Charles Corkery Portfolio
Invests via PUREfi Wealth, LLC | Managed by Charles Brady Corkery
Invests via PUREfi Wealth, LLC
Managed by Charles Brady Corkery
Automatically Tracked
Charles Corkery Profile
Veteran credit investor and founder focused on distressed and special situations investing, he has built a track record sourcing complex credit opportunities across North America. Charles Corkery led portfolio construction, deal sourcing and operational turnarounds at boutique and institutional firms, leveraging experience in restructuring, leveraged finance and direct lending. He is known for value-oriented, risk-adjusted returns, active portfolio management and deep relationships with restructuring advisors and credit managers.
Veteran credit investor and founder focused on distressed and special situations investing, he has built a track record sourcing complex credit opportunities across North America. Charles Corkery led portfolio construction, deal sourcing and operational turnarounds at boutique and institutional firms, leveraging experience in restructuring, leveraged finance and direct lending. He is known for value-oriented, risk-adjusted returns, active portfolio management and deep relationships with restructuring advisors and credit managers.
Investment Philosophy & Strategy
Focuses on opportunistic credit and special situations, prioritizing distressed corporate credits, restructuring, and stressed leveraged finance where asymmetric returns can be realized. Emphasizes fundamental credit work, conservative capital allocation and active portfolio management—seeking control or influential creditor positions to steer operational turnarounds. Underwrites investments with stress-tested downside scenarios, relative-value sourcing across North America, and a multi-year time horizon to realize value through restructurings or strategic exits. Relies on deep restructuring relationships and disciplined risk-adjusted return targets.
Focuses on opportunistic credit and special situations, prioritizing distressed corporate credits, restructuring, and stressed leveraged finance where asymmetric returns can be realized. Emphasizes fundamental credit work, conservative capital allocation and active portfolio management—seeking control or influential creditor positions to steer operational turnarounds. Underwrites investments with stress-tested downside scenarios, relative-value sourcing across North America, and a multi-year time horizon to realize value through restructurings or strategic exits. Relies on deep restructuring relationships and disciplined risk-adjusted return targets.
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:
27.31%
Gain +0.11%
Monthly
1.13%
Yearly
14.43%
Drawdown
15.98%
$182.08M
Equity
Holdings
$182.08M
Investment
$156.58M
$27.96M
Profit +$127,319.5
Realized
$2.46M
Unrealized
$25.5M
Dividends
$3.52M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$127,319.5
Win %
65%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$268,876.77
Win %
65%
This Month
Compared to last month
Gain
1.94%
Profit
$3.46M
Win %
65%
This Year
Compared to last year
Gain
1.8%
Profit
$3.22M
Win %
66%
HONA Honeywell Aerospace Inc.
+3.42%
+$5,547.72 
IHG Intercontinental Hotels Group PLC ADR
+3.02%
+$11,435.58 
BTI British American Tobacco p.l.c. ADR
+2.74%
+$8,288.67 
KMI Kinder Morgan, Inc.
+2.58%
+$6,838.59 
TRGP Targa Resources Corp.
+2.54%
+$13,126.3 
RTX RTX Corporation
+2.49%
+$10,402.05 
PM Philip Morris International Inc.
+2.48%
+$11,701.82 
PNC The PNC Financial Services Group, Inc.
+2.47%
+$22,753.35 
JPM JPMorgan Chase & Co.
+2.42%
+$49,845.03 
MLM Martin Marietta Materials, Inc.
+2.14%
+$9,255.86 
MAR Marriott International Inc. - Class A
+2.07%
+$7,780.51 
MDLZ Mondelez International, Inc.
+2.02%
+$11,096.33 
GE General Electric Company
+1.97%
+$8,732.05 
GRMN Garmin Ltd.
+1.9%
+$12,401.55 
CRH CRH plc
+1.9%
+$7,036.24 
BLK BlackRock, Inc.
+1.83%
+$11,688.37 
HD The Home Depot, Inc.
+1.8%
+$27,616.85 
OKE ONEOK, Inc.
+1.8%
+$4,138.57 
APO Apollo Global Management, Inc.
+1.75%
+$14,388.36 
LLY Eli Lilly and Company
+1.73%
+$45,617.12 
BNY BlackRock New York Municipal Income Trust
+1.72%
+$5,741.32 
GD General Dynamics Corporation
+1.67%
+$10,356.06 
AXP American Express Company
+1.64%
+$3,496.85 
VCTR Victory Capital Holdings, Inc. Class A
+1.56%
+$8,550 
LIN Linde plc
+1.55%
+$10,887.28 
PG Procter & Gamble Co
+1.5%
+$10,950.74 
KO The Coca-Cola Company
+1.49%
+$4,153.84 
SRE Sempra
+1.48%
+$5,434.11 
FNV Franco-Nevada Corporation
+1.44%
+$4,122.36 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$3,157.35 
IYK iShares U.S. Consumer Staples ETF
+1.41%
+$5,195.92 
TDG TransDigm Group Inc.
+1.39%
+$2,373.72 
LHX L3Harris Technologies, Inc.
+1.35%
+$2,905.5 
WEC WEC Energy Group Inc.
+1.34%
+$6,037.84 
JNJ Johnson & Johnson
+1.28%
+$24,274.25 
PPL PPL Corporation
+1.2%
+$4,747.19 
DRI Darden Restaurants, Inc.
+1.16%
+$5,961.52 
AAPL Apple Inc.
+1.15%
+$81,782.58 
NEE NextEra Energy, Inc.
+1.15%
+$10,487.75 
IYG iShares U.S. Financial Services ETF
+1.15%
+$4,717 
VICI Vici Properties Inc.
+1.13%
+$4,040.72 
UBS UBS Group AG
+1.12%
+$4,910.23 
XLF Financial Select Sector SPDR Fund
+1.11%
+$2,395.43 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$4,965.02 
CVX Chevron Corporation
+1.1%
+$9,006.13 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$5,414.5 
ACN Accenture plc Class A
+1.06%
+$4,727.42 
COST Costco Wholesale Corporation
+1.06%
+$8,111.99 
ABLD Aba Fcf Real Asset Laddered ETF
+1.04%
+$3,144.08 
VTR Ventas Inc.
+1.02%
+$2,535.32 
EFV iShares MSCI EAFE Value ETF
+1%
+$11,913.87 
V Visa Inc. Class A
+1%
+$13,986.5 
WMT Walmart Inc.
+0.97%
+$69,496.92 
ABBV AbbVie Inc.
+0.95%
+$14,047.97 
SCHD Schwab U.S. Dividend Equity ETF
+0.94%
+$2,415.75 
ITW Illinois Tool Works Inc.
+0.94%
+$3,463.68 
WMB The Williams Companies, Inc.
+0.94%
+$7,574.45 
TRV The Travelers Companies, Inc.
+0.85%
+$6,617 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$14,349.66 
XOM Exxon Mobil Corporation
+0.8%
+$17,496.22 
TKO Tko Group Holdings Inc.
+0.79%
+$2,047.46 
MS Morgan Stanley
+0.75%
+$1,734.9 
TXN Texas Instruments Inc
+0.73%
+$2,362.92 
SHW The Sherwin-Williams Company
+0.72%
+$1,458 
SYK Stryker Corporation
+0.72%
+$44,847.39 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$11,377.97 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$1,699.84 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.67%
+$2,730 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.66%
+$2,775.6 
BGIG Bahl & Gaynor Income Growth ETF
+0.65%
+$2,550.93 
PFE Pfizer Inc.
+0.65%
+$3,878.2 
FDVV Fidelity High Dividend ETF
+0.62%
+$2,808.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.6%
+$4,432.68 
ISRG Intuitive Surgical, Inc.
+0.57%
+$1,975.1 
CME CME Group Inc.
+0.55%
+$2,140.9 
CMI Cummins Inc.
+0.52%
+$2,113.53 
VCR Vanguard Consumer Discretionary ETF
+0.52%
+$3,208.52 
JAVA JPMorgan Active Value ETF
+0.51%
+$9,703.53 
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$1,886.15 
MCD McDonald's Corporation
+0.48%
+$2,452.24 
ADP Automatic Data Processing Inc.
+0.47%
+$4,870.9 
EFG iShares MSCI EAFE Growth ETF
+0.45%
+$2,023.38 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$2,603.36 
ADI Analog Devices, Inc.
+0.45%
+$4,616.97 
IWD iShares Russell 1000 Value ETF
+0.45%
+$2,181.96 
MA Mastercard Incorporated
+0.44%
+$1,274.91 
TW Tradeweb Markets Inc.
+0.44%
+$1,220.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.43%
+$993.3 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$984 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$1,712.1 
FAST Fastenal Co.
+0.41%
+$1,644.92 
EQL Alps Equal Sector Weight ETF
+0.4%
+$3,712.96 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.31%
+$985.42 
CTAS Cintas Corporation
+0.3%
+$1,739.97 
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$970.59 
CORO Ishares International Country Rotational Active ETF
+0.25%
+$543.78 
FIDU Fidelity MSCI Industrials Index ETF
+0.24%
+$1,132.95 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$438.25 
ABT Abbott Laboratories
+0.2%
+$574.77 
IXUS iShares Core International Stock ETF
+0.18%
+$789.31 
OWL Blue Owl Capital Inc.
+0.17%
+$302.28 
GOVT iShares U.S. Treasury Bond ETF
+0.16%
+$463.47 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.15%
+$376.05 
BRTR iShares Total Return Act ETF
+0.15%
+$533.6 
BINC iShares Flexible Income Active ETF
+0.13%
+$3,817.06 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$2,506.92 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$636.51 
IAU iShares Gold Trust
+0.12%
+$304.29 
TEL TE Connectivity plc
+0.12%
+$685 
FBND Fidelity Total Bond ETF
+0.1%
+$383.81 
IJR iShares Core S&P Small-Cap ETF
+0.1%
+$259.98 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.09%
+$380.75 
UNP Union Pacific Corporation
+0.06%
+$354.98 
GEV GE Vernova Inc.
+0.04%
+$270.66 
QUS SPDR MSCI USA StrategicFactors ETF
+0.02%
+$66.22 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$341.54 
AVB AvalonBay Communities, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
FLEX Flex Ltd.
-5.16%
-$6,436.36 
WDC Western Digital Corporation
-4.88%
-$11,474.11 
NOW ServiceNow, Inc.
-4.48%
-$35,245 
SANM Sanmina Corporation
-4.28%
-$9,518.25 
MU Micron Technology, Inc.
-3.66%
-$8,311.86 
LRCX Lam Research Corporation
-3.6%
-$13,077.7 
AMD Advanced Micro Devices, Inc.
-3.56%
-$58,319.6 
BAI iShares A.I. Innovation and Tech Active ETF
-3.51%
-$47,749.28 
ORCL Oracle Corporation
-3.35%
-$13,331.56 
AGIX KraneShares AI and Tech ETF
-3.12%
-$16,986.04 
MTSI MACOM Technology Solutions Holdings, Inc.
-3.05%
-$5,180.15 
MRVL Marvell Technology, Inc.
-2.95%
-$21,253.2 
GLW Corning Incorporated
-2.72%
-$7,242.15 
AVGO Broadcom Inc.
-2.34%
-$100,209.86 
META Meta Platforms Inc Class A
-2.19%
-$44,368.78 
NFLX Netflix, Inc.
-2.15%
-$9,191.52 
XLK State Street Technology Select Sector SPDR ETF
-1.85%
-$23,587.2 
MTUM iShares MSCI USA Momentum Factor ETF
-1.82%
-$3,244.59 
IYW iShares U.S. Technology ETF
-1.78%
-$13,179.03 
CSCO Cisco Systems, Inc.
-1.76%
-$17,463.37 
FTEC Fidelity MSCI Information Technology Index ETF
-1.74%
-$22,981.35 
VGT Vanguard Information Technology ETF
-1.7%
-$10,316.9 
ETN Eaton Corporation plc
-1.58%
-$17,947.95 
VBK Vanguard Small-Cap Growth ETF
-1.53%
-$5,335.2 
UNH UnitedHealth Group Incorporated
-1.47%
-$22,383.18 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$13,110.87 
GOOGL Alphabet Inc
-1.34%
-$29,790.88 
IESC Ies Holdings Inc.
-1.32%
-$2,304.08 
MSFT Microsoft Corp.
-1.29%
-$88,082.48 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.23%
-$1,668.66 
GOOG Alphabet Inc
-1.21%
-$43,418.04 
FBCG Fidelity Blue Chip Growth Fund
-1.17%
-$27,091.8 
SHOP Shopify Inc.
-1.15%
-$9,169.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.11%
-$3,119.99 
IWF iShares Russell 1000 Growth ETF
-1.1%
-$9,669.66 
IBM International Business Machines Corporation
-1.08%
-$2,986.2 
VONG Vanguard Russell 1000 Growth Fund
-1.05%
-$2,661.24 
IWY iShares Russell Top 200 Growth ETF
-1.05%
-$2,261.34 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.02%
-$2,940 
CEG Constellation Energy Corporation
-1.01%
-$3,041.1 
IEMG iShares Core MSCI Emerging Markets ETF
-0.99%
-$17,207.19 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.95%
-$4,352 
VXF Vanguard Extended Market ETF
-0.85%
-$6,026.23 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.83%
-$2,123.64 
VWO Vanguard FTSE Emerging Markets ETF
-0.82%
-$4,348.51 
IBIT iShares Bitcoin Trust
-0.81%
-$3,056.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$6,283.93 
FCOM Fidelity MSCI Communication Services Index ETF
-0.8%
-$2,455.14 
GBTC Grayscale Bitcoin Trust ETF
-0.72%
-$3,194.7 
PWRD TCW Transform Systems ETF
-0.71%
-$7,084.8 
TSLA Tesla, Inc.
-0.69%
-$4,774.53 
BLCR iShares Large Cap Core ACT ETF
-0.62%
-$1,851.32 
USO United States Oil Fund, LP
-0.62%
-$2,279.5 
CPAI Counterpoint Quantitative Equity ETF
-0.59%
-$1,550 
ABFL Abacus FCF Leaders ETF
-0.51%
-$5,671.94 
IWM iShares Russell 2000 ETF
-0.51%
-$6,129.14 
VB Vanguard Small-Cap ETF
-0.44%
-$984.25 
THRO iShares U.S. Thematic Rotation Active ETF
-0.34%
-$908.1 
UBER Uber Technologies, Inc.
-0.34%
-$1,655.76 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,025.7 
OEF iShares S&P 100 ETF
-0.32%
-$1,459.48 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$1,270.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.31%
-$1,605.77 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.29%
-$9,068.79 
PFF iShares Preferred and Income Securities ETF
-0.29%
-$2,149.05 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.29%
-$1,870.24 
IWB iShares Russell 1000 ETF
-0.25%
-$1,803.08 
SPY SPDR S&P 500 ETF Trust
-0.25%
-$10,134.46 
VOO Vanguard S&P 500 ETF
-0.24%
-$727.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.23%
-$1,407.77 
IVV iShares Core S&P 500 ETF
-0.23%
-$21,041.29 
CAT Caterpillar Inc.
-0.22%
-$302.1 
EMOP AB Emerging Markets Opportunities ETF
-0.2%
-$1,538.7 
NVDA NVIDIA Corporation
-0.2%
-$9,241.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.2%
-$597.54 
SPOT Spotify Technology S.A.
-0.19%
-$701.37 
FETH Fidelity Ethereum Fund
-0.18%
-$681.16 
ETHE Grayscale Ethereum Trust ETF
-0.18%
-$408.49 
FALN iShares Fallen Angels USD Bond ETF
-0.17%
-$1,163.92 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$577.08 
AMZN Amazon.com Inc
-0.11%
-$4,636.94 
AZN AstraZeneca PLC American Depositary Shares
-0.1%
-$303.94 
GWW W.W. Grainger, Inc.
-0.08%
-$381.92 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$229.2 
VLO Valero Energy Corporation
-0.04%
-$251.56 
ASML ASML Holding N.V. New York Registry Shares
-0.01%
-$114.22 
FHLC Fidelity MSCI Health Care Index ETF
-0.01%
-$27.98 
MUB iShares National Muni Bond ETF
-0.01%
-$54.26 
LMUB iShares Long-Term National Muni Bond ETF
-0.01%
-$23.41 Events
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Dividends
Dividend Analysis
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| Trades 1056 | Longs Won 666/1056 63% | Profit Factor 4.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $110,922.83 |
| Average Win $55,852.53 | Best Trade (Oct 16) $1.31M | Sharpe Ratio -12.41 |
| Average Loss -$23,678.55 | Worst Trade (Oct 15) -$1.65M | Z-Score 6.71 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $26,480.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,757 | $5.22M | $7.18M | - | $1.96M | 37.57% | +1.152% |
| ABBV AbbVie Inc. | 5,232 | $1.02M | $1.5M | - | $472,144.28 | 46.08% | +0.947% |
| ABFL Abacus FCF Leaders ETF | 13,834 | $987,470.07 | $1.11M | - | $119,941.63 | 12.15% | -0.51% |
| ABLD Aba Fcf Real Asset Laddered ETF | 9,686 | $302,494.84 | $305,012.14 | - | $2,517.3 | 0.83% | +1.042% |
| ABT Abbott Laboratories | 2,737 | $304,262.96 | $287,083.93 | - | -$17,179.03 | -5.65% | +0.201% |
| ACN Accenture plc Class A | 1,978 | $655,432.11 | $449,619.18 | - | -$205,812.93 | -31.4% | +1.063% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,270 | $224,111 | $244,448.85 | - | $20,337.85 | 9.07% | +0.154% |
| ADI Analog Devices, Inc. | 2,565 | $682,941.97 | $1.04M | - | $357,806.78 | 52.39% | +0.446% |
| ADP Automatic Data Processing Inc. | 3,635 | $1.07M | $1.04M | - | -$27,817.15 | -2.6% | +0.469% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,891 | $2.07M | $2M | - | -$78,035.79 | -3.76% | +0.126% |
| AGIX KraneShares AI and Tech ETF | 11,962 | $560,900 | $527,883.06 | - | -$33,016.94 | -5.89% | -3.117% |
| AMD Advanced Micro Devices, Inc. | 2,910 | $451,074.16 | $1.58M | - | $1.13M | 249.78% | -3.565% |
| AMZN Amazon.com Inc | 15,990 | $3.47M | $4.07M | - | $596,811.68 | 17.19% | -0.114% |
| APO Apollo Global Management, Inc. | 7,341 | $959,719.71 | $835,626.03 | - | -$124,093.68 | -12.93% | +1.752% |
| ASML ASML Holding N.V. New York Registry Shares | 879 | $1.14M | $1.46M | - | $320,302.69 | 28.18% | -0.008% |
| AVB AvalonBay Communities, Inc. | 1,630 | $314,262.2 | $300,017.8 | - | -$14,244.4 | -4.53% | 0.0 |
| AVGO Broadcom Inc. | 12,433 | $2.92M | $4.18M | - | $1.26M | 42.94% | -2.341% |
| AXP American Express Company | 679 | $229,672 | $216,614.58 | - | -$13,057.42 | -5.69% | +1.641% |
| AZN AstraZeneca PLC American Depositary Shares | 1,788 | $348,753.33 | $297,719.88 | - | -$51,033.45 | -14.63% | -0.102% |
| BAI iShares A.I. Innovation and Tech Active ETF | 31,414 | $1.04M | $1.31M | - | $273,286.83 | 26.27% | -3.508% |
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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 Charles Corkery?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $873,718.73, Capital Group Short Duration Municipal Income ETF - $444,941.85, Johnson & Johnson - $318,515.16, Corning Incorporated - $288,887.65, and Broadcom Inc - $244,142.03. 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: Adobe Inc - $149,776.11, HubSpot, Inc - $132,713.23, Accenture plc Class A - $128,770.38, Marsh & McLennan Companies, Inc - $121,717.28, and ServiceNow, Inc - $119,647.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles Corkery's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.52M earned over time. The largest contributors to dividend income include Capital Group Short Duration Municipal Income ETF - $301,982.79, Stryker Corporation - $129,509.12, iShares Flexible Income Active ETF - $99,228.6, iShares Core S&P 500 ETF - $95,951.94, and Exxon Mobil Corporation - $79,036.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles Corkery's monthly returns?
Charles Corkery'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 Charles Corkery's strategy be considered aggressive or moderate?
Charles Corkery'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 Charles Corkery's strategy?
Charles Corkery'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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