BB
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:
31.96%
Gain +0.35%
Monthly
0.53%
Yearly
6.51%
Drawdown
16.48%
$302.03M
Equity
Holdings
$302.03M
Investment
$202.15M
$105.94M
Profit +$1.31M
Realized
$6.05M
Unrealized
$99.88M
Dividends
$12.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.31M
Win %
86%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.5M
Win %
86%
This Month
Compared to last month
Gain
-1.22%
Profit
-$3.74M
Win %
86%
This Year
Compared to last year
Gain
9.79%
Profit
$26.94M
Win %
86%
JPM JPMorgan Chase & Co.
+2.3%
+$13,181.81 
TSLA Tesla, Inc.
+1.88%
+$15,707.99 
SMH VanEck Semiconductor ETF
+1.65%
+$32,732.85 
WFC Wells Fargo & Company
+1.64%
+$7,724.7 
CAT Caterpillar Inc.
+1.49%
+$4,718.82 
XLF Financial Select Sector SPDR Fund
+1.39%
+$3,982.15 
O Realty Income Corporation
+1.32%
+$12,086.45 
DVY iShares Select Dividend ETF
+1.2%
+$2,976.04 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$128,818.54 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$12,735.73 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$6,453.22 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$26,546.96 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$10,172.75 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,977.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$8,437.5 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,741.19 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$13,945.23 
CHGX AXS Change Finance ESG ETF
+0.91%
+$3,374.99 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$20,979 
EFIV SPDR S&P 500 ESG ETF
+0.88%
+$4,215.33 
SDY SPDR S&P Dividend ETF
+0.82%
+$26,417.88 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$165,988.16 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$8,977 
SLV iShares Silver Trust
+0.77%
+$3,514.19 
XLE Energy Select Sector SPDR Fund
+0.77%
+$5,598.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$5,612.61 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$2,463.64 
CVX Chevron Corporation
+0.74%
+$2,394.76 
PSX Phillips 66
+0.74%
+$2,976.32 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$2,367.63 
NULV Nuveen ESG Large-Cap Value ETF
+0.73%
+$2,013.54 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$7,317.6 
HD The Home Depot, Inc.
+0.72%
+$9,378.72 
COST Costco Wholesale Corporation
+0.72%
+$2,628.24 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.71%
+$4,167.08 
MA Mastercard Incorporated
+0.7%
+$1,901.78 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$9,832.28 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$9,948.51 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$422,544.66 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$57,461.04 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$23,273.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$3,739.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,828 
RECS Columbia Research Enhanced Core ETF
+0.6%
+$7,779.69 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,766.81 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$23,768.31 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,734.48 
GOOGL Alphabet Inc
+0.56%
+$1,806.01 
AHR American Healthcare REIT, Inc.
+0.54%
+$1,261.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$3,915.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$7,468.8 
JPEF JPMorgan Equity Focus ETF
+0.47%
+$1,806.71 
WMT Walmart Inc.
+0.45%
+$1,013.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$34,591.2 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.39%
+$4,199.8 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$26,135.07 
FENI Fidelity Enhanced International ETF
+0.34%
+$2,988.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$194,186.33 
WM Waste Management, Inc.
+0.29%
+$590.73 
XOM Exxon Mobil Corporation
+0.28%
+$1,700.68 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.26%
+$1,060.14 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$616 
VUG Vanguard Growth ETF
+0.22%
+$1,911.78 
PFE Pfizer Inc.
+0.15%
+$369 
NVDA NVIDIA Corporation
+0.14%
+$2,762.76 
AOK iShares Core Conservative Allocation ETF
+0.11%
+$315.27 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$757.89 
MSFT Microsoft Corp.
+0.1%
+$549.2 
BAR GraniteShares Gold Trust
+0.1%
+$569.64 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$10,305.6 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$1,629.52 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$3,578.1 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$655.26 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$241.81 
RYU Invesco S&P 500 Equal Weight Utilities ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$3,905.44 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$114,124.15 
XAR SPDR S&P Aerospace & Defense ETF
-1.63%
-$5,907.89 
AAPL Apple Inc.
-1.52%
-$140,413.5 
MELI MercadoLibre, Inc.
-1.27%
-$2,325.6 
AMZN Amazon.com Inc
-1.23%
-$6,710.32 
IBM International Business Machines Corporation
-0.96%
-$2,428.11 
FSCO FS Credit Opportunities Corp.
-0.92%
-$958.37 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$672.56 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$101 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$83.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$270.14 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$131.47 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$198.48 
PAAA PGIM AAA CLO ETF
-0.01%
-$199.37 Events
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Dividends
Dividend Analysis
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| Trades 1175 | Longs Won 908/1175 77% | Profit Factor 17.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $521,273.03 |
| Average Win $123,619.77 | Best Trade (Jun 12) $8.3M | Sharpe Ratio -8.13 |
| Average Loss -$23,625.56 | Worst Trade (Jun 30) -$1.47M | Z-Score 16.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 2d | Expectancy $90,160.62 |
| 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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