Gregory A. Brown Portfolio
Invests via Brown Financial Advisors | Managed by Gregory A. Brown
Invests via Brown Financial Advisors
Managed by Gregory A. Brown
Automatically Tracked
Gregory A. Brown Profile
Seasoned finance executive focused on private equity and growth-stage investing with operational and board experience across technology and industrial sectors. Gregory A. Brown has held senior roles driving deal sourcing, portfolio operations and capital formation, and is known for strategic carve-outs and operational turnarounds. Market-oriented, speaks to LP relations, capital strategy, and value-creation plans for mid-market companies.
Seasoned finance executive focused on private equity and growth-stage investing with operational and board experience across technology and industrial sectors. Gregory A. Brown has held senior roles driving deal sourcing, portfolio operations and capital formation, and is known for strategic carve-outs and operational turnarounds. Market-oriented, speaks to LP relations, capital strategy, and value-creation plans for mid-market companies.
Investment Philosophy & Strategy
Targets mid-market private equity and growth-stage opportunities with an operationally driven, value‑creation approach. Prefers technology and industrial plays where carve-outs, strategic restructuring and hands‑on portfolio operations can accelerate EBITDA growth. Employs disciplined capital allocation blending control investments and minority growth rounds, focuses on operational KPIs, margin expansion and cash-flow improvement. Investment horizon is medium-term (3–7 years) with active board involvement, rigorous downside protection and exit planning tied to strategic buyers or growth IPOs.
Targets mid-market private equity and growth-stage opportunities with an operationally driven, value‑creation approach. Prefers technology and industrial plays where carve-outs, strategic restructuring and hands‑on portfolio operations can accelerate EBITDA growth. Employs disciplined capital allocation blending control investments and minority growth rounds, focuses on operational KPIs, margin expansion and cash-flow improvement. Investment horizon is medium-term (3–7 years) with active board involvement, rigorous downside protection and exit planning tied to strategic buyers or growth IPOs.
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:
28.31%
Gain -0.18%
Monthly
0.91%
Yearly
11.47%
Drawdown
12.86%
$291.36M
Equity
Holdings
$291.36M
Investment
$243.82M
$61.23M
Profit -$484,568.56
Realized
$13.69M
Unrealized
$47.54M
Dividends
$13.14M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$484,568.56
Win %
61%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.37M
Win %
61%
This Month
Compared to last month
Gain
1%
Profit
$2.88M
Win %
61%
This Year
Compared to last year
Gain
1.96%
Profit
$5.6M
Win %
64%
DKS Dick's Sporting Goods, Inc.
+4.39%
+$5,496.72 
PK Park Hotels & Resorts Inc.
+3.66%
+$12,340.08 
USB U.S. Bancorp
+2.89%
+$13,711.6 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$3,556.6 
IHG Intercontinental Hotels Group PLC ADR
+2.81%
+$9,232.61 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.78%
+$8,294.7 
UL Unilever PLC Sponsored American Depositary Receipt
+2.65%
+$7,363.26 
C Citigroup Inc.
+2.62%
+$14,467.17 
NGG National Grid plc Sponsored ADR
+2.59%
+$6,598.95 
KMI Kinder Morgan, Inc.
+2.51%
+$12,748.73 
RTX RTX Corporation
+2.45%
+$11,216.42 
CWST Casella Waste Systems Inc.
+2.38%
+$4,820.4 
JPM JPMorgan Chase & Co.
+2.25%
+$68,048.5 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.15%
+$6,370.92 
CRH CRH plc
+2.14%
+$4,099.04 
EXR Extra Space Storage Inc.
+2.1%
+$20,904.71 
ALL Allstate Corporation
+2.09%
+$11,214.98 
CCEP Coca-Cola Europacific Partners PLC
+2.03%
+$6,611.95 
EXPE Expedia Group, Inc.
+2%
+$4,745.62 
MLM Martin Marietta Materials, Inc.
+1.98%
+$23,210.4 
BKR Baker Hughes Company
+1.97%
+$17,698.87 
SHEL Shell plc
+1.9%
+$7,009.15 
TJX The TJX Companies, Inc.
+1.88%
+$17,802.4 
MCHP Microchip Technology Incorporated
+1.88%
+$3,395.43 
WFC Wells Fargo & Company
+1.87%
+$8,188.65 
IX Orix Corporation Sponsored ADR
+1.86%
+$5,608.64 
HD The Home Depot, Inc.
+1.84%
+$7,496.69 
AEP American Electric Power Company, Inc.
+1.83%
+$8,628.27 
LOW Lowe's Companies Inc.
+1.81%
+$23,293.2 
ING ING Groep N.V. Sponsored ADR
+1.8%
+$5,827.8 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+1.78%
+$5,514.6 
EQNR Equinor ASA Sponsored ADR
+1.76%
+$7,508.95 
ASB Associated Banc-Corp
+1.68%
+$3,236.89 
COP ConocoPhillips
+1.63%
+$29,849.75 
ROK Rockwell Automation, Inc.
+1.58%
+$11,556.4 
TXT Textron Inc.
+1.57%
+$3,154.14 
LYB LyondellBasell Industries N.V.
+1.56%
+$7,770.42 
KEY KeyCorp
+1.55%
+$10,398.02 
NWG NatWest Group plc Sponsored ADR
+1.55%
+$4,747.68 
KO The Coca-Cola Company
+1.52%
+$31,970.4 
TSCO Tractor Supply Company
+1.51%
+$7,817.4 
EOG EOG Resources, Inc.
+1.47%
+$9,289.81 
CNP CenterPoint Energy Inc.
+1.43%
+$2,592.36 
BCS Barclays PLC Sponsored ADR
+1.43%
+$3,675.1 
KHC The Kraft Heinz Company
+1.42%
+$6,311.91 
PG Procter & Gamble Co
+1.41%
+$49,448.24 
SJM The J.M. Smucker Company
+1.39%
+$7,576.34 
AMCR Amcor plc
+1.37%
+$3,772.2 
LYG Lloyds Banking Group Plc ADR
+1.37%
+$3,870.3 
LIN Linde plc
+1.37%
+$3,926.51 
MO Altria Group, Inc.
+1.31%
+$7,064.51 
SU Suncor Energy Inc.
+1.28%
+$5,205.02 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.24%
+$4,083.48 
EIX Edison International
+1.22%
+$5,123.8 
EWBC East West Bancorp Inc.
+1.21%
+$2,449.15 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
+1.17%
+$12,530.51 
HII Huntington Ingalls Industries Inc.
+1.12%
+$4,392 
NEE NextEra Energy, Inc.
+1.11%
+$12,271.6 
BAC Bank of America Corporation
+1.1%
+$17,379.3 
DOV Dover Corporation
+1.1%
+$2,398.94 
CM Canadian Imperial Bank of Commerce
+1.1%
+$3,623.49 
HSBC HSBC Holdings plc Sponsored ADR
+1.09%
+$3,336.17 
CVX Chevron Corporation
+1.08%
+$31,601.62 
JNJ Johnson & Johnson
+1.06%
+$19,338.88 
LLY Eli Lilly and Company
+1.06%
+$16,591.11 
PUK Prudential plc ADR
+1.04%
+$2,301.75 
AAPL Apple Inc.
+1.03%
+$70,967.12 
XLF Financial Select Sector SPDR Fund
+1.03%
+$31,200.09 
RY Royal Bank of Canada
+1.03%
+$3,314.84 
MHO M/I Homes Inc.
+1.02%
+$4,803.97 
PNFP Pinnacle Financial Partners Inc.
+1.02%
+$3,858.24 
AMG Affiliated Managers Group Inc.
+1.01%
+$2,349.91 
ITW Illinois Tool Works Inc.
+0.99%
+$4,877.6 
COST Costco Wholesale Corporation
+0.98%
+$11,252.11 
V Visa Inc. Class A
+0.97%
+$24,604.25 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.97%
+$3,018.48 
IRM Iron Mountain Inc.
+0.88%
+$2,567.1 
AER AerCap Holdings N.V.
+0.82%
+$2,365.2 
UBS UBS Group AG
+0.81%
+$2,634.94 
AVDE Avantis International Equity ETF
+0.79%
+$51,636.88 
MFG Mizuho Financial Group Inc. ADR
+0.78%
+$2,409.12 
TXN Texas Instruments Inc
+0.78%
+$4,611.25 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$12,933.63 
WMT Walmart Inc.
+0.74%
+$15,210.12 
ABBV AbbVie Inc.
+0.74%
+$4,326.32 
NMR Nomura Holdings Inc. Sponsored ADR
+0.7%
+$2,075.45 
PYPL PayPal Holdings Inc
+0.68%
+$8,957.91 
GBCI Glacier Bancorp Inc.
+0.66%
+$1,504.23 
XOM Exxon Mobil Corporation
+0.65%
+$3,838.41 
CSNR Cohen & Steers Natural Resources Active ETF
+0.64%
+$7,434.88 
AAL American Airlines Group Inc.
+0.61%
+$1,025.17 
AMGN Amgen Inc.
+0.6%
+$3,439.52 
NVS Novartis AG Sponsored ADR
+0.58%
+$1,584.27 
MS Morgan Stanley
+0.57%
+$14,442.66 
AYI Acuity Brands Inc.
+0.55%
+$1,043.75 
DB Deutsche Bank AG
+0.49%
+$1,294.24 
SBUX Starbucks Corporation
+0.47%
+$6,550.18 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.46%
+$24,432.21 
MCD McDonald's Corporation
+0.46%
+$5,839.68 
GS The Goldman Sachs Group, Inc.
+0.45%
+$12,714.88 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.44%
+$1,337.92 
UPS United Parcel Service, Inc.
+0.44%
+$1,836.96 
BWXT Bwx Technologies Inc.
+0.39%
+$727.92 
PRU Prudential Financial, Inc.
+0.39%
+$1,950.3 
LUV Southwest Airlines Co.
+0.37%
+$3,898.5 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.32%
+$9,154.42 
SMOT VanEck Morningstar SMID Moat ETF
+0.29%
+$5,628.79 
IMAR Innovator International Developed Power Buffer ETF - March
+0.28%
+$826.66 
CTAS Cintas Corporation
+0.22%
+$3,286.25 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$1,217.5 
ECL Ecolab Inc.
+0.2%
+$2,288.61 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.19%
+$7,806.32 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.17%
+$10,086.75 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$2,780.64 
TEL TE Connectivity plc
+0.15%
+$424.04 
WCN Waste Connections Inc.
+0.15%
+$1,564.63 
JEF Jefferies Financial Group Inc.
+0.13%
+$577.26 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.13%
+$3,539.18 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.13%
+$2,260.2 
DMBS DoubleLine Mortgage ETF
+0.11%
+$10,846.95 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$791.73 
FOXY Simplify Currency Strategy ETF
+0.09%
+$1,424.6 
DABS DoubleLine Asset-Backed Securities ETF
+0.08%
+$2,861.18 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.08%
+$3,654.8 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$398.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.06%
+$1,341.2 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.06%
+$947.44 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$218.46 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.05%
+$1,572.91 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$590.5 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.04%
+$338.68 
GLDM SPDR Gold MiniShares Trust
+0.03%
+$664.98 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$661.58 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,074.57 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$162.79 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$242 
DCRE DoubleLine Commercial Real Estate ETF
+0.02%
+$119.98 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$216.15 
ISRG Intuitive Surgical, Inc.
+0.01%
+$45.88 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 PCMM
PCMM
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
OKTA Okta Inc.
-8.97%
-$38,316.3 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$156,620.89 
PANW Palo Alto Networks, Inc.
-7.04%
-$214,417.47 
COHR Coherent Corp.
-5.42%
-$7,835.67 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.7%
-$6,381 
NOW ServiceNow, Inc.
-4.59%
-$81,410.46 
SNPS Synopsys, Inc.
-3.6%
-$34,208.92 
LRCX Lam Research Corporation
-3.58%
-$66,765.41 
CHAT Roundhill Generative AI & Technology ETF
-3.55%
-$9,007.28 
HUM Humana Inc.
-3.36%
-$17,017.45 
LOUP Innovator Deepwater Frontier Tech ETF
-3.31%
-$8,011.91 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-3.02%
-$11,516.56 
KLAC KLA Corporation
-2.83%
-$11,460.82 
AVGO Broadcom Inc.
-2.62%
-$82,832.79 
NFLX Netflix, Inc.
-2.36%
-$19,614.46 
META Meta Platforms Inc Class A
-2.24%
-$112,525.24 
IETC iShares U.S. Tech Independence Fund
-2.14%
-$71,498.68 
QTUM Defiance Quantum ETF
-1.98%
-$5,068.64 
PWR Quanta Services Inc.
-1.82%
-$25,680.07 
AGCO AGCO Corporation
-1.73%
-$3,483.12 
CSCO Cisco Systems, Inc.
-1.7%
-$10,376.63 
MSFT Microsoft Corp.
-1.67%
-$118,389.31 
GOOGL Alphabet Inc
-1.62%
-$7,841.61 
ETN Eaton Corporation plc
-1.6%
-$31,771.67 
SKM SK Telecom Co., Ltd.
-1.52%
-$4,766.5 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$58,028.89 
QQQ Invesco QQQ Trust, Series 1
-1.47%
-$6,145.43 
GOOG Alphabet Inc
-1.45%
-$88,950.96 
UNH UnitedHealth Group Incorporated
-1.43%
-$33,604.74 
JD JD.com Inc.
-1.24%
-$3,506.42 
APH Amphenol Corporation
-1.18%
-$39,882.24 
IBM International Business Machines Corporation
-1.13%
-$4,271.68 
BLOK Amplify Transformational Data Sharing ETF
-1.04%
-$3,611.98 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$45,217.08 
HODL VanEck Bitcoin ETF
-0.86%
-$2,087.4 
NJUN Innovator G-100 Power Buffer ETF - July
-0.83%
-$2,728 
CLH Clean Harbors Inc.
-0.73%
-$2,206.62 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.67%
-$1,251.6 
DSI iShares MSCI KLD 400 Social ETF
-0.6%
-$1,808.4 
URI United Rentals, Inc.
-0.59%
-$11,778.45 
AMZN Amazon.com Inc
-0.49%
-$33,368.22 
FLR Fluor Corporation
-0.48%
-$1,238.32 
AZN AstraZeneca PLC American Depositary Shares
-0.46%
-$2,964.46 
ARE Alexandria Real Estate Equities, Inc.
-0.45%
-$1,671.43 
MDT Medtronic plc
-0.42%
-$8,480 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$77,992.67 
IVV iShares Core S&P 500 ETF
-0.4%
-$2,520.45 
UAL United Airlines Holdings, Inc.
-0.4%
-$939.2 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.38%
-$2,124.15 
NVDA NVIDIA Corporation
-0.33%
-$30,404.88 
EQIX Equinix, Inc.
-0.3%
-$3,301.45 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$5,955.1 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.27%
-$1,026.63 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.24%
-$729.79 
JANB Aptus January Buffer ETF
-0.21%
-$720.18 
BSX Boston Scientific Corporation
-0.2%
-$1,879.29 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.19%
-$1,270 
DXCM DexCom, Inc.
-0.14%
-$2,066.64 
AGGH Simplify Aggregate Bond ETF
-0.13%
-$671.42 
AVUS Avantis U.S. Equity ETF
-0.12%
-$2,452.2 
RECS Columbia Research Enhanced Core ETF
-0.04%
-$2,298.78 
ABT Abbott Laboratories
-0.04%
-$565.74 
MUB iShares National Muni Bond ETF
-0.03%
-$522.16 
TGT Target Corporation
-0.03%
-$799.05 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.02%
-$262.05 
IGTR Innovator Gradient Tactical Rotation Strategy ETF
0%
-$4.15 
ASML ASML Holding N.V. New York Registry Shares
0%
-$9.99 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1448 | Longs Won 969/1448 66% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,427.67 |
| Average Win $76,192.52 | Best Trade (Oct 15) $2.88M | Sharpe Ratio -241.69 |
| Average Loss -$26,305.36 | Worst Trade (Jun 29) -$436,000 | Z-Score 0.68 (50.18%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $42,286.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 13,669 | $246,999 | $168,880.49 | - | -$78,118.51 | -31.63% | +0.611% |
| AAPL Apple Inc. | 20,104 | $4.27M | $6.95M | - | $2.67M | 62.61% | +1.032% |
| ABBV AbbVie Inc. | 2,070 | $358,180.76 | $590,964.3 | - | $232,783.54 | 64.99% | +0.737% |
| ABT Abbott Laboratories | 12,572 | $1.36M | $1.32M | - | -$43,256.88 | -3.18% | -0.043% |
| AEP American Electric Power Company, Inc. | 3,801 | $427,612.94 | $481,054.56 | - | $53,441.62 | 12.5% | +1.826% |
| AER AerCap Holdings N.V. | 1,971 | $270,381.58 | $289,973.52 | - | $19,591.94 | 7.25% | +0.822% |
| AGCO AGCO Corporation | 1,893 | $219,468.1 | $197,553.48 | - | -$21,914.62 | -9.99% | -1.733% |
| AGGH Simplify Aggregate Bond ETF | 26,857 | $541,706 | $513,102.98 | - | -$28,603.02 | -5.28% | -0.131% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 4,268 | $364,103 | $364,103 | - | - | - | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 450 | $217,359 | $129,510 | - | -$87,849 | -40.42% | -4.696% |
| ALL Allstate Corporation | 2,243 | $454,919.39 | $548,637.8 | - | $93,718.41 | 20.6% | +2.087% |
| AMCR Amcor plc | 6,287 | $250,761.93 | $278,765.58 | - | $28,003.65 | 11.17% | +1.372% |
| AMG Affiliated Managers Group Inc. | 608 | $168,233.8 | $235,238.24 | - | $67,004.44 | 39.83% | +1.009% |
| AMGN Amgen Inc. | 1,328 | $395,301.16 | $579,831.36 | - | $184,530.2 | 46.68% | +0.597% |
| AMZN Amazon.com Inc | 26,802 | $5.23M | $6.79M | - | $1.56M | 29.85% | -0.489% |
| APH Amphenol Corporation | 41,544 | $823,619.49 | $3.35M | - | $2.52M | 306.2% | -1.178% |
| ARE Alexandria Real Estate Equities, Inc. | 8,797 | $431,061.11 | $370,793.55 | - | -$60,267.56 | -13.98% | -0.449% |
| ASB Associated Banc-Corp | 6,674 | $184,135.66 | $195,715.05 | - | $11,579.39 | 6.29% | +1.682% |
| ASML ASML Holding N.V. New York Registry Shares | 501 | $560,845.76 | $830,367.42 | - | $269,521.66 | 48.06% | -0.001% |
| AVDE Avantis International Equity ETF | 72,728 | $4.67M | $6.59M | - | $1.92M | 41.11% | +0.79% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Gregory A. Brown?
The largest contributions to the portfolio's profits come from the following stocks: NEOS S&P 500 High Income ETF - $1.04M, DoubleLine Mortgage ETF - $1.03M, Alphabet Inc - $1.01M, NVIDIA Corporation - $658,344.64, and SPDR Portfolio Developed World ex-US ETF - $648,131.92. 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: Invesco Galaxy Bitcoin ETF - $436,000, Insulet Corporation - $376,400.29, Advanced Micro Devices, Inc - $288,131.06, Schlumberger Limited - $261,992.95, and Avery Dennison Corporation - $176,742.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory A. Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.14M earned over time. The largest contributors to dividend income include NEOS S&P 500 High Income ETF - $1.44M, DoubleLine Mortgage ETF - $881,122.68, Janus Henderson Mortgage-Backed Securities ETF - $472,179.57, Janus Henderson AAA CLO ETF - $419,596.18, and SPDR Portfolio Developed World ex-US ETF - $354,599.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory A. Brown's monthly returns?
Gregory A. Brown's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Gregory A. Brown's strategy be considered aggressive or moderate?
Gregory A. Brown'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 Gregory A. Brown's strategy?
Gregory A. Brown'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.
2026 © Marketlog. All Rights Reserved.
