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:
26.24%
Gain -0.41%
Monthly
1.17%
Yearly
14.99%
Drawdown
15.98%
$181M
Equity
Holdings
$181M
Investment
$156.58M
$26.88M
Profit -$571,227.92
Realized
$2.46M
Unrealized
$24.42M
Dividends
$3.09M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$571,227.92
Win %
67%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.16M
Win %
67%
This Month
Compared to last month
Gain
-0.32%
Profit
-$571,227.92
Win %
67%
This Year
Compared to last year
Gain
1.2%
Profit
$2.14M
Win %
68%
IESC Ies Holdings Inc.
+30.27%
+$57,436 
AMZN Amazon.com Inc
+15.32%
+$576,919.04 
ETN Eaton Corporation plc
+7.32%
+$79,890.82 
GOOG Alphabet Inc
+6.88%
+$239,163.64 
GOOGL Alphabet Inc
+6.73%
+$142,729.44 
APO Apollo Global Management, Inc.
+4.44%
+$39,200.94 
META Meta Platforms Inc Class A
+3.28%
+$48,602.3 
MSFT Microsoft Corp.
+3.02%
+$172,864.91 
NVDA NVIDIA Corporation
+2.93%
+$119,932.99 
TW Tradeweb Markets Inc.
+2.76%
+$6,723 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$16,893.81 
CVX Chevron Corporation
+2.35%
+$16,891.24 
MRVL Marvell Technology, Inc.
+2.32%
+$12,716.1 
FAST Fastenal Co.
+2.25%
+$8,425.2 
GLW Corning Incorporated
+2.24%
+$5,820.63 
WDC Western Digital Corporation
+2.21%
+$7,788.03 
CSCO Cisco Systems, Inc.
+2.14%
+$21,930.75 
GWW W.W. Grainger, Inc.
+1.97%
+$9,676.25 
OKE ONEOK, Inc.
+1.95%
+$4,417.86 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,613.05 
ORCL Oracle Corporation
+1.81%
+$6,828.36 
VTR Ventas Inc.
+1.73%
+$4,660.29 
FLEX Flex Ltd.
+1.64%
+$2,331.28 
KMI Kinder Morgan, Inc.
+1.64%
+$4,208.36 
ACN Accenture plc Class A
+1.61%
+$5,202.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,476.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,677.12 
GE General Electric Company
+1.42%
+$7,147.63 
PWRD TCW Transform Systems ETF
+1.38%
+$14,464.8 
OWL Blue Owl Capital Inc.
+1.38%
+$2,821.28 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$3,822.09 
USO United States Oil Fund, LP
+1.33%
+$3,971.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,410.32 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$3,386.4 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$25,410.31 
ITW Illinois Tool Works Inc.
+1.15%
+$4,397.25 
SANM Sanmina Corporation
+1.13%
+$2,450.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,864 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$1,708.97 
NOW ServiceNow, Inc.
+1.05%
+$6,148 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,820 
ADP Automatic Data Processing Inc.
+0.98%
+$9,414.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,020.96 
OEF iShares S&P 100 ETF
+0.95%
+$4,072.41 
UNP Union Pacific Corporation
+0.92%
+$5,265.26 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,300.52 
WMB The Williams Companies, Inc.
+0.89%
+$7,341.39 
JAVA JPMorgan Active Value ETF
+0.87%
+$16,367.4 
IBM International Business Machines Corporation
+0.86%
+$2,263.33 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,721.88 
GEV GE Vernova Inc.
+0.85%
+$5,767.14 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,005.86 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$2,352.01 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$4,208.1 
MCD McDonald's Corporation
+0.82%
+$4,650.82 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$23,446.14 
TSLA Tesla, Inc.
+0.76%
+$4,498.12 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,304.76 
TRGP Targa Resources Corp.
+0.76%
+$3,718.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,514.25 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$28,334.19 
AGIX KraneShares AI and Tech ETF
+0.71%
+$3,588.6 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,036.36 
CAT Caterpillar Inc.
+0.7%
+$1,077.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$59,356.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,210.35 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,883 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,660.05 
IWB iShares Russell 1000 ETF
+0.64%
+$4,388.6 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$8,167.58 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,743.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,993.31 
EQL Alps Equal Sector Weight ETF
+0.57%
+$5,252.52 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$2,749.99 
EMOP AB Emerging Markets Opportunities ETF
+0.49%
+$3,692.88 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,970.56 
IYW iShares U.S. Technology ETF
+0.46%
+$3,094.15 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,124.54 
PFE Pfizer Inc.
+0.4%
+$2,035.8 
RTX RTX Corporation
+0.39%
+$1,879.08 
VLO Valero Energy Corporation
+0.38%
+$1,575.56 
AVGO Broadcom Inc.
+0.37%
+$17,903.52 
PG Procter & Gamble Co
+0.37%
+$2,464.5 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,597.74 
TDG TransDigm Group Inc.
+0.36%
+$674.97 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$954.82 
GD General Dynamics Corporation
+0.32%
+$2,252.12 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$484.63 
JPM JPMorgan Chase & Co.
+0.27%
+$5,763.14 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.24%
+$1,040 
BGIG Bahl & Gaynor Income Growth ETF
+0.22%
+$868.4 
CME CME Group Inc.
+0.21%
+$772.36 
JNJ Johnson & Johnson
+0.21%
+$3,958.57 
ADI Analog Devices, Inc.
+0.2%
+$1,898.07 
CMI Cummins Inc.
+0.19%
+$930.88 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$519.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$450 
MS Morgan Stanley
+0.17%
+$457.56 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$588.25 
VICI Vici Properties Inc.
+0.15%
+$609.92 
ABLD Aba Fcf Real Asset Laddered ETF
+0.14%
+$435.87 
ISRG Intuitive Surgical, Inc.
+0.1%
+$290.15 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$758.49 
WMT Walmart Inc.
+0.09%
+$6,069.72 
ABT Abbott Laboratories
+0.09%
+$246.33 
IYG iShares U.S. Financial Services ETF
+0.06%
+$267 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$84.61 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$508,961.64 
SYK Stryker Corporation
-6.42%
-$477,093.02 
LIN Linde plc
-5.95%
-$42,999.47 
MU Micron Technology, Inc.
-5.9%
-$12,597.71 
SPOT Spotify Technology S.A.
-4.34%
-$15,664.96 
SHOP Shopify Inc.
-4.29%
-$23,598.75 
FNV Franco-Nevada Corporation
-3.81%
-$10,026.72 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$5,485.37 
FETH Fidelity Ethereum Fund
-2.98%
-$8,628.09 
IBIT iShares Bitcoin Trust
-2.89%
-$8,639 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$9,931.35 
MLM Martin Marietta Materials, Inc.
-2.75%
-$13,061.93 
ABBV AbbVie Inc.
-2.51%
-$33,851.04 
NFLX Netflix, Inc.
-2%
-$8,602.32 
AMD Advanced Micro Devices, Inc.
-1.9%
-$26,888.46 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$5,421.52 
UNH UnitedHealth Group Incorporated
-1.68%
-$26,463.05 
DRI Darden Restaurants, Inc.
-1.64%
-$8,132.61 
LRCX Lam Research Corporation
-1.58%
-$6,152.31 
IAU iShares Gold Trust
-1.46%
-$3,619.39 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$19,724.71 
GRMN Garmin Ltd.
-1.27%
-$8,618.2 
MDLZ Mondelez International, Inc.
-1.22%
-$6,701.33 
UBS UBS Group AG
-1.22%
-$5,965.7 
SHW The Sherwin-Williams Company
-1.16%
-$2,393.99 
AVB AvalonBay Communities, Inc.
-1.16%
-$3,537.1 
SRE Sempra
-1.15%
-$4,625.73 
NEE NextEra Energy, Inc.
-1.15%
-$11,640.25 
TKO Tko Group Holdings Inc.
-1.09%
-$2,946 
TXN Texas Instruments Inc
-1.08%
-$3,515.3 
CTAS Cintas Corporation
-1.04%
-$5,927.01 
CRH CRH plc
-1.03%
-$4,451.03 
KO The Coca-Cola Company
-1.02%
-$2,728.8 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,039.6 
PPL PPL Corporation
-0.98%
-$4,003.65 
XOM Exxon Mobil Corporation
-0.97%
-$19,189.26 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$5,441.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,416.95 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3,863.31 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$3,010.72 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,484.71 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$2,378.6 
MA Mastercard Incorporated
-0.74%
-$1,984.75 
BLK BlackRock, Inc.
-0.73%
-$4,556.57 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$1,169.28 
MAR Marriott International Inc. - Class A
-0.71%
-$2,583.77 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,510.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,689 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,960.34 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,590.11 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$2,724.2 
PM Philip Morris International Inc.
-0.61%
-$2,789.5 
WEC WEC Energy Group Inc.
-0.57%
-$2,678.77 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$2,053.14 
CPAI Counterpoint Quantitative Equity ETF
-0.55%
-$1,400 
LLY Eli Lilly and Company
-0.53%
-$12,922.04 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$6,443.98 
IWM iShares Russell 2000 ETF
-0.47%
-$6,085.38 
TRV The Travelers Companies, Inc.
-0.43%
-$3,318.68 
TEL TE Connectivity plc
-0.43%
-$2,438.6 
HD The Home Depot, Inc.
-0.42%
-$6,916.74 
VGT Vanguard Information Technology ETF
-0.38%
-$2,137.96 
AXP American Express Company
-0.38%
-$862.32 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$4,334.35 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,604.9 
CEG Constellation Energy Corporation
-0.31%
-$882.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$681.73 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$5,464.64 
VXF Vanguard Extended Market ETF
-0.3%
-$2,171.89 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,158.78 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$956.81 
FBND Fidelity Total Bond ETF
-0.27%
-$1,023.48 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$794.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$998.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$5,222.75 
COST Costco Wholesale Corporation
-0.24%
-$1,778.38 
VB Vanguard Small-Cap ETF
-0.22%
-$511.48 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,157.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,553.53 
BRTR iShares Total Return Act ETF
-0.21%
-$771.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$460.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,105.18 
IHG Intercontinental Hotels Group PLC ADR
-0.19%
-$706.18 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$425.1 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$658.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$361.18 
IXUS iShares Core International Stock ETF
-0.15%
-$650.02 
MUB iShares National Muni Bond ETF
-0.11%
-$1,302.24 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$775.95 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$439.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$233.7 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$468.15 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,348.9 
V Visa Inc. Class A
-0.04%
-$490.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$74.26 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$114.6 
UBER Uber Technologies, Inc.
-0.01%
-$68.99 Events
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Dividends
Dividend Analysis
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| Trades 1056 | Longs Won 676/1056 64% | Profit Factor 4.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $94,154.25 |
| Average Win $51,711.07 | Best Trade (Aug 10) $1.18M | Sharpe Ratio -9.85 |
| Average Loss -$21,242.67 | Worst Trade (Aug 28) -$808,164.76 | Z-Score 7.89 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $25,458.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,757 | $5.22M | $6.41M | - | $1.19M | 22.84% | -7.354% |
| ABBV AbbVie Inc. | 5,232 | $1.02M | $1.31M | - | $288,265.64 | 28.13% | -2.513% |
| ABFL Abacus FCF Leaders ETF | 13,834 | $987,470.07 | $1.12M | - | $137,372.47 | 13.91% | 0.0 |
| ABLD Aba Fcf Real Asset Laddered ETF | 9,686 | $302,494.84 | $300,217.57 | - | -$2,277.27 | -0.75% | +0.145% |
| ABT Abbott Laboratories | 2,737 | $304,262.96 | $289,300.9 | - | -$14,962.06 | -4.92% | +0.085% |
| ACN Accenture plc Class A | 1,978 | $655,432.11 | $328,189.76 | - | -$327,242.35 | -49.93% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,270 | $224,111 | $246,067.5 | - | $21,956.5 | 9.8% | -0.172% |
| ADI Analog Devices, Inc. | 2,565 | $682,941.97 | $942,406.65 | - | $259,464.68 | 37.99% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,635 | $1.07M | $968,582.06 | - | -$102,443.74 | -9.57% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,891 | $2.07M | $2.03M | - | -$39,596.35 | -1.91% | -0.256% |
| AGIX KraneShares AI and Tech ETF | 11,962 | $560,900 | $505,872.98 | - | -$55,027.02 | -9.81% | +0.714% |
| AMD Advanced Micro Devices, Inc. | 2,910 | $451,074.16 | $1.39M | - | $934,522.31 | 207.18% | -1.904% |
| AMZN Amazon.com Inc | 15,990 | $3.47M | $4.34M | - | $870,400.42 | 25.07% | +15.321% |
| APO Apollo Global Management, Inc. | 7,341 | $959,719.71 | $921,956.19 | - | -$37,763.52 | -3.93% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 879 | $1.14M | $1.43M | - | $295,418.2 | 25.99% | -1.359% |
| AVB AvalonBay Communities, Inc. | 1,630 | $314,262.2 | $302,544.3 | - | -$11,717.9 | -3.73% | -1.156% |
| AVGO Broadcom Inc. | 12,433 | $2.92M | $4.84M | - | $1.92M | 65.47% | +0.371% |
| AXP American Express Company | 679 | $229,672 | $228,313.75 | - | -$1,358.25 | -0.59% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 1,788 | $348,753.33 | $303,316.32 | - | -$45,437.01 | -13.03% | -0.992% |
| BAI iShares A.I. Innovation and Tech Active ETF | 31,414 | $1.04M | $1.3M | - | $258,522.25 | 24.85% | +0.633% |
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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 - $860,800.47, Capital Group Short Duration Municipal Income ETF - $444,942.67, Johnson & Johnson - $308,506.7, Corning Incorporated - $288,349.77, and Broadcom Inc - $236,060.58. 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 - $132,152.76, Marsh & McLennan Companies, Inc - $123,032, 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 $3.09M earned over time. The largest contributors to dividend income include Capital Group Short Duration Municipal Income ETF - $301,983.61, Stryker Corporation - $110,715.84, iShares Flexible Income Active ETF - $85,844.23, iShares Core S&P 500 ETF - $70,417.08, and iShares MSCI EAFE Value ETF - $67,924.15. 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.
