Manske Wealth Management Portfolio
Invests via Manske Wealth Management | Managed by Manske Wealth Management LLC
Invests via Manske Wealth Management
Managed by Manske Wealth Management LLC
Automatically Tracked
Company Profile
Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Investment Philosophy & Strategy
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
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:
34.06%
Gain +0.24%
Monthly
1.37%
Yearly
17.77%
Drawdown
15.44%
$413.61M
Equity
Holdings
$413.61M
Investment
$334.12M
$84.36M
Profit +$779,274.99
Realized
$4.87M
Unrealized
$79.49M
Dividends
$15.18M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$779,274.99
Win %
67%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.93M
Win %
67%
This Month
Compared to last month
Gain
1.69%
Profit
$6.87M
Win %
67%
This Year
Compared to last year
Gain
2.8%
Profit
$11.26M
Win %
70%
PK Park Hotels & Resorts Inc.
+3.08%
+$7,044.62 
NGG National Grid plc Sponsored ADR
+2.66%
+$25,332.3 
STLA Stellantis N.V.
+2.64%
+$14,641.45 
SWKS Skyworks Solutions Inc.
+2.6%
+$6,266.52 
BTI British American Tobacco p.l.c. ADR
+2.59%
+$97,176 
F Ford Motor Company
+2.56%
+$35,215.74 
TTE TotalEnergies SE
+2.49%
+$56,696.2 
UL Unilever PLC Sponsored American Depositary Receipt
+2.41%
+$10,854.48 
USB U.S. Bancorp
+2.4%
+$68,061.6 
RTX RTX Corporation
+2.36%
+$12,471.48 
CMCSA Comcast Corp
+2.32%
+$33,447.16 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.24%
+$25,227.01 
PM Philip Morris International Inc.
+2.19%
+$28,343.04 
BUD Anheuser-Busch InBev S.A. ADR
+2.13%
+$16,543.99 
C Citigroup Inc.
+2.13%
+$65,830.12 
LMT Lockheed Martin Corporation
+2.11%
+$8,096.82 
PNC The PNC Financial Services Group, Inc.
+2.1%
+$6,951.76 
BP BP p.l.c. Sponsored ADR
+2.04%
+$27,304.2 
PEP PepsiCo, Inc.
+2.02%
+$5,058.27 
CNQ Canadian Natural Resources Limited
+1.98%
+$8,232.79 
JPM JPMorgan Chase & Co.
+1.97%
+$33,909.35 
SHEL Shell plc
+1.91%
+$30,800.12 
BHP BHP Group Ltd.
+1.85%
+$19,317.97 
TM Toyota Motor Corporation
+1.78%
+$10,090.19 
MGA Magna International Inc.
+1.76%
+$3,830.58 
DUK Duke Energy Corporation
+1.71%
+$4,555.32 
OKE ONEOK, Inc.
+1.69%
+$7,510.77 
KO The Coca-Cola Company
+1.68%
+$6,252.61 
SO The Southern Company
+1.67%
+$6,916.58 
COP ConocoPhillips
+1.67%
+$10,275.92 
GE General Electric Company
+1.66%
+$3,838.38 
LNG Cheniere Energy Inc.
+1.65%
+$8,560.71 
EXC Exelon Corporation
+1.65%
+$4,292.4 
ED Consolidated Edison, Inc.
+1.62%
+$4,111.8 
EQNR Equinor ASA Sponsored ADR
+1.61%
+$7,382.68 
TFC Truist Financial Corporation
+1.61%
+$4,656 
WFC Wells Fargo & Company
+1.61%
+$14,074.06 
PGR Progressive Corporation
+1.57%
+$10,170.72 
SLB Schlumberger Limited
+1.53%
+$12,193.72 
HD The Home Depot, Inc.
+1.51%
+$13,566.38 
DEO Diageo plc Sponsored ADR
+1.5%
+$11,485.86 
PPL PPL Corporation
+1.42%
+$4,128.25 
JNJ Johnson & Johnson
+1.41%
+$7,793.09 
BLK BlackRock, Inc.
+1.4%
+$6,048.8 
KIM Kimco Realty Corporation
+1.39%
+$5,701.81 
EPD Enterprise Products Partners L.P.
+1.36%
+$12,464.01 
LOW Lowe's Companies Inc.
+1.34%
+$2,599.31 
TAP Molson Coors Beverage Company
+1.33%
+$6,639.89 
MO Altria Group, Inc.
+1.33%
+$11,680.62 
VTR Ventas Inc.
+1.32%
+$6,376.16 
MKC McCormick & Company, Incorporated
+1.31%
+$5,929.2 
GSK GSK plc Sponsored ADR
+1.26%
+$23,415.54 
ES Eversource Energy
+1.24%
+$10,486.16 
LIN Linde plc
+1.24%
+$2,958.42 
ETR Entergy Corporation
+1.23%
+$7,310.85 
PG Procter & Gamble Co
+1.2%
+$6,091.46 
TSN Tyson Foods Inc.
+1.2%
+$2,962.05 
D Dominion Energy, Inc.
+1.19%
+$3,775.5 
BCS Barclays PLC Sponsored ADR
+1.16%
+$9,385.77 
COST Costco Wholesale Corporation
+1.16%
+$3,712.96 
ACN Accenture plc Class A
+1.14%
+$16,810.37 
HAL Halliburton Company
+1.14%
+$3,510 
MFC Manulife Financial Corporation
+1.14%
+$8,182.5 
O Realty Income Corporation
+1.13%
+$7,180.11 
ET Energy Transfer L.P.
+1.13%
+$20,843.55 
RIO Rio Tinto Plc Sponsored ADR
+1.12%
+$36,804.4 
DVN Devon Energy Corporation
+1.12%
+$7,976.1 
VZ Verizon Communications Inc.
+1.11%
+$44,597.52 
APA APA Corporation
+1.11%
+$4,197.9 
MRK Merck & Co., Inc.
+1.1%
+$24,805.28 
LYB LyondellBasell Industries N.V.
+1.1%
+$30,458.67 
CVX Chevron Corporation
+1.1%
+$26,613.52 
KHC The Kraft Heinz Company
+1.09%
+$17,847.19 
T AT&T Inc.
+1.06%
+$35,341.75 
IDV iShares International Select Dividend ETF
+1.06%
+$25,924.05 
EIX Edison International
+1.06%
+$12,794.74 
SPG Simon Property Group, Inc.
+1.05%
+$8,389.09 
TXN Texas Instruments Inc
+1.04%
+$4,420.29 
AXP American Express Company
+1.04%
+$2,435.22 
ORLY O'Reilly Automotive Inc.
+1.02%
+$4,567.5 
VICI Vici Properties Inc.
+1%
+$1,850.39 
HMC Honda Motor Co., Ltd.
+1%
+$7,034.58 
PUK Prudential plc ADR
+1%
+$9,920.2 
CAG Conagra Brands Inc.
+0.99%
+$3,734.5 
FT Franklin Universal Trust
+0.99%
+$1,255.24 
TD The Toronto-Dominion Bank
+0.96%
+$5,749.05 
CM Canadian Imperial Bank of Commerce
+0.94%
+$14,428.72 
HSBC HSBC Holdings plc Sponsored ADR
+0.92%
+$3,695.76 
PSX Phillips 66
+0.9%
+$5,405.38 
LLY Eli Lilly and Company
+0.88%
+$6,055.48 
DG Dollar General Corporation
+0.87%
+$3,997.11 
BAC Bank of America Corporation
+0.86%
+$2,247.25 
XLRE The Real Estate Select Sector SPDR Fund
+0.86%
+$19,028.52 
AAPL Apple Inc.
+0.84%
+$271,866.49 
KMB Kimberly-Clark Corporation
+0.84%
+$4,217.76 
BMO Bank of Montreal
+0.82%
+$1,583.4 
V Visa Inc. Class A
+0.79%
+$6,263.12 
CLX The Clorox Company
+0.79%
+$6,509.64 
SCHC Schwab International Small-Cap Equity ETF
+0.78%
+$26,552.5 
VNQ Vanguard Real Estate ETF
+0.78%
+$3,261.74 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$4,160.66 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.75%
+$872.85 
DOC Healthpeak Properties, Inc.
+0.71%
+$2,101.14 
WMT Walmart Inc.
+0.7%
+$5,583.41 
BNS Bank of Nova Scotia
+0.7%
+$2,246.4 
WMB The Williams Companies, Inc.
+0.67%
+$1,576.35 
KVUE Kenvue Inc.
+0.67%
+$2,605.87 
XOM Exxon Mobil Corporation
+0.66%
+$42,081.17 
BWA BorgWarner Inc.
+0.6%
+$3,524.5 
PAA Plains All American Pipeline, L.P.
+0.6%
+$5,108.25 
MCK McKesson Corporation
+0.59%
+$2,269.57 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.58%
+$45,005.48 
MS Morgan Stanley
+0.57%
+$2,197.28 
CAH Cardinal Health Inc.
+0.56%
+$2,047.76 
PFE Pfizer Inc.
+0.54%
+$8,483.04 
WELL Welltower Inc.
+0.53%
+$4,970.92 
CMI Cummins Inc.
+0.52%
+$910.8 
REET iShares Global REIT ETF
+0.5%
+$16,344.25 
IP International Paper Company
+0.5%
+$3,978 
VNO Vornado Realty Trust
+0.5%
+$2,953.99 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$1,007.25 
CPB The Campbell's Company
+0.48%
+$1,499.01 
GS The Goldman Sachs Group, Inc.
+0.48%
+$1,438.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$77,355.3 
SCHF Schwab International Equity ETF
+0.46%
+$1,918.12 
DWX SPDR S&P International Dividend ETF
+0.45%
+$2,796.25 
OMC Omnicom Group Inc.
+0.43%
+$2,388.4 
VTV Vanguard Value ETF
+0.43%
+$1,316.7 
MA Mastercard Incorporated
+0.39%
+$3,331.65 
BMY Bristol-Myers Squibb Company
+0.38%
+$5,380.16 
CVS CVS Health Corporation
+0.36%
+$11,773.08 
WSM Williams-Sonoma, Inc.
+0.35%
+$2,029.2 
MCD McDonald's Corporation
+0.34%
+$619.57 
ABBV AbbVie Inc.
+0.31%
+$1,685.68 
PGX Invesco Preferred ETF
+0.3%
+$22,538.46 
DOW Dow Inc.
+0.29%
+$956.85 
SNY Sanofi American Depositary Receipt
+0.26%
+$1,157.94 
INKM SPDR SSgA Income Allocation ETF
+0.26%
+$8,154.51 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$1,157.99 
WM Waste Management, Inc.
+0.23%
+$601.64 
CAT Caterpillar Inc.
+0.23%
+$1,193.53 
NVDA NVIDIA Corporation
+0.21%
+$10,831.62 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$3,279.15 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$11,308.41 
GEV GE Vernova Inc.
+0.19%
+$367.82 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$326.43 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$1,263.3 
JPIB JPMorgan International Bond ETF
+0.12%
+$7,965.21 
MAIN Main Street Capital Corporation
+0.11%
+$312 
SLG SL Green Realty Corp.
+0.11%
+$586.9 
SHW The Sherwin-Williams Company
+0.1%
+$503.2 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$1,110.32 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$2,630.15 
VLO Valero Energy Corporation
+0.06%
+$1,686.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$1,616.04 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.05%
+$340.16 
GAL SPDR SSGA Global Allocation ETF
+0.04%
+$4,606.98 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 G200
G2004J103
0%
$0 
BTBT Bit Digital, Inc.
-6.48%
-$840 
STX Seagate Technology Holdings plc
-5.05%
-$31,740.8 
INTC Intel Corporation
-4.08%
-$75,913.35 
AMD Advanced Micro Devices, Inc.
-3.5%
-$37,548.16 
MU Micron Technology, Inc.
-3.45%
-$19,163.69 
ORCL Oracle Corporation
-3.21%
-$6,972.48 
DELL Dell Technologies Inc.
-3.04%
-$25,902.02 
CRM Salesforce Inc
-3.03%
-$20,257.28 
AMAT Applied Materials, Inc.
-2.96%
-$4,435.79 
ARKW ARK Next Generation Internet ETF
-2.74%
-$24,637.56 
AVGO Broadcom Inc.
-2.55%
-$22,326.57 
META Meta Platforms Inc Class A
-2.14%
-$16,805.22 
CCLD CareCloud Inc.
-2.07%
-$912.12 
CSCO Cisco Systems, Inc.
-1.73%
-$17,398.3 
VGT Vanguard Information Technology ETF
-1.7%
-$6,489.6 
PWR Quanta Services Inc.
-1.68%
-$9,504 
SKM SK Telecom Co., Ltd.
-1.54%
-$6,016.06 
MSFT Microsoft Corp.
-1.53%
-$133,316.28 
ETN Eaton Corporation plc
-1.49%
-$2,890.81 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$70,333.62 
CWB SPDR Bloomberg Convertible Securities ETF
-1.35%
-$23,105.78 
GOOGL Alphabet Inc
-1.33%
-$14,704.16 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$2,645.08 
GOOG Alphabet Inc
-1.2%
-$124,589.16 
UNH UnitedHealth Group Incorporated
-1.16%
-$18,673.24 
IBM International Business Machines Corporation
-1.15%
-$8,924.4 
STM STMicroelectronics N.V.
-1.03%
-$1,648.8 
IVZ Invesco Ltd.
-0.99%
-$2,298.81 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.99%
-$5,113.42 
TSLA Tesla, Inc.
-0.89%
-$12,013.92 
FDX FedEx Corporation
-0.87%
-$3,046.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.86%
-$2,942.1 
GILD Gilead Sciences Inc.
-0.84%
-$11,426.03 
TROW T. Rowe Price Group, Inc.
-0.83%
-$12,394.46 
BEN Franklin Resources Inc.
-0.8%
-$2,634.5 
QCOM QUALCOMM Incorporated
-0.73%
-$5,763.96 
USA Liberty All Star Equity Fund
-0.67%
-$740.76 
XLC Communication Services Select Sector SPDR Fund
-0.67%
-$1,590 
BX Blackstone Inc.
-0.55%
-$1,829.52 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.48%
-$13,450 
AMZN Amazon.com Inc
-0.47%
-$60,534.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$324,610.11 
DAL Delta Air Lines, Inc.
-0.43%
-$1,003.01 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$8,502.12 
IWB iShares Russell 1000 ETF
-0.39%
-$1,574.1 
VOO Vanguard S&P 500 ETF
-0.39%
-$4,670.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$2,525.4 
IVV iShares Core S&P 500 ETF
-0.37%
-$2,368.56 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$860.88 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.29%
-$13,163.85 
VT Vanguard Total World Stock ETF
-0.28%
-$3,208.5 
UPS United Parcel Service, Inc.
-0.26%
-$5,606.25 
TGT Target Corporation
-0.17%
-$1,822.77 
EMR Emerson Electric Co.
-0.14%
-$338.85 
YLD Principal Active High Yield ETF
-0.14%
-$4,361.93 
PRU Prudential Financial, Inc.
-0.12%
-$720.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.1%
-$981.84 
MPC Marathon Petroleum Corporation
-0.09%
-$1,326.15 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.09%
-$1,016.6 
GIS General Mills, Inc.
-0.08%
-$1,424.87 
RSP Invesco S&P 500 Equal Weight ETF
-0.07%
-$1,437.12 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$4,353.66 
BNDX Vanguard Total International Bond ETF
-0.06%
-$1,912.86 
MMM 3M Company
-0.04%
-$922.95 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.04%
-$844.22 
SBUX Starbucks Corporation
-0.01%
-$24.14 Events
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Dividends
Dividend Analysis
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| Trades 1256 | Longs Won 896/1256 71% | Profit Factor 9.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,511.78 |
| Average Win $104,872.97 | Best Trade (Oct 15) $11.1M | Sharpe Ratio -9.92 |
| Average Loss -$26,686.6 | Worst Trade (Oct 15) -$795,242.64 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5d | Expectancy $67,164.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 94,727 | $23.72M | $32.67M | - | $8.95M | 37.71% | +0.839% |
| ABBV AbbVie Inc. | 1,894 | $342,820.51 | $538,445.26 | - | $195,624.75 | 57.06% | +0.314% |
| ACN Accenture plc Class A | 6,541 | $1.12M | $1.49M | - | $372,807.82 | 33.43% | +1.143% |
| AMAT Applied Materials, Inc. | 349 | $252,327 | $145,637.7 | - | -$106,689.3 | -42.28% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 1,906 | $400,431.6 | $1.03M | - | $633,630.58 | 158.24% | -3.504% |
| AMZN Amazon.com Inc | 50,870 | $10.81M | $12.9M | - | $2.09M | 19.32% | -0.467% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 42,211 | $1.84M | $2.06M | - | $225,720.32 | 12.3% | -0.041% |
| APA APA Corporation | 7,996 | $194,151.98 | $381,848.98 | - | $187,697 | 96.68% | +1.112% |
| ARKW ARK Next Generation Internet ETF | 5,549 | $599,180.63 | $874,078.48 | - | $274,897.85 | 45.88% | -2.741% |
| AVGO Broadcom Inc. | 2,540 | $587,087.52 | $852,271.6 | - | $265,184.08 | 45.17% | -2.553% |
| AXP American Express Company | 747 | $238,278.41 | $236,896.11 | - | -$1,382.3 | -0.58% | +1.039% |
| BAC Bank of America Corporation | 5,050 | $240,704.63 | $263,332.25 | - | $22,627.62 | 9.4% | +0.861% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 107,600 | $2.22M | $2.81M | - | $592,093.37 | 26.67% | -0.476% |
| BCS Barclays PLC Sponsored ADR | 35,418 | $470,705.33 | $817,270.35 | - | $346,565.02 | 73.63% | +1.162% |
| BEN Franklin Resources Inc. | 10,538 | $214,788.01 | $328,047.94 | - | $113,259.93 | 52.73% | -0.797% |
| BHP BHP Group Ltd. | 12,585 | $613,701.24 | $1.06M | - | $448,913.23 | 73.15% | +1.852% |
| BLK BlackRock, Inc. | 387 | $391,623.34 | $439,790.67 | - | $48,167.33 | 12.3% | +1.395% |
| BMO Bank of Montreal | 1,160 | $204,972 | $194,201.4 | - | -$10,770.6 | -5.25% | +0.822% |
| BMY Bristol-Myers Squibb Company | 23,392 | $1.31M | $1.42M | - | $113,192.23 | 8.65% | +0.38% |
| BND Vanguard Total Bond Market Index Fund | 3,627 | $261,590.06 | $257,154.3 | - | -$4,435.76 | -1.7% | +0.127% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Manske Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $1.54M, VANGUARD TOTAL STOCK MKT ETF - $1.11M, SPDR SSGA Global Allocation ETF - $703,978.21, British American Tobacco p.l.c. ADR - $668,085.67, and Invesco Preferred ETF - $571,704.96. 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: Paramount Skydance Corporation Class B Common Stock - $159,563.09, Netflix, Inc - $71,345.21, Crown Castle Inc - $70,362.39, Hanesbrands Inc - $48,146.04, and Carnival plc - $45,169.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Manske Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.18M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.11M, SPDR SSGA Global Allocation ETF - $615,264.79, Invesco Preferred ETF - $573,455.12, iShares 0-5 Year High Yield Corporate Bond ETF - $528,096.18, and VANGUARD FTSE DEVELOPED MARKETS ETF - $526,524.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Manske Wealth Management's monthly returns?
Manske Wealth Management'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 Manske Wealth Management's strategy be considered aggressive or moderate?
Manske Wealth Management'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 Manske Wealth Management's strategy?
Manske Wealth Management'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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