TL
Tradewinds LLC Portfolio
Invests via Tradewinds LLC | Managed by Timothy M. Whitney, Stephanie Ross Williams
Invests via Tradewinds LLC
Managed by Timothy M. Whitney, Stephanie Ross Williams
Automatically Tracked
Company Profile
Tradewinds LLC operates as a dynamic logistics and transportation solutions provider, focusing on streamlining supply chain operations for various industries. With its emphasis on innovative freight management and advanced technology integration, the firm establishes itself as a pivotal player in enhancing operational efficiency. The company’s expertise spans global trade routes, enabling clients to navigate complex logistical challenges with agility. Under visionary leadership, Tradewinds is poised for growth by continuously adapting to emerging market demands while strengthening partnerships across the transport network.
Tradewinds LLC operates as a dynamic logistics and transportation solutions provider, focusing on streamlining supply chain operations for various industries. With its emphasis on innovative freight management and advanced technology integration, the firm establishes itself as a pivotal player in enhancing operational efficiency. The company’s expertise spans global trade routes, enabling clients to navigate complex logistical challenges with agility. Under visionary leadership, Tradewinds is poised for growth by continuously adapting to emerging market demands while strengthening partnerships across the transport network.
Investment Philosophy & Strategy
In an increasingly competitive logistics landscape, Tradewinds LLC seeks to leverage technological advancements and strategic partnerships to enhance its service offerings. The firm's commitment to operational excellence is underscored by its adeptness in optimizing supply chain efficiencies across diverse industries. By focusing on real-time data analytics and innovative freight solutions, it positions itself as a transformative force within transportation management. As market dynamics evolve, the company actively identifies growth opportunities while addressing customer needs with agility and precision.
In an increasingly competitive logistics landscape, Tradewinds LLC seeks to leverage technological advancements and strategic partnerships to enhance its service offerings. The firm's commitment to operational excellence is underscored by its adeptness in optimizing supply chain efficiencies across diverse industries. By focusing on real-time data analytics and innovative freight solutions, it positions itself as a transformative force within transportation management. As market dynamics evolve, the company actively identifies growth opportunities while addressing customer needs with agility and precision.
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:
43.86%
Gain -0.38%
Monthly
0.15%
Yearly
1.87%
Drawdown
30.16%
$605.61M
Equity
Holdings
$605.61M
Investment
$571.1M
$14.51M
Profit -$2.21M
Realized
-$20.01M
Unrealized
$34.51M
Dividends
$17.61M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$2.21M
Win %
62%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.21M
Win %
62%
This Month
Compared to last month
Gain
0.72%
Profit
$4.31M
Win %
62%
This Year
Compared to last year
Gain
3.21%
Profit
$18.81M
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$102,303.01 
PANW Palo Alto Networks, Inc.
+14.18%
+$919,636.47 
COIN Coinbase Global, Inc.
+9.71%
+$275,209.29 
NET Cloudflare Inc.
+8.52%
+$46,676.44 
INTU Intuit Inc.
+5.47%
+$38,350.4 
GSK GSK plc Sponsored ADR
+4.27%
+$6,076.64 
HONA Honeywell Aerospace Inc.
+4.18%
+$2,009.44 
YUM Yum! Brands, Inc.
+3.99%
+$42,930 
LDOS Leidos Holdings Inc.
+3.32%
+$11,945.48 
MCK McKesson Corporation
+3.22%
+$199,073.7 
RKT Rocket Companies, Inc. Class A
+3.15%
+$12,991.99 
ADP Automatic Data Processing Inc.
+3.07%
+$20,611.25 
GOOG Alphabet Inc
+3.02%
+$9,047.28 
SKYY First Trust Cloud Computing ETF
+2.95%
+$24,279.33 
GOOGL Alphabet Inc
+2.9%
+$61,763.76 
META Meta Platforms Inc Class A
+2.81%
+$196,448.46 
IBM International Business Machines Corporation
+2.65%
+$32,862.4 
SYK Stryker Corporation
+2.48%
+$36,498.24 
WMT Walmart Inc.
+2.39%
+$1,613.38 
MO Altria Group, Inc.
+2.25%
+$3,092.89 
WM Waste Management, Inc.
+2.22%
+$115,807.44 
DIS The Walt Disney Company
+2.19%
+$10,892.75 
LLY Eli Lilly and Company
+2.09%
+$178,853.6 
T AT&T Inc.
+2.05%
+$2,920.03 
FCNCB First Citizens BancShares Inc.
+1.98%
+$843,428.3 
IONQ IonQ, Inc.
+1.96%
+$3,265.92 
MCD McDonald's Corporation
+1.96%
+$31,240.56 
SOCL Global X Social Media ETF
+1.93%
+$4,349.97 
VIK Viking Holdings Ltd
+1.86%
+$19,844.8 
GILD Gilead Sciences Inc.
+1.85%
+$1,250.51 
GPN Global Payments Inc.
+1.83%
+$42,092.46 
NOC Northrop Grumman Corporation
+1.78%
+$24,709.6 
MRSH Marsh & McLennan Companies, Inc.
+1.73%
+$5,480.46 
ABBV AbbVie Inc.
+1.73%
+$12,994.55 
ACGL Arch Capital Group Ltd
+1.71%
+$9,354.34 
PM Philip Morris International Inc.
+1.65%
+$2,126.68 
COST Costco Wholesale Corporation
+1.64%
+$46,315.58 
CL Colgate-Palmolive Company
+1.6%
+$8,609.66 
AFL Aflac Inc.
+1.46%
+$8,526.1 
VZ Verizon Communications Inc.
+1.44%
+$1,445.4 
PGR Progressive Corporation
+1.42%
+$24,763.34 
VHT Vanguard Health Care ETF
+1.4%
+$40,990.73 
RSG Republic Services, Inc.
+1.37%
+$7,695.15 
UNH UnitedHealth Group Incorporated
+1.37%
+$42,424.23 
LMT Lockheed Martin Corporation
+1.18%
+$20,315.75 
AMGN Amgen Inc.
+1.16%
+$4,995.81 
LH Labcorp Holdings Inc.
+1.13%
+$2,808 
LOW Lowe's Companies Inc.
+1.06%
+$752.4 
KO The Coca-Cola Company
+1.06%
+$929.39 
V Visa Inc. Class A
+1.01%
+$843,943.7 
WRB W.R. Berkley Corporation
+0.97%
+$1,029.52 
HD The Home Depot, Inc.
+0.97%
+$14,950.05 
AWK American Water Works Company, Inc.
+0.97%
+$21,589.89 
IHG Intercontinental Hotels Group PLC ADR
+0.9%
+$22,482.71 
CB Chubb Limited
+0.87%
+$150,075.24 
AXP American Express Company
+0.84%
+$1,247.61 
ABT Abbott Laboratories
+0.8%
+$396.9 
DASH DoorDash, Inc.
+0.77%
+$1,314.4 
BMY Bristol-Myers Squibb Company
+0.72%
+$1,474.3 
DE Deere & Company
+0.69%
+$3,672.81 
SHW The Sherwin-Williams Company
+0.65%
+$3,890.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$1,867.8 
PNFP Pinnacle Financial Partners Inc.
+0.59%
+$6,768.45 
ITW Illinois Tool Works Inc.
+0.58%
+$2,163 
MA Mastercard Incorporated
+0.54%
+$167,397.66 
SYY Sysco Corporation
+0.54%
+$432.9 
JNJ Johnson & Johnson
+0.54%
+$4,441.61 
EOG EOG Resources, Inc.
+0.53%
+$872.82 
AAPL Apple Inc.
+0.47%
+$40,349.66 
MRK Merck & Co., Inc.
+0.46%
+$1,330.58 
GD General Dynamics Corporation
+0.37%
+$5,357.28 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$2,842.03 
SBUX Starbucks Corporation
+0.35%
+$1,441.3 
RBA Rb Global Inc.
+0.33%
+$8,553.05 
EIX Edison International
+0.31%
+$635.25 
MET MetLife Inc.
+0.24%
+$13,109.94 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.22%
+$1,280.81 
D Dominion Energy, Inc.
+0.15%
+$5,040.2 
CAH Cardinal Health Inc.
+0.11%
+$1,092.26 
UNP Union Pacific Corporation
+0.1%
+$20,426.53 
PFE Pfizer Inc.
+0.07%
+$206.92 
PRU Prudential Financial, Inc.
+0.07%
+$1,075.85 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$12,545.26 
DOV Dover Corporation
+0.06%
+$63.12 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$77.86 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$23.94 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$20.08 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$1,345.95 
FV First Trust Dorsey Wright Focus 5 ETF
+0.03%
+$26.34 
LNC Lincoln National Corporation
+0.02%
+$51.88 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$7.8 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$30.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TER Teradyne, Inc.
-13%
-$4,444.2 
LSCC Lattice Semiconductor Corporation
-11.03%
-$31,334.12 
CIEN Ciena Corporation
-8.48%
-$405,871.88 
AAOI Applied Optoelectronics, Inc.
-8.15%
-$29,157.04 
Q Qnity Electronics Inc.
-7.25%
-$11,770.6 
CEG Constellation Energy Corporation
-6.94%
-$6,721.8 
JCI Johnson Controls International plc
-5.81%
-$300,090.24 
XSD SPDR S&P Semiconductor ETF
-5.78%
-$52,578 
DELL Dell Technologies Inc.
-5.03%
-$3.57M 
AVGO Broadcom Inc.
-4.75%
-$103,371.94 
MU Micron Technology, Inc.
-4.75%
-$63,000.7 
ORCL Oracle Corporation
-4.5%
-$5,416 
CAT Caterpillar Inc.
-4.14%
-$161,926.47 
BKR Baker Hughes Company
-4.01%
-$2,874.81 
GS The Goldman Sachs Group, Inc.
-3.95%
-$201,917.56 
AMD Advanced Micro Devices, Inc.
-3.9%
-$30,783.6 
RBC RBC Bearings Incorporated
-3.47%
-$616,180.92 
MS Morgan Stanley
-3.38%
-$62,212.25 
ABBNY ABB Ltd. Sponsored ADR
-3.31%
-$3,249.96 
CLF Cleveland-Cliffs Inc.
-3.27%
-$42,510.29 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$7,336.23 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$21,060.93 
URA Global X Uranium ETF
-3.02%
-$2,177.64 
GDX VanEck Gold Miners ETF
-3%
-$1,524.84 
CMI Cummins Inc.
-2.88%
-$37,623.5 
NVDA NVIDIA Corporation
-2.85%
-$5,189.52 
XME SPDR S&P Metals & Mining ETF
-2.75%
-$103,333.82 
EMR Emerson Electric Co.
-2.59%
-$1,319.9 
PH Parker-Hannifin Corporation
-2.51%
-$74,492.58 
EEM iShares MSCI Emerging Markets ETF
-2.49%
-$1,679.86 
AMRZ Amrize Ltd.
-2.47%
-$10,918 
VLO Valero Energy Corporation
-2.25%
-$68,247.02 
RYCEY Rolls-Royce Holdings plc
-2.24%
-$931.92 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$89,639.34 
FLO Flowers Foods, Inc.
-2.13%
-$293.41 
OC Owens Corning
-2.05%
-$3,496.5 
WFC Wells Fargo & Company
-1.92%
-$31,353.19 
RPG Invesco S&P 500 Pure Growth ETF
-1.91%
-$8,370.11 
DD DuPont de Nemours, Inc.
-1.91%
-$2,023.12 
NUE Nucor Corporation
-1.89%
-$2,184.95 
NDSN Nordson Corporation
-1.84%
-$4,985.19 
EMN Eastman Chemical Company
-1.73%
-$2,754.12 
JPM JPMorgan Chase & Co.
-1.69%
-$213,162.53 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.66%
-$74,580.23 
SLV iShares Silver Trust
-1.65%
-$579.84 
CSCO Cisco Systems, Inc.
-1.62%
-$2,824.64 
APD Air Products and Chemicals, Inc.
-1.57%
-$14,880.75 
FNV Franco-Nevada Corporation
-1.55%
-$17,110.59 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$9,308.31 
WMB The Williams Companies, Inc.
-1.39%
-$3,982.86 
TSLA Tesla, Inc.
-1.36%
-$14,199.29 
VPU Vanguard Utilities ETF
-1.33%
-$3,781.08 
GLD SPDR Gold Shares
-1.3%
-$22,697.96 
CTVA Corteva Inc.
-1.29%
-$804.6 
IAU iShares Gold Trust
-1.27%
-$4,704.07 
C Citigroup Inc.
-1.24%
-$7,308.87 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$37,321.12 
AMZN Amazon.com Inc
-1.21%
-$21,528.82 
XLE Energy Select Sector SPDR Fund
-1.12%
-$175.93 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$1,742.82 
BXMT Blackstone Mortgage Trust Inc
-0.94%
-$3,286.75 
AEP American Electric Power Company, Inc.
-0.88%
-$1,070.28 
XOM Exxon Mobil Corporation
-0.84%
-$100,386.31 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$248 
GPC Genuine Parts Company
-0.81%
-$19,035.76 
FUL H.B. Fuller Co.
-0.81%
-$3,857.28 
EVRG Evergy Inc.
-0.81%
-$3,870.9 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$28,667.67 
AMLP Alerian MLP ETF
-0.74%
-$99,006.96 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$377.23 
OGE Oge Energy Corp.
-0.7%
-$1,648.72 
PLD Prologis Inc.
-0.65%
-$880.58 
FITB Fifth Third Bancorp
-0.58%
-$8,276.16 
ED Consolidated Edison, Inc.
-0.55%
-$35,816.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$3,059.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$305.61 
AMT American Tower Corporation
-0.51%
-$9,322.3 
VTV Vanguard Value ETF
-0.47%
-$4,849.5 
DUK Duke Energy Corporation
-0.47%
-$580.53 
RY Royal Bank of Canada
-0.46%
-$26,378.73 
SRE Sempra
-0.46%
-$4,676.6 
ECL Ecolab Inc.
-0.45%
-$12,400 
VO Vanguard Mid-Cap ETF
-0.44%
-$12,783.96 
BMO Bank of Montreal
-0.42%
-$122.01 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$2,652.89 
CSX CSX Corporation
-0.39%
-$7,573.02 
DFIV Dimensional International Value ETF
-0.37%
-$238.22 
FCNCA First Citizens BancShares, Inc.
-0.36%
-$9,765.4 
VOO Vanguard S&P 500 ETF
-0.35%
-$8,123.83 
MPC Marathon Petroleum Corporation
-0.35%
-$833.51 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$31,170.17 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,516.13 
GWW W.W. Grainger, Inc.
-0.34%
-$2,614.86 
IVV iShares Core S&P 500 ETF
-0.34%
-$3,662.73 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$743.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$630 
VONE Vanguard Russell 1000 ETF
-0.3%
-$13,024.2 
GRMN Garmin Ltd.
-0.3%
-$380.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$333.38 
VXF Vanguard Extended Market ETF
-0.26%
-$624.96 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$16,769.42 
USFD US Foods Holding Corp
-0.24%
-$115.92 
BX Blackstone Inc.
-0.2%
-$529.34 
OKE ONEOK, Inc.
-0.2%
-$5,564.72 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.2%
-$951.75 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$241.01 
VUG Vanguard Growth ETF
-0.19%
-$603.15 
IWM iShares Russell 2000 ETF
-0.19%
-$1,471.53 
PPG PPG Industries Inc.
-0.15%
-$5,620.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$6,080.97 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$52.64 
MFC Manulife Financial Corporation
-0.09%
-$280 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$179.38 
BNDX Vanguard Total International Bond ETF
-0.09%
-$107.36 
VCR Vanguard Consumer Discretionary ETF
-0.08%
-$1,217.37 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.07%
-$27.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$29.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$387.54 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$35.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$4.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2328 | Longs Won 1245/2328 53% | Profit Factor 1.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $136,644.54 | Best Trade (Sep 14) $16.8M | Sharpe Ratio -9.18 |
| Average Loss -$143,690.85 | Worst Trade (Jun 30) -$51.55M | Z-Score -12.87 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w | Expectancy $6,230.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.01% | 0.11% | 0.59% | 2.02% | 5.23% | 11.36% | 21.9% | 38.67% | 63.85% |
| Consecutive Losing Trades | 4,219 | 3,797 | 3,376 | 2,954 | 2,532 | 2,110 | 1,688 | 1,266 | 844 | 422 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,396 | $503,151.36 | $328,645.52 | - | -$174,505.84 | -34.68% | -8.149% |
| AAPL Apple Inc. | 25,865 | $6.59M | $8.63M | - | $2.05M | 31.1% | +0.47% |
| ABBNY ABB Ltd. Sponsored ADR | 1,022 | $73,532.93 | $95,046 | - | $21,513.07 | 29.26% | -3.306% |
| ABBV AbbVie Inc. | 2,930 | $678,381.94 | $766,356.15 | - | $87,974.21 | 12.97% | +1.725% |
| ABT Abbott Laboratories | 487 | $44,190.38 | $50,046.55 | - | $5,856.17 | 13.25% | +0.799% |
| ACGL Arch Capital Group Ltd | 5,707 | $553,921.41 | $557,739.97 | - | $3,818.56 | 0.69% | +1.706% |
| ADP Automatic Data Processing Inc. | 2,500 | $559,875 | $691,261.25 | - | $131,386.25 | 23.47% | +3.073% |
| AEP American Electric Power Company, Inc. | 991 | $113,143.14 | $121,149.75 | - | $8,006.61 | 7.08% | -0.876% |
| AFL Aflac Inc. | 5,060 | $563,745.9 | $591,842.9 | - | $28,097 | 4.98% | +1.462% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19,377 | $1.92M | $1.86M | - | -$58,518.54 | -3.05% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 1,530 | $888,792.25 | $758,895.3 | - | -$129,896.95 | -14.61% | -3.898% |
| AMGN Amgen Inc. | 1,138 | $321,875.51 | $434,420.12 | - | $112,544.61 | 34.97% | +1.163% |
| AMLP Alerian MLP ETF | 238,571 | $12.37M | $13.24M | - | $869,591.29 | 7.03% | -0.742% |
| AMRZ Amrize Ltd. | 10,918 | $581,929.4 | $431,479.36 | - | -$150,450.04 | -25.85% | -2.468% |
| AMT American Tower Corporation | 10,358 | $1.69M | $1.83M | - | $138,589.94 | 8.18% | -0.506% |
| AMZN Amazon.com Inc | 6,956 | $1.53M | $1.76M | - | $237,303.94 | 15.54% | -1.205% |
| APD Air Products and Chemicals, Inc. | 3,242 | $950,489.53 | $929,935.28 | - | -$20,554.25 | -2.16% | -1.575% |
| AVGO Broadcom Inc. | 6,010 | $1.98M | $2.07M | - | $89,378.15 | 4.51% | -4.752% |
| AWK American Water Works Company, Inc. | 16,233 | $2.14M | $2.26M | - | $120,773.52 | 5.65% | +0.966% |
| AXP American Express Company | 457 | $154,580.25 | $149,630.94 | - | -$4,949.31 | -3.2% | +0.841% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Tradewinds LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $17.72M, Deere & Company - $4.27M, Walmart Inc - $4.15M, Morgan Stanley - $3.83M, and JPMorgan Chase & Co - $3.05M. 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: Amazon.com Inc - $48.03M, Alphabet Inc - $19.85M, Coinbase Global, Inc - $3.91M, Microsoft Corp - $3.24M, and Air Products and Chemicals, Inc - $1.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tradewinds LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.61M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $727,073.3, JPMorgan Ultra-Short Income ETF - $713,268.31, Morgan Stanley - $607,437.53, UnitedHealth Group Incorporated - $551,425.06, and Procter & Gamble Co - $536,911.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tradewinds LLC's monthly returns?
Tradewinds LLC'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 Tradewinds LLC's strategy be considered aggressive or moderate?
Tradewinds LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Tradewinds LLC's strategy?
Tradewinds LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
