TAB
Thomas A. Burke Portfolio
Invests via Syntegra Private Wealth Group LLC | Managed by Thomas A. Burke
Invests via Syntegra Private Wealth Group LLC
Managed by Thomas A. Burke
Automatically Tracked
Thomas A. Burke Profile
A seasoned operating executive, Thomas A. Burke has significantly influenced the technology and telecommunications sectors through his strategic leadership. He holds a robust background in driving operational efficiencies and fostering innovation within complex organizations. Over the years, he has held pivotal roles at major corporations where he championed initiatives that integrated cutting-edge technologies to streamline processes and enhance customer engagement. His expertise extends to navigating market transitions while ensuring sustained organizational growth, positioning him as a vital asset in competitive landscapes. Recognized for his ability to cultivate high-performing teams, Thomas is committed to advancing technological advancements that address evolving market demands.
A seasoned operating executive, Thomas A. Burke has significantly influenced the technology and telecommunications sectors through his strategic leadership. He holds a robust background in driving operational efficiencies and fostering innovation within complex organizations. Over the years, he has held pivotal roles at major corporations where he championed initiatives that integrated cutting-edge technologies to streamline processes and enhance customer engagement. His expertise extends to navigating market transitions while ensuring sustained organizational growth, positioning him as a vital asset in competitive landscapes. Recognized for his ability to cultivate high-performing teams, Thomas is committed to advancing technological advancements that address evolving market demands.
Investment Philosophy & Strategy
Strategic thinking and a focus on operational excellence drive Thomas A. Burke's investment approach, particularly within the technology sector. His extensive experience as an executive in both established and emerging companies informs his ability to identify opportunities for innovation that can reshape industry landscapes. Emphasizing transformative investments, he seeks ventures poised for scalable growth through strategic adoption of new technologies and refined business models. The commitment to nurturing teams capable of executing complex strategies ensures not only competitive advantage but also sustained value creation over time.
Strategic thinking and a focus on operational excellence drive Thomas A. Burke's investment approach, particularly within the technology sector. His extensive experience as an executive in both established and emerging companies informs his ability to identify opportunities for innovation that can reshape industry landscapes. Emphasizing transformative investments, he seeks ventures poised for scalable growth through strategic adoption of new technologies and refined business models. The commitment to nurturing teams capable of executing complex strategies ensures not only competitive advantage but also sustained value creation over time.
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:
57.95%
Gain -0.42%
Monthly
1.26%
Yearly
16.18%
Drawdown
19.19%
$1.29B
Equity
Holdings
$1.29B
Investment
$1B
$368.31M
Profit -$3.74M
Realized
$79.82M
Unrealized
$288.49M
Dividends
$63.76M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$3.74M
Win %
70%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$3.74M
Win %
70%
This Month
Compared to last month
Gain
-1.11%
Profit
-$14.55M
Win %
70%
This Year
Compared to last year
Gain
0.13%
Profit
$1.68M
Win %
71%
PANW Palo Alto Networks, Inc.
+14.16%
+$63,501.49 
IT Gartner Inc.
+9.64%
+$29,738.58 
AJG Arthur J. Gallagher & Co.
+5.49%
+$14,727.63 
PLTR Palantir Technologies Inc.
+4.14%
+$19,258.47 
GOOGL Alphabet Inc
+3.09%
+$63,337.45 
GOOG Alphabet Inc
+2.97%
+$28,983.57 
META Meta Platforms Inc Class A
+2.85%
+$34,243.15 
IBM International Business Machines Corporation
+2.73%
+$33,253.17 
HODL VanEck Bitcoin ETF
+2.31%
+$18,559.76 
MSFT Microsoft Corp.
+2.3%
+$148,873.16 
WMT Walmart Inc.
+2.27%
+$67,539.6 
WM Waste Management, Inc.
+2.27%
+$10,146.18 
LLY Eli Lilly and Company
+2.07%
+$33,607.96 
MCD McDonald's Corporation
+2.02%
+$12,127.8 
T AT&T Inc.
+2%
+$14,342.67 
ABBV AbbVie Inc.
+1.7%
+$61,380.63 
MAR Marriott International Inc. - Class A
+1.68%
+$10,462.65 
COST Costco Wholesale Corporation
+1.61%
+$7,076.1 
ARKK ARK Innovation ETF Fund
+1.55%
+$5,471.7 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$4,143.04 
VZ Verizon Communications Inc.
+1.43%
+$3,983.87 
FDN First Trust Dow Jones Internet Index Fund
+1.36%
+$5,325.15 
UNH UnitedHealth Group Incorporated
+1.31%
+$10,387.31 
SNOW Snowflake Inc.
+1.16%
+$3,338.69 
KO The Coca-Cola Company
+1.11%
+$2,949.8 
LOW Lowe's Companies Inc.
+1.09%
+$3,095.99 
V Visa Inc. Class A
+1.06%
+$38,065.45 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$13,305.32 
AMGN Amgen Inc.
+1.03%
+$4,371.89 
HD The Home Depot, Inc.
+1.01%
+$7,429.81 
ABT Abbott Laboratories
+0.94%
+$12,225.6 
CBSH Commerce Bancshares, Inc.
+0.63%
+$3,911.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$92,637.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,746.57 
KRMA Global X Conscious Companies ETF
+0.61%
+$3,127.36 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.6%
+$1,309.48 
MA Mastercard Incorporated
+0.6%
+$5,298.48 
JNJ Johnson & Johnson
+0.59%
+$4,602.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.57%
+$3,287.6 
AAPL Apple Inc.
+0.55%
+$96,595.25 
PG Procter & Gamble Co
+0.53%
+$4,363.59 
MRK Merck & Co., Inc.
+0.52%
+$2,736.79 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.52%
+$1,963.43 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.45%
+$636,537.82 
XTN SPDR S&P Transportation ETF
+0.44%
+$3,822 
CNM Core & Main Inc.
+0.39%
+$667.68 
MCO Moody's Corporation
+0.38%
+$12,423.75 
UNP Union Pacific Corporation
+0.18%
+$1,344.53 
ICOW Pacer Developed Markets International ETF
+0.17%
+$2,543.18 
JSI Janus Henderson Securitized Income ETF
+0.11%
+$442.81 
AGZD WisdomTree Trust
+0.09%
+$347.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$1,167.48 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.08%
+$1,059.2 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.07%
+$964.14 
PEP PepsiCo, Inc.
+0.07%
+$183.58 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$509.58 
CFO VictoryShares US 500 Enhanced ETF
+0.04%
+$234.57 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.03%
+$296.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$160.11 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,322.79 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$6,449.12 
MARM Ftv Estus Max Buff ETF March
+0.01%
+$60.96 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$13.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$15.52 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TAPR Innovator Equity Defined Protection ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 8330
83304AAF3
0%
$0 0082
00827BAB2
0%
$0 BPRE
BPRE
0%
$0 8330
83304AAK2
0%
$0 AJUL
AJUL
0%
$0 STBF
STBF
0%
$0 AOCT
AOCT
0%
$0 
NOK Nokia Corporation Sponsored ADR
-12.76%
-$15,078.98 
GEV GE Vernova Inc.
-8.6%
-$35,984.77 
LRCX Lam Research Corporation
-7.87%
-$96,256.38 
AMAT Applied Materials, Inc.
-6.61%
-$11,434.43 
KLAC KLA Corporation
-6.44%
-$19,741.44 
BAC Bank of America Corporation
-5.36%
-$17,599.68 
SOXX iShares Semiconductor ETF
-5.34%
-$54,368.11 
INTC Intel Corporation
-5.32%
-$35,642.25 
AVGO Broadcom Inc.
-4.83%
-$214,714.59 
MU Micron Technology, Inc.
-4.82%
-$23,975.11 
SMH VanEck Semiconductor ETF
-4.52%
-$20,593.73 
ORCL Oracle Corporation
-4.38%
-$19,542.6 
CAT Caterpillar Inc.
-4.17%
-$33,237.69 
AMD Advanced Micro Devices, Inc.
-3.87%
-$57,502.44 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$11,119.86 
TEL TE Connectivity plc
-3.64%
-$9,768.58 
MS Morgan Stanley
-3.43%
-$7,080.58 
HUBG Hub Group Inc.
-3.08%
-$7,345.98 
NVDA NVIDIA Corporation
-2.84%
-$192,106.49 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$5,959.2 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-2.47%
-$22,640.64 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$6,062.28 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$11,221.56 
AVEM Avantis Emerging Markets Equity ETF
-2.12%
-$406,131.97 
GE General Electric Company
-2.01%
-$7,321.96 
JPM JPMorgan Chase & Co.
-1.73%
-$47,875.6 
AIT Applied Industrial Technologies Inc.
-1.71%
-$4,140 
CSCO Cisco Systems, Inc.
-1.69%
-$15,355.8 
XNTK SPDR NYSE Technology ETF
-1.62%
-$6,545.34 
TSLA Tesla, Inc.
-1.44%
-$8,426.25 
SGOL abrdn Physical Gold Shares ETF
-1.39%
-$7,485.35 
RTX RTX Corporation
-1.31%
-$6,126.77 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$6,146.98 
VGT Vanguard Information Technology ETF
-1.25%
-$6,849.36 
AMZN Amazon.com Inc
-1.24%
-$56,117.46 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$55,778.7 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$4,941.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,165.97 
ILCG iShares Morningstar Growth ETF
-1.12%
-$5,453.54 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.12%
-$6,802.97 
BLCR iShares Large Cap Core ACT ETF
-1.12%
-$2,467.4 
PSX Phillips 66
-1.11%
-$11,172.74 
NI NiSource Inc.
-1%
-$1,923.53 
CVX Chevron Corporation
-0.98%
-$5,096.7 
AEE Ameren Corporation
-0.94%
-$7,029 
PFFD Global X U.S. Preferred ETF
-0.91%
-$7,254.23 
XOM Exxon Mobil Corporation
-0.88%
-$4,197.53 
QCOM QUALCOMM Incorporated
-0.87%
-$3,708.26 
AEP American Electric Power Company, Inc.
-0.85%
-$1,767.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$37,230.58 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.83%
-$395,681.87 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$5,326.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$5,248.89 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$4,074.54 
COP ConocoPhillips
-0.7%
-$5,934.78 
ACWI iShares MSCI ACWI ETF
-0.67%
-$4,734.72 
GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
-0.67%
-$2,975.4 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.67%
-$2,675.99 
NEE NextEra Energy, Inc.
-0.67%
-$3,129.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$2,406.42 
GSID Goldman Sachs MarketBeta International Fund
-0.59%
-$1,595.68 
LIN Linde plc
-0.58%
-$1,506.6 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$193,375.98 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$126,317.05 
FENI Fidelity Enhanced International ETF
-0.55%
-$919,819.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$12,585.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$61,845.08 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,585.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$831,041.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$3,442.5 
VTV Vanguard Value ETF
-0.46%
-$5,334.37 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$50,986.69 
SRE Sempra
-0.43%
-$1,954.08 
DUK Duke Energy Corporation
-0.43%
-$1,280.61 
SO The Southern Company
-0.42%
-$1,680.17 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$455,845.89 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,442.38 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$1,452.9 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,458.21 
GSUS Goldman Sachs MarketBeta U.S.
-0.34%
-$21,348.99 
IVV iShares Core S&P 500 ETF
-0.33%
-$2,214.38 
VOO Vanguard S&P 500 ETF
-0.33%
-$362,437.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$22,063.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$23,598.63 
HEGD Swan Hedged Equity US Large Cap Fund
-0.32%
-$883.15 
VB Vanguard Small-Cap ETF
-0.31%
-$679.66 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.31%
-$7,803.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$4,913.8 
MRGR ProShares Merger ETF
-0.25%
-$3,570.82 
TJUL Innovator Equity Defined Protection ETF 0725
-0.23%
-$3,764.11 
BUFB Innovator Laddered Allocation Buffer ETF
-0.21%
-$16,257.86 
BA Boeing Company
-0.19%
-$3,187.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$16,848.85 
BSEP Innovator U.S. Equity Buffer ETF
-0.18%
-$523.3 
IWM iShares Russell 2000 ETF
-0.18%
-$387.35 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.18%
-$2,885.63 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,872.3 
MMIN NYLI MacKay Muni Insured ETF
-0.17%
-$937.56 
HYD VanEck High Yield Muni ETF
-0.17%
-$2,113.7 
BX Blackstone Inc.
-0.17%
-$4,173.21 
VUG Vanguard Growth ETF
-0.17%
-$1,354.47 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$914.9 
BINC iShares Flexible Income Active ETF
-0.15%
-$475.35 
FMB First Trust Managed Municipal Fund
-0.14%
-$1,507.03 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.14%
-$405.69 
JPIE JPMorgan Income ETF
-0.13%
-$99,721.5 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$670.71 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$229.92 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$16,973.78 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$8,228.53 
GMUB Goldman Sachs Municipal Income ETF
-0.06%
-$813.63 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$300.7 
MBB iShares MBS ETF
-0.06%
-$118.15 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.05%
-$319.1 
MUB iShares National Muni Bond ETF
-0.05%
-$401.06 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$3,299.2 
SHYD VanEck Short High Yield Municipal Fund
-0.04%
-$406.58 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,711.13 
DVY iShares Select Dividend ETF
-0.04%
-$782.6 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.03%
-$146.9 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$94.18 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$47.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$77.27 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$42.84 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$72.59 
FBND Fidelity Total Bond ETF
-0.01%
-$6,942.81 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$73.67 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$172.44 Events
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Dividends
Dividend Analysis
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| Trades 1952 | Longs Won 1379/1952 70% | Profit Factor 16.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $284,020.21 | Best Trade (Aug 14) $38.76M | Sharpe Ratio -11.41 |
| Average Loss -$40,752.54 | Worst Trade (Jun 30) -$5.14M | Z-Score 10.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $188,684.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0082 00827BAB2 | 29,000 | $27,100 | $27,100 | - | - | - | 0.0 |
| 8330 83304AAF3 | 18,000 | $16,297 | $16,297 | - | - | - | 0.0 |
| 8330 83304AAK2 | 15,000 | $12,613 | $12,613 | - | - | - | 0.0 |
| AAPL Apple Inc. | 52,784 | $7.93M | $17.64M | - | $9.71M | 122.38% | +0.551% |
| ABBV AbbVie Inc. | 14,062 | $2.3M | $3.68M | - | $1.38M | 60.19% | +1.698% |
| ABT Abbott Laboratories | 12,735 | $1.39M | $1.31M | - | -$83,558.39 | -5.99% | +0.942% |
| ACWI iShares MSCI ACWI ETF | 4,384 | $372,114.34 | $697,801.28 | - | $325,686.94 | 87.52% | -0.674% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 1,723 | $165,196.48 | $218,355.79 | - | $53,159.31 | 32.18% | +0.603% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,491 | $384,204.58 | $419,237.85 | - | $35,033.27 | 9.12% | -1.165% |
| AEE Ameren Corporation | 7,100 | $626,503.49 | $737,761 | - | $111,257.51 | 17.76% | -0.944% |
| AEP American Electric Power Company, Inc. | 1,683 | $230,292 | $205,797.24 | - | -$24,494.76 | -10.64% | -0.851% |
| AGZD WisdomTree Trust | 17,462 | $379,414.34 | $394,639.45 | - | $15,225.11 | 4.01% | +0.088% |
| AIT Applied Industrial Technologies Inc. | 750 | $253,612 | $238,695 | - | -$14,917 | -5.88% | -1.705% |
| AJG Arthur J. Gallagher & Co. | 1,117 | $282,357.17 | $283,165.08 | - | $807.91 | 0.29% | +5.486% |
| AJUL AJUL | 20,353 | $548,004.23 | $548,106.55 | - | $102.32 | 0.02% | 0.0 |
| AMAT Applied Materials, Inc. | 379 | $274,017 | $161,575.28 | - | -$112,441.72 | -41.03% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 2,878 | $278,347.64 | $1.43M | - | $1.15M | 413% | -3.871% |
| AMGN Amgen Inc. | 1,121 | $303,958.54 | $427,381.25 | - | $123,422.71 | 40.61% | +1.034% |
| AMZN Amazon.com Inc | 17,647 | $2.56M | $4.48M | - | $1.91M | 74.55% | -1.238% |
| AOCT AOCT | 11,735 | $291,732 | $291,732 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Thomas A. Burke?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 400 Mid Cap ETF - $15.49M, Invesco NASDAQ 100 ETF - $13.96M, First Trust NASDAQ-100 Technology Index Fund - $12.13M, SPDR Portfolio S&P 500 Growth ETF - $11.66M, and SPDR SSGA US Large Cap Low Volatility Index ETF - $11.33M. 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 S&P MidCap Quality ETF - $3.5M, Pacer US Small Cap Cash Cows 100 ETF - $2.61M, iShares Select Dividend ETF - $587,739.41, Strategy Inc - $541,043.02, and iShares Bitcoin Trust - $248,455.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas A. Burke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.76M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $8.75M, SPDR SSGA US Large Cap Low Volatility Index ETF - $7.01M, SPDR Portfolio High Yield Bond ETF - $4.11M, Janus Henderson AAA CLO ETF - $4.07M, and Fidelity Enhanced International ETF - $3.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas A. Burke's monthly returns?
Thomas A. Burke'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 Thomas A. Burke's strategy be considered aggressive or moderate?
Thomas A. Burke'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 Thomas A. Burke's strategy?
Thomas A. Burke'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.
