Sean Murray Portfolio
Invests via Quantum Financial Advisors LLC | Managed by Quantum Financial Advisors LLC
Invests via Quantum Financial Advisors LLC
Managed by Quantum Financial Advisors LLC
Automatically Tracked
Sean Murray Profile
With a dynamic career that bridges technology and finance, Sean Murray has established himself as an influential force in the entrepreneurial landscape. His journey includes launching several startups that leverage cutting-edge technology to solve pressing market challenges. Murray's background encompasses pivotal leadership roles where he navigated complex growth trajectories, significantly impacting operational outcomes and scaling initiatives. Recognized for his ability to identify opportunities within evolving sectors, he actively participates in fostering innovation through strategic investments. His expertise positions him at the forefront of shaping new ventures and driving sustainable growth in competitive markets.
With a dynamic career that bridges technology and finance, Sean Murray has established himself as an influential force in the entrepreneurial landscape. His journey includes launching several startups that leverage cutting-edge technology to solve pressing market challenges. Murray's background encompasses pivotal leadership roles where he navigated complex growth trajectories, significantly impacting operational outcomes and scaling initiatives. Recognized for his ability to identify opportunities within evolving sectors, he actively participates in fostering innovation through strategic investments. His expertise positions him at the forefront of shaping new ventures and driving sustainable growth in competitive markets.
Investment Philosophy & Strategy
In the realm of entrepreneurship, Sean Murray epitomizes a strategic innovator adept at harnessing technology for market advancement. His experience in scaling multiple startups informs a distinct focus on transforming complex challenges into profitable opportunities. Leveraging insights from his leadership roles, he meticulously evaluates investment potential across dynamic sectors, advocating for solutions that resonate with future demand. This proactive engagement not only fosters business growth but also underlines his commitment to operational excellence and sustainability within rapidly evolving markets.
In the realm of entrepreneurship, Sean Murray epitomizes a strategic innovator adept at harnessing technology for market advancement. His experience in scaling multiple startups informs a distinct focus on transforming complex challenges into profitable opportunities. Leveraging insights from his leadership roles, he meticulously evaluates investment potential across dynamic sectors, advocating for solutions that resonate with future demand. This proactive engagement not only fosters business growth but also underlines his commitment to operational excellence and sustainability within rapidly evolving markets.
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:
93.53%
Gain -0.17%
Monthly
1.55%
Yearly
20.27%
Drawdown
23.37%
$1.14B
Equity
Holdings
$1.14B
Investment
$885.82M
$292.06M
Profit -$1.77M
Realized
$35.42M
Unrealized
$256.64M
Dividends
$49.25M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$1.77M
Win %
70%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$3.5M
Win %
70%
This Month
Compared to last month
Gain
-0.38%
Profit
-$4.34M
Win %
70%
This Year
Compared to last year
Gain
-0.38%
Profit
-$4.35M
Win %
73%
LITE Lumentum Holdings Inc.
+4.47%
+$8,411.61 
TER Teradyne, Inc.
+3.54%
+$7,493.09 
MRVL Marvell Technology, Inc.
+3.32%
+$8,375.88 
COHR Coherent Corp.
+2.82%
+$7,574.6 
SNDK SanDisk Corporation
+2.59%
+$15,588.84 
SANM Sanmina Corporation
+2.35%
+$4,009.58 
FIX Comfort Systems USA, Inc.
+2.34%
+$10,707.06 
MSFT Microsoft Corp.
+2.15%
+$145,726.35 
MTZ MasTec, Inc. Common Stock
+2.14%
+$7,266.66 
INTC Intel Corporation
+2.12%
+$15,572.18 
WDC Western Digital Corporation
+2.08%
+$14,041.02 
GEV GE Vernova Inc.
+2.07%
+$6,618.33 
PGR Progressive Corporation
+2.05%
+$3,941.21 
AVGO Broadcom Inc.
+1.98%
+$26,692.06 
MU Micron Technology, Inc.
+1.95%
+$40,845.74 
EBAY eBay Inc.
+1.9%
+$4,113.03 
STX Seagate Technology Holdings plc
+1.88%
+$12,926.46 
UAL United Airlines Holdings, Inc.
+1.83%
+$3,945.7 
TMUS T-Mobile US, Inc.
+1.67%
+$5,219.46 
JBL Jabil Inc.
+1.62%
+$7,931.58 
VST Vistra Corp
+1.62%
+$6,186.25 
AMD Advanced Micro Devices, Inc.
+1.57%
+$18,712.74 
GOOG Alphabet Inc
+1.52%
+$57,340.5 
GOOGL Alphabet Inc
+1.5%
+$63,167.22 
CIEN Ciena Corporation
+1.24%
+$3,693.44 
CVX Chevron Corporation
+1.21%
+$6,992.47 
VLO Valero Energy Corporation
+1.19%
+$3,990.86 
NRG NRG Energy, Inc.
+1.14%
+$2,168.25 
AMZN Amazon.com Inc
+1.12%
+$63,841.56 
WMB The Williams Companies, Inc.
+1.08%
+$2,665.46 
SCHW Charles Schwab Corporation
+1.07%
+$5,312.66 
UCO ProShares Ultra Bloomberg Crude Oil
+1.07%
+$10,296 
ROST Ross Stores, Inc.
+0.99%
+$2,995.12 
ABT Abbott Laboratories
+0.99%
+$2,693 
LNG Cheniere Energy Inc.
+0.94%
+$11,347.18 
MPC Marathon Petroleum Corporation
+0.9%
+$3,318 
CASY Casey's General Stores Inc.
+0.85%
+$2,135.94 
EOG EOG Resources, Inc.
+0.85%
+$2,367.3 
COP ConocoPhillips
+0.83%
+$4,014.82 
T AT&T Inc.
+0.8%
+$4,940.77 
TJX The TJX Companies, Inc.
+0.79%
+$2,589.65 
VRT Vertiv Holdings Co
+0.77%
+$2,068.81 
DY Dycom Industries Inc.
+0.74%
+$1,247.26 
FCX Freeport-McMoRan Inc.
+0.73%
+$1,728.05 
MA Mastercard Incorporated
+0.72%
+$6,119.07 
XOM Exxon Mobil Corporation
+0.7%
+$13,348.03 
KO The Coca-Cola Company
+0.67%
+$5,358.65 
V Visa Inc. Class A
+0.67%
+$9,762.91 
PWR Quanta Services Inc.
+0.64%
+$3,023.3 
MO Altria Group, Inc.
+0.6%
+$1,316.31 
FLEX Flex Ltd.
+0.55%
+$3,629.34 
RTX RTX Corporation
+0.5%
+$2,130.24 
DAL Delta Air Lines, Inc.
+0.43%
+$1,042.56 
ANET Arista Networks, Inc.
+0.41%
+$1,047.42 
ETN Eaton Corporation plc
+0.39%
+$1,110.72 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
+0.3%
+$932.33 
NVDA NVIDIA Corporation
+0.23%
+$18,432.38 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.2%
+$1,483.48 
MAR Marriott International Inc. - Class A
+0.19%
+$692.76 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
+0.19%
+$1,162.59 
IBM International Business Machines Corporation
+0.14%
+$652.2 
LMT Lockheed Martin Corporation
+0.14%
+$431.14 
CVS CVS Health Corporation
+0.14%
+$973.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$1,117.44 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
+0.14%
+$12,031.88 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
+0.12%
+$7,492.45 
VGT Vanguard Information Technology ETF
+0.12%
+$1,928.19 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
+0.11%
+$7,876.6 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$1,825.73 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,336.5 
XLK State Street Technology Select Sector SPDR ETF
+0.06%
+$440 
AVEM Avantis Emerging Markets Equity ETF
+0.04%
+$12,086.02 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,238.42 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$1,358.67 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
+0.02%
+$518.33 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
+0.02%
+$1,843.99 
TXN Texas Instruments Inc
+0.02%
+$66.64 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$29.58 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INV Innventure Inc.
-7.12%
-$7,310.4 
ORCL Oracle Corporation
-3.99%
-$27,941.76 
UPS United Parcel Service, Inc.
-3.85%
-$10,980.72 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$14,885.38 
URI United Rentals, Inc.
-3.11%
-$14,159.25 
TSLA Tesla, Inc.
-2.97%
-$13,673 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$16,362.68 
PANW Palo Alto Networks, Inc.
-2.79%
-$13,356.66 
MIDD The Middleby Corporation
-2.75%
-$5,091.06 
NVS Novartis AG Sponsored ADR
-2.74%
-$10,849.41 
LLY Eli Lilly and Company
-2.74%
-$51,340.57 
HPE Hewlett Packard Enterprise Company
-2.71%
-$5,818.48 
KLAC KLA Corporation
-2.48%
-$23,047.88 
MRK Merck & Co., Inc.
-2.42%
-$20,990.37 
RY Royal Bank of Canada
-2.32%
-$15,780 
PHM PulteGroup Inc.
-2.28%
-$4,276.8 
USFD US Foods Holding Corp
-2.26%
-$4,756.4 
WSM Williams-Sonoma, Inc.
-2.23%
-$7,584.1 
GE General Electric Company
-2.16%
-$11,468.38 
FCNCA First Citizens BancShares, Inc.
-2.16%
-$6,052.19 
AAPL Apple Inc.
-2.14%
-$853,245.25 
STLD Steel Dynamics Inc.
-2.13%
-$10,306.06 
FDX FedEx Corporation
-2.13%
-$4,878.78 
EMR Emerson Electric Co.
-2.12%
-$10,899.34 
MS Morgan Stanley
-2.1%
-$15,161.88 
LRCX Lam Research Corporation
-2.09%
-$22,072.5 
NFLX Netflix, Inc.
-2%
-$4,696.14 
FNF Fidelity National Financial, Inc.
-1.95%
-$8,819.32 
LOW Lowe's Companies Inc.
-1.91%
-$10,307.1 
DE Deere & Company
-1.86%
-$7,237.19 
UNP Union Pacific Corporation
-1.85%
-$7,300.54 
WMT Walmart Inc.
-1.79%
-$24,624.84 
ORLY O'Reilly Automotive Inc.
-1.77%
-$7,806.72 
CAT Caterpillar Inc.
-1.76%
-$26,960.08 
GWW W.W. Grainger, Inc.
-1.72%
-$4,282.58 
HD The Home Depot, Inc.
-1.71%
-$13,062.53 
JNJ Johnson & Johnson
-1.66%
-$22,822.98 
F Ford Motor Company
-1.62%
-$3,377.55 
R Ryder System Inc.
-1.59%
-$3,314.38 
ITW Illinois Tool Works Inc.
-1.58%
-$5,295.68 
DTE DTE Energy Company
-1.52%
-$6,016.5 
NSC Norfolk Southern Corporation
-1.51%
-$5,077.88 
CMI Cummins Inc.
-1.45%
-$5,868.67 
BAC Bank of America Corporation
-1.35%
-$10,748.5 
FERG Ferguson Enterprises Inc
-1.33%
-$2,735.53 
WFC Wells Fargo & Company
-1.33%
-$5,805.19 
Q Qnity Electronics Inc.
-1.27%
-$18,107.91 
CSX CSX Corporation
-1.26%
-$4,119.04 
CAH Cardinal Health Inc.
-1.26%
-$3,150.72 
DIS The Walt Disney Company
-1.26%
-$2,872.05 
BKNG Booking Holdings Inc.
-1.23%
-$2,789.73 
MCK McKesson Corporation
-1.22%
-$4,398.1 
PEP PepsiCo, Inc.
-1.2%
-$7,565.32 
UTHR United Therapeutics Corporation
-1.18%
-$3,278.94 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$4,773.6 
CL Colgate-Palmolive Company
-1.12%
-$2,628.08 
CSCO Cisco Systems, Inc.
-1.11%
-$11,977.16 
UNH UnitedHealth Group Incorporated
-0.99%
-$4,825.12 
AXP American Express Company
-0.97%
-$11,771.71 
BMY Bristol-Myers Squibb Company
-0.92%
-$2,745.12 
GS The Goldman Sachs Group, Inc.
-0.92%
-$5,148.79 
GLW Corning Incorporated
-0.89%
-$3,337.32 
DFSV Dimensional US Small Cap Value ETF
-0.87%
-$39,269.97 
DTM Dt Midstream Inc.
-0.86%
-$2,405 
DFAT Dimensional US Targeted Value ETF
-0.86%
-$152,245.23 
QCOM QUALCOMM Incorporated
-0.85%
-$4,825.3 
AEP American Electric Power Company, Inc.
-0.82%
-$2,132.04 
GILD Gilead Sciences Inc.
-0.8%
-$3,606.97 
KR Kroger Co.
-0.79%
-$1,825.59 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.78%
-$7,151.6 
ADI Analog Devices, Inc.
-0.77%
-$2,668 
FTNT Fortinet Inc.
-0.77%
-$1,938.75 
ON ON Semiconductor Corporation
-0.77%
-$1,714.53 
DFAS Dimensional U.S. Small Cap ETF
-0.75%
-$12,617.85 
IEUS iShares MSCI Europe Small-Cap ETF
-0.75%
-$1,779.12 
AMAT Applied Materials, Inc.
-0.75%
-$6,700.32 
JCI Johnson Controls International plc
-0.74%
-$1,934.4 
TROW T. Rowe Price Group, Inc.
-0.73%
-$2,021 
AVDE Avantis International Equity ETF
-0.73%
-$301,157.35 
IJS iShares S&P Small-Cap 600 Value ETF
-0.72%
-$1,732.5 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$121,613.46 
HUBB Hubbell Inc.
-0.7%
-$1,671.84 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$2,218.05 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$3,078.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$5,401.92 
HOOD Robinhood Markets, Inc.
-0.68%
-$2,388.16 
ROK Rockwell Automation, Inc.
-0.66%
-$1,315.8 
JPM JPMorgan Chase & Co.
-0.65%
-$21,019.31 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$129,973.68 
DFIC Dimensional International Core Equity Market ETF
-0.63%
-$6,619.24 
COF Capital One Financial Corporation
-0.62%
-$2,494.84 
DISV Dimensional International Small Cap Equity Fund
-0.62%
-$122,910.26 
AMKR Amkor Technology Inc.
-0.6%
-$1,096.3 
AMGN Amgen Inc.
-0.58%
-$9,455.2 
PG Procter & Gamble Co
-0.56%
-$4,885.44 
MCHP Microchip Technology Incorporated
-0.56%
-$5,801.85 
DFSI Dimensional International Sustainability Core 1 ETF
-0.55%
-$207,774.5 
WWD Woodward Inc.
-0.54%
-$1,243.91 
COST Costco Wholesale Corporation
-0.54%
-$3,564.21 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$104,612.64 
DFSU Dimensional US Sustainability Core 1 ETF
-0.53%
-$594,889.25 
AFL Aflac Inc.
-0.53%
-$3,780.48 
NEM Newmont Corporation
-0.51%
-$1,454.52 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,078.56 
C Citigroup Inc.
-0.48%
-$1,425.4 
CRS Carpenter Technology Corporation
-0.47%
-$971.52 
AVRE Avantis Real Estate ETF
-0.46%
-$102,431.93 
APH Amphenol Corporation
-0.44%
-$1,704.12 
ABBV AbbVie Inc.
-0.41%
-$3,671.4 
DFUV Dimensional US Marketwide Value ETF
-0.4%
-$11,683.54 
AVDV Avantis International Small Cap Value ETF
-0.4%
-$83,376.13 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.35%
-$1,190.34 
TT Trane Technologies plc
-0.34%
-$1,027.18 
AVUS Avantis U.S. Equity ETF
-0.34%
-$390,256.39 
DCOR Dimensional US Core Equity 1 ETF
-0.34%
-$246,058.31 
GM General Motors Company
-0.33%
-$1,199.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.32%
-$4,968.18 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.32%
-$848.32 
MMM 3M Company
-0.31%
-$750.5 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,608.44 
DFAU Dimensional US Core Equity Market ETF
-0.28%
-$71,765.29 
AVIG Avantis Core Fixed Income ETF
-0.28%
-$11,561.64 
TPR Tapestry Inc.
-0.28%
-$755.43 
DFCF Dimensional Core Fixed Income ETF
-0.27%
-$4,122.4 
RCL Royal Caribbean Group
-0.26%
-$728.89 
PH Parker-Hannifin Corporation
-0.25%
-$974.07 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.24%
-$615.48 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$44,175.34 
DFUS Dimensional U.S. Equity Market ETF
-0.23%
-$19,922.26 
LIN Linde plc
-0.23%
-$1,000.35 
GLDM SPDR Gold MiniShares Trust
-0.23%
-$29,925.72 
VZ Verizon Communications Inc.
-0.22%
-$1,117.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$18,627.42 
IWB iShares Russell 1000 ETF
-0.2%
-$415 
DFGP Dimensional Global Core Fixed Income Fund
-0.2%
-$43,146.84 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.2%
-$6,195.63 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,150.53 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.17%
-$5,846.54 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$2,431.21 
IBMO iShares iBonds Dec 2026 Term ETF
-0.16%
-$4,148.64 
TRGP Targa Resources Corp.
-0.15%
-$395.6 
TRV The Travelers Companies, Inc.
-0.14%
-$541.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.13%
-$311.55 
PM Philip Morris International Inc.
-0.13%
-$743.84 
XEL Xcel Energy Inc.
-0.13%
-$272.9 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$360.72 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$5,441.25 
DVN Devon Energy Corporation
-0.11%
-$334.75 
CLH Clean Harbors Inc.
-0.11%
-$240.1 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$6,792.18 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.1%
-$5,350.73 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$293.22 
ESGV Vanguard ESG U.S. Stock ETF
-0.09%
-$398.76 
OEF iShares S&P 100 ETF
-0.09%
-$129,513.81 
WM Waste Management, Inc.
-0.08%
-$304.76 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.07%
-$17,975.32 
EME EMCOR Group, Inc.
-0.06%
-$286.65 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$16,216.8 
NVT nVent Electric plc
-0.04%
-$108.12 
MCD McDonald's Corporation
-0.03%
-$70.41 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.03%
-$936.83 
FTI TechnipFMC plc
-0.03%
-$76.74 
DFAE Dimensional Emerging Core Equity Market ETF
-0.03%
-$2,411.53 
META Meta Platforms Inc Class A
-0.03%
-$758.88 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$928.17 
IBID iShares iBonds Oct 2027 Term TIPS ETF
-0.02%
-$1,826.83 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.02%
-$552.72 
VPL Vanguard FTSE Pacific ETF
-0.01%
-$22.9 
TGT Target Corporation
0%
-$7.99 Events
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Dividends
Dividend Analysis
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| Trades 2062 | Longs Won 1423/2062 69% | Profit Factor 19.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $990,652.1 |
| Average Win $216,524.71 | Best Trade (Jul 22) $28.83M | Sharpe Ratio -11.02 |
| Average Loss -$25,117.24 | Worst Trade (Sep 30) -$2.02M | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $141,641.49 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Sean Murray?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $20.4M, iShares S&P 100 ETF - $4.17M, Dimensional International Sustainability Core 1 ETF - $3.74M, Avantis International Equity ETF - $3.44M, and Dimensional US Core Equity Market ETF - $3.26M. 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: Alphabet Inc - $1.88M, Alphabet Inc - $1.75M, iShares MSCI Emerging Markets ex China ETF - $895,175.44, Accenture plc Class A - $314,507.64, and Halliburton Company - $79,430.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean Murray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $49.25M earned over time. The largest contributors to dividend income include Avantis U.S. Equity ETF - $3.93M, Avantis Real Estate ETF - $3.79M, Avantis International Equity ETF - $2.97M, Dimensional International Sustainability Core 1 ETF - $2.64M, and Dimensional US Sustainability Core 1 ETF - $2.59M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean Murray's monthly returns?
Sean Murray'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 Sean Murray's strategy be considered aggressive or moderate?
Sean Murray'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 Sean Murray's strategy?
Sean Murray's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
