Bradley Harsch Portfolio
Invests via Strategic Advocates LLC | Managed by Bradley R. Harsch, James P. Jenkins, John R. Mickelson
Invests via Strategic Advocates LLC
Managed by Bradley R. Harsch, James P. Jenkins, John R. Mickelson
Automatically Tracked
Bradley Harsch Profile
Senior private markets investor and operator focused on growth-stage technology and consumer businesses, with experience in sourcing, diligence and portfolio value creation. Bradley Harsch is known for operating roles and investor relations work supporting capital formation, strategic M&A and board advisory, often bridging founders and institutional LPs.
Senior private markets investor and operator focused on growth-stage technology and consumer businesses, with experience in sourcing, diligence and portfolio value creation. Bradley Harsch is known for operating roles and investor relations work supporting capital formation, strategic M&A and board advisory, often bridging founders and institutional LPs.
Investment Philosophy & Strategy
Combines operator-led due diligence with growth-stage venture and private equity investing focused on technology and consumer businesses, prioritizing scalable revenue models and repeatable unit economics. Investment decisions favor founder-aligned rounds where active board involvement, operational playbooks and selective bolt-on M&A can accelerate commercial scale. Capital allocation emphasizes staged commitments tied to operational milestones, constructive governance, and LP alignment, seeking 3–7 year value creation horizons. Risk discipline centers on revenue defensibility, capital efficiency and repeatable customer acquisition; sourcing edge derives from operator networks and institutional distribution capabilities.
Combines operator-led due diligence with growth-stage venture and private equity investing focused on technology and consumer businesses, prioritizing scalable revenue models and repeatable unit economics. Investment decisions favor founder-aligned rounds where active board involvement, operational playbooks and selective bolt-on M&A can accelerate commercial scale. Capital allocation emphasizes staged commitments tied to operational milestones, constructive governance, and LP alignment, seeking 3–7 year value creation horizons. Risk discipline centers on revenue defensibility, capital efficiency and repeatable customer acquisition; sourcing edge derives from operator networks and institutional distribution capabilities.
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:
48.3%
Gain -0.11%
Monthly
1.13%
Yearly
14.44%
Drawdown
19.78%
$25.51M
Equity
Holdings
$25.51M
Investment
$22.37M
$96.45M
Profit -$119,577.1
Realized
$93.31M
Unrealized
$3.14M
Dividends
$15.05M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$119,577.1
Win %
61%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$226,324.86
Win %
61%
This Month
Compared to last month
Gain
-0.47%
Profit
-$119,577.1
Win %
61%
This Year
Compared to last year
Gain
-0.58%
Profit
$2.43M
Win %
59%
CRCL Circle Internet Group, Inc.
+5.75%
+$16.4 
PLTR Palantir Technologies Inc.
+4.66%
+$11,532.6 
MU Micron Technology, Inc.
+4.23%
+$501.02 
TSLA Tesla, Inc.
+3.8%
+$11,466.44 
INTC Intel Corporation
+3.58%
+$14,079 
OKLO Oklo Inc.
+2.92%
+$786.72 
META Meta Platforms Inc Class A
+2.79%
+$4,030.01 
MSTR Strategy Inc.
+2.39%
+$1,711.58 
ALB Albemarle Corporation
+1.67%
+$642 
CLH Clean Harbors Inc.
+1.13%
+$3.59 
QCOM QUALCOMM Incorporated
+1.05%
+$144.48 
AAPL Apple Inc.
+1%
+$3,350.13 
GOOGL Alphabet Inc
+0.82%
+$1,136.46 
PGR Progressive Corporation
+0.72%
+$28.5 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$156.31 
IWV ISHARES RUSSELL 3000 ETF
+0.62%
+$13.7 
BSX Boston Scientific Corporation
+0.53%
+$202.77 
DNA Ginkgo Bioworks Holdings Inc.
+0.42%
+$202.11 
SPG Simon Property Group, Inc.
+0.41%
+$51.87 
YUM Yum! Brands, Inc.
+0.34%
+$35.19 
VVR Invesco Senior Income Trust
+0.34%
+$4.39 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.02%
+$0.39 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.01%
+$0.04 
VDE Vanguard Energy ETF
+0.01%
+$21.11 
IDOG Alps International Sector Dividend Dogs ETF
0%
+$0.14 
AGX Argan Inc.
0%
$0 
AI C3.ai Inc.
0%
$0 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BFAM Bright Horizons Family Solutions Inc.
0%
$0 
BIO Bio-Rad Laboratories Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BITW Bitwise 10 Crypto Index Fund
0%
$0 
BKSY BlackSky Technology Inc.
0%
$0 
BMI Badger Meter Inc.
0%
$0 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CBL CBL & Associates Properties, Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CI The Cigna Group
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
CQP Cheniere Energy Partners L.P.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DBX Dropbox Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DOW Dow Inc.
0%
$0 
DY Dycom Industries Inc.
0%
$0 
ELF Elf Beauty Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
ENSG The Ensign Group, Inc.
0%
$0 
ENPH Enphase Energy, Inc.
0%
$0 
EOSE Eos Energy Enterprises Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETHE Grayscale Ethereum Trust ETF
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLR Fluor Corporation
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GFS GlobalFoundries Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IONQ IonQ, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IT Gartner Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMT Kennametal Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MDB MongoDB Inc.
0%
$0 
MEDP Medpace Holdings Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OLN Olin Corporation
0%
$0 
PATH Uipath Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYC Paycom Software, Inc.
0%
$0 
PEGA Pegasystems Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PL PLANET LABS PBC
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RMBS Rambus Inc.
0%
$0 
RVTY Revvity Inc.
0%
$0 
S SentinelOne Inc.
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SHIP Seanergy Maritime Holdings Corp.
0%
$0 
SMR NuScale Power Corporation
0%
$0 
SNAP Snap Inc.
0%
$0 
SO The Southern Company
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
STLA Stellantis N.V.
0%
$0 
SUN Sunoco L.P.
0%
$0 
SYM Symbotic Inc. Class A
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TWST Twist Bioscience Corporation
0%
$0 
U Unity Software Inc.
0%
$0 
UEC Uranium Energy Corp.
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
URBN Urban Outfitters Inc.
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.01 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
CHAT Roundhill Generative AI & Technology ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
EZM WisdomTree U.S. MidCap Fund
0%
$0 
FDLO Fidelity Low Volatility Factor ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
0%
$0 
IBLC iShares Blockchain and Tech ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYC iShares U.S. Consumer Discretionary ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
PKB Invesco Building & Construction ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.02 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
REZ iShares Residential and Multisector Real Estate ETF
0%
$0 
RPV Invesco S&P 500 Pure Value ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHQ Schwab Long-Term U.S. Treasury ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
THNQ Robo Global Artificial Intelligence ETF
0%
-$0.09 
USO United States Oil Fund, LP
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
-$0.02 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
WGMI Valkyrie Bitcoin Miners ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
MSTY YieldMax MSTR Option Income Strategy ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
0%
$0 
NAC Nuveen California Quality Municipal Income Fund
0%
$0 
TYG Tortoise Energy Infrastructure Total Return Fund
0%
$0 
ACP abrdn Income Credit Strategies Fund
0%
$0 
LGI Lazard Global Total Return and Income Fund, Inc.
0%
$0 
KIO KKR Income Opportunities Fund
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 NEWS
NEWS
0%
$0 NEWS
NEWSA
0%
$0 
STXF Strive 500 ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 NE
NE
0%
$0 
QBTS D-Wave Quantum Inc.
-21.84%
-$44,312.46 FSSL
FSSL
-10.86%
-$323.23 
CLSK CleanSpark, Inc.
-5.42%
-$347.82 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$2,873.16 
ANET Arista Networks, Inc.
-3.27%
-$11,262.56 
AMAT Applied Materials, Inc.
-2.48%
-$27.22 
APLD Applied Digital Corporation
-1.7%
-$13.25 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-1.66%
-$6.78 
NPO EnPro Industries Inc.
-1.53%
-$1,044 
HALO Halozyme Therapeutics Inc.
-1.1%
-$621.6 
BA Boeing Company
-0.38%
-$152.25 
WMT Walmart Inc.
-0.25%
-$29 
BP BP p.l.c. Sponsored ADR
-0.23%
-$3 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$6.48 
CUT Invesco MSCI Global Timber ETF
-0.01%
-$0.08 
KOMP SPDR S&P Kensho New Economies Composite ETF
0%
-$47.17 
OWNB Bitwise Bitcoin Standard Corporations ETF
0%
-$0.05 
FBOT Fidelity Disruptive Automation ETF
0%
-$0.02 
IDRV iShares Self-Driving EV and Tech ETF
0%
-$0.07 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2256 | Longs Won 1316/2256 58% | Profit Factor 7.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $310,550.68 |
| Average Win $84,881.74 | Best Trade (Mar 31) $8.06M | Sharpe Ratio -9.51 |
| Average Loss -$16,230.83 | Worst Trade (Mar 31) -$962,969.76 | Z-Score -5.77 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $42,751.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.66% | 9.36% |
| Consecutive Losing Trades | 1,572 | 1,415 | 1,258 | 1,101 | 943 | 786 | 629 | 472 | 314 | 157 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,113 | $229,026.21 | $339,754.38 | - | $110,728.17 | 48.35% | +0.996% |
| ACP abrdn Income Credit Strategies Fund | 586 | $3,047 | $3,017.9 | - | -$29.1 | -0.96% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 28 | $2,771.21 | $2,728.04 | - | -$43.17 | -1.56% | 0.0 |
| AGX Argan Inc. | 135 | $32,838.15 | $77,233.5 | - | $44,395.35 | 135.19% | 0.0 |
| AI C3.ai Inc. | 5 | $87 | $50.4 | - | -$36.6 | -42.07% | 0.0 |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 323 | $8,016.81 | $8,598.26 | - | $581.45 | 7.25% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 100 | $4,939 | $6,377 | - | $1,438 | 29.12% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 120 | $53,854.82 | $38,256 | - | -$15,598.82 | -28.96% | 0.0 |
| ALB Albemarle Corporation | 300 | $24,343.28 | $39,144 | - | $14,800.72 | 60.8% | +1.667% |
| AMAT Applied Materials, Inc. | 2 | $404.07 | $1,069.08 | - | $665.01 | 164.58% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 288 | $111,919.63 | $139,083.84 | - | $27,164.21 | 24.27% | 0.0 |
| AMGN Amgen Inc. | 25 | $7,343.62 | $10,404.5 | - | $3,060.88 | 41.68% | 0.0 |
| AMZN Amazon.com Inc | 845 | $196,517.18 | $225,851.6 | - | $29,334.42 | 14.93% | 0.0 |
| ANET Arista Networks, Inc. | 1,637 | $224,928.81 | $333,325.94 | - | $108,397.13 | 48.19% | -3.268% |
| AOA iShares Core Aggressive Allocation ETF | 306 | $26,970.79 | $30,434.76 | - | $3,463.97 | 12.84% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 161 | $10,365.6 | $11,287.71 | - | $922.11 | 8.9% | 0.0 |
| APH Amphenol Corporation | 2,624 | $197,202.33 | $222,987.53 | - | $25,785.2 | 13.08% | 0.0 |
| APLD Applied Digital Corporation | 25 | $574 | $765.5 | - | $191.5 | 33.36% | -1.701% |
| APP AppLovin Corporation Class A Common Stock | 201 | $43,204.48 | $61,055.76 | - | $17,851.28 | 41.32% | 0.0 |
| ARKQ Ark Autonomous Technology & Robotics ETF | 290 | $33,495.39 | $37,389.7 | - | $3,894.31 | 11.63% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bradley Harsch?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $11.44M, Invesco QQQ Trust, Series 1 - $7.24M, Palantir Technologies Inc - $6.87M, iShares Core MSCI Emerging Markets ETF - $6.66M, and SPDR S&P Kensho New Economies Composite ETF - $6.53M. 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: Boston Scientific Corporation - $1.03M, The Trade Desk, Inc. Class A - $774,627.82, ServiceNow, Inc - $665,997.7, Chipotle Mexican Grill, Inc - $655,578.35, and Progressive Corporation - $539,240.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley Harsch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.05M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.05M, SPDR Portfolio Long Term Corporate Bond ETF - $1.47M, Invesco S&P 500 Pure Value ETF - $1.21M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.06M, and PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley Harsch's monthly returns?
Bradley Harsch'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 Bradley Harsch's strategy be considered aggressive or moderate?
Bradley Harsch'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 Bradley Harsch's strategy?
Bradley Harsch'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.
