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:
56.07%
Gain -0.73%
Monthly
1.4%
Yearly
18.15%
Drawdown
18.61%
$604.13M
Equity
Holdings
$604.13M
Investment
$495.96M
$122.16M
Profit -$2.61M
Realized
$13.99M
Unrealized
$108.17M
Dividends
$19.91M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$2.61M
Win %
65%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$4.9M
Win %
65%
This Month
Compared to last month
Gain
-0.43%
Profit
-$2.61M
Win %
65%
This Year
Compared to last year
Gain
0.53%
Profit
$3.16M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$293,618.96 
GOOG Alphabet Inc
+6.88%
+$111,657.17 
GOOGL Alphabet Inc
+6.73%
+$108,777.27 
VRT Vertiv Holdings Co
+6.18%
+$11,467.06 
ANET Arista Networks, Inc.
+5.46%
+$12,222.31 
TT Trane Technologies plc
+3.33%
+$8,743.33 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$6,689.59 
META Meta Platforms Inc Class A
+3.28%
+$20,579.51 
MSFT Microsoft Corp.
+3.02%
+$180,069.89 
NVDA NVIDIA Corporation
+2.93%
+$73,219.42 
CVX Chevron Corporation
+2.35%
+$80,808.56 
EOG EOG Resources, Inc.
+2.19%
+$28,852.23 
CSCO Cisco Systems, Inc.
+2.14%
+$36,126.81 
TPL Texas Pacific Land Corporation
+2.11%
+$4,756.42 
OKE ONEOK, Inc.
+1.95%
+$6,594.6 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,633.35 
ORCL Oracle Corporation
+1.81%
+$4,305.84 
ZTS Zoetis Inc.
+1.66%
+$19,652.24 
KMI Kinder Morgan, Inc.
+1.64%
+$54,136.16 
ACN Accenture plc Class A
+1.61%
+$21,752.81 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$203,726.91 
VZ Verizon Communications Inc.
+1.52%
+$37,727.2 
LMT Lockheed Martin Corporation
+1.5%
+$41,027.02 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$2,926.08 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$41,075.61 
COP ConocoPhillips
+1.22%
+$12,178.56 
AMAT Applied Materials, Inc.
+1.18%
+$7,599.23 
ITW Illinois Tool Works Inc.
+1.15%
+$25,970.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,334.12 
VUG Vanguard Growth ETF
+1.1%
+$7,001.04 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$110,949.12 
ADP Automatic Data Processing Inc.
+0.98%
+$22,198.8 
WMB The Williams Companies, Inc.
+0.89%
+$5,616.45 
IBM International Business Machines Corporation
+0.86%
+$4,333.74 
GEV GE Vernova Inc.
+0.85%
+$1,445.94 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,184.43 
MCD McDonald's Corporation
+0.82%
+$22,486.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,395.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,250.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$139,016.58 
CAT Caterpillar Inc.
+0.7%
+$27,618.52 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,679.3 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,048.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$101,242.88 
PLTR Palantir Technologies Inc.
+0.65%
+$2,003.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,656.56 
IWB iShares Russell 1000 ETF
+0.64%
+$24,370.77 
VONE Vanguard Russell 1000 ETF
+0.64%
+$46,419.09 
BEPC Brookfield Renewable Corporation
+0.63%
+$1,343.37 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,699.43 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$3,158.38 
MO Altria Group, Inc.
+0.57%
+$15,374.19 
AOS A. O. Smith Corporation
+0.54%
+$9,480.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$160,368.16 
STX Seagate Technology Holdings plc
+0.52%
+$1,762.2 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$41,261.35 
AXON Axon Enterprise, Inc.
+0.47%
+$959.41 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$11,382.98 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$3,170.2 
IWD iShares Russell 1000 Value ETF
+0.44%
+$17,112.87 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$7,432.05 
CASY Casey's General Stores Inc.
+0.4%
+$1,876 
PFE Pfizer Inc.
+0.4%
+$1,101.6 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$13,098.64 
RTX RTX Corporation
+0.39%
+$2,415.84 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$1,022.87 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$7,855.29 
AVGO Broadcom Inc.
+0.37%
+$31,357.44 
PG Procter & Gamble Co
+0.37%
+$1,571.45 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$20,537.33 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,407.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$7,858.02 
BAC Bank of America Corporation
+0.36%
+$11,509.3 
MRK Merck & Co., Inc.
+0.32%
+$9,562.25 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$5,015.14 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$16,907.26 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$589.14 
JPM JPMorgan Chase & Co.
+0.27%
+$14,025.74 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$15,745.2 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.24%
+$688.33 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$2,195.34 
JNJ Johnson & Johnson
+0.21%
+$8,087.27 
CMI Cummins Inc.
+0.19%
+$2,487.64 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$9,587.7 
INTU Intuit Inc.
+0.18%
+$1,629.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,563.46 
MS Morgan Stanley
+0.17%
+$785.88 
TD The Toronto-Dominion Bank
+0.13%
+$309.12 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$16,674.1 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$232.91 
C Citigroup Inc.
+0.1%
+$704.55 
AFL Aflac Inc.
+0.09%
+$271.2 
WMT Walmart Inc.
+0.09%
+$787.72 
ABT Abbott Laboratories
+0.09%
+$2,710.8 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.07%
+$3,240.45 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$2,699.43 
OC Owens Corning
+0.06%
+$1,186.02 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
+0.05%
+$410.09 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$1,789.79 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$1,276.38 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,694.17 
STEL Stellar Bancorp Inc.
+0.03%
+$137.17 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
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 
AAPL Apple Inc.
-7.35%
-$657,896.12 
SYK Stryker Corporation
-6.42%
-$17,179.46 
MU Micron Technology, Inc.
-5.9%
-$24,214.44 
SHOP Shopify Inc.
-4.29%
-$25,557 
FIS Fidelity National Information Services, Inc.
-2.67%
-$63,998.13 
QCOM QUALCOMM Incorporated
-2.63%
-$67,020.2 
ABBV AbbVie Inc.
-2.51%
-$104,904.58 
WSM Williams-Sonoma, Inc.
-2%
-$94,458.4 
NFLX Netflix, Inc.
-2%
-$4,686.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$18,849.64 
APD Air Products and Chemicals, Inc.
-1.77%
-$37,456.74 
UNH UnitedHealth Group Incorporated
-1.68%
-$36,078.26 
DRI Darden Restaurants, Inc.
-1.64%
-$29,513.34 
LRCX Lam Research Corporation
-1.58%
-$160,279.78 
NLY Annaly Capital Management, Inc.
-1.56%
-$4,035.96 
STWD Starwood Property Trust Inc.
-1.54%
-$4,107.75 
GLD SPDR Gold Shares
-1.49%
-$3,192.15 
DPZ Domino's Pizza Inc.
-1.37%
-$19,427.59 
TJX The TJX Companies, Inc.
-1.21%
-$6,725.72 
TXN Texas Instruments Inc
-1.08%
-$4,475.67 
KO The Coca-Cola Company
-1.02%
-$27,101.7 
PAGP Plains GP Holdings, L.P.
-0.98%
-$4,377.62 
XOM Exxon Mobil Corporation
-0.97%
-$53,859.06 
MET MetLife Inc.
-0.97%
-$29,052.58 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$2,545.6 
MA Mastercard Incorporated
-0.74%
-$2,592.5 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$97,374.72 
BLK BlackRock, Inc.
-0.73%
-$19,726.54 
DUK Duke Energy Corporation
-0.67%
-$17,915.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$269,815.77 
WPC W. P. Carey Inc.
-0.65%
-$3,027.37 
AMGN Amgen Inc.
-0.64%
-$4,434.26 
BE Bloom Energy Corporation
-0.63%
-$1,431.83 
EFA iShares MSCI EAFE ETF
-0.62%
-$83,366.58 
PM Philip Morris International Inc.
-0.61%
-$5,700.53 
WEC WEC Energy Group Inc.
-0.57%
-$9,032.35 
DGX Quest Diagnostics Inc.
-0.55%
-$2,252.35 
LLY Eli Lilly and Company
-0.53%
-$2,311.01 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$49,677.59 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$12,015.45 
PEP PepsiCo, Inc.
-0.46%
-$2,114.56 
DVY iShares Select Dividend ETF
-0.45%
-$7,430.91 
HD The Home Depot, Inc.
-0.42%
-$8,985.09 
VGT Vanguard Information Technology ETF
-0.38%
-$1,881.68 
AXP American Express Company
-0.38%
-$2,613.64 
FDX FedEx Corporation
-0.37%
-$7,293.3 
MDT Medtronic plc
-0.37%
-$983.36 
ARCC Ares Capital Corporation
-0.37%
-$1,599.22 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,016.38 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$23,649.83 
TMUS T-Mobile US, Inc.
-0.36%
-$3,842.31 
DG Dollar General Corporation
-0.35%
-$8,159.35 
FDVV Fidelity High Dividend ETF
-0.35%
-$9,740.5 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$4,918.27 
VXF Vanguard Extended Market ETF
-0.3%
-$6,047.07 
VST Vistra Corp
-0.29%
-$776.15 
MTB M&T Bank Corporation
-0.29%
-$683.03 
SDY SPDR S&P Dividend ETF
-0.28%
-$27,884.56 
VTV Vanguard Value ETF
-0.27%
-$3,086.83 
BX Blackstone Inc.
-0.25%
-$1,205.79 
COST Costco Wholesale Corporation
-0.24%
-$1,146.82 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$1,304.58 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$3,938.77 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,147.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$501.3 
KR Kroger Co.
-0.21%
-$4,072.2 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$7,247.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,169.76 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.19%
-$7,644.49 
EPD Enterprise Products Partners L.P.
-0.18%
-$412.73 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$11,533.44 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$6,738 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$672.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$339.12 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$5,826.66 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$5,296.23 
IDV iShares International Select Dividend ETF
-0.14%
-$1,153.74 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$5,115.54 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$5,088.27 
MUB iShares National Muni Bond ETF
-0.11%
-$6,738.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9,825.04 
XLF Financial Select Sector SPDR Fund
-0.1%
-$372.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,479.65 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$222.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$295.83 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$3,793.96 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$11,172.3 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$271.99 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$132.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,834.95 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,479.12 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1,635.19 
V Visa Inc. Class A
-0.04%
-$238.54 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$950.26 
TGT Target Corporation
-0.01%
-$390.39 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1576 | Longs Won 1079/1576 68% | Profit Factor 10.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $418,019.29 |
| Average Win $125,397.26 | Best Trade (Aug 14) $11.43M | Sharpe Ratio -38.16 |
| Average Loss -$26,441.71 | Worst Trade (Aug 02) -$579,233.15 | Z-Score 6.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $77,514.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,831 | $5.73M | $8.29M | - | $2.56M | 44.66% | -7.354% |
| ABBV AbbVie Inc. | 16,214 | $3.12M | $4.07M | - | $953,095.24 | 30.59% | -2.513% |
| ABT Abbott Laboratories | 30,120 | $2.81M | $3.18M | - | $372,278.56 | 13.24% | +0.085% |
| ACN Accenture plc Class A | 8,271 | $2.49M | $1.37M | - | -$1.12M | -44.99% | +1.611% |
| ADP Automatic Data Processing Inc. | 8,571 | $2.24M | $2.28M | - | $40,034.23 | 1.78% | +0.982% |
| AFL Aflac Inc. | 2,260 | $247,944.4 | $288,104.8 | - | $40,160.4 | 16.2% | +0.094% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 111,326 | $10.33M | $13.03M | - | $2.71M | 26.2% | +1.588% |
| AMAT Applied Materials, Inc. | 1,288 | $314,351.65 | $653,878.97 | - | $339,527.32 | 108.01% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,040 | $414,659.8 | $971,345.98 | - | $556,686.18 | 134.25% | -1.904% |
| AMGN Amgen Inc. | 1,788 | $533,333.92 | $688,666.08 | - | $155,332.16 | 29.12% | -0.64% |
| AMZN Amazon.com Inc | 8,138 | $1.48M | $2.21M | - | $734,767.76 | 49.8% | +15.321% |
| ANET Arista Networks, Inc. | 1,310 | $222,490 | $236,258.51 | - | $13,768.51 | 6.19% | +5.456% |
| AOS A. O. Smith Corporation | 29,628 | $1.93M | $1.78M | - | -$152,695.62 | -7.89% | +0.535% |
| APD Air Products and Chemicals, Inc. | 7,054 | $1.98M | $2.08M | - | $99,924.55 | 5.05% | -1.769% |
| ARCC Ares Capital Corporation | 22,846 | $423,329 | $428,590.96 | - | $5,261.96 | 1.24% | -0.372% |
| AVGO Broadcom Inc. | 21,776 | $3.64M | $8.48M | - | $4.84M | 132.85% | +0.371% |
| AXON Axon Enterprise, Inc. | 390 | $218,638 | $205,826.4 | - | -$12,811.6 | -5.86% | +0.468% |
| AXP American Express Company | 2,058 | $415,687.51 | $692,002.5 | - | $276,314.99 | 66.47% | -0.376% |
| 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 | $3.24M | - | $1.18M | 56.98% | +0.356% |
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Option values are updated at end of day.
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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 Harold Williams?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $2.27M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.3M, WisdomTree U.S. MidCap Dividend Fund - $1.3M, FT Vest U.S. Equity Deep Buffer ETF - $1.09M, and Invesco S&P 500 Top 50 ETF - $1.02M. 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 - $190,653.36. 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 $19.91M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.27M, iShares MSCI EAFE ETF - $912,610.45, WisdomTree U.S. MidCap Dividend Fund - $794,396.84, VANGUARD TOTAL STOCK MKT ETF - $772,575.86, and SPDR S&P Dividend ETF - $649,357.09. 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.
