TM
Tucker Morris Portfolio
Invests via MORRIS FINANCIAL CONCEPTS Inc. | Managed by Tucker Morris
Invests via MORRIS FINANCIAL CONCEPTS Inc.
Managed by Tucker Morris
Automatically Tracked
Tucker Morris Profile
Tucker Morris has cultivated a dynamic career within the technology sector, focusing on innovative product development and market expansion. His expertise lies in launching scalable solutions that meet evolving consumer demands, which have established him as a key figure among entrepreneurial leaders. With experience in both start-ups and established organizations, he possesses a unique insight into aligning technical capabilities with strategic business objectives. Additionally, his strong background in operations complements his approach to leadership in fast-paced environments. Tucker’s contributions enhance operational efficiency while fostering collaborative team dynamics.
Tucker Morris has cultivated a dynamic career within the technology sector, focusing on innovative product development and market expansion. His expertise lies in launching scalable solutions that meet evolving consumer demands, which have established him as a key figure among entrepreneurial leaders. With experience in both start-ups and established organizations, he possesses a unique insight into aligning technical capabilities with strategic business objectives. Additionally, his strong background in operations complements his approach to leadership in fast-paced environments. Tucker’s contributions enhance operational efficiency while fostering collaborative team dynamics.
Investment Philosophy & Strategy
Innovation stands as a cornerstone in shaping strategic endeavors. Tucker Morris champions the exploration of transformative technologies that address complex market needs, enabling firms to achieve substantial growth trajectories. His approach integrates cutting-edge development with an acute understanding of customer behavior, driving robust engagement and retention. The emphasis on operational agility allows for swift adaptation to shifting industry trends, making it easier to capitalize on emerging opportunities. By leveraging entrepreneurial acumen alongside collaborative methodologies, he consistently seeks out ventures capable of significant disruption while ensuring alignment with overarching business goals.
Innovation stands as a cornerstone in shaping strategic endeavors. Tucker Morris champions the exploration of transformative technologies that address complex market needs, enabling firms to achieve substantial growth trajectories. His approach integrates cutting-edge development with an acute understanding of customer behavior, driving robust engagement and retention. The emphasis on operational agility allows for swift adaptation to shifting industry trends, making it easier to capitalize on emerging opportunities. By leveraging entrepreneurial acumen alongside collaborative methodologies, he consistently seeks out ventures capable of significant disruption while ensuring alignment with overarching business goals.
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:
115.22%
Gain +0.94%
Monthly
1.04%
Yearly
13.23%
Drawdown
24.03%
$327.86M
Equity
Holdings
$327.86M
Investment
$240.43M
$87.59M
Profit +$1.52M
Realized
$156,262.4
Unrealized
$87.43M
Dividends
$18.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.94%
Profit
$1.52M
Win %
76%
This Week
Compared To Last Week
Gain
1.03%
Profit
$3.34M
Win %
76%
This Month
Compared to last month
Gain
1.22%
Profit
$3.96M
Win %
76%
This Year
Compared to last year
Gain
0.53%
Profit
$1.74M
Win %
77%
GEV GE Vernova Inc.
+4.51%
+$18,294.71 
AMD Advanced Micro Devices, Inc.
+3.98%
+$18,394.57 
TXN Texas Instruments Inc
+3.79%
+$12,255.8 
TSLA Tesla, Inc.
+3.53%
+$100,085.8 
NVDA NVIDIA Corporation
+2.45%
+$17,929.9 
GS The Goldman Sachs Group, Inc.
+2.27%
+$9,899.04 
CAT Caterpillar Inc.
+2.22%
+$3,783.5 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$5,692.31 
META Meta Platforms Inc Class A
+1.94%
+$14,200.3 
IXN iShares Global Tech ETF
+1.92%
+$1,001.25 
CMI Cummins Inc.
+1.91%
+$9,338.91 
VGT Vanguard Information Technology ETF
+1.9%
+$285 
RYT Invesco S&P 500 Equal Weight ETF
+1.83%
+$89.68 
IBM International Business Machines Corporation
+1.67%
+$11,645.01 
AAPL Apple Inc.
+1.58%
+$47,356.86 
MTUM iShares MSCI USA Momentum Factor ETF
+1.53%
+$22.57 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.46%
+$7,644.65 
VOT Vanguard Mid-Cap Growth ETF
+1.42%
+$140.25 
FIX Comfort Systems USA, Inc.
+1.4%
+$5,163.85 
MCO Moody's Corporation
+1.36%
+$3,804.93 
AMAT Applied Materials, Inc.
+1.21%
+$3,931.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.2%
+$3,432.3 
AVGO Broadcom Inc.
+1.18%
+$5,567.22 
IWF iShares Russell 1000 Growth ETF
+1.18%
+$460.8 
XT iShares Future Exponential Technologies ETF
+1.17%
+$265.37 
VUG Vanguard Growth ETF
+1.1%
+$1,000.35 
IWO iShares Russell 2000 Growth ETF
+1%
+$6,787.3 
IBB iShares Biotechnology ETF
+0.98%
+$185.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.95%
+$54,583.37 
BBCA JPMorgan BetaBuilders Canada ETF
+0.89%
+$123.42 
IUSG iShares Core S&P U.S. Growth ETF
+0.89%
+$16,639.6 
SUSA iShares MSCI USA ESG Select ETF
+0.84%
+$7,698.01 
TFC Truist Financial Corporation
+0.83%
+$2,362.1 
IWR iShares Russell Mid-Cap ETF
+0.83%
+$1,785.42 
VO Vanguard Mid-Cap ETF
+0.83%
+$678.04 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.8%
+$1,695.33 
SCHX Schwab U.S. Large-Cap ETF
+0.78%
+$334,144.15 
SCHB Schwab U.S. Broad Market ETF
+0.76%
+$4,430.48 
IWV ISHARES RUSSELL 3000 ETF
+0.75%
+$75.44 
VB Vanguard Small-Cap ETF
+0.75%
+$141.05 
IWB iShares Russell 1000 ETF
+0.73%
+$13,031.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.73%
+$126.96 
DFAU Dimensional US Core Equity Market ETF
+0.72%
+$10,100.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$19,660.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.69%
+$5,596.32 
IVV iShares Core S&P 500 ETF
+0.69%
+$320,974.45 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$49,600.82 
BBEU JPMorgan BetaBuilders Europe Fund
+0.69%
+$25.48 
SCHF Schwab International Equity ETF
+0.68%
+$1,961.38 
PHO Invesco Water Resources ETF
+0.68%
+$11.04 
SCHM Schwab U.S. Mid-Cap ETF
+0.68%
+$435.69 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$65,356.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$58,848.07 
AVUS Avantis U.S. Equity ETF
+0.65%
+$17,721.21 
IJH iShares Core S&P Mid-Cap ETF
+0.64%
+$5,131.97 
CSCO Cisco Systems, Inc.
+0.63%
+$1,859.62 
ACWI iShares MSCI ACWI ETF
+0.63%
+$63 
DFSU Dimensional US Sustainability Core 1 ETF
+0.62%
+$10,543.2 
EFG iShares MSCI EAFE Growth ETF
+0.61%
+$6,112.99 
IWS iShares Russell Mid-Cap Value ETF
+0.61%
+$46.12 
ESGE iShares ESG Aware MSCI EM ETF
+0.59%
+$405.95 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.59%
+$3,412.17 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.57%
+$8,820 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.56%
+$4,564.56 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.55%
+$1,621.55 
DFAW Dimensional World Equity ETF
+0.54%
+$304.39 
AMZN Amazon.com Inc
+0.54%
+$2,134.2 
IWM iShares Russell 2000 ETF
+0.53%
+$8,347.65 
MA Mastercard Incorporated
+0.52%
+$4,321.96 
DFAS Dimensional U.S. Small Cap ETF
+0.51%
+$17,115.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.51%
+$9,598.59 
EEM iShares MSCI Emerging Markets ETF
+0.51%
+$6,199.04 
RSP Invesco S&P 500 Equal Weight ETF
+0.5%
+$1,017.36 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.5%
+$1,702.38 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.48%
+$2,562.2 
IXUS iShares Core International Stock ETF
+0.47%
+$264 
IQLT iShares MSCI International Quality Factor ETF
+0.47%
+$14.1 
DFSI Dimensional International Sustainability Core 1 ETF
+0.46%
+$2,869.02 
EFA iShares MSCI EAFE ETF
+0.46%
+$13,100.64 
ILCB iShares Morningstar U.S. Equity ETF
+0.46%
+$147 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.45%
+$1,096 
DFIS Dimensional International Small Cap ETF
+0.45%
+$23,883.78 
DFAI Dimensional International Core Equity Market ETF
+0.44%
+$3,157.39 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$20,397.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$5,161.69 
AVEM Avantis Emerging Markets Equity ETF
+0.43%
+$3,229.38 
SCHC Schwab International Small-Cap Equity ETF
+0.43%
+$1,953.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.43%
+$2,381.76 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.43%
+$1,268.73 
EWJ iShares MSCI Japan ETF
+0.42%
+$10.53 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$79,855.23 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.4%
+$73.92 
BBJP JPMorgan BetaBuilders Japan Fund
+0.39%
+$33 
AVDE Avantis International Equity ETF
+0.38%
+$6,142.38 
PEP PepsiCo, Inc.
+0.38%
+$1,561.61 
AVSD Avantis Responsible International Equity ETF
+0.38%
+$11.1 
DFAE Dimensional Emerging Core Equity Market ETF
+0.37%
+$11,174.24 
AVGE FRCL 3 2022Q3 Hb Float
+0.37%
+$55.48 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$1,295.06 
DFLV Dimensional US Large Cap Value ETF
+0.34%
+$17,535.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.34%
+$192.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$15.96 
VYMI Vanguard International High Dividend Yield Index Fund
+0.33%
+$4,302.36 
DISV Dimensional International Small Cap Equity Fund
+0.33%
+$11,257.82 
EFV iShares MSCI EAFE Value ETF
+0.32%
+$12.5 
IWD iShares Russell 1000 Value ETF
+0.31%
+$2,480.77 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$49,166 
BJ BJ's Wholesale Club Holdings, Inc.
+0.28%
+$774.88 
MRK Merck & Co., Inc.
+0.27%
+$1,246.99 
FNDF Schwab Fundamental International Large Company Index ETF
+0.27%
+$814.91 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.26%
+$4,133.58 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.26%
+$7.2 
DFIV Dimensional International Value ETF
+0.26%
+$6,863.28 
WFC Wells Fargo & Company
+0.24%
+$1,152.2 
COST Costco Wholesale Corporation
+0.22%
+$1,062.6 
VTV Vanguard Value ETF
+0.21%
+$327.85 
SCHV Schwab U.S. Large-Cap Value ETF
+0.2%
+$623.98 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.17%
+$185.03 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$5.2 
VYM Vanguard High Dividend Yield ETF
+0.15%
+$685.5 
MSFT Microsoft Corp.
+0.14%
+$2,328.7 
DFAT Dimensional US Targeted Value ETF
+0.12%
+$4,866.51 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$564.16 
DFSV Dimensional US Small Cap Value ETF
+0.12%
+$83.47 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$1.05 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.11%
+$12.45 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.1%
+$283.85 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$30 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$211.86 
IWN iShares Russell 2000 Value ETF
+0.09%
+$1,348.46 
IDUB Aptus International Enhanced Fund
+0.07%
+$27.74 
AVIG Avantis Core Fixed Income ETF
+0.06%
+$170.9 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$181.28 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$596.62 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.06%
+$230.87 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$102.14 
BND Vanguard Total Bond Market Index Fund
+0.05%
+$164.97 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.05%
+$318.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.05%
+$5.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.05%
+$474.96 
MUB iShares National Muni Bond ETF
+0.04%
+$28.28 
DFCF Dimensional Core Fixed Income ETF
+0.04%
+$692.1 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6.56 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$2,788.17 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$6.39 
IEF iShares 7-10 Year Treasury Bond ETF
+0.03%
+$1 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.02%
+$298.99 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$1.38 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$2,365.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$266.28 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$2.98 
AVSF Avantis Short-Term Fixed Income ETF
+0.01%
+$54.93 
SHV iShares Short Treasury Bond ETF
+0.01%
+$782.89 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$6.34 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.01%
+$0.56 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$636.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$0.34 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
+$1.01 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
AN AutoNation Inc.
-4.36%
-$9,834.58 
NFLX Netflix, Inc.
-4.31%
-$12,544.48 
ABT Abbott Laboratories
-3.57%
-$8,443.62 
MDLZ Mondelez International, Inc.
-2.4%
-$8,226.07 
BRK-B Berkshire Hathaway Inc.
-2.37%
-$16,051.45 
ABBV AbbVie Inc.
-1.92%
-$14,514.77 
ISRG Intuitive Surgical, Inc.
-1.8%
-$4,021.1 
RTX RTX Corporation
-1.73%
-$6,526.6 
GOOG Alphabet Inc
-1.63%
-$4,214.11 
GOOGL Alphabet Inc
-1.56%
-$15,191.35 
PM Philip Morris International Inc.
-1.55%
-$4,359.98 
JNJ Johnson & Johnson
-1.19%
-$7,839.3 
MO Altria Group, Inc.
-1.19%
-$4,177.2 
PG Procter & Gamble Co
-1.05%
-$4,697.74 
LLY Eli Lilly and Company
-0.87%
-$24,251.59 
KO The Coca-Cola Company
-0.83%
-$3,914.82 
IDRV iShares Self-Driving EV and Tech ETF
-0.8%
-$76.5 
GE General Electric Company
-0.69%
-$3,589.38 
SCHH Schwab U.S. REIT ETF
-0.46%
-$163.69 
YUM Yum! Brands, Inc.
-0.45%
-$1,304.26 
VNQ Vanguard Real Estate ETF
-0.43%
-$1,250.57 
CMC Commercial Metals Company
-0.33%
-$957.83 
AVRE Avantis Real Estate ETF
-0.33%
-$121.8 
DFGR Dimensional Global Real Estate ETF
-0.33%
-$7,410.87 
D Dominion Energy, Inc.
-0.32%
-$632.6 
HD The Home Depot, Inc.
-0.3%
-$1,230.38 
DIS The Walt Disney Company
-0.26%
-$632.7 
DE Deere & Company
-0.17%
-$739.21 
REET iShares Global REIT ETF
-0.17%
-$2,266.43 
SCHD Schwab U.S. Dividend Equity ETF
-0.17%
-$632.7 
WMT Walmart Inc.
-0.17%
-$1,174.8 
JPM JPMorgan Chase & Co.
-0.15%
-$4,993.66 
SCHE Schwab Emerging Markets Equity ETF
-0.14%
-$396.65 
SO The Southern Company
-0.13%
-$360.96 
DVY iShares Select Dividend ETF
-0.12%
-$73.91 
XOM Exxon Mobil Corporation
-0.11%
-$1,334.37 
BNDX Vanguard Total International Bond ETF
-0.07%
-$159.63 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.06%
-$115.59 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.06%
-$69.05 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$8.55 
VGSR Vert Global Sustainable Real Estate ETF
-0.05%
-$85.79 
IDV iShares International Select Dividend ETF
-0.02%
-$19.04 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$29.15 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.01%
-$12.62 Events
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Dividends
Dividend Analysis
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| Trades 2206 | Longs Won 1478/2206 66% | Profit Factor 12.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,280.14 |
| Average Win $64,278.43 | Best Trade (Oct 21) $10.19M | Sharpe Ratio -10.64 |
| Average Loss -$10,186.83 | Worst Trade (Sep 29) -$1.12M | Z-Score 8.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 1d | Expectancy $39,704.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,827 | $1.72M | $3.04M | - | $1.33M | 77.27% | +1.58% |
| ABBV AbbVie Inc. | 2,620 | $365,843.27 | $742,874.8 | - | $377,031.53 | 103.06% | -1.916% |
| ABT Abbott Laboratories | 2,307 | $251,904.41 | $227,908.53 | - | -$23,995.88 | -9.53% | -3.572% |
| ACWI iShares MSCI ACWI ETF | 63 | $7,709.94 | $10,065.51 | - | $2,355.57 | 30.55% | +0.63% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,354 | $250,843.23 | $224,477.44 | - | -$26,365.79 | -10.51% | +0.094% |
| AMAT Applied Materials, Inc. | 800 | $280,674.99 | $327,916 | - | $47,241.01 | 16.83% | +1.214% |
| AMD Advanced Micro Devices, Inc. | 864 | $501,906.21 | $480,409.92 | - | -$21,496.29 | -4.28% | +3.981% |
| AMZN Amazon.com Inc | 1,519 | $300,565.68 | $401,069.16 | - | $100,503.48 | 33.44% | +0.535% |
| AN AutoNation Inc. | 1,393 | $249,246.44 | $215,678.19 | - | -$33,568.25 | -13.47% | -4.361% |
| AVDE Avantis International Equity ETF | 17,804 | $895,751.44 | $1.61M | - | $713,285.06 | 79.63% | +0.383% |
| AVEM Avantis Emerging Markets Equity ETF | 8,388 | $432,995.85 | $754,458.66 | - | $321,462.81 | 74.24% | +0.43% |
| AVGE FRCL 3 2022Q3 Hb Float | 152 | $15,063.2 | $15,135.4 | - | $72.2 | 0.48% | +0.368% |
| AVGO Broadcom Inc. | 1,413 | $259,693.19 | $478,032.03 | - | $218,338.84 | 84.08% | +1.178% |
| AVIG Avantis Core Fixed Income ETF | 6,836 | $287,324.41 | $271,560.1 | - | -$15,764.31 | -5.49% | +0.063% |
| AVLV Avantis U.S. Large Cap Value ETF | 610 | $35,033.9 | $57,166.15 | - | $22,132.25 | 63.17% | +0.337% |
| AVRE Avantis Real Estate ETF | 812 | $33,435.58 | $36,633.38 | - | $3,197.8 | 9.56% | -0.331% |
| AVSD Avantis Responsible International Equity ETF | 37 | $2,106.41 | $2,945.57 | - | $839.16 | 39.84% | +0.378% |
| AVSF Avantis Short-Term Fixed Income ETF | 10,986 | $510,076.02 | $501,785.55 | - | -$8,290.47 | -1.63% | +0.011% |
| AVUS Avantis U.S. Equity ETF | 21,223 | $1.5M | $2.76M | - | $1.26M | 84.1% | +0.645% |
| AVUV Avantis U.S. Small Cap Value ETF | 164 | $13,569.29 | $19,842.36 | - | $6,273.07 | 46.23% | +0.033% |
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FAQ
Which stocks have generated the highest profits for Tucker Morris?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.46M, Schwab U.S. Large-Cap ETF - $1.97M, iShares Core MSCI EAFE ETF - $1.72M, iShares Short Treasury Bond ETF - $1.07M, and iShares Core 1-5 Year USD Bond ETF - $1.05M. 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: Dimensional U.S. Core Equity 2 ETF - $894,367.21, Schwab U.S. Mid-Cap ETF - $214,877.72, Dimensional World ex U.S. Core Equity 2 ETF - $158,720.58, Verizon Communications Inc - $154,478.97, and iShares Core S&P Mid-Cap ETF - $149,760.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tucker Morris's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.25M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.81M, iShares Core MSCI EAFE ETF - $1.72M, Schwab U.S. Large-Cap ETF - $1.13M, iShares Short Treasury Bond ETF - $1.07M, and iShares Core 1-5 Year USD Bond ETF - $1.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tucker Morris's monthly returns?
Tucker Morris'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 Tucker Morris's strategy be considered aggressive or moderate?
Tucker Morris'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 Tucker Morris's strategy?
Tucker Morris'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.
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