Ariadne Wealth Management Portfolio
Invests via Ariadne Wealth Management, LP | Managed by Ariadne Wealth Management, LP
Invests via Ariadne Wealth Management, LP
Managed by Ariadne Wealth Management, LP
Automatically Tracked
Ariadne Wealth Management Profile
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Investment Philosophy & Strategy
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
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:
54.62%
Gain -0.75%
Monthly
1.69%
Yearly
22.21%
Drawdown
15.05%
$226.7M
Equity
Holdings
$226.7M
Investment
$168.13M
$87.46M
Profit -$1.61M
Realized
$28.89M
Unrealized
$58.57M
Dividends
$8.38M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.61M
Win %
77%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$945,790.93
Win %
77%
This Month
Compared to last month
Gain
-0.7%
Profit
-$1.61M
Win %
77%
This Year
Compared to last year
Gain
0.89%
Profit
$1.99M
Win %
76%
SNDK SanDisk Corporation
+13.67%
+$30,514.11 
PLTR Palantir Technologies Inc.
+4.66%
+$84,553.8 
MU Micron Technology, Inc.
+4.23%
+$49,601.01 
TSLA Tesla, Inc.
+3.8%
+$26,705.23 
INTC Intel Corporation
+3.58%
+$31,143.47 
LRCX Lam Research Corporation
+3.34%
+$55,927.95 
CMCSA Comcast Corp
+2.79%
+$6,990.66 
META Meta Platforms Inc Class A
+2.79%
+$59,611.83 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$9,642.86 
CMRE Costamare Inc.
+1.98%
+$5,988.08 
BLK BlackRock, Inc.
+1.89%
+$23,158.05 
EIX Edison International
+1.84%
+$8,645.12 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$3,854.58 
BMY Bristol-Myers Squibb Company
+1.49%
+$12,089.7 
VLUE iShares MSCI USA Value Factor ETF
+1.31%
+$12,929.75 
MO Altria Group, Inc.
+1.09%
+$8,524.6 
QCOM QUALCOMM Incorporated
+1.05%
+$4,398.02 
AAPL Apple Inc.
+1%
+$48,217.19 
GOOGL Alphabet Inc
+0.82%
+$26,237.19 
SOXX iShares Semiconductor ETF
+0.76%
+$3,283.36 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$6,112.27 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$37,536.2 
SBI Western Asset Intermediate Bond Fund
+0.52%
+$4,034.76 
EQIX Equinix, Inc.
+0.43%
+$889.72 
IFGL iShares International Developed Real Estate ETF
+0.22%
+$652 
VCRB Vanguard Core Bond ETF
+0.18%
+$549.07 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$777.67 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
+0.01%
+$36.52 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
+$4.88 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
+$1.87 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
0%
+$3.8 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.01 
ADT ADT Inc.
0%
$0 
AGX Argan Inc.
0%
+$0.01 
ALIT Alight Inc.
0%
$0 
AM Antero Midstream Corporation
0%
$0 
AMBP Ardagh Metal Packaging S.A.
0%
$0 
AMGN Amgen Inc.
0%
+$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.02 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AVGO Broadcom Inc.
0%
+$0.11 
AXP American Express Company
0%
$0 
AXS AXIS Capital Holdings Limited
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
-$0.02 
BKNG Booking Holdings Inc.
0%
+$0.02 
BWA BorgWarner Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
+$0.01 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
CIEN Ciena Corporation
0%
$0 
CMI Cummins Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DH Definitive Healthcare Corp
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DLX Deluxe Corporation
0%
$0 
EBAY eBay Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
ENIC Enel Chile S.A.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.03 
FICO Fair Isaac Corporation
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSL Global Ship Lease Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IHS IHS Holding Ltd.
0%
$0 
ILMN Illumina, Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INFY Infosys Limited
0%
$0 
INSW International Seaways Inc.
0%
$0 
IRWD Ironwood Pharmaceuticals Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JFIN Jiayin Group Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.03 
JPM JPMorgan Chase & Co.
0%
+$0.04 
JXN Jackson Financial Inc.
0%
$0 
KEP Korea Electric Power Corporation Sponsored ADR
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KT KT Corporation
0%
$0 
LLY Eli Lilly and Company
0%
-$0.03 
LPL Lg Display Co., Ltd. - ADR
0%
$0 
LX LexinFintech Holdings Ltd. American Depositary Shares
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
LYFT Lyft Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MCO Moody's Corporation
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MLI Mueller Industries Inc.
0%
$0 
MMM 3M Company
0%
$0 
MOH Molina Healthcare Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.08 
MTZ MasTec, Inc. Common Stock
0%
+$0.01 
NFLX Netflix, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
OMF OneMain Holdings Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PAGS PagSeguro Digital Ltd.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.02 
PCG PG&E Corporation
0%
$0 
PL PLANET LABS PBC
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.01 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.01 
RNR Renaissancere Holdings Ltd.
0%
-$0.01 
RTX RTX Corporation
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SKM SK Telecom Co., Ltd.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SPNT SiriusPoint Ltd.
0%
$0 
SPGI S&P Global Inc.
0%
-$0.01 
SSL Sasol Ltd Sponsored ADR
0%
$0 
STX Seagate Technology Holdings plc
0%
-$0.01 
T AT&T Inc.
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TER Teradyne, Inc.
0%
+$0.01 
TIGO Millicom International Cellular S.A.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TPR Tapestry Inc.
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
0%
$0 
UNM Unum Group
0%
$0 
V Visa Inc. Class A
0%
-$0.05 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.02 
VZ Verizon Communications Inc.
0%
$0 
WDC Western Digital Corporation
0%
-$0.02 
WFC Wells Fargo & Company
0%
$0 
WF Woori Financial Group Inc. Sponsored ADR
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WOOF Petco Health and Wellness Company, Inc.
0%
$0 
WWD Woodward Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YALA Yalla Group Ltd.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.62 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVES Avantis Emerging Markets Value ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.07 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVDS Avantis International Small Cap Equity ETF
0%
-$3.65 
ARKF Ark Fintech Innovation ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
+$0.01 
CLOI VanEck CLO ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
-$1.85 
DVYE iShares Emerging Markets Dividend ETF
0%
-$0.14 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
HAUZ Xtrackers International Real Estate ETF
0%
-$0.01 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
LDEM iShares ESG MSCI EM Leaders ETF
0%
+$0.96 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.01 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.02 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTHR Vanguard Russell 3000 ETF
0%
-$0.91 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.02 
VTV Vanguard Value ETF
0%
+$0.03 
VGSR Vert Global Sustainable Real Estate ETF
0%
$0 
AVEE Avantis Emerging Markets Small Cap Equity ETF
0%
-$5.37 
CALI China Auto Logistics Inc.
0%
$0 
HFRO Highland Opportunities and Income Fund
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
FLXR TCW Flexible Income ETF
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
TYG Tortoise Energy Infrastructure Total Return Fund
0%
$0 
EMD Western Asset Emerging Markets Debt Fund Inc.
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 
ANET Arista Networks, Inc.
-3.27%
-$27,781.44 
AMAT Applied Materials, Inc.
-2.48%
-$23,096.2 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.64%
-$6,474.99 
UNH UnitedHealth Group Incorporated
-1.61%
-$4,590.59 
GE General Electric Company
-1.28%
-$7,982.36 
NVS Novartis AG Sponsored ADR
-0.39%
-$3,191.45 
WMT Walmart Inc.
-0.25%
-$527.8 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$198.56 
FIVE Five Below, Inc.
0%
-$6.24 
COST Costco Wholesale Corporation
0%
-$1.14 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 1269/1738 73% | Profit Factor 11.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,930.96 |
| Average Win $75,335.21 | Best Trade (Jun 29) $7.58M | Sharpe Ratio -10.78 |
| Average Loss -$17,351.48 | Worst Trade (Sep 29) -$1.04M | Z-Score 17.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $50,323.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,019 | $3.89M | $4.89M | - | $1M | 25.76% | +0.996% |
| ABBV AbbVie Inc. | 5,565 | $1.17M | $1.38M | - | $215,346.05 | 18.42% | 0.0 |
| ABNB Airbnb, Inc. | 1,703 | $218,338.84 | $306,701.79 | - | $88,362.95 | 40.47% | 0.0 |
| ADI Analog Devices, Inc. | 827 | $197,538.95 | $317,923.61 | - | $120,384.66 | 60.94% | 0.0 |
| ADT ADT Inc. | 11,651 | $98,834.77 | $85,168.81 | - | -$13,665.96 | -13.83% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,883 | $1.25M | $1.26M | - | $4,542.62 | 0.36% | 0.0 |
| AGX Argan Inc. | 482 | $130,164.1 | $275,752.2 | - | $145,588.1 | 111.85% | 0.0 |
| ALIT Alight Inc. | 13,402 | $7,505 | $187,493.98 | - | $179,988.98 | 2,398.25% | 0.0 |
| AM Antero Midstream Corporation | 9,962 | $227,133.6 | $221,554.88 | - | -$5,578.72 | -2.46% | 0.0 |
| AMAT Applied Materials, Inc. | 1,697 | $360,742.06 | $907,114.38 | - | $546,372.32 | 151.46% | -2.483% |
| AMBP Ardagh Metal Packaging S.A. | 14,127 | $59,898.48 | $71,482.62 | - | $11,584.14 | 19.34% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 561 | $114,124.13 | $270,923.72 | - | $156,799.59 | 137.39% | 0.0 |
| AMGN Amgen Inc. | 652 | $236,102 | $271,349.36 | - | $35,247.36 | 14.93% | 0.0 |
| AMZN Amazon.com Inc | 10,310 | $1.96M | $2.76M | - | $798,918.21 | 40.83% | 0.0 |
| ANET Arista Networks, Inc. | 4,038 | $386,528.48 | $822,217.56 | - | $435,689.08 | 112.72% | -3.268% |
| APH Amphenol Corporation | 4,050 | $253,054.01 | $344,169.02 | - | $91,115.01 | 36.01% | 0.0 |
| ARKF Ark Fintech Innovation ETF | 6,132 | $182,856.24 | $262,572.24 | - | $79,716 | 43.59% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 507 | $1.01M | $917,705.44 | - | -$90,940.56 | -9.02% | 0.0 |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 16,541 | $165,906.47 | $649,730.48 | - | $483,824.01 | 291.62% | 0.0 |
| AVDE Avantis International Equity ETF | 73,451 | $4.59M | $6.91M | - | $2.32M | 50.42% | 0.0 |
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Option values are updated at end of day.
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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 Ariadne Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $8.86M, Booking Holdings Inc - $2.63M, SPDR Gold Shares - $2.54M, United Rentals, Inc - $1.74M, and RTX Corporation - $962,940.99. 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: Moderna, Inc - $1.04M, The Trade Desk, Inc. Class A - $292,405.87, Adobe Inc - $235,410.04, Novo Nordisk A/S Sponsored ADR - $198,204.74, and Lattice Semiconductor Corporation - $177,356.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ariadne Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.38M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $458,049.43, iShares Emerging Markets Dividend ETF - $347,173.02, Avantis International Equity ETF - $346,428.39, Dimensional International Core Equity Market ETF - $279,779.39, and Dimensional US Marketwide Value ETF - $256,014. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ariadne Wealth Management's monthly returns?
Ariadne Wealth Management's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ariadne Wealth Management's strategy be considered aggressive or moderate?
Ariadne Wealth Management'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 Ariadne Wealth Management's strategy?
Ariadne Wealth Management'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.
