Harold Williams Portfolio
Invests via PRECEDENT WEALTH PARTNERS, LLC | Managed by J. Harold Williams, George F. Williams, Grant J. Williams, Bob Shea, Lad Perenyi, John Watson, Drew Casey
Invests via PRECEDENT WEALTH PARTNERS, LLC
Managed by J. Harold Williams, George F. Williams, Grant J. Williams, Bob Shea, Lad Perenyi, John Watson, Drew Casey
Automatically Tracked
Harold Williams Profile
Veteran private equity investor and former operating executive focused on industrials and services, with experience leading turnarounds, carve-outs and portfolio company operational improvements. Harold Williams is known for sourcing strategic add-ons, driving EBITDA expansion through margin improvement and working capital initiatives, and negotiating complex exits. Prior roles include senior operating posts and investment leadership at mid-market PE firms; frequently active as board chair in sponsored companies. Market reputation centers on pragmatic value creation and disciplined capital allocation.
Veteran private equity investor and former operating executive focused on industrials and services, with experience leading turnarounds, carve-outs and portfolio company operational improvements. Harold Williams is known for sourcing strategic add-ons, driving EBITDA expansion through margin improvement and working capital initiatives, and negotiating complex exits. Prior roles include senior operating posts and investment leadership at mid-market PE firms; frequently active as board chair in sponsored companies. Market reputation centers on pragmatic value creation and disciplined capital allocation.
Investment Philosophy & Strategy
Operates an operationally-driven private equity approach focused on mid-market industrials and services. Prioritizes control buyouts, carve-outs and turnarounds where hands-on operational work can expand EBITDA through margin improvements, working-capital optimization and strategic add-ons. Uses conservative leverage, rigorous underwriting and active board stewardship to de-risk execution and accelerate value creation. Targets 3–7 year hold periods with exit discipline, preferring structured deals that balance cash returns and optionality from operational transformation.
Operates an operationally-driven private equity approach focused on mid-market industrials and services. Prioritizes control buyouts, carve-outs and turnarounds where hands-on operational work can expand EBITDA through margin improvements, working-capital optimization and strategic add-ons. Uses conservative leverage, rigorous underwriting and active board stewardship to de-risk execution and accelerate value creation. Targets 3–7 year hold periods with exit discipline, preferring structured deals that balance cash returns and optionality from operational transformation.
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:
54.37%
Gain +0.33%
Monthly
1.3%
Yearly
16.83%
Drawdown
18.61%
$600.14M
Equity
Holdings
$600.14M
Investment
$495.96M
$118.18M
Profit +$1.04M
Realized
$13.99M
Unrealized
$104.19M
Dividends
$21.75M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$1.04M
Win %
63%
This Week
Compared To Last Week
Gain
0.18%
Profit
$1.1M
Win %
63%
This Month
Compared to last month
Gain
1.51%
Profit
$8.93M
Win %
63%
This Year
Compared to last year
Gain
-0.14%
Profit
-$827,100.83
Win %
65%
C Citigroup Inc.
+2.76%
+$18,455.1 
KMI Kinder Morgan, Inc.
+2.58%
+$87,971.26 
RTX RTX Corporation
+2.49%
+$13,373.4 
PM Philip Morris International Inc.
+2.48%
+$23,913.5 
PNC The PNC Financial Services Group, Inc.
+2.47%
+$52,107.03 
JPM JPMorgan Chase & Co.
+2.42%
+$121,307.73 
LMT Lockheed Martin Corporation
+2.28%
+$57,808.59 
EOG EOG Resources, Inc.
+2.01%
+$27,672.65 
PEP PepsiCo, Inc.
+2%
+$8,491.28 
MET MetLife Inc.
+1.91%
+$59,032.37 
OC Owens Corning
+1.86%
+$31,437.48 
BLK BlackRock, Inc.
+1.83%
+$50,601.84 
HD The Home Depot, Inc.
+1.8%
+$35,875.26 
OKE ONEOK, Inc.
+1.8%
+$6,177.7 
TJX The TJX Companies, Inc.
+1.75%
+$8,880.1 
LLY Eli Lilly and Company
+1.73%
+$8,158.28 
AXP American Express Company
+1.64%
+$10,598.7 
DUK Duke Energy Corporation
+1.6%
+$40,523.2 
EPD Enterprise Products Partners L.P.
+1.57%
+$3,301.76 
DPZ Domino's Pizza Inc.
+1.51%
+$18,539.01 
COP ConocoPhillips
+1.51%
+$17,973.86 
PG Procter & Gamble Co
+1.5%
+$6,982.57 
KO The Coca-Cola Company
+1.49%
+$41,254.81 
CASY Casey's General Stores Inc.
+1.39%
+$5,033.04 
BAC Bank of America Corporation
+1.39%
+$37,666.8 
WEC WEC Energy Group Inc.
+1.34%
+$20,358.53 
MO Altria Group, Inc.
+1.33%
+$38,632.58 
JNJ Johnson & Johnson
+1.28%
+$49,591.75 
DG Dollar General Corporation
+1.27%
+$30,915.06 
IDV iShares International Select Dividend ETF
+1.24%
+$10,095.23 
DHS WisdomTree U.S. High Dividend Fund
+1.23%
+$77,825 
VZ Verizon Communications Inc.
+1.22%
+$29,109.23 
KR Kroger Co.
+1.19%
+$25,281.58 
MRK Merck & Co., Inc.
+1.19%
+$40,113.84 
TD The Toronto-Dominion Bank
+1.18%
+$2,724.12 
AFL Aflac Inc.
+1.17%
+$3,130.09 
DRI Darden Restaurants, Inc.
+1.16%
+$21,634.41 
AAPL Apple Inc.
+1.15%
+$105,714.14 
APD Air Products and Chemicals, Inc.
+1.13%
+$23,630.83 
XLF Financial Select Sector SPDR Fund
+1.11%
+$3,814.23 
DVY iShares Select Dividend ETF
+1.11%
+$18,061.75 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$10,588.96 
CVX Chevron Corporation
+1.1%
+$43,085.8 
TT Trane Technologies plc
+1.08%
+$2,938.29 
ACN Accenture plc Class A
+1.06%
+$19,767.69 
COST Costco Wholesale Corporation
+1.06%
+$5,231.19 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.03%
+$14,491.85 
TMUS T-Mobile US, Inc.
+1.02%
+$9,819.4 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+1.01%
+$24,476.1 
V Visa Inc. Class A
+1%
+$6,807.48 
WMT Walmart Inc.
+0.97%
+$9,019.17 
ABBV AbbVie Inc.
+0.95%
+$43,534.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.94%
+$19,129.84 
ITW Illinois Tool Works Inc.
+0.94%
+$20,456.96 
WMB The Williams Companies, Inc.
+0.94%
+$5,794.75 
WPC W. P. Carey Inc.
+0.93%
+$3,784.2 
SDY SPDR S&P Dividend ETF
+0.88%
+$85,554.9 
AMGN Amgen Inc.
+0.87%
+$6,722.88 
WSM Williams-Sonoma, Inc.
+0.84%
+$43,073.77 
DON WisdomTree U.S. MidCap Dividend Fund
+0.84%
+$103,902.39 
DXJ WisdomTree Japan Hedged Equity Fund
+0.84%
+$114,111 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.83%
+$2,488.32 
ZTS Zoetis Inc.
+0.83%
+$10,138.05 
XOM Exxon Mobil Corporation
+0.8%
+$49,107.14 
VYMI Vanguard International High Dividend Yield Index Fund
+0.79%
+$74,985.6 
BMY Bristol-Myers Squibb Company
+0.78%
+$2,798.38 
MS Morgan Stanley
+0.75%
+$2,979.77 
SYK Stryker Corporation
+0.75%
+$1,684.43 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.75%
+$6,640.9 
TXN Texas Instruments Inc
+0.73%
+$3,008.46 
EFA iShares MSCI EAFE ETF
+0.72%
+$94,734.75 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$19,136.55 
AOS A. O. Smith Corporation
+0.7%
+$12,295.62 
PFE Pfizer Inc.
+0.65%
+$2,098.55 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.63%
+$11,279.2 
FDVV Fidelity High Dividend ETF
+0.62%
+$17,045.87 
VTV Vanguard Value ETF
+0.62%
+$7,220.16 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.61%
+$1,331.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.6%
+$241,114.02 
FDX FedEx Corporation
+0.58%
+$10,844.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.57%
+$1,175.2 
CMI Cummins Inc.
+0.52%
+$5,648.07 
TGT Target Corporation
+0.48%
+$14,654.25 
MCD McDonald's Corporation
+0.48%
+$11,856.36 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
+0.47%
+$17,941.15 
ADP Automatic Data Processing Inc.
+0.47%
+$11,485.14 
IWD iShares Russell 1000 Value ETF
+0.45%
+$17,575.38 
MA Mastercard Incorporated
+0.44%
+$1,665.29 
STWD Starwood Property Trust Inc.
+0.44%
+$903.71 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$2,497.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.43%
+$59,793.32 
VIG Vanguard Dividend Appreciation ETF
+0.42%
+$1,164.84 
NLY Annaly Capital Management, Inc.
+0.33%
+$672.66 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$6,774.25 
PAGP Plains GP Holdings, L.P.
+0.26%
+$1,178.59 
PRF Invesco FTSE RAFI US 1000 ETF
+0.24%
+$12,943.4 
TPL Texas Pacific Land Corporation
+0.22%
+$439.68 
ABT Abbott Laboratories
+0.2%
+$6,325.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$459.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$12,156.69 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.17%
+$7,561.05 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.17%
+$5,105.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$367.38 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.14%
+$5,072.97 
ARCC Ares Capital Corporation
+0.13%
+$571.15 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.12%
+$5,088.27 
GLD SPDR Gold Shares
+0.12%
+$264.13 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$241.27 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.11%
+$380.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$225.25 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.11%
+$4,751.3 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.1%
+$4,211.25 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$3,783.03 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$4,087.97 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.09%
+$3,993.64 
BEPC Brookfield Renewable Corporation
+0.09%
+$159.93 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
+0.09%
+$683.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$1,983.72 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$3,354.46 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$246.53 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$2,913.33 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$2,752.43 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.07%
+$2,699.43 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.06%
+$326.14 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.06%
+$169.96 
DNOV FT Vest US Equity Deep Buffer Fund
+0.05%
+$1,605.22 
GEV GE Vernova Inc.
+0.04%
+$67.86 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,479.12 
STEL Stellar Bancorp Inc.
+0.03%
+$137.17 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.02%
+$894.89 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 OCTM
OCTM
0%
$0 DECM
DECM
0%
$0 MAYM
MAYM
0%
$0 FEBM
FEBM
0%
$0 BUFH
BUFH
0%
$0 
PANW Palo Alto Networks, Inc.
-6.12%
-$39,196.41 
PLTR Palantir Technologies Inc.
-5.76%
-$28,907.7 
STX Seagate Technology Holdings plc
-5.55%
-$15,178.68 
IGV iShares Expanded Tech-Software Sector ETF
-4.07%
-$144,249.78 
AXON Axon Enterprise, Inc.
-3.73%
-$6,068.4 
MU Micron Technology, Inc.
-3.66%
-$15,976.48 
AMD Advanced Micro Devices, Inc.
-3.65%
-$41,830.16 
LRCX Lam Research Corporation
-3.6%
-$340,699.44 
ORCL Oracle Corporation
-3.35%
-$8,406.64 
BE Bloom Energy Corporation
-3.09%
-$7,989.83 
ANET Arista Networks, Inc.
-2.95%
-$7,178.8 
AMAT Applied Materials, Inc.
-2.94%
-$16,254.57 
VRT Vertiv Holdings Co
-2.42%
-$4,238 
AVGO Broadcom Inc.
-2.34%
-$175,514.34 
META Meta Platforms Inc Class A
-2.19%
-$18,786.93 
NFLX Netflix, Inc.
-2.15%
-$5,007.6 
INTU Intuit Inc.
-1.98%
-$18,677.06 
XLK State Street Technology Select Sector SPDR ETF
-1.85%
-$10,603.71 
CSCO Cisco Systems, Inc.
-1.76%
-$28,767.65 
VGT Vanguard Information Technology ETF
-1.7%
-$9,080.2 
UNH UnitedHealth Group Incorporated
-1.47%
-$30,515.99 
DGX Quest Diagnostics Inc.
-1.45%
-$6,058.6 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$12,606.23 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$4,297.93 
GOOGL Alphabet Inc
-1.34%
-$22,704.29 
MSFT Microsoft Corp.
-1.29%
-$91,753.74 
SHOP Shopify Inc.
-1.24%
-$10,758.28 
QCOM QUALCOMM Incorporated
-1.24%
-$37,121.2 
GOOG Alphabet Inc
-1.21%
-$20,270.37 
IWF iShares Russell 1000 Growth ETF
-1.1%
-$11,341.78 
IBM International Business Machines Corporation
-1.08%
-$5,717.88 
VONG Vanguard Russell 1000 Growth Fund
-1.05%
-$5,551.62 
MTB M&T Bank Corporation
-1.04%
-$2,193.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.95%
-$2,983.16 
VUG Vanguard Growth ETF
-0.93%
-$6,285.88 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.91%
-$1,889.76 
VXF Vanguard Extended Market ETF
-0.85%
-$16,778.49 
FIS Fidelity National Information Services, Inc.
-0.69%
-$13,007.75 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.44%
-$32,574.75 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.41%
-$46,200.29 
XLG Invesco S&P 500 Top 50 ETF
-0.41%
-$45,073.08 
BX Blackstone Inc.
-0.36%
-$1,469.52 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,587.9 
VONE Vanguard Russell 1000 ETF
-0.31%
-$23,534.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$96,717.71 
IWB iShares Russell 1000 ETF
-0.25%
-$10,012.85 
MDT Medtronic plc
-0.25%
-$737.52 
SPY SPDR S&P 500 ETF Trust
-0.25%
-$4,381.54 
VOO Vanguard S&P 500 ETF
-0.24%
-$49,645.1 
IVV iShares Core S&P 500 ETF
-0.23%
-$35,889.81 
CAT Caterpillar Inc.
-0.22%
-$7,744.94 
NVDA NVIDIA Corporation
-0.2%
-$5,642.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$680 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.19%
-$461.15 
XMHQ Invesco S&P MidCap Quality ETF
-0.18%
-$10,759.22 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.16%
-$1,185.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.16%
-$6,350.4 
VTHR Vanguard Russell 3000 ETF
-0.15%
-$863.62 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$12,895.36 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$383.58 
VST Vistra Corp
-0.12%
-$324.9 
AMZN Amazon.com Inc
-0.11%
-$2,359.94 
BUFR FT Vestladder Buffer ETF-USD I
-0.09%
-$1,734.14 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.08%
-$3,463.22 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.08%
-$4,972.73 
EES WisdomTree U.S. SmallCap Fund
-0.06%
-$256.34 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.04%
-$814.02 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.02%
-$1,246.91 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$221.26 
MUB iShares National Muni Bond ETF
-0.01%
-$280.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1576 | Longs Won 1061/1576 67% | Profit Factor 8.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,332.08 |
| Average Win $125,767.51 | Best Trade (Oct 15) $11.2M | Sharpe Ratio -38.16 |
| Average Loss -$29,636.76 | Worst Trade (Oct 16) -$949,023.41 | Z-Score 5.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $74,985.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,831 | $5.73M | $9.28M | - | $3.55M | 62% | +1.152% |
| ABBV AbbVie Inc. | 16,214 | $3.12M | $4.64M | - | $1.52M | 48.88% | +0.947% |
| ABT Abbott Laboratories | 30,120 | $2.81M | $3.16M | - | $347,881.36 | 12.37% | +0.201% |
| ACN Accenture plc Class A | 8,271 | $2.49M | $1.88M | - | -$614,621.25 | -24.64% | +1.063% |
| ADP Automatic Data Processing Inc. | 8,571 | $2.24M | $2.46M | - | $215,996.95 | 9.63% | +0.469% |
| AFL Aflac Inc. | 2,260 | $247,944.4 | $269,923.1 | - | $21,978.7 | 8.86% | +1.173% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 111,326 | $10.33M | $11.13M | - | $806,839.88 | 7.81% | -0.413% |
| AMAT Applied Materials, Inc. | 1,288 | $314,351.65 | $537,598.32 | - | $223,246.67 | 71.02% | -2.935% |
| AMD Advanced Micro Devices, Inc. | 2,040 | $414,659.8 | $1.11M | - | $690,459.2 | 166.51% | -3.647% |
| AMGN Amgen Inc. | 1,788 | $533,333.92 | $782,768.52 | - | $249,434.6 | 46.77% | +0.866% |
| AMZN Amazon.com Inc | 8,138 | $1.48M | $2.07M | - | $595,526.66 | 40.37% | -0.114% |
| ANET Arista Networks, Inc. | 1,310 | $222,490 | $235,931 | - | $13,441 | 6.04% | -2.953% |
| AOS A. O. Smith Corporation | 29,628 | $1.93M | $1.77M | - | -$159,954.48 | -8.27% | +0.698% |
| APD Air Products and Chemicals, Inc. | 7,054 | $1.98M | $2.12M | - | $135,617.72 | 6.85% | +1.129% |
| ARCC Ares Capital Corporation | 22,846 | $423,329 | $432,817.47 | - | $9,488.47 | 2.24% | +0.132% |
| AVGO Broadcom Inc. | 21,776 | $3.64M | $7.32M | - | $3.68M | 101.14% | -2.341% |
| AXON Axon Enterprise, Inc. | 390 | $218,638 | $156,635.7 | - | -$62,002.3 | -28.36% | -3.73% |
| AXP American Express Company | 2,058 | $415,687.51 | $656,543.16 | - | $240,855.65 | 57.94% | +1.641% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 5,721 | $385,023 | $385,023 | - | - | - | 0.0 |
| BAC Bank of America Corporation | 52,315 | $2.06M | $2.74M | - | $677,792.01 | 32.83% | +1.393% |
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FAQ
Which stocks have generated the highest profits for Harold Williams?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $2.31M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.4M, WisdomTree U.S. MidCap Dividend Fund - $1.35M, FT Vest U.S. Equity Deep Buffer ETF - $1.09M, and iShares Core S&P 500 ETF - $1.04M. 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: Nike, Inc. - Class B - $506,877.18, Comcast Corp - $371,343.22, United Parcel Service, Inc - $284,543.53, The Clorox Company - $250,196.62, and PepsiCo, Inc - $185,763.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Harold Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.75M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M, iShares MSCI EAFE ETF - $912,610.45, VANGUARD TOTAL STOCK MKT ETF - $851,561.31, WisdomTree U.S. MidCap Dividend Fund - $845,789.42, and SPDR S&P Dividend ETF - $707,471.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Harold Williams's monthly returns?
Harold Williams'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 Harold Williams's strategy be considered aggressive or moderate?
Harold Williams'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 Harold Williams's strategy?
Harold Williams'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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