Horan Wealth LLC Portfolio
Invests via Horan Wealth LLC | Managed by David I. Templeton, Mark A. Bennett, Todd A. Poellein, Todd Hibner
Invests via Horan Wealth LLC
Managed by David I. Templeton, Mark A. Bennett, Todd A. Poellein, Todd Hibner
Automatically Tracked
Company Profile
Regional independent wealth manager focusing on comprehensive financial planning and investment advisory services for affluent individuals, families and small institutions. Horan Wealth LLC offers discretionary portfolio management, retirement and tax-aware planning, estate coordination and cash-flow modeling, and typically implements multi-asset model portfolios with third-party custodians. The firm positions itself as a client-focused RIA emphasizing personalized advice, fee-based relationships and continuity for intergenerational wealth transfer.
Regional independent wealth manager focusing on comprehensive financial planning and investment advisory services for affluent individuals, families and small institutions. Horan Wealth LLC offers discretionary portfolio management, retirement and tax-aware planning, estate coordination and cash-flow modeling, and typically implements multi-asset model portfolios with third-party custodians. The firm positions itself as a client-focused RIA emphasizing personalized advice, fee-based relationships and continuity for intergenerational wealth transfer.
Investment Philosophy & Strategy
Delivers fiduciary, fee‑based wealth management with a bias toward diversified, multi‑asset model portfolios and tax‑aware, retirement‑focused planning. Capital deployment emphasizes discretionary allocation to blended active and passive strategies, risk budgeting for drawdown control, and durable income generation for intergenerational transfer. Underwriting favors liquid, low‑cost ETFs and select third‑party managers, coordinated with estate and cash‑flow planning to align horizon, liquidity needs, and tax efficiency.
Delivers fiduciary, fee‑based wealth management with a bias toward diversified, multi‑asset model portfolios and tax‑aware, retirement‑focused planning. Capital deployment emphasizes discretionary allocation to blended active and passive strategies, risk budgeting for drawdown control, and durable income generation for intergenerational transfer. Underwriting favors liquid, low‑cost ETFs and select third‑party managers, coordinated with estate and cash‑flow planning to align horizon, liquidity needs, and tax efficiency.
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:
36.38%
Gain -0.06%
Monthly
2.24%
Yearly
30.37%
Drawdown
11.25%
$1.26B
Equity
Holdings
$1.26B
Investment
$1.09B
$171.98M
Profit +$857,488.99
Realized
$4.57M
Unrealized
$167.41M
Dividends
$13.34M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
$857,488.99
Win %
69%
This Week
Compared To Last Week
Gain
0.07%
Profit
$857,488.99
Win %
69%
This Month
Compared to last month
Gain
2.2%
Profit
$27.05M
Win %
69%
This Year
Compared to last year
Gain
2.44%
Profit
$30.27M
Win %
70%
NFLX Netflix, Inc.
+2.9%
+$14,061 
RIVN Rivian Automotive, Inc.
+2.44%
+$9,317.1 
WMB The Williams Companies, Inc.
+2.06%
+$284,063.7 
MRK Merck & Co., Inc.
+1.82%
+$108,437.94 
NOC Northrop Grumman Corporation
+1.1%
+$92,996.49 
PAYX Paychex Inc.
+0.95%
+$110,221.94 
GOOGL Alphabet Inc
+0.91%
+$173,613.28 
ELV Elevance Health, Inc.
+0.89%
+$4,168.49 
ABT Abbott Laboratories
+0.75%
+$31,345.38 
WMT Walmart Inc.
+0.72%
+$65,781.72 
GPUS Hyperscale Data, Inc.
+0.71%
+$10.2 
TSLA Tesla, Inc.
+0.7%
+$4,349.32 
JPM JPMorgan Chase & Co.
+0.64%
+$81,677.23 
COST Costco Wholesale Corporation
+0.52%
+$4,091.89 
RTX RTX Corporation
+0.49%
+$9,947.35 
PLUG Plug Power Inc.
+0.23%
+$119.5 
BMY Bristol-Myers Squibb Company
+0.18%
+$2,277.84 
HRTX Heron Therapeutics Inc.
+0.16%
+$33.27 
ECG Everus Construction Group, Inc.
+0.05%
+$129.52 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$308.63 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$244.93 
STXF Strive 500 ETF
+0.04%
+$106.28 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$84.53 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$237.71 
CINF Cincinnati Financial Corporation
+0.03%
+$644.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$173.2 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$1,261.2 
AMD Advanced Micro Devices, Inc.
+0.03%
+$90.26 
ET Energy Transfer L.P.
+0.03%
+$179.03 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$316.59 
NSC Norfolk Southern Corporation
+0.02%
+$610 
SFM Sprouts Farmers Market, Inc.
+0.02%
+$1,156.72 
INTF iShares International Equity Factor ETF
+0.02%
+$132.67 
AMCR Amcor plc
+0.02%
+$922.6 
GPC Genuine Parts Company
+0.02%
+$1,629.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$386.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$452.56 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.01%
+$2,890.37 
DUK Duke Energy Corporation
+0.01%
+$112.97 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$84 
IWD iShares Russell 1000 Value ETF
+0.01%
+$206.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$184.62 
VXF Vanguard Extended Market ETF
+0.01%
+$114.42 
SO The Southern Company
+0.01%
+$53.94 
VNQ Vanguard Real Estate ETF
+0.01%
+$157.38 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$151.55 
FDVV Fidelity High Dividend ETF
+0.01%
+$18.25 
IVV iShares Core S&P 500 ETF
+0.01%
+$25,009.92 
AMGN Amgen Inc.
+0.01%
+$464.34 
APD Air Products and Chemicals, Inc.
+0.01%
+$238.68 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$588 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$2,379.78 
VTV Vanguard Value ETF
+0.01%
+$134.04 
QCOM QUALCOMM Incorporated
+0.01%
+$23.73 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$14.59 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$7,766.45 
CAT Caterpillar Inc.
+0.01%
+$122.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$72.5 
MUB iShares National Muni Bond ETF
+0.01%
+$85.38 
MCD McDonald's Corporation
0%
+$16.09 
AFG American Financial Group Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
CMCSA Comcast Corp
0%
$0 
INTC Intel Corporation
0%
$0 
LCNB Lcnb Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
SHEL Shell plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
EUSA iShares MSCI USA Equal Weighted ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
-$0.85 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
+$2.37 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
ZTWO F/M Investments 2-Year Investment Grade Corporate Bond ETF
0%
$0 
JAJL Innovator EDP ETF - 6M January/July
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
RBIL U.S. Treasury Ultra Short TIPs Fund
0%
$0 
ZMUN F/m Callable Tax-Free Municipal ETF
0%
$0 
ZHOG F/m Opportunistic Income ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GLW Corning Incorporated
-4.78%
-$12,085.9 
AMAT Applied Materials, Inc.
-3.16%
-$27,793.68 
NVDA NVIDIA Corporation
-2.86%
-$367,787.14 
KLAC KLA Corporation
-2.71%
-$12,071.76 
KDP Keurig Dr Pepper Inc.
-2.37%
-$50,216.17 
AFL Aflac Inc.
-2.14%
-$11,948.25 
LOW Lowe's Companies Inc.
-2%
-$8,220.35 
PM Philip Morris International Inc.
-1.88%
-$18,285.59 
OCSL Oaktree Specialty Lending Corporation
-1.77%
-$2,704.11 
AAPL Apple Inc.
-1.62%
-$524,709.51 
LRCX Lam Research Corporation
-1.59%
-$6,167.71 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$25,892.28 
VGT Vanguard Information Technology ETF
-0.99%
-$2,486.4 
PEP PepsiCo, Inc.
-0.93%
-$15,823.19 
DPZ Domino's Pizza Inc.
-0.88%
-$23,994.08 
SBUX Starbucks Corporation
-0.88%
-$7,878.96 
DVLT Datavault AI Inc.
-0.68%
-$94.5 
AXP American Express Company
-0.6%
-$2,537.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$6,704.12 
EFA iShares MSCI EAFE ETF
-0.5%
-$11,524.68 
AVDE Avantis International Equity ETF
-0.45%
-$178,942.26 
KR Kroger Co.
-0.44%
-$4,511 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$2,506.74 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$116,732.8 
IBM International Business Machines Corporation
-0.41%
-$5,705.54 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$28,517.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$1,596.6 
KO The Coca-Cola Company
-0.21%
-$617.95 
ZTOP F/M High Yield 100 Etf
-0.19%
-$542.82 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$265.86 
RITM Rithm Capital Corp.
-0.1%
-$292.44 
XOM Exxon Mobil Corporation
-0.06%
-$1,297.94 
ABBV AbbVie Inc.
-0.06%
-$3,840.27 
AVGO Broadcom Inc.
-0.06%
-$11,480.26 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$360 
LLY Eli Lilly and Company
-0.05%
-$556.92 
LHX L3Harris Technologies, Inc.
-0.05%
-$132.62 
META Meta Platforms Inc Class A
-0.05%
-$386.43 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$471.12 
VB Vanguard Small-Cap ETF
-0.05%
-$513.47 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$261.9 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$137.85 
GS The Goldman Sachs Group, Inc.
-0.04%
-$177.68 
MO Altria Group, Inc.
-0.04%
-$95.9 
CMI Cummins Inc.
-0.04%
-$426.84 
MA Mastercard Incorporated
-0.04%
-$150.81 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$101.78 
CTAS Cintas Corporation
-0.03%
-$1,180.67 
ITW Illinois Tool Works Inc.
-0.03%
-$3,116.6 
TJX The TJX Companies, Inc.
-0.03%
-$3,842.78 
GWW W.W. Grainger, Inc.
-0.03%
-$501.57 
IWB iShares Russell 1000 ETF
-0.03%
-$130.26 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$2,154.73 
CFG Citizens Financial Group, Inc.
-0.03%
-$3,247.4 
V Visa Inc. Class A
-0.03%
-$1,236.62 
JHMM John Hancock Multifactor Mid Cap ETF
-0.03%
-$206.16 
VFLO VictoryShares Free Cash Flow ETF
-0.03%
-$169.14 
GOOG Alphabet Inc
-0.02%
-$555.85 
USB U.S. Bancorp
-0.02%
-$1,106.76 
PANW Palo Alto Networks, Inc.
-0.02%
-$3,948.47 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$1,864.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$57.62 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$75.54 
VZ Verizon Communications Inc.
-0.02%
-$912.4 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$161.33 
CSX CSX Corporation
-0.02%
-$586.04 
MSFT Microsoft Corp.
-0.02%
-$8,928.61 
UNP Union Pacific Corporation
-0.02%
-$76.07 
IWM iShares Russell 2000 ETF
-0.02%
-$790.44 
GEV GE Vernova Inc.
-0.02%
-$563.63 
EMR Emerson Electric Co.
-0.02%
-$50.92 
PG Procter & Gamble Co
-0.02%
-$4,966.61 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$5,279.98 
CARR Carrier Global Corporation
-0.02%
-$59.78 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$36.34 
AMZN Amazon.com Inc
-0.01%
-$875.1 
USRT iShares Core U.S. REIT ETF
-0.01%
-$40.94 
VOO Vanguard S&P 500 ETF
-0.01%
-$3,493.77 
DIS The Walt Disney Company
-0.01%
-$34.66 
SHW The Sherwin-Williams Company
-0.01%
-$30.51 
WPC W. P. Carey Inc.
-0.01%
-$212.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$176.99 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$35.14 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$43.7 
IAU iShares Gold Trust
-0.01%
-$304.71 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$417 
CL Colgate-Palmolive Company
-0.01%
-$80.36 
VUG Vanguard Growth ETF
-0.01%
-$453.3 
DE Deere & Company
-0.01%
-$26.58 
FITB Fifth Third Bancorp
-0.01%
-$114.06 
CSCO Cisco Systems, Inc.
-0.01%
-$127 
GE General Electric Company
-0.01%
-$661.54 
HD The Home Depot, Inc.
-0.01%
-$874.74 
ASTS AST SpaceMobile, Inc.
-0.01%
-$12.37 
TT Trane Technologies plc
-0.01%
-$507.3 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$39.57 
CVX Chevron Corporation
-0.01%
-$181.16 
LMT Lockheed Martin Corporation
-0.01%
-$158.98 
UNH UnitedHealth Group Incorporated
-0.01%
-$13.71 
JNJ Johnson & Johnson
0%
-$478.1 
WM Waste Management, Inc.
0%
-$16.65 
NDSN Nordson Corporation
0%
-$38.32 
ETN Eaton Corporation plc
0%
-$49.51 
QQQ Invesco QQQ Trust, Series 1
0%
-$49.73 
MU Micron Technology, Inc.
0%
-$9.85 
UITB VictoryShares Core Intermediate Bond ETF
0%
-$125.22 
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF
0%
-$1.4 Events
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Dividends
Dividend Analysis
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| Trades 803 | Longs Won 542/803 67% | Profit Factor 12.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $344,272.52 | Best Trade (Aug 14) $21.06M | Sharpe Ratio -9.49 |
| Average Loss -$55,999.98 | Worst Trade (Dec 30) -$1.02M | Z-Score 13.05 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w | Expectancy $214,171.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 103,493 | $22.38M | $31.9M | - | $9.52M | 42.54% | -1.618% |
| ABBV AbbVie Inc. | 25,603 | $5.2M | $6.3M | - | $1.1M | 21.15% | -0.061% |
| ABT Abbott Laboratories | 38,698 | $5.16M | $4.2M | - | -$952,531.9 | -18.47% | +0.751% |
| AFG American Financial Group Inc. | 2,859 | $415,713.15 | $416,241.81 | - | $528.66 | 0.13% | 0.0 |
| AFL Aflac Inc. | 4,475 | $471,934 | $545,681.5 | - | $73,747.5 | 15.63% | -2.143% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,499 | $1.45M | $1.42M | - | -$30,310.88 | -2.1% | +0.005% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 33,021 | $845,409.84 | $846,328.23 | - | $918.39 | 0.11% | 0.0 |
| AMAT Applied Materials, Inc. | 1,633 | $795,253.64 | $852,621.96 | - | $57,368.32 | 7.21% | -3.157% |
| AMCR Amcor plc | 92,260 | $3.67M | $4.42M | - | $749,151.2 | 20.43% | +0.021% |
| AMD Advanced Micro Devices, Inc. | 752 | $436,952 | $363,576.97 | - | -$73,375.03 | -16.79% | +0.025% |
| AMGN Amgen Inc. | 15,478 | $4.37M | $6.36M | - | $2M | 45.72% | +0.007% |
| AMZN Amazon.com Inc | 21,872 | $4.81M | $6M | - | $1.19M | 24.72% | -0.015% |
| APD Air Products and Chemicals, Inc. | 11,940 | $3.37M | $3.62M | - | $256,124.45 | 7.61% | +0.007% |
| ASML ASML Holding N.V. New York Registry Shares | 4,704 | $3.82M | $8.19M | - | $4.37M | 114.13% | +0.007% |
| ASTS AST SpaceMobile, Inc. | 2,473 | $219,743 | $177,895.25 | - | -$41,847.75 | -19.04% | -0.007% |
| AVDE Avantis International Equity ETF | 426,053 | $34.74M | $39.85M | - | $5.11M | 14.7% | -0.447% |
| AVEM Avantis Emerging Markets Equity ETF | 291,832 | $25.38M | $26.81M | - | $1.43M | 5.63% | -0.434% |
| AVGO Broadcom Inc. | 48,848 | $13.59M | $20.88M | - | $7.29M | 53.65% | -0.055% |
| AXP American Express Company | 1,238 | $435,011.94 | $419,508.68 | - | -$15,503.26 | -3.56% | -0.601% |
| BMY Bristol-Myers Squibb Company | 18,982 | $1.01M | $1.23M | - | $224,605.85 | 22.32% | +0.185% |
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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 Horan Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: QUALCOMM Incorporated - $2.99M, iShares Core S&P 500 ETF - $1.6M, iShares Core S&P Small-Cap ETF - $1.52M, VictoryShares Core Intermediate Bond ETF - $892,558.37, and iShares Core S&P Mid-Cap ETF - $706,612.53. 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: Fiserv, Inc - $1.02M, United Parcel Service, Inc - $353,510.62, Automatic Data Processing Inc - $213,917.58, Diageo plc Sponsored ADR - $182,009.27, and Adobe Inc - $171,537.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Horan Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.34M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.6M, VictoryShares Core Intermediate Bond ETF - $892,699.26, iShares Core S&P Mid-Cap ETF - $706,612.53, Procter & Gamble Co - $642,635.98, and VictoryShares Short-Term Bond ETF - $620,156.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Horan Wealth LLC's monthly returns?
Horan Wealth LLC'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 Horan Wealth LLC's strategy be considered aggressive or moderate?
Horan Wealth LLC'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 Horan Wealth LLC's strategy?
Horan Wealth LLC'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.
