Paul Elam Portfolio
Invests via Oak Harbor Wealth Partners LLC | Managed by William R. Hesmer, Jr.
Invests via Oak Harbor Wealth Partners LLC
Managed by William R. Hesmer, Jr.
Automatically Tracked
Paul Elam Profile
With a distinguished background in entrepreneurship and advocacy, Paul Elam has carved out a niche in the discourse surrounding men's issues. As the founder of A Voice for Men, he leads initiatives focused on raising awareness about men's rights and related social challenges. His efforts have positioned him as a significant figure within discussions around gender equality and activism, allowing him to engage diverse audiences through lectures and media appearances. Through his leadership, Elam amplifies critical dialogues that impact various sectors including education, healthcare, and legal reforms related to masculinity.
With a distinguished background in entrepreneurship and advocacy, Paul Elam has carved out a niche in the discourse surrounding men's issues. As the founder of A Voice for Men, he leads initiatives focused on raising awareness about men's rights and related social challenges. His efforts have positioned him as a significant figure within discussions around gender equality and activism, allowing him to engage diverse audiences through lectures and media appearances. Through his leadership, Elam amplifies critical dialogues that impact various sectors including education, healthcare, and legal reforms related to masculinity.
Investment Philosophy & Strategy
With a profound understanding of societal dynamics, Paul Elam pursues investment opportunities that challenge conventional narratives and seek social change. His entrepreneurial mindset drives a focus on ventures that elevate men's issues, fostering innovation within advocacy-oriented businesses. Leveraging his leadership experience, he identifies potential in organizations committed to enhancing men’s health and rights. This strategic approach not only highlights gaps in current market offerings but also emphasizes building awareness as a value proposition, blending impact investing with personal values.
With a profound understanding of societal dynamics, Paul Elam pursues investment opportunities that challenge conventional narratives and seek social change. His entrepreneurial mindset drives a focus on ventures that elevate men's issues, fostering innovation within advocacy-oriented businesses. Leveraging his leadership experience, he identifies potential in organizations committed to enhancing men’s health and rights. This strategic approach not only highlights gaps in current market offerings but also emphasizes building awareness as a value proposition, blending impact investing with personal values.
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:
61.46%
Gain -0.39%
Monthly
0.61%
Yearly
7.51%
Drawdown
22.98%
$272.49M
Equity
Holdings
$272.49M
Investment
$210.96M
$102.64M
Profit -$1.32M
Realized
$41.12M
Unrealized
$61.52M
Dividends
$30.55M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$1.32M
Win %
77%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$3.03M
Win %
77%
This Month
Compared to last month
Gain
-0.74%
Profit
-$2.02M
Win %
77%
This Year
Compared to last year
Gain
1.21%
Profit
$2.9M
Win %
76%
MSI Motorola Solutions, Inc.
+8.14%
+$390,866.49 
XLE Energy Select Sector SPDR Fund
+3.91%
+$9,336.32 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$13,990.53 
AMD Advanced Micro Devices, Inc.
+2.21%
+$5,463.83 
FDX FedEx Corporation
+2.01%
+$51,386.4 
ETN Eaton Corporation plc
+1.76%
+$10,178.1 
AVGO Broadcom Inc.
+1.54%
+$12,963.72 
COP ConocoPhillips
+1.5%
+$6,601.36 
FAST Fastenal Co.
+1.25%
+$3,075 
CVX Chevron Corporation
+1.12%
+$13,816.99 
GPC Genuine Parts Company
+1.12%
+$5,406.59 
ASH Ashland Inc.
+0.86%
+$2,518.44 
COST Costco Wholesale Corporation
+0.62%
+$52,716.47 
RPG Invesco S&P 500 Pure Growth ETF
+0.61%
+$420.48 
IBB iShares Biotechnology ETF
+0.61%
+$221.13 
GTIP Goldman Sachs Access Inflation-Protected Securities Fund
+0.55%
+$50.86 
DE Deere & Company
+0.46%
+$16,381.12 
AAPL Apple Inc.
+0.45%
+$67,947.42 
VZ Verizon Communications Inc.
+0.45%
+$8,481.69 
GOOG Alphabet Inc
+0.43%
+$40,644.1 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.39%
+$823.98 
EUSA iShares MSCI USA Equal Weighted ETF
+0.33%
+$899.34 
PAYX Paychex Inc.
+0.31%
+$1,667.59 
SMH VanEck Semiconductor ETF
+0.31%
+$603.68 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.29%
+$1,481.58 
V Visa Inc. Class A
+0.28%
+$15,368.7 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$6.2 
EWT iShares MSCI Taiwan ETF
+0.28%
+$5.6 
DG Dollar General Corporation
+0.25%
+$5,829.12 
PEP PepsiCo, Inc.
+0.23%
+$2,210.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$129.05 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$49.84 
SYK Stryker Corporation
+0.12%
+$1,848.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$5,347.96 
MA Mastercard Incorporated
+0.11%
+$540.64 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$228.29 
TOUS T. Rowe Price International Equity ETF
+0.1%
+$1,856.92 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
+0.06%
+$5.48 
SDY SPDR S&P Dividend ETF
+0.06%
+$109.26 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.03%
+$5.16 
JPIE JPMorgan Income ETF
+0.02%
+$6.73 
SCHC Schwab International Small-Cap Equity ETF
+0.02%
+$0.2 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.03 
BAC Bank of America Corporation
0%
$0 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MAIN Main Street Capital Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SO The Southern Company
0%
$0 
T AT&T Inc.
0%
$0 
TOWN TowneBank
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FCSH Federated Hermes Short Duration Corporate ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
QSU Defiance Daily Target 2X Long QS ETF
-9.67%
-$42,364.5 
EWY iShares MSCI South Korea ETF
-7.12%
-$481.6 
VGT Vanguard Information Technology ETF
-5.49%
-$12,772.08 
QS QuantumScape Corp
-5.43%
-$31,935.3 
QTEC First Trust NASDAQ-100 Technology Index Fund
-5.4%
-$29,820.02 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$24,129.24 
IWLG NYLI Winslow Large Cap Growth ETF
-4.42%
-$16,898.78 
AMGN Amgen Inc.
-4.37%
-$28,050.75 
JGRO JPMorgan Active Growth ETF
-3.9%
-$101,909.4 
IWP iShares Russell Mid-Cap Growth ETF
-3.47%
-$63,517.42 
SCHM Schwab U.S. Mid-Cap ETF
-3.34%
-$576 
VXF Vanguard Extended Market ETF
-3.15%
-$1,538 
EOS Eaton Vance Enhanced Equity Income Fund II
-3.14%
-$10,313.43 
KMB Kimberly-Clark Corporation
-3.1%
-$9,629.16 
GSUS Goldman Sachs MarketBeta U.S.
-3.04%
-$1,731.28 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$264.04 
DD DuPont de Nemours, Inc.
-3.01%
-$14,341.23 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-3%
-$10,120.57 
CP Canadian Pacific Kansas City Limited
-2.8%
-$7,400.96 
LNC Lincoln National Corporation
-2.77%
-$285,434.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-2.72%
-$540.96 
FNDC Schwab Fundamental International Small Company Index ETF
-2.65%
-$41.54 
JGLO JPMorgan Global Select Equity ETF
-2.55%
-$1,443.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$110,784.01 
FNDA Schwab Fundamental U.S. Small Company ETF
-2.39%
-$40.04 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$60,210.79 
IWR iShares Russell Mid-Cap ETF
-2.33%
-$10,925.4 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.31%
-$828.49 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-2.29%
-$32,402.51 
SCHF Schwab International Equity ETF
-2.17%
-$75.03 
D Dominion Energy, Inc.
-2.15%
-$14,895.51 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$119,812.62 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-2.08%
-$16,928.37 
IJS iShares S&P Small-Cap 600 Value ETF
-2%
-$277 
IWS iShares Russell Mid-Cap Value ETF
-1.98%
-$2,904.94 
FDUS Fidus Investment Corporation
-1.94%
-$7,012.59 
BX Blackstone Inc.
-1.9%
-$15,255.53 
ISRG Intuitive Surgical, Inc.
-1.85%
-$5,353.82 
VTV Vanguard Value ETF
-1.8%
-$45,345.07 
IWD iShares Russell 1000 Value ETF
-1.68%
-$6,719.27 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-1.67%
-$60,847.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-1.63%
-$1,668.42 
MMT MFS Multimarket Income Trust
-1.6%
-$2,034.34 
PFE Pfizer Inc.
-1.55%
-$27,355.2 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$5,946.96 
GDV Gabelli Dividend & Income Trust
-1.39%
-$4,326 
IBM International Business Machines Corporation
-1.35%
-$10,055.16 
RY Royal Bank of Canada
-1.29%
-$20,783.57 
GOOGL Alphabet Inc
-1.29%
-$6,083.99 
INTC Intel Corporation
-1.24%
-$4,151.24 
IHE iShares U.S. Pharmaceuticals ETF
-1.19%
-$256.2 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$2,697.24 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$9,417.14 
JNJ Johnson & Johnson
-1.03%
-$54,067.36 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.99%
-$59 
ABBV AbbVie Inc.
-0.97%
-$9,468 
XLB Materials Select Sector SPDR Fund
-0.89%
-$282 
MSN Emerson Radio Corp.
-0.86%
-$32 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$7.02 
ITW Illinois Tool Works Inc.
-0.85%
-$2,507.24 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$314.23 
GRFS Grifols, S.A. American Depositary Receipt
-0.76%
-$600 
LOW Lowe's Companies Inc.
-0.7%
-$6,828.36 
GILD Gilead Sciences Inc.
-0.68%
-$3,020.37 
JIG JPMorgan International Growth ETF
-0.61%
-$127.72 
BLK BlackRock, Inc.
-0.59%
-$1,667.24 
VGLT Vanguard Long-Term Treasury Fund
-0.58%
-$2,235.72 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$106 
FTRB Federated Hermes Total Return Bond ETF
-0.52%
-$2,219.36 
CSRE Cohen & Steers Real Estate Active ETF
-0.51%
-$436.05 
VO Vanguard Mid-Cap ETF
-0.51%
-$14,066.22 
TFC Truist Financial Corporation
-0.49%
-$8,838.44 
JPM JPMorgan Chase & Co.
-0.48%
-$9,625.12 
CTVA Corteva Inc.
-0.46%
-$2,978.28 
MKTN Federated Hermes MDT Market Neutral ETF
-0.4%
-$87.23 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$1,012.51 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$372.96 
JAVA JPMorgan Active Value ETF
-0.39%
-$2,278.08 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$280 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$2.65 
WMT Walmart Inc.
-0.33%
-$3,519.07 
XLF Financial Select Sector SPDR Fund
-0.33%
-$43.7 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$8,669.25 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$11,666.75 
KO The Coca-Cola Company
-0.31%
-$13,244.31 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$83.2 
DVY iShares Select Dividend ETF
-0.28%
-$3,047.89 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$776.94 
IYW iShares U.S. Technology ETF
-0.27%
-$233.92 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$17.46 
ACWI iShares MSCI ACWI ETF
-0.24%
-$1,155 
ABT Abbott Laboratories
-0.24%
-$7,193.75 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$140 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$863.74 
JMUB JPMorgan Municipal Bond ETF
-0.2%
-$252.9 
PWV Invesco Large Cap Value ETF
-0.19%
-$176.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$22.92 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,856.77 
CME CME Group Inc.
-0.16%
-$491.48 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$5,266.77 
IVV iShares Core S&P 500 ETF
-0.16%
-$881.9 
AMZN Amazon.com Inc
-0.14%
-$6,788.17 
PM Philip Morris International Inc.
-0.14%
-$556.21 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.13%
-$19.36 
NVDA NVIDIA Corporation
-0.1%
-$1,498.22 
JIVE JPMorgan International Value ETF
-0.09%
-$20.84 
MDT Medtronic plc
-0.09%
-$747.83 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$81.4 
VUG Vanguard Growth ETF
-0.08%
-$1,006.95 
PEN Penumbra Inc.
-0.06%
-$3,881.72 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$335.18 
UNP Union Pacific Corporation
-0.03%
-$102.09 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$523.45 
NLR VanEck Uranium and Nuclear ETF
-0.01%
-$0.61 Events
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Dividends
Dividend Analysis
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| Trades 3122 | Longs Won 1930/3122 61% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,355.95 |
| Average Win $80,154.53 | Best Trade (Jun 30) $9.03M | Sharpe Ratio -9.32 |
| Average Loss -$43,669.69 | Worst Trade (Mar 31) -$8.97M | Z-Score 9.73 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 6d | Expectancy $32,877.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,190 | $8.5M | $15.06M | - | $6.56M | 77.13% | +0.453% |
| ABBV AbbVie Inc. | 3,945 | $548,634.75 | $961,791 | - | $413,156.25 | 75.31% | -0.975% |
| ABT Abbott Laboratories | 28,775 | $4M | $3.03M | - | -$967,913.98 | -24.18% | -0.236% |
| ACWI iShares MSCI ACWI ETF | 3,000 | $317,340 | $480,345 | - | $163,005 | 51.37% | -0.24% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1,000 | $55,600 | $76,640 | - | $21,040 | 37.84% | -0.364% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,444 | $2.92M | $2.88M | - | -$42,568.15 | -1.46% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 514 | $298,587.72 | $253,237.52 | - | -$45,350.2 | -15.19% | +2.205% |
| AMGN Amgen Inc. | 1,575 | $453,878.73 | $614,281.48 | - | $160,402.75 | 35.34% | -4.367% |
| AMZN Amazon.com Inc | 17,406 | $2.71M | $4.74M | - | $2.03M | 74.9% | -0.143% |
| ASH Ashland Inc. | 4,062 | $210,873.1 | $293,763.84 | - | $82,890.74 | 39.31% | +0.865% |
| AVDE Avantis International Equity ETF | 2,280 | $206,682 | $211,971.6 | - | $5,289.6 | 2.56% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 100 | $9,649 | $9,218 | - | -$431 | -4.47% | 0.0 |
| AVGO Broadcom Inc. | 2,013 | $295,598.87 | $854,961.36 | - | $559,362.49 | 189.23% | +1.54% |
| AVLV Avantis U.S. Large Cap Value ETF | 4,188 | $381,987.48 | $385,966.08 | - | $3,978.6 | 1.04% | -1.517% |
| BAC Bank of America Corporation | 8,909 | $362,792.92 | $563,494.25 | - | $200,701.33 | 55.32% | 0.0 |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 344 | $15,872.32 | $15,729.4 | - | -$142.92 | -0.9% | +0.033% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 2,427 | $297,826.62 | $326,674.22 | - | $28,847.6 | 9.69% | -3.005% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 21,139 | $213,081.12 | $207,373.59 | - | -$5,707.53 | -2.68% | 0.0 |
| BLK BlackRock, Inc. | 247 | $273,634.56 | $278,327.01 | - | $4,692.45 | 1.71% | -0.595% |
| BND Vanguard Total Bond Market Index Fund | 50,725 | $3.77M | $3.66M | - | -$102,198.32 | -2.71% | -0.317% |
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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 Paul Elam?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $11.73M, Vanguard Mid-Cap ETF - $4.7M, Broadcom Inc - $3.4M, iShares Core MSCI EAFE ETF - $3.35M, and Invesco QQQ Trust, Series 1 - $2.87M. 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: Wolfspeed, Inc - $11.44M, The Walt Disney Company - $1.07M, Lucid Group, Inc - $809,137.73, CVS Health Corporation - $783,885.65, and Carvana Co - $679,612.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul Elam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.55M earned over time. The largest contributors to dividend income include Lincoln National Corporation - $1.88M, iShares Core U.S. Aggregate Bond ETF - $1.78M, Vanguard S&P 500 ETF - $1.56M, iShares Core MSCI EAFE ETF - $1.32M, and Schwab U.S. Dividend Equity ETF - $838,425.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul Elam's monthly returns?
Paul Elam'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 Paul Elam's strategy be considered aggressive or moderate?
Paul Elam's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Paul Elam's strategy?
Paul Elam'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.
