Proactive Wealth Strategies LLC Portfolio
Invests via Proactive Wealth Strategies LLC | Managed by Craig Seligman, Akbar Kassam
Invests via Proactive Wealth Strategies LLC
Managed by Craig Seligman, Akbar Kassam
Automatically Tracked
Company Profile
Delivers financial planning, discretionary portfolio management and retirement solutions for advisors and affluent households, deploying multi-asset strategies across taxable and tax-advantaged accounts. Proactive Wealth Strategies LLC combines strategic asset allocation, risk-managed equity exposure and fixed-income laddering with model-portfolios for RIAs and family offices. Capital is typically allocated to liquid public markets with selective alternatives exposure for diversification; revenue derives from AUM fees and advisory retainers.
Delivers financial planning, discretionary portfolio management and retirement solutions for advisors and affluent households, deploying multi-asset strategies across taxable and tax-advantaged accounts. Proactive Wealth Strategies LLC combines strategic asset allocation, risk-managed equity exposure and fixed-income laddering with model-portfolios for RIAs and family offices. Capital is typically allocated to liquid public markets with selective alternatives exposure for diversification; revenue derives from AUM fees and advisory retainers.
Investment Philosophy & Strategy
Focuses on delivering diversified, tax-aware multi-asset solutions for advisors and affluent households, blending strategic asset allocation with tactical risk management. Capital allocation favors liquid public markets supplemented by selective, low-correlation alternatives and fixed-income laddering to manage income and duration risk. Emphasizes model-driven portfolios, tax efficiency across account types, disciplined rebalancing and fee-aware implementation to preserve wealth over multi-year horizons while aligning with RIA and family office liability profiles.
Focuses on delivering diversified, tax-aware multi-asset solutions for advisors and affluent households, blending strategic asset allocation with tactical risk management. Capital allocation favors liquid public markets supplemented by selective, low-correlation alternatives and fixed-income laddering to manage income and duration risk. Emphasizes model-driven portfolios, tax efficiency across account types, disciplined rebalancing and fee-aware implementation to preserve wealth over multi-year horizons while aligning with RIA and family office liability profiles.
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:
51.11%
Gain +0.54%
Monthly
1.81%
Yearly
24.02%
Drawdown
19.58%
$642.04M
Equity
Holdings
$642.04M
Investment
$527.51M
$116.44M
Profit +$1.98M
Realized
$1.9M
Unrealized
$114.53M
Dividends
$6.59M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.98M
Win %
73%
This Week
Compared To Last Week
Gain
0.31%
Profit
$1.98M
Win %
73%
This Month
Compared to last month
Gain
3.92%
Profit
$24.24M
Win %
73%
This Year
Compared to last year
Gain
3.33%
Profit
$20.84M
Win %
73%
CRDF Cardiff Oncology Inc.
+4.04%
+$800 
ISRG Intuitive Surgical, Inc.
+3.85%
+$31,704.32 
MDT Medtronic plc
+2.58%
+$107,592.75 
NOW ServiceNow, Inc.
+2.05%
+$11,468.8 
ANET Arista Networks, Inc.
+1.51%
+$62,067.3 
SNOW Snowflake Inc.
+1.27%
+$19,652.33 
GLD SPDR Gold Shares
+1.02%
+$5,527.06 
GOOGL Alphabet Inc
+0.91%
+$106,298.97 
WMT Walmart Inc.
+0.72%
+$48,766.86 
TSLA Tesla, Inc.
+0.7%
+$20,424.09 
JPM JPMorgan Chase & Co.
+0.64%
+$1,707.05 
EVGO EVgo, Inc.
+0.62%
+$100 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.59%
+$3,453.1 
COST Costco Wholesale Corporation
+0.52%
+$3,165.05 
WINN Harbor Long-Term Growers ETF
+0.26%
+$19,871.24 
FFA First Trust Enhanced Equity Income Fund
+0.15%
+$416.26 
F Ford Motor Company
+0.14%
+$415.48 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$6,918.48 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$3,648.12 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$10,895.58 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.08%
+$623.08 
MISL First Trust Indxx Aerospace & Defense ETF
+0.06%
+$5,455.44 
GSK GSK plc Sponsored ADR
+0.06%
+$202.26 
FXL First Trust Technology AlphaDEX Fund
+0.05%
+$3,257.84 
PSLV Sprott Physical Silver Trust
+0.05%
+$5,695 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.04%
+$171.15 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$150.52 
ILCV iShares Morningstar Value ETF
+0.04%
+$334.12 
FIW First Trust Water ETF
+0.04%
+$173.72 
FTGS First Trust Growth Strength ETF
+0.03%
+$1,233.77 
AXP American Express Company
+0.03%
+$67.32 
AMD Advanced Micro Devices, Inc.
+0.03%
+$1,210.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$65.97 
IONQ IonQ, Inc.
+0.02%
+$63.6 
MAR Marriott International Inc. - Class A
+0.02%
+$366.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$84.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$218.31 
IWD iShares Russell 1000 Value ETF
+0.01%
+$81.36 
SO The Southern Company
+0.01%
+$38.48 
FDVV Fidelity High Dividend ETF
+0.01%
+$18.22 
ILCG iShares Morningstar Growth ETF
+0.01%
+$165.08 
IVV iShares Core S&P 500 ETF
+0.01%
+$151.32 
AMGN Amgen Inc.
+0.01%
+$215.79 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$14.5 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$42.08 
VTV Vanguard Value ETF
+0.01%
+$116.4 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$14.7 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$132.9 
CAT Caterpillar Inc.
+0.01%
+$58.53 
VMC Vulcan Materials Company
0%
+$280.64 
FAB First Trust Multi-Cap Value Fund
0%
+$73.05 
IVE ISHARES S&P 500 VALUE ETF
0%
+$12.53 
MDIV FT Multi-Asset Diversified Income Fund
0%
+$25.96 
MCD McDonald's Corporation
0%
+$4.08 
FNY First Trust Mid Cap Growth Fund
0%
+$15.23 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$77.18 
FPX First Trust US Equity Opportunities ETF
0%
+$153.76 
HAPI Harbor Human Capital Factor US Large Cap ETF
0%
+$23.53 
DKS Dick's Sporting Goods, Inc.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
INTC Intel Corporation
0%
$0 
KEY KeyCorp
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FAD First Trust Multi Cap Growth Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FCEF First Trust Income Opportunities ETF
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FRTY Alger Mid Cap 40 ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
FYC First Trust Small Cap Growth Fund
0%
$0 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
+$0.6 
FYT First Trust Small Cap Value Fund
0%
$0 
FXO First Trust Financials AlphaDEX Fund
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HISF First Trust High Income Strategic Focus Fund
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
KNGZ FT S&P 500 Dividend Aristocrats ETF
0%
+$1.15 
LDSF First Trust Low Duration Opportunities ETF
0%
$0 
LALT First Trust Multi-Strategy Alternative ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
+$1.78 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
NXTG First Trust Indxx NextG ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
OSEA Harbor International Compounders ETF
0%
$0 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
0%
$0 
PTLC Pacer Trendpilot US Large Cap ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
$0 
PTNQ Pacer Trendpilot 100 ETF
0%
-$7.13 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
0%
-$4.34 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RWJ Invesco S&P SmallCap 600 Revenue ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
UTWO U.S. Treasury 2-Year Note ETF
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
LRGG Macquarie Focused Large Growth ETF
0%
-$9.53 
AGIX KraneShares AI and Tech ETF
0%
$0 
EMEQ Macquarie Focused Emerging Markets Equity ETF
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CARZ First Trust S-Network Future Vehicles & Technology ETF
-99.85%
-$382,282.87 
AMC AMC Entertainment Holdings, Inc.
-6.56%
-$31,101.16 
NVDA NVIDIA Corporation
-2.86%
-$893,779.74 
AHR American Healthcare REIT, Inc.
-2.24%
-$13,423.9 
AFL Aflac Inc.
-2.14%
-$5,545.59 
LOW Lowe's Companies Inc.
-2%
-$12,927.27 
ODFL Old Dominion Freight Line, Inc.
-1.76%
-$9,833.61 
AAPL Apple Inc.
-1.62%
-$291,995.93 
USAR USA Rare Earth, Inc.
-1.5%
-$4,379 
BF-B Brown-Forman Corporation
-1.16%
-$2,570.7 
FXG First Trust Consumer Staples AlphaDEX Fund
-0.65%
-$7,216.44 
AVDE Avantis International Equity ETF
-0.45%
-$6,326.46 
KR Kroger Co.
-0.44%
-$3,791.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$3,040 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$10,460.61 
FPE First Trust Preferred Securities and Income ETF
-0.34%
-$1,684.98 
HGER Harbor Commodity All-Weather Fund
-0.28%
-$19,720.71 
KO The Coca-Cola Company
-0.21%
-$20,227.48 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$391.78 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.18%
-$3,600.99 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$730.62 
ILDR First Trust Innovation Leaders ETF
-0.15%
-$2,585.76 
CNEQ Alger Concentrated Equity ETF
-0.15%
-$2,975.88 
RY Royal Bank of Canada
-0.14%
-$356.7 
QUBT Quantum Computing Inc.
-0.11%
-$140 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.09%
-$2,893.31 
XOM Exxon Mobil Corporation
-0.06%
-$911.46 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$6,218.76 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$1,592.4 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$170.16 
IXN iShares Global Tech ETF
-0.06%
-$115.61 
RGTI Rigetti Computing Inc
-0.06%
-$164.4 
AVGO Broadcom Inc.
-0.06%
-$954.18 
FEX First Trust Large Cap Core Fund A
-0.05%
-$480.23 
LLY Eli Lilly and Company
-0.05%
-$6,091.51 
META Meta Platforms Inc Class A
-0.05%
-$3,286.63 
VB Vanguard Small-Cap ETF
-0.05%
-$195.98 
IMAX Imax Corporation
-0.04%
-$192 
CTAS Cintas Corporation
-0.03%
-$375.64 
TJX The TJX Companies, Inc.
-0.03%
-$827.46 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.03%
-$68.04 
ALAI Alger AI Enablers & Adopters ETF
-0.03%
-$1,696.92 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$163.08 
V Visa Inc. Class A
-0.03%
-$81.61 
NFLX Netflix, Inc.
-0.03%
-$1,598.88 
SYM Symbotic Inc. Class A
-0.03%
-$461.74 
DOV Dover Corporation
-0.02%
-$77.8 
GOOG Alphabet Inc
-0.02%
-$99.91 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$145.07 
PANW Palo Alto Networks, Inc.
-0.02%
-$5,381.57 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$171.47 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$71.72 
MSFT Microsoft Corp.
-0.02%
-$2,577.78 
GEV GE Vernova Inc.
-0.02%
-$68.2 
EMR Emerson Electric Co.
-0.02%
-$321.67 
AMLP Alerian MLP ETF
-0.02%
-$41.68 
VLO Valero Energy Corporation
-0.02%
-$44.19 
BAC Bank of America Corporation
-0.02%
-$130.65 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$179.5 
AMZN Amazon.com Inc
-0.01%
-$1,592.56 
BX Blackstone Inc.
-0.01%
-$1,126.62 
VOO Vanguard S&P 500 ETF
-0.01%
-$150.09 
PHYS Sprott Physical Gold Trust
-0.01%
-$1,435.43 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$1,062.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$361.4 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$61.14 
VUG Vanguard Growth ETF
-0.01%
-$254.66 
FTSL First Trust Senior Loan ETF
-0.01%
-$63.77 
FXU First Trust Utilities AlphaDEX Fund
-0.01%
-$179.02 
DELL Dell Technologies Inc.
-0.01%
-$240.16 
SCHW Charles Schwab Corporation
-0.01%
-$34.89 
GE General Electric Company
-0.01%
-$41.52 
HD The Home Depot, Inc.
-0.01%
-$332.13 
SHOP Shopify Inc.
-0.01%
-$27.03 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$159.14 
PLTR Palantir Technologies Inc.
-0.01%
-$83.55 
CVX Chevron Corporation
-0.01%
-$53.98 
JNJ Johnson & Johnson
0%
-$10.03 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
-$41.81 
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF
0%
-$51.4 
QQQ Invesco QQQ Trust, Series 1
0%
-$259.34 
MU Micron Technology, Inc.
0%
-$3.66 
EDOW First Trust Dow 30 Equal Weight ETF
0%
-$2.35 
FCVT First Trust SSI Strategic Convertible Securities ETF
0%
-$40.85 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
0%
-$9.53 
FLCC Federated Hermes MDT Large Cap Core ETF
0%
-$5.26 
FLCV Federated Hermes MDT Large Cap Value ETF
0%
-$8.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1206 | Longs Won 832/1206 68% | Profit Factor 12.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,876.97 |
| Average Win $151,586.83 | Best Trade (Aug 13) $7.87M | Sharpe Ratio -14 |
| Average Loss -$26,916.24 | Worst Trade (Aug 19) -$1.05M | Z-Score 19.09 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $96,547.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,593 | $14.48M | $17.75M | - | $3.27M | 22.58% | -1.618% |
| AFL Aflac Inc. | 2,077 | $227,950.61 | $253,269.38 | - | $25,318.77 | 11.11% | -2.143% |
| AGIX KraneShares AI and Tech ETF | 79,472 | $3.42M | $3.6M | - | $185,907.44 | 5.44% | 0.0 |
| AHR American Healthcare REIT, Inc. | 10,570 | $497,987.7 | $586,317.9 | - | $88,330.2 | 17.74% | -2.238% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 69,651 | $6.5M | $8.6M | - | $2.11M | 32.46% | 0.0 |
| ALAI Alger AI Enablers & Adopters ETF | 113,128 | $4.13M | $5.08M | - | $941,216.52 | 22.77% | -0.033% |
| AMC AMC Entertainment Holdings, Inc. | 182,948 | $232,343.96 | $442,734.16 | - | $210,390.2 | 90.55% | -6.564% |
| AMD Advanced Micro Devices, Inc. | 10,084 | $1.86M | $4.88M | - | $3.02M | 162.06% | +0.025% |
| AMGN Amgen Inc. | 7,193 | $2.42M | $2.96M | - | $533,060.05 | 22% | +0.007% |
| AMLP Alerian MLP ETF | 4,168 | $219,403.52 | $226,530.8 | - | $7,127.28 | 3.25% | -0.018% |
| AMZN Amazon.com Inc | 39,804 | $8.08M | $10.92M | - | $2.85M | 35.27% | -0.015% |
| ANET Arista Networks, Inc. | 21,778 | $2.5M | $4.17M | - | $1.67M | 66.83% | +1.511% |
| ASML ASML Holding N.V. New York Registry Shares | 116 | $230,775.03 | $201,969.34 | - | -$28,805.69 | -12.48% | +0.007% |
| AVDE Avantis International Equity ETF | 15,063 | $1.3M | $1.41M | - | $107,692.33 | 8.28% | -0.447% |
| AVGO Broadcom Inc. | 4,060 | $1.16M | $1.74M | - | $573,477.39 | 49.34% | -0.055% |
| AVUV Avantis U.S. Small Cap Value ETF | 57,654 | $6.14M | $7.32M | - | $1.18M | 19.29% | +0.095% |
| AXP American Express Company | 748 | $226,290.81 | $255,068 | - | $28,777.19 | 12.72% | +0.026% |
| BABA Alibaba Group Holding Limited SP ADR | 4,076 | $526,960.34 | $523,338.02 | - | -$3,622.32 | -0.69% | -0.012% |
| BAC Bank of America Corporation | 13,065 | $588,972.72 | $825,185.4 | - | $236,212.68 | 40.11% | -0.016% |
| BF-B Brown-Forman Corporation | 7,790 | $205,981.88 | $219,600.1 | - | $13,618.22 | 6.61% | -1.157% |
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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 Proactive Wealth Strategies LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $685,612.63, US Treasury 3 Month Bill ETF - $614,490.59, Pacer US Cash Cows 100 ETF - $377,286.2, The Walt Disney Company - $374,072.61, and iShares Silver Trust - $366,054.92. 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: Bristol-Myers Squibb Company - $510,038.58, Aptiv PLC - $290,567.53, First Trust NASDAQ-100 Technology Index Fund - $246,609.82, First Trust Nasdaq Semiconductor ETF - $155,631.56, and Occidental Petroleum Corporation - $63,257.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Proactive Wealth Strategies LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.59M earned over time. The largest contributors to dividend income include US Treasury 3 Month Bill ETF - $614,490.59, First Trust Enhanced Short Maturity Fund - $349,632.3, Fidelity S&P 500 Dividend Aristocrats ETF - $316,068.69, FS KKR Capital Corp - $306,444, and Blackstone Inc - $280,068.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Proactive Wealth Strategies LLC's monthly returns?
Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC's strategy be considered aggressive or moderate?
Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC's strategy?
Proactive Wealth Strategies 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.
