DFG
Delta Financial Group Inc. Portfolio
Invests via Delta Financial Group Inc. | Managed by CW Advisors LLC
Invests via Delta Financial Group Inc.
Managed by CW Advisors LLC
Automatically Tracked
Company Profile
Delta Financial Group Inc. is a prominent public corporation specializing in diversified financial services, including investment management and advisory solutions. Leveraging its expansive portfolio of offerings, the firm caters to both institutional investors and private clients, focusing on wealth creation through innovative strategies tailored to dynamic market conditions. With a strategic presence across key financial hubs, Delta Financial consistently enhances its competitive position by forging alliances that drive sustainable growth opportunities. The firm's commitment to excellence has positioned it as a trusted partner for those navigating the complexities of today's capital markets.
Delta Financial Group Inc. is a prominent public corporation specializing in diversified financial services, including investment management and advisory solutions. Leveraging its expansive portfolio of offerings, the firm caters to both institutional investors and private clients, focusing on wealth creation through innovative strategies tailored to dynamic market conditions. With a strategic presence across key financial hubs, Delta Financial consistently enhances its competitive position by forging alliances that drive sustainable growth opportunities. The firm's commitment to excellence has positioned it as a trusted partner for those navigating the complexities of today's capital markets.
Investment Philosophy & Strategy
Delta Financial Group Inc. thrives at the intersection of opportunity and innovation, harnessing its robust capabilities to deliver transformative financial solutions. The firm emphasizes a client-centric approach, forging meaningful relationships that drive tailored strategies aligned with individual investment goals. With a focus on sectors exhibiting significant growth potential, it strategically allocates resources to capture evolving market dynamics while ensuring operational efficiency. Delta champions agility in adapting to shifting economic landscapes, leveraging its expertise to navigate both risks and rewards inherent in diversified portfolios.
Delta Financial Group Inc. thrives at the intersection of opportunity and innovation, harnessing its robust capabilities to deliver transformative financial solutions. The firm emphasizes a client-centric approach, forging meaningful relationships that drive tailored strategies aligned with individual investment goals. With a focus on sectors exhibiting significant growth potential, it strategically allocates resources to capture evolving market dynamics while ensuring operational efficiency. Delta champions agility in adapting to shifting economic landscapes, leveraging its expertise to navigate both risks and rewards inherent in diversified portfolios.
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:
92.95%
Gain +1.21%
Monthly
1.82%
Yearly
24.19%
Drawdown
23.59%
$555.87M
Equity
Holdings
$555.87M
Investment
$375.8M
$222.01M
Profit +$4.81M
Realized
$41.95M
Unrealized
$180.07M
Dividends
$19.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$4.81M
Win %
80%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$2.19M
Win %
80%
This Month
Compared to last month
Gain
2.98%
Profit
$16.07M
Win %
80%
This Year
Compared to last year
Gain
10.03%
Profit
$50.67M
Win %
80%
MMM 3M Company
+9.83%
+$103,972.75 
AMAT Applied Materials, Inc.
+7.77%
+$61,739.44 
VIAV Viavi Solutions Inc.
+6.16%
+$29,160 
INTC Intel Corporation
+5.72%
+$54,839.57 
AMD Advanced Micro Devices, Inc.
+5.47%
+$56,711.47 
WULF TeraWulf Inc.
+5.06%
+$24,830 
NVS Novartis AG Sponsored ADR
+4.35%
+$14,423.5 
IREN IREN Limited
+4.33%
+$17,400 
KLAC KLA Corporation
+3.9%
+$32,642.96 
LRCX Lam Research Corporation
+3.75%
+$63,316.45 
BW Babcock & Wilcox Enterprises, Inc.
+3.53%
+$4,015 
TSLA Tesla, Inc.
+3.52%
+$61,962.13 
ORCL Oracle Corporation
+3.48%
+$51,861.87 
UUUU Energy Fuels Inc.
+3.41%
+$10,660 
FDX FedEx Corporation
+3.37%
+$13,773.54 
BWLP BW LPG Limited
+3.32%
+$11,270 
AGI Alamos Gold Inc.
+3.02%
+$8,735.45 
TXN Texas Instruments Inc
+2.91%
+$13,059.06 
MTUM iShares MSCI USA Momentum Factor ETF
+2.84%
+$12,985.98 
UNH UnitedHealth Group Incorporated
+2.56%
+$49,854.33 
C Citigroup Inc.
+2.53%
+$15,661.04 
GBTC Grayscale Bitcoin Trust ETF
+2.49%
+$5,327.48 
TTE TotalEnergies SE
+2.44%
+$11,081.25 
UPS United Parcel Service, Inc.
+2.4%
+$20,785.7 
GPGI GPGI Inc
+2.28%
+$4,752 
CAT Caterpillar Inc.
+2.26%
+$37,380.44 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.26%
+$20,721.22 
CEG Constellation Energy Corporation
+2.25%
+$9,057.3 
GS The Goldman Sachs Group, Inc.
+2.13%
+$27,727.94 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$13,945.08 
GSK GSK plc Sponsored ADR
+2.02%
+$7,846.68 
DOW Dow Inc.
+1.98%
+$11,632.8 
CGXU Capital Group International Focus Equity ETF
+1.93%
+$187,867.52 
F Ford Motor Company
+1.89%
+$3,398.89 
ISRG Intuitive Surgical, Inc.
+1.85%
+$5,796.74 
HON Honeywell International Inc.
+1.79%
+$11,536.98 
VGT Vanguard Information Technology ETF
+1.77%
+$293,363.52 
DD DuPont de Nemours, Inc.
+1.56%
+$6,529.64 
GLD SPDR Gold Shares
+1.55%
+$22,668.66 
IAU iShares Gold Trust
+1.51%
+$5,505.06 
CWB SPDR Bloomberg Convertible Securities ETF
+1.48%
+$10,666.64 
IWP iShares Russell Mid-Cap Growth ETF
+1.48%
+$6,518.1 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$35,673.2 
XOM Exxon Mobil Corporation
+1.4%
+$111,681.44 
AVGO Broadcom Inc.
+1.38%
+$29,420.7 
SCHF Schwab International Equity ETF
+1.38%
+$14,611.67 
LLY Eli Lilly and Company
+1.36%
+$107,496.66 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$5,042.52 
VOT Vanguard Mid-Cap Growth ETF
+1.36%
+$4,620.78 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.35%
+$11,476.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$4,173.84 
FMC FMC Corporation
+1.3%
+$725 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$26,359 
QCOM QUALCOMM Incorporated
+1.27%
+$8,830.99 
RTX RTX Corporation
+1.26%
+$5,489.38 
GEV GE Vernova Inc.
+1.23%
+$32,564.46 
IWO iShares Russell 2000 Growth ETF
+1.22%
+$4,446.61 
IWF iShares Russell 1000 Growth ETF
+1.22%
+$21,574.74 
MRK Merck & Co., Inc.
+1.2%
+$42,435.57 
BP BP p.l.c. Sponsored ADR
+1.13%
+$3,075.15 
CSCO Cisco Systems, Inc.
+1.11%
+$27,869.97 
MRSH Marsh & McLennan Companies, Inc.
+1.1%
+$5,345.33 
JPM JPMorgan Chase & Co.
+1.06%
+$80,906.4 
ETN Eaton Corporation plc
+1.05%
+$5,281.25 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$5,829.1 
ABBV AbbVie Inc.
+1.03%
+$16,519.1 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.03%
+$5,938.4 
NVDA NVIDIA Corporation
+1.02%
+$114,257.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.95%
+$6,474.63 
SCHM Schwab U.S. Mid-Cap ETF
+0.95%
+$9,289.17 
ARCC Ares Capital Corporation
+0.92%
+$5,715.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$11,201.08 
BAC Bank of America Corporation
+0.89%
+$9,975.08 
GE General Electric Company
+0.87%
+$30,869.94 
IWM iShares Russell 2000 ETF
+0.86%
+$27,458.77 
AMGN Amgen Inc.
+0.86%
+$10,174.29 
COP ConocoPhillips
+0.85%
+$5,028.38 
EQT EQT Corporation
+0.84%
+$1,640 
VUG Vanguard Growth ETF
+0.81%
+$184,321.08 
WFC Wells Fargo & Company
+0.8%
+$7,200.15 
CGUS Capital Group Core Equity ETF
+0.8%
+$6,068.3 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$2,533 
VAW Vanguard Materials ETF
+0.77%
+$2,291.6 
CGDV Capital Group Dividend Value ETF
+0.75%
+$68,644.46 
DOV Dover Corporation
+0.73%
+$1,654.73 
PFE Pfizer Inc.
+0.73%
+$17,557.2 
VIS Vanguard Industrials ETF
+0.72%
+$12,357.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$9,702.24 
IVV iShares Core S&P 500 ETF
+0.66%
+$20,155.2 
BX Blackstone Inc.
+0.66%
+$2,140.83 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.65%
+$2,482 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$15,139.65 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$19,532.79 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$1,734.88 
VOO Vanguard S&P 500 ETF
+0.62%
+$7,876.87 
DFUV Dimensional US Marketwide Value ETF
+0.6%
+$2,044.68 
VB Vanguard Small-Cap ETF
+0.6%
+$4,134.94 
VO Vanguard Mid-Cap ETF
+0.6%
+$4,229.83 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$2,010.54 
JNJ Johnson & Johnson
+0.57%
+$35,670.74 
VHT Vanguard Health Care ETF
+0.57%
+$29,765.3 
IXC iShares Global Energy ETF
+0.56%
+$4,585.5 
DUHP Dimensional US High Profitability ETF
+0.55%
+$1,794.37 
ESRT Empire State Realty Trust Inc.
+0.54%
+$435 
SCHX Schwab U.S. Large-Cap ETF
+0.53%
+$3,701.09 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.53%
+$2,151.43 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$3,958.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.51%
+$2,979.9 
BLK BlackRock, Inc.
+0.5%
+$2,700.81 
VTV Vanguard Value ETF
+0.5%
+$54,421.2 
MDY SPDR S&P MidCap 400 ETF Trust
+0.49%
+$16,811.75 
BA Boeing Company
+0.47%
+$2,491.48 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$12,966.28 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$2,765.24 
IWN iShares Russell 2000 Value ETF
+0.45%
+$2,961.89 
PSX Phillips 66
+0.44%
+$1,763.58 
BMY Bristol-Myers Squibb Company
+0.42%
+$11,935.78 
VDE Vanguard Energy ETF
+0.42%
+$22,707.75 
VRTX Vertex Pharmaceuticals Incorporated
+0.41%
+$865.65 
NFE New Fortress Energy Inc.
+0.38%
+$16.48 
FENY Fidelity MSCI Energy Index ETF
+0.37%
+$999 
FNGR Fingermotion Inc.
+0.37%
+$40.15 
SCHW Charles Schwab Corporation
+0.36%
+$923.09 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$4,503.19 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$3,281.52 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,521.53 
IYF iShares U.S. Financials ETF
+0.29%
+$2,208.18 
GEHC GE HealthCare Technologies Inc.
+0.25%
+$408.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.23%
+$857.48 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$2,181.27 
XLF Financial Select Sector SPDR Fund
+0.2%
+$926.08 
CVX Chevron Corporation
+0.19%
+$4,437.67 
D Dominion Energy, Inc.
+0.16%
+$721.05 
NVO Novo Nordisk A/S Sponsored ADR
+0.15%
+$1,595.17 
DE Deere & Company
+0.15%
+$611.46 
META Meta Platforms Inc Class A
+0.15%
+$3,647.13 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$1,119.76 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.12%
+$661.15 
CB Chubb Limited
+0.12%
+$590.53 
T AT&T Inc.
+0.11%
+$2,580.95 
IWD iShares Russell 1000 Value ETF
+0.1%
+$529.23 
PRU Prudential Financial, Inc.
+0.1%
+$360.87 
NFLX Netflix, Inc.
+0.09%
+$747.6 
IWS iShares Russell Mid-Cap Value ETF
+0.08%
+$254.87 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$105.51 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$298.02 
BINC iShares Flexible Income Active ETF
+0.02%
+$348.71 
AAPL Apple Inc.
+0.02%
+$27,591 
AMP Ameriprise Financial, Inc.
+0.02%
+$35.56 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$725.3 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
FISK Empire State Realty OP, L.P. Series 250 Operating Partnership Units Representing Limited Partnership Interests
0%
$0 
CLBK Columbia Financial Inc.
-55.37%
-$489,099.64 
DHR Danaher Corporation
-12.55%
-$115,872.25 
CRWD CrowdStrike Holdings, Inc.
-2.71%
-$29,498.05 
BR Broadridge Financial Solutions, Inc.
-2.33%
-$11,614.73 
PANW Palo Alto Networks, Inc.
-2.32%
-$34,954.08 
BUG Global X Cybersecurity ETF
-2.29%
-$8,124.27 
RSG Republic Services, Inc.
-2.22%
-$5,179.3 
CHD Church & Dwight Co., Inc.
-1.99%
-$9,157.2 
WM Waste Management, Inc.
-1.78%
-$6,735.06 
TMUS T-Mobile US, Inc.
-1.74%
-$5,151 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$6,290.05 
MO Altria Group, Inc.
-1.52%
-$32,831.01 
TJX The TJX Companies, Inc.
-1.45%
-$21,298.24 
CL Colgate-Palmolive Company
-1.38%
-$7,162.8 
TXRH Texas Roadhouse Inc.
-1.33%
-$3,143.99 
CPRT Copart Inc.
-1.33%
-$2,944.82 
ADP Automatic Data Processing Inc.
-1.28%
-$26,343.12 
WHR Whirlpool Corporation
-1.25%
-$1,380 
WSO Watsco Inc.
-1.25%
-$4,296.59 
CRM Salesforce Inc
-1.17%
-$3,312.88 
MDLZ Mondelez International, Inc.
-1.15%
-$2,446.74 
MCD McDonald's Corporation
-1.11%
-$7,722 
PM Philip Morris International Inc.
-1.11%
-$9,998.08 
CBT Cabot Corporation
-1.1%
-$2,940 
PG Procter & Gamble Co
-1.09%
-$37,788.29 
HD The Home Depot, Inc.
-1.05%
-$11,599.93 
AMT American Tower Corporation
-1.04%
-$3,844.76 
WMT Walmart Inc.
-1.03%
-$17,325 
SHOP Shopify Inc.
-1.03%
-$2,912 
SHW The Sherwin-Williams Company
-1%
-$4,027.82 
BDX Becton, Dickinson and Company
-1%
-$2,344.78 
GPN Global Payments Inc.
-1%
-$2,193.5 
ACN Accenture plc Class A
-0.99%
-$3,808.8 
AMZN Amazon.com Inc
-0.98%
-$56,280.87 
PGC Peapack-Gladstone Financial Corporation
-0.97%
-$4,962.15 
CURI Curiositystream Inc.
-0.97%
-$1,689.67 
SYK Stryker Corporation
-0.97%
-$10,611.33 
COF Capital One Financial Corporation
-0.93%
-$2,233.01 
GILD Gilead Sciences Inc.
-0.89%
-$4,775.5 
NKE Nike, Inc. - Class B
-0.87%
-$2,331.68 
PEG Public Service Enterprise Group Incorporated
-0.81%
-$11,656.89 
IDXX IDEXX Laboratories, Inc.
-0.8%
-$6,691.23 
FISV Fiserv, Inc.
-0.78%
-$2,173.23 
V Visa Inc. Class A
-0.78%
-$19,745.67 
MA Mastercard Incorporated
-0.75%
-$19,692.85 
ED Consolidated Edison, Inc.
-0.75%
-$3,412.14 
SO The Southern Company
-0.74%
-$5,287.1 
COST Costco Wholesale Corporation
-0.73%
-$22,536.47 
GOOG Alphabet Inc
-0.72%
-$72,743.35 
IBM International Business Machines Corporation
-0.72%
-$11,784.06 
KRE SPDR S&P Regional Banking ETF
-0.72%
-$2,250.3 
GOOGL Alphabet Inc
-0.72%
-$46,450.98 
AEP American Electric Power Company, Inc.
-0.67%
-$1,858.57 
LMT Lockheed Martin Corporation
-0.67%
-$2,199.81 
USAI Pacer American Energy Independence ETF
-0.65%
-$2,835.86 
PEP PepsiCo, Inc.
-0.59%
-$5,540.8 
MLPX Global X MLP & Energy Infrastructure ETF
-0.58%
-$6,247.35 
LIN Linde plc
-0.53%
-$3,776.74 
MDT Medtronic plc
-0.5%
-$1,605.24 
PNC The PNC Financial Services Group, Inc.
-0.5%
-$1,750.14 
VLY Valley National Bancorp
-0.48%
-$2,225.65 
DUK Duke Energy Corporation
-0.46%
-$4,323.32 
FPE First Trust Preferred Securities and Income ETF
-0.45%
-$1,400 
FTSL First Trust Senior Loan ETF
-0.45%
-$1,522.4 
UNP Union Pacific Corporation
-0.41%
-$3,917.42 
VZ Verizon Communications Inc.
-0.39%
-$13,602.38 
SBUX Starbucks Corporation
-0.38%
-$3,035.97 
AXP American Express Company
-0.37%
-$8,278.98 
MSFT Microsoft Corp.
-0.35%
-$72,674.69 
XHB SPDR S&P Homebuilders ETF
-0.34%
-$872.35 
INTU Intuit Inc.
-0.34%
-$1,391.02 
FVD First Trust Value Line Dividend Index Fund
-0.3%
-$725.55 
PLTR Palantir Technologies Inc.
-0.3%
-$1,674.07 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$42,273 
KO The Coca-Cola Company
-0.28%
-$2,706.18 
SDY SPDR S&P Dividend ETF
-0.28%
-$661.77 
SUN Sunoco L.P.
-0.27%
-$1,818.8 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.24%
-$6,787.07 
CGCB Capital Group Core Bond ETF
-0.21%
-$1,855.6 
VPU Vanguard Utilities ETF
-0.21%
-$8,342.33 
MET MetLife Inc.
-0.2%
-$1,264.83 
CGCP Capital Group Core Plus Income ETF
-0.2%
-$806.13 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$1,449.57 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$15,799.15 
DIS The Walt Disney Company
-0.19%
-$2,420.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$620.28 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$411.84 
JCPB JPMorgan Core Plus Bond ETF
-0.17%
-$2,287.12 
CFG Citizens Financial Group, Inc.
-0.16%
-$682.75 
EPD Enterprise Products Partners L.P.
-0.15%
-$626.1 
CMCSA Comcast Corp
-0.15%
-$736.26 
FBND Fidelity Total Bond ETF
-0.14%
-$4,569.82 
TT Trane Technologies plc
-0.13%
-$438.96 
MUB iShares National Muni Bond ETF
-0.1%
-$1,014.09 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$300.21 
ABT Abbott Laboratories
-0.08%
-$558.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$282.18 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$583.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$281.05 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$191.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$256.64 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$116.71 
NEE NextEra Energy, Inc.
-0.01%
-$88.03 Events
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Dividends
Dividend Analysis
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| Trades 1689 | Longs Won 1158/1689 68% | Profit Factor 14.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.84M |
| Average Win $205,552.12 | Best Trade (Jul 19) $72.12M | Sharpe Ratio -10.05 |
| Average Loss -$30,163.16 | Worst Trade (Jul 24) -$1.93M | Z-Score 6.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3d | Expectancy $131,446.25 |
| 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% | 1.06% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 Delta Financial Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $17.68M, Microsoft Corp - $8.07M, Vanguard Growth ETF - $4.41M, Eli Lilly and Company - $1.69M, and Novo Nordisk A/S Sponsored ADR - $1.33M. 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: Pfizer Inc - $1.16M, Johnson & Johnson - $197,746.12, Seelos Therapeutics Inc - $160,000, Halliburton Company - $140,827.83, and Columbia Financial Inc - $137,899.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Delta Financial Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.88M earned over time. The largest contributors to dividend income include Apple Inc - $1.48M, Verizon Communications Inc - $779,083.06, Exxon Mobil Corporation - $731,561.28, Vanguard Intermediate-Term Corporate Bond Fund - $725,308.31, and Capital Group International Focus Equity ETF - $651,240.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Delta Financial Group Inc.'s monthly returns?
Delta Financial Group Inc.'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 Delta Financial Group Inc.'s strategy be considered aggressive or moderate?
Delta Financial Group Inc.'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 Delta Financial Group Inc.'s strategy?
Delta Financial Group Inc.'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.
