Smart Wealth LLC Portfolio
Invests via Smart Wealth LLC | Managed by David Andrew Brooks Sr.
Invests via Smart Wealth LLC
Managed by David Andrew Brooks Sr.
Automatically Tracked
Company Profile
Privately held wealth manager offering tax-aware financial planning, discretionary portfolio management, and retirement solutions for HNW and affluent clients. Smart Wealth LLC operates with a multi-asset, fee-based model and emphasizes financial planning-led client acquisition, use of ETFs and SMA sleeves, and partnership distribution through advisors and RIAs.
Privately held wealth manager offering tax-aware financial planning, discretionary portfolio management, and retirement solutions for HNW and affluent clients. Smart Wealth LLC operates with a multi-asset, fee-based model and emphasizes financial planning-led client acquisition, use of ETFs and SMA sleeves, and partnership distribution through advisors and RIAs.
Investment Philosophy & Strategy
Adopts a planning-first, tax-aware wealth management philosophy focused on preserving and compounding capital for high-net-worth and affluent clients through multi-asset, fee-based portfolios. Preference for low-cost ETFs and SMA sleeves enables tactical asset allocation and tax-loss harvesting while maintaining diversified beta and concentrated active sleeves where conviction warrants. Capital deployment balances income and growth, emphasizes tax efficiency and downside risk controls, and leverages advisor and RIA partnerships to scale relationships and customized retirement solutions.
Adopts a planning-first, tax-aware wealth management philosophy focused on preserving and compounding capital for high-net-worth and affluent clients through multi-asset, fee-based portfolios. Preference for low-cost ETFs and SMA sleeves enables tactical asset allocation and tax-loss harvesting while maintaining diversified beta and concentrated active sleeves where conviction warrants. Capital deployment balances income and growth, emphasizes tax efficiency and downside risk controls, and leverages advisor and RIA partnerships to scale relationships and customized retirement solutions.
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:
45.04%
Gain +0.56%
Monthly
0.96%
Yearly
12.15%
Drawdown
14.76%
$466.4M
Equity
Holdings
$466.4M
Investment
$420.06M
$98.48M
Profit +$1.75M
Realized
$52.14M
Unrealized
$46.34M
Dividends
$17.12M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$1.75M
Win %
76%
This Week
Compared To Last Week
Gain
0.38%
Profit
$1.75M
Win %
76%
This Month
Compared to last month
Gain
2.48%
Profit
$11.26M
Win %
76%
This Year
Compared to last year
Gain
-0.34%
Profit
-$1.58M
Win %
72%
ONEZ
ONEZ
+16.45%
+$760,440.79 
LSCC Lattice Semiconductor Corporation
+7.55%
+$51,376.38 
NAT Nordic American Tankers Ltd.
+4.41%
+$3,007.53 
VSH Vishay Intertechnology Inc.
+3.13%
+$4,160 
AMD Advanced Micro Devices, Inc.
+2.21%
+$42,041.7 
AMLP Alerian MLP ETF
+1.77%
+$71,175.36 
AR Antero Resources Corporation
+1.69%
+$12,473.48 
AVGO Broadcom Inc.
+1.54%
+$17,549 
SSCP SMART Small Cap ETF
+1.32%
+$47,531.4 
FAST Fastenal Co.
+1.25%
+$2,627.5 
HWM Howmet Aerospace Inc.
+1%
+$11,758.05 
COST Costco Wholesale Corporation
+0.62%
+$2,414.32 
TIP iShares TIPS Bond ETF
+0.59%
+$5,581.8 
JCI Johnson Controls International plc
+0.59%
+$2,995.23 
DE Deere & Company
+0.46%
+$979.8 
DIV Global X SuperDividend U.S. ETF
+0.46%
+$14,515.02 
AAPL Apple Inc.
+0.45%
+$19,432.48 
ADI Analog Devices, Inc.
+0.45%
+$2,289.69 
GOOG Alphabet Inc
+0.43%
+$7,117.6 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.37%
+$12,918.23 
ARW Arrow Electronics Inc.
+0.36%
+$8,264.68 
SMH VanEck Semiconductor ETF
+0.31%
+$721.6 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.29%
+$83,367.46 
V Visa Inc. Class A
+0.28%
+$710.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$3,532.5 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.24%
+$1,371.47 
WELL Welltower Inc.
+0.22%
+$1,045.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$7,437.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$1,202.32 
BLOX Nicholas Crypto Income ETF
+0.15%
+$1,722.7 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$11,466.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$739.88 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$4,309.22 
BUCK Simplify Treasury Option Income ETF
+0.06%
+$1,209.03 
SCMC Sterling Capital Multi-Strategy Income ETF
+0.06%
+$220.35 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$94.53 
FOCT FT Vest U.S. Equity Buffer ETF
+0.03%
+$788.88 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.02%
+$134.5 
SCHC Schwab International Small-Cap Equity ETF
+0.02%
+$230.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$56.69 
AFL Aflac Inc.
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SXI Standex International Corporation
0%
$0 
TER Teradyne, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WDC Western Digital Corporation
0%
$0 
CPER United States Copper Index Fund
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
0%
$0 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
QDEC FT Vest Nasdaq-100 Buffer ETF
0%
+$7.79 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REET iShares Global REIT ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RWR SPDR Dow Jones REIT ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
0%
$0 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
0%
$0 
FETH Fidelity Ethereum Fund
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
AGEM Abrdn Emerging Market Dividend Allocator ETF
0%
+$0.83 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.06 SMCP
SMCP
0%
$0 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$90,096.6 
EWY iShares MSCI South Korea ETF
-7.12%
-$22,888.02 
SIVR abrdn Physical Silver Shares ETF
-6.6%
-$157,902.92 
GWX SPDR S&P International Small Cap ETF
-4.78%
-$14,264.63 
OZ Belpointe PREP LLC
-4.75%
-$11,676 
DARP Grizzle Growth ETF
-4.67%
-$74,743.01 
IAU iShares Gold Trust
-4.61%
-$26,459.2 
FBCG Fidelity Blue Chip Growth Fund
-4.6%
-$228,821.76 
PSLV Sprott Physical Silver Trust
-4.35%
-$119,608.72 
SGRT Smart Earnings Growth 30 ETF
-4.34%
-$341,177.72 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$43,608.96 
DRAM Roundhill Memory ETF
-3.84%
-$57,702.29 
XLSR SPDR SSGA US Sector Rotation ETF
-3.45%
-$250,450.43 QBER
QBER
-3.41%
-$32,941.37 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$7,782.12 
THRO iShares U.S. Thematic Rotation Active ETF
-3.09%
-$52,462 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$52,343.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$121,101.77 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$137,731.59 
VTWO Vanguard Russell 2000 ETF
-2.83%
-$14,591.22 
CP Canadian Pacific Kansas City Limited
-2.8%
-$7,403.52 
SEPZ TrueShares Structured Outcome September ETF
-2.73%
-$43,301.92 
QJUN FT Vest Nasdaq-100 Buffer ETF
-2.7%
-$72,050.4 
MU Micron Technology, Inc.
-2.6%
-$105,096 
STRN Tidal Trust I Smart Trend 25 ETF
-2.36%
-$195,780.68 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$13,523.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.21%
-$33,127.17 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$32,978.68 
EALT Bear Family of Funds, Inc.
-2.14%
-$131,581.7 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-2.13%
-$10,602.77 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-2.02%
-$111,434.72 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$4,615.75 
IWS iShares Russell Mid-Cap Value ETF
-1.98%
-$9,274.23 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-1.97%
-$56,875.36 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$82,249.21 
EWC iShares MSCI Canada ETF
-1.86%
-$11,059.31 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-1.84%
-$8,807.33 
GE General Electric Company
-1.75%
-$5,816.24 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-1.72%
-$59,754.9 
IWX iShares Russell Top 200 Value ETF
-1.62%
-$16,256.27 
HFGM Unlimited HFGM Global Macro ETF
-1.61%
-$10,486.49 
SMAY FT Vest U.S. Small Cap Moderate Fund
-1.58%
-$16,945.65 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.49%
-$4,656.76 
HEFA iShares Currency Hedged MSCI EAFE ETF
-1.49%
-$4,820.2 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-1.46%
-$34,794.65 
GPIX S&P 500 Core Premium Income Fund
-1.44%
-$36,009.36 
FAPR FT Vest U.S. Equity Buffer ETF
-1.41%
-$34,062.8 
IBM International Business Machines Corporation
-1.35%
-$12,700.92 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-1.34%
-$65,889.94 
GOOGL Alphabet Inc
-1.29%
-$31,014.29 
DJUL FT Vest US Equity Deep Buffer Fund
-1.29%
-$23,830.37 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-1.29%
-$15,952.07 
INTC Intel Corporation
-1.24%
-$8,008.74 
FMTM MarketDesk Focused U.S. Momentum ETF
-1.14%
-$35,275.95 
SNEX StoneX Group Inc.
-1.04%
-$2,719.56 
JNJ Johnson & Johnson
-1.03%
-$4,426.26 
QSPT FT Vest Nasdaq-100 Buffer ETF
-1.02%
-$25,716.96 
VRT Vertiv Holdings Co
-1%
-$17,495.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.99%
-$6,041.75 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.98%
-$3,567.6 
ABBV AbbVie Inc.
-0.97%
-$2,832 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.97%
-$40,903.2 
SCCO Southern Copper Corporation
-0.93%
-$31,379.36 
VMI Valmont Industries, Inc.
-0.91%
-$15,036.98 
LKOR FlexShares Credit-Scored Long Duration Bond Fund
-0.88%
-$16,033.79 
JPM JPMorgan Chase & Co.
-0.82%
-$6,732.58 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.79%
-$10,039.95 
SPMO Invesco S&P 500 Momentum ETF
-0.78%
-$53,766.18 
ALL Allstate Corporation
-0.77%
-$2,281.72 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.71%
-$5,287.8 
MCK McKesson Corporation
-0.67%
-$1,778.39 
AXP American Express Company
-0.65%
-$2,017.8 
ITA iShares U.S. Aerospace & Defense ETF
-0.65%
-$4,361.91 
TSLA Tesla, Inc.
-0.63%
-$4,906.56 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$1,807.43 
VGLT Vanguard Long-Term Treasury Fund
-0.58%
-$16,753.95 
EWJ iShares MSCI Japan ETF
-0.58%
-$1,782 
TFJL Innovator 20 Yr Treasury Bond 5 Fund
-0.54%
-$2,005.63 
FAUG FT Vest U.S. Equity Buffer ETF
-0.46%
-$9,806.85 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$10,747 
WMT Walmart Inc.
-0.33%
-$1,357.16 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,260.75 
KO The Coca-Cola Company
-0.31%
-$1,492.83 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.28%
-$1,184.68 
GAB Gabelli Equity Trust Inc.
-0.28%
-$158.65 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.27%
-$17,356.8 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$1,327.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$16,933.59 
MRVL Marvell Technology, Inc.
-0.23%
-$646.09 
LMUB iShares Long-Term National Muni Bond ETF
-0.22%
-$7,531.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$11,196.57 
CORO Ishares International Country Rotational Active ETF
-0.18%
-$737.42 
RDVY First Trust Rising Dividend Achievers ETF
-0.17%
-$14,426.58 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$468.29 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.16%
-$1,036.88 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$16,104.13 
IVV iShares Core S&P 500 ETF
-0.16%
-$17,719.24 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.15%
-$2,733.7 
MUB iShares National Muni Bond ETF
-0.15%
-$5,055.52 
FTLS First Trust Long/Short Equity ETF
-0.14%
-$3,202.87 
AMZN Amazon.com Inc
-0.14%
-$2,896.46 
GFEB FT VEST US Equity Moderate Fund
-0.14%
-$2,135.3 
SCNM Sterling Capital National Municipal Bond ETF
-0.12%
-$5,313.33 
NVDA NVIDIA Corporation
-0.1%
-$17,547.62 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.1%
-$2,590.18 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$2,693.37 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.09%
-$1,631.83 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.08%
-$1,313.09 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$307.6 
VUG Vanguard Growth ETF
-0.08%
-$168.14 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.07%
-$465.87 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$271.36 
FIAX Nicholas Fixed Income Alternative ETF
-0.06%
-$1,322.87 
FJUL FT Vest US Equity Buffer ETF
-0.05%
-$2,421.09 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$185.18 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.04%
-$232.86 
UNP Union Pacific Corporation
-0.03%
-$192.26 
NLR VanEck Uranium and Nuclear ETF
-0.01%
-$192.44 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
0%
-$12.41 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
0%
-$27.96 Events
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Dividends
Dividend Analysis
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| Trades 1939 | Longs Won 1348/1939 69% | Profit Factor 5.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,311.2 |
| Average Win $90,837.08 | Best Trade (Aug 28) $5.04M | Sharpe Ratio -10.08 |
| Average Loss -$40,124.59 | Worst Trade (Sep 30) -$2.24M | Z-Score 0.95 (65.92%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $50,786.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,782 | $2.88M | $4.31M | - | $1.43M | 49.7% | +0.453% |
| ABBV AbbVie Inc. | 1,180 | $269,568.57 | $287,684 | - | $18,115.43 | 6.72% | -0.975% |
| ADI Analog Devices, Inc. | 1,339 | $425,989.13 | $508,016.6 | - | $82,027.47 | 19.26% | +0.453% |
| AFL Aflac Inc. | 2,397 | $281,069 | $300,967.32 | - | $19,898.32 | 7.08% | 0.0 |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 4,170 | $169,157.68 | $203,275.82 | - | $34,118.14 | 20.17% | 0.0 |
| ALL Allstate Corporation | 1,124 | $233,872.8 | $295,117.44 | - | $61,244.64 | 26.19% | -0.767% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 216,960 | $6.06M | $6.41M | - | $351,498.16 | 5.8% | -0.27% |
| AMD Advanced Micro Devices, Inc. | 3,955 | $1.86M | $1.95M | - | $84,182.17 | 4.52% | +2.205% |
| AMLP Alerian MLP ETF | 74,141 | $3.49M | $4.1M | - | $615,387.03 | 17.65% | +1.766% |
| AMZN Amazon.com Inc | 7,427 | $1.67M | $2.02M | - | $352,456.84 | 21.11% | -0.143% |
| APP AppLovin Corporation Class A Common Stock | 1,097 | $565,207 | $368,229.99 | - | -$196,977.01 | -34.85% | -19.658% |
| AR Antero Resources Corporation | 21,506 | $755,721 | $750,774.46 | - | -$4,946.54 | -0.65% | +1.689% |
| ARW Arrow Electronics Inc. | 10,079 | $2.15M | $2.29M | - | $143,726.93 | 6.68% | +0.361% |
| AVGO Broadcom Inc. | 2,725 | $949,451.4 | $1.16M | - | $207,910.6 | 21.9% | +1.54% |
| AXP American Express Company | 885 | $261,293.11 | $306,838.34 | - | $45,545.23 | 17.43% | -0.653% |
| BAI iShares A.I. Innovation and Tech Active ETF | 29,459 | $1.3M | $1.3M | - | $2,935.75 | 0.23% | 0.0 |
| BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | 41,371 | $1.88M | $1.84M | - | -$33,371.99 | -1.78% | -0.001% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 14,130 | $1.29M | $1.3M | - | $523.92 | 0.04% | +0.273% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 287,474 | $29.02M | $29.03M | - | $2,711.91 | 0.01% | +0.288% |
| BLCR iShares Large Cap Core ACT ETF | 27,248 | $1.29M | $1.37M | - | $86,411.67 | 6.72% | 0.0 |
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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 Smart Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: FT Vest Nasdaq-100 Buffer ETF - $2.91M, Micron Technology, Inc - $2.42M, Vanguard S&P 500 ETF - $2.09M, First Trust Equity Market Neutral ETF - $1.99M, and Corning Incorporated - $1.95M. 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 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $2.62M, AppLovin Corporation Class A Common Stock - $1.01M, Tesla, Inc - $520,400.46, Capital One Financial Corporation - $440,717.58, and DoorDash, Inc - $292,655.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Smart Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.12M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $2.02M, Nicholas Fixed Income Alternative ETF - $1.84M, JPMorgan Equity Premium Income Fund - $1.18M, FT Vest Gold Strategy Quarterly Fund - $1.16M, and SPDR Portfolio Short Term Treasury ETF - $801,136.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Smart Wealth LLC's monthly returns?
Smart Wealth LLC'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 Smart Wealth LLC's strategy be considered aggressive or moderate?
Smart Wealth LLC'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 Smart Wealth LLC's strategy?
Smart Wealth LLC'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.
