RB
Robert Braglia Portfolio
Invests via AMERICAN FINANCIAL & TAX STRATEGIES Inc. | Managed by Robert Braglia
Invests via AMERICAN FINANCIAL & TAX STRATEGIES Inc.
Managed by Robert Braglia
Automatically Tracked
Robert Braglia Profile
Robert Braglia has a distinguished career in the technology and finance sectors, showcasing a proven ability to lead and innovate. As an experienced operating executive, he has driven growth at multiple organizations by leveraging his deep expertise in corporate strategy and market expansion. His insights into operational efficiencies have consistently resulted in enhanced performance metrics for enterprises under his direction. A thought leader recognized within both industries, he frequently engages with entrepreneurs and investors to cultivate transformative business solutions that meet evolving market demands.
Robert Braglia has a distinguished career in the technology and finance sectors, showcasing a proven ability to lead and innovate. As an experienced operating executive, he has driven growth at multiple organizations by leveraging his deep expertise in corporate strategy and market expansion. His insights into operational efficiencies have consistently resulted in enhanced performance metrics for enterprises under his direction. A thought leader recognized within both industries, he frequently engages with entrepreneurs and investors to cultivate transformative business solutions that meet evolving market demands.
Investment Philosophy & Strategy
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:
31.74%
Gain +0.41%
Monthly
0.83%
Yearly
10.39%
Drawdown
13.11%
$220.83M
Equity
Holdings
$220.83M
Investment
$175.01M
$56.01M
Profit +$870,283.54
Realized
$10.18M
Unrealized
$45.83M
Dividends
$12.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.41%
Profit
$870,283.54
Win %
72%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$700,230.53
Win %
72%
This Month
Compared to last month
Gain
1.02%
Profit
$2.23M
Win %
72%
This Year
Compared to last year
Gain
-0.61%
Profit
-$1.3M
Win %
75%
VMC Vulcan Materials Company
+4.17%
+$27,068.16 
GDX VanEck Gold Miners ETF
+3.73%
+$21,135.56 
BNY BlackRock New York Municipal Income Trust
+3.24%
+$7,224.37 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.4%
+$59,551.8 
XLB Materials Select Sector SPDR Fund
+1.7%
+$25,902.63 
ICOW Pacer Developed Markets International ETF
+1.57%
+$61,786.56 
BAR GraniteShares Gold Trust
+1.39%
+$17,454.08 
MDLZ Mondelez International, Inc.
+1.33%
+$5,114.37 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.33%
+$63,058.99 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.3%
+$45,137.91 
MSFT Microsoft Corp.
+1.29%
+$6,664.68 
IDHQ Invesco S&P International Developed Quality ETF
+1.21%
+$10,899.52 
PZT Invesco New York AMT-Free Municipal Bond ETF
+1.21%
+$19,168.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.14%
+$13,792.4 
VB Vanguard Small-Cap ETF
+1.14%
+$5,801.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.13%
+$7,911.84 
COWZ Pacer US Cash Cows 100 ETF
+1.12%
+$85,410.43 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+1.11%
+$10,961 
SCHM Schwab U.S. Mid-Cap ETF
+1.1%
+$2,889 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.06%
+$13,881.4 
MO Altria Group, Inc.
+1.05%
+$8,216.67 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.05%
+$20,614.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$7,028.64 
GE General Electric Company
+1.02%
+$1,799.76 
HAUZ Xtrackers International Real Estate ETF
+1%
+$9,525.18 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.99%
+$3,615.04 
FREL Fidelity MSCI Real Estate Index ETF
+0.99%
+$53,879.58 
VNQ Vanguard Real Estate ETF
+0.94%
+$11,577.34 
FLMI Franklin Dynamic Municipal Bond ETF
+0.92%
+$25,164.89 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.91%
+$4,450 
IWR iShares Russell Mid-Cap ETF
+0.89%
+$3,457.92 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.87%
+$2,633.5 
VTWG Vanguard Russell 2000 Growth ETF
+0.86%
+$6,624.47 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$9,317.87 
VBK Vanguard Small-Cap Growth ETF
+0.84%
+$29,548.78 
DVY iShares Select Dividend ETF
+0.82%
+$3,267.84 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.81%
+$17,000.76 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$17,739.36 
VTEB Vanguard Tax-Exempt Bond ETF
+0.76%
+$40,831.56 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.75%
+$17,938.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.73%
+$1,620.06 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.73%
+$3,755.36 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$25,790.9 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.71%
+$18,858.47 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.69%
+$2,359 
ILCV iShares Morningstar Value ETF
+0.68%
+$2,352 
VO Vanguard Mid-Cap ETF
+0.67%
+$2,177.28 
EFG iShares MSCI EAFE Growth ETF
+0.65%
+$18,058.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.64%
+$4,176.31 
VOT Vanguard Mid-Cap Growth ETF
+0.64%
+$20,901.3 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$25,085.58 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$52,947.12 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.58%
+$27,387.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$20,825.71 
NULV Nuveen ESG Large-Cap Value ETF
+0.56%
+$3,416.7 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.54%
+$2,993.8 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.53%
+$1,694.57 
GOOGL Alphabet Inc
+0.52%
+$2,325.84 
SPLV Invesco S&P 500 Low Volatility ETF
+0.49%
+$29,334.24 
GRNB VanEck Green Bond ETF
+0.47%
+$1,435.2 
GOOG Alphabet Inc
+0.46%
+$1,192.91 
KO The Coca-Cola Company
+0.45%
+$2,433.97 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$17,182.97 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.43%
+$28,339.07 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.43%
+$2,513.79 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$1,030.67 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
+0.34%
+$2,319.3 
BNDX Vanguard Total International Bond ETF
+0.31%
+$33,882.09 
HDV iShares Core High Dividend ETF
+0.29%
+$14,229 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.29%
+$5,166.9 
VEU Vanguard FTSE All-World ex-US ETF
+0.24%
+$823.8 
AMZN Amazon.com Inc
+0.23%
+$2,665.02 
BSV Vanguard Short-Term Bond ETF
+0.22%
+$4,693.02 
HRSK Toews Agility Shares Hedged Risk ETF
+0.21%
+$6,153.48 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$1,476.28 
NULG Nuveen ESG Large-Cap Growth ETF
+0.12%
+$571.61 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
CSCO Cisco Systems, Inc.
-3.73%
-$65,215.44 
PM Philip Morris International Inc.
-2.5%
-$28,263.2 
NVDA NVIDIA Corporation
-1.6%
-$4,573.68 
TSLA Tesla, Inc.
-1.48%
-$8,525.1 
XOM Exxon Mobil Corporation
-1.41%
-$26,342.15 
ESGE iShares ESG Aware MSCI EM ETF
-0.81%
-$1,624.78 
ICLN iShares Global Clean Energy ETF
-0.75%
-$1,960.62 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.71%
-$77,986.88 
ILCG iShares Morningstar Growth ETF
-0.35%
-$17,018.91 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.3%
-$9,660.08 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$27,994.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.27%
-$3,974.88 
MGK Vanguard Mega Cap Growth ETF
-0.27%
-$20,720.38 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$2,020.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$14,767.38 
IWF iShares Russell 1000 Growth ETF
-0.2%
-$2,708 
VUG Vanguard Growth ETF
-0.19%
-$1,393.32 
AAPL Apple Inc.
-0.13%
-$1,867.46 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.1%
-$6,370.34 
IWP iShares Russell Mid-Cap Growth ETF
-0.07%
-$263 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.07%
-$236.3 
FLBL Franklin Senior Loan ETF
-0.07%
-$1,796.78 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.04%
-$943.57 
SCHC Schwab International Small-Cap Equity ETF
-0.02%
-$366.75 
LRGE ClearBridge Large Cap Growth ESG ETF
0%
-$4.22 Events
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Dividends
Dividend Analysis
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| Trades 824 | Longs Won 673/824 81% | Profit Factor 26.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,268.29 |
| Average Win $86,498.82 | Best Trade (Oct 14) $3.76M | Sharpe Ratio -599.98 |
| Average Loss -$14,615.21 | Worst Trade (Oct 14) -$438,536.68 | Z-Score 6.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2d | Expectancy $67,969.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,150 | $860,320.15 | $1.42M | - | $561,096.35 | 65.22% | -0.131% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 63,927 | $2.81M | $2.67M | - | -$146,073.16 | -5.19% | +0.712% |
| AMZN Amazon.com Inc | 4,517 | $691,935.29 | $1.15M | - | $458,409.1 | 66.25% | +0.232% |
| BAR GraniteShares Gold Trust | 31,168 | $638,327.27 | $1.28M | - | $636,755.61 | 99.75% | +1.388% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 120,751 | $2.34M | $3.17M | - | $829,666.34 | 35.42% | -0.304% |
| BND Vanguard Total Bond Market Index Fund | 57,668 | $4.24M | $4.08M | - | -$155,742.17 | -3.67% | +0.618% |
| BNDX Vanguard Total International Bond ETF | 233,668 | $11.52M | $11.03M | - | -$495,888.66 | -4.3% | +0.308% |
| BNY BlackRock New York Municipal Income Trust | 1,618 | $233,979 | $229,933.98 | - | -$4,045.02 | -1.73% | +3.244% |
| BRK-B Berkshire Hathaway Inc. | 534 | $190,977.41 | $282,101.57 | - | $91,124.16 | 47.71% | +0.367% |
| BSV Vanguard Short-Term Bond ETF | 27,606 | $2.13M | $2.11M | - | -$12,146.55 | -0.57% | +0.222% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 45,115 | $2.03M | $2.55M | - | $518,951.46 | 25.6% | +2.395% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 15,462 | $683,514.21 | $682,647.3 | - | -$866.91 | -0.13% | +0.341% |
| COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 219,667 | $4.32M | $6.24M | - | $1.92M | 44.54% | -0.102% |
| COWZ Pacer US Cash Cows 100 ETF | 110,207 | $6.24M | $7.73M | - | $1.48M | 23.78% | +1.118% |
| CSCO Cisco Systems, Inc. | 15,381 | $1M | $1.68M | - | $679,094.46 | 67.67% | -3.731% |
| DVY iShares Select Dividend ETF | 2,553 | $302,601.11 | $403,042.11 | - | $100,441 | 33.19% | +0.817% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 6,007 | $236,631.46 | $319,632.47 | - | $83,001.01 | 35.08% | +0.533% |
| EFG iShares MSCI EAFE Growth ETF | 23,452 | $2.27M | $2.8M | - | $525,065.85 | 23.12% | +0.65% |
| EFV iShares MSCI EAFE Value ETF | 27,936 | $1.46M | $2.21M | - | $753,844.19 | 51.79% | +0.809% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 7,139 | $636,189.58 | $655,324.5 | - | $19,134.92 | 3.01% | +0.641% |
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FAQ
Which stocks have generated the highest profits for Robert Braglia?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $1.95M, Vanguard Total International Bond ETF - $1.15M, Schwab U.S. Large-Cap Growth ETF - $1.12M, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $812,158.24, and Vanguard Russell 1000 Growth Fund - $727,396.44. 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: PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $142.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Braglia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.9M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $1.15M, Vanguard Emerging Markets Government Bond Fund - $590,867.86, Franklin Senior Loan ETF - $541,608.35, GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF - $530,912.34, and abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $516,595.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Braglia's monthly returns?
Robert Braglia's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robert Braglia's strategy be considered aggressive or moderate?
Robert Braglia'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 Robert Braglia's strategy?
Robert Braglia'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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