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:
51.65%
Gain +2.44%
Monthly
0.63%
Yearly
7.88%
Drawdown
17.57%
$330.71M
Equity
Holdings
$330.71M
Investment
$248.35M
$117.91M
Profit +$8.01M
Realized
$35.56M
Unrealized
$82.35M
Dividends
$34.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.44%
Profit
$8.01M
Win %
79%
This Week
Compared To Last Week
Gain
2.59%
Profit
$8.33M
Win %
79%
This Month
Compared to last month
Gain
3.7%
Profit
$11.79M
Win %
79%
This Year
Compared to last year
Gain
0.04%
Profit
$132,693.61
Win %
79%
WDCX Tradr 2X Long WDC Daily ETF
+4.76%
+$20,520 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$6,471.29 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$65,386.36 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$22,876.87 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$23,990.32 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$17,490.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$85,610.88 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$6,572.08 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$4,190.67 
VUG Vanguard Growth ETF
+1.1%
+$5,314.02 
ILCG iShares Morningstar Growth ETF
+1.01%
+$5,345.76 
XLE Energy Select Sector SPDR Fund
+1%
+$5,416.2 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$5,923.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,997.28 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$8,222.08 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$39,738.35 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$6,278.5 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,519.98 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$14,061.81 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$45,387.33 
GLIN VanEck India Growth Leaders ETF
+0.73%
+$3,496.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,231.24 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$2,785.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,716.48 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$2,310.69 
VOO Vanguard S&P 500 ETF
+0.71%
+$45,956.54 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,593.78 
IVV iShares Core S&P 500 ETF
+0.69%
+$165,248 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$4,629.25 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$2,590.7 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$99,891.12 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$3,272.16 
IWB iShares Russell 1000 ETF
+0.64%
+$4,107.38 
APUE ActivePassive U.S. Equity ETF
+0.63%
+$2,916.82 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$20,469.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$10,444.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$26,952.42 
FTC First Trust Large Cap Growth Fund
+0.47%
+$2,256.78 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,169.2 
IYW iShares U.S. Technology ETF
+0.46%
+$17,293.77 
IWD iShares Russell 1000 Value ETF
+0.44%
+$15,173.7 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,050.56 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,123.1 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$18,215.36 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$14,011.16 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$6,019.2 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,808.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$16,438.23 
SMH VanEck Semiconductor ETF
+0.3%
+$13,088.98 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,726.39 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$3,290.42 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,339.49 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$3,053.14 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$668.79 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$10,161.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,148.3 
FIW First Trust Water ETF
+0.2%
+$2,013.44 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$2,161.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,432.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$774.6 
NCLO Nuveen AA-BBB CLO ETF
+0.18%
+$697.02 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$501.68 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,720.25 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$4,138.92 
FTSL First Trust Senior Loan ETF
+0.11%
+$3,349.4 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
+0.1%
+$829.45 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$539.1 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$206.01 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$291.36 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$265.25 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$457.2 
DGIN VanEck Digital India ETF
+0.08%
+$297.86 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$723.25 
BKLN Invesco Senior Loan ETF
+0.05%
+$503.34 
HDV iShares Core High Dividend ETF
+0.04%
+$264.15 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$160.47 
SHV iShares Short Treasury Bond ETF
+0.03%
+$247.68 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$235.48 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$181.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$92.23 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
MUU Dx Daily Muni Bond Bull 2x Shares
-12.24%
-$16,236 
SNXX Tradr 2X Long SNDK Daily ETF
-10.88%
-$63,565.26 
DRAM Roundhill Memory ETF
-3.76%
-$33,296.94 
GDX VanEck Gold Miners ETF
-3.49%
-$19,842.73 
DAPP VanEck Digital Transformation ETF
-3.4%
-$35,018.22 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$27,732.41 
HODL VanEck Bitcoin ETF
-2.9%
-$7,922.44 
GLD SPDR Gold Shares
-1.49%
-$22,485.58 
IAU iShares Gold Trust
-1.46%
-$6,723.5 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$3,286.89 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$6,972.21 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$6,130.4 
PAPI Parametric Equity Premium Income ETF
-0.83%
-$4,835.52 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$10,966.68 
EMET VanEck Copper and Green Metals ETF
-0.78%
-$5,760.76 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$7,992.27 
VHT Vanguard Health Care ETF
-0.76%
-$7,841.31 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,834.89 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$13,937 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$3,867.36 
VPU Vanguard Utilities ETF
-0.71%
-$15,577.44 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$9,491.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$17,494.66 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$21,998.97 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$13,861.61 
EFA iShares MSCI EAFE ETF
-0.62%
-$21,377.4 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,069.36 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$1,314.58 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,195.39 
VNQ Vanguard Real Estate ETF
-0.54%
-$8,171.82 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,033.04 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$10,310.74 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,215.86 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10,948.9 
IWM iShares Russell 2000 ETF
-0.47%
-$16,654.86 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$24,606.56 
DVY iShares Select Dividend ETF
-0.45%
-$7,528.83 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,202.5 
MBB iShares MBS ETF
-0.4%
-$1,182.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$22,165.4 
FDVV Fidelity High Dividend ETF
-0.35%
-$16,520.9 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,134.34 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,110.74 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,115.64 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$9,691.84 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$23,479.95 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$3,233.36 
VTV Vanguard Value ETF
-0.27%
-$15,276.61 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$6,262.02 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$2,160.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$18,748.75 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,093.2 
VB Vanguard Small-Cap ETF
-0.22%
-$5,578.15 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$878 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$974.82 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,337.2 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9,218.56 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$585.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,758.84 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,136.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$703.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$11,194.4 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$2,572.02 
ISCB iShares Morningstar Small-Cap ETF
-0.19%
-$608.72 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$8,086.95 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$1,223.08 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,321.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,729.16 
FMHI First Trust Municipal High Income Fund
-0.17%
-$444.14 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$344.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$5,167.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$336.32 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$5,125.11 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$368.75 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$316.44 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,347.28 
TIP iShares TIPS Bond ETF
-0.1%
-$1,204.61 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$1,168.15 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$502.32 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$571.23 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$229.22 
FMB First Trust Managed Municipal Fund
-0.08%
-$169.88 
BINC iShares Flexible Income Active ETF
-0.08%
-$212.59 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$908.88 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$329.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$874.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$434.36 
NYF iShares New York Muni Bond ETF
-0.04%
-$221.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,948.38 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$244.69 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$67.27 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$364.98 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$43.55 Events
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Dividends
Dividend Analysis
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| Trades 3550 | Longs Won 2378/3550 66% | Profit Factor 5.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,066.85 |
| Average Win $59,712.22 | Best Trade (Aug 17) $7.7M | Sharpe Ratio -14.1 |
| Average Loss -$20,548.43 | Worst Trade (Aug 01) -$5.04M | Z-Score 0.43 (33.34%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w | Expectancy $33,214.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 5,571 | $99,390.15 | $222,450.03 | - | $123,059.88 | 123.81% | -1.456% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,168 | $577,739.35 | $765,142 | - | $187,402.65 | 32.44% | -0.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 74,995 | $7.38M | $7.3M | - | -$79,000.88 | -1.07% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,043 | $449,565.88 | $532,542.27 | - | $82,976.39 | 18.46% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 12,501 | $1.41M | $1.46M | - | $58,061.57 | 4.13% | +1.588% |
| APUE ActivePassive U.S. Equity ETF | 10,058 | $371,956.34 | $463,874.96 | - | $91,918.62 | 24.71% | +0.633% |
| AVEM Avantis Emerging Markets Equity ETF | 5,990 | $352,495.79 | $536,164.9 | - | $183,669.11 | 52.11% | +0.101% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 2,872 | $311,937 | $386,571.23 | - | $74,634.23 | 23.93% | +0.726% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,349 | $490,182.36 | $490,396.32 | - | $213.96 | 0.04% | +0.033% |
| BINC iShares Flexible Income Active ETF | 5,315 | $282,728.08 | $276,326.85 | - | -$6,401.23 | -2.26% | -0.077% |
| BKLN Invesco Senior Loan ETF | 50,334 | $1.03M | $1.03M | - | $1,164.2 | 0.11% | +0.049% |
| BLV Vanguard Long-Term Bond ETF | 79,376 | $5.63M | $5.24M | - | -$393,137.02 | -6.98% | -0.468% |
| BND Vanguard Total Bond Market Index Fund | 32,958 | $2.46M | $2.38M | - | -$79,762.87 | -3.24% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 28,120 | $1.4M | $1.34M | - | -$59,215.64 | -4.22% | -0.23% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 25,694 | $609,881.69 | $904,942.68 | - | $295,060.99 | 48.38% | +0.917% |
| BSV Vanguard Short-Term Bond ETF | 15,148 | $1.16M | $1.18M | - | $11,680.53 | 1% | -0.077% |
| BUFQ FT Nasdaq Buffer ETF July. | 12,816 | $394,938.99 | $494,184.96 | - | $99,245.97 | 25.13% | +0.417% |
| BUFR FT Vestladder Buffer ETF-USD I | 14,154 | $427,147.22 | $520,442.58 | - | $93,295.36 | 21.84% | +0.41% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 36,125 | $2.1M | $3.32M | - | $1.22M | 58% | +2.011% |
| CWB SPDR Bloomberg Convertible Securities ETF | 16,720 | $1.09M | $1.7M | - | $611,436.2 | 56.02% | +0.355% |
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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 - $4.01M, iShares Gold Trust - $3.25M, First Trust North American Energy Infrastructure Fund - $2.37M, 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 - $188,454.05, 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 $34.56M 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 - $1.8M, iShares Core Dividend Growth ETF - $1.46M, iShares Core S&P Small-Cap ETF - $1.37M, and iShares Core U.S. Aggregate Bond ETF - $985,308.03. 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.
