PP
Philip Perry Portfolio
Invests via FLAGSTAR ADVISORS Inc. | Managed by Philip Perry
Invests via FLAGSTAR ADVISORS Inc.
Managed by Philip Perry
Automatically Tracked
Philip Perry Profile
Philip Perry is a seasoned corporate executive with an extensive background in leadership roles across the financial services sector. His career includes pivotal contributions to strategic initiatives within top-tier organizations, emphasizing operational efficiency and market expansion. Known for his ability to navigate complex regulatory environments, he has played critical roles in guiding firms through periods of significant change and innovation. Philip’s expertise encompasses both public and private markets, where he drives value creation through transformative business strategies and effective stakeholder engagement. His insights into industry trends position him as a key figure in advancing competitive capabilities in capital markets.
Philip Perry is a seasoned corporate executive with an extensive background in leadership roles across the financial services sector. His career includes pivotal contributions to strategic initiatives within top-tier organizations, emphasizing operational efficiency and market expansion. Known for his ability to navigate complex regulatory environments, he has played critical roles in guiding firms through periods of significant change and innovation. Philip’s expertise encompasses both public and private markets, where he drives value creation through transformative business strategies and effective stakeholder engagement. His insights into industry trends position him as a key figure in advancing competitive capabilities in capital markets.
Investment Philosophy & Strategy
Building on a robust foundation in strategic corporate leadership, Philip Perry emphasizes transformation through operational excellence. His investment focus pivots towards sectors ripe for disruption, leveraging his deep understanding of financial services dynamics. With an entrepreneurial mindset, he identifies opportunities that align with market needs while actively managing regulatory risks inherent in complex environments. This adaptive approach not only aims to optimize business models but also seeks sustainable growth trajectories that reflect evolving consumer demands.
Building on a robust foundation in strategic corporate leadership, Philip Perry emphasizes transformation through operational excellence. His investment focus pivots towards sectors ripe for disruption, leveraging his deep understanding of financial services dynamics. With an entrepreneurial mindset, he identifies opportunities that align with market needs while actively managing regulatory risks inherent in complex environments. This adaptive approach not only aims to optimize business models but also seeks sustainable growth trajectories that reflect evolving consumer demands.
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:
52%
Gain -0.4%
Monthly
0.58%
Yearly
7.14%
Drawdown
17.57%
$322.68M
Equity
Holdings
$322.68M
Investment
$248.35M
$109.89M
Profit -$1.4M
Realized
$35.56M
Unrealized
$74.33M
Dividends
$35.3M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$1.4M
Win %
70%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.4M
Win %
70%
This Month
Compared to last month
Gain
1.25%
Profit
$3.98M
Win %
70%
This Year
Compared to last year
Gain
-2.39%
Profit
-$7.89M
Win %
71%
FTXL First Trust Nasdaq Semiconductor ETF
+3.05%
+$8,051.68 
SOXQ Invesco PHLX Semiconductor ETF
+2.9%
+$11,306.87 
SMH VanEck Semiconductor ETF
+2.46%
+$122,136.3 
AIRR First Trust RBA American Industrial Renaissance ETF
+2.04%
+$26,689.63 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+2.04%
+$23,529.99 
EMET VanEck Copper and Green Metals ETF
+1.51%
+$11,542.22 
PAVE Global X U.S. Infrastructure Development ETF
+1.42%
+$6,298.97 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.42%
+$3,614.87 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.4%
+$12,718.53 
EFG iShares MSCI EAFE Growth ETF
+1.28%
+$3,008.82 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.23%
+$46,059.37 
IYW iShares U.S. Technology ETF
+1.22%
+$52,282.44 
ISCG iShares Morningstar Small-Cap Growth ETF
+1.2%
+$2,546.34 
IJR iShares Core S&P Small-Cap ETF
+1.18%
+$119,439.36 
FDT First Trust Developed Markets ex-US Fund
+1.16%
+$12,498.06 
ILCG iShares Morningstar Growth ETF
+1.16%
+$6,491.28 
IWF iShares Russell 1000 Growth ETF
+1.15%
+$73,435.68 
IWY iShares Russell Top 200 Growth ETF
+1.14%
+$57,304.8 
XLK State Street Technology Select Sector SPDR ETF
+1.13%
+$54,342.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.07%
+$2,037.59 
ISCB iShares Morningstar Small-Cap ETF
+1.07%
+$3,327.52 
AVEM Avantis Emerging Markets Equity ETF
+1.06%
+$5,960.06 
IWP iShares Russell Mid-Cap Growth ETF
+1.05%
+$3,763.88 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$31,799.16 
VUG Vanguard Growth ETF
+1.04%
+$5,342.59 
QQQM Invesco NASDAQ 100 ETF
+1.03%
+$4,224.91 
MDY SPDR S&P MidCap 400 ETF Trust
+1.02%
+$40,029.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.02%
+$64,654.05 
QQQ Invesco QQQ Trust, Series 1
+1.01%
+$169,184.31 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1%
+$4,154.59 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.99%
+$6,632.61 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.99%
+$2,750.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.98%
+$10,330.4 
CWB SPDR Bloomberg Convertible Securities ETF
+0.98%
+$16,552.8 
NUSC Nuveen ESG Small-Cap ETF
+0.97%
+$2,519.87 
IUSG iShares Core S&P U.S. Growth ETF
+0.97%
+$3,180.87 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.97%
+$3,267.99 
FEZ SPDR Euro Stoxx 50 ETF
+0.96%
+$1,868.81 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.95%
+$5,682.49 
VOOG Vanguard S&P 500 Growth ETF
+0.93%
+$4,623.72 
EEM iShares MSCI Emerging Markets ETF
+0.9%
+$3,024 
VOT Vanguard Mid-Cap Growth ETF
+0.89%
+$9,130.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.89%
+$23,264.37 
OPPE WisdomTree European Opportunities Fund
+0.89%
+$3,620.9 
FTC First Trust Large Cap Growth Fund
+0.87%
+$4,254.15 
IQLT iShares MSCI International Quality Factor ETF
+0.84%
+$11,100.42 
VB Vanguard Small-Cap ETF
+0.84%
+$20,369.32 
VTWO Vanguard Russell 2000 ETF
+0.82%
+$5,956.65 
QQQI Neos NASDAQ-100 High Income ETF
+0.81%
+$5,767.26 
DGIN VanEck Digital India ETF
+0.8%
+$2,807.06 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.79%
+$2,392.45 
IWM iShares Russell 2000 ETF
+0.78%
+$26,120.89 
AIQ Global X Artificial Intelligence & Technology ETF
+0.76%
+$4,521.5 
JHMM John Hancock Multifactor Mid Cap ETF
+0.76%
+$19,887.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.75%
+$5,744.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.75%
+$16,788.13 
APUE ActivePassive U.S. Equity ETF
+0.74%
+$3,520.3 
EFA iShares MSCI EAFE ETF
+0.74%
+$24,616.4 
HODL VanEck Bitcoin ETF
+0.73%
+$2,615.9 
IWB iShares Russell 1000 ETF
+0.73%
+$4,823.76 
XLI Industrial Select Sector SPDR Fund
+0.72%
+$5,239.3 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.71%
+$2,828.92 
IEFA iShares Core MSCI EAFE ETF
+0.7%
+$23,570.33 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.7%
+$2,380.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.69%
+$36,121.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.66%
+$9,289.35 
SPY SPDR S&P 500 ETF Trust
+0.66%
+$21,318.92 
VOO Vanguard S&P 500 ETF
+0.66%
+$43,497.79 
IVV iShares Core S&P 500 ETF
+0.65%
+$161,697.75 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.65%
+$7,474.74 
IMCB iShares Morningstar Mid-Cap ETF
+0.63%
+$5,185.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.62%
+$11,348.7 
ILCB iShares Morningstar U.S. Equity ETF
+0.62%
+$2,424.16 
IWR iShares Russell Mid-Cap ETF
+0.61%
+$20,402.89 
MTUM iShares MSCI USA Momentum Factor ETF
+0.59%
+$5,363.64 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.58%
+$12,447.16 
FDVV Fidelity High Dividend ETF
+0.55%
+$25,156.83 
FMB First Trust Managed Municipal Fund
+0.55%
+$1,125.88 
FIW First Trust Water ETF
+0.55%
+$5,216.64 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.54%
+$6,580.84 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$14,380.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.54%
+$2,284.17 
EMLP First Trust North American Energy Infrastructure Fund
+0.51%
+$23,907.66 
SPYI NEOS S&P 500 High Income ETF
+0.5%
+$2,550.36 
VO Vanguard Mid-Cap ETF
+0.47%
+$8,199.37 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$26,538.77 
PFF iShares Preferred and Income Securities ETF
+0.44%
+$1,262.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$3,401.95 
IWS iShares Russell Mid-Cap Value ETF
+0.42%
+$1,452.48 
FMHI First Trust Municipal High Income Fund
+0.42%
+$1,060.31 
VPU Vanguard Utilities ETF
+0.41%
+$8,132.34 
BUFQ FT Nasdaq Buffer ETF July.
+0.41%
+$2,114.64 
EFV iShares MSCI EAFE Value ETF
+0.4%
+$1,460.95 
XAR SPDR S&P Aerospace & Defense ETF
+0.4%
+$6,372.77 
IUSV iShares Core S&P U.S. Value ETF
+0.37%
+$1,422.36 
BUFR FT Vestladder Buffer ETF-USD I
+0.35%
+$1,835.77 
NYF iShares New York Muni Bond ETF
+0.31%
+$1,715.54 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.3%
+$11,475.18 
IVE ISHARES S&P 500 VALUE ETF
+0.3%
+$17,165.13 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.29%
+$5,575.5 
IWD iShares Russell 1000 Value ETF
+0.29%
+$9,842.4 
DGRO iShares Core Dividend Growth ETF
+0.28%
+$22,946.52 
ILCV iShares Morningstar Value ETF
+0.28%
+$1,670.7 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.27%
+$5,155.37 
RSP Invesco S&P 500 Equal Weight ETF
+0.25%
+$3,835.52 
VNQ Vanguard Real Estate ETF
+0.25%
+$3,329.26 
XLC Communication Services Select Sector SPDR Fund
+0.21%
+$3,323.96 
XLRE The Real Estate Select Sector SPDR Fund
+0.21%
+$1,188.47 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$9,949.45 
NLR VanEck Uranium and Nuclear ETF
+0.2%
+$956.97 
IMCV iShares Morningstar Mid-Cap ETF
+0.2%
+$2,624.89 
INDA ISHARES MSCI INDIA ETF
+0.19%
+$1,945.08 
IYR iShares U.S. Real Estate ETF
+0.19%
+$370.98 
DVY iShares Select Dividend ETF
+0.18%
+$2,875.68 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.18%
+$605.43 
MOAT VanEck Morningstar Wide Moat Fund
+0.17%
+$7,832.53 
BNDX Vanguard Total International Bond ETF
+0.16%
+$2,109 
XLE Energy Select Sector SPDR Fund
+0.16%
+$918 
PAPI Parametric Equity Premium Income ETF
+0.15%
+$840.96 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.15%
+$401.13 
PREF Principal Spectrum Preferred Securities Active ETF
+0.14%
+$1,205.42 
SRLN SPDR Blackstone Senior Loan ETF
+0.14%
+$1,295.14 
FTSL First Trust Senior Loan ETF
+0.13%
+$4,019.28 
HDV iShares Core High Dividend ETF
+0.12%
+$924.52 
BKLN Invesco Senior Loan ETF
+0.12%
+$1,258.35 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.1%
+$691.73 
GDX VanEck Gold Miners ETF
+0.09%
+$592.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$387.3 
FPE First Trust Preferred Securities and Income ETF
+0.09%
+$3,104.19 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$441 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.07%
+$423.14 
FVD First Trust Value Line Dividend Index Fund
+0.05%
+$2,246.37 
VTV Vanguard Value ETF
+0.04%
+$2,071.44 
SHV iShares Short Treasury Bond ETF
+0.03%
+$288.96 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$367.06 
FPX First Trust US Equity Opportunities ETF
+0.03%
+$123.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$106.98 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$68.16 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$181.65 
BINC iShares Flexible Income Active ETF
+0.01%
+$26.57 
WDCX Tradr 2X Long WDC Daily ETF
-24.69%
-$72,640.8 
SNXX Tradr 2X Long SNDK Daily ETF
-6.5%
-$64,122.85 
MUU Dx Daily Muni Bond Bull 2x Shares
-3.02%
-$5,756.4 
IAU iShares Gold Trust
-0.99%
-$4,641 
GLD SPDR Gold Shares
-0.95%
-$14,523.67 
AAAU Goldman Sachs Physical Gold ETF
-0.94%
-$2,144.84 
DRAM Roundhill Memory ETF
-0.66%
-$6,929.82 
XLV Health Care Select Sector SPDR Fund
-0.44%
-$5,320.24 
VHT Vanguard Health Care ETF
-0.34%
-$3,602.32 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
-0.28%
-$2,200.11 
MBB iShares MBS ETF
-0.25%
-$726.13 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$2,674.99 
NCLO Nuveen AA-BBB CLO ETF
-0.18%
-$697 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$1,803.22 
TIP iShares TIPS Bond ETF
-0.16%
-$1,806.91 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$325.81 
GLIN VanEck India Growth Leaders ETF
-0.14%
-$618.81 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$2,966.09 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$735.46 
XLP Consumer Staples Select Sector SPDR Fund
-0.12%
-$2,476.55 
BLV Vanguard Long-Term Bond ETF
-0.11%
-$5,556.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$7,874.48 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.11%
-$563.99 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.09%
-$497.04 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$984.62 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.07%
-$711.55 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.07%
-$817.71 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.07%
-$184.59 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$419.69 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$651.54 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$1,937.73 
DAPP VanEck Digital Transformation ETF
-0.05%
-$564.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$174.15 
SDY SPDR S&P Dividend ETF
-0.04%
-$424.86 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.02%
-$152.88 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$101.61 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$241.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3550 | Longs Won 2262/3550 63% | Profit Factor 5.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $208,308.08 |
| Average Win $60,033.9 | Best Trade (Aug 17) $7.7M | Sharpe Ratio -14.1 |
| Average Loss -$20,112.81 | Worst Trade (Aug 01) -$5.04M | Z-Score -6.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 3d | Expectancy $30,955.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 5,571 | $99,390.15 | $227,101.81 | - | $127,711.66 | 128.5% | -0.936% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,168 | $577,739.35 | $769,971.8 | - | $192,232.45 | 33.27% | +0.752% |
| AGG iShares Core U.S. Aggregate Bond ETF | 74,995 | $7.38M | $7.07M | - | -$308,110.61 | -4.17% | -0.111% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,043 | $449,565.88 | $598,375.31 | - | $148,809.43 | 33.1% | +0.761% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 12,501 | $1.41M | $1.33M | - | -$73,636.51 | -5.24% | +2.045% |
| APUE ActivePassive U.S. Equity ETF | 10,058 | $371,956.34 | $477,050.94 | - | $105,094.6 | 28.25% | +0.743% |
| AVEM Avantis Emerging Markets Equity ETF | 5,990 | $352,495.79 | $569,379.45 | - | $216,883.66 | 61.53% | +1.058% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 2,872 | $311,937 | $398,849 | - | $86,912 | 27.86% | +0.714% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,349 | $490,182.36 | $489,059.07 | - | -$1,123.29 | -0.23% | +0.022% |
| BINC iShares Flexible Income Active ETF | 5,315 | $282,728.08 | $268,752.97 | - | -$13,975.11 | -4.94% | +0.01% |
| BKLN Invesco Senior Loan ETF | 50,334 | $1.03M | $1.03M | - | $5,945.93 | 0.58% | +0.122% |
| BLV Vanguard Long-Term Bond ETF | 79,376 | $5.63M | $4.97M | - | -$664,602.94 | -11.8% | -0.112% |
| BND Vanguard Total Bond Market Index Fund | 32,958 | $2.46M | $2.31M | - | -$153,259.21 | -6.23% | -0.128% |
| BNDX Vanguard Total International Bond ETF | 28,120 | $1.4M | $1.32M | - | -$84,664.24 | -6.04% | +0.16% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 25,694 | $609,881.69 | $923,056.95 | - | $313,175.26 | 51.35% | +1.397% |
| BSV Vanguard Short-Term Bond ETF | 15,148 | $1.16M | $1.15M | - | -$8,693.53 | -0.75% | -0.085% |
| BUFQ FT Nasdaq Buffer ETF July. | 12,816 | $394,938.99 | $522,059.76 | - | $127,120.77 | 32.19% | +0.407% |
| BUFR FT Vestladder Buffer ETF-USD I | 14,154 | $427,147.22 | $532,893.85 | - | $105,746.63 | 24.76% | +0.346% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 36,125 | $2.1M | $3.8M | - | $1.7M | 80.75% | +1.229% |
| CWB SPDR Bloomberg Convertible Securities ETF | 16,720 | $1.09M | $1.71M | - | $614,780.2 | 56.32% | +0.98% |
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FAQ
Which stocks have generated the highest profits for Philip Perry?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $8.94M, iShares Core Dividend Growth ETF - $4.06M, iShares Gold Trust - $3.25M, First Trust North American Energy Infrastructure Fund - $2.41M, and First Trust Capital Strength ETF - $2.09M. 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: Global X Robotics & Artificial Intelligence ETF - $255,398.49, iShares Preferred and Income Securities ETF - $186,905.86, iShares TIPS Bond ETF - $167,920.54, Invesco Preferred ETF - $126,774.63, and SPDR S&P Biotech ETF - $109,268.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Philip Perry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.3M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.14M, First Trust Preferred Securities and Income ETF - $1.84M, iShares Core Dividend Growth ETF - $1.5M, iShares Core S&P Small-Cap ETF - $1.41M, and iShares Core U.S. Aggregate Bond ETF - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philip Perry's monthly returns?
Philip Perry'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 Philip Perry's strategy be considered aggressive or moderate?
Philip Perry'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 Philip Perry's strategy?
Philip Perry'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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