Oscar Spain Portfolio
Invests via JAMISON PRIVATE WEALTH MANAGEMENT, INC. | Managed by Bobby Jamison, Peyton Jamison, Jack Miller, Oscar Joe (Joey) Spain
Invests via JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Managed by Bobby Jamison, Peyton Jamison, Jack Miller, Oscar Joe (Joey) Spain
Automatically Tracked
Oscar Spain Profile
London-based private equity and fintech executive with cross-border deal experience, focused on growth-stage investments in financial services and technology. Oscar Spain leads investment strategy and portfolio oversight at boutique firm, sourcing M&A and minority growth stakes, with prior roles in corporate development, investment banking and fintech operations. Background includes operational scaling, capital raises, and governance for payment and SaaS businesses.
London-based private equity and fintech executive with cross-border deal experience, focused on growth-stage investments in financial services and technology. Oscar Spain leads investment strategy and portfolio oversight at boutique firm, sourcing M&A and minority growth stakes, with prior roles in corporate development, investment banking and fintech operations. Background includes operational scaling, capital raises, and governance for payment and SaaS businesses.
Investment Philosophy & Strategy
London-focused growth-stage investor who targets fintech and enterprise software businesses, emphasizing payments and SaaS. Prefers minority and M&A stakes that allow board influence and active governance to accelerate scale, product-market fit and recurring revenue. Allocates capital with a medium-to-long horizon, combining operational playbooks from corporate development and fintech operations with disciplined risk controls and staged financings. Sources cross-border opportunities via banking and corporate networks, prioritizing high-margin, scaleable business models and clear paths to exit or strategic consolidation.
London-focused growth-stage investor who targets fintech and enterprise software businesses, emphasizing payments and SaaS. Prefers minority and M&A stakes that allow board influence and active governance to accelerate scale, product-market fit and recurring revenue. Allocates capital with a medium-to-long horizon, combining operational playbooks from corporate development and fintech operations with disciplined risk controls and staged financings. Sources cross-border opportunities via banking and corporate networks, prioritizing high-margin, scaleable business models and clear paths to exit or strategic consolidation.
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:
76.95%
Gain -0.18%
Monthly
1.62%
Yearly
21.33%
Drawdown
18.33%
$992.8M
Equity
Holdings
$992.8M
Investment
$629.24M
$374.4M
Profit -$1.37M
Realized
$10.84M
Unrealized
$363.56M
Dividends
$37.81M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$1.37M
Win %
73%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$9.9M
Win %
73%
This Month
Compared to last month
Gain
0.69%
Profit
$6.78M
Win %
73%
This Year
Compared to last year
Gain
0.31%
Profit
$3.72M
Win %
72%
HST Host Hotels & Resorts Inc.
+3.29%
+$22,534.99 
RTX RTX Corporation
+2.35%
+$115,970.63 
FDXF FedEx Freight Holding Company Inc.
+2.35%
+$18,190.95 
PM Philip Morris International Inc.
+2.27%
+$40,614.21 
CNQ Canadian Natural Resources Limited
+2.14%
+$40,974.54 
LMT Lockheed Martin Corporation
+2.12%
+$222,063.88 
C Citigroup Inc.
+2.1%
+$32,799.76 
PNC The PNC Financial Services Group, Inc.
+2.07%
+$7,742.79 
PEP PepsiCo, Inc.
+2.06%
+$43,751.5 
SHEL Shell plc
+1.97%
+$7,766.28 
AEP American Electric Power Company, Inc.
+1.95%
+$52,581.76 
JPM JPMorgan Chase & Co.
+1.9%
+$368,255.7 
RHP Ryman Hospitality Properties, Inc.
+1.89%
+$7,619.55 
BHP BHP Group Ltd.
+1.83%
+$128,955.28 
KO The Coca-Cola Company
+1.79%
+$234,938.55 
EXC Exelon Corporation
+1.77%
+$55,386 
DUK Duke Energy Corporation
+1.76%
+$117,790.31 
MAR Marriott International Inc. - Class A
+1.75%
+$54,351.44 
COP ConocoPhillips
+1.75%
+$42,324.97 
SO The Southern Company
+1.72%
+$208,682.82 
VMC Vulcan Materials Company
+1.72%
+$334,848.33 
MDLZ Mondelez International, Inc.
+1.7%
+$25,647.92 
GE General Electric Company
+1.68%
+$74,151.24 
TFC Truist Financial Corporation
+1.66%
+$123,211.05 
LAMR Lamar Advertising Company
+1.64%
+$3,489.47 
TJX The TJX Companies, Inc.
+1.64%
+$55,346.61 
ATO Atmos Energy Corporation
+1.63%
+$12,658.1 
PSA Public Storage Common Stock
+1.63%
+$8,955.58 
ED Consolidated Edison, Inc.
+1.62%
+$11,949.14 
FANG Diamondback Energy Inc
+1.59%
+$25,582.78 
SBSI Southside Bancshares Inc.
+1.54%
+$4,273.24 
HSY The Hershey Company
+1.51%
+$35,673.05 
GD General Dynamics Corporation
+1.44%
+$53,685.29 
HD The Home Depot, Inc.
+1.41%
+$167,628.69 
DIS The Walt Disney Company
+1.41%
+$32,373.12 
JNJ Johnson & Johnson
+1.39%
+$315,219.52 
EPD Enterprise Products Partners L.P.
+1.38%
+$19,163.9 
MO Altria Group, Inc.
+1.37%
+$36,595.33 
BLK BlackRock, Inc.
+1.34%
+$95,958.61 
DLR Digital Realty Trust, Inc.
+1.33%
+$81,991.12 
SCCO Southern Copper Corporation
+1.31%
+$140,171.75 
LOW Lowe's Companies Inc.
+1.3%
+$7,407.75 
ETR Entergy Corporation
+1.29%
+$5,246.1 
GSK GSK plc Sponsored ADR
+1.27%
+$11,301.87 
CVX Chevron Corporation
+1.25%
+$179,991.74 
PG Procter & Gamble Co
+1.25%
+$103,337.28 
M Macy's Inc.
+1.24%
+$3,205.5 
TSCO Tractor Supply Company
+1.21%
+$10,265.53 
WLDN Willdan Group, Inc.
+1.21%
+$3,144.28 
FITB Fifth Third Bancorp
+1.17%
+$6,918.93 
COST Costco Wholesale Corporation
+1.17%
+$124,650.13 
VNOM Viper Energy Inc. Class A Common Stock
+1.14%
+$5,066 
MRK Merck & Co., Inc.
+1.13%
+$65,731.9 
AFL Aflac Inc.
+1.12%
+$7,794.6 
LYB LyondellBasell Industries N.V.
+1.12%
+$7,618.1 
O Realty Income Corporation
+1.12%
+$20,570.36 
HWM Howmet Aerospace Inc.
+1.09%
+$6,398.4 
AXP American Express Company
+1.08%
+$13,997.8 
CFR Cullen/Frost Bankers Inc.
+1.08%
+$2,724.06 
SPG Simon Property Group, Inc.
+1.05%
+$74,908.56 
KEY KeyCorp
+1.03%
+$6,548.52 
DG Dollar General Corporation
+1.02%
+$8,572.09 
TXN Texas Instruments Inc
+1.01%
+$7,041.04 
CL Colgate-Palmolive Company
+1%
+$3,410.31 
AAPL Apple Inc.
+0.93%
+$450,926.16 
NKE Nike, Inc. - Class B
+0.92%
+$6,169.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$2,599.62 
KMB Kimberly-Clark Corporation
+0.9%
+$2,382.38 
OZK Bank OZK
+0.89%
+$4,314.43 
DVY iShares Select Dividend ETF
+0.88%
+$4,320.12 
LLY Eli Lilly and Company
+0.87%
+$217,625.96 
BAC Bank of America Corporation
+0.85%
+$119,251 
ITW Illinois Tool Works Inc.
+0.84%
+$3,625.2 
V Visa Inc. Class A
+0.83%
+$118,948.16 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$96,232.75 
BMO Bank of Montreal
+0.81%
+$4,810.6 
XOM Exxon Mobil Corporation
+0.79%
+$83,233.56 
WMT Walmart Inc.
+0.77%
+$72,952.88 
PSX Phillips 66
+0.75%
+$3,753.96 
NVS Novartis AG Sponsored ADR
+0.72%
+$18,496.21 
BNS Bank of Nova Scotia
+0.68%
+$2,078.24 
PNFP Pinnacle Financial Partners Inc.
+0.68%
+$2,185.6 
CMI Cummins Inc.
+0.65%
+$8,158.02 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$5,497.54 
OXY Occidental Petroleum Corporation
+0.63%
+$5,259.2 
FCX Freeport-McMoRan Inc.
+0.61%
+$4,551.14 
WPM Wheaton Precious Metals Corp.
+0.6%
+$5,139.12 
SYK Stryker Corporation
+0.58%
+$3,768.88 
MS Morgan Stanley
+0.56%
+$11,290.68 
KKR KKR & Co. Inc.
+0.55%
+$23,188.32 
ADP Automatic Data Processing Inc.
+0.54%
+$45,906.01 
UBSI United Bankshares, Inc.
+0.54%
+$2,000 
MA Mastercard Incorporated
+0.54%
+$3,412.2 
GS The Goldman Sachs Group, Inc.
+0.52%
+$64,506.3 
CAH Cardinal Health Inc.
+0.5%
+$33,280.09 
AMGN Amgen Inc.
+0.49%
+$63,053.07 
FAST Fastenal Co.
+0.48%
+$3,762.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$1,065.9 
PFE Pfizer Inc.
+0.46%
+$14,910.21 
ISRG Intuitive Surgical, Inc.
+0.45%
+$9,637.91 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$15,093.09 
GPC Genuine Parts Company
+0.4%
+$15,820.5 
BWXT Bwx Technologies Inc.
+0.38%
+$1,828.84 
BA Boeing Company
+0.37%
+$17,444 
MCD McDonald's Corporation
+0.34%
+$31,657.86 
IUSV iShares Core S&P U.S. Value ETF
+0.33%
+$2,239.12 
ABBV AbbVie Inc.
+0.3%
+$52,832.99 
CAT Caterpillar Inc.
+0.3%
+$72,809.01 
PLD Prologis Inc.
+0.3%
+$3,171.48 
BMY Bristol-Myers Squibb Company
+0.28%
+$6,606.88 
SNY Sanofi American Depositary Receipt
+0.26%
+$2,288.16 
WM Waste Management, Inc.
+0.26%
+$39,672.36 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$1,867.79 
NVDA NVIDIA Corporation
+0.23%
+$94,207.71 
MTN Vail Resorts, Inc.
+0.22%
+$1,132.89 
ELV Elevance Health, Inc.
+0.21%
+$1,007.38 
GEV GE Vernova Inc.
+0.21%
+$5,391.26 
IWD iShares Russell 1000 Value ETF
+0.21%
+$1,001.17 
IXUS iShares Core International Stock ETF
+0.12%
+$2,446.28 
BZH Beazer Homes USA Inc.
+0.12%
+$3,723.68 
AUBN Auburn National Bancorporation Inc.
+0.11%
+$358.68 
SHW The Sherwin-Williams Company
+0.09%
+$885.92 
SYY Sysco Corporation
+0.05%
+$275.84 
PAYX Paychex Inc.
+0.04%
+$2,580.2 
FTV Fortive Corporation
+0.04%
+$75.06 
ADM Archer-Daniels-Midland Co
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INSW International Seaways Inc.
0%
$0 
CRWV CoreWeave, Inc.
-9.07%
-$51,400.56 
PANW Palo Alto Networks, Inc.
-7.34%
-$1.02M 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$441,453.07 
SNOW Snowflake Inc.
-7.13%
-$16,228.1 
NET Cloudflare Inc.
-7.04%
-$47,802.17 
ZS Zscaler Inc.
-6.56%
-$36,381.33 
PLTR Palantir Technologies Inc.
-5.91%
-$197,978.5 
NOW ServiceNow, Inc.
-4.98%
-$121,863.36 
INTC Intel Corporation
-3.98%
-$393,041.6 
EQR Equity Residential
-3.5%
-$34,040.16 
AMD Advanced Micro Devices, Inc.
-3.41%
-$896,112.26 
MU Micron Technology, Inc.
-3.34%
-$20,950.49 
LRCX Lam Research Corporation
-3.19%
-$89,131.07 
ORCL Oracle Corporation
-3.17%
-$21,112.56 
CRM Salesforce Inc
-3.1%
-$78,881.11 
WDAY Workday Inc.
-2.92%
-$13,794.25 
AMAT Applied Materials, Inc.
-2.91%
-$762,506.17 
GLW Corning Incorporated
-2.72%
-$309,342.87 
MRVL Marvell Technology, Inc.
-2.62%
-$4,867.78 
AVGO Broadcom Inc.
-2.55%
-$440,607.04 
ADBE Adobe Inc.
-2.46%
-$21,098.6 
TER Teradyne, Inc.
-2.43%
-$7,222.1 
NFLX Netflix, Inc.
-2.34%
-$80,989.7 
META Meta Platforms Inc Class A
-2.17%
-$255,279.87 
VRT Vertiv Holdings Co
-1.94%
-$13,661.44 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.74%
-$8,537.6 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$8,533.68 
CSCO Cisco Systems, Inc.
-1.69%
-$116,339.28 
VGT Vanguard Information Technology ETF
-1.68%
-$8,390.38 
CCJ Cameco Corporation
-1.54%
-$24,163.84 
MSFT Microsoft Corp.
-1.53%
-$564,058.88 
DE Deere & Company
-1.52%
-$3,187.79 
SPCX Space Exploration Technologies Corp. Class A
-1.4%
-$22,258.08 
ESEA Euroseas Ltd.
-1.39%
-$3,454.5 
GOOGL Alphabet Inc
-1.38%
-$52,608.36 
SCHW Charles Schwab Corporation
-1.34%
-$167,821.92 
ALB Albemarle Corporation
-1.3%
-$2,567.85 
LH Labcorp Holdings Inc.
-1.29%
-$3,486.08 
ABR Arbor Realty Trust Inc.
-1.25%
-$375.48 
GOOG Alphabet Inc
-1.24%
-$223,441.26 
UNH UnitedHealth Group Incorporated
-1.19%
-$21,169.93 
PI Impinj, Inc.
-1.12%
-$22,363.77 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$12,144.43 
IBM International Business Machines Corporation
-1.11%
-$4,592.07 
VUG Vanguard Growth ETF
-1.01%
-$3,481.47 
SCHG Schwab U.S. Large-Cap Growth ETF
-1%
-$5,486.76 
ODFL Old Dominion Freight Line, Inc.
-1%
-$22,424.85 
BORR Borr Drilling Ltd.
-0.99%
-$522.99 
SHOP Shopify Inc.
-0.97%
-$3,455.48 
IEMG iShares Core MSCI Emerging Markets ETF
-0.95%
-$3,541.62 
ZIM ZIM Integrated Shipping Services Ltd.
-0.93%
-$2,186.8 
TSLA Tesla, Inc.
-0.9%
-$86,216.82 
VRTX Vertex Pharmaceuticals Incorporated
-0.9%
-$1,859.99 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.88%
-$86,033.75 
IUSG iShares Core S&P U.S. Growth ETF
-0.87%
-$28,858.44 
IBIT iShares Bitcoin Trust
-0.87%
-$5,718.19 
GILD Gilead Sciences Inc.
-0.86%
-$46,389.78 
JQUA JPMorgan U.S. Quality Factor ETF
-0.81%
-$5,155.55 
FDX FedEx Corporation
-0.8%
-$30,951.53 
IWM iShares Russell 2000 ETF
-0.79%
-$2,103.83 
UBER Uber Technologies, Inc.
-0.77%
-$2,479.95 
VLTO Veralto Corporation
-0.75%
-$1,782.2 
SCHA Schwab U.S. Small-Cap ETF
-0.74%
-$2,058.24 
QCOM QUALCOMM Incorporated
-0.68%
-$75,762.31 
UNP Union Pacific Corporation
-0.67%
-$1,829.41 
BDX Becton, Dickinson and Company
-0.66%
-$3,915.49 
MELI MercadoLibre, Inc.
-0.63%
-$22,328.75 
BIP Brookfield Infrastructure Partners L.P.
-0.6%
-$12,836.92 
LPG Dorian LPG Ltd.
-0.6%
-$1,215.36 
DHR Danaher Corporation
-0.59%
-$12,658.8 
CALM Cal-Maine Foods Inc.
-0.55%
-$5,755.4 
BX Blackstone Inc.
-0.55%
-$62,040 
IWR iShares Russell Mid-Cap ETF
-0.55%
-$3,696 
VEEV Veeva Systems Inc.
-0.54%
-$4,800.8 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$2,427.32 
MDT Medtronic plc
-0.47%
-$2,374.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$2,142.89 
AMZN Amazon.com Inc
-0.45%
-$78,923.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$1,728.26 
NSC Norfolk Southern Corporation
-0.39%
-$24,266.97 
IJH iShares Core S&P Mid-Cap ETF
-0.38%
-$2,194.07 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$13,617.2 
VOO Vanguard S&P 500 ETF
-0.35%
-$3,105.03 
IVV iShares Core S&P 500 ETF
-0.35%
-$24,763.89 
CMG Chipotle Mexican Grill, Inc.
-0.31%
-$1,067.52 
UPS United Parcel Service, Inc.
-0.3%
-$59,438.4 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$5,938.2 
CEG Constellation Energy Corporation
-0.19%
-$4,040.19 
SLV iShares Silver Trust
-0.19%
-$9,592.1 
ABT Abbott Laboratories
-0.19%
-$2,692.6 
GPN Global Payments Inc.
-0.18%
-$861.6 
TOL Toll Brothers Inc
-0.17%
-$2,067.76 
NVO Novo Nordisk A/S Sponsored ADR
-0.12%
-$756.13 
PSLV Sprott Physical Silver Trust
-0.11%
-$1,151.8 
MMM 3M Company
-0.07%
-$151.44 
SGOL abrdn Physical Gold Shares ETF
-0.05%
-$306.04 
SBUX Starbucks Corporation
-0.04%
-$718.6 
IAU iShares Gold Trust
-0.04%
-$343.62 
GLD SPDR Gold Shares
-0.04%
-$602.24 
BN Brookfield Corporation
-0.01%
-$381.82 Events
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Dividends
Dividend Analysis
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| Trades 3120 | Longs Won 2161/3120 69% | Profit Factor 15.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $185,597.69 | Best Trade (Oct 15) $31.46M | Sharpe Ratio -12.73 |
| Average Loss -$27,814.86 | Worst Trade (Sep 29) -$9.49M | Z-Score 16.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $120,000.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 142,248 | $28.42M | $49.1M | - | $20.68M | 72.77% | +0.927% |
| ABBV AbbVie Inc. | 61,433 | $9.86M | $17.46M | - | $7.6M | 77.08% | +0.303% |
| ABR Arbor Realty Trust Inc. | 10,728 | $156,640.83 | $29,662.92 | - | -$126,977.91 | -81.06% | -1.25% |
| ABT Abbott Laboratories | 13,463 | $1.5M | $1.41M | - | -$98,243.65 | -6.53% | -0.191% |
| ADBE Adobe Inc. | 3,403 | $1.43M | $835,334.41 | - | -$596,450.35 | -41.66% | -2.464% |
| ADM Archer-Daniels-Midland Co | 3,272 | $238,344.2 | $271,346.96 | - | $33,002.76 | 13.85% | 0.0 |
| ADP Automatic Data Processing Inc. | 29,906 | $7.27M | $8.59M | - | $1.32M | 18.11% | +0.537% |
| AEP American Electric Power Company, Inc. | 21,728 | $1.75M | $2.75M | - | $1.01M | 57.57% | +1.947% |
| AFL Aflac Inc. | 5,905 | $454,337.22 | $704,879.85 | - | $250,542.63 | 55.14% | +1.118% |
| ALB Albemarle Corporation | 2,014 | $284,801.39 | $195,166.67 | - | -$89,634.72 | -31.47% | -1.299% |
| AMAT Applied Materials, Inc. | 60,903 | $8.63M | $25.43M | - | $16.8M | 194.76% | -2.912% |
| AMD Advanced Micro Devices, Inc. | 46,770 | $5.45M | $25.4M | - | $19.94M | 365.64% | -3.408% |
| AMGN Amgen Inc. | 29,742 | $8.34M | $12.97M | - | $4.63M | 55.47% | +0.488% |
| AMZN Amazon.com Inc | 69,232 | $9.9M | $17.56M | - | $7.66M | 77.31% | -0.447% |
| ASML ASML Holding N.V. New York Registry Shares | 2,251 | $2.08M | $3.75M | - | $1.67M | 80.49% | +0.405% |
| ATO Atmos Energy Corporation | 4,732 | $570,036.96 | $788,469.5 | - | $218,432.54 | 38.32% | +1.632% |
| AUBN Auburn National Bancorporation Inc. | 11,956 | $258,687.84 | $316,834 | - | $58,146.16 | 22.48% | +0.113% |
| AVGO Broadcom Inc. | 50,126 | $5.14M | $16.82M | - | $11.68M | 227.41% | -2.553% |
| AXP American Express Company | 4,117 | $631,746.18 | $1.31M | - | $674,454.41 | 106.76% | +1.083% |
| BA Boeing Company | 24,920 | $5.08M | $4.72M | - | -$361,031.31 | -7.1% | +0.371% |
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FAQ
Which stocks have generated the highest profits for Oscar Spain?
The largest contributions to the portfolio's profits come from the following stocks: Southern Copper Corporation - $3.06M, NVIDIA Corporation - $2.2M, BlackRock, Inc - $1.96M, Netflix, Inc - $1.8M, and Exxon Mobil Corporation - $1.65M. 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: United Parcel Service, Inc - $7.45M, Albemarle Corporation - $382,358.06, Diageo plc Sponsored ADR - $354,797.82, General Mills, Inc - $270,651.35, and lululemon athletica inc - $246,996.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Oscar Spain's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.81M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $2.32M, Blackstone Inc - $1.23M, AbbVie Inc - $1.2M, The Southern Company - $1.11M, and Johnson & Johnson - $1.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Oscar Spain's monthly returns?
Oscar Spain'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 Oscar Spain's strategy be considered aggressive or moderate?
Oscar Spain'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 Oscar Spain's strategy?
Oscar Spain'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.
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