Bryson Braden Portfolio
Invests via DENVER WEALTH MANAGEMENT Inc. | Managed by Bryson B. Braden, Zachary T. Bouck
Invests via DENVER WEALTH MANAGEMENT Inc.
Managed by Bryson B. Braden, Zachary T. Bouck
Automatically Tracked
Bryson Braden Profile
Bryson Braden stands out as a dynamic entrepreneur and investor with extensive experience in technology ventures. His career has been characterized by building innovative companies at the intersection of software development and consumer engagement. With a proven ability to identify emerging market trends, he plays a pivotal role in shaping growth trajectories for startups that focus on disruptive digital solutions. Bryson's expertise extends beyond traditional venture capital; his strategic approach combines operational leadership with hands-on mentoring, enabling fledgling enterprises to scale efficiently while navigating competitive landscapes.
Bryson Braden stands out as a dynamic entrepreneur and investor with extensive experience in technology ventures. His career has been characterized by building innovative companies at the intersection of software development and consumer engagement. With a proven ability to identify emerging market trends, he plays a pivotal role in shaping growth trajectories for startups that focus on disruptive digital solutions. Bryson's expertise extends beyond traditional venture capital; his strategic approach combines operational leadership with hands-on mentoring, enabling fledgling enterprises to scale efficiently while navigating competitive landscapes.
Investment Philosophy & Strategy
Innovation drives the investment philosophy of Bryson Braden, who leverages his extensive background in technology to identify opportunities that foster transformative growth. With a strong focus on emerging digital solutions, he seeks out ventures capable of redefining consumer engagement through groundbreaking software applications. His approach combines thorough market analysis with an entrepreneurial spirit, enabling startups not only to attract capital but also to cultivate sustainable competitive advantages. By integrating operational expertise with mentorship, investments prioritize scalability and long-term viability while championing disruptive business models that challenge established norms.
Innovation drives the investment philosophy of Bryson Braden, who leverages his extensive background in technology to identify opportunities that foster transformative growth. With a strong focus on emerging digital solutions, he seeks out ventures capable of redefining consumer engagement through groundbreaking software applications. His approach combines thorough market analysis with an entrepreneurial spirit, enabling startups not only to attract capital but also to cultivate sustainable competitive advantages. By integrating operational expertise with mentorship, investments prioritize scalability and long-term viability while championing disruptive business models that challenge established norms.
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:
125.13%
Gain +1.34%
Monthly
1.46%
Yearly
18.94%
Drawdown
26.97%
$355.15M
Equity
Holdings
$355.15M
Investment
$249.6M
$120.02M
Profit +$2.21M
Realized
$11.16M
Unrealized
$108.87M
Dividends
$13.82M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.34%
Profit
$2.21M
Win %
87%
This Week
Compared To Last Week
Gain
3.48%
Profit
$11.94M
Win %
87%
This Month
Compared to last month
Gain
3.48%
Profit
$11.94M
Win %
87%
This Year
Compared to last year
Gain
0.43%
Profit
$2.34M
Win %
85%
SPCX Space Exploration Technologies Corp. Class A
+15.83%
+$60,772.79 
AHR American Healthcare REIT, Inc.
+3.71%
+$10,460.59 
SIVR abrdn Physical Silver Shares ETF
+3.02%
+$31,654.68 
SLV iShares Silver Trust
+2.95%
+$9,695.4 
TSLA Tesla, Inc.
+2.83%
+$35,204.46 
IWP iShares Russell Mid-Cap Growth ETF
+2.46%
+$4,968.56 
BAR GraniteShares Gold Trust
+2.3%
+$13,671.36 
GLDM SPDR Gold MiniShares Trust
+2.29%
+$16,168.33 
NVDA NVIDIA Corporation
+2.27%
+$52,428.53 
PFE Pfizer Inc.
+2.14%
+$8,257.2 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.98%
+$13,914.03 
SMH VanEck Semiconductor ETF
+1.96%
+$43,432.74 
INTC Intel Corporation
+1.84%
+$6,535.68 
VXF Vanguard Extended Market ETF
+1.75%
+$5,465.58 
HD The Home Depot, Inc.
+1.75%
+$11,224.02 
AVGO Broadcom Inc.
+1.71%
+$7,678.92 
IBM International Business Machines Corporation
+1.65%
+$2,895.21 
VGT Vanguard Information Technology ETF
+1.55%
+$5,154.1 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.52%
+$107,662.6 
XAR SPDR S&P Aerospace & Defense ETF
+1.39%
+$5,048.95 
MDY SPDR S&P MidCap 400 ETF Trust
+1.37%
+$2,781.09 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$13,033.64 
VB Vanguard Small-Cap ETF
+1.37%
+$6,442.81 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$4,667.52 
IDEQ Lazard International Dynamic Equity ETF
+1.21%
+$242,013.89 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$42,193.35 
QQQM Invesco NASDAQ 100 ETF
+1.17%
+$748,499.28 
XMHQ Invesco S&P MidCap Quality ETF
+1.15%
+$102,097.8 
FENI Fidelity Enhanced International ETF
+1.09%
+$3,294.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$5,809.65 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$124,723.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.89%
+$4,993.12 
MO Altria Group, Inc.
+0.89%
+$1,810.2 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.83%
+$1,853.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.82%
+$1,792.7 
AMZN Amazon.com Inc
+0.81%
+$7,215 
VUG Vanguard Growth ETF
+0.81%
+$7,763.76 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.79%
+$3,772.64 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$3,327.72 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$2,670.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.74%
+$4,700.84 
RECS Columbia Research Enhanced Core ETF
+0.73%
+$7,346.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$1,780.47 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.71%
+$6,033.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.7%
+$1,702.82 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.7%
+$4,796.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.7%
+$52,031.72 
VO Vanguard Mid-Cap ETF
+0.67%
+$1,960.75 
SDY SPDR S&P Dividend ETF
+0.64%
+$19,620.07 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$25,741.95 
NULV Nuveen ESG Large-Cap Value ETF
+0.61%
+$1,537.51 
VOO Vanguard S&P 500 ETF
+0.61%
+$14,386.78 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$448,315.06 
IVV iShares Core S&P 500 ETF
+0.6%
+$10,681.15 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.57%
+$1,180.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$10,645.83 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.57%
+$12,951.81 
XLU Utilities Select Sector SPDR Fund
+0.53%
+$5,913.99 
DVY iShares Select Dividend ETF
+0.52%
+$1,234.79 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.52%
+$2,700.3 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.51%
+$40,976.52 
DON WisdomTree U.S. MidCap Dividend Fund
+0.5%
+$5,025.99 
EFIV SPDR S&P 500 ESG ETF
+0.49%
+$2,555.58 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$6,428.4 
CSCO Cisco Systems, Inc.
+0.46%
+$1,267.75 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.42%
+$8,655.57 
VTV Vanguard Value ETF
+0.42%
+$882.66 
FVD First Trust Value Line Dividend Index Fund
+0.4%
+$4,520 
RWL Invesco S&P 500 Revenue ETF
+0.37%
+$87,779.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$4,674.52 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$1,396.64 
JPM JPMorgan Chase & Co.
+0.34%
+$2,311.9 
PVAL Putnam Focused Large Cap Value ETF
+0.31%
+$29,185.6 
AAPL Apple Inc.
+0.29%
+$28,246.76 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.28%
+$2,986.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.27%
+$1,984.84 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.24%
+$711.84 
O Realty Income Corporation
+0.24%
+$2,043.6 
PYLD PIMCO Multisector Bond Active ETF
+0.23%
+$11,505.66 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$3,930.45 
MRK Merck & Co., Inc.
+0.16%
+$391.65 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.15%
+$415.12 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$16,779.8 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$162.47 
JAAA Janus Henderson AAA CLO ETF
+0.06%
+$1,311.54 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$149.69 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$113.22 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$403.88 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$151.32 
PAAA PGIM AAA CLO ETF
+0.04%
+$788.26 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$2,207.19 
MSFT Microsoft Corp.
+0.03%
+$211.25 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$102.58 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
MA Mastercard Incorporated
-2.26%
-$6,734 
CAT Caterpillar Inc.
-1.72%
-$5,243.36 
CVX Chevron Corporation
-1.41%
-$4,405.5 
AMD Advanced Micro Devices, Inc.
-1.21%
-$5,357.61 
XOM Exxon Mobil Corporation
-1.16%
-$7,362.03 
GOOGL Alphabet Inc
-0.96%
-$4,954.21 
PSX Phillips 66
-0.78%
-$3,633.77 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$6,895.74 
MU Micron Technology, Inc.
-0.44%
-$694.19 
WFC Wells Fargo & Company
-0.39%
-$2,085.22 
XLF Financial Select Sector SPDR Fund
-0.36%
-$2,382.66 
WMT Walmart Inc.
-0.2%
-$490.6 
FRMI Fermi Inc.
-0.16%
-$513.4 
COST Costco Wholesale Corporation
-0.14%
-$449.54 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$2,223.49 Events
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Dividends
Dividend Analysis
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| Trades 1376 | Longs Won 1083/1376 78% | Profit Factor 15.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $511,319.43 |
| Average Win $118,291.36 | Best Trade (Aug 08) $8.3M | Sharpe Ratio -9.23 |
| Average Loss -$27,602.02 | Worst Trade (Jun 30) -$1.47M | Z-Score 24.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 3d | Expectancy $87,225.4 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Bryson Braden?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Dividend ETF - $1.96M, Utilities Select Sector SPDR Fund - $1.9M, SPDR S&P 600 Small Cap Growth ETF - $1.7M, Invesco NASDAQ 100 ETF - $1.66M, and SPDR Portfolio S&P 500 Value ETF - $1.54M. 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: SPDR Dow Jones Industrial Average ETF Trust - $930,001.1, iShares Russell 1000 Growth ETF - $600,197.31, Amazon.com Inc - $590,763.87, Intel Corporation - $214,872.31, and SPDR S&P Biotech ETF - $201,725.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryson Braden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.82M earned over time. The largest contributors to dividend income include SPDR S&P Dividend ETF - $951,041.77, US Treasury 3 Month Bill ETF - $805,250.15, Invesco NASDAQ 100 ETF - $784,461.26, Janus Henderson AAA CLO ETF - $771,971.84, and Utilities Select Sector SPDR Fund - $762,853.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryson Braden's monthly returns?
Bryson Braden'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 Bryson Braden's strategy be considered aggressive or moderate?
Bryson Braden'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 Bryson Braden's strategy?
Bryson Braden'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.
