Brady Green Portfolio
Invests via GGM Financials LLC | Managed by Brady Green
Invests via GGM Financials LLC
Managed by Brady Green
Automatically Tracked
Brady Green Profile
Seasoned growth investor and operator focused on tech-enabled consumer and SaaS businesses across early and growth stages. Brady Green brings operating background in product and go-to-market roles and has led deal sourcing, portfolio support and board-level strategy. Active in seed-to-Series B financings, capital allocation, and commercialization initiatives for scaling startups.
Seasoned growth investor and operator focused on tech-enabled consumer and SaaS businesses across early and growth stages. Brady Green brings operating background in product and go-to-market roles and has led deal sourcing, portfolio support and board-level strategy. Active in seed-to-Series B financings, capital allocation, and commercialization initiatives for scaling startups.
Investment Philosophy & Strategy
Growth-oriented investor emphasizing tech-enabled consumer and SaaS companies at seed through Series B. Pursues concentrated, high-conviction stakes in teams with product-market fit and repeatable go-to-market motion, allocating capital to accelerate commercial traction and unit-economics improvement. Combines operator lens—product and GTM experience—with board-level intervention to de-risk scale, prioritize hiring, and optimize monetization. Time horizon is medium-to-long term with active portfolio support, disciplined follow-on reserve management, and a preference for capital-efficient models that can compound through ARR expansion.
Growth-oriented investor emphasizing tech-enabled consumer and SaaS companies at seed through Series B. Pursues concentrated, high-conviction stakes in teams with product-market fit and repeatable go-to-market motion, allocating capital to accelerate commercial traction and unit-economics improvement. Combines operator lens—product and GTM experience—with board-level intervention to de-risk scale, prioritize hiring, and optimize monetization. Time horizon is medium-to-long term with active portfolio support, disciplined follow-on reserve management, and a preference for capital-efficient models that can compound through ARR expansion.
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:
26.93%
Gain -0.9%
Monthly
0.87%
Yearly
10.95%
Drawdown
16.79%
$262.82M
Equity
Holdings
$262.82M
Investment
$247.04M
$77.46M
Profit -$1.96M
Realized
$61.69M
Unrealized
$15.78M
Dividends
$8.2M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$1.96M
Win %
65%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$4.59M
Win %
65%
This Month
Compared to last month
Gain
-0.04%
Profit
-$114,690.79
Win %
65%
This Year
Compared to last year
Gain
-0.14%
Profit
-$374,736.19
Win %
65%
HONA Honeywell Aerospace Inc.
+4.12%
+$5,087.24 
VSNT Versant Media Group, Inc.
+3.02%
+$6.6 
NI NiSource Inc.
+2.79%
+$408.25 
WS Worthington Steel, Inc.
+2.79%
+$765.4 
PCT PureCycle Technologies, Inc.
+2.66%
+$46.66 
FDXF FedEx Freight Holding Company Inc.
+2.52%
+$3,024.64 
RTX RTX Corporation
+2.39%
+$370.6 
DEO Diageo plc Sponsored ADR
+2.32%
+$851.23 
LMT Lockheed Martin Corporation
+2.27%
+$10,566.65 
PEP PepsiCo, Inc.
+2.06%
+$3,492.7 
AEP American Electric Power Company, Inc.
+1.98%
+$6,027 
CMCSA Comcast Corp
+1.86%
+$73.71 
TJX The TJX Companies, Inc.
+1.82%
+$4,425.75 
USB U.S. Bancorp
+1.78%
+$5,026.56 
AZO AutoZone Inc.
+1.72%
+$6,895.82 
MDLZ Mondelez International, Inc.
+1.66%
+$699.64 
RCL Royal Caribbean Group
+1.64%
+$471.74 
BROS Dutch Bros Inc.
+1.63%
+$6.03 
GE General Electric Company
+1.62%
+$1,927.86 
JPM JPMorgan Chase & Co.
+1.61%
+$23,171.61 
DUK Duke Energy Corporation
+1.59%
+$5,046.3 
APO Apollo Global Management, Inc.
+1.55%
+$176.46 
CVX Chevron Corporation
+1.52%
+$4,244.79 
LHX L3Harris Technologies, Inc.
+1.44%
+$370.22 
COF Capital One Financial Corporation
+1.42%
+$1,226.7 
XLE Energy Select Sector SPDR Fund
+1.41%
+$5,218.88 
HD The Home Depot, Inc.
+1.33%
+$994.62 
WFC Wells Fargo & Company
+1.26%
+$245.57 
MHF Western Asset Municipal High Income Fund
+1.26%
+$306.8 
PNC The PNC Financial Services Group, Inc.
+1.23%
+$235.85 
FE FirstEnergy Corp.
+1.21%
+$93.5 
PG Procter & Gamble Co
+1.19%
+$14,831.23 
LOW Lowe's Companies Inc.
+1.19%
+$271.44 
D Dominion Energy, Inc.
+1.15%
+$1,333.44 
MRK Merck & Co., Inc.
+1.06%
+$2,495.18 
ADI Analog Devices, Inc.
+1.03%
+$33.28 
XOM Exxon Mobil Corporation
+1.02%
+$454.66 
VTRS Viatris Inc.
+1.01%
+$61.42 
CARR Carrier Global Corporation
+0.98%
+$42.12 
CL Colgate-Palmolive Company
+0.98%
+$141.96 
TXN Texas Instruments Inc
+0.97%
+$255.68 
DTE DTE Energy Company
+0.94%
+$605 
MRP Millrose Properties Inc.
+0.88%
+$44.66 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.82%
+$172.15 
AAPL Apple Inc.
+0.81%
+$19,243.19 
VZ Verizon Communications Inc.
+0.79%
+$119 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$778.14 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$3,223.5 
FVD First Trust Value Line Dividend Index Fund
+0.7%
+$8,398.68 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.66%
+$3,932.6 
AFL Aflac Inc.
+0.65%
+$456.61 
WOR Worthington Enterprises Inc.
+0.64%
+$144.73 
LLY Eli Lilly and Company
+0.64%
+$5,234.89 
BAC Bank of America Corporation
+0.6%
+$1,112.59 
T AT&T Inc.
+0.6%
+$118.72 
SOLS Sollensys Corp
+0.59%
+$132.77 
EFV iShares MSCI EAFE Value ETF
+0.57%
+$10,245.15 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.56%
+$518.01 
CTVA Corteva Inc.
+0.54%
+$5.81 
XLF Financial Select Sector SPDR Fund
+0.51%
+$530.6 
DTH WisdomTree International High Dividend Fund
+0.49%
+$530.89 
FTCS First Trust Capital Strength ETF
+0.49%
+$290.4 
JNJ Johnson & Johnson
+0.47%
+$119 
SPGI S&P Global Inc.
+0.46%
+$993.28 
HBAN Huntington Bancshares Incorporated
+0.46%
+$90.65 
WMT Walmart Inc.
+0.45%
+$2,263.1 
PFE Pfizer Inc.
+0.42%
+$108.75 
NZF Nuveen Municipal Credit Income Fund
+0.41%
+$171.94 
GEV GE Vernova Inc.
+0.39%
+$503.37 
FNDC Schwab Fundamental International Small Company Index ETF
+0.38%
+$44.46 
MCK McKesson Corporation
+0.36%
+$241.2 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$23,894.52 
RPM RPM International Inc.
+0.33%
+$217.47 
VTV Vanguard Value ETF
+0.32%
+$671.87 
ABBV AbbVie Inc.
+0.31%
+$4,919.98 
EFA iShares MSCI EAFE ETF
+0.28%
+$34.77 
CAT Caterpillar Inc.
+0.24%
+$762.08 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.23%
+$52.87 
MCD McDonald's Corporation
+0.22%
+$946.05 
MS Morgan Stanley
+0.21%
+$349.05 
ZJAN Innovator Defined Wealth Shield ETF
+0.21%
+$46.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$285.18 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.19%
+$10.15 
FRME First Merchants Corporation
+0.18%
+$121.73 
IMCV iShares Morningstar Mid-Cap ETF
+0.16%
+$76.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.14%
+$44.1 
JAVA JPMorgan Active Value ETF
+0.13%
+$7,203.57 
NVDA NVIDIA Corporation
+0.12%
+$2,858.44 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.12%
+$1,583.25 
MA Mastercard Incorporated
+0.11%
+$406.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.11%
+$18 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.1%
+$7.8 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$300.52 
IWD iShares Russell 1000 Value ETF
+0.08%
+$527.52 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$16.91 
GMUB Goldman Sachs Municipal Income ETF
+0.06%
+$1,341.96 
WM Waste Management, Inc.
+0.06%
+$151.74 
TDVG T. Rowe Price Dividend Growth ETF
+0.06%
+$10.65 
JPIE JPMorgan Income ETF
+0.06%
+$32.15 
AVUV Avantis U.S. Small Cap Value ETF
+0.05%
+$60.3 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$23.72 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$21.69 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$0.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.03%
+$11.66 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$18.69 
PVAL Putnam Focused Large Cap Value ETF
+0.02%
+$8,020.17 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$13.01 
WBD Warner Bros. Discovery, Inc.
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 XAGG
XAGG
0%
$0 
PANW Palo Alto Networks, Inc.
-7.19%
-$346.19 
IRD Opus Genetics Inc.
-7.16%
-$291.45 
LEU Centrus Energy Corp.
-6.96%
-$2,652 
IOT Samsara Inc. Class A Common Stock
-6.47%
-$3,799.14 
PLTR Palantir Technologies Inc.
-6.31%
-$25,049.74 
OKLO Oklo Inc.
-5.13%
-$6,959.26 
TQQQ ProShares UltraPro QQQ
-4.55%
-$124.32 
IGV iShares Expanded Tech-Software Sector ETF
-4.41%
-$564,955.44 
INTC Intel Corporation
-4%
-$1,131.57 
XSW SPDR S&P Software & Services ETF
-3.63%
-$7,894.85 
BAI iShares A.I. Innovation and Tech Active ETF
-3.38%
-$278.35 
ORCL Oracle Corporation
-3.35%
-$4,807.66 
LRCX Lam Research Corporation
-3.19%
-$1,345.2 
GLW Corning Incorporated
-3.05%
-$860.88 
IGPT Invesco AI and Next Gen Software ETF
-2.87%
-$1,691.08 
AVGO Broadcom Inc.
-2.85%
-$21,464.26 
DELL Dell Technologies Inc.
-2.53%
-$3,234.6 
XRP Bitwise XRP ETF
-2.43%
-$35.04 
META Meta Platforms Inc Class A
-2.21%
-$1,126.08 
CLMB Climb Global Solutions Inc.
-1.99%
-$262.2 
VRT Vertiv Holdings Co
-1.91%
-$8,602.23 
SCHW Charles Schwab Corporation
-1.91%
-$1,344.6 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$1,181.67 
MSFT Microsoft Corp.
-1.88%
-$25,183.18 
IYW iShares U.S. Technology ETF
-1.86%
-$4,155.35 
FTEC Fidelity MSCI Information Technology Index ETF
-1.84%
-$6,962.64 
VGT Vanguard Information Technology ETF
-1.83%
-$2,815.68 
IWP iShares Russell Mid-Cap Growth ETF
-1.78%
-$36.75 
IWO iShares Russell 2000 Growth ETF
-1.74%
-$12.06 
CSCO Cisco Systems, Inc.
-1.68%
-$4,480.7 
GOOGL Alphabet Inc
-1.55%
-$11,739.66 
SMH VanEck Semiconductor ETF
-1.55%
-$233.55 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$48,956.83 
DE Deere & Company
-1.44%
-$1,235.52 
JGRO JPMorgan Active Growth ETF
-1.43%
-$829,795.84 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.33%
-$399,606.4 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$2,281.2 
ETN Eaton Corporation plc
-1.29%
-$903.06 
VONG Vanguard Russell 1000 Growth Fund
-1.29%
-$1,037.99 
ESGE iShares ESG Aware MSCI EM ETF
-1.26%
-$1,465.89 
IWF iShares Russell 1000 Growth ETF
-1.24%
-$43,160.04 
DAL Delta Air Lines, Inc.
-1.2%
-$191.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.2%
-$1,166.4 
VUG Vanguard Growth ETF
-1.19%
-$988.68 
USXF iShares ESG Aware MSCI USA ETF
-1.17%
-$8,370.61 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$153.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$151.05 
IWM iShares Russell 2000 ETF
-1.11%
-$484.27 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.11%
-$258 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.09%
-$906.83 
QCOM QUALCOMM Incorporated
-1.09%
-$1,959.74 
TSLA Tesla, Inc.
-1.07%
-$3,746.07 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.07%
-$13,604.35 
IUSG iShares Core S&P U.S. Growth ETF
-1.06%
-$848.64 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.98%
-$499.41 
VWO Vanguard FTSE Emerging Markets ETF
-0.97%
-$237.12 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.93%
-$533.43 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-0.93%
-$2,366.82 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.91%
-$131.1 
XLC Communication Services Select Sector SPDR Fund
-0.91%
-$141.78 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.91%
-$707.5 
KODK Eastman Kodak Company
-0.89%
-$32 
ESGV Vanguard ESG U.S. Stock ETF
-0.86%
-$1,941.1 
VB Vanguard Small-Cap ETF
-0.84%
-$283.14 
UBER Uber Technologies, Inc.
-0.8%
-$1,729.38 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.8%
-$403.49 
IBM International Business Machines Corporation
-0.79%
-$57.04 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.74%
-$1,617.81 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.73%
-$1,903.68 
SAIC Science Applications International Corporation Common Stock
-0.69%
-$89.72 
BX Blackstone Inc.
-0.69%
-$78.75 
LEN Lennar Corporation
-0.68%
-$236.25 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.67%
-$650.65 
MGC Vanguard Mega Cap ETF
-0.67%
-$606.1 
NUSC Nuveen ESG Small-Cap ETF
-0.66%
-$790.08 
SCHB Schwab U.S. Broad Market ETF
-0.66%
-$374.01 
LEN-B Lennar Corporation
-0.66%
-$4.54 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.65%
-$313.92 
ASPN Aspen Aerogels Inc.
-0.65%
-$35.35 
ECVT Ecovyst Inc.
-0.64%
-$49.66 
IWR iShares Russell Mid-Cap ETF
-0.63%
-$12,108.81 
AMZN Amazon.com Inc
-0.62%
-$3,776.18 
PRU Prudential Financial, Inc.
-0.62%
-$34.56 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$2,564.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$4,328.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$134 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$440.65 
ESGU iShares ESG Aware MSCI USA ETF
-0.57%
-$1,351.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$663 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.53%
-$161.37 
IVV iShares Core S&P 500 ETF
-0.52%
-$4,226.46 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.52%
-$60.31 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.52%
-$1,148 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$752 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$793.65 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$8,864.98 
XMHQ Invesco S&P MidCap Quality ETF
-0.49%
-$977.55 
IWN iShares Russell 2000 Value ETF
-0.48%
-$3.04 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$3,664.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.48%
-$99.05 
VOO Vanguard S&P 500 ETF
-0.48%
-$554.32 
FDX FedEx Corporation
-0.43%
-$2,782.07 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$206.7 
GPIX S&P 500 Core Premium Income Fund
-0.41%
-$716.21 
IMCB iShares Morningstar Mid-Cap ETF
-0.4%
-$20.67 
IYH iShares U.S. Healthcare ETF
-0.39%
-$93.38 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
-0.33%
-$261.12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.32%
-$9,654.12 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.28%
-$429.98 
ABT Abbott Laboratories
-0.28%
-$1,439.85 
GSC Goldman Sachs Small Cap Core Equity ETF
-0.26%
-$5,013.94 
RJF Raymond James Financial Inc.
-0.24%
-$237.12 
BUFF Innovator Laddered Allocation Fund
-0.24%
-$38.61 
RAFE PIMCO RAFI ESG U.S. ETF
-0.24%
-$1,258.92 
AAAU Goldman Sachs Physical Gold ETF
-0.22%
-$52.38 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.21%
-$2.55 
GLD SPDR Gold Shares
-0.2%
-$2,286.87 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$63.4 
IWS iShares Russell Mid-Cap Value ETF
-0.19%
-$4.34 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.18%
-$3,823.02 
REGN Regeneron Pharmaceuticals, Inc.
-0.18%
-$224.99 
PYLD PIMCO Multisector Bond Active ETF
-0.18%
-$708.48 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.17%
-$213.3 
GAL SPDR SSGA Global Allocation ETF
-0.14%
-$216.07 
SPGP Invesco S&P 500 GARP ETF
-0.14%
-$79.45 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.14%
-$122.21 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.12%
-$50.55 
IXUS iShares Core International Stock ETF
-0.12%
-$9.46 
JBND JPMorgan Active Bond ETF
-0.12%
-$3,158.76 
JMUB JPMorgan Municipal Bond ETF
-0.1%
-$467.15 
IQDF FlexShares International Quality Dividend Index Fund
-0.1%
-$83.51 
WFC-PL Wells Fargo & Company
-0.09%
-$12 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$1.44 
BKDV BNY Mellon Dynamic Value ETF
-0.09%
-$2,705.73 
BALT Inn Defined Wealth Shield Mutual Fund
-0.07%
-$25.35 
SHYM iShares High Yield Bond ETF
-0.07%
-$51.3 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$4,290.48 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$33.25 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$1,757.37 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.05%
-$9.62 
FTMS Franklin Short-Term Municipal Income ETF
-0.05%
-$120.21 
JMHI JPMorgan High Yield Municipal ETF
-0.04%
-$1,217.08 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.04%
-$24.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$37.08 
IDMO Invesco S&P International Developed Momentum ETF
-0.03%
-$39.32 
BMY Bristol-Myers Squibb Company
-0.03%
-$5.38 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.03%
-$5.26 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.03%
-$128.26 
HMOP Hartford Municipal Opportunities ETF
-0.03%
-$2,485.05 
MPC Marathon Petroleum Corporation
-0.03%
-$30 
JCPB JPMorgan Core Plus Bond ETF
-0.02%
-$12.23 
TMB Thornburg Multi-Sector Bond ETF
-0.02%
-$2,095.75 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1014 | Longs Won 639/1014 63% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $646,458.65 |
| Average Win $136,455.49 | Best Trade (Sep 29) $12.76M | Sharpe Ratio -11.56 |
| Average Loss -$25,951.48 | Worst Trade (Sep 29) -$1.51M | Z-Score 4.91 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $76,393.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 582 | $24,764 | $23,896.92 | - | -$867.08 | -3.5% | -0.219% |
| AAPL Apple Inc. | 6,947 | $1.46M | $2.4M | - | $936,345.04 | 64.19% | +0.81% |
| ABBV AbbVie Inc. | 5,528 | $1.28M | $1.57M | - | $291,650.78 | 22.79% | +0.314% |
| ABT Abbott Laboratories | 4,965 | $663,851.94 | $518,296.35 | - | -$145,555.59 | -21.93% | -0.277% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 60 | $7,247.38 | $7,642.2 | - | $394.82 | 5.45% | +0.102% |
| ADI Analog Devices, Inc. | 8 | $3,185 | $3,264.88 | - | $79.88 | 2.51% | +1.03% |
| AEP American Electric Power Company, Inc. | 2,450 | $276,510.86 | $310,537.5 | - | $34,026.64 | 12.31% | +1.979% |
| AFL Aflac Inc. | 593 | $66,262.17 | $70,460.26 | - | $4,198.09 | 6.34% | +0.652% |
| AMZN Amazon.com Inc | 2,390 | $523,957.63 | $605,100.2 | - | $81,142.57 | 15.49% | -0.62% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 2,205 | $148,811.54 | $150,943.27 | - | $2,131.73 | 1.43% | -0.284% |
| APO Apollo Global Management, Inc. | 102 | $13,581.33 | $11,587.2 | - | -$1,994.13 | -14.68% | +1.546% |
| ASPN Aspen Aerogels Inc. | 1,010 | $7,030 | $5,418.65 | - | -$1,611.35 | -22.92% | -0.648% |
| AVEM Avantis Emerging Markets Equity ETF | 151 | $11,340.44 | $13,497.13 | - | $2,156.69 | 19.02% | -1.123% |
| AVGO Broadcom Inc. | 2,188 | $603,288.76 | $731,929.76 | - | $128,641 | 21.32% | -2.849% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,005 | $125,384 | $121,102.5 | - | -$4,281.5 | -3.41% | +0.05% |
| AZO AutoZone Inc. | 131 | $432,501.86 | $407,706.06 | - | -$24,795.8 | -5.73% | +1.72% |
| BAC Bank of America Corporation | 3,589 | $184,958.08 | $186,663.89 | - | $1,705.81 | 0.92% | +0.6% |
| BAI iShares A.I. Innovation and Tech Active ETF | 190 | $10,017 | $7,954.35 | - | -$2,062.65 | -20.59% | -3.381% |
| BALT Inn Defined Wealth Shield Mutual Fund | 1,014 | $33,279 | $35,525.49 | - | $2,246.49 | 6.75% | -0.071% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 70 | $4,908.16 | $5,451.95 | - | $543.79 | 11.08% | +0.187% |
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FAQ
Which stocks have generated the highest profits for Brady Green?
The largest contributions to the portfolio's profits come from the following stocks: Nebius Group N.V - $12.76M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $8.55M, NVIDIA Corporation - $8.52M, Invesco QQQ Trust, Series 1 - $6.06M, and Advisorshares Dorsey Wright FSM Core ETF - $5.65M. 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: Amer Sports, Inc - $1.51M, CoreWeave, Inc - $1.2M, Rubrik, Inc - $664,247.75, Zscaler Inc - $264,308.06, and JPMorgan Active Growth ETF - $115,542.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brady Green's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.2M earned over time. The largest contributors to dividend income include Nasdaq 100 Core Premium Income ETF - $3.74M, iShares U.S. Insurance ETF - $262,793.6, Putnam Focused Large Cap Value ETF - $255,710.15, Hartford Municipal Opportunities ETF - $252,582.38, and Goldman Sachs Access Treasury 0-1 Year ETF - $248,685.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brady Green's monthly returns?
Brady Green'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 Brady Green's strategy be considered aggressive or moderate?
Brady Green'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 Brady Green's strategy?
Brady Green'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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