NWW
New Wave Wealth Advisors LLC Portfolio
Invests via NEW WAVE WEALTH ADVISORS LLC | Managed by Dustin Heath Stanley, Hannah Elizabeth Stanley
Invests via NEW WAVE WEALTH ADVISORS LLC
Managed by Dustin Heath Stanley, Hannah Elizabeth Stanley
Automatically Tracked
Company Profile
Independent wealth manager focused on fee-based financial planning, portfolio management and retirement solutions for high-net-worth individuals, family offices and small institutions. NEW WAVE WEALTH ADVISORS LLC positions as a boutique RIA offering discretionary investment strategies, tax-aware advice and holistic wealth services, often partnering with CPAs and estate attorneys to retain clients.
Independent wealth manager focused on fee-based financial planning, portfolio management and retirement solutions for high-net-worth individuals, family offices and small institutions. NEW WAVE WEALTH ADVISORS LLC positions as a boutique RIA offering discretionary investment strategies, tax-aware advice and holistic wealth services, often partnering with CPAs and estate attorneys to retain clients.
Investment Philosophy & Strategy
Boutique RIA approach emphasizing fee-based, fiduciary advice and discretionary portfolios tailored to high-net-worth families and small institutions. Investment decisions prioritize tax-aware asset allocation, risk-managed diversification across equities, fixed income and selected alternatives, and long-term capital preservation with opportunistic growth. Capital deployment favors customized beta plus active alpha strategies, low-turnover tax-loss harvesting and coordinated planning with CPAs and estate attorneys. Portfolio construction blends liability-driven thinking, drawdown control and transparent fees to retain multigenerational relationships.
Boutique RIA approach emphasizing fee-based, fiduciary advice and discretionary portfolios tailored to high-net-worth families and small institutions. Investment decisions prioritize tax-aware asset allocation, risk-managed diversification across equities, fixed income and selected alternatives, and long-term capital preservation with opportunistic growth. Capital deployment favors customized beta plus active alpha strategies, low-turnover tax-loss harvesting and coordinated planning with CPAs and estate attorneys. Portfolio construction blends liability-driven thinking, drawdown control and transparent fees to retain multigenerational relationships.
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:
45.41%
Gain -0.07%
Monthly
1.45%
Yearly
18.81%
Drawdown
18.85%
$363.94M
Equity
Holdings
$363.94M
Investment
$303.14M
$86.02M
Profit -$53,261.46
Realized
$25.21M
Unrealized
$60.8M
Dividends
$8.23M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$53,261.46
Win %
72%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$2.74M
Win %
72%
This Month
Compared to last month
Gain
-0.02%
Profit
-$53,261.46
Win %
72%
This Year
Compared to last year
Gain
-0.08%
Profit
-$356,398.67
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$525,577.21 
ETN Eaton Corporation plc
+7.32%
+$67,179.63 
GOOG Alphabet Inc
+6.88%
+$43,780.82 
GOOGL Alphabet Inc
+6.73%
+$214,049.22 
VRT Vertiv Holdings Co
+6.18%
+$119,004.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$29,400.17 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$30,289.59 
META Meta Platforms Inc Class A
+3.28%
+$60,412.53 
UHS Universal Health Services, Inc.
+3.15%
+$13,096.48 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$19,830.24 
MSFT Microsoft Corp.
+3.02%
+$113,835.88 
NVDA NVIDIA Corporation
+2.93%
+$167,680.07 
LDOS Leidos Holdings Inc.
+2.84%
+$15,886.2 
ORLY O'Reilly Automotive Inc.
+2.28%
+$5,203.85 
WDC Western Digital Corporation
+2.21%
+$39,931.38 
EOG EOG Resources, Inc.
+2.19%
+$23,834.17 
DVN Devon Energy Corporation
+2.17%
+$35,457.6 
AVAV AeroVironment Inc.
+1.91%
+$14,921.15 
BWXT Bwx Technologies Inc.
+1.88%
+$9,264.69 
EXE Expand Energy Corporation
+1.74%
+$8,417.07 
HCA HCA Healthcare Inc.
+1.72%
+$16,483.18 
SHEL Shell plc
+1.62%
+$4,948.02 
VZ Verizon Communications Inc.
+1.52%
+$20,740.3 
PAYC Paycom Software, Inc.
+1.51%
+$5,070.34 
PWR Quanta Services Inc.
+1.43%
+$16,902.78 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$42,252.81 
WFC Wells Fargo & Company
+1.19%
+$5,169.36 
RMD ResMed Inc.
+1.16%
+$5,866.08 
VOX Vanguard Communication Services ETF
+1.12%
+$9,113.34 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$15,868.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$99,379.62 
ADBE Adobe Inc.
+1.01%
+$2,592.84 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$98,076.58 
TTE TotalEnergies SE
+0.95%
+$5,561.84 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$18,928.15 
WLTG WealthTrust DBS Long-Term Growth Fund
+0.93%
+$47,102.84 
SCHW Charles Schwab Corporation
+0.87%
+$2,624.44 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.86%
+$69,216 
GEV GE Vernova Inc.
+0.85%
+$13,960.8 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$19,431.45 
AFOS ARS Focused Opportunities Strategy ETF
+0.79%
+$19,816.46 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$7,725.94 
TSLA Tesla, Inc.
+0.76%
+$6,733.02 
MPC Marathon Petroleum Corporation
+0.76%
+$21,660.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$69,089.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,779.76 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$40,817.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,193.28 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$3,039.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$32,592.78 
QTUM Defiance Quantum ETF
+0.67%
+$2,555.86 
DOW Dow Inc.
+0.67%
+$4,666 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$5,759.95 
PLTR Palantir Technologies Inc.
+0.65%
+$3,248.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$40,723.68 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$6,973.74 
IWB iShares Russell 1000 ETF
+0.64%
+$31,192.32 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$10,024.56 
JGRO JPMorgan Active Growth ETF
+0.61%
+$4,814.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$63,107.22 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$3,002.52 
CAIE Calamos Autocallable Income ETF
+0.56%
+$15,741.9 
APH Amphenol Corporation
+0.55%
+$4,430.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,267.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,941.94 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$4,190.4 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$27,145.66 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.5%
+$4,462.15 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$3,787.8 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$4,026.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,462.66 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$40,824.45 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,794.57 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$1,178.64 
DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November
+0.4%
+$4,163.81 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$5,527.17 
RTX RTX Corporation
+0.39%
+$3,648.96 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$1,725.12 
AVGO Broadcom Inc.
+0.37%
+$3,018.24 
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$988.62 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$1,689.51 
BAC Bank of America Corporation
+0.36%
+$4,502.74 
NMAY Innovator Growth-100 Power Buffer ETF May
+0.31%
+$5,306.4 
JPM JPMorgan Chase & Co.
+0.27%
+$703.12 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$848.24 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,278.4 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$3,863.4 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$2,292 
USB U.S. Bancorp
+0.17%
+$1,223.84 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$5,827.98 
T AT&T Inc.
+0.17%
+$1,529.84 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,407.73 
WMT Walmart Inc.
+0.09%
+$27,393.45 
FDS FactSet Research Systems Inc.
+0.07%
+$220.84 
BKLN Invesco Senior Loan ETF
+0.05%
+$244 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$475.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$236.08 
IYT iShares U.S. Transportation ETF
+0.01%
+$240.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 DLFE
DLFE
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$448,887.64 
MU Micron Technology, Inc.
-5.9%
-$166,248.41 
MNKD MannKind Corporation
-4.87%
-$10,220 
TSN Tyson Foods Inc.
-4.43%
-$187,081.43 
AG First Majestic Silver Corp
-4.21%
-$10,773.84 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$8,562.9 
ETHA iShares Ethereum Trust
-3.03%
-$11,313.28 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$5,128.64 
XBI SPDR S&P Biotech ETF
-2.94%
-$6,363.52 
ASND Ascendis Pharma A/S
-2.85%
-$34,468.27 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$11,812.86 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$5,803.51 
EWY iShares MSCI South Korea ETF
-2.55%
-$10,513.38 
RAL Ralliant Corporation
-2.43%
-$22,159.85 
XLB Materials Select Sector SPDR Fund
-2.34%
-$10,468.92 
BAX Baxter International Inc.
-2.21%
-$13,904.53 
BA Boeing Company
-2.15%
-$23,876.11 
NEM Newmont Corporation
-2.14%
-$28,193.65 
SLV iShares Silver Trust
-2.13%
-$13,430.34 
CCJ Cameco Corporation
-2.1%
-$15,279.15 
NFLX Netflix, Inc.
-2%
-$16,417.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,915.69 
JLL Jones Lang LaSalle Inc.
-1.85%
-$5,639.67 
SYF Synchrony Financial
-1.79%
-$19,909.26 
SOLV Solventum Corporation
-1.59%
-$5,524.14 
LRCX Lam Research Corporation
-1.58%
-$32,947.08 
GLD SPDR Gold Shares
-1.49%
-$19,130.45 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$3,296.88 
NKE Nike, Inc. - Class B
-1.37%
-$4,503.7 
PPG PPG Industries Inc.
-1.35%
-$4,785.19 
NNN NNN REIT, Inc.
-1.29%
-$3,007.62 
FCX Freeport-McMoRan Inc.
-1.28%
-$15,986.97 
CLX The Clorox Company
-1.24%
-$4,710 
HSY The Hershey Company
-1.23%
-$4,447.19 
ICLR ICON plc
-1.18%
-$7,312.72 
RCL Royal Caribbean Group
-1.13%
-$6,635.74 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$7,855.23 
DEO Diageo plc Sponsored ADR
-1.12%
-$5,590 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$6,229.44 
DOC Healthpeak Properties, Inc.
-1.04%
-$6,220.32 
CRH CRH plc
-1.03%
-$7,114.13 
KO The Coca-Cola Company
-1.02%
-$2,367.9 
UPS United Parcel Service, Inc.
-1%
-$6,130.95 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$88,549 
INGR Ingredion Inc.
-0.87%
-$2,509.08 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,180.83 
PYPL PayPal Holdings Inc
-0.76%
-$4,404.84 
GSK GSK plc Sponsored ADR
-0.73%
-$4,461.96 
MP MP Materials Corp.
-0.7%
-$2,253.3 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$12,015.6 
WPC W. P. Carey Inc.
-0.65%
-$2,607.85 
EME EMCOR Group, Inc.
-0.62%
-$6,930.83 
FYC First Trust Small Cap Growth Fund
-0.59%
-$72,696.9 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$23,433.26 
CARY Angel Oak Income ETF
-0.59%
-$3,068.54 
SCHF Schwab International Equity ETF
-0.58%
-$1,254.72 
COF Capital One Financial Corporation
-0.54%
-$5,290.69 
LLY Eli Lilly and Company
-0.53%
-$14,877.51 
MPB Mid Penn Bancorp Inc.
-0.52%
-$2,537.4 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$5,589.74 
ALL Allstate Corporation
-0.49%
-$4,590.35 
DFIV Dimensional International Value ETF
-0.47%
-$7,508.43 
IEV iShares Europe ETF
-0.44%
-$45,047.64 
TRV The Travelers Companies, Inc.
-0.43%
-$2,061.95 
GL Globe Life Inc.
-0.4%
-$1,952.02 
FDX FedEx Corporation
-0.37%
-$1,207.5 
MDT Medtronic plc
-0.37%
-$2,010.24 
GPC Genuine Parts Company
-0.37%
-$1,365.28 
KVUE Kenvue Inc.
-0.36%
-$1,931.86 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$8,918.63 
OSK Oshkosh Corporation
-0.36%
-$1,357.11 
DG Dollar General Corporation
-0.35%
-$1,503.89 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$7,280.25 
BF-B Brown-Forman Corporation
-0.35%
-$934.6 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$703.46 
TFC Truist Financial Corporation
-0.33%
-$1,455.53 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$4,113.2 
VST Vistra Corp
-0.29%
-$2,893.04 
VTV Vanguard Value ETF
-0.27%
-$1,905.08 
BX Blackstone Inc.
-0.25%
-$2,333.17 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$633.71 
VB Vanguard Small-Cap ETF
-0.22%
-$2,420.81 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$2,930.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$19,545.17 
NFG National Fuel Gas Company
-0.19%
-$951.68 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,155.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$15,213.52 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$332.43 
CFG Citizens Financial Group, Inc.
-0.11%
-$974.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$4,534.44 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$195.26 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,255.4 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$544.44 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$676.31 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$145.01 
TGT Target Corporation
-0.01%
-$80.1 
UBER Uber Technologies, Inc.
-0.01%
-$28.1 Events
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Dividends
Dividend Analysis
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| Trades 1796 | Longs Won 1071/1796 59% | Profit Factor 9.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,209.29 |
| Average Win $89,559.09 | Best Trade (Aug 13) $12.68M | Sharpe Ratio -13.14 |
| Average Loss -$13,658.91 | Worst Trade (Jun 29) -$477,312.74 | Z-Score 2.74 (99.38%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $47,892.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,307 | $4.14M | $5.66M | - | $1.52M | 36.75% | -7.354% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 9,763 | $202,965 | $201,996.47 | - | -$968.53 | -0.48% | -0.097% |
| ADBE Adobe Inc. | 1,033 | $244,098.74 | $258,673.53 | - | $14,574.79 | 5.97% | +1.013% |
| AFOS ARS Focused Opportunities Strategy ETF | 57,273 | $2.59M | $2.52M | - | -$73,925.42 | -2.85% | +0.794% |
| AG First Majestic Silver Corp | 16,324 | $271,957.84 | $245,349.72 | - | -$26,608.12 | -9.78% | -4.207% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 33,556 | $845,031.1 | $856,349.12 | - | $11,318.02 | 1.34% | +0.472% |
| ALL Allstate Corporation | 3,531 | $843,402 | $932,466.43 | - | $89,064.43 | 10.56% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 532 | $108,664.74 | $253,311.79 | - | $144,647.05 | 133.11% | -1.904% |
| AMP Ameriprise Financial, Inc. | 1,651 | $813,385.94 | $901,181.89 | - | $87,795.95 | 10.79% | +0.253% |
| AMZN Amazon.com Inc | 14,567 | $2.93M | $3.96M | - | $1.02M | 34.83% | +15.321% |
| APH Amphenol Corporation | 10,070 | $888,909.11 | $809,124.5 | - | -$79,784.61 | -8.98% | +0.551% |
| ASND Ascendis Pharma A/S | 4,814 | $1.28M | $1.17M | - | -$109,807.26 | -8.55% | -2.852% |
| AVAV AeroVironment Inc. | 5,329 | $909,451.02 | $795,992.73 | - | -$113,458.29 | -12.48% | +1.91% |
| AVGO Broadcom Inc. | 2,096 | $666,515.58 | $815,930.88 | - | $149,415.3 | 22.42% | +0.371% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,983 | $219,756 | $219,755.59 | - | -$0.41 | - | -2.573% |
| BA Boeing Company | 5,016 | $1.04M | $1.08M | - | $39,331.65 | 3.76% | -2.155% |
| BAC Bank of America Corporation | 20,467 | $1M | $1.27M | - | $266,379.72 | 26.6% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 97,133 | $3.22M | $3.35M | - | $121,813.71 | 3.78% | +0.175% |
| BAX Baxter International Inc. | 23,567 | $531,825.17 | $616,512.72 | - | $84,687.55 | 15.92% | -2.206% |
| BF-B Brown-Forman Corporation | 9,346 | $251,062 | $268,510.58 | - | $17,448.58 | 6.95% | -0.347% |
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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 New Wave Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $2.17M, SPDR S&P 500 ETF Trust - $1.97M, Palantir Technologies Inc - $1.87M, Intel Corporation - $1.62M, and JPMorgan Nasdaq Equity Premium Income ETF - $1.52M. 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: Energy Select Sector SPDR Fund - $447,510.15, iShares Semiconductor ETF - $362,974.31, FT Vest US Equity Moderate Class B - $207,469.14, Oracle Corporation - $188,573.62, and Health Care Select Sector SPDR Fund - $167,189.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does New Wave Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.23M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.5M, Walmart Inc - $556,809.47, iShares Interest Rate Hedged High Yield Bond ETF - $491,367.73, Tyson Foods Inc - $358,823.53, and iShares Broad USD High Yield Corporate Bond ETF - $339,903.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are New Wave Wealth Advisors LLC's monthly returns?
New Wave Wealth Advisors LLC'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 New Wave Wealth Advisors LLC's strategy be considered aggressive or moderate?
New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC's strategy?
New Wave Wealth Advisors 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.
