Russell Mohberg Portfolio
Invests via Regatta Capital Group LLC | Managed by Russell Mohberg, Britt Joyce
Invests via Regatta Capital Group LLC
Managed by Russell Mohberg, Britt Joyce
Automatically Tracked
Russell Mohberg Profile
Russell Mohberg is a seasoned operating executive with extensive experience in driving growth across various sectors. His career has been marked by leadership roles where he successfully transformed underperforming businesses into profitable entities. Known for his strategic vision, he focuses on enhancing operational efficiencies and fostering innovation within organizations. His expertise extends to navigating complex corporate environments and guiding teams toward achieving ambitious objectives. Through his robust network of industry connections, Mohberg plays a pivotal role in spearheading initiatives that generate significant value and competitive advantages.
Russell Mohberg is a seasoned operating executive with extensive experience in driving growth across various sectors. His career has been marked by leadership roles where he successfully transformed underperforming businesses into profitable entities. Known for his strategic vision, he focuses on enhancing operational efficiencies and fostering innovation within organizations. His expertise extends to navigating complex corporate environments and guiding teams toward achieving ambitious objectives. Through his robust network of industry connections, Mohberg plays a pivotal role in spearheading initiatives that generate significant value and competitive advantages.
Investment Philosophy & Strategy
Opportunity arises from Russell Mohberg's demonstrated ability to transform struggling enterprises into high-performing businesses. His leadership experience uniquely positions him to identify inefficiencies and capitalize on innovative strategies that fuel sustainable growth. By leveraging his extensive operational expertise, he prioritizes investments in sectors where value creation can be maximized. An emphasis on strategic alignment across teams not only fosters a culture of excellence but also drives significant returns. This approach enables targeted initiatives aimed at market share expansion while navigating evolving competitive landscapes.
Opportunity arises from Russell Mohberg's demonstrated ability to transform struggling enterprises into high-performing businesses. His leadership experience uniquely positions him to identify inefficiencies and capitalize on innovative strategies that fuel sustainable growth. By leveraging his extensive operational expertise, he prioritizes investments in sectors where value creation can be maximized. An emphasis on strategic alignment across teams not only fosters a culture of excellence but also drives significant returns. This approach enables targeted initiatives aimed at market share expansion while navigating evolving competitive landscapes.
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:
98.75%
Gain +0.2%
Monthly
1.11%
Yearly
14.21%
Drawdown
24.95%
$757.75M
Equity
Holdings
$757.75M
Investment
$556.73M
$202.71M
Profit +$446,874.26
Realized
$1.69M
Unrealized
$201.02M
Dividends
$33.71M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$446,874.26
Win %
72%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$9.5M
Win %
72%
This Month
Compared to last month
Gain
-1.1%
Profit
-$8.42M
Win %
72%
This Year
Compared to last year
Gain
2%
Profit
$14.87M
Win %
69%
DELL Dell Technologies Inc.
+9.87%
+$35,085.18 
SPCX Space Exploration Technologies Corp. Class A
+9.65%
+$226,811.82 
SG Sweetgreen Inc.
+7.98%
+$14,491.43 
TER Teradyne, Inc.
+6.11%
+$11,590 
BALY Bally's Corporation
+5.63%
+$46,291.49 
ORCL Oracle Corporation
+5.36%
+$45,146.4 
MU Micron Technology, Inc.
+4.92%
+$17,492.91 
LRCX Lam Research Corporation
+4.72%
+$94,021.14 
AMAT Applied Materials, Inc.
+4.29%
+$25,154.67 
KLAC KLA Corporation
+3.88%
+$8,869.2 
MPC Marathon Petroleum Corporation
+3.52%
+$11,001.89 
NVDA NVIDIA Corporation
+3.03%
+$405,838.31 
CSCO Cisco Systems, Inc.
+2.87%
+$25,157.4 
GEV GE Vernova Inc.
+2.77%
+$48,950.94 
WULF TeraWulf Inc.
+2.63%
+$5,903.04 
WMT Walmart Inc.
+2.43%
+$6,935.5 
SOXX iShares Semiconductor ETF
+2.32%
+$11,044.89 
ELV Elevance Health, Inc.
+2.25%
+$8,050.86 
MRVL Marvell Technology, Inc.
+2.25%
+$63,560.28 
MRK Merck & Co., Inc.
+1.92%
+$11,360 
XSD SPDR S&P Semiconductor ETF
+1.9%
+$40,189 
SBUX Starbucks Corporation
+1.72%
+$20,519.79 
WFC Wells Fargo & Company
+1.69%
+$12,511.92 
BNY BlackRock New York Municipal Income Trust
+1.63%
+$8,010.06 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$38,060.56 
SCHW Charles Schwab Corporation
+1.52%
+$14,048.24 
ESGE iShares ESG Aware MSCI EM ETF
+1.5%
+$15,491.11 
COF Capital One Financial Corporation
+1.5%
+$39,151.12 
CAT Caterpillar Inc.
+1.45%
+$12,731.41 
FDX FedEx Corporation
+1.35%
+$7,564.64 
CVS CVS Health Corporation
+1.3%
+$3,001.2 
CI The Cigna Group
+1.29%
+$3,561.24 
BAC Bank of America Corporation
+1.27%
+$7,004.07 
USXF iShares ESG Aware MSCI USA ETF
+1.21%
+$107,153.26 
BDX Becton, Dickinson and Company
+1.2%
+$4,018.84 
MS Morgan Stanley
+1.2%
+$3,266.46 
COP ConocoPhillips
+1.1%
+$4,607.82 
BLK BlackRock, Inc.
+1.05%
+$2,510.57 
GLD SPDR Gold Shares
+0.99%
+$13,725.43 
ROK Rockwell Automation, Inc.
+0.98%
+$4,890.46 
IAU iShares Gold Trust
+0.97%
+$26,244.8 
VNQ Vanguard Real Estate ETF
+0.96%
+$27,743.76 
AXP American Express Company
+0.96%
+$6,441.87 
ARKK ARK Innovation ETF Fund
+0.95%
+$2,213.75 
SLV iShares Silver Trust
+0.87%
+$3,398.13 
JPM JPMorgan Chase & Co.
+0.87%
+$64,043.26 
UNH UnitedHealth Group Incorporated
+0.84%
+$3,073.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$5,172.19 
PANW Palo Alto Networks, Inc.
+0.84%
+$25,757.12 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.76%
+$5,490.24 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.75%
+$2,370.72 
IXUS iShares Core International Stock ETF
+0.73%
+$205,557.65 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$34,655.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.71%
+$9,463.68 
REET iShares Global REIT ETF
+0.69%
+$2,284.75 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$3,145.52 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.6%
+$8,613.78 
GD General Dynamics Corporation
+0.59%
+$1,528.87 
MUA BlackRock MuniAssets Fund, Inc.
+0.59%
+$900 
VO Vanguard Mid-Cap ETF
+0.58%
+$1,568.65 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.57%
+$34,737.72 
VTWO Vanguard Russell 2000 ETF
+0.57%
+$1,638.75 
MCD McDonald's Corporation
+0.56%
+$12,348.93 
COST Costco Wholesale Corporation
+0.56%
+$32,344.53 
PSX Phillips 66
+0.54%
+$1,740.94 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.53%
+$6,168.6 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.52%
+$39,505.54 
RMD ResMed Inc.
+0.52%
+$14,919.92 
SRE Sempra
+0.52%
+$1,672 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.5%
+$112,055.3 
ACWI iShares MSCI ACWI ETF
+0.47%
+$3,222.4 
AMGN Amgen Inc.
+0.45%
+$14,056.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$1,615.32 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.44%
+$4,673.21 
LLY Eli Lilly and Company
+0.43%
+$4,539.36 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$8,568.63 
VTV Vanguard Value ETF
+0.42%
+$173,532.49 
JNJ Johnson & Johnson
+0.41%
+$5,633.95 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$2,861.4 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$8,088.97 
RDVY First Trust Rising Dividend Achievers ETF
+0.37%
+$6,781.25 
IJS iShares S&P Small-Cap 600 Value ETF
+0.35%
+$879.53 
SPGI S&P Global Inc.
+0.34%
+$737.43 
SNY Sanofi American Depositary Receipt
+0.34%
+$2,843.25 
AVUS Avantis U.S. Equity ETF
+0.34%
+$6,631.53 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$220,897.09 
PWV Invesco Large Cap Value ETF
+0.32%
+$726.18 
VB Vanguard Small-Cap ETF
+0.31%
+$3,658.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$7,666.52 
GPIX S&P 500 Core Premium Income Fund
+0.3%
+$978.35 
DVY iShares Select Dividend ETF
+0.3%
+$2,057.02 
UNP Union Pacific Corporation
+0.29%
+$1,329.56 
ESGV Vanguard ESG U.S. Stock ETF
+0.29%
+$63,849.63 
EUSA iShares MSCI USA Equal Weighted ETF
+0.28%
+$1,920.17 
GS The Goldman Sachs Group, Inc.
+0.27%
+$2,743.97 
KO The Coca-Cola Company
+0.27%
+$7,545.84 
IVV iShares Core S&P 500 ETF
+0.25%
+$2,197.18 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$1,937.71 
VOO Vanguard S&P 500 ETF
+0.25%
+$3,127.29 
DUK Duke Energy Corporation
+0.24%
+$530.1 
NSC Norfolk Southern Corporation
+0.24%
+$1,195.55 
QCOM QUALCOMM Incorporated
+0.24%
+$503.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$67,019.58 
HYDB iShares High Yield Systematic Bond ETF
+0.22%
+$598.9 
PEP PepsiCo, Inc.
+0.21%
+$1,693.31 
XLF Financial Select Sector SPDR Fund
+0.21%
+$495.12 
BRSP BrightSpire Capital Inc.
+0.2%
+$475.37 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.2%
+$2,034.26 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$1,045.65 
BMY Bristol-Myers Squibb Company
+0.14%
+$368.19 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.14%
+$3,790.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$33,059.3 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.12%
+$3,696.84 
BKLN Invesco Senior Loan ETF
+0.1%
+$3,421.72 
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$2,962.89 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$463.91 
IEI iShares 3-7 Year Treasury Bond ETF
+0.1%
+$2,488.64 
CGCV Capital Group Conservative Equity ETF
+0.09%
+$4,441.68 
MDT Medtronic plc
+0.09%
+$1,873.6 
JEPI JPMorgan Equity Premium Income Fund
+0.09%
+$444.55 
NAC Nuveen California Quality Municipal Income Fund
+0.08%
+$222.8 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.08%
+$710.96 
CGHM Capital Group Municipal High-Income ETF
+0.08%
+$218.24 
GILD Gilead Sciences Inc.
+0.07%
+$394.2 
URA Global X Uranium ETF
+0.07%
+$315.36 
AVIG Avantis Core Fixed Income ETF
+0.06%
+$21,636.87 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.06%
+$13,612.95 
ICE Intercontinental Exchange, Inc.
+0.05%
+$189.2 
NEE NextEra Energy, Inc.
+0.05%
+$134.88 
FBND Fidelity Total Bond ETF
+0.04%
+$266.82 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.04%
+$698.58 
LKQ LKQ Corporation
+0.04%
+$280.76 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$434.04 
CGCB Capital Group Core Bond ETF
+0.04%
+$540.84 
LVHI Franklin International Low Volatility High Dividend ETF
+0.02%
+$1,474.42 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$184.08 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$654.45 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$416.82 
BINC iShares Flexible Income Active ETF
+0.02%
+$53.53 
PAAA PGIM AAA CLO ETF
+0.02%
+$54.59 
SHV iShares Short Treasury Bond ETF
+0.02%
+$88.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$391.7 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$66.76 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$99.69 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IMPP Imperial Petroleum Inc.
0%
$0 
MDV Modiv Industrial Inc.
0%
+$0.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 RQIR
RQIRT
0%
$0 
COR Cencora, Inc.
-5.9%
-$203,776.8 
TBLA Taboola.com Ltd.
-5.83%
-$2,809.68 
MELI MercadoLibre, Inc.
-5.76%
-$37,981.4 
UBER Uber Technologies, Inc.
-4.05%
-$26,696.1 
TWLO Twilio Inc.
-3.65%
-$14,144.28 
META Meta Platforms Inc Class A
-3.38%
-$437,852.7 
HD The Home Depot, Inc.
-3.12%
-$33,603.11 
ABNB Airbnb, Inc.
-2.64%
-$81,393.85 
MCK McKesson Corporation
-2.56%
-$8,686.09 
ZTS Zoetis Inc.
-2.4%
-$27,124.66 
ALLO Allogene Therapeutics Inc.
-2.36%
-$1,000 
LIN Linde plc
-2.26%
-$10,356.3 
MSFT Microsoft Corp.
-2.26%
-$301,137.56 
PLTR Palantir Technologies Inc.
-2.23%
-$10,962.9 
ECL Ecolab Inc.
-2.18%
-$5,567.6 
WSM Williams-Sonoma, Inc.
-2.17%
-$75,822.72 
CRM Salesforce Inc
-2.1%
-$29,253.35 
NOW ServiceNow, Inc.
-2.04%
-$9,079.2 
CSGP CoStar Group, Inc.
-1.99%
-$8,234.84 
MAS Masco Corporation
-1.97%
-$5,779.5 
NKE Nike, Inc. - Class B
-1.96%
-$5,639.22 
AMZN Amazon.com Inc
-1.83%
-$351,255.38 
GENI Genius Sports Ltd.
-1.67%
-$1,920.75 
TSLA Tesla, Inc.
-1.59%
-$68,184.37 
NVS Novartis AG Sponsored ADR
-1.48%
-$7,495.17 
SHOP Shopify Inc.
-1.44%
-$15,296.6 
CDNS Cadence Design Systems, Inc.
-1.34%
-$6,476.8 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$106,376.82 
PFE Pfizer Inc.
-1.17%
-$2,706.92 
UL Unilever PLC Sponsored American Depositary Receipt
-1.04%
-$25,405.9 
IBM International Business Machines Corporation
-1.02%
-$2,305.8 
T AT&T Inc.
-1.02%
-$24,330.75 
V Visa Inc. Class A
-0.94%
-$40,963.32 
BYND Beyond Meat Inc.
-0.93%
-$78.53 
ZM Zoom Video Communications, Inc.
-0.88%
-$7,536.7 
BA Boeing Company
-0.87%
-$15,122.59 
IQV IQVIA Holdings Inc.
-0.87%
-$5,063.01 
AAPL Apple Inc.
-0.87%
-$352,402.12 
RMNI Rimini Street Inc.
-0.83%
-$546.88 
IGV iShares Expanded Tech-Software Sector ETF
-0.81%
-$2,369.64 
ALB Albemarle Corporation
-0.79%
-$11,694.3 
PG Procter & Gamble Co
-0.78%
-$16,275.53 
NFLX Netflix, Inc.
-0.78%
-$18,428.92 
VZ Verizon Communications Inc.
-0.61%
-$13,657.84 
BX Blackstone Inc.
-0.52%
-$3,648.76 
RTX RTX Corporation
-0.49%
-$2,439.82 
SHEL Shell plc
-0.47%
-$14,008.54 
PSA Public Storage Common Stock
-0.47%
-$12,163.2 
MGM MGM Resorts International
-0.34%
-$2,023.8 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$2,851.67 
MA Mastercard Incorporated
-0.3%
-$4,531.5 
DIS The Walt Disney Company
-0.3%
-$11,949.57 
BKNG Booking Holdings Inc.
-0.29%
-$11,990.77 
SYK Stryker Corporation
-0.27%
-$1,206.95 
WM Waste Management, Inc.
-0.23%
-$2,008.21 
ADI Analog Devices, Inc.
-0.23%
-$911.75 
NCA Nuveen California Municipal Value Fund Inc.
-0.22%
-$3,657.54 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.22%
-$1,189.68 
GOOG Alphabet Inc
-0.18%
-$9,392.04 
DOV Dover Corporation
-0.18%
-$380 
NULV Nuveen ESG Large-Cap Value ETF
-0.17%
-$13,555.53 
MOAT VanEck Morningstar Wide Moat Fund
-0.14%
-$76,468.47 
GOOGL Alphabet Inc
-0.08%
-$17,699.7 
CRWD CrowdStrike Holdings, Inc.
-0.05%
-$417.09 
CVX Chevron Corporation
-0.03%
-$312 
XOM Exxon Mobil Corporation
-0.03%
-$343.35 
STZ Constellation Brands, Inc.
-0.01%
-$34.1 
AVGO Broadcom Inc.
-0.01%
-$629.61 Events
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Dividends
Dividend Analysis
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| Trades 2946 | Longs Won 1743/2946 59% | Profit Factor 5.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $526,003.55 |
| Average Win $144,973.49 | Best Trade (Aug 17) $11.8M | Sharpe Ratio -11.75 |
| Average Loss -$41,541.43 | Worst Trade (Sep 30) -$2.7M | Z-Score 3.55 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1d | Expectancy $68,810.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 132,482 | $25.36M | $40.04M | - | $14.68M | 57.91% | -0.872% |
| ABNB Airbnb, Inc. | 16,662 | $2.45M | $3M | - | $551,646.6 | 22.52% | -2.641% |
| ACWI iShares MSCI ACWI ETF | 4,240 | $376,856.29 | $685,396 | - | $308,539.71 | 81.87% | +0.472% |
| ADI Analog Devices, Inc. | 1,048 | $207,979.9 | $402,882.64 | - | $194,902.74 | 93.71% | -0.226% |
| ALB Albemarle Corporation | 11,465 | $1.55M | $1.47M | - | -$75,239.15 | -4.86% | -0.788% |
| ALLO Allogene Therapeutics Inc. | 20,000 | $39,200 | $41,400 | - | $2,200 | 5.61% | -2.358% |
| AMAT Applied Materials, Inc. | 1,116 | $183,577.5 | $611,735.42 | - | $428,157.92 | 233.23% | +4.288% |
| AMGN Amgen Inc. | 7,477 | $1.88M | $3.11M | - | $1.23M | 65.56% | +0.454% |
| AMZN Amazon.com Inc | 70,392 | $11.6M | $18.81M | - | $7.22M | 62.25% | -1.833% |
| ARKK ARK Innovation ETF Fund | 2,875 | $232,357.5 | $233,938.75 | - | $1,581.25 | 0.68% | +0.955% |
| AVGO Broadcom Inc. | 20,996 | $2.65M | $8.74M | - | $6.09M | 230.18% | -0.007% |
| AVIG Avantis Core Fixed Income ETF | 865,475 | $36.12M | $35.27M | - | -$855,787.45 | -2.37% | +0.061% |
| AVUS Avantis U.S. Equity ETF | 15,072 | $1.14M | $1.98M | - | $840,674.08 | 73.62% | +0.336% |
| AVUV Avantis U.S. Small Cap Value ETF | 231,102 | $19.52M | $29.47M | - | $9.95M | 50.96% | +0.228% |
| AXP American Express Company | 1,970 | $298,508.27 | $677,837.57 | - | $379,329.3 | 127.07% | +0.959% |
| BA Boeing Company | 7,413 | $1.44M | $1.71M | - | $271,165.37 | 18.8% | -0.875% |
| BAC Bank of America Corporation | 8,647 | $298,128.3 | $560,412.07 | - | $262,283.77 | 87.98% | +1.266% |
| BALY Bally's Corporation | 63,413 | $779,979.9 | $868,758.1 | - | $88,778.2 | 11.38% | +5.628% |
| BDX Becton, Dickinson and Company | 1,852 | $326,128.7 | $339,990.16 | - | $13,861.46 | 4.25% | +1.196% |
| BINC iShares Flexible Income Active ETF | 5,353 | $282,852.52 | $278,302.47 | - | -$4,550.05 | -1.61% | +0.019% |
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FAQ
Which stocks have generated the highest profits for Russell Mohberg?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $3.71M, VanEck Morningstar Wide Moat Fund - $3.16M, First Trust Rising Dividend Achievers ETF - $3M, Broadcom Inc - $2.69M, and Avantis Core Fixed Income ETF - $2.57M. 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: WM Technology, Inc - $3.2M, Nuveen California Quality Municipal Income Fund - $2.13M, Nike, Inc. - Class B - $2.09M, Tesla, Inc - $1.42M, and PIMCO California Municipal Income Fund - $1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Russell Mohberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.71M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.7M, Avantis Core Fixed Income ETF - $2.57M, VanEck Morningstar Wide Moat Fund - $1.81M, iShares Core S&P Total U.S. Stock Market ETF - $1.43M, and iShares Core International Stock ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Russell Mohberg's monthly returns?
Russell Mohberg'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 Russell Mohberg's strategy be considered aggressive or moderate?
Russell Mohberg'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 Russell Mohberg's strategy?
Russell Mohberg'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.
