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:
46.54%
Gain -0.27%
Monthly
1.07%
Yearly
13.63%
Drawdown
19.78%
$24.85M
Equity
Holdings
$24.85M
Investment
$22.37M
$95.79M
Profit -$295,449.88
Realized
$93.31M
Unrealized
$2.48M
Dividends
$15.12M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$295,449.88
Win %
55%
This Week
Compared To Last Week
Gain
-3.58%
Profit
-$923,416.17
Win %
55%
This Month
Compared to last month
Gain
-2.61%
Profit
-$666,456.53
Win %
55%
This Year
Compared to last year
Gain
-3.15%
Profit
$1.77M
Win %
57%
HONA Honeywell Aerospace Inc.
+4.2%
+$191.94 
IDXX IDEXX Laboratories, Inc.
+2.68%
+$1,524.64 
F Ford Motor Company
+2.48%
+$610 
BP BP p.l.c. Sponsored ADR
+2.48%
+$36 
STLA Stellantis N.V.
+2.3%
+$600 
LNG Cheniere Energy Inc.
+2.19%
+$329.4 
CLF Cleveland-Cliffs Inc.
+2.14%
+$1,299.5 
PEP PepsiCo, Inc.
+2.04%
+$97.12 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.92%
+$90.58 
GE General Electric Company
+1.68%
+$3,514.56 
SO The Southern Company
+1.65%
+$170.52 
JPM JPMorgan Chase & Co.
+1.6%
+$493.12 
OKE ONEOK, Inc.
+1.55%
+$36.66 
OLN Olin Corporation
+1.45%
+$225 
KO The Coca-Cola Company
+1.42%
+$1,013.94 
GD General Dynamics Corporation
+1.41%
+$176.31 
VDE Vanguard Energy ETF
+1.37%
+$5,377.95 
HD The Home Depot, Inc.
+1.37%
+$787.27 
ENPH Enphase Energy, Inc.
+1.33%
+$9.02 
YUMC Yum China Holdings Inc.
+1.28%
+$39.33 
URBN Urban Outfitters Inc.
+1.27%
+$1.11 
CQP Cheniere Energy Partners L.P.
+1.24%
+$2.31 
CBL CBL & Associates Properties, Inc.
+1.23%
+$429.6 
PGR Progressive Corporation
+1.22%
+$49.59 
XLU Utilities Select Sector SPDR Fund
+1.18%
+$2,360.33 
MNST Monster Beverage Corporation
+1.14%
+$3.09 
HWM Howmet Aerospace Inc.
+1.12%
+$1,207.85 
ET Energy Transfer L.P.
+1.11%
+$1,100 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.07%
+$15.99 
MRK Merck & Co., Inc.
+1.05%
+$24.48 
AWK American Water Works Company, Inc.
+1.02%
+$93.84 
ZTS Zoetis Inc.
+1.01%
+$3.16 
BFAM Bright Horizons Family Solutions Inc.
+0.96%
+$33.75 
RIO Rio Tinto Plc Sponsored ADR
+0.89%
+$402.5 
NKE Nike, Inc. - Class B
+0.89%
+$0.99 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$5,022.48 
DIS The Walt Disney Company
+0.86%
+$608.34 
VZ Verizon Communications Inc.
+0.86%
+$435.48 
CI The Cigna Group
+0.82%
+$17.22 
USO United States Oil Fund, LP
+0.82%
+$16.84 
AAPL Apple Inc.
+0.81%
+$3,083.01 
BWXT Bwx Technologies Inc.
+0.79%
+$384.77 
AXP American Express Company
+0.79%
+$1,155.53 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$335.34 
SPG Simon Property Group, Inc.
+0.78%
+$90.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$111.28 
SCCO Southern Copper Corporation
+0.69%
+$168.19 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.67%
+$8.19 
FITB Fifth Third Bancorp
+0.64%
+$1.28 
SUN Sunoco L.P.
+0.58%
+$23.52 
ACP abrdn Income Credit Strategies Fund
+0.57%
+$14.65 
LVS Las Vegas Sands Corp.
+0.57%
+$320.32 
KMT Kennametal Inc.
+0.55%
+$126.65 
IDOG Alps International Sector Dividend Dogs ETF
+0.54%
+$78.9 
XLF Financial Select Sector SPDR Fund
+0.53%
+$3.48 
JNJ Johnson & Johnson
+0.51%
+$10.4 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.45%
+$6.86 
WMT Walmart Inc.
+0.42%
+$50 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$33.07 
WMS Advanced Drainage Systems, Inc.
+0.38%
+$57.33 
DOW Dow Inc.
+0.37%
+$110 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.37%
+$1.65 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$1,781.25 
XAR SPDR S&P Aerospace & Defense ETF
+0.36%
+$13.6 
MS Morgan Stanley
+0.35%
+$40.96 
ISRG Intuitive Surgical, Inc.
+0.35%
+$518 
FCX Freeport-McMoRan Inc.
+0.32%
+$560.03 
VOE Vanguard Mid-Cap Value ETF
+0.32%
+$51.09 
CAT Caterpillar Inc.
+0.32%
+$25.52 
REZ iShares Residential and Multisector Real Estate ETF
+0.3%
+$16.47 
BA Boeing Company
+0.29%
+$94.5 
RPV Invesco S&P 500 Pure Value ETF
+0.26%
+$3,857.95 
SCHF Schwab International Equity ETF
+0.22%
+$564.72 
AMGN Amgen Inc.
+0.17%
+$18.25 
EZM WisdomTree U.S. MidCap Fund
+0.14%
+$0.84 
TIP iShares TIPS Bond ETF
+0.13%
+$20.02 
NVDA NVIDIA Corporation
+0.12%
+$733.59 
KIO KKR Income Opportunities Fund
+0.1%
+$1.35 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$15.01 
CME CME Group Inc.
+0.08%
+$13.34 
WELL Welltower Inc.
+0.06%
+$6.15 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$0.3 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$30.27 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$0.73 
IYC iShares U.S. Consumer Discretionary ETF
+0.04%
+$5.96 
GS The Goldman Sachs Group, Inc.
+0.04%
+$3.4 
GSY Invesco Ultra Short Duration ETF
+0.04%
+$1.24 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$69.47 
IEI iShares 3-7 Year Treasury Bond ETF
0%
+$0.46 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
CUT Invesco MSCI Global Timber ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FSSL
FSSL
0%
$0 
VVR Invesco Senior Income Trust
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 NEWS
NEWS
0%
$0 NEWS
NEWSA
0%
$0 NE
NE
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
-11.9%
-$9,431.8 
APLD Applied Digital Corporation
-9.02%
-$46 
S SentinelOne Inc.
-8.86%
-$10,350 
MSTY YieldMax MSTR Option Income Strategy ETF
-8.33%
-$1,229.36 
MSTR Strategy Inc.
-8.27%
-$9,432.54 
TWST Twist Bioscience Corporation
-8.12%
-$20,797.29 
AI C3.ai Inc.
-8.02%
-$4.87 
EOSE Eos Energy Enterprises Inc.
-7.97%
-$516.3 
MDB MongoDB Inc.
-7.69%
-$4,057.92 
PANW Palo Alto Networks, Inc.
-7.26%
-$11,639.04 
WGMI Valkyrie Bitcoin Miners ETF
-7.12%
-$4,446 
NET Cloudflare Inc.
-6.76%
-$6,560.59 
CLSK CleanSpark, Inc.
-6.68%
-$329.37 
IONQ IonQ, Inc.
-6.49%
-$15,636.76 
PLTR Palantir Technologies Inc.
-6.3%
-$18,275.61 
DDOG Datadog, Inc. Class A Common Stock
-6.24%
-$19,898.78 
QBTS D-Wave Quantum Inc.
-6.2%
-$7,776.69 
RKLB Rocket Lab Corporation
-5.86%
-$1,054.61 
PL PLANET LABS PBC
-5.37%
-$677.82 
OKLO Oklo Inc.
-4.96%
-$888.04 
NOW ServiceNow, Inc.
-4.95%
-$2,535.75 
PATH Uipath Inc.
-4.81%
-$723.03 
OWNB Bitwise Bitcoin Standard Corporations ETF
-4.68%
-$117.17 
BMNR Bitmine Immersion Technologies, Inc.
-4.56%
-$9.59 
RGTI Rigetti Computing Inc
-4.24%
-$3,852.53 
INTC Intel Corporation
-4.11%
-$15,268.5 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.83%
-$1,389.6 
U Unity Software Inc.
-3.81%
-$171.6 
AXON Axon Enterprise, Inc.
-3.73%
-$233.25 
SNAP Snap Inc.
-3.73%
-$0.24 
MU Micron Technology, Inc.
-3.71%
-$449.8 
SMR NuScale Power Corporation
-3.66%
-$336.6 
CHAT Roundhill Generative AI & Technology ETF
-3.57%
-$730.62 
AMD Advanced Micro Devices, Inc.
-3.52%
-$5,692.31 
CRSP Crispr Therapeutics AG
-3.49%
-$2,064.6 
NTAP NetApp, Inc.
-3.42%
-$6,125.73 
THNQ Robo Global Artificial Intelligence ETF
-3.33%
-$1,409.13 
RMBS Rambus Inc.
-3.26%
-$1,221.09 
BE Bloom Energy Corporation
-3.23%
-$1,699.26 
IBLC iShares Blockchain and Tech ETF
-3.2%
-$5.24 
LRCX Lam Research Corporation
-3.09%
-$2,142.5 
ARTY iShares Future AI & Tech ETF
-3.09%
-$1,381.5 
AGX Argan Inc.
-3.06%
-$1,518.75 
ANET Arista Networks, Inc.
-3.03%
-$9,216.31 
AMAT Applied Materials, Inc.
-3.01%
-$25.88 
BKSY BlackSky Technology Inc.
-2.98%
-$535.15 
DBX Dropbox Inc.
-2.9%
-$509.86 
AVGO Broadcom Inc.
-2.85%
-$8,109.74 
CRCL Circle Internet Group, Inc.
-2.84%
-$9.88 
COIN Coinbase Global, Inc.
-2.83%
-$109.2 
BIO Bio-Rad Laboratories Inc.
-2.81%
-$40.96 
DELL Dell Technologies Inc.
-2.71%
-$257 
FSK FS KKR Capital Corp.
-2.66%
-$719.91 
APP AppLovin Corporation Class A Common Stock
-2.48%
-$1,393.94 
NFLX Netflix, Inc.
-2.45%
-$1,721.26 
RIVN Rivian Automotive, Inc.
-2.42%
-$41.58 
IBKR Interactive Brokers Group Inc.
-2.38%
-$3,241.05 
BLOK Amplify Transformational Data Sharing ETF
-2.35%
-$127.3 
AIQ Global X Artificial Intelligence & Technology ETF
-2.31%
-$148 
META Meta Platforms Inc Class A
-2.21%
-$4,079.99 
SHIP Seanergy Maritime Holdings Corp.
-2.21%
-$195.09 
GFS GlobalFoundries Inc.
-2.19%
-$1,070 
PEGA Pegasystems Inc.
-2.18%
-$681.38 
MEDP Medpace Holdings Inc.
-2.16%
-$746.35 
UEC Uranium Energy Corp.
-2.02%
-$495 
IYW iShares U.S. Technology ETF
-1.96%
-$96.43 
ELF Elf Beauty Inc.
-1.94%
-$22.5 
VRT Vertiv Holdings Co
-1.91%
-$2,070.5 
MSFT Microsoft Corp.
-1.88%
-$2,806.01 
TTD The Trade Desk, Inc. Class A
-1.87%
-$50.96 
VGT Vanguard Information Technology ETF
-1.83%
-$719.04 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.83%
-$613.35 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.82%
-$27,342.09 
IWP iShares Russell Mid-Cap Growth ETF
-1.8%
-$1,244.95 
FTEC Fidelity MSCI Information Technology Index ETF
-1.74%
-$127.25 
CSCO Cisco Systems, Inc.
-1.72%
-$378.88 
ULTA Ulta Beauty Inc.
-1.68%
-$10.23 
PAYC Paycom Software, Inc.
-1.66%
-$37.71 
SMH VanEck Semiconductor ETF
-1.63%
-$245.43 
CCJ Cameco Corporation
-1.59%
-$435.6 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$207.86 
SOFI SoFi Technologies, Inc.
-1.56%
-$6.34 
GOOGL Alphabet Inc
-1.55%
-$2,188.29 
QQQM Invesco NASDAQ 100 ETF
-1.52%
-$4.56 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.49%
-$842.8 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$26,319.88 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$244.95 
HCA HCA Healthcare Inc.
-1.43%
-$173.94 
MGK Vanguard Mega Cap Growth ETF
-1.38%
-$76.2 
IT Gartner Inc.
-1.28%
-$15.87 
APH Amphenol Corporation
-1.25%
-$5,352.96 
PWR Quanta Services Inc.
-1.25%
-$1,742.51 
ALB Albemarle Corporation
-1.25%
-$367.5 
FBOT Fidelity Disruptive Automation ETF
-1.22%
-$35.67 
VOT Vanguard Mid-Cap Growth ETF
-1.2%
-$865.92 
VUG Vanguard Growth ETF
-1.19%
-$545.7 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.18%
-$90.44 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$11,585.65 
FIX Comfort Systems USA, Inc.
-1.09%
-$1,180.78 
QCOM QUALCOMM Incorporated
-1.08%
-$161.28 
TSLA Tesla, Inc.
-1.07%
-$3,582.69 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$8.56 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.02%
-$9.6 
IDRV iShares Self-Driving EV and Tech ETF
-0.96%
-$77.5 
SYM Symbotic Inc. Class A
-0.96%
-$266 
BITW Bitwise 10 Crypto Index Fund
-0.95%
-$0.51 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$3.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.94%
-$1,065.97 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-0.9%
-$4 
RVTY Revvity Inc.
-0.88%
-$4.08 
CLH Clean Harbors Inc.
-0.83%
-$2.65 
EME EMCOR Group, Inc.
-0.79%
-$1,099.16 
IBM International Business Machines Corporation
-0.79%
-$664.24 
CMG Chipotle Mexican Grill, Inc.
-0.79%
-$66 
GILD Gilead Sciences Inc.
-0.78%
-$113.46 
STXF Strive 500 ETF
-0.76%
-$42.18 
NPO EnPro Industries Inc.
-0.75%
-$424 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.73%
-$299.41 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.71%
-$6,356.58 
MPWR Monolithic Power Systems, Inc.
-0.64%
-$366.16 
AMZN Amazon.com Inc
-0.62%
-$1,335.09 
ETH Ethan Allen Interiors Inc
-0.6%
-$0.42 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$116 
VOO Vanguard S&P 500 ETF
-0.51%
-$204.06 
IWV ISHARES RUSSELL 3000 ETF
-0.5%
-$10.95 
ENSG The Ensign Group, Inc.
-0.49%
-$132.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.48%
-$203.72 
ETHE Grayscale Ethereum Trust ETF
-0.38%
-$0.3 
IYH iShares U.S. Healthcare ETF
-0.34%
-$966.5 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.32%
-$1.71 
LGI Lazard Global Total Return and Income Fund, Inc.
-0.3%
-$22.55 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.29%
-$990.34 
YUM Yum! Brands, Inc.
-0.27%
-$28.29 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.27%
-$8.87 
AOA iShares Core Aggressive Allocation ETF
-0.25%
-$74.97 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.24%
-$4.59 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.24%
-$1,856.8 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.24%
-$1,042.95 
DY Dycom Industries Inc.
-0.24%
-$56.12 
BMI Badger Meter Inc.
-0.24%
-$41.1 
KTOS Kratos Defense & Security Solutions, Inc.
-0.23%
-$50.63 
SPHY SPDR Portfolio High Yield Bond ETF
-0.22%
-$311.15 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.22%
-$24.15 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.22%
-$18.35 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.2%
-$3.15 
HALO Halozyme Therapeutics Inc.
-0.18%
-$119.33 
GLD SPDR Gold Shares
-0.15%
-$1,236.03 
GWW W.W. Grainger, Inc.
-0.15%
-$16.32 
NAC Nuveen California Quality Municipal Income Fund
-0.15%
-$156 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.14%
-$230.28 
BSX Boston Scientific Corporation
-0.14%
-$45.06 
PKB Invesco Building & Construction ETF
-0.12%
-$29.3 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.11%
-$1.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.08%
-$865.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$1.12 
FDLO Fidelity Low Volatility Factor ETF
-0.02%
-$76.62 
PHYS Sprott Physical Gold Trust
-0.02%
-$7.22 
FLR Fluor Corporation
-0.01%
-$2.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2256 | Longs Won 1291/2256 57% | Profit Factor 7.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $310,569.38 |
| Average Win $86,192.93 | Best Trade (Mar 31) $8.06M | Sharpe Ratio -9.51 |
| Average Loss -$16,047.52 | Worst Trade (Mar 31) -$962,969.76 | Z-Score -6.02 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $42,459.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.78% | 10.12% |
| Consecutive Losing Trades | 1,548 | 1,393 | 1,238 | 1,084 | 929 | 774 | 619 | 464 | 310 | 155 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,113 | $229,026.21 | $383,729.01 | - | $154,702.8 | 67.55% | +0.81% |
| ACP abrdn Income Credit Strategies Fund | 586 | $3,047 | $2,563.75 | - | -$483.25 | -15.86% | +0.575% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28 | $2,771.21 | $2,670.36 | - | -$100.85 | -3.64% | -0.042% |
| AGX Argan Inc. | 135 | $32,838.15 | $48,047.85 | - | $15,209.7 | 46.32% | -3.064% |
| AI C3.ai Inc. | 5 | $87 | $55.92 | - | -$31.08 | -35.72% | -8.018% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 323 | $8,016.81 | $7,584.04 | - | -$432.77 | -5.4% | -1.178% |
| AIQ Global X Artificial Intelligence & Technology ETF | 100 | $4,939 | $6,261 | - | $1,322 | 26.77% | -2.309% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 120 | $53,854.82 | $34,848 | - | -$19,006.82 | -35.29% | -3.835% |
| ALB Albemarle Corporation | 300 | $24,343.28 | $29,086.5 | - | $4,743.22 | 19.48% | -1.248% |
| AMAT Applied Materials, Inc. | 2 | $404.07 | $834.14 | - | $430.07 | 106.43% | -3.009% |
| AMD Advanced Micro Devices, Inc. | 288 | $111,919.63 | $156,229.92 | - | $44,310.29 | 39.59% | -3.515% |
| AMGN Amgen Inc. | 25 | $7,343.62 | $10,869 | - | $3,525.38 | 48.01% | +0.168% |
| AMZN Amazon.com Inc | 845 | $196,517.18 | $213,937.1 | - | $17,419.92 | 8.86% | -0.62% |
| ANET Arista Networks, Inc. | 1,637 | $224,928.81 | $294,578.15 | - | $69,649.34 | 30.97% | -3.034% |
| AOA iShares Core Aggressive Allocation ETF | 306 | $26,970.79 | $29,744.73 | - | $2,773.94 | 10.28% | -0.251% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 161 | $10,365.6 | $11,028.5 | - | $662.9 | 6.4% | -0.218% |
| APH Amphenol Corporation | 5,248 | $197,203.7 | $422,306.56 | - | $225,102.86 | 114.15% | -1.252% |
| APLD Applied Digital Corporation | 25 | $574 | $463.75 | - | -$110.25 | -19.21% | -9.024% |
| APP AppLovin Corporation Class A Common Stock | 201 | $43,204.48 | $54,743.35 | - | $11,538.87 | 26.71% | -2.483% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 290 | $33,495.39 | $32,933.85 | - | -$561.54 | -1.68% | -1.828% |
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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 - $6.54M. 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 - $539,238.86. 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 $15.12M 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 - $1.48M, Invesco S&P 500 Pure Value ETF - $1.22M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.07M, 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.
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