PAX Financial Group Portfolio
Invests via PAX Financial Group LLC | Managed by PAX Financial Group LLC
Invests via PAX Financial Group LLC
Managed by PAX Financial Group LLC
Automatically Tracked
Company Profile
Serving high-net-worth families and institutions across Southeast Asia, PAX Financial Group provides discretionary wealth management, financial planning, corporate advisory and fund distribution services. The firm combines private banking relationships with third-party asset selection and portfolio construction, and manages tailored multi-asset strategies alongside bespoke liability solutions. Market relevance stems from regional distribution networks and partnerships with global asset managers.
Serving high-net-worth families and institutions across Southeast Asia, PAX Financial Group provides discretionary wealth management, financial planning, corporate advisory and fund distribution services. The firm combines private banking relationships with third-party asset selection and portfolio construction, and manages tailored multi-asset strategies alongside bespoke liability solutions. Market relevance stems from regional distribution networks and partnerships with global asset managers.
Investment Philosophy & Strategy
Targets high-net-worth families and institutions across Southeast Asia with a client-centric, fiduciary-oriented investment approach that blends multi-asset core portfolios and bespoke liability-driven solutions. Emphasizes diversified core-satellite allocation, pragmatic third‑party manager selection, and tactical overlay to capture regional market opportunities. Capital allocation prioritizes downside protection and cash-flow matching while pursuing risk‑adjusted returns over medium-to-long horizons. Distribution and partnership-driven sourcing provide access to global strategies; risk governance relies on scenario stress testing, concentration limits and bespoke reporting.
Targets high-net-worth families and institutions across Southeast Asia with a client-centric, fiduciary-oriented investment approach that blends multi-asset core portfolios and bespoke liability-driven solutions. Emphasizes diversified core-satellite allocation, pragmatic third‑party manager selection, and tactical overlay to capture regional market opportunities. Capital allocation prioritizes downside protection and cash-flow matching while pursuing risk‑adjusted returns over medium-to-long horizons. Distribution and partnership-driven sourcing provide access to global strategies; risk governance relies on scenario stress testing, concentration limits and bespoke reporting.
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:
56.21%
Gain +0.58%
Monthly
0.84%
Yearly
10.63%
Drawdown
21.79%
$673.63M
Equity
Holdings
$673.63M
Investment
$548.82M
$247.39M
Profit +$2.7M
Realized
$122.58M
Unrealized
$124.81M
Dividends
$60.85M
Goals
Avg. 70.67% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 26% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$2.7M
Win %
72%
This Week
Compared To Last Week
Gain
0.4%
Profit
$2.7M
Win %
72%
This Month
Compared to last month
Gain
2.42%
Profit
$15.94M
Win %
72%
This Year
Compared to last year
Gain
0.97%
Profit
$6.5M
Win %
71%
ESSC
ESSC
+22.76%
+$284.89 
LLY Eli Lilly and Company
+4.86%
+$59,760.47 
AZN AstraZeneca PLC American Depositary Shares
+3.78%
+$14,723.52 
DIS The Walt Disney Company
+3.65%
+$16,557.5 
ANET Arista Networks, Inc.
+3.57%
+$68,952.1 
CAH Cardinal Health Inc.
+2.43%
+$5,219.92 
MCD McDonald's Corporation
+2.09%
+$5,396.02 
RTX RTX Corporation
+2.01%
+$6,093.33 
DELL Dell Technologies Inc.
+1.95%
+$12,339.37 
EG Everest Group, Ltd.
+1.57%
+$6,594.99 
RBC RBC Bearings Incorporated
+1.16%
+$3,791.67 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.07%
+$6,351.01 
HD The Home Depot, Inc.
+1.06%
+$4,763.8 
LEN Lennar Corporation
+1.02%
+$2,379.87 
GE General Electric Company
+1.02%
+$5,383.68 
AMAT Applied Materials, Inc.
+0.99%
+$3,377.46 
IBB iShares Biotechnology ETF
+0.91%
+$3,094.99 
AJG Arthur J. Gallagher & Co.
+0.87%
+$4,743.36 
SBUX Starbucks Corporation
+0.87%
+$4,817.54 
SPOT Spotify Technology S.A.
+0.85%
+$2,119.31 
DHI D.R. Horton, Inc.
+0.72%
+$2,832.84 
GS The Goldman Sachs Group, Inc.
+0.7%
+$5,387.21 PMBS
PMBS
+0.67%
+$26.72 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$3,359.25 
AAPL Apple Inc.
+0.52%
+$33,331.71 
UL Unilever PLC Sponsored American Depositary Receipt
+0.44%
+$2,221.78 
SYK Stryker Corporation
+0.32%
+$681.6 
SWKS Skyworks Solutions Inc.
+0.3%
+$3,132.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.3%
+$7,239.3 
EME EMCOR Group, Inc.
+0.28%
+$1,119.47 
MRK Merck & Co., Inc.
+0.26%
+$554.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$2,351.35 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.2%
+$4,024.9 
ACN Accenture plc Class A
+0.18%
+$690.02 
RWL Invesco S&P 500 Revenue ETF
+0.16%
+$7,368.42 
EFV iShares MSCI EAFE Value ETF
+0.16%
+$15,250.43 
INCY Incyte Corporation
+0.09%
+$475.75 
VOO Vanguard S&P 500 ETF
+0.08%
+$2,813.54 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$5,813.62 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$263.37 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$893.56 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$138.32 
BTI British American Tobacco p.l.c. ADR
+0.02%
+$40.7 
CLCG Crossmark Large Cap Growth ETF
0%
+$3.62 
ABBV AbbVie Inc.
0%
$0 
ALGN Align Technology, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CME CME Group Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRAI CRA International Inc.
0%
$0 
CRH CRH plc
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IDT IDT Corporation
0%
$0 
ILMN Illumina, Inc.
0%
$0 
INTU Intuit Inc.
0%
$0 
JKHY Jack Henry & Associates, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
SPGI S&P Global Inc.
0%
$0 
STE STERIS plc
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
IPAC iShares Core MSCI Pacific ETF
0%
$0 
ISMD Inspire Small/Mid Cap ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
-$5.71 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
PTL Inspire 500 ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
CLCV Crossmark Large Cap Value ETF
0%
-$0.99 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
-6.23%
-$612,909.1 
QQQM Invesco NASDAQ 100 ETF
-4.95%
-$260,352.43 
IWF iShares Russell 1000 Growth ETF
-4.81%
-$186,599.92 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$538,002.63 
VUG Vanguard Growth ETF
-4.37%
-$84,409.02 
AOS A. O. Smith Corporation
-4.17%
-$9,414.24 
GOOGL Alphabet Inc
-4.03%
-$176,217.04 
ESLG Eventide Large Cap Growth ETF
-3.99%
-$65,636.35 
THRO iShares U.S. Thematic Rotation Active ETF
-3.51%
-$325,013.3 
IWL iShares Russell Top 200 ETF
-3.34%
-$8,389.69 
ESUM Eventide US Market ETF
-3.33%
-$168,838.68 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$13,770.87 
ODFL Old Dominion Freight Line, Inc.
-3.27%
-$16,628.9 
ESGU iShares ESG Aware MSCI USA ETF
-3.22%
-$6,703.52 
BIBL Inspire 100 ETF
-3.2%
-$145,035 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$477,936.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-3.13%
-$976,596.4 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-2.96%
-$33,232.79 
ADM Archer-Daniels-Midland Co
-2.87%
-$6,107.43 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.84%
-$38,652.11 
NBIX Neurocrine Biosciences Inc.
-2.75%
-$12,416.87 
ACWI iShares MSCI ACWI ETF
-2.62%
-$106,608.85 
PLTR Palantir Technologies Inc.
-2.6%
-$11,759.4 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-2.46%
-$163,099.92 
FDLS Inspire Fidelis Multi Factor ETF
-2.42%
-$107,155.65 
VO Vanguard Mid-Cap ETF
-2.34%
-$121,056 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$131,169.6 
ARES Ares Management Corporation
-2.2%
-$8,050.96 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$14,842.09 
SPEM SPDR Portfolio Emerging Markets ETF
-2.1%
-$50,416.86 
TXN Texas Instruments Inc
-2.08%
-$10,342.5 
GLW Corning Incorporated
-2.06%
-$3,832.09 
VLO Valero Energy Corporation
-2.05%
-$15,273.06 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$24,612.78 
LRCX Lam Research Corporation
-1.9%
-$6,808.61 
ESIM Eventide International ETF
-1.82%
-$48,063.86 
TSLA Tesla, Inc.
-1.77%
-$21,216.44 
VTV Vanguard Value ETF
-1.75%
-$12,351.92 
ELCV Eventide High Dividend ETF
-1.68%
-$73,531.27 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$72,230.48 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$7,460.51 
WAL Western Alliance Bancorporation
-1.61%
-$8,513.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$70,283.02 
CION Cion Investment Corporation
-1.58%
-$1,104.6 
PNFP Pinnacle Financial Partners Inc.
-1.54%
-$9,016.55 
XOM Exxon Mobil Corporation
-1.51%
-$21,373.18 
HEFA iShares Currency Hedged MSCI EAFE ETF
-1.51%
-$7,496.89 
BAI iShares A.I. Innovation and Tech Active ETF
-1.49%
-$220,366.58 
WWJD Inspire International ETF
-1.42%
-$258,196.32 
IEUR iShares Core MSCI Europe ETF
-1.41%
-$29,706.6 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-1.41%
-$32,581.57 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$3,248 
LIN Linde plc
-1.29%
-$3,812.35 
CTAS Cintas Corporation
-1.29%
-$5,004.18 
WEC WEC Energy Group Inc.
-1.15%
-$3,922.38 
MSFT Microsoft Corp.
-1.09%
-$57,191.5 
ADP Automatic Data Processing Inc.
-0.99%
-$3,524.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$3,739.12 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$11,200.48 
PG Procter & Gamble Co
-0.86%
-$3,553.26 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.83%
-$13,611.18 
VB Vanguard Small-Cap ETF
-0.72%
-$25,420.88 
ORCL Oracle Corporation
-0.7%
-$2,287.83 
IAU iShares Gold Trust
-0.68%
-$18,806.84 
GTO Invesco Total Return Bond ETF
-0.63%
-$10,352.46 
CAT Caterpillar Inc.
-0.62%
-$1,135.67 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$3,963.84 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.58%
-$27,577.26 
IAGG iShares International Aggregate Bond Fund
-0.56%
-$12,246.04 
WTMF WisdomTree Managed Futures Strategy Fund
-0.53%
-$3,113.03 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$3,477.14 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.39%
-$54,390.7 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$59,786.44 
IBD Inspire Corporate Bond ETF
-0.34%
-$27,893.2 
TKO Tko Group Holdings Inc.
-0.33%
-$1,043.98 
RSG Republic Services, Inc.
-0.31%
-$755.84 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$5,563.32 
SYSB iShares Systematic Bond ETF
-0.28%
-$2,126.16 
ATO Atmos Energy Corporation
-0.26%
-$820.33 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.25%
-$6,850.5 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$80,860.12 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$59,112.5 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$5,011.23 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.19%
-$2,130.84 
IVV iShares Core S&P 500 ETF
-0.18%
-$159,540.01 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$13,559 
BLCR iShares Large Cap Core ACT ETF
-0.16%
-$16,765.84 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.16%
-$3,677.38 
MUB iShares National Muni Bond ETF
-0.11%
-$345.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$1,175.55 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.09%
-$953.02 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$329.16 
EXPD Expeditors International of Washington, Inc.
-0.04%
-$157.43 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.04%
-$260.74 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.02%
-$290.12 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$239.12 
MBB iShares MBS ETF
-0.01%
-$434.08 
EFG iShares MSCI EAFE Growth ETF
0%
-$589.09 
ISRG Intuitive Surgical, Inc.
0%
-$3.31 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4982 | Longs Won 3252/4982 65% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,989.8 |
| Average Win $95,128.73 | Best Trade (Mar 31) $7.37M | Sharpe Ratio -102.29 |
| Average Loss -$35,817.93 | Worst Trade (Mar 30) -$2.78M | Z-Score 2.56 (98.96%) |
| Commissions $0 | Avg. Trade Length 2y 1m | Expectancy $49,657.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,575 | $4.8M | $6.4M | - | $1.6M | 33.23% | +0.524% |
| ABBV AbbVie Inc. | 2,019 | $396,484.37 | $492,232.2 | - | $95,747.83 | 24.15% | 0.0 |
| ACN Accenture plc Class A | 2,300 | $697,186.25 | $392,679 | - | -$304,507.25 | -43.68% | +0.176% |
| ACWI iShares MSCI ACWI ETF | 25,383 | $2.17M | $3.97M | - | $1.8M | 83.17% | -2.615% |
| ADM Archer-Daniels-Midland Co | 2,667 | $193,864.23 | $206,905.86 | - | $13,041.63 | 6.73% | -2.867% |
| ADP Automatic Data Processing Inc. | 1,315 | $248,597.67 | $352,341.1 | - | $103,743.43 | 41.73% | -0.99% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,830 | $1.38M | $1.35M | - | -$27,661.38 | -2.01% | -0.087% |
| AJG Arthur J. Gallagher & Co. | 2,196 | $493,657.98 | $549,483.12 | - | $55,825.14 | 11.31% | +0.871% |
| ALGN Align Technology, Inc. | 2,360 | $593,424.03 | $408,917.2 | - | -$184,506.83 | -31.09% | 0.0 |
| AMAT Applied Materials, Inc. | 622 | $449,706 | $343,375.1 | - | -$106,330.9 | -23.64% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 1,155 | $670,951.02 | $598,959.92 | - | -$71,991.1 | -10.73% | 0.0 |
| AMZN Amazon.com Inc | 10,254 | $2.06M | $2.84M | - | $787,524.85 | 38.28% | 0.0 |
| ANET Arista Networks, Inc. | 10,140 | $1.12M | $2M | - | $879,949.2 | 78.51% | +3.569% |
| AOS A. O. Smith Corporation | 3,566 | $235,991.09 | $216,563.18 | - | -$19,427.91 | -8.23% | -4.166% |
| APH Amphenol Corporation | 18,742 | $624,203.84 | $1.61M | - | $981,329.59 | 157.21% | 0.0 |
| ARES Ares Management Corporation | 2,564 | $255,149.06 | $358,370.28 | - | $103,221.22 | 40.46% | -2.197% |
| ASML ASML Holding N.V. New York Registry Shares | 731 | $603,625.72 | $1.23M | - | $623,153.1 | 103.24% | -1.967% |
| ASTS AST SpaceMobile, Inc. | 5,338 | $249,444.74 | $375,314.78 | - | $125,870.04 | 50.46% | 0.0 |
| ATO Atmos Energy Corporation | 1,823 | $236,855.62 | $313,920.6 | - | $77,064.98 | 32.54% | -0.261% |
| AVEM Avantis Emerging Markets Equity ETF | 7,559 | $609,104.22 | $696,486.26 | - | $87,382.04 | 14.35% | -0.497% |
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Option values are updated at end of day.
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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 PAX Financial Group?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $29.05M, iShares ESG Aware MSCI USA ETF - $10.34M, iShares MSCI USA Quality Factor ETF - $6.88M, iShares MSCI EAFE Growth ETF - $6.6M, and iShares MSCI EAFE Value ETF - $6.57M. 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: The E.W. Scripps Company - $1.3M, Skyworks Solutions Inc - $1.08M, iShares U.S. Treasury Bond ETF - $936,756.47, iShares Core MSCI EAFE ETF - $928,969.39, and iShares Fallen Angels USD Bond ETF - $891,734.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does PAX Financial Group's portfolio generate?
The portfolio generates substantial dividend income, with a total of $60.85M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $4.6M, iShares Core S&P 500 ETF - $4.24M, iShares MSCI EAFE Value ETF - $3.56M, Inspire International ETF - $1.98M, and SPDR Portfolio Aggregate Bond ETF - $1.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are PAX Financial Group's monthly returns?
PAX Financial Group's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can PAX Financial Group's strategy be considered aggressive or moderate?
PAX Financial Group's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow PAX Financial Group's strategy?
PAX Financial Group'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.
