Daniel Hays Portfolio
Invests via Comprehensive Financial Consultants Institutional Inc. | Managed by Daniel Hays, David Hays
Invests via Comprehensive Financial Consultants Institutional Inc.
Managed by Daniel Hays, David Hays
Automatically Tracked
Daniel Hays Profile
Daniel Hays is a seasoned investment professional known for his extensive expertise in the real estate sector. With a robust career characterized by leadership roles in prominent investment firms, he has successfully overseen numerous high-profile property transactions and developments. His strong analytical skills and comprehensive understanding of market trends have enabled him to drive significant growth within organizations. He actively contributes to industry discussions and showcases thought leadership through various channels, underscoring his relevance in shaping the future of real estate investing.
Daniel Hays is a seasoned investment professional known for his extensive expertise in the real estate sector. With a robust career characterized by leadership roles in prominent investment firms, he has successfully overseen numerous high-profile property transactions and developments. His strong analytical skills and comprehensive understanding of market trends have enabled him to drive significant growth within organizations. He actively contributes to industry discussions and showcases thought leadership through various channels, underscoring his relevance in shaping the future of real estate investing.
Investment Philosophy & Strategy
Through a competitive lens, Daniel Hays excels at identifying transformative opportunities in the real estate landscape. His strategic mindset combines deep market insight with an entrepreneurial spirit, allowing him to pinpoint undervalued assets poised for growth. Capitalizing on his leadership experience within prominent investment firms, he is adept at navigating complex property transactions and maximizing returns through operational efficiency. Focused on leveraging emerging trends and fostering innovation, he aims to drive value creation while maintaining a keen eye on sector dynamics. This unique approach positions him as a key influencer in shaping future investment strategies.
Through a competitive lens, Daniel Hays excels at identifying transformative opportunities in the real estate landscape. His strategic mindset combines deep market insight with an entrepreneurial spirit, allowing him to pinpoint undervalued assets poised for growth. Capitalizing on his leadership experience within prominent investment firms, he is adept at navigating complex property transactions and maximizing returns through operational efficiency. Focused on leveraging emerging trends and fostering innovation, he aims to drive value creation while maintaining a keen eye on sector dynamics. This unique approach positions him as a key influencer in shaping future investment strategies.
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:
79.32%
Gain -0.64%
Monthly
1.05%
Yearly
13.36%
Drawdown
22.25%
$383.31M
Equity
Holdings
$383.31M
Investment
$282.19M
$112.2M
Profit -$1.68M
Realized
$11.09M
Unrealized
$101.11M
Dividends
$20.43M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.68M
Win %
78%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$6.03M
Win %
78%
This Month
Compared to last month
Gain
-1.23%
Profit
-$4.75M
Win %
78%
This Year
Compared to last year
Gain
2.4%
Profit
$9M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$587,201.84 
ETN Eaton Corporation plc
+7.32%
+$436,200.48 
GOOG Alphabet Inc
+6.88%
+$17,342.35 
GOOGL Alphabet Inc
+6.73%
+$252,405.51 
SNPS Synopsys, Inc.
+4.41%
+$98,448.68 
TT Trane Technologies plc
+3.33%
+$93,594.66 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$8,613.59 
META Meta Platforms Inc Class A
+3.28%
+$87,162.36 
MSFT Microsoft Corp.
+3.02%
+$234,045.91 
NVDA NVIDIA Corporation
+2.93%
+$104,127.69 
PXJ Invesco Oil & Gas Services ETF
+2.51%
+$14,997.84 
CVX Chevron Corporation
+2.35%
+$47,862.28 
CDNS Cadence Design Systems, Inc.
+2.16%
+$59,882.23 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$69,735.74 
CSCO Cisco Systems, Inc.
+2.14%
+$52,310.61 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,092.47 
JCI Johnson Controls International plc
+1.93%
+$115,175.4 
CRM Salesforce Inc
+1.83%
+$54,025.72 
ORCL Oracle Corporation
+1.81%
+$9,699.69 
ZTS Zoetis Inc.
+1.66%
+$61,917.71 
FANG Diamondback Energy Inc
+1.59%
+$51,172.56 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$8,536.96 
WCLD WisdomTree Cloud Computing Fund
+1.57%
+$4,458.85 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$3,154.45 
VZ Verizon Communications Inc.
+1.52%
+$75,754.7 
LMT Lockheed Martin Corporation
+1.5%
+$11,469.27 
NOC Northrop Grumman Corporation
+1.43%
+$26,125.12 
PH Parker-Hannifin Corporation
+1.43%
+$41,646.09 
HONA Honeywell Aerospace Inc.
+1.18%
+$9,554.16 
MSI Motorola Solutions, Inc.
+1.14%
+$57,868.22 
SCI Service Corporation International
+1.05%
+$48,947.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$8,988.46 
XLE Energy Select Sector SPDR Fund
+1%
+$3,891.64 
OEF iShares S&P 100 ETF
+0.95%
+$5,359.52 
UNP Union Pacific Corporation
+0.92%
+$52,030.48 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$1,968.64 
IBM International Business Machines Corporation
+0.86%
+$2,206.03 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$2,452.87 
GEV GE Vernova Inc.
+0.85%
+$30,098.82 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
+0.84%
+$3,617.36 
MCD McDonald's Corporation
+0.82%
+$12,850.26 
EMR Emerson Electric Co.
+0.79%
+$11,252.58 
TSLA Tesla, Inc.
+0.76%
+$1,434.87 
MPC Marathon Petroleum Corporation
+0.76%
+$58,419.09 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$35,051.95 
CAT Caterpillar Inc.
+0.7%
+$6,214.31 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,601.1 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,155.84 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2,117.26 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$61,161 
NNOV Innovator G-100 Power Buffer ETF - November
+0.58%
+$1,167.66 
MO Altria Group, Inc.
+0.57%
+$2,283.45 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$2,637.64 
APH Amphenol Corporation
+0.55%
+$7,899.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,997.3 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$1,618.65 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,400.17 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$12,789.98 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$16,818.78 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$1,677.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$8,835.06 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.48%
+$4,856.44 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$20,455.05 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.44%
+$3,130.08 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$1,413.05 
CASY Casey's General Stores Inc.
+0.4%
+$1,652 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.4%
+$1,158.88 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.4%
+$3,627.06 
RTX RTX Corporation
+0.39%
+$3,433.92 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$1,179.04 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$3,360.23 
AVGO Broadcom Inc.
+0.37%
+$24,808.32 
PG Procter & Gamble Co
+0.37%
+$5,822.58 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$5,428.08 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$4,620.22 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$10,378.75 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.35%
+$1,809.39 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$13,306.32 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.33%
+$1,020.78 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.32%
+$2,786.03 
MRK Merck & Co., Inc.
+0.32%
+$1,273.08 
FTGS First Trust Growth Strength ETF
+0.31%
+$9,561.24 
JXN Jackson Financial Inc.
+0.31%
+$1,223.98 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$603.84 
ESN Essential 40 Stock ETF
+0.29%
+$4,156.84 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.28%
+$1,129.95 
JPM JPMorgan Chase & Co.
+0.27%
+$24,366.68 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$6,614.44 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,048.42 
CME CME Group Inc.
+0.21%
+$10,935.07 
SO The Southern Company
+0.21%
+$508 
JNJ Johnson & Johnson
+0.21%
+$13,540.97 
ADI Analog Devices, Inc.
+0.2%
+$11,676.3 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,803.97 
CMI Cummins Inc.
+0.19%
+$8,060.74 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$2,948.68 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$6,749.16 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$808.6 
MS Morgan Stanley
+0.17%
+$6,267.27 
UJUN Innovator U.S. Equity Ultra Fund
+0.16%
+$737.1 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$533.16 
CB Chubb Limited
+0.15%
+$8,614.09 
DELL Dell Technologies Inc.
+0.14%
+$361.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$739.2 
ZAUG Innovator Equity Protector ETF - August Series
+0.13%
+$312.13 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$325.08 
DTE DTE Energy Company
+0.12%
+$462.74 
MMM 3M Company
+0.12%
+$315.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$379.8 
WM Waste Management, Inc.
+0.1%
+$1,715.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,385.37 
WMT Walmart Inc.
+0.09%
+$5,071.8 
ABT Abbott Laboratories
+0.09%
+$1,253.07 
SOXX iShares Semiconductor ETF
+0.07%
+$417.25 
HDV iShares Core High Dividend ETF
+0.04%
+$76.65 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$272.68 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$541.38 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 QMMY
QMMY
0%
$0 AJUL
AJUL
0%
$0 QMFE
QMFE
0%
$0 QCOC
QCOC
0%
$0 QMNV
QMNV
0%
$0 ZJUN
ZJUN
0%
$0 AOCT
AOCT
0%
$0 
BURU Nuburu Inc.
-39.21%
-$939.88 
AAPL Apple Inc.
-7.35%
-$690,090.88 
NXPI NXP Semiconductors N.V.
-6.53%
-$182,256 
SYK Stryker Corporation
-6.42%
-$98,206.64 
LIN Linde plc
-5.95%
-$77,677.45 
MU Micron Technology, Inc.
-5.9%
-$54,882.63 
MSTR Strategy Inc.
-4.56%
-$25,413.08 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$109,296.2 
ETHA iShares Ethereum Trust
-3.03%
-$4,700.96 
QCOM QUALCOMM Incorporated
-2.63%
-$29,182.93 
ABBV AbbVie Inc.
-2.51%
-$142,365.88 
BA Boeing Company
-2.15%
-$24,571.07 
SLV iShares Silver Trust
-2.13%
-$18,810 
AMD Advanced Micro Devices, Inc.
-1.9%
-$87,244.27 
IBB iShares Biotechnology ETF
-1.87%
-$5,594.82 
BBY Best Buy Co., Inc.
-1.78%
-$100,387.56 
APD Air Products and Chemicals, Inc.
-1.77%
-$91,693.08 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$3,530.8 
DRI Darden Restaurants, Inc.
-1.64%
-$56,521.47 
BAR GraniteShares Gold Trust
-1.51%
-$5,299.07 
GRMN Garmin Ltd.
-1.27%
-$4,335.49 
STE STERIS plc
-1.22%
-$37,078.21 
TJX The TJX Companies, Inc.
-1.21%
-$22,124.04 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$9,469.46 
IQV IQVIA Holdings Inc.
-1.17%
-$44,818.37 
DE Deere & Company
-1.13%
-$3,767.19 
LOW Lowe's Companies Inc.
-1.08%
-$17,447.24 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$7,831.82 
INTC Intel Corporation
-1.02%
-$2,768.61 
KO The Coca-Cola Company
-1.02%
-$16,533 
UPS United Parcel Service, Inc.
-1%
-$12,012 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$13,610.2 
EW Edwards Lifesciences Corporation
-0.98%
-$29,249.35 
XOM Exxon Mobil Corporation
-0.97%
-$4,023.9 
O Realty Income Corporation
-0.87%
-$34,933.36 
KMB Kimberly-Clark Corporation
-0.8%
-$9,475.84 
SPGI S&P Global Inc.
-0.74%
-$19,700.25 
ED Consolidated Edison, Inc.
-0.74%
-$3,253.77 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$14,970.88 
DUK Duke Energy Corporation
-0.67%
-$9,699.48 
AMGN Amgen Inc.
-0.64%
-$10,187.88 
IRDM Iridium Communications Inc.
-0.63%
-$1,465.5 
PM Philip Morris International Inc.
-0.61%
-$1,454.93 
COF Capital One Financial Corporation
-0.54%
-$7,446.74 
LLY Eli Lilly and Company
-0.53%
-$42,946.78 
WELL Welltower Inc.
-0.51%
-$4,134.06 
ALL Allstate Corporation
-0.49%
-$17,671.08 
IWM iShares Russell 2000 ETF
-0.47%
-$19,261.09 
PEP PepsiCo, Inc.
-0.46%
-$6,914.56 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$3,381.2 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$1,176 
HD The Home Depot, Inc.
-0.42%
-$24,848 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,259.28 
ETR Entergy Corporation
-0.38%
-$14,907.97 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$7,917.42 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$1,489.94 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$781.49 
TFC Truist Financial Corporation
-0.33%
-$4,287.02 
CEG Constellation Energy Corporation
-0.31%
-$8,720.46 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$933 
CCI Crown Castle Inc.
-0.27%
-$2,723.07 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,358.1 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,147.19 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,105.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,502.42 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.19%
-$524.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$4,335.02 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$3,099.96 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,310.47 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,712.07 
FITB Fifth Third Bancorp
-0.16%
-$753.12 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$118.9 
DURA VanEck Durable High Dividend ETF
-0.05%
-$225.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$272.62 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$129.51 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$85.54 
V Visa Inc. Class A
-0.04%
-$708.21 Events
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Dividends
Dividend Analysis
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| Trades 3054 | Longs Won 1876/3054 61% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,096.58 |
| Average Win $74,804.96 | Best Trade (Sep 10) $6.23M | Sharpe Ratio -110.41 |
| Average Loss -$23,879.25 | Worst Trade (Dec 30) -$1.12M | Z-Score 6.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $36,740.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,144 | $4.19M | $8.69M | - | $4.5M | 107.37% | -7.354% |
| ABBV AbbVie Inc. | 22,004 | $4.33M | $5.52M | - | $1.19M | 27.4% | -2.513% |
| ABT Abbott Laboratories | 13,923 | $1.65M | $1.47M | - | -$182,488.43 | -11.03% | +0.085% |
| ADI Analog Devices, Inc. | 15,779 | $3.48M | $5.8M | - | $2.32M | 66.55% | +0.202% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,665 | $347,701.25 | $546,038.26 | - | $198,337.01 | 57.04% | +1.588% |
| AJUL AJUL | 6,997 | $188.43 | $188.43 | - | - | - | 0.0 |
| ALL Allstate Corporation | 13,593 | $1.81M | $3.59M | - | $1.78M | 97.94% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 9,442 | $1.32M | $4.5M | - | $3.17M | 239.73% | -1.904% |
| AMGN Amgen Inc. | 4,108 | $956,960.56 | $1.58M | - | $625,276.72 | 65.34% | -0.64% |
| AMZN Amazon.com Inc | 16,275 | $2.56M | $4.42M | - | $1.86M | 72.65% | +15.321% |
| AOCT AOCT | 11,016 | $273.86 | $273.86 | - | - | - | 0.0 |
| APD Air Products and Chemicals, Inc. | 17,268 | $4.86M | $5.09M | - | $236,310.47 | 4.87% | -1.769% |
| APH Amphenol Corporation | 35,908 | $1.14M | $1.44M | - | $303,145.32 | 26.6% | +0.551% |
| AVGO Broadcom Inc. | 17,228 | $1.41M | $6.71M | - | $5.3M | 375.73% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 8,006 | $1.58M | $1.36M | - | -$218,002.88 | -13.83% | -0.992% |
| BA Boeing Company | 5,162 | $1.04M | $1.12M | - | $76,765.53 | 7.39% | -2.155% |
| BALT Inn Defined Wealth Shield Mutual Fund | 112,486 | $3.47M | $3.87M | - | $403,628.23 | 11.63% | +0.175% |
| BAR GraniteShares Gold Trust | 8,687 | $225,524.03 | $346,176.95 | - | $120,652.92 | 53.5% | -1.508% |
| BBY Best Buy Co., Inc. | 64,351 | $5.29M | $5.55M | - | $263,947.1 | 4.99% | -1.776% |
| BMY Bristol-Myers Squibb Company | 23,558 | $1.32M | $1.54M | - | $222,554.9 | 16.91% | +0.694% |
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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 Daniel Hays?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $2.97M, Broadcom Inc - $2.58M, Marathon Petroleum Corporation - $1.77M, JPMorgan Chase & Co - $1.62M, and Meta Platforms Inc Class A - $1.27M. 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: Fidelity National Information Services, Inc - $1.57M, The Estée Lauder Companies Inc. Class A - $1.49M, Comcast Corp - $1.25M, Invesco QQQ Trust, Series 1 - $872,032.56, and Devon Energy Corporation - $773,432.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Hays's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.43M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.02M, Best Buy Co., Inc - $654,338.53, JPMorgan Chase & Co - $648,371.1, CME Group Inc - $645,496.55, and Johnson & Johnson - $534,637.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Hays's monthly returns?
Daniel Hays'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 Daniel Hays's strategy be considered aggressive or moderate?
Daniel Hays'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 Daniel Hays's strategy?
Daniel Hays'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.
