUG Vanguard Growth ETF
+0.29%
+$22,502.76 
AVEM Avantis Emerging Markets Equity ETF
+0.25%
+$1,042.8 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$9,380.7 
KO The Coca-Cola Company
+0.21%
+$3,303.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$2,173.56 
EIM Eaton Vance Municipal Bond Fund
+0.2%
+$403.52 
OKE ONEOK, Inc.
+0.2%
+$749.55 
JGRO JPMorgan Active Growth ETF
+0.19%
+$1,728.9 
CGGR Capital Group Growth ETF
+0.19%
+$433.07 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.18%
+$1,000 
ETN Eaton Corporation plc
+0.16%
+$1,466.55 
IRM Iron Mountain Inc.
+0.16%
+$938.4 
VOT Vanguard Mid-Cap Growth ETF
+0.16%
+$2,446.35 
NVDA NVIDIA Corporation
+0.12%
+$26,573.52 
JQUA JPMorgan U.S. Quality Factor ETF
+0.11%
+$994.96 
NUV Nuveen Municipal Value Fund, Inc.
+0.11%
+$1,230 
LMT Lockheed Martin Corporation
+0.09%
+$260.1 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.08%
+$214.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$3,642.08 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.06%
+$2,107.75 
SPEM SPDR Portfolio Emerging Markets ETF
+0.06%
+$189.93 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.04%
+$119 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$237 
SPYI NEOS S&P 500 High Income ETF
+0.03%
+$1,222.98 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$50.61 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$174.85 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$237.65 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.01%
+$43.23 
JOYT JPMorgan Equity and Options Total Return ETF
+0.01%
+$68.51 
ACLX Arcellx, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-3.67%
-$9,195.26 
ORCL Oracle Corporation
-3.18%
-$8,642.63 
TFC Truist Financial Corporation
-2.93%
-$7,638.4 
SWK Stanley Black & Decker Inc.
-2.79%
-$9,374.4 
NVS Novartis AG Sponsored ADR
-2.48%
-$10,587.99 
TSLA Tesla, Inc.
-2.45%
-$65,211.88 
MRK Merck & Co., Inc.
-2.38%
-$46,253.6 
LLY Eli Lilly and Company
-2.29%
-$65,096.98 
GE General Electric Company
-2.21%
-$6,537.29 
APG Api Group Corporation
-2.06%
-$9,652.5 
LOW Lowe's Companies Inc.
-2.03%
-$15,714.45 
GWW W.W. Grainger, Inc.
-1.98%
-$16,048.63 
CAT Caterpillar Inc.
-1.92%
-$45,049.97 
FAST Fastenal Co.
-1.9%
-$7,605.08 
BA Boeing Company
-1.9%
-$8,140.3 
UNP Union Pacific Corporation
-1.84%
-$9,659.39 
NGG National Grid plc Sponsored ADR
-1.76%
-$4,749.32 
SYRE Spyre Therapeutics, Inc.
-1.76%
-$10,572 
ITW Illinois Tool Works Inc.
-1.75%
-$5,649.04 
HD The Home Depot, Inc.
-1.72%
-$58,247.53 
AAPL Apple Inc.
-1.71%
-$293,057.24 
BLK BlackRock, Inc.
-1.63%
-$4,204.79 
CSX CSX Corporation
-1.58%
-$8,417.6 
XBI SPDR S&P Biotech ETF
-1.56%
-$4,368 
WMT Walmart Inc.
-1.54%
-$43,046.08 
PEP PepsiCo, Inc.
-1.47%
-$52,562.42 
WFC Wells Fargo & Company
-1.46%
-$6,699.52 
DIS The Walt Disney Company
-1.43%
-$6,419 
GUG Guggenheim Active Allocation Fund
-1.41%
-$2,887.65 
JNJ Johnson & Johnson
-1.3%
-$23,842.7 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$5,453.7 
IBB iShares Biotechnology ETF
-1.23%
-$3,159 
BAC Bank of America Corporation
-1.23%
-$17,343.86 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$13,282 
RYLD Global X Russell 2000 Covered Call ETF
-1.11%
-$12,706.02 
MCO Moody's Corporation
-1.07%
-$9,535.2 
UMBF UMB Financial Corporation
-1.01%
-$4,132.95 
IAT iShares U.S. Regional Banks ETF
-1%
-$5,895.3 
VHT Vanguard Health Care ETF
-0.96%
-$17,023.6 
PH Parker-Hannifin Corporation
-0.96%
-$42,903.16 
NEE NextEra Energy, Inc.
-0.94%
-$3,925.07 
CAH Cardinal Health Inc.
-0.92%
-$3,971 
UNH UnitedHealth Group Incorporated
-0.91%
-$6,753.15 
CYTK Cytokinetics, Incorporated
-0.9%
-$3,600 
KR Kroger Co.
-0.88%
-$1,560 
VIS Vanguard Industrials ETF
-0.83%
-$6,023.12 
AEP American Electric Power Company, Inc.
-0.8%
-$5,303.18 
BMY Bristol-Myers Squibb Company
-0.79%
-$1,920.96 
JPM JPMorgan Chase & Co.
-0.79%
-$25,284.55 
PG Procter & Gamble Co
-0.75%
-$12,337.34 
ZTS Zoetis Inc.
-0.7%
-$929.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$9,079.7 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.68%
-$38,151.75 
ARGX argenx SE American Depositary Receipt
-0.66%
-$2,827.49 
WPC W. P. Carey Inc.
-0.65%
-$1,866.15 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,937.44 
EFA iShares MSCI EAFE ETF
-0.63%
-$7,962.5 
AVDE Avantis International Equity ETF
-0.6%
-$2,473.2 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.6%
-$5,812.15 
FDVV Fidelity High Dividend ETF
-0.6%
-$7,210.87 
MDY SPDR S&P MidCap 400 ETF Trust
-0.6%
-$2,292.05 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$33,112.2 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$30,235.65 
SPLV Invesco S&P 500 Low Volatility ETF
-0.58%
-$15,318.24 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$23,360.37 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$105,992.79 
TT Trane Technologies plc
-0.57%
-$6,976.8 
QCOM QUALCOMM Incorporated
-0.57%
-$3,914.39 
IYF iShares U.S. Financials ETF
-0.56%
-$1,887.5 
ABBV AbbVie Inc.
-0.56%
-$64,753.43 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.56%
-$1,713.25 
SDY SPDR S&P Dividend ETF
-0.56%
-$7,592.1 
SO The Southern Company
-0.56%
-$8,413.22 
ITA iShares U.S. Aerospace & Defense ETF
-0.55%
-$2,937.51 
DVY iShares Select Dividend ETF
-0.55%
-$19,395.66 
DGRO iShares Core Dividend Growth ETF
-0.54%
-$7,937.7 
AOA iShares Core Aggressive Allocation ETF
-0.53%
-$5,508 
PM Philip Morris International Inc.
-0.53%
-$8,084.44 
AMGN Amgen Inc.
-0.52%
-$28,972.8 
GILD Gilead Sciences Inc.
-0.51%
-$2,612.34 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$2,962.5 
IJS iShares S&P Small-Cap 600 Value ETF
-0.5%
-$5,451 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$1,690.72 
IDU iShares U.S. Utilities ETF
-0.5%
-$3,680 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$38,578.98 
CSCO Cisco Systems, Inc.
-0.5%
-$7,594.62 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.5%
-$1,191.19 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.49%
-$7,792.41 
BKLN Invesco Senior Loan ETF
-0.49%
-$3,450 
MGV Vanguard Mega Cap Value ETF
-0.45%
-$6,477.56 
VB Vanguard Small-Cap ETF
-0.45%
-$8,286.5 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$9,335.96 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.42%
-$2,084.46 
VTV Vanguard Value ETF
-0.42%
-$14,028.55 
ICF iShares Cohen & Steers Realty Majors ETF
-0.42%
-$1,121 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.39%
-$1,193.15 
VYM Vanguard High Dividend Yield ETF
-0.38%
-$63,442.44 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.36%
-$1,552.5 
IWD iShares Russell 1000 Value ETF
-0.36%
-$952.3 
IYRI Neos Real Estate High Income ETF
-0.36%
-$2,915.46 
GCOW Pacer Global Cash Cows Dividend ETF
-0.35%
-$2,889.28 
HDV iShares Core High Dividend ETF
-0.35%
-$11,279 
VTWG Vanguard Russell 2000 Growth ETF
-0.35%
-$1,212.5 
IWMI Neos Russell 2000 High Income ETF
-0.34%
-$5,606.64 
IWM iShares Russell 2000 ETF
-0.32%
-$1,311.79 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.31%
-$292.12 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.31%
-$1,327.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$3,252 
COST Costco Wholesale Corporation
-0.3%
-$7,247.63 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$3,057.59 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$3,057.11 
AVK Advent Convertible and Income Fund
-0.28%
-$482.82 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.27%
-$665.55 
VO Vanguard Mid-Cap ETF
-0.27%
-$9,409.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$1,139.5 
APH Amphenol Corporation
-0.26%
-$1,076.77 
AOK iShares Core Conservative Allocation ETF
-0.26%
-$5,943 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.26%
-$918.48 
MCD McDonald's Corporation
-0.25%
-$1,086.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$34,142.22 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.25%
-$2,975 
JEPI JPMorgan Equity Premium Income Fund
-0.25%
-$22,961.69 
GLD SPDR Gold Shares
-0.22%
-$3,594.78 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.22%
-$661.5 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.21%
-$3,318 
IAU iShares Gold Trust
-0.21%
-$532.64 
CGDV Capital Group Dividend Value ETF
-0.2%
-$4,527.7 
TGT Target Corporation
-0.19%
-$580.34 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$4,560.24 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$737.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.17%
-$3,933.12 
GLW Corning Incorporated
-0.17%
-$1,201.2 
MUB iShares National Muni Bond ETF
-0.16%
-$945.35 
FMB First Trust Managed Municipal Fund
-0.14%
-$1,038.81 
SPHQ Invesco S&P 500 Quality ETF
-0.14%
-$7,297.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$6,541.22 
FMHI First Trust Municipal High Income Fund
-0.14%
-$1,455.93 
WM Waste Management, Inc.
-0.09%
-$1,148.84 
EQIX Equinix, Inc.
-0.09%
-$187.2 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$434.93 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$158.62 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$700 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$341.16 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$194.38 
CGBL Capital Group Core Balanced ETF
-0.07%
-$7,924.62 
VZ Verizon Communications Inc.
-0.06%
-$282.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$3,111.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$87.5 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$3,148.02 
RJF Raymond James Financial Inc.
-0.04%
-$863.03 
VOO Vanguard S&P 500 ETF
-0.03%
-$8,674.47 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.02%
-$200 
SHYD VanEck Short High Yield Municipal Fund
-0.02%
-$500 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$180 
GPIX S&P 500 Core Premium Income Fund
-0.02%
-$413.68 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$35 
IVV iShares Core S&P 500 ETF
-0.01%
-$70.03 
MO Altria Group, Inc.
-0.01%
-$45.49 Events
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Dividends
Dividend Analysis
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| Trades 4897 | Longs Won 1942/4897 39% | Profit Factor 3.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $311,331.75 |
| Average Win $77,135.88 | Best Trade (Jul 22) $15.73M | Sharpe Ratio -15.47 |
| Average Loss -$16,209.47 | Worst Trade (Jul 24) -$2.67M | Z-Score -4.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $20,808.44 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for David T. Morgan?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $2.55M, JPMorgan Nasdaq Equity Premium Income ETF - $1.85M, Eli Lilly and Company - $1.65M, iShares Core U.S. Aggregate Bond ETF - $1.62M, and Vanguard High Dividend Yield ETF - $1.4M. 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: HubSpot, Inc - $2.09M, Pfizer Inc - $1.12M, Vanguard STAR Fund - $948,072.77, Meta Platforms Inc Class A - $845,973.05, and Nuveen High Yield Municipal Bond Fund Class I - $568,738.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David T. Morgan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.03M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.68M, JPMorgan Nasdaq Equity Premium Income ETF - $1.76M, iShares Core U.S. Aggregate Bond ETF - $1.73M, Vanguard High Dividend Yield ETF - $1.28M, and Vanguard S&P 500 ETF - $1.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David T. Morgan's monthly returns?
David T. Morgan's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David T. Morgan's strategy be considered aggressive or moderate?
David T. Morgan'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 David T. Morgan's strategy?
David T. Morgan'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.
